Attachment 2 - Vendor Response Form.xlsx
XLSX spreadsheet 140 KB Posted
- Solicitation number
- 26_31_APMO
About this file
This is a Vendor Response Form template for a Learning & Professional Education Program Subscription sourcing opportunity. The form requires vendors to provide comprehensive company profile information, including SAM.gov UEI, points of contact, company size classification, socio-economic status (HUBZone, WOSB, SDVOSB, 8(a)), relevant NAICS codes, and PSC codes. The form also requests details on any existing GSA contract vehicles held by the vendor, including MAS, OASIS, OASIS+, Alliant 2 and 3, 8(a) STAR III, VETS2, POLARIS, NASA SEWP groups, and other GWACs, along with associated contract numbers.
The technical capability section contains 24 yes/no questions and narrative response fields assessing whether vendors meet specific requirements for the IRS Large Business & International (LB&I) Division's training subscription needs. Key requirements include CPE and CLE accreditation for CPAs, Enrolled Agents, and attorneys; support for at least 3,500 concurrent users; a minimum of 500 annual training programs meeting NASBA, ABA, and federal standards; delivery in multiple formats (on-demand, live webcasts, interactive sessions); a single fixed price with no per-use fees; unlimited access and download capabilities; automated credit and accreditation tracking; comprehensive reporting and audit capabilities; Section 508 accessibility compliance; and Help Desk support available Monday-Friday, 8:00 a.m. to 6:00 p.m. ET with defined response and resolution times. Additionally, vendors must recommend a contract type, provide estimated annual pricing, and indicate whether the draft requirements document contains sufficient information for future solicitation response.
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Other files
| File | Type | Posted |
|---|---|---|
| Attachment 2 - Vendor Response Form.xlsx | XLSX spreadsheet | |
| SSN - LPEP Subscription 4.7.26 Final.pdf | ||
| Attachment 1 - Requirements Document - LPEPS 4.28.2026.pdf | ||
| SSN - LPEP Subscription 4.7.26 Final.pdf |
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Part I Company Profile Vendor Response Form: Learning & Professional Education Program Subscription
1. Company Name 1a. Address 2. System for Award Management (SAM.gov) Unique Entity Identifier (UEI) 3. Company technical Point of Contact (POC) information to include name, title, telephone number, email address, website, and social media if applicable. 4. Company Size: Small Business or Other than small business 5a. Is your company a classified as a Historically Underutilized Business Zone (HUBZone)? Yes = Hubzone, No = Cell is Blank 5b. Is your company a classified as a Woman Owned Small Business (WOSB)? If no, cell is left blank. 5c. Is your company a classified as a Service-Disabled Veteran-Owned Small Business (SDVOSB)? If no, cell is left blank. 5d. Is your company a classified as a 8(a)? If no, cell is left blank. 5e. Does your company have another socio-economic classifications, which is not already mentioned? 6a. Recommended North American Industry Classification System (NAICS)(s), please list only one NACIS code per cell. 6b. Other recommended North American Industry Classification System (NAICS)(s), please list only one NACIS code per cell. 6c. Suggested Product Service Code(s) (PSCs), please list only one PSC code per cell. 6d. Other Suggested Product Service Code(s) (PSCs), please list only one PSC code per cell. 7a. Is your firm a contract holder of General Service Administration (GSA) Multiple Award Schedule (MAS) ? If no, cell is left blank. 7b. Is your firm a contract holder of GSA One Acquisition Solution for Integrated Services (OASIS) Small Business (SB) ? If no, cell is left blank. 7c. Is your firm a contract holder of GSA OASIS Plus (OASIS+) If no, cell is left blank. 7d. Is your firm a contract holder of GSA Alliant 2 ? If no, cell is left blank. 7e. Is your firm a contract holder of GSA Alliant 3 ? If no, cell is left blank. 7f. Is your firm a contract holder of GSA 8a STAR III ? If no, cell is left blank. 7g. Is your firm a contract holder of GSA VETS2 ? If no, cell is left blank. 7h. Is your firm a contract holder of GSA POLARIS ? If no, cell is left blank. 7j. Is your firm a contract holder of NASA SEWP 334111 Group A ? If no, cell is left blank. 7l. Is your firm a contract holder of NASA SEWP 541519 Group B ? If no, cell is left blank. 7m. Is your firm a contract holder of NASA SEWP 541519 Group C ? If no, cell is left blank. 7n. Is your firm a contract holder of NASA SEWP 541519 Group D ? If no, cell is left blank. 7o. If your firm a contract holder of a Governmentwide Acquisition Contracts (GWACs) not already listed, please list GWAC. 7p. Provide Contract number for each vehicle and include applicable SIN or NAICS. 7q. Firm does not hold a contract on any GWAC. 8. Number of Employees 9. Subcontracting / partnering/ team possibilities
