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HomeMy WebLinkAboutContract 62266CSC No. 62266 FORT WORTHS VENDOR SERVICES AGREEMENT This VENDOR SERVICES AGREEMENT ("Agreement") is made and entered into by and between the CITY OF FORT WORTH ("City"), a Texas home -rule municipal corporation acting by and through its duly authorized Assistant City Manager, and BAKER & TAYLOR, LLC ("Vendor"), a limited liability company in North Carolina acting by and through its duly authorized Director of Purchasing Services, each individually referred to as a "party" and collectively referred to as the "parties." AGREEMENT DOCUMENTS: The Agreement documents shall include the following, which shall be construed in the order of precedence in which they are listed: 1. This Vendor Services Agreement; 2. Attachment A — Statement of Work; 3. Attachment B — Payment Schedule; 4. Attachment C — RFP #24-0144 Request for Proposal Response; and 5. The Profiling Documents as further described in Attachment A, as may be amended from time to time Attachments A, B, and C which are attached hereto and incorporated herein, are made a part of this Agreement for all purposes. The Parties also agree that the Profiling Book, which will be created after execution of this Agreement and agreed to by both parties, shall be enforceable as if it were attached herewith including any amendments that are agreed to by the Parties. The Parties represent and warrant that the Profile Book shall not change any terms of this Vendor Services Agreement, but shall only better define the expectations of the Parties with regard to the preparation of the good to be ordered hereunder. In the event of any conflict between the terms and conditions of Attachments A, B, C, or the Profile Book, and the terms and conditions set forth in the body of this Agreement, the terms and conditions of this Agreement shall control. 1. Scoge of Services. Vendor shall provide books, cataloging services, processing services, collection development services, and management services ("Services"), which are set forth in more detail in Attachment "A"— Statement of Work, attached hereto and incorporated herein for all purposes. 2. Term. The term of this Agreement is for one (1) year, beginning on the date that this Agreement is executed by the City's Assistant City Manager ("Effective Date"), unless terminated earlier in accordance with this Agreement. City will have the option, in its sole discretion, to renew this Agreement under the same terms and conditions, for up to four (4) one-year renewal options (each a "Renewal Term"). 3. Compensation. 3.1 City Shall pay Vendor in accordance with this Agreement and Exhibit B, which includes discounts and fee schedule of Vendor. No guarantee is made that a specific amount of OFFICIAL RECORD CITY SECRETARY Vendor Services Agreement FT. WORTH, TX Page 1 of 32 products or services will be purchased. Total compensation under this Agreement will not exceed three million two hundred thousand dollars ($3,200,000). Payments shall be made to Vendor by City within 30 days after delivery of the goods and receipt by City of a correct invoice. The Parties acknowledge that this is one of multiple non-exclusive agreements for these services and that the total spend amount for the combined contracts per term cannot exceed the total included herein. 3.2 City will pay Vendor in accordance with the Prompt Payment Act (Chapter 2251 of the Texas Government Code) and the provisions of this Agreement, including Attachment "B"— Payment Schedule, which is attached hereto and incorporated herein for all purposes. 3.3 Vendor will not perform any additional services or bill for expenses incurred for City not specified by this Agreement unless City requests and approves in writing the additional costs for such services. City will not be liable for any additional expenses of Vendor not specified by this Agreement unless City first approves such expenses in writing. 4. Termination. 4.1. Written Notice. City or Vendor may terminate this Agreement at any time and for any reason by providing the other parry with 30 days' written notice of termination. 4.2 Non-Apnronriation of Funds. In the event no funds or insufficient funds are appropriated by City in any fiscal period for any payments due hereunder, City will notify Vendor of such occurrence and this Agreement will terminate on the last day of the fiscal period for which appropriations were received without penalty or expense to City of any kind whatsoever, except as to the portions of the payments herein agreed upon for which funds have been appropriated. 4.3 Duties and Obligations of the Parties. In the event that this Agreement is terminated prior to the Expiration Date, City will pay Vendor for services actually rendered up to the effective date of termination and Vendor will continue to provide City with services requested by City and in accordance with this Agreement up to the effective date of termination. Upon termination of this Agreement for any reason, Vendor will provide City with copies of all completed or partially completed documents prepared under this Agreement. In the event Vendor has received access to City Information or data as a requirement to perform services hereunder, Vendor will return all City -provided data to City in a machine-readable format or other format deemed acceptable to City. 5. Disclosure of Conflicts and Confidential Information. 5.1 Disclosure of Conflicts. Vendor hereby warrants to City that Vendor has made full disclosure in writing of any existing or potential conflicts of interest related to Vendor's services under this Agreement. In the event that any conflicts of interest arise after the Effective Date of this Agreement, Vendor hereby agrees immediately to make full disclosure to City in writing. 5.2 Confidential Information. Vendor, for itself and its officers, agents and employees, agrees that it will treat all information provided to it by City ("City Information") as confidential and will not disclose any such information to a third party without the prior written approval of City. 5.3 Public Information Act. City is a government entity under the laws of the State of Texas and all documents held or maintained for City are subject to disclosure under the Texas Vendor Services Agreement Page 2 of 32 Public Information Act. In the event there is a request for information marked Confidential or Proprietary, City will promptly notify Vendor. It will be the responsibility of Vendor to submit reasons objecting to disclosure to the Texas Attorney General. A determination on whether such reasons are sufficient will not be decided by City, but by the Office of the Attorney General of the State of Texas or by a court of competent jurisdiction. 5.4 Unauthorized Access. Vendor must store and maintain City Information in a secure manner and will not allow unauthorized users to access, modify, delete or otherwise corrupt City Information in any way. Vendor must notify City immediately if the security or integrity of any City Information has been compromised or is believed to have been compromised, in which event, Vendor will, in good faith, use all commercially reasonable efforts to cooperate with City in identifying what information has been accessed by unauthorized means and will fully cooperate with City to protect such City Information from further unauthorized disclosure. 6. Riaht to Audit. Vendor agrees that City will, until the expiration of three (3) years after final payment under this Agreement, or the final conclusion of any audit commenced during the said three years, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records, including, but not limited to, all electronic records, of Vendor involving transactions relating to this Agreement at no additional cost to City. Vendor agrees that City will have access during normal working hours to all necessary Vendor facilities and will be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. City will give Vendor reasonable advance notice of intended audits. 7. Independent Contractor. It is expressly understood and agreed that Vendor will operate as an independent contractor as to all rights and privileges and work performed under this Agreement, and not as agent, representative or employee of City. Subject to and in accordance with the conditions and provisions of this Agreement, Vendor will have the exclusive right to control the details of its operations and activities and be solely responsible for the acts and omissions of its officers, agents, servants, employees, vendors, and subcontractors. Vendor acknowledges that the doctrine of respondeat superior will not apply as between City, its officers, agents, servants and employees, and Vendor, its officers, agents, employees, servants, contractors, and subcontractors. Vendor further agrees that nothing herein will be construed as the creation of a partnership or joint enterprise between City and Vendor. It is further understood that City will in no way be considered a co -employer or a joint employer of Vendor or any officers, agents, servants, employees, contractors, or subcontractors. Neither Vendor, nor any officers, agents, servants, employees, contractors, or subcontractors of Vendor will be entitled to any employment benefits from City. Vendor will be responsible and liable for any and all payment and reporting of taxes on behalf of itself, and any of its officers, agents, servants, employees, or contractors. 8. Liability and Indemnification. 8.1 LIABILITY - VENDOR WILL BE LIABLE AND RESPONSIBLE FOR ANY AND ALL PROPERTY LOSS, PROPERTY DAMAGE AND PERSONAL INJURY, INCLUDING, BUT NOT LIMITED TO, DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, TO THE EXTENT CAUSED BY THE NEGLIGENT ACT(S) OR OMISSION(S), MALFEASANCE OR INTENTIONAL MISCONDUCT OF VENDOR, ITS OFFICERS, REPRESENTATIVES, AGENTS, SERVANTS, EMPLOYEES, CONTRACTORS, OR SUBCONTRACTORS. 8.2 GENERAL INDEMNIFICATION - VENDOR HEREBY COVENANTS AND AGREES TO INDEMNIFY, HOLD HARMLESS, AND DEFEND CITY, ITS OFFICERS, AGENTS, REPRESENTATIVES, SERVANTS, AND EMPLOYEES, FROM AND AGAINST Vendor Services Agreement Page 3 of 32 ANY AND ALL CLAIMS OR LAWSUITS OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, FOR EITHER PROPERTY DAMAGE OR LOSS (INCLUDING ALLEGED DAMAGE OR LOSS TO VENDOR'S BUSINESS AND ANY RESULTING LOST PROFITS) AND PERSONAL INJURY, INCLUDING, BUT NOT LIMITED TO, DEATH, TO ANY AND ALL PERSONS, ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT, TO THE EXTENT CAUSED BY THE NEGLIGENT ACTS OR OMISSIONS OR MALFEASANCE OF VENDOR, ITS OFFICERS, AGENTS, REPRSENTATIVES, SERVANTS, EMPLOYEES, CONTRACTORS, OR SUBCONTRACTORS. 8.3 INTELLECTUAL PROPERTY INDEMNIFICATION - VENDOR AGREES TO DEFEND, SETTLE, OR PAY, AT ITS OWN COST AND EXPENSE, ANY CLAIM OR A CTIONA GAINST CITY FOR INFRINGEMENT OFANYPATENT, COPYRIGHT, TRADE MARK, TRADE SECRET, OR SIMILAR PROPERTY RIGHT ARISING FROM CITY'S USE OF THE SOFTWARE OR DOCUMENTATION IN ACCORDANCE WITH THIS AGREEMENT, IT BEING UNDERSTOOD THAT THIS AGREEMENT TO DEFEND, SETTLE OR PAY WILL NOT APPLYIF CITY MODIFIES OR MISUSES THE SOFTWARE AND/OR DOCUMENTATION. SO LONG AS VENDOR BEARS THE COST AND EXPENSE OF PAYMENT FOR CLAIMS OR ACTIONS AGAINST CITY PURSUANT TO THIS SECTION, VENDOR WILL HAVE THE RIGHT TO CONDUCT THE DEFENSE OF ANY SUCH CLAIM OR ACTION AND ALL NEGOTIATIONS FOR ITS SETTLEMENT OR COMPROMISE AND TO SETTLE OR COMPROMISE ANY SUCH CLAIM, HOWEVER, CITY WILL HAVE THE RIGHT TO FULLY PARTICIPATE IN ANY AND ALL SUCH SETTLEMENT, NEGOTIATIONS, OR LAWSUIT AS NECESSARY TO PROTECT CITY'S INTEREST, AND CITYAGREES TO COOPERATE WITH VENDOR INDOING SO. IN THE EVENT CITY, FOR WHATEVER REASON, ASSUMES THE RESPONSIBILITY FOR PAYMENT OF COSTS AND EXPENSES FOR ANY CLAIM OR ACTION BROUGHT AGAINST CITY FOR INFRINGEMENT ARISING UNDER THIS AGREEMENT, CITY WILL HAVE THE SOLE RIGHT TO CONDUCT THE DEFENSE OF ANY SUCH CLAIM OR ACTIONAND ALL NEGOTIATIONS FOR ITS SETTLEMENT OR COMPROMISE AND TO SETTLE OR COMPROMISE ANY SUCH CLAIM, HOWEVER, VENDOR WILL FULLY PARTICIPATE AND COOPERATE WITH CITY IN DEFENSE OF SUCH CLAIM OR ACTION. CITYAGREES TO GIVE VENDOR TIMELY WRITTENNOTICE OFANYSUCH CLAIM OR ACTION, WITH COPIES OF ALL PAPERS CITY MAY RECEIVE RELATING THERETO. NOTWITHSTANDING THE FOREGOING, CITY'S ASSUMPTION OF PAYMENT OF COSTS OR EXPENSES WILL NOT ELIMINATE VENDOR'S DUTY TO INDEMNIFY CITY UNDER THIS AGREEMENT. IF THE SOFTWARE AND/OR DOCUMENTATION OR ANY PART THEREOF IS HELD TO INFRINGE AND THE USE THEREOF IS ENJOINED OR RESTRAINED OR, IF AS A RESULT OF A SETTLEMENT OR COMPROMISE, SUCH USE IS MA TERIALL Y AD VERSEL Y RESTRICTED, VENDOR WILL, AT ITS OWN EXPENSE AND AS CITY'S SOLE REMEDY, EITHER: (A) PROCURE FOR CITY THE RIGHT TO CONTINUE TO USE THE SOFTWARE AND/OR DOCUMENTATION; OR (B) MODIFY THE SOFTWARE AND/OR DOCUMENTATION TO MAKE IT NON -INFRINGING, PROVIDED THAT SUCH MODIFICATION DOES NOT MATERIALLY ADVERSELY AFFECT CITY'S AUTHORIZED USE OF THE SOFTWARE AND/OR DOCUMENTATION; OR (C) REPLACE THE SOFTWARE AND DOCUMENTATION WITH EQUALL YSUITABLE, COMPATIBLE, AND FUNCTIONALLY EQUIVALENT NON -INFRINGING SOFTWARE AND DOCUMENTATION AT NO ADDITIONAL CHARGE TO CITY, OR (D) IF NONE OF THE FOREGOING ALTERNATIVES IS REASONABLY AVAILABLE TO VENDOR TERMINATE THIS AGREEMENT, AND REFUND ALL AMOUNTS PAID TO VENDOR BY CITY, Vendor Services Agreement Page 4 of 32 SUBSEQUENT TO WH CH TERMINATION CITY MAY SEEK ANYAND ALL REMEDIES AVAILABLE TO CITY UNDER LAW. 9. Assignment and Subcontracting. 9.1 Assignment. Vendor will not assign or subcontract any of its duties, obligations or rights under this Agreement without the prior written consent of City. If City grants consent to an assignment, the assignee will execute a written agreement with City and Vendor under which the assignee agrees to be bound by the duties and obligations of Vendor under this Agreement. Vendor and Assignee will be jointly liable for all obligations of Vendor under this Agreement prior to the effective date of the assignment. 9.2 Subcontract. If City grants consent to a subcontract, the subcontractor will execute a written agreement with Vendor referencing this Agreement under which subcontractor agrees to be bound by the duties and obligations of Vendor under this Agreement as such duties and obligations may apply. Vendor must provide City with a fully executed copy of any such subcontract. 10. Insurance. Vendor must provide City with certificate(s) of insurance documenting policies of the following types and minimum coverage limits that are to be in effect prior to commencement of any Services pursuant to this Agreement: 10.1 Coverage and Limits (a) Commercial General Liability: $1,000,000 - Each Occurrence $2,000,000 - Aggregate (b) Automobile Liability: $1,000,000 - Each occurrence on a combined single limit basis Coverage will be on any vehicle used by Vendor, or its employees, agents, or representatives in the course of providing Services under this Agreement. "Any vehicle" will be any vehicle owned, hired and non -owned. (c) Worker's Compensation: Statutory limits according to the Texas Workers' Compensation Act or any other state workers' compensation laws where the Services are being performed Employers' liability $100,000 - Bodily Injury by accident; each accident/occurrence $100,000 - Bodily Injury by disease; each employee $500,000 - Bodily Injury by disease; policy limit (d) Professional Liability (Errors & Omissions): $1,000,000 - Each Claim Limit Vendor Services Agreement Page 5 of 32 $1,000,000 - Aggregate Limit Professional Liability coverage may be provided through an endorsement to the Commercial General Liability (CGL) policy, or a separate policy specific to Professional E&O. Either is acceptable if coverage meets all other requirements. Coverage must be claims -made, and maintained for the duration of the contractual agreement and for two (2) years following completion of services provided. An annual certificate of insurance must be submitted to City to evidence coverage. 10.2 General Requirements (a) The commercial general liability and automobile liability policies must name City as an additional insured thereon, as its interests may appear. The term City includes its employees, officers, officials, agents, and volunteers in respect to the contracted services. (b) A minimum of Thirty (30) days' notice of cancellation or reduction in limits of coverage must be provided to City. Ten (10) days' notice will be acceptable in the event of non-payment of premium. Notice must be sent to the Risk Manager, City of Fort Worth, 200 Texas Street, Fort Worth, Texas 76102, with copies to the Fort Worth City Attorney at the same address. (c) The insurers for all policies must be licensed and/or approved to do business in the State of Texas. All insurers must have a minimum rating of A- VII in the current A.M. Best Key Rating Guide, or have reasonably equivalent financial strength and solvency to the satisfaction of Risk Management. If the rating is below that required, written approval of Risk Management is required. (d) Any failure on the part of City to request required insurance documentation will not constitute a waiver of the insurance requirement. (d) Certificates of Insurance evidencing that Vendor has obtained all required insurance will be delivered to the City prior to Vendor proceeding with any work pursuant to this Agreement. 11. Compliance with Laws, Ordinances, Rules and Regulations. Vendor agrees that in the performance of its obligations hereunder, it will comply with all applicable federal, state and local laws, ordinances, rules and regulations and that any work it produces in connection with this Agreement will also comply with all applicable federal, state and local laws, ordinances, rules and regulations. If City notifies Vendor of any violation of such laws, ordinances, rules or regulations, Vendor must immediately desist from and correct the violation. 12. Non -Discrimination Covenant. Vendor, for itself, its personal representatives, assigns, contractors, subcontractors, and successors in interest, as part of the consideration herein, agrees that in the performance of Vendor's duties and obligations hereunder, it will not discriminate in the treatment or employment of any individual or group of individuals on any basis prohibited by law. IF ANY CLAIM ARISES FROM AN ALLEGED VIOLATION OF THIS NON-DISCRIMINATION COVENANT BY VENDOR, ITS PERSONAL REPRESENTATIVES, ASSIGNS, CONTRACTORS, SUBCONTRACTORS, OR SUCCESSORS IN INTEREST, VENDOR AGREES TO ASSUME SUCH LIABILITY AND TO INDEMNIFY AND DEFEND CITY AND HOLD CITY HARMLESS FROM SUCH CLAIM. Vendor Services Agreement Page 6 of 32 13. Notices. Notices required pursuant to the provisions of this Agreement will be conclusively determined to have been delivered when (1) hand -delivered to the other party, its agents, employees, servants or representatives or (2) received by the other party by United States Mail, registered, return receipt requested, addressed as follows: To CITY: City of Fort Worth Attn: Jesica McEachern 100 Fort Worth Trail Fort Worth, TX 76102 With copy to Fort Worth City Attorney's Office at same address To VENDOR: BAKER & TAYLOR, LLC Jennifer Rhyne, Director, Purchasing Services 2810 Coliseum Centre Drive, Suite 300 Charlotte, NC 28217 Facsimile: 704-998-3260 Email: Jennifer.Rhyne@baker-taylor.com 14. Solicitation of Emnlovees. Neither City nor Vendor will, during the term of this Agreement and additionally for a period of one year after its termination, solicit for employment or employ, whether as employee or independent contractor, any person who is or has been employed by the other during the term of this Agreement, without the prior written consent of the person's employer. Notwithstanding the foregoing, this provision will not apply to an employee of either party who responds to a general solicitation of advertisement of employment by either party. 15. Governmental Powers. It is understood and agreed that by execution of this Agreement, City does not waive or surrender any of its governmental powers or immunities. 16. No Waiver. The failure of City or Vendor to insist upon the performance of any term or provision of this Agreement or to exercise any right granted herein does not constitute a waiver of City's or Vendor's respective right to insist upon appropriate performance or to assert any such right on any future occasion. 17. Governine Law / Venue. This Agreement will be construed in accordance with the laws of the State of Texas. If any action, whether real or asserted, at law or in equity, is brought pursuant to this Agreement, venue for such action will lie in state courts located in Tarrant County, Texas or the United States District Court for the Northern District of Texas, Fort Worth Division. 18. Severability. If any provision of this Agreement is held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions will not in any way be affected or impaired. 19. Force Maieure. City and Vendor will exercise their best efforts to meet their respective duties and obligations as set forth in this Agreement, but will not be held liable for any delay or omission in performance due to force majeure or other causes beyond their reasonable control, including, but not limited to, compliance with any government law, ordinance, or regulation; acts of God; acts of the public enemy; fires; strikes; lockouts; natural disasters; wars; riots; epidemics or pandemics; government action or inaction; orders of government; material or labor restrictions by any governmental authority; transportation problems; restraints or prohibitions by any court, board, department, commission, or agency of the United States or of any States; civil disturbances; other national or regional emergencies; or any other similar cause not enumerated herein but which is beyond the reasonable control of the Party whose performance is affected (collectively, "Force Majeure Event"). The performance of any such obligation is Vendor Services Agreement Page 7 of 32 suspended during the period of, and only to the extent of, such prevention or hindrance, provided the affected Party provides notice of the Force Majeure Event, and an explanation as to how it prevents or hinders the Party's performance, as soon as reasonably possible after the occurrence of the Force Majeure Event, with the reasonableness of such notice to be determined by the City in its sole discretion. The notice required by this section must be addressed and delivered in accordance the notice section of this Agreement. 20. Headings Not Controlling. Headings and titles used in this Agreement are for reference purposes only, will not be deemed a part of this Agreement, and are not intended to define or limit the scope of any provision of this Agreement. 21. Review of Counsel. The parties acknowledge that each party and its counsel have reviewed and revised this Agreement and that the normal rules of construction to the effect that any ambiguities are to be resolved against the drafting party will not be employed in the interpretation of this Agreement, including the attachments. 22. Amendments / Modifications / Extensions. No amendment, modification, or extension of this Agreement will be binding upon a party hereto unless set forth in a written instrument, which is executed by an authorized representative of each party. 23. Entirety of Agreement. This Agreement, including the attachments, contains the entire understanding and agreement between City and Vendor, their assigns and successors in interest, as to the matters contained herein. Any prior or contemporaneous oral or written agreement is hereby declared null and void to the extent in conflict with any provision of this Agreement. 24. Counterparts. This Agreement may be executed in one or more counterparts and each counterpart will, for all purposes, be deemed an original, but all such counterparts will together constitute one and the same instrument. 25. Warranty of Services. Vendor warrants that its services will be of a high quality and conform to generally prevailing industry standards. City must give written notice of any breach of this warranty within thirty (30) days from the date that the services are completed. In such event, at Vendor's option, Vendor will either (a) use commercially reasonable efforts to re -perform the services in a manner that conforms with the warranty, or (b) refund the fees paid by City to Vendor for the nonconforming services. 26. Immigration and Nationalitv Act. Vendor must verify the identity and employment eligibility of its employees who perform work under this Agreement, including completing the Employment Eligibility Verification Form (I-9). Upon request by City, Vendor will provide City with copies of all I-9 forms and supporting eligibility documentation for each employee who performs work under this Agreement. Vendor must adhere to all Federal and State laws as well as establish appropriate procedures and controls so that no services will be performed by any Vendor employee who is not legally eligible to perform such services. VENDOR WILL INDEMNIFY CITY AND HOLD CITY HARMLESS FROM ANY PENALTIES, LIABILITIES, OR LOSSES DUE TO VIOLATIONS OF THIS PARAGRAPH BY VENDOR, VENDOR'S EMPLOYEES, CONTRACTORS, SUBCONTRACTORS, OR AGENTS. City, upon written notice to Vendor, will have the right to immediately terminate this Agreement for violations of this provision by Vendor. 27. Ownership of Work Product. City will be the sole and exclusive owner of all reports, work papers, procedures, guides, and documentation that are created, published, displayed, or produced in conjunction with the services provided under this Agreement (collectively, "Work Product"). Further, City will be the sole and exclusive owner of all copyright, patent, trademark, trade secret and other proprietary Vendor Services Agreement Page 8 of 32 rights in and to the Work Product. Ownership of the Work Product will inure to the benefit of City from the date of conception, creation or fixation of the Work Product in a tangible medium of expression (whichever occurs first). Each copyrightable aspect of the Work Product will be considered a "work -made - for -hire" within the meaning of the Copyright Act of 1976, as amended. If and to the extent such Work Product, or any part thereof, is not considered a "work -made -for -hire" within the meaning of the Copyright Act of 1976, as amended, Vendor hereby expressly assigns to City all exclusive right, title and interest in and to the Work Product, and all copies thereof, and in and to the copyright, patent, trademark, trade secret, and all other proprietary rights therein, that City may have or obtain, without further consideration, free from any claim, lien for balance due, or rights of retention thereto on the part of City. 28. Signature Authoritv. The person signing this Agreement hereby warrants that they have the legal authority to execute this Agreement on behalf of the respective party, and that such binding authority has been granted by proper order, resolution, ordinance or other authorization of the entity. This Agreement and any amendment hereto, may be executed by any authorized representative of Vendor. Each party is fully entitled to rely on these warranties and representations in entering into this Agreement or any amendment hereto. 29. Change in Companv Name or Ownership. Vendor must notify City's Purchasing Manager, in writing, of a company name, ownership, or address change for the purpose of maintaining updated City records. The president of Vendor or authorized official must sign the letter. A letter indicating changes in a company name or ownership must be accompanied with supporting legal documentation such as an updated W-9, documents filed with the state indicating such change, copy of the board of director's resolution approving the action, or an executed merger or acquisition agreement. Failure to provide the specified documentation may adversely impact invoice payments. 