Comprehensive 1098-T Tax Form Processing and Compliance Solution

Ocean County College is seeking a comprehensive vendor solution for 1098-T tax form processing and compliance, targeting a one-year contract from December 11, 2025, to December 10, 2026. The procurement involves generating, processing, distributing, and ensuring regulatory compliance for IRS Form 1098-T for all eligible students across the institution. Key deliverables include supporting both paper and electronic form formats, providing robust reporting capabilities, ensuring secure data handling, and offering responsive customer support. The evaluation criteria will be weighted as follows: 25% on experience with higher education institutions, 25% on technical capabilities, 20% on compliance and security measures, 15% on cost-effectiveness, and 15% on quality of support and training services. Critical procurement dates include a public advertisement on 10/29/2025, vendor questions deadline of 11/13/2025, and RFP response due date of 11/25/2025 at 11:00 a.m., with an anticipated award date of 12/11/2025. The estimated volume for this contract is 15,000 forms and 15,000 students, with pricing to be assessed on a per-file, per-form, and per-student basis.

The procurement appears to be open to qualified vendors without specific set-aside designations for disadvantaged enterprises. Vendors must comply with New Jersey state regulations, including anti-discrimination provisions, business registration requirements, and tax-related statutes. While no incumbent vendor is specifically mentioned, the RFP indicates that the selected vendor must integrate with existing institutional systems and provide a web-based management system for form processing. The college reserves the right to reject any or all proposals based on the comprehensive requirements of the 1098-T form processing solution. Pricing will be evaluated across multiple service components, including data conversion, IRS e-filing, printing and mailing, electronic form delivery, and web-based system management. Though an exact budget range is not specified, the detailed pricing structure and estimated volume suggest a contract value that would be comprehensive and substantial for a specialized tax form processing solution.