Jacket 451-829: Form 1041-ES (OCR) (2026) Payment Vouchers; Jacket 451-830: Form 1040-ES/V (OCR) (2026) Payment Vouchers

Specifications by TB Strapped Jackets 451-829 & 451-830
Page 1 of 50 IRS (4830-62) Reqs. 6-03784 & 6-00958
Reviewed by JB
BID OPENING: Bids shall be opened virtually at 11:00 am, Eastern Time (ET), on September 17, 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.
STRAPPED JACKETS: THESE TWO JACKETS WILL BE AWARDED TOGETHER BASED ON THE
LOWEST TOTAL COST. HOWEVER FOR BUDGETARY PURPOSES, CONTRACTOR MUST PROVIDE AN
INDIVIDUAL BID PRICE FOR EACH JACKET AND THEN A TOTAL BID COST.
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 Numbers 451-829 & 451-830 and bid opening date (September
17, 2026) 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.
BID RESTRICTION: Bidders MUST have an IRS pre-approved security clearance at the bidder's physical
location(s) will be used in the production of products for this contract. NOTE: If bidder does not have these
requirements completed prior to the bid opening date, the bidder will be declared non-responsible.
ISSUE DATE: September 10, 2026
ANY QUESTIONS BEFORE AWARD CONCERNING THESE SPECIFICATIONS, CALL (214)767-0451, x8
(Tom Bacon).
SPECIFICATIONS
U.S. Government Publishing Office (GPO)
Purchase Division
All the requirements of these specifications apply equally to all items unless otherwise indicated.
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)).
SCOPE: These specifications cover the production of tax packages (consisting of tax payment vouchers,
instruction booklets, return envelopes, and a mailout envelope) requiring such operations as electronic prepress,
printing/variable imaging, binding/construction, inserting, and mailing.
FORM NO/TITLE:
Jacket 451-829: Form 1041-ES (OCR) (2026) Payment Vouchers
Jacket 451-830: Form 1040-ES/V (OCR) (2026) Payment Vouchers
QUALITY LEVEL: III Quality Assurance Through Attributes (GPO Publication 310.1, effective May 1979 (Rev.
09-19)) applies.
QUANTITY:
Jacket 451-829: Approximately 800,000* Packages
Jacket 451-830: Approximately 750,000* Packages

Page 2 of 50 Jacket 451-829/830
*Final quantity and address files will be furnished on or about December 18, 2026.
For the final quantity, the Government may submit increases or decreases of up to 25% of the final quantities.
These quantity adjustments may be made by email and will be the final quantity prior to deducting the
NCOALINK undeliverables. (See requirements specified herein.) These adjustments will not change the
scheduled dates for turnover to USPS.
If no quantity changes have been received by this date, the bid quantity will stand as the final contract quantity.
Any adjustments in quantity and price will be based on the contractor's additional rate and will be addressed in a
Contract Modification.
No shortages or overruns will be allowed.
PAGES:
Jacket 451-829: Form 1041-ES (OCR) -
1041-ES (OCR) Tax Payment Voucher: 2-page - face only.
1041-ES (OCR) Instruction Booklet: Four (4) pages.
1041-ES (OCR) Return Envelope: Face and back (after construction).
Mailout Envelope: Face and back (after construction).
There are four (4) 1041-ES common return envelopes to a package.
Jacket 451-830: Form 1040-ES/V (OCR) -
1040-ES (OCR) Tax Payment Voucher: 2 pages.
1040-V (OCR) Tax Payment Voucher and Instructions: 2 pages.
1040-ES (OCR) Instruction Booklet: Sixteen (16) pages.
1040-ES (OCR) Return Envelope: Face and back (after construction).
1040-V (OCR) Extended-Flap Return Envelope: Face and back (after construction).
Mailout Envelope: Face and back (after construction).
There are four (4) common 1040-ES return envelopes to a package.
There are seven (7) different 1040-V extended-flap return envelopes but only one to a package. Data files will
indicate which envelope to use.
TRIM SIZES:
Jacket 451-829:
1041-ES (OCR) Tax Payment Voucher: 8 x 12" to 8-1/2 x 17".
1041-ES (OCR) Instruction Booklet: 8 to 8-1/2 x 10-7/8". (At contractor's option, the 10-7/8" dimension can be
up to 11").
