Instructions for Forms 1040 (and 1040-SR) (Rev. 2026) (DS); Catalog No. 24811V

Specifications by TB Jacket 500-032
Reviewed by JB IRS (4831-GV) Req 7-00660
BID OPENING: Bids shall be opened virtually at 11:00 AM, Eastern Time (ET), on October 27, 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.
ISSUE DATE: October 15, 2026
ANY QUESTIONS BEFORE AWARD CONCERNING THESE SPECIFICATIONS, CALL TOM BACON AT
(214)767-0451, x8.
SPECIFICATIONS
U.S. Government Publishing Office (GPO)
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: Consists of proofing, printing, and binding of a self-cover pamphlet, packaging, creating/applying
mailing/shipping labels to packages, staging, palletizing, and making distribution on the dates specified.
SUBCONTRACTING: The predominant production functions for this procurement are the printing and distribution
(shipping/processing mail). Any contractor who cannot perform the predominant production functions will be declared
non-responsible.
POST AWARD CONFERENCE: Unless waived by the Government, a post award teleconference will be held to
discuss the total requirements of the order as indicated in these specifications and review all aspects of the contractor's
internal and external operations required to complete this contract. The items to be discussed are:
1) Processing and sorting electronic distribution files
2) Scheduled start-up dates for all phases of production
3) Coordination/communication from one production phase to another
4) Who will be responsible for each phase
5) How will subcontractors be involved and kept informed (if applicable)
6) Specific production dates of all subcontractors (if applicable)
7) How the product will be staged and mailed/shipped
8) Any other special requirements which are specific to this
The contractor is responsible for organizing the teleconference. Representatives from the IRS and GPO will participate
in the call. To establish coordination of all required operations, the contractor must have a representative from each
involved production area for the primary contractor and a representative from all subcontractors (if applicable) in
attendance for the call.
FORM NO/TITLE: Instructions for Forms 1040 (and 1040-SR) (Rev. 2026) (DS); Catalog No. 24811V
QUALITY LEVEL: IV Quality Assurance Through Attributes (GPO Publication 310.1, effective May 1979 (Rev.

Page 2 of 21 Jacket 500-032
09-19)) applies.
ESTIMATED QUANTITY: 1,260,648 Saddle-Stitched Pamphlets + 200 Blue Labels Copies + 10 Agency Copies
NOTE: Contractor to provide bid based on the estimated quantity. This quantity is approximate, and the
Government reserves the right to increase or decrease final quantity by up to 30% overall (via email notification to the
contractor). Final quantity is subject to change until December 15, 2026. 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 (based on
the contractor's additional rate) will be addressed in a Contract Modification. See "OFFERS".
ESTIMATED PAGES: 132 pages (self-cover)
NOTE: Contractor to provide bid based on the estimated page count. The page count is approximate, and the Government
reserves the right to increase or decrease the page count in 4-page increments. Page count is subject to change until the
contractor receives the print file. Any adjustments in page count and price (based on the contractor's page count
increase/decrease rates) will be addressed in a Contract Modification. See "OFFERS".
The contractor awarded this contract must be prepared to recognize and accept that deadlines must be met regardless of
quantity or page count change.
Once the final quantity has been established, NO SHORTAGES will be accepted. The Government will not pay for
overs unless shipped at the Government's request.
TRIM SIZE: 8-3/8 x 10-7/8"
DESCRIPTION:
Self-cover pamphlet prints type, rule, screen, solid, reverse, and halftone matter in Black ink. Prints head-to-head.
NOTE: Pamphlets must be printed via conventional offset printing.
GOVERNMENT TO FURNISH VIA EMAIL:
- Purchase Order
- Print file (see "Electronic Media")
- Two (2) distribution files (1 file for TAC/POD addresses and 1 file for TFOP addresses) created in a comma delimited
(.csv) format. The contractor must import text from various areas within the files into their own software program to
create mailing/shipping address labels required for this contract. The files will contain account number, recipient's
name, complete address, telephone number (if furnished) and suggested transportation mode for each destination. The
transportation modes will consist of Domestic Mail (DM), Small Package Carrier (SC), Motor Freight (MF---if
required), and Air Freight (AF-if required). See "Exhibit #3".
