1099 Replacement

Statement of Work (SOW) / Performance Work Statement (PWS)

The Defense Finance and Accounting Service (DFAS) requires a modern software solution to replace its legacy system for filing information returns, specifically to comply with the IRS's new Information Returns Intake System (IRIS) and its Application-to-Application (A2A) interface. The new system must be cloud-native, API-first, and support comprehensive compliance workflows.

The vendor will be responsible for the design, development, testing, and deployment of a cloud-based (SaaS) software solution on a Government-provided JWCC environment (FedRAMP IL4 accredited). The solution must be compatible with IRIS, support a high volume of forms (over 130,000), and handle various return types (e.g., W-2C, 1099-NEC, 1099-MISC). Key functionalities include data import/export (CSV, Excel), user-friendly interface, guided user experience, automated calculations, real-time TIN verification, integrated recipient delivery (print/mail and electronic), robust error checking, and support for the Combined Federal/State Filing (CF/SF) program. A RESTful API for vendor access is also required.

• The solution must comply with DoDI 8510.01 (RMF), DISA STIGs, and NIST SP 800-53.

• Cloud Service Offerings must meet FedRAMP Moderate baseline security.

• Must handle Controlled Unclassified Information (CUI) and Personally Identifiable Information (PII).

• Support DoD Common Access Card (CAC) and PKI certificates for Identity and Access Management (ICAM).

• Demonstrate ability to meet CMMC Level 2 requirements.

• Compliance with DoD 5015.02-STD for records management.

• Adherence to Section 508 accessibility standards.

• Phased release methodology is required.

• A Proof of Concept (POC) must be delivered within 90 days of award.

• Critical outages require a response within 30 minutes.

• Base period: Six (6) months for POC.

• Subsequent option periods: One (1) year each, contingent on performance.

• Place of Performance: Continental United States (CONUS), District of Columbia, and outlying areas.

• No low-code or no-code development platforms.

• Government shall receive Unlimited Rights to all custom code.

• Solution must support a Continuous Authority to Operate (cATO).

• 24/7/365 customer support is required.

Request for Information (RFI) / Sources Sought

This RFI seeks information on qualified vendors and potential solutions for a modern, cloud-native software platform to replace the legacy Filing Information Returns Electronically (FIRE) system. The new platform must meet IRS Information Returns Intake System (IRIS) A2A interface requirements and support a back-up desktop solution. This initiative is part of the Department of War's (DoW) digital transformation strategy.

• Form Support: Ability to manage over 130,000 information returns (e.g., W-2C, 1099-NEC, 1099-MISC).

• IRS IRIS Compatibility: Full compatibility with the IRIS A2A platform, including XML generation, transmission, and status tracking.

• User Experience: Modern, intuitive, web-based UI with a dashboard and guided workflows.

• Data Management: Import/export capabilities (CSV, Excel), bulk editing, and state filing support.

• Vendor API Access: Secure RESTful API for DoW vendors to access tax forms via CAGE code.

• Recipient Delivery: Integrated print/mail and secure electronic delivery portal.

• Data Migration: Approach for migrating at least 5 years of data from the FIRE system.

• Data Validation: Multi-layered validation, including real-time IRS TIN Matching.

• Security & Compliance: DoD compliance (DoDI 8510.01, DISA STIGs, NIST SP 800-53), FedRAMP Moderate, CMMC Level 2, DoD 5015.02-STD, Section 508 compliance.

• Identity & Access: Support for DoD Common Access Card (CAC)/PKI, RBAC, and ABAC for Zero Trust.

• Architecture: Non-proprietary, object-oriented codebase; no low-code/no-code platforms.

• DevSecOps: Integration of security into CI/CD pipeline for Continuous Authority to Operate (cATO).

• Sustainment: Ongoing maintenance, annual IRS tax updates, and 24/7/365 customer support.

• Vendors should describe their proposed solution, provide a project plan with a timeline for FY26 completion, a cost breakdown, and recent relevant contracts.

• Responses should address all items in Sections 3-6 of the draft PWS.

• Responses must not exceed 5 pages and should be emailed as a PDF or MS Word attachment.

• Deadline: February 27, 2026.

• Contact: Marlon Garcia at Marlon.i.garcia.civ@mail.mil.

Respondents must detail experience with:

• DoD IL5 environments, RMF, ATO, and ICAM integration.
• IRS IRIS A2A platform and high-volume processing.
• Technical architecture and "software factory" approach (CI/CD, SAST/DAST).
• Data migration from FIRE and external API strategy.
• Data rights and intellectual property.
• DoD 5015.02-STD certification or plan.
• Customer support structure and SLA adherence (U.S. persons, CONUS).
• Section 508 compliance (VPAT).
• Implementation timeline and project plan.
• Transition-out plan and data portability.
• Past performance and client references (max 3).
• Annual IRS updates and maintenance process.
• Detailed pricing and cost structure.
• Technical implementation of TIN Matching.
• Commercial product feature comparison.

This is an RFI for information and planning purposes only. It is not a solicitation, and responses do not constitute an offer. All costs for responding are the responsibility of the vendor.

Statement of Work (SOW) / Performance Work Statement (PWS)

The Defense Finance and Accounting Service (DFAS) requires a modern software solution to replace its legacy 1099 filing system. This is driven by the IRS mandate to transition from the FIRE system to the new IRIS platform, which uses an XML schema and an A2A interface for electronic bulk filing.

The vendor will be responsible for the design, development, testing, and deployment of a cloud-native (SaaS), API-first software solution. The software must be compatible with the IRS IRIS platform and deployed on a Government-provided JWCC environment (FedRAMP IL5 accredited). Key functionalities include:

• Support for various information returns (W-2C, 1099-NEC, MISC, INT, R, DIV).

• High-volume IRIS A2A compatibility (over 130,000 forms).

• Data import (CSV, Excel) and export capabilities.

• User-friendly, responsive interface with guided workflows and intelligent error handling.

• Real-time TIN verification and integrated recipient delivery (print/mail and electronic).

• Comprehensive compliance with IRS Combined Federal/State Filing (CF/SF) program and direct state filing.

• A secure RESTful API for vendor access to tax forms.

• Compliance with DoD security mandates (RMF, STIGs, NIST SP 800-53, FedRAMP Moderate equivalent, CMMC Level 2, Section 508).

• Phased release methodology and modular architecture.

• Thorough testing (Unit, SIT, Security, Regression, UAT).

• Support for Continuous Authority to Operate (cATO) through automated monitoring and DevSecOps integration.

• 24/7/365 customer support with defined Service Level Agreements (SLAs) for response times based on severity.

• Provision of adaptive, corrective, and preventative maintenance, including annual IRS tax updates.

• Base period: Six (6) months for Proof of Concept (POC).

• Subsequent one (1) year option periods contingent on performance.

• All work to be performed within the Continental United States (CONUS), DC, and outlying areas by U.S. Persons.

• Government shall receive Unlimited Rights to all custom code.

• Solution must be cloud-native, API-first, and built on a non-proprietary, object-oriented codebase (low-code/no-code prohibited).

• Strict adherence to cybersecurity requirements, including CUI/PII handling, ICAM (CAC/PKI support), and Records Management certification.

• Data migration from at least five (5) previous years of IRS FIRE system data.

• Deliverables include POC, SDP, functional software, migration plans, security reports, documentation, training materials, and status reports.