SAM #USCA27R0019

Federal Judiciary W-2 and 1099 Tax Form Printing and Mailing Services

The Administrative Office of the United States Courts is seeking annual printing and mailing support for Federal Judiciary tax forms and corrected forms. - Government buyer: Administrative Office of the United States Courts (AO), through the Procurement Management Division and Court Personnel Management Division. - Scope: Print and mail AO-provided, print-ready files for W-2, 1099-R, 1099-INT, 1099-MISC, and 1099-NEC forms. The requirement covers five annual cycles and includes corrected forms. - Annual quantities: 71,000 W-2s; 71,000 1099-Rs; 800 1099-INTs; 2,500 1099-MISCs; and 13,000 1099-NECs. Estimated corrected-form volumes are 100 1099-INTs, 400 1099-MISCs, and 800 1099-NECs. - Additional deliverables: Process test files and provide nine separate searchable, printable PDF files containing mailed-record data. - Notable requirements: Handle sensitive personally identifiable information securely, provide review samples and mailing confirmations, mail within seven business days, and provide USPS bulk-mailing certifications. Mailings must reach domestic, U.S. territory, and international addresses. The scope is limited to printing and mailing; the AO supplies populated PDFs and instructions. - OEMs and named vendors: No product manufacturers or contractor vendors are identified. USPS is referenced for mailing certification. - Potential competing providers: R.R. Donnelley & Sons Company, Taylor Corporation, and Canon Solutions America, Inc.

Description

NOTE: The solicitation number for this requirement is USCA27R0019.  Section L shows USCA27Q0010 this was on oversight, request everyone who is interested use RFP number USCA27R0019.  The Solicitation will be corrected under the Amendment 0001 which will include responses to questions.

The Administrative Office of the United States Courts (AO) is seeking contractor services for the printing and mailing of thefollowing Internal Revenue Service (IRS) information returns:

• W-2, Wage and Tax Statement • 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. • 1099-INT, Interest Income • 1099-MISC, Miscellaneous Income • 1099-NEC Nonemployee Compensation

The printing and mailing support service will allow the Federal Judiciary to accomplish the requirement on the annual IRS taxreporting obligations. This contract will be for printing and mailing services ONLY and DOES NOT include the contractor providingany other tax-related services. The AO will provide ready-to-print and mail Portable Document File (PDF) data files to the contractorwith all W-2 and 1099 boxes prepopulated with the appropriate tax information along with appropriate instructions of each tax form.The contractor must be able to print and mail W-2s and 1099s domestically, as well as to U.S. territories and international addresses asprovided by the judiciary.

See the attached solicitation, USCA27R0019, for a more detailed breakdown of the requirements.  Questions are due by 12:00PM (Noon) Eastern Time on October 26, 2026 and shall be submitted via email toAnita_Middleton@ao.uscourts.gov and Jess_Gonzalez@ao.uscourts.gov. Questions shall reference "RFQ USCA27Q0010 - W2/1099Printing and Mailing Distribution Support" in the email subject line. All questions shall indicate which document, section, and/orclauses of the solicitation that the questions refer to and the page number.

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