1041-ES Return Envelope: 3-5/8 x 8-1/2" - plus flap (with covered window).
Mailout Envelope: Must not exceed 6-1/8 x 9-3/4" - plus flap (with covered window).
Jacket 451-830:
1040-ES (OCR) Tax Payment Voucher Sheet: 8 x 12" to 8-1/2 x 17".
1040-V (OCR) Payment Voucher and Instructions: 8 x 12" to 8-1/2 x 17".
1040-ES (OCR) Instruction Booklet: 8 to 8-1/2 x 10-7/8". (At contractor's option, the 10-7/8" dimension can be
up to 11").

Page 3 of 50 Jacket 451-829/830
1040-ES Return Envelope: 3-5/8 x 8-1/2" - plus flap (with covered window).
1040-V Extended-Flap Return Envelope: 4-1/4 x 9" - plus extended flap.
Mailout Envelope: Must not exceed 6-1/8 x 9-3/4" - plus flap (with covered window).
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.
Government Paper Specification Standards No. 13 - https://www.gpo.gov/docs/default-source/forms-and-standards-
files-for-vendors/vol_13.pdf.
Strict adherence to the following ruling and writing qualities must be observed for the specified stocks.
All text paper used in each copy must be of a uniform shade.
Jacket 451-829:
1041-ES (OCR) Tax Payment Voucher -
White Optical Character Recognition (OCR) Bond, basis weight: 24 lbs. per 500 sheets, 17 x 22", equal to JCP Code
O-25.
1041-ES (OCR) Instruction Booklet -
White Bond, basis weight: 20 lbs. per 500 sheets, 17 x 22", equal to JCP Code G10; or, White Writing, basis weight:
20 lbs. per 500 sheets, 17 x 22", equal to JCP Code D10; or, White Uncoated Text, basis weight: 50 lbs. per 500
sheets, 25 x 38", equal to JCP Code A60; or, White Optical Character Recognition (OCR) Bond, basis weight: 24
lbs. per 500 sheets, 17 x 22", equal to JCP Code O-25; or, White/Natural (MUST be light shade) Newsprint, basis
weight: 27.7 or 30 lbs. per 500 sheets, 24 x 36", equal to JCP Code A15.
ALL Envelopes -
White Writing Envelope, basis weight: 24 lbs. per 500 sheets, 17 x 22", equal to JCP Code V20.
Jacket 451-830:
1040-ES/V (OCR) Tax Payment Voucher -
White Optical Character Recognition (OCR) Bond, basis weight: 24 lbs. per 500 sheets, 17 x 22", equal to JCP Code
O-25.
1040-ES (OCR) Instruction Booklet -
White Bond, basis weight: 20 lbs. per 500 sheets, 17 x 22", equal to JCP Code G10; or, White Writing, basis weight:
20 lbs. per 500 sheets, 17 x 22", equal to JCP Code D10; or, White Uncoated Text, basis weight: 50 lbs. per 500
sheets, 25 x 38", equal to JCP Code A60; or, White Optical Character Recognition (OCR) Bond, basis weight: 24
lbs. per 500 sheets, 17 x 22", equal to JCP Code O-25; or, White/Natural (MUST be light shade) Newsprint, basis
weight: 27.7 or 30 lbs. per 500 sheets, 24 x 36", equal to JCP Code A15.
ALL Envelopes -
White Writing Envelope, basis weight: 24 lbs. per 500 sheets, 17 x 22", equal to JCP Code V20.
PRINTING/VARIABLE IMAGING:
Jacket 451-829:
1041-ES (OCR) Tax Payment Voucher - Print face only in black ink and one Pantone ink (TBD). Printing consists
of text and line matter. Image face and back in black only. Imaging consists of text matter (name/address), carrier
route endorsement, OCR scanline, and barcodes - including a 2D barcode. (See "IMAGING REQUIREMENTS.")
Vouchers print/image four-up to a sheet. Each voucher on a sheet image with the same name/address and barcodes.
(See Exhibit A)

Page 4 of 50 Jacket 451-829/830
1041-ES(OCR) Instruction Booklets - Print head-to-head in black ink only. Printing consists of text and line matter
and may contain halftones.
1041-ES (OCR) Return Envelopes - Print face and back (after construction) in carbon base black ink only. Printing
consists of text and line matter. Envelopes also contain Facing Identification Marks (FIM). The FIM bars are printed
on the upper right face of each envelope. The FIM bars are the same on all four envelopes.