30. No Bovcott of Israel. If Vendor has fewer than 10 employees or this Agreement is for less than $100,000, this section does not apply. Vendor acknowledges that in accordance with Chapter 2271 of the Texas Government Code, the City is prohibited from entering into a contract with a company for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the contract. The terms "boycott Israel" and "company" has the meanings ascribed to those terms in Chapter 2271 of the Texas Government Code. By signing this Agreement, Vendor certifies that Vendor's signature provides written verification to the City that Vendor: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the Agreement. 31. Prohibition on Bovcotting Energv Companies. If Vendor has fewer than 10 employees or this Agreement is for less than $100,000, this section does not apply. Vendor acknowledges that in accordance with Chapter 2276 of the Texas Government Code, the City is prohibited from entering into a contract for goods or services that has a value of $100,000 or more that is to be paid wholly or partly from public funds of the City with a company with 10 or more full-time employees unless the contract contains a written verification from the Vendor that it: (1) does not boycott energy companies; and (2) will not boycott energy companies during the term of this Agreement. To the extent that Chapter 2276 of the Government Code is applicable to this Agreement, by signing this Agreement, Vendor certifies that Vendor's signature provides written verification to the City that Vendor: (1) does not boycott energy companies; and (2) will not boycott energy companies during the term of this Agreement. 32. Prohibition on Discrimination Against Firearm and Ammunition Industries. If Vendor has fewer than 10 employees or this Agreement is for less than $100,000, this section does not apply. Vendor acknowledges that except as otherwise provided by Chapter 2274 of the Texas Government Code, the City is prohibited from entering into a contract for goods or services that has a value of $100,000 or more that is to be paid wholly or partly from public funds of the City with a company with 10 or more Vendor Services Agreement Page 9 of 32 full-time employees unless the contract contains a written verification from the Vendor that it: (1) does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association; and (2) will not discriminate during the term of the contract against a firearm entity or firearm trade association. To the extent that Chapter 2274 of the Government Code is applicable to this Agreement, by signing this Agreement, Vendor certifies that Vendor's signature provides written verification to the City that Vendor: (1) does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association; and (2) will not discriminate against a firearm entity or firearm trade association during the term of this Agreement. 33. Electronic Signatures. This Agreement may be executed by electronic signature, which will be considered as an original signature for all purposes and have the same force and effect as an original signature. For these purposes, "electronic signature" means electronically scanned and transmitted versions (e.g. via pdf file or facsimile transmission) of an original signature, or signatures electronically inserted via software such as Adobe Sign. (signature page follows) (remainder of this page intentionally left blank) Vendor Services Agreement Page 10 of 32 IN WITNESS WHEREOF, the parties hereto have executed this Agreement in multiples. CITY OF FORT WORTH: By: - Name: Jesica McEachern Title: Assistant City Manager 11 /05/2024 Date: VENDOR: BAKER & TAYLOR, LLC: By. Name: Jennifer Rhyne Title: Director, Purchasing Services Date: 10/30/2024 FOR CITY OF FORT WORTH INTERNAL PROCESSES: Approval Recommended: Contract Compliance Manager: By signing I acknowledge that I am the person responsible for the monitoring and administration of this contract, including ensuring all performance By. Midori Clark (Oct 31, 202408:32 CDT) and reporting requirements. Name: Midori Clark Title: Library Director Q.00voaOgn Attest: �oF FO.. r�44 By: pName: Jessica Dean Title: Administrative Services Manager da g C aa445g4a By: Name: Jannette Goodall Approved as to Form and Legality: Title: City Secretary Contract Authorization: By: M&C: 24-0444 Name: Andrea Phillips Date M&C Approved: 5/21/2024 Title: Assistant City Attorney Form 1295: 2024-1152912 OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Vendor Services Agreement Page 11 of 32 ATTACHMENT A STATEMENT OF WORK GENERAL Within 30 days of contract execution, Vendor will schedule a meeting, in -person or virtual, at Vendor's expense, with the Collection Development and Technical Services staff located at the Fort Worth Public Library Operations Center at 8628 Camp Bowie Blvd, West, Fort Worth, Texas, 76116, to complete the profile documents that define cataloging, processing, selection lists, selection and ordering system, reports, shipping, invoicing, and other services. The profile documents will also include timelines with milestones for initial orders, shelf -ready samples, training, and other services. 2. In the initial term of the agreement and any subsequent renewals, the Vendor will provide meetings, in - person or virtual, at Vendor's expense, where the Vendor will spend time with the Collection Management Division staff to discuss selection, ordering, cataloging, and processing. Vendor will conduct quarterly conference calls or virtual meetings with key Vendor and Library staff to discuss plans, issues, and new services. 3. Vendor will assign a specific individual to be responsible for the Library account and handling customer service issues within one calendar week of contract execution. This person will be available during normal business hours Monday through Friday excluding Federal, Texas, or City holidays. Vendor will provide additional contact names, phone numbers, and e-mail addresses for cataloging and processing services. 4. Library will designate a project coordinator, list Library staff authorized to make decisions regarding Vendor services and fulfillment, and list other Library staff who are allowed to contact Vendor with questions regarding services and fulfillment. Vendor's collection development and cataloging services will be managed by staff members with ALA accredited Masters of Library Science/Information Science degrees and have significant professional experience in their fields. Vendor will have sufficient selection, cataloging, and processing staff to meet the demands of this contract. 6. Vendor will provide ongoing support for its online system and provide notification when new releases or upgrades are available. Vendor will provide system support Monday — Friday 8:30am — 4:30pm EST. The Library can contact support at (800) 775-3700 or techsupport@baker-taylor.com. 7. Vendor will provide one or more toll -free telephone numbers and/or e-mail addresses for use in placing orders and contacting customer service representatives 8. Vendor will provide training guides and live training on its online selection and ordering system, either on -site or via webinar, to Library staff. On -site training will be at Vendor's expense. Training schedule and format will be determined when the Profiling Documents are created. 9. The Library will order the majority of materials shelf -ready. For the purposes of this contract, "shelf - ready" means upon receipt of books, the Library staff shall verify the contents of the shipment, accept, check -in, and put the items into circulation. Shelf -ready items will have been cataloged and processed according to Library specifications and no additional cataloging and/or processing will be required of Library staff. Vendor Services Agreement Page 12 of 32 10. Vendor deliver items to the City: a. Vendor will ship in -stock items ordered book -only and Mylar jacket -only within an average of 2 business days of order date. b. Vendor will ship at least 1 business days prior to street date those items ordered book -only and Mylar jacket -only that are ordered pre -publication and have an initial print run over 100,000. c. Vendor will ship by street date those items ordered shelf -ready that are ordered pre -publication and have an initial print -run over 100,000. d. Vendor will ship other in -stock items, whether ordered with shelf -ready cataloging and processing, within an average of 10 business days of order date. e. Vendor will ship 85% of published items ordered shelf -ready within an average of 20 business days Vendor's RFP Response contains additional details relating to shipping timeframes. For items 10.b and 10.c. hereof, Vendor will use commercially reasonable efforts to ship for delivery within the stated timeframes for street date materials. Vendor is reliant on publishers to provide units of high demand titles in a timely fashion. On rare occasions, publishers do not ship items to Vendor with sufficient amount of time to ensure street date delivery to the City. In these cases, Vendor will use commercially reasonable efforts to minimize the impact of publisher delay by shipping on an expedited basis. For items 10.a. and 10.d hereof, turn times as stated in Vendor's RFP response refer to days to ship from Vendor's warehouse following acceptance of order. Regarding item 10.e. hereof, Vendor's RFP Response contains additional details. 11. Vendor shall not charge City any sales tax for items under this Agreement. 12. The Vendor will warrant all items to be new, free from defects in design, materials and workmanship, and to be fit for their intended purpose. Unless otherwise specified, all items will be guaranteed for a minimum period of 120 days against defects in material and workmanship. During this period, if a defect is found and determined not to be caused by misuse, the Vendor will replace the item free of charge to the Library, or credit the invoice if the item cannot be replaced. 13. Damaged and defective items, items damaged in shipment, picking errors, and incorrectly shipped items (for example, wrong title, wrong quantity, duplicate shipments) will be returned to the Vendor for replacement. In the event a suitable replacement does not exist, a credit memo may be issued to the Library. Vendor will issue a UPS call tag or the equivalent upon request of the Library. 14. See Vendor's RFP Response attached hereto as Exhibit C. In the event of any conflict between this Exhibit A and Exhibit C, Exhibit C shall control. COLLECTION DEVELOPMENT AND ORDERING 15. Vendor will maintain the capability of providing a broad comprehensive spectrum of books in quantities to meet the needs of a large public library system. Vendor will continue to work with a wide range of publishers including small presses, large print publishers, and Spanish language publishers, including Spanish language publishers outside the United States, for the duration of the agreement. 16. Vendor will supply new trade adult and children's fiction and nonfiction in hard cover, library binding, trade/quality paperback, and mass market paperback formats. This includes graphic novels, test study guides, large print books, lift -the -flap books, board books larger than four inches square, Spanish language books, bilingual books, and books with permanently attached digital audio players (Vox Books). See descriptions of these categories in Exhibit B hereof. Vendor Services Agreement Page 13 of 32 17. The Library may add additional formats as new formats become available. The Library will contact the Vendor when new formats are added. 18. The Library will use Vendor's Title Source 360 for selection and acquisitions. Vendor will offer a TitleSource 360 subscription to the Library at no charge. This subscription package includes grid capabilities, MARC profiler, full text reviews including Booklist, and unlimited user ids for the Fort Worth Public Library. Library will designate which staff have administrative privileges. 19. Vendor will provide pre -publication alerts and customized selection lists, based on the Library's collection development profiles, for various age levels, topics, languages, and genres. Lists will be available at the Vendor's website. Library staff will be able to create orders online directly from these lists. Specific lists and delivery schedule will be mutually agreed upon when the Profiling Documents are created, but can be updated at any time with mutual agreement from both parties. Titles on the selection lists will meet the standards described in the RFP. 20. Vendor will provide a rush account service that the Library can use to expedite high demand titles. Vendor and Library may agree on other types of accounts to handle street date and various other delivery deadlines, special collections, and service levels. 21. Vendor will provide real-time in -stock information online. 22. The Library utilizes an Integrated Library System (ILS) called Polaris ILS from the vendor Innovative Interfaces, Inc. The Vendor will recognize and interface with the Polaris ILS. 23. Vendor's website will provide online grid -ordering functionality. Library may add quantity and grid information item by item to a cart or add items using grid templates with multiple locations and funds. Library acquisitions personnel will be able to create order carts that can then be downloaded to a MARC file using the Polaris load table to create multiple funds and locations in the Polaris order record. Once the order is placed through the Library's ILS, Vendor will deliver an electronic confirmation (acknowledgement) within 15 minutes to a destination FTP site accessible by Library or to a designated point of contact via email. 24. When the Profiling Documents are created, Library and Vendor will decide which Enriched order data information will be included. Options include title and copy information, branch codes, quantity per branch, call numbers, item type, location, holding codes, etc. 25. The Vendor will accept firm orders in all the following formats: EDI (Electronic Data Interchange). Vendor will provide a system with the ability to build orders containing agency, copies, and fund code information in the Library's ILS. FTP (File Transfer Protocol) Ordering directly on the Vendor's database 26. The Vendor's online ordering system will be capable of processing, controlling, documenting, and reporting the following data elements: • Vendor name and address • Billed to location • Shipped to location • Account number • Purchase order number Vendor Services Agreement Page 14 of 32 • Title, ISBN and other basic bibliographic and format information • ILS bibliographic number, ILS item record id, or other designated match point • ILS collection code • Locations, number of copies and fund codes • Special ordering/processing notes, to be defined when Profiling Documents are created • Unit cost • Extended and total amounts 27. Vendor's ordering system will build an order record in the Vendor database with 970 tag or other functionality that can be used to create an order record in the Library's ILS. 28. Vendor will provide order acknowledgment, confirmation, cancellation, standing order, and status reports. Report frequency and delivery method will be finalized during the creation of the Profiling Documents. 29. Vendor will provide detailed order status information on its website. During the creation of the Profiling Documents, Library and Vendor will agree on additional order status reports that may be required. 30. Vendor will maintain a 120-day backorder life for all titles. When titles reach this end of backorder life the Vendor will automatically cancel them and include them on a cancellation report that include at the minimum, author, title, publication date, quantity cancelled, PO name, and reason for cancellation. Vendor will indicate the reason for the cancellation on the notice supplied to the Library. CATALOGING AND PROCESSING 31. While the majority (up to 95%) of library materials will be cataloged and processed, not all materials ordered will be. 32. Bibliographic records will be consolidated whenever possible. Trade/quality paperbacks and mass -market paperbacks are added to comparable records for the hardcover when issued by the same publisher regardless of publication year, unless it is a revised edition. When a paperback is attached to a hardcover record, the ISBN of the paperback is added to the 020 field. 33. Vendor agrees to use the Z39.50 cataloging method. Sources, selection, editing, and addition of bibliographic records; addition of holdings records; and updating Online Computer Library Center (OCLC) bibliographic information will follow the standards and specifications outlined in the RFP and finalized during the creation of the Profiling Documents. 34. The Vendor will be allowed a 60-day learning period for cataloging and processing from the date of the beginning of the agreement. Vendor will be required to maintain an error rate of less than 1% quarterly for cataloging. Errors are defined as variations from the cataloging and processing specifications outlined in the RFP and agreed to during the creation of the Profiling Documents. Library and Vendor will work together to describe the tracking and reporting process. 35. After the above mentioned 60-day learning period, the Vendor will be required to credit the Library quarterly for the shelf -ready cost of each affected item with errors. The Library will record errors as they occur and report them to the vendor quarterly for credit. The credit amount will be the full cost of the item's processing as defined in Exhibit B. These credits will reimburse the Library for its efforts in correcting the work of the Vendor. In addition to tracking errors reported by staff, the Library will sample random shipments for accuracy. Vendor Services Agreement Page 15 of 32 36. The Library will report errors to the Vendor immediately, and Vendor will take steps to ensure future shipments are correct and that percentages are within the specifications. Failure of the Vendor to maintain acceptable percentages may result in the termination of this Agreement. 37. Changing Library needs may result in changes to cataloging specifications. Changes will be mutually agreed -upon by the Library and the Vendor. While changes may be discussed and agreed upon via telephone, all changes will be followed up in writing via e-mail or other written communication. Vendor will have changes implemented within 30 days of written notification of the change. If changes cannot be agreed on the City may terminate this agreement with 60 days' written notice. 38. Vendor will follow the standards and specifications for the physical processing of books as outlined in the RFP and finalized during the creation of the Profiling Documents. SHIPPING, INVOICING, AND PAYMENT 39. The Library will work with Vendor to determine the optimal shipping schedule and methods, such as consolidated shipment, drop shipping, etc. when the Profiling Documents are created. 40. Library understands that the CLS accounts with grid distributions do not make partial shipments. 41. All shipments must be accompanied by a packing list. Packing lists will include quantity ordered, quantity shipped, quantity backordered, title, author, ISBN, and purchase order numbers. Each packing slip will reference the corresponding invoice. During creation of the Profiling Documents, Library and Vendor will determine whether each box in a shipment will contain a packing slip, or if one box will have the master packing slip. 42. Vendor will absorb all shipping and handling charges, including any fuel surcharges. Inside delivery to the Acquisitions Unit is required. Library staff will not assist with the unloading of pallets. The Library does not have a loading dock. 43. Prices shall be Free On -Board Destination. Freight prepaid (FOB-D F/P). For the purposes of this contract, FOB-D F/P is defined as: Title passes to Library when goods are delivered inside the Library's specified delivery location. Vendor pays freight when goods leave its dock. Vendor bears all freight charges. Vendor owns and is held liable for all goods, including cataloged and processed goods, and assumes liability for damage/loss while said items are in storage and/or in transit. Vendor files claims, if any. Library understands that once materials are cataloged and/or processed to the library's specifications, the Library is obligated to receive and purchase the materials unless the items were ordered in error by the Vendor, the items are not the items ordered by City, or the items are damaged. 44. If orders are not part of an opening day collection, all orders will be delivered to: Fort Worth Public Library —Operations Center Technical Services Unit 8628 Camp Bowie Blvd, West Fort Worth TX 76116 45. The shipping label on each carton will list the pack date, freight carrier, purchase order number, account number, Baker & Taylor picklist number, carton number and individual carton weight. Each carton in a shipment is numbered, and the final carton also indicates total carton count (e.g. 1,2,3, and 4 of 4). If Vendor is unable to provide all the copies required for branch distribution in one shipment, they will Vendor Services Agreement Page 16 of 32 contact the Acquisitions Manager to agree how to handle the order. Vendor will not drop ship partial deliveries to branches. 46. Cartons will not exceed the maximum dimensions accepted by the U.S. Postal Service regardless of the carrier used. Maximum weight of each carton will not exceed 55 pounds. 47. Materials will be packed adequately to prevent damage in transit. Cartons will be properly sealed to meet or exceed recommendations and requirements of the U.S. Postal Service to ensure their arrival in excellent condition. 48. Vendor will include packing lists on all shipments that are not shipped with invoices. 49. Vendor will send electronic invoice files to a destination FTP site that accessible by the Library when orders are ready to ship. Vendor will also send EDI invoices to the ILS. 50. Vendor will provide materials invoices. These invoices can be hard copies or by electronic mail sent to Library staff members who will be identified during the creation of the profiling documents. If email is not available, and invoices accompany shipments, the carton containing the invoice shall be marked to indicate that the invoice is inside. In the event that including an invoice holds up a shipment by more than 1 day, the Library will accept shipments without invoices. The invoice must arrive within one week after the shipment has arrived. 51. Vendor's invoices for each title will include quantity, title (listed alphabetically), author, ISBN, unit list price, discount, unit price with the discount applied, and the extended total cost. The City's purchase order number and Vendor's Federal Employer Identification Number (FEIN) must also be listed on the invoice. Other invoice options will be decided during the creation of the Profiling Documents. 52. Vendor will invoice cataloging, processing, and any service other than the materials separately. Cataloging and processing can be invoiced separately or combined, but each cataloging and processing invoice will be numerically one number higher than the corresponding materials invoice. Invoice cost/pricing for cataloging and processing services will be expressed in specific monetary amounts, not percentages. 53. In the event that an invoice is incorrect, the Vendor will issue a corrected invoice. 54. In the event of an error requiring the Library to receive credit, Vendor will provide a credit memo in writing. The credit memo will include a description of what the credit was for and reference the corresponding invoice to which that the credit memo will be applied. 55. Electronic invoices are allowed by the City of Fort Worth's Accounts Payable department, but faxed invoices are not. In the event an invoice is faxed, the original invoice must also be sent to the Acquisitions Unit by mail or email. 56. Vendor must accept payment by either City of Fort Worth check, credit card, or through the City's ACH (Automated Clearing House) electronic funds transfer system. ACH is the preferred method. 57. Vendor shall send invoices with payment terms of "Net 30 days" only. 58. Vendor will make reasonable adjustments to shipping and invoicing processes as the Library develops workflow efficiencies. Vendor Services Agreement Page 17 of 32 OPENING DAY COLLECTIONS 59. Vendor will provide collection services in conjunction with any opening day collection (ODC) at no cost to the Library above and beyond the contracted charges for such services for the general collection. ODC services will include scheduled selection lists, shelf -ready cataloging and processing, storage of materials until the Library is ready to shelve -out, and delivery to the new location. If there are special services required for collections unique to the new location, additional costs will be negotiated on a case -by -case basis. 60. Library will produce lists of titles that are to be automatically included in the ODC. Vendor will exclude these titles from any ODC selection lists. 61. Vendor will create ODC lists in categories to be designated by the Library including separate adult, teen, and youth lists for Dewey number breakdowns and fiction genres. 62. Vendor ODC lists must include the following information per title: • Author/editor (last name first) • Title • Publisher • Date of publication • Edition • List price • Discount price • 13-digit ISBN or ISSN • Availability of the item • Binding type • Full text review, if available, or book description/annotation • Indication of initial print run, if available 63. ODC selection lists will only contain items the Vendor can supply. 64. ODC selection lists will be posted to Title Source 360 and will be ordered through the vendor website. 65. Library will be given a minimum of 30 days after receipt of acceptable ODC selection list to select and place the order. 66. Previously selected titles must not appear on forthcoming ODC selection lists. 67. Library will place ODC orders in accordance with the mutually -agreed to project schedule. Vendor will be kept apprised of revisions of the opening date. Vendor will supply and ship 90% of the items 30 days prior to opening day, provided the Library abides by the schedule. 68. Vendor will provide all staff support, office and warehouse space and the equipment and supplies necessary for the acquiring materials from publishers, processing, cataloging, storage and shipment of ODC items. Vendor will designate at least one individual by name to serve as its representative to Library during the agreement period. 69. Invoicing for ODC materials, cataloging and processing will occur at the end of the project once materials Vendor Services Agreement Page 18 of 32 are received by the City of Fort Worth as required by the City of Fort Worth purchasing rules. Vendor will issue one invoice per ODC purchase order. 70. Materials for the ODC will be stored separately from the materials being ordered for existing branches. 71. Vendor will establish separate ODC accounts for each category of materials as defined by Library. Each fund account will have a cap determined by Library, which may not be exceeded or adjusted unless authorized by Library. 72. Vendor must issue an ODC fund report twice monthly. It will at least include: • Fund name • Original budgeted amount • Backorder amount • Invoiced amount • Available balance • Number of books ordered • Number of books in process • Number of books backordered • Number of books cancelled • Number of books invoiced • Total balances for each category listed above 73. Orders made for an ODC will be stored and shipped at no additional cost to the Library until delivery is requested by City. Vendor will store all ODC materials in a climate -controlled facility until requested by Library. Storage should be by Dewey number ranges or other material categories and boxed and shipped in rough shelf list order. 