# San Diego County Ivalua #BPM013416

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

**Posted:** September 29, 2026
**Respond By:** October 21, 2026
**Identifier:** BPM013416
**NAICS:** 518210

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.

[View original listing](https://sdbuynet.sandiegocounty.gov/page.aspx/en/bpm/process_manage_extranet/13634)