Program: 171‐S

Term: Date of Award to April 30, 2017

Title: Earnings MOD, MES, and AURORA Notices

BASIS OF

Item No. DESCRIPTION AWARD UNIT RATE COST UNIT RATE COST 

I. COMPOSITION:

(a) Envelopes.........................................per envelope 41 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ No Charge $0.00 

(b) Phamplets, Leaflets, Fact Sheets & Forms.............. per 8‐1/2 x 11" page 216 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $10.00 $2,160.00 (c) Digital Content Proofs (Revised for AA’s only).........per 8‐1/2 x 11" page 20 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $1.00 $20.00 (d) Adobe Acrobat PDF Soft Proof...................................per file 10 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $5.00 $50.00 (e) Digital one‐piece composite laminated half‐tone proof

.............................................................................per 8‐1/2 x 11" page 10 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $11.00 $110.00 

II. PRINTING/IMAGING and BINDING:

(a) Daily makeready/setup charge........................... 256 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $333.50 $85,376.00 

(b) Notices (printing)/imaging per page).................per 100 pages 107,874 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $0.67 $72,275.58 (c) Mail‐out envelope 4‐1/8 x 9‐1/2"....:...................per 100 envelopes 7,530 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $2.07 $15,587.10 (d) Mail‐out envelope 6‐1/8 x 9‐1/2".........................per 100 envelopes 24,640 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $1.35 $33,264.00 (e) CRM Return envelope........................................per 100 envelopes 5,720 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $1.28 $7,321.60 (f) CMS CRM refund envelope..................................per 100 envelopes 322 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $1.69 $544.18 (g) BRM refund envelope..........................................per 100 envelopes 2,446 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $4.55 $11,129.30 

(h) Saddle‐stitched pamphlets: 2 versions

Flat size: 7 x 8"; Folded size: 3‐1/2 x 8"

05‐10095; 05‐10137

Prints in 2 PMS Colors

Price offered includes binding ............................per 100 pages 4,448 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $2.13 $9,474.24 

(i) Saddle‐stitched pamphlets: 3 versions

Flat size: 10‐1/2 x 8"; Folded size: 5‐1/4 x 8"

05‐10153; 05‐10076; 05‐10077

Prints in 2 PMS Colors

Price offered includes binding ...........................per 100 pages 56,088 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $0.37 $20,752.56 

(j) Leaflet: 1 version

Flat size: 10‐1/2 x 8"; Folded size: 5‐1/4 x 8"

05‐10018

Prints in 2 PMS Colors

Price offered includes folding ..........................per 100 complete leaflets 158 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $5.23 $826.34 

(k) Leaflet: 2 versions

Flat size: 14 x 8"; Folded size: 3‐1/2 x 8"

05‐10072; 05‐10958

Prints in 2 PMS Colors

Price offered includes folding ........................per 100 complete leaflets 124 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $7.01 $869.24 

(l) Leaflets: 3 versions

Flat size: 17‐1/2 x 8"; Folded size: 3‐1/2 x 8"

16‐002; 05‐10069; 70‐10281

Prints in 2 PMS Colors

Price offered includes folding .......................per 100 complete leaflets 248 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $4.33 $1,073.84 

(m) Leaflets: 1 version

Flat size: 21 x 8"; Folded size: 3‐1/2 x 8"

70‐10283

Prints in 2 PMS Colors

Price offered includes folding .....................per 100 complete leaflets 2 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $50.66 $101.32 

(n) Fact Sheets: 3 versions

Flat size: 8‐1/2 x 11"; Folded size: 8‐1/2 x 5‐1/2"05‐10007; 05‐10045; 05‐10075

Prints in 2 PMS Colors

Price offered includes folding ....................per 100 complete fact sheets 410 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $9.97 $4,087.70 

LOS ANGELES

LOS ANGELES, CA

NPC, INC.

CLAYSBURG, PA

CENVEO

1 of 4
Program: 171‐S

Term: Date of Award to April 30, 2017

Title: Earnings MOD, MES, and AURORA Notices

BASIS OF

Item No. DESCRIPTION AWARD UNIT RATE COST UNIT RATE COST 

LOS ANGELES

LOS ANGELES, CA

NPC, INC.

CLAYSBURG, PA

CENVEO

(o) Form CMS‐2690

Flat size: 8‐1/2 x 3‐1/2"

Prints in black ‐ face and back

Price includes trimming 4 sides.................per 100 complete forms 270 $3.00 $810.00 $1.85 $499.50 

(p) Form SSA‐3105

Flat size: 10‐1/2 x 8"; Folded size: 3‐1/2 x 8"

Prints in black ‐ face and back

Price includes perfing and folding..............per 100 complete forms 2,148 $6.00 $12,888.00 $1.30 $2,792.40 

(q) Form SSA‐L4360‐SP

Flat size: 8‐1/2 x 11"; Folded size: 8‐1/2 x 5‐1/2"

Prints in black ‐ face only

Price includes folding..................................per 100 complete forms 194 $6.00 $1,164.00 $5.11 $991.34 

(r) Form SSA‐3885 and Form SSA‐4111

Flat size: 8‐1/2 x 11"; Folded size: 8‐1/2 x 5‐1/2"

Prints in black ‐ face and back

Price includes folding..................................per 100 complete forms 30 $8.00 $240.00 $5.00 $150.00 

(s) Form SSA‐150

Flat size: 8‐1/2 x 11"; Folded size: 8‐1/2 x 5‐1/2"

Prints in black ‐ face and back

Price includes drilling and folding..............per 100 complete forms 400 $10.00 $4,000.00 $3.44 $1,376.00 

(t) Form SSA‐561‐U2

Flat size: 8‐1/2 x 11"; Folded size: 8‐1/2 x 5‐1/2"

Prints in black ‐ face and back

Price includes binding..............................per 100 complete snap‐out sets 2 $400.00 $800.00 $21.12 $42.24 

(u) Form SSA‐1560‐U4

Flat size: 8‐1/2 x 11‐5/8" (with 5/8" stub)

Prints in black ‐ face and back

Price includes binding.............................per 100 complete snap‐out sets 10 $400.00 $4,000.00 $10.33 $103.30 

(v) Form SF‐180; Form SF‐1588; Form SSA‐4588‐OP1, Form SSA‐4588‐OP2,

Form SSA‐4588‐OP3, Form SSA‐4588‐OP4, Form SSA‐4588‐OP5,

and Form SSA‐4588‐OP6

Flat size: 17 x 11"; Folded size:8‐1/2 x 5‐1/2"

Prints in black ‐ face and back

Price includes folding...............................per 100 complete forms 12 $25.00 $300.00 $19.20 $230.40 

(w) Form SSA‐21; Form SSA‐1724

Flat size: 17 x 11"; Folded size: 8‐1/2 x 5‐1/2"

Prints in black ‐ face and back

Price includes drilling and folding..........per 100 complete forms 2,610 $10.00 $26,100.00 $3.44 $8,978.40 

(x) Form SSA‐1372‐BK

Flat size: 17 x 11”; Pasted size: 8‐1/2 x 11” pages

Then re‐folded to finished size: 8‐1/2 x 5‐1/2”

8‐page paste on fold

Prints in black ‐ face and back

Price includes paste binding................per 100 complete booklets 1 $500.00 $500.00 $160.00 $160.00 

2 of 4
Program: 171‐S

Term: Date of Award to April 30, 2017

Title: Earnings MOD, MES, and AURORA Notices

BASIS OF

Item No. DESCRIPTION AWARD UNIT RATE COST UNIT RATE COST 

LOS ANGELES

LOS ANGELES, CA

NPC, INC.

CLAYSBURG, PA

CENVEO

III. PAPER: Per 100 leaves

Notices ‐

(a) White Offset Book, 50‐lb

(2) Format B ‐ 8‐1/2 x 11" 53,936 $0.75 $40,452.00 $0.66 $35,597.76 

(b) Mailout Envelope 4‐1/8 x 9‐1/2

White Wove 24‐lb or White Offset Book, 50‐lb

(2) Format B ‐ 8‐1/2 x 11" 7,530 $1.20 $9,036.00 $2.07 $15,587.10 

(c) Mail‐out Envelope 6‐1/8 x 9‐1/2"

White Kraft 24lb.

(3) Format C ‐ 14 x 8" 24,640 $1.30 $32,032.00 $1.69 $41,641.60 

(d) CRM Return Envelope; CMS CRM Refund Envelope

White Wove 20 lb.

(2) Format B ‐ 8‐1/2 x 11" 2,446 $1.10 $2,690.60 $1.28 $3,130.88 

(e) BRM Refund Envelope

Colored Wove, 20‐lb.

(2) Format B ‐ 8‐1/2 x 11" 6,042 $1.40 $8,458.80 $4.55 $27,491.10 

(f) All Pamphlets, Leaflets and Fact sheets

White Offset Book 60 lb.

(1) Format A ‐ 5‐1/4 x 8" 30,268 $0.60 $18,160.80 $0.56 $16,950.08 

(2) Format B ‐ 8‐1/2 x 11" 568 $0.90 $511.20 $1.11 $630.48 (3) Format C ‐ 14 x 8" 124 $1.35 $167.40 $1.42 $176.08 (4) Format D ‐ 17‐1/2 x 8" 248 $1.80 $446.40 $2.13 $528.24 

(g) Form CMS‐2690

Yellow Index 90 lb.

(1) Format A ‐ 5‐1/4 x 8" 270 $2.00 $540.00 $1.15 $310.50 

(h) Form SSA‐3105;Form SSA‐L4360‐SP Form SSA‐3885; Form SSA‐150;

Form SF‐180; Form SF‐1588; Form SSA‐4588(OP1 thru OP6); Form SSA‐21;

Form SSA‐1724; and Form SSA‐1372‐BK

White Writing 20 lb. or White Offset Book 50 lb.

(2) Format B ‐ 8‐1/2 x 11" 4,988 $1.50 $7,482.00 $0.76 $3,790.88 

(i) Form SSA‐561‐U2 (Parts 1 & 2)

White Chemical Transfer, CB, CF 13‐15 lbs.

(2) Format B ‐ 8‐1/2 x 11" 2 $100.00 $200.00 $42.24 $84.48 

(j) Form SSA‐1560‐U4 (Part 1)

Chemical Transfer Bond White NCR CB 15 lbs.

(3) Format C ‐ 14 x 8" 10 $100.00 $1,000.00 $5.16 $51.60 

(k) Form SSA‐1560‐U4 (Part 2 and 3)

Chemical Transfer Bond White NCR CFB 17 lbs..................

(3) Format C ‐ 14 x 8" 20 $100.00 $2,000.00 $10.34 $206.80 

(l) Forms SSA‐1560‐U4 (Part 4)

Chemical Transfer Bond White NCR CF 15 lbs.

(3) Format C ‐ 14 x 8" 10 $100.00 $1,000.00 $5.16 $51.60 

3 of 4
Program: 171‐S

Term: Date of Award to April 30, 2017

Title: Earnings MOD, MES, and AURORA Notices

BASIS OF

Item No. DESCRIPTION AWARD UNIT RATE COST UNIT RATE COST 

LOS ANGELES

LOS ANGELES, CA

NPC, INC.

CLAYSBURG, PA

CENVEO

IV. INSERTING AND MAILING:

Earnings MOD:

(a) Mailers 1, 3,5, 6,7‐ Personalized Notice, mail‐out envelope 4‐1/8 x 9‐1/2"

....................................................per 100 complete mailers 5,474 $6.00 $32,844.00 $21.22 $116,158.28 

(b)

Mailer 2 ‐ Personalized Notice, CRM Return Envelope SSA Pub No. 16‐002, mail‐

out envelope 4‐1/8 x 9‐1/2"

...............................................................per 100 complete mailers

560 $7.50 $4,200.00 $9.86 $5,521.60 

(c)

Mailer 4 ‐ Personalized Notice, Personalized Spanish Cover Letter w/English Notice,

Personalized Spanish Notice, mail‐out envelope 4‐1/8 x 9‐1/2"

...........................................................................per 100 complete mailers

1,484 $9.00 $13,356.00 $10.61 $15,745.24 

MES:

(d) Mailer 8 ‐ Personalized Notice, mail‐out envelope 4‐1/8 x 9‐1/2"

...........................................................................per 100 complete mailers 14 $100.00 $1,400.00 $159.12 $2,227.68 

AURORA:

(e)

Mailers 9 thru 17 ‐ Personalized English Notice, Green BRM Refund Envelope,Goldenrod

BRM Reply Envelope,Green CRM Return Envelope,White CRM Return Envelope,White CMS

CRM Refund Envelope Publication etc....

................................................................per 100 complete mailers

24,640 $11.50 $283,360.00 $13.26 $326,726.40 

V. PREPRODUCTION TESTS:

(a) Preproduction Press and Mail Run Test................... 1 $2,500.00 $2,500.00 No Charge $0.00 

(b) Wire Transmission Test........................................ 1 $2,500.00 $2,500.00 No Charge $0.00 (c) Validation Test.................................................... 1 $2,500.00 $2,500.00 No Charge $0.00 

VI. PROGRAMMING A NEW NOTICE OR NOTICE

CHANGE/NEW AND EXISTING NOTICE FILES

VALIDATION TEST:

(a) Programming a New Notice or Notice Change.......................per mailer 7 $250.00 $1,750.00 $125.00 $875.00 

VIII. NOTICE DESTRUCTION FEE

(a) Per 100 notices destroyed........................................................ 34 $100.00 $3,400.00 $10.00 $340.00 

CONTRACTOR'S SUB‐TOTAL $522,789.20 $894,169.96 

VII. PREMIUM PAYMENTS WHEN DAILY MAILERS EXCEED

ESTIMATE MAXIMUM QUANTITES:

(a) PERCENTAGE INCREASE 25% 10.0% ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 30.0% $40,399.11 

CONTR'S TOTALS + PERCENTAGE INCREASE ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $934,569.07 

DISCOUNT 0.00% ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 0.25% $2,336.42 

DISCOUNTED TOTALS ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ $932,232.65 

AWARDED

4 of 4
WASHINGTON, DC

www.gpo.gov 

NOVEMBER 13, 2015 

AMENDMENT NO. 1 RE: PROGRAM 171-S SPECIFICATIONS AMENDED 

Bid opening date remains November 30, 2015. 

On page 55 of 59 under SECTION 3 – DETERMINATION OF AWARD 

Delete 

III (1) (2) (3) (4) 

(j) XXX 10 XXX XXX 

(k) XXX 20 XXX XXX 

(l) XXX 10 XXX XXX 

Insert 

III (1) (2) (3) (4) 

(j) XXX XXX 10 XXX 

(k) XXX XXX 20 XXX 

(l) XXX XXX 10 XXX 

Remainder of specifications same. Acknowledge on bid or amend bid by letter to U.S. Government Publishing Office -- 

Bid Section, -- Room C-161, Stop: PPSB, -- Washington, DC 20401, M/F: Program number, bid opening time and date. 

Failure to acknowledge receipt of this amendment, by amendment number, prior to bid opening time, may be reason for 

bid being judged nonresponsive. 

Authorized by: 

BRIAN COLEMAN 

Customer Services 

Written by: dl 
Program 171-S (formerly 647-S) Page 1 of 59 

Specifications by DLL 

Reviewed by SSA 

U.S. GOVERNMENT PUBLISHING OFFICE 

Washington, DC 

GENERAL TERMS, CONDITIONS, AND SPECIFICATIONS 

For the Procurement of 

EARNINGS MOD, MES, and AURORA Notices 

as requisitioned from the U.S. Government Publishing Office (GPO) by the 

Social Security Administration (SSA) 

Single Award 

TERM OF CONTRACT: The term of this contract is for the period beginning Date of Award and ending 

April 30, 2017 plus up to four optional 12-month extension periods that may be added in accordance with the 

"OPTION TO EXTEND THE TERM OF THE CONTRACT" clause in Section 1 of this contract. 

Contractor interfacing with SSA's National File Transfer Management System (FTMS) for electronic 

transmission of files from SSA to the production facility will take place from Date of Award through 

April 30, 2016. Actual production begins May 1, 2016. 

NOTE: At the discretion of the Government, the primary data transmission method will be via either a dedicated 

circuit or use of an encrypted Virtual Private Network (VPN) Internet connection. 

BID OPENING: Bids shall be publicly opened at 11:00 a.m. prevailing Washington, DC time on November 30, 2015 

BID SUBMISSION: Submit bid in pre-addressed envelope furnished with solicitation or send to: U.S. Government 

Publishing Office, Bid Section, Room C-831, Stop: PPSB, 732 North Capitol Street, NW, Washington, DC 20401. 

Facsimile bids in response to this solicitation are permitted. Facsimile bids may be submitted directly to the GPO Bid 

Section, Fax No. (202) 512-1782. The program number and bid opening date must be specified with the bid. Refer to 

Facsimile Bids in Solicitation Provisions of GPO Contract Terms, GPO Publication 310.2, as revised June 2001. Hand 

delivered bids are to be taken to The GPO Bookstore at 710 North Capitol Street, NW, Washington, DC between the 

hours of 8:00 am and 4:00 pm on business days and follow the instructions in the Bid Submission/Opening area. If 

further instruction or assistance is needed, call 202-512-0526. 

PLEASE NOTE: These specifications have been extensively revised. Major revisions are shown below: 

 Contract includes an estimated 39 envelopes, dependent on how the contractor mails the workload (e.g., permit, 

metered, contractor overprints an IR, manifest, etc.), 5 pamphlets, 7 leaflets, 3 fact sheets, and 19 forms with a 

complex distribution and mailing system. 

 External Service Provider Security Requirements - See page 7 of 59 and 13 of 59 

 Public Trust Security Requirements – See page 8 of 59

 Monthly inventory report – See page 30 of 59 

 Turn-around time for implementation of revised publications and forms – See page 39 of 59. 

Bidders are cautioned to familiarize themselves with all provisions of these specifications and our strongly encouraged to 

ask questions regarding the program requirements prior to bidding. 

Abstracts of contract prices are available at http://www.gpo.gov/gpo/abstracts/abstract.action?region=DC

For information of a technical nature contact David Love at (202) 512-0310 (No collect calls) 
Earnings MOD, MES and AURORA Notices Page 2 of 59 

171-S (01/17) 

SECTION 1 - GENERAL TERMS AND CONDITIONS 

GPO CONTRACT TERMS: Any contract which results from this Invitation for Bid will be subject to the applicable 

provisions, clauses, and supplemental specifications of GPO Contract Terms (GPO Publication 310.2, effective 

December 1, 1987 (Rev. 6-01)) and GPO Contract Terms, Quality Assurance through Attributes Program for Printing 

and Binding (GPO Publication 310.1, effective May 1979 (Rev. August 2002)). 

GPO Contract Terms (GPO Publication 310.2) – http://www.gpo.gov/pdfs/vendors/sfas/terms.pdf. 

GPO QATAP (GPO Publication 310.1) – http://www.gpo.gov/pdfs/vendors/sfas/qatap.pdf. 

DISPUTES: GPO Publication 310.2, GPO Contract Terms, Contract Clause 5. Disputes, is hereby replaced with the 

June 2008 clause found at www.gpo.gov/pdfs/vendors/contractdisputes.pdf. This June 2008 clause also cancels and 

supersedes any other disputes language currently included in existing contractual actions. 

SUBCONTRACTING: The predominant production function is the laser/ion deposition imaging of data for the notices 

from electronically transmitted files, inserting and mailing. Any bidder who cannot perform the imaging, inserting and 

mailing portions of this contract will be declared nonresponsible. Contractor may subcontract the printing of the 

publications, forms and/or envelopes. 

Note: The contractor shall be responsible for enforcing all contract requirements outsourced to a subcontractor 

If the Contractor wishes to add a subcontractor at any time after award the subcontractor must be approved by the 

Government prior to production starting in that facility. If the sub-contractor is not approved by the Government then the 

contractor must submit a new subcontractor’s information to the Government for approval 30 calendar days prior to the 

start of production at that facility. 

NOTE: If the contractor plans to enter into a “Contractor Team Arrangement”, or Joint Venture, to fulfill any 

requirements of this contract, they must comply with the terms and regulations as detailed in the Printing Procurement 

Regulation – (GPO Publication 305.3; Rev. 2-11). 

DISPLAY SAMPLES: Previously printed samples comparable to those to be produced on this contract will be 

available upon request. To arrange for supplied samples contact David Love at (202) 512-0310 between the hours of 

9:00 a.m. and 3:00 p.m., Monday through Friday, until the bid opening date. While these samples are representative of 

the printing, binding and other operations required for the major part of the work to be ordered on this contract, 

occasional orders may include additional requirements as provided for in these specifications. 

QUALITY ASSURANCE LEVELS AND STANDARDS: The following levels and standards shall apply to these 

specifications: 

Product Quality Levels: 

(a) Printing (page related) Attributes – Level III. 

(b) Finishing (item related) Attributes – Level III. 

Inspection Levels (from ANSI/ASQC Z1.4): 

(a) Non-destructive Tests - General Inspection Level I. 

(b) Destructive Tests - Special Inspection Level S-2. 

(c) Transparent low gloss poly-type window material, covering the envelope window, must pass a readability 

test with a rejection rate of less than 1⁄4 % when run through a United States Postal Service (USPS) OCR 

scanner. 

(d) Exception: ANSI X3.17 “Character Set for Optical Character Recognition (OCR A)” shall apply to these 

specifications. The revisions of this standard which are effective as of the date of this contract are those 

which shall apply. 
Earnings MOD, MES and AURORA Notices Page 3 of 59 

171-S (01/17) 

(e) Exception: The Data Matrix 2D barcodes must be in accordance with the requirements of ANSI MH 

10.8.3M unless otherwise specified. 

(f) The payment portion below the micro-perforation on the “payment stub”, once detached, will be scanned 

and must function properly when processed through the current high speed scanning equipment at SSA. A 

form is a reject and will be considered a major defect when its OCR print cannot be correctly deciphered on 

the first pass through the scanning equipment (See PRINTING/IMAGING” for additional information 

regarding perforated payment stub.) 

NOTE: Use of equipment or ink which in any way adversely affects the scannability of the payment stub will not be 

allowed. 

ANSI Standards may be obtained from the American National Standards Institute, 25 West 43rd Street, 4th Floor, 

New York, NY 10036. 

Specified Standards: The specified standards for the attributes requiring them shall be: 

 Attribute Specified Standard 

P-7. Type Quality and Uniformity O.K. Press sheets 

P-9. Solid and Screen Tint Color Match O.K. Press sheets 

Special Instructions: In the event that inspection of press sheets is waived by the Government, the following listed 

alternate standards (in order of precedence) shall become the Specified Standards: 

P-7. Type Quality and Uniformity Average Type Dimension in Publication 

 Camera Copy/Electronic Media 

P-9. Solid and Screen Tint Color Match Pantone Matching System 

OPTION TO EXTEND THE TERM OF THE CONTRACT: The Government has the option to extend the term of 

this contract for a period of 12 months by written notice to the contractor not later than 30 days before the contract 

expires. If the Government exercises this option, the extended contract shall be considered to include this clause, except, 

the total duration of the contract may not exceed four (4) months for setup of file transfer system and testing, and 

five (5) years for actual production as a result of, and including, any extension(s) added under this clause. Further 

extension may be negotiated under the “EXTENSION OF CONTRACT TERM” clause. See also “ECONOMIC PRICE 

ADJUSTMENT” for authorized pricing adjustment(s). 

EXTENSION OF CONTRACT TERM: At the request of the Government, the term of any contract resulting from 

this solicitation may be extended for such period of time as may be mutually agreeable to the GPO and the contractor. 

ECONOMIC PRICE ADJUSTMENT: The pricing under this contract shall be adjusted in accordance with this 

clause, provided that in no event will any pricing adjustment be made that would exceed the maximum permissible under 

any law in effect at the time of the adjustment. There will be no adjustment for orders placed during the first period 

specified below. Pricing will thereafter be eligible for adjustment during the second and any succeeding performance 

period(s). For each performance period after the first, a percentage figure will be calculated as described below and that 

figure will be the economic price adjustment for that entire next period. Pricing adjustments under this clause are not 

applicable to reimbursable postage or transportation costs, or to paper, if paper prices are subject to adjustment by 

separate clause elsewhere in this contract. 

For the purpose of this clause, performance under this contract will be divided into successive periods. The first period 

will extend from the Date of Award to April 30, 2017 and the second and any succeeding period(s) will extend for 12 

months from the end of the last preceding period, except that the length of the final period may vary. The first day of the 

second and any succeeding period(s) will be the effective date of the economic price adjustment for that period. 
Earnings MOD, MES and AURORA Notices Page 4 of 59 

171-S (01/17) 

Pricing adjustments in accordance with this clause will be based on changes in the seasonally adjusted "Consumer Price 

Index For All Urban Consumers - Commodities Less Food" (Index) published monthly in the CPI Detailed Report by the 

U.S. Department of Labor, Bureau of Labor Statistics. 

The economic price adjustment will be the percentage difference between Index averages as specified in this paragraph. 

An index called the variable index will be calculated by averaging the monthly Indexes from the 12-month interval 

ending 3 months prior to the beginning of the period being considered for adjustment. This average is then compared to 

the average of the monthly Indexes for the 12-month interval ending August 31, 2015 called the base index. The 

percentage change (plus or minus) of the variable index from the base index will be the economic price adjustment for 

the period being considered for adjustment. 

The Government will notify the contractor by contract modification specifying the percentage increase or decrease to be 

applied to invoices for orders placed during the period indicated. The contractor shall apply the percentage increase or 

decrease against the total price of the invoice less reimbursable postage or transportation costs and separately adjusted 

paper prices. Payment discounts shall be applied after the invoice price is adjusted. 

PAPER PRICE ADJUSTMENT: Paper prices charged under this contract will be adjusted in accordance with "Table 

6 - Producer Price Indexes and Percent Changes for Commodity Groupings and Individual Items" in Producer Price 

Indexes report, published by the Bureau of Labor Statistics (BLS), as follows: 

1. BLS code 0913 for All Paper will apply to all paper required under this contract. 

2. The applicable index figures for the month of October 2015 will establish the base index. 

3. There shall be no price adjustment for the first three production months of the contract. 

4. Price adjustments may be monthly thereafter, but only if the index varies by an amount (plus or minus) exceeding 

5% by comparing the base index to the index for that month, which is two months prior to the month being 

considered for adjustment. 

5. Beginning with order placement in the fourth month, index variances will be calculated in accordance with the 

following formula: 

 X - Base Index 

_____________________ x 100 = ___ %

Base Index 

where X = the index for that month which is two months prior to the month being considered for adjustment. 

6. The contract adjustment amount, if any, will be the percentage calculated in 5 above less 5%. 

7. Adjustments under this clause will be applied to the contractor’s bid price(s) for Item III. “PAPER” in the 

“SCHEDULE OF PRICES” and will be effective on the first day of any month for which prices are to be 

adjusted. 

The Contracting Officer will give written notice to the Contractor of any adjustments to be applied to invoices for orders 

placed during months affected by this clause. 

In no event, however, will any price adjustment be made which would exceed the maximum permissible under any law 

in effect at the time of the adjustment. The adjustment, if any, shall not be based upon the actual change in cost to the 

Contractor, but shall be computed as provided above. 

The Contractor warrants that the paper prices set forth in this contract do not include any allowance for any contingency 

to cover anticipated increased costs of paper to the extent such increases are covered by this price adjustment clause. 
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SECURITY REQUIREMENTS: Protection of Confidential Information: 

(a) The contractor shall restrict access to all confidential information obtained from the SSA in the performance of 

this contract to those employees and officials who need it to perform the contract. 

