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HomeMy WebLinkAboutItem 11 - Cataloging and Purchase of Collections and Materials for the Santa Ana Public LibraryLibrary www.santa-ana.org/library Item # 11 o`7, City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report October 17, 2023 TOPIC: Cataloging and Purchase of Collections and Materials for the Santa Ana Public Library AGENDA TITLE Award a Blanket Order Contract to Brodart Company for Library Cataloging and Purchase of Collections and Materials for the Santa Ana Public Library in an Annual Amount not to Exceed $590,000 (General Fund) RECOMMENDED ACTION Award a blanket order contract to Brodart Company for cataloging and purchase of collections and materials for the Santa Ana Public Library, in an annual amount not to exceed $590,000, for a three-year term beginning November 1, 2023 through October 31, 2026, with options for two one-year renewals, subject to non -substantive changes approved by the City Manager and City Attorney. GOVERNMENT CODE §84308 APPLIES: Yes DISCUSSION The Santa Ana Public Library provides programs and services to nearly 200,000 library card holders. Approximately 15,000 items and materials are purchased annually including Spanish and Vietnamese collections. All collections and materials are cataloged and embedded with Radio Frequency Identification tags, and placed directly into the Library database so materials can be entered into circulation. The Library will see an increase in collections and materials purchases to provide collections to its two new future library sites that are anticipated to be complete in summer 2024: the Delhi Community Library and Outdoor Library at Jerome Park. Additionally, the Library will need to provide collections and materials for its second larger bookmobile and refreshed collections for the Main and Newhope Libraries, which will also undergo renovations. Anticipated completion dates for these projects are as follows: new book mobile, winter 2024; Main Library, spring 2026; and Newhope Library, fall 2024. Brodart Company is the Library's primary supplier of collections/materials purchases and cataloging processing services. Industry standard is to contract with one vendor as Award Blanket Order Contract to Brodart Company for cataloging and purchase of collections and materials for the Santa Ana Public Library. October 17, 2023 Page 2 the primary source of materials and services to ensure continuity with purchasing and collection development. Further, bulk purchasing from one source also facilitates increased vendor discounts on purchases. Santa Ana City Municipal Code Section 2-807 authorizes the City to purchase against contracts from any public agency utilizing a competitive bid process. The County of Orange agreement with Brodart Company for library cataloging, collections, and materials was awarded as a result of an open, competitive bidding, and meets the City's requirement. FISCAL IMPACT The current fiscal year funding is available in the following accounts for FY 2023-24. Future fiscal year funding will be included in the proposed budgets for City Council consideration. FISCAL ACCOUNTING FUND ACCOUNTING UNIT, AMOUNT YEAR UNIT -ACCOUNT DESCRIPTION ACCOUNT # DESCRIPTION 2023-2024 01111110-66600 GENERAL Library Administration, $320,000 FUND Books Records Video 2023-2024 01111150-66600 GENERAL Library Adult Services, $48,000 FUND Books Records Video 2023-2024 01111160-66600 GENERAL Library Youth Services, $49,000 FUND Books Records Video 2023-2024 01111180-66600 GENERAL Library Young Adult $11,500 FUND Services, Books Records Video 2023-2024 01111190-66600 GENERAL Library Tech & Support $91,000 FUND SVCS, Books Records Video 2023-2024 01111190-63001 GENERAL Library Tech & Support $13,500 FUND SVCS, Miscellaneous Operating Expenses 2023-2024 01211020-66600 CPBF Library Youth Services, $57,000 Books Records Video TOTAL $590,000 EXHIBIT(S) 1. County of Orange Agreement (MA-012-22010343) Submitted By: Brian Sternberg, Executive Director of Library Services Approved By: Steven A. Mendoza, Assistant City Manager DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 CONTRACT NUMBER MA-012-22010343 Between COUNTY OF ORANGE/OCCR/OC PUBLIC LIBRARIES And BRODART COMPANY For PRINTED LIBRARY MATERIALS This Contract for Printed Library Materials, hereinafter referred to as "Contract" is made and entered into as of the date fully executed by and between the County of Orange, OCCR/OC Public Libraries, a political subdivision of the State of California, with a place of business at 1501 E. St. Andrew Place 2nd Floor, Santa Ana, CA 92705-4930: hereinafter referred to as "County", and Brodart Co., with a place of business at 500 Arch Street, Williamsport, PA 17701; hereinafter referred to as "Contractor", with County and Contractor sometimes referred to as "Party", or collectively as "Parties". ATTACHMENTS Attachment A — General Scope of Work Attachment A-1 — Scope of Work, RFP Technical Response Requirement Attachment B — Compensation/Payment Instructions Attachment C — Pricing Sheet Attachment D — Contractor's Response to RFP-012-0030883-MS RECITALS WHEREAS, Contractor responded to a Request for Proposal ("RFP") to provide Printed Library Materials; and WHEREAS, the Contractor responded and represents that its proposed goods/services shall meet or exceed the requirements and specifications of the RFP for Printed Library Materials; and WHEREAS, Contractor agrees to provide good/services as more specifically described in the Scope of Work, attached hereto as Attachment A and A-l; and WHEREAS, County agrees to pay Contractor the fees as further set forth in Compensation/Payment and Pricing, attached hereto as Attachments B and C; and NOW, THEREFORE, the parties mutually agree as follows: ARTICLES I. GENERAL TERMS AND CONDITIONS: A. Governing Law and Venue: This Contract has been negotiated and executed in the state of California and shall be governed by and construed under the laws of the state of County of Orange Original Contract MA-012-22010343 Page I of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 California. In the event of any legal action to enforce or interpret this Contract, the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California, and the parties hereto agree to and do hereby submit to the jurisdiction of such court, notwithstanding Code of Civil Procedure Section 394. Furthermore, the parties specifically agree to waive any and all rights to request that an action be transferred for adjudication to another county. B. Entire Contract: This Contract contains the entire Contract between the parties with respect to the matters herein, and there are no restrictions, promises, warranties or undertakings other than those set forth herein or referred to herein. No exceptions, alternatives, substitutes or revisions are valid or binding on County unless authorized by County in writing. Electronic acceptance of any additional terms, conditions or supplemental Contracts by any County employee or agent, including but not limited to installers of software, shall not be valid or binding on County unless accepted in writing by County's Purchasing Agent or designee. C. Amendments: No alteration or variation of the terms of this Contract shall be valid unless made in writing and signed by the parties; no oral understanding or agreement not incorporated herein shall be binding on either of the parties; and no exceptions, alternatives, substitutes or revisions are valid or binding on County unless authorized by County in writing. D. Taxes: Unless otherwise provided herein or by law, price quoted does not include California state sales or use tax. E. Delivery: Time of delivery of goods or services is of the essence in this Contract. County reserves the right to refuse any goods or services and to cancel all or any part of the goods not conforming to applicable specifications, drawings, samples or descriptions or services that do not conform to the prescribed statement of work. Acceptance of any part of the order for goods shall not bind County to accept future shipments nor deprive it of the right to return goods already accepted at Contractor's expense. Over shipments and under shipments of goods shall be only as agreed to in writing by County. Delivery shall not be deemed to be complete until all goods or services have actually been received and accepted in writing by County. F. Acceptance/Payment: Unless otherwise agreed to in writing by County, 1) acceptance shall not be deemed complete unless in writing and until all the goods/services have actually been received, inspected, and tested to the satisfaction of County, and 2) payment shall be made in arrears after satisfactory acceptance. G. Warranty: Contractor expressly warrants that the goods covered by this Contract are 1) free of liens or encumbrances, 2) merchantable and good for the ordinary purposes for which they are used, and 3) fit for the particular purpose for which they are intended. Acceptance of this order shall constitute an agreement upon Contractor's part to indemnify, defend and hold County and its indemnities as identified in paragraph "Z" below, and as more fully described in paragraph "Z," harmless from liability, loss, damage and expense, including reasonable counsel fees, incurred or sustained by County by reason of the failure of the goods/services to conform to such warranties, faulty work performance, negligent or unlawful acts, and non-compliance with any applicable state or federal codes, ordinances, orders, or statutes, including the Occupational Safety and Health Act (OSHA) and the California Industrial Safety Act. Such remedies shall be in addition to any other remedies provided by law. County of Orange Original Contract MA-012-22010343 Page 2 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 H. Patent/Copyright Materials/Proprietary Infringement: Unless otherwise expressly provided in this Contract, Contractor shall be solely responsible for clearing the right to use any patented or copyrighted materials in the performance of this Contract. Contractor warrants that any software as modified through services provided hereunder will not infringe upon or violate any patent, proprietary right, or trade secret right of any third party. Contractor agrees that, in accordance with the more specific requirement contained in paragraph "Z" below, it shall indemnify, defend and hold County and County Indemnitees harmless from any and all such claims and be responsible for payment of all costs, damages, penalties and expenses related to or arising from such claim(s), including, costs and expenses but not including attorney's fees. I. Assignment: The terms, covenants, and conditions contained herein shall apply to and bind the heirs, successors, executors, administrators and assigns of the parties. Furthermore, neither the performance of this Contract nor any portion thereof may be assigned by Contractor without the express written consent of County. Any attempt by Contractor to assign the performance or any portion thereof of this Contract without the express written consent of County shall be invalid and shall constitute a breach of this Contract. J. Non -Discrimination: In the performance of this Contract, Contractor agrees that it will comply with the requirements of Section 1735 of the California Labor Code and not engage nor permit any subcontractors to engage in discrimination in employment of persons because of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, or sex of such persons. Contractor acknowledges that a violation of this provision shall subject Contractor to penalties pursuant to Section 1741 of the California Labor Code. K. Termination: In addition to any other remedies or rights it may have by law, County has the right to immediately terminate this Contract without penalty for cause or after 30 days' written notice without cause, unless otherwise specified. Cause shall be defined as any material breach of contract, any misrepresentation or fraud on the part of the Contractor. Exercise by County of its right to terminate the Contract shall relieve County of all further obligation. L. Consent to Breach Not Waiver: No term or provision of this Contract shall be deemed waived and no breach excused, unless such waiver or consent shall be in writing and signed by the party claimed to have waived or consented. Any consent by any party to, or waiver of, a breach by the other, whether express or implied, shall not constitute consent to, waiver of, or excuse for any other different or subsequent breach. M. Independent Contractor: Contractor shall be considered an independent contractor and neither Contractor, its employees, nor anyone working under Contractor shall be considered an agent or an employee of County. Neither Contractor, its employees nor anyone working under Contractor shall qualify for workers' compensation or other fringe benefits of any kind through County. N. Performance: Contractor shall warrant all work under this Contract, taking necessary steps and precautions to perform the work to County's satisfaction. Contractor shall be responsible for the professional quality, technical assurance, timely completion and coordination of all documentation and other goods/services furnished by the Contractor under this Contract. Contractor shall perform all work diligently, carefully, and in a good and workmanlike manner; shall furnish all necessary labor, supervision, machinery, equipment, materials, and supplies, shall at its sole expense obtain and maintain all permits and licenses required by public authorities, including those of County required in its governmental capacity, in connection with performance of the work. If permitted to subcontract, Contractor shall be fully responsible for all work performed by subcontractors. County of Orange Original Contract MA-012-22010343 Page 3 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 O. Insurance Provisions: Contractor will need to comply with the following insurance requirements if making the deliveries to the County of Orange. No insurance is required if a common carrier makes deliveries to the County of Orange. Prior to the provision of services under this Contract, the Contractor agrees to purchase all required insurance at Contractor's expense, including all endorsements required herein, necessary to satisfy the County that the insurance provisions of this Contract have been complied with. Contractor agrees to keep such insurance coverage, Certificates of Insurance, and endorsements on deposit with the County during the entire term of this Contract. In addition, all subcontractors performing work on behalf of Contractor pursuant to this Contract shall obtain insurance subject to the same terms and conditions as set forth herein for Contractor. Contractor shall ensure that all subcontractors performing work on behalf of Contractor pursuant to this Contract shall be covered under Contractor's insurance as an Additional Insured or maintain insurance subject to the same terms and conditions as set forth herein for Contractor. Contractor shall not allow subcontractors to work if subcontractors have less than the level of coverage required by County from Contractor under this Contract. It is the obligation of Contractor to provide notice of the insurance requirements to every subcontractor and to receive proof of insurance prior to allowing any subcontractor to begin work. Such proof of insurance must be maintained by Contractor through the entirety of this Contract for inspection by County representative(s) at any reasonable time. All self -insured retentions (SIRs) shall be clearly stated on the Certificate of Insurance. Any self - insured retention (SIR) in an amount in excess of Fifty Thousand Dollars ($50,000) shall specifically be approved by the County's Risk Manager, or designee, upon review of Contractor's current audited financial report. If Contractor's SIR is approved, Contractor, in addition to, and without limitation of, any other indemnity provision(s) in this Contract, agrees to all of the following: 1) In addition to the duty to indemnify and hold the County harmless against any and all liability, claim, demand or suit resulting from Contractor's, its agents, employee's or subcontractor's performance of this Contract, Contractor shall defend the County at its sole cost and expense with counsel approved by Board