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Item C05 C.5 `, County of Monroe y,4 ' �, "tr, BOARD OF COUNTY COMMISSIONERS Mayor Heather Carruthers,District 3 �1 `_ll Mayor Pro Tem Michelle Coldiron,District 2 The Florida.Keys` )-.���` Craig Cates,District 1 David Rice,District 4 w � Sylvia J.Murphy,District 5 County Commission Meeting September 16, 2020 Agenda Item Number: C.5 Agenda Item Summary #7262 BULK ITEM: Yes DEPARTMENT: Public Libraries TIME APPROXIMATE: STAFF CONTACT: Kimberly Matthews (305) 292-4540 No AGENDA ITEM WORDING: Approval of an Agreement with Baker & Taylor to procure Books and Non-Print Library Materials and Related Ancillary Services under the terms of their Florida State Contract ACS No. 55000000-20-NY-ACS and approval for Kimberly Mathews to sign all Opening Day Collection invoices consistent with her purchasing authority. ITEM BACKGROUND: In accordance with Florida Statute 257.25 which states, "Free library service.—Free library service shall constitute as a minimum the free lending of library materials that are made available for circulation and the free provision of reference and information services." the Monroe County Library System makes a available print and non-print material to the community. The State of Florida, Department of Management Services (Department) is authorized by section 287.042(16), Florida Statutes, "To evaluate contracts let by the Federal Government, another state, or a political subdivision for the provision of commodities and contract services, and, if it is determined in writing to be cost effective and in the best interest of the state, to enter into a written agreement authorizing an agency to make purchases under such contract." The State of New York competitively procured Books and Non-Print Library Materials, and Related Ancillary Services, and signed contract award number 22868 with the Contractor, attached hereto as Exhibit D (Master Agreement). The Master Agreement became effective on June 1, 2015 and is scheduled to expire on May 31, 2022. No renewal options are available. The Department evaluated the Master Agreement, and hereby acknowledges that use of the Master Agreement as an alternative source contract is cost-effective and in the best interest of the State. This Contract is made by and between the State of Florida, Department of Management Services (Department), an agency of the State of Florida (State), and Baker and Taylor, LLC, 2550 West Tyvola Road, Suite 300, Charlotte, NC 28217 (Contractor), collectively referred to herein as the "Parties." The contract covers Books and Non-Print Library Materials and Related Ancillary Services. Types of Books included are Trade, Non-Trade, Scientific, Technical, Law, Text Books, Reference, Packet Pg.255 C.5 Encyclopedias, Handbooks, University Press Publications, Society or Association Publications, Foreign Publications and Out of Print Books. Non-Print items include: abridged and unabridged audio books on tape, CD/DVD and MP3/MP4 format; non-subscription based eBooks; microfilm; microfiche; microcards; microprint; filmstrips; slides; DVD and Blu-ray (i.e. motion pictures, videos); audio cassettes; compact discs; laser discs; CD-ROMs (no online services); microcomputer software (educational); maps/globes/atlases/charts; video games; sheet music/scores; and audio visual materials. Baker & Taylor has been leading the industry in providing libraries customized technical services (also termed ancillary services as in the State Contract) for over thirty years. They 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 services (Ancillary Services)in 1996 to consolidate valuable resources and experience in order to 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, On-line 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. Baker and Taylor currently serves over 400 libraries on an ongoing basis and completes over 60 ODC/Collection enhancement projects per year. PREVIOUS RELEVANT BOCC ACTION: 12/19/2001 BOCC granted approval and authorized execution of a License Agreement between Monroe County and Baker & Taylor, Inc. to subscribe to the Title Source H product which is an online automated system that provides library materials ordering, inventory management and records downloading for the Monroe County Public Libraries. CONTRACT/AGREEMENT CHANGES: NA STAFF RECOMMENDATION: Approval DOCUMENTATION: Monroe County Public Library - Marathon Branch ODC BOCC Baker and Taylor LLC ACS Contract with Florida Bid Documents 22868i-1 FL GSA Award 2006022868p-2 FL GSA 2006022868Pricing_Books-3 2006022868PL_BakerTaylor-4 B&T 12_19_2001 Agreement FINANCIAL IMPACT: Effective Date: 9/16/2020 Expiration Date: 5/31/2022 Packet Pg.256 C.5 Total Dollar Value of Contract: $0 Total Cost to County: $0 Current Year Portion: $0 Budgeted: NA Source of Funds: NA CPI: none Indirect Costs: none Estimated Ongoing Costs Not Included in above dollar amounts: none Revenue Producing: no If yes, amount: Grant: NA County Match: NA Insurance Required: NA Additional Details: None REVIEWED BY: Norma Kula Skipped 08/25/2020 3:44 PM Kimberly Matthews Completed 08/31/2020 12:37 PM Pedro Mercado Completed 08/31/2020 1:24 PM Purchasing Completed 08/31/2020 1:42 PM Budget and Finance Completed 09/01/2020 1:39 PM Maria Slavik Completed 09/01/2020 2:07 PM Liz Yongue Completed 09/01/2020 2:15 PM Board of County Commissioners Pending 09/16/2020 9:00 AM Packet Pg.257 C.5.a 06 06 O O O u , O 1: O rJ �` fi ;v � O r + ! a. c � i t� f .B Y }, ,,e t r K,, llRi I � f J U CL O O O tJ O O O O O O K fii Packet Pg.258 C.5.a BAKER T A i C y C-4 L t *, August 25, 2020 Ms. Karen Bar Library Technical Services Manager Monroe County Public Library 06 700 Fleming Street Key West, FL 33040 RE: Pricing Proposal—Opening Day Collections(Print,Spoken Word Audio, DVD&Music CD Products) REVISED Dear Ms. Bar: Thank you for allowing Baker & Taylor's Customized Library Services the opportunity to provide a pricing proposal for Opening Day Collection Services for the Monroe County Public Library — Marathon Branch. Our proposal, including a detailed description of our service capabilities,follows this letter. Our approach is the most comprehensive and technically advanced process in our industry. By using CLS, Monroe County Public Library will partner with the industry's premier provider of customized, technical services. CLS is the only provider in the industry that truly delivers an adequate scope of material coverage coupled with a complete solution for the cataloging and processing of library materials. Attached to this proposal is Baker & Taylor's standard Notice of Pricing Proposal Acceptance form. If you are in agreement with the attached proposal, please sign the enclosed form and return it as indicated. Should you have any questions regarding this proposal, please do not hesitate to contact me at 800-775-7930 ext. 3248. I will be happy to assist you in any way possible. Thank you again for this opportunity. Sincerely, e1(1(1�e- lelglre CL Jennifer Rhyne Manager, Pricing Projects &Analytics Baker&Taylor, LLC 2550 W.Tyvola Road, Suite 300 Charlotte, INC 28217 0 Jennifer.rhyne@bal<er-taylor.com m 0 C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 2 Packet Pg.259 C.5.a TABLE OR CONTENTS 1.COMPANY HISTORY..........................................................................................................................................................4 2. DESCRIPTION OF SERVICES/CUSTOMER NEEDS ASSESSMENT RESPONSE........................................................................5 2.1.CUSTOMIZED LIBRARY SERVICES.......................................................................................................................................5 w 2.2.CUSTOMER RESPONSE...................................................................................................................................................5 y 2.3.PROJECT MANAGEMENT APPROACH.................................................................................................................................5 2.4.COLLECTION MANAGEMENTAND SELECTION TOOLS............................................................................................................7 2.4.2.ReViewSources.......................................................................................................................................8 2.4.3. Holdings Comparison..............................................................................................................................9 2.5.ACQUISITIONS............................................................................................................................................................ 10 06 06 2.6.CATALOGING.............................................................................................................................................................. 12 2.7.PROCESSING.............................................................................................................................................................. 13 2.72. Back Audit............................................................................................................................................. 13 - 2.8.INVOICES................................................................................................................................................................... 14 2.9.FUND REPORT............................................................................................................................................................ 14 2.10.A000UNTSET-UP PROCESS......................................................................................................................................... 15 2.11.PAYMBNTT€RMS...................................................................................................................................................... 15 2.12.STORAGE AND SHIPPING PROCESS................................................................................................................................ 16 > 2 2.13.ONLINE CUSTOMER SUPPORT...................................................................................................................................... 16 2.14.SHIPPING................................................................................................................................................................. 16 W tJ tJ 3. PRICING PROPOSAL........................................................................................................................................................ 17 3.1. A/V MATERIAL.......................................................................................................................................................... 