Yesterday’s blog was a continuation of bid specifying. We shot a photo of my specification sheet that I use, but it came out too dark, and is too small to read, so we will try to correct that problem shortly. In the meantime, I thought a specification list would be easy for you to follow and if you want to create your own spec sheet you can. You are free to use the following information:

I. Customer’s Company Name

A. Contact Name, Address, and Phone or email address

B. Date including when estimate is required, when the job is due, when customer art is expected, and if a partial delivery will do.

C. Does the Customer want proofs? How? What kind? Attend a press check? How much notice is required?

II. Job Title

A. Description, for example: 16 page booklet, self-cover, saddle-stitched.

B. Quantity

C. New or Pickup? Is it a new job (never been run before) or a rerun (pickup) from a previous order? If pickup provide last invoice or job number and date.

D. Size, Flat,  Finished, Page Count, Self or Plus Cover

E. Are There Bleeds? Where, head, foot, right side, left side, full, or none?

F Printing Method? Digital, Sheet-fed offset, Cold Web, Heat-set Web, Letterpress, Other.

G. Any Other Special Requirements?

III. Customer Furnished Art and Proofs

A. Customer supplies: disk, PC or Mac, Program Name and Version, Dummy. Will send by email, or ftp?

B. Printer supplies: Typeset, Layout, Design, Proof, What type of proof (hard or electronic?)

IV. Paper

A. Describe Paper for Each Part i.e. Cover, Text, and page count for each. For example, a 16 page booklet with cover and flyleaf, saddle-stitched would be: 4pages cover, 4 pages flyleaf, and 16 pages text, for a total of 24 pages.

1. Weight of stock or thickness (cover weight, book, text, ledger, etc.)

2. Color of the Paper?

3. Description: Mill, Paper Line, Finish (linen, wove, etc.)

4. Coated or Uncoated? If coated is it Gloss, Dull, Satin, or Matte?

5. If it is an envelope will it be custom (converted from flat sheet, windows) or stocked? Size, prints face, flap, inside?

6. If it is a form, how many plies, color rotation for carbonless (w/y/p).

V. Ink

A. How Many Color on each side? Does it print 4/2 (four color one side and two on the other? Or maybe 1/1 (one color both sides). Is it the same color on both sides, i.e. red ink on one and blue on the other.

B. How Much Ink Coverage? Heavy, Medium, or Light.

C. Specialty Inks, laser ready, quick dry, hard dry, etc.

VI. Bindery

A. How does it Bind? Saddle-stitch, Perfect Bind, Wire-o, Plastic Comb, Hard Cover, Velo, Plastic Coil, Spiral, etc.

B. Does it require–Folding, Scoring, Collation?

C. Padding? How many sheets per pad, with chipboard or without, std. padding glue? Where, top, or sides.

VII. Other

A. Die Cutting

B. Foil Stamp/Foil Emboss/Blind Emboss–die required? What size? What material: Copper, Brass? How intricate? One level, two or more?

C. Numbering–beginning number, ending number. Red or Black?

D. Tabbing–how many banks? How many positions? Each sheet unique or are faces common and tabs the only variable? Mylar reinforce tabs, color? Three hole drill or other? Reinforce holes?

E. Gluing–as in pockets for a kit cover. How many? Other?

F. Perforation–Corner, “L”, or straight? Standard perf or micro? Laser ready?

G. Drill–how many holes and where? What size hole?

H. Shrink wrap–How many to a package,number of packages.

VIII. Packaging and Delivery

A. Bulk Box–product placed in box without any other wrapping.

B. Paper Band, Rubber Band, Shrink Wrap–how many per package, how many per box?

C. Standard Boxes, or special?

D. One local delivery address or more? Specify how many to each location.

E. To Ship? How (FedEx, UPS, USPS, other)? Use customer account or printers?

F. Samples? How many to customer, or other?

Can you believe that I was able to boil down all these points on one 81/2″X11″ form, and still have room to make a sketch to communicate more thoroughly? The real trick is understanding the job, and writing it down in such a way that the vendors will have the same clear information for giving you their best bid. If done right, a spec sheet removes all guesswork. Guessing, and assuming are the bane of printers. When they are all working from common specifications you’ll see their bids will come in much tighter. Wild pricing differences will be a thing of the past, and you won’t have any more surprises after the printer receives the art. They won’t call and say, “This is different than the way we bid it. There will be additional charges.” Had you budgeted for that contingency? I doubt it.

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