74. Vendor will conduct an initial conference call or site visit within 30 days of an announced ODC project. An additional site visit or conference call to review and amend the Profiling Documents for each ODC project will occur within 45 days of such date. 75. Vendor's project contact person will be available for weekly conference calls to discuss the ODC project. 76. Vendor will work with Library to develop ODC project schedules and timelines. 77. Library will provide 30 days' notice for delivery of projects up to 50,000 units and 45-60 days for projects that exceed 50,000 units. 78. At Vendor's expense, Vendor will provide an employee to be on -site for the delivery of the ODC collection. COLLECTION ANALYSIS TOOLS 79. Vendor will provide its collectionHQ and ESP Evidence -Based Selection Planning tools to assist the Library with collection analysis and development. ADDITIONAL SERVICES Vendor Services Agreement Page 19 of 32 80. Vendor will provide access to collectionHQ a full suite of collection analysis and development tools. Vendor will charge $27,500 for an annual subscription. 81. Vendor will provide Evidence -based Selection Planning free of charge. 82. Library may utilize the Sustainable Shelves service for discarded Library materials and donated materials. A specific account will be set up and utilized for the credits that are offered for the materials that are processed through Sustainable Shelves. EVALUATING AND MEASURING THE SUCCESS OF THE AGREEMENT 83. The Library will conduct monthly audits on invoices to ensure that pricing and discounts are aligned with this contact. The Library will conduct turn -around -time studies to determine if the needs of the Library are being met. The time studies will evaluate how long it takes from the date of publication or the date of order to get the cataloged and processed materials to the Library. The expected cataloging and processing error rates of less than 1 % will also be taken into account when evaluating the success of the agreement. Vendor's overall fill rate for all United State imprints, for each year of the contract, must meet or exceed eighty-five percent (85%) for all items ordered. Failure to meet this measure may result in termination of this Agreement. FLEXIBILITY IN MEETING SPECIAL CIRCUMSTANCES AND NEEDS 84. Vendor will work with the Library to try to meet any special circumstances or changing needs that may occur during the contract period, such as the planned upgrades of the existing ILS, implementation of a new Integrated Library System and/or workflow and process changes. The Library will strive to be flexible and open-minded, as well. The Library will be interested in and open to ideas from Vendor on ways to improve turn -around -times, workflow, and service to our customers. 85. The Library reserves the right to add and/or delete services to this agreement. Should a service addition or deletion result in changes to payments or prices, such changes will be incorporated by amendments. Vendor Services Agreement Page 20 of 32 ATTACHMENT B PAYMENT SCHEDULE PRICING PROPOSAL EXHIBIT A PRINT MATERIAL Based on the information contained in your Request for Proposal, we are pleased to propose the following pricing for print material. Baker & Taylor/CLS reserves the right to adjust pricing if the Library's requirements change at any time throughout the project. Should the library require additional services in collection development, cataloging, processing, reporting, storage, or shipment, Baker & Taylor/CLS may adjust pricing accordingly. If the library system cannot be accessed via our Z39.50 methodology, then CLS may discuss alternative methodologies for system and shelf ready material. It should be noted that the cost for an alternative methodology other than what is outlined within this proposal, would be different than the pricing quoted below. All items will be supplied by CLS unless otherwise noted: Print Ongoing Collection Services................................................................................$3.95{unit INCLUDES: 1. ADAPTIVE AND COPY CATALOGING WITH GIP UPGRADES WHERE NEEDED, UTILIZING Z39.50 PROTOCOL 2. ITEM LINKING 3. PROJECT MANAGEMENT SUPPORT d. MYLAR JACKET 5. LABEL PROTECTORS E. SPINE LABEL 7. BOOK I-ABEL S. BARCODELABEL 9. BAKER & TAYLOR UNIVERSAL RFID, APPLIED & LINKED ADDITIONAL SERVICES AVAILABLE UPON REQUEST: LAMINATE PAPERBACK COVERS ADDITIONAL] 7 MIL CLEAR POLY......................................................................................................S2.I5juNIT ORIGINAL CATALDGING SERVICE SUBSCRIPTION ............ ............................................................ $3,750.00/YEAR {PROVISION OF ORIGINAL CATALOGING SERVICES FOR CUSTOM ILE D SERVICE ACCOUNTS, COVERING ANY AND ALL FORMATS} PAYMENT TERMS ARE NET 30 DAYS FROM DATE OF INVOICE. Vendor Services Agreement Page 21 of 32 Exhibit B Page 1 of 2 Baker & Taylor Discount Terms and Conditions of Sale (Firm Order Print Book) Fort Worth Public Library — RFP 24-0144 Baker & Taylor is pleased to offer the discount terms and conditions contained in this Exhibit B. The pricing grid below provides discounts for each product category offered by Baker & Taylor, as further explained in ENDNOTES (a) through Ifl below. Product Category Definition la), (f) Price Indicator If) Discount {fl Category I. Adult Trade Hardcover Editions - . & Non -Fiction, and may include 01- Hero one) {Adult Hardcover Trade Editions} (F . - 01= 48.0 Y. some spoken word audio; see also Product C=48-0 91. Category IX for exceptions) C - (Hardcover Computer Books) ll luven ile Trade Ha rdcover Editions 11 (F . - - . & Non -Fiction; see a Isis Product 11 = 48.0 % Category IX for exceptions) III. Adult QuaRry?aperbackEdtions B- fPaperbackTradeEditions) (F , ' -& Non -Fiction; see also Product 8=41.1 Y. Category IX for exceptions) C -(Paperback Computer Books) C = 41-1 Y. IV. Juvenile Quality Paperback Editions G (Popular Fiction & Non -Fiction; see also Product G 41.1 Y. = Category I% for exceptions) V. Mass Market Paperback Editions; see also Product P Category IX for exceptions P=41.1 % VI. Single Edition Reinforced (Juvenile; we also R Product Category IX for exceptions) R=25-0 Y. VI I. Publisher's Library Edition (Juvenile; see also 2 Product Category IX for exceptions) Z = 25-0 % VIII- University Press Trade Editions (may be of any A product category or binding type and include some spoken ward audio; see also Product Category IX A = 8.0 % for exceptions) IX. Text, Technical, Reference, Professional Med ical, 5/X/N-IText,Tech nical,orReference Editions) Small Press, some University Press titles(excluding 5=80% 4-80% University Press Trade Editions); publishers whose L - (Hardcover Editions from Small Press, publishers whose titles have limited sales volume; Titles ofLimited titles have limited sales volume, and Hardcover Titles of X=8.0% Demand Limited Demand —primarily Adult) N=0.0%(b) Letter D= {may be of any product category or bi nding type or 8-0 % publisher of origin and may include some spoken RY P 7 - Hardcover Titles of Limited Demand— —primarily G P Y L= &0%(c)(d) word audio); certain Adult Trade Ha rdoover Juvenile] 7=25-0%(d) Editions a nd Juven ile Trade Hardcover Editions M=8-0%(c)(d) 5=0.0% M - IPaperback Editions from Small Press, publishers 6 = 0-0 % whose titles have limited sales volume, and Paperback 1=25.0%[d) ralesofLimitedDemand— primarilyAdultj T=6.0% 8=0-0Y U=0.0% 02=8-0% 1 - (Paperback Titles of Limited Demand —primarily Juvenile) V=4.0% J2=8.0% w=o.0% T/U/V j W/4/Letter D - (Specialty Textbooks) 5/6j8 - iProfessional Medical Titles) 02 (zero 2) - Adult Trade Hardcover Editions having below average publisher list price titles in Category 1 12 -Juvenile Trade Hardcover Editions having below average publisher list price titles in Category II Imported English and Non -English Language F/K/3 F = 0-0% X. Editions; see a Iso ProductCategory IX far K = 6.0 % exceptions 3 = 6.0 % XI. Enhanced Service Program Y/Q Y=D.0%(e) Q=o.0%fe) Vendor Services Agreement Page 22 of 32 Exhibit B Page 2 of 2 XII. Spoken Word Audio, see also Product Category IX H for exceptions H = 45 A % XIII. Board Books, see also Product Category IX for I exceptions 1= 41.1 % XIV_ Novelty Items/Activity Books, see also Product I Category IX for exceptions 1 = 41.1 % Xv. Special Programs, such as: PawPrints Editions 0 0 = 8.0 % Turtleback Editions E E = &0 % EN DNOTE5 (a) Please see Exhibit C for full category definitions, which are attached hereto and incorporated herein by reference. Materials produced for print -on -demand services may fall into any category. (b) Titles which receive minimal publisher discount will be invoiced at the publishers list price, unless otherwise indicated. (c) Represents publishers with limited sales volume, based upon a semi-annual review. These titles may be of any product category or binding type or publisher of origin. (d) Represents individual titles which do not qualify for preferred stock status (based upon a quarterly review} and individual titles which qualify for preferred stock status, but have limited demand (calculated over a rolling 12 month period). These titles may be of any product category or binding type or publisher of origin. (e) Titles where Baker &Taylor receives no discount from the publisher or prepayment is required by the publisher or publishers whose titles have limited demand and/or non-commercial publishers will be invoiced at list price. (f) Please note the following: • Except where otherwise noted, book discounts are applied to current publisher`s list price at the time of shipment Publishers list price is subject to change without notice. • Baker & Taylor reserves the sole right to be the final determinant of product categories, category definitions and price indicators. The discounts vary based on this determination. • Titles are categorized by Baker & Taylor for pricing purposes by considering the binding, general marketing categories, demand for certain titles, preferred stock status, cost of acquisition, cost of distribution, average publishers list price, and the size or type of publisher, as well as factors related to relationships with publishers such as shipping terms, payment terms, publishers discount, returnability to publishers and otherfactors. • Product categories, category definitions and price indicators are subject to change at Baker & Taylor's sole discretion, without notice, based upon the above -described factors for categorizing titles. + For domestic titles where no publisher list price is assigned by the publisher, Baker & Taylor will assign such titles a price in its electronic catalog which is based upon Baker & Taylors estimate of market conditions. + For imported titles where no publisher list price is assigned by the publisher for the U.S. market, Baker& Taylor will assign such titles a U.S. dollar price in its electronic catalog which is based upon Baker & Taylors estimate of market conditions. + For PawPrints editions, Baker & Taylor will assign such titles a price in its electronic catalog which is based upon Baker & Taylor's estimate of market conditions. • Titles of limited demand or from small or specialty publishers generally are included in Product Category IX or Product Category A. Titles of limited demand may be of any product category or binding type or publisher of origin and include some spoken word audio. + The discount terms and conditions in this Exhibit B do not apply to Baker& Taylors Continuation Services or Approval Programs. + Except where otherwise noted, Baker & Taylor provides an invoice that identifies the publishers current list price at the time of shipment, the discount offered, and the exact price charged for each title ordered. • Price Indicators and estimated sales price by title are displayed in Baker &Taylors online ordering system, Title Source 366_ Vendor Services Agreement Page 23 of 32 Exhibit C Category Definitions (Please see Exhibit B for discount terms and conditions of sale, discount pricing grid and Price Indicators.) I. Adult Trade Hardcover Editions [Price Indicators 01, Q High demand materials from widely distributed publishers designed for the general consumer, usually dealing with a subject matter having broad mass appeal and may include some spoken word audio materials and computer books. These titles are typically released in hardback and can be either fiction or current non-fiction. Publisher promotional media expenditures and print runs are customarily higher for these titles than for most others. Inventory is maintained with preferred stock status treqularly stocked in major warehouses). See also Product Category IX for exceptions. II. Juvenile Trade Hardcover Editions (Price Indicator 11) Hrgn aemand, lLuvenne materials tram wide distributed publishers designed for the general consumer, usual) dealing with a subject rnatter1avinq broad mass appeal. ese titles are typically released in hardback and can be either f coon or current non-fiction. Publisher promotionallmedia expenditures and print runs are customarily higher for these titles than for most others. Inventory is maintained wi preferred stock status (regularly stocked in major warehouses). See also Product Category Ix for exceptions. III. Adult Quali[YPa�rback Editions (Price Indicators B Cj Hrgn d22RRtlan�n AA�a 88pc materials tram widely distributed publishers, other than the standard rack size paperbac(, typically found in bookstores and other retail outlets and may include some computer books. Inventory is maintained with preferred stack status (regularly stacked in major warehouses}. See also Product Category IX for exceptions. IV. Juvenile Cluality Pal1aerback Editions {Price Indicator G) Hrgn dem jUGenile papemacK materials from widely di buted publishers, other than the standard rack size paperback, typically found in bookstores and other retail -outlets. Inventory is maintained with preferred stock status (regularly stocked in major warehouses). See also Product Category IX for exceptions. V. Mass Market Pal)� back Editions (Price Indicator P) A standard racx 12 paperback typically found in bookstores -or other retail outlets. See also Product Category Ix for exceptions. VI. Sin le Edition Reinforced (Price Indicator R)ry winding A n quairnding designed to provide a long shelf life in a heavy use environment. Although the binding is fanned and qlu it may riot be sewn, which is ttyyppically found in the publisher library edition. Subject content can include both fictional and non-fiction works appealing to juveniles as well as adults, These bindings are identified by the publisher to Baker & Taylor. See also Product Category IX for exceptions. VII. Publisher Library Editions (Price Indicator 2) Fiction as well as Tion ncti-on materials appealing to both ]uveniles and adults, designed with the ru. girl durability required of the environment #ypically found in a library setting. Publisher Library Editions are traditionally of I highest quality, usually fanned, sewn and � 1� ued to provide the greatest possible shelf life of any binding. These bindings are identified by the publisher to Baker & Taylor. See also Product category Ix tor exceptions. VIII. Universitv Press Trade Editions (Price Indicator A) This category would include any University Trade Editions, both adult and tvenile, may be of any cat , ory product or binding ttyyppee and may include some word audio materials, and are subject to publisl7er reclassificon. See also Product Category IX for exceptions. IX Text Technical. Reference Sinall Press Titles of Limited Demand and certain Adult Trade and ]uvenile Trade Har cover E t61s (Price Indicators S, it, H, ll M, V, T, U W, Letter 1), 1, 4, S fi, 7, B, 02 [zero 2) 12) tat . a of enals includes, but is not limited to, text technical, reference, professional medical, small press, and some universe ppress titres (excluding University Press Trade Editions). It includes titles purchased from publishers on a non- retumabebasis, those publishers that extend little discount bo Baker &Taylor, and publishers whose titles have limited sales volume based upon a semi-annual review. It includes individual titles which might otherwise fall under different category definitions but are in this category as Toes of Limited Demand because they either do not qualify for preferred stock status (based upon a quarterly review) or do qqualify for preferred stock status, but have limited demand (calculated over a rolling 12 month period). Additionally, any ppublisFier which is not in compliance with some of Baker & Taylor's purchasing requirements could be in this category. Matenais in this category are both adult and juvenile, may be of any product category or bending type or publisher of origin and may include some spoken word audio materials. It includes Adult Hardcover Trade Editions having below average publisher list price titles in Category I, and Juvenile Trade Hardcover Editions having below average publisher list price titles in Category II. X. Ini rted E l lish and Hon-Enilish Lan�uame Editions (Price Indicators FJ, 3) Titles rodu and distriwutetl o [side of ffre meswc us. These titles may be of any category product or binding type and represent various publishers. See also Product Category D€ for exceptions. XI. Enhanced Service Program Titles (Price Indicators Y,Q) This category includes materials where Baker &Taylor receives no discount from the publisher, -or prepayment is required by the publisher, or publishers which have restrictions on returns, or books of small or non�omrnercial publishers with rimited sales volumemebased upon a_semi annual review. Any publisher which is not in compliance with baker &Taylors purchasing re�uirenfs would be m this category. Materials m this category may be of any product category or binding type. These titles veil receive no discount and are subject to a service charge. Enhanced Service Program Titles may carry different deseourrts, as shaven by Price Indicators Y, r� in Exhibit B. XII. Sl>nken Word Audio [Price Indicator H) Wen designed for tMe general consumer, usually dealing with a subject matter having broad mass appeal. These titles can be either fiction or current non-fiction. See also Product Category IX for exceptions. XIII. Board Books (Price Indicator I1 Durable materials from widely distributed domestic publishers designed for young children; pages are manufactured of heavy gaugephotographs.cardboard to o veent tProductearin . These editions ddi ptiatypically feature few pages, simple themes and colorful illustrations or XIV. Novelty Itents(Activi Books (Price Indicator I) specially packaged grrr t or novelty item related to a book product or attached as an accessory to a book product. These items would include a book with toy, rag books, washable cloth books, books with accessories or kits electronic sound books, sticker books, tracing bodes or coloring books. This category also includes any non -book merchandise such as model kits, hobby kits, flash cards or jigsaw puzzles. See also Product Category Ix for exceptions. XV. Soecial Programs (Price Indicators D, E) Programs, f-ormats, or editions offered only by Baker & Taylor or not included in any other category. These programs include but may not be limited to PawPrints and Turtleback editions. Vendor Services Agreement Page 24 of 32 ATTACHMENT C RFP #24-0144 Reauest for Proposal Response CITY OF FORT WORTH - PURCHASING DIVISION PROPRIETARY INFOR_VIATIO\, QUALIFICATION QUESTIONNAIRE, AND MANDATORY REQUIREMENTS Doc. Reff#: RFP-08 I Page 1 of 7 Legal Name of Proposer: Baiter & Taylor, LLC 1.0 PROPRIETARY INFORMATION i. All inaterial submitted to the City becomes public property and is subject to the Texas Public Information Act upon receipt. ii. If a Bidder does not desire information that it believes to be proprietary in the bid to be disclosed. the bidder must list each page number in the chart below and must clearly mark and identify each page by including the word "PROPRIETARY" ur all caps and highlighted yellow on the bottom center of each page at the tune of submittal. The City will, to the extent allowed by law, endeavor to protect such information from disclosure. The final decision as to the information that must be disclosed lies with the Texas Attorney General. Note: Pricing may not be marked proprietary and will be made publicly available in the form of a bid tab following evaluation of all bids. By subnuttuig a response, Bidders agree that pricing is not proprietary and may be released. iii. Failure to identify proprietary information. as required in 9.2, will result in all urnnarked sections being deemed non-proprietary and available upon public request. Pages with information Please indicate if only specific sections believed to be on the page are believed to be Proprietary Proprietary N.--'A 2.0 PROPOSER'S QUALIFICATION QUESTIONNAIRE The information provided on this questionnaire and in the Proposal. subnuttal Page 1 of 7 Vendor Services Agreement Page 25 of 32 CITE' OF FORT WORTH - PURCHASING DIVISION PROPRIETARY INFORMATION, QUALIFICATION QUESTIONNAIRE, AND MANDATORY REQUIREMENTS Doc. Refs: RFP-08 I Page 2 of 7 will be used to determine the responsiveness of the Proposal. Please answer each question thoroughly. Answers may be provided on a separate sheet as long as each response is labeled according to the question. 2.1 Will the agreement be available for Cooperative Agreement use? Please refer to the Cooperative Piu•chasiing clause in the "RFP-01 Instruction to Proposers" document. Baker & Taylor agrees to allow additional govemmental entities to purchase on this agreement and to invoice each entity separately. Pricing and discounts will be based Yes X No upon each entity's specific customized requirements submitted to Balser & Taylor. 2.2 Prompt Payment Discount Terms: o.a Perceut 30 Days (i.e. 3% Net 15, etc. 2.3 How long has your company been in the wholesale book business? 195 years (Attach iuformation that can be used to v. erlfy your years of experience.) Please see our Proposal Response, Company History and Ownership for additional information_ 2.4 How long has your company been providing cataloging and processing seilrices? Over 62 years (Attach information that can be used to verify your years of experience.) Please see our Proposal Response, Company History and Ownership for additional information. 2.5 On the reference document (RFP-04 Reference Sheet)list at least three (3) multi -library public library systems using Polaris (Version 7.4 Build 23735) for which the vendor has supplied books, cataloging, and processing seii-ices during the past three (3) years. References nnist include a total of three systems with a materials budget in excess of $1.5 million. Please indicate the system used by each library and which libraries have budgets in excess of $1.5 million arunually. The list should include library nalines, addresses, Acquisitions/Collection Page 2 of Vendor Services Agreement Page 26 of 32 CITY OF FORT WORTH. - PURCHASING DIVISION PROPRIETARY INFORMATION, QUALIFICATION QUESTIONNAIRE, AND MANDATORY REQUIREMENTS Doc. Ref#: RFP-08 I Page 3 of 7 Development contact people with telephone numbers, e-mail addresses. and which ILS 1S used. Please see our references as requested on the Reference Sheet RFP-04. 3.0 VENDOR PERSONNEL: 3.1 For a contract this size, how many staff would be assigned to Catalog materials? 9 How many staff would tie assigned to Process materials? 6 4.0 VENDOR'S ACCESS TO INVENTORY AND DELIVERY SERVICES 23,724 Spanish titles in stock 194,576 in 4.1 Number of in -stock Spanish titles: Stack andlor available forbackonder Number of Spanish publishers supplied: 100+ suppliers and imprints 4.2 Is Vendor able to provide access to real -tune, iu-stack ilnfonnation online (check one): YES X NO 4.3 On a separate sheet, please describe your delivery options, for P ease see our Proposal Response, Scope example: consolidated Sh1p1Ile11tS, drop 51711}, etc. of Senuces, Item 3.4 for additional 4.4 Provide a sample packing list. informaT1°n. Please see our Proposal Response, Exhibit L. 5.0 ABILITY TO CATALOG AND PROCESS BOOKS AS SPECIFIED 5.1 Describe how you would get F PL's holdings records into the OCLC database and the corresponding cost of pro riding this service. Please see our Proposal Response, Scope of Semoes, Items 5.0 and 6.0 for additional information. 6.0 CATALOGING METHODS FOR BIBLIOGRAPHIC AND HOLDINGS RECORDS 6.1 Please fully describe your proposed alternate cataloging method. Baker & Taylor is not proposing any alternate cataloging method. Page 3 of 7 Vendor Services Agreement Page 27 of 32 CITY OF FORT WORTH - PURCHASING DIVISION PROPRIETARY INFORMATION, QUALIFICATION QUESTIONNAIRE, AND MANDATORY REQUIREMENTS Doc. Ref#: RFP-08 I Page 4 of 7 7.0 CATALOGING SPECIFICATIONS 7.1 Number of days necessary to fatly catalog AND process an item using option 1 (book in hand live in system: MA days 7.2 Number of days necessary to fully catalog AND process an item using option 2 using Z39.50: 10-15 days. 7.3 Number of days necessary to fully catalog AND process an item using option 3 (acceptable vendor proposed method): N'A days. 8.0 DATABASE SERVICES 8.1 Please refer to Document BT-25FI Bid table to enter your data base access fee and additional costs (if any) providing new publications selections lists. 8.2 Number of users allowed and at what level. Our Title Source 360 offer includes 1 administrative ID and an unlimited number of user IDs_ 8.3 Please describe the different levels of access available in yoiu database (use additional sheet(s) if necessary). Title Source 360 provides two levels of access_ There is an administrative level of access or a standard user level of access. For additional information, please refer to our Proposal Response, Scope of Services, Item 12.3.7_ 8.4 Bidders are required to provide temporary access to the database so that library staff can evaluate the services for the purposes of deternuning the successfiil bidders). Web Address: b ttps 11ts3 64_baker-taylor. com Lo in: Password: Page 4 of 7 Vendor Services Agreement Page 28 of 32 CITY OF FORT WORTH - PURCHASING DIVISION PROPRIETARY INFORMATION, QUALIFICATION QUESTIONNAIRE, AND MANDATORY REQUIREMENTS Doc. Refff: RFP-08 Page 5 of 7 Expiration date of trial access: N/A Name of Vendor's selection and orderirW database: Title Smure 360 8.5 Describe hour your selection lists are created and at what frequency. Include a sample new title selection list. This can either be aii attached list or a calWlist in the evaluation account on the vendors' database (use additional sheet(s) if necessary). Please refer to our Proposal Response, Scope of Sen-ices, Item 11_D far a full description of cur selection lists a-.aikible and the frequency of each. Please see our sample new title selection lists, Exhibit L, which can be found in Title Svrure 360 8.6 Describe your Spanish book services including how you inforin libraries of new publications (use additional sheet(s) if necessary) Please refer to our Proposal Response, Scope of Services_ Items 11.10 and 11.11 for additional information. 