Financial Institution Data Match (FIDM) Services

The Texas Comptroller of Public Accounts is seeking a qualified independent contractor to deliver Financial Institution Data Match (FIDM) services under Solicitation Number 304-26-1692SH, with proposals due by March 10, 2026. The contractor will be responsible for facilitating secure, compliant data exchanges between financial institutions and state agencies to identify accounts held by delinquent taxpayers, aligning with federal mandates and the Multistate Financial Institution Data Match Specifications Handbook, Version 3.0. The services encompass end-to-end program implementation, including the development of systems for quarterly data matching using either the All Accounts Method or Matched Accounts Method, outreach and support to participating financial institutions, data quality assurance, cybersecurity controls, and ongoing reporting. Performance is required to begin on July 1, 2026, with an initial contract term ending December 31, 2026, and optional renewals extendable through December 31, 2029. The contract is structured as a firm-fixed-price agreement, with separate line items for one-time implementation costs, recurring quarterly reporting fees, and annual outreach services, though no monetary values are specified in the solicitation. Award will be made based on a best-value trade-off evaluation, where the respondent’s demonstrated competence and experience account for 40% of the scoring, compliance with technical and operational specifications contributes 30%, and the reasonableness of the proposed fee makes up the remaining 20%. Proposals must include a comprehensive work plan, transition strategy, detailed resumes of proposed key personnel, and adherence to stringent cybersecurity standards including annual SOC 2 Type II or FedRAMP certification, FIPS-compliant AES 128+ encryption, SAML/OpenID Connect authentication, and annual third-party penetration testing. Contractors must also comply with Texas-specific requirements, including submission of a Historically Underutilized Business subcontracting plan, criminal conviction certifications for all personnel, a nondisclosure agreement, and an organizational conflict of interest statement. All proposals must be submitted electronically as a single searchable PDF to bidcpa@cpa.texas.gov by the deadline, with strict prohibitions against late, faxed, or non-compliant submissions. The contractor will be required to maintain all records for audit purposes, ensure public information compliance under Texas law, and obtain prior approval for any changes to key personnel. Performance will be monitored remotely by the Comptroller, with no physical delivery requirements, and payments