Intake/Interview & Quality Review Sheet

Location:	Federal
Posted:	Aug 14, 2026
Due:	Aug 28, 2026
Agency:	U.S. Government Publishing Office
Type of Government:	State & Local
Category:	U - Education and Training Services
Publication URL:	To access bid details, please log in.

Program/Jacket Number: 451697
Title: Intake/Interview & Quality Review Sheet
Bid Opening Date: August 28, 2026
Contract Type: One-Time Bid
Scope: PRODUCT: Folded Form
QUALITY LEVEL: III Quality Assurance Through Attributes (GPO Publication 310.1, effective May 1979 (Rev. 09-19)) applies.
QUANTITY: 2,000,205 copies plus 50 QARCS
PAGES: Face and Back
TRIM SIZE: 11 x 25-1/2" (flat); 11 x 8-1/2" (folded)
DESCRIPTION:
Form prints type, rule, and screen matter in black ink on the face and back.
NOTE: Forms MUST be printed via offset printing. Digital printing, direct imaging (toner), and inkjet printing are NOT acceptable.

Quantity: 2,000,205 plus 50 QARCS
Ship/Deliver Date: October 23, 2026
Files: 451697

Attachment Preview

Specifications by DB

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Reviewed by JB

Jacket 451-697

IRS (4830-62)

Req 6-03796

BID OPENING:

Bids shall be opened virtually at 11:00 AM, Eastern Time (ET), on August 28, 2026 at the U.S. Government Publishing

Office. All parties interested in attending the bid opening shall email bids@gpo.gov one (1) hour prior to the bid

opening date and time to request a Microsoft Teams live stream link. This must be a separate email from the bid

submission. The link will be emailed prior to the bid opening.

BID SUBMISSION:

Bidders MUST email bids to bids@gpo.gov for this solicitation. No other method of bid submission will be

accepted at this time. The Jacket number (451-697) and bid opening date (August 28, 2026) must be specified in

the subject line of the emailed bid submission. Bids received after the bid opening time/date specified above will

not be considered for award.

ISSUE DATE: August 14, 2026.

ANY QUESTIONS BEFORE AWARD CONCERNING THESE SPECIFICATIONS, CALL (214) 767-

0451, EXT. 4 (Deborah Buckey).

SPECIFICATIONS

U.S. GOVERNEMNT PUBLISHING OFFICE

Government Publishing & Print Procurement

Purchase Division

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 (Rev. 09-19)).

PRODUCT: Folded Form

TITLE: Intake/Interview & Quality Review Sheet

FORM NO: F13614-C (Rev. 10-2026) Cat #52121E

QUALITY LEVEL: III Quality Assurance Through Attributes (GPO Publication 310.1, effective May 1979 (Rev.

09-19)) applies.

QUANTITY: 2,000,205 copies plus 50 QARCS

PAGES: Face and Back

TRIM SIZE: 11 x 25-1/2" (flat); 11 x 8-1/2" (folded)

DESCRIPTION:

Form prints type, rule, and screen matter in black ink on the face and back.

NOTE: Forms MUST be printed via offset printing. Digital printing, direct imaging (toner), and inkjet printing are

NOT acceptable.

GOVERNMENT TO FURNISH:

- Purchase Order will be emailed to the contractor upon award.

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Jacket 451-697

- Print file and page layout guide (see "ELECTRONIC MEDIA") will be emailed to the contractor.

- IRS carton shipping label (Form 6153) to be completed electronically will be furnished by IRS via e-mail after award

(in a ZIP file with Form 2040)***. See "PACKING/LABELING" for additional labeling instructions.

- IRS Form 2040 in a fillable PDF file format will be furnished by IRS via e-mail after award (in a ZIP file with IRS

Carton Shipping Labels) ***.

*** Contractor is required to have Adobe Acrobat 7.0 Professional (or more recent) software (not Adobe Reader)

and the capability to receive via email and open file attachments compressed into a WinZip (.zip) file format.

NOTE: Contractor must notify agency of quantity per carton, piece weight, and carton weight via email to Erika Bryant

(Erika.J.Bryant@irs.gov) and Deborah Buckey (dbuckey@gpo.gov). Agency will email the 2040/carton label

upon receipt of this information from the contractor.