| Instructions: |
| Complete Tabs Part I and II |
| Answer all questions |
| If the answer is NO, the cell should remain blank. Do not type N/A, No, or None. |
Part II Technical Capability
| Capabilities Questions | Answers (3000 character limit for narrative responses) |
| 10. Is your organization accredited to provide Continuing Professional Education (CPE) and Continuing Legal Education (CLE) for Certified Public Accountants (CPAs), Enrolled Agents (EAs), and attorneys? (Yes/No) | |
| 11. | How long has your organization provided commercial training programs or continuous learning software? |
a. Less than 10 years
b. More than 10 years
| 12. Does your subscription support at least 3,500 users at the same time without performance issues? (Yes/No) | ||
| 13. Does your subscription provide access to a minimum of 500 annual training programs, including both recurring programs updated each year and new content developed in response to emerging legal, regulatory, and enforcement developments? (Yes/No) | ||
| 14. | Does your training content meet applicable standards (NASBA, American Bar Association (ABA), and federal requirements)? (Yes/No) | |
| 15. Does your system deliver training in multiple formats, such as on-demand courses, live webcasts, and interactive sessions led by qualified instructors or subject matter experts? (Yes/No) | ||
| 16. Does your organization have a documented process to monitor and update training content based on legal and regulatory changes? (Yes/No) | ||
| 17. Does your subscription offer a single fixed price with no additional per-use, per-course, or per-document fees? (Yes/No) | ||
| 18. Does your organization conduct a comprehensive review and update of all training materials at least annually? (Yes/No) | ||
| 19. Does your subscription allow authorized users to access, view, and download content without limits on frequency, duration, or quantity? (Yes/No) | ||
| 20. Is content available on demand at any time during the subscription period? (Yes/No) | ||
| 21. | Does your system track and manage continuing education credits (e.g., CLE, CPE, CE)? (Yes/No) | |
| 22. Does your system track and manage user accreditation status (for example, CPA, EA, attorney bar)? (Yes/No) | ||
| 23. Does your system provide reporting capabilities, including credit tracking and completion status, compliance monitoring, and audit-ready reporting? (Yes/No) | ||
| 24. | Does your system include features that reduce administrative work for IRS personnel (for example, automated tracking, self-service dashboards, and notifications)? (Yes/No) | |
| 25. | Can users export continuing education and accreditation data (for example, Excel or Comma-Separated Values (CSV))? (Yes/No) | |
| 26. | Does your subscription management meet all requirements for user provisioning/deprovisioning, license tracking, and usage reporting (Attachment 1 Section 2.4)? (Yes/No) | |
| 27. | Does your system meet all requirements for accessibility, security, network capability, monitoring, incident response, and compatibility (Attachment 1 Section 2.6)? (Yes/No) | |
| 28. | Are all materials compliant with Section 508 of the Rehabilitation Act of 1973? (Yes/No) | |
| 29. Do you provide technical and user support, including onboarding and training resources? (Yes/No) | ||
| 30. Does your Help Desk meet the following requirements: it is available Monday through Friday, from 8:00 a.m. to 6:00 p.m. ET (excluding federal holidays); it acknowledges requests within 1 business hour; it resolves critical issues within 4 hours, high-priority issues within 1 business day, and routine issues within 2 business days; and it includes a ticketing system that provides reports to the Contracting Officer’s Representative (COR) on ticket volume, response and resolution times, and recurring issues? (Yes/No) | ||
| 31. Can your company meet all of the requirements in the Draft Requirements Document? (Yes/No) | ||
| 31a. Describe any differences between your system and the requirements. | ||
| 32. What contract type do you recommend (e.g., firm-fixed-price), and why? | ||
| 33. Provide an estimated total price to deliver this requirement, including the annual cost. | ||
| 34. Does the Draft Requirements Document contain sufficient information that would enable you to adequately respond to a future solicitation? Yes/No | ||
| a. | If “no”, please provide additional information. |
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