8.7 Please describe your demand levels and how users of your database can ascertain the demand level of titles. (use additional sheet(s) if necessary). Title Source 360 displays demand in a number of places and allmv& libraries to see the entire demand curve for indi,�idiml titles while leaenging that data to make Fort Worth's collection more relevant and efficient. Please see our Proposal Response, Scope of Services, Item 11.2 for additional information_ 9.0 ORDER SERVICES 9.1 Please describe any additional seMces that are offered and/or will be offered by the Vendor that can help the library make predictive collection decisions regarding titles and/or authors and placement annongst the library's locations. If the services described cost additional charges please indicate the charges. Please indicate which services are live/in production and which are in development (use additional sheet(s) if necessary). Please see our Proposal Response, Scope of Services, Item 23.0 and Exhibit G far information regarding collectionHQ. Page 5 of 7 Vendor Services Agreement Page 29 of 32 CITY OF FORT WORTH - PURCHASING DIVISION PROPRIETARY INFORMATION, QUALIFICATION QUESTIONNAIRE, AND MANDATORY REQUIREXIENTS Doc. Ref#: RFP-08 Page G of 7 Additional Charge: Yes x No If yes. how much $27,500.00.'year Toll -free niuuber: 800-775-3700 E-mail address: techsupport C@baker-taylor_com 10.0 CUSTOMER SERVICE AND REPORTING SERVICES 14,1 Pro,%ride a sample order ackuowledv neut and/or order confirmation . P ease see our Proposal Response, Exhibit L. 10.2 Provide a sample cancellation report. Please see our Proposal Response, Exhibit L. 10.3 Provide a sample status report and list of status codes. Please see our Proposal Response, Exhibit L. 11.0 INVOICING SERVICES 11.1 Provide a sample materials invoice. Please see our Proposal Response, Exhibit L. 11.2 Provide a sample cataloging/processing invoice. Please see ottr Proposal Response, Exhibit L. 11.3 Provide a sample credit menra. Please see our Proposal Response, Exhibit L_ 12.0 RETURNS AND CUSTOMER SUPPORT Please see our 12.1 Provide a copy of your return policy and your credit memo policy. Proposal Response, Exhibit E. 12.2 E-Lnail and/or toll -free phone number for placing orders: cT&rs@baker-taylor.com 1 900-775-1100 12.3 Internal Customer Seilrice Representative NAME: Christina Edginon TOLL FREE NUMBER: 706-423-2498 E-MAIL ADDRESS: Christina. Edamon'baker-taylor.coin 12.4 External Customer Service Representative (Sales Rep.) NAME: Tanury Roberts TOLL FREE NUMBER: 817-565-5185 E-MAIL ADDRESS: Tanuny.RobertsCabaker-taylor.com 12.5 Catalogiir_g Contact NAME: Trisha Vreen,a„ TOLL FREE NUMBER; 815-802-2282 Page G of 7 Vendor Services Agreement Page 30 of 32 CITY OF FORT WORTH - PURCHASING DIVISION PROPRIETARY INFORMATION, QUALIFICATION QUESTIONNAIRE, AND MANDATORY REQUIREMENTS Doc. Ref#: RFP-08 I Page 7 of 7 EMAIL ADDRESS: Tr7sha.Vreetuam@ Baker-taylor.cotn 13.0 OPENING DAY COLLECTION 13.1 On the reference document (RFP-04 Reference Sheet) List 3 multi - library public library systems that you have done an ODC collection for in the last 3 years. Include: Please see references as requested listed on rlie Reference Sheet. 13.1.1 Library Naive and Address RFP-04. 13.1.2 Contact person, phone. and email address. 14.0 ADDITIONAL SERVICES 14.1 Discards —If the Vendor provides or partners with any third party company to process library discards and lulwallted donations, please describe those relationships and services. Please include how payment for items is handled and all options that are available for payment (use additional sheet(s) if necessary). Please see our Proposal Response. Scope of Services. Item 24.0 and Exhibit J for additional inforrnation. 14.2 If there are additional seMces or options that have not been discussed elsewhere, please take this opportlulity to describe them here. Please include any pricing that would be involved as well (use additional sheet(s) if necessary). Please see our Proposal Response. Scope of Services. Item 24.0 for additional information Additional Charge: yes no If yes, how 11111ch? Please see our response to Item 24.0 for additional infornation. Page 7 of 7 Vendor Services Agreement Page 31 of 32 ii[BAKER TAYLOR City of Forth Worth RFP 24-0144, Library Books and Services DUE: March 28, 2024 at Executive Summary Thank you for the opportunity to respond to the City of Fort Worth's Request for Proposal for Library Books and Services. We have reviewed and fully understand the work that is to be done for the Fort Worth Public Library. We are confident that you will find through our response and our references that Baker & Taylor has the experience and the resources to meet the unique requirements of the Fort Worth Public Library. Baker & Taylor understands the Fort Worth Public Library's required scope of work, project objectives and task assignments. Baker & Taylor is committed to furnish and deliver print materials and provide cataloging and processing services to the Fort Worth Public Library as described in RFP 24-0144. Company History and Ownership Baker & Taylor began in 1828 as a Hartford, Connecticut bindery and subscription book publisher. Founders, David Robinson and B. B. Barber, then opened a bookstore to distribute their own and other publisher's materials. Seven years later, Robinson and Barber moved their rapidly growing business to New York City. In 1885, James S. Baker and Nelson Taylor acquired the company, which was now focused on the distribution of other publisher's materials. In 1912, Baker & Taylor discontinued publishing altogether and devoted itself entirely to the wholesaling of all types of library materials. In 1970, W.R. Grace & Co. bought Baker & Taylor. During the 70's and `80's, Baker & Taylor experienced significant growth, increasing market share and providing greater breadth of services to all consumers and markets. Baker & Taylor senior management and the Carlyle Group acquired Baker & Taylor in 1992. In July of 2003, Willis Stein & Partners acquired Baker & Taylor and in June of 2006, Castle Harlan, LLC acquired Baker & Taylor. In 2016, Follett Corporation announced their acquisition of Baker & Taylor and maintained ownership until 2021. In November 2021, Follett announced the divesture of Baker & Taylor to a private investor group led by CEO and President, Amandeep Kochar. Our legal name as filed with the Texas Secretary of State and as filed with the Internal Revenue Service is Baker & Taylor, LLC. There will be no subcontractors used in the execution of a contract with the City of Fort Worth. Companv Experience Baker & Taylor is the leading full -line distributor of ebooks, digital audiobooks, print books, videos and music products to library facilities. We also provide our customers with value-added proprietary data products and customized management and outsourcing services. We have been in business over 195 years and have developed long-term relationships with our customers and with major book publishers, movie studios and recording labels. We partner with libraries to deliver more than products and services, we empower public libraries to make positive change in their communities. With a focus on improving community outcomes, we support public libraries in delivering literacy, learning and skills development to their patrons through exclusive partnerships and technology. Our contacts and experience in the library marketplace have enabled us to establish the most comprehensive coverage of materials and range of services in the industry. As the oldest book distributor in the United States, Baker & Taylor has provided economical pricing and excellent services for over 195 years. Currently, our national distribution network is comprised of distribution centers that maintain a combined inventory of over 4.5 million items. We supply all categories of materials for all levels of library patrons, including general adult readers, researchers, professionals, Children and Teens, and digital materials. In addition to items that are stocked in our distribution centers, we maintain a product database that contains over 9 million items. This depth and breadth of inventory means that Baker & Taylor has the capability to provide book, spoken word and audio visual material to meet your patrons' demands. Baker & Taylor has been leading the industry in providing libraries customized technical services for over forty years. We have developed a multitude of innovative services in the area of collection management, cataloging services and technical processing. Due to technological advances and the increased complexity of library operations and projects, Baker & Taylor created Customized Library Services (CLS) division in 1996. The consolidation of resources and experience allowed our staff to better address the growing demand from libraries for more customized, specialized and unique services. CLS is a separate operating unit, whose sole focus is Opening Day Collections (ODC), Collection Expansions, Online Cataloging Solutions, Outsourcing Projects, and Project Management. CLS has its own staff of over 300 trained professionals to perform the unique services to provide complete library solutions. We currently serve over 400 libraries on an ongoing basis and complete over 60 ODC/Collection enhancement projects per year, many of which are large urban library systems with multiple branches. Our knowledge of and success in Opening Day Collection projects is unsurpassed in the industry. Baker & Taylor is fully capable of providing the cataloging, processing, collection development support, and project management services required to support production of a new Opening Day Collection. CLS will process, label and store 2 materials until the Library is available for shelving. These materials will be stored in our climate controlled warehouse and insured against loss. And when requested by the library, materials in storage at Baker & Taylor's warehouse will be delivered on site. In the past five years, Baker & Taylor has successfully delivered nine Opening Day Collections in the state of Texas. No other company can offer the breadth of services and depth of product that Baker and Taylor/CLS can provide. As a current vendor, we look forward to putting our expertise, experience, and skill set to work for the Fort Worth Public Library in the future. Baker & Taylor has a team of local and regional staff members that will continue to be at the disposal of the Fort Worth Public Library to arrange setup of any new services as well as a review of current services. We look forward to continuing our relationship with the City of Fort Worth for your library material and service needs. Requested Changes / Clarifications to RFP-05, Vendor Services Agreement 10.2 General Requirements b. We respectfully request to remove this condition. 33. Entirety of Aqreement We respectfully request that our proposal response be include as part of the contract documents. Exceptions / Clarifications to RFP-06, Evaluation Factors and Scope of Services 3.2.1 Baker & Taylor will comply and can ship titles once all copies are available. The library's accounts would be profiled to prevent partial shipments of particular titles, if that is the library's preference. All copies of a title ordered would be shipped together and no partial shipments would be allowed on those accounts that are profiled to receive no partial shipments. When partial shipments are allowed/requested, the copies of a title that are immediately available are picked, processed and shipped according to your specifications and the remaining copies are picked, processed and shipped as copies of that title become available. Please note, CLS accounts do not allow for partial shipments for orders with branch distribution. 14.8 The materials invoice will not refer to the corresponding invoice number of the Cataloging and Processing invoice. However, the cataloging and processing invoice will always be one number higher than the materials invoice. 14.4 Baker & Taylor will comply. Please see Exhibit L for a sample product invoice. 21.7 Each carton can contain a packing slip as outlined in our response below. Invoices are generated per Baker & Taylor Authorization to Ship (ATS) Number, made up of the items from a library order that are in -stock, cataloged and processed. This ATS and invoice may include more than 1 box of materials. There will be 1 invoice per ATS, and 1 packing list per box. The ATS number is listed on the packing slip and the invoice. Invoices are mailed to the library at the time items are placed in the warehouse for storage. They are also available electronically through OCS. Baker & Taylor's Proposal Response to RFP-06 Evaluation Factors and Scope of Services 1.0 Proposer Requirements 1.5 Baker & Taylor's Customized Library Services (CLS) has its own staff of over 300 trained professionals to perform the unique services to provide complete library solutions. Please see RFP-08, Questionnaire for specific information. 2.0 Vendor's Access To Inventory and Delivery Services 2.2 Baker & Taylor has the inventory and the capability to provide materials to meet the needs of the Fort Worth Public Library. Baker & Taylor has staff who organize the inventory flow of best seller and popular titles that will be demanded by our customers in large quantities. Baker & Taylor works with publishers to ensure adequate quantities of titles for high demand authors and assure extensive inventory coverage of "drop in" titles along with normal publisher catalog releases, in order to assure the highest fill rates and best breadth of fulfillment in the industry. 2.3 Your Baker & Taylor Project team will create the appropriate account structure to expedite rush material. Baker & Taylor has developed systems and procedures to ensure bestsellers/popular new titles are released in our system as soon as possible based on publisher/producer guidelines. Once titles are released in our system, CLS will catalog and process materials and ship to the library prior to street date. For items ordered "product only" (no cataloging and processing), the majority of orders will be delivered 1-2 business days prior to street date. Baker & Taylor has developed special workflows ensuring items requiring CLS customized cataloging and shelf ready processing will be delivered on or about street date provided that B&T has received the titles in a sufficient amount of time prior to street date from the publisher/producer. While it will be our target to get material cataloged and processed within the time frame above, this goal will not be obtainable 100 percent of the time as Baker & Taylor is reliant on the 4 publishers/producers to provide our copies of new releases in a timely fashion, but we will strive to make that commitment to the library. 2.4 Baker & Taylor's leveraging of its inventoried titles from over 76,000 publishers/manufacturers and imprints provides the highest possible fill rate, and offers a breadth and depth of inventory that is unmatched in the industry. 2.5 Baker & Taylor will provide any title published in the United States and distributed through normal wholesale channels. There are currently over 50,000 non-English titles available immediately from our national inventory (over 20,000 Spanish titles). We are dedicated to bringing you the highest quality Spanish language books and entertainment products available throughout the Spanish-speaking world. With over 800 separate suppliers, we offer a broader and more diverse selection than anyone in the industry. Our purchasing and selection experts continuously seek out, evaluate, import and inventory a comprehensive selection of Spanish language titles. In addition, we have initiated special import programs with some of the largest overseas publishers to make a broader selection of their titles available in the US market through Baker & Taylor. Spanish materials are discounted according to Baker & Taylor's discount schedule and category definitions as described in our Exhibits B & C. 2.6 Real-time stock information is available in Title Source 360. 3.0 Shipping and Delivery Services 3.1 Baker & Taylor can set up your shipping profile and an appropriate account structure in order to meet the library's particular delivery preferences. We can set up consolidated shipments to be sent on a set frequency to a central location or we can also drop ship to individual branches. Our project management team will work with the Library to meet the individual workflow and efficiency goals of the Library. 3.2.1 Baker & Taylor will comply and can ship titles once all copies are available. The library's accounts would be profiled to prevent partial shipments of particular titles, if that is the library's preference. All copies of a title ordered would be shipped together and no partial shipments would be allowed on those accounts that are profiled to receive no partial shipments. When partial shipments are allowed/requested, the copies of a title that are immediately available are picked, processed and shipped according to your specifications and the remaining copies are picked, processed and shipped as copies of that title become available. Please note, CLS accounts do not allow for partial shipments for orders with branch distribution. 3.2.2 Baker & Taylor has developed a detailed packing list which enables the library to check in the order title by title, noting the price and quantity. Titles are listed alphabetically, by title. Baker & Taylor's ATS number (authorization to ship) is included on each invoice and packing slip and will allow the library to match the packing slips to invoices. For book materials, each box can contain a packing slip, or boxes containing a master packing slip are indicated with a capital Von the address label. 3.2.3 / 3.2.4 Baker & Taylor will send all items FOB Destination with Free Shipping from your primary warehouse. 3.2.6 / 3.2.7 Baker & Taylor's enhanced shipping label includes the pack date, freight carrier, purchase order number, account number, Baker & Taylor picklist number, carton number and individual carton weight. While the number of cartons in each shipment isn't indicated on each carton, each carton in a shipment is numbered, and the final carton also indicates total carton count (e.g. 1, 2, 3, and 4 of 4). 3.2.9 All books will be packaged (packed and marked) in accordance with the best commercial practices. 4.0 Competitive Pricing of Products Baker & Taylor is pleased to offer discounts from the publisher's list price for book materials. The discounts extended by Baker & Taylor are applied to the current publisher's list price, however, publisher's list price is subject to change without notice. Your discount will be applied to the publisher's list price at the time of shipment. Please refer to Exhibit B for additional discount information. Further, Baker & Taylor has provided a listing of category types and their definitions (Exhibit C). The category number will match the discount categories (and number) as stated on the Terms and Conditions of Sale. This will clarify what criteria are used to classify a particular binding category and how it relates to the discounts offered. 5.0 Ability to Catalog and Process As Specified Baker & Taylor can comply and provide shelf ready materials by cataloging using the Z39.50 remote methodology described in 6.2 below. 6.0 Cataloging Methods for Bibliographic and Holdings Records 6.1 Baker & Taylor's preferred methodology is Option 2 as described in section 6.2 below. 0 6.2 Customized Library Services' custom cataloging is Baker & Taylor's premier service. CLS has performed online cataloging, editing and maintenance for Libraries since 1989. Our staff has developed a state of the art cataloging methodology that leverages Z39.50 protocol for accessing the library's database and a resource pool of records from the Library of Congress and any Baker & Taylor created records in our Premier Cataloging Utility (BTCat). This technology allows our CLS catalogers to have access to the most current version of the library's cataloging records without the overhead of being directly online. Records obtained from the Library's database are saved to a library specific work file located in our secure cataloging utility. The records in the work file are used in the creation of spine labels and as a vehicle for providing item -linking information. Major Features of the CLS Preferred Cataloging Methodology (Z39.50): Only authorized CLS catalogers have access to the library's database and work file. The cataloger will process material first by searching for a matching record in the library's database and work file simultaneously. A successful search occurs when our cataloger matches the data elements found in the appropriate record tags. CLS considers the title, author, imprint/publisher, edition and date of publication when matching a record. During the CLS profiling, the project team will document the appropriate attributes for matching records. When a matching record is found, the appropriate item level information (examples: barcode number, list price, collection code, etc.) is added and the record is saved to the library's work file. If a record is not found in the library's database or work file, the BTCat database is searched, followed by LC MARC and other local resource databases. If the record is not found in the above resources, the Library may also choose to have CLS search OCLC on their behalf for records not found in the library's catalog. Once a record is located in OCLC it is saved to the Library's work file and the record is updated to the Library's specifications. Please note that the process of using OCLC is available for OCLC Connexion Client members, upon CLS' receipt of a signed third -party agreement (which grants permission to our catalogers to access OCLC on the library's behalf) and an OCLC authorization and password for z39.50 connectivity to WorldCat. There are no additional charges from CLS for this service. However, it should be noted that all corresponding OCLC charges will be the responsibility of the Library. On a quarterly basis, an electronic file is sent to OCLC to update the library's holdings for all contributed records. When a full matching record is found in one of the resource databases, it is upgraded to meet the library's specifications and the appropriate item tag is added. The record is then saved to the library's work file. 7 If the matching record found is a pre -publication record level, the record is upgraded to meet LC standards and is saved to the BTCat Bibliographic Database. The record is further edited to meet the library's specifications and appropriate item record is added. The record is then saved to the library's work file. The exception to a full level record would be that some AV pre -pub records are not upgraded to full MARC standards. However, these records are upgradeable to the Library's local standards. If your library opts to receive original cataloging services and a matching record cannot be found in the multi -database search string, a request is forwarded to an original cataloger in the CLS department. Our original catalogers will create a record according to RDA rules. LC authority files are used to validate author and subject headings. Once the record is created, it is saved into the BTCat Bibliographic Review File. Once the record has been reviewed and approved, it is saved in the BTCat Bibliographic Database. The library's assigned cataloger is notified, the record will be edited to meet the library's specification, and the appropriate item tag is added. Titles sent to the library will have a full MARC record with the appropriate item tag, unless we are unable to find a full record. If we cannot find a full record and the library does not subscribe to original cataloging services, we can send the item without cataloging or with a brief record. The records will either be new additions to the library's catalog, edited and modified to the library's standards, or existing records from the library's catalog. When the cataloger has completed the order, thermal -printed label sets consisting of spine, barcode, bibliographic, and other labels as required by the library are printed. The barcode is provided in a standard format, with an eye readable number strip available. All other labels are customizable for font, pitch and boldness. Options for label font include Courier, Times New Roman and Arial and pitches 12, 14, 16 and text can be left justified or centered. For thin books, we can provide one line spine labels and for Picture Books we can provide a larger font author letter spine label. The library will supply a unique barcode range, barcode prefix, symbology and check digit, where applicable. Call number and bibliographic information is extracted directly from the MARC record to ensure accuracy. After the labels are printed, a file of MARC records corresponding to the titles in the order is created. Released records are flagged so they cannot be selected again. The file of records will be put on the B&T FTP server for the library to retrieve and load. The records are maintained on the Library's work file for historical reference. 6.3 Baker & Taylor's preferred methodology is Option 2 as described in section 6.2 above. 0 7.0 Cataloging Specifications 7.7 Baker & Taylor will provide subject headings in Spanish using the most current version of Bilindex. These titles must be ordered on a separate account and will be priced per our as outlined in Exhibits B and C. 7.8 Baker & Taylor accepts and uses current LC authority control for records maintained in our database and originally created records also adhere to LC author and subject heading authority convention. All cataloging records created by Baker & Taylor cataloguers conform to RDA rules and LC subject headings. All records are in MARC 21 format, records are in the version of Dewey that was being used when the records were created. Records are currently created in Dewey 22. If records are coming from OCLC, then the OCLC authority process is utilized and has already taken place before CLS has searched the record. CLS does not perform additional authority work for existing records in the Fort Worth Library's database or to OCLC full records. 7.9.37 Baker & Taylor will provide a separate invoice for cataloging an processing. Invoice numbers on the materials invoice will not directly correspond to the invoice number on the Cataloging and Processing invoice. However, the cataloging and processing invoice will always be one number higher than the materials invoice. 7.10 Baker & Taylor can comply with the requirements. Details on our standard processing procedures have been included below. 7.10.1 The CLS department has over 300 trained professionals staffed to handle the library's customized requirements. These staff members are dedicated to meeting the library's requirements and exceeding your expectations. Our commitment to excellence and doing the job right the first time is unmatched in our industry. After cataloging is complete, the processing department completes the physical processing of each item. The processors review the processing instructions gathered at the site visit. Following these instructions, the processor attaches the spine label, barcode, and any special labels required by the library. After the application of all physical components, the library's materials move to the jacket selection area. Experienced technicians size the books so the appropriate Mylar jacket can be applied to the dust cover of the book. 7.10.3 Services also can include the application and linking of RFID tags. Baker & Taylor's Customized Library Services has provided RFID services for print and audiovisual material since 2001, and we have linked, printed and/or applied tags for millions of 0 7.10.9 items. As the number of vendors and product offerings has grown with regard to RFID technologies, CLS too has grown in our vendor relationships and linking and application capabilities. We currently work with 3M, Arcus, Bibliotheca, Envisionware, FE Technologies, ITG, Lib Convert, Libramation, MKStaff, PV Supa and Tech -Logic. As this is a developing technology with unlimited potential for library use, Baker & Taylor's Customized Library Services will continue to support the needs and requirements of our customers. After the material is fully processed, it is ready for the final and most important stage in our CLS process, back audit. Back Audit The back audit team is the final step in ensuring the material we ship to the library is of the highest quality and is in compliance with the library's profiled specifications. The CLS back auditors inspect each order by cross referencing the completed processing and the processing instructions gathered at the site visit. Once the library's material passes this stage, the order is ready to be staged for delivery to the library. Baker & Taylor can comply with the 1 % error rate. Your Account Coordinator will work with the library to define what constitutes an error and further define the reporting process we will use to track our error rates for the Library. 