Mailout Envelope (1041-ES (OCR)) - Print face and back (after construction) in black ink only. Printing consists of
text and line matter. It is the contractor's responsibility to determine what language is required on the envelope for
international mail. (See Exhibit B) (There will be approximately 750 envelopes for the 1041-ES that will require a
copy change on the face of the envelope for International Mail.)
Printing on all envelopes (return and mailout) shall be in accordance with the requirements for the style envelope
ordered. All printing shall comply with all applicable U.S. Postal Service regulations. Envelopes shall accept
printing without feathering or penetrating to the reverse side.
All envelopes (return and mailout) require a security tint printed on the inside (back - before construction) in black
ink. Contractors may use their own design but must guarantee that the design will ensure complete opacity and
prevent show-through of any material contained therein.
Jacket 451-830:
1040-ES (OCR) Tax Payment Voucher - Print face only in black ink and one Pantone ink (TBD). Printing consists
of text and line matter. Image face and back in black only. Imaging consists of text matter (name/address), carrier
route endorsement, OCR scanline, and barcodes - including a 2D barcode. (See "IMAGING REQUIREMENTS.")
Vouchers print/image four-up to a sheet. Each voucher on a sheet image with the same name/address and barcodes.
(See Exhibit A)
1040-V (OCR) Tax Payment Voucher - Print face only in black ink and one Pantone ink (TBD). Printing consists of
text and line matter. Image face and back in black only. Imaging consists of text matter (name/address), carrier route
endorsement, OCR scanline, and barcode. (See "IMAGING REQUIREMENTS.") Name/address will be imaged in
two locations on the voucher sheet. (See Exhibit B)
1040-ES (OCR) Instruction Booklet - Print head-to-head in black ink only. Printing consists of text and line matter
and may contain halftones.
1040-ES (OCR) Return Envelopes - Print face and back (after construction) in carbon base black ink only. Printing
consists of text and line matter. Envelopes also contain Facing Identification Marks (FIM). The FIM bars are printed
on the upper right face of each envelope. The FIM bars are the same on all four envelopes.
1040-V (OCR) Extended-Flap Return Envelope - Print face and back (after construction) in carbon base black ink
and Pantone 100 Yellow ink. Printing consists of text and line matter and an Intelligent Mail Barcode (IMb).
Envelopes also contain FIM bars. The FIM bars are printed on the upper right face of each envelope. The FIM bars
are the same on all seven different return envelopes. (See Exhibit C)
Mailout Envelope (1040-ES/V (OCR) - Print face and back (after construction) in black ink only. Printing consists
of text and line matter. It is the contractor's responsibility to determine what language is required on the envelope
for international mail. (See Exhibit D) (There will be approximately 1,500 envelopes for the 1040-ES/V that will
require a copy change on the face of the envelope for International Mail.)
Printing on all envelopes (return and mailout) shall be in accordance with the requirements for the style envelope
ordered. All printing shall comply with all applicable U.S. Postal Service regulations. Envelopes shall accept
printing without feathering or penetrating to the reverse side.
All envelopes (return and mailout) require a security tint printed on the inside (back - before construction) in black
ink. Contractors may use their own design but must guarantee that the design will ensure complete opacity and
prevent show-through of any material contained therein.

Page 5 of 50 Jacket 451-829/830
IMAGING REQUIREMENTS (For both jackets): Vouchers require computerized imaging, either impact or
nonimpact (repetitive data on each voucher within a package) of the name/address, carrier route endorsement,
scanline, and barcode directly on the product in OCR-A, Font Size 1, utilizing the furnished CD-ROMs.
The IRS will send the CD-ROMs to the contractor. One hundred percent retrieval of all necessary information is
required. It is the contractor's responsibility to ensure that the imaging equipment used for this contract has the
capability to image all required areas. The imaging must be in non-magnetic black ink and cannot contain any
magnetic properties such as ferrous oxide.
Imaging must meet the following requirements:
The size of the type must be either 10 or 12 points in height - not characters to the inch. Use the larger of the
two type sizes to fit the product. The font may be Helvetica, Siemens Gothic Text, Siemens Essay Standard,
Scitex Gothic International Medium, or Kodak Gothic. Any other type must be approved before the
preproduction conference.
Imaging must be black.
