San Diego County Ivalua #BPM013416

San Diego County 1099 Reporting, TIN Matching, and E-Filing Services

San Diego County is seeking a cloud-based service to prepare, match, and file approximately 5,000 annual 1099 forms. - Government buyer: County of San Diego, Health and Human Services Agency (HHSA), HHSA Fiscal Division; procurement is managed by the Department of Purchasing and Contracting. - Opportunity: RFQ 13416 (solicitation BPM013416) for end-to-end 1099 reporting, IRS Taxpayer Identification Number (TIN) Matching, and electronic filing. - Volume and workload: Approximately 5,000 forms per year (about 75% NEC, 8% MISC, and 17% INT), approximately 10 corrections, and three TIN Matching requests annually. The solution must support at least 5,000 forms per year. - OEMs and named providers: No product OEM or selected service vendor is identified. AWS, Azure, and Google are mentioned only as examples of cloud service providers, not as designated vendors. - Requested capabilities: SaaS/web-based software, Excel imports, historical data, IRS-compliant PDF forms, direct IRS transmission, and optional print-to-mail and excess-form processing. - Security and operations: Protect taxpayer and other sensitive data; provide U.S.-based support and keep data processing and storage in the United States; encrypt data in transit and at rest using FIPS 140-3 validated cryptography; and avoid deprecated protocols and ciphers. Requirements also cover access controls, audit-log protection, daily backups, at least 180 days of application backup data, tested disaster recovery, County identity-provider/SSO integration, and multifactor authentication. A current SOC 2 Type II report is required for solutions handling sensitive or confidential data, with annual reporting thereafter. - Implementation and service requirements: Provide system documentation and hands-on user and administrator training; convert and load existing County data, including from EAM systems, Access databases, and Excel spreadsheets; retain data for three years; and meet defined turnaround service levels. - Term: An initial partial-year period, followed by four one-year option periods; the draft agreement also allows one to six additional months of extensions. - Potential competing providers: Avalara, Inc., Sovos Compliance, LLC, Wolters Kluwer N.V., and Zenwork, Inc. are examples of companies offering related tax reporting or filing solutions.

Description

The County of San Diego is seeking quotes for 1099 and TIN Matching Reporting Services. The anticipated contract term is one year, with four one-year option periods. The solicitation includes information technology and data security requirements, and vendors must submit responses addressing applicable requirements. Quotes are due October 20, 2026, prior to 5:00 p.m. San Diego time.

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