- IRS Form 9659 (Production and Mailing Report) in a fillable PDF file format. See "Exhibit #1".
- IRS Form 2040 (Electronic Distribution/Shipping Report) in a fillable PDF file format. See "Exhibit #2".
- IRS Form 6153 (IRS carton label) in a fillable PDF file format. See "Exhibit #4".
Electronic Media:
- Platform: Unknown
- Software: One PDF file (Adobe Acrobat DC (or later; backward compatible with 9.1)) will be provided.
NOTE: Additional system time is required (see below).
1) Contractor must reset the GPO imprint line (located at the bottom of the last page). The GPO imprint line must be
set in 6-point sans serif type (e.g., Arial regular) and should consist of the GPO logo, the current calendar year, an em
dash, and the jacket number. The GPO logo can be downloaded from https://www.gpo.gov/how-to-work-with-

Page 3 of 21 Jacket 500-032
us/vendors/updates-and-notices. The items following the GPO logo in the imprint should be added manually by the
contractor. Additional commercial identification mark(s) of any kind must not appear on any product(s) ordered.
2) Contractor to create page layout to image as specified (trim size, margins).
3) If necessary, contractor to adjust image to fit trim size and/or center image left to right on the page.
- Colors: May be identified as RGB, CMYK, and/or Spot Colors. If necessary, contractor to convert all colors to
Process Black.
- Fonts: All fonts are Embedded and/or Embedded Subset. Do not unembed fonts. This may result in loss of data.
CONTRACTOR TO FURNISH: All materials and operations, other than those listed under "Government to
Furnish," necessary to produce and the product(s) in accordance with these specifications.
Intelligent Mail Package Barcode (IMpb): Contractor must be an approved USPS Full Service Intelligent Mail
Package Barcode (IMpb) provider. Contractor must meet all IMpb preparation and postage documentation
requirements as required in the Domestic Mail Manual at time of mailing. All mail must be presented under the
contractor obtained Mailer ID (no exceptions).
Internet/Email Requirements: Contractor is required to have Internet access provided through their Internet Service
Provider (ISP) with email and a web browser equivalent to Microsoft Edge. The contractor is also required to have
Adobe Acrobat DC and Adobe Acrobat 10.1 Professional (or more recent) software (not Adobe Reader) and the
capability to receive and open file attachments compressed into a Zip (.zip) file format. Note: Any use of public address
or web-based mail servers (i.e. Hotmail, Yahoo, Juno etc.) is strictly forbidden.
Upon award, the contractor must furnish no more than two (2) addresses for the IRS to email all electronic files to
avoid any lapse in service.
Daily Production Report (Form 9659): Once production begins the contractor must email a production report for
the prior day daily by 11:00am ET to Mike King (Michael.S.King@irs.gov), Becky Swan (Rebecca.R.Swan@irs.gov)
and Tom Bacon (tbacon@gpo.gov). The information must be provided via IRS Form 9659 "Production and Mailing
Report".
Electronic Distribution/Shipping Report (Form 2040): Distribution/Shipping Form 2040 provides
shipping verification, updating IRS' databases, and to inform the destination(s) of the shipping and quantity status.
The contractor MUST update the Electronic Form 2040 and transmit via email to IRS every day the product
ships using a "full version" of Adobe Acrobat 10.1 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 any of the information completed by
IRS is missing or incorrect, contact Mike King (Michael.S.King@irs.gov).
Electronic Prepress: Immediately upon receipt of Government furnished material (see "Electronic Media") and 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. The 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. Any errors,
media damage, or data corruption that might interfere with proper file image processing must be reported to Mike
King (Michael.S.King@irs.gov), Becky Swan (Rebecca.R.Swan@irs.gov), and Tom Bacon (tbacon@gpo.gov).
The contractor must create or alter any necessary trapping, set proper screen angles, and screen frequency, and

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define file output selection for the imaging device being utilized. Furnished files must be imaged as necessary
to meet the assigned quality level.
Contractor must have the ability to edit PDF files. Contractor is not to request that electronic files provided be
converted to a different format. If contractor wishes to convert files to a different format, the final output must be of
the same or higher quality and at no additional cost to the Government.