All characters must align.
No missing data or entries.
No duplicate data or entries.
"Labels" on the extended flap will have no more than five (5) lines - seven (7) lines including carrier route
endorsement line and intelligent mail barcode.
There will be a maximum of 39 characters per line - spaced 6 lines per inch vertically.
No broken characters.
No smearing.
No visible wicking.
No visible gloss.
Reflectance of characters shall be visually uniform across the whole label.
SCANLINE (Jacket 451-829): The scanline must print in OCR-A, alphanumeric type font, size 1; must be
vertically positioned 1/2" from the bottom of the voucher to the bottom of the scanline; and the rightmost character
must end 3-1/2" from the right edge of the form. Contractor must allow a clear band of 1/4" above and below the
midpoint of the scanline; the scanline should occupy the center of the clear band.
The minimum acceptable clear space between characters is 0.014". Characters in the scanline must not run out of the
optical reader's field of view. Over the 7-5/8" line of print, the line should not be skewed more than 1.4 degrees. The
maximum allowable rotation of the character image is +1.5 degrees measured relative to the baseline of the scanline.
All scanlines on the forms must be either laser imaged or computer imaged in the specified readable OCR ink. The
characters must be clean and sharp with well-defined edges. They must have uniform density, no voids or fill-ins,
and the strokes must be of average thickness. The ink must be sufficiently non-reflective. In addition, there should
be no extraneous ink or other marks around the characters. Non-scan information on the voucher should be printed
in inks that do not absorb light to which the scanning device is sensitive.
Ensure one blank field between each element as described below -
1041-ES (OCR) Tax Payment Voucher
NNNNNNNNN AA AANN NN N NNNN NNN (Contractor to create PDF 417 barcode of scanline.)
A B C D E F G
Key: N - Numeric A - Alpha
A. EIN 9 N Varies
B. Check Digit 2 N Varies
C. Name Control 4 A Varies
D. MFT 2 N Constant "05"
E. TIN Type 1 N Constant "2"
F. Tax Period 4 N Varies YYYYMM - where YYYY = current year plus 1
G. Transaction Code 3 N Constant "660"

Page 6 of 50 Jacket 451-829/830
SCANLINE (Jacket 451-830): The scanline must print in OCR-A, alphanumeric type font, size 1; must be
vertically positioned 1/2" from the bottom of the voucher to the bottom of the scanline; and the rightmost character
must end 3-1/2" from the right edge of the form. Contractor must allow a clear band of 1/4" above and below the
midpoint of the scanline; the scanline should occupy the center of the clear band.
The minimum acceptable clear space between characters is 0.014". Characters in the scanline must not run out of the
optical reader's field of view. Over the 7-5/8" line of print, the line should not be skewed more than 1.4 degrees. The
maximum allowable rotation of the character image is +1.5 degrees measured relative to the baseline of the scanline.
All scanlines on the forms must be either laser imaged or computer imaged in the specified readable OCR ink. The
characters must be clean and sharp with well-defined edges. They must have uniform density, no voids or fill-ins,
and the strokes must be of average thickness. The ink must be sufficiently non-reflective. In addition, there should
be no extraneous ink or other marks around the characters. Non-scan information on the voucher should be printed
in inks that do not absorb light to which the scanning device is sensitive.
Ensure one blank field between each element as described below -
1040-ES (OCR) Tax Payment Voucher
NNNNNNNNN AA AANN NN N NNNN NNN (Contractor to create PDF 417 barcode of scanline.)
A B C D E F G
Key: N - Numeric A - Alpha
A. TIN/SSN 9 N Varies
B. Check Digit 2 N Varies
C. Name Control 4 A Varies
D. MET 2 A/N Varies
E. TIN Type 1 N- Varies
F. Tax Period 4 N Varies
G. Transaction Code 3 N Varies
H. Payment Amount 11 N Varies
1040-V (OCR) Tax Payment Voucher
NNNNNNNNN AA AANN NN N NNNN NNN (Contractor to create PDF 417 barcode of scanline.)
A B C D E F G
Key: N - Numeric A - Alpha
A. TIN/SSN 9 N Varies
B. Check Digit 2 N Varies
C. Name Control 4 A Varies
D. MET 2 A/N Varies
E. TIN Type 1 N- Varies
F. Tax Period 4 N Varies
G. Transaction Code 3 N Varies
H. Payment Amount 11 N Varies
MARGINS: Unless otherwise specified, margins will be as contained in furnished media.
