SSN - LPEP Subscription 4.7.26 Final.pdf

Internal Revenue Service (IRS)

Large Business & International (LB&I)

Learning & Professional Education Program Subscription

Sources Sought Notice (SSN)

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Introduction This is a Sources Sought Notice (SSN) -- hereinafter Notice. This is NOT a solicitation for proposals, proposal abstracts, request for bids or quotations, nor a promise to issue a solicitation in the future. The purpose of this SSN is for the Government to obtain knowledge and information for project planning purposes only.

No proprietary, classified, confidential, or sensitive information should be included in responses to this Notice, unless otherwise appropriately marked by the Respondent. The Government reserves the right to use any non-proprietary technical information received in response to this Notice in any resultant solicitation(s). Do Not Submit any Proposals / Offers / Quotes in response to this Notice.

SSN #: 26-31 – APMO

Response Date: May 8th, 2026 12:00 PM EST

Primary Point of Contact and Contact Information:

Name: Ana Rollins Title: Management Analyst Email: analeatha.s.rollins@irs.gov

Secondary Point of Contact and Contact Information:

Name: Iman Street Title: Staff Assistant Email: iman.street@irs.gov

Attachments Attachment 1 – Requirements Document Attachment 2 – Vendor Response Form

Project Title IRS - Learning & Professional Education Program Subscription mailto:analeatha.s.rollins@irs.gov mailto:iman.street@irs.gov

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Description of Contemplated Services At a summary level, the Government has interest in and is seeking information regarding the capability of firms who can provide services pertaining to training. LB&I requires unlimited access to a training subscription with a centralized digital library of accredited continuing education programs, course materials, and technical publications designed to support a minimum of 3,500 compliance employees.

This includes access to a broad catalog of continuously updated content covering multiple practice areas, enabling employees to maintain professional competencies, satisfy continuing education requirements (e.g., National Association of State Boards of Accountancy (NASBA) and other Continuing Professional Education and Continuing Legal Education (CPE/CLE) equivalents where applicable), and remains current with evolving tax laws, regulatory developments, and emerging issues.

Anticipated PSC or FSC Code: U006 – Education/Training (Vocational/Technical)

Anticipated NAICS Code: 611430 – Professional and Management Development Training

Acquisition Strategy The Government has not finalized its acquisition strategy. This SSN will be posted on SAM.gov and General Services Administration (GSA). When possible, the Government will use existing Government-wide acquisition vehicles. The Government will not respond to individual inquiries.

We will post answers and updates to this SSN.

SSN Instructions If your firm is registered on multiple platforms, submit one response per solution offering. Submit responses in accordance with the attached Draft Requirements Document.

Submission Requirements:

1. Submit responses using Vendor Response Template Attachment 2. Do not alter the template.

2. Attach accreditation documentation (PDF, 1 page, minimum 11-point font).

3. Attach course catalog (PDF, 1 page, minimum 11-point font).

4. Attach software specification brochure (PDF, maximum 2 pages, minimum 11-point font).

Include links to public videos or demonstrations.

Email your response to the primary and secondary points of contact listed in this SSN by the due date. Email size must not exceed 10 MB.

Part I: Company Profile Information Provide the following using Attachment 2:

1. Company name and address

2. System for Award Management (SAM.gov) Unique Entity Identifier (UEI)

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3. Technical point of contact (POC): name, title, phone number, email address, website, and social media (if applicable).

4. Business size (small or other than small)

5. Socioeconomic classification (e.g., Historically Underutilized Business Zone (HubZone), Women-Owned Small Business (WOSB), Service-Disabled Veteran Owned Business (SDVOSB), etc.)

6. Recommended North American Industry Classification System (NAICS) code(s) and Product Service Code(s) (PSCs)

7. List applicable contract vehicles (Governmentwide Acquisition Contracts (GWACs), Special Item Numbers (SINs), etc.)

8. Number of employees

9. Subcontracting, partnering or team opportunities

Part II: Capability Submit all responses using Attachment 2.

A. Accreditation and Experience

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. 10 years or more

B. System Capacity and Content

12. Does your subscription support at least 3,500 users at the same time without performance issues? (Yes/No)

13. Does your system provide at least 400 training programs each year, including updated recurring courses and new content on legal, regulatory, and enforcement changes? (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)

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C. Access and Subscription Model

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 subscription allow authorized users to access, view, and download content without limits on frequency, duration, or quantity? (Yes/No)

19. Does your subscription provide full access to the complete content library, including all publications, course materials, and transcripts? (Yes/No)

20. Is content available on demand at any time during the subscription period? (Yes/No)

D. Continuing Education Management

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)

E. System Management and Technical Requirements

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)

F. Support

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)

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G. Overall Capability and Feedback

31. Can your company meet all of the requirements in the Draft Requirements Document?

(Yes/No)

a. 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 provide enough information for you to respond to a future solicitation? (Yes/No)

a. If no, describe what additional information you need.

Terms and Conditions for this Notice This Notice does not obligate the Government to award a contract or otherwise pay for the information provided in response. All costs associated with responding to this Notice are solely at the responding party's expense.

The Government may use the information provided for any lawful purpose and may contact you for more information about your response. Responses must be complete and detailed enough for the Government to evaluate qualifications. The Government may not confirm receipt or provide feedback for the response provided.

After reviewing responses, the Government may publish a pre-solicitation notice or solicitation on SAM.gov or another site (for example, GSA eBuy). Your response to this Notice will not count as a response to any future solicitation.

Responses to this Notice are not offers and cannot form a contract. The Government is not required to pursue any specific acquisition approach based on this Notice. The Government will not return responses. If you do not respond, you may still participate in any future solicitation.

Do not include proprietary, classified, confidential, or sensitive information in your response unless you clearly mark it. The Government reserves the right to use any non-proprietary technical information you provide in future solicitations.

Do not submit proposals or offers in response to this Notice.

Thank you for your interest in this SSN.

Terms and Conditions for this Notice