17 CJ 4. DISCOUNT TERMS AND CONDITIONS OF SALE...............................................................................................................20 5.CATEGORY DEFINITIONS.................................................................................................................................................23 0 6. ENHANCED SERVICES PROGRAM....................................................................................................................................24 7. RETURNS POLICY.............................................................................................................................................................25 INSTITUTIONAL RETURNS..............................................................................................................................................25 8.APPENDICES.....................................................................................................................................................................27 2 APPENDIX 1-SAMPLE STANDARD MARC RECORDS.................................................................................................................2/ CL APPENDIX 2-SAMPLE LABEL SET..........................................................................................................................................29 APPENDIX 3-SAMPLE FUND REPORT(PRINT/AV)...................................................................................................................30 0 u NOTICE OF PRICING PROPOSAL ACCEPTANCE....................................................................................................................31 w 0 0 C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINEO a BAKER-TAYLOR.COM 3 Packet Pg.260 C.5.a 1.COMPANY HISTORY 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 publishers materials. Seven = �h years later, Robinson and Barber moved their rapidly growing business to New York City. In 1885,James S. Baker �M, 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 ��� 0 and devoted itself entirely to the wholesaling of all types of �,`� o library materials. In 1970, W.R. Grace & Co. bought Baker & Taylor. During the '70's and '80's, B&T experienced 06 significant growth, increasing our market share and ` A K rf'`. a; 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 April of 2016 Follett acquired Baker &Taylor. Baker &Taylor is headquartered in Charlotte, North Carolina, and operates distribution, technical 0) support,and sales centers worldwide Baker&Taylor has a long-standing tradition of being the "any book" wholesaler. We are a leading full-line distributor of o books and audiovisual products to library facilities, with annual sales of more than 63 million books from over 75,000 publishers and imprints. The oldest book distributor in the United States, B&T has provided economical pricing and excellent services for over 191 years. Our contacts and experience in the library marketplace have enabled us to 0. establish the most comprehensive coverage of materials and range of services in the industry. We supply all categories of materials for all levels of library patrons, including general adult readers, researchers, professionals, and Children and Teens. In addition to items that are stocked in our distribution centers, we maintain a product database that contains over 7.5 million items. CJ Baker & Taylor's inventory is over 17.5 million items and approximately 900,000 unique media & book titles. Baker & Taylor's leveraging of its inventoried titles from over 75,000 publishers and imprints provides the highest possible fill rates in the industry. Titles Volumes o Book 936,161 15,523,076 DVD/Blu-Ray 53,359 1,123,483 Music CD 70,086 534,823 Audio Book 33,718 155,825 eBook/eAudio 1,501,314 n/a CL CJ 0 C 0 CUSTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 4 Packet Pg.261 C.5.a 2. DESCRIPTION OF SERVICES/CUSTOMER(NEEDS ASSESSMENT RESPONSE 2.1.CusTOMIZED LIBRARYSERVICES Baker &Taylor has been leading the industry in providing libraries customized technical services for over thirty 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 in 1996 to consolidate our valuable resources and experience in order to address the y 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, On-line 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 CDC/Collection enhancement projects per year. Z.2.CusTOMRR RESPONSE 06 06 Project Scope Customized Library Services is fully capable of providing customized cataloging and processing services required by the Monroe County Public Library. In accordance with the library's completed requirements, the following services will be provided: • CLS will provide customized adaptive and copy cataloging with CIP upgrades where needed utilizing Z39.50 protocol • CLS will provide Project Management Support • CLS will provide Collection Development Support • CLS will provide Storage&Delivery of material ordered for the Opening Day Collection project. • CLS will provide monthly Fund Accounting Reporting for the Opening Day Collection project. o • CLS will provide custom processing of Print, Spoken Word Audio, and Audiovisual Material for Opening Day Collection > 0 Services. The basis of Customized Library Services' business relationship with Monroe County Public Library will be a partnership, based on mutually agreed upon roles, responsibilities, and obligations. Flexibility and responsiveness to changing needs U are fundamental requirements for ensuring a successful and mutually satisfying partnership between the Library and CLS. 2.3.PROJECT MANAGEMENTAPPROACH The formation of Baker & Taylor's Customized Library Services brought with it the development of a project-oriented approach to Ongoing Collection Development, Opening Day Collections, and Ongoing Online Cataloging and Processing. 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 while creating a mutual understanding of the o requirements of both the Library and CLS. The first step in the implementation of the CLS project management process is the establishment of a project team. All CLS project teams consist of a minimum of a 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 project manager to ensure compliance to all requirements. 2 The development of the project team begins upon receipt of a completed Customer Needs Assessment or CL formal/informal proposal request. The project team immediately becomes part of the CLS response team and helps develop an approach that will successfully complete the project and meet the library's requirements. This process ensures that all management resources are in place prior to the submission of our response. Our experience has shown U 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. 0 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 will help foster communication and insure that all internal library timelines and schedules are met. C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINEO a,BAKER-TAYLORCOM 5 Packet Pg.262 C.5.a Upon successful award to CLS, the project manager immediately contacts the library's project coordinator to begin developing the partnership that will carry throughout CLS service to the library or the projects' completion. At this time, the project manager contacts the library to review the next steps in the process and possible site visit dates and also LN requests samples of barcodes, genre labels, ownerships labels or other labels as applicable. The project manager will work with the libraryto schedule a series of conference calls, including the appropriate CLS and library project team gY p j members. The goals of these calls will be to establish connectivity to the library's catalog, review the cataloging and y processing specifications supplied in the proposal process and further define them if needed, profile any collection development needs, and assist in the coordination of any electronic ordering/account set up. At the end of these 2 conference calls, all CLS project team members will review their notes and provide a comprehensive requirements documentation package to the library. Upon receipt of the library's approval of the requirements package, CLS will c create cataloged and processed samples. Your project manager will deliver these samples to the library,giving the library another opportunity to confirm that CLS 06 understands their requirements. At this time the project manager 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, CLS emphasizes and focuses 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 CLS builds a confidence and the environment that is needed for the successful completion of any project. In support of this "communications environment", the project m manager is responsible for establishing regular conference calls with the library and all the CLS team members. These CD 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 CLS and the library by promoting open lines of communication at all times and by helping to resolve any issues or questions to the mutual satisfaction of the library and CLS. A final component of project management is consulting support. All CLS project managers have significant project and < delivery experience that can provide ongoing support and aide to the library. This additional knowledge base is free of charge and comes from working with seasoned project professionals. This support can be an invaluable and timely tool from collection development strategy all the way to the delivery implementation. CJ c 2 CL CJ 0 0 C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 6 Packet Pg.263 C.5.a 2.4.C®LLEcrm MANAGEMENTAND SELK=rm Tom 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: 2 • Contact designated library collection development staff for purpose of introductions and to acquire additional general c 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 B&T Collection Management librarians will document 06 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 B&T Collection Management's understanding of the collection parameters. • A tentative list production schedule will also be supplied and any technical/system issues will be addressed and 0) documented. • Upon sign-off, B&T Collection Management will provide sample selection lists/media for review by the library and as 4- necessary, use feedback as a source of fine-tuning the documented requirements. c • Upon confirmation of sample conformance, B&T Collection Management librarians will start list/media 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. • Baker & Taylor's Customized Library Services collection management approach is the structured and comprehensive approach required to address your collection development needs. CJ CJ 0 2 CL CJ 0 0 C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a BAKER-TAYLOR.COM 7 Packet Pg.264 C.5.a 2.4.1.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 millions of 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 y • Library of Congress Classification • Library of Congress Subject Headings • Fiction Genres 0 • 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 06 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 0. 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. CJ B&T can provide collection development data in a laser printed hard copy, MARC, or PC compatible format including Microsoft Excel. Data availability includes, but is not limited to the following: • ISBN/ISSN • Edition Statement • Binding/Format • Publisher 0 • List Price • Date of Publication/Copyright • Delivered Price • Series • Holdings(see below) • Brief Annotation • Class Number(s) • Interest Level • Author/Editor • Indication of Status • Title • 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: CL • Juvenile Material Type, i.e. Picture Book, Easy Readers 0 • Subject Thesauri Elements such as BISAC Subject Classifications • Non-book Material Genres • Review Citation indications 0 • 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 C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300�CHARLOTTE,NC 28217 CLSINEO a BAKER-TAYLOR.COM g Packet Pg.265 C.5.a 2.4.2. Review Sources B&T can provide access to full-text review citations from the following major review sources. Please note that if full-text reviews are required,the library could be subject to a separate charge for this level of service. AudioFile 1992-- Bookl ist Jan. 1995-- 0 BookPage Inception 1999-- Choice 1998-- Doody's 1993-- E-Streams Inception (not known) ForeWord Inception 1999-- Horn Book Guide 1994-- 06 Horn Book Magazine 1996-- Kirkus 1991-- Voice of Youth Advocates 1997-- PW 12/23/2003 LJ all available reviews(-1985--) SLJ all available reviews(-1985--) m VideoLibrarian Jan. 2002 2.4.3. Holdings Comparison 0 It is our experience that library systems require current holding information in library development projects. Contingent > 0 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. 