of Supervisors against same; and 2) Contractor's duty to defend, as stated above, shall be absolute and irrespective of any duty to indemnify or hold harmless; and 3) The provisions of California Civil Code Section 2860 shall apply to any and all actions to which the duty to defend stated above applies, and the Contractor's SIR provision shall be interpreted as though the Contractor was an insurer and the County was the insured. If the Contractor fails to maintain insurance acceptable to the County for the full term of this Contract, the County may terminate this Contract. uaiillied Insurer; The policy or policies of insurance must be issued by an insurer with a minimum rating of A- (Secure A.M. Best's Rating) and VIII (Financial Size Category as determined by the most current edition of the Best's Key Rating Guide/Property-Casualty/United States or ambest.com). It is preferred, but not mandatory, that the insurer be licensed to do business in the state of California (California Admitted Carrier). If the insurance carrier does not have an A.M. Best Rating of A-NIII, the CEO/Office of Risk Management retains the right to approve or reject a carrier after a review of the company's performance and financial ratings. The policy or policies of insurance maintained by the Contractor shall provide the minimum limits and coverage as set forth below: County of Orange Original Contract AI4-012-22010343 Page 4 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 Coverage Minimum Limits Commercial General Liability $1,000,000 per occurrence $2,000,000 aggregate Automobile Liability including coverage for owned non -owned and hired vehicles $1,000,000 per occurrence Workers' Compensation Statutory Employers' Liability Insurance $1,000,000 per occurrence Required Coverage Forms: The Commercial General Liability coverage shall be written on Insurance Services Office (ISO) form CG 00 01, or a substitute form providing liability coverage at least as broad. The Business Auto Liability coverage shall be written on ISO form CA 00 01, CA 00 05, CA 0012, CA 00 20, or a substitute form providing coverage at least as broad. Required Endorsements: The Commercial General Liability policy shall contain the following endorsements, which shall accompany the Certificate of insurance: 1) An Additional Insured endorsement using ISO form CG 20 26 04 13or a form at least as broad naming the County of Orange its elected and appointed officials, officers, agents and employees as Additional Insureds, or provide blanket coverage, which will state AS REQUIRED BY WRITTEN CONTRACT. 2) A primary non-contributing endorsement using ISO form CG 20 01 04 13, or a form at least as broad evidencing that the Contractor's insurance is primary and any insurance or self-insurance maintained by the County of Orange shall be excess and non-contributing. The Workers' Compensation policy shall contain a waiver of subrogation endorsement waiving all rights of subrogation against the County of Orange, its elected and appointed officials, officers, agents and employees or provide blanket coverage, which will state AS REQUIRED BY WRITTEN CONTRACT. All insurance policies required by this Contract shall waive all rights of subrogation against the County of Orange, its elected and appointed officials, officers, agents and employees when acting within the scope of their appointment or employment. Contractor shall notify County in writing within thirty (30) days of any policy cancellation and ten (10) days for non-payment of premium and provide a copy of the cancellation notice to County. Failure to provide written notice of cancellation may constitute a material breach of the Contract, upon which the County may suspend or terminate this Contract. The Commercial General Liability policy shall contain a severability of interest's clause also known as a "separation of insured" clause (standard in the ISO CG 0001 policy). County of Orange Original Contract MA-012-22010343 Page 5 of 3l OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 Insurance certificates should be forwarded to the agency/department address listed on the solicitation. If the Contractor fails to provide the insurance certificates and endorsements within seven (7) days of notification by CEO/Purchasing or the agency/department purchasing division, award may be made to the next qualified vendor. County expressly retains the right to require Contractor to increase or decrease insurance of any of the above insurance types throughout the term of this Contract. Any increase or decrease in insurance will be as deemed by County of Orange Risk Manager as appropriate to adequately protect County. County shall notify Contractor in writing of changes in the insurance requirements. If Contractor does not deposit copies of acceptable Certificates of Insurance and endorsements with County incorporating such changes within thirty (30) days of receipt of such notice, this Contract may be in breach without further notice to Contractor, and County shall be entitled to all legal remedies. The procuring of such required policy or policies of insurance shall not be construed to limit Contractor's liability hereunder nor to fulfill the indemnification provisions and requirements of this Contract, nor act in any way to reduce the policy coverage and limits available from the insurer. P. Changes: Contractor shall make no changes in the work or perform any additional work without the County's specific written approval. Q. Change of Ownership/Name, Litigation Status, Conflicts with County Interests: Contractor agrees that if there is a change or transfer in ownership of Contractor's business prior to completion of this Contract, and the County agrees to an assignment of the Contract, the new owners shall be required under the terms of sale or other instruments of transfer to assume Contractor's duties and obligations contained in this Contract and complete them to the satisfaction of the County. County reserves the right to immediately terminate the Contract in the event the County determines that the assignee is not qualified or is otherwise unacceptable to the County for the provision of services under the Contract. In addition, Contractor has the duty to notify the County in writing of any change in the Contractor's status with respect to name changes that do not require an assignment of the Contract. The Contractor is also obligated to notify the County in writing if the Contractor becomes a party to any litigation against the County, or a party to litigation that may reasonably affect the Contractor's performance under the Contract, as well as any potential conflicts of interest between Contractor and County that may arise prior to or during the period of Contract performance. While Contractor will be required to provide this information without prompting from the County any time there is a change in Contractor's name, conflict of interest or litigation status, Contractor must also provide an update to the County of its status in these areas whenever requested by the County. The Contractor shall exercise reasonable care and diligence to prevent any actions or conditions that could result in a conflict with County interests. In addition to the Contractor, this obligation shall apply to the Contractor's employees, agents, and subcontractors associated with the provision of goods and services provided under this Contract. The Contractor's efforts shall include, but not be limited to establishing rules and procedures preventing its employees, agents, and subcontractors from providing or offering gifts, entertainment, payments, loans or other considerations which could be deemed to influence or appear to influence County staff or elected officers in the performance of their duties. County of Orange Original Contract MA-012-22010343 Page 6 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 R. Force Majeure: Contractor shall not be assessed with liquidated damages or unsatisfactory performance penalties during any delay beyond the time named for the performance of this Contract caused by any act of God, war, civil disorder, employment strike or other cause beyond its reasonable control, provided Contractor gives written notice of the cause of the delay to County within 36 hours of the start of the delay and Contractor avails himself of any available remedies. S. Confidentiality: Contractor agrees to maintain the confidentiality of all County and County -related records and information pursuant to all statutory laws relating to privacy and confidentiality that currently exist or exist at any time during the term of this Contract. All such records and information shall be considered confidential and kept confidential by Contractor and Contractor's staff, agents and employees. T. Compliance with Laws: Contractor represents and warrants that services to be provided under this Contract shall fully comply, at Contractor's expense, with all standards, laws, statutes, restrictions, ordinances, requirements, and regulations (collectively "laws"), including, but not limited to those issued by County in its governmental capacity and all other laws applicable to the services at the time services are provided to and accepted by County. Contractor acknowledges that County is relying on Contractor to ensure such compliance, and pursuant to the requirements of paragraph "Z" below, Contractor agrees that it shall defend, indemnify and hold County and County Indemnities harmless from all liability, damages, costs and expenses arising from or related to a violation of such laws. U. Freight: Prior to the County's express acceptance of delivery of products, Contractor assumes full responsibility for all transportation, transportation scheduling, packing, handling, insurance, and other services associated with delivery of all products deemed necessary under this Contract. V. Severability: If any term, covenant, condition or provision of this Contract is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remainder of the provisions hereof shall remain in full force and effect and shall in no way be affected, impaired or invalidated thereby. W. Attorney Fees: In any action or proceeding to enforce or interpret any provision of this Contract, each party shall bear their own attorney's fees, costs and expenses. X. Interpretation: This Contract has been negotiated at arm's length and between persons sophisticated and knowledgeable in the matters dealt with in this Contract. In addition, each party had been represented by experienced and knowledgeable independent legal counsel of their own choosing or has knowingly declined to seek such counsel despite being encouraged and given the opportunity to do so. Each party further acknowledges that they have not been influenced to any extent whatsoever in executing this Contract by any other party hereto or by any person representing them, or both. Accordingly, any rule or law (including California Civil Code Section 1654) or legal decision that would require interpretation of any ambiguities in this Contract against the party that has drafted it is not applicable and is waived. The provisions of this Contract shall be interpreted in a reasonable manner to effect the purpose of the parties and this Contract. Y. Employee Eligibility Verification: The Contractor warrants that it fully complies with all Federal and State statutes and regulations regarding the employment of aliens and others and that all its employees performing work under this Contract meet the citizenship or alien status requirement set forth in Federal statutes and regulations. The Contractor shall obtain, from all employees performing work hereunder, all verification and other documentation of employment eligibility status required by Federal or State statutes and regulations including, but not limited to, the Immigration Reform and Control Act of 1986, 8 U.S.C. § 1324 et seq., as they currently exist and as County of Orange Original Contract MA-012-22010343 Page 7 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 they may be hereafter amended. The Contractor shall retain all such documentation for all covered employees for the period prescribed by the law. The Contractor shall indemnify, defend with counsel approved in writing by County, and hold harmless, the County, its agents, officers, and employees from employer sanctions and any other liability which may be assessed against the Contractor or the County or both in connection with any alleged violation of any Federal or State statutes or regulations pertaining to the eligibility for employment of any persons performing work under this Contract. Z. Indemnification: Contractor agrees to indemnify, defend with counsel approved in writing by County, and hold County, its elected and appointed officials, officers, employees, agents and those special districts and agencies which County's Board of Supervisors acts as the governing Board ("County Indemnitees") harmless from any claims, demands or liability of any kind or nature, including but not limited to personal injury or property damage, arising from or related to the services, products or other performance provided by Contractor pursuant to this Contract. If judgment is entered against Contractor and County by a court of competent jurisdiction because of the concurrent active negligence of County or County Indemnitees, Contractor and County agree that liability will be apportioned as determined by the court. Neither party shall request a jury apportionment. AA. Audits/Inspections: Contractor agrees to permit the County's Auditor -Controller or the Auditor - Controller's authorized representative (including auditors from a private auditing firm hired by the County) access during normal working hours to all books, accounts, records, reports, files, financial records, supporting documentation, including payroll and accounts payable/receivable records, and other papers or property of Contractor for the purpose of auditing or inspecting any aspect of performance under this Contract. The inspection and/or audit will be confined to those matters connected with the performance of the Contract including, but not limited to, the costs of administering the Contract. The County will provide reasonable notice of such an audit or inspection. The County reserves the right to audit and verify the Contractor's records before final payment is made. Contractor agrees to maintain such records for possible audit for a minimum of three years after final payment, unless a longer period of records retention is stipulated under this Contract or by law. Contractor agrees to allow interviews of any employees or others who might reasonably have information related to such records. Further, Contractor agrees to include a similar right to the County to audit records and interview staff of any subcontractor related to performance of this Contract. Should the Contractor cease to exist as a legal entity, the Contractor's records pertaining to this agreement shall be forwarded to the County's project manager. BB. Contingency of Funds: Contractor acknowledges that funding or portions of funding for this Contract may be contingent upon state budget approval; receipt of funds from, and/or obligation of funds by, the state of California to County; and inclusion of sufficient funding for the services hereunder in the budget approved by County's Board of Supervisors for each fiscal year covered by this Contract. If such approval, funding or appropriations are not forthcoming, or are otherwise limited, County may immediately terminate or modify this Contract without penalty. CC. Expenditure Limit: The Contractor shall notify the County of Orange assigned Deputy Purchasing Agent in writing when the expenditures against the Contract reach 75 percent of the dollar limit on the Contract. The County will not be responsible for any expenditure overruns and will not pay for County of Orange Original Contract M4-012-22010343 Page 8 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 work exceeding the dollar limit on the Contract unless a change order to cover those costs has been issued. II. ADDITIONAL TERMS AND CONDITIONS: 1. Scope of Contract: This Contract specifies the contractual terms and conditions by which the County will procure goods/services from Contractor as set forth in the Scope of Work, attached hereto as Attachment A and incorporated by this reference. 