Earned Income Tax Credit Coordination Services

The County of San Diego is seeking a contractor to coordinate countywide Earned Income Tax Credit services, including free tax preparation through Volunteer Income Tax Assistance sites, volunteer recruitment and training, outreach, reporting, and resource referrals.

San Diego County > Department of Purchasing and Contracting > Department of Strategy and Community Engagement


General
Closed (past due)
BPM013324
Oct 14, 2026 10:00 PM
Sep 15, 2026 09:30 AM
1 year base + 1 × 1 year option
Request for Quote/Qualifications (RFQ)
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Original Solicitation Links
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BPM013324

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rfq

Contact
joshua.blandino@sdcounty.ca.gov
+16193721908
5560 Overland Avenue, San Diego, CA, USA
Submission Instructions
Description

The County of San Diego is seeking a contractor to coordinate annual Earned Income Tax Credit campaigns and support the San Diego County EITC Coalition. Services include strategic planning; coordination of Volunteer Income Tax Assistance sites; recruitment and training of volunteers, interns, and presenters; free tax preparation support; outreach and presentations; partnership development; data collection, analysis, and reporting; client satisfaction surveys; and connections to benefits and other self-sufficiency resources. The contractor must provide 1,050 to 1,200 coordination hours per contract year, recruit at least 15 new volunteers annually, conduct at least 12 trainings, deliver 10 to 14 outreach presentations, coordinate at least one expansion site per year, recruit and train interns, and connect 1,000 to 2,000 participants with resources. The initial term is January 1, 2027, through December 31, 2027, with one one-year option period. Responses must address the program and technical requirements, staffing, experience, references, program delivery approach, pricing, acceptance of contract terms, and required certifications and forms.

Classification Codes
NAICS541213Tax Preparation Services
PSCR699Other Administrative Support Services
Smart Codes
tax preparation servicesvolunteer coordination servicescommunity outreach services
Specifications
Service
Timeline
Sep 15, 2026 04:30 PM-RFx Begin Date
Oct 06, 2026 12:00 AM-Questions Due
Oct 14, 2026 10:00 PM-Quote Due
Requirements
Required
  • Commercial General Liability — $2,000,000.00
  • Automobile Liability — $1,000,000.00
  • Workers' Compensation and Employer's Liability — $1,000,000.00
  • Professional Liability (Errors & Omissions) — $2,000,000.00
  • Cyber/Information Security Liability — $2,000,000.00
Scored
  • Minimum 2 references
  • Client point of contact required for each reference
Documents
TitleDate Posted
rfp091626bSep 16, 2026 08:41 AM
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