Financial and Accounting Regulatory Training and ELearning

The Securities and Exchange Commission established a Master IDIQ for financial and accounting regulatory training and eLearning licenses on September 23, 2019, with ordering authority that closed on September 30, 2024. The vehicle is no longer active; the ordering period has expired as of January 2025.

The combined potential value across all task orders is $912 thousand, which has been fully obligated. The SEC awarded ten delivery orders split evenly between two primes: American Institute Of Certified Public Accountants ($664 thousand across five orders) and Becker Professional Development Corporation ($248 thousand across five orders). All task orders are firm fixed price and unrestricted; no set-asides were used. The SEC is the sole customer agency.

Ordering activity remained steady at two orders per year through the vehicle's lifetime, with the most recent awards issued in October 2023. Individual task-order ceilings have ranged from approximately $38.5 thousand to $153.8 thousand. The two task lines of business—SEC and PCAOB updates conferences and industry conferences, and financial and accounting regulations and policy training eLearning programs—sustained roughly equal competition, with each prime winning orders across both categories.

The vehicle's closure eliminates it as a pursuit opportunity. Existing awardees may perform under expired task orders through their completion dates, but no new orders can be issued against the IDIQ.

Master IDIQ for Financial and Accounting Regulatory/Policy Training, catalog offerings covering topics relevant to Accounting and Financial Professionals, and eLearning Licenses in support of Accounting and Financial Professional Training initiatives for the U.S. Securities and Exchange Commission (SEC) Headquarters and Regional Offices.