Employees and officials who need access to confidential information for performance of the contract will be 

determined at the post-award conference between the Contracting Officer and the responsible contractor 

representative. 

(b) The contractor must process all confidential information obtained from SSA in the performance of this contract 

under the immediate supervision and control of authorized personnel, and in a manner that will protect the 

confidentiality of the records in such a way that unauthorized persons cannot retrieve any such records. 

(c) The contractor must inform all personnel with access to the confidential information obtained from SSA in the 

performance of this contract of the confidential nature of the information and the safeguards required to protect 

this information from improper disclosure. 

(d) For knowingly disclosing information in violation of the Privacy Act, the contractor and the contractor 

employees may be subject to the criminal penalties as set forth in 5 U.S.C Section 552a (i)(1), which is made 

applicable to contractors by 5 U.S.C. 552a (m)(1) to the same extent as employees of the SSA. For knowingly 

disclosing confidential information as described in section 1106 of the Social Security Act (42 U.S.C. 1306), the 

contractor and contractor’s employees may also be subject to the criminal penalties as set forth in that provision. 

(e) The contractor shall assure that each contractor employee with access to confidential information knows the 

prescribed rules of conduct, and that each contractor employee is aware that he/she may be subject to criminal 

penalties for violations of the Privacy Act and/or the Social Security Act. 

 When the contractor employees are made aware of this information, they will be required to sign the SSA-301, 

“Contractor Personnel Security Certification”. See Exhibit A. 

 A copy of this signed certification must be forwarded to: SSA, Paul Campbell, Office of Printing and 

Alternative Media Services (OPAMS), 1361 Annex Building, 6401 Security Boulevard, Baltimore, MD 21235-

6401 

 A copy must also be forwarded to: U.S. GPO, 732 North Capitol Street, NW, CSAPS, DCT 1, Room C-838, 

Washington, DC 20401. Attn: David Love 

(f) All confidential information obtained from SSA for use in the performance of this contract shall, at all times, be 

stored in an area that is physically safe from unauthorized access. 

(g) Performance of this contract may involve access to tax return information as defined in 26 U.S.C. Section 

6103(b) of the Internal Revenue Code (IRC). All such information shall be handled as confidential and may not 

be disclosed without the written permission of SSA. For willingly disclosing confidential tax return information 

in violation of the IRC, the contractor and contractor employees may be subject to the criminal penalties set 

forth in 26 U.S.C. Section 7213. 

(h) The Government reserves the right to conduct on-site visits to review the contractor’s documentation and inhouse procedures for protection of confidential information. 

(i) If a subcontractor is used for the sorting and/or mailing of the notices of this contract the sub-contractor must 

conform to all security requirements of the contract. 

SECURITY WARNING: It is the contractor’s responsibility to properly safeguard all Personally Identifiable 

Information (PII) from loss, theft, or inadvertent disclosure and to immediately notify the Government of any loss of PII. 

 PII is “any information which can be used to distinguish or trace an individual’s identity, such as their name, social 

security number, biometric records, etc., alone or when combined with other personal or identifying information which is 

linked or linkable to a specific individual, such as date and place of birth, mother’s maiden name, etc”. 
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All employees working on this contract must: 

 Be familiar with current information on security, privacy and confidentiality as they relate to the requirements of 

this contract. 

 Obtain pre-screening authorization before using sensitive or critical applications pending a final suitability 

determination as applicable to the specifications. 

 Lock or logoff their workstation/terminal prior to leaving it unattended. 

 Act in an ethical, informed and trustworthy manner. 

 Protect sensitive electronic records. 

 Be alert to threats and vulnerabilities to their systems. 

 Be prohibited from having any mobile devices or cameras in sensitive areas that contain any confidential 

materials. This includes areas where shredding and waste management occurs. 

Contractor’s managers working on this contract must: 

 Monitor use of mainframes, PCs, LANs, and networked facilities to ensure compliance with national and local 

policies, as well as the Privacy Act statement. 

 Ensure employee screening for sensitive positions has occurred prior to any individual authorized access to 

sensitive or critical data. 

 Implement, maintain, and enforce the security standards and procedures as they appear in this contract and as 

outlined by the contractor in their approved Security Plan. 

 Contact the Contracting Officer immediately whenever a systems security violation is discovered or suspected. 

Applicability: 

The responsibility to protect PII applies during the entire term of this contract and any allowable option years, if 

exercised. All contractors must secure and retain written acknowledgement from their employees stating they understand 

these policy provisions and their duty to safeguard PII. 

These policy provisions include, but are not limited to, the following: 

 Employees are required to have locking file cabinets or desk drawers for storage of PII, if applicable. 

 Material is not to be taken from the contractor’s facility without express permission from the Government. 

 Employees must safeguard and protect all Government records from theft and damage while being transported to 

and from contractor’s facility. 

The following list provides examples of situations where PII is not properly safeguarded: 

 Leaving an unprotected computer containing Government information in a non-secure space (e.g., leaving the 

computer unattended in a public place, in an unlocked room, or in an unlocked vehicle). 

 Leaving an unattended file containing Government information in a non-secure area (e.g., leaving the file in a 

break-room or on an employee’s desk). 

 Storing electronic files containing Government information on a computer or access device (flash drive, CD, 

etc.) that other people have access to (not password-protected). 

This list does not encompass all failures to safeguard PII but is intended to act as an alert to the contractor’s employees to 

situations that must be avoided. Misfeasance occurs when an employee is authorized to access Government information 

that contains sensitive or PII and, due to the employee’s failure to exercise due care, the information is lost, stolen or 

inadvertently released. 
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Whenever the Contractor has doubts about a specific situation involving their responsibilities for safeguarding PII, they 

should consult GPO and/or SSA. 

SSA EXTERNAL SERVICE PROVIDER SECURITY REQUIREMENTS: 

This resource identifies the basic information security requirements related to the procurement of Information 

Technology (IT) services hosted externally to SSA’s Network. 

The following general security requirements apply to all External Service Providers (ESP). 

a. The solution must be located in the United States1

, its territories or possessions. 

b. Upon request from the SSA Contracting Officer Technical Representative (COTR) the vendor shall provide 

access to the hosting facility to the US Government or authorized agents for inspection and facilitate an on-site 

security risk and vulnerability assessment. 

c. The solution must meet Federal Information Processing Standards (FIPS) and guidance developed by the 

National Institute of Science and Technology (NIST) under its authority provided by the Federal Information 

Security Management Act (FISMA) to develop security standards for federal information processing systems, 

and Office of Management and Budget’s (OMB) Circular A-130 Appendix III. 

d. Solutions classified as Cloud Service Providers (CSP) must adhere to additional FedRAMP security control 

requirements. Further information may be found at: http://www.gsa.gov/portal/category/102371. As part of 

these requirements CSPs must have a security control assessment performed by a Third Party Assessment 

Organization2

. 

e. Before SSA provides data to the vendor, the vendor shall submit a System Security Plan (SSP) which documents 

how the solution implements security controls in accordance with the designated FIPS 199 security 

categorization and the Minimum Security Requirements for Federal Information and Information Systems which 

requires the use of NIST SP 800-53 or the vendor shall provide a Security Assessment Package (SAP) 

completed by either an independent assessor 3

or another federal agency. 

f. SSA will consider a self-assessment of security controls for solutions that do not involve sensitive information 

or PII4

. 

 

1 “United States” means the 50 States, the District of Columbia, Puerto Rico, the Northern Mariana Islands, American Samoa, Guam, 

the U.S. Virgin Islands, Johnston Island, Wake Island, and Outer Continental Shelf Lands as defined in the Outer Continental Shelf 

Lands Act (43 U.S.C. 1331, et seq.), but does not include any other place subject to U.S. jurisdiction or any U.S. base or possession 

within a foreign country (29 CFR 4.112). 

2 A Third Party Assessment organization is an organization that has been certified to help cloud service providers and government

agencies meet FedRAMP compliance regulations. 

3 Independent assessor is any individual or group capable of conducting an impartial assessment of security controls employed within 

or inherited by an information system. 

4 PII is any information about an individual maintained by an agency, including (1) any information that can be used to distinguish or 

trace an individual‘s identity, such as name, social security number, date and place of birth, mother‘s maiden name, or biometric 

records; and (2) any other information that is linked or linkable to an individual, such as medical, educational, financial, and 

employment information. 
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References – Refer to most up to date revision. 

 Federal Information Security Management Act (FISMA) of 2002. 

 Clinger‐Cohen Act of 1996 also known as the “Information Technology Management Reform Act of 1996.” 

 Privacy Act of 1974 (5 U.S.C. § 552a). 

 Homeland Security Presidential Directive (HSPD‐12), “Policy for a Common Identification Standard for 

Federal Employees and Contractors”, August 27, 2004. 

 Office of Management and Budget (OMB) Circular A‐130, “Management of Federal Information 

Resources”, and Appendix III, “Security of Federal Automated Information Systems”, as amended. 

 OMB Memorandum M‐04‐04, “E‐Authentication Guidance for Federal Agencies.” 

 FIPS PUB 199, “Standards for Security Categorization of Federal Information and Information Systems.” 

 FIPS PUB 200, “Minimum Security Requirements for Federal Information and Information Systems.” 

 FIPS PUB 140‐2, “Security Requirements for Cryptographic Modules.” 

 NIST Special Publication 800-18, “Guide for Developing Security Plans for Federal Information Systems.” 

 NIST Special Publication 800-30, “Risk Management Guide for Information Technology Security Risk 

Assessment Procedures for Information Technology Systems.” 

 NIST Special Publication 800-34, “Contingency Planning Guide for Information Technology Systems.” 

 NIST SP 800‐37 “Guide for the Security Certification and Accreditation of Federal Information Systems.” 

 NIST Special Publication 800-47, “Security Guide for Interconnecting Information Technology Systems.” 

 NIST Special Publication 800-53, “Recommended Security Controls for Federal Information Systems.” 

 NIST Special Publication 800-53A, “Guide for Assessing the Security Controls in 

 Federal Information Systems, ”CIO Council’s Federal Identity, Credential, and Access Management 

(FICAM) Roadmap and Implementation Guidance” 

 NIST Special Publication 800-60 

 OMB M-07-16, AIMS Chapter 15: Personally Identifiable Information Loss and Remediation 

PUBLIC TRUST SECURITY REQUIREMENTS: 

This contract has been designated Public Trust Position Level 5C. Due to the sensitive nature of the information 

contained in the products produced under this contract, contractor employees performing under this contract will be 

subject to a thorough civil and criminal background check. 

“Performing under this contract” is defined as working on-site at an SSA facility (including visiting the SSA site for any 

reason) or having access to Government programmatic or sensitive information. 

Within two (2) days following contract award, the contractor must provide to SSA an Electronic Questionnaire for 

Investigations Process (eQIP) applicant listing of all individuals for whom the contractor is requesting a suitability 

determination (i.e., background investigation). This listing should include the following: 

 Contractor’s name 

 Contract number 

 Contractor’s point of contact (CPOC) name 

 CPOC’s contact information including email address 

 Each applicant’s full name, Social Security Number (SSN), date of birth, and place of birth (must show city and 

state if born in the United States (U.S.) OR city and country if born outside the U.S.) 
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The background investigation process will not start until the applicant listing is submitted. Send the applicant listing via 

Fax to Center for Personnel Security and Project Management (CPSPM) Suitability Team (410) 966-0640 or via 

traceable means via common carrier to the Social Security Administration, CPSPM Suitability Team, 2601 Annex 

Building, 6401 Security Boulevard, Baltimore, MD 21235. 

Once SSA receives and reviews the applicant listing, SSA will initiate the eQIP. SSA will Email notification to the 

CPOC the name of each applicant invited into the eQIP website to complete their background investigation form. The 

CPOC will provide the website to the applicants to complete their eQIP form electronically. The applicant will have up 

to 14 calendar days following SSA notification to the CPOC of the eQIP invitations to complete the eQIP form. 

The applicant must print the signature pages of the SF 85P form prior to releasing the application in eQIP, sign the 

signature pages and provide the signed originals to the CPOC. See Exhibit B: Questionnaire for Public Trust Positions - 

Sample Form SF85P 

The following is a list of documents the contractor employees will be responsible for completing: 

 Original signed and dated eQIP signature pages as specified in the above paragraph. 

 Two (2) “Fingerprint Cards” (FD-258). See Exhibit C. 

NOTE: The contractor will absorb the costs for obtaining fingerprints. 

 One (1) “Declaration for Federal Employment” (Optional Form 306). See Exhibit D. 

 One (1) “Fair Credit Reporting Act Authorization Form”. See Exhibit E. 

 For a non-U.S. citizen, one (1) legible photocopy of the work authorization permit and social security card. 

The CPOC must ensure all paper forms are fully completed and signed prior to submission to SSA. All forms and 

fingerprinting cards must be submitted at least 15 workdays prior to the date work is to begin on the contract. Fingerprint 

cards and all paper forms must be legible or typed in black ink and all signatures must be in black ink. There must be no 

“breaks” in residences or employment. SSA requires complete addresses, including zip codes and phone numbers with 

area code. SSA must receive forms and fingerprint cards within 30 calendar days after notification of the eQIP 

invitation. It is the responsibility of the contractor to ensure fingerprint cards are processed through their local police 

departments or other authorized finger printers. SSA will return incomplete forms back to the contractor. Forms may be 

obtained by calling SSA Personnel Security Suitability Program Officer (SPO). 

The CPOC will submit one cover sheet containing the names of all of the individuals for whom the contractor is 

submitting completed paperwork. This cover sheet should include the contract number, each applicant’s full name, each 

applicant’s Social Security Number (SSN), each applicant’s date of birth, and each applicant’s place of birth. The CPOC 

will submit this cover sheet along with the completed paper forms and two FD-258 fingerprint charts for each applicant 

via traceable means via common carrier to: SSA, CPSPM Suitability Team, 2601 Annex Building, 6401 Security 

Boulevard, Baltimore, MD 21235. 

The CPOC will also email a copy of the cover sheet to the Contracting Officer Technical Representative (COTR) to the 

email address shown in the contract. Before forwarding, the CPOC will remove all personal information from the 

applicant list (SSN, date of birth and place of birth). 

NOTE: IT IS THE RESPONSIBILITY OF THE CPOC TO ENSURE CLEARANCES ARE OBTAINED PRIOR TO ANY 

CONTRACT TESTING. 

The CPOC will follow this instruction for new contract employees hired during the contract term. 

Suitability Determination: 

A Federal Bureau of Investigation fingerprint check is part of the basis used for making a suitability determination. This 

determination is final unless information obtained during the remainder of the full background investigation, conducted 

by the Office of Personnel Management, is such that SSA would find the contactor personnel unsuitable to continue 

performing under this contract. CPSPM will notify the CPOC, COTR, and Contracting Officer of the result of these 

determinations. 
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PRE-AWARD SURVEY: In order to determine the responsibility of the prime contractor or any subcontractor, the 

Government reserves the right to conduct an on-site preaward survey of all of the contractor’s computer, printing, and 

inserting/mailing equipment which will be used on this contract or to require other evidence of technical, production, 

managerial, financial, and similar abilities to perform, prior to the award of a contract. Attending the preaward survey 

will be representatives from the GPO and SSA. 

The Preaward Survey will include a review of: all subcontractors involved, along with their specific functions; and the 

contractor’s/subcontractor’s mail, material, personnel, production, quality control/recovery program, security, and 

backup facility plans as required by this specification. 

If award is predicated on the purchase of production and/or systems equipment, the contractor must provide purchase 

order(s) with delivery date(s) of equipment to arrive at least 90 calendar days prior to the start of live production, on or 

about November 1, 2015. 

PRODUCTION PLANS: The contractor shall present, in writing, to the Contracting Officer within five (5) workdays 

of being notified to do so by the Contracting Officer or his/her representative, detailed plans for each of the activities 

below. Five (5) additional workdays will be permitted to provide a Security Assessment Package as required. 

The workday after notification to submit will be the first day of the schedule. These proposed plans are subject to review 

and approval by the government and award will not be made prior to approval of same. 

NOTE: THE GOVERNMENT RESERVES THE RIGHT TO WAIVE SOME OR ALL OF THESE PLANS. 

Backup Facility - The failure to deliver these notices in a timely manner would have an impact on the daily 

operations of SSA. Therefore, if for any reason(s) (Act of God, labor disagreements, etc.) the contractor is unable to 

perform at said location for a period longer than twenty four (24) hours, the contractor must have a backup facility 

with the capability of producing the notices. The contractor must operate the backup facility. 

Plans for their contingency production must be prepared and submitted to the Contracting Officer as part of the preaward survey. These plans must include the location of the facility to be used, equipment available at the facility, 

security plans at the facility, and a timetable for the start of production at that facility. 

Part of the plans must also include the transportation of Government materials from one facility to another. The 

contractor must produce items from a test file at the new facility for verification of software prior to producing 

notices at this facility. SSA also has the option to install a connection into the backup facility. 

NOTE: All terms and conditions of this contract will also apply to the backup facility. 

Quality Control Plan - The contractor must provide and maintain, within their organization, an independent quality 

assurance team of sufficient size and expertise. The team must monitor the operations performed and inspect the 

products of each operation to a degree and extent that will ensure the Government’s quality assurance, inspection, 

and acceptance provisions herein are met. The contractor must perform, or have performed, the process controls, 

inspections, and tests required to substantiate that the products provided under this contract conform to the 

specifications and contract requirements. The contractor must describe in detail their quality control/quality 

assurance and recovery plans describing how, when and by whom the plans will be performed. 

The quality control plan must also include examples and a detailed description of all quality control samples and 

their corresponding inspection reports or logs the contractor will keep to document the quality control inspections 

performed on each run. 

The quality control system must include all aspects of the job including mail flow and materials handling. The plan 

must also allow for a complete audit trail (e.g., it must be possible to locate any piece of mail at any time from the 

point it leaves the press up to and including the point at which the mail is off-loaded at the USPS facility). SSA will 

not, as a routine matter, request the contractor to produce pieces in transit within the contractor’s plant. 

Furthermore, the plan must include the names of all quality assurance officials and describe their duties in 

relationship to the quality control plan. 
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The quality control plan must account for the number of pieces mailed daily, and must also cover the security over 

the postage meters as well as the controls for the setting of the meters (if meters will be used). 

Quality Control Sample Plan - The plan must provide a description of how the contractor will create quality control 

samples for periodic samplings to be taken during the production run and provide for backup and rerunning in the 

event of an unsatisfactory sample. The plan must contain control systems that will detect defective or 

missing/mutilated pieces. 

The plan should include the sampling interval the contractor intends to utilize. The contractor will be required to 

create two (2) quality control samples to be drawn from the production stream at the same time for each file - 

 One (1) sample will be drawn, inspected, and retained as part of the contractor’s quality assurance records. 

 One (1) sample will be drawn for the SSA, packed with the remaining samples associated with each print 

order, and shipped to the SSA, Paul Campbell, OPAMS, 1361 Annex Building, 6401 Security Boulevard, 

Baltimore, MD 21235-6401. 

 Note: Samples must be bulk shipped back to SSA weekly for each print order. 

The plans must detail the actions to be taken by the contractor when defects, missing, or mutilated items are 

discovered. These actions must be consistent with the requirements found in GPO Contract Terms (GPO Publication 

310.2, effective December 1, 1987, (Rev. 6-01)). 

The plan must monitor all aspects of the job including material handling and mail flow, to assure the production and 

delivery of these notices meet specifications and Government requirements. This includes maintaining 

100% accountability in the accuracy of imaging and mailing of all pieces throughout each run. The contractor must 

ensure that there are no missing or duplicate pieces. 

NOTE: Contractor must submit samples of the Automated Audit Report and 100% Accountability Summary Report. 

The contractor must maintain quality control samples, inspection reports and records for a period of no less than 120 

days subsequent to the date of the check tendered for final payment by the GPO. The Government will periodically 

verify that the contractor is complying with the approved quality control plan through on-site examinations and/or 

requesting copies of the contractor’s quality assurance records and quality assurance random copies. 

Computer Systems Plan - This plan must include a detailed listing of the contractor’s operating software platform 

and file transfer system necessary to interface with SSA’s National File Transfer Management System (FTMS) for 

electronic transmission of files from SSA. 

The plan must also include the media type on which files from SSA will be received to the extent that operator 

intervention (e.g., a tape mount) is not required at SSA or the contractor’s production facility. 

This plan must demonstrate the contractor’s ability to provide complete hardware and software compatibility with 

SSA’s existing network (see “FILE TRANSFER MANAGEMENT SYSTEM (FTMS) REQUIREMENTS”). The 

contractor must complete the System Plan. See Exhibit F.

Included with the Computer System Plan must be a resume for each employee responsible for the monitoring and the 

programming of the contractor’s computer system and file transmissions. If the contractor plans to use a consultant 

for either task, a resume must still be included. 

NOTE: This plan must show that the programmer(s) is skilled in the handling and programming of Advanced 

Function Presentation (AFP) resources and files. 

Mail Plan - This plan should include sufficient detail as to how the contractor will comply with all applicable USPS 

mailing requirements as listed in the USPS Domestic and International Mail Manuals in effect at the time of the 

mailing and other USPS instructional material such as the Postal Bulletin. The contractor must also disclose how 

they will achieve multi-level USPS automated presort postal discounts as outlined in the contract. 
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Material Handling and Inventory Control Plan - This plan should explain in detail how the following materials 

will be handled: incoming raw materials; work-in-progress materials; quality control inspection materials; USPS 

inspection materials; and all outgoing materials cleared for USPS pick-up/delivery. 

Personnel Plan - In conjunction with the required applicant listing (see “PUBLIC TRUST SECURITY 

REQUIREMENTS”), this plan should include a listing of all personnel who will be involved with this contract. 

For any new employees, the plan should include the source of these employees and a description of the training 

programs the employees will receive to familiarize them with the requirements of this program. 

Production Plan - The contractor is to provide a detailed plan of the following: 

(a) List of all production equipment and equipment capacities to be utilized on this contract; 

(b) The production capacity currently being utilized on this equipment; 

(c) Capacity that is available for these workloads; and, 

(d) If new equipment is to be utilized, documentation of the purchase order, source, delivery schedule and 

installation dates are required. 

The contractor must disclose in their production plan their intentions for the use of any subcontractors for any 

materials necessary under this contract. If a subcontractor will be handling SSA notices, the plan must include the 

same information required from the contractor for all items contained under “SECURITY REQUIREMENTS” and 

“PRE-AWARD SURVEY”. If a subcontractor for any operation is added at any time after award, the contractor 

must submit the subcontractor’s proposed plans which are subject to review and approval by the Government. 

NOTE: The subcontractor must be approved by the Government prior to production starting in that facility. If the 

subcontractor is not approved by the Government, then the contractor has 15 calendar days prior to production to 

submit to the Government the new subcontractor’s information. 

Security Control Plan - The contractor shall maintain in operation, an effective security system where items by these 

specifications are manufactured and/or stored (awaiting distribution or disposal) to assure against theft and/or the 

product ordered falling into unauthorized hands. 

Contractor is cautioned that no Government provided information shall be used for non-government business. 

Specifically, no Government information shall be used for the benefit of a third party. 

The Government retains the right to conduct on-site security reviews at any time during the term of the contract. 

The plan shall contain at a minimum: 

(1) How Government files (data) will be secured to prevent disclosure to a third party; 

(2) How the disposal of waste materials will be handled; 

(3) How all applicable Government-mandated security/privacy/rules and regulations as cited in this contract shall 

be adhered to by the contractor and/or subcontractor(s). 

Materials - The contractor is required to explain how all accountable materials will be handled throughout all phases 

of production. This plan must also include the method of disposal of all production waste materials. 

Disposal of Waste Materials - The contractor is required to demonstrate how all waste materials used in the 

production of sensitive SSA records (records containing PII information as identified in “SECURITY WARNING”) 

will be definitively destroyed (e.g., burning, pulping, shredding, macerating, or other suitable similar means). 

Electronic records must be definitively destroyed in a manner that prevents reconstruction. 

Sensitive records are records that are national security classified or exempted from disclosure by statute, including 

the Privacy Act or regulation. 

Definitively destroying the records means the material cannot be reassembled and used in an inappropriate manner 

in violation of law and regulations. 
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The contractor, at a minimum, must cross-cut shred all documents into squares not to exceed one-quarter inch. All 

documents to be destroyed cannot leave the security of the building and must be destroyed at contractor’s printing 

site, and cannot be subcontracted. The contractor must specify the method planned to dispose of the material. 

Production Area - The contractor must provide a secure area(s) dedicated to the processing and storage of data for 

SSA notices, either a separate facility dedicated to this product, or a walled-in limited access area within the 

contractor’s existing facility. Access to the area(s) must be limited to security-trained employees involved in the 

production of notices. 

Part of the Security Control Plan must include a floor plan detailing the area(s) to be used, showing existing walls, 

equipment to be used, and the printing and finishing locations. The plan must include a description of the physical 

security of the facility as well as the physical security of this notice contract as it progresses to completion. 

Contractor must have, in place, a building security system that is monitored 24 hours a day, seven (7) days a week, 

and a badging/keypunch system that limits access to Government materials (data processing center/production 

facility and other areas where Government materials with PII are stored or are accessible) that is only accessible by 

approved personnel. Contractor must present this information, in detail, in the production plans. 

Contractors using Cloud Service Providers (CSP) must adhere to additional FedRAMP security control 

requirements. CSPs must have a security control assessment performed by a Third Party Assessment Organization. 

Contractor may refer to page 7 for additional information. 

The Contractor shall submit a System Security Plan which documents how they will implement security controls in 

accordance with the designated FIPS 199 security categorization and the Minimum Security Requirements for 

Federal Information and Information Systems which requires the use of NIST SP 800-53 or the vendor shall provide 

a Security Assessment Package completed by either an independent assessor or another federal agency. Contractor 

may refer to page 7 for additional information. 

THESE PLANS ARE SUBJECT TO REVIEW AND APPROVAL BY THE GOVERNMENT AND AWARD 

WILL NOT BE MADE PRIOR TO APPROVAL OF THE SAME. 

UNIQUE IDENTIFICATION NUMBER: Unique identifying numbers will be used to track each individual notice, 

thereby providing 100% accountability. This enables the contractor to track each notice through completion of the 

project. The contractor will be required to create a test sample every 4,000 notices. This sample must have a unique 

number and must be produced on each notice. The contractor will generate a list of the unique identifying numbers for 

each sample. As samples are pulled, the unique numbers will be marked off the list. This enables the contractor to track 

which samples have been produced and pulled and what records have been produced. 

The contractor may create their own sequence number and run date to facilitate their presorting and inserting process but 

must maintain the original SSA identification number. 

RECOVERY SYSTEM: A recovery system will be required to ensure that all defective, missing and/or mutilated 

pieces detected are identified, reprinted and replaced. The contractor’s recovery system must use the unique sequential 

alpha/numeric identifiers assigned to each piece (including quality control samples) to aid in the recovery and 

replacement of any defective, missing and/or mutilated pieces, and must be capable of tracking and/or locating any 

individual piece of mail from the time it leaves the press, up to and including when it is off-loaded at the USPS facility. 

An explanation of the contractor’s sequential numbering system is required to understand the audit trail required for 

every piece. 

100% ACCOUNTABILITY OF PRODUCTION AND MAILING: Contractor must have a closed loop process* to 

determine that the data from the original print file is in the correct envelope with the correct number of pages and inserts. 