BINDING/CONSTRUCTION:
Jacket 451-829
1041-ES (OCR) Tax Payment Voucher - Each voucher sheet will have four (4) horizontal perforations (slit or slot,
with black ink) located 2" from the top, and then every 3" between vouchers, creating four individual vouchers (each
8 x 3" in size) below the 2" top flap. Vouchers must be perforated so that they are easily and cleanly separated.

Page 7 of 50 Jacket 451-829/830
Fold voucher sheet down to 8 x 3" for insertion into mailout envelope. The imaged name/address on back of sheet
must be facing out when folded for visibility through the mailout envelope window. All folds must be on the
perforations.
1041-ES (OCR) Instruction Booklet - Fold from 16 x 10-7/8" down to 8 x 10-7/8", title out. Trim three sides. Letter
fold booklet for insertion into mailout envelope.
1041-ES (OCR) Return Envelope - Envelopes are open side, with gummed, fold-over flap for sealing, and contain
high-cut side or diagonal seams, at contractor's option.
Flap depth is at contractor's option but must comply with all USPS requirements. Flap must be coated with 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. The sealed seams shall not adhere to the inside of the envelope. Envelopes
shall be free from cuts, folds, tears, machine marks, foreign matter, dirt, ink smears, and adhesive stains.
Mailout Envelope -
1041-ES (OCR) - Envelopes are open side, with gummed, fold-over flap for sealing, and contain high-cut side or
diagonal seams, at contractor's option.
Flap is a 1-3/8" straight flap with a 5/8" to 3/4" gummed area. Flap must be coated with 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. The sealed seams shall not adhere to the inside of the envelope. Envelopes shall be free
from cuts, folds, tears, machine marks, foreign matter, dirt, ink smears, and adhesive stains.
Face of envelope to contain one (1) die-cut address window with slightly rounded corners. Size and location of
window is to be determined by the contractor provided that the visibility of the mailing address and barcode 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 transparent, low-gloss, poly-type 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 standards/requirements.
The size of the envelope (not to exceed 6-1/8" x 9-3/4") and the size and location of the envelope window are at the
contractor's discretion provided that the required contents to be inserted fit properly in the mailout envelope and that
the visibility of the name/address and barcode on the vouchers is not obscured and other extraneous information is
not visible.
Contractor is responsible for the envelope and envelope window meeting and passing all USPS requirements,
including the "tap" test.
Jacket 451-830
1040-ES (OCR) Tax Payment Voucher - Each voucher sheet will have three horizontal perforations (slit or slot, with
black ink) located every 3" between vouchers creating four individual vouchers - each 8 x 3" in size. Vouchers must
be perforated so that they are easily and cleanly separated.
1040-V (OCR) Tax Payment Voucher - Voucher sheet has one horizontal perforation (slit or slot, with black ink)
located 3" from the bottom edge of voucher creating a detachable voucher - 8 x 3" in size.
The 1040-ES (OCR) Payment Voucher and 1040-V (OCR) Payment Voucher are attached. At the contractor's
option, the two voucher sheets can be attached in one of the following ways:
Fold from 17 x 12" to 17" down to 8 x 12" to 17" and trim three sides. Perforate on fold (slit or slot, with
black ink). When folded, the printing on both leaves will be facing out, perforated fold to left with 1040-V
(OCR) voucher facing up. Voucher sheets must be perforated so that the two leaves are easily and cleanly
separated.
Fold from 8 x 12" to 17" down to 8 x 6" and trim three sides. Perforate on fold (slit or slot, with black ink).
When folded, the printing on both leaves will be facing out, perforated fold at top with the 1040-V (OCR)
voucher facing up. Voucher sheets must be perforated so that the two leaves are easily and cleanly

Page 8 of 50 Jacket 451-829/830
separated. (At contractor's option, the 1040-ES (OCR) and Form 1040-V can be slit nest from a single 17 x
14" sheet to two (2) 8-1/2 x 14" forms folded together. The detachable payment voucher must be 8 x 3").
NOTE: Lead or right edge of voucher sheet must have a clean edge with no perforations.
Fold attached voucher sheets from 8 x 12" to 17" down to 8 x 3" for insertion into mailout envelope. The
imaged name/address on the 1040-V Tax Payment Voucher must be facing out when folded for visibility
through mailout envelope window. All folds must be on the perforations.
