Solicitation
W-2 and 1099 Printing and Mailing Distribution Support
Administrative Office of the US Courts
More open Administrative Office of the U.S. Courts contracts
AI summaryThe Administrative Office of the U.S. Courts (AO) wants a contractor to print and mail the Federal Judiciary's yearly W-2 and 1099 tax forms under solicitation USCA27R0019. It is a base year from November 16, 2026 plus four option years, with work at the contractor's facility. The quantity is unclear: 71,000 EA of W-2s in the price schedule versus an estimated 25,000 in the statement of work. The response due date is November 2, 2026, 12:00 PM Eastern. More in the summary
AI summary Beta
This summary may miss requirements: 1 of 2 attachments weren't read (W2 1099 Pricing Workbook.xlsx). Check the attachments on SAM.gov.
The Administrative Office of the U.S. Courts (AO) wants a contractor to print and mail the Federal Judiciary's yearly W-2 and 1099 tax forms under solicitation USCA27R0019. It is a base year from November 16, 2026 plus four option years, with work at the contractor's facility. The quantity is unclear: 71,000 EA of W-2s in the price schedule versus an estimated 25,000 in the statement of work. The response due date is November 2, 2026, 12:00 PM Eastern.
Who can bid
- Registered in the System for Award Management (SAM) with no exclusions on the proposal due date
- Five recent, relevant past performance examples from the last three years
- A named Program Manager as key personnel, with a resume of up to two pages
How to submit: Email to Anita_Middleton@ao.uscourts.gov and Jess_Gonzalez@ao.uscourts.gov, with the subject line referencing the solicitation title as written in Section L. What to include is under Full summary below. Check the solicitation's instructions on SAM.gov.
Things to watch (10)
From the version posted Oct 23, 2026.
- Serious: Quantities in the schedule and the statement of work differ. The price schedule shows 71,000 EA for W-2s and 71,000 EA for 1099-Rs, but the statement of work estimates 25,000 W-2s and 3,000 1099-Rs, and about 45,000 returns arrive each January. Ask which counts apply to pricing.
- Worth checking: Pricing workbook attached but not read. The required pricing workbook (W2 1099 Pricing Workbook.xlsx) is controlled and needs an access request on SAM.gov, so its layout was not reviewed here.
- Worth checking: Solicitation number mismatch; amendment pending. Section L still shows USCA27Q0010 in the email subject line, but the notice asks bidders to use RFP number USCA27R0019. Amendment 0001 is to correct it and carry answers to questions.
Show all 10Show fewer
- Worth checking: Price outside the price volume. Putting any price information in the technical volume means the whole proposal package is not evaluated.
- Worth checking: Seven-business-day print and mail turnaround. Files arrive each January 18th and every form must be printed, approved on samples, and mailed within seven business days.
- Worth checking: Security testing right after award. The AO will test your secure file system immediately after award, and a failure can lead to immediate termination. Staff also need suitability checks, and you must supply a system security plan.
- Worth checking: Liquidated damages for errors. Each processing error costs $100, capped at 75% of the charges for one annual job. A tax form sent in someone else's envelope is a breach of contract.
- Minor: Corporate experience definition does not fit the work. The definition of relevant experience refers to a budget solution covering budget formulation and execution, not printing and mailing. Ask what past work counts.
- Minor: Test file delivery date before award. The delivery schedule shows CLIN 0001 (test files) required on September 29, 2026, while work starts November 16, 2026 and the statement of work says test files come December 15 to 31.
- Minor: Questions were due Oct 26, 2026. Check the amendments for the agency's answers.
Read from the notice and 1 attachment. 1 of 2 not read. Show which files.
- USCA27R0019 W2 1099 Printing and Mailing Services.pdf (read)
- W2 1099 Pricing Workbook.xlsx: not read (access is restricted): request it on SAM.gov
Full summary
What they want
- Print and mail paper W-2s (CLIN 0002, 71,000 EA in the schedule, estimated 25,000 in the statement of work, under 5 separate employer ID numbers) and 1099-Rs (CLIN 0003, 71,000 EA in the schedule, estimated 3,000 in the statement of work); a contract line item number (CLIN) is one priced line of the order
- Print and mail 1099-INT (CLIN 0004, 800 EA), 1099-MISC (CLIN 0005, 2,500 EA) and 1099-NEC (CLIN 0006, 13,000 EA), plus corrected forms: 100 EA 1099-INT, 400 EA 1099-MISC, 800 EA 1099-NEC
- Print and mail each year's forms within seven business days of getting the secure data files, which arrive each January 18th (or next business day)
- Process test files (CLIN 0001, 1 JB) sent December 15 to 31, within 5 business days of receipt
- Send review samples within 2 business days of each production file and wait for AO approval before printing
- Seal one form per envelope marked IMPORTANT TAX DOCUMENT ENCLOSED, use the AO's U.S. Postal Service (USPS) bulk permit, and deliver batches to USPS with Certificates of Bulk Mailing
- Create data files of the mailed records within 3 business days after delivery to USPS (CLIN 0007)
- Protect personal data: encrypted file transfer, a system security plan, and deletion of source files after mailing
- Contract type
- Firm-fixed-price (FFP): one set price, whatever the work ends up costing
- Period of performance
- Base year November 16, 2026 to November 15, 2027, plus four one-year options (Option Year 4 ends November 15, 2031). A clause allows up to 6 months more of extended services.