0 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. Extensive technical work to acquire library holdings data may require a supplemental charge to cover research and system development, and ILS interface issues may be contingent upon the features and/or resources of the ILS provider. In almost all instances in which library holdings are included in a collection development project,the following processes are followed: 0 • 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 0 • B&T Technical staff reviews and tests the data for compatibility 0 • 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 conformance to 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 library that matches the B&T databases by ISBN and include it in the selection lists produced for the library. ry• 2 CL 0 0 CJ 0 0 C 0 m 0 C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 9 Packet Pg. 266 C.5.a 2.5.AcQUISITl®Ns Baker&Taylor's Title Source 360TM is a revolutionary new way to order product from one trusted source.Through the latest innovative technology, Title Source 360T' provides users with fast, accurate and personalized search results, and makes LN 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 subscription database includes book, spoken word audio, DVD/ Blu-ray, and music CD titles. Each record gives current 2 print status(i.e. Not-Yet-Published,Out-of-Print), in-stock availability,and latest list price. Title information is updated daily. 0 Title Source 360TM Benefits: • Largest database of book titles and media products 06 • Fast,customized search results based on prior searches or user profile W • Intuitive interface • Inventory view and title searching within cart • Product release calendar • Special offers and promotions • Live customer support m • Customized profiles • Streamlined order management • Simple batch entry upload and ordering process 0 Title Source 360T' 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 360TM enhanced search capabilities include type-ahead and spell-checking to aid in your search. Wealth of data at your 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 new 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- c 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. 2 Innovative Shared Cart Workflow Share your cart with multiple users and control each step of the process, including selecting who can perform which function CL and assigning completion deadlines. g g 0 Title Source 360TM 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. C 0 The Title Source 360TM database contains detailed, comprehensive, up-to-date information on over 8 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. CUSTOMIZED LIBRARY SERVICES®12550 WEST TYvOLA ROAD,SUITE 300�CHARLOTTE,NC 28217�CLSINEO a BAKER-TAYLOR.COM 10 Packet Pg.267 C.5.a Key Features ofTitleSource 360T'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, including over 4.8 million jacket images in full color,first chapters,annotations,tables of contents,as well as standard bibliographic data such as author, ISBN, price, publisher,and publication 0) • 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 • 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 06 • 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 Title Source 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. > 0 • 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 U 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. CJ • 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. System Requirements: • Internet Explorer(version 5.0 or higher) • An internet connection(56K or higher recommended) Title Source 360TM is designed to support library workflows, and is integrated with Baker&Taylor's collection development service FirstLookT"°and your integrated library system (ILS). 2 CL CJ 0 C 0 CUSTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINEO a,BAKER-TAYLORCOM 11 Packet Pg.268 C.5.a 2.6.CATALOGING Customized Library Services' custom cataloging is Baker&Taylor's premier service. CLS has performed online cataloging, editing and maintenance for Libraries since 1989. CLS will use one of two methodologies to perform cataloging services. Our preferred method is to access the Library's ILS using the Z39.50 protocol. Customized Library Services has partnered with The LibraryCorporation TLC to create a state of the art cataloging methodology that leverages Z39.50 protocol for p (TLC) g g gY g accessing the library's database and a resource pool of records from the Library of Congress and any Baker & Taylor y created records. 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 2 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. 0 Optionally, CLS can catalog online using the ILS Client supplied by the Library. Using the client software, CLS catalogers will access your database and work live in your database.Added copies will be linked on-line and CLS will catalog and add 06 new titles using the Library's cataloging utility and OCLC (through a third party agreement described below). Original W cataloging (described below as well) will be performed as needed. It should be noted that the cost for this alternate methodology could be different then the pricing quoted in this proposal. 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. m Major Features of the CLS Preferred Cataloging Methodology(Z39.50): CD 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. 0 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 keyed and the record is saved to the library's work file. CJ If a record is not found in the library's database or work file, the CLS Bibliographic Database is searched, followed by LC MARC and the resource databases of TLC.The CLS Bibliographic Database contains all CIP records upgraded to full MARC standards by CLS catalogers, as well as new records created by CLS original catalogers. If the record is not found in the above resources, the Library may also choose to have CLS search OCLC on their behalf 0 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. The option of utilizing OCLC will also help to minimize the Library's need for original cataloging. Please note that the process of using OCLC is available upon CLS' receipt of a signed third party agreement which grants permission to our catalogers to access OCLC on the library's behalf. 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 weekly basis, an electronic file is sent to OCLC to update the library's holdings for all contributed records. 2 Z When a full matching record is found in one of the resource databases, it is upgraded to meet the library's specifications CL 0 and the appropriate item tag is keyed.The record is then saved to the library's work file. 0 If the matching record found is not a full level record, the record is upgraded to meet LC standards and is saved to the CLS Bibliographic Database. The record is then further edited to meet the library's specifications and the appropriate item record is keyed. 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 0 Library's local standards. If 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 CLS Bibliographic Review File. Once the record has been reviewed and approved, it is saved in the CLS Bibliographic 0 Database. The library's assigned cataloger is notified and the record will be edited to meet the library's specification and C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300�CHARLOTTE,NC 28217�CLSINEO a,BAKER-TAYLOR.COM 12 Packet Pg.269 C.5.a appropriate item tag is keyed. The sample records enclosed (Appendix 1) represent the minimum level of cataloging for AV materials. LN Every title sent to the library will have a full MARC record with the appropriate item tags. 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. y When the cataloger has completed the order, laser printed label sets consisting of spine, barcode, bibliographic, and 2 other labels as required by the library are printed. We have enclosed a sample label set in (Appendix 2).The barcode is provided in a standard format, with an eye readable number strip available. All other labels are customizable for font, c pitch, boldness and italics. 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, and 06 symbology information. 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 m the Library's work file for historical reference. CD 2.7.PROCESSING 76 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 U instructions gathered at the site visit. Following these instructions, the processor attaches the spine label, barcode, and U 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. After the material is fully processed, it is ready for the final and most important stage in our CLS process, back audit. 2.7.2. 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. 2 CL 0) 0 C 0 U CUSTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 13 Packet Pg.270 C.5.a 2.8.INVOICES Print/Spoken Word Audio Baker & Taylor's book and spoken word 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, 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 y 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. 2 DVD/Blu-ray and Music CD Audio Visual invoices will list the account number, purchase order number, quantity, title, producer's list price, discount, extended price, and total price. Processing and cataloging charges will also be listed. Titles can be listed by purchase order, artist, and title or item number. The invoice number is listed on both the invoice and the packing list. In addition06 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. 2.9.FUND REPORT ¢ As part of our Opening Day Collection Services, Baker&Taylor will provide a fund accounting report every two weeks. Please refer to Appendix 3 for a sample fund report. A typical CLS fund report contains the following information: m Backorder- If the library chooses to accept backorders, this report will detail any items which have been ordered by the 2 library but are not yet available in stock with B&T. They will remain on backorder until a time 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 expend itu res. 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 have been completely cataloged and processed as well as reviewed and 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 wisely and effectively manage the budgets established in the beginning of 0 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 CL management support and consultation where necessary. 0 CJ 0 r_ 0 C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINEO a,BAKER-TAYLOR.COM 14 Packet Pg.271 C.5.a 2.10.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 b the q Y library. For example, the library may want to separate out genre, large print or board books. This account set up y 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. 2 All units will be boxed, labeled and palletized as they are completed. Completed pallets will be shrink wrapped, labeled by c 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. 06 2.11.PAYMENTTERMS W Baker&Taylor's payment terms are net 30 days from the date of invoice. Ownership transfer and invoicing will occur on the date cataloging and processing is completed and the materials are either shipped, or placed in storage at a Baker & Taylor facility. Invoices are mailed to the Library at the time invoicing occurs. 0 0 U ca U 0 2 CL U 0 C 0 U C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINEO a BAKER-TAYLOR.COM 15 Packet Pg.272 C.5.a 2.12.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 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 y 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 2 step helps 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. 0 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 may also include 06 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. m Our experience tells us that the day of delivery, no matter how well choreographed, always requires some improvisation. 2 Because of this, the Project Manager and other CLS/B&T personnel as required will attend every initial library delivery. In addition to managing the on the ground delivery, the Project Manager 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. 2.13.ONLINE CUSTOMER SUPPORT (, In addition to the personal support of your Project Manager,we are pleased to offer access to Online Customer Support (OCS), 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, 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. 0 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 CL 0 even an option that helps the Library to print invoices and order details for record keeping. 