 Notices requiring print regeneration must be reprinted from their original print image with the original job ID and piece 

ID remaining unchanged as each mail piece continues through the inserting life cycle. This process will repeat itself 

(since subsequent reprint runs may yield damages) until all mail pieces from the original print run have been inserted and 

accounted for. 
Earnings MOD, MES and AURORA Notices Page 14 of 59 

171-S (01/17) 

*Closed Loop Processing - A method for generating a plurality of mail pieces including error detection and reprinting 

capabilities. The method provides a mail handling process, which tracks processing errors with the use of a first and 

second scan code, which obtain information regarding each mail piece, diverts mail pieces in response to error detection, 

transmits such errors to a processor, and automatically generates a reconfigured print file to initiate reprints for the 

diverted mail pieces. 

Contractor will be responsible for providing a unique identifying number that will be used to track each individual 

notice, thereby providing 100% accountability and validating the integrity of every notice produced in all phases of 

printing, inserting and mailing and to ensure all notices received from SSA were correctly entered into the USPS system. 

NOTE: Contractor must have all hardware, programming and finalized reports in place to meet this requirement. The 

equipment must arrive at least 90 calendar days prior to the start of live production, on or about February 1, 2016. 

Contractor must submit a sample of their proposed Audit and Summary reports with the required Pre-Award production 

plans for approval. The government considers grounds for the immediate default of this contract if the contractor, at any 

time, is unable to perform or found not complying with any part of this requirement. 

Notice integrity must be defined as follows: 

 Each notice must include all pages (and only those pages) intended for the designated recipient as contained in the 

print files received from SSA. 

 The contractor’s printing process must have automated systems, which can detect all sync errors, stop printing 

when detected, and identify, remove and reprint all affected notices. 

Mailing integrity must be defined as follows: 

 All notices received from SSA for each file date were printed, inserted and entered correctly into the USPS 

system. 

The contractor is responsible for providing the automated inserted notice tracking/reporting systems and processes 

required to validate that 100% of all notices received from SSA were printed, all pages for each notice with the correct 

inserts are accounted for, inserted and mailed correctly. 

The contractor’s inserting equipment must have automated systems that include notice coding and scanning technology 

capable of the following: 

(a) Uniquely identifying each notice and corresponding notice leaves within each individual file by mailer number 

and file date. 

(b) Unique identifier to be scanned during insertion to ensure all notices and corresponding notice leaves are present 

and accounted for. 

(c) Entrance Scanning: a camera system must electronically track and scan all leaves of each mail piece as the 

inserting equipment pulls them into the machine to ensure each mail piece was produced and inserted. If there is 

any variance on a mail piece or if a mail piece is not verified that all leaves are present, that piece and the piece 

prior to and immediately following must be diverted and sent back for reprint. All instances of variance must be 

logged. 

(d) Touch and Toss: all spoilage, diverted mutilated or mail piece that is acted upon directly by a human hand prior to 

sealing must be immediately recorded, discarded, properly destroyed, and automatically regenerated in a new print 

file for reprint. Exception – Intentionally diverted pieces due to a requirement for a product, which cannot be 

intelligently inserted and requires manual insertion such as a publication, can be sealed, re-scanned and placed 

back into production. These must be programmed diverts and sent to a separate bin for processing to ensure they 

are not mixed with other problem diverts and logged into the Audit system as such. NOTE: due to inserting 

equipment limitations, the contractor can divert and insert by hand notices over 50 leaves. These notices, to ensure 

notice integrity, are to be scanned and collated by an automated process prior to manual handling for inserting. 

The completed mail package must then be processed through exit scanning. The event log report must show these 

as “50+ Manual”. 
Earnings MOD, MES and AURORA Notices Page 15 of 59 

171-S (01/17) 

(e) Exit Scanning: A camera system must be mounted just off the inserting equipment. This camera system must 

read a unique code through the window of each mail piece and capable of identifying and reporting all missing 

notices that were lost or spoiled during production for each individual file by mailer number and file date. This 

system ensures that no missing mail pieces have been inadvertently inserted into another mail piece. The 

equipment must check the mail pieces, after insertion and verification that all leaves are accounted for, and divert 

any suspect product. During exit scanning, if a sequence number is missing the notice prior to and immediately 

after must be diverted. 

The equipment must divert all products that exhibit missing or out of order sequence numbers and any other 

processing errors. All diverted pieces are to be automatically recorded and regenerated in a new print file for 

reprint. 

(f) Reconciliation: all notices and the amount of correct finished product must be electronically accounted for after 

insertion using the audit system that is independent of the inserting equipment as well as independent of the 

operation. The sequence numbers, for each file, must be reconciled taking into account any spoilage, duplicate 

and/or diverted product. If the reconciliation yields divergent results, corrective action must be taken to locate the 

mail pieces that are causing any difference between the input and outputs of the inserting process. Therefore, all 

finished mail for that sequence run must be held in an accessible area until this reconciliation is complete. 

(g) Generate a new production file for all missing, diverted or mutilated notices (reprint file). 

(h) Contractor must generate an automated audit report from the information gathered from scanning for each mailer 

number, file date and for each notice (manual inputs are not allowed). This audit report will contain detailed 

information for each notice as outlined above for each individual file by mailer number and file date. Contractor 

must maintain this information for a six-month period after mailing. 

(i) Audit report must contain the following information: 

1. Job name 

2. Mailer number, file date and mail date(s) 

3. Machine ID 

4. Date of production with start and end time for each phase of the run i.e. machine ID. 

5. Start and end sequence numbers in each run 

6. Status of all sequence numbers in a run 

7. Total volume in run 

8. Status report for all incidents for each sequence number and cause, i.e. inserted, diverted and reason for divert 

such as missing sequence number, missing leave, mutilated, duplicate, pulled for inspection, etc. 

9. Bottom of audit report must contain total number of records for that run, quantity sent to reprint, number of 

duplicates, duplicates verified and pulled, total completed. 

10. Audit report must contain the same information for all the reprints 

(j) Contractor must generate a final automated 100% accountability summary report for each individual file by 

mailer number and file date. This information must be generated directly from the audit report, manual inputs are 

not allowed. The summary report must contain the following: 

1. Job name 

2. Each individual file by mailer number and file date (must show sequence numbers for each section i.e. first 

pass and then reprints) 

3. Sequence number range for each individual file by mailer number and file date 

4. Volume of all sequence numbers associated with an individual file by mailer number and file date were 

inserted. 

5. Volume of reprints that were inserted for each file date. 

6. Volumes for each file date that each was completed. 
Earnings MOD, MES and AURORA Notices Page 16 of 59 

171-S (01/17) 

NOTE: A PDF copy of the summary report(s) and matching GPO 712 form(s) must be e-mailed to Paul Campbell at 

Paul.Campbell@ssa.gov for each file date within two (2) workdays of mailing. 

NOTE: Contractor must submit a sample of their Audit and Summary reports (See Exhibit G) with the required PreAward production plans for approval. 

Contractor must generate an automated audit report when necessary showing the tracking of all notices through all 

phases of production for each mail piece. This audit report will contain all information as outlined in item (i) above. 

Contractor is required to provide any requested Summary and/or Audit reports within an hour of a request via Email in 

MS Word, MS Excel or PDF. 

All notice tracking/reporting data must be retained in electronic form for 210 days after mailing, and must be made 

available to SSA for auditing of contractor performance upon request. 

The contractor must maintain quality control samples, inspection reports and records for a period of no less than 180 

days subsequent to the date of the check tendered for final payment by the GPO. The Government will periodically 

verify that the contractor is complying with the approved quality control plan through on-site examinations and/or 

requesting copies of the contractor’s quality assurance records and quality assurance random copies. 

Note: The Government will not as a routine matter request the contractor produce individual pieces in transit within the 

plant, however, the contractor must demonstrate they will have an audit trail established that has the ability to comply 

with this type of request when and if the need arises. 

Pulling of Notices from Production: The Government may request certain notices be removed from the production 

stream based on Social Security Number (SSN). The SSN(s) for each notice is contained in the Mail Run Data (MRD) 

File. See Exhibit H. 

The contractor must be able to run a sort to find and eliminate the notice from the production run. If the list is provided 

after the notice had been produced, the contractor must be capable of identifying the notice and pulling it from the 

production floor. It is anticipated this will be an infrequent occurrence. 

Option Years: For each option year * that may be exercised, the contractor will be required to review their plans and 

re-submit in writing the above plans detailing any changes and/or revisions that may have occurred. The revised plan is 

subject to Government approval and must be submitted to the Contracting Officer or his/her representative within five 

(5) workdays of notification of the option year being exercised. 

* For each option year exercised, the amount of time in the schedule will remain the same 

NOTE: If there are no changes/revisions, the contractor will be required to submit to the Contracting Officer or his/her 

representative a statement confirming that the current plans are still in effect. 

ON-SITE REPRESENTATIVES: One or two full-time Government representatives may be placed on the contractor's 

premises on a limited basis or throughout the term of the contract. 

The contractor will be required to provide a private workspace with a telephone line, internet access, and one facsimile 

machine. 

On-site representative(s) may be stationed at the contractor's facility to: provide project coordination in receipt of 

transmissions; verify addresses; monitor the printing, folding, inserting, mail processing, quality control, sample 

selections and inspections; and monitor the packing and staging of the mail. These representatives will not have 

contractual authority, and cannot make changes in the specifications or in contract terms, but will bring defects detected, 

to the attention of the company Quality Control Officer. The coordinators must have full and unrestricted access to all 

production areas where work on this program is being performed. 

POST-AWARD CONFERENCE: In order to ensure that the contractor fully understands the total requirements of the 

job as indicated in these specifications, Government representatives will conduct a conference with the contractor’s 

representatives at the SSA, 6401 Security Boulevard, Baltimore, MD, 21235 immediately after award. 
Earnings MOD, MES and AURORA Notices Page 17 of 59 

171-S (01/17) 

PRE-PRODUCTION MEETING: A pre-production meeting covering printing and mailing must be held at the 

contractor's facility after award of the contract to review the contractor's production plan and to establish coordination of 

all operations. Attending this meeting will be representatives from the GPO, SSA, and the USPS (USPS). 

The contractor must present and explain their final plan for both the printing and mailing of all notices (the contractor 

must be prepared to present detailed production plans, including such items as quality assurance, projected 

commencement dates, equipment loading, pallet needs, etc.). 

The contractor must meet with SSA and USPS representatives to present and discuss their plan for mailing. The 

preproduction meeting will include a visit to the contractor's mailing facility, where the contractor is to furnish specific 

mail flow information. The contractor must present documentation of the Plant Load agreement and either a copy of the 

optional procedure, which has been negotiated with the USPS or a draft of the original procedure that the contractor 

intends to negotiate with the USPS for SSA approval. The contractor also needs to present SSA with a copy or a draft of 

the manifest (tracking system) to be used to accomplish the above. 

SSA may conduct unscheduled visits during the term of this contract at the contractor’s mailing facility. In addition, a 

mail plan detailing how the contractor will obtain maximum automation postage discounts will be e-mailed to 

Francine.Moore@ssa.gov after the contract award. The contractor is to provide the name of the representative 

responsible for the mailing operation and that individual's backup. 

ASSIGNMENT OF JACKETS, PURCHASE, TASK, and PRINT ORDERS: A GPO jacket number will be 

assigned and a purchase order issued to the contractor to cover the work performed. The purchase order will be 

supplemented by an individual print order for each job placed with the contractor. The print order, when issued, will 

indicate the quantity to be produced and any other information pertinent to the order. 

ORDERING: Items to be furnished under the contract must be ordered by the issuance of weekly print orders 

supplemented by daily electronic task orders. Orders may be issued under the contract from Date of Award through 

April 30, 2017 plus for such additional periods as the contract is extended. All print orders and task orders issued 

hereunder are subject to the terms and conditions of the contract. The contract must control in the event of conflict with 

any print order or task order. 

Task orders will be “issued” daily for purposes of the contract and will detail the daily volume of notices required. A 

print order (GPO Form 2511) to be used for billing purposes will be issued weekly and will cover all daily task orders 

issued that week. 

 

REQUIREMENTS: This is a requirements contract for the items and for the period specified herein. Shipment/delivery 

of items or performance of work shall be made only as authorized by orders issued in accordance with the clause entitled 

“ORDERING.” The quantities of items specified herein are estimates only, and are not purchased hereby. Except as 

may be otherwise provided in this contract, if the Government’s requirements for the items set forth herein do not result 

in orders in the amounts or quantities described as “estimated,” it shall not constitute the basis for an equitable price 

adjustment under this contract. 

Except as otherwise provided in this contract, the Government shall order from the contractor all the items set forth 

which are required to be purchased by the Government activity identified on page 1. 

The estimated quantities specified in the "Determination of Award" are not the total requirements of the Government but 

are the estimates of requirements. The Government shall not be required to purchase from the contractor, requirements in 

excess of the limit on total orders under this contract, if any. 

Orders issued during the effective period of this contract and not completed within that time shall be completed by the 

contractor within the time specified in the order, and the rights and obligations of the contractor and the Government 

respecting those orders shall be governed by the terms of this contract to the same extent as if completed during the 

effective period of this contract. 
Earnings MOD, MES and AURORA Notices Page 18 of 59 

171-S (01/17) 

If shipment/delivery of any quantity of an item covered by the contract is required by reason of urgency prior to the 

earliest date that shipment/delivery may be specified under this contract, and if the contractor will not accept an order 

providing for the accelerated shipment/delivery, the Government may procure this requirement from another source. 

The Government may issue orders which provide for shipment/delivery to or performance at multiple destinations. 

Subject to any limitations elsewhere in this contract, the contractor shall furnish to the Government all items set forth 

herein which are called for by print orders issued in accordance with the “ORDERING” clause of this contract. 

PRIVACY ACT NOTIFICATION: This procurement action requires the contractor to do one or more of the 

following: design, develop, or operate a system of records on individuals to accomplish an agency function in 

accordance with the Privacy Act of 1974, Public Law 93-579, December 31, 1974 (5 U.S.C. 552a) and applicable agency 

regulations. Violation of the Act may involve the imposition of criminal penalties. 

PRIVACY ACT 

(a) The contractor agrees: 

(1) to comply with the Privacy Act of 1974 and the rules and regulations issued pursuant to the Act in the 

design, development, or operation of any system of records on individuals in order to accomplish an agency 

function when the contract specifically identifies (i) the system or systems of records and (ii) the work to be 

performed by the contractor in terms of any one or combination of the following: (A) design, (B) 

development, or (C) operation; 

(2) to include the solicitation notification contained in this contract in every solicitation and resulting 

subcontract and in every subcontract awarded without a solicitation when the statement of work in the 

proposed subcontract requires the design, development, or operation of a system of records on individuals to 

accomplish an agency function; and 

(3) to include this clause, including this paragraph (3), in all subcontracts awarded pursuant to this contract 

which require the design, development, or operation of such a system of records. 

(b) In the event of violations of the Act, a civil action may be brought against the agency involved where the 

violation concerns the design, development, or operation of a system of records on individuals to accomplish an 

agency function, and criminal penalties may be imposed upon the officers or employees of the agency where the 

violation concerns the operation of a system of records on individuals to accomplish an agency function. For 

purposes of the Act when the contract is for the operation of a system of records on individuals to accomplish an 

agency function, the contractor and any employee of the contractor is considered to be an employee of the 

agency. 

(c) The terms used in this clause have the following meanings: 

(1) “Operation of a system of records” means performance of any of the activities associated with maintaining 

the system of records including the collection, use, and dissemination of records. 

(2) “Record” means any item, collection or grouping of information about an individual that is maintained by 

an agency, including, but not limited to, his education, financial transactions, medical history, and criminal 

or employment history and that contains his name, or the identifying number, symbol, or other identifying 

particular assigned to the individual, such as a finger or voice print or a photograph. 

(3) “System of records” on individuals means a group of any records under the control of any agency from 

which information is retrieved by the name of the individual or by some identifying number, symbol, or 

other identifying particular assigned to the individual.
Earnings MOD, MES and AURORA Notices Page 19 of 59 

171-S (01/17) 

CRIMINAL/CIVIL SANCTIONS: 

(1) Each officer or employee of any person to whom returns or return information is or may be disclosed must be 

notified in writing by such person that returns or return information disclosed to such officer or employee can be 

used only for a purpose and to the extent authorized herein, and that further disclosure of any such returns or 

return information for a purpose or to an extent unauthorized herein constitutes a felony punishable upon 

conviction by a fine of as much as $5,000 or imprisonment for as long as five years, or both, together with the 

costs of prosecution. Such person shall also notify each such officer and employee that any such unauthorized 

further disclosure of returns or return information may also result in an award of civil damages against the officer 

or employee in an amount not less than $1,000 with respect to each instance of unauthorized disclosure. These 

penalties are prescribed by IRC Sections 7213 and 7431 and set forth at 26 CFR 301.6103(n). 

 (2) Additionally, it is incumbent upon the contractor to inform its officers and employees of the penalties for 

improper disclosure imposed by the Privacy Act of 1974, 5 U.S.C. 552a. Specifically, 5 U.S.C. 552a(i)(1), which 

is made applicable to contractors by 5 U.S.C. 552a(m)(1), provides that any officer or employee of a contractor, 

who by virtue of his/her employment of official position, has possession of or access to agency records which 

contain individually identifiable information, the disclosure of which is prohibited by the Privacy Act or 

regulations established there under, and who knowing that disclosure of the specific material is prohibited, 

willfully discloses the material in any manner to any person or agency not entitled to receive it, shall be guilty of a 

misdemeanor and fined not more than $10,000. 
Earnings MOD, MES and AURORA Notices Page 20 of 59 

171-S (01/17) 

SECTION 2 - SPECIFICATIONS 

SCOPE: These specifications cover the production of mailing packages from three (3) notice workloads: (1) 

EARNINGS MOD; (2) MES; and (3) AURORA. The workloads consist of English ONLY personalized notices, Spanish 

ONLY personalized notices, English personalized notice with Spanish cover letter, and Bilingual 

English/Spanish/English personalized notice (prints English, then several Spanish paragraphs and is completed in 

English); English and Spanish forms, fact sheets, leaflets and booklet inserts; mail-out envelopes; business reply mail 

(BRM) envelopes and courtesy reply mail (CRM) envelopes; requiring such operations as: the receipt and processing of 

transmitted data; re-development of AFP resources; composition; proofing of inserts; printing and imaging; dating of a 

form insert, binding, folding; inserting; manifesting, presorting, and mailing. 

NEW NOTICES - During the term of this contract, the Government anticipates developing new notice workloads with 

the same requirements as the mailing packages described by these specifications. All terms and conditions in these 

specifications will apply to any future notice workloads. SSA estimates approximately one (1) to three (3) new notice 

workloads may be added during the term of this contract. File names for the new mailers will be supplied to the 

contractor as they are developed. 

The data set names listed below may not be the final data set names transmitted to the contractor. If there are 

changes, final data set names will be provided to the contractor at the post-award meeting. 

 FILE NAME MAILER DATA SET NAME* 

EARNINGS MOD 

 - SEADJUST 1 OLBG.BTI.vendor.SEAAFP.M11*****.RYYMMDD 

 - RECON 2 OLBG.BTI.vendor.E15AFP.M21*****.RYYMMDD 

 - RESUB PAPER 3 OLBG.BTI.vendor.RSBAFP.M31*****.RYYMMDD 

 - ICOR 4 OLBG.BTI.vendor.EMSAFP.M41*****.RYYMMDD 

 - IRES 5 OLBG.BTI.vendor.IREAFP.M51*****.RYYMMDD 

 - RESUB ELECTRONIC 6 OLBG.BTI.vendor.RSBAFP.M61*****.RYYMMDD 

 - PUPS (PRIS) 7 OLBG.BTI.vendor.PRIAFP.M71*****.RYYMMDD 

MES 8 OLBG.BTI.vendor.MESAFP.M81*****.RYYMMDD 

AURORA 9 OLBG.BTI.vendor.CTPAFP.M9#*****.RYYMMDD 

 10 OLBG.BTI.vendor.CTPAFP.M0#*****.RYYMMDD 

 11 OLBG.BTI.vendor.CTPAFP.MA#*****.RYYMMDD 

 12 OLBG.BTI.vendor.CTPAFP.MB#*****.RYYMMDD 

 13 OLBG.BTI.vendor.CTPAFP.MC#*****.RYYMMDD 

 14 OLBG.BTI.vendor.CTPAFP.MD#*****.RYYMMDD 

 15 OLBG.BTI.vendor.CTPAFP.ME#*****.RYYMMDD 

 16 OLBG.BTI.vendor.CTPAFP.MF#*****.RRYYMMDD 

 17 OLBG.BTI.vendor.CTPAFP.MG#*****.RYYMMDD 

All of the data set names are not listed for Aurora (Mailers 9-17). The “#” will be replaced with 1 through 8 for each of 

the Program Service Centers (PC). The “*****” represents the unique job identifier assigned at run time. 

There are eight (8) files (or data set names) for Aurora. As an example data set name “CTPAFP.MB” (Mailer 9) 

breakout follows: 

OLBG.BTI.vendor.PC1.CTPAFP.MB1*****.Ryymmdd 

OLBG.BTI.vendor.PC2.CTPAFP.MB2*****.Ryymmdd 

OLBG.BTI.vendor.PC3.CTPAFP.MB3*****.Ryymmdd 

OLBG.BTI.vendor.PC4.CTPAFP.MB4*****.Ryymmdd 

OLBG.BTI.vendor.PC5.CTPAFP.MB5*****.Ryymmdd 

OLBG.BTI.vendor.PC6.CTPAFP.MB6*****.Ryymmdd 

OLBG.BTI.vendor.PC7.CTPAFP.MB7*****.Ryymmdd 
Earnings MOD, MES and AURORA Notices Page 21 of 59 

171-S (01/17) 

OLBG.BTI.vendor.PC8.CTPAFP.MB8*****.Ryymmdd 

Aurora mailers are broken down and transmitted in segments by PC codes. Each file transmitted will have a banner page 

identifying the PC and required inserts. Additional information about banner pages can be found on page 30 of this 

contract. The PC codes correspond to the mail-out envelope required as follows: 

PC1 - Northeastern (Jamaica, NY) 

PC2 - Mid-Atlantic (Philadelphia, PA) 

PC3 - Southeastern (Birmingham, AL) 

PC4 - Great Lakes (Chicago, IL) 

PC5 - Western (Richmond, CA) 

PC6 - Mid-America (Kansas City, MO) 

PC7 - Office of Central Operations (Domestic Claims) (Baltimore, MD) 

PC8 - Office of International Operations (Foreign & Domestic) (Baltimore, MD) 

NOTE: AURORA files can contain third party notices. The first page of a third party notice prints as an address to 

one of the following: Administrative Law Judge (ALJ), attorney, NOE Copy or a Representative for the beneficiary 

(Rep Payee). Subsequent pages in third party notices print as duplicate notice (original copy of this notice is also in 

an AURORA file to be printed separately) addressed to an SSA beneficiary. 

MAKE-UP OF MAILERS: 

A record will be transmitted for each mailing address and will contain all the data relevant for the mailing of an 

associated mail piece. Unique alpha/numeric identifiers will be part of the record to ensure accuracy in the insertion 

process. 

FOR QUALITY CONTROL AND AUDITING PURPOSES: 

The contractor must not merge file dates and mailers during processing, printing, and inserting. All files transmitted by 

SSA will be physical sequential. Any alteration of the notice content in the file is not permitted. The figures shown 

below are estimates based on historical data of past production runs. 

Note - notices are duplex printed and one-side only when an odd page is required. Exact quantities will not be 

known until each run is electronically transmitted to the contractor. NO SHORTAGES WILL BE ALLOWED. 

The total number of mailers has been estimated for each frequency requirement (Daily, Weekly, Monthly, and 

Quarterly). If the total for each frequency exceeds 25 percent, the Contractor will receive a “Premium Payment” as 

offered in the 

”Schedule of Prices”. See page 24 of 57: Estimated Minimums and Maximums 

NOTICES: Notices ordered under this contract will range from one (1) to 20 printed pages per notice. See the 

following for page counts of each mailer. 

EARNINGS MOD: The Earnings Mod mailers are English, Spanish, Spanish Cover Letter with English and Bilingual 

English/Spanish/English notices (prints English, then Spanish and remainder is English – all in one notice) represented 

by the following data set names. Notices can consist of an estimated 1-7 printed pages. 

1. OLBG.BTI.vendor.SEAAFP.M11*****.RYYMMDD (SEADJUST) 

Weekly Minimum : 3,700 (*prints once weekly)

Weekly Maximum : 15,000 

Estimated Annual : 500,000 

Estimated Printed Pages : 1 

Average Printed Pages : 1 

Inserts : Personalized English Notice 

 Mail-out envelope 4-1/8 x 9-1/2" 

 Folding : Tri-Fold 

NOTE: Self-Employment Adjustment notices will consist of one (1) file per week. The file could consist of 

up to 15,000 notices. 
Earnings MOD, MES and AURORA Notices Page 22 of 59 

171-S (01/17) 

2. OLBG.BTI.vendor.E15AFP.M21*****.RYYMMDD (RECON) 

 Weekly Minimum : 80 

Weekly Maximum : 22,310 (Approximately four (4) times a year, in February, April, June, and 

August, RECON notices may experience an increase due to IRS activity) 

Estimated Annual : 50,000 

Estimated Printed Pages : 1-7 

Average Printed Pages : 7 

Inserts : Personalized English Notice 

 Mail-out envelope 4-1/8 x 9-1/2" 

 CRM Return Envelope 

SSA Pub. No. 16-002 (NOTE: Publications are used for original notices only.) 

 Folding : Tri-Fold 

MAILER 2a (RECON) has six (6) LARGE-SPIKE runs each year. Estimated dates of receipt are in 

November, late January or early February, late February or early March, Mid-March, June, and late 

June or early July. 

 LARGE SPIKE Minimum: 30,000 

LARGE SPIKE Maximum: 225,000 

Estimated Annual : 730,000 

Estimated Printed Pages : 1-7 

Average Printed Pages : 7 

Inserts : Personalized English Notice 

 Mail-out envelope 4-1/8 x 9-1/2" 

 CRM Return Envelope 

 SSA Pub. No. 16-002 (Only used for Nov, Jan, and Feb mailings) 

 Folding : Tri-Fold 

MAILER 2b (RECON) has four (4) MINI-SPIKE runs each year. Estimated dates of receipt are in 

February, April, June, and August following a large Spike run (2a above). 

