PA038-26 Provision of 1099 Processing Services on an Annual Contract

The Gwinnett County Board of Commissioners is seeking a qualified vendor to provide end‑to‑end 1099 processing services on an annual contract, with up to four renewal options. The contractor will receive 1099 data from the County’s Oracle system, generate IRS‑compliant forms (1099‑MISC, 1099‑NEC, 1099‑S), handle printing, mailing, electronic delivery, e‑filing, B‑Notice management, TIN matching, corrections, and provide a secure recipient portal for at least three years. Implementation must be completed by December 1 2026, and the provider must meet strict IRS security standards (Pub 1075) and maintain specified insurance coverage. • Scope: Data ingestion from Oracle, form generation, printing & USPS First‑Class mailing, electronic portal, IRS e‑filing, B‑Notice handling, TIN matching, corrections & re‑prints. • Volume: Minimum 100,000 + 1099s annually; provider must demonstrate capacity for high‑volume processing. • Timeline: Contract award after proposal opening (virtual); work must commence immediately and be fully functional by Dec 1 2026. • Deliverables: Monthly invoicing, optional prepaid postage, secure online portal (multi‑factor auth), reporting dashboard, compliance with IRS deadlines and security standards. • Evaluation: Technical criteria (70 pts) + fee proposal (10 pts) + optional interview (10 pts). • Contract term: 1‑year base with up to four 12‑month renewal options; pricing must remain firm for the base term. • Mandatory insurance: $2 M CGL, $1 M auto, workers’ comp, cyber liability, etc., with A‑M Best A‑7 rating.