2. Term of Contract: This Contract shall commence on the date upon execution of all necessary signatures and shall continue for five (5) calendar years from that date, unless otherwise terminated by County in accordance with the terms of Section K hereof. 3. Compensation and Payment: The Contractor agrees to accept the specified compensation, as set forth in Attachment B — Compensation and Payment and Attachment C - Pricing, as full remuneration for performing all services and materials called for. The Contractor assumes responsibility for performance of all its duties and obligations hereunder. 4. Usage: No guarantee is given by the County to the Contractor regarding usage of this Contract. Usage figures, if provided, are approximations. The Contractor agrees to supply services and/or commodities requested, as needed by the County of Orange, at rates/prices listed in the Contract, regardless of quantity requested. 5. Adjustments -Scope of Work: No adjustments made to the scope of work will be authorized or paid for without prior written approval of the County assigned Deputy Purchasing Agent. 6. Amendments — Changes/Extra Work: The Contractor shall make no changes to this Contract without the County's written consent. In the event that there are new or unforeseen requirements, the County with the Contractor's concurrence has the discretion to request official changes at any time without changing the intent of this Contract. If County -initiated changes or changes in laws or government regulations affect price, the Contractor's ability to deliver services, or the project schedule, the Contractor shall give the County written notice no later than seven calendar days from the date the law or regulation went into effect or the date the change was proposed by the County and the Contractor was notified of the change. Such changes shall be agreed to in writing and incorporated into a Contract amendment. Said amendment shall be issued by the County assigned Deputy Purchasing Agent, shall require the mutual consent of all parties, and may be subject to approval by the County Board of Supervisors. Nothing herein shall prohibit the Contractor from proceeding with the work as set forth in this Contract. 7. Bills and Liens: Contractor shall pay promptly all indebtedness for labor, materials and equipment used in performance of the work. Contractor shall not permit any lien or charge to attach to the work or the premises, but if any does so attach, Contractor shall promptly procure its release and, in accordance with the requirements of paragraph "Z" above, indemnify, defend, and hold County harmless and be responsible for payment of all costs, damages, penalties and expenses related to or arising from or related thereto. 8. Breach of Contract: The failure of the Contractor to comply with any of the provisions, covenants or conditions of this Contract shall be a material breach of this Contract. In such event the County may, and in addition to any other remedies available at law, in equity, or otherwise specified in this Contract: County of Orange Original Contract MA-012-22010343 Page 9 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 a. Terminate the Contract immediately, pursuant to Section K herein; b. Afford the Contractor written notice of the breach and ten (10) calendar days or such shorter time that may be specified in this Contract within which to cure the breach; c. Discontinue payment to the Contactor for and during the period in which the Contractor is in breach; and d. Offset against any monies billed by the Contractor but yet unpaid by the County those monies disallowed pursuant to the above. 9. Civil Rights: Contractor attests that services provided shall be in accordance with the provisions of Title VI and Title VII of the Civil Rights Act of 1964, as amended, Section 504 of the Rehabilitation Act of 1973, as amended; the Age Discrimination Act of 1975 as amended; Title II of the Americans with Disabilities Act of 1990, and other applicable State and federal laws and regulations prohibiting discrimination on the basis of race, color, national origin, ethnic group identification, age, religion, marital status, sex or disability. 10. Conflict of Interest — Contractor's Personnel: The Contractor shall exercise reasonable care and diligence to prevent any actions or conditions that could result in a conflict with the best interests of the County. This obligation shall apply to the Contractor; the Contractor's employees, agents, and subcontractors associated with accomplishing work and services hereunder. The Contractor's efforts shall include, but not be limited to establishing precautions to prevent its employees, agents, and subcontractors from providing or offering gifts, entertainment, payments, loans or other considerations which could be deemed to influence or appear to influence County staff or elected officers from acting in the best interests of the County. 11. Conflict of Interest — County Personnel: The County of Orange Board of Supervisors policy prohibits its employees from engaging in activities involving a conflict of interest. The Contractor shall not, during the period of this Contract, employ any County employee for any purpose. 12. Contractor's Records: The Contractor shall keep true and accurate accounts, records, books and data which shall correctly reflect the business transacted by the Contractor in accordance with generally accepted accounting principles. These records shall be stored in Orange County for a period of three (3) years after final payment is received from the County. Storage of records in another county will require written approval from the County of Orange assigned Deputy Purchasing Agent. 13. Data -Title to: All materials, documents, data or information obtained from the County data files or any County medium furnished to the Contractor in the performance of this Contract will at all times remain the property of the County. Such data or information may not be used or copied for direct or indirect use by the Contractor after completion or termination of this Contract without the express written consent of the County. All materials, documents, data or information, including copies, must be returned to the County at the end of this Contract. 14. Disputes — Contracts: A. The parties shall deal in good faith and attempt to resolve potential disputes informally. If the dispute concerning a question of fact arising under the terms of this Contract is not disposed of in a reasonable period of time by the Contractor's Project Manager and the County`s Project Manager, such matter shall be brought to the attention of the County Deputy Purchasing Agent by way of the following process: County of Orange Original Contract MA-012-22010343 Page 10 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 1. The Contractor shall submit to the agency/department assigned Deputy Purchasing Agent a written demand for a final decision regarding the disposition of any dispute between the parties arising under, related to, or involving this Contract, unless the County, on its own initiative, has already rendered such a final decision. Z. The Contractor's written demand shall be fully supported by factual information, and, if such demand involves a cost adjustment to the Contract, the Contractor shall include with the demand a written statement signed by a senior official indicating that the demand is made in good faith, that the supporting data are accurate and complete, and that the amount requested accurately reflects the Contract adjustment for which the Contractor believes the County is liable. B. Pending the final resolution of any dispute arising under, related to, or involving this Contract, the Contractor agrees to diligently proceed with the performance of this Contract, including the delivery of goods and/or provision of services. The Contractor's failure to diligently proceed shall be considered a material breach of this Contract. Any final decision of the County shall be expressly identified as such, shall be in writing, and shall be signed by the County Deputy Purchasing Agent or his designee. If the County fails to render a decision within 90 days after receipt of the Contractor's demand, it shall be deemed a final decision adverse to the Contractor's contentions. Nothing in this section shall be construed as affecting the County's right to terminate the Contract for cause or termination for convenience as stated in section K herein. 15. Gratuities: The Contractor warrants that no gratuities, in the form of entertainment, gifts or otherwise, were offered or given by the Contractor or any agent or representative of the Contractor to any officer or employee of the County with a view toward securing the Contract or securing favorable treatment with respect to any determinations concerning the performance of the Contract. For breach or violation of this warranty, the County shall have the right to terminate the Contract, either in whole or in part, and any loss or damage sustained by the County in procuring on the open market any goods or services which the Contractor agreed to supply shall be borne and paid for by the Contractor. The rights and remedies of the County provided in the clause shall not be exclusive and are in addition to any other rights and remedies provided by law or under the Contract. 16. News/Information Release: The Contractor agrees that it will not issue any news releases in connection with either the award of this Contract or any subsequent amendment of or effort under this Contract without first obtaining review and written approval of said news releases from the County through the County's Project Manager. 17. Notices: Any and all notices, requests demands and other communications contemplated, called for, permitted, or required to be given hereunder shall be in writing with a copy provided to the assigned Deputy Purchasing Agent (DPA), except through the course of the parties' project managers' routine exchange of information and cooperation during the terms of the work and services. Any written communications shall be deemed to have been duly given upon actual in - person delivery, if delivery is by direct hand, or upon delivery on the actual day of receipt or no greater than four (4) calendar days after being mailed by US certified or registered mail, return receipt requested, postage prepaid, whichever occurs first. The date of mailing shall count as the first day. All communications shall be addressed to the appropriate party at the address stated herein or such other address as the parties hereto may designate by written notice from time to time in the manner aforesaid. County of Orange Original Contract MA-012-22010343 Page 11 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 For Contractor: Brodart Co. 500 Arch Street Williamsport, PA 177018 Attn: Lori Copp Telephone: 800-233-8467 x6379 E-mail: lori.copp@brodart.com For County: OC Community Resources/Administration Attn: Shirley Quan 1501 East St. Andrew Place, 2°d Floor Santa Ana, Ca 92705 Phone: 714-566-3012 Email shirk uaii _occr.ocy,ov.com Assigned DPA: OC Community Resources/Purchasing Attn: Cathy To 601 N. Ross Street, 6' Floor Santa Ana CA 92701 Phone: 714-480-2827 Email: Catty .To(@occr.oc.,ov.com_ 18. Order Dates: Orders may be placed during the term of the Contract even if delivery may not be made until after the term of the Contract. The Contractor must clearly identify the order date on all invoices to County and the order date must precede the expiration date of the Contract. 19. Precedence: The Contract documents consist of this Contract and its attachments and exhibits. In the event of a conflict between or among the Contract documents, the order of precedence shall be the provisions of the main body of this Contract, i.e., those provisions set forth in the recitals and articles of this Contract, and then the attachments and exhibits. 20. Price Increase/Decrease: No price increases will be permitted during the first period of the price agreement. The County requires documented proof of cost increases on Contracts prior to any price adjustment. A minimum of 30-days advance notice in writing is required to secure such adjustment. No retroactive price adjustments will be considered. All price decreases will automatically be extended to the County of Orange. The County may enforce, negotiate, or cancel escalating price Contracts or take any other action it deems appropriate, as it sees fit. The net dollar amount of profit will remain firm during the period of the Contract. Adjustments increasing the Contractor's profit will not be allowed. 21. Project Manager and Key Personnel — Contractor: Contractor shall appoint a Project Manager to direct the Contractor's efforts in fulfilling Contractor's obligations under this Contract. This Project Manager shall be subject to approval by the County and shall not be changed without the written consent of the County's Project Manager, which consent shall not be unreasonably withheld. The Contractor's Project Manager shall be assigned to this project for the duration of the Contract and shall diligently pursue all work and services to meet the project time lines. The County's Project Manager shall have the right to require the removal and replacement of the Contractor's Project Manager from providing services to the County under this Contract. The County's Project manager shall notify the Contractor in writing of such action. The Contractor shall accomplish the removal within three (3) business days after written notice by the County's Project Manager. The County's Project Manager shall review and approve the appointment of the replacement for the Contractor's County of Orange Original Contract MA-012-22010343 Page 12 of 3l OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 Project Manager. The County is not required to provide any additional information, reason or rationale in the event it requires the removal of Contractor's Project Manager from providing further services under the Contract. 22. Project Manager — County: The County shall appoint a project manager to act as liaison between the County and the Contractor during the term of this Contract. The County's project manager shall coordinate the activities of the County staff assigned to work with the Contractor. The County's project manager shall have the right to require the removal and replacement of the Contractor's project manager and key personnel. The County's project manager shall notify the Contractor in writing of such action. The Contractor shall accomplish the removal within three (3) business days after written notice from the County's project manager. The County's project manager shall review and approve the appointment of the replacement for the Contractor's project manager and key personnel. Said approval shall not be unreasonably withheld. The County is not required to provide any additional information, reason or rationale in the event it requires the removal of Contractor's Project Manager from providing further services under the Contract. 23. Remedies Not Exclusive: The remedies for breach set forth in this Contract are cumulative as to one another and as to any other provided by law, rather than exclusive; and the expression of certain remedies in this Contract does not preclude resort by either party to any other remedies provided by law. 24. Subcontracting: No performance of this Contract or any portion thereof may be subcontracted by the Contractor without the express written consent of the County. Any attempt by the Contractor to subcontract any performance of this Contract without the express written consent of the County shall be invalid and shall constitute a breach of this Contract. In the event that the Contractor is authorized by the County to subcontract, this Contract shall take precedence over the terms of the Contract between Contractor and subcontractor and shall incorporate by reference the terms of this Contract. The County shall look to the Contractor for performance and indemnification and not deal directly with any subcontractor. All work performed by a subcontractor must meet the approval of the County of Orange. 25. Substitutions: The Contractor is required to meet all specifications and requirements contained herein. No substitutions will be accepted without prior County written approval. 