 MINI-SPIKE Minimum: 9,500 

MINI-SPIKE Maximum: 30,000 

Estimated Annual : 100,000 

Estimated Printed Pages : 1-6 

Average Printed Pages : 6 

Inserts : Personalized English Notice 

 Mail-out envelope 4-1/8 x 9-1/2" 

 CRM Return Envelope 

 SSA Pub. No. 16-002 (Only used for Nov, Jan, and Feb mailings) 

 Folding : Tri-Fold 

3. OLBG.BTI.vendor.RSBAFP.M31*****.RYYMMDD (RESUB PAPER) 

Daily Minimum : 1 

Daily Maximum : 800 (this would only possibly occur during peak W-2 processing months of 

 March - May) 

Estimated Annual : 12,300 

Estimated Printed Pages : 1-3 

Average Printed Pages : 1 

Inserts : Personalized Bilingual English/Spanish/English Notice 

 Mail-out envelope 4-1/8 x 9-1/2" 

 Folding : Tri-Fold 
Earnings MOD, MES and AURORA Notices Page 23 of 59 

171-S (01/17) 

4. OLBG.BTI.vendor.EMSAFP.M41*****.RYYMMDD (ICOR) 

Daily Minimum : 195 

Daily Maximum : 2,530 

Estimated Annual : 135,000 

Estimated Printed Pages : 1-4 

Average Printed Pages : 1 

Inserts : Personalized English Notice 

 Personalized Spanish Cover Letter with English Notice 

 Personalized Spanish Notice 

 Mail-out envelope 4-1/8 x 9-1/2" 

 Folding : Tri-Fold 

5. OLBG.BTI.vendor.IREAFP.M51*****.RYYMMDD (IRES) 

Daily Minimum : 134 

 Daily Maximum : 9,300 (Daily volumes can increase to 9,300 during the months of January - 

April and October each year) 

Estimated Annual : 240,000 IRES 

Estimated Printed Pages : 1-2 

Average Printed Pages : 2 

Inserts : Personalized English Notice 

 Mail-out envelope 4-1/8 x 9-1/2" 

 Folding : Tri-Fold 

6. OLBG.BTI.vendor.RSBAFP.M61*****.RYYMMDD (RESUB- ELECTRONIC) 

Daily Minimum : 1 

Daily Maximum : 400 (This would only possibly occur during peak W-2 processing months of 

 February - April) 

Estimated Annual : 2,500 

Estimated Printed Pages : 1-3 

Average Printed Pages : 3 

Inserts : Personalized English Notice 

 Mail-out envelope 4-1/8 x 9-1/2" 

 Folding : Tri-Fold 

7. OLBG.BTI.vendor.PRIAFP.M71*****.RYYMMDD (PUPS-PRIS) 

Monthly Minimum : 0 

Monthly Maximum : 2,500 

Estimated Annual : 30,000 

Estimated Printed Pages : 1-7 

Average Printed Pages : 4 

Inserts : Personalized English Notice 

 Mail-out envelope 4-1/8 x 9-1/2" 

 Folding : Tri-Fold 
Earnings MOD, MES and AURORA Notices Page 24 of 59 

171-S (01/17) 

MES: The MES mailer is an English only notice represented by the following data set name. The mailer consists of a 

one-page notice with a mail-out envelope. 

8. OLBG.BTI.vendor.MESAFP.M81*****.RYYMMDD 

 Daily Minimum : 0 

Daily Maximum : 14 

Estimated Annual : 1,100 

Estimated Printed Pages : 1 

Average Printed Pages : 1 

Inserts : Personalized English Notice 

 Mail-out envelope 4-1/8 x 9-1/2" 

 Folding : Tri-Fold 

AURORA: Aurora mailers are English ONLY notices. Notices can consist of an estimated 1-20 pages. 

NOTE: Aurora notices contain approximately 30% manual insertions. 

9. OLBG.BTI.vendor.CTPAFP.M9#*****.RYYMMDD (AJS-1) 

Daily Minimum : 0 

Daily Maximum : 260 

Estimated Annual : 5,300 

Estimated Printed Pages : 1-12 

Average Printed Pages : 3 

 Inserts : * 

 Folding : Bi-Fold 

10. OLBG.BTI.vendor.CTPAFP.M0#*****.RYYMMDD (MCS) 

Daily Minimum : 0 

Daily Maximum : 1,100 

 Estimated Annual : 131,000 

Estimated Printed Pages : 1-12 

Average Printed Pages : 2 

 Inserts : * 

 Folding : Bi-Fold 

11. OLBG.BTI.vendor.CTPAFP.MA#*****.RYYMMDD (MADCAP) 

Daily Minimum : 800 

Daily Maximum : 5,200 

Estimated Annual : 680,000 

Estimated Printed Pages : 1-12 

Average Printed Pages : 4 

 Inserts : * 

 Folding : Bi-Fold 
Earnings MOD, MES and AURORA Notices Page 25 of 59 

171-S (01/17) 

12. OLBG.BTI.vendor.CTPAFP.MB#*****.RYYMMDD (TATTER) 

Daily Minimum : 0 

Daily Maximum : 1 

Estimated Annual : 10 

Estimated Printed Pages : 1-12 

Average Printed Pages : 3 

 Inserts : * 

 Folding : Bi-Fold 

13. OLBG.BTI.vendor.CTPAFP.MC#*****.RYYMMDD (REACT) 

Daily Minimum : 0 

Daily Maximum : 1 

 Estimated Annual : 20 

Estimated Printed Pages : 1-12 

Average Printed Pages : 2 

 Inserts : * 

 Folding : Bi-Fold 

14. OLBG.BTI.vendor.CTPAFP.MD#*****.RYYMMDD (T2R) 

Daily Minimum : 790 

Daily Maximum : 3,800 

Estimated Annual : 410,000 

Estimated Printed Pages : 1-12 

Average Printed Pages : 2 

 Inserts : * 

 Folding : Bi-Fold 

15. OLBG.BTI.vendor.CTPAFP.ME#*****.RYYMMDD (MISC) 

Daily Minimum : 1,100 

Daily Maximum : 10,500 

Estimated Annual : 1,021,000 

Estimated Printed Pages : 1-8 

Average Printed Pages : 3 

 Inserts : * 

 Folding : Bi-Fold 

16. OLBG.BTI.vendor.CTPAFP.MF#*****.RYYMMDD (IRMAA) 

 Daily Minimum : 0 

Daily Maximum : 1,300 

 Estimated Annual : 8,000 

Estimated Printed Pages : 1-20 

Average Printed Pages : 3 

 Inserts : * 

 Folding : Bi-Fold 

NOTE: (Bulk of the quantity for the IRMAA Mailer 16 will print during November and December.) 
Earnings MOD, MES and AURORA Notices Page 26 of 59 

171-S (01/17) 

17. OLBG.BTI.vendor.CTPAFP.MG#*****.RYYMMDD (SNO) 

 Daily Minimum : 1 

Daily Maximum : 100 

 Estimated Annual : 8,500 

Estimated Printed Pages : 1-20 

Average Printed Pages : 3 

 Inserts : * 

 Folding : Bi-Fold 

* Aurora mailers may generate any combination of following components: 

Personalized English Notice 

Mail-out Kraft Envelope 6-1/8 x 9-1/2" (with [IR designator for Mailer 16 ONLY] or without designator) 

Green Business Reply Mail (BRM) Envelope (referred to as a Refund envelope) 

Goldenrod BRM Envelope (referred to as a Reply envelope) 

Green Courtesy Reply Mail (CRM) Envelope (PO Box 32900) 

White CRM Return Envelope 

Centers for Medicare and Medicaid Services (CMS) CRM Refund Envelope (centered address is PO Box 790355, St 

Louis MO, 63179-0355) 

Pub. No. 05-10076 

Pub. No. 05-10077 

Pub. No. 05-10095 

Pub. No. 05-10153 

Pub. No. 05-10137 

Pub. No. 05-10018 

Pub. No. 05-10072 

Pub. No. 05-10958 

Pub. No. 05-10069 

Pub. No. 70-10281 

Pub. No. 70-10283 

Pub. No. 05-10007 

Pub. No. 05-10045 

Pub. No. 05-10075 

Form CMS-2690 

Form SSA-3105 

Form SSA-L4360-SP 

Form SSA-3885 

Form SSA-4111 

Form SSA-150 

Form SSA-561-U2 

Form SSA-1560-U4 

Form SF-180 

Form SF-1588 

Form SSA-4588 OP1 

Form SSA-4588 OP2 

Form SSA-4588 OP3 

Form SSA-4588 OP4 

Form SSA-4588 OP5 

Form SSA-4588 OP6 

Form SSA-21 

Form SSA-1724 

Form SSA-1372-BK 

TRANSMISSION PROBLEMS: 

On occasion SSA may experience transmission problems resulting in no mailers for the day. The transmission problem, 

once corrected, may result in multiple files or merged files transmitted the following day. In addition, the Aurora 

workload (Mailers 9-17) is a manual process and, on occasion, we have encountered formatting problems as the result of 

user input errors. The contractor will receive notice as to when a new replacement notices/file will be retransmitted. 

As we continue to address these problems, the frequency of “bad files’ have lessened significantly, however, on occasion 

they do still exist. The contractor is cautioned should a “bad file” be received, which could be identified in either the 

imaging or insertion process, the contractor will need to provide SSA with a password protected PDF of the notice 

responsible for the equipment shut down. Based on historical data, SSA estimates the number of bad notices/files as 

three per year. 

NOTE: A destruction fee for the notices/files, in addition to the printing and inserting of notices in this file requiring 

destruction will be paid for according to the contract’s line item charges for printing and inserting (inserting charges will 

only be paid if the contractor has already inserted the notices). 
Earnings MOD, MES and AURORA Notices Page 27 of 59 

171-S (01/17) 

TRIM SIZES: 

Notices: 8-1/2 x 11" flat size; 

Mail-out Envelopes: 4-1/8 x 9-1/2" and 6-1/8 x 9-1/2" 

BRM and CRM Envelopes: 3-7/8 x 8-7/8" 

Pamphlets: 

Publication No. 05-10076: 5-1/4 x 8", 20 pages 

Publication No. 05-10077: 5-1/4 x 8", 24 pages 

Publication No. 05-10095: 3-1/2 x 8", 24 pages 

Publication No. 05-10153 5-1/4 x 8", 24 pages 

Publication No. 05-10137: 3-1/2 x 8", 32 pages 

Leaflets: 

Publication No. 05-10018 10-1/2 x 8" flat size 

Publication No.’s; 05-10072; 05-10958: 14 x 8" flat size 

Publication No.’s 05-10069; 70-10281; and 16-002 17-1/2 x 8" flat size 

Publication No. 70-10283 21 x 8" flat size 

Fact Sheets: 

Publication No’s 05-10007, 05-10045, 05-10075: 8-1/2 x 11" flat size 

Forms: 

Form CMS-2690: 8-1/2 x 3-1/2" 

Form SSA-3105: 10-1/2 x 8" flat size 

Form SSA-L4360-SP 8-1/2 x 11” 

Form SSA-3885; Form SSA-4111 8-1/2 x 11” 

Form SSA-150 8-1/2 x 11” 

Form SSA-561-U2: 8-1/2 x 11" (Stub-less 2-part set) 

Form SSA-1560-U4: (4-Part snap-out set) 8-1/2 x 11-5/8" (includes 5/8" binding stub.) 

Form SF-180; Form SF-1588 17 x 11” flat size 

Forms SSA-4588-OP1 through OP6 17 x 11” flat size 

Form SSA-21; Form SSA-1724 17 x 11” flat size 

Form SSA-1372-BK 8-1/2 x 11”; 8 page pasted 

FREQUENCY OF ORDERS AND QUANTITY: Combined total for Earnings Mod, MES, and Aurora mailers is 

approximately 3,820,100 per year. 

 Estimated total quantity for the Earnings MOD Mailers 1-7 is 1,555,000 notices per year. 

 Estimated total quantity for the MES Mailer 8 is 1,100 notices per year. 

 Estimated total quantity for the Aurora Mailers 9-17 is 2,264,000 notices per year. 

NOTE: The Government reserves the right to increase or decrease by 20% of the total number of notices 

ordered annually.

EARNINGS MOD/MES MAIL-OUT ENVELOPES: TRIFOLD SIZE: 4-1/8 x 9-1/2" 

 Estimated 90-Calendar Day Volumes 

Mailer 1 (SEADJUST)/Mailer 7 (PUPS/PRIS)/Mailer 8 (MES) 129,399 
Earnings MOD, MES and AURORA Notices Page 28 of 59 

171-S (01/17) 

Mailer 2 (RECON) 147,500 

Mailer 3 (RESUB PAPER)/Mailer 6 (RESUB ELECTRONIC) 3,700 

Mailer 4 (ICOR) 33,850 

Mailer 5 (IRES) 50,000 

AURORA MAIL-OUT ENVELOPE: BIFOLD SIZE: 6-1/8 x 9-1/2" 

Program Service Center (Mailers 9-15 and Mailer 17) Estimated 90-Calendar Day Volumes 

Northeastern Program Service Center (PC1) 67,500 

Mid-Atlantic Program Service Center (PC2) 36,100 

Southeastern Program Service Center (PC3) 55,400 

Great Lakes Program Service Center (PC4) 58,000 

Western Program Service Center (PC5) 72,800 

Mid-America Program Service Center (PC6) 91,500 

Office of Central Operations (PC7) 184,500 

Office of International Operations (PC8) 10,200

Program Service Center (Mailer 16) (IR designator) Estimated 90-Calendar Day Volumes 

Northeastern Program Service Center (PC1) 350 

Mid-Atlantic Program Service Center (PC2) 170 

Southeastern Program Service Center (PC3) 250 

Great Lakes Program Service Center (PC4) 450 

Western Program Service Center (PC5) 450 

Mid-America Program Service Center (PC6) 400 

Office of Central Operations (PC7) 10* 

Office of International Operations (PC8) 10* 

*Since the estimated yearly quantity for PC7 and PC8 envelopes used for Mailer 16 is expected to be less than 500, the 

contractor can over-print an “IR” designator using an appropriate Aurora mail-out envelope. The format of the “IR” 

designator (font size, location, etc.) must be approved by SSA and must meet USPS standards. 

EARNINGS MOD CRM RETURN ENVELOPE (WHITE):

 Estimated 90-Calendar Day Volume 

Mailer 2 (RECON) 140,000 

AURORA BRM “REFUND” ENVELOPES:

All Aurora notices with PC1 through PC7 within the data set name, which require a BRM refund envelope, will receive 

a PC2 green envelope (with PO Box 3430 in the centered address). The contractor is responsible for setting up their 

equipment to ensure the correct envelope is inserted. 

All Aurora notices with PC8 within the data set name, which require a BRM refund envelope, will receive a green PC8 

CRM envelope (with PO Box 32900 in the centered address). 

Note - Business reply mail does not exist in International mail. The contractor is responsible for setting up their 

equipment to ensure the correct envelope is inserted. 

Program Service Center Estimated 90-Calendar Day Volume 

Mid-Atlantic Program Service Center (green BRM PC2) 56,000 

Office of Central Operation (PO Box 32900) (green CRM PC8) 700 
Earnings MOD, MES and AURORA Notices Page 29 of 59 

171-S (01/17) 

AURORA BRM “REPLY” ENVELOPES:

All Aurora notices with PC1 through PC7 in the data set name, which require a BRM reply envelope, will receive a PC 

specific goldenrod envelope. There is no PC8 goldenrod reply envelope for PC8 (BRM does not exist in International 

mail). Aurora notices with a PC8 in the data set name requesting a reply envelope will use a white CRM PC8 envelope 

(with PO Box 17769 in the centered address). For quantities of this envelope, see counts under “RETURN 

ENVELOPES” below. The contractor is responsible for setting up their equipment to ensure the correct envelope is 

inserted. 

Program Service Center Estimated 90-Calendar Day Volumes 

Northeastern Program Service Center (PC1) 700 

Mid-Atlantic Program Service Center (PC2) 350 

Southeastern Program Service Center (PC3) 200 

Great Lakes Program Service Center (PC4) 50 

Western Program Service Center (PC5) 3750 

Mid-America Program Service Center (PC6) 100 

Office of Central Operations (PC7) 450 

AURORA CRM “WHITE” ENVELOPES:

Program Service Center Estimated 90-Calendar Day Volumes 

Northeastern Program Service Center (PC1) 21,000 

Mid-Atlantic Program Service Center (PC2) 8,400 

Southeastern Program Service Center (PC3) 12,800 

Great Lakes Program Service Center (PC4) 14,250 

Western Program Service Center (PC5) 20,500 

Mid-America Program Service Center (PC6) 28,900 

Office of Central Operations (PC7) 13,750 

Office of International Operations (PC8) 650 

When Form CMS-2690 is inserted in an Aurora notice (for PC1 through PC8), a CRM “white” return envelope (shown 

above) will be required. The contractor is responsible for setting up their equipment to ensure the correct envelope is 

inserted. 

AURORA CMS CRM “WHITE” REFUND ENVELOPES): 

Program Service Center Estimated 90-Calendar Day Volume 

Medicare Premium Collection Center 7,450 

PUBLICATION INSERT - EARNINGS MOD - RECON (MAILER 2) 

Form/Publication Number Estimated 90-Calendar Day Volume 

SSA Publication No. 16-002 87,000 

PUBLICATION AND FORM INSERTS—AURORA (MAILERS 9 to 17): 

Publication/Form Number Estimated 90-Calendar Day Volumes 

Pub. No. 05-10076 2,000 

Pub. No. 05-10077 24,000 

Pub. No. 05-10095 1,000 

Pub. No. 05-10153 25,500 

Pub. No. 05-10137 2,400 
Earnings MOD, MES and AURORA Notices Page 30 of 59 

171-S (01/17) 

Publication/Form Number Estimated 90-Calendar Day Volumes 

Pub. No. 05-10018 4,000 

Pub. No. 05-10072 3,100 

Pub. No. 05-10958 *50

Pub. No. 05-10069 *50 

Pub. No. 70-10281 3,100 

Pub. No. 70-10283 *50 

Pub. No. 05-10007 1,200 

Pub. No. 05-10045 8,900 

Pub. No. 05-10075 250 

CMS Form 2690 6,400 

Form SSA-3105 50,000 

Form SSA-L4360-SP 4,800 

Form SSA-3885 3,500 

Form SSA-4111 800 

Form SSA-150 10,000 

Form SSA-561-U2 *250 

Form SSA-1560-U4 350 

Form SF-180 *200 

Form SSA-1588 *100 

Form SSA-4588 OP1 – OP6 *50 each 

Form SSA-21 *100 

Form SSA-1724 52,000 

Form SSA-1372-BK *100 

*Indicates annual volume. Contractor is authorized to print a year’s worth of stock. 

Contractor is not to preprint or maintain more than a 90-calendar day surplus/inventory of any of the components 

required on this contract with the exception for inserts listed where the yearly volume is expected to be less than 250. 

Contractor is required to forward a monthly inventory report of all pamphlets, leaflets, fact sheets, forms, and envelopes 

used in this program. This report must show the beginning balance, monthly usage, and ending balance for each item. 

The report is due the first day of the month for the preceding month. Reports are to be emailed to: Paul Campbell, 

Division of Printing Management (DPM) at Paul.Campbell@ssa.gov. 

GOVERNMENT TO FURNISH: 

Manuscript copy for 39 envelopes. 

Camera copy for the Facing Identification Mark (FIM) and IMB barcode for reply envelopes. 

PS Form 3615, Mailing Permit Application, and Customer Profile. 

First-Class Mail Postage and Fees Paid permit mailing indicia 

Official Government Postage Meters 

National Change of Address (NCOA) Certificate 

Coding Accuracy Support System (CASS) Certificate. 

A data connection between the contractor’s specified location and the nearest available SSA network interface location 

or SSA’s National Computer Center in Baltimore, MD. 

At the Government’s option the following may be furnished: 

 Camera Copy, negatives or electronic files (PostScript format) for recycled paper logo and legend (English and 

Spanish). 

 Camera Copy, negatives or electronic files (PostScript or PDF format) for pamphlets, leaflets, fact sheets, and 

forms. 
Earnings MOD, MES and AURORA Notices Page 31 of 59 

171-S (01/17) 

NOTE: If electronic media is available, the contractor must be able to accept files electronically via a contractor hosted 

FTP server. 

The electronic media will be as follows: 

 Platform: Macintosh OSX (or latest version); IBM Windows XP, Windows 95, Windows NT 4.0, Windows 

2000 operating systems. 

 Storage Media: Files furnished via contractor-hosted SFTP server. On occasion: CD-R/RW; DVD-R/RW; Email. 

 Software: Adobe Creative Suite (InDesign, Photoshop, Illustrator, Acrobat); Quark Express; Ventura 

Publisher; Adobe Capture; PageMaker; Corel Draw; or FrameMaker. 

All files will be created in the current versions or near current versions of the above 

mentioned versions. Files will be furnished in native applications and postscript format, or as a 

PDF. 

 Note: All platform system and software upgrades (for specific applications) which may occur during 

 the term of the contract must be supported by the contractor. 

 Fonts: All printer and screen fonts for the pamphlets, leaflets, and fact sheets will be furnished. The 

contractor is cautioned furnished fonts are the property of the Government and/or its originator. All 

furnished fonts are to be eliminated from the contractor’s archive immediately after completion of 

the contract. 

Exhibit A: Form SSA-301, Contractor Personnel Security Certification. 

Exhibit B: Questionnaire for Public Trust Positions – Sample Form SF85P 

Exhibit C: Sample Finger Print Card FD-258. 

Exhibit D: Declaration for Federal Employment Optional Form 306 

Exhibit E: Fair Credit Reporting Act Authorization Form 

Exhibit F: System Plan 

Exhibit G: Audit and Summary Report 

Exhibit H: Mail Run Data File 

E-mail Address File of Key GPO and SSA Personnel 

Electronic Files: 

All files will be electronically transmitted to the contractor and contain a complete record for each notice. Any 

programming or other format changes necessitated due to the contractor’s method of production will be the full 

responsibility of the contractor and must be completed prior to SSA’s validation. 

Note: The contractor must not compress files in the processing for this contract. 

The contractor will receive three (3) files for each print file: the Advanced Function Presentation (AFP) file, the Mail 

Run Data (MRD) file and the Banner (BNR) file. 

Note: the BNR and MRD files share the same naming Convention as the other files, just with “MRD” and “BNR” 

replacing the “AFP”. 

For example: 

MRD file: OLBG.BTI.vendor.SEAAFP.M11*****.RYYMMDD would be: 

OLBG.BTI.vendor.SEAMRD.M11*****.RYYMMDD. 

The notice files for printing are formatted in AFP printing platform in duplex printing (face and back). For proper 

processing of AFP, SSA supplies resources used for printing notices in AFP format. 
Earnings MOD, MES and AURORA Notices Page 32 of 59 

171-S (01/17) 

The AFP files contain the data to be imaged for that individual recipient. The MRD file will contain information 

relevant to each mail piece, the appropriate signature, and any required inserts. 

The BNR contains information for setting up the intelligent inserters such as file totals, number of mail packets, and bin 

set up for those items being included in the mail packets and the total required in each bin. SSA provides a 

3 of 9 barcode in the files they provide to the contractor. The BNR sheet provides the bin location for each insert used 

for each Mailer. The contractor has the option to modify the bin assignments for each Mailer, but because of the varying 

addresses of return envelopes required, they cannot merge Mailer files. SSA must approve any changes to bin 

assignments at any time during the course of this contract. 

The contractor will also receive an electronic daily task order each morning after transmission. This file will contain the 

volumes of the notices, leaves, pages and any inserts required. 

Prior to commencement of the production of orders placed under this contract, the Government will furnish test files 

shortly after the post-award conference. Test files will be used in performing the Pre-production Validation test and Preproduction Press and Mail Run test. 

Files will be in print image format and in ZIP code sequence. Contractor will be required to sort files as necessary to 

obtain maximum USPS Postal discounts (i.e., leaf counts or mail weight). 

Dataset Names for the following items will be provided at Post-award Conference: 

 Print Resource Library (AFP) (for transmission or Email) - AFP resources including page and form definitions, 

fonts developed by SSA (not licensed), page segments and overlays (if applicable) for page formatting. 

 Preproduction Press and Mail Run Test Files for Transmission - includes an AFP formatted print file with the 

corresponding MRD file and BNR file for each workload in the quantities required. 

 Revised Resource Library (AFP) for Transmission or Email (when applicable) - includes AFP print resources, 

overlays, page segments and non-standard fonts provided shortly after the post-award conference may change 

during the term of the contract, in which case a revised AFP resource file will be electronically transmitted to the 

contractor as a replacement. 

PRINTER RESOURCES: SSA will provide the AFP resources for each notice workload, unless licensed to SSA by 

another vendor, in which case that resource will need to be purchased by the contractor. These resources will be provided 

on the Contractor's choice of media (transmission or Email) shortly after the post-award conference. SSA will also 

provide test files for VPN transmission with samples of each workload to enable the start of the validation process. These 

test files may be used for the Preproduction Press and Mail Run test. (For additional information, see 

“PREPRODUCTION PRESS AND MAIL RUN TEST”.) 

For proper processing of AFP resources supplied to the contractor by SSA, used for printing notices in AFP format, the 

contractor must have software or an operating system which is 100% compliant with the most recent release of the IBM 

MVS/ZOS operating system accompanied by the most recent release of IBM PSF. These compliances relate solely to 

interpreting and printing files to be provided to the vendor by SSA, to ensure the contractor is able to print the files as 

provided without alteration of any kind on the part of SSA. It is solely the Contractor’s responsibility to 

redevelop/reprogram the AFP resources to ensure the proper printing in their environment. 

Contractor must have knowledgeable programmer(s) capable of working with AFP resources. 

NOTE: The predominant data file format is AFP Mixed Mode; however, any valid AFP format is possible and must be 

printable at the contractor’s location. 

The Contractor will be responsible for maintaining the AFP resources on each system that processes SSA's notices. 

SSA will provide updated resources electronically, as necessary. When the Contractor receives an update to the printer 

resources, the Contractor shall install them immediately and provide SSA with 100 sample documents, representative of 

the workload involved, from the test file within one workday for review. 
Earnings MOD, MES and AURORA Notices Page 33 of 59 

171-S (01/17) 

Contractor is to continue using existing resources while the samples are reviewed. Once the samples are approved, the 

contractor will be told when to start using the new resources. Whenever testing is required, the Contractor will be 

responsible for performing the test on each printer that will be used during actual production. Submit samples to SSA, 

Paul Campbell, OPAMS, 1361 Annex Building, 6401 Security Boulevard, Baltimore, MD 21235-6401. 

During the term of the contract, the Government anticipates making programmatic changes to the daily notices as 

warranted (e.g., changes in language, format, appearance, etc.). When changes occur, SSA will perform testing of the 

workload in their print mail facility for a short period of time. (The "Dark Days" for the contractor should only last a 

few days.) Only those affected workloads (indicated by filename) will be held back at SSA for validation and 

production. For example, if the MES notice workload were to be changed, SSA would test and print those notices only. 

The contractor would continue to print and mail the Earnings MOD and Aurora notice workloads. Upon successful 

testing of the changes by SSA, SSA will then transmit the new print resources (if necessary) and resume transmission of 

the notice file(s). 

CONTRACTOR TO FURNISH: All materials and operations, other than those listed under “GOVERNMENT TO 

FURNISH”, necessary to produce the products in accordance with these specifications. 

The Contractor is required to have a Secure SFTP site set-up that will permit SSA to transmit files electronically. The 

site must allow SSA the ability to upload and download files for proofing and validation. 

TRANSMISSIONS: Internet Protocol (IP) will be the connection protocol for the transmissions. The connectivity 

method will be through the Internet using an encrypted VPN tunnel or the Government will place an order for a 

dedicated circuit under GSA’s Networx contract to be installed within 60 to 90 calendar days between the contractor’s 

location and SSA’s network interface location. Either connectivity method will be encrypted with the AES256 

encryption algorithm. For the Internet option to be used the contract must have an Internet ready VPN IPSec capable 

hardware device. 

The Government will not be responsible for any cost associated with the VPN Internet connection the contractor may 

incur. The connection method is at the sole discretion of the Government. The cost of the dedicated circuit connection 

will be borne by the Government. The Government shall not be responsible for installation delays of data connections 

due to any external influences such as employee strikes, weather, supplies, etc., in which condition are beyond the 

control of the Government. 

If a dedicated circuit is deemed necessary, SSA will provide the dedicated data connection, including a router, and 

firewall at the contractor’s specified locations. The contractor shall provide adequate rack space for the securing the 

router and firewall; the contractor shall provide a dedicated analog dial-up line within 8 feet of the router. This dedicated 

analog dial-up line will be used for router management and access for troubleshooting. The line must be in place and 

active prior to the installation of the circuit/router. 

In addition, upon contract award, the contractor shall provide a complete delivery address citing the nearest cross street, 

contact name and phone number for installation of data transmission services and equipment. The contractor’s contact 

person shall be available for delivery of services at the specified location. The Government shall not be responsible for 

incorrect or lack of address information or non-availability of contract person(s) at the delivery site. 