NOTE: It is the contractor's responsibility to assure that the recipient name/address on the 1040-ES (OCR) Tax
Payment Voucher sheet corresponds to the name/address on the 1040-V (OCR) Payment Voucher sheet.
1040-ES (OCR) Instruction Booklet - At contractor's option, the booklet can be bound in one of the following ways:
Fold from 32 x 10-7/8" down to 8 x 10-7/8", title out, with three parallel, wraparound folds.
Saddle-wire stitch in two places and trim three sides. Each product must contain complete four-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. (NOTE: In lieu of saddle-stitching, contractor can paste on fold.)
Letter-fold booklet suitable for insertion into mailout envelope.
1040-ES (OCR) Return Envelope - Envelopes are open side, with gummed, fold-over flap for sealing, and contain
high-cut side or diagonal seams, at contractor's option.
Flap depth is at contractor's option but must comply with all USPS requirements. Flap must be coated with 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. The sealed seams shall not adhere to the inside of the envelope. Envelopes
shall be free from cuts, folds, tears, machine marks, foreign matter, dirt, ink smears, and adhesive stains.
1040-V (OCR) Extended-Flap Return Envelope - Envelopes are open side, with extended, gummed, fold-over flap
for sealing, and contain high-cut side or diagonal seams, at contractor's option.
Flap depth is 2-1/2" with a 1-3/4" gummed area. Envelopes must have a fold at the bottom. (The bottom may not be
glued.) Perforate the flap (slit or slot, without ink) horizontally 1-1/4" from, and parallel to, the flap fold. Perforate
vertically 3-7/16" from left and right edges. No perforations are allowed on the bottom and top folds. (See Exhibit
D.)
Flap must be coated with 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. The sealed seams shall not adhere to the inside
of the envelope. Envelopes shall be free from cuts, folds, tears, machine marks, foreign matter, dirt, ink smears, and
adhesive stains.
Mailout Envelope -
1040-ES/V (OCR) - Envelopes are open side, with gummed, fold-over flap for sealing, and contain high-cut side or
diagonal seams, at contractor's option.
Flap is a 1-3/8" straight flap with a 5/8" to 3/4" gummed area. Flap must be coated with 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. The sealed seams shall not adhere to the inside of the envelope. Envelopes shall be free
from cuts, folds, tears, machine marks, foreign matter, dirt, ink smears, and adhesive stains.
Face of envelope to contain one (1) die-cut address window with slightly rounded corners. Size and location of
window is to be determined by the contractor provided that the visibility of the mailing address and barcode 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 transparent, low-gloss, poly-type 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 standards/requirements.
The size of the envelope (not to exceed 6-1/8" x 9-3/4") and the size and location of the envelope window are at the
contractor's discretion provided that the required contents to be inserted fit properly in the mailout envelope and that

Page 9 of 50 Jacket 451-829/830
the visibility of the name/address and barcode on the vouchers is not obscured and other extraneous information is
not visible.
Contractor is responsible for the envelope and envelope window meeting and passing all USPS requirements,
including the "tap" test.
INSERTING: Gather all components of each tax package for insertion into mailout envelope as follows:
Jacket 451-829:
Package Form 1041-ES (OCR) Mailer -
One (1) 1041-ES (OCR) Tax Payment Voucher
One (1) copy of the 1041-ES (OCR) Instruction Booklet
Four (4) 1041-ES (OCR) Return Envelopes (At contractor's option, the four envelopes may be paper banded
together to create one insert.)
Insert the above components into mailout envelope with recipient's name and address on the 1041-ES (OCR) Tax
Payment Voucher facing out for visibility through mailout envelope window. (NOTE: As long as the recipient's
name and address on the 1041-ES (OCR) payment voucher is visible through the envelope window, the order of
insertion for the remaining components is at the contractor's discretion.)
NOTE: It is the contractor's responsibility to assure that only the name/address and barcode on the Tax Payment
Voucher sheet will be visible through the window of the mailout envelope and that only the required components as
specified above are inserted into each mailout envelope.
CONTRACTOR IS REQUIRED TO ENSURE MAILER ENVELOPES ARE COMPLETELY SEALED.