26. Waivers -Contract: The failure of the County in any one or more instances to insist upon strict performance of any of the terms of this Contract or to exercise any option contained herein shall not be construed as a waiver or relinquishment to any extent of the right to assert or rely upon any such terms or option on any future occasion. County of Orange Original Contract MA-012-22010343 Page 13 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 CONTRACT SIGNATURE PAGE IN WITNESS WHEREOF, the Parties hereto have executed this Contract on the dates shown opposite their respective signatures below. BRODART CO.* Lisa Miosi Vice President, Customer Care Print Name DocuSigned by: Title FUS& Nbsi 9/15/2021 Signature Date Gretchen Herman Assistant Secretary Print Name Title DocuSigned by: 9/15/2021 E Signature ssecsaosszez4Ba .. Date * Pursuant to California Corporations Code Section 313, if the Contractor is a corporation, signatures of two specific corporate officers are required as further set forth. The first corporate officer signature must be one of the following:1) the Chairman of the Board, 2) the President; 3) any Vice President. The second corporate officer signature must be one of the following: 1) Secretary; 2) Assistant Secretary; 3) Chief Financial Officer; 4) Assistant Treasurer. In the alternative, a single corporate signature is acceptable when accompanied by a corporate resolution demonstrating the legal authority of the signature to bind the company. ************************************************************************************* County of Orange, a political subdivision of the State of California Carmen Giron Deputy Purchasing Agent Print Name DocuSigned by: Title tA C-- rbt& 9/15/2021 Signature Date ************************************************************************************* County of Orange Original Contract MA-012-22010343 Page 14 of 3l OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 ATTACHMENT A SCOPE OF WORK — GENERAL PRINTED LIBRARY MATERIALS I. BACKGROUND INFORMATION: OC Public Libraries desires to purchase books (hardback, paperback, board book, etc.) in English and Spanish languages. OC Public Libraries does not guarantee a minimum quantity of orders. OC Public Libraries may procure selected titles directly from the publisher or other sources when it is determined to be in the best interest of the County. The contractor will provide shelf ready cataloging and processing, electronic MARC records, holdings added to OCLC and drop -shipping to more than 30 locations. OC Public Libraries currently utilizes OCLC for holdings and SirsiDynix Symphony EDI and X12 for ordering. Contracted vendor must be capable of providing books in either Spanish or English (occasionally books will be ordered in other languages) in at least one of the following formats: adult books, teen books, and children's books in accordance with the following specifications/requirements. H. GENERAL SPECIFICATIONS: Contractor must: 1. Provide print materials in at least one of the following languages: English or Spanish. 2. Account set up — provide online ordering system (carts/grids). Vendor shall create holding codes, fund codes grids and order information based on input from OCPL. Establish one account with multiple dropship locations. Multiple branch orders shall have the ability to merge into one central order. Invoice each location separately. 4. Provide items shelf ready per OCPL specifications. Vendor should have the ability to provide drop shipment services for individual branch locations. 5. Provide an online catalog of titles carried. Catalog shall include title, author, publication date, ISBN, publisher, edition, list price (the price which the manufacture suggest that vendors should charge for it; may also be called manufactured suggested retail price [MSRP]), discount price/percent, stock availability, street date, print run information, reviews and format. 6. Provide an unlimited number of staff logins for the online catalog at no cost. 7. Provide notification lists of new materials with reviews in all subject areas for the selection process, customized for OC Public Libraries (OCPL) working requirements. 8. OCPL selectors can email and request a title be added to the ordering database. 9. Accept and process new orders, additions, cancellations, and/or modifications to existing orders via EDI. Provide order confirmation, order status, invoice information, and payment information via EDI. Include document order number (DO#) in all electronic information. 10. MARC order files downloaded must include library fund code, holding code, branch code data (9XX) and data for drop shipment. 11. Provide order history information, including status (backordered, canceled, in processing, delivered, etc.) online by title, author, ISBN, purchase order number, invoice number, date, quantities ordered, drop -ship location/branch ordered for. County of Orange Original Contract MA-012-22010343 Page 15 of31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 12. Catalog and process any specific title ordered by OCPL Order staff that is requested that the collection and holding codes not be followed for the cataloging and processing and for these specific titles to be cataloged and processed a different way. 13. Provide reports for publication date changes, cancellations, back order items, and shipping history. 14. Print the quantity, title, ISBN, volume number, edition and document order number (DO#) on all packing lists/slips. Packing lists should be included in each shipment. 15. Have ability to suspend orders for a specific branch without having a separate account. 16. Automatically stop orders for a fund when fund spending threshold is reached and email the details to OCPL Order department. 17. Provide quoted prices that are firm and include all related costs, charges (taxes, processing, shipping, handling, etc.), discounts, value-added services, etc. There should be no "extra charges". Additional charges should be clearly indicated on the website with exact dollar amounts for items and reason for additional charge. 18. Backordered items will be cancelled at 60 days. OCPL reserves the right to adjust backorder cancellation time as required for business needs. Selection staff can email when publication is delayed and request that the backorder time be extended for a title. 19. Avoid packaging and shipping boxes that weigh in excess of twenty-five (25) pounds. Individual shipments should be limited to seven boxes or less. 20. All library materials must be protected to prevent damage during shipment. Boxes and packing material must ensure library materials are not lost, warped, crushed, bent, torn, damp or dented. 21. Ship all items UPS or FEDEX. No USPS. 22. Issue thirty (30) days advance written notice of any changes to the company name, address, phone number(s), email addresses, or customer service representative(s). 23. Have a minimum of five (5) years' experience in providing these types of services/commodities. 24. Honor and adhere to all discounts offered in the bid submission. III. INVOICING SPECIFICATIONS - Contractor must: 1. Print the quantity, title, ISBN, volume number, edition, list price (the price which the manufacture suggest that vendors should charge for it; may also be called manufactured suggested retail price [MSRP]), discount given, extended price, shipping and handling, value added services, subtotals, taxes, miscellaneous charges and shipment total with document order number on all invoices. 2. For original cataloging charges, divide the charges amongst the branches receiving the title. 3. Include processing charges on the invoice. 4. Sales tax must be applied according to the ship to location tax rate (not the bill to location) and must be added to the subtotal (not to each individual item). 5. Separate prior fiscal year invoices from new fiscal year invoices at the end of the fiscal year. 6. Provide OCPL Order Department staff monthly a file of unpaid invoices over 30 days. 7. Provide fund reports for each drop -ship location including budgeted amount, backorder amount, invoiced amount, balance, number of items ordered, number of items invoiced, number of items County of Orange Original Contract MA-012-22010343 Page 16 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 cancelled, number of items backordered, and number of items in process. 8. Preferred invoice procedure: Vendor will provide electronic invoicing in a format which conforms to the EDI 810 standard. This invoice file will be customizable to include certain Orange County specific data elements such as purchase order number (aka "DO number"), Library Branch number, etc. IV. CATALOGING SPECIFICATIONS: Contractor must: 1. Provide physical processing, including paperback laminate covers, Mylar covers or the equivalent, spine labels, property labels, genre labels and barcodes. 2. Catalog from book in hand. Check subject headings and classification for each title. Add subject headings and access points for enhanced discoverability and better access. 3. Decide what is a mass market paperback based on the book in hand and add mass market paperback labels — without having a mass market paperback holding code. 4. Contact OCPL Order department with questions when a title is ordered one way but with the item in hand the vendor can see that the way we ordered is not correct. For example, we order a title as adult fiction and vendor sees it is a juvenile board book. 5. Provide cataloging to our specifications. Provided MARC cataloging records must be AACR2 or RDA and holdings added to OCLC. 6. OCPL may change the specifications at any time and will alert vendors by email of the changes. Please call or email the Cataloging Supervisor if you have any questions. V. GENERAL CATALOGING INFORMATION A. Sources of cataloging data: ■ Cataloging records must be AACR2 or RDA. ■ Name headings and subject headings must be from the Library of Congress Authority Files. • Genre headings must be GSAFD, LCSH, or LCGFT. If there is a choice between a GSAFD heading and another genre heading, use the GSAFD heading. ■ Spanish subject headings must be Bilindex (Bidex) or Queens Library Spanish Subject Headings (qlsp). • Remove BISAC, Sears, and FAST headings. * Dewey numbers must be Dewey Decimal Classification, 23rd edition. Cut Dewey numbers at 5 places after the decimal. B. OCLC: • Holdings must be added to OCLC. • New volumes of sets or of manga must be added to the multiple volume record already in our catalog. Don't use a new individual volume record. • Serial volumes must be added to the serial record already in our catalog. C. Records and record delivery: • Records must be fully cataloged MARC format. • Records must be Unicode UTF8 format. ■ Records may be delivered as email attachments to designated OCPL staff or placed on an FTP server and designated OCPL staff emailed when the records are ready. • Records must be received before library materials reach the branches. County of Orange Original Contract MA-012-22010343 Page 17 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 D. Item records: • Add 949 item level local fields in the following particular subfield order: v, h, p, i, j. v: volume (Example: v.01) h: holding code (we'll send holding code format) p: price (Example: $21.45) is item identification (Example: 315018369263) j: number of items (Example: 8) E. Volume in subfield v: • Limit to the minimal amount of information necessary to make that volume unique. Sirsi allows 40 characters in the data well for the prefix, call number and volume information. • Use leading zeroes, e.g. v.01, v.02. VI. ABBREVIATIONS A. General ann. = annual bk. = book ed. = edition index — no abbreviation issue -- no abbreviation no. = number pt. = part rept. = report rev. = revised revision -- no abbreviation suppl. = supplement tomo = (no abbreviation, means volume in Spanish) v. = volume yearbook -- no abbreviation B. Sequence 1 st = first 2nd = second 3rd = third 4th = fourth C. Months of the Year Jan = January Feb = February Mar = March Apr = April May = May Jun = June Jul = July Aug = August Sep = September Oct = October Nov = November Dec = December County of Orange Original Contract MA-012-22010343 Page 18 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 D. Seasons SPR = Spring SUM = Summer FALL = Fall WIN = Winter VII. CATALOGING INFORMATION A. Accompanying items: ■ Add notes describing accompanying items: ex: Map in pocket inside back cover. • Books with an accompanying CD or DVD: use 2 for number of pieces in 949 #j. Include in 300 tag. B. Foreign language: ■ Catalog an item as foreign language if it is at least 50% in the language, unless it is a teaching item for English speakers to learn the language. • Add a 690 local subject heading: o Spanish language #v Fiction. o Spanish language #v Non-fiction. • Delete any 650 tags that are duplicates or very close to our 690 tags, e.g., "650 Spanish language materials." C. Graphic novels: • For manga use (or create original in OCLC) multiple volume record and add volumes & ISBNs to OCLC multiple volume record. a) Fiction: Class fictional graphic novels by their format rather than by their subject. Use the correct 741.569 or 741.59� for comics or stories plus country notation, following DDC 23. b) Nonfiction: Nonfiction graphic books that are primarily to be read for information rather than for story (as well as some forms of literature such as plays) are classed in subject Dewey or in 92 for biographies. c) Subject headings: Use #v Comic books, strips, etc. For books of comic strips, add 655 Comic books, strips, etc. and 655 Comics (Graphic works)121cgft. For graphic novels, add .655 Graphic novels and 655 Comics (Graphic works)121cgft. Remove subfield z geographic location for genre heading "graphic novels" 655 tag. If there is 650 subject heading with a subfield z for geographic location, leave as is. D. Large type: • Add 245 #h [large type] E. ISBNs: • Delete #c price from ISBNs. • Delete ebook, eaudiobook, and large print ISBNs from regular print records. F. Music scores: • Add 245 #h [music] G. Paperbacks: • Attach paperbacks to the matching hardback record if the hardback record is for the same publisher or the paperback is published by the paperback imprint of the hardback publisher. For example, Simon & Schuster and Pocket Star, or Random House and Bantam Dell, or Penguin Books and Roc. Add the ISBN to the record. County of Orange Original Contract MA-012-22010343 Page 19 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 H. Serials: • For all possible serial titles, continuations, and reference titles, search our catalog and attach latest volume to the serial record if found in our catalog. • If item is a serial and no serial record is found in OCLC or Sirsi, create an original serial record in OCLC. • Exceptions: test books and travel guides are classed as monographs. I. Short story collections: • Catalog short story anthologies/annuals as monographs and add 505 note for all stories. Class as fiction. J. Subject headings: • If there are no subject headings, add appropriate 650/655 subject and/or genre heading(s) from LCSH or GSAFD. K. Teen (Young Adult): Leave 520 if in record. ■ Change juvenile subject headings to adult. ■ Retain audience level in fixed field. L. Title Access: ■ For other title variations, add 246 tags. For example, 245 with subfield p, add a 246 with the subfield p information in a subfield b. ■ Spell out numbers and abbreviations in a 246. VIII. JUVENILE CATALOGING ISSUES A. Boardbooks: • Catalog all boardbooks as fiction. B. Continued works: • Catalog juvenile character books or series continued by anew author under the original author and move the new author to a 700 tag. Cutter will be the original author. C. Foreign language 690 subject headings: • Add a 690 heading for the language followed by a subfield v for fiction or nonfiction as below: • Spanish language #v Juvenile fiction. • Spanish language #v Juvenile literature. D. Graphic novels: • For manga use (or create original in OCLC) multiple volume record and add volumes & ISBNs to OCLC multiple volume record. a) Fiction: Class fictional graphic novels by their format rather than by their subject. Use the correct 741.569 or 741.59 for comics or stories plus country notation, following DDC 23. b) Nonfiction: Nonfiction graphic books that are primarily to be read for information rather than for story (as well as some forms of literature