Specifications by RM Jacket 415-005 

Page 1 of 11 IRS Req. 1-00622 

Reviewed by DEE 

 

BID OPENING: Bids shall be opened at 11:00 AM., prevailing Eastern Standard Time (EST), on December 28, 2020 by the U.S. 

Government Publishing Office, in Washington, DC 20401. Due to the COVID-19 pandemic, this will NOT be a public bid 

opening 

BID SUBMISSION: NOTE: Due to the COVID-19 pandemic, the physical office will NOT be open. Based on this, vendors 

MUST submit e-mail bids to bidsapsdc@gpo.gov for this solicitation. No other method of bid submission will be accepted at this 

time. 

The Jacket Number 415-005 and bid opening date must be specified in the subject line of the e-mailed bid submission. Bids 

received after 11:00 AM EST on the bid opening date specified above will not be considered for award. 

For information regarding the solicitation requirements prior to award, email rmankourous@gpo.gov. For contract administration 

after award, contact APS DC at 202-512-0307. 

Additional e-mailed Bid Submission Provisions: 

The Government will not be responsible for any failure attributable to the transmission or receipt of the e-mailed bid including, 

but not limited to, the following— 

(1) Emails over 75 MB may not be received by GPO due to size limitations for receiving emails. 

(2) The vendor’s email provider may have different size limitations for sending e-mail, however vendors are advised not to 

exceed GPO’s stated limit. 

(3) Illegibility of bid. 

(4) When the email bid is received by GPO it will remain unopened until the specified bid opening time. Government 

personnel will not validate receipt of the e-mailed bid prior to bid opening. GPO will use the prevailing time (specified as the 

local time zone) and the exact time that the e-mail is received by GPO’s email server as the official time stamp for bid receipt at 

the specified location. 

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. 01-

18)) and GPO Contract Terms, Quality Assurance Through Attributes Program for Printing and Binding (GPO Publication 310.1, 

effective May 1979 (revised 9-19)). 

Offers must include the cost of all materials and operations for the total quantity ordered in accordance with these specifications. 

SPECIFICATIONS FOR CONTRACT PRINTING OF FORMS 1040 AND 1040-SR BOOKLET (SPANISH) FULL 

CARTONS SHIPPING BULK FOR TAX YEAR 2020

 

Table of Contents 

Section 1 – SCHEDULE 

1.1 Postaward Conference 

1.2 Daily Production Report 

1.3 Electronic Distribution Shipping Report (Form 2040) 

Section 2 - MATERIALS 

 2.1 Furnished by the Government 

 2.2 Furnished by the Contractor 

2.3 JCP Standards 

Section 3 - BOOKLET SPECIFICATIONS 

3.1 Item 

3.2 Estimated Quantity 

3.3 Trim Size 

3.4 Number of Pages 

3.5 Printing 

3.6 Binding 

3.7 Margins 

3.8 Perforations 

3.9 GPO Imprint Line 

3.10 Electronic Proofs 

Section 4 – PACKING/CARTONS/LABELING 

4.1 Packing 

4.2 Cartons 

4.3 Labeling and Marking 

4.4 Copies Damaged in Transit 

4.5 Pallets 

Section 5 - DISTRIBUTION 

5.1 Motor Freight (MF) 
Page 2 of 11 Jacket 415-005 

5.2 Air Shipments (if required) 

5.3 Blue Label Copies 

Section 6 - QUALITY ASSURANCE 

6.1 Quality Assurance Levels and Standards 

Section 7 – PRODUCTION SAMPLES 

Section 8 – OFFERS (BIDS) 

 EXHIBITS 

Exhibit 1 – Production and Mailing Report 

Exhibit 2 – Electronic Distribution/Shipping List 

Exhibit 3 – IRS Carton Label 

Exhibit 4 – IRS Pallet Specs 

CAUTION: The forms booklet printed under this contract must not be mixed with forms booklets printed under any other 

contract. 

SCOPE: These specifications cover the printing and binding of approx. 451,640 (incl 200 Blue Labels) forms booklets in 

Spanish. Each forms booklet contains 16 pages requiring a vertical perforation on the fold through all eight (8) leaves along the 

entire bind side. In addition, addressing/labeling and marking, packing and sealing, palletizing, storing, staging, and shipping 

approx. 1,188 cartons f.o.b contractor city via Motor Freight (IRBLs) to Bloomington, IL. will be required. 