The contractor is required to complete and email IRS Form 2040 daily to the IRS when shipping to the NDC begins.

Any delay or missed input could result in delay of payment. IRS Form 2040 is in a fillable PDF file format. The

majority of the information in the form will be filled in by the IRS prior to being sent to the contractor. The contractor

is responsible for the verification and correctness of information supplied back to IRS. Contractor must read

instructions furnished with IRS Form 2040 which instructs the contractor on how to complete and submit the

form. Please contact Erika Bryant (Erika.J.Bryant@irs.gov) for any questions or if there is any missing or incorrect

information.

********************************************************************

ELECTRONIC MEDIA:

- PLATFORM: Unknown

- SOFTWARE: ADDITIONAL SYSTEM TIME IS REQUIRED. One PDF file will be provided.

NOTES:

1) File is set up as 6 individual pages. PDF pages 1 through 5 are set up landscape on 11 x 8-1/2" page size. PDF page

6 is setup portrait on 8-1/2 x 11”-page size.

2) Contractor to create page layout to image as specified. A jpg page layout guide will be furnished upon award.

3) When viewing page 1 (F13614-C) as right reading and then unfolding the form, page 2 will be at the top (on back

of page 1), page 3 will be below page 2 on the 11 x 25-1/2" form.

4) When viewing page 1 (F13614-C) as right reading on the unfolded 11 x 25-1/2" form, page 4 is above page 1,

with the page 4 header (F15080) on the right.

5) Rules at the head and foot of panels 1/2 and panels 4/5 must register.

- COLORS: Identified as Black.

- FONTS: All fonts are Embedded and/or Embedded Subset.

- OUTPUT: 150 line screen for all screen matter / 1200 dpi or higher for remainder.

NOTE: GPO Imprint does NOT print on this order!

ADDITIONAL INFORMATION:

- Contractor must have the ability to edit PDF files (when furnished by the Government).

- Contractor is not to request that electronic files provided be converted to a different format. If contractor wishes to

convert files into a different format, the final output must be of the same or higher quality and at no additional cost to

the Government.

- The contractor is cautioned that 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.

- Identification markings such as register marks, commercial identification marks of any kind, etc., including GPO

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Jacket 451-697

imprint (with jacket number and revision date), carried in the electronic files, must not print on the finished product.

- Prior to image processing, the contractor shall perform a basic check (preflight) of the furnished media and

publishing files to assure correct output of the required reproduction image. Any errors, media damage or data

corruption that might interfere with proper file image processing must be reported to your contract administrator.

- The contractor shall create/alter any 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.

- When PostScript Files are not furnished - prior to making revisions, the contractor shall copy the furnished files and

make all changes to the copy.

- Upon completion of this order, the contractor must furnish final production native application files (digital

deliverables) and one "press quality" PDF file with the furnished media. Storage media must be MAC/PC compatible.

The digital deliverables must be an exact representation of the final product and shall be returned on the same type of

storage media as was originally furnished. The Government will not accept, as digital deliverables, any proprietary

file formats other than those supplied, unless specified by the Government.

STOCK: 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.

JCP Code A63, Uncoated Canary Text, Basis Size 25 X 38", Basis Weight 50#

--or at Contractor's Option--

JCP Code D10, Canary Writing, Basis Size 17 X 22", Basis Weight 20# NOTE:

Contractor must print on canary stock. Surface tinting is not acceptable.

INK: Black

MARGINS:

Follow file setup* - inadequate (less than 1/4") gripper. *See "ELECTRONIC MEDIA" for additional information.

PROOFS: Deliver the following proofs(*) to the agency on or before September 25, 2026. NOTE: On the day

of shipping proofs, contractor MUST email the proof tracking number to Erika Bryant (Erika.J.Bryant@irs.gov)

and cc Deborah Buckey (dbuckey@gpo.gov).

Contractor is responsible for all costs incurred in the delivery of proofs. Contractor will receive proof

approval/disapproval via email from the agency not longer than 5 workdays after date of proof receipt by the

Government**.

**NOTE: The date of receipt by the Government is NOT considered the first workday.

Contractor furnished proof approval letters will not be recognized for proof approval/disapproval. Only

GPO generated proof letters will be recognized for proof approval/disapproval. Contractor must not print prior to

receipt of an "OK to print" via email.