such as plays) are classed in subject Dewey or in 92 for biographies. c) Subject headings: Use #v Comic books, strips, etc. For books of comic strips, add 655 Comic books, strips, etc. and 655 Comics (Graphic works)121cgft. For graphic novels, add 655 Graphic novels and 655 Comics (Graphic works)121cgft. Remove subfield z geographic location for genre heading "graphic novels" 655 tag. If there is 650 subject heading with a subfield z for geographic location, leave as is. County of Orange Original Contract MA-012-22010343 Page 20 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 d) Juvenile graphic novel or picture book or reader: For books that could be picture book or reader but are graphic novel-esque (sequential panels and speech bubbles that are consistent with the idea of graphic novels, or labeled "comic reader") the Selector will order as XP — catalog these as a graphic novel in 741.5XXX. E. Subject headings: • If there are no subject headings, add appropriate 650/655 subject and/or genre heading(s) from LCSH or GSAFD. • Do not use Annotated card juvenile subject headings 650 second indicator 1 a) When the juvenile heading is different from the adult heading, use the adult heading (650 b0) with #v Juvenile literature (or fiction). When no equivalent adult heading is listed in the record, search the OCLC authority file to find one, and use the heading (650 b0) with #v Juvenile literature (or fiction). Delete 650 second indicator 1 headings. F. Genre headings: • Use the same genre headings for juvenile materials as for adult. G. Form headings: • For the following LCSH headings used as form headings on juvenile books, do not add #v Juvenile fiction or Juvenile literature. o Alphabet books o Alphabet rhymes o Big books #v Specimens o Board books o Children's atlases o Children's plays o Children's poetry o Children's songs o Fairy tales o Flip books #v Specimens o Folklore o Glow -in -the -dark books #v Specimens o Lift -the -flap books #v Specimens o Lullabies o Miniature books #v Specimens o Musical books #v Specimens o Nonsense verses o Novels in verse o Nursery rhymes o Oversize books #v Specimens o Picture dictionaries o Plot -your -own stories o Pop-up books #v Specimens o Puppet plays o Rebuses o Stories in rhyme o Stories without words o Tales o Tall tales o Textured books #v Specimens o Toy and movable books #v Specimens o Upside down books #v Specimens County of Orange Original Contract MA-012-22010343 Page 21 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 IX. CALL NUMBER INFORMATION: A. Adult Fiction: • Put call number in 099 with prefix of FIC followed by author's last name and first initial. For books with no author, use first word of the title as the cutter. B. Adult Nonfiction: ■ Put Dewey number in 092. Cut Dewey number at five places after the decimal. • Put call number in 099: Dewey number followed by cutter of up to the first 3 letters of the author's last name. • For books with no author, do not use a cutter — use Dewey number only. • For authors with less than 3 letters in their last name, use up to 3 letters of the first word of their last name. Ex: 101 De La Cervantes, use 101 DE C. Auto repair: • Use the make of the automobile, first 3 letters, as the cutter. D. Biographies: • In OCLC if the first subject heading is for the person and Biog in the fixed field is coded b make the book a biography. • Do not use tag 092. Use only 099 with Dewey of 92 followed by cutter of the last name first initial of the biographee from the 600 field. • Collective biographies: if the biography is about two or more people with the same last name, use the last name, with no initial. If the book is about two or more people with different names, choose the better known or the more important for the subject of the book. If it is about more than 2 people, class it in the Dewy subject area. E. Civil service books: ■ Class in Dewey 351.3. F. Criticism: • For critical appraisal of artists, architects, authors, film makers, musical performers or groups use the name of the person or group as the cutter, first 3 letters. ■ For critical appraisal of a film, television show, opera, ballet, etc. use the title of the work as the cutter, first 3 letters. G. Computer books: • If using a number in DDC 004-006 or 025.04, for a computer program, language, operating system, use the program, etc. from the subject heading as the cutter, first 3 letters. H. Foreign language: a) Adult Fiction: • Put foreign language prefix in 099 with FIC prefix followed by author's last name and first initial: SP FIC NIX S. b) Adult Nonfiction: • Put Dewey number in 092. • Put foreign language prefix and call number in 099: SP Dewey number followed by cutter of the first 3 letters of the author's last name. I. Graphic Novel: • Use first word of title as cutter. J. Large type: • Use prefix LGE FIC followed by last name first initial for adult large type fiction. County of Orange Original Contract MA-012-22010343 Page 22 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 • Use prefix LGE followed by Dewey followed by first 3 letters of author's last name for adult large type nonfiction. K. Music: ■ Put Dewey number in 092. • Put call number in 099: Dewey number followed by cutter for composer. • EXCEPTIONS: a) Operas — use the title of the opera as the cutter. b) Music by a band - if composed by band member(s), use band as main entry & cutter and put composer in 700. L. Shakespeare plays: For 822.33 cutters: * For single plays, use first 3 letters of the title of the play. ■ For collections of plays, use PLA. ■ For collections of plays including other works, use WOR. • For literary criticism, use Title of the play, PLA or WOR, as appropriate. M. Reference: ■ Use prefix REF on 099 before Dewey number. N. Test books: • Use name of the test, first 3 letters as the cutter. X. TEEN CALL NUMBER INFORMATION: A. Fiction: • 099 TEEN FIC followed by author's last name first initial. B. Nonfiction: ■ Only for graphic novels. ■ Put Dewey number in 092. ■ Put call number in 099: TEEN followed by Dewey number followed by cutter of first 3 letters of author's last name. XI. JUVENILE CALL NUMBER INFORMATION: A. Fiction: • Put call number in 099 with prefix of XFICI or XFICU (I or U from holding code) followed by author's last name and first initial (see sections below for Readers and Picture Books). For books with no author, use first word of the title as the cutter. B. Nonfiction: • Put Dewey number in 092. • Put call number in 099: juvenile prefix followed by the Dewey number followed by the first 3 letters of the author's last name. • For books with no author, do not use a cutter — use Dewey number only. • For authors with less than 3 letters in their last name, use up to 3 letters of the first word of their last name. C. American Indian tribes: ■ Use Dewey number 970 followed by the entire name of the tribe from the first 650. County of Orange Original Contract MA-012-22010343 Page 23 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 D. Criticism: • For critical appraisal of artists, architects, authors, fil makers, musical performers or groups use the name of the person or group as the cutter, first 3 letters. ■ For critical appraisal of a film, television show, opera, ballet, etc. use the title of the work as the cutter, first 3 letters. E. Computer books: If using a number in DDC 004-006 or 025.04, for a computer program, language, operating system, use the program, etc. from the subject heading as the cutter, first 3 letters. F. Fairy and folk tales: • For individual tales, use Dewey number 398.2 followed by cutter of the first 3 letters of the tale. • For more than one tale, use the author as the cutter. G. Foreign language: a) Fiction: • 099 with prefix of XSP FICP, XSP FICI, XSP FICU followed by author's last name and first initial. b) Nonfiction: • 092 with just the Dewey number. • 099 juvenile prefix followed by language prefix, Dewey number and cutter of the first 3 letters of the last name. H. Large type: a) Fiction: Use prefix XLGE FICP or XLGE FICI or XLGE FICU (P I or U from holding code) followed by last name first initial. b) Nonfiction: Use juvenile large type prefix followed by Dewey and cutter of first 3 letters of author's last name. I. Missions of California: • Use call number of 979.4 MISSIONS for works about more than one mission. For individual mission, use 979.4 MISSIONS plus the name of the mission eliminating the word "mission" from the following list: o San Diego o San Carlos Borromeo o San Antonio de Padua o San Gabriel Arcangel o San Luis Obispo o San Francisco de Asis o San Juan Capistrano o Santa Clara o San Buenaventura o Santa Barbara o La Purisima o Santa Cruz o Nuestra Senora o San Jose o San Juan Bautista o San Miguel Arcangel o San Fernando, Rey o San Luis Rey o Santa Ines County of Orange Original Contract MA-012-22010343 Page 24 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 o San Rafael Arcangel o San Francisco Solano XII. PROCESSING SPECIFICATIONS: A. Accompanying items - put in pocket inside back cover. B. Barcodes - apply on true front cover, upper right corner, 1/8" down and in from top and side of book. C. Covers — cover paperbacks with 15 mil clear polyester 2- piece front and back covers with the 2- mil wrap -around spine (either Smart Cover II by the Library Store or Easy Cover II by Kapco) D. Covers — cover paper dust jackets with Mylar covers, taped at outer edge with %" tape, not glued. E. Smaller Paperback - move the barcode label and the property label closer to the edges of the book, so they both fit, aligned, on the front cover. Do not move one down. If the book is too small, place the label on the back, upper right corner. F. Reference books - for books designated holding code "Reference" place a removable REFERENCE label on the cover under the barcode. G. Property labels - apply on front cover, upper left corner, 1/8" down and in from top and side of book. H. Genre Labels • For adult fiction books with a 650 or 655 of "Mystery fiction" or "Detective and mystery fiction" add a Mystery genre label. • For large type books add a large type genre label. • For juvenile fairy tales in Dewey number 398.2, add a fairy tale genre label I. Lucky Day Collection — add Lucky Day label in lieu of spine label XIII. SPINE LABELS: Apply label at bottom of spine, left -most column of text aligned with left edge and 1/8" up from bottom of spine. For thick books, move label over so call number is centered on the spine. Cover with clear label covers or put under Mylar cover. A. Font: Arial Bold 12 for all materials except Picture books, Boardbooks, and Readers which use Arial Bold 24. B. Adult Nonfiction: First line Dewey number Second line — Author cutter C. Adult Fiction: First line - FIC Second line - Author last name first initial D. Teen Nonfiction: First line — TEEN Second line - Dewey number Third line — Author cutter County of Orange Original Contract MA-012-22010343 Page 25 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 E. Teen Fiction: First line — TEEN FIC Second line - Author last name first initial F. Alphabet and counting books: ■ Use juvenile picture book (white) labels with the first 3 letters of the author's last name in vertical Arial Bold 24 on label sized 1 '/4% x 1 1/4"w. • Omit punctuation. • For authors with less than 3 letters in their last name, use up to 3 letters of the first word of their last name. • If there is no author use the first three letters of the title. G. Boardbooks: • Use juvenile picture book (white) labels with the first 3 letters of the author's last name in vertical Arial Bold 24 on label sized 1 '/4"h x 1 '/4"w. ■ Omit punctuation. * For authors with less than 3 letters in their last name, use up to 3 letters of the first word of their last name. ■ If there is no author use the first three letters of the title. H. Readers: ■ Use juvenile reader (blue) labels with the first 3 letters of the author's last name in vertical Arial Bold 24 on label sized 1 1/4"h x 1 '/4"w. ■ Omit punctuation. ■ For authors with less than 3 letters in their last name, use up to 3 letters of the first word of their last name. • If there is no author use the first three letters of the title. I. Picture books: • Use juvenile picture book (white) labels with the first 3 letters of the author's last name in vertical Arial Bold 24 on label sized 1 1/4"h x 1 1/4"w. Omit punctuation. • For authors with less than 3 letters in their last name, use up to 3 letters of the first word of their last name. ■ If there is no author use the first three letters of the title. J. Spanish boardbooks, readers, picture books: For Spanish Boardbooks, Readers and Picture books, add SP at the top of the label. K. Mass market paperbacks: Use single letter of the author's last name. For Spanish, use the regular adult fiction label. L. Label Specifications: ■ Specifications for Genre labels, Lucky Day labels, Best labels, and Reference labels are available for color, font, format, and artwork. XIV. ERRORS: • After a six-month period of adjustment, errors will be counted and reported monthly and vendor will pay a cost for each. A bib record error counts as one; an error that affects copies or labels will be counted for number of copies affected. ■ Vendor will be charged for errors greater than 3% of items received. An error rate of 3% and below is acceptable. County of Orange Original Contract MA-012-22010343 Page 26 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 ■ Vendor shall issue credit memo for the error charges on a monthly basis. • Error charges: a) Cataloging only error .50$ b) Missing genre label .25$ c) Incorrect genre label .50$ d) Incorrect property label .25$ e) Barcode duplicated on different item .50$ f) Incorrect color, call number, prefix or cutter on spine label $1.00 g) Incorrect color, call number, prefix or cutter on spine label and in bib record $1.50 County of Orange Original Contract MA-012-22010343 Page 27 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 ATTACHMENT A-1 SCOPE OF WORK RFP TECHNICAL RESPONSE REQUIREMENT Note: This Attachment A-1 RFP Technical Response Requirement is comprised of twenty-seven (27) pages and is an integral attachment and part of this contract document. County of Orange Original Contract MA-012-22010343 Page 28 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 PART 5 Questions Does your firm meet all the requirements set under Scope of Work/Specifications? (Please circle Yes or No) YES - My firm meets all requirements. Describe below. GDMy firm does not meet all requirements listed in the Scope of Work. If not, describe below. The following requirements cannot be met as stated in the Scope of Work; however we have provided alternate methods to meet the requirement - 1) On page 61 of 68 of the RFP, Section XIII, Spine Labels — letters F (Alphabet and counting books), G (Boardbooks), FI (Readers) and I (Picture books) The spine label specifications for these collections require a single white or blue label with 3 author letters in Arial Bold 24 font printed vertically on the label. We are not able to provide a single label with the 3 author letters, but currently apply 3 separate author letter labels in Arial Bold 24 font as an alternative. We are not aware of any impact this alternative has on the services Brodart provides to OCPL. I. GENERAL SPECIFICATIONS: Describe how each item listed in the scope of work general specifications is met. If a specification cannot be met, provide a brief explanation. COLLECTION DEVELOPMENT & SELECT)ON SERVICES Creating the "ultimate collection" isn't a small task. There are many factors to be considered. At Brodart, we began providing collection development products and services in 1982. Many of our Collection Development Services such as TIPS, FASTips, Collection Builder and vendor selection services are industry leaders, We currently provide many public libraries with an array of specialized Collection Development Services for both ongoing and opening day collection needs. 