NOTE: Due to the numerous exhibit pages in this specification, the exhibits will not be accessible via the Internet. A complete 

copy of the specifications including exhibit pages may be obtained by contacting GPO’s bid room @ (202) 512-0526. 

CHANGES IN QUANTITY: The Government, for the FINAL IRS QUANTITY, may submit increases or decreases of up to 

30% of the total estimated quantity until the date specified in the schedule listed below under “Government Furnished Materials”. 

 These quantity adjustments may be made via email and will be the FINAL quantity. These adjustments will not change the 

scheduled turnover dates. Billing adjustments for scheduled quantity changes (+ or -) will be at the contractor's quoted 

"ADDITIONAL RATE". If no changes have been received by the scheduled date for final quantity adjustments, the bid 

quantities will stand as the FINAL contract quantity. 

NOTE: Must be full Final Quantity to all consignees. No shortages will be allowed. However, the Government reserves the 

right to accept or reject overages. 

TITLE: Forms Booklets 1040 & 1040-SR (SP) (2020 rev)---Bulk Ship 

Section 1 - SCHEDULE 

 Date Event 

 

12-28-2020 Bid Opening 

12-29-2020 Purchase Order and PDF file for Blue label. 

NOTE: Immediately upon award contractor must notify Terri Skyrm at Theresa.L.Skyrm@irs.gov to provide two (2) or less 

email addresses for the IRS electronic files to be furnished. 

Negotiated If required, Postaward Conference must be held by contractor via telephone conference.

01-21-2021 Pdf print repro for 16-page Forms booklet (Spanish) and final distribution list (IRS Form 2040) to contractor 

via Email. 

 

02-02-2021 Ship complete date. If authorized by the Government, contractor may ship complete earlier. In addition, 

contractor must send 5 production samples overnight by traceable means to the Lanham, MD address, Attn: Terri Skyrm. 

See Section 7 “PRODUCTION SAMPLES”. 

The Government will attempt to meet the schedules as stated in these specifications. However, uncontrollable circumstances such 

as Congressional Legislation may delay the furnishing of printing media. In such event, the schedule will be adjusted in 

accordance with contract terms. 

 Unscheduled material such as shipping documents, receipts or instructions, delivery lists, labels, etc., will be furnished per the 

“Schedule” or shortly thereafter. In the event such information is not received in due time, the contractor will not be relieved of 
Page 3 of 11 Jacket 415-005 

any responsibility in meeting the shipping schedule because of failure to request such information. 

1.1 POSTAWARD CONFERENCE: Unless waived by the Contracting Officer, the total requirements of the job as 

indicated in these specifications will be reviewed by Government representatives with the contractor’s representatives via 

teleconference, as indicated in the schedule previously cited. The purpose of the conference will be to discuss and review all

aspects of the contractor's internal and external operations required to complete this contract. 

1.2 DAILY PRODUCTION REPORT: Contractor must provide daily production information on Form 9659 “Production and 

Mailing Report” (see Exhibit 1) and email Form 9659 each workday, by 1:00pm (Eastern Standard Time), to 

Theresa.L.Skyrm@irs.gov. 

1.3 ELECTRONIC DISTRIBUTION/SHIPPING REPORT (Form 2040): Distribution/Shipping List is used for larger 

shipment address information, shipping verification, updating IRS’ databases, and to inform the destination(s) of the shipping and 

quantity status. See Exhibit 2. 

The contractor MUST update the Electronic Form 2040 and transmit via email to IRS, every day the product ships, on a computer 

using a “full version” of Adobe Acrobat 9.0 Professional (or more recent) software. Any delay or missed input could result in 

delay of payment. The contractor must update the Shipping Status, Ship Quantity and Date Shipped fields with their information 

as per instructions included in Form 2040 PDF. If there is any information missing or incorrect, please contact Terri Skyrm at 

Theresa.L.Skyrm@irs.gov. 

SECTION 2 – MATERIALS 

2.1 FURNISHED BY THE GOVERNMENT: 

One (1) print pdf in pagination order with fonts embedded and generated from Adobe Acrobat 9.0 or later via email. DO NOT 

UNEMBED FONTS. This may result in loss of data. The pdf is backward compatible to Adobe Acrobat 8.0. Contractor is 

cautioned that furnished fonts are the property of the Government and/or it’s originator. Using fonts on any job other than the

one for which the fonts were submitted violates copyright law. All furnished fonts are to be eliminated from the contractor’s 

archive immediately after completion of the contract. 