7.10.11 CLS will employ the appropriate number of resources to maintain the fastest possible turnaround time. Our average turn around for fully cataloged and processed material (non -Rush) is 10-15 days after receipt of material from the publisher. This statistic applies to orders for in -print and available materials. 9.0 Pricing for Processing Services 9.4 The pricing outlined in Exhibit A is for CLS shelf ready services and is a blended unit price based on the volume of material to be ordered and processing components requested. This price does not include laminated covers for paperbacks. Please refer to Exhibit A for additional information. Baker & Taylor will provide a separate invoice for cataloging an processing. Invoice numbers on the materials invoice will not directly correspond to the invoice number on the Cataloging and Processing invoice. However, the cataloging and processing invoice will always be one number higher than the materials invoice. 10.0 Pricing for Database Services Please see Exhibit G for a complete description of Baker & Taylor's Title Source 360. 10 10.1 We are pleased to offer a TitleSource 360 subscription to the Fort Worth Public Library at no charge. This subscription package includes grid capabilities, MARC profiler, full text reviews including Booklist, and unlimited user ids for the Fort Worth Public Library. 10.2 Baker & Taylor will comply. Admin users will be able to assign permissions and functionality for specific users as needed. Standard users can be given any of the cart function options below. At any time, any ID can be made an Admin ID or Standard ID, based upon which functions the ID is given access to. Admin Functions: Create User - Access to the Users tab within the Admin drop -down, as well as the Create User button. This button may be grayed out if the total number of IDs is equal to the number of IDs currently in use. Maintain User - Can edit existing users, but cannot create new users. Access to the Users tab within the Admin drop -down. Support Organization - Access to General Information, Premium Services (view only), Cart Lists, Grid Codes, MARC Profiles, and Shared Group options within the Admin drop -down. Shared Login - Only available for organizations with the Shared Login premium service. Allows a login to be shared across many users within an organization. Removes all other functionality for the user. Cart Functions: Submit Order - Access to the Submit Order button. One -Click MARC - Only available for organizations that are enabled for One - Click MARC. Users can perform a One -Click MARC Download in the system. ESP Access - Only available for Evidence -Based Selection Planning (ESP) enabled organizations. Users can submit carts for ESP ranking and distribution. Request Quotes - Only available for organizations that are enabled with Quotations. Users can request Quotations. Users who also have Submit Order functionality can submit a Quote for an order. 10.3 Baker & Taylor will comply. 11.0 Quality and Depth of Online Services and Collection Development Tools 11.1 Stock Information is accurate and up-to-date. 11 11.2 Baker & Taylor's Title Source 360 (please refer to Section 12.0, Pricing for Database Services, for additional information) is compatible with Polaris ILS. Baker & Taylor has a proven track record of working with libraries and their integrated library systems to take advantage of new technologies. Baker & Taylor currently supports EDI ordering, acknowledgement, and invoicing functions. In addition, as a Polaris customer, the Library can take advantage of ASN receiving functionality, allowing the Library to receive items by carton. 11.3 Because the Fort Worth Public Library has a current subscription to our Title Source 360 database, your evaluators may use your current access to assist with the library with reviewing our bid response. Your current ID and password for your active Title Source account may be used for evaluation of our system: ID: PW Title Source can be accessed from the following URL: httiDs://ts360.baker-tavlor.com 11.4 Title Source has the ability through our grid ordering functionality to add quantity and grid information item by item to a cart or adding items using grid templates with multiple locations and funds. Title Source with grid functionality enables acquisitions personnel to create order carts that can then be downloaded to a MARC file. Polaris has developed a load table to upload MARC records for ordering from the library's ILS. This process creates multiple funds and locations in the Polaris order record. Once the order is placed through Polaris, an electronic confirmation (acknowledgement) will be delivered within 15 minutes to a destination FTP site that the library has access to. This ordering process allows the transmission of Enriched order data to Baker & Taylor. Enriched order data information can include title and copy information, branch codes, quantity per branch, call numbers, item type, location, and holding codes, etc. The last stage of this process is when orders are ready to ship from Baker & Taylor, electronic invoice files are sent to a destination FTP site that the library can access. In addition, Polaris can take advantage of ASN receiving allowing the library to receive items by carton. 11.5 Baker & Taylor's Collection Management has one of the most databases in the industry to support ongoing selection as well as opening day collection projects. Our core selection application can access over 4.5 million book, audio and video titles. 12 Lists prepared by Baker & Taylor will be delivered as carts to TitleSource 360TM TitleSource 360TM offers a variety of selection lists options, including market - specific electronic selection lists covering popular genres, industry current events, and titles in high demand. The user can also create their own selection lists by searching the database via 45 different search indices. Selection lists can be shared by multiple users within a single TitleSource 360Tm account. Lists may also be transferred to other users within the account. TitleSource 360 TM also gives the user the ability to apply grid distributions to a selection list (i.e. indicated branch, collection/holding codes or items types). The bibliographic data available to the user when looking at selection lists within TitleSource 360TM includes title, author, ISBN, price, UPC, subject headings, estimated discounted price, inventory levels, publication date, Dewey number, and review sources. Data can be accessed and output by using an extensive range of access points including but not limited to: • Dewey Classification • Library of Congress Classification • Library of Congress Subject Headings • Fiction Genres • Juvenile Material Type, i.e. Picture Book, Easy Readers • Subject Thesauri such as BISAC Subject Classifications • Non -book Material Genres • Key Word that can be applied to subject access points, full text annotations, and/or tables of contents In addition to these subject/content descriptions, data can be accessed and output by non -subject descriptive data elements including but not limited to: • Review Citation • Citation in Industry Standard Bibliographies such as Public Library Catalog or Best Books for Children • Series • Level of Readership/Intended Audience • Physical Format/Material Type • Availability Status • Stock Status • Price Staff Collection Management librarians also maintain bibliographies that can be used to support library collection development projects. Examples include and are not limited to interdisciplinary multicultural collections that have African American, Hispanic/Latino, and/or Asian oriented content. B&T can provide collection development data in a laser printed hard copy, MARC, or PC compatible format including Microsoft Excel. Selection Lists can also be 13 loaded into the Library's acquisitions system via Baker & Taylor's TitleSource 360TM, or via MARC acquisition records. Data availability includes, but is not limited to the following: • ISBN/ISSN • Binding/Format • List Price • Delivered Price • Holdings (see below) • Class Number (s) • Author/Editor • Title • Edition Statement • Publisher • Date of Publication/Copyright • Series • Brief Annotation • Interest Level • Indication of Status • Subject Classification In addition, B&T can include almost any data element that is included in the structure of a MARC record in our hard copy or electronic formats of selection lists. We can include data that indicates: • Juvenile Material Type, i.e. Picture Book, Easy Readers • Subject Thesauri Elements such as BISAC Subject Classifications • Non -book Material Genres • Review Citation indications • Citation in Industry Standard Bibliographies such as Public Library Catalog or Best Books for Children • Physical Format/Material Type • Availability Status • Stock Status • Regional and National Demand accumulated from all B&T customers Review Sources Baker & Taylor can provide access to full -text review citations from the following major review sources: AudioFile, Booklist, BookPage, Choice, Doody's, E- Streams, ForeWord, Clarion Reviews, Horn Book Guide, Horn Book Magazine, Kirkus, Voice of Youth Advocates, PW Annex, LJ, SLJ, Criticas, Library Talk, Book Report, and Technology Connection. Baker & Taylor's online selection lists are developed by our professional staff to help save you time and effort in searching for titles of interest. Utilizing Title 14 Source, you can browse our comprehensive list of Title Lists, developed exclusively for you. Lists are organized into useful categories of similar lists, helping you easily browse the topics that interest you and your patrons. • Academia • Adult Fiction and Non -Fiction • Children's Fiction and Non -Fiction • Spanish Language Fiction and Non -Fiction • Spoken Word Audio • Music and Video • Computer Titles • Scientific, Technical, and Medical • University Press • UK Adult Titles • Audio & Video Bestsellers • Audio & Video New Releases • Book Leasing (prepublication list of new releases) • Booking Ahead • Children's & Teen (CATS) • Critic's Choice (award winners) • Critic's Picks (book clubs, reviews) • Curriculum Support • Fast Facts • Librarian Selections • Monthly Stars • Spanish & Hispanic Titles • State Book Awards To access the lists, simply log -in from TitleSource 360TM via Quick Links. Title Source 360 is designed to support library workflows, and is integrated with Baker & Taylor's collection development service SelectionHQ and your integrated library system (ILS). Please see Exhibit I for additional information on SelectionHQ. Because the Library is a current subscriber to CollectionHQ, SelectionHQ Plus will be provided free of charge. 11.6 Please see our response to item 13.5 above for selection list information. 11.7 Baker & Taylor can comply. Baker & Taylor's Title Source 360 database has the ability to limit searches by grade level, language, publication date, binding, and material type. 15 11.9 All Baker & Taylor title listings in Spanish have English translations of the titles. Many, but not all, have annotation in English. 11.10 Baker & Taylor will provide any title published in the United States and distributed through normal wholesale channels. There are currently over 50,000 non-English titles available immediately from our national inventory (over 20,000 Spanish titles). We are dedicated to bringing you the highest quality Spanish language books and entertainment products available throughout the Spanish-speaking world. With over 800 separate suppliers, we offer a broader and more diverse selection than anyone in the industry. Our purchasing and selection experts continuously seek out, evaluate, import and inventory a comprehensive selection of Spanish language titles. In addition, we have initiated special import programs with some of the largest overseas publishers to make a broader selection of their titles available in the US market through Baker & Taylor. Please see our Title Source site for electronic catalog listings (select BROWSE/B&T PUBLICATIONS). Forthcoming and recently published Spanish language titles for adults and children appear within our LaVida Espanol catalog. In addition, Baker & Taylor created lists for new publications can also be found on our Title Source site (select BROWSE/SELECTION LISTS). 11.11 Baker & Taylor can provide customized selection lists as part of an Opening Day Collection project. Baker & Taylor emphasizes a project -oriented approach in every aspect of the management of Customized Library Services. Collection Management follows these same rules of engagement, which has made us the leading shelf -ready supplier in the industry. At an appropriate time after the award of the contract, Collection Management staff, in conjunction with the CLS Project Manager, will: • Contact designated library collection development staff for purpose of introductions and to acquire additional general information about the project or ongoing service requirements. • Provide the designated library collection development staff copies of Collection Management profiling documentation in order to familiarize the library staff with the means with which Baker & Taylor Collection Management librarians will document and record collection parameters. • Visit the library and perform focused meetings with the library's collection development staff, in order to discuss and document detailed collection development requirements. • Document, restate, and as necessary edit, with the library's input, the information acquired in the previous step. This will be presented to the library for sign -off as a confirmation of Baker & Taylor Collection Management's understanding of the collection parameters. 16 • A tentative list production schedule will also be supplied and any technical/system issues will be addressed and documented. • Upon sign -off, Collection Management will provide sample selection lists/media for review by the library and as necessary, use feedback as a source of fine-tuning the documented requirements. • Upon confirmation of sample conformance, Collection Management librarians will start list/media production. • If the library needs to adjust requirements after documentation sign -off, Baker & Taylor Collection Management librarians will document the change and make necessary adjustments to support processes, output, schedules, and pricing. Baker & Taylor's Customized Library Services collection management approach is the structured and comprehensive approach required to address your collection development needs. 11.12 Title Source displays demand in a number of places and allows libraries to see the entire demand curve for individual titles while leveraging that data to make Fort Worth's collection more relevant and efficient. Selectors can sort any cart by "Popularity" which uses a proprietary, time - weighted algorithm that ensures that the most relevant titles are presented first. Whenever a selector displays a title in Title Source 360 they will see the 30-day demand. Title Source shows the 30-day demand "above -the -fold" eliminating the need for scrolling. This vital piece of information provides a snapshot of a title's current relevance and popularity. As Baker & Taylor is the premier, library -focused company, this number gives the selector an accurate read of the demand for a title in the library community. Selectors can click on a tab to see the historic demand trend broken out by geographic region. This can be especially helpful when deciding on the number of replacement copies to order. Optionally, ESP Ranking can be used to bring the industry's most advanced Al to bear and use regional circulation patterns to predict how popular a title will be with Fort Worth's patrons even before you've ordered it. Collection HQ can build on this and one of its many features is using Fort Worth's historic circulation patterns to predict branch -level usage of pre - pub materials, thereby ensuring every dollar in Fort Worth's materials budget is used as efficiently as possible. Please see Exhibit H for additional information about Collection HQ. 12.0 Ordering, and Related Services 12.1.3 Any titles that are not received within the specified backorder period will be cancelled. Please see Exhibit L for a sample cancellation report that the library 17 can receive monthly. 12.1.5 / 12.1.6 Product Support is available Monday — Friday, 8:30am — 4:30pm EST and can be reached at (800) 775-3700 or techsupport(a)baker-tavlor.com. Baker & Taylor will provide updates to Title Source as they are developed throughout the contract at no additional cost. Your local Sales Consultant, Tammy Roberts, is available to assist with any questions an help with implementation. Please see Exhibit F for contact information. 12.1.8 Please see information regarding our Enhanced Service Program in Exhibit D. Enhanced Services Program titles will appear with a Y or Q in the discount code field in Title Source. These titles will be invoiced at list price but will not incur any additional fees. The Library can still choose to automatically cancel these titles if that is their preference. 12.1.9 Please refer to our response to item 13.1 for information on status reports and Online Customer Support. If the library has a need for an additional monthly report, Baker & Taylor will provide. Please see Exhibit L for a sample status report. 12.1.10 Any titles that are not received within the 120 day backorder period will be cancelled. Please see Exhibit L for a sample cancellation report that the library can receive monthly. 12.1.11 Please refer to our response to item 13.1 for information on cancellation reports an Online Customer Support. 12.1.12 Please see Exhibit H for information on collectionHQ 12.2.1 Please see our response to item 23.0 below regarding our collectionHQ analysis services. 12.3.1 The library may place orders via telephone, facsimile, printed selection lists, printed purchase orders, or electronically for all categories of materials. Electronically includes the library's acquisition system as well as our Title Source 360 database. 12.3.3 The library can order through the options given in 14.3.1. Order confirmations will be issued by the method the order is placed, the library will receive initial confirmation of orders via their ILS or Title Source 360 electronic order. After 0 12.3.4 12.3.6 12.3.7 12.3.9 initial confirmation, the library can check title status via our Online Customer Support program as described in item 13.1 below. Baker & Taylor can comply, however, please note that your Account Coordinator will work with the library to further define Item 12.3.4.10 and review how special ordering/processing notes will be transmitted/communicated. The Library can contact Tammy Roberts, your local Sales Consultant at (800) 775-7930, ext. 1270 to schedule a training session for the Library staff. In addition, Baker & Taylor will be glad to do a demonstration of Title Source 360 as part of the proposal evaluation process. Title Source provides an administrative level of access as well as standard methods of access. Selection lists may be shared among public service librarians with the ability to search, view, and add to the selection lists set by the administrative ID. Product Support is available Monday — Friday, 8:30am — 4:30pm EST and can be reached at (800) 775-3700 or techsupport(a)baker-tavlor.com. 12.3.10 Baker & Taylor's corporate website (www.baker-tavlor.com) is an invaluable resource and source of information regarding Baker & Taylor's services. 13.0 Customer Service and Reporting Services 13.1 The order acknowledgement/confirmation is sent upon receipt of order and contains account information, date ordered, purchase order number, ISBN, title, author, quantity ordered, quantity shipped, quantity backordered and quantity cancelled. A sample order acknowledgement/confirmation has been included in Exhibit L. Items ordered, but not immediately available (first shipment), will be listed on our status report. This report will accompany your print invoice or be sent at the same time of the electronic invoice. Status reports will include all backordered items, as well as explanations for cancelled items. Sample print status reports have been included in Exhibit L. After invoice date, Status reports are available upon request or through OCS as described below. If the library has a need for an additional monthly report, Baker & Taylor will provide it. 19 Online Customer Support In addition, the library may check the status of print, spoken word audio, and AV orders through our Online Customer Support tool (OCS). OCS is Baker & Taylor's web -based account management system. Access to the OCS system via your web browser is available 24 hours a day, 7 days a week to search and view account information, orders, and invoices with Baker & Taylor. OCS' sophisticated search options include the ability to query orders by Purchase Order, Baker & Taylor Order Number, Order Date Range, and more. The OCS data is updated to reflect the latest order and invoice status, as well as up to six months of history. The library can create a summary backorder report via OCS, which will be emailed to the library within 24 hours. The Library can also view detailed information on order and account status, warehouse location, quantities and prices, and shipping details. If a shipping carrier, such as UPS, has external tracking capabilities, a link in the OCS system will take the Library directly to the carrier's website where additional information on your shipment's status is available. There is even an option that helps the Library to print invoices and order details for record keeping. 13.2 Please see Exhibit L for a sample cancellation report. A list of status codes is also included in Exhibit L. 13.3 Baker & Taylor will comply. Please see Exhibit L for a sample monthly status report. 14.0 Invoicing Services 14.3 Baker & Taylor will send all items FOB Destination, Free Shipping. 14.4 Baker & Taylor will comply. Please see Exhibit L for a sample product invoice. 14.5 Invoices can be emailed to the library and enclosed with each shipment. The carton containing the invoice will be marked with an `I' in the upper left hand corner of the shipping label. 14.6 Each box can contain a packing slip, or boxes containing a master packing slip are indicated with an `M' on the address label. 14.7 Baker & Taylor can comply. 14.8 The materials invoice will not refer to the corresponding invoice number of the Cataloging and Processing invoice. However, the cataloging and processing invoice will always be one number higher than the materials invoice. 20 14.9 Each invoice will contain Baker & Taylor's FEIN. 14.10 Please see Exhibit L for a sample cataloging and processing invoice. 14.11 Please see Exhibit L for a sample cataloging and processing invoice. 14.14 CLS will provide a credit or debit memo to correct any incorrect invoices. 14.15 A sample credit memo is enclosed in Exhibit L. 14.19 Baker & Taylor will be happy to work with the Library to develop workflow efficiencies and will adjust our processes whenever possible. 15.0 Returns and Customer Support 15.2 Baker & Taylor can comply. Please see our Return Policy, Exhibit E. Baker & Taylor will extend our standard returns policy for returns of defective or incorrectly processed materials for 120 days per the bid request. 15.4 Baker & Taylor will comply for damaged defective or incorrectly shipped items. If the `picking error' is Baker & Taylor's error, we will re -order materials. Library ordering errors that have been cataloged and processed are not eligible for return. 15.5 Please see Exhibit E for our Returns Policy. A sample credit memo has been enclosed in Exhibit L. 15.6 Please see Exhibit F for a complete listing of contact information for your Project Team. 15.7 Your primary point of contact for questions and day-to-day customer service needs is your Customer Success Manager, Melissa Swain. Melissa may be reached by phone at 800-775-1200, ext. 2834 or by email at Melissa.Swain(a)baker-tavlor.com. CLS Project Management Approach Baker & Taylor's Customized Library Services utilizes a team approach to working with the libraries to help manage projects in the areas of Collection Development, Ongoing Cataloging and Processing, and Opening Day Collections. The core of this team approach is our project management philosophy. Our project managers and support staff will work with the library to ensure that all requirements are documented and understood, that necessary resources are available, and that a proper framework for communication is in place. 21 All CLS project teams consist of the library staff, and a minimum of a customer success manager (CSM), an automation specialist/cataloging/processing manager, and an account coordinator. Collection development managers are included on an as needed basis. Team members are responsible for managing their assigned resources to complete the project. In turn, each team member works closely with the CSM to ensure compliance to all requirements. As a current customer, Fort Worth Public Library has established customer service relationships with Baker & Taylor. The B&T staff and CLS Project Team currently assigned to Fort Worth Public Library is outlined below. Upon award of this contract, our teams will work with the library to review your account structure, cataloging profiles and processing profiles and to produce any samples for approval as needed. Your Customer Success Manager will work with you, your Sales Consultant, and the Regional Sales Director as needed, to determine any updates the CLS project team need to implement. Should the library have any questions about services or require any changes to account processing profiles, your Customer Success Manager will serve as the primary contact person. Additional key customer service contacts for the Fort Worth Public Library are listed on Exhibit F. This team currently works with Fort Worth Public Library and is well versed in the requirements and preferences of the Library. They will be available to continue working with the library upon award. 15.8 Please see Exhibit F for additional information. 16.0 Opening Day Collection Services Please see Exhibit M for a complete description of Baker & Taylor's Opening Day Collection Services. 16.1 Customized Library Services has been supplying libraries with Opening Day Collections since 1995. These projects have ranged in size from a 5,000 unit branch expansion to a 70,000 unit main library. On average we complete 60 projects per year (some libraries have multiple projects). CLS utilizes its project management process (described in Item 15.7 above) to provide comprehensive assistance in collection development, cataloging, processing and fund accounting to deliver successful Opening Day Collection Projects. 17.0 ODC General Specifications 17.2 CLS will meet or exceed the fill rate of 90% of all items ordered (items that are in print and available through normal US wholesale channels), provided that the library has placed orders in accordance with the mutually agreed to project schedule and that these materials are received by Baker & Taylor from the publisher at least 90 days prior to the scheduled delivery date. 22 17.4 Please see Exhibit F for a complete listing of contact information for your Project Team. 18.0 ODC Selection Baker & Taylor can comply with the requirements of this section. 18.8 Please see Exhibit L for a sample selection list. 19.0 ODC Orders and Returns 19.1 A separate account structure will be set up for each Opening Day Collection project. 20.0 ODC Cataloging and Processing Baker & Taylor can comply with the requirements of this section. 