High resolution output (minimum 110-line screen for all halftones and screens, 1200+ dpi for the balance) required.
When required by the Government, the contractor shall make minor revisions to the electronic files. It is anticipated
that the Government will make all major revisions.
Prior to making revisions, contractor shall copy the furnished files and make all changes to the copy.
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 A15, White Standard Newsprint, Basis Size 24 X 36", Basis Weight 27.7# - 30#*
*Contractor's option on basis weight. The contractor must use the same basis weight throughout the entire run.
All paper used in each copy must be of uniform shade.
INK: Black
MARGINS: Follow file setup* - adequate gripper. "See "ELECTRONIC MEDIA" for additional information.
SOFT PROOFS: Contractor must provide soft proofs (*) to the department via email.
Proof will be withheld not longer than 2 workday(s) from date of receipt by the Government** to date of proof
approval and/or corrections from the ordering agency via email.
**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. Contractor must
not print prior to receipt of an "OK to print" via email from the agency.
(*) One "Press Quality" PDF Proof (for approval of image position, margins, pagination, and final trim size) using the
same Raster Image Processor (RIP) that will be used to produce the final printed product. Proof must show color and
contain all crop marks. NOTE: This proof will not be used/approved for color match or resolution.
Email the PDF proof to Mike King (Michael.S.King@irs.gov), Becky Swan (Rebecca.R.Swan@irs.gov) and Tom
Bacon (tbacon@gpo.gov).
Include GPO Jacket Number & IRS Requisition Number in the email subject line.
BINDING: Saddle-stitch in 2 places on the 10-7/8" left dimension. Trim 3 sides. Single leaves connected with a lip
(i.e., binding stub) to the left or right side of stitches will be allowed provided the lip does not extend past the bind
margins of the adjacent pages.
PACKING: Shipments must be packed in quantities of 72 copies per carton (two (2) stacks of 36-copies)*. Product

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must be packed so copies are not damaged in transit. Contractor to place full size corrugated boards on top and bottom
of stacks.
*NOTE: The final page count may increase/decrease the total number of copies per carton. Contractor must confirm
carton quantity with Mike King (Michael.S.King@irs.gov) or Becky Swan (Rebecca.R.Swan@irs.gov) prior to
packing.
All cartons must be packed solid with a maximum weight of 32-lbs per carton. Pack solid in corrugated or solid fiber
shipping containers, minimum bursting strength 200 p.s.i and minimum edge crush strength 35 p.s.i. Carton bottoms
may be glued or sealed with polyester tape (2 to 3 inches width), minimum 12kNm (65 lbs./inch) traverse tensile
strength. 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.
Cartons must not have excessive air space (dunnage) when fully packed to prevent crushing or deformation. Carton
filler (if necessary) must be composed of material that can be easily removed without damaging contents. Packing
peanuts/beads are not acceptable carton fillers. Cartons must not open nor split during transit through the motor
freight/air freight 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.
LABELING: All cartons (except for the blue label copies) require an IRS carton label (Form 6153). Packages
shipping via Small Package Carrier (SPC) or USPS Ground Advantage require an additional label as applicable per
shipping method. Correct labeling of shipping cartons, in strict accordance with the requirements of these
specifications, is essential to the identification and distribution activities of the recipients. Use of any other labels is
prohibited and may be cause for rejection of reimbursement for any expenses incurred to correct use of improper
labels.
IRS Carton Label (Form 6153): Contractor must reproduce shipping carton label at 100% on white paper or white
adhesive label stock in black ink from furnished PDF file, fill in appropriate fields and securely attach one label to
each carton. Carton labels contain barcodes; therefore, dot matrix printing is NOT acceptable.
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 not extend over the edge of the carton and onto an adjacent side.
The following must be updated ELECTRONICALLY by the contractor, when not entered by IRS on the PDF label
using minimum 12pt type and black ink. Do not make hand-written updates to the label under any circumstances:
--Carton # of #
--From Address
--To Address (for each destination)
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 Mike King (Michael.S.King@irs.gov) or
Becky Swan (Rebecca.R.Swan@irs.gov) to resolve the discrepancy prior to creating labels and packing. If requested,
the contractor must send an electronic PDF proof of label prior to reproducing.
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.