0 0 CJ 2.14.SHIPPING Baker &Taylor will send all items Free Shipping, FOB Destination with inside delivery. Ownership transfer and invoicing will occur on the date cataloging and processing is completed and the materials are either shipped or placed in storage 0 at a Baker &Taylor facility. Invoices are mailed to the library at the time invoicing occurs. Staff accounts, offered as a courtesy to our customers for personal use, will receive FOB Shipping Point, Charge Shipping and will be taxed as appropriate. 0 C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300�CHARLOTTE,NC 28217�CLSINEO a,BAKER-TAYLOR.COM 16 Packet Pg.273 C.5.a 3. PRICING PROPOSAL 3.1.PRINTAND SPOKEN WORD AUDIO MATERIAL Based on the information contained in your completed Customer Needs Assessment, we are pleased to propose the following pricing for print and spoken Word material. Baker &Taylor/CLS reserves the right to adjust pricing if the Library's requirements change at any time throughout the project. Pricing is based upon the library's CNA response.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 0 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: 6 OPENING DAY COLLECTION SERVICES FOR PRINT MATERIAL....................................$3.99/UNIT We INCLUDES: 1. ADAPTIVE AND COPY CATALOGING WITH CIP UPGRADES WHERE NEEDED,UTILIZING Z39.50 PROTOCOL 2. ITEM LINKING 3. PROJECT MANAGEMENT SUPPORT E 4. MYLAR JACKET 5. LINK AND AFFIX CLS SUPPLIED UNIVERSAL RFID TAG 6. SPINE LABEL 7. BARCODE LABEL 8. GENRE LABELS(LIBRARY-SUPPLIED) 2 9. OWNERSHIP LABEL AND/OR STAMP 10. LABEL PROTECTORS U OPENING DAY COLLECTION SERVICES FOR SPOKEN WORD AUDIO MATERIAL...............$6.49/UNIT INCLUDES: 1. ADAPTIVE AND COPY CATALOGING WITH CIP UPGRADES WHERE NEEDED,UTILIZING Z39.50 PROTOCOL 2. ITEM LINKING 3. PROJECT MANAGEMENT SUPPORT 4. REPACKAGE INTO STANDARD SWA CASE 5. LABEL PROTECTORS 6. SPINE LABEL 7. BARCODE LABEL 8. BOOK DROP LABEL , ADDITIONAL SERVICES AT THE LIBRARY'S REQUEST: JUVENILE KITS CATALOGING AND PROCESSING(ADDITIONAL)............................................$2.25/UNIT 2 LAMINATE PAPERBACK COVERS(ADDITIONAL) 10 MIL CLEAR POLY $1.99/UNIT...................................................................................................... CL 7 MIL CLEAR POLY.................................................................................................$1.15/UNIT ORIGINAL CATALOGING $10.00/TITLE 2 'k BAKER&TAYLOR CURRENTLY WORKS WITH MOST RFI D SYSTEMS.OUR TAGS OPERATE AT 13.56MHZ,AND ARE RE-WRITEABLE,AND FULLY COMPLIANT WITH ISO15693. IF AFTER COMPATIBILITY TESTING B&T DOES NOT HAVE THE CURRENT SOFTWARE/HARDWARE IN PLACE FOR THE SYSTEM CHOSEN BY THE LIBRARY, BAKER & TAYLOR RESERVES THE OPTION TO REVISE THIS PRICING. IN THESE INSTANCES CUSTOMERS SHOULD SUPPLY B&T UNPROGRAMMED RFIDTAGS U CUSTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 17 Packet Pg.274 C.5.a ♦ BAKER&TAYLOR'S PAYMENT TERMS ARE NET 30 DAYS FROM THE DATE OF INVOICE. OWNERSHIP TRANSFER AND INVOICING WILL OCCUR ON THE DATE CATALOGING AND PROCESSING IS COMPLETED AND THE MATERIALS ARE EITHER SHIPPED, OR PLACED IN STORAGE AT A BAKER &TAYLOR FACILITY. IF STORAGE IS REQUIRED, BAKER &TAYLOR WILL STORE THE MATERIALS IN A FULLY INSURED AND CLIMATE CONTROLLED FACILITY UNTIL THE DESIRED SHIPMENT DATES. INVOICES ARE MAILED TO THE LIBRARY ATTHE TIME INVOICING OCCURS. ♦ FOR THOSE RECORDS WHERE CATALOGING IS NOT AVAILABLE IN THE LIBRARY'S DATABASE OR B&TS CATALOGING UTILITY, CLS WILL PROVIDE AN ORIGINAL CATALOGING RECORD FOR$10.00/TITLE. TITLES REQUIRING ORIGINAL CATALOGING WILL BE PRICED SEPARATELY AT$10.00/TITLE FOR THE N FIRST COPY OF EVERY TITLE ORDERED. IF MULTIPLE COPIES OF A TITLE ARE ORDERED,THE$10.00 CHARGE WILL ONLY APPLY ONCE, HOWEVER,THE COMPREHENSIVE CATALOGING AND PROCESSING CHARGE WILL APPLYTO EACH UNIT INCLUDING THE INITIAL UNITTHAT RECEIVESTHE$10.00 CHARGE. 2- O O O 06 O O O O O O O tJ tJ tJ U O O O J U CL O O O tJ O O O O O O U C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYvOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINEO a,BAKER-TAYLOR.COM 1g Packet Pg.275 C.5.a 3.2. AN MATERIAL Based on the information provided, we are pleased to propose the following pricing for Audio Visual Material. Please note: Pricing is subject to change based on specifications or case changes. If the library requires alternate processing or cataloging requirements,it is at the discretion of CLS to adjust pricing accordingly. A/V CATALOGING AND PROCESSING y DVD/BLu-RAY ..............................................................................$4.89/UNIT* 0 INCLUDES: I. ADAPTIVE AND COPY CATALOGING UTILIZING Z39.50 PROTOCOL o 2. ITEM LINKING 3. PROJECT MANAGEMENT SUPPORT 4. REPACKAGE ITEM INTO STANDARD DVD CASE AS APPLICABLE � 5. INSERT GRAPHIC INTO SLEEVE 6. LABEL PROTECTORS 7. SPINE LABEL 8. BARCODE LABEL W 9. BOOK DROP LABEL W 2 0 MusicCD....................................................................................... $4.89/UNIT* INCLUDES: I. ADAPTIVE AND COPY CATALOGING UTILIZING Z39.50 PROTOCOL � 2. ITEM LINKING 3. PROJECT MANAGEMENT SUPPORT U U 4. REPACKAGE ITEM INTO STANDARD CD JEWEL CASE AS APPLICABLE 5. INSERT GRAPHICS INTO SLEEVE U 6. LABEL PROTECTORS 0 7. SPINE LABEL 8. BARCODE LABEL 9. BOOK DROP LABEL 0 PLRASR NonD PRIuNa FoR THE LIBRARY'S MEDIA Box DVD C®LLRCTI®N WILL RR DETERMINED ONCE CATALOGING'AND PR®CDSSING REQUIREMENTS HAVE BEEN FINALIZED BY THE LIBRARY * TITLES REQUIRING ORIGINAL CATALOGING WILL BE PRICED SEPARATELY AT$10.00/TITLE. THE COMPREHENSIVE CATALOGING AND PROCESSING CHARGE WILLAPPLYTO EACH UNIT,INCLUDING THE INITIAL UNITTHAT RECEIVESTHE$10.00 CHARGE. J * AV CATALOGING AND PROCESSING PRICES FOR CDs AND DVD'S ARE FOR BOTH SINGLE AND MULTIPLE DISC RELEASES. 2 ♦ BAKER&TAYLOR'S PAYMENT TERMS ARE NET 30 DAYS FROM THE DATE OF INVOICE. OWNERSHIP TRANSFER AND INVOICING WILL OCCUR ON THE DATE CL CATALOGING AND PROCESSING IS COMPLETED AND THE MATERIALS ARE EITHER SHIPPED, OR PLACED IN STORAGE AT A BAKER &TAYLOR FACILITY. INVOICES ARE MAILED TO THE LIBRARY AT THE TIME INVOICING OCCURS. U W C 0 U CUSTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINEO a,BAKER-TAYLOR.COM 19 Packet Pg.276 C.5.a 4. DISCOUNT TERMS AND CONDITIONS OF SALE LN DiscountTerms and Conditions of Sale(Print and Spoken Word Audio) Monroe County Public Library-Marathon Branch Opening Day Collection Please note that the following discount terms are applicable for CLS accounts only. The pricing grid below provides discounts for each product category offered by Baker&Taylor. Product Category Definition(a) Price Indicator Discount 2- Category O Adult Trade Hardcover Editions 0. 0-(zero)(Hardcover Trade Editions) 44.5% O I. (Popular Fiction&Non-Fiction,and may include C (Hardcover Computer Books) some spoken word audio) 0 O II. Juvenile Trade Hardcover Editions J 44.5% (Popular Fiction&Non-Fiction) 06 Adult Quality Paperback Editions B-(Paperback Trade Editions) 1 copy/title 35.0% 0, III. 2-4 copies/title 40.1% (Popular Fiction&Non-Fiction) C-(Paperback Computer Books) 5+copies/title 41.2% 1 copy/title 35.0% Juvenile Quality Paperback Editions ¢ IV. G 2-4 copies/title 40.1% (Popular Fiction&Non-Fiction) 5+copies/title 41.2% 1 copy/title 35.0% O V. Mass Market Paperback Editions P 2-4 copies/title 40.1% O 5+copies/title 41.2% CD VI. Single Edition Reinforced(Juvenile) R 20.0% VI I. Publisher's Library Edition(Juvenile) Z 20.0% University Press Trade Editions(may be of any ° Vi l 1. A 35.0% > binding and include some spoken word audio) S/X/N-(Text,Technical,or Reference Editions) S=7.5% X=7.5% N=0.0%(b) W tJ L-(Hardcover Editions from Small Press and L=10.0%(c)(d) Hardcover Titles of Limited Demand-primarily Adult) 7=20.0%(d) Text,Technical,Reference,Professional Medical, 7-(Hardcover Titles of Limited Demand-primarily Small Press,some University Press titles Juvenile) M=10.0%(c)(d) (Paperback Editions from Small Press and X. (excluding University Press Trade Editions)and/or M-(Pap 1-20.0%(d) O Titles of Limited Demand Paperback Titles of Limited Demand-primarily (may be of any binding and include some spok Adult) en T=7.5% word audio) 1 (Paperback Titles of Limited Demand-primarily U=7.5% O Juvenile) V=7.5% O W=7.5% T/U/V/W/4/Letter 0-(Specialty Textbooks) 4=7.5% Letter 0=7.5% 5/6/8 (Professional Medical Titles) 5=7.5% 6=7.5% t� 8=7.5% _ Imported English and Non-English Language F=0.0% Editions F/K/3 K=0.0% 2 X. 3=0.0% CL XI. Enhanced Service Program Y/Q Q=7.5% Y=0.0%plus$4.95/unit(e) O O XII. Spoken Word Audio H 45.0% O Mill. Board Books I 42.5% O XIV. Novelty Items/Activity Books I 42.5% Special Programs,such as: ° XV. Paw Prints and Follett Bound Editions D D-28.0%° Turtleback Editions py U C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 20 Packet Pg. 277 C.5.a Baker&Taylor,LLC DiscountTerms and Conditions of Sale (a)Please see Section 5 for full category definitions,which are attached hereto and incorporated herein by reference. Materials produced for TextStream print-on-demand services may fall into any category. (b)Titles which receive minimal publisher discount will be invoiced at publisher's list price. 2- (c)Represents publishers with limited sales volume,based upon a semi-annual review. These titles may be of any 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 binding type or publisher of origin. 06 h® 06 (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 plus$4.95/unit service charge. Also, please note that: °3 • Publisher's list price is subject to change without notice. • Except where otherwise noted, book discounts are applied to current publisher's list price at the time of shipment. • Baker&Taylor reserves the sole right to be the final determinant of product categories, category definitions and price o indicators.The discounts vary based on this determination. > • Titles are categorized by Baker&Taylor for pricingpurposes by considering the binding,general marketing categories, demand for certain titles, preferred stock status, cost of acquisition, cost of distribution, and the size or type of publisher, as well as factors related to relationships with publishers such as shipping terms, payment terms, publisher's discount, returnabilityto publishers and other factors. CJ • 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&Taylor's 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 &Taylor's estimate of market conditions. • For Paw Prints and Follett Bound editions, Baker&Taylor will assign such titles a price in its electronic catalog which is o 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 XI. • The discount terms and conditions listed do not apply to Baker&Taylor's Continuation Services or Approval Programs. • Baker&Taylor provides an invoice that identifies the publisher's current list price,the discount offered, and the exact price charged for each title ordered. 2 CL CJ 0 C 0 C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINEO a,BAKER-TAYLOR.COM 21 Packet Pg.278 C.5.a Baker&Taylor, LLC Discount Terms and Conditions of Sale Monroe County Public Library—Marathon Branch Opening Day Collection Please refer to the following Terms and Conditions of Sale for the discounts offered to the Monroe County Public Library for Audio Visual Material. 0 Media Price Range Discount off Current Producer's List Type Price DVD/Blu-ray Any Price 27.0%* 06 Music CD Any Price 25.0%* List prices used for calculating discounts are manufacturers' current, suggested list prices, where available. Where no list price is supplied by the manufacturer,a list price will be assigned by Baker&Taylor. *AV titles with minimal discount or supplier restrictions or titles from small,specialty vendors will be invoiced at Manufacturers Suggested Retail Price. 0 0 For many years Baker& Taylor has been a distributor of video entertainment products of Buena Vista Home Entertainment, a/k/a Walt Disney Studios Home Entertainment('BVHE"). Recently,for reasons beyond Baker& Taylors control, our relationship as a direct distributor of this product line has changed. We have been working to resolve the interruption of the supply chain, but have not yet reached an agreement that would do so and are currently unable to U supply BVHE video entertainment product to our public library customers. While we believe this interruption to be a temporary inconvenience, we cannot currently estimate when this interruption will be resolved. During this interim period, we will be transitioning BVHE video entertainment product to "Not Available from Baker& Taylor"status in Title Source 360 and cancelling existing back orders. U r- We remain committed to re-establishing our supply chain for BVHE video entertainment product and will keep you updated on our progress. 