(*) PAPER SAMPLE: At the same time as submission of the proofs, contractor must submit one 8-1/2 x

11" unprinted PAPER SAMPLE of the actual paper to be used in the production of the contract requirements.

The sample must be of the kind and quality required by the specifications. The Government will rely on the

sample only as a reference to the general appearance of the stock that will be provided by the contractor in

conformance to the specifications. The Government assumes no contractual obligation to perform any inspection

and test for the benefit of the contractor. The Government's failure to inspect and accept or reject the paper samples

shall not relieve the contractor from responsibility, nor impose liability on the Government, for nonconforming paper.

(*) CONTENT PROOF: Two*** complete digital CONTENT proofs created using the same Raster Image

Processor (RIP) that will be used to produce the product. Proof shall be collated with all elements in proper position

(not pasted up), imaged face and back, trimmed and folded to the finished size/format of the product.

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Jacket 451-697

***NOTE: Two proofs are required - one proof will be sent to the agency, and one proof will be held at

the contractor's plant. Proof will not be returned to the contractor.

CONTRACTOR TO FURNISH: All materials and operations, other than those listed under "Government

to Furnish," necessary to produce the product(s) in accordance with these specifications.

Contractor must notify agency of quantity per carton, piece weight, and carton weight via email to Erika Bryant

(Erika.J.Bryant@irs.gov) and cc Deborah Buckey (dbuckey@gpo.gov). Agency will email the 2040/carton

label upon receipt of this information from the contractor.

TRIMMING/FOLDING: Trim 4 sides. Fold from 11 x 25-1/2" to 11 x 8-1/2" with page 1 (F13614-C) out using

two parallel wraparound folds along the entire 11” dimension at 8-1/2” from the top/bottom edge.

PACKING/LABELING: Shrink-wrap in units of 100 copies per package. NDC bulk shipment must be packed in

UNIFORM quantities per carton*. *Contractor must NOT deviate from the specified quantity.

All cartons must be packed solid with a maximum weight of 32 lbs. per carton. Pack solid in corrugated or solid fiber

shipping containers, bursting strength: 200p.s.i, minimum. Carton bottoms may be glued, stapled, or sealed with

polyester tape (2 to 3 inches width, not reinforced), minimum 12kNm (65 lbs./inch) traverse tensile strength. If stapled,

the cartons may only be stapled on the bottom and/or side; no staples are to be used on top. Cartons are to be sealed

at the top with paper or polyester tape (2 to 3 inches width, not reinforced). Contractor will determine exact

dimensions of carton in accordance with folded and/or trim size and weight of the product produced. Cartons must not

exceed 17-1/2" (L) x 11-1/2" (W) x 9" (D) in exterior dimensions. NOTE: Packing peanuts/beads are not acceptable

carton fillers.

*In some cases, there may be one carton with an odd quantity due to the quantity packed per carton not dividing equally

in the quantity ordered. The label for that single carton MUST be labeled accurately with the carton quantity (see

CARTON LABELING for electronically correcting label quantity). Place that odd carton at the top of the load.

CARTON LABELING: Contractor must reproduce shipping carton label at 100% on white paper from furnished

PDF file, fill in appropriate fields and securely attach one label to each carton. NOTE: Carton labels contain

barcodes; therefore, dot matrix printing is NOT acceptable.

NOTE: "BLUE LABEL" COPIES ARE REQUIRED. DO NOT AFFIX THE IRS CARTON LABEL TO THE

"BLUE LABEL" COPIES.

All cartons (with the exception of the blue labels) must have IRS Shipping label affixed to one carton end only

(never top, long side, or bottom). On cartons shipped via small package carrier (SPC), affix the SPC label on top of

carton on the end nearest to IRS label. On small package carrier (SPC) boxes/envelopes, the IRS label is to be

affixed to the top of each package and the SPC shipping label to the reverse side of the package (this includes

advance distributions and IRS samples). All shipments to IRS National Distribution Center via SPC are to leave

"To (Consignee) Address" field blank. Correct labeling of shipping cartons, in strict accordance with the

requirements of these specifications, is essential to the identification, distribution and warehousing activities of the

IRS. Use of any other label is prohibited and may be cause for rejection of reimbursement for any expenses incurred to

correct use of improper labels.

