Treasury RFQ: Electronic Data Exchange Interface for Continuing Education Management

Notice ID: 2050

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.

The contract to develop and administer the existing solution for the registration, renewal, and review of CE Providers will expire in 2021. The Government is seeking proposals to continue developing and administering a similar solution once the current contract expires. The systems and services provided under this contract must be accessible in all states, territories, and federal jurisdictions of the United States, as well as internationally.

Separately, another Contractor has been selected to develop, host and maintain a Preparer Tax Identification Number (PTIN) System that issues a unique identification number to all paid tax return preparers. To date, over 1 million PTINs have been issued. 2 The system developed and deployed pursuant to the CE Provider contract must interface with the PTIN System to exchange data on a regular basis.

To satisfy certain requirements herein, the Contractor’s systems must electronically interface with certain other IRS or IRS-contracted systems to exchange data. The Contractor shall execute the federally mandated Non-Disclosure, Interconnection Security Agreement (ISA) and Memorandum of Understanding (MOU) with the IRS. Additionally, in order to establish the required interfaces, the Contractor shall provide substantial documentation to support their assertion that all systems operate as required by the provisions of the contract and meet all applicable Government security, privacy and accessibility requirements. Privacy Impact Assessments (PIAs) are required. Section 208, E-Government Act of 2002, requires agencies to conduct PIAs before developing or procuring information technology systems or projects that collect, maintain or disseminate information in identifiable form from or about members of the public; or before initiating electronic collection of information in identifiable form for ten or more persons.

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