0 2 0 CJ 0 r- 0 U C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 22 Packet Pg. 279 C.5.a 5.CATEGORY DEFINITIONS I. Adult Trade Hardcover Editions(0,C)(may include some spoken word audio materials) LN High demand materials from widely distributed publishers designed for the general consumer,usually dealing with a subject matter having broad mass appeal. 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(regularly stocked in three to four major warehouses). An example of a trade edition would be: 141h Deadly Sin by James Patterson,ISBN:9780316404021. II. Juvenile Trade Hardcover Editions(J) High demand,juvenile materials from widely distributed publishers designed for the general consumer,usually dealing with a subject matter having broad mass appeal. 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(regularly stocked in three to four major warehouses). An example would be: Are You Ready to Play Outside by Mo Willems,ISBN:9781423113478. III. Adult Quality Paperback Editions(B,C) High demand paperback materials from wide) distributed publishers,other than the standard rack size paperback,typically found in bookstores and g pp Y p pp Yp Y other retail outlets. Inventory is maintained with preferred stock status(regularly stocked in three to four major warehouses). An example of a quality paperback would be: The Boys in the Boat by Daniel Brown,ISBN 9780143125471. 06 F® 06 IV. Juvenile Quality Paperback Editions(G) High demand,juvenile paperback materials from widely distributed 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 three to four major warehouses). An example of a quality paperback would be: Tuck Everlasting by Natalie Babbitt,ISBN: 9780312369811. V. Mass Market Paperback Editions(P) A standard rack size paperback typically found in bookstores or other retail outlets. An example of a mass market paperback would be: The City of Ember by Jeanne Duprau,ISBN: 9780375822742. ay VI. Single Edition Reinforced(R) 0) A high quality binding designed to provide a long shelf life in a heavy use environment. Although the binding is fanned and glued it may not be sewn, 2- which is typically found in the publisher library edition. Subject content can include both fictional and non-fiction works appealing to juveniles as well CD as adults. These bindings are identified by the publisher to Baker&Taylor. An example of a single edition reinforced binding would be: Because of Winn Dixie by Kate DiCamillo,ISBN 9780763650070. VII. Publisher Library Editions(2) Fiction as well as non-fiction materials appealing to both juveniles and adults,designed with the rugged durability required of the environment typically found in a library setting. Publisher Library Editions are traditionally of the highest quality,usually fanned,sewn and glued to provide the greatest possible shelf life of any binding. These bindings are identified by the publisher to Baker&Taylor. An example of a publisher library edition would be: Curious George Visits the Library by Margaret Rey,ISBN: 9781599614199. VIII.University Press Trade Editions(A)(may include some spoken word audio materials) This category would include any University Press Trade Editions,both adult and juvenile,and are subject to publisher reclassification. An example of a (, university press trade edition would be: Alexander McQueen: Savage Beauty by Andrew Bolton,ISBN: 9780300169782. 100 IX. Text,Technical,Reference,Small Press,and/or Titles of Limited Demand(S,X,N,L,M,V,T,U,W,Letter 0,1,4,S,6,7,B) Category of materials includes,but is not limited to,text,technical,reference,professional medical,small press,and some university press titles (excluding University Press Trade Editions). It includes titles purchased from publishers on a non-returnable basis,those publishers that extend little discount to Baker&Taylor,and publishers whose titles have limited sales volume based upon a semi-annual review. It includes 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). Additionally,any publisher which is not in compliance with some of Baker&Taylor's purchasing requirements could be in this category. Materials in this category are both adult and juvenile,may be of any binding and may include some spoken word audio materials.Examples within this category would be: The Merck Index,ISBN: 9781849736701, Strategies That Work, ISBN: 9781571104816,Beauty and the East ISBN: 9781566563871,Generals of the Bulge: Leadership in the U.S.Army's Greatest Battle ISBN 9780811711999, and Floods ISBN 9781624030031 X. Imported English and Non-English Language Editions(R,K,3) Titles produced and distributed outside of the domestic US. These titles may be of any binding type and represent various publishers. An example would be El Angel Caido by Nalini Singh,ISBN 9788490625224. XI. Enhanced Service Program Titles(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-commercial publishers with limited sales volume based upon a semi-annual review. 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 receive no discount and are subject to a service charge. An example within this category would be:Business Income Coverage Guide,ISBN:9781941627532. XII. Spoken Word Audio(H) CL Materials designed for the general consumer,usually dealing with a subject matter having broad mass appeal. These titles can be either fiction or current non-fiction. An example would be:The Complete Sherlock Holmes by Sir Arthur Conan Doyle ISBN:9781491542286. XIII.Board Books(1) Durable materials from widely distributed domestic publishers designed for young children;pages are manufactured of heavy gauge cardboard to fJ prevent tearing. These editions typically feature few pages,simple themes and colorful illustrations or photographs. An example of a board book would be: Runaway Bunny by Margaret Wise Brown,ISBN: 9780061074295. 0 r_ XIV.Novelty Items/Activity Books(1) Specially packaged gift set 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 books or coloring books. This category also includes any non-book merchandise such as model kits,hobby kits,flash cards orjigsaw puzzles. An example of an item in this category would be:Very Hungry Caterpillar Cookbook&Cookie Cutters Kit by Lara Starr,ISBN 9781452125527. XV.Special Programs(D and E as indicated in the Discount Terms and Conditions of Sale) Programs,formats,or editions offered only by Baker&Taylor or not included in any other category. These programs include but may not be limited to Paw Prints,Follett Bound and Turtleback editions. Examples of items in this category would be: Clifford's Valentines Day by Norman Bridwell,ISBN ¢ 9781435201736(PawPrints prebound edition)and Junie BJones is Captain Field Day by Barbara Park,ISBN 9780613337670(Turtleback prebound edition.) CUSTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300�CHARLOTTE,NC 28217�CLSINEO p,BAKER-TAYLOR.COM 23 Packet Pg.280 C.5.a B A K E R T A Y 1. O R 6. 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 U publishers. 0 Baker & Taylor's Enhanced Services Program provides the library with access to millions of active book titles representing over 75,000 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: 06 ➢ 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 > 0 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 plus$4.95/unit service charge. CJ For libraries concerned about purchasing these types of titles, B&T's Title Source website can assist the librarian in ca researching a particular item's category and format. Surcharge titles will appear with a Y or Q in the discount code field. Additionally, you may contact your Customer Service representative or Information Services via phone, fax, or e-mail (btinfo@baker-taylor.com)to determine surcharge titles before placing an order. U r_ 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. 0 2 CL CJ 0 r_ 0 U C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 24 Packet Pg. 281 C.5.a 7. RETURNS POLICY INSTITUTIONAL RETURNS LN (Revised July 2015) The following guidelines are required to ensure prompt handling of your return. All product returns (excluding Book y Leasing programs) require prior authorization from a Customer Service Representative. You May contact your appropriate representative via the toll-freenumberlistedoh yobrpackinglist. 2 How to Obtain Return Authorization 0 0 Please use the Return Authorization Form from your shipment's packing list to make all returns. Contact your Customer Service Representative for retu rn authorization. Allclaimsmbstbe made within 45days from the date ofinvoice. 06 0 1. 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 or Credit to your account; no replacement product necessary CD 0 2. 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. 0 3. Make your return via an insured and traceable carrier; Baker&Taylor is not liable for returns lost in transit. 4. Products incorrectly shipped by Baker& Taylor may be returned with authorization within 45 days of the products date of invoice. Product(s) meeting the definition of Publisher defective may be 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. 0 CLAIMING SHORTAGES: Please check your packing list or invoice before claiming shortages. AdclaiMs Mustbe made M 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 (internationallibrarycustomerservice@bal<er-taylor.com). You may also refer to the website CL http:ZLwwW.btol.com/ihternational libraries deta Ils.cfm?side Menu=Con cV 20Us home= o e help etails.cf &ctx 0 CJ All returns should be sent to: o Baker&Taylor Returns Center Department R 0 251 Mt.Olive Church Road Commerce,GA 30599 m C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300�CHARLOTTE,NC 28217 CLSINFO a,B UKER-TAYLOR.COM 25 Packet Pg. 282 C.5.a YBAKER ,TAYLOR AV RETURNS .7 (Revised June 2016) S(ENE& HEARD AN Library&Education Account Audio/Video Product Returns Policy The following guidelines are required to ensure the prompt handling of your Audio /Video (AV) returns; Music CD, 2 DVD, Blu-ray and 4k disc product. Note; Vinyl product is not returnable, per manufacturer's policies, and is a "one way' sale. All Music CD, DVD, Blu ray and 4K disc AV product returns(excluding DVD/BD lease return product-please contact o AV Customer Service for separate return procedures for your DVD/BD Lease program product) require prior return authorization from an AV Customer Service Representative. Please contact yoUrAV Customer Service Rep at 800775- 1700 06 How to Obtain Return Authorization 0 Contact your AV Customer Service Representative for return authorization numbers. A#claims mustbe made within45 days of invoice date. _ 1. When calling for return authorization, please have the following information available: A.Your account number and invoice#s B. Reason for the claim/return C. Action being requested - 1. Replacement of product(defective return will receive a replacement of the same title) 2. Credit to your account; no replacement product necessary for mis-ships 3. Overstock return credit requires Customer Service Mgr. and Sales Mgr.approval 2. Your AV Customer Service Representative will assign your return an authorization number (RA#). To expedite the process, please clearly mark the RA# on the outside of the carton in the upper right corner from the shipping label and on inserted documents. _ 3. Ship your return via an insured and traceable carrier; Baker&Taylor is not liable for returns lost in transit. 