21.2 Please see Exhibit M for a complete description of Baker & Taylor's Opening Day Collection Services. 21.4 Baker & Taylor will comply. Please note that items are sorted and shipped in rough shelf list order. 21.7 Each carton can contain a packing slip as outlined in our response below. Invoices are generated per Baker & Taylor Authorization to Ship (ATS) Number, made up of the items from a library order that are in -stock, cataloged and processed. This ATS and invoice may include more than 1 box of materials. There will be 1 invoice per ATS, and 1 packing list per box. The ATS number is listed on the packing slip and the invoice. Invoices are mailed to the library at the time items are placed in the warehouse for storage. They are also available electronically through OCS. 22.0 ODC Work Plan Baker & Taylor can comply with the requirements of this section. Please see Exhibit M for a complete description of Baker & Taylor's Opening Day Collection Services. 23.0 Collection Analysis Tool The Fort Worth Public Library is a current subscriber to Baker & Taylor's collectionHQ tool that assists the Library with collection analysis. Baker & Taylor is pleased to offer collectionHQ to the Library as outlined in RFP-08, Item 9.1. Please see Exhibit H for a complete description of collectionHQ. 23 24.0 Additional Services — Discarded Items The Fort Worth Public Library currently utilizes Baker & Taylor's Sustainable Shelves Program. Please see Exhibit J for additional information. Other Additional Services VOX Books Please see Exhibit N for a recent press release regarding Baker & Taylor new agreement with VOX Books. BTCat Please see Exhibit K for additional information. 25.0 Evaluating and Measuring the Success of the Agreement 25.1 Your Customer Success Manager will work with the library to assist in defining the reporting process and information used to create reports. 25.2 Baker & Taylor can comply with the 1 % error rate. Your CSM will work with the library to define what constitutes an error and the reporting process. 26.0 Flexibility In Meeting Special Circumstances and Needs 26.1 Baker & Taylor will work with the Library to accommodate any changes in specifications that may take place during the course of the project. We will continually work with the Library to meet special circumstances and the changing needs of the Library during the term of the Contract. Should the library require any changes, the CSM and Sales Representative will work with the library to incorporate the appropriate changes. Our Project Management approach provides a structure to quickly implement any changes. 29.0 Additions and Deletions of Services Baker & Taylor will review any changes in specifications and provide revised pricing to the Fort Worth Public Library if appropriate. We agree that any changes in pricing would be incorporated by amendments. 24 EXHIBIT D ENHANCED SERVICES PROGRAM Baker & Taylor is pleased to offer a service that will save your library time and money when procuring titles from small and hard to find publishers. By utilizing B&T's vast publisher and title database, the library can purchase a wide variety of low demand and small print run titles from associations and limited edition, prepayment, and non -returnable publishers. Baker & Taylor's Enhanced Services Program provides the library with access to millions of active book titles representing over 66,000 imprints. This breadth of coverage is greater than that of any other book industry wholesaler. The "ESP" program builds on B&T's already outstanding publisher relations by: ➢ Expanding our vendor relations team responsible for the follow-up of all publisher orders, improving the speed of delivery of all titles to the library; ➢ Widening our publisher base to include hundreds of small non-commercial publishers formerly considered apply direct by the book industry; and ➢ Increasing our reporting capabilities by providing order status reports for 100% of all titles not yet published and by supplying anticipated publication release dates for all out of stock items. This category includes material where Baker & Taylor receives no discount from the publisher or prepayment is required by the publisher or books of small, limited in demand and/or non-commercial publishers. Any publisher which is not in compliance with Baker & Taylor's purchasing requirements would be in this category. Materials in this category may be of any binding. These titles will be invoiced at list price. For libraries concerned about purchasing these types of titles, B&T's Title Source 360TM can assist the librarian in researching a particular item's category and format. Titles will appear with a Y in the discount code field. Additionally, you may contact your Customer Service representative or Information Services via phone, fax, or email (btinfo@baker- taylor.com) to determine titles before placing an order. As a convenience to the library, B&T can exclude these titles from all orders by adjusting your account profile setup. Please contact your Customer Service Representative for additional information. EXHIBIT E RETURNS POLICY INSTITUTIONAL RETURNS (Revised July 2015) The following guidelines are required to ensure prompt handling of your return. All product returns (excluding Book Leasing programs) require prior authorization from a Customer Service Representative. You may contact your appropriate representative via the toll -free number listed on your packing list. How to Obtain Return Authorization Please use the Return Authorization Form from your shipment's packing list to make all returns. Contact your Customer Service Representative for return authorization. All claims must bemade within 45days from the date ofinvoice. When calling for return authorization, please have the following information available: A. Return Authorization Form B. Your account number and ATS# from the shipment's packing list (located mid -page under the Return Authorization Form explanation) C. Reason for the claim/return D. Action being requested - Replacement of product Credit to your account; no replacement product necessary Your Customer Service Representative will assign your return an authorization number (RTA#). To expedite the process, please clearly mark the RTA# on the Return Authorization Form and on the outside of the carton in the upper right corner from the shipping label. Make your return via an insured and traceable carrier; Baker & Taylor is not liable for returns lost in transit. Products incorrectlyshippedbyBaker& Taylormaybe returned with authorization within45days oftheproduct's date ofinvoice. Product(s) meeting the definition of Publisherd efective maybe returned with prior authorization within six months of the product's date of invoice. Products purchased with value-added processing services which have been shipped as ordered are considered non -returnable. DAMAGED SHIPMENTS: If you receive a damaged carton(s) which resulted in damaged product(s), please hold the product(s), and save the carton for Carrier inspection. If the damage is visible at the time of delivery, bring it to the Carrier's attention and note it on the Bill of Lading. Then, contact your Baker & Taylor Customer Service Representative via the toll -free number listed on the packing list. CLAIMING SHORTAGES: Please check your packing list or invoice before claiming shortages. All claims must be made within 45 days from the product's invoice date. Please ensure you have received all cartons of a shipment prior to signing for receipt from the Carrier. Cartons you have signed for as received from the Carrier are not claimable as shortages from Baker & Taylor. INTERNATIONAL CUSTOMERS ONLY: For information on making returns of damaged, defective, or incorrect products, please contact your local International Sales Office or our International Customer Service Department (internationaIli bra rvcustomerservicePbaker-tavlor.com). You may also refer to the website httr)://www.btol.com/international libraries details.cfm. All returns should be sent to: Baker & Taylor Returns Center Department R 251 Mt. Olive Church Road Commerce, GA 30599 EXHIBIT F BAKER & TAYLOR CLS PROJECT MANAGEMENT TEAM Marie Franklin, Director —Customer Experience 800-775-1200, ext. 2701 Marie.Franklin@baker-tavlor.com Melissa Swain, Customer Success Manager 800-775-1200, ext. 2834 Melissa.Swain@baker-tavlor.com Marie and Melissa collaborate with the Library to establish workflow, system connections, cataloging and processing requirements. They monitor accounts on a daily basis. Christina Edgmon, Account Coordinator 800-775-1200, ext. 2498 Christina.EdRmon@baker-tavlor.com Christina provides customer service, prepares internal account profiling documents, coordinates account setup, and assists with reporting. Tama Richie, Supervisor —Customized Cataloging Services 800-775-2300, ext. 2242 Tama.Richie@baker-tavlor.com Barbara and Tama oversee processing workflow and procedures. Ensure processing quality control. Trisha Vreeman, Director — Development and Cataloging Services 800-775-2300, ext. 2282 Trisha.Vreeman@baker-tavlor.com Oversees customized cataloging/processing workflow and ensures quality control. Martin Warzala, Director —Collection Management 800-775-1500, ext. 7043 Martin.Warzala@baker-tavlor.com Works with the library staff to create, implement, and manage a collection development workflow that meets the needs of the library and the patron community. Tammy Roberts, Area Sales Consultant 800-775-7930, ext. 1270 Tammv.Roberts@baker-tavlor.com Provides local support, training, and assistance to the Library. Dave Hargrave, Vice President of Sales, Public Libraries, Western Region 800-775-7930, ext. 1390 David.Hargrave@baker-tavlor.com Oversees all services and sales to the Library EXHIBIT G Title Source 360 Title Source 360 Baker & Taylor's Title Source 360 TM provides a method to order multiple formats of product from one trusted source. Through the latest innovative technology, Title Source 360 provides users with fast, accurate and personalized search results, and makes ordering easier than ever. Find the products you need and order them quickly and easily with a streamlined checkout process. Baker & Taylor's Title Source is the most extensive database of bibliographic acquisitions information for U.S. publications. This database includes book, eBook, spoken word audio, DVD / Blu-ray, and music CD titles. Each record gives current print status (i.e. Not -Yet -Published, Out -of -Print), in -stock availability, and latest list price. Title information is updated daily. Title Source 360 Benefits: • Largest database of book titles and media products • Fast, customized search results based on prior searches or user profile • Intuitive interface • Inventory view and title searching within cart • Product release calendar • Special offers and promotions • Live customer support • Customized profiles • Streamlined order management • Simple batch entry upload and ordering process Title Source 360 makes it faster and easier to order books, movies or music products — now you can have millions of products at your fingertips with one easy -to -use ordering system. Customized Search and Browse Capabilities Title Source 360 enhanced search capabilities include type -ahead and spell -checking to aid in your search. How Lists Can Be Generated: Creating lists of titles - TitleSource 360Tm allows for the creation of multiple lists (also known as Carts). After a user has initiated a search, they can then pick and choose which cart/list they want to add to on a title by title (or complete search result) basis. TitleSource 360Tm also has market -specific electronic selection lists covering popular genres, industry current events, and titles in high demand. These lists allow the user to look up categories such as "Best Seller list", "Award Winners" etc., view them, add them to an existing cart or to a new cart, and order them via TS360TM. E-Lists are displayed by and may be browsed by categories and sub -categories. Each title within a cart/list can contain library specific data (i.e. location, collection type, fund, etc.). Wealth of data at your fingertips Each view provides publisher status, inventory level, estimated discounted price, and cart and order duplication indication— without a single click of a button. Enhanced MARC profiler This feature makes integration with your ILS easy and efficient. Output customized, best available, MARC records with your required ILS data including, but not limited to, notes, location codes, fund codes, and collection codes, to create on -order records. On -order records can be used in the acquisitions process and to enable patrons to place holds on pre -pub titles. Easy Cart Management The innovative cart drawer is easily accessible on every page, so you can keep your lists and carts organized. Choose from multiple batch entry options: basic data entry, copy and paste and file import —multiple formats are supported. Innovative Shared Cart Workflow Share your cart with multiple users and control each step of the process, including selecting who can perform which function and assigning completion deadlines. Carts may be shared, moved, merged, deleted and edited among all or select users. The TitleSource 360Tm database contains detailed, comprehensive, up-to-date information on over 8 million book titles, 200,000 DVD titles, and 750,000 music titles. Data elements also include: 45 key search indices (including LC and Dewey classes), eleven filter criteria (including stock status, publication date, binding, format, and grade level), and duplicate checking between orders and selection carts. Key Features of TitleSource 360Tm are: • Updated daily to insure accurate and current information, including in -stock titles, pre -publication, and new release titles as well as out of stock, out of print and apply direct titles. • Real-time inventory data and warehouse availability • Rich bibliographic information, including over 4.8 million jacket images in full color, first chapters, annotations, tables of contents, as well as bibliographic data such as author/artist, full subtitles, series titles, edition and volume fields, audience level, lexile, genre, format, ISBN, UPC, list price and estimated discounted price, publisher/producer, publication/release date and MPAA for movies. • Fully searchable Tables of Contents (1,300,000) and Annotations (4.1 Million). Approximately 900,000 full -text reviews, including Kirkus, Library Journal, Publishers Weekly, School Library Journal, Horn Book, Choice, VOYA, BookPage, Foreword, AudioFile and E-Streams • Automatically access titles by review publication date • Over 45 search indices, including BISAC, LC and Dewey classes, Academic subject. • Create, merge, copy, export and transfer selection carts. Carts can even be emailed to other users • Download MARC records into your ILS system with 9XX tags • Duplicate checking between orders and selection carts • Ordering grid capabilities for the library to track multiple branch distribution of title copies as well as three other user defined fields to identify collection and fund. Note fields are available at the title and cart level to facilitate collection and acquisition management for multiple branches. • Order grid information may be downloaded to the library's ILS system for ordering and/or transmitted to CLS in the electronic order file sent from TitleSource 360TM • Access to Lease Pre -publication lists and Quick Call • Access to lookup ISBN's in library OPAC with one click • Administrator determines levels of access for user IDs. Unlimited number of individual user accounts at multiple facilities are available. Shared Cart Functionality: • Simultaneous Access to or Sharing of a single cart by multiple users within single TS360Tm account. • Enhanced Duplicate Checking allows a user to perform a duplicate check for a single title before and/or after placing the title in the cart. Those customers using our Grid Distribution system will now see appropriate Grid information displayed in the printable popup window alongside previously provided duplicate information. • An Inline Grid Distribution Table is incorporated within the Detailed Title Display to give users the ability to enter multiple rows without having to go to a separate grid screen. It is also available as a popup read-only window for shared grid carts. • A Requisition Table for shared non -grid carts displays the requisition information supplied by all users and is viewable within the Detailed Title Display or from a popup window when using the Multiple Title Display. Information collected and displayed for each user includes: quantity, notes, and any Grid entries. • Administrators and Cart Owners can find and replace Grid entries that may be obsolete. Please see the following screenshots from TitleSource 360TM to illustrate some of the functionality of our premier collection management and ordering tool. Title Source 360 is the only website to offer print, DVD, Blu-Ray, Audio, Music CD, and now down loadable eBoo k and eAudio content in a one -stop selection experience! mlddla 9eh.ml I.— Gc [ Y— U. d.cr RV5kiM Tha V..—. ai Duck, Cam mnntla,� [Jl.hmate eh—d— Clerk, r.1a7 HIAA,1� Re bertsan Key r�attensan. Jame z :� � H 2.99 ICJ Mos:fi806} �� LW(Wet: 117411 z 'l I ta n7jjjC=j0 F BROWSE. CARTS, CUSTOMER SUMRr, MY B&I, ADMIN., I Emlytnlnp, Ere r/Nlnp assae�tln VCey 1><Ir 51r' "A e.nalia 14.E "LV e ec � sal ec cases of s1a.0 e :Mel S?4 Wy 7r1 Sr,a1} � PIe1 Sao tOi nla 51430i 'J gi The Pigaan Ne =+j 13 n iiac?�! C wanao•n Hnit Tht Pla— Ht df d 6s1h., Eiedfor.S Derbare 'Nlllerns, 41a S2740 1pld v INet US75) Lim) [Ma $15.341 l�l M Fcc= 0 E: Ail �J LnslaMza ol1n. mil. Ha.] P.1n cl.c SAVE 2S% Bearpott National oMaraocr room Dag Day Promotion BEARPORT For@ untedtime, save 2�—RA® 25 nb on eTram Bearpat during August in celebratlaR of Natcm Dog Day, August 26MI Promoeuds8f31(17. �I r B_14d Abrams National Dog Day Promotion Fora IEm led ti me, Abrams is leabuung 52. g9 613DOK TIIIeS aunrx August in celebration oS National Dog day, Augu5i2Gth! Prama ends aG1117. Regardless of what format you select, Title Source 360 makes it simpler than ever to create synergy and convenience in how you select the content for your library! VIP Inventory Display — N ow you can see the publishers' suck levels! 8 The S kvf Salatq PMWISW.. AmjrUrlivin J Caord Pf �In Slock L r InverYmory On Order 0 Cenfr.r � a Ease' 0 304¢er Den►snd: a Abw Nee 9709774108215 Paperback SIGM AW Ya.sw Pfoducl Lookux n fT ! a VIP Inventory tells you what our publishers have on their shelves —via multiple updates each week! - VIP Inventory includes over 1 million titles! - Order with confidence those backlist and Iow- demand titles; VIP Inventory gives you the assurance you'll receive those titles! MMUCT StARCI : - �- -- a, Advanced Sear[ I S*wM Sem&.. ROME BROWSE. CARTS, COSTOMER SUPPORT. MY68T, ADMUN. BROWSE + SEARCH RESULTS, rTEM XTAT RnrYb RmrdhR®ilk 'r • • _ , The Book of Safety •�. � Pa�peroecu r•,�F' • - �� LLJ (7 G by AbdeJ Haler. Yasserr Mager Rat in f S�r 41f..`•5 owpig P18 STKK%0C" 150j*1 6' _ - t•, •• SYBTEIA W31fI,:fTION: U MY ALERTS Y4--aw— pw M — GI. Vda" _ i Order +r1 ss, Eon— 1 Pluduc Rea�.Ime tllY�entpjr IlIIIIIII P,O. Line Ir: CRY: ISM! 9739TW41592t5 PILIIYr1 Sulu&: rUhIIsTm Amer Ul rh Caw P, PWIIeh DWIC OOm 2m? EdRieclk11r ! ram;' SIMI DOW, 0111PU7017 �i0#BS: 111Pdenov: %Mtfhl r.ri. I 176 Mr. 613 - VIP Inventory Display appears at multiple views of the title, and Serves as the "next link" in your supply management chain. - VIP Inventory publishers commit to the fastest fulfillment for VIP Inventory titles! - Primary *, Secondary ** and Real-time inventory displays c Title Source 360Inventory data is updated hourly, and includes Real-time Inventory check to see what the inventory levels are at any point in the day. c Title Source 360 also displays up to 3 inventory locations for Movie and Music titles[ Title Source 360 — Workflow Benefits you shouldn't be without! Duplicate Check icons at every view Avoid unwanted purchases, see a dynamic tracking oft he title as it moves through our warehouses — no other site . ' .... this level of detail! y Rose 6nrrl Roxe r*wj Mul",,W40@1 i 4411Wy.1Wkr 6i Published: 0241701`_ Putrlishsik a923r2014 ho,outof Stock ISM ?18142906MMD5 MM: 9766385 M77 Itaa,y Had 4;r ni 0 Large MFFt Productlookw ORDER PURCHASE AOCOUNTY TOTAL SHIPPED CANCELLER BACKORDER bi g DATE ORDERR ORDERED In51ar.' In k S DWISM011 YAD-TEST 5273SM25242MI)ND 2 2 D 0 IBl ChRT NAME 111LE QUfSHFnY OSYNEPoU SER RI PURCHASE UImERM I AOCOVM eJyr "tL S7Lr 15 ,M, rOTM-YAOmM2 NtUGull....,_ .-7E5T 1125242 �!J ORUERNUMIJER MREFIMSE SHIPPED INPR4CESS CANCELLED MCKC11KRE0 RESERVE GG2U743e Cola 2 * a D o P.Q UBc iR Bib# ocar on Funa Mareriar Typea ry BF7 E. XewRopuhr 2 Holea: Click on the "0" icon to display critical information about previous orders for this ISBN. Only Title Source 360 tracks CHY F-1 the title as it moves through every stage of our c 1 G! rld�Oj I r F At ranw&B r Grxl{� 1 cneck ALT rarinats CART HAVE TITLE 4V11HERNSER ID UANTITY 9CPL-Reolacement LISt Click on the "C" icon to display detailed .. about other carts cortaini ng this ISBN. All the important "grid LOCATION GENRE FUND QUANTIT� codes" are displayed for each allocation of the ISBN. AFIC-10N FIC JN 1 At every view, red icons instantly identify duplicates existing AFIC110N FIC RF 1 I in Carts and Orders AFICTON FIC LN 2 True Source 360 provides more than 3 years of order History Click on the "0" icon to display a dynamic status of your library's actual orders for that title — no other site comes close to this kind of instant tracking archive! EXHIBIT H DESCRIPTION OF COLLECTIONHQ collectionHQ datv.:r,YCh! 101L:.,0;11. Ag� collectionHQ Based on the proven Evidence Based Stock Management (EBSM) methodology, collectionHQ's powerful toolset analyzes library circulation data to produce actionable insight that helps librarians to develop and manage their collections more efficiently. Save time From collection maintenance to collection development, collectionHQ enables librarians to perform tasks that used to take weeks or months in a matter of minutes, freeing up staff's time to spend on other important activities that add value to the patron experience. Make collection budget go further collectionHQ provides an evidence -based account of collection usage to help redistribute dead items to locations of higher demand, and to support better selection decisions. From branch to format and subject to genre, selection staff can analyze an item's performance to create detailed spending plans that will inform subsequent purchases. collectionHQ's unique and powerful 'Discovery' tool reveals top circulating titles at libraries on a local, regional and national level. Staff may then compare items against the library's own holdings to identify specific, high performing titles that are not in the collection. origin I me Rooster Bar Joh�n1Y1 by Brgm, pan Grisham by Grisham. John eW eKv1 Thrslle aurs❑� P ° R.r�rne o N G1Z ?"t C A C) ISLAND Improve Performance Regular use of collectionHQ's comprehensive toolset is proven to increase turnover and circulation of library collections. Librarians can monitor performance with the collectionHQ Dashboard which offers a customizable view of charts and graphs that helps to identify trends and areas for improvement. V Fiction Popuiar Author Provision I Al Audiences a I All Library Bmnche a OOM712013 0511712017 0511712018 a aredetailsr+ 0% 25% 50% 75% 100% 6 Dead Items PJI Audiences a All Library Branches a 300 225 m 150 V 75 00 P81072013 057172017 O5i172018 Suf.mMly Provisioned = InsuFiciently Provisioned Collection Check Dead — Recommended % CA mare details r+ collectionHQ data. i es ESP — Evidence -Based Selection Planning Evidence -Based Selection Planning - ESP brings the art of Baker & Taylor's collection development expertise together with the science of collectionHQ's data analytics, to create a decision support system integrated with TitleSource 360r11 to help libraries to select the right titles and quantities, for the right locations. Which titles? ESP's powerful ranking tool harnesses the same Machine Learning methods that drive Apple's Siri, Google's Assistant, and the recommendation engines at Netflix and Amazon to predict how current and forthcoming titles will perform in the future. Predictions are drawn by analyzing key data points about each title such as the author's past performance, the BISAC Subject performance, how the author has performed in this BISAC Subject Group, reviews on the title, demand, and many more. Examples across the ESP score range of Adult Examples across the ESP score range of Fiction titles FICTION 1 Thrillers titles p au l ,..,r augteP V:ILl MM - I :i 2 3 - �_ _ 11. } 10 1 5 10 ESP INFORMATION Examples of titles that performed like an Adult Fiction m EXAMPLES OF OTHER ESP SCORES ESPINFORMATION Examples of titles that performed like a FICTION I Thrillers m ro collectionHiQ data insight. solutions. "'d-- Ag� How many copies? To which branches? Based on predictions from the ranking process and local circulation evidence, ESP's Distribution component recommends how many of each title to buy and how to share those titles across library branches. ESP understands that every community is different and so empowers you to create unique distribution goals, such as minimum and maximum quantities, to meet the needs of each branch. Total 23 252 13 $6,471.02 $6,471.02 [I` - Book 14 165 13 $3,671.21 $3,671.21 [I` Kiss the girls 50 13 $499.50 $499.50 [I` Texas Ranger 50 13 $1,400.00 $1,400.00 [I The Pharaoh Key M 30 13 $840.00 $840.00 [I 60 54 40 q 30 20 10 0 Central North Branch Branch Circulation Evidence Selected Qistrfbution 0 ■■ W South Fast west Branch Branch Branch collectionHQ eso data. •A!u Iron collectionHQ and ESP — The Proven Solution Break the Cycle A recent study found that on average 16% of physical items in collections at public libraries in the U.S.A. have circulated just once, or not at all. ESP with collectionHQ helps to break this cycle: • Use ESP to help select the right pre -published titles, in the right categories then distribute to the right locations to satisfy patron demand and boost circulation. • Apply collectionHQ's Discovery tool to identify popular items that your library doesn't own or to evaluate backlist titles and how they work in other libraries. • Monitor performance and make continuous collection improvements with collectionHQ's Dashboard. "We hit a million plus cires last year for the first time ever and I give credit to collectionHQ and ESP. Our turnover rate is 3.2 and I'm super pleased." Corinne Hill, Executive Director at Chattanooga Public Library, TN "We've been using ESP for more than five months. Combined with our collectionHQ strategies we've already seen steady drops in our Dead on Arrival numbers month after month. We've also increased our turnover which is something we're focusing on more as we try to right -size the collection based on usage and demand." Dr. Gabriel Morley, Executive Director, Atlanta -Fulton County Public Library System, GA G EXHIBIT I DESCRIPTION OF SELECTIONHQ Introducing se ectionHO from Baker & Taylor selectionHQ Essential selectionHQ Essential is a set of free, self-service selection lists on Title Source 360 (TS 360). Includes B&T programs and publications as well as special collection areas such as Travel and Test Prep. Covers multiple book formats along with music, video, and spoken word. selectionHQ Notify & selectionHQ Plus selectionHQ Notify and selectionHQ Plus are notification services where new and forthcoming titles (print and spoken word CD) are sent as TS 360 carts. Customers may choose from a set list of carts (genres, Dewey centuries, etc.). Titles are split into these common collection areas using indexed data points. Items will only be listed once; ISBNs that appeared in previous notification carts will not be listed again. Customers have the option of receiving carts monthly on the 5th or every other Thursday. selectionHQ Notify • High -range popularity titles • Starred Titles • Optional Top Authors carts grouped by audience selectionHQ Professional Services selectionHQ Plus • Mid to high -range popularity titles • Reviewed (including Kirkus Collections) • Optional Top Authors carts grouped by common collection areas • Option to apply grid templates at the cart level • Option to duplicate check against B&T order history (using ISBN) selectionHQ Professional Services provides a custom solution to support ongoing collection development and management. Dedicated professional staff will work with the library to assess needs and create a custom workflow. • Flexibility in cart structure and criteria • Monthly TS 360 carts with flexibility in timing (i.e. staggered collection areas) • Grid templates applied at the cart level • All titles are ESP -ranked using customer cHQ data and distributed using ESP Recommended or custom ESP Profiles Option to select a format preference (only the preferred format will be shown) Duplicate management options including previous carts and B&T order history Occasional one-time or supplemental carts included *selectionHQ Professional Services requires an annual contract. Customers must also subscribe to collectionHQ/ cHQLite and ESP Professional. [OBAKER&TAYLOR EXHIBIT J DESCRIPTION OF SUSTAINABLE SHELVES PROGRAM JPusraInaraIe Prnnrnm How does it work? • Library provides Baker & Taylor with weed list • List is valued and categorized into two groups (resale and recycle) • Library weeds books • Baker & Taylor arranges pick up of books at no cost • Library is credited for collection within 30 days of receipt Benefits: • A simple, flexible process for libraries to get Baker & Taylor credit for weeded books quickly • Books that are not suited for resale are responsibly recycled • Save valuable staff time not managing book sales or researching donation options • Generate additional funds for your library while maintaining a vibrant, circulation collection Contact your Baker & Taylor rep for more information or sustainableshelves@baker-taylor.com P 369 20 EXHIBIT K DESCRIPTION OF BTCAT With over 50 years of - = experience providing shelf -ready Introducing BTCat A state-of-the-art library cataloging utility and database Libraries deserve a reasonably priced, modern cataloging utility that provides efficient, easy to use features combined with strong, high -quality record coverage at the time of purchase. processing and full cataloging records to over 400 libraries, Baker & Taylor is your source for a cataloging solution you can trust. 