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

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pressed, printing cannot be canceled. Be sure all information is correct prior to printing labels.
If pallets are required, and 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 shrink-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.
Small Package Carrier (SPC) Labeling: In addition to the IRS carton label (Form 6153), a contractor created
SPC label must be securely affixed to EACH carton shipping via SPC. The SPC label must be affixed securely
to the TOP of the container. The SPC label must not extend over the edge of the carton and onto an adjacent side.
Currently, IRS uses UPS as the Small Package Carrier. Contractor must generate UPS shipping labels
electronically. It is the responsibility of the contractor to be familiar with electronic shipping methods via UPS and
how to generate electronic shipping labels, either through a UPS shipping system (UPS WorldShip System or
UPS Internet Shipping), or a 3rd Party Shipping Software (Pitney Bowes Shipping Software, etc.).
Contractor must image/print approximately ten (10) lines from the furnished distribution (.csv) files in black ink,
minimum 12pt type, on each SPC label. Imaging/Printing on each SPC label consists of: recipient's account number
on first line (i.e. TF 123456A or p123456789); recipient's name, and 10-digit telephone number (if supplied) on second
line; recipient's street address on third line; recipient's city, state, and zip code on fourth line; IRS Bloomington, IL
return address in top left-hand corner; and two (2) reference fields at bottom. See below for IRS Bloomington, IL
address and reference fields.
Imaging/Printing of UPS labels must meet all UPS requirements and regulations at time of shipping.
USPS Ground Advantage Labeling: Where USPS shipping is required, in addition to the IRS carton label (Form
6153), a contractor created USPS Ground Advantage mailing label must be securely affixed to EACH carton shipping
via USPS Ground Advantage. The USPS Ground Advantage label must be affixed securely to the TOP of the container.
Contractor must image/print approximately eleven (11) lines from the furnished distribution (.csv) files in black ink,
minimum 12pt type, on each USPS label. Imaging/Printing on each USPS label consist of: recipient's account number
on first line (i.e. p123456789 or TF123456A); recipient's name, and 10-digit telephone number (if supplied) on second
line; recipient's street address on third line; recipient's city, state, and zip code on fourth line; Intelligent Mail parcel
barcode (IMpb) created by the contractor per the Domestic Mail Manual (DMM) requirements at time of mailing;
IRS Bloomington, IL return address in top left-hand corner of all USPS labels; and two (2) reference fields at bottom.
See below for IRS Bloomington, IL address and reference fields.
Return Address and Reference Fields for Small Package Carrier (SPC) & USPS Ground Advantage Labeling:
Contractor must image/print in black ink the following return address and reference fields on all contractor created
UPS and USPS labels:
IRS National Distribution Center
2525 Revenue Drive
Bloomington, IL 61705-2500
1. Reference Field 1: IRS requisition number and GPO jacket number (i.e. 7-00660/500-032)
2. Reference Field 2: TAC or TFOP (as applicable)
PALLETS: All shipments to a single destination weighing more than 750-lbs. require pallets.
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 #5"). Pallets must be 48" in length and 40" in width

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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 and ease of packing into freight carrier trailers. 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.
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 #5" IRS Pallet Specifications sheet for the 9 tier stacking
method). 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. Do not use metal strapping or pallet caps for securing material
on pallets. Do not double-stack pallets. There must be no more than one partial pallet per destination.
Bill of Materials List for Pallets: 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.
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, carton labels not being used or securely attached, cartons not being packed solid, incorrect pallets, or pallets
not being layered correctly). Shipments received with packaging and/or packing problems will require the contractor
to make the corrections on site with all costs borne by the contractor. Contractor must make all corrections within 24
hours of email notification. If the corrections are not completed by the contractor within 24 hours of notification, the
Government will hire an outside vendor to make all corrections. The contractor will be billed by GPO for the amount
accrued by the outside vendor in correcting the problem.
"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.
COPIES DAMAGED IN TRANSIT: Contractor must replace and ship all copies damaged in transit via overnight
delivery within 24 hours of notification. Contractor will be notified of damaged copies via email. Contractor will incur
all charges to replace and ship damaged copies if the damage is caused by the contractor not complying with all
requirements of the contract relative to packing and shipping.
