W-2, 1099 Statements: 12 order per year

Location: Federal
Posted: Sep 2, 2026
Due: Sep 10, 2026
Agency: U.S. Government Publishing Office
Type of Government: State & Local
Category:
  • Q - Medical Services
Publication URL: To access bid details, please log in.

Program/Jacket Number: 5517-S
Title: W-2, 1099 Statements: 12 order per year
Bid Opening Date: September 10, 2026
Contract Type: Term Contract
Scope: These specifications cover the production of mailers, each consisting of a statement and a mailing envelope, requiring such operations as: secure pickup of furnished materials, electronic prepress, printing/variable data imaging of senstive information in a secure production environment, binding, folding, construction, inserting and distribution.
Quantity: W-2, 1099 Statements: Approximately 60,000 copies per order.
Files: 5517S

Attachment Preview

Program 5517-S
Specifications by: tf
Reviewed by:
Page 1 of 21
U.S. GOVERNMENT PUBLISHING OFFICE
Government Publishing & Print Procurement
GENERAL TERMS, CONDITIONS, AND SPECIFICATIONS
For the Procurement of
W-2, 1099 Statements
as requisitioned from the U.S. Government Publishing Office (GPO) by the
U.S. Coast Guard
Single Award
TERM OF CONTRACT: The term of this contract is for the period beginning October 1, 2026 and ending September
30, 2027, plus up to four (4) 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.
BID OPENING: Bids shall be opened virtually at 11:00 a.m., Eastern Time (ET), on September 10 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 program number and bid opening date must be specified in the subject line of the
emailed bid submission. Bids received after the bid opening date and time specified above will not be considered for
award.
BIDDERS, PLEASE NOTE: These specifications have been extensively revised; therefore, all bidders are cautioned to
familiarize themselves with all provisions of these specifications before bidding.
Abstracts of contract prices are available at: https://www.gpo.gov/how-to-work-with-us/vendors/contract-pricing.
ADDITIONAL EMAILED BID SUBMISSION PROVISIONS: The Government will not be responsible for any
failure attributable to the transmission or receipt of the emailed bid including, but not limited to, the following –
1. Illegibility of bid.
2. Emails over 75 MB may not be received by GPO due to size limitations for receiving emails.
3. The bidder’s email provider may have different size limitations for sending email; however, bidders are advised not to
exceed GPO’s stated limit.
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 emailed bid prior to bid opening. GPO will use the prevailing time (specified as
the local time zone) and the exact time that the email is received by GPO’s email server as the official time stamp for bid
receipt at the specified location. For information of a technical nature, contact Thomas Ferguson at (312) 353-5783 or
email tferguson@gpo.gov
W-2, 1099 Statements
5517-S
Page 2 of 21
SECTION l. 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. 1-18) and GPO Contract Terms, Quality Assurance Through Attributes Program for Printing and Binding
(GPO Publication 310.1, effective May 1979 (revised September 2019).
Contract Terms, Forms and Standards information for contractors can be found on the GPO website at
http://www.gpo.gov/how-to-work-with-us/vendors/programs-for-vendors. The Contract Terms publication noted above
can be downloaded at http://www.gpo.gov/docs/default-source/forms-and-standards-files-for-vendors/qatap.pdf.
QUALITY ASSURANCE LEVELS AND STANDARDS: The following levels and standards shall apply to these
specifications:
Product Quality Levels:
(a) Printing Attributes — Level IV.
(b) Finishing Attributes — Level IV.
Inspection Levels from ANSI/ASQC Z1.4:
(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
O.K. Proofs/Average type dimension
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 contractor in line for award 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 the time specified by the Government may result in the
Contracting Officer not having adequate information to reach an affirmative determination of responsibility.
PRODUCTION PLANS: The contractor shall present, in writing, to the Contracting Officer within two (2) workdays of
being notified to do so by the Contracting Officer or his/her representative, detailed plans for each of the following
activities. The workday after notification to submit will be the first day of the schedule. If the Government requests
additional information after review of plans, the contractor must submit updated plans within two (2) workdays of request.
THESE PROPOSED PLANS ARE SUBJECT TO REVIEW AND APPROVAL BY THE GOVERNMENT AND
AWARD WILL NOT BE MADE PRIOR TO APPROVAL OF SAME. THE GOVERNMENT RESERVES THE
RIGHT TO WAIVE SOME OR ALL OF THESE PLANS.
W-2, 1099 Statements
Page 3 of 21
5517-S
Backup Facility – The failure to deliver the products required under this specification in a timely manner would have an
impact on the daily operations of USCG. Therefore, if for any reason(s) (act of God, labor disagreements, etc.) the
contractor is unable to perform at said locations for a period longer than five (5) workdays, contractor must have a backup
facility with the capability of producing the products required under this specification.
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, and a timetable
for the start of production at that facility. Part of the plan must also include the transportation of Government materials
from one facility to another.
NOTE: All terms and conditions of this contract will apply to the backup facility.
Quality Control Plan – The contractor shall provide and maintain, within their own organization, an independent quality
assurance organization of sufficient size and expertise to 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 specified herein are met. The contractor shall 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 shall 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. Furthermore, the plan must include the names of all quality assurance officials and describe their duties in
relationship to the quality control plan.
The quality control plan must account for the number of pieces mailed daily, cover the security over the postage meters,
and the security of the controls for the setting of the meters.