4. Products incorrectly shipped by Baker& Taylor requires an authorizat/oh to be returned. Product should be U returned within seven days of invoice date; must be returned within 45 days of the products invoice date. Product(s) meeting the definition of a Manufacturer's defective may be returned with a prior authorization. CJ Products purchased with value-added processing services which have been shipped as ordered are considered non-returnable, unless disc is defective. In which case a replacement of same title will be sent (multi disc sets require all discs to be returned). DAMAGED SHIPMENTS: If you receive a damaged carton(s) which resulted in damaged Audio/Video product(s), please 0 hold the product(s) and save the carton for Carrier inspection. If the damage is visible at the time of delivery, bring it to 0 the Carrier's attention and note it on the Bill of Lading. Then, contact your Baker&Taylor AV Customer Service Rep via the toll-free number above. CLAIMING SHORTAGES: Please check your packing list or invoice before claiming shortages. A/l claiMs Mustbe made Within 15 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. CL All returns with RA#should be sent promptly to: Baker&Taylor Returns Center o CJ Dept. R 251 Mt.Olive Church Road r_ Commerce,GA 30599 0 Questions? Contact your B&T m AV Customer Service Rep(800.776-1700) Email ViqAVinfo@Baker-TaAor.com or 0 Library customerservice baker-taVlor.com Baker&Taylor A/V Sales 800.775-2600 x2050 C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300�CHARLOTTE,NC 28217�CLSINFO a,BAKER-TAYLOR.COM 26 Packet Pg.283 C.5.a &APPENDICES Appendix 1-Sample Standard MARC Records DVD =LDR 03014ngm 2200625Ma 4500 y =001 on1005366121 =003 OCoLC U =005 20171030092135.0 =008 170920s2017\\\\nyu 130\\\\\\\\\\\\vlfre\d =007 vd\cvaizq\\\\\\\\\\\\\ =040 \\$aZQP$beng$cZQP =020 \\$a9781681433561 06 =020 \\$a1681433567 =024 1\$a715515204019 =028 42$aCC2806DDVD$bThe Criterion Collection =035 \\$a(OCoLC)1005366121 ' =037 \\$bMidwest Tape$nhttp://www.midwesttapes.com =041 1\$afre$jeng$hfre =043 \\$ae-au--- m =050 \4$aPN1997.2$b.P53 2017 =082 04$a791.43/72$223 =245 04$aThe piano teacher$h[DVD]/$cdirector, Michael Haneke. =264 \1$a[New York, New York] :$bThe Criterion Collection,$c[2017] =300 \\$a2 videodiscs (130 min.) :$bsound, color-$c4 3/4 in. =336 \\$atwo-dimensional moving image$btdi$2rdacontent =337 \\$avideo$bv$2rdamedia =338 \\$avideodisc$bvd$2rdacarrier =344 \\$adigital$boptical$gsurround$h5.1$2rda =347 \\$avideo file$bDVD video$2rda =380 \\$aMotion picture. =490 1\$aCriterion collection =500 \\$aTitle from sell sheet. =500 \\$aCriginally produced as a motion picture in 2001. =500 \\$aWide screen (1.85:1). =500 \\$aSpecial features: new interview with Haneke; new interview with Isabelle Huppert;selected-scene 0 commentary from 2002 featuring Huppert; behind-the-scene commentary from 2002 featuring Huppert; behind the scenes footage of a postsync session for the film featuring Haneke and Huppert;trailer; essay by scholar Moira Weigel. =511 1\$alsabelle Huppert,Annie Girardot, Benoit Magimel, Susanne Lothar,Georg Friedrich,Anna Sigalevitch. =520 \\$aErika,a middle-aged piano professor at a Viennese conservatory who lives with her mother, in a claustrophobically codependent relationship.Severely repressed,she satisfies her masochistic urges only voyeuristically until she meets Walter, a young student whose desire for Erika leads to a destructive infatuation that upsets the careful equilibrium of her life. =521 8\$aMPAA rating: R;for aberrant sexuality including violence, and for language$aOFRB rating: R. =538 \\$a DVD. CL =546 \\$aFrench dialogue; English subtitles;subtitled for the deaf and hard of hearing(SDH). =650 \0$aPiano teachers$zAustria$zVienna$vDrama. =650 \0$aMothers and daughters$zAustria$zVienna$vDrama. =650 \0$aTeacher-student relationships$vDrama. =650 \0$aMasochism$vDrama. =700 1\$a Haneke, Michael,$d1942-$efilm director. =700 1\$aHuppert, Isabelle,$eactor. =700 1\$aGirardot,Annie,$d1931-2011,$eactor. =700 1\$aMagimel, Beno{circ}it,$eactor. =700 1\$a Lothar, Susanne,$eactor. U =710 2\$aCriterion Collection (Firm),$epublisher. =830 \0$aCriterion collection. C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 27 Packet Pg. 284 C.5.a Spoken Word CD =LDR 01412pim 2200361a4500 =001 b12006019027 =005 20100105102554.0 =007 sd\fungnnmmned\\\\\\\\\ =008 060802s2006\\\\nyunnnnj\\\\\\\f\\n\eng\d =010 \\$abl2006019O27 2 =020 \\$a0739337270 =028 02$aYA 1109A$bListening Library =050 14$aPZ7.Z837$bBoo 2006c =082 04$a[Fic]$222 =100 1\$aZusak, Markus. 06 =245 14$aThe book thief$h[sound recording]/$cMarkus Zusak. =260 \\$aNew York:$bListening Library,$cp2006. =300 \\$a11 sound discs (13 hr., 50 min.) :$bdigital, Dolby processed -$c4 3/4 in. =306 \\$a135000 _ =511 0\$a Read by Allan Corduner. =500 \\$aUnabridged. =500 \\$aCompact discs. =520 \\$aTrying to make sense of the horrors of World War II, Death relates the story of Liesel--a young German girl whose book-stealing and story-telling talents help sustain her family and the Jewish man they are hiding,as well as their neighbors. 0 =651 \0$aGermany$xHistory$y1933-1945$vJuvenile fiction. =650 \0$aChildren's audiobooks. =651 \1$aGermany$xHistory$y1933-1945$vFiction. =650 \1$aBooks and read ing$vFiction. _ =650 \1$aStorytelling$vFiction. =650 \1$aDeath$vFiction. CJ =650 \1$aJews$zGermany$xHistory$y1933-1945$vFiction. =650 \1$aWorld War, 1939-1945$xJews$xRescue$vFiction. CJ =650 \1$aAudiobooks. =700 1\$aCorduner,AIIan.$4nrt 0 2 CL CJ 2 C 0 C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO d,BAKER-TAYLOR.COM 28 Packet Pg.285 C.5.a Appendix 2-Sample Label Set Please note,actuallabel set will be customized to library's specifications. Not to scale 356140991 Of1, REN9396609A 2 978161773,8340 O L43349000000 0. O MAiC'4dWELL. NEW MAXWE L L O A pinch of poison 97818177383401 Disk ill 91 7 9 1 6 1 7 7 3 3 3 4 0 �I fl � f l l I I I Iffllfll f l f I S 7 9 1 6 1 7 7 3 8 3 4 0 0 o� O 9 79 16 1773834 0 � U O 2 CL O C O CUSTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 29 Packet Pg. 286 C.5.a Appendix 3-Sample Fund Report(Print/AVM CUSTOMIZED LIBRARY SERVICES CL5 Fund Accounting Report Date a Ur5 mealS Tayk.r.Ivc. Your Library Name 0 Your CL5 Project 06 0 COLLECT. FUNDS TO 1310 PEN01. PENDING PENDING TOTAL INVCID INVOICED N�IV04CED TOTAL FUNDS FUNDS ACCT# GRf# NAME BUDGETED Units AMT units AMT VAS PENDING Units AMT VAS INVOICED ENCUMBERED AVAL L10,0000 0 Aft-General 550.00E 0u= 400 1 $6,420.00 700 1 511;200.001 $3;35r=OU I $15 05r,.00 1 3"a)1 52J'=.800.0t7 1 57.100 0=1 527 9,0'?C< $43 4uu=.00 1 .00 1 Aft-MVTstery s18.000.0S 100 $1,6 MI.00 400 S8,400.00 $2,20100 $8,600,00 350 $5,600.00 81.925.0' $7025.20 $17,725.00 8275.00 Afc-SclfiFant $15.000.0C SO $80?.00 110 1 S1.760.00 $825.00 $2,365.00 150 $2,400.00 S825.00 $3,225.2?' $6,39C.00 $8,610.00 3 Arlc O'estern 510,000.0E 80 $1,28,0=.00 40 1 $640 0C= "52.Z.00 $86C1,00 100 $$1,600.00 S550 0u= $2 160 20 $4 92,,00 35;710.00 4 Arc-Romance S15.000.00 70 $1,123.001 20 1 $320.0-- $11---.00 $433.00 200 58,200.0E S1.100.02 $4,300.C2 $5,85°0.00 $9,150.00 E L13,0001 O ANF000 S4.000.00, SO $1,25fi.00 50 $60002, $2T5.00 $1,075.00 20 S320.00 $110.02, $430.2r $2,TB5.00 51„215.00 0) 1 ANF100 S4,00001: 110 $1,7F.00 100 S1,60000 $5Fr00 S2152.00 10 S160.00 $ 03 $ 15:'A $412:5.00 (S125.00) 2 A N7F 200 s5,000 0: ISO $2,420.00 120 51;920 00 S&9K 00 $2 K,00 110 $$1,76OLO S605.Ou= $2 365.20 $7 345.0E (S2,345.001 3 ANIF300 S24.000.02 800 $9,6M.00 100 S1.600.00 $55)3.00 $2,15r.00 250 $4,D0.0O S1.375.0- $5,375.N $17,125.00 $6,875.00 4 A NIF 400 S12.000 OE,, 350 $5,6ce.00 $0.0:"` Sr..00 SE1.00 100 i1,600.00 $550.0--- $2 15t7 $7 E,3.00 :34,.?'50.00 A NIF 500 '20.000.01: 700 $11,2.r.00 200 S3.200.00 $1,1 A.00 S4,300.00 KID $4,800.00 S1.650.00 $6,450.2?' $21 9K.00 IS1,950.00) > 6 ANIF600 S29.000.Ku 900 $14#20.00 500 58.000.00 $27K.0U $1075O.00 240 53,540.0E 51.320.0C= SS160:'?2= $30,313.00 {a1,31D.00) 7 A NIF 700 527,000.0E 800 $12 3•,100 130 52;820.00 "$940,00 $3 870.00 350 "55,60OLO 51;925.0C= $7 525.20 $24 119E.00 a2,805.00 0. 8 ANIF800 S9;0000E, 300 $4,8f2'.00 70 S1;12000 $391600 $1,505.00 120 $1,92000 $66002' $2580.:2, $8&95.00 S1-15.00 0. 9 A NIF 900 S10.000.02 400 $6,4..100 120 S1.920.00 56,K 00 S2,5K00 160 $2,860.00 S990 03 S3,870 2'J $12 KZ.00 52,S50.00] 10 A Biography 510.000.0C 500 $8,0.100 130 52,080.00 5715.0E $2,795.00 210 53,360.00 51,155 00 $4 15.2?' $15,312.00 (55,310.00) 11 AReference 530;000.OS 1,10E $17,"6MI.00 220 53;520.00 $1,212,,00 $47K,00 490 $$7,840.00 52,695.00= 510,35.20 $32,855.00 (S2,865.00 12 Computer Bks S4.000.00, SO $8E'11.00 50 $800.01, $275.00 $1,075.00 70 $1,120.00 $385.03 $1,50S.mr^ $3,380.00 S820.00 13 Testing Bks S7.000.01: 200 $3,2 CC.00 90 S1440.00 5495.0E $1 935.00 30 S460.00 S165.0C $645.2?' $5,78.00 3 1 220.00 14 Travel Bks I 57,000.0E 150 1 $2#20.00 30 1 51,280.0E "$44,.00 $1 723=.00 130 "52,08OLO S715.0C= $2 795.20 $"n 9,15.0E 585.00 L1=0002 0 Juu Fiction S1S.000.01: 10 $1&.00 100 S1.800.00 $5S?'.00 52,15,100 100 $1,600.00 $550 03 $2,1.0 r?' $4,46100 $10,540.00 1 JuV Pict Bks s5.000.0: KIM $0.0:n= SO.00 SO.00 SOLO $0.0C= $0.20 52.00 55:0D.00 2 Juv Board Bks s5.000.0S 50^=.00 $0.0:n= SO.00 U1.00 WOO $0.0:u= $0.20 52'.00 s5;000.00 � GRAND TOTAL HIiS:. 533cAuG."0 7#GO $113.nGU.7G 3:30 5.5--_080.GC I t S'::.2.'G.GO 44iC $'-596.03 525.4-530 $133�-15.UC S286'E9c.00 sA5.115.CU AN MATERIAL FUNGI REPORT 0 0 NOT E:ALA_BACKORDERED AND PENDING INFORMATION IN THE AV REPORT IS ESTIMA'ED NOT ACRJAL. MUSIC.CO $70.00000 250 S.3,750.0J 153 $2.253.30 V.29100 $3:450.00 1.20E $13;J50.00 $MUD.JO S27.6C3.30 $24.e DGEU $35,200.0 V DEO DVG $-90.0O3 u0 iGu $1,500.!]0 203 $3.uJu.GO $9:ED0 uD $4 E+7100 1,44E $21;750 JG Si1.3C�7.U0 433 350,K $39;45&CO $20,55C.C7 GRAND TOTALS AV: 513C,CO3 u0 350 $5,25003 353 $5253.GC $2::e00 u0 $8.:053.D 2i50 $2-50.00 521.2CO00 $50950.JC $"4,25C.00 $55.?4C.C3 � ..J CL 0 0 sm 0 CUSTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 30 Packet Pg.287 C.5.a BAKER , TAYLO NOTICE OF PRICING PROPOSAL ACCEPTANCE For Monroe County Public-Library—Marathon Branch Opening Day Collection Proposal Date:3/3/2020 2 FOR:PRINT MATERIAL,SPOKEN WORD AUDIO,Music CD AND DVD/BLU-RAY O O CLS is committed to providing services to our customers at a level that meets or exceeds their requirements. We have learned through our experience with many successful projects that the key to this high level of service is a mutual 06 understanding of the requirements of both parties involved. Please carefully review the pricing and services noted above. If you approve, please notify us by signing and returning a copy of this acceptance page to the address below. Based on your agreement to the pricing and discounts contained in this proposal and the information gathered during our discovery process, we will proceed with a plan that will outline the services we will provide for the Monroe County _ Public Library. This pricing agreement is contingent upon mutual approval of all services and pricing by both the library and Baker & m Taylor, LLC, and will remain in effect for the period of one year after the agreement date. CLS reserves the right to negotiate price and/or discount adjustments should the library make changes at any time throughout the duration of the project. O Monroe County Public Library 700 Fleming Street Key West, FL 33040 ca Signature: Title: Name: Date: O cu Please forward to my attention at the address, or email indicated below: Baker&Taylor LLC 2 Customized Library Services 2550 West Tyvola,Suite 300 CIL Charlotte, NC 28217 Fax: 704-998-3308 O Email: bids@baker-taylor.com O r- O C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINEO a,BAKER-TAYLOR.COM 31 Packet Pg. 288 1.G0 mr), 44S•, F''A lti O 04, r of CLERK OF THE CIRCUIT COURT MONROE COUNTY BRANCH OFFICE BRANCH OFFICE PLANTATION KEY MARATHON SUB COURTHOUSE MONROE COUNTY COURTHOUSE GOVERNMENT CENTER 3117 OVERSEAS HIGHWAY 500 WHITEHEAD STREET 88820 OVERSEAS HIGHWAY MARATHON,FLORIDA 33050 KEY WEST,FLORIDA 33040 PLANTATION KEY,FLORIDA 33070 TEL.(305)289-6027 TEL.(305)292-3550 TEL.(305)852-7145 'r. FAX(305)289-1745 FAX(305)295-3663 FAX(305)852-7146 MEMORANDUM DATE: January 15, 2002 TO: James Malloch, Director 2 Community Services 0 ATTN: Anne Layton Rice Library Administrator FROM: Pamela G. Han t Deputy Clerk At the December 19, 2001, Board of County Commissioner's meeting the Board granted E approval and authorized execution of a License Agreement between Monroe County and Baker& Taylor, Inc. to subscribe to the Title Source II product which is an online automated system that provides library materials ordering, inventory management and records downloading for the Monroe County Public Libraries. Enclosed is a copy of the above mentioned for your handling. Should you have any questions please do not hesitate to contact this office. 