SHIPPING METHODS: Ship/mail f.o.b. contractor's city copies as defined by the shipping methods below.
NOTE: If there is a discrepancy between the suggested transportation mode indicator in the furnished distribution
files and the contract specifications, contractor must immediately notify Mike King (Michael.S.King@irs.gov) &
Becky Swan (Rebecca.R.Swan@irs.gov) for resolution prior to proceeding. If contractor ships or mails
incorrectly, contractor will bear all additional costs incurred by the Government.
Domestic Mail (DM): Mailings must be made at USPS Ground Advantage postage rates. Contractor will be
reimbursed for postage costs after providing the Government with a detailed report containing the following
information: Ship Date, Postage Amount, Recipient Name & Complete Address, and Tracking Number for each carton
shipped.
The DM transportation mode applies when:
* An address contains a P.O. Box, and a street address is NOT present within the same line in the distribution file.

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* An address is an APO, FPO, or U.S. Post Office destination.
It is anticipated that approximately 1,584 copies (72-cartons) will mail reimbursable postage to approximately 10
destinations.
The contractor must comply with all U.S. Postal Service regulations/requirements governing the preparation of USPS
Ground Advantage rate mailings which are in effect at the time of the mailing.
Priority Mail (if required): A carton label will be provided for any cartons which must be shipped priority mail. The
contractor must print the necessary quantity of priority mail labels required. Priority mail labels must be affixed to
the top of each carton. Hand stamping of priority mail cartons is unacceptable. IRS priority mail must be entered into
the contractor's local post office for mailing. Contractor will provide manifests for delivered permit mail labels. The
contractor must prepare the appropriate postal service forms for turnover to the local postal authorities.
Small Package Carrier (SPC) Shipments: Contractor must ship via SPC Ground services when the SC
transportation mode applies. The SC (also known as SPC) transportation mode applies when:
* A street address is a non-expedited (ground) shipment weighing less than 750-lbs to one destination within the 48
contiguous states, Alaska, Hawaii, or Puerto Rico. Contractor must follow UPS requirements and, complete and attach
all necessary paperwork required (i.e. commercial invoice, etc.) to shipments destined to Puerto Rico.
NOTE: When an address contains both a P.O. Box and a street address, and the shipment weighs less than 750lbs but
is NOT an APO, FPO, or U.S. Post Office location, contractor must disregard the P.O. Box and utilize the street
address. In addition, the SPC label must not contain the P.O. Box.
The IRS will notify the contractor when expedited shipments are required and will determine the SPC expedited
shipping method to be used by the contractor.
* Expedited shipments (if required) weighing less than 500-lbs. to one destination within the 48 contiguous states,
Alaska, Hawaii or Puerto Rico must be sent via small package carrier.
International packages (if required) weighing less than 500 lbs to one destination will be sent via small package carrier
World Wide Express services.
The IRS will provide an IRS small package account number. The contractor must notify Mike King
(Michael.S.King@irs.gov) & Becky Swan (Rebecca.R.Swan@irs.gov) at least 10 days prior to the first scheduled
ship date to ensure an account number has been established, and/or is valid. If there is any uncertainty concerning the
instructions for small package carrier shipments, the contractor must notify Mike King at least one
(1) week prior to the first ship date for clarification.
If multiple small package carriers are to be used, an account number will be assigned for each carrier. Contractor
is required to ship IRS copies using the IRS designated carrier(s) and their assigned account number(s), or the
contractor will be responsible for any additional shipping costs incurred by the Government.
Contractors are required to use a two-part manifest shipping report for each carrier that includes both a summary page
and detailed shipping pages. The summary page is compiled using the information from the detailed shipping
pages. The summary page must include the following information: 1) ship date; 2) shipper name; 3) complete address;
4) account number; 5) requisition number; and 6) totals for number of pieces and weight categorized by zone with grand
totals for each.
The detailed shipping pages should include the following information for each package listed: 1) account number;
2) consignee's name; 3) complete consignee address; 4) zone; 5) weight; and 6) the matching shipper receipt

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portion of the traceable label. The original copy of the report should accompany the shipment.
The contractor must notify the SPC of the volume to be picked up to allow for the carrier to provide adequate
equipment for the pickup.