It is the contractor’s responsibility to notify SSA when systems or data line problems arise and transmission(s) cannot 

take place. SSA’s first point of contact for systems or data line problems shall be the Help Desk at 877-697-4889. The 

contractor must also notify OPAMS at Paul.Campbell@ssa.gov. or by Video Relay Phone: (410) 670-4588. 

FILE TRANSFER MANAGEMENT SYSTEM (FTMS) REQUIREMENTS: 

The contractor shall provide the capability to interface with SSA’s National File Transfer Management System (FTMS) 

for electronic transmission of notice files from SSA to the production facility. SSA will provide the necessary data 

connection into the contractor’s location. At the discretion of SSA, the line speed may be either increased or 

decreased depending on utilization. 
Earnings MOD, MES and AURORA Notices Page 34 of 59 

171-S (01/17) 

The contractor must provide, at their expense, the equipment and operating software platform, and the file transfer 

software required at their location. The contractor assumes all responsibility for configuration, maintenance, and 

troubleshooting of their equipment and software. 

In the event that any transmission cannot be processed due to media problems, link problems or data transmission circuit 

/connection outages, the contractor shall notify SSA’s HELP DESK operations immediately at 877-697-4889 and report 

required observations and findings. 

SSA utilizes, and the contractor must provide compatibility with Managed File Transfer (formerly known as Cyberfusion 

Integration Suite) software from TIBCO. The Contractor may implement the Managed File Transfer Platform Server 

that has embedded software encryption capable of being enabled. The personal computers/servers must have the 

capability to run Managed File Transfer software with encryption enabled using IP protocols on Windows, UNIX (i.e., 

IBM’s AIX, SUN or HP), or z/OS platforms. 

SSA will not permit any private class A, B or C IP addresses, i.e., 10.xxx.xxx.xxx type IP addresses from external users 

on its network. At connection time to SSA, the Contractor will be provided a suitable IP address for access to SSA’s 

network via a firewall. SSA will provide the necessary subnet(s) for connection at the remote site. The contractor will be 

responsible for their own name/address translation to fulfill the intended purpose of data transfers. SSA will provide 

Managed File Transfer node information to the Contractor as required to accomplish file transfers. 

The Contractor may determine the media type on which files from SSA will be received to the extent that operator 

intervention (e.g., a tape mount) is not required at SSA or the Contractor’s production facility. Simultaneous multiple 

transmission sessions must be possible on the Contractor’s equipment. All files transmitted by the SSA will be written 

as Physical Sequential or “flat” files at the Contractor’s location and will be distinguished with a “run date” in the 

Contractor’s file name. Virtual Storage Access Method files and Generation Data Groups, supported by IBM/MVS or 

IBM z/OS operating systems are not permitted under this contract. The contractor’s storage format must not preclude the 

availability of the Managed File Transfer software Checkpoint/Restart feature. 

The contractor may not use VM/VSE/ESA on a mainframe system, as this hampers automated file transmission. 

The contractor’s FTMS software shall be operational for the receipt of data files 24 hours per day, 7 days per week, 

unless otherwise specified by the Government. The communications protocol between SSA and the contractor shall be 

the Internet Protocol (IP). The contractor must specify the type of Local Area Network (LAN) connection that will be 

used at the location where the SSA connection is to be installed. The contractor is responsible for providing complete 

hardware and software compatibility with SSA’s existing network. Production file transfers will be established 

according to SSA’s standard procedures for transmission control, dataset naming, and resource security. 

The contractor’s file management system must accommodate multiple file transmission sessions without intervention at 

either end. The contractor must have sufficient capacity to support the number of concurrent transmission file sessions as 

dictated by SSA. 

The above will apply, regardless of the number of workloads transmitted to the contractor daily. If the contractor is 

awarded multiple SSA notice workloads, there must be sufficient capacity at the contractor’s production facility to 

accept transmission of all files according to their schedules. 

Transmissions of production files shall be the standard automated technique. In the event the transmission network is 

unavailable for a time deemed critical by the Government, the files may, at the Government’s option, be processed at 

the SSA print mail facility. 

The contractor shall notify SSA of any reprogramming and/or reformatting of data supplied by transmission 

necessitated due to the contractor’s method of production, within 2 hours of receipt of data. 

All data provided by the Government or duplicates made by the contractor or his representatives and any resultant 

printouts must be accounted for and kept under strict security to prevent their release to any unauthorized persons. Data 

may not be duplicated in whole or in part for any other purpose than to create material to be used in the performance of 

this contract. The contractor must destroy any duplicate data and any resultant printouts. Contractor must retain all data 

for 21 workdays after mailing. 
Earnings MOD, MES and AURORA Notices Page 35 of 59 

171-S (01/17) 

TRANSMISSION TEST, PRE-PRODUCTION VALIDATION TEST & 

PRE-PRODUCTION PRESS AND MAIL RUN TEST: 

Prior to the commencement of production on the contract, the contractor will be required to demonstrate their ability to 

perform the contract requirements. The contractor will be required to perform the following tests: Transmission Test 

and 12-Hour Preproduction Press and Mail Run Test. 

See page 48 of 59: TEST SCHEDULES 

Transmission Test - After the appropriate bandwidth connection has been installed, the contractor will be required to 

receive within one (1) workday up to 204,000 notices ranging from an estimated 1-20 printed pages (average of 2 printed 

pages per notice). The contractor will be required to perform record count verification and perform the Coding Accuracy 

Support System (CASS) certification within one (1) workday after the complete transmission of all notice test files. The 

contractor will be required to copy the files to their own system and Email Paul Campbell at Paul.Campbell@ssa.gov the 

exact counts received (broken down by dataset name) before proceeding with any other processing. SSA will respond 

immediately for verification. 

The contractor will be required to run the test file through their CASS certification system to ensure there are no 

problems with the reading of the address file. The contractor will be required to report to SSA with the test results. 

When the record count verification and CASS certification have been successfully completed, the contractor will be 

required to process the test files and provide SSA within two (2) workdays, 10 sample documents from the Transmission 

Test for each file (Mailers 1 through 17) transmitted during the test. Transmission Test notices do not require inserts and 

envelopes. Contractor will be required to submit test samples to SSA, Paul Campbell, OPAMS, 1361 Annex Building, 

6401 Security Boulevard, Baltimore, MD 21235-6401 

The Government will approve, conditionally approve, or disapprove the samples from the Transmission Test within two 

(2) workdays of receipt thereof. Approval or conditional approval shall not relieve the contractor from complying with 

the specifications and all other terms and conditions of the contract. A conditional approval shall state any further action 

required by the contractor. A notice of disapproval shall state the reasons thereof. 

Note: If errors are found, additional samples will be required until the validation produces no errors. 

Pre-Production Validation Test - Prior to commencement of production of orders placed under this contract, the 

Government will furnish electronic test files shortly after the post-award conference to be used in performing a PreProduction Validation Test and Pre-Production Press and Mail Run Test. 

Prior to commencement of production of orders placed under this contract, and within five (5) workdays after 

Government approval of test samples, the contractor shall conduct a pre-production validation test and furnish at least 

425 samples notices (25 samples from each mailer) from the electronic test files. Notices must be complete and include 

all variable data from Government furnished files. Inserts and envelopes will be required; however, the contractor will be 

notified if SSA decides to waive this requirement. The container and accompanying documentation shall include the 

GPO jacket, purchase order and program number, and shall be submitted to the attention of : SSA, Paul Campbell, 

OPAMS, 1361 Annex Building, 6401 Security Boulevard, Baltimore, MD 21235-6401. 

The Government will approve, conditionally approve, or disapprove the samples from the Pre-Production Validation 

Test within five (5) workdays of receipt thereof. 

Approval or conditional approval will not relieve the contractor from complying with the specifications and all other 

terms and conditions of the contract. A conditional approval shall state any further action required by the contractor. A 

notice of disapproval will state the reasons thereof. 

Pre-Production Press And Mail Run Test - The Contractor will be required to demonstrate their ability to perform the 

contract requirements, prior to commencement of actual production, by performing a 12-hour preproduction press and 

mail run test utilizing test files transmitted electronically shortly after the post-award conference. 

During the 12-hour period, the contractor will be required to print and prepare for mailing the following quantities of 

Earnings MOD, MES, and Aurora notices: 
Earnings MOD, MES and AURORA Notices Page 36 of 59 

171-S (01/17) 

Earnings MOD Mailer 1 3,750 

 Mailer 2 22,500 

 Mailer 3 80 

 Mailer 4 633 

 Mailer 5 2,325 

 Mailer 6 40 

 Mailer 7 52 

MES Mailer 8 2 

Aurora Mailer 9 65 

 Mailer 10 275 

 Mailer 11 1,300 

 Mailer 12 1 

 Mailer 13 1 

 Mailer 14 950 

 Mailer 15 2,625 

 Mailer 16 325 

 Mailer 17 25 

The contractor must perform the Earnings MOD, MES, and Aurora Preproduction Press and Mail Run Test on the 

equipment they intend to use during live production and using their personnel. This test must be conducted during 

normal business hours, Monday through Friday. The test will incorporate all aspects of the program consisting of the 

receipt of transmitted data; the duplex/ imaging (and simplex imaging when an odd page is required) of notices; 

gathering; folding; binding; inserting; metering (if approved by SSA under certain circumstances); presorting; and 

preparing finished notices for delivery to the USPS. This must include any reprints required during the course of this 

test. To simulate actual production conditions the product produced must be in accordance with all contract 

specifications and all USPS regulations. The contractor will be required to have all composition, proofing, printed 

pamphlets/leaflets/fact sheets, forms, and envelopes necessary for the test, completed prior to beginning the test. 

Contractor must have adequate supplies on hand to complete the test. Mailers are to be completed in accordance with 

contract requirements, inserted into correct envelopes, and prepared for mailing. 

The contractor must produce a minimum of 34,949 notices in a continuous 12-hour period that will prove to the 

Government representatives the contractor can satisfactorily complete the requirements of this contract during live 

production. The 12-hour period for the printing process will begin when the Government representative give an “Okay to 

Print” on-site. The inserting and mailing process will begin when the contractor has sufficient materials printed to begin 

the inserting process. The printing, inserting and mail process must be completed in the continuous 12 hour-hour period. 

All samples shall be manufactured at the facilities in which the contract production quantities are to be manufactured. 

Samples of the preproduction press and mail run test will be brought back to SSA for validation. The Government will 

approve, conditionally approve, or disapprove the output within one (1) workday of receipt thereof. Approval or 

conditional approval shall not relieve the contractor from complying with the specifications and all other terms and 

conditions of the contract. A conditional approval shall state any further action required by the contractor. A notice of 

disapproval will state the reasons thereof. 

Systems Change/Signature Change/New Notice Files Validation Test - When required, the Government will furnish 

test files for transmission used in performing programming of a Systems Changes/Signature Change/New Notice Files 

Validation Test. 

This test is required whenever SSA initiates a systems/programming change, a signature change, or when a new notice 

workload is developed. The contractor shall furnish up to 100 printed samples. The Government has the option to waive 

the insertion of enclosure(s)/outgoing envelope. 

The Government will approve, conditionally approve, or disapprove the samples within seven (7) workdays of receipt 

thereof. Submit these samples to SSA, Paul Campbell, OPAMS, 1361 Annex Building, 6401 Security Boulevard, 

Baltimore, MD 21235-6401. 

The Systems Changes/Signature Change/New Notice Files Validation Test must occur without a break in production of 

any SSA daily notices. The Government will inform the contractor in advance when the regular daily transmissions will 

contain the systems changes. 

NOTE: Failure of the contractor to perform any of the start-up tests (i.e., Pre-Production Validation Test, 

Transmission Test, and Pre-production Press and Mail Run Test) and/or the Systems Changes/Signature 

Change/New Notice Files Validation Test) during the course of the contract satisfactorily may be cause for default. 

The Government reserves the right to waive the requirements of any of these tests. Contractor will be notified at the 

post-award conference if any start-up test(s) is to be waived. 
Earnings MOD, MES and AURORA Notices Page 37 of 59 

171-S (01/17) 

COMPOSITION: Contractor will be required to set type the envelopes. Helvetica or similar typeface will be utilized. 

Century Schoolbook or Times New Roman are the approved fonts for producing the notices. SSA will provide the font 

part numbers to the contractor who will validate that they have the proper licenses for each required font. 

The Intelligent Mail Barcode (IMB) font will be required for the start of this contract. The contractor will be required to 

obtain the necessary font; SSA will not provide it with the Resources supplied. . 

Aurora notices (Mailers 9 – 17): Numeric scan line shall be printed using the OCR-A font (applies to approximately 

2% of notices). 

PROOFS: Proofs of the envelopes, publications and forms will be required and should be included in base costs for the 

initial order. Any time a copy change may be required during the term of the contract proofs will also be required at the 

Government’s option. 

Envelopes: 

Three (3) sets of digital color content proofs will be required for each envelope. 

Proofs must have all elements in their proper position (not pasted up), imaged face and back, trimmed and folded to 

the finished size of the product. Direct to plate must be used to produce the final product with a minimum of 2400 x 

2400 dpi. Proofs must be created using the same Raster Image Processor (RIP) that will be used to produce the 

product. 

Publications (pamphlets, leaflets, fact sheets) and Forms: 

NOTE: SSA uses many of the same publications and forms in several of its print contracts. To reduce the 

proofing requirements for any revisions, if it is determined after award you are responsible for the production 

of any other SSA workloads containing the same publications and/or forms required for this program, then 

the revisions may be proofed using one of these other programs. 

Three (3) sets of digital color content proofs will be required for each publication. 

Proofs shall be collated with all elements in proper position (not pasted up), imaged face and back, trimmed and 

folded to the finished size of the product. Direct to plate must be used to produce the final product with a minimum 

of 2400 x 2400 dpi. Proofs must be created using the same Raster Image Processor (RIP) that will be used to 

produce the product. 

At the Government’s option: 

PDF proofs 

Contractor to submit a “Press Quality” PDF “soft” proof (for content only) using the same Raster Image Processor 

(RIP) that will be used to produce the final printed product. PDF proof will be evaluated for text flow, image 

position, and color breaks. Proof will not be used for color match. 

E-Mail PDF Proof to: Paul Campbell (mail to: paul.campbell@ssa.gov). Follow up with phone call to 410 670-

4588 (Video Relay Phone) confirming receipt. 

Digital one-piece composite laminated halftone proofs 

Proofs must be created on the actual production stock (Kodak Approval, Polaroid PolaProof, CreoSpectrum, or Fuji 

Final Proof) with a minimum resolution of 2400 x 2400 dpi. Proofs must have margins indicated and have all 

elements in their proper position. 

Proofs must contain color control bars (such as Brunner, GATF, GRETAG, or RIT) for each color of ink on the 

sheet. Control bars must be placed parallel to the press’s ink rollers and must show areas consisting of minimum 1/8” 

x 1/8” solid color patches; tint patches of 25, 50 and 75%; dot gain scale; and gray balance patches for process color 

(if applicable). These areas must be repeated consecutively across the sheet. Proofs must show dot structure. 
Earnings MOD, MES and AURORA Notices Page 38 of 59 

171-S (01/17) 

The make and model number of the proofing system utilized shall be furnished with the proofs. These proofs must 

contain all elements, be in press configuration and indicate margins. Proofs will be used for color match on press. 

Direct to plate must be used to produce the final product with a minimum of 2400 x 2400 dpi. 

Pantone colors may be substituted with a similar color (with the exception of process yellow) but may not be built out of 

the four process colors. 

Contractor may be required to submit ink drawdowns on actual production stock of Pantone colors used in job. 

The Government may require one or more sets of revised proofs before rendering an “OK to Print”. 

SSA reserves the right to make changes to all proofs. The Government may require one or more sets of revised proofs 

before rendering an “Okay to print”. 

If any Contractor’s errors are serious enough in the opinion of the GPO to require revised proofs, the revised proofs are 

to be provided at no expense to the Government. No extra time can be allowed for this reproofing operation; such 

operations must be accomplished within the original production schedule allotted in the specifications. 

If any Author’s Alteration’s (AA’s) require additional proofs, the Government will allow for additional time to process 

this additional requirement and will incur these costs under line Item I. COMPOSITION (c) and (d). 

See page 53 of 59: SCHEDULE OF PRICES, COMPOSITION 

The Contractor must not print to prior to receipt of an “OK to print.” 

STOCK/PAPER: The specifications of all paper furnished must be in accordance with those listed herein or listed for 

the corresponding JCP Code numbers in the “Government Paper Specification Standards No. 12” dated March 2011. 

Government Paper Specification Standards No. 12 – http://www.gpo.gov/pdfs/customers/sfas/vol12/vol_12.pdf. 

Color of paper furnished shall be of a uniform shade and a close match by visual inspection of the JCP and/or attached 

color sample(s). The Contracting Officer reserves the right to reject shipments of any order printed on paper the color of 

which, in his opinion, materially differs from that of the color sample(s). 

Personalized Notices: White Offset Book, basis weight: 50 lbs. per 500 sheets, 25 x 38", equal to JCP Code A60. 

Mail-Out Envelope: 4-1/8 x 9-1/2" - White Wove, basis weight: 24 lbs. per 500 sheets, 17 x 22" bursting strength 24 

lb./in2, or at contractor's option, White Offset Book, basis weight: 60 lbs. per 500 sheets, 25 x 38", equal to JCP Code 

A60. 

Mail-Out Envelope: 6-1/8 x 9-1/2" (two envelopes with different return addresses) – White Kraft, basis weight: 24 lbs. 

per 500 sheets, 17 x 22”, bursting strength 38 lb/in2. 

Business Reply Mail (BRM) Refund Envelopes: Green stock (PMS 344 or equivalent)/ Goldenrod (PMS 127 or 

equivalent), basis weight: 20 lbs. per 500 sheets, 17 x 22" bursting strength 20 lb/in2 containing a minimum of 50% waste 

paper. 

NOTE: At contractor's option, the green /goldenrod BRM refund envelopes may be surface tinted. Surface tinting must 

cover all exposed surfaces (front and back) of the envelope when sealed. 

Envelope color must meet USPS print reflectance difference requirements. 

Courtesy Reply Mail (CRM) Envelopes: Any white stock, basis weight: 20 lbs. per 500 sheets, 17 x 22” bursting 

strength 20 lb/in2, containing a minimum of 50% waste paper. 

Pamphlets, Leaflets and Fact Sheets: White Offset Book, basis weight: 60 lbs. per 500 sheets, 25 x 38”, equal to JCP 

Code A60. 

Form CMS-2690: Yellow Index, basis weight: 90 lbs. per 500 sheets, 25-1⁄2 x 30-1⁄2", equal to JCP Code K10. 
Earnings MOD, MES and AURORA Notices Page 39 of 59 

171-S (01/17) 

Form SSA-3105, Form SSA-L4360-SP, Form SSA-3885, Form SSA-4111, Form SSA-150, Form SF-180, 

Form SF-1588, Form SSA-4588-OP1 thru OP6, Form SSA-21, Form SSA-1724, and Form SSA-1372-BK: 

White C.W. Writing, basis weight: 20 lbs. per 500 sheets, 17 x 22", equal to JCP Code D10, or at contractor's option, 

White Offset Book, basis weight: 50 lbs. per 500 sheets, 25 x 38", equal to JCP Code A60. 

Form SSA-561-U2: Chemical Transfer Bond, Part 1: White CB., Part 2: White CF, 13-15 lbs. per 500 sheets, 17 x 22", 

equal to JCP Code O-80. 

Form SSA-1560-U4: Chemical Transfer Bond White, Part 1: White NCR CB 15 lbs., Part 2: White NCR CFB 17 lbs., 

Part 3: White NCR CFB 17 lbs., and Part 4: White NCR CF 15 lbs. 

PRINTING/IMAGING: The Government reserves the right to make changes to the envelopes or the format(s)/text of 

the pamphlets, leaflets, factsheets, and/or forms at any time during the term of the contract. Notification of a proposed 

change will be given with sufficient time for the contractor to allow for the change, and submit proofs to the 

Government. Therefore, the contractor is not to preprint or maintain more than a 90-calendar day surplus/inventory of 

any of the components required on this contract with the exception for inserts listed under “PUBLICATION AND 

FORM INSERTS—AURORA” (See page 33 of 57) where the yearly volume is expected to be less than 250. The 

Government will not be required to purchase from the contractor the surplus/inventory of any component remaining on 

hand in excess of what was authorized when an envelope or format/text change is implemented. The cost for an increase 

or decrease in booklet page counts can only be charged at the prices (per page) currently in the Schedule of Prices in the 

contract. No additional charges may be incurred. 

The contractor will have eleven (11) workdays following proof approval to stock and begin using revised 

pamphlets/leaflets/fact sheets/forms required for the program. Within five (5) workdays of stocking the revised 

pamphlets/leaflets/fact sheets/forms, the Contractor will be required to report to SSA the remaining balance of the 

outdated stock for reimbursement. In some cases, SSA will require the contractor to exhaust the old stock before using 

the new stock. The instruction to destroy or exhaust stock will be issued with the new artwork. 

Contractor will be required to convert the furnished data from electronic transmission for either laser or ion deposition 

printing. All imaging/printing must have a minimum resolution of 300 x 300 dpi. 

NOTICES 

Earnings MOD, MES, and Aurora are simplex (face only), and duplex (face and back, head-to-head) printed/imaged in 

black ink. Approximately 50% of all notices will print/image duplex (face and back). The balance of the notices will 

require a combination of simplex and duplex printing/imaging. 

Spanish notices consist of two (2) parts: 

 The first part is the Spanish notice; 

 The second part is the same notice in English. 

ENVELOPES 

Envelopes print face and back after manufacture in black ink. Printing shall be in accordance with the requirements for 

the style envelope ordered. All printing shall comply with all applicable USPS. The envelope shall accept printing 

without feathering or penetrating to the reverse side. 

Mail-out Envelopes (4-1/8 x 9-1/2"/6-1/8 x 9-1/2"): Envelopes require a security tint (lining is acceptable) printed on the 

inside (back - before manufacture) in black ink. Contractor may use his own design but must guarantee that the product 

will ensure complete opacity and prevent show through of any material contained therein. 

BRM (3-7/8 x 8-7/8”): Face of envelope to be in BRM format. Print FIM and IMB’s using the camera ready positive 

provided (one (1) BRM). The FIM and IMB should be placed on the mailing piece according to the current USPS 

Domestic Mail Manual. The envelope will require a security tint (lining is acceptable) printed on the inside (back - 

before manufacture) in black ink. 
Earnings MOD, MES and AURORA Notices Page 40 of 59 

171-S (01/17) 

Contractor may use his own design but must guarantee the product will ensure complete opacity and prevent show 

through of any material contained therein. Inside of the envelope must contain a clear area (no pantograph design), 

approximate size 3-1/2 x 5/8”, behind the IMB to ensure readability by USPS equipment. 

CRM (3-7/8 x 8-7/8”): Face of envelope to be in CRM format. Print FIMs and IMB’s using the camera ready positives 

provided (Mailer 2 {RECON}, Mailers 9 -17 (Aurora) and CMS Refund Envelope). The FIMs and IMB’s should be 

placed on the mailing piece in accordance with the current USPS's Domestic and International Mail Manuals. The 

envelope will require a security tint (lining is acceptable) printed on the inside (back - before manufacture) in black ink. 

Contractor may use his own design but must guarantee the product will ensure complete opacity and prevent show 

through of any material contained therein. Inside of the envelope must contain a clear area (no pantograph design), 

approximate size 3-1/2 x 5/8”, behind the IMB to ensure the readability by USPS equipment. 

PAMPHLETS - Print head-to-head with self-covers printing in two Pantone ink colors and bleeding three (3) sides; 

balance of text and self-cover pages print in two (2) Pantone ink colors and contain adequate gripper margins. Match 

Pantone ink colors specified on Print Order. 

LEAFLETS - Print face and back, head-to-head. Face prints in two Pantone ink colors and bleeds one side; back prints 

in two Pantone ink colors and contains adequate gripper margins. Match Pantone ink color specified on Print Order. 

FACT SHEETS - Prints face and back in two Pantone ink colors and contains adequate gripper margins. Match Pantone 

ink colors specified on Print Order. 

FORMS 

Form SSA-L4360-SP: Prints one side only in black ink. 

Form CMS-2690, Form SSA-3105, Form SSA-3885, Form SSA-4111, Form SSA-150, Form SSA-1588, 

Form SSA-4588-OP1 thru OP6, Form SSA-21, Form SSA-1724 and Form SSA-1372-BK: 

Prints face and back, head-to-head in black ink. 

Form SF-180: Prints face and back, head-to-head in black ink (page 4 is blank). 

Form SSA-561-U2: Text is identical on face of both parts except for copy designations on Part 1 and Part 2. 

Form SSA-1560-U4: Print all parts in black ink, copy designations may be printed in red or black ink. Text is identical 

on FACE of all parts except for copy designations. Text on BACK of Parts 1, 3 and 4 is identical. BACK on Part 2 

differs from other parts. 

NOTE: The Contractor is required to insert a date onto the face of each Form CMS-2690. The form must be dated 

60 calendar days in the future from the actual mailing date. However, if a Federal Holiday(s) falls within the 60 calendar 

days, the contractor should not include the Federal Holiday in their calculation and should go to the next available 

workday (e.g., Actual mail date is July 12, 2010 and the CMS-2690 would require a date of October 4, 2010.) Federal 

Holidays are as follows: 

New Year’s Day Labor Day 

Martin Luther King’s Birthday Columbus Day 

Presidents’ Day Veterans Day 

Memorial Day Thanksgiving Day 

Independence Day Christmas Day 

RECYCLED PAPER LOGO AND LEGEND: 

See Government Paper Specification Standards No. 12 for recycled content requirements. 

Notices and Envelopes: When recycled paper is required, print the logo and legend in black ink. 

Notices – The contractor will digitize the recycled paper logo and legend. The contractor will image the logo and 

legend in the bottom right corner aligned with the contractor’s control number on the first page of each notice. For 

bilingual notices, the logo will appear on the Spanish copy only. 
Earnings MOD, MES and AURORA Notices Page 41 of 59 

171-S (01/17) 

Envelopes – The logo and legend will print on the back of all envelopes in the bottom left corner. 

Pamphlets, Leaflets, and Fact sheets: When recycled paper is required, the recycled paper logo and legend must print 

in the same Pantone ink color as the text. The SSA furnished camera copy, negative(s), PDF file, or electronic media 

will contain the recycled paper logo and legend in either English or Spanish (as appropriate). 

Forms: When recycled paper is required, the logo and legend must print in the same Pantone ink color as the text. 

Forms do not contain the recycled logo or legend. Contractors are to image the recycled logo and legend using the GFM 

(logo and legend) furnished at post-award. The recycled logo should appear at the bottom of all face only forms, at the 

bottom of the back on face and back forms, or at the bottom of the last printed page for folded forms. 

PRESS SHEET INSPECTION: Final make-ready press sheets may be inspected and approved for each item listed in 

this contract, at the Contractor’s (subcontractor’s plant) for the purpose of establishing specified standards for use during 

the actual press run. Upon approval of the sheets, Contractor is charged with maintaining those standards throughout the 

press run (within QATAP tolerances when applicable) and with discarding all make-ready sheets that preceded approval. 

See GPO Publication 315.3 (Guidelines for Contractors Holding Press Sheet Inspections) issued August 2002. 

NOTE: A press sheet inspection is for the purpose of setting specific standards that are to be maintained throughout the 

entire run. It does not constitute a prior approval of the entire run. 

At the time of the press inspection, SSA officials will fax copies of the finished product for each version to the agency. 