1. T1PS lit#e Information Preview Service Notification Pro rarr� Delivers selection lists for new and forthcoming titles. Choose from two service levels — ® Silver TIPS - every month receive free curated lists spanning an array of subjects and age ranges. Choose the lists that interest you and they will be automatically posted to your online account. ® Diamond TIPS - define your own collection categories. Set specific parameters and the lists will be automatically posted to your online account. Customize as desired. Page 1 Orange County 012-CO30883-MS Part 5 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 2. Standing Orders Whether it's authors/series you can't live without or staying current with annual publications, our Collection Development team will monitor publication dates and automatically place orders on your behalf. Save time on research, meet patron demand, and never miss an important publication. FASTi s (Frequent Author and Series TIPS — this is a free service to our customers. Set your preferences one time and receive your books automatically. You can edit your selections at any time. Continuations — another free service to our customers, our standing order program for true serials, such as test prep and travel guides, takes the hassle out of keeping up with annual or irregular periodical publications. 3. Collection Builder Build or refresh your collection with lists for relevant topics and events. Collection Builders provide one-time targeted lists for special projects, collection enhancement or replacement ordering. 4. Online Selection Lists Brodart also has hundreds of specialty lists from which to choose. Not only are the lists separated into age ranges and categories, they can also be filtered for custom searches to make it easy to find exactly what you're looking for. Choose lists on hot Topics, Awards, Graphic Novels, Public Library Collection Builder, Spanish Titles and more. All of our collection development lists are posted to Bibz, Brodart's online ordering and collection development tool. Following is a detailed description of all of our Collection Development services S. TIPS° - Notification Program TIPS (Title Information Preview Service) is designed to help your library streamline its ongoing selection process. We identify new titles, gather all pertinent information on those titles, eliminate duplicates, and present you with regular lists of new titles to consider for your collection. These profile elements, chosen specifically to meet the needs of libraries, allow you either to create a profile that mimics your current title identification and list -building process OR to explore new approaches to the collection -building process. In other words, if you currently compile lists from multiple journal reviews, we can do that for you. Or, if you would like to expand the number of sources from which you draw titles, we can monitor new titles by publisher, series, author or illustrator. Two levels of TIPS are available to accommodate your specific needs. We do the legwork; you make your selections. Orange County 012-CO30883-MS Part 5 Page 2 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 ca. Level 1 -.Si lver TIPS Monthly lists of the most popular titles delivered to your online account free of charge for Brodart customers. Full -text reviews are provided when available. Silver TIPS Programs include- Children's Silver TIPS Board Books for Libraries ® Formats appropriate for public library use in terms of size, shape, and materials ® Selected by our children's buyer ® Most titles due for publication within next two months Top Children's Hardcover Titles ® Popular and high -quality books for children through age twelve ® Emphasis on picture books, but nonfiction, fiction, and graphic novels also included ® Seasonal coverage for holidays plus one topical backlist each month ® Most titles are one month prepublication Top Children's Paperback Titles Best new releases for children through age twelve Many reprints of popular hardcovers, but also includes paperback originais, especially popular series Emphasis on titles classed as Easy, but also includes fiction and nonfiction ® Most titles one month pre -publication or current month of publication Children's KidSafe Graphic Novels Graphic novels that have been reviewed book -in -hand or online and Judged suitable for children through age twelve Titles are both popular and 'nigh quality ® Includes manga and other series, plus important single titles and nonfiction in a graphic format ® Includes a range of publication dates due to book -in -hand review requirement rresh Reads for Kids ® Forthcoming titles from children's favorite authors ® Primarily picture books and fiction, with some easy readers and nonfiction included ® Hardcover, reinforced, and library editions, as well as paperbacks ® Publication dates from the current month up to three months pre -publication Children's and Teen Nonfiction Picks ® Recreational non-fiction titles for youth that may or may not be reviewed ® Hardcover, reinforced, and library editions, as well as paperbacks ® Publication dates are up to 2 months prepublication Orange County 012-0030883-MS Part 5 Page 3 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 Teen Silver TIPS Top Teen Hardcover Titles • Popular and high -quality titles for middle school and high school readers (age ten and up) • Emphasis on fiction, particularly science fiction, fantasy, and horror; also includes nonfiction for recreation and school support • Selected high interest/low reading level titles and graphic novels • Most titles are one month pre -publication Top Teen Paperback Titles • Best new releases for middle school and high school readers (age ten and up) • Many reprints of popular hardcovers, but also includes paperback originals, especially popular series • Emphasis on fiction, but some nonfiction and graphic novels included • Most titles one month pre -publication or current month of publication Teen KidSafe Graphic Novels e Graphic novels that have been reviewed book -in -hand or online and judged suitable for ages ten and up • Titles are both popular and high quality • Includes manga and other series; plus important single titles and nonfiction in a graphic format • Includes a range of publication dates due to book -in -hand review requirement Graphic Novel Reads for Teens • Popular graphic novels for ages ten through nineteen • Incorporates Teen KidSafe and other titles suitable for tweens and teens includes manga and other series; plus important single titles and nonfiction in a graphic format ® Titles may be up to four months pre -publication Adult Silver TIPS Blockbusters • Hardcover titles that no public library can be without! • Adult fiction and nonfiction from the most popular authors or on hot topics • Titles with large print runs and heavy publisher promotion • Three to four months prepublication Top Adult Hardcover Titles • High demand adult popular reading • Fiction and nonfiction from top -selling authors plus titles from promising first novelists • Selected movie tie-ins and graphic novels Orange County 012-0030883-MS Part 5 Page 4 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 • Includes Blockbusters (available separately above) plus other titles to round out genre interests • Three to four months prepublication Top Adult Paperback Titles • The best upcoming paperback titles for a popular reading collection • Emphasis on high demand authors and titles, including titles that were New York Times Bestsellers in hardcover • Mostly fiction but some nonfiction included • includes both originals and reprints, trade and mass markets • Most titles one month prepublication UrbanFix • Urban fiction (aka street lit) for the adult collection • Emphasis on African -American characters in an urban setting • Includes titles with sex, violence, drugs and strong language • Primarily trade paperback but some hardcovers and mass markets included • Most titles from current month up to two months pre -publication Christian Fiction ® Christian Fiction for the adult collection • Emphasis on Evangelical Christian fiction; also includes Urban Christian • Hardcover and trade paperback bindings Publication dates from current month up to four months pre -publication Large Print TIPS • Extensive list of large print offerings from all the major publishers • Most titles are adult fiction, but adult nonfiction and some titles for young readers also included • Most titles are two months prepublication Picks for Public Libraries • Practical adult nonfiction that is not likely to be reviewed • Hardcovers and paperbacks on topics such as computers, math, health, business, weddings, pet care, and more • 125 to 150 titles per month chosen by our experienced staff • Most titles one month prepublication Graphic Novel Reads for Adults • Popular graphic novels for intended for an adult audience • Includes manga and other series, plus important single titles and nonfiction in a graphic format • Most titles one to three months pre -publication Orange County 012-0030883-MS Part 5 Page 5 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 Spanish Salver TIPS Top Spanish Titles • The best fiction and nonfiction for native Spanish speakers ® Titles from offshore and U.S. publishers ® Focus on international authors, but also includes translations of popular U.S. titles • Publication dates vary from two months prepublication to six months post- publication (but recently available for U.S. distribution) Adult Spanish TIPS • Recommended Spanish language fiction and nonfiction ® Titles from offshore and U.S. publishers; originals and translations • Focus on fiction and practical nonfiction in hardcover and paperback ® Includes Top Spanish Titles (available separately above) plus others to expand the selections • Publication dates vary Children's & Teen Spanish TIPS ® Recommended 'bilingual and Spanish language titles for preschool through high school • Titles from offshore and U.S. publishers; originals and translations • Focus on picture books and nonfiction, but also includes fiction, board books, and graphic novels ® Publication dates vary 5b. Level 2 - Diamond TIPS Notification Program Brodart's hallmark TIPS. Review -based, custom profiles for title lists with full -text reviews delivered to your online account weekly, twice monthly, or monthly. Upgrade any TIPS list to Diamond by combining any other parameters with specific review;ournals. There is no limit on the number of review journals per profile. For example, you might want a Teen Fiction profile based on Booklist, School Library Journal and VOYA plus a list of authors. Or, you might want an Adult Nonfiction profile that includes Library Journal, Publishers Weekly, and Picks for Public Libraries. Journals available: ® Booklist (includes online reviews) BookPage (includes online reviews) ® Bulletin of the Center for Children's Books ® Horn Book ® Kirkus Library Journal (includes online reviews) ® Library Journal Prepub Alert ® Publishers Weekly (includes online reviews) * School Library Journal (includes online reviews) VOYA (includes online reviews) Diamond TIPS lists are available on a subscription basis to Brodart customers. Pricing for Diamond TIPS has been included in the Pricing Proposal, Attachment A in Part 6. Orange County 012-0030883-MS Part 5 Page 6 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 6. Standing Orders Our Standing Order services are designed to help you track new releases. Our Collection Development team will help you set up your preferences, monitor publication dates and automatically place orders on your behalf. We offer Standing Order services for authors and series as well as true serials such as test prep and travel guides. These Standing Order services are offered free of charge to our customers. 6a. FASTi psO - Automatig Shi rnent P€an Brodart offers standing orders for popular adult and youth fiction and nonfiction through FASTips (Frequent Author & Series TIPS). The profiling is very flexible and can accommodate unique needs. Most FASTips orders are based on author or series lists. Brodart offers the following lists to assist the library; however, these are not closed lists and the library can add authors or series as needed. Adult Authors —African -American and Urban Literature ® Adult Authors —Fiction ® Adult Authors— InspirationalAdult Authors —Nonfiction Adult Series —Fiction Adult Series —Graphic Novels ® Adult Series —Nonfiction and Biography ® Adult Series —Travel Guides Children's Authors Children's Series —Chapter Books ® Children's Series —Easy Readers Children's Series —Fiction Children's Series —Graphic Novels Children's Series —Nonfiction and Biography Children's Series —Picture Books and Board Books Teen Authors Teen Series —Fiction ® Teen Series —Graphic Novels ® Teen Series —Nonfiction and Biography Other sources such as starred reviews, bestseller lists, and Brodart programs can also be used for FASTips automatic orders. Special collection areas that can be covered by FASTips include board books, large print, browsing paperbacks, travel books and Spanish. When setting up a FASTips profile the library first selects the authors, series, or other criteria desired. Then other parameters are established for the automatic order including format (bind preference), classification, age range, material types, and maximum price. The library also sets the timeframe for ordering. Three months prepublication is the current standard. Orders can be prepared by Brodart and delivered to the library via Bibz with grids applied for branch, quantity, and other grid values. Brodart can submit the order via Bibz or share the list to library staff for review and modification if needed. Orders can then be submitted by the library via Bibz or downloaded as MARC files for import into your ILS system Page 7 Orange County 012-CO30883-MS Part 5 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 for EDI ordering. After the orders are submitted, they are visible with status information through the Order History tab of Bibz. 6b. Continuations — Standing Orders for True Serials Brodart's Continuations Service is designed to meet your complete reference and serial titles needs. You receive prompt, accurate fulfillment and because of our extensive coverage, your need to research hundreds of titles each year is eliminated. Brodart maintains constant communication with over fifty thousand publishers and distributors. Our title file is updated daily, ensuring that the title status information you receive from Brodart's Continuations Department is the most up-to-date available. Our core list of Continuations contains over 6,000 titles. Some of the key features of Continuations include: ® Receive your Continuations material fully cataloged and processed, with processing only or as items only. ® Serial maintenance is made easier when you use our free monthly status reports and skilled personal assistance. To simplify establishing a standing order account, we offer you a full range of transition services. ® Brodart's Continuations Service offers an Alternate Year Program, which can be tailored to meet your library's needs. You may receive books as frequently or infrequently as desired. ® You may add new titles to your standing order or adjust existing orders at any time. Our files are updated daily in order to provide you with prompt, accurate service. S All cancellations are effective immediately upon receipt by the Continuations Department. A monthly status report is supplied to you at no extra cost so you may quickly and effectively monitor your standing orders. This report lists every series and serial on your standing order. Editions or volumes on order or recently shipped titles are listed accordingly. Publications which are delayed by the publisher show a status of "on order." Brodart's Continuations Department automatically contacts the publisher for updated status information of "on order" materials to assure timely delivery of these items. As a Continuations customer, each month you will receive an electronic newsletter reporting the latest updates in, title/bind changes, series discontinued, series completed and items to be ordered directly from the publisher. The newsletter keeps you informed about any changes that would affect your standing order. Taking advantage of Brodart's Continuations Service is easy. Simply list the titles to be ordered with starting volumes, years or editions and the desired quantities. Once Brodart receives your standing order titles we will set up your account and begin ordering the titles from the various publishers. To make it easy to transfer to Brodart's Continuations Service, we will also send a cancellation notice to your former supplier. You need only indicate in writing which titles are to be cancelled, your account or purchase order number and the name of the supplier, The Continuations staff works with your library during this transition period to assure a smooth transfer of all standing orders. Orange County 012-CO30883-MS Part 5 Page 8 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 The Continuations Department personnel are dedicated professionals who are knowledgeable about all aspects of the Continuations Service. They take pride in providing prompt and accurate responses to any questions. Each library is assigned their own Continuations Consultant. That individual will stay in close contact with the responsible person at the library to ensure optimum service. TitleQueue TitleQueue.com, Brodart's online Continuations tool, gives access to account details regarding subscriptions to serials and series. You can search for titles and update subscription information to add standing order titles or change current settings. You can also access order confirmations, report claims and request additional copies of invoices. There are many search options, including ISBN, title, series title and publisher. 