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Jason 3eeNlwr. 245 141.— canter 1.. lba revol.konery new untlerslentling of a 245 14 *,The cancer cotle:— revol hm ,h, nen m d-1 mystery I—Jason Fang. i 245 1 4 tl�g of eomeUiwl myNery SDr 1� F meClcel mystery l3cDr. Jesan Fung 250 # 'eOmon i ztlonaFung c 250 edition 250 SeFast.ation 1 ■ 28d 1Ha Y11k P.1h Harper Wave, an imprml of 214 New Y11—P. ih—e (Wave, an imps HemerCallinsP.DlisM1ers 3c[202o] -a 264 1 leNew YOM, NY'lDHemer Wave, en imDrinl 1� < HaryerC011insPUDlishers,Yc(2020) 300 #avili, 380 p1ges:0i11astr0ohs',Sc24 cm 4 of HeryerC011insPubtishem,ScR020, t }00 wii, 360 Degas 1pilluslrations,lc24 cm 336 #aIeMYDM#2macontenl MO ew,1 MO pages SDIIIos ra4 cm 1 ♦ 336 #a leat#DM#2hJa hhenl Iex13bMl2rtlacontenttons Yc21 337 Saonmedmted4bni2Nametlia 336 p 337 Sa anmetlmledibn42rtlametlm 338 3avolame3bhc32Macemer ♦ 337 aunm ame a 1 t }38 Savolamel I2r0acarriI, SOI #alncluOes Dbhti ph remre—(pages 313-342)an0 intlex evo ameibnc42rtlacern 1 1 � 514 *1-1— bibliographical references i 504 II 0 DDI I t (Dag 342) aM index P ip re erences (pages 1 505 0 Se Trench Werlare- The History of Cancer 505 0 SaT1—h Warfare-- The History of Cancer- if1 Cmnnogens- Cancer goes Viml--The Sc WM1el is CenceR �Ceronag.ns--Cancer Cancels Procrostean Bed -The Denomm. goes Vxel --TM1e Somatic Mutation Theory - Dawn - The Seed entl the Sod -� The Ong, cancels Procrosman BeO The Denominator ® of Cancer --Tumoral Evolution--Cancerou Problem --A F.K. Dawn --The Seetl end Ne Naaitlon end Cancer-Hyp.11—hemia-- Soh.. The Or,g,ns of LRe entl lh. O,,ga¢of N.Vient Sensors-- The Warburg Revival-- Canc.r-TpmoralEWIWDn--Cancerous -TM1e Strang. Story of Cancer-CancerP Transformation-NNnth-and Cancer-- -Dietary Determinant. Df Cancer - I—, Hypermsohnemm--Gh-h Fe--Noment 520 Sa'ANhor Dr Jespn Fung realms wiNe bi Sensors .- Th. Wamorg Newval--Invasion wNCM1 M1e oXersemtl,cel new peramgm br --TM..Z. Stay of antl i ssues a celto tlu l action far renng isk r el- Cancer Preventron aM Screening -- SCPmwtletl by paNisher Lary Determinants of Caber-- t 650 0 83a�gp5g{"Paou ImmunotherapY. t 850 12 }eNeaplesms • 776 Fong, Jason #tCancer .dhh.. ttl New Yark, NY Heryer Wave, an 202-9322 PODkshers, (20207Yz8]00062 850 2 . 2020019322 mnerge w 66h 1 • — 99T Se295]2545 CURRENT, WEB —BASED TECHNOLOGY / Microsoft Azure technology / Community Forums / Configurable homepage / Advanced Analytics COMPREHENSIVE AUTHORITY WORKFLOW / One -Click Authority Linking for author, subject and series BEST RECORD TECHNOLOGY Uses the library's preferences and Al to analyze search results to make sure the best record is at hand mL INTELLISENSE INTERFACE Our feature -rich editor includes: / Drag and drop / Intellisense for fixed fields, tags, indicators and subfields / Record comparison / Record merge TEMPLATES AND MACROS / Experience new workflow possibilities with BTCat templates and macros / Run macros on a single record or clean up an entire batch with a single click / RDA -compliant templates speed original cataloging, regardless of material type .444,a.may.a.� M,seamk_ aara.,�a i tire. p h pza m zms (z, roam, orvly ts) Pam�or� a2(T, ma,h9ation na n„aNre nmw�°�a)a ❑ �• 0 DwF DNS sac 11 ❑ • oow lcs sa o lT ❑ • DDw lc s sB 01T ❑ • olrx lcs sasv o . ppwttlaaap o . pw1e66atl1T ❑ • Dwleaaatl ❑ • DDwlc.satl ❑ . pwlc6aBtl1T ❑. o. m er3(7) eare I o� om9D em`; 0ol bc2025922943 h-- NJB gar (rvaTl f81f1 wa 15 202D12100130331 Snow more OD] tb .r Be I. 200505r2o202020h, etl 0001 eng tl 010 SaK 1 .12.3 un ers, (a,aaer lOeae Ot b 9]814328834D9(haODack l.rgapnm) er lOene O, Sa(oCOLC)119824]9]5 un ers (4, au .4040 fe NJBibergiertleie NJBi81MmBTitl BTCAT nrevre N haol N) 050 14 Sa P5355TR198#b D]420206 D8204 #a81Lel223 snow more D84 bFICO2712D32Disacsh nco in ever 100 1 fe�epgm,bggQJ¢r.feaulM1pr T. 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Date: 04/30/2024 Format: Hardcover ISBN-10: 0063373262 Street Date: Supplier: HarperCollins Dewey: 813 Price: $21.99 Est. Discount Price: $21.99 Pub. NOT YET Ordered: 1 Status: PUBLISHED P.O. Per Line: My First Book 250) by Levy, Honor BTK: 0030674104 ISBN: 9780593656532 Edition/Vol: Pub. Date: 05/14/2024 Format: Hardcover ISBN-10: 0593656539 Street Date: Supplier: Penguin Group USA Dewey: 813 Price: $27.00 Est. Discount Price: $27.00 Pub. NOT YET Ordered: 1 Status: PUBLISHED P.O. Per Line: Sipsworth 251) by Van Booy, Simon BTK: 0030460358 ISBN: 9781567927948 Edition/Vol: Pub. Date: 05/07/2024 Format: Hardcover ISBN-10: 1567927947 Street Date: Supplier: Two Rivers Dewey: 823/.92 Price: $26.95 Est. Discount Price: $26.95 Distribution Ordered: 1 Pub. NOT YET Status: PUBLISHED P.O. Per Line: https://ts360.baker-taylor.com/ layouts/CommerceServer/PrintCart.aspx?cartld={3121025B-7CE8-415A-930D-761 A608E57 F 1 }&userid={f06611 ce-... 43/46 3/28/24, 11:17AM ts360.baker-taylor.com/_layouts/CommerceServer/PrintCart.aspx?cartld={3121025B-7CE8-415A-930D-761A608E57F1)&userid= Wish You Weren't Here 252) by Schillig, Christy BTK: 0030783159 ISBN: 9781639107070 Edition/Vol: Pub. Date: 05/21/2024 Format: Hardcover ISBN-10: 163910707X Street Date: Supplier: Random House Inc Dewey: 813 Price: $29.99 Est. Discount Price: $29.99 Pub. NOT YET Ordered: 1 Status: PUBLISHED P.O. Per Line: A Pose Before Dying 253) by Erickson, Alex ISBN: 9781496747365 Edition/Vol: ISBN-10: 1496747364 Street Date: Price: $17.95 Est. Discount Price: P.O. Per Line: Road to Ruin 254) by Lee, Hana ISBN: 9781668035610 Edition/Vol: ISBN-10: 1668035618 Street Date: Price: $18.99 Est. Discount Price: P.O. Per Line: Blood Rubies 255) by Doquang, Mailan ISBN: 9781613165218 Edition/Vol: ISBN-10: 1613165218 Street Date: Price: $26.95 Est. Discount Price: P.O. Per Line: Farewell, Amethystine 25 6) by Mosley, Walter ISBN: 9780316491112 Edition/Vol: ISBN-10: 031649111X Street Date: Price: $30.00 Est. Discount Price: P.O. Per Line: With My Little Eye 257) by Jackson, Joshilyn ISBN: 9780063158665 Edition/Vol: ISBN-10: 0063158663 Street Date: Price: $18.99 Est. Discount Price: BTK: Pub. Date: 05/21/2024 Format: Supplier: Kensington Pub Corp Dewey: $17.95 Pub. NOT YET Ordered: Status: PUBLISHED BTK: Pub. Date: 05/14/2024 Format: Supplier: Simon & Schuster Dewey: $18.99 Pub. NOT YET Ordered: Status: PUBLISHED BTK: Pub. Date: 05/07/2024 Format: Supplier: W W Norton & Co Inc Dewey: $26.95 Pub. NOT YET Ordered: Status: PUBLISHED BTK: Pub. Date: 06/04/2024 Format: Supplier: Little Brown & Co Dewey: $30.00 Pub. NOT YET Ordered: Status: PUBLISHED BTK: Pub. Date: 04/30/2024 Format: Supplier: HarperCollins Dewey: $18.99 Pub. NOT YET Ordered: Status: PUBLISHED 0030783098 Paperback 813 1 0030859704 Paperback 813/.6 1 0030874995 Hardcover 813 1 0030838858 Hardcover 813 1 0030662343 Paperback 813 1 P.O. Per Line: https://ts360.baker-taylor.com/ layouts/CornrnerceServer/PrintCart.aspx?cartld=13121025B-7CE8-415A-930D-761 A608E57 F 1)&userid={f06611 ce-... 44/46 3/28/24, 11:17AM ts360.baker-taylor.com/_layouts/CommerceServer/PrintCart.aspx?cartld={3121025B-7CE8-415A-930D-761A608E57F1}&userid= The Silence of the Choir 258) by Sarr, Mohamed Mbougar BTK: 0030812374 ISBN: 9798889660200 Edition/Vol: Pub. Date: 05/14/2024 Format: Paperback ISBN-10: Street Date: Supplier: Pgw Dewey: 813 Price: $18.00 Est. Discount Price: $18.00 Pub. NOTYET Ordered: 1 Status: PUBLISHED P.O. Per Line: How to Read a Book 259) by Wood, Monica BTK: 0030105666 ISBN: 9780063243675 Edition/Vol: Pub. Date: 05/07/2024 Format: Hardcover ISBN-10: 0063243679 Street Date: Supplier: HarperCollins Dewey: 813 Price: $28.00 Est. Discount Price: $28.00 Pub. NOT YET Ordered: 1 Status: PUBLISHED P.O. Per Line: Death Comes Too Late 260) by Ardai, Charles BTK: 0030652274 ISBN: 9781803366265 Edition/Vol: Pub. Date: 03/12/2024 Format: Paperback ISBN-10: 1803366265 Street Date: Supplier: Random House Inc Dewey: 813 Price: $18.99 Est. Discount Price: $18.99 Pub. Status: Ordered: 1 P.O. Per Line: In Universes 261) by North, Emet BTK: 0030724223 ISBN: 9780063314870 Edition/Vol: Pub. Date: 04/30/2024 Format: Hardcover ISBN-10: 0063314878 Street Date: Supplier: HarperCollins Dewey: 813 Price: $26.99 Est. Discount Price: $26.99 Pub. NOT YET Ordered: 1 Status: PUBLISHED P.O. Per Line: Village Politics Can Be Murder 262) by Dams, Jeanne M. BTK: 0031133499 ISBN: 9781448310975 Edition/Vol: Pub. Date: 06/04/2024 Format: Hardcover ISBN-10: 1448310970 Street Date: Supplier: Severn House Pub Dewey: 813 Price: $29.99 Est. Discount Price: $29.99 Ltd Ordered: 1 Pub. NOT YET Status: PUBLISHED P.O. Per Line: Service Model 263) by Tchaikovsky, Adrian BTK: 0030712245 ISBN: 9781250290281 Edition/Vol: Pub. Date: 06/04/2024 Format: Hardcover ISBN-10: 1250290287 Street Date: Supplier: St Martins Pr Dewey: 823/.92 Price: $28.99 Est. Discount Price: $28.99 Pub. NOT YET Ordered: 1 Status: PUBLISHED https://ts360.baker-taylor.com/ layouts/CornrnerceServer/PrintCart.aspx?cartld=13121025B-7CE8-415A-930D-761 A608E57 F 1 }&userid={f06611 ce-... 45/46 3/28/24, 11:17AM ts360.baker-taylor.com/_layouts/CommerceServer/PrintCart.aspx?cartld={3121025B-7CE8-415A-930D-761A608E57F1}&userid= P.O. Per Line: Home Is Where the Bodies Are 264) by Rose, Jeneva BTK: ISBN: 9798212182843 Edition/Vol: Unabridged Pub. Date: 04/30/2024 Format: ISBN-10: Street Date: Supplier: Blackstone Pub Dewey: Price: $27.99 Est. Discount Price: $27.99 Pub. NOT YET Ordered: Status: PUBLISHED P.O. Per Line: A Newlywed's Guide to Fortune and Murder 265) by Freeman, Dianne BTK: ISBN: 9781496731654 Edition/Vol: Pub. Date: 05/21/2024 Format: ISBN-10: 1496731654 Street Date: Supplier: Kensington Pub Corp Dewey: Price: $17.95 Est. Discount Price: $17.95 Pub. NOTYET Ordered: Status: PUBLISHED P.O. Per Line: Isabel and the Rogue 266) by De La Rosa, Liana ISBN: 9780593440902 Edition/Vol: ISBN-10: 0593440900 Street Date: Price: $19.00 Est. Discount Price P.O. Per Line: The Vacation Rental 267) by Sise, Katie ISBN: 9781662507748 Edition/Vol: ISBN-10: 1662507747 Street Date: Price: $28.99 Est. Discount Price: P.O. Per Line: Totals Titles: 267 Quantity Ordered: 267 Quantity Confirmed: 0 Quantity 0 Backordered: Quantity Cancelled: 0 List Price Amount: $6,890.23 Est. Net Price $6,890.23 Amount: BTK: Pub. Date: 06/04/2024 Format: Supplier: Penguin Group USA Dewey: $19.00 Pub. NOT YET Ordered: Status: PUBLISHED Pub. Date Supplier: $28.99 Pub. Status: BTK: 05/01/2024 Format: Amazon Pub Dewey: NOT YET Ordered: PUBLISHED 0030723265 Hardcover 813 1 0030783194 Paperback 813 1 0030805880 Paperback 813/.6 1 0030739258 Hardcover 813 1 Exhibit M Opening Day Collection Services BAKER & TAYLOR OPENING DAY COLLECTIONS PROJECT RESPONSE Project Scope Baker & Taylor is fully capable of providing the cataloging, processing, and project management services required to support production of a new Opening Day Collection. For a project of this size and scope, we recommend the following services: • Customized adaptive and copy cataloging with CIP upgrades where needed, utilizing Z39.50 protocol • Project Management Support • Collection Development Support • Storage and Delivery of material ordered for the Opening Day Collection project. • Fund Accounting Reporting for the Opening Day Collection project. • Customized Processing of Print Material The basis of Customized Library Services' business relationship with the Library will be a partnership, based on mutually agreed upon roles, responsibilities, and obligations. Flexibility and responsiveness to changing needs are fundamental requirements for ensuring a successful and mutually satisfying partnership between the Library and CLS. PROJECT MANAGEMENT APPROACH The formation of Baker & Taylor's Customized Library Services (CLS) brought with it the development of a project -oriented approach to Ongoing Collection Development, Opening Day Collections, and Ongoing Online Cataloging and Processing services. This approach allows CLS management to schedule all facets of a project or ongoing service, including resources, and provides the foundation and framework for the entire project. All project teams consist of a Customer Success Manager (Project Manager), collection development manager, an automation specialist / cataloging / processing manager, and an Account Coordinator. Team members are responsible for managing their assigned resources to complete the project. In turn, each team member works closely with the Customer Success Manager to ensure compliance to all requirements. The project team helps to develop an approach that will successfully complete the project and meet the library's requirements. Our experience has shown that when the Library sets up a project team with similar project responsibilities and scope in advance of the project or ongoing service startup, the documentation and implementation of services is more efficient, accurate, and thorough. Additionally, the Library's internal project team, supported by a designated Library project manager, can provide a central point of contact for all issues and information. This helps to foster communication and to ensure that all internal library timelines and schedules are met. Upon successful award, the Customer Success Manager (CSM) immediately contacts the Library's project coordinator to begin developing the partnership that will carry throughout service to the library or the projects' completion. At this time, the CSM contacts the library to review the next steps in the process, to schedule possible site visit dates, and to request samples of barcodes, genre labels, ownerships labels or other labels, as applicable. The CSM will work with the library to schedule a series of conference calls, including the appropriate B&T and Library project team members. The goals of these calls will be to establish connectivity to the library's catalog, to review the cataloging and processing specifications supplied in the proposal process (and further define them if needed), to profile any collection development needs, and to assist in the coordination of any electronic ordering/account set up. At the end of these conference calls, all project team members will review their notes and will provide a comprehensive requirements documentation package to the library. Upon receipt of the Library's approval of the requirements package, the team will create cataloged and processed samples. The CSM will deliver these samples to the library, giving our staff an opportunity to further confirm our understanding of requirements. At this time, the CSM can walk the library through placing their first orders and discuss a fulfillment schedule with the library. Ultimately, the key to successful project management is communication. Internally, we emphasize and focus on team communication for facilitation and completion of all processes and tasks. Externally, this communication is no less important. Team to team communication between the Library and our team builds a confidence and the environment that is needed for the successful completion of any project. In support of this "communications environment", the CSM is responsible for establishing regular conference calls with the library and all B&Tteam members. These meetings can serve a number of purposes, such as the regular review of profiles, requirements, and project status updates. Our experience has also proven that these meetings and calls aid in the development of the relationship between our team and the library by promoting open lines of communication and by helping to resolve any issues or questions. COLLECTION MANAGEMENT AND SELECTION TOOLs Baker & Taylor emphasizes a project -oriented approach in every aspect of the management of Customized Library Services. Collection Management services follows the same protocol. After project award, our Collection Management staff, in conjunction with the Customer Success Manager will: • Contact designated library collection development staff for purpose of introductions and to acquire additional general information about the project or ongoing service requirements. • Provide the designated library collection development staff members copies of Collection Management profiling documentation in order to familiarize them with the means with which B&T Collection Management librarians will document and record collection parameters. • Visit the library and perform focused meetings with the library's collection development staff in order to discuss and document detailed collection development requirements. • Document, restate, and, as necessary, edit, with the Library's input, the information acquired in the previous step. This will be presented to the Library for sign -off as a confirmation of our understanding of the collection parameters. • A tentative list production schedule also will be supplied and any technical/system issues will be addressed and documented. • Upon sign -off, B&T Collection Management will provide sample selection lists/media for review by the library and as necessary, use feedback as a source of fine-tuning the documented requirements. • Upon approval of samples, B&T Collection Management librarians will begin list production. • If the library needs to adjust requirements after documentation sign -off, B&T Collection Management librarians will document the change and make necessary adjustments to support processes, output, schedules, and pricing. Selection Lists Baker & Taylor's Collection Management has one of the most extensive databases in the industry to support Opening Day Collection projects and ongoing selection. Our core selection application can access almost 10 million book, e-book, audio and video titles. Data can be accessed and output by using an extensive range of access points including but not limited to: • Dewey Classification • Library of Congress Classification • Library of Congress Subject Headings • Fiction Genres • Juvenile Material Type, i.e. Picture Book, Easy Readers • Subject Thesauri such as BISAC Subject Classifications • Non -book Material Genres • Key Word that can be applied to subject access points, full text annotations, and/or tables of contents In addition to these subject/content descriptions, data can be accessed and output by non -subject descriptive data elements including but not limited to: • Review Citation • Citation in Industry Standard Bibliographies such as Public Library Catalog or Best Books for Children • Series • Level of Readership/Intended Audience • Physical Format/Material Type • Availability Status • Stock Status • Price Staff Collection Management librarians also maintain bibliographies that can be used to support library collection development projects. Examples include and are not limited to interdisciplinary multicultural collections that have African American, Hispanic/Latino, and/or Asian oriented content. B&T can provide collection development data in MARC or PC compatible format, including Microsoft Excel. Data availability includes, but is not limited to the following: • ISBN/ISSN • Binding/Format • List Price • Delivered Price • Holdings (see below) • Class Number (s) • Author/Editor • Title • Edition Statement • Publisher • Date of Publication/Copyright • Series • Brief Annotation • Interest Level • Indication of Status • Subject Classification In addition, B&T can include almost any data element that is included in the structure of a MARC record in our selection lists. We can include data that indicates: • Juvenile Material Type, i.e. Picture Book, Easy Readers • Subject Thesauri Elements such as BISAC Subject Classifications • Non -book Material Genres • Review Citation indications • Citation in Industry Standard Bibliographies such as Public Library Catalog or Best Books for Children • Physical Format/Material Type • Availability Status • Stock Status • Regional and National Demand accumulated from all B&T customers Review Sources B&T can provide access to full -text review citations from the following major review sources. AudioFile 1992-- Booklist Jan. 1995-- BookPage Inception 1999-- Choice 1998-- Doody's 1993-- E-Streams Inception (not known) ForeWord Inception 1999-- Horn Book Guide 1994-- Horn Book Magazine 1996-- Kirkus 1991-- Voice of Youth Advocates 1997-- PW 12/23/2003 U all available reviews (-1985--) SU all available reviews (-1985--) VideoLibrarian Jan. 2002 Holdings Comparison It is our experience that library systems often require the review and consideration of current holding information in development of library projects. Contingent upon the library's ability to produce a machine-readable extract in conformance to Collection Management specifications, we can match this to our selection list data. We can accept holdings data in an ASCII or MARC format. Our experience is that ASCII data matched by ISBN provides the best level of service. When library holdings are included in a collection development project, the following processes are followed: • Designated technical staff at the library extract an ASCII or MARC file of data to be included in the project • The data file is transmitted to B&T via FTP • B&TTechnical staff reviews and tests the data for compatibility • Compatibility issues are addressed and resolved, if necessary, by B&T staff working with the library's technical staff • Holdings are matched to selection lists produced by B&T librarians in accordance with the specific documented collection management requirements, and included in selection lists used by the library • Depending on the project time -line, periodic holding updates may be scheduled and included in the process • B&T can utilize the data supplied by the librarythat matches the B&T databases by ISBN and include it in the selection lists produced for the library. ACQUISITIONS Baker & Taylor's TitleSource 360T" is a revolutionary way to order product from one trusted source. Through the latest innovative technology, TitleSource 360T"' provides users with fast, accurate and personalized search results, and makes ordering easier than ever. Find the products you need and order them quickly and easily with a streamlined checkout process. Baker & Taylor's TitleSource is the most extensive database of bibliographic acquisitions information for U.S. publications. This database includes book, e-book, spoken word audio, DVD / Blu-ray, and music CD titles. Each record gives current print status (i.e. Not -Yet -Published, Out -of -Print), in -stock availability, and latest list price. Title information is updated daily. TitleSource 360TI Benefits: • Largest database of book titles and media products • Fast, customized search results based on prior searches or user profile • Intuitive interface • Inventory view and title searching within cart • Product release calendar • Special offers and promotions • Live customer support • Customized profiles • Streamlined order management • Simple batch entry upload and ordering process TitleSource 36CFI makes it faster and easier to order books, movies or music products — now you can have millions of products at your fingertips with one easy -to -use ordering system. Customized Search and Browse Capabilities TitleSource 360TI enhanced search capabilities include type -ahead and spell -checking to aid in your search. Wealth of data at vour fingertips Each view provides publisher status, inventory level, estimated discounted price, cart and order duplication indication — without a single click of a button. Enhanced MARC profiler This feature makes integration with your ILS easy and efficient. Output customized, best available, MARC records with your required ILS data including, but not limited to, notes, location codes, fund codes, and collection codes, to create on - order records. On -order records can be used in the acquisitions process and to enable patrons to place holds on pre -pub titles. Easy Cart Management The innovative cart drawer is easily accessible on every page, so you can keep your lists and carts organized. Choose from multiple batch entry options: basic data entry, copy and paste and file import —multiple formats are supported. Innovative Shared Cart Workflow Share your cart with multiple users and control each step of the process, including selecting who can perform which function and assigning completion deadlines. The TitleSource 360TM database contains detailed, comprehensive, up-to-date information on over 9 million book titles, 200,000 DVD / Blu-ray titles, and 750,000 music titles. Data elements also include: 45 key search indices (including LC and Dewey classes), eleven filter criteria (including stock status, publication date, binding, format, and grade level), and duplicate checking between orders and selection carts. Key Features of TitleSource 360TM are: • Updated daily to insure accurate and current information, including in -stock titles, pre -publication, and new release titles • Real-time inventory data • Rich bibliographic information, includingjacket images in full color, first chapters, annotations, tables of contents, as well as standard bibliographic data such as author, ISBN, price, publisher, and publication • Fully searchable Tables of Contents and Annotations. Full text reviews include Kirkus, Library Journal, Publishers Weekly, School Library Journal, Horn Book, Choice, VOYA, BookPage, Foreword, AudioFile and E-Streams • Automatically access titles by review publication date • Over 45 search indices, including BISAC, LC and Dewey classes • Create, merge, copy, export and transfer selection carts. Carts can even be emailed to other