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, provide for back-up and re-running in the event of
an unsatisfactory sample, and contain control systems that will detect defective, missing, or mutilated pieces.
The plan shall detail the actions to be taken by the contractor when either 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 shall monitor all aspects of the job, including material handling and mail flow, to assure that the production and
delivery of these statements 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.
The contractor must maintain quality control samples, inspection reports, and records for a period of no less than 120
calendar days subsequent to the date of the check tendered for final payment by the Government Publishing Office. 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 System (Secure Network) Plan – To meet functional and assurance requirements, the security features of the
computer network environment must provide for managerial, operational and technical controls.
Included with the Computer System Plan shall 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(s) plans to use a consultant for
either task, a resume must still be included.
The operating security features of the system must have the following minimum requirements:
W-2, 1099 Statements
Page 4 of 21
5517-S
Security Policy. Access to data is provided on a need-to-know basis, universal access is not granted. Contractor
must define allowed users and rules of access. All computer monitors are password protected with a “strong”
password. All passwords must expire and must be reset on a regular basis. Data must be stored on the main frame
and can only be accessed by authorized personnel.
Accountability. Computer systems must be secured from unauthorized access. All security features (audit trails,
identification/authentication) must be available and activated to prevent unauthorized access to PII information.
Connection of non-approved devices to any workstation is prohibited. No user is permitted to install software on
either a server or their desktop, preventing any reconstruction software from being installed. The policy should
also provide for clearance of all protected information on objects before they are allocated out of or into the
system, i.e., object reuse.
Assurance. Access controls, audit logs and other security features must be implemented and working. The
security system should be tested annually to assure it is functioning correctly. Contractor must have software to
generate reports, or equivalent procedures.
Documentation. Test documentation should be readily available that describes how and what mechanisms were
tested and the results. Design documentation may also be required, along with a user’s guide and facility manual.
Encryption. Bitlocker Drive Encryption or similar is required. Additional enterprise server-based encryption
measures may be implemented. Encryption measures should include all laptops or computers that will be removed
from the facility.
Web Accessible File Sharing. There shall be no dialup or broadband support for web accessible file sharing
without documented review and approval by the agency.
Backup. Contractor must provide full backup capability for continuous production of the final product as required
in these specifications.
Mail Plan – This plan should include sufficient detail as to how the contractor will comply with all applicable U.S. Postal
Service (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.
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 – 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 be given 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.
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:
W-2, 1099 Statements
Page 5 of 21
5517-S
(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 Plan – How all accountable materials will be handled throughout all phases of production.
Production Area Plan – The contractor must provide a secure area(s) dedicated to the processing and storage of data for
the statements, 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) shall be limited to security-trained employees involved in the production of these
statements.
Part of the Production Area Plan shall include a floor plan detailing the area(s) to be used, showing existing walls,
equipment to be used, and the printing and finishing locations.
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 area plan.
Disposal of Waste Materials Plan – The contractor is required to demonstrate how all waste materials used in the
production of sensitive USCG records will be definitively destroyed (ex., burning, pulping, shredding, macerating, or
other suitable similar means). Electronic Records must be definitively destroyed in a manner that prevents reconstruction.
Definitively destroying the records means the material cannot be reassembled and used in an inappropriate manner in
violation of law and regulations. Sensitive records are records that are national security classified or exempted from
disclosure by statue, including the Privacy Act or regulation.
The contractor, at a minimum, must crosscut 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.
The contractor must specify the method planned to dispose of the material.
POSTAWARD CONFERENCE: At the Government’s option, immediately after award a postaward conference with
contractor representative(s) may be held via telephone conference to discuss the requirements of the contract.
NOTE: Person(s) that the contractor deems necessary for the successful implementation of the contract must be in
attendance.
GOVERNMENT IN-PLANT INSPECTIONS: The Government shall have the right to send its officers and employees
into the offices and plants of the contractor for inspection of the facilities and operations provided for the performance of
any work under this contract. On the basis of such inspection, the Contracting Officer may require specific measures in
cases where the contractor is found to be noncompliant with contract safeguards.
OPTION TO EXTEND THE CONTRACT TERM (OPTION YEARS): 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 5 years 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 periodic pricing revision.
EXTENSION OF CONTRACT: 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).
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.
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