7. Cnllecti®n RuiiderO Custom Selection Lists Brodart has identified more than 400 recommended bibliographies, review journals, and other sources, and has indexed them in our up-to-date title database. This extensive resource enables us to produce custom selection lists for a wide range of collection development needs such as collection building in specific areas, coordinated replacement ordering, or planning opening day collections. These comprehensive selection lists present the titles in shelf -list order for a systematic approach to collection development. Each citation on the selection list includes call number, author, title, publisher, date, price, ISBN, bind, descriptors, media, age range, title status, review citations, and the sources which contain the title. it is easy to review the titles and make your selections in Bibz. ® To request a selection list, tell us the subject to be covered, age levels, types of bindings, publication dates, and other pertinent information, We may provide a profile to walk you through the process. Prepared selection lists are typically delivered within one week. These custom selection lists are provided free of charge in Bibz to active Brodart customers with the understanding that any titles ordered from these lists are to be ordered from Brodart. 8. SpeciaftyCoflection De►►e1a meat Lists The TIPS profiles described above provide regularly scheduled lists of current fiction and nonfiction. All of those profiles would be developed by the library selectors. In addition to profiled TIPS lists, library selectors have access to hundreds of specialty lists from which to choose. Not only are the lists separated into age ranges and categories, they can also be filtered for custom searches to help you find exactly what you're looking for. These lists contain topics of interest to public libraries and are updated on a regular basis. They are available free of charge to all Bibz users. The topics include: o Awards o Featured Lists o Graphic Novels Orange County 012-CO30883-MS Part 5 Page 9 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 o Insight — Brodart's monthly online catalog which announces forthcoming popular titles o Public Library Collection Builders o Spanish BlBZ ° - ONLINE COLLECTION DEVELOPMENT & ORDERING TOOL Bibz is Brodart's online collection development and ordering tool. Access to Bibz with unlimited users is offered free of charge to the users for the term of this contract. Web -based or on -site training for Bibz is provided at no charge. All of the selection lists created by Brodart will be posted to Bibz for selection and ordering. Bibz displays item status such as "in stock quantity", "on order quantity", "publisher in stock quantity", "available from publisher" or "must order direct". Bibz can also display discounted price and keep a running total for each list. Full -text reviews are available for all of the major library review journals free of charge. The Bibz.com database is updated with new titles, title status, price information, and new data (such as cover images and full text reviews) on a daily basis. inventory status shows unallocated inventory. Publisher inventory is also displayed for participating publishers. Selectors can request that new titles be added to Bibz by emailing us at titlerequestO brodart.com . We'll let you know when the title has been added to the database and you can place your order. Please note orders placed for items not in Brodart's inventory are ordered immediately from the appropriate publisher. Our order fulfillment system places orders with all publishers on a daily basis via FTP or email. in order to provide the fastest possible service to our libraries, we do not require minimum order quantities and we do not accumulate customer orders to meet a minimum order quantity. This policy allows us to fill orders quickly and efficiently. Prepublication orders are encouraged since this allows the materials to be sent to the library as soon as they are available from the publishers. in addition to the selection lists posted by Brodart, you can also create your own selection lists on Bibz. You can search and access other relevant titles, build your own lists, select additional items for your collections, and place orders online or through most ILS acquisitions modules. Our enhanced features allow you to customize your display and manage user access and grid ordering. You can conduct simple or advanced searches quickly and easily within Brodart's title database of almost five million records. A temporary Bibz login has been set up so that you can try Bibz for yourself. Login information is not case sensitive. Go to www.bibz.com - Username = ORANGECOUNTYBI€3 Password = ORANGECOUNTYBID Orange County 012-CO30883-MS Part 5 Page 10 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 Bibz — Primary Features Bibz is built on data that is specially groomed for libraries. It offers flexibility in searching, selection, list building and ordering. The interface and selection/ordering tools integrate easily into your existing workflow. 1. item search ®is la ® By keyword or exact search for title or series ® Within a large number of databases and resource lists ® Access one or many of the following fields as needed — o Age or grade range o Reading program and level o Publication date o Review journals, including number of reviews and issue date o Title o Contributor o ISBN/EAN o Series o Subject o Publisher o Availability (print and stock status) o View Brodart and Publisher Inventory o Broad classification o Dewey or Library of Congress classification o Format (Bind) o Descriptors (board book, large type, picture book) o Language o Print Run o Demand level o Price ® User interface images follow: Orange County 012-0030883-MS Part 5 Page 11 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 Bibz Search Screen ERSHATCHA i SW O4p Clue I He?W Mori B i r j z Enter i �R.. 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Product: BOOKS & AV Processing Profile: STARTER CAT AND PROC I Search: Search Results Grids ,+re required for the selected prerk-'t Actions: Add To List �e•�� Grid Temp€ates: Select - List: Displaying results 1 to 100 of 645 Display: Sort Order: Global Qty: Page: 1 r j� BrieF Expanded _ Title Detail Dewe ride, Contributor mil' ------- -- L . -- --` - �t - - -- - �0 �..---_.. n' ' tHa GCrgel Richard Hd 9780374f0789s Sarah Crichton 0122/2019 In stock:69 Publmr.25 $17.55 25 --- 5. 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Page 13 Orange County 012-CO30883-MS Part 5 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 Bibz Expanded Title Display Bibz provides a wealth of bibliographic information and review citations from all of the major public library review journals. 96Woreb L for ow ff2LJMMM3iJ 25 AUIthar, Ray, RaChW CDALEth0r. Dash. Ava -FO.. iMaarper& - Bob_- MARC Records CE-; LC: FZ-. I A7 14 1 D 2 L-g..s- E-,94s', Demend,14oL Pli.L A"el " 00Q I 3GN-I3:"7K3-eW-' T!M! LCCN: C 1 ?( 7 -9;-[ Imprint. iimrrT Pat -on Qiioxs P"-bL",he.-;L'VK!r. drawn a"d P.x, D.- 12" alolq A-HAHAc : A-ii..:, 1. -A, 30 Et. P,,; ­ S971 Hard -ever K')Xn0: - B` I, N� Phy-, i..? D- ipti-i 3.'1 F.g-- ; 2:- - i) 1 � Z��, IA2 LL S-i- B.A" "Ll- 'G-4 B,rc dar s Nt. MOT SeJe: Gx rd- s TOP 4,dj zi:t1- -Y,ti R=..,I, : Add'., E s4 Popular Picks S-red RcV— Vi -k- R-«.mv,-s DRS S.hj.- D-h ­6 Zly:rg 'Cuhziw4wrJ Ramsncp 5-r6 Ulre -d C-t— A -3 C--P-rYFi-;- clsAu s.bj­: y 011i ?4C, AO U -T TW=,0N Comiog of fte 11W I@G AJU -T FIC TI ON PrVw YOUNG A-DJ-T I , OU --NC ADU J Fit 'ON 5--' 11-- r-U'L. S 5- -:111W AM IJ F!IT-0N,'.Ik, .z TIw-, L--h. .,,W R-- 11 —M- YDIJ Nr AD:J-T FICT0N,'S.-T--' Emig,,&!. - & YOU P46 ADU-T -r;CT:OK I TI--I, WOW fikew Vo(.MIG ADFJ-T TICON & Se-lf-Rllian- LC S. b,,.-: A-Lh-rcricn - Coming of age, Fi-i"n F,cd� C.-r-, I -nit. i-i- Easc h,di— Av,-r HILion ind-,, J—He I:ti-n .;h5.- e' 1-16, Fi.6- Wkk—, Jtrvan& f—lor- H.-n =.rfilcklng fEc i- Hu I R..d.,g P-&--: 6, adore. TOP Ta.uns, Ad -at Tit[- 1 0 VQA -'Z'J 19 AI410L.:iI 1- UCLA, -1. Sh, Icsr and --pp,d I-, h- TL^nx her 17m- h... m;eten.i he. ir. rck. he- h-y-drn.the' r,7et --I Ir: ir i- -itn srandfetfi-, pays tic.: es cv lindirt- -ter Tj, nor -1t,,,v oa- P -,Iho d,d c i xPsa•I Ks ,, ' In -Mch , co-,r~- of bcjs.;v on, he.- �oyal v.,e -1, a X-'-f5r e4 1 '-rn-r. For readinF, end a boy j.. '-a tea,4- es ;, er rhzc in there - 96 differen-wa',- - siy d- w-rd A.-odern �te!lm;g of [he xhassl. Ind an !Igef'6 'n7 o'w L;e.hy.ncd. 91, 5',Vds iIr L_'. a sw!, cL-L Tier, Ni -0, pi— 22I)PP 5--d Kirg.- R-i- Vef•e, Reya Lntnn sp-& . -rctlh- nt am ashram in ind+a, she chose: Li-t Ind he,-IF7 She .1- has a plvn: •vijo- in 'rigks- -,iT Uc' 4 and 'rnak.• her Inc, ,, and b,rir i '4-w' blact, oEh,r h,F if klrs,�-df Id,' ',flng the summer aft=rhig- sch-i at die Pishi Kan- ..h­ in MtF he, cousin A-nd; Isderini-'.not the plan-L-Lil ,he . P. � -' 'a f'-- e .. g,y, ;dyir,b she's 1e'f ;.0,ern, .9 t-,V,! la PA,,� n. I-ndf hIddvi C L.'11 7e '+r - IroLind, AZa:-r he.t betr-'rId-17 Ra,,,n 7,-- -b-he -h- -,,here she --p,-IIVfzl's I r c�-- -i+ nTraq , huddi- riiromak-'" break; -- r6A= as -55i: -23- ., Ry. %[I-,.!,e- 1r, the D—, -. 'ai z5 in 7-e a-d -. - =-z V-dee 1eF Rz,C, -.-I -es -1 Lp, -.h, re-? 9uer.rrn -- r-., rn,haz she w,-. rf rode Wr ohn <[ ,, - 7 env --A f"' c'f Hind--r53,th ii---k—,m ' th, book f-t­ a di- - --f S-ppie--th equally zii--- -.-- a 1--y dr- -t'MS Orange County 012-CO30883-MS Part 5 Page 14 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 2. Access: • Annotations plus full -text reviews from ten journals • Custom lists provided through the TIPS, FASTips and Collection Builder services • Specialty lists built for public libraries • Link to your library's holdings • MARC on -order records • Order History to view item status • Invoices 3. Build: • Your own selection lists and orders • Selection lists to be shared with others in your library • Local notes for others in your library to see 4. Manage: • All selection lists, including shared and special • User access, determined by your administrators • Prevention of duplicates according to your preferences ® Grids —create templates and revise at your convenience 5. Order: • With grids reflecting your branch/location codes, collection codes, item types, and funds • Directly via the Web • Import records into the library's ILS for EDI ordering • Access the order history for all of your accounts Orange County 012-0030883-MS Part 5 Page 15 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 Additional Bibz Features & Functionali Sort sequence: Titles in search results and lists default to Title/Author sequence and can be resorted according to your preference. 2. Duplicate check':n : Bibz provides automatic duplicate checking against all your lists and orders. Icons indicate whether the title is in another list or on a submitted order. In addition, these icons link directly to Duplicate Detail screens. Duplicate check options are also available when adding a title to a list. The user can set the preference for the level of duplicate checking (e.g. do not alert on duplication, check for duplicates in the target list by ISBN, check for duplicates in all lists by ISBN, etc.). In addition to these features, it is also possible to check duplicates for an entire list. 3. Library Holdings interface: When viewing your selection lists through Bibz an "H" icon will serve as an indication that the title is in the Library's public catalog. There are two types of holdings interfaces available in Bibz: Smart Holdings Interface: if your Symphony system is Z39.50 enabled, "Smart Holdings" will automatically search every title on your selection list and only display the © icon for ISBNs that have been; verified to be in your catalog. Clicking on the Icon will connect you to the title in your online catalog. Classic Holdings Interface: If your Symphony system is not Z39.50 enabled, clicking on the © icon which appears next to every title in Bibz will execute an ISBN search in your catalog and display the title when found. 4. GridTem fates: Bibz allows predefined grid templates to be applied to a single title to as many as 100 titles with a single click. These grid templates may have an unlimited number cf order lines. Typically there would be one order line per branch. The order lines can indicate location, collection, item type, and fund information. A single list (aka cart) can contain up to 5,000 items and 50,000 order lines. Bibz Grid Management will allow the library to create an unlimited number of grid templates at no charge. 5. Fxpenditurg Reports Generate expenditure reports by fund and location. 6. Administrative functions: Users can be designated as administrative or non -administrative. Administrative users are empowered to-- * Create and remove users and assign new passwords Grant user access privileges for assignment of accounts/processing profiles, branches, and funds, as well as order submission ® Create families and assign membership in thosefamilies ® Set grid values and create grid templates, assigning them to specific users ® System settings allow the interfacingto your Integrated Library System for holdings lookup Orange County 012-0030883-MS Part 5 Page 16 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 7. Brief on -order record oi3tions, Bibz.com provides brief on -order records with item level information through the Download MARC Records function within a list. Records may be downloaded for orders according to your needs. Save them to your local computer or deliver to your ILS UP site. Our flexible MARC mapping tool enables us to customize your on -order bibliographic records and item records. Brodart enters the accounts, processing profiles, and branch locations. The library would contra! the values that are loaded for the grids for collection codes, item types, and funds. There is not a limit to the number of funds that can be entered. 8. _order History: Access all of your orders submitted to Brodart, regardless of the order source. A summary is provided indicating item status. Orders may be searched and sorted to provide quick reference of specific details. Each order can be Opened to show title level detail with current status information such as shipped, in process, hack ordered, cancelled, etc. Wallows you to download brief MARC records for orders submitted online. Bibz Order History Screen Search1}ype: it Orders _; Iides Fnsvic GOMM cv Product: BOOKS&A4 --__ _ !_-- Search For: Date: Past]41hm71s f-1-1 17Lvichurp Iierus T1 Ere Found dErTMn t. Acnon: Uearate?rtm ettt::?13}' •�- - Order Date'V Order End V Owner A Order Name_• Order No. Status PONurtibet A �0.6-:6I181uef>cure[ D„_'016 04"':2016 7CIPRL�S7 �a�rd \3ltet Ls� 114'?9 uOSF7. ai>:L• btesa.. letmatkeLn¢ 11 1] 2015 0107'_016 Tr3RM' ; . alML: C:L OSFD ALAILNI Search Iotah Iides: >76 Caucel: Quantity-: 647 Shipped: 6-I` Open: 0 IremList: Item Net. SiG:387a3 SE.1'9'_' In Process: 0 Reserved: 0 V15: S0.00 On Order: 0 S3H: St1.00 \1p: 0 On Hold: 0 Torah S8.173.75 ProductA Service A Trtiesi Shkppedr NYP+ Cdneeh Ob Ndid: Orde' 4. _A order Source_A Oty _-7rocc_wlkli Onorda: i185Yrvsu ;a%iPiice . ,Items Onh- 10 BOOKS Dalu?e 20 a5 Items Onv .. ---14 - -- - 14 - 0 _ 0 .. 