Email Notification: When an email address is present in the .csv distribution files, the contractor is required to
send a same day email notification of the shipment to the email address listed. All email notifications must
include the following: IRS product short title; scheduled delivery date; recipient's name and address; number of
packages; type of service; weight; SPC tracking number and a link to the SPC website; and reference numbers
(reference field 1 (IRS requisition number and GPO jacket number) and reference field 2 (IRS type of account
(i.e. TAC/POD or TFOP) and account number (i.e. p123456789 or TF123456A). See "Exhibit #6".
The contractor must email the UPS shipping report including a "TRACK IT" link for each destination to Mike King
(Michael.S.King@irs.gov), Becky Swan (Rebecca.R.Swan@irs.gov) and Tom Bacon (tbacon@gpo.gov) within three
(3) workdays of shipping complete.
Motor Freight (MF) 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 five (5) workdays prior to the first
shipment date, the contractor must notify ts.mp.traffic.management@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.
The IRBL(s) will have designated carriers identified that provide special negotiated freight rates for IRS shipments.
Contractor must contact the designated carrier listed on the IRBL at least two (2) days prior to first ship date to
schedule a date and time for pickup. If the contractor has any difficulty getting the designated carrier to confirm a
scheduled pickup, contractor must immediately contact IRS Traffic Management between the hours of 8:30 AM and
4:00 PM Eastern standard time.
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 ts.mp.traffic.management@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.
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. Contractor must notify IRS of
all unused IRBL numbers furnished under this contract. Notification of unused IRBL numbers must be emailed to
Mike King (Michael.S.King@irs.gov). Any unused bills of lading must be destroyed by the contractor. Use of IRBLs
for shipments not authorized by the IRS is strictly prohibited.
The contractor must email IRBLs containing trucker's signatures and dates copies were picked up from contractor's
plant to Mike King (Michael.S.King@irs.gov) and Tom Bacon (tbacon@gpo.gov) within two (2) workdays of
shipping complete.

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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, verify acceptance of pallets, and
maximum pallet weight is within that specific carrier's allowable weight limit.
The contractor must email IRBLs containing air freight carrier signatures and/or UPS manifest including a "TRACK
IT" link for each destination to Mike King (Michael.S.King@irs.gov) and Tom Bacon (tbacon@gpo.gov) within two
(2) workdays of shipping complete.
SCHEDULE: 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
an event, the schedule will be adjusted in accordance with GPO Contract Terms.
Purchase Order: The Purchase Order will be emailed to the contractor on or before November 3, 2026.
NOTE: Immediately upon award, contractor must provide Mike King (Michael.S.King@irs.gov), Becky Swan
(Rebecca.R.Swan@irs.gov) and Tom Bacon (tbacon@gpo.gov) with the main point of contact information and a back-
up contact, if available, to receive the Government furnished materials.
Post-Award Conference: The post-award conference to discuss the production requirements of this contract will be
held within two weeks after award. The contractor is responsible for organizing the teleconference.
Print File and Distribution Lists: Print file and final distribution lists (IRS Form 2040 & .csv files) will be emailed
to the contractor on or before December 28, 2026.
Soft Proofs: Contractor must deliver proofs to the ordering agency on or before December 30, 2026.
F.O.B. Destination:
- Deliver a total of 10 samples to one address upon the start of production - see "DISTRIBUTION" for address
information.
F.O.B. Contractor's City:
- Ship* a total of approximately 86,832 copies to approximately 332 addresses (all TAC/POD destinations, i.e.
accounts appearing in file as "p123456789") on January 15, 2027.
- Ship* a total of approximately 1,173,816 copies to approximately 3,208 addresses (all TFOP destinations, i.e.
accounts appearing in file as "TF123456A") on January 22, 2027.
*NOTES: 1) Destinations furthest from contractor's shipping location must ship first; destinations closest to
contractor's shipping location must ship last.
2) If authorized by the Government, contractor may start to ship earlier.
3) No shortages will be accepted. In addition, the Government will not pay for overs unless shipped at the
Government's request.
- Ship 200 copies to one address on January 22, 2027 - see "DISTRIBUTION" for complete address.
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 any responsibility in meeting the shipping schedule because of failure to request such information.