Continuing Education (CE) Provider Registration and Tracking System

Closed Pre-Solicitation Posted

Solicitation number
05062024
Agency
Responses due
Set-aside
No set-aside

Opportunity facts

Place of performance
Lanham, Maryland 20706, United States

Notice details come from SAM.gov. Updated .

About this opportunity

The Department of the Treasury Internal Revenue Service (IRS) is conducting market research through a Request for Information (RFI) for the development, hosting, and maintenance of a Continuing Education (CE) Provider Registration and Tracking System. This system will administer the registration, annual renewal, and review of CE providers for Enrolled Agents (EA) and Enrolled Retirement Plan Agents (ERPA). The IRS is interested in innovative technologies and methods to meet 20 specified requirements, including a web-based application, compliance with IRS and federal security standards, payment processing, and historical data integration. This is an RFI only, not a solicitation for proposals, and the IRS may issue a subsequent Request for Proposal for similar services after the current contract expires on August 31, 2026.

The current contract is held by Advocation Strategies, Inc. and is valued between $1-2 million, although it is a no-cost contract for the IRS. Over the past 5 years, the annual average total payments processed through the system were approximately $372,000, with 83% paid by credit card and 17% by EFT and check. The IRS is considering putting the prospective contract requirement into the 8(a) program and is open to various pricing models, though it prefers the historical no-cost model.

Notice text

THIS IS AN RFI ONLY - NOT A SOLICIATION FOR PROPOSALS. FOR MARKET RESEARCH PURPOSES ONLY.

This RFI is open to all vendors. No phone calls will be accepted. 

The IRS is a bureau of the Department of the Treasury and one of the world's most efficient tax administrators. The Return Preparer Office’s (RPO) mission is to improve taxpayer compliance by providing oversight and support of tax professionals. The RPO oversees Continuing Education (CE) programs for Enrolled Agents (EA) and Enrolled Retirement Plan Agents (ERPA). It is mandatory that EAs and ERPAs take continuing education from IRS approved CE Providers. Both EAs and ERPAs must complete 72 hours of continuing education triennially.

RPO oversees registration, testing, suitability and continuing education (CE) programs for certain groups of tax professionals. It is mandatory that these tax professionals take CE courses from IRS-approved CE providers. The Government is seeking to continue developing and administering a similar solution once the current contract expires on August 31, 2026. In preparation for possibly awarding a follow-on contract, the IRS is interested in learning about innovative technologies and methods in application development related to the 20 requirements cited under General Scope section of the RFI.

See the attached RFI PDF for further details and instructions. 

Files

File Type Posted
IRS Response to RFI Qus _ CE.pdf PDF
Continuing Education RFI_ FINAL.pdf PDF

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