0 BOOKS Ocbne -4 In addition, you are able to view and print invoices by clicking on the radio button for "Invoices" in the Order History screen. You can search for a specific invoice number, ISBN/EAN, purchase order number, packing slip number or account number. Invoices: Access your POE invoices from Order History SEARCHHOME ORDER HISTORY icwrh Irpe: Orders . Parchase Order•- InvoiceNumber: Number: - — - - -_ — Packing Slip FSB1!>✓�tilC PC:. \umber. Intl: _ihlll.•rif[a oEi•_ _ --- _ [S,IlLrtetd Invoices►vmFouud Bill Io Account `lumber: Ship Io Account '-Number: Acrioa: GewatePriutFsiedd �PDF ► "Purchase to Document Date • Order Packing Slip ♦ Bill To Number Ship To Number r View Document invoice Number W Document Number ♦ Number - - _ ' B5134_7 9J-}IO?3 - - - 10;614597000 -20202 4=0'0'6 cril B51:4217 9 0908 _ 1013'2617 17D�TM7 104614596000 420202 4202026 35_134671 ;9440415 J0'18?017 F$IATi)04 10�615fSEg0 42020'_ — i 4_'0.0_6 Page 17 Orange County 012-CO30883-MS Part 5 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 PLACING ORDERS Brodart will set up accounts for your library based on your specifications and provide as many accounts as required. You may add new accounts, delete old accounts, or change the name and address information at any time. Multiple ship -to accounts will be linked to the appropriate bill -to account. Each ship -to account will include a five -line address which includes the Orange County DO# and account number. The information will link to related cataloging and processing specifications. Separate accounts will be set up for the current and upcoming fiscal year so that the library can order materials for the correct fiscal year billing cycle. Thus separate invoices will be issued according to the fiscal year for which the items were ordered, Selections in Bibz can be merged and sent as one central order. Brodart will separate, process and ship the orders to the appropriate branch. Separate invoices will be issued for each shipping location (branch). Funds will be tracked for each branch and the library will be notified when the fund spending threshold has been reached. Rush accounts can be established for ordering materials that are time -sensitive. Advanced orders can be placed 6 months or more before publication date. Orders for special events can be monitored by your Account Manager to ensure on -time delivery for your event. Brodart offers a number of methods for submitting orders: Submit your order directly to Brodart through Bibz, Brodart's online collection, development and ordering tool. Import on -order records from Bibz in a format developed especially for your Symphony system. You can import on -order records directly into your system with or without the distribution information. On -order records are typically used to create a purchase order in the ILS. ® Submit orders directly to Brodart from Symphony. Brodart fully supports X12 or EDIFACT formatted electronic business transactions including purchase orders, order acknowledgements, and invoices. ® Fax orders to 800.999.6799. ® Telephone orders by calling 800.474,9802. ® E-mail orders to bookscs@br.odart.com, * Mail orders to Brodart Co. Books & Library Services, 500 Arch Street, Williamsport, PA 17701. BRODART SYSTEM INTERFACES Brodart has long-standing relationships with every major integrated library system vendor including SirsiDynix. We continuously work with all of these ILS vendors to manage existing interfaces and develop new functionality when the opportunity arises. We currently have Orange County 012-CO30883-MS Part 5 Page 18 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 established interfaces with each integrated library system for acquisitions, invoicing, collection development and cataloging. We fully support EDI ordering as well as EDI invoicing. Our interfaces include: EDI Ordering — Brodart has the ability to receive orders created in Symphony and return EDI order acknowledgements to update the ILS. ® 9XX ordering -_Brodart also has the ability to upload on -order records with or without 9XX order information from Blbz to Symphony. In addition, item level information received in enriched EDI orders is utilized for both cataloging and processing to meet library's customized requirements. Invoicing Services — For orders placed via EDI, electronic invoices can be generated and posted to our FTP site for immediate download. Prins invoices can also be mailed to the address designated by the library. ® Collection Development Services — Brodart's selection lists can be loaded into your Symphony system. o Cataloging Services — Brodart has developed interfaces with all of the major ILS systems for all levels of our automated and customized cataloging services. Cataloging records as well as holdings records can also be customized to meet your Symphony requirements. ODDER FULFILLMENT Brodart stocks materials according to public library demand. Material can be ordered 6 months or more prior to publication date. Items ordered pre -publication or not in Brodart's inventory will be ordered immediately from the appropriate publisher. Our order fulfillment system places orders with all publishers on a daily basis. in order to provide the fastest possible service to our libraries, we do not require minimum order quantities and we do not accumulate customer orders to meet a minimum order quantity. This policy allows us to fill 85% of all customer back orders in 3 vveel<s, with overall fill rates of greater than 98% of available titles. 1. Street Dates Brodart understands the importance of receiving pre -publication materials prior to street release date. Our policy is to catalog, process and ship books immediately upon receipt from the publisher. As a result, the library should receive popular titles prior to street date. Please note shipment of pre -published titles is dependent upon when these titles are received at Brodart from the publisher. Because these items arrive at the library on or before the street release date, we ask that our customers have policies in place to ensure that they are not released to the public prior to this date. The street release date will be clearly identified on your packing list. Orange County 012-CO30883-MS Part 5 Page 19 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 2. Packaging and Marking of Shipments Each carton will weigh no more than 25 pounds. Cartons are labeled with the account type and the number of cartons in the shipment, so that when they arrive at the library the account type can be clearly identified. The shipping label includes the account name, purchase order number and packing slip number and is applied to the top of each box. We take special care when packing your order. Brodart's boxes are made of heavy corrugated cardboard and are extremely durable. Larger items are packed first, then smaller ones and are packed spine -to- spine to prevent damage. The number of items, their thickness, and weight determine the size of the box used for packaging. Boxes are filled with thin newspaper -type packing paper. Self-adhesive shipping labels are applied to the top of every box. Boxes are sealed with tape that is constructed of paper, string, and glue. Boxes within a shipment are numbered (i.e. 1 of 6, 2 of 6, etc.) and indicated on the top of each box. 3. Shipping and Deliver Brodart's single inventory location in Williamsport, Pa. enables us to fill orders quickly and efficiently. Shipments will be sent via UPS or FedEx F.O.B. destination from our warehouse to the branch libraries. 4. Advanced Shipping Notification Brodart is able to support a library's Advanced Shipping Notification (ASN), carton -level receiving process which provides efficiencies to the library by eliminating the scanning of individual items. The library's ILS system must support the ED! 856 ASN standard protocol. For libraries set up with ASN Brodart will scan each item on a packing slip into a carton(s). Once packing is complete an EDI 856 ASN-compliant transaction file is generated and a carton label is printed with a corresponding SSCC (Serial Shipment Container Code) barcode (see carton label image below — SSCC barcode outlined in red). The SSCC barcode number matches to the ASN transaction file. Upon shipment Brodart will transmit an EDI 856 ASN transaction file to the library. Upon receipt, with a scan of the SSCC barcode on the carton label, all the items in the box are marked as received in the 0 l '11[!� NNIFF111 103.356,.oa, CONTINW, IONS QEPAR-M NT VdW35 ABC PUBLIC LIBRARY $RANCH USPAPL ACC :1BRARM 3745 PUBLIC. LIBRARY WAY MILAy.S ORT PA 1T701 us + aG r $007ST- ` I A.0M4 PLE.5 RUSH.^J�I;• ER'; SSCC IOC rhGq?cF1.11h^4`.30Cv=< library's ILS system. There is no need for item -by -item Carton label with an SSCC Barcode for ASN scanning. This process speeds the time -to -shelf for items Receiving received by the library. Orange County 012-CO30883-MS Part 5 Page 20 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 MANAGEMENT REPORTS Brodart offers a number of management reports to help keep you informed of your order status. Customized reports can also be generated upon request to your Account Manager. 1. Packin 51i Brodart's packing slip, which includes the title, author, ISBN, quantity shipped, customer purchase order, and list price of each item, is packed in the last carton of every shipment. The carton indicates that a packing slip is enclosed. This packing document shows a control number, which can be matched with a corresponding invoice. 2. Confirmation Re art Confirmation of titles ordered as firm orders or standing orders can be supplied to the library when orders are entered. The Confirmation Report will include the author/editor, title, ISBN, list price, discount, extended price, and status (not yet published, out of print, must order direct) and is available via e-mail or FTP. The confirmation reports are generated by account number, and titles will be arranged alpha by author or by title. Orders transmitted via EDI will receive an EDI acknowledgment within an hour stating the status of each item ordered. 'Web site orders transmitted through Bibz, Brodart's online collection development and ordering tool, will receive same -day order status information. 3. Ors -Order Title Status Report Brodart offers a number of options for reporting order status information. The Order History tab in Bibz allows the library to access not only orders that have been submitted through Bib%, but also orders submitted to Brodart via EDI, telephone, or any other order method. A summary is provided indicating current status (entered, booked or closed). Orders may be searched and sorted to provide quick reference of specific details. Each order can be opened to shovv title level detail with current status information such as shipped, in process, back ordered, cancelled, etc. This can be used in place of or in conjunction with confirmation, status and cancellation reports. If preferred, the library can receive order status information via Brodart's On -Order Title Status Report. This report will identify, by account number, the status of outstanding titles on order. This report includes the ISBN, quantity ordered, author, title, customer purchase order number, list price and order date. The On -Order Title Status Report is available weekly, monthly, or upon request via e-mail or FTP. 4. Fund Reports Fund reports can be sent to the library on a weekly or monthly basis so that staff can monitor expenditures for the collection. Brodart's Do -Not -Exceed (DNE) system provides accurate fund accounting for ail orders placed with Brodart. This system allows the library to specify the exact amount of money budgeted by branch, category or account type and will fulfill all orders up to, but not exceed the monetary limit. In addition to the budgeted amount for each defined category the Fund Report states the invoiced amount, backordered amount, cancelled amount and the total amount encumbered (ordered, backordered, in -process and invoiced). Brodart's DNE system will encumber items at the actual invoice price (net price of the item plus processing charges). This will provide Fund Orange County 012-CO30883-MS Part 5 Page 21 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 Reports to ensure the cost of the collection does not exceed the budgeted amount. 5. Cancellation Re o Brodart can automatically cancel backorders 60 days after the date the order was received. We notify all libraries of cancellations on a title -by -title basis. The Cancellation Report will include the ISBN, quantity ordered, author, title, list price, purchase order number, and the reason the title was cancelled. Cancellation reports are available weekly or monthly via e-mail or FTP. 6, Statements Brodart customers receive monthly statements only when there is a balance due on their account. This statement includes the account's billing address and Brodart bill -to account number. It also includes the invoice number, item date, purchase order number, item amount, and balance owed. CUSTOMER SUPPORT At Brodart, the sale does not end with delivery of the product. We value an ongoing, supportive relationship with your library. Our Customer Care staff is happy to answer any of your questions or provide any additional information you may need. Your Account Manager is available by calling Brodart's toll -free number 800.474.9802, Brodart responds to all inquiries vvithin 24 hours. 1. Quality Control Brodart's come-nitment to quality is vital to all we do. This is reflected in the flexibility of our services. We believe that quality begins and ends with our customers and we strive to always satisfy ,your needs. Our automated conveyor system uses state-of-the-art technology to transport and manage orders through the production area. This warehouse management system monitors the status and location of every order at every moment throughout the process, minimizing errors and maximizing service time. Once production has begun, our quality control staff will ensure that your specifications are met. Brodart goes to great lengths to ensure the accuracy of our cataloging, linking and physical processing. Our goal is to ensure that our staff has a full understanding of your specifications and local practices and is always informed if your specifications are changed. Quality control checks occur throughout our process to make certain your specifications are met. Checkpoints include data entry, picking, title checking, stamping, jacketing, labeling and packing. Materials are also inspected for publisher defects and when found are rejected and returned to the publisher. Our goal is to provide our customers with the highest quality service in the industry. This commitment is rooted in our values and is essential to our success. Orange County 012-CO30883-MS Part 5 Page 22 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 2. Credits and Returns When the occasional issue occurs with this highly manual process we're happy to offer a credit or a no charge replacement as follows: Any item received darnaged, defective, or not as ordered (wrong title supplied, short shipment, etc.) will be replaced or a credit will be issued. Freight costs for these returns will be covered by Brodart. All vendor errors will be handled in this manner. Requests to return items for any other reason will be handled on an individual basis. While we make every attempt to satisfy our customers regarding defective items, we ask that items showing normal wear and tear not be returned. Authorization from your Account Manager is necessary prior to returning any item(s). II. INVOICING SPECIFICATIONS: Describe how each item listed in the scope of work invoicing specifications is met. If a specification cannot be met, provide a brief explanation. Invoices and Payment invoices are available in paper or electronically via e-mail or FTP. Our invoices include the title, author, lSBN, publisher, published date, quantity, list price, discount, unit price, extended price, value added service charges and appropriate sales tax as well as your purchase order number and Document Order number. Cataloging and processing charges can be either billet on a separate invoice or listed on an item invoice as a separate line item. EDI formatted invoices are available for orders sent to Brodart In an EDI formatted purchase order transaction. Brodart offers a number of invoicing options: an invoice to match every packing slip ® a consolidated daily invoice a consolidated weekly invoice a consