RFQ - 1099 and tin matching reporting services

The County of San Diego Health and Human Services Agency is requesting quotes for 1099 and TIN Matching Reporting Services under RFQ 13416, with quotes due October 20, 2026 at 5:00 p.m. (San Diego time) and questions due October 6, 2026 at 5:00 p.m. Offerors must be IRS-approved e-file providers with at least five years of experience in 1099 reporting and TIN Matching services, including high-volume filings and corrections.

The scope comprises Software-as-a-Service delivery for processing approximately 5,000 Form 1099 submissions annually (75% 1099-NEC, 8% 1099-MISC, 17% 1099-INT), IRS TIN Matching validation for approximately 3 requests annually and 10 form corrections per year, and three-year historical data retention. The solution must support web-based data import, validation, TIN matching against IRS records, and electronic IRS filing. Service level requirements include TIN Matching results within 48 hours, IRS filing acknowledgment within 2 business days, notice response drafts within 5 business days, and correction submissions within 10 business days.

Data security is a mandatory capability filter. Vendors must comply with NIST standards (SP 800-53 Rev. 5, SP 800-144, SP 800-146), IRS Publication 1075 for federal tax information, and County Policy 0400-11. All support must be provided from U.S. locations with data remaining within U.S. geographic boundaries. Vendors must demonstrate annual SOC Type II audit reports, multi-factor authentication, encryption of data in transit and at rest, daily backups with 180-day retention minimums, annual disaster recovery testing, and annual penetration testing with remediation of high-severity vulnerabilities within 30 days.

The initial contract term runs November 1, 2026 through June 30, 2027 (8 months), with four optional one-year renewal periods extending through June 30, 2031. Pricing shall be firm fixed with separate unit pricing for the initial term and each 12-month option year. Optional line items are available for excess forms beyond 5,000 annually and print-to-mail services. The County reserves the right to award to multiple vendors. Communications and submissions must occur through the County's BuyNet procurement system. The Contracting Officer is Josielyn Kaai (josielyn.kaai@sdcounty.ca.gov).