SSA, Baltimore, MD, will confirm the accuracy of the variable data prior to the approval of the press sheet(s). 

PRODUCTION INSPECTION: Production inspection(s) may be required at the Contractor’s and/or Subcontractor’s 

plant for the purpose of establishing the receipt of transmitted files, the printing of pamphlets, leaflets, fact sheets, and 

forms, imaging, dating of form inserts, collating, folding, binding, inserting and mailing is being accomplished in 

accordance with contract quality attributes and requirements. 

NOTE: A production inspection is for the purpose of setting specific standards to be maintained throughout the duration 

of the contract. 

Before production begins on any new workloads, a production inspection(s) may be required at the contractor’s 

plant. 

MARGINS: Will be indicated on print order, sample, or electronic file. 

CONSTRUCTION/BINDING: 

Notices: Gather all pages of a notice in numerical sequence. Notices are to be nested together with all faces forward. 

Fold from a flat size of 8-1/2 x 11" down to 8-1/2 x 3-11/16" or 8-1/2 x 5-1/2" as indicated and insert into the appropriate 

envelope with title out. Address on first page of notice must be visible through window of mail-out envelope. Either 

wraparound or accordion folds will be acceptable for the tri-fold notices. 

Types of Notices: 

 English Only 

 English notice with a Spanish cover letter 

 Bilingual Spanish/English notices consist of the first three paragraphs in Spanish with the remainder of the 

notice in English 

 Spanish/English notices consist of two parts. The first part is a Spanish notice; the second part is the same notice 

in English (two parts must be nested together) 

 Mailers 9-17 (Aurora) contain third party notices - First page of a third party notice prints as an address to one of 

the following: Administrative Law Judge (ALJ), attorney, NOE Copy or a Representative for the beneficiary 

(Rep Payee). Subsequent pages in third party notices print as duplicate notice (original copy of this notice is also 

in an Aurora file to be printed separately) addressed to a SSA beneficiary. 
Earnings MOD, MES and AURORA Notices Page 42 of 59 

171-S (01/17) 

Mail-out Envelope (4-1/8 x 9-1/2”): Envelope must be open side, with gummed fold-over flap for sealing and contain 

high cut diagonal seams or double side seams. Flap depth is at the contractor’s option, but must meet all USPS 

requirements and flap must be coated with a suitable glue that will securely seal the envelope without adhering to 

contents, not permit resealing of the envelope and permit easy opening by the recipient. Face of envelope to contain a 1-

1/4 x 4-1/4" die-cut address window with slightly rounded corners. Die-cut is to be located 1/2" from the bottom edge of 

the envelope and 3/4" from the left edge of the envelope (the long dimension of the window is to be parallel to the long 

dimension of the envelope). 

Contractor has the option to adjust the size of the window opening (subject to Government approval), providing the 

visibility of the computer generated mailing address and IMB on the notice is not obscured, and other extraneous 

information is not visible when material is inserted into the envelope. 

Window is to be covered with a suitable poly-type transparent, low-gloss material that must be clear of smudges, lines, 

and distortions. Poly-type material must be securely affixed to the inside of the envelope so as not to interfere with 

insertion of contents. Window material must meet the current USPS readability standard/requirements.

Mail-out Envelope (6-1/8 x 9-1/2”): Envelope must be open side, with gummed fold-over flap for sealing. Flap depth is 

at the contractor’s option but must meet all USPS requirements and flap must be coated with a suitable glue that will 

securely seal the envelope without adhering to contents, not permit resealing of the envelope and permit easy opening by 

the recipient. Face of envelope to contain a 1-1/2 x 4-1/4” die cut address window with rounded corners. Die cut is to be 

located 2” from the bottom edge of the envelope and 3/4” from the left edge of the envelope. The long dimension of the 

window is to be parallel to the long dimension of the envelope. 

Contractor has the option to adjust the size and position of the window opening (subject to Government approval), 

providing the visibility of the computer-generated mailing address and IMB on the notice is not obscured, and other 

extraneous information is not visible when material is inserted into the envelope. Window is to be covered with a 

suitable poly-type transparent, low-gloss material that must be clear of smudges, lines, and distortions. Poly-type 

material must be securely affixed to the inside of the envelope so as not to interfere with insertion of contents. Window 

material must meet the current USPS readability standard/requirements. 

BRM /CRM Reply Envelopes (3-7/8 x 8-7/8"): Envelope must be open, with gummed fold-over flap for sealing and 

contain high cut diagonal seams or double side seams. Flap is at contractor’s option, but must meet all USPS 

requirements and flap must be coated with suitable remoistenable glue that will securely seal the envelope for mailing. 

(Adhesive must not adhere to the contents of the envelope.) 

Pamphlets (SSA Publication Numbers 05-10095, and 05-10137): Saddle-wire stitch in two places across the 8” 

dimension and trim three sides to 3-1/2 x 8”. Each product must contain complete 4-page signatures after trimming. 

Single leaves connected with a lip (i.e., binding stub) to left or right side of stitches will not be allowed. 

Pamphlets (SSA Publication Numbers 05-10153, 05-10076, and 05-10077): Saddle-wire stitch in two places across the 

8” dimension and trim three sides to 5-1/4 x 8”. Each product must contain complete 4-page signatures after trimming. 

Single leaves connected with a lip (i.e., binding stub) to left or right side of stitches will not be allowed. 

Leaflets (SSA Publication Number 05-10018): Fold from a flat size of 10-1/2 x 8” to 3-1/2 x 8”; title out, with two 

folds. Follow furnished folding sample. 

Leaflets (SSA Publication Numbers 05-10072, and 05-10958): Fold from a flat size of 14 x 8” to 3-1/2 x 8”; title out, 

with three folds. Follow furnished folding sample. 

Leaflets (SSA Publication Numbers 16-002, 05-10069, and 70-10281): Fold from a flat size of 17-1/2 x 8” to 3-1/2 x 8”; 

title out, with four folds. Follow furnished folding sample. 

Leaflet (SSA Publication Number 70-10283): Fold from a flat size of 21 x 8” to 3-1/2 x 8”; title out, with five folds. 

Follow furnished folding sample. 

Fact Sheets (SSA Publication Numbers 05-10007, 05-10045, and 05-10075: Fold from a flat size of 8-1/2 x 11” down 

to 8-1/2 x 5-1/2”with one fold, addressee out. 

Form CMS-2690: Trim four sides to 8-1/2 x 3-1/2". 
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Form SSA-3105: Perforate on the fold 7" from left edge (panel 3). Perforation to run along the entire 8” dimension. Fold 

from a flat size of 10-1/2 x 8" down to 3-1/2 x 8" with two parallel wraparound folds, title out. 

Form SSA-L4360-SP: Fold from a flat size of 8-1/2 x 11" down to 8-1/2 x 5-1/2" title out. 

Form SSA-4111; Form SSA-3885: Fold from a flat size of 8-1/2 x 11" down to 8-1/2 x 5-1/2" title out. 

Form SSA-150: Drill two 9/32" round holes centered on left side, 2-3/4" center-to-center; center of holes to be 3/8" from 

edge of paper. Fold from a flat size of 8-1/2 x 11" down to 8-1/2 x 5-1/2" title out 

Form SSA-561-U2: 2-part chemical transfer stub-less bound set held together at the top (8-1/2") edge by adhesive 

providing sufficient strength to guarantee parts will remain together under normal handling and storage, but permit ready 

separation of parts without damage to the parts. Fold from a flat size of 8-1/2 x 11" down to 8-1/2 x 5-1/2" title out. 

Form SSA-1560-U4: 8-1/2 x 11-5/8" (includes 5/8" binding stub). NCR paper - Four (4) part carbon-interleave snapout set, with top stub along 8-1/2" dimension. Registrations: All parts NCR. Perforation: Perforate top stub along the 

entire 8-1/2" dimension for disassembly of paper parts. 

Punching: Two (2) round holes in Parts 1 and 4 only. Holes are to be 1/4" in diameter, centered on the left margin, 2-

3/4" center-to-center. Margins for all Parts: FACE: Top –1/4" to top of first line of print, Left – 5/8" and BACK: Top – 

1/4" to first line of print, Right – 5/8". Bi-fold form in outgoing envelope. 

Form SF-180, Form SSA-1588 and Forms SSA-4588-OP1 through OP6: Fold from a flat size of 17 x 11" to 8-1/2 x 11" 

then to 8-1/2 x 5-1/2" title out. 

Form SSA-21 and Form SSA-1724: Drill two 9/32" round holes centered on left side, 2-3/4" center to center; center of 

holes to be 3/8" from the left edge of paper. Fold from a flat size of 17 x 11” to 8-1/2 x 11" then down to 8-1/2 x 5-1/2" 

title out. 

Form SSA-1372-BK: 8-page paste on fold booklet. Paste on fold across the 11” dimension, trim three sides to 8-1/2 x 

11”. Perforate all pages 1/4" from left edge along the entire 11" dimension. Drill two 9/32" round holes centered on 

left side, 2-3/4" center-to-center; center of holes to be 3/8" from edge. Bi-fold form for use in outgoing envelope. 

PACKING: 

Gather the appropriate number of leaves per notice, fold and insert into mail-out envelope with recipient’s name and 

address on first page facing out for visibility through window envelope. It is the contractor’s responsibility to assure that 

only the computer-generated address and IMB on the notice will be visible through the window in the envelope and that 

only one notice is inserted into each envelope. When required, pamphlet(s), leaflet(s), form(s), and/or return envelope(s) 

should be inserted behind the notice (when viewed from the window side of the envelope). 

 Bilingual Spanish/English notices - Recipient’s name and address on the Spanish notice should be visible 

through the window envelope. (Note: the bilingual Spanish/English notices must be nested together.). 

 Third Party Notices (Aurora files Mailers 9-17) - First page of a third party notice prints as an address to one 

of the following: Administrative Law Judge (ALJ), attorney, NOE Copy or a Representative for the 

beneficiary (Rep Payee). Subsequent pages in third party notices print as a duplicate notice, addressed to a 

SSA beneficiary. (The original notice to the SSA beneficiary is also part of Aurora, but will be printed 

separately.) Notice showing Third party’s name and address should be visible through the window 

envelope. The SSA beneficiary’s notice should be inserted behind the third party notice (when viewed from 

the window side of the envelope). 

SPECIAL MAILING REQUIREMENTS: There are multiple workloads under this contract. Earnings MOD consists 

of various weight pieces. MES consists of identical mail pieces that may be prepared under Permit Imprint G-11 if the 

daily workload consists of at least 200 identical mail pieces or 50 pounds. This workload will be prepared as 

Automation rate First-class mail. Aurora has various weight pieces with multiple inserts and a USPS-approved Manifest 

Mail system may be used

On each GPO print order invoice, the contractor must complete the following four steps to determine if the requirement 

has been met or if the invoice needs to be adjusted: 
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Step 1: Quantity of pieces mailed (for each weight class) multiplied by the current corresponding USPS 

MIXED AADC rate to arrive at a “Postage to be Paid”. 

Step 2: Add the “Postage to be Paid” together with the actual postage cost for “All other Mail” to arrive at a 

“Total Postage to be Paid” for that print order. 

Step 3: Subtract the “Total Actual Postage Paid” from the “Total Postage to be Paid” for the entire print order to 

arrive at the “Difference”. If the “Total Actual Postage Paid” is equal to or less than the “Total Postage 

to be Paid” the GPO invoice will not be adjusted. If the “Total Actual Postage Paid” is greater than the 

“Total Postage to be Paid” the contractor shall deduct the “Difference” from the GPO invoice. 

Step 4: The contractor must attach all corresponding USPS and GPO mail documentation supporting this 

information with the GPO Invoice with copies forwarded to: SSA, Paul Campbell, 1361 Annex 

Building, 6401 Security Boulevard, Baltimore, MD 21235-6401. 

Note: The Government will furnish an Official Government Postage Meter for volumes of notices that do not meet 

USPS minimum requirements for permit imprint. Postage meter replenishments are done by the contractor and the funds 

come from a Government account. 

On the first workday of each month, the contractor must load a minimum of $5.00 per month on all postage meters used 

in this contract. This action generates a monthly report from the meter company that will allow the Agency to accurately 

account for postage meter expenditures. NOTE: This is in addition to any other loading of postage. 

DOMESTIC FIRST-CLASS LETTER-SIZE MAIL: The contractor is required to prepare domestic First-Class lettersize mail in accordance with appropriate USPS rules and regulations, including the USPS Domestic Mail Manual and 

Postal Bulletins, in effect at the time of the mailing. 

The Contractor is required to prepare Domestic First-Class letter-size mail pieces and obtain the maximum postage 

discount allowed by USPS in accordance with the appropriate USPS rules and regulations, including USPS Domestic 

Mail Manual, and Postal Bulletins on Automation-Compatible First-Class Domestic Mail Automated and Non-automated 

mail discount structure in effect at the time of the mailing; a) Automation (5-digit); (b) Automation (3-digit);(c) 

Automation (AADC); (d) Automation (Mixed AADC); (e) Non-automation (Presorted); and (f) Non-automation (Single 

Piece). 

Contractor will be required to presort all mail in this contract and achieve USPS automated postal rates. To achieve 

the maximum automation compatible postal discount, the contractor is required to either presort the notices prior to 

printing or sort the mail after the notices are inserted. The contractor may use a Presort subcontractor for the mailing 

portion of the contract. SSA has the right to inspect the subcontractor for the security of the mailing operation and 

compliance with the contract. ALL PIECES WITHOUT BARCODES MUST BE SEPARATED and mailed as a 

non-automation rate single piece mailing. The contractor must disclose how they will achieve maximum postage 

discounts as required in the contract. 

NOTE: Mail addressed to United States territories and possessions (e.g., American Samoa, Federated States of 

Micronesia, Guam, Marshall Islands, Northern Mariana Islands, Palau, Puerto Rico, Virgin Islands, Wake Island, and 

Military Overseas Addresses (APO/FPO mail) is Domestic Mail, not International Mail and should be included in the 

discount sorting. 

The contractor must use SSA’s “First-Class Mail Postage and Fees” permit imprint mailing indicia printed on each mail 

piece. Each mail piece sent under this payment method must bear a permit imprint indicia showing that postage is paid. 

Permit imprint indicia may be printed directly on mail pieces. Permit imprint mailings must contain at least 200 identical 

pieces or 50 pounds. The contractor is cautioned to use the permit imprint only for mailing material produced under this 

contract. 

If there is insufficient volume to use Permit Imprint, the mail must be metered and any permit imprint must be 

covered/concealed by a meter strip. All meter supplies will be borne by the contractor. 
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The contractor is strongly encouraged to use manifest mail when postal regulations allow. To manifest mail the 

contractor must have a Manifest Mailing System (MMS) for First-Class Mail, which has been approved by USPS to 

document postage charges for this mailing. Each mail piece must be identified with a unique identification number or 

with a key line containing a unique identification number and rate information about the piece. Requirements for the 

MMS are contained in Publication 401 “USPS Guide to the Manifest Mailing System” in effect at the time of the 

mailing. A copy of the USPS approval for the MMS must be presented at the post-award conference. 

NOTE: Contractor will be required to produce and use a USPS IMB Full Service option and achieve the postage 

discounts available with this option. The contractor will be required to comply with USPS requirements and place the 

IMB on all notices/mail pieces of this workload. 

The contractor is required to be capable of achieving the postage discounts available with the Full-Service option of the 

IMB program. The full service option requires the contractor to use Postal One. 

NOTE: The contractor is responsible for producing and providing all reporting data required for acceptance and 

processing of full service mail required by USPS for the IMB. IMB, delivery address placement, and envelopes used for 

the mailing are among the items must comply with USPS requirements for automation-compatible mail in effect at the 

time of the mailing.

In addition, USPS has instituted a verification procedure called a “tap” test. This test is used to screen all mailings with 

barcoded inserts for proper barcode spacing within the envelope window. When the insert showing through the window 

is moved to any of its limits inside the envelope, the entire barcode must remain within the barcode clear zone. In 

addition, a clear space must be maintained that is at least 0.125” between the left and right edges of the window, and at 

least 0.028” clearance between the IMB and the top and bottom edges of the window. 

All letters in a mailing must pass the “tap” test in order to obtain the maximum postal discounts for the ordering agency. 

The contractor will be responsible for payment of any additional postage resulting from a loss of postage discounts due 

to failure to pass the “tap” test because of inaccuracy or failure to conform to USPS specifications. 

Contractor should be aware that USPS uses the Mail Evaluation Readability Look-up Instrument (MERLIN) to evaluate 

barcodes. If MERLIN is in effect in the contractor’s geographic area, the contractor must ensure that all barcoded mail 

meets the new barcode standards. The contractor will be responsible for payment of any additional postage resulting 

from a loss of such discounts due to failure of the contractor-generated barcodes to pass the MERLIN test because of 

inaccuracy or failure to conform to USPS specifications.

NATIONAL CHANGE OF ADDRESS (NCOA) AND CODING ACCURACY SUPPORT SYSTEM (CASS): 

Earnings MOD, MES, and Aurora notices will be National Change of Address (NCOA) and Coding Accuracy Support 

System (CASS) certified by SSA and the appropriate documentation will be provided at the post-award meeting. 

Updated NCOA and CASS certificates will be provided to the contractor throughout the duration of the contract as 

required by the USPS Domestic Mail Manual. 

Should the contractor be required to use the latest move update software approved by USPS that uses “INDIVIDUAL” 

match logic, the matches must be made on the addressee’s first name, middle initial and last name. Matching on 

“ENTIRE FAMILY” moves is unacceptable. Contractor must provide any documentation of the move update software 

process required by USPS. The contractor must ensure that no portion of the mailing envelope window protrudes into 

the barcode clear zone as specified in DMM 202.5.0 and the update software license agreement. NOTE: The move 

update software version, which changes the addresses prior to printing, is not acceptable. ALTERNATE: If the 

contractor cannot process the mail through a MLOCR with the latest move update software approved by USPS at time of 

mailings and still meet SSA’s deadlines, then the “ADDRESS SERVICE REQUESTED” endorsement must appear on 

the envelopes in one of the locations approved by USPS. 

USPS CERTIFIED MAIL: 

The domestic mail pieces included in these mailings may be required to be mailed using USPS Certified Mail. 

The contractor will prepare these mail pieces according to USPS regulations contained in the Domestic Mail Manual 

(DMM) under Section 503.3.0, Certified Mail. 
Earnings MOD, MES and AURORA Notices Page 46 of 59 

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Notices associated with the certified mail file shall be inserted into envelopes and processed as certified mail. 

The contractor must place the current Postal Service Form 3800 (20 digit certified number and barcode) on the envelope. 

USPS INTERNATIONAL REGISTERED MAIL: 

The mail pieces included in these mailings may be required to be mailed using USPS International Registered Mail. 

The contractor will prepare these mail pieces according to USPS regulations contained in the International Mail Manual 

(IMM) under Section 330, Registered Mail. 

Notices associated with the registered mail file shall be inserted into envelopes and processed as international registered 

mail. The contractor must place the current Postal Service Form 3806 (Receipt for Registered Mail) and PS Label 200 

(13 digit registered number and barcode) on the envelope. 

INTERNATIONAL MAIL: 

All items mailed must conform to the appropriate USPS International Mail Manual (IMM), Postal Bulletin, and other 

USPS rules and regulations in effect at the time of mailing. 

Permit imprint (G-11 mailing indicia) may be used for International Mail providing the mailing consist of at least 200 

identical pieces. Permit imprint may not be used if less than 200 identical pieces. Instead, the mail must be metered and 

any permit imprint must be covered/concealed by a meter strip. All meter supplies must be borne by the contractor 

If the mailing meets the qualifications for International Priority Airmail (IPA), it should be processed through IPA in 

accordance with postal rules and regulations in effect at the time of mailing. 

Contractor must prepare mail pieces in accordance with the shape-based requirements of First–Class Mail International 

service listed in the USPS International Mail Manual (IMM) and the additional requirements for IPA as specified in the 

most recent IMM. The contractor is required to sort the mail to achieve the maximum postage discounts available with 

the IPA program. To maximize postage savings, the contractor shall sort to the IPA Rate Group 1 through 15. Due to 

heightened security, many foreign postal administrations require complete sender and addressee information in roman 

letters and Arabic numerals on postal items. 

The complete address of the sender, including ZIP Code and country of origin, should be shown in the upper left corner 

of the address side of the envelope, package, or card. International Mail return addresses must show as the last line of the 

address “UNITED STATES OF AMERICA” or “USA”, all in capital letters. 

All International Mail must be endorsed “AIRMAIL/PAR AVION” as described in the “USPS IMM”. (The contractor 

may use a rubber stamp to meet these requirements.) International Mail cannot contain a presort endorsement. 

NOTE: The contractor is cautioned that files listed will contain mail addressed to United States territories and 

possessions (American Samoa, Federated States of Micronesia, Guam, Marshall Islands, Northern Mariana Islands, 

Palau, Puerto Rico, Virgin Islands, Wake Island, and Military Overseas Addresses (APO/FPO mail). This mail is 

Domestic Mail, NOT International Mail and should be included in the discount sorting above. 

MAILING DOCUMENTATION: 

The contractor shall provide SSA with complete copies of all documents, including GPO's Form 712 (Certificate of 

Conformance), used by USPS to verify and accept the mail (e.g., computer records of presort ZIP+4, barcode 

breakdown, press runs, etc.). The contractor shall place the number that is on top of the GPO Form 712 (the number that 

starts with "A") in the space provided on the USPS mailing statements. If no space is provided on the mailing statement, 

place the number in the upper right margin of the mailing statement. 

NOTE: The contractor will use Federal Agency Cost Code 276-00049 on all mailing documents.

The contractor shall provide the Form 712 copies via Email within 72 hours of being provided to USPS to: 

Paul.Campbell@ssa.gov. All copies must be legible and include both obverse and reverse side and should be addressed 

to Paul Campbell, 1361 Annex Building, 6401 Security Boulevard, Baltimore, MD 21235-640 
Earnings MOD, MES and AURORA Notices Page 47 of 59 

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The contractor is to supply a daily report for each mailing showing the number of notices printed, folded, inserted, and 

delivered to the post office. These reports are to begin on the day of printing and continue daily until the end of the term 

of the contract. Report is to be e-mailed to Paul.Campbell@ssa.gov. 

The contractor will be required to forward photocopies of all Application for Voucher Refund of Postage and Fees Postal 

form 3533 (to USPS for credit), Postage Meter Activity Report forms and all postage meter replenishment receipts (from 

the meter vendor) to SSA, Attn: Karen Hetherington, 1313 Annex Building, 6401 Security Boulevard, Baltimore, MD 

21235-6401 

Furnished material, proofs, and USPS validated copies of postal documentation must be delivered (via overnight carrier) 

to the SSA Division of Printing Management at the address stated under "SCHEDULE". 

Upon termination of this contract, the contractor must return all Governments furnished materials (Manuscript copy, 

camera copy, PDF file or electronic media) for each envelope, pamphlet, leaflet, fact sheet and form to: SSA, Paul 

Campbell, OPAMS, 1361 Annex Building, 6401 Security Boulevard, Baltimore, MD 21235-6401. 

All expenses incidental to returning this material, submitting proofs, and furnishing samples copies must be borne by the 

contractor.

MAILING / SHIPPING DOCUMENTATION: 

Contractor must forward one copy of billing payment voucher form 1034 for each print order showing amount of billing 

invoice must be sent within 10 days of mailing date to: SSA, ATTN: Paul Campbell, 1361 Annex Building, 6401 

Security Boulevard, Baltimore, MD 21235-6401. The original voucher will be sent to the Comptroller FMCE, U.S. 

Government Printing Office. 

PAYMENTS ON PRINT ORDERS: billing invoices must be submitted by Fax or mail to the U.S. GPO for the 

processing of vouchers for payment. Billing and payment instructions can be accessed on our website by the following 

hyperlinks: 

http://www.gpo.gov/vendors/billing.htm and http://www.gpo.gov/vendors/payment.htm

FAX the completed invoice to GPO utilizing the payment processing cover sheet. Access the following hyperlink 

for preparation instructions: http://winapps.access.gpo.gov/fms/vouchers/barcode/instructions.html

Facsimile transmission should only be used when no samples are required with your invoice, otherwise payment will be 

held up while the invoice is returned to you for the required sample(s). 

If mailed, all voucher packages and envelopes MUST be mailed to: COMPTROLLER-FMCE, Office of Financial 

Management, U.S. Government Printing Office, Washington, DC 20401 

NOTE: Do not mail your invoice to any other GPO Procurement Office as this will delay payment. 

SCHEDULE: Adherence to this schedule must be maintained. Contractor must not start production of any job prior 

to receipt of the daily electronic task order. 

In the event that it becomes necessary for the contractor to deviate from the specified mail out date or the quantity to 

be mailed, SSA must be notified immediately. 

Furnished material and proofs must be picked up from and delivered to: SSA, Paul Campbell, OPAMS, 1361 Annex 

Building, 6401 Security Boulevard, Baltimore, MD 21235-6401. 

Manuscript copy, camera copy, PDF file or electronic media for envelopes, pamphlets, leaflets, fact sheets, and 

forms will be provided at the post-award meeting or immediately following post award. 

The first task order for actual production will be issued in May 2016 

For each option year exercised, the amount of time in the schedule will remain the same. 
Earnings MOD, MES and AURORA Notices Page 48 of 59 

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PROOF SCHEDULE: 

Proofs will be required for the initial order and any time a copy change may be required during the term of the contract. 

Proofing for Initial Start-Up: The contractor will submit proofs for all envelopes, publications (pamphlets/ leaflets/ 

fact sheets), and forms under this contract within ten (10) workdays after receipt of furnished materials. Furnished 

materials (if manuscript or camera is provided) must be returned with proofs. 

The Government will approve, conditionally approve, or disapprove these proofs within five (5) workdays of the receipt 

thereof. The Contractor must submit revised proofs, if necessary, due to author’s alterations (AA’s), within five (5) workdays

after receipt of furnished material. No additional time will be permitted due to contractor’s errors (PE’s). Revised proofs will 

be available for pickup within three (3) workdays. The first workday after receipt of proofs at SSA is day one (1) of the 

hold time. 

Proofing (other than initial start-up): The contractor must submit proofs for all envelopes, publications (pamphlets/ 

leaflets/ fact sheets), and forms under this contract within five (5) workdays after receipt of furnished material. 

Furnished materials (if manuscript or camera is provided) must be returned with proofs. 

The Government will approve, conditionally approve or disapprove these proofs within five (5) workdays of the receipt 

thereof. The Contractor must submit revised proofs, if necessary due to Authors Alterations (AA’s), within 

five (5) workdays after receipt of furnished materials. No additional time will be permitted due to Printer’s Errors 

(PE’s). Revised proofs will be available for pickup within three (3) workdays. The first workday after receipt of proofs 

at SSA is day one (1) of the hold time. 

TEST SCHEDULES: 

Prior to receiving transmission of live production data files, the contractor will be required to perform the following 

tests: (The Transmission Test will begin after the Government is notified of the availability of the system.) 

1.) Transmission Test: The contractor will be required to receive 204,000 notices (consisting of multiple pages) within 

one (1) workday. The contractor will be required to perform a Record Count Verification within one (1) workday after 

the complete transmission of the test file. The contractor will be required to copy the files to their own system and 

provide the exact file counts received (broken down by dataset name) via email to Paul.Campbell@ssa.gov before 

proceeding with any other processing. SSA will immediately verify the counts match and notify the contractor. When 

the Record Count Verification has been successfully completed, the contractor will be required to provide SSA 10 test 

samples from each file transmitted, within two (2) workdays. 