users • Download MARC records into your ILS system with 9XX tags • Duplicate checking between orders and selection carts • Ordering grid capabilities for the library to track multiple branch distribution of title copies as well as three other user defined fields • Order grid information may be downloaded to the library's ILS system for ordering and/or transmitted to CLS in the electronic order file sent from TitleSource 360TM • Access to Lease Pre -publication lists and Quick Call • Access to lookup ISBN's in library OPAC with one click • Administrator determines levels of access for user IDs Shared Cart Functionality: • Simultaneous Access to or Sharing of a single cart by multiple users within single TS360TM account. Enhanced Duplicate Checking allows a user to perform a duplicate check for a single title before and/or after placing the title in the cart. Those customers using our Grid Distribution system will see appropriate Grid information displayed in the printable popup window alongside previously provided duplicate information. An Inline Grid Distribution Table is incorporated within the Detailed Title Display to give users the ability to enter multiple rows without having to go to a separate grid screen. It is also available as a popup read-only window for shared grid carts. • A Requisition Table for shared non -grid carts displays the requisition information supplied by all users and is viewable within the Detailed Title Display or from a popup window when using the Multiple Title Display. Information collected and displayed for each user includes: quantity, notes, and any Grid entries. • Administrators and Cart Owners can find and replace Grid entries that maybe obsolete. TitleSource 360TM is designed to support library workflows, and is integrated with Baker & Taylor's collection development services and your integrated library system (ILS). CATALOGING Customized Library Services' custom cataloging is Baker & Taylor's premier service. CLS has performed online cataloging, editing and maintenance for Libraries since 1989. Our staff has developed a state of the art cataloging methodology that leverages Z39.50 protocol for accessing the library's database and a resource pool of records from the Library of Congress and any Baker & Taylor created records in our Cataloging Utility (BTCat). This technology allows our CLS catalogers to have access to the most current version of the library's cataloging records without the overhead of being directly online. Records obtained from the Library's database are saved to a library specific work file located in our secure cataloging utility. The records in the work file are used in the creation of spine labels and as a vehicle for providing item -linking information. Once all necessary information is gathered, the CLS project team will work with the library to determine the best, most economical fit for the library. Major Features of the CLS Cataloging Methodology (Z39.50): Only authorized CLS catalogers have access to the library's database and work file. The cataloger will process material first by searching for a matching record in the library's database and work file simultaneously. A successful search occurs when our cataloger matches the data elements found in the appropriate record tags. CLS considers the title, author, imprint/publisher, edition and date of publication when matching a record. During the CLS profiling, the project team will document the appropriate attributes for matching records. When a matching record is found, the appropriate item level information (examples: barcode number, list price, collection code, etc.) is added and the record is saved to the library's work file. If a record is not found in the library's database or work file, the BTCat database is searched, followed by LC MARC and other local resource databases. If the record is not found in the above resources, the Library may also choose to have CLS search OCLC on their behalf for records not found in the library's catalog. Once a record is located in OCLC it is saved to the Library's work file and the record is updated to the Library's specifications. Please note that the process of using OCLC is available for OCLC Connexion Client members, upon CLS' receipt of a signed third -party agreement (which grants permission to our catalogers to access OCLC on the library's behalf) and an OCLC authorization and password for z39.50 connectivity to WorldCat. There are no additional charges from CLS for this service. However, it should be noted that all corresponding OCLC charges will be the responsibility of the Library. On a quarterly basis, an electronic file is sent to OCLC to update the library's holdings for all contributed records. When a full matching record is found in one of the resource databases, it is upgraded to meet the library's specifications and the appropriate item tag is added. The record is then saved to the library's work file. If the matching record found is a pre -publication record level, the record is upgraded to meet LC standards and is saved to the BTCat Bibliographic Database. The record is further edited to meet the library's specifications and appropriate item record is added. The record is then saved to the library's work file. The exception to a full level record would be that some AV pre -pub records are not upgraded to full MARC standards. However, these records are upgradeable to the Library's local standards. If your library opts to receive original cataloging services and a matching record cannot be found in the multi -database search string, a request is forwarded to an original cataloger in the CLS department. Our original catalogers will create a record according to RDA rules. LC authority files are used to validate author and subject headings. Once the record is created, it is saved into the BTCat Bibliographic Review File. Once the record has been reviewed and approved, it is saved in the BTCat Bibliographic Database. The library's assigned cataloger is notified, the record will be edited to meet the library's specification, and the appropriate item tag is added. Titles sent to the library will have a full MARC record with the appropriate item tag, unless we are unable to find a full record. If we cannot find a full record and the library does not subscribe to original cataloging services, we can send the item without cataloging or with a brief record. The records will either be new additions to the library's catalog, edited and modified to the library's standards, or existing records from the library's catalog. When the cataloger has completed the order, thermal -printed label sets consisting of spine, barcode, bibliographic, and other labels as required by the library are printed. The barcode is provided in a standard format, with an eye readable number strip available. All other labels are customizable for font, pitch and boldness. Options for label font include Courier, Times New Roman and Arial and pitches 12, 14, 16 and text can be left justified or centered. For thin books, we can provide one line spine labels and for Picture Books we can provide a larger font author letter spine label. The library will supply a unique barcode range, barcode prefix, symbology and check digit, where applicable. Call number and bibliographic information is extracted directly from the MARC record to ensure accuracy. After the labels are printed, a file of MARC records corresponding to the titles in the order is created. Released records are flagged so they cannot be selected again. The file of records will be put on the B&T FTP server for the library to retrieve and load. The records are maintained on the Library's work file for historical reference. PROCESSING The Customized Library Services department has over 300 trained professionals staffed to handle the library's customized requirements. These staff members are dedicated to meeting the library's requirements and exceeding your expectations. Our commitment to excellence and doing the job right the first time is unmatched in our industry. After cataloging is complete, the processing department completes the physical processing of each item. The processors review the processing instructions gathered at the site visit. Following these instructions, the processor attaches the spine label, barcode, and any special labels required by the library. After the application of all physical components, the library's materials move to the jacket selection area. Experienced technicians size the books so the appropriate Mylar jacket can be applied to the dust cover of the book. RFID CLS Shelf Ready Processing also can include the application and linking of RFID tags. Baker & Taylor's Customized Library Services has provided RFID services for print and audiovisual material since 2001. To date, we have linked, printed and/or applied tags for over 1 million items. Back Audit After the material is fully processed, it is ready for the final and most important stage in our CLS process, back audit. The back audit team is the final step in ensuring the material we ship to the library is of the highest quality and is in compliance with the Library's profiled specifications. The CLS back auditors inspect each order by cross referencing the completed processing and the processing instructions gathered at the site visit. Once the library's material passes this stage, the order is ready to be staged for delivery to the library. INVOICES Baker & Taylor's book invoices include the bill to address, ship to address, unit price, unit discount, quantity, total discount price, ISBN and purchase order number. The Library may choose the order in which books appear on the invoice; in the same order as the original purchase order or alphabetically by title, author, or publisher. Cataloging and processing charges can be included in each line's extended price, summarized at the bottom of each invoice, or shown on a separate invoice. In addition, Baker & Taylor's ATS number (authorization to ship) is included on each invoice and packing slip and will allow the library to match the packing slips to invoices. FUND REPORT As part of our Opening Day Collection Services, Baker & Taylor will provide a fund accounting report every two weeks. A typical CLS fund report contains the following information: Backorder - These items have been ordered by the library but are not yet available in stock with B&T. If the library chooses to backorder, they will remain on backorder until the timeframe designated by the library has passed. Backorder information includes the units and net discount dollars but does not include value added services pricing. Including this pricing (unit charge for cataloging and processing) could artificially inflate fund reporting expenditures. Pending - These items are available in stock and have been allocated to the library. From this point forward, these items cannot be re -allocated unless the order is cancelled. There are several internal phases of "pending' that include items in stock but not yet picked, items in cataloging, items in processing, or items in final review. Invoiced - These items, completely cataloged, processed, and reviewed for fulfillment accuracy, are packed, stored, and ready to be shipped to the library. Finally, the fund report provides several calculations that assist in reviewing and analyzing the project status. Budget figures are included in as much detail as possible and remaining balances are determined via formula for every category reported on. This helps the library and CLS effectively manage the budgets established at the beginning of the project. Where under -selection has potentially occurred, CLS will advise the library on strategies for expending or reallocating dollars in a specific category. Where over -selection has occurred, CLS will work with the library to reallocate dollars or reduce expenditures in the affected category. The report is broken down by collections that are determined during the collection development profiling phase of the project. Collections can be as broad or precise as necessary, but must be coordinated with the collection development lists and the ordering methodology to maintain the integrity of the information. These reports are regularly reviewed by our collection development specialists so that we can provide additional management support and consultation where necessary. ACCOUNTSET-UP PROCESS B&T has developed an account set-up methodology to aid in the delivery process. Accounts will be established for each collection group defined by the library and our CLS project team at the Site Visit. Adult and juvenile nonfiction orders will be grouped by Dewey hundreds (000's, 100's, 200's, etc.). Adult and juvenile fiction orders will be grouped into 4 or 5 sections, based on the first letter of the author's last name. Additional accounts will be set up as required by the library. For example, the library may want to separate out genre, large print or board books. This account set up process ensures that the shipment is delivered in logical groups for shelving. It also allows for detailed fund reporting by Dewey hundreds and other relative categories. All units will be boxed, labeled and palletized as they are completed. Completed pallets will be shrink wrapped, labeled by customer project name and stored. CLS Project Management will ensure the materials are placed in the location of the library's choosing at the time of delivery. STORAGE AND SHIPPING PROCESS CLS will store the materials in our fully insured, climate -controlled distribution center until the desired shipment date(s). When the library is ready for delivery, the back audit team begins to prepare the library's collection for delivery. 30 days notice for delivery is required for projects of up to 50,000 units. 45-60 days is necessary for projects that exceed 50,000 units. The preparation for delivery includes marking the outside of each carton with the collection group of the material inside and organizing the pallets in a sequence that the project team determines to be the most efficient for unloading. This organization ensures items that will be in the farthest part of the library will be unloaded first from the truck. This step helps to minimize unnecessary movement of cartons throughout the new library. The boxes will be stored and shipped in collection groups based on the account set up process. Once a delivery date is determined, CLS and the library begin to work on a plan of action for the day or days required to fully move the boxed collection into the library. The planning begins with several conference calls that also may include library facilities management and/or construction project management personnel. Discussion points include the delivery parking area for truck maneuverability, best entry point into the library and whether or not materials can be moved in on pallets or hand trucks, necessary equipment (hand carts, pallet jacks, fork lifts, etc.), location of freight elevator(s) for multiple floor buildings, location of the shelves and specific collection parameters. Extra caution will be taken for delicate or fragile ceramic tile flooring or other sensitive building materials/areas. CLS strongly recommends that the library have the Certificate of Occupancy and fully constructed shelving before accepting/requesting delivery. Our experience tells us that the day of delivery, no matter how well choreographed, always requires some improvisation. Because of this, a CLS/B&T representative will attend every initial library delivery. In addition to managing the on the ground delivery, our representative can help provide expertise from past delivery experiences and can quickly contact other CLS/B&T personnel as necessary, should questions arise. For larger deliveries, additional moving and unloading personnel may also be required. CLS will work with the library to ensure the appropriate resources are available to execute the delivery in a successful manner. ONLINE CUSTOMER SUPPORT Online Customer Support (OCS) is Baker & Taylor's web -based account management system. Access to the OCS system via your web browser is available 24 hours a day, 7 days a week to search and view account information, orders, and invoices with Baker & Taylor. OCS' search options include the ability to query orders by Purchase Order, B&T Order Number, Order Date Range, and more. The OCS data is updated to reflect the latest order and invoice status, as well as up to six months of history. The library can obtain updated status information at any time by accessing OCS. A backorder summary report including information on all backordered and cancelled titles is available. The library can go to the reports/downloads tab to request this report, setting date parameters and selecting all accounts or specific ones. The report is emailed to the library within 24 hours. The Library can also view detailed information on order and account status, warehouse location, quantities and prices, and shipping details. If a shipping carrier such as UPS, has external tracking capabilities, a link in the OCS system will take the Library directly to the carrier's website where additional information on your shipment's status is available. There is even an option that helps the Library to print invoices and order details for record keeping. EXHIBIT N BAKER & TAYLOR AND VOX BOOKS n� tBAKER TAYLOR v $aOKS Books that Talk! Baker & Taylor, Library Ideas Enter Agreement to Bring VOX Books'" to Libraries, Schools and the US Military -VOX Books'to be exclusively available through leading library supplier - For immediate release March 21, 2024 Charlotte, North Carolina - Baker & Taylor, the leading library books, services and software supplier, and Library Ideas, an innovative media publisher, announce a comprehensive distribution partnership for the innovative VOX and IR Books'" read -along product line for libraries and schools. VOX Books are hardcover picture books, chapter books, and nonfiction books that include a permanently attached reader preloaded with high -quality narration. This combination of print book and audio book allows the user to listen as they read along, helping them engage with books and develop the literacy skills needed for success in school and in life. The agreement between Baker & Taylor and Library Ideas will streamline ordering for libraries and K12 schools to source VOX Books worldwide. Baker & Taylor will offer full library processing services and provide sales and marketing support to Library Ideas' sales and customer service team. Baker & Taylor will be the sole source for VOX Books, handling all order fulfillment, enabling customers to use their state-of-the-art ordering system, Title Source 360, and leading processing and library workflow solutions. VOX Books orders will ship from Baker & Taylor facilities, utilizing economies of scale in warehousing and shipping. Library Ideas will continue managing sales, customer support, licensing, and publisher relations. VOX Books will be live in Title Source 360 this Spring. "What the Library Ideas team has developed with VOX Books aligns perfectly with Baker & Taylor's values of inspiring literacy and learning. I am thrilled to partner with an innovative company with a high -impact product like VOX Books. We are excited to pair the expertise of our industry -leading library workflow solutions with Library Ideas," explained B&T President and Group CEO Aman Kochar. "It's always our goal to make doing business with us as easy as possible. This agreement moves that goal forward. It's very exciting to have found a partner who is so library -centric," said Brian Downing, CEO of Library Ideas. Leading library systems have also noted the benefits this partnership will bring. Kelvin Watson, Executive Director of the Las Vegas -Clark County Library District, explained, "Connecting our community, particularly those often underserved, with unique and engaging literacy tools is extremely important. Achieving that goal is made easier with a product like VOX Books. Coupled with the efficiencies Baker & Taylor brings, the impact of VOX Books within our system will be even greater." Wendy Crutcher, Library Administrator for Technical Services at LA County Library noted, "LA County is excited about this new partnership. Being able to leverage Baker & Taylor's Title Source 360 platform and transmitting orders through EDI creates efficiencies and will speed up the process of getting exciting new VOX Books titles into the hands of our community." Emily Miller, Acquisitions, Media & Teen Collection Development Librarian at Jefferson County Public Library, shared, "What a great partnership! This will make our library's collection development, acquisitions, and receiving processes flow more smoothly now that we will be able to easily build a cart of VOX Books in TS 360, download the orders into our ILS, send the order electronically, and receive electronic invoices. Thank you for helping to make our workflow more efficient!" Librarians can learn more about this partnership by visiting both companies (booths 1906 and 2114) at the Public Library Association (PLA) conference in Columbus, OH, April 3-5. Media Contacts: Baker & Taylor Whitney Bretzman whitney.bretzman@baker-taylor.com Library Ideas Brian Downing briand@libraryideas.com About Baker & Taylor Founded in 1828, Baker & Taylor has a storied history serving libraries. As a leading supplier, the company is well known and trusted for carrying the materials customers need while innovating and bringing unique digital and analytics products to libraries worldwide. Backed by comprehensive logistics and unparalleled customer support, Baker & Taylor empowers libraries to enrich their collections, engage patrons, and nurture literacy and lifelong learning. Discover more at www.bal<er-taylor.com. About Library Ideas Library Ideas, established in 2008, stands as a leader in delivering cutting -edge learning solutions to libraries and schools worldwide. With a presence in over 20 countries and a customer base exceeding 5,000 institutions, the company is dedicated to empowering libraries with innovative tools that transcend traditional boundaries. Library Ideas is a Virginia based company. PROFILING DOCUMENT (TO BE INCLUDED LATER; DOCUMENT IS CREATED DURING THE FIRST S WEEKS OF THE CONTRACT) Vendor Services Agreement Page 32 of 32 10/18/24, 3:12 PM M&C Review CITY COUNCIL AGENDA Create New From This M&C Official site of the City of Fort Worth, Texas FoR_ T�H REFERENCE **M&C 24- 13P24-0144 LIBRARY DATE: 5/21/2024 NO.: 0444 LOG NAME: BOOKS AND SERVICES EC CODE CODE: G TYPE: CONSENT PUBLIC NO HEARING: SUBJECT: (ALL) Authorize Execution of Non -Exclusive Agreements with Multiple Vendors for Library Books and Services in a Combined Annual Amount Up to $3,200,000.00 and Authorize Four Annual Renewals for the Same Amount for the Library Department RECOMMENDATION: It is recommended that the City Council authorize the execution of non-exclusive agreements with Baker and Taylor, LLC., Nubro, Inc. dba Brodart Co., Ingram Library Services, LLC., and Children's Plus, Inc. for library books and services in a combined annual amount up to $3,200,000.00 and authorize four annual renewal options for the same amount for the Library Department. DISCUSSION: The Library Department approached the Purchasing Division to procure non-exclusive agreements for library books, materials, and related services such as labeling, cataloging, and protective covers for all Fort Worth Library locations. In order to procure these services, Purchasing issued a Request for Proposal (RFP) No. 24-0144 describing the specifications for the labeling, cataloging, and delivery needed by the Library Department. The bid was advertised in the Fort Worth Star -Telegram on February 28, 2024, March 6, 2024, March 13, 2024, March 20, 2024, and March 27, 2024. The City received five (5) responses. An evaluation panel consisting of representatives of the Library Department and the Information Technology Department reviewed and scored the submittals using Best Value criteria. The individual scores were averaged for each of the criteria and the final scores are listed in the table below. Proposer Evaluation Factors a b c d e f g Total Rank Baker & Taylor, 9.00 9.17 14.17 9.53 5.83 2.40 37.25 87.35 1 LLC Brodart 8.33 7.70 13.60 9.53 5.60 3.33 34.24 82.34 2 Company Ingram Library 8.00 10.27 13.60 9.53 5.83 2.80 29.85 79.88 3 Services, LLC Children's Plus, 7.00 6.23 10.77 6.60 4.67 1.73 40.00 77.00 4 Inc. Language Link, 1 0 0 0 0 0 0 0 LLC a) Vendor Qualifications b) Vendors access to inventory and delivery services c) Ability to catalog and process books as specified d) Ordering, standing orders, and related services apps.cfwnet.org/council_packet/mc_review.asp? I D=32150&cou ncildate=5/21 /2024 M91 10/18/24, 3:12 PM M&C Review e) Customer Service and reporting services f) Opening Day Collection (ODC) services g) Cost of services * Language Link, LLC did not score at least 50\% or more of the total available points for technical criteria and, therefore, was deemed nonresponsive and did not receive pricing points. After evaluation, the panel concluded that a multi -award to Baker and Taylor, LLC., Nubro, Inc. dba Brodart Company, Ingram Library Services, LLC., and Children's Plus, Inc. presented the best value for the City. Therefore, the panel recommends that Council authorize non-exclusive agreements with Baker and Taylor, LLC., Nubro, Inc. dba Brodart Co. Ingram Library Services, LLC., and Children's Plus, Inc. No guarantee was made that a specific amount of services would be purchased. Staff certifies that the recommended vendors' bids met specifications. FUNDING: The maximum amount allowed under these agreements will be a combined amount of $3,200,000.00; however, the actual amount used will be based on the needs of the department and available budget. Funding is budgeted in the General Operating and Maintenance category within the General Fund for the Library Department. DVIN-BE: A waiver of the goal for Business Equity subcontracting requirement is approved by the DVIN-BE, in accordance with the Business Equity Ordinance, because the purchase of goods or services is from sources where subcontracting or supplier opportunities are negligible. ADMINISTRATIVE CHANGE ORDER: An administrative change order or increase may be made by the City Manager up to the amount allowed by relevant law and the Fort Worth City Code and does not require specific City Council approval as long as sufficient funds have been appropriated. AGREEMENT TERMS: Upon City Council approval, these agreements shall begin upon execution and expire in one year from that date. RENEWAL TERMS: These agreements may be renewed for up to four (4) additional, one-year terms. This action does not require specific City Council approval provided that the City Council has appropriated sufficient funds to satisfy the City's obligations during the renewal term. FISCAL INFORMATION/CERTIFICATION: The Director of Finance certifies that upon approval of the recommendation, funds are available in the current operating budget, as previously appropriated, in the General Fund. Prior to an expenditure being made, the Library Department has the responsibility to validate the availability of funds. BQN\\ TO Fund Department Account Project ID ID FROM Fund Department Account Project ID ID Submitted for City Manager's Office by: Originating Department Head: Additional Information Contact: Program Activity Budget Reference # Amount Year (Chartfield 2) Program Activity Budget Reference # Year (Chartfield 2) Reginald Zeno (8517) Jesica McEachern (5804) Reginald Zeno (8517) Midori Clark (7707) Jo Ann Gunn (8525) Eugene Chandler (2057) Amount apps.cfwnet.org/council_packet/mc_review.asp? I D=32150&cou ncildate=5/21 /2024 2/3 10/18/24, 3:12 PM M&C Review ATTACHMENTS Copv of FID TABLE book bid.xlsx (CFW Internal) apps.cfwnet.org/council_packet/mc_review.asp? I D=32150&cou ncildate=5/21 /2024 3/3