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Washington State Department of Retirement Systems IRS E-File Tax Reporting Support RFP No. 26-03

Washington Department of Retirement Systems logoWashington Department of Retirement Systems
Due
Jul 31, 2026
Deadline passed
Posted
Jun 17, 2026
Contract term
1 year
Primary contact
Wendy Kancianich
(360) 664-7231

The 30-second brief

What they're buying

The Washington State Department of Retirement Systems seeks an authorized provider for one year of IRS e-Filing support in 2027, including XML bulk filing for approximately 330,000 records. Proposals are due July 31, 2026.

What you must deliver

Submission confirmation reports, IRS acknowledgment files, Detailed reject/error reports, Annual summary reports

How it's scored

Technical Proposal (40 points), Qualifications and Experience (35 points), Fee Proposal (15 points), Workers Rights (3 points), Certified Veteran or Small Business (7 points)

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Summary

The Washington State Department of Retirement Systems seeks an authorized provider for one year of IRS e-Filing support in 2027, including XML bulk filing for approximately 330,000 records. Proposals are due July 31, 2026.

EVALUATION CRITERIA

Technical Proposal40 pts
Qualifications and Experience35 pts
Fee Proposal15 pts
Workers Rights3 pts
Certified Veteran or Small Business7 pts

REQUIRED DELIVERABLES

4
  • Submission confirmation reports
  • IRS acknowledgment files
  • Detailed reject/error reports
  • Annual summary reports

REQUIRED ATTACHMENTS

4
  • Attachment A: Fee Schedule
  • Attachment B: Bidder Information Declaration and Certification Form
  • Attachment C: Questionnaire
  • Exhibit A: Sample Contract
Duration
12 months
Scope location
Tumwater, WA
Reported agency
Washington State Department of Retirement Systems

Questions about this RFP

How do I respond to this RFP from Washington Department of Retirement Systems?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 31, 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: [email protected]. For questions, contact Wendy Kancianich.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Washington Department of Retirement Systems in WA, 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 RFP 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 Wendy Kancianich at (360) 664-7231. Questions and answers are typically shared with all prospective bidders.

What are the key deliverables?

The solicitation specifies the following deliverables: Submission confirmation reports, IRS acknowledgment files, Detailed reject/error reports, Annual summary reports. Proposals should clearly address how each deliverable will be met.

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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 Proposal (40 points), Qualifications and Experience (35 points), Fee Proposal (15 points), Workers Rights (3 points), Certified Veteran or Small Business (7 points)" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Washington Department of Retirement Systems?

All active and historical solicitations from Washington Department of Retirement Systems are tracked and searchable. As a state agency, Washington Department of Retirement Systems 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.

What documents are required to bid on this RFP?

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: Attachment A: Fee Schedule, Attachment B: Bidder Information Declaration and Certification Form, Attachment C: Questionnaire, Exhibit A: Sample Contract. Review the full document from Washington Department of Retirement Systems for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Tumwater, WA. Review the full solicitation for detailed scope requirements.

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