0) Cc: County Administrator w/o document 2 County Attorney Finance File✓ `V i cv 06 i Packet Pg.289 TitleSourceOnWeb 11/16/01 LICENSE AGREEMENT This License Agreement(this"Agreement")is made by and between BAKER&TAYLOR,INC.,a Delaware corporation having a place of business at Five Lake Pointe Plaza,Suite 500,2709 Water Ridge Parkway,Charlotte,North Carolina ("B&T")and the licensee below. INSTITUTION/COMPANY NAME MONROE CO PUBLIC LIBRARY (" Licensee") LOCATION INFORMATION BILLING INFORMATION (if different) CONTACT ANNE LAYTON RICE CONTACT VALERIE MOORE t8 TITLE ASST DIRECTOR TITLE BUSINESS MANAGER bus E-MAIL ADDR mclibadm@mail.state.fl.us E-MAIL ADDRESS mclibaWw@mail.state.fl.us TELEPHONE 305-292-3594 TELEPHONE 305-292-3595 FAX 305-295-3626 FAX 305-295-3626 STREET ADDRESS STREET ADDRESS 2 700 FLEMING ST 700 FLEMING ST O CITY KEY WEST CITY KEY WEST STATE, ZIP FL 33040 STATE, ZIP FL 33040 6 COUNTRY COUNTRY SUBSCRIPTION INFORMATION START DATE 12/01/01 PRICING Full Service: $ 1,850.00 Full Service includes one user ID providing access to the complete record database of approximately two-million books and all ancillary functions: creation of multiple selection carts, purchase order creation with electronic ordering and confirmation,file export of book records in the US MARC communications or ASCII format, and customized screen display prompts. Additional Concurrent User: $ 260.00 Additional Concurrent User ID's enable many users to access the Full Service system at the same time. In addition, they provide the ability to0. 0. designate different destinations for selection carts to other user ID's.or enable options for MARC or other file outputs, and to customize each W user ID for screen display prompts. O Full Service, single ID: $ 1,850.00 O Additional Concurrent User ID's: How many? 3 @ 260.00 $ 780.00 TOTAL: $ 2,630.00 (USD) r Please note sales tax is applicable in the U.S. to end users who do not maintain a tax-exempt status. I PAYMENT METHOD: rl € Check for full amount enclosed, payable to "Baker&Taylor, Inc." N € Charge B&T Account number: 06 Return this agreement to: EBIS—DISTRIBUTION BAKER &TAYLOR ATTN: SHARON HAYWARD, Manager 501 South Gladiolus Street Momence, IL 60954-1799 n:\3124\webserv5.doc ` Packet Pg.290 LICENSEE HAS READ AND AGREES TO ALL OF THE ATTACHED TERMS AND CONDITIONS. THIS AGREEMENT SHALL BE EFFECTIVE WHEN EXECUTED BY BOTH B&T AND LICENSEE. Licensee: MONIiQE CO LIB SYSTEM BA YLOR, INC. By: By: JAI �G®`� Name Name: Sharon Hayward N(�4`l�� Title: Title Manager,Ad inistratijon& Distribution � Date: r / Date: i 6 0 APPR e L AS SUFFIICIEORM A Y UTTO NN A. N 06DATE Y a o • : L KOIH E, CLERK O DEP CLERK _ N _a 0 N F i C— rn n Cd7 O E -, � CD n O CD DCD N 06 n:\3124\webserv5.doc Packet Pg.291 TERMS AND CONDITIONS 3.02 (a) Either party may terminate this Agreement at any time during the Initial Period or a Renewal Period on not less than 30 1.00 DEFINITIONS days'prior written notice to the other party. If either party terminates this Agreement at any time during the first 180 days of the Initial Period,fifty As used throughout this Agreement the following terms have the percent(50%)of the amount of the License Fee paid by Licensee will be following meanings: refunded to Licensee, except in the case of a termination by B&T in connection with the occurrence of an Event of Default. No credit will be 1.01 "Effective Date"means the date of this Agreement. allowed in connection with terminations after such 180 day period. Z 1.02 "Licensed Data" means the data elements in (b) B&T may terminate this Agreement immediately at electronic database form which are more particularly set forth on Schedule its own option by giving Licensee written notice upon an Event of Default. m 1.02 attached hereto and made a part hereof. 3.03 Immediately upon the expiration or sooner 76 0) 1.03 "License Fee" means the annual license fee set forth termination of this Agreement for any reason whatsoever: on the Order Form. (a) all rights and licenses granted to Licensee hereunderLN 1.04 "Order Form"means the first page hereof. will automatically terminate; 2.00 LICENS ' " (b) Licensee will permanently delete all of the Licensed Data and any copies thereof(other than such data elements which may have y 2.01 Subject to the terms and conditions of this been copied or downloaded by a Licensee which is a library pursuant to the Agreement, B&T hereby grants to Licensee, and Licensee hereby accepts terms of Section 2.01 hereof), which exist thereon from all computers, from B&T,a nonexclusive,nontransferable and revocable license(i)for no database and other systems and/or any other storage medium of Licensee(or more than one user at any given time with respect to each user identification any persons or entities within Licensee's direct control) in any location, 0. code which shall have been issued pursuant to Section 4.02 hereof, to whether backup or otherwise;and display all or a portion of the Licensed Data in the United States of America, for viewing by end-users who are employees, patrons or (c) Licensee will not use, or permit any user having customers of Licensee,in"read only"access;and(ii)to use all or a portion access by, through or under Licensee to use, all or any portion of the of the Licensed Data for Licensee's internal use only. Licensee will not Licensed Data in any way. 06 make all or any portion of the Licensed Data accessible to any person or for any purposes other than as specifically authorized herein. Licensee will use 4.00 THE PARTIES'OBLIGATIONS its best efforts to prevent dr restrict the downloading,transmission,display m or copying of all or any portion of the Licensed Data except to the extent 4.01 Licensee will: necessary for the purpose of ordering the products listed therein and such other purposes as are expressly permitted herein. The prior sentence will (a) not directly or indirectly duplicate, copy, transmit, not prohibit any Licensee which is a library from downloading or copying, publish, provide access to (by electronic or any other means), exchange, ,from time to time,suph elements of the Licensed Data as shall be reasonably throw away,or incorporate with,or as part of another database, package, a) required to supplement or update any existing catalogue system maintained program,record or system,all or any portion of the Licensed Data for any E by such Licensee,to be used for library purposes only. purpose except as expressly permitted in this Agreement; 2.02 The license granted hereby is personal to Licensee. (b) use its best efforts to ensure compliance with Licensee may use the license solely for the purposes specified above. Licensee's obligations under this Agreement by end users who have access Nothing contained in this Agreement will,or will be deemed to,convey to to the Licensed Data by,through or under Licensee;. Licensee or any end-users any title or ownership interest in all or any > portion of the Licensed Data. (c) except to display and use the Licensed Data as expressly provided herein, not sell, offer for re-sale, distribute, rent, sub- 2.03 Neither the Licensed Data,nor any portion thereof, license or lease all or any portion of the Licensed Data, either for W may be used or displayed on the Internet by Licensee without B&Ts prior consideration or without cost, nor use all or any portion of the Licensed written consent. Data in a network (including the Internet), timesharing, multiple central processor unit or multi-user arrangement; 2.04 B&T reserves all rights not expressly granted to Licensee hereby or expressly contemplated herein with respect to the (d) not combine or incorporate all or any portion of the Licensed Data and any portion thereof.This reservation specifically applies, Licensed Data with any other program, database, record or system which CD but is not limited, to any media, mode or method of distribution or will be sold,offered for re-sale,distributed(other than with respect to such transmission or other technology that may now exist or be commercialized data elements as may have been copied or downloaded by a Licensee which CD r or developed in the future. is a library pursuant to the terms of Section 2.01 hereof),rented,sublicensed CD or leased; 1 3.00 r (e) not use all or any portion of the Licensed Data in NI 3.01 Subject to the terms and conditions hereof, this connection with any sales by Licensee,by any partner,affiliate or agent of r Agreement will be effective for a period beginning on the Effective Date Licensee,or by any enterprise or entity in which Licensee has any interest; 06 F® and ending at 11:59 P.M.(Eastern U.S.Time)on the day preceding the first anniversary of the Effective Date or such sooner date on which this (f) pay all sales,use,value-added,excise or similar taxes , Agreement may terminate pursuant to the terms hereof(the"Initial Period") associated with Licensee's or its users' use of all or any portion of the and,unless an Event of Default(as hereinafter defined)shall have occurred Licensed Data;and and not been cured at the time of such renewal,automatically will renew for successive one(1)year periods thereafter(each,a"Renewal Period"). m BRMFSI 116143.10 Packet Pg.292 (9) not permit any third party, including, without possibility of such damages.In no case will the liability of B&T or any such limitation,any customer or patron of Licensee,to use any licensed data in other party hereunder exceed the amount of the License Fee actually paid. connection with any Internet-based or other electronic online commerce. — 7.03 Licensee agrees to indemnify, defend and hold 4.02 At the beginning of the Initial Period and throughout harmless B&T and all of its officers, directors, employees, attorneys, the term of this Agreement B&T will make the Licensed Data accessible to accountants and agents against any and all demands, causes of action, Licensee and all permitted end-users gaining access through Licensee by claims, liabilities, losses, costs and expenses (including reasonable means of a web site maintained by B&T on the World Wide Web having a attorneys'fees)based upon a claim that(i)if true would constitute a breach URL address of"T32.INFORMATA.COM"or such other address as may of Licensee's representations, warranties or agreements hereunder or (ii) W be designated by B&T by notice to Licensee. Licensee shall, as of the arises out of the negligence or willful misconduct of Licensee. The Effective Date,be assigned separate user identification codes and passwords foregoing indemnity will survive the termination hereof. for the number of users specified on the Order Form, which user m identification codes shall be activated upon receipt by B&T of the amount 8.00 INFRINGEMENT of the License Fee due hereunder. Each such user identification code and 0) password will permit access to the Licensed Data by only one user at any 8.01 The Licensed Data is copyrighted, which copyrights given time,subject to all of the terms and conditions hereof. are held by B&T and, with respect to certain items contained therein, by third parties. Unauthorized copying,distribution or disclosure of all or any LN 5.00 CONSIDERATION portion of the Licensed Data, including Licensed Data that has been modified, merged or included with other data, is expressly forbidden. The license granted herein is made in consideration of the Licensee will be held legally liable for any copyright infringement that is payments made to B&T in connection herewith, including Licensee's caused or encouraged by its failure to abide by the terms of this Agreement. y obligation to pay B&T the License Fee. The License Fee must be paid to m B&T prior to the commencement of the Initial Period and,thereafter,prior 8.02 Licensee will promptly notify B&T in writing if to each Renewal Period. anyone makes a claim against Licensee that all or any portion of the Licensed Data infringes their rights. If Licensee provides B&T with 6.00 DEFAULT AND REMEDIES sufficient notice of any such infringement,B&T at its option will(i)make D the Licensed Data non-infringing, (ii)obtain for Licensee the right to use The following will be an Event of Default:Licensee's failure to the Licensed Data or(iii)terminate this Agreement and give Licensee a full O perform any of its obligations, or failure to comply with any of its refund of any License Fee paid for the Initial or Renewal Period in which agreements, hereunder, which failure is not cured within 60 days after such claim occurs. The foregoing is the ONLY remedy available to 1-- 06 notice from B&T. B&T will have all rights and remedies available to it Licensee, and the ONLY liability of B&T, in the event of a claim of under applicable law or in equity if an Event of Default occurs. Without infringement. limiting the generality of the foregoing, B&T's rights and remedies will m include,without limitation,the right to:(a),sue Licensee for the fulfillment 9.00 MISCELLANEOUS of its obligations under this Agreement;and/or (b) seek an injunction against Licensee to compel Licensee to comply with the terms of this r 9.01 The waiver or failure of either party hereto to Agreement and/or to cease activities which constitute a default of Licensee's exercise in any respect any right provided for herein will not be deemed a obligations hereunder. In addition to B&Ts other rights and remedies set waiver of any further right hereunder. ru forth herein, B&T will have the right to require that Licensee cease use and/or display of all or any portion of the Licensed Data within 36 hours 9.02 This Agreement and the transactions provided for after receipt of B&Ts notice that an Event of Default has occurred. herein will be governed,construed and enforced according to the laws of the State of New Jersey(excluding any conflict-of-law provisions thereof). 