- Place of performance
- Primarily at the contractor's facility inside the contiguous United States; in-person meetings at the Thurgood Marshall Federal Judiciary Building, One Columbus Circle NE, Washington, DC. SAM.gov lists Washington, DC.
- Estimated value
- Not stated
- How they'll choose
- Best value tradeoff: non-price factors combined are significantly more important than price. The AO may award to other than the lowest priced bidder.
- Offers due
- November 2, 2026, 12:00 PM Eastern
- How to submit
- Email to Anita_Middleton@ao.uscourts.gov and Jess_Gonzalez@ao.uscourts.gov, with the subject line referencing the solicitation title as written in Section L
- Page limits
- Volume I Technical: 45 pages total (Technical Approach 15 pages, Management Approach 20 pages, Corporate Experience 10 pages); Program Manager resume: 2 pages
What they'll judge offers on
- Technical Approach: understanding and capability to meet the statement of work, and ability to meet the data security section C.6
- Management Approach: management structure, execution strategy, quality control plan, and experience of the key personnel (Program Manager)
- Corporate Experience: five contracts of similar size and scope completed in the past three years or currently being performed
- Price/Business: price reasonableness of the pricing workbook; unbalanced pricing may lead to rejection
What to include when you submit
- Volume I (Technical) goes as a searchable PDF; Volume II (Price and Business) goes in the Excel pricing workbook, with any extra pricing information as a searchable PDF
- Keep price information only in Volume II; pricing in any other volume means the whole proposal package is not evaluated
- Technical Approach must show capability, compliance with section C.6 (data security), and how the work gets done with minimal rework
- Management Approach must include a management plan, a staffing plan, a quality control plan, and the Program Manager's resume (key personnel)
- Corporate Experience: identify at least five recent and relevant past performance examples within the last three years, with nature of the work, period, customer, relevance, and customer points of contact
- Complete the pricing workbook for all years including the 6-month extension: Tab 1 Schedule B Pricing and Tab 2 Offeror Cost Details with fully burdened labor rates
- Include the first page only of the signed solicitation and of any signed amendments
- Fill in the information for clauses 7-10 (contractor representative), 2-65 (key personnel) and 3-5 (taxpayer identification)
- State all ground rules, assumptions and any exceptions with the reason
- Format: 8.5 x 11 inch pages, 1 inch margins, 12-point font, no footnotes, no hyperlinks; proposals stay valid for 180 days from the closing date
After award, you must have
- Secure file system for receiving and storing AO files, open to AO security testing right after award and before any work starts From USCA27R0019 W2 1099 Printing and Mailing Services.pdf:
Branch immediately after award, and prior to any work performed under this contract.
- All staff on the contract must pass a suitability check by the AO Security Office before they access any work From USCA27R0019 W2 1099 Printing and Mailing Services.pdf:
In accordance with Clause 7-20, Security, all contractor staff working in performance of the contract a required to pass a suitability…
Current contractor
No incumbent is named in the documents.
Not in the notice text
- The pricing workbook (W2 1099 Pricing Workbook.xlsx) is attached on SAM.gov but was not read; it is controlled and needs an access request on SAM.gov.
- Amendment 0001, with answers to questions and the corrected solicitation number, was not among the documents read.
- The set-aside is not stated on SAM.gov or in the solicitation's instructions; whether the buy is open to all firms is not clear.
- The Government's estimate or budget is not given.
- The statement of work scope text names 1099-C forms, but the price schedule has no 1099-C line.
Eligibility and how to respond
- No set-aside: any business, large or small, can bid unless the notice says otherwise.
- How to submit, from the AI summary: Email to Anita_Middleton@ao.uscourts.gov and Jess_Gonzalez@ao.uscourts.gov, with the subject line referencing the solicitation title as written in Section L. Check it in the notice before you send anything.
- Service contracts usually set minimum pay rates (the Service Contract Act). Price the labor with the SCA price calculator.
Notice details
- Posted
- Oct 23, 2026
- Notice type
- Solicitation
- Office
- Aousc-Procurement Management Div, Washington, DC
- Product/service code
- R431 · Support – Professional: Human Resources
- Business type
- Consulting & professional services (FedReady's grouping, from NAICS 541213)
- Versions
3 versions have been posted, newest first.
- Oct 23, 2026 · Amendment 0001 (this version)Due Nov 2, 2026
- Oct 23, 2026 · AmendmentDue Nov 2, 2026
- Oct 22, 2026 · SolicitationDue Nov 2, 2026
- Attachments
Past awards and competition
Who has won work like this before, the likely incumbent, and what similar contracts paid, from USAspending.gov.
Before you respond
- How to respond to a solicitation (8 steps)
- How to read a government solicitation
- How to price a government contract
Terms on this notice: Solicitation
Full notice text from SAM.gov
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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