The following must be updated ELECTRONICALLY by the contractor, when not entered by IRS on the PDF label using

Adobe Acrobat 7.0. DO NOT MAKE HAND-WRITTEN UPDATES TO THE LABEL UNDER ANY

CIRCUMSTANCES.

--Carton # of #

--From Address

--To Address

--Carton Quantity

NOTE: Contractor must email a PDF proof of a completed label for copies shipping to the NDC. The email must be sent

to Erika Bryant (Erika.J.Bryant@irs.gov) and cc Deborah Buckey (dbuckey@gpo.gov) at least two days prior to

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Jacket 451-697

reproducing labels/carton labeling for inspection and approval of the title, product number, requisition number, and

quantity match to barcode.

FAILURE OF THE CONTRACTOR TO COMPLETE THE PDF LABEL ELECTRONICALLY WILL RESULT IN

THE SHIPMENT BEING REJECTED AND RE-LABELED AT THE CONTRACTOR'S EXPENSE.

If a "0" is pre-filled in on the furnished PDF label, then contractor MUST change the "0" to reflect actual quantity

inside cartons. Contractor must ensure that all cartons have the same quantity. The carton count field in the PDF file

is directly linked to the barcode field; therefore, the contractor must press "enter" or "tab" after entering the quantity

in order for the quantity to be reflected in the barcode. All changes to the carton count field MUST be made in the

electronic label (not hand filled in) to whatever the true carton quantity is so that it is reflected on the label in both the

quantity and barcode fields. NOTE: In the case of one carton with an odd quantity due to the quantity packed per

carton not dividing equally into the quantity ordered, the label for that single carton must also be updated electronically

to reflect the true quantity per carton.

Automated "Carton # of #" fields: To print the correct number of labels for each address with sequential carton

numbers, input in the total number of cartons and press "Print Labels" button. Warning: Once the print button is

pressed, printing cannot be canceled. Be sure all information is correct prior to printing labels.

PALLETS: All motor freight shipments require pallets.

Pallets for IRS consignments: Pallets must be type III and must conform to the Federal Specifications NN-P-71C, and

any amendments thereto except for dimensions and single center stringer (see Exhibit 1 "IRS Pallet Specifications"

sheet). Pallets must be 48" in length and 40" in width and must not exceed 5" in height. Full entry MUST be on the

40" width. Strict adherence to these dimensions is necessary to accommodate storage requirements of IRS National

Distribution Center. Receipt of incorrect pallets may result in a charge for each incorrect pallet, which will be assessed

against the contractor. This charge will cover additional costs incurred by IRS to repalletize the shipment onto correct

pallets.

PALLETIZING: Cartons shall be stacked on pallets using a reverse layer pattern, 9 cartons per layer, with a maximum

height of 55", including pallet or a maximum of 7 layers (see Exhibit 1 "IRS Pallet Specifications" sheet for the 9 tier

stacking method). 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 destination. Do not use metal strapping or pallet

caps for securing material on pallets. There must be no more than one partial pallet per destination.

PACKAGING AND PACKING PROBLEMS: In addition to other inspection procedures detailed elsewhere in these

specifications, the contractor is responsible for correcting all packaging and packing problems (i.e., mislabeled cartons,

IRS carton labels not being used or securely attached, cartons not being packed solid, incorrect pallets, or pallets not

being layered right). The delivery will either be returned to the contractor to be corrected, or the contractor may be

billed by GPO for the amount that is accrued in fixing the problem by an outside vendor.

"Mislabeling" means any error on the carton label, which incorrectly states or identifies the title of the form; the form

identification number; or the quantity of forms contained in the carton, or has any missing information, or is not

securely attached.

SCHEDULE:

Purchase Order will be emailed to the contractor on or before September 8, 2026.

Print files will be emailed to the contractor on or before September 18, 2026.

Deliver proofs on or before September 25, 2026.

F.O.B. Contractor's City:

-Ship 5 copies (IRS samples) to one address on or before October 23, 2026 - see "DISTRIBUTION" for complete

address.

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

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Intake/Interview & Quality Review Sheet

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