IRS fillable pdf Form 9659 (Production and Mailing Report) will be emailed to the contractor shortly after award. See Exhibit 

1. 

IRS fillable Form 2040 (Electronic Distribution/Shipping Report) will be emailed to the contractor by the date cited in the 

“Schedule”. See Exhibit 2. 

IRS Form 6153 (Carton Label) will be emailed to the contractor shortly after award. See Exhibit 3. 

Internal Revenue Bills of Lading (IRBLs) will be furnished to the contractor via email. 

IRS Pallet Specifications. See Exhibit 4. 

2.2 FURNISHED BY CONTRACTOR: All materials and operations, other than those listed under “GOVERNMENT TO 

FURNISH”, necessary to produce the product in accordance with these specifications. 

Electronic Prepress: Prior to image processing, the contractor shall perform a basic check (preflight) of the furnished publishing 

files to assure correct output of the reproduction image. Any errors or data corruption that might interfere with proper file image 

processing must be reported immediately to Terri Skyrm at Theresa.L.Skyrm@irs.gov. This preflight should identify any 

problem areas with the digital file submission and should include, but not be limited to, missing or damaged fonts, improper trim 

size and/or margins, only low-resolution files are included for illustrations, and improper color definition. 

Contractor must supply all necessary trapping, set proper screen angles and screen frequency, and define file output selection for 

the imaging device being utilized. Furnished files must be imaged as necessary to meet the assigned quality level. 

The contractor is responsible for adjusting copy for trim size and binding style. 
Page 4 of 11 Jacket 415-005 

All electronic files generated must be produced on a high-resolution output device producing quality equal to or better than an

image resolution of 1200 dpi. Adjustments to the margins and/or images may be required by the contractor to meet required 

specifications. All halftones are to be 110-line screen or finer. 

Contractor is required to have Internet access provided through their Internet Service Provider (ISP) with email and a web browser 

equivalent to Internet Explorer 6.0. The contractor is also required to have Adobe Acrobat 9.0 Professional (or more recent) 

software (not Adobe Reader) and the capability to receive and open file attachments compressed into a Zip (.zip) file format. The 

contractor must furnish no more than two (2) addresses for the IRS to email all electronic files to avoid any lapse in service.

Any use of public address or web-based mail servers (i.e. Hotmail, Yahoo, Juno etc.) IS Forbidden.

2.3 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. 13” dated 

September 2019. https://www.gpo.gov/docs/default-source/forms-standards-pdf-files/vol_13..PDF. 

White Writing, basis weight: 20lbs. per 500 sheets, “17 x 22”, equal JCP Code D10. All paper used in each forms booklet 

must be of uniform shade. In addition, the weight of the writing paper must remain constant throughout the entire run. 

SECTION 3 – FORMS BOOKLET (SPANISH) SPECIFICATIONS--- 

 

3.1 ITEM: Forms Booklet (SP) (rev 2020)— Direct Ship (Bulk). 

Forms booklet contents: Pages 1 and 2; Form 1040 (SP)--pages 3 & 4; Form 1040-SR (SP)--pages 5, 6, 7, & 8; Form 1040 

(Schedule 1) (SP)—pages 9 &10; Form 1040 (Schedule 2) (SP)—pages 11 & 12; Form 1040 (Schedule 3) (SP)—pages 13 & 14; 

Form 1040 (Schedule LEP) (SP)—pages 15 & 16. 

3.2 QUANTITY (estimated): Approximately 451,640 (incl 200 blue labels) forms booklets.

3.3 TRIM SIZE: The maximum forms booklet trim size is 8-1/2 x l1". The minimum forms booklet trim size is 8-1/4 x l0-7/8”. 

3.4 NUMBER OF PAGES: Sixteen (16). 

3.5 PRINTING: 

Page one (1), and pages three (3), and four (4) per the electronic file print head-to-head in black and Pantone’s 3005 (blue). 

Duotone is required on page one (1). 

Page two (2) prints black ink only, and pages five (5) through sixteen (16) per the electronic file print head-to-head in black 

ink only. 

NOTE: The font size for Form 1040-SR (SP) printing on pages five (5), six (6), seven (7), and eight (8) per the electronic 

file will be larger than the font size printing on the remaining forms. 

Contractor will be required to underlay tones for screen backgrounds equal to l0% tone of a ll0-line screen (may be 

simulated) and perform simple color separations. 

3.6 MARGINS: 

Pages 1 and 2: 3/8” head margin, unless otherwise furnished in electronic file; center left and right. 

Pages three (3), five (5), seven (7), nine (9), eleven (11), thirteen (13), and fifteen (15) per electronic file: l/2" head to black 

ink (image); center left and right. 

Contractor must follow the head margins for pages four (4), six (6), eight (8), ten (10), twelve (12), fourteen (14), and sixteen 

(16) per the furnished electronic file; center left and right. 
Page 5 of 11 Jacket 415-005 

3.7 BINDING: Saddle-wire stitch in two (2) places and trim three (3) sides. Each product must contain complete four-page 

signatures after trimming. Single leaves connected with a lip (i.e., binding stub) to the left or right side of stitches WILL NOT be 

allowed. 

All binding will be on 10-7/8 to 11” dimension, as applicable. 

3.8 PERFORATIONS: All leaves require a vertical perforation on the fold along the entire 10-7/8 to 11” bind dimension. 

Perforations must be slit or slot (not pinhole) and must allow for easy and clean separation of pages. Perforation must be of 

sufficient strength to prevent separation during normal handling and shipping. 

3.9 GPO IMPRINT LINE: Contractor must set and insert a GPO imprint line on each form, per GPO Pub. 310.2 (page 16). 

Identification markings such as register marks, commercial identification marks of any kind, etc., except GPO imprint, form 

number, and revision date, carried in the electronic files, must not print on finished product. 

3.10 ELECTRONIC PROOFS: Contractor must email a soft proof using the same Raster Image Processor (RIP) that will be 

used to produce the final product. Proof must be emailed to Theresa.L.Skyrm@irs.gov as soon as the contractor deems necessary 

to comply with the shipping schedule in the contract. Email must include the Jacket and Requisition Numbers. 

Proof will be evaluated for image position, margins, pagination, location of perforations, and final trim size. All elements of the 

product must remain legible. Proof will be withheld not more than two (2) workdays from receipt in the IRS to receipt via email in 

the contractor’s plant. Contractor must not print prior to receiving an “Ok-to-Proceed”. 

If any contractor’s errors are serious enough in the opinion of the GPO to require an electronic revised proof, the revised proof is 

to be provided at no expense to the Government. No extra time can be allowed for this reproofing; such operations must be 

accomplished within the original production schedule allotted in the specifications. 

SECTION 4 – PACKING/CARTONS/LABELING/ADDRESSING/PALLETIZING FOR IRS COPIES: 

4.1 PACKING (IRS): Pack approximately 451,640 (incl 200 blue labels) forms booklets in Spanish into approximately 1,188 

shipping containers. Each carton must contain 380 forms booklets packed in two (2) even stacks of 190 forms booklets each with 

full size corrugated boards on top and bottom of stacks. Containers must be packed solid to avoid copies being damaged during 

transit. Container weight must not exceed 32lbs when fully packed. 

4.2 CARTONS: Cartons must be corrugated or solid fiber shipping containers, 1380 kPa (200 psi) minimum bursting strength 

and minimum edge crush strength of 35 psi. Bottom flaps must be glued or sealed with polyester tape 2 to 3" width, minimum 12 

kNm (65 lbs./inch) transverse tensile strength). If bottom flaps are stapled, they must be stapled before packing and without 

damage to the product enclosed. Top flaps of cartons must be securely sealed at top with 2 to 3" paper or polyester tape (not 

reinforced). Cartons must be packed solid. Cartons must not have excessive air space (dunnage) when fully packed to prevent 

crushing or deformation. Cartons must not open nor split during transit through the motor freight/airfreight carrier delivery

systems. 

Stapling of top or bottom flaps on cartons, furnishing cartons with separate lids, overstuffing or crowning cartons, and sealing 

cartons with plastic strapping is strictly prohibited. 

If carton weight exceeds 32lbs when fully packed, contractor must email Terri Skyrm at Theresa.L.Skyrm@irs.gov for 

resolution prior to packing. Carton filler (if necessary) must be composed of material that can be easily removed without 

damaging contents. Packing peanuts or beads are strictly prohibited. Contractor must determine exact dimensions of carton in 

accordance with the trim size and weight of product produced. The exterior dimensions of all cartons must not exceed 17-1/2” 

(L) x 11-1/2” (W) x 9” (D). 

4.3 LABELING/MARKING: EACH carton must contain an IRS carton label Form 6153 (see Exhibit 3) generated from the 

provided pdf. Handwritten labels and contractor stream-lined or recreated labels are strictly prohibited. Contractor is required to 

produce the appropriate number of IRS carton labels needed for this contract on white paper or white adhesive label stock, in 

black ink, and reproduced the same size as the pdf provided. The completed IRS carton label must be affixed securely to one end 

of the carton only (never on top, long-side, or bottom). The IRS carton label MUST NEVER be affixed such that it extends over 

the edge and onto an adjacent side. 

For all IRS carton labels (Form 6153), the contractor is required to update/enter the Carton # of # for each address; the “To 
Page 6 of 11 Jacket 415-005 

(Consignee---complete address)”; and the “From---contractor’s address,” fields electronically in black ink, and minimum 12pt 

type. If the remaining fields on the furnished IRS carton label are blank, or the quantity stated on the carton label is not the same 

quantity being packed within the carton, the contractor must notify Terri Skyrm @ Theresa.L.Skyrm@irs.gov to resolve the 

discrepancy prior to packing. 

In addition to a completed IRS Form 6153 being applied to each carton, contractor must securely affix a completed IRS carton 

label to all four sides of the stretch wrap and to the top of each pallet. In addition, the labels affixed to cartons on pallets must 

be facing out to be easily read, once palletized. 

 

Caution: In the event that cartons are mislabeled, incorrect carton labels and/or incorrect pallets are utilized, cartons are crushing, 

collapsing, or bursting due to the cartons not being packed per contract, labels are not securely affixed to the cartons/pallets or 

labels are affixed to the incorrect area of the cartons/pallets, cartons are not layered correctly on the pallets, pallets are not 

wrapped properly and securely, the shipment will either be returned to the contractor to be corrected/replaced or the contractor 

will be required to make the corrections/replacements on site, with all costs borne by the contractor. Contractor must make all 

corrections and/or replace all damaged materials within 24 hours of notification via email. If the corrections and or replacements 

are not completed by the contractor within 24 hours of notification, the Government will hire an outside vendor to make all 

corrections and/or replacements (except printed product contained within cartons) and the contractor will borne all costs incurred 

by the Government. 

4.4 COPIES DAMAGED IN TRANSIT: CONTRACTOR MUST REPLACE AND SHIP ALL COPIES DAMAGED IN 

TRANSIT WITHIN 24 HOURS OF DEFICIENCY NOTIFICATION, VIA OVERNIGHT DELIVERY. CONTRACTOR WILL 

BE NOTIFIED OF THE DEFICIENCY VIA EMAIL. CONTRACTOR WILL INCUR ALL CHARGES TO REPLACE AND 

SHIP DAMAGED COPIES. 

4.5 PALLETS: All shipments to a single destination weighing more than 750lbs., require pallets. Pallets must be type III and 

must conform to Federal Specifications NN-P-71C, and any amendments applicable except for dimensions and single center 

stringer. Pallets must be 48” in length, 40” in width, and must not exceed 5” in height. Full entry MUST be on the 40” width. See 

Exhibit 4. Strict adherence to these dimensions is necessary to accommodate storage requirements as well as ease of packing into 

freight carrier trailers. Cartons shall be stacked on pallets using a reverse layer pattern, 9 cartons per layer, with a maximum height 

of 55”, including pallet. Each carton contained on a pallet must show the completed IRS label (Form 6153) on the exposed 

side, once palletized. Cartons must be fastened securely to the pallet in a manner that will prevent movement during transit but 

permit ready removal, without damage to the cartons, at destinations. The use of metal strapping or pallet caps for securing 

material on pallets is strictly prohibited. 

NOTE: More than one partial pallet per destination is strictly prohibited. 

Bill of materials list: A list must be compiled detailing the items on each truck and the quantities per item. Each pallet must be 

identified on two sides with a minimum 3" high number in black. The number on the pallet must correspond to the number on the 

list. The list is to be on a bright color stock and inserted into a minimum 4 x 4" plastic sleeve or on white stock and inserted into a 

bright colored sleeve and affixed to the last pallet on each truck. 

