MYR | Online Secure Income Verification System

The City and County of San Francisco, Mayor's Office of Housing and Community Development (MOHCD), is soliciting proposals for an off-the-shelf cloud-based secure, consent-based income verification system with proposals due October 7, 2026 at 12:00 Noon Pacific Time. A Local Business Enterprise (LBE) rating bonus of 10 percent applies to Small/Micro-LBEs and 5 percent to SBA-LBEs for contracts valued between $400,000 and $10,000,000; no LBE subcontracting participation requirement has been imposed.

The solution must enable applicants to authorize access to financial and income sources to generate comprehensive, standardized income reports and improve MOHCD's income verification processes. The system must accommodate at least 1,200 applicants per year and support multiple income types including W-2 wages, 1099 earnings, self-employment income, gig economy income, and unearned income. Key capability requirements include Web Content Accessibility Guidelines (WCAG) 2.1 Level AA compliance, support for multiple languages, secure API integrations with Salesforce compatibility, SOC 2 Type II or equivalent security certification, document encryption at rest and in transit, and mandatory deletion of uploaded financial documents within 90 days of verification completion. Proposers must demonstrate three years of experience within the last five years providing similar solutions.

The contract includes an initial five-year term with the City holding the option to extend for four additional years. The contract is non-exclusive and may be used by other City departments, public entities, and nonprofits composed of multiple public entities under the same terms. Compensation includes SaaS Implementation and Training Services paid monthly and SaaS Application and Hosted Services paid quarterly, with annual service charges not to exceed a 3 percent increase year-over-year. Technology Errors and Omissions Liability Insurance and Cyber and Privacy Liability Insurance of not less than $20,000,000 per claim are required, along with a fidelity bond of no less than $50,000 with a deductible not exceeding $5,000. All City Data must be maintained exclusively on data centers located in the United States.

Written questions are due September 16, 2026 at 12:00 Noon Pacific Time; responses will be posted by September 18, 2026. Evaluation includes pass/fail minimum qualifications and price proposals assessment, with written proposals scored on 100 points. Notice of Intent to Award is anticipated October 30, 2026. Michael Solomon (michael.solomon@sf.gov or 628/652-5920) is the sole point of contact for questions.