2) Pre-Production Validation Test: Within five (5) workdays after Government approval of test samples and prior to 

the Pre-Production Press and Mail Run test, the contractor is required to perform a Pre-Production Validation Test. The 

contractor must furnish SSA a total of 425 printed samples of the notices (25 sample notices from each of the 17 mailers) 

from the test files furnished shortly after the post-award conference. The Government will approve, conditionally 

approve or disapprove the samples from the Pre-Production Validation Test within five (5) workdays of receipt thereof. 

3) Pre-Production Press and Mail Run Test: The Contractor will be required to perform a 12-hour press and mail run 

test on their equipment and using their personnel, within five (5) workdays after Government approval of validation test 

samples and after the contractor receives the materials necessary to perform the test. The contractor will be required to 

print and prepare for mailing 34,949 notices. The mailers will be produced in accordance with all contract specifications 

and USPS regulations. 

4) Programming a New Notice or Notice Change/Signature Validation Test/New and Existing Notice Files 

Validation Test: When required, the Government will furnish and transmit test files to be used when performing a 

Systems Change Validation Test. This test is required whenever SSA initiates a systems/programming change. When 

required, the contractor will furnish up to 100 printed samples (no envelopes or enclosures). The Government will 

approve, conditionally approve or disapprove the samples within seven (7) workdays of receipt thereof. 

NOTE: Contractor must notify GPO of the date and time the Pre-Production Press And Mail-Run Test will be 

performed. In order for proper arrangements to be made, notification must be given at least three (3) workdays 

prior to all tests. 
Earnings MOD, MES and AURORA Notices Page 49 of 59 

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The contractor will be required to have all material necessary to perform these tests. Government representatives will 

witness all phases of the Preproduction Press and Mail Run Test. The contractor must produce a sufficient amount of 

notices that will prove to the Government representatives the contractor can satisfactorily complete the requirements of 

this contract during live production. 

NOTE: Failure of the contractor to perform any of the above tests satisfactorily may be cause for default. The 

Government reserves the right to waive the requirements of these tests. The contractor will be notified at the 

Post-award Conference if any test(s) will be waived. 

PRODUCTION SCHEDULE: 

Adherence to this schedule must be maintained. Contractor must not start production of any job prior to receipt of the 

daily electronic task order and verification of counts from same. NOTE: Contractor must not proceed with processing a 

transmission until counts are verified against the task order. If a discrepancy is found, the contractor must call SSA’s 

Scheduling Helpline immediately at 866-718-6410.

If the contractor does not receive an electronic task order they must immediately notify SSA by Email at 

Paul.Campbell@ssa.gov and Tina Johnson at Tina.Johnson@ssa.gov or they may call Paul Campbell’s Video Relay 

Phone at 410-670-4588 

Workday – The term “workday” is defined as Monday through Friday* each week, excluding of the days on which 

Federal Government holidays are observed. Also excluded are those days on which the GPO is not open for the 

transaction of business, such days of national mourning, hazardous weather, etc. Federal Government Holidays are as 

follows: New Year’s Day, Martin Luther King’s Birthday, President’s Day, Memorial Day, Independence Day, Labor 

Day, Columbus Day, Veterans Day, Thanksgiving Day, and Christmas Day. 

*NOTE: The contractor’s FTMS software must be operational for the receipt of data files 24 hours a day, seven (7) days 

a week, unless otherwise specified by the Government. (See “FILE TRANSFER MANAGEMENT SYSTEM (FTMS) 

REQUIREMENTS” for additional information). 

Live production files can be transmitted on a daily basis Monday through Saturday, except for Federal holidays in 

which case the data will be transmitted on the next day (i.e., when a Federal holiday falls on a Friday, production 

files will be transmitted on Saturday). 

NOTE: Contractor must not proceed with processing a transmission until counts are verified against the task 

order. If a discrepancy is found the contractor must call SSA’s Helpline immediately at 410-966-5469. 

DELIVERY SCHEDULE: 

Mailer 1 (SEADJUST), Mailer 4 (ICOR), Mailer 5 (IRES), Mailer 7 (PUPS), and Mailers 9-17 (Aurora) Notices: 

Complete production and mailing must be made on this notice within 2 workdays after receipt of each complete 

transmission; e.g., transmissions received on Monday must be mailed by close of business Wednesday, transmissions 

received on Saturday, must be mailed by close of business Tuesday. 

Mailer 2 (RECON), Mailer 3 (RESUB PAPER), Mailer 6 (RESUB ELECTRONIC), and Mailer 8 (MES) Notices: 

Complete production and mailing must be made on these notices within 5 workdays after receipt of each complete 

transmission; e.g., transmissions received on Monday must be mailed by the close of business the following Monday, 

transmissions received on Saturday must be mailed by the close of business Friday. 

SPECIAL MAILING INSTRUCTIONS NOTE: 

Earnings MOD and MES Notices (Mailers 1-8): All mailers must be released into the mail stream regardless of any 

addressing problems. 

Aurora Notices (Mailers 9-17): The contractor is required to notify SSA if an addressing problem (no address or 

incomplete address information) is found. Due to notice content, the problem notice must be faxed the same day it is 

detected. SSA will provide the contractor with the necessary action to be taken (i.e. destroy or mail). 
Earnings MOD, MES and AURORA Notices Page 50 of 59 

171-S (01/17) 

DAILY MAILERS EXCEEDING ESTIMATED QUANTITIES: 

The total number of mailers has been estimated for each frequency requirement (Daily, Weekly, Monthly, and 

Quarterly). If the total for each frequency exceeds 25%, the Contractor will receive a “Premium Payment” as offered in 

the ”Schedule of Prices”. No additional time will be allowed in the performance of this additional quantity. 

 

NOTICE / PAMPHLET / LEAFLET / FACT SHEET / FORM SAMPLE QUANTITY REQUIREMENTS: 

 Deliver f.o.b. destination with the first order and whenever SSA makes a significant change to the language, 

format, or appearance of a notice, 30 complete production samples of each type of notice, inserted into mail-out 

envelopes but NOT sealed. Samples shall be printed and constructed in accordance with these specifications. 

Deliver samples to SSA, Paul Campbell, OPAMS, 1361 Annex Building, 6401 Security Boulevard, Baltimore, 

MD 21235-6401. 

 Deliver f.o.b. destination with the initial order and subsequent orders, five (5) production samples of each 

pamphlet, leaflet, fact sheet, and form to SSA, Paul Campbell, OPAMS, 1361 Annex Building, 6401 Security 

Boulevard, Baltimore, MD 21235-6401. 

 Deliver f.o.b. destination with the initial order and subsequent orders, five (5) production samples of each 

envelope to Kevin Jennings, Division of Mail and Postage Policy, 1309 Annex Building, 6401 Security 

Boulevard, Baltimore, MD 21235-6401 and 5 production samples to SSA, Paul Campbell, OPAMS, 1361 

Annex Building, 6401 Security Boulevard, Baltimore, MD 21235-6401. 

PRODUCTION AND PRESS SHEET INSPECTIONS: 

The contractor must notify the U.S. GPO of the date and time the Production OR Press Sheet Inspection can be 

performed. In order for proper arrangements to be made, notification must be given at least 72 hours prior to the 

inspection for orders placed on the regular schedule, and 24 hours prior to the inspection for orders placed on the 

accelerated schedule.. 

Notify the U.S. Government Printing Office, Quality Control for Procured Printing, Washington, DC 20401 at 

(202) 512-0542. Telephone calls will only be accepted between the hours of 8:00 a.m. and 2:00 p.m., prevailing Eastern 

Time, Monday through Friday. 

NOTE: See contract clauses, paragraph 14(e) (1), Inspections and Tests in GPO Contract Terms (GPO Publication 

310.2, effective December 1, 1987 (Rev. 6-01)). When supplies are not ready at the time specified by the contractor for 

inspection, the Contracting Officer may charge to the contractor the additional cost of the inspection. 

NOTE: If the backup facility is used for the production of these notices, the Government will require a press sheet 

inspection. Prior to production, notification must be given at least 72 hours in advance of production start-up. 

Unscheduled material such as shipping documents, receipts or instructions, delivery lists, and labels will be furnished 

with the order or shortly thereafter. In the event such information is not received in due time, the contractor will not be 

relieved of any responsibility in meeting the shipping schedule because of failure to request such information. 

For compliance reporting purposes, contractors are to report information regarding each order with date of shipment or 

delivery, as applicable, in accordance with the contract requirements by contacting the Shared Support Services 

Compliance Section via email at compliance@gpo.gov, via telephone at (202) 512-0520, or via facsimile at 

(202) 512-1364. Personnel receiving the email, call, or facsimile will be unable to respond to questions of a technical 

nature or to transfer any inquiries. 
Earnings MOD, MES and AURORA Notices Page 51 of 59 

171-S (01/17) 

SECTION 3 - DETERMINATION OF AWARD 

The Government will determine the lowest bid by applying the prices offered in the “Schedule of Prices” to the 

following units of production which are the estimated requirements to produce the first year’s production under this 

contract. These units do not constitute, nor are they to be construed as, a guarantee of the volume of work which may be 

ordered under this contract for a like period of time. 

PREMIUM PAYMENTS: Premium payments will be authorized when the number of mailers within one single 

transmission exceeds the maximum estimated total daily mailers by up to a maximum of 25%, for all mailers combined 

(Earnings MOD, MES, and AURORA). 

Contractor will be authorized to apply the percentage increase, offered in the "Schedule of Prices" (Item VII) to the 

price(s) offered for Item II. "PRINTING/IMAGING and BINDING": line item (b), and Item IV. "INSERTING and 

MAILING" lines (a) through (e). 

Failure of the contractor to deliver work at the time specified will result in disallowance of premium payments that were 

anticipated and the contractor will not list such items on their voucher. 

The following item designations correspond to those listed in the “Schedule of Prices”. 

I. (a) 41 

(b) 216 

(c) 20 

(d) 10 

(e) 10 

II. (a) 256 

(b) 107,874 

(c) 7,530 

 (d) 24,640 

 (e) 5,720 

(f) 322 

(g) 2,446 

(h) 4,448 

(i) 56,088 

(j) 158 

(k) 124 

(l) 248 

(m) 2 

(n) 410 

(o) 270 

(p) 2,148 

(q) 194 

(r) 30 

(s) 400 

(t) 2 

(u) 10 

(v) 12 

(w) 2,610 

(x) 1 
Earnings MOD, MES and AURORA Notices Page 52 of 59 

171-S (01/17) 

III (1) (2) (3) (4) 

(a) XXX 53,936 XXX XXX 

(b) XXX 7,530 XXX XXX 

(c) XXX XXX 24,640 XXX 

(d) XXX 2,446 XXX XXX 

(e) XXX 6,042 XXX XXX 

(f) 30,268 568 124 248 

(g) 270 XXX XXX XXX 

(h) XXX 4,988 XXX XXX 

(i) XXX 2 XXX XXX 

(j) XXX 10 XXX XXX 

(k) XXX 20 XXX XXX 

(l) XXX 10 XXX XXX 

IV. (a) 5,474 

(b) 560 

(c) 1,484 

(d) 14 

(e) 24,640 

V. (a) 1 

(b) 1 

(c) 1 

VI. (a) 7 

VIII. (a) 34 
Earnings MOD, MES and AURORA Notices Page 53 of 59 

171-S (01/17) 

SECTION 4 - SCHEDULE OF PRICES 

Bids offered are f.o.b. destination to Baltimore, Maryland and f.o.b. contractor's city for all mailing. 

Bidder must make an entry in each of the spaces provided. Bids submitted with any obliteration, revision, or alteration 

of the order and manner of submitting bids may be declared nonresponsive. 

An entry of NC (No Charge) shall be entered if bidder intends to furnish individual items at no charge to the 

Government. 

Bids submitted with NB (No Bid) or blank spaces for an item may be declared nonresponsive. 

The Contracting Officer reserves the right to reject any offer that contains prices for individual items of production 

(whether or not such items are included in the Determination of Award) that are inconsistent or unrealistic in regard to 

other prices in the same offer or to GPO prices for the same operation if such action would be in the best interest of the 

Government. 

Saddle-stitched booklets: A charge will be allowed for each page whether printed or blank. 

Fractional parts of per 100 will be prorated at the per 100 rate. Cost of all required paper must be charged under Item III. 

"PAPER". 

I. COMPOSITION: Before entering prices for composition, each bidder is cautioned to refer to all applicable 

paragraphs under "SECTION 2.- SPECIFICATIONS", pertaining to "COMPOSITION" and "PROOFS". The bidder 

shall take into consideration all factors commonly charged under trade practices. The prices offered must be allinclusive, and must include the cost of all materials, operations, and proofs in accordance with the terms of these 

specifications. Claims for additional allowances under "commonly accepted trade practices" will not be considered. 

NOTE: A charge will be allowed for each 8-1/2 x 11” page (or up to 93.5 sq. in with any fractional remainder being 

counted as a whole unit) 

(a) Envelopes ............................................................. per envelope ........................................... $ ___________ 

(b) Pamphlets, Leaflets, Fact Sheets, Forms ............. per 8-1/2 x 11” page ............................... $ ___________ 

(c) Digital Content Proofs 

 (Revised for AA’s only) ...................................... per 8-1/2 x 11” page ............................... $ ___________ 

(d) Adobe Acrobat PDF soft proof 

(At the Government’s option) ................................................... per file ............................... $ ___________ 

(e) Digital one-piece composite 

 laminated half-tone proofs 

 (At the Government’s option) .............................. per 8-1/2 x 11” page ............................... $ ___________ 

II. PRINTING/IMAGING, BINDING AND CONSTRUCTION: Prices offered shall be all-inclusive for printing 

and binding as required, and shall include the cost of all required materials (except paper) and operations necessary 

for the complete production of the product listed in accordance with these specifications. Cost of all required paper 

must be charged under Item III. "PAPER". 

(a) *Daily make-ready / setup charge ............................................................. .............................. $ _________ 

*Contractor will be allowed only one (1) makeready/setup charge per day. This combined charge shall include all 

materials and operations necessary to makeready and/or setup the contractor's equipment for the 22 mailers run each 

day (Earnings MOD, MES, and AURORA). Invoices submitted with more than one makeready/setup charge per 

day will be disallowed. 

 ____________ 

(Initials) 
Earnings MOD, MES and AURORA Notices Page 54 of 59 

171-S (01/17) 

(b) Notices (printing/imaging per page) ........................... per 100 pages ................................... $ ___________ 

(c) Mail-out envelope 4-1/8 x 9-1/2" ........................ per 100 envelopes ................................... $ ___________ 

(d) Mail-out envelope 6-1/8 x 9-1/2" ........................ per 100 envelopes ................................... $ ___________ 

(e) CRM Return envelope ......................................... per 100 envelopes ................................... $ ___________ 

(f) CMS CRM refund envelope ................................ per 100 envelopes ................................... $ ___________ 

(g) BRM refund envelope .......................................... per 100 envelopes ................................... $ ___________ 

(h) Saddle-stitched pamphlets: 2 versions 

Flat size: 7 x 8”; Folded size: 3-1/2 x 8” 

 05-10095; 05-10137 

Prints in 2 PMS Colors 

 Price offered includes binding ................................... per 100 pages ................................... $ ___________ 

(i) Saddle-stitched pamphlets: 3 versions 

Flat size: 10-1/2 x 8; Finished size: 5-1/4 x 8” 

05-10153; 05-10076; 05-10077 

Prints in 2 PMS Colors 

 Price offered includes binding .................................... per 100 pages ................................... $ ___________ 

(j) Leaflet: 1 version 

Flat size: 10-1/2 x 8”; Folded size: 5-1/4 x 8” 

 05-10018 

 Prints in 2 PMS colors 

 Price offered includes folding ................... per 100 complete leaflets ................................... $ ___________ 

(k) Leaflets: 2 versions 

Flat size: 14 x 8”; Folded size: 3-1/2 x 8”

 05-10072; 05-10958 

 Prints in 2 PMS colors 

 Price offered includes folding ................... per 100 complete leaflets ................................... $ ___________ 

(l) Leaflets: 3 versions 

Flat size: 17-1/2 x 8”; Folded size: 3-1/2 x 8” 

16-002; 05-10069; 70-10281 

Prints in 2 PMS colors 

 Price offered includes folding ................... per 100 complete leaflets ................................... $ ___________ 

(m) Leaflets: 1 version 

Flat size: 21 x 8”; Folded size: 3-1/2 x 8” 

70-10283 

Prints in 2 PMS colors 

Price offered includes folding ................... per 100 complete leaflets ................................... $ ___________ 

(n) Fact Sheets: 3 versions 

Flat size: 8-1/2 x 11”; Folded size: 8-1/2 x 5-1/2” 

 05-10007; 05-10045; 05-10075 

 Prints in 2 PMS colors 

 Price offered includes folding ............. per 100 complete fact sheets ................................... $ ___________ 

 ____________ 

(Initials) 
Earnings MOD, MES and AURORA Notices Page 55 of 59 

171-S (01/17) 

(o) Form CMS-2690 

 Flat size: 8-1/2 x 3-1/2” 

 Prints in black – face and back 

 Price includes trimming 4 sides ...................per 100 complete forms ................................... $ ___________ 

(p) Form SSA-3105 

Flat size: 10-1/2 x 8” Folded size: 3-1/2 x 8” 

 Prints in black – face and back 

 Price includes perfing and folding ...............per 100 complete forms ................................... $ ___________ 

(q) Form SSA-L4360-SP 

 Flat size: 8-1/2 x 11”; Folded size: 8-1/2 x 5-1/2” 

Prints in black – face only 

 Price includes folding ..................................per 100 complete forms ................................... $ ___________ 

(r) Form SSA-3885; Form SSA-4111 

Flat size: 8-1/2 x 11”; Folded size: 8-1/2 x 5-1/2” 

Prints in black – face and back 

 Price includes folding ................................. per 100 complete forms ................................... $ ___________ 

(s) Form SSA-150 

Flat size: 8-1/2 x 11” Folded size: 8-1/2 x 5-1/2” 

 Prints in black – face and back 

 Price includes drilling and folding ..............per 100 complete forms ................................... $ ___________ 

(t) Form SSA-561-U2 

Flat size: 8-1/2 x 11” Folded size: 8-1/2 x 5-1/2” 

Prints in black – face and back 

Price includes binding ...................... per 100 complete snap-out sets ................................... $ ___________ 

(u) Form SSA-1560-U4 

Flat size: 8-1/2 x 11-5/8” (with 5/8” stub) 

 Prints in black and red – face only 

 Price includes binding ...................... per 100 complete snap-out sets ................................... $ ___________ 

(v) Form SF-180; Form SSA-1588; Form SSA-4588-OP1, Form SSA-4588-OP2, 

Form SSA-4588-OP3, Form SSA-4588-OP4, Form SSA-4588-OP5, 

and Form SSA-4588-OP6 

 Flat size: 17 x 11”; Folded size: 8-1/2 x 5-1/2” 

Prints in black – face and back 

 Price includes folding ..................................per 100 complete forms ................................... $ ___________ 

(w) Form SSA-21; Form SSA-1724 

Flat size: 17 x 11” Folded size: 8-1/2 x 5-1/2” 

 Prints in black – face and back 

 Price includes drilling and folding ..............per 100 complete forms ................................... $ ___________ 

(x) Form SSA-1372-BK 

 Flat size: 17 x 11”; Pasted size: 8-1/2 x 11” pages 

 Then re-folded to finished size: 8-1/2 x 5-1/2” 

 8-page paste on fold 

 Prints in black – face and back 

 Price includes paste binding ................... per 100 complete booklets ................................... $ ___________ 

 ____________ 

(Initials) 
Earnings MOD, MES and AURORA Notices Page 56 of 59 

171-S (01/17) 

III. PAPER: Payment for all paper supplied by the contractor under the terms of these specifications, as ordered on the 

individual task order, will be based on the net number of leaves furnished for the product(s) ordered in the applicable 

"Trim Size" group. The cost of any paper required for make-ready or running spoilage must be included in the 

prices offered. 

Computation of the net number of leaves will be based on the following: 

 Notices: 8-1/2 x 11" A charge will be allowed in Format B for each page size leaf 

 Envelopes: 4-1/8 x 9-1/2" One page size leaf in Format B will be allowed for each 

envelope. 

 6-1/8 x 9-1/2" One page size leaf in Format C will be allowed for each 

envelope. 

 3-7/8 x 8-7/8” One page size leaf in Format B will be allowed for each 

envelope. 

 Pamphlets: 3-1/2 x 8" A charge will be allowed in Format A for each page size leaf 

 (based on page size) 5-1/4 x 8” A charge will be allowed in Format A for each page size leaf 

 Leaflets: 10-1/2 x 8" One page size leaf in Format B will be allowed for each leaflet 

 (based on flat size) 14 x 8" One page size leaf in Format C will be allowed for each leaflet. 

 17-1/2 x 8" One page size leaf in Format D will be allowed for each leaflet. 

 21 x 8” One page size leaf in Format D will be allowed for each leaflet. 

 Fact Sheets: 8-1/2 x 11" One page size leaf in Format B will be allowed for each fact sheet. 

Form CMS-2690: 8-1/2 x 3-1/2" One page-size leaf in Format A will be allowed for each form. 

 Form SSA-3105: 10-1/2 x 8” One page-size leaf in Format B will be allowed for each form 

Form SSA-L4360-SP:8-1/2 x 11” One page-size leaf in Format B will be allowed for each form 

 Form SSA-3885: 8-1/2 x 11” One page-size leaf in Format B will be allowed for each form 

 Form SSA-4111: 8-1/2 x 11” One page-size leaf in Format B will be allowed for each form 

 Form SSA-150: 8-1/2 x 11” One page-size leaf in Format B will be allowed for each form 

 Form SSA-561-U2: 8-1/2 x 11” A charge will be allowed in Format B for each page size leaf 

 Form SSA-1560-U4: 8-1/2 x 11-5/8” A charge will be allowed in Format C for each page size leaf 

 Form SF-180: 17 x 11” A charge will be allowed in Format B for each page size leaf 

 Form SF-1588: 17 x 11” A charge will be allowed in Format B for each page size leaf 

 Form SSA-4588 17 x 11” A charge will be allowed in Format B for each page size leaf 

 OP1 thru OP6 

 Form SSA-21: 17 x 11” A charge will be allowed in Format B for each page size leaf 

 Form SSA-1724: 17 x 11” A charge will be allowed in Format B for each page size leaf 

 Form SSA-1372-BK; 17 x 11” A charge will be allowed in Format B for each page size leaf 

 Per 100 Leaves 

 Format A Format B Format C Format D 

 5-1/4 x 8" 8-1/2 x 11" 14 x 8" 21 x 8" 

 (1) (2) (3) (4) 

(a) Notices 

 White Offset Book 50 lb. .............................. N/A $ ________ N/A N/A 

 ____________ 

(Initials) 
Earnings MOD, MES and AURORA Notices Page 57 of 59 

171-S (01/17) 

 Per 100 Leaves 

 Format A Format B Format C Format D 

 5-1/4 x 8" 8-1/2 x 11" 14 x 8" 21 x 8" 

 (1) (2) (3) (4) 

(b) Mail-out Envelope 4-1/8 x 9-1/2" 

 White Wove 24 lb. or 

 White Offset Book 60 lb. .............................. N/A $ ________ N/A N/A 

(c) Mail-out Envelope 6-1/8 x 9-1/2" 

 White Kraft 24 lb. .......................................... N/A N/A $ ________ N/A 

(d) CRM Return Envelope 

 CMS CRM Refund Envelope 

 White Wove 20 lb. ........................................ N/A $ ________ N/A N/A 

(e) BRM Refund Envelope 

 Colored Wove 20 lb. ..................................... N/A $ ________ N/A N/A 

(f) All Pamphlets, Leaflets and Fact sheets 

White Offset Book 60 lb. ............................... $ ________ $ ________ $ ________ $ ________ 

(g) Form CMS-2690: 

 Yellow Index 90 lb. ....................................... $ ________ N/A N/A N/A 

(h) Form SSA-3105; Form SSA-L4360-SP; 

 Form SSA-3885; Form SSA-4111; Form SSA-150; 

 Form SF-180; Form SF-1588; Form SSA-4588 (OP1 thru OP6); 

 Form SSA-21; Form SSA-1724; and Form SSA-1372-BK 

 White Writing 20 lb. or 

 White Offset Book 50 lb. ............................... N/A $ _________ N/A N/A 

(i) Form SSA-561-U2 (Parts 1 & 2): 

 White Chemical Transfer 

 CB, CF 13-15 lbs. .......................................... N/A $ _________ N/A N/A 

(j) Form SSA-1560-U4 (Part 1): 

Chemical Transfer Bond 

White NCR CB 15 lbs. .................................. N/A N/A $ ________ N/A 

(k) Form SSA-1560-U4 (Parts 2 and 3): 

 Chemical Transfer Bond 

 White NCR CFB 17 lbs. ................................ N/A N/A $ ________ N/A 

(l) Form SSA-1560-U4 (Part 4): 

Chemical Transfer Bond 

White NCR CF 15 lbs. ................................... N/A N/A $ ________ N/A 

IV. INSERTING AND MAILING: Prices offered must include the cost of all required materials and operations 

necessary for the mailing of the notice including cost of collating notice (single or multiple leaves) in proper 

sequence and folding to required size in accordance with these specifications, insertion of notice(s), and 

appropriate inserts as required (i.e., form(s), pamphlet(s), leaflet(s) and refund/return envelope(s)), into mail-out 

envelope and mailing in accordance with these specifications. 

 ____________ 

(Initials) 
Earnings MOD, MES and AURORA Notices Page 58 of 59 

171-S (01/17) 

Earnings MOD: Mailers 1 through 7. Mailers will consist of a notice with 1 to 7 printed pages and may 

generate any combination of component(s) listed. 

(a) Mailer 1: OLBG.BTI.vendor.SEAAFP.M11*****.RYYMMDD (SEADJUST) 

 Mailer 3: OLBG.BTI.vendor.RSBAFP.M31*****.RYYMMDD (RESUB PAPER) 

 Mailer 5: OLBG.BTI.vendor.IREAFP.M51*****.RYYMMDD (IRES) 

 Mailer 6: OLBG.BTI.vendor.RSBAFP.M61*****.RYYMMDD (RESUB ELECTRONIC) 

 Mailer 7: OLBG.BTI.vendor.PRIAFP.M71*****RYYMMDD (PUPS-PRIS) 

Personalized Notice, and 

Mail-out envelope (4-1/8 x 9-1/2") .............. per 100 complete mailers ......................... $ ___________ 

(b) Mailer 2: OLBG.BTI.vendor.E15AFP.M21*****.RYYMMDD (RECON) 

 Personalized Notice, CRM Return Envelope, 

 SSA Pub. No. 16-002, and 

 Mail-out envelope (4-1/8 x 9-1/2") .............. per 100 complete mailers ......................... $ ___________ 

(c) Mailer 4: OLBG.BTI.vendor.EMSAFP.M41*****.RYYMMDD (ICOR) 

 Personalized Notice, Personalized Spanish Cover 

 Letter with English Notice, 

 Personalized Spanish Notice, and 

 Mail-out envelope (4-1/8 x 9-1/2") .............. per 100 complete mailers ........................ $ ___________ 

MES: Mailer 8 will consist of a single leaf Notice and a mail-out envelope. 

(d) Mailer 8: OLBG.BTI.vendor.MESAFP.M81*****.RYYMMDD 

 Personalized Notice, and 

 Mail-out envelope (4-1/8 x 9-1/2") .............. per 100 complete mailers ........................ $___________ 

AURORA: Mailers 9 through 17. Mailers can consist of notices with 1 to 20 printed pages and any 

combination of components listed with mailer. 