DOUBLE-STACKING PALLETS WHEN LOADING INTO TRUCK/TRAILER FOR SHIPPING IS STRICTLY 

PROHIBITED. 

SECTION 5 – DISTRIBUTION: Approx. 451,640 (incl 200 Blue Labels) forms booklets in Spanish ship f.o.b. contractor city to 

Bloomington, IL. Complete address will be furnished on IRS Form 2040. 

All expenses incidental to picking up GPO government furnished materials, and 5 production samples to Lanham, Maryland, must 

be borne by the contractor. 

5.1 MOTOR FREIGHT (MF) Contractor’s City Shipments: Contractor must ship via Motor Freight when the total shipping 

weight to a single destination is 750lbs or more, unless otherwise instructed by the Government. All Motor Freight shipments will 

be completed by an Internal Revenue Bill of Lading. IRBL(s) will be furnished to the contractor electronically by the IRS Postal 

& Transport Policy Office. If an IRBL(s) is/are not provided at least seven (7) workdays prior to the shipment date, the contractor 

must notify Roy Murdoch @ 309-556-5076 or Roy.M.Murdoch@irs.gov, or Tamara Franklin @ 217-201-4303 or 

Tamara.M.Franklin@irs.gov immediately to make arrangements to receive IRBLs. The contractor will be required to complete 

information including but not limited to: total weight of shipment; number of cartons; number of pallets on the IRBL(s) prior to 

shipment. 
Page 7 of 11 Jacket 415-005 

The IRBL(s) will have designated carriers identified that provide special negotiated freight rates for IRS shipments. The 

contractor must not change the designated carrier(s) without prior written approval from the IRS. In the event the designated 

carrier(s) cannot be utilized, or if the contractor experiences a problem with the designated carrier, the contractor must 

immediately contact Roy Murdoch @ 309-556-5076 or Roy.M.Murdoch@irs.gov , or Tamara Franklin @ 217-201-4303 or 

Tamara.M.Franklin@irs.gov to obtain alternate carrier(s) authorization. NOTE: If the contractor uses a carrier other than the

designated carrier without prior written approval from the IRS, the contractor will be held responsible for any additional shipping 

costs incurred by the Government. 

Multiple Truckload Shipments: Whenever possible full truckloads should be utilized (e.g., use a full truckload and a partial 

truckload rather than two partial truckloads). The contractor will be provided multiple IRBLs for shipments to an individual 

destination exceeding a truckload. Only one bill of lading should be released for each truckload. 

The contractor is accountable to the IRS for all IRBL(s) furnished under this contract. Use of IRBLs for shipments not 

authorized by the IRS is strictly prohibited. 

Within three (3) workdays of shipping complete, the contractor must email IRBLs containing truckers’ signatures to 

Theresa.L.Skyrm@irs.gov. In addition, contractor must notify IRS of all unused IRBL numbers furnished under this contract. 

Notification of unused IRBL numbers must be emailed to Theresa.L.Skyrm@irs.gov. Any unused bills of lading must be 

destroyed by the contractor. 

5.2 AIR FREIGHT SHIPMENTS (if required): The contractor will be notified by the IRS if Air Freight Shipments are 

required. Air bills will be provided by the IRS for shipments weighing 500lbs or more to a single destination. 

The contractor must contact the designated air freight carrier to coordinate all air shipments and verify acceptance of pallets

and the maximum pallet weight is within that specific carrier’s allowable weight limit. 

5.3 DEPARTMENTAL RANDOM “BLUE LABEL” COPIES: The contractor MUST submit 200 departmental random copies 

at the completion of production to test for compliance against specifications. The contractor must divide their total quantity into 

equal sublots and select 1 copy from a different general area of each sublot. The contractor will be required to execute the 

"Certificate of Selection of Random Copies", furnished by GPO, certifying that copies were selected as directed. 

These randomly selected copies must be packed and identified by a special Government-furnished Blue label, affixed to each 

affected container. Additional labels, if needed, are to be reproduced by contractor on Blue stock. The container and its contents 

shall be recorded separately on all shipping documents and sent to Internal Revenue Service, National Distribution Center, 2525 

Revenue Drive, Bloomington, IL 61705-2500. Submit a copy of the SPECIFICATIONS and the signed Government-furnished 

"Certificate of Selection of Random Copies", along with the Departmental Random Copies. 

SECTION 6 – QUALITY ASSURANCE

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

specifications:

Product Quality Levels: 

(a) Printing Attributes -- Level III. 

(b) Finishing Attributes -- Level III. 

Inspection Levels (from ANSI/ASQC 21.4): 

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

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

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

 Attribute Specified Standard 

P-7. Type Quality and Uniformity Furnished electronic files 

P-8. Halftone Match (Single and Double Impression) Furnished electronic files 

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

SECTION 7-----PRODUCTION SAMPLES: 

Contractor must send 5 production samples per the schedule to: IRS, Room C6-446, Attention: Terri Skyrm, 5000 Ellin 
Page 8 of 11 Jacket 415-005 

Road, Lanham, MD 20706. NOTE: These copies are to be considered sample copies and WILL NOT be included in the 

quantity ordered and MUST NOT be included in the quantity billed. Shipping of these samples must be borne by the 

contractor and sent overnight by traceable means. In addition, contractor must NOT include these copies on IRS Forms 

2040 and 9659.

SECTION 8 – OFFERS (BIDS): 

 Offers must include the cost of all materials and operations for the total quantity ordered in accordance with these specifications. 

BILLING ADJUSTMENTS DUE TO SCHEDULED QUANTITY CHANGES (+ or -) AND THE SUBTRACTION OF 

UNDELIVERABLES WILL BE AT THE CONTRACTOR'S "ADDITIONAL RATE". Prices for these "ADDITIONAL 

RATES" submitted must be based on a continuing run and must be EXCLUSIVE of all preliminary charges and will not be a 

factor in determining award. 

Bidder MUST submit a price or NC (No Charge) for each line item in Sections 8.1, 8.2, and 8.3 on the following page. If an entry 

of NC is entered it shall be held the bidder intends to furnish those individual items at no charge to the Government. 

Transportation charges are NOT a factor in determining award. 

PAYMENT: Submitting invoices for payment via the GPO fax gateway (if no samples are required) utilizing the GPO 

barcode coversheet program application is the most efficient method of invoicing. 

Instruction for using this method can be found at the following web address: 

http://winapps.access.gpo.gov/fms/vouchers/barcode/instructions.html. 

Invoices may also be mailed to: U.S. Government Publishing Office, Office of Financial Management, Attn: Comptroller, 

Stop: FMCE, Washington, DC 20401. 

For more information about the billing process refer to the General Information of the Office of Finance web page 

located at https://www.gpo.gov/how-to-work-with-us/vendors/how-to-get-paid. 

Bidder must state in the bid, the location (city and state) of the plant(s) from which this product will be shipped. Award will

be made to the low responsible offeror whose offer is determined to be fair and reasonable. 

Bidder must fill out, initial/sign as indicated on pages 10 and 11 of these specifications. 

PREAWARD 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 at the contractor's/subcontractor's facility or to require 

other evidence of technical, production, managerial, financial, and similar abilities to perform, prior to the award of a 

contract. As part of the financial determination, the low contractor may be required to provide one or more of the following 

financial documents: 

1) Most recent profit and loss statement 

2) Most recent Balance Sheet 

3) Statement of cash flows 

4) Current official bank statement 

5) Current lines of credit (with amounts available) 

6) Letter of commitment from paper supplier(s) 

7) Letter of commitment from any subcontractor 

The documents will be reviewed to validate that adequate financial resources are available to perform the contract 

requirements. Documents submitted will be kept confidential, and used only for the determination of responsibility by the 

Government. Failure to provide the requested information in a timely manner may result in the Contracting Officer not 

having adequate information to reach an affirmative determination of responsibility. 

PAYMENT: Submitting invoices for payment via the GPO fax gateway (if no samples are required) utilizing the GPO 

barcode coversheet program application is the most efficient method of invoicing. 
Page 9 of 11 Jacket 415-005 

Instruction for using this method can be found at the following web address: 

http://winapps.access.gpo.gov/fms/vouchers/barcode/instructions.html. 

 

Invoices may also be mailed to: U.S. Government Publishing Office, Office of Financial Management, Attn: Comptroller, 

Stop: FMCE, Washington, DC 20401. 