Jacket 451-830
Package 1040-ES/V (OCR) Mailer -
One (1) 1040-ES (OCR) Tax Payment Voucher/1040-V (OCR) Tax Payment Voucher (attached)
One (1) copy of 1040-ES (OCR) Instruction Booklet
Four (4) 1040-ES (OCR) Return Envelopes (At contractor's option, the four envelopes may be paper banded
together to create one insert.)
One (1) 1040-V (OCR) Extended-Flap Return Envelope
Insert the above components into mailout envelope with recipient's name and address on the 1040-ES/V (OCR) Tax
Payment Voucher facing out for visibility through mailout envelope window. (NOTE: As long as the recipient's
name and address on the 1040-ES/V (OCR) payment voucher is visible through the envelope window, the order of
insertion for the remaining components is at the contractor's discretion.)
NOTE: It is the contractor's responsibility to assure that only the name/address and barcode on the Tax Payment
Voucher sheet will be visible through the window of the mailout envelope and that only the required components as
specified above are inserted into each mailout envelope.
CONTRACTOR IS REQUIRED TO ENSURE MAILER ENVELOPES ARE COMPLETELY SEALED.
PROOFS:
For each jacket, email PDF Proofs of all products to michael.s.king@irs.gov and tbacon@gpo.gov.
In addition, email 50 variable imaged production samples of the 1041-ES, 1040-ES and 1040-V vouchers to
michael.s.king@irs.gov.
NOTE: See Schedule below for complete Proof schedule and proof hold time.
The contractor must not print prior to receipt of an "O.K. to Print."
PRIOR TO PRODUCTION SAMPLES:

Page 10 of 50 Jacket 451-829/830
Jacket 451-829:
Prior to the commencement of production of the contract production quantity, the contractor shall submit prior to
production samples of the 1041-ES (OCR) payment voucher sheet only.
Form 1041-ES (OCR) - Using furnished test CD-ROMs (containing taxpayer data) and the "O.K. to Print" copy, the
contractor shall submit no less than 100 domestic & 100 foreign samples of the 1041-ES (OCR) payment voucher
sheet for one (1) lockbox bank.
Payment vouchers shall be printed/imaged, as specified herein, and must be of the size, kind, and quality that the
contractor will furnish. Samples will be inspected and tested for conformance of materials and must comply with the
specifications as to construction, kind, and quality of materials. All samples must be printed on the required stock
for the vouchers as specified under "STOCK/PAPER."
NOTE: The IMb must be imaged on the prior to production samples. The contractor must contact its local postal
representative for specific instructions.
Scanline: 123456789 AA TAXP 30 0 202312 610
ECRLOT **CO l7
Name S18
and JAMES A & ANDREA A TAXPAYER
Address l6305 Main Ave N.W. 000 [denotes tray number]
Data: ANYTOWN US 99999-9999
(include intelligent mail barcode)
IRS Internal Revenue Service
P.O. Box P.O. Box 1214
Address Charlotte, NC 28201-1214
Data: (include intelligent mail barcode)
The vouchers must be perforated - bursted (not cut) to produce single vouchers. Vouchers will be tested on bank
voucher equipment, Falcon Reds and NCR9810.
Form 1041-ES - Ship 100 domestic & 100 foreign variable prior-to-production samples for the 1041-ES (OCR)
voucher sheet, at contractor's expense, by an overnight delivery service to (address is subject to change):
J P Morgan Chase (Ogden Service Center - 09)
Commerce Crossings Four
Attn: Melissa Coyle
5101 Interchange Crossings Four
Louisville, KY 40229
The contractor must include one Lockbox Problem Report Form per bank shipment and mark all container labels as
"TEST SAMPLES for IRS Package 1041-ES (OCR). The container and accompanying documentation shall include
the GPO purchase order & jacket number.
Contractor must email tracking information for this package to michael.s.king@irs.gov.
Contractor must submit samples within five (5) workdays of "O.K. to Print" on static PDF proofs.
The Government will approve, conditionally approve, or disapprove the samples within nine (9) workdays of the
receipt of the samples at the control banks specified above. 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
therefore.
If the samples are disapproved by the Government, the Government, at its option, may require the contractor to
submit additional samples for inspection and test in the time and under the terms and conditions specified in the
notice of rejection. Such additional samples shall be furnished, and necessary changes made, at no additional cost to
the Government. The Government will require the time specified above to inspect and test any additional samples
required.