NOTE: Aurora notices contain approximately 20% manual insertions.

(e) Mailer 9: OLBG.BTI.vendor.CTPAFP.M9#*****.RYYMMDD (AJS-1) 

Mailer 10: OLBG.BTI.vendor.CTPAFP.M0#*****.RYYMMDD (MCS) 

Mailer 11: OLBG.BTI.vendor.CTPAFP.MA#*****.RYYMMDD (MADCAP) 

Mailer 12: OLBG.BTI.vendor.CTPAFP.MB#*****.RYYMMDD (TATTER) 

Mailer 13: OLBG.BTI.vendor.CTPAFP.MC#*****.RYYMMDD (REACT) 

Mailer 14: OLBG.BTI.vendor.CTPAFP.MD#*****.RYYMMDD (T2R) 

Mailer 15: OLBG.BTI.vendor.CTPAFP.ME#*****.RYYMMDD (MISC) 

Mailer 16: OLBG.BTI.vendor.CTPAFP.MF#*****.RYYMMDD (IRMAA) 

Mailer 17: OLBG.BTI.vendor.CTPAFP.MG#*****.RYYMMDD (SNO) 

Personalized English Notice, Green BRM Refund Envelope, Goldenrod BRM Reply Envelope, Green CRM 

Return Envelope, White CRM Return Envelope, White CMS CRM Refund Envelope, 

Publications: 05-10076, 05-10077, 05-10095, 05-10153, 05-10137, 05-10018, 05-10072, 05-10958, 

05-10069, 70-10281, 70-10283, 05-10007, 05-10045, 05-10075, 

Form CMS-2690, Form SSA-3105, Form SSA-4360-SP, Form SSA-3885, Form SSA-4111, Form SSA-150, 

Form SSA-561-U2, Form SSA-1560-U4, Form SF-180, Form SF-1588, Form SSA-4588 (OP1 – OP6), 

Form SSA-21, Form SSA-1724, Form SSA-1372-BK, 

Mail-out envelope (6-1/8 x 9-1/2") - with or without “IR designator 

 Per 100 complete mailers ............................................................................................... $ ___________ 

 ____________ 

(Initials) 
Earnings MOD, MES and AURORA Notices Page 59 of 59 

171-S (01/17) 

V. PREPRODUCTION TESTS: Price offered must include all costs incurred in performing the three (3) tests 

(Preproduction Press and Mail Run Test, Transmission Test and Validation Test) as specified in these specifications. 

These costs shall cover but are not limited to: machine time, personnel, all required materials, transmissions, 

electronic pre-press, plates, paper, printing, imaging, collating, inserting, mail preparation, and any other operations 

necessary to produce the required quantities of the product in the time specified and in accordance with 

specifications. 

(a) Pre-production Validation Test OR Systems Change Validation Test ................................. $ ___________ 

(b) Transmission Test ................................................................................................................. $ ___________ 

(c) Preproduction Press and Mail Run Test ............................................................................... $ ___________ 

VI. PROGRAMMING A NEW NOTICE OR NOTICE CHANGE (includes notice signature changes)/NEW AND 

EXISTING NOTICE FILES VALIDATION TEST: Price offered must include all costs incurred during the term 

of the contract. 

(a) Programming a New Notice or Notice Change (per mailer) ................................................ $ ___________ 

NOTE: Cost of printing/imaging, paper, binding, inserting, envelopes (if required) will be included in the 

appropriate print order and will be charged accordingly under II., III. and IV above. 

VII. PREMIUM PAYMENTS WHEN DAILY MAILERS EXCEED ESTIMATED MAXIMUM QUANTITIES: 

Premium payments will be authorized when the number of mailers within one frequency (Daily, Weekly, Monthly, 

and Quarterly) exceeds by 25% of the maximum estimated total daily mailers for that frequency requirement. 

Premium payments will apply to all costs Item II. "PRINTING/IMAGING and BINDING": line item (b), and Item 

IV. "INSERTING and MAILING" line items (a) through (e). 

(a) Percentage increase ........................................................................................................... __________ % 

VIII. NOTICE DESTRUCTION FEE 

(a) Per 100 notices destroyed .................................................................................................... $__________ 

INSTRUCTIONS FOR BID SUBMISSION: Fill out "Section 4.- Schedule of Prices," initialing or signing each 

page in the space(s) provided. Submit two copies (original and one exact duplicate) of the "SCHEDULE OF 

PRICES" with two copies of the GPO Form 910, "BID" form. Do not enter bid prices on GPO Form 910; prices 

entered in the "SCHEDULE OF PRICES" will prevail. 

Bidder_______________________________________________________________________________________ 

_____________________________________________________________________________________________ 

(City - State) 

By__________________________________________________________________________________________ 

(Signature and title of person authorized to sign this bid) 

_____________________________________________________________________________________________ 

 (Person to be contacted) (Telephone Number) 













 

FD-258 (Rev. 9-9-13) 1110-0046 

LEAVE BLANK 

APPLICANT

SIGNATURE OF PERSON FINGERPRINTED 

RESIDENCE OF PERSON FINGERPRINTED 

DATE 

EMPLOYER AND ADDRESS 

REASON FINGERPRINTED 

SIGNATURE OF OFFICIAL TAKING FINGERPRINTS

 1. R. THUMB 2. R. INDEX 

6. L. THUMB 7. L. INDEX 

LEFT FOUR FINGERS TAKEN SIMULTANEOUSLY 

* See Privacy Act Notice on Back 

TYPE OR PRINT ALL INFORMATION IN BLACK FBI LEAVE BLANK LAST NAME NAM FIRST NAME MIDDLE NAME

ALIASES AKA 

DATE OF BIRTH DOB 

Month Day Year 

SEX RACE HGT. WGT. EYES HAIR PLACE OF BIRTH POB

LEAVE BLANK 

CITIZENSHIP CTZ 

YOUR NO. OCA 

O 

R 

I 

CLASS 

REF. 

FBI NO. FBI 

ARMED FORCES NO. MNU 

SOCIAL SECURITY NO. SOC 

MISCELLANEOUS NO. MNU 

3. R. MIDDLE 4. R. RING 5. R. LITTLE 

8. L. MIDDLE 9. L. RING 10. L. LITTLE 

L. THUMB R. THUMB RIGHT FOUR FINGERS TAKEN SIMULTANEOUSLY 
1. PRINTS MUST GENERALLY BE CHECKED THROUGH THE APPROPRIATE STATE IDENTIFICATION BUREAU, AND ONLY THOSE 

FINGERPRINTS FOR WHICH NO DISQUALIFYING RECORD HAS BEEN FOUND LOCALLY SHOULD BE SUBMITTED FOR FBI SEARCH. 

2. IDENTITY OF PRIVATE CONTRACTORS SHOULD BE SHOWN IN SPACE “EMPLOYER AND ADDRESS”. THE 

CONTRIBUTOR IS THE NAME OF THE AGENCY SUBMITTING THE FINGERPRINT CARD TO THE FBI. 

3. FBI NUMBER, IF KNOWN, SHOULD ALWAYS BE FURNISHED IN THE APPROPRIATE SPACE. 

MISCELLANEOUS NO. - RECORD: OTHER ARMED FORCES NO. PASSPORT NO. [FP], ALIEN REGISTRATION NO. 

(AR), PORT SECURITY CARD NO. (PS), SELECTIVE SERVICE NO. (SS) VETERANS’ ADMINISTRATION CLAIM NO. (VA). 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FEDERAL BUREAU OF INVESTIGATION
 

UNITED STATES DEPARTMENT OF JUSTICE
 

CJIS DIVISION/CLARKSBURG, WV 26306
 1.LOOP 

CENTER 

OF LOOP 

DELTA 

THE LINES BETWEEN CENTER OF
 

LOOP AND DELTA MUST SHOW
 

APPLICANT 

THIS CARD FOR USE BY: 

1. LAW ENFORCEMENT AGENCIES IN FINGERPRINTING APPLICANTS FOR LAW ENFORCEMENT POSITIONS.* 

2. OFFICIALS OF STATE AND LOCAL GOVERNMENTS FOR PURPOSES OF EMPLOYMENT, LICENSING, AND 

PERMITS, AS AUTHORIZED BY STATE STATUTES AND APPROVED BY THE ATTORNEY GENERAL OF THE 

UNITED STSTES. LOCAL AND COUNTY ORDINANCES, UNLESS SPECIFICALLY BASED ON 

APPLICABLE STATE STATUTES DO NOT SATISFY THIS REQUIREMENT.* 

3. U.S. GOVERNMENT AGENCIES AND OTHER ENTITIES REQUIRED BY FEDERAL LAW.** 

4. OFFICIALS OF FEDERALLY CHARTERED OR INSURED BANKING INSTITUTIONS TO PROMOTE OR MAINTAIN 

THE SECURITY OF THOSE INSTITUTIONS. 

Please review this helpful information to aid in the successful processing of hard copy criminal and civil fingerprint submissions in order to prevent delays 

or rejections. Hard copy fingerprint submissions must meet specific criteria for processing by the Federal Bureau of Investigation. 

Ensure all information is typed or legibly printed using blue or black ink.
 

Enter data within the boundaries of the designated field or block.
 

Complete all required fields. (If a required field is left blank, the fingerprint card may be immediately rejected without further processing.)


 •	 The required fields for hard copy fingerprint cards are: originating agency identifier number - date of birth - place 

of birth - name - sex fingerprint impressions - any applicable state stamp - Other (race, height, weight, eye color, 

hair color) 

* criminal fingerprint cards also require an arrest charge and date of arrest. 

* civil fingerprint cards also require a reason fingerprinted and date fingerprinted 

2.WHORL Do not use highlighters on fingerprint cards. 

3. ARCH 

THESE LINES RUNNING BETWEEN 

DELTAS MUST BE CLEAR 

DELTAS 

Do not enter data or labels within ‘Leave Blank’ areas.
 

Ensure the ‘Reply Desired’ field is checked when applicable (criminal only).
 

Ensure fingerprint impressions are rolled completely from nail to nail.
 

Ensure fingerprint impressions are in the correct sequence.
 

Ensure notations are made for any missing fingerprint impression (i.e. amputation).
 

Do not use more than two retabs per fingerprint impression block.
 

Ensure no stray marks are within the fingerprint impression blocks.
 

Training aids can be ordered online via the Internet by accessing the FBI’s website at: fbi.gov, click on ‘Fingerprints’, then click on ‘Ordering 

Fingerprint Cards & Training Aids’. Direct questions to the Identification and Investigative Services Section’s Customer Service Group at (304) 625-5590 

or by e-mail at <liaison@leo.gov>. 

PRIVACY ACT STATEMENT 

Authority: The FBI's acquisition, preservation, and exchange of ILQJHUSULQWVDQGDVVRFLDWHGinformation is generally authorized under 

86&534. Depending on the nature of your application, supplemental authorities include Federal statutes, 6tate statutesSXUVXDQWto 

Pub.L. 92-544, Presidential (xecutive 2rders,DQGIHGHUDOProviding \RXUILQJHUSULQWVDQGDVVRFLDWHGLQIRUPDWLRQLVYROXQWDU\KRZHYHU

IDLOXUHWRGRVRPD\DIIHFWFRPSOHWLRQRUDSSURYDORI\RXUDSSOLFDWLLRQ

Social Security Account Number (SSAN). Your SSAN is needed to keep records accurate because other people may have the same 

name and birth date. Pursuant to the Federal Privacy Act of 1974 (5 USC 552a), the requesting agency is responsible for informing you whether 

disclosure is mandatory or voluntary, by what statutory or other authority your SSAN is solicited, and what uses will be made of it. Executive 

Order 9397 also asks Federal agencies to use this number to help identify individuals in agency records. 

Principal Purpose: Certain determinations, such as employment, licensing, and VHFXULW\FOHDUDQFHVmay be predicated on fingerprint-based EDFNJURXQGchecks. Your fingerprints DQGDVVRFLDWHG informationELRPHWULFVPay be SURYLGHGWRWKHHPSOR\LQJLQYHVWLJDWLQJRURWKHUZLVH UHVSRQVLEOHDJHQF\DQGRUWKHFBI for the SXUSRVHRIFRPSDULQJ\RXUILQJHUSULQWVWRRWKHUILQJHUSULQWVLQWKH)%,
V1H[W*HQHUDWLRQ

,GHQWLILFDWLRQ1*,V\VWHPRULWVVXFFHVVRUV\VWHPVLQFOXGLQJFLYLOFULPLQDODQGODWHQWILQJHUSULQWUHSRVLWRULHVRURWKHUDYDLODEOHUHFRUGVRIWKH HPSOR\LQJLQYHVWLJDWLQJRURWKHUZLVHUHVSRQVLEOHDJHQF\The FBI may retain \RXUILQJHUSULQWVDQGDVVRFLDWHGLQIRUPDWLRQELRPHWULFVLQ1*, DIWHUWKHFRPSOHWLRQRIWKLVDSSOLFDWLRQDQGZKLOHUHWDLQHG\RXUILQJHUSULQWVPD\FRQWLQXHWREHFRPSDUHGDJDLQVWRWKHUILQJHUSULQWVVXEPLWWHG

WRRUUHWDLQHGE\1*,

Routine Uses: 'XULQJWKHSURFHVVLQJRIWKLVDSSOLFDWLRQDQGIRUDVORQJWKHUHDIWHUDV\RXUILQJHUSULQWVDQGDVVRFLDWHGLQIRUPDWLRQELRPHWULFV

DUHUHWDLQHGLQ1*,\RXULQIRUPDWLRQPD\EHGLVFORVHGSXUVXDQWWR\RXUFRQVHQWDQGPD\EHGLVFORVHGZLWKRXWyour consent as permitted by 

the Privacy Act of 1974 DQGDOODSSOLFDEOH5RXQWLQH8VHVDVmay be published at any time in the Federal Register, including the 5outine 8ses 

for the 1*,V\VWHPDQGWKH)BI's Blanket Routine UsesRoutine uses include, but are not limited to, disclosures to: HPSOR\LQJJRYHUQPHQWDO

or authorized non-governmental agencies responsible for employment, contracting licensing, security clearances, and other suitability

determinations; local, state, tribal, or federal law enforcement agencies; criminal justice agencies; and agencies responsible for national security

or public safety. 

Additional Information: The requesting agency and/or the agency conducting the application-investigation will provide you additional 

information pertinent to the specific circumstances of this application, which may include identification of other authorities, purposes, uses, and 

consequences of not providing requested information. In addition, any such agency in the Federal Executive Branch has also published notice 

in the Federal Register describing any system(s) of records in which that agency may also maintain your records, including the authorities, 

purposes, and routine uses for the system(s). 

INSTRUCTIONS: 

ARCHES HAVE NO DELTAS *

FD-258 (REV. 9-9-13) 

**



Updated 11/2013

FAIR CREDIT AUTHORIZATION FORM

A Summary of Your Rights Under the Fair Credit Reporting Act

The federal Fair Credit Reporting Act (FCRA) promotes the accuracy, fairness, and privacy of 

information in the files of consumer reporting agencies. There are many types of consumer reporting 

agencies, including credit bureaus and specialty agencies (such as agencies that sell information about 

check writing histories, medical records, and rental history records). Here is a summary of your major 

rights under the FCRA. For more information, including information about additional rights, go to 

www.ftc.gov/credit or write to: Consumer Response Center, Room 130-A, Federal Trade Commission, 

600 Pennsylvania Ave. N.W., Washington, D.C. 20580.

 You must be told if information in your file has been used against you. Anyone who uses a 

credit report or another type of consumer report to deny your application for credit, insurance, 

or employment – or to take another adverse action against you – must tell you, and must give 

you the name, address, and phone number of the agency that provided the information.

 You have the right to know what is in your file. You may request and obtain all the

information about you in the files of a consumer reporting agency (your “file disclosure”). You 

will be required to provide proper identification, which may include your Social Security number. 

In many cases, the disclosure will be free. You are entitled to a free file disclosure if:

o a person has taken adverse action against you because of information in your credit report;

o you are the victim of identify theft and place a fraud alert in your file;

o your file contains inaccurate information as a result of fraud;

o you are on public assistance;

o you are unemployed but expect to apply for employment within 60 days.

In addition, by September 2005 all consumers will be entitled to one free disclosure every 12 

months upon request from each nationwide credit bureau and from nationwide specialty 

consumer reporting agencies. See www.ftc.gov/credit for additional information.

 You have the right to ask for a credit score. Credit scores are numerical summaries of your 

credit-worthiness based on information from credit bureaus. You may request a credit score 

from consumer reporting agencies that create scores or distribute scores used in residential real 

property loans, but you will have to pay for it. In some mortgage transactions, you will receive 

credit score information for free from the mortgage lender.

 You have the right to dispute incomplete or inaccurate information. If you identify

information in your file that is incomplete or inaccurate, and report it to the consumer reporting 

agency, the agency must investigate unless your dispute is frivolous. See www.ftc.gov/credit for 

an explanation of dispute procedures.

 Consumer reporting agencies must correct or delete inaccurate, incomplete, or

unverifiable information. Inaccurate, incomplete or unverifiable information must be

removed or corrected, usually within 30 days. However, a consumer reporting agency may 

continue to report information it has verified as accurate.

 Consumer reporting agencies may not report outdated negative information. In most

cases, a consumer reporting agency may not report negative information that is more than seven 

years old, or bankruptcies that are more than 10 years old.

 Access to your file is limited. A consumer reporting agency may provide information about you 

only to people with a valid need -- usually to consider an application with a creditor, insurer, 

employer, landlord, or other business. The FCRA specifies those with a valid need for access.
 You must give your consent for reports to be provided to employers. A consumer

reporting agency may not give out information about you to your employer, or a potential

employer, without your written consent given to the employer. Written consent generally is not 

required in the trucking industry. For more information, go to www.ftc.gov/credit.

 You may limit “prescreened” offers of credit and insurance you get based on information in 

your credit report. Unsolicited “prescreened” offers for credit and insurance must include a tollfree phone number you can call if you choose to remove your name and address from the lists 

these offers are based on. You may opt-out with the nationwide credit bureaus at 1-888-5-

OPTOUT (1-888-567-8688).

 You may seek damages from violators. If a consumer reporting agency, or, in some cases, a user 

of consumer reports or a furnisher of information to a consumer reporting agency violates the 

FCRA, you may be able to sue in state or federal court.

 Identity theft victims and active duty military personnel have additional rights. For more 

information, visit www.ftc.gov/credit.

States may enforce the FCRA, and many states have their own consumer reporting laws. In

some cases, you may have more rights under state law. For more information, contact your

state or local consumer protection agency or your state Attorney General. Federal enforcers are:

TYPE OF BUSINESS: CONTACT:

Consumer reporting agencies, creditors and others 

not listed below

Federal Trade Commission: Consumer Response 

Center - FCRA

Washington, DC 20580 1-877-382-4357

National banks, federal branches/agencies of 

foreign banks (word "National" or initials "N.A." 

appear in or after bank's name)

Office of the Comptroller of the Currency

Compliance Management, Mail Stop 6-6

Washington, DC 20219 800-613-6743

Federal Reserve System member banks (except 

national banks, and federal branches/agencies of 

foreign banks)

Federal Reserve Consumer Help (FRCH)

P O Box 1200

Minneapolis, MN 55480

Telephone: 888-851-1920

Website Address: www.federalreserveconsumerhelp.gov

Email Address: ConsumerHelp@FederalReserve.gov

Savings associations and federally chartered 

savings banks (word "Federal" or initials "F.S.B." 

appear in federal institution's name)

Office of Thrift Supervision

Consumer Complaints

Washington, DC 20552 800-842-6929

Federal credit unions (words "Federal Credit 

Union" appear in institution's name)

National Credit Union Administration

1775 Duke Street

Alexandria, VA 22314 703-519-4600

State-chartered banks that are not members of 

the Federal Reserve System

Federal Deposit Insurance Corporation

Consumer Response Center, 2345 Grand Avenue, 

Suite 100

Kansas City, Missouri 64108-2638 1-877-275-3342

Air, surface, or rail common carriers regulated by 

former Civil Aeronautics Board or Interstate 

Commerce Commission

Department of Transportation , Office of Financial 

Management

Washington, DC 20590 202-366-1306

Activities subject to the Packers and Stockyards 

Act, 1921

Department of Agriculture

Office of Deputy Administrator - GIPSA

Washington, DC 20250 202-720-7051
Federal Investigations Notice

Fair Credit Reporting Act of 1970, as amended

PLEASE TAKE NOTICE THAT ONE OR MORE CONSUMER CREDIT REPORTS MAY BE

OBTAINED FOR EMPLOYMENT PURPOSES PURSUANT TO THE FAIR CREDIT REPORTING

ACT, AS AMENDED, 15 U. S. C., §1681, ET SEQ. SHOULD A DECISION TO TAKE ANY

ADVERSE ACTION AGAINST YOU BE MADE, BASED EITHER IN WHOLE OR IN PART ON

THE CONSUMER CREDIT REPORT, THE CONSUMER REPORTING AGENCY THAT

PROVIDED THE REPORT PLAYED NO ROLE IN THE AGENCY'S DECISION TO TAKE SUCH

ADVERSE ACTION.

Information provided by you on this form will be furnished to the consumer reporting agency in 

order to obtain information in connection with an investigation to determine your (1) fitness for 

Federal employment, (2) clearance to perform contractual service for the Federal Government, 

and/or (3) security clearance or access. The information obtained may be redisclosed to other 

Federal agencies for the above purposes and in fulfillment of official responsibilities to the 

extent that such disclosure is permitted by law.

I hereby authorize the _____________________________ to obtain such report(s) from any

 (Name of Requesting Agency)

consumer/credit reporting agency for employment purposes.

____________________ _______________________

(Print Name) (SSN)

____________________ _______________________

(Signature) (Date)

Your Social Security Number is needed to keep records accurate, because other people may 

have the same name. Executive Order 9397 also asks Federal agencies to use this number to 

help identify individuals in agency records.
SYSTEM INFORMATION

TYPE OF PROPOSED MAINFRAME PLATFORM _____________________________

TYPE OF PERSONAL COMPUTER ________________________________________

MEDIA TO BE USED FOR RECEIPT OF FILE TRANSMISSION ____________________

FILE STORAGE MEDIUM _______________________________________________

CYBERFUSION INSTALLED? _____________________________________________

AMOUNT OF AVAILABLE FILE STORAGE SPACE _____________________________

TYPE OF PRINT STREAM MAIL RUN CONTROL SYSTEM _______________________

TYPE OF NETWORK PLATFORM (i.e., NOVELL/NT/UNIX) ______________________
100% Accountability and Summary Reports 

Full Audit report must include the following information (reprints must have the same information): 

1. Program Number/Job Name/Print Order/File Date 

2. PC#/Sequence numbers/Total Volume 

3. Inserter ID and Operator 

4. Date of insertion 

5. Start and End time 

6. Start and End Range (sequence numbers) 

7. Total for each Start and End Range 

8. Event (i.e. Processed, Spoiled, Diverted and reason: Missing Piece, Unverified, Misread etc.) 

9. Status (i.e. Inserted, Routed to Reprint Area, etc.) 

10. Totals 

a. Machine inserted 

b. Sent to Reprint 

c. Reprints Recovered 

d. Records Accounted For 

e. Duplicates 

f. Duplicated Verified 

g. Records less duplicates 

h. Reported Output 

i. Variances 

Example: 

Inserter ID Date Start Time End Time Start Range End Range Total EVENT STATUS

Inserter 1 05/10/12 10:31:04 AM 11:12:45 AM 19386 21567 2182 Standard Processing Inserted

Operator Joe 05/10/12 11:12:50 AM 11:12:50 AM 21568 1 Diverted Routed to Reprint

05/10/12 11:13:10 AM 11:28:06 AM 21569 22516 948 Standard Processing Inserted

05/10/12 11:28:07 AM 11:28:10 AM 22517 22518 2 Diverted/ leave count unverified Routed to Reprint

05/10/12 11:29:30 AM 11:29:35 AM 22519 22521 3 Diverted/missing piece Routed to Reprint

05/10/12 11:29:45 AM 11:30:15 AM 22522 1 Diverted/manual insertion of pub Manual Scan

05/10/12 11:30:34 AM 11:40:35 AM 22523 1 Diverted/misread Manual Scan

Inserter 2 05/11/12 8:12:50 AM 8:12:50 AM 21568 1 Standard Processing Inserted

(REPRINTS) 05/11/12 8:28:07 AM 8:28:10 AM 22517 22518 2 Standard Processing Inserted

Operator Sue 05/11/12 8:29:30 AM 8:29:35 AM 22519 22521 3 Standard Processing Inserted

26604

582

Reprints Recovered: 582

27186

16

16

27170

27170

0

TOTALS

Records Accounted for:

Duplicates:

Duplicates Verified:

Records Less Duplicates:

Reported Output:

Variance:

Audit Report

Program 123-S/SSA Notices Name/PO#54001/File Date

PC # and Sequence Numbers and Volume

Machine Inserted:

Sent to Reprints:
The Summary Report must include the following; Reprints must also have all of the same information: 

1. Job Name/Print Order 

2. Piece Quantity 

3. Sequence number range (Start and End Range) 

4. Start date and time 

5. End date and time 

6. Total Processed Pieces 

7. Total Reprints 

8. Total Pieces Inserted 

9. Total Variances 

10. Job Complete or Incomplete 

Summary Report 

Job Information Operation Information 

Job Name: XYZ Notice 

PO # 54001 Start Range: 1 

Piece Quantity: 35862 End Range 35862 

Job Status: Completed 

Date Created: 05/10/12 10:29:54 

Date Completed: 05/11/12 14:22:34 

 

 

Statistical Summary 

35537 Processed Pieces - Completed 05/10/12 

325 Processed Reprints - Completed 05/11/12 

35862 Total Pieces Inserted - 

0 Variances - 

Completed 05/11/12 

Job Complete 
Mail Run Data File (MRDF) 

Or Item Level Accountability File 

Record Descriptions Position Length 

Job ID 1 – 5 5 

Piece ID 6 – 11 6 

Total Pages 12 – 13 2 

Select Feeder 2 (0 = No Feed, 1 = Feed) 14 1 

Select Feeder 3 15 1 

Select Feeder 4 16 1 

Select Feeder 5 17 1 

Select Feeder 6 18 1 

Select Feeder 7 19 1 

Select Feeder 8 20 1 

Select Feeder 9 21 1 

Select Feeder 10 22 1 

Vertical Stacker 1 (Seal envelope, do not meter) 23 1 

Vertical Stacker 2 (Do not seal envelope, do not meter) 24 1 

Vertical Stacker 3 (Overweight) 25 1 

Vertical Stacker 4 (Trash) 26 1 

Sealer (0 = No Outsort, 1 = Outsort) 27 1 

Meter 1 (0 = Print, 1 = No Print) 28 1 

Meter 2 29 1 

Customer Name 30 40 

 Address Line 1 70 40 

 Address Line 2 110 40 

 Address Line 3 150 40 

 Address Line 4 190 40 

 Address Line 5 230 40 

 Address Line 6 270 40 

Zip Code 310 5 

 +4 315 4 

 +2 319 2 

Return Name 321 40 

 Address Line 1 361 40 

 Address Line 2 401 40 

 Address Line 3 441 40 

 Address Line 4 481 40 

Account ID 521 16 

Input File Name 537 44 

IMBC Codes 581 65 

Service Type 646 3 

IMBC SerialID 649 9 

Filler 658 3 

User Defined 661 29 

 Vendor ID 690 4 

 Code Name 694 5 

 Total Documents 699 2 

End 701 1 

NOTE: There is one record for each mail packet.