For more information about the billing process refer to the General Information of the Office of Finance web page 

located at https://www.gpo.gov/how-to-work-with-us/vendors/how-to-get-paid. 

Bidder must state in the bid, the location (city and state) of the plant(s) from which this product will be shipped. Award will

be made to the low responsible offeror whose offer is determined to be fair and reasonable. 
Page 10 of 11 Jacket 415-005 

8.1 Printing and Binding approx. 451,640 (incl 200 blue labels) form booklets in Spanish requiring packing and sealing, 

addressing/labeling and marking, palletizing, staging and shipping approx. 1,188 cartons. 

. $_________________ 

8.2 Prices for Quantity Changes: The price submitted in 8.2 will increase/decrease the original Purchase Order price by the 

difference between the bid quantity and the final quantity ordered. 

 

 "ADD’L RATE" 

 

 Printing and Binding per l, 000 copies...$_______________ 

 

8.3 Addressing/labeling and marking, packing and sealing, palletizing, etc.: Price submitted in 8.3 will increase/decrease the 

original Purchase Order price by the difference between the number of approximate cartons stated in the bid quantity and the 

number of cartons utilized based on the final quantity 

per carton $__________ 

8.4 Company name, address, contact name and telephone number, and production function of subcontractor(s), if any, who will 

perform on this contract. 

_________________________________________________________________________________________________ 

_________________________________________________________________________________________________ 

8.5 Location of shipping point/staging area: 

City___________________________________________________ State_____________ Zip Code________________. 

 

8.6 Name of Contact person: _________________________ Phone Number: ____________ FAX Number: ____________ 

Email address (required)___________________________________________________. 

8.7 At the same time invoice and associated documentation is submitted to GPO for payment, contractor MUST email a 

copy to Theresa.L.Skyrm@irs.gov. 

 _____________ 

 INITIALS 
Page 11 of 11 Jacket 415-005 

JACKET NUMBER: 415-005 BID PRICE: $________________________ 

DISCOUNTS: Discounts are offered for payment as follows: __________Percent, ________ calendar days. 

See Article 12 “Discount” of solicitation Provision in GPO Contract Terms (Publication 310.2). 

AMENDMENT(S): Bidder hereby acknowledges amendment(s) number(ed) _______________ 

BID ACCEPTANCE PERIOD: In compliance with the above, the undersigned agree, if this bid is accepted 

 

Within______calendar days (60 calendar days unless a different period is inserted by the bidder) from the date for receipt of bids, 

to furnish the specified items at the price set opposite each item, delivered at the designated points(s), in exact accordance with 

specifications. 

NOTE: Failure to provide a 60 day bid acceptance period may result in expiration of the bid prior to award. 

BIDDER’S NAME AND SIGNATURE: Unless specific written exception is taken, the bidder, by signing and submitting 

a bid, agrees with and accepts responsibility for all certifications and representations as required by the solicitation and GPO 

Contract Terms - Publication 310.2. When responding by fax or mail, fill out and return one copy. 

Bidder 

(Contractor Name) (GPO Contractor’s Code) 

 (Street Address) 

 (City – State – Zip Code) 

By 

(Printed Name, and Title of Person Authorized to Sign this Bid) 

(Signature) (Date) 

(Telephone Number) (Email) 

 Contracting Officer Review: __________ Date: __________ Certifier: __________ Date: ____________ 

 (Initials) (Initials) 
Jacket: 415‐005

Title:

Agency: Department of the Treasury

Bid Opening: December 28, 2020 at 11:00am

Bid Terms Discounted Total

$33,000.00 3.0% 20 days $32,010.00

$32,976.00 2.0% 20 days $32,316.48

$35,449.00 2.0% 20 days $34,740.02

$36,442.00 0.0% 30 days $36,442.00

$37,973.00 2.00% 20 days $37,213.54

$39,051.00 2.0% 21 days $38,269.98

$49,681.00 2.0% 21 days $48,687.38

$50,208.00 0.0% 30 days $50,208.00

Speciality Print Communication

Monarch Litho

LSC Communications

Alcom Printing Group

Cenveo St. Louis

Forms Booklets 1040 & 1040‐SR (SP) (2020 rev)‐‐‐Bulk Ship

Colonial Press Int'l

Contractor Name

Gray Graphics

NPC Inc.