San Diego County - 1099 and TIN Matching Reporting Services - RFQ 13416 / BPM013416 (2026)
San Diego CountyCounty · San Diego County, CA- Due
- Oct 20, 2026
- 7 days left
- Posted
- Sep 29, 2026
- Contract term
- 1 year
- Primary contact
- Josielyn Kaai
- (858) 997-4058
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THE 30-SECOND BRIEF
San Diego County Health and Human Services Agency seeks proposals for end-to-end 1099 software and services, IRS TIN Matching services, and electronic 1099 filing services compliant with federal regulations. The contractor will handle approximately 5,000 forms annually (75% NEC, 8% MISC, 17% INT), including data collection, validation, correction processing, IRS e-filing, and generating TIN matching results in Excel and 1099 forms in PDF format. Requirements include SaaS web-based software, SOC 1 and SOC 2 Type II audit reports, strict data security standards including FIPS 140-3 and U.S. data residency, and an expected start date of November 1, 2026. The submission deadline is October 20, 2026, prior to 5:00 p.m., with questions due by October 6, 2026.
1099 Software for Initial Term and Option Years, Standard Form - Regular Processing for forms in excess of 5, 000, Print-to-Mail services
Technical merit, experience, capacity, history of compliance, availability, price, sustainability, cultural competency
SUMMARY
San Diego County Health and Human Services Agency seeks proposals for end-to-end 1099 software and services, IRS TIN Matching services, and electronic 1099 filing services compliant with federal regulations.
The contractor will handle approximately 5,000 forms annually (75% NEC, 8% MISC, 17% INT), including data collection, validation, correction processing, IRS e-filing, and generating TIN matching results in Excel and 1099 forms in PDF format. Requirements include SaaS web-based software, SOC 1 and SOC 2 Type II audit reports, strict data security standards including FIPS 140-3 and U.S. data residency, and an expected start date of November 1, 2026. The submission deadline is October 20, 2026, prior to 5:00 p.m., with questions due by October 6, 2026.
EVALUATION CRITERIA
8- Technical merit
- Experience
- Capacity
- History of compliance
- Availability
- Price
- Sustainability
- Cultural competency
REQUIRED DELIVERABLES
1099 Software for Initial Term and Option Years, Standard Form - Regular Processing for forms in excess of 5, 000, Print-to-Mail services
REQUIRED ATTACHMENTS
6- Offeror's Cover Page (PC600)
- Representations and Certifications form (PC601)
- Small-Local Business Self-Certification Form (PC610)
- Nondisclosure Indemnification Agreement (PC620)
- Information Technology Requirements - Business Critical (Attachment 1)
- Data Security Checklist (Attachment 2)
- Submit to
- https://sdbuynet.sandiegocounty.gov/
- Duration
- 60 months
- Scope location
- San Diego, CA
Questions about this RFP
How do I respond to this RFQ from San Diego County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 20, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://sdbuynet.sandiegocounty.gov/. For questions, contact Josielyn Kaai.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including San Diego County in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFQ submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Josielyn Kaai at (858) 997-4058. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: 1099 Software for Initial Term and Option Years, Standard Form - Regular Processing for forms in excess of 5, 000, Print-to-Mail services. Proposals should clearly address how each deliverable will be met.
Can I search RFQs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Technical merit, experience, capacity, history of compliance, availability, price, sustainability, cultural competency" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from San Diego County?
All active and historical solicitations from San Diego County are tracked and searchable. As a county agency, San Diego County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of October 20, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
What documents are required to bid on this RFQ?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Offeror's Cover Page (PC600), Representations and Certifications form (PC601), Small-Local Business Self-Certification Form (PC610), Nondisclosure Indemnification Agreement (PC620), Information Techno. Review the full document from San Diego County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: San Diego, CA. Review the full solicitation for detailed scope requirements.