7.00 NO WARRANTY: LIMITATION OF LIABILITY: D INDEMNITY 9.03 Licensee consents and agrees that all legal proceedings relating to the subject matter of this Agreement or the Order > 7.01 THE LICENSED DATA AND ANY PORTIONS Form will be maintained in courts sitting within the State of New Jersey, THEREOF ARE PROVIDED "AS IS" WITHOUT WARRANTY, and Licensee consent and agrees that jurisdiction and venue for such EXPRESS OR IMPLIED, OF ANY KIND. WITHOUT LIMITING THE proceedings shall lie exclusively with such courts. W GENERALITY OF THE FOREGOING, EXPRESSLY EXCLUDED HEREBY ARE ALL WARRANTIES OF MERCHANTABILITY OR 9.04 Licensee will not assign this Agreement,by operation FITNESS FOR A PARTICULAR PURPOSE. NO ORAL OR WRITTEN of law or otherwise, without B&T's prior written consent, not to be INFORMATION OR ADVICE GIVEN BY B&T, ITS AGENTS OR unreasonably withheld. EMPLOYEES WILL CREATE A WARRANTY AND LICENSEE MAY NOT RELY ON ANY SUCH INFORMATION OR ADVICE. B&T does 9.05 English will be the official text for this Agreement. not warrant,guarantee,or make any representations regarding the Licensed No translation will be used to construe the meaning or intent hereof. Data or the use,or results of the use,of all or any portion thereof,including, r without limitation, any representation that the Licensed Data are correct, 9.06 All notices required or permitted to be given by one party accurate,reliable,current or otherwise.The entire risk as to the results and to the other under this Agreement will be sufficient if sent by certified mail, I performance of the Licensed Data is assumed by Licensee. return receipt requested,to the other party at the respective address first set forth in the Order Form above or to such other address as the party to C44I 7.02 Neither B&T nor anyone else who has been involved receive the notice has designated by notice to the other party pursuant to r in the creation,production or delivery of all or any portion of the Licensed this paragraph. 06 Data will be liable for direct, indirect, special, incidental, punitive, exemplary or consequential damages (including, without limitation, 9.07 If any of the terms or provisions of this Agreement .. damages for claims by third parties, loss of business profits, business are ruled to be invalid or unenforceable by a court or administrative tribunal interruption,loss of business information and the like)arising out of the use of competent jurisdiction, the remainder of the Agreement will not be or inability to use all or any portion of the Licensed Data,even if B&T or affected thereby. If a court or administrative tribunal does not replace a such other patty shall have been advised or otherwise have known of the provision in this Agreement ruled to be invalid or unenforceable with a BRMFSI 116143.10 Packet Pg.293 valid and enforceable one which accomplishes the same general purpose to the maximum extent possible,the parties will reasonably try to negotiate a replacement for the provision which accomplishes the same general purpose —_ to the maximum extent possible. 9.08 This Agreement constitutes the complete and exclusive statement of the terms and conditions between the parties and supersedes and merges all prior proposals, understandings and all other agreements, oral and written, between the parties relating to the subject matter of this Agreement. This Agreement may not be modified or altered except by written instrument duly executed by both parties.This Agreement may be executed in counterparts, all of which, when taken together, will constitute a single instrument. This Agreement will be binding upon,and will inure to the benefit of, the parties hereto and their respective successors,permitted assigns and legal representatives. 6 0 0 r N 06 r I r BRMFSI 116143.10 Packet Pg.294 SCHEDULE 1.02 LICENSED DATA BiblioUVhic Data: Bibliographic records for books and spoken word audio products for each book title on B&T's complete title file database,which is presently called"THE TITLE SOURCE II," as the same may from time to time be modified by B&T during the term of this Agreement. Jacket Images: Scanned image of the front cover only of a book,in true color and in variable size. 76 Annotations: Non-evaluative description of the contents of a book. Tables of Contents: Listing of the chapter titles of a book, indicating the pagination of the first page for each chapter. Inventory Status:`Data with respect to the inventory status of B&T for a book. 0) Book Reviews: Text from reviews,licensed from third parties,of certain books. 0 c 6 0) 2 0 2 CD 2 CD CD cv . , cv 06 BRMFSI 116143.10 Packet Pg.295 12/03/01 09:10 FAX 815 472 6749 BAKER a TAYLOR MOM 10002 Form W-9 Request for Taxpayer Give form to the (Rev.December2WO) Identification Number and Certification oepw"nt or Lhe Treasury send othe Rs t internal Revenue Servce Name(See Spedrre Instructions on page 2a C BARER b TALYWR, INC. o. Business name,it different from above.(See Specific Instwt:tions on page 2a t. O � r Check appropriate box: tntlividual/Sole proprietor ®Corporation Partnership El Other ► ............. C Address(number,street and apt.a suite no.) Requester's name and sodress W*mQ a 2709 Water Ridge Patchray, Suite 500 City.state,and ZIP Code Charlotte, PC 28217 EffM Taxpayer Wmtification Number MM tut account numbe4s)here toptions4 Eriter yaw TIN in the appropriate box For individuals,this is your social security ntxrber er (SSN). However, Sachet security numb or for a resident alien,sole �. } b I proprietor,or disregarded entity,we the Part 1 instructions on page 2.For other entities,it is your For U.S.Payees Exampt From employer identrticallon number(EIN).It you do not or Back tKtththolld have a number.see Now to get a TIN on page 2. up page {See the Note:If the account Is In more than one name,see Employer identMcation ntrrnbar instructions on p 2.) the chart on page 2 for guidelines on whose number 5 6 1 7 5 1 7 2 9 to enter. EMUM Certification o Under penalties of perjury. I certify that 1. The number shown on this form is my correct taxpayer identification number(or I am waiting for a number to be issued to me),and 06 2. 1 ant not subject to backup withholding because.(a)I am exempt from backup withholding.or(b)I have not been notified by the Internal Revenue Service QM that I am subject to backup withholding as a result of a failure to report all interest or dividends,or(c)the IRS has notified me that I am no longer subject to backup withholding,and 3. 1 am a U-S.person(inducting a U.S.resident all". Certifleation instructions.You must cross out item 2 above H you have been notified by the IRS that you are currerrtly subject to backup withholding bemuse you have failed to report all interest and dividends on your tax return.For real estate transactions,Wen"2 does not apply- For mortgage Interest paid.acquisition or abandonment of secured property,cancellation of debt,contributions to an individual retirernent 0) arrangement(IRA),and generally,payments other than Interest and dividends.you are not required to sign the Certification,but you must provide your correct TIN.(See the instructions on page 2-) Sign Signature of Hera U-$.person lip, .f. Dir. of Operational Fin. Date ► n 2001Or 0 DEC 0 v Purpose of Form Is backup withhokGng7 Persons making &You do not certify to the requester that you A arson who is certain payments to you mint withhold and pay are not subject to backup withholding under 4 > p required to file an information to the IRS 31%of such payments under certain above(for reportable interest and dividend return with the IRS must get your correct conditions.This is called'backup withholding.' accounts opened after 19M onfy) 0. taxpayer identification number(11N)to report for Payments that may use subject to backup i. example.income paid to you,real estate withhottfong include interest dividends.broker Certain payees and payments are exempt W from backup withholding See the Part It transactions.mortgage Interest you paid. and barter exchange transactions,rents, ¢ acquisition or abandonment of secured property. non and certain instructions and the separate lrwirhnetions for C rartoellatleri of debt.Or contributions you made a�' the Requester of Form W-tL to an IRA payments from fishing boat operators.Rea! estate eons are not suer to backup Penalties to Use Form W-9 only it you are a U.S.person w0holdn9• 2 (including a resident den).to give your correct If you give the requester your correct TIN. Failure to furnish T1N.if you tail to ittmish yourCD TIN to the person requt>sting it(the requested make ft Proper s and report correct TIN to a requester,you are subject to a r taxable interest and dividends on your tax der of u t for each such failure unless your and,when appfiCabje,to•. you teilttre is due to reasonable cause and not to r 1.Certify the TIN you we giving Is correct(or retum,payments you receive will not be subject nriith ect. CD you are waiting for a number to be issued). to backup withholding.P Payments you you receive c44 win be subject to backup withholding If: civil penally for false information with respect 2.Certify you are not subject Lb backup to withholding-H you make a false swernent r w,dthoiding.or 1.You Qo not furnish your TiN to the with no reasonable basis that results in no I 3 Claim exemption from backup wltimotdmg if requester,or backup wittnhdding,you are sut>)ect to a S600 you are a U.S-exempt payee. Z You do not certify your TiN when required penalty- If you are a foreign person,use the (see the Part At insttvctions on page 2 for Criminal penoft for falsifying Wormstion. 06 appropriate Form W-8-See Pub.515, details),or yiiHully falsifying cortificsoo ns or affirmations Withholding of Tax on Nonresident Aliens and 3.The IRS tens the requester that you may subject you to criminal penaHios including Foreign Corporations. furnished an incorrect TIN,or fines ardor imprisonment. 0) Note:U a requester gives you a Ibmt other than 4.The IRS tells you that you are subject to Misuse of TIN&ff the requester discloses or Forth W-9 to request your TiN.you must use Vie backup withholding because you did not report uses TINS In viotaliorn of Federal law,the regdrestar's Corm if R is substandary sinmflar to this an your inures[And dividends on your tax return requester may be subject to civil and criminal Fortin W-9. &e reportable interest and dividends orniy),or penalties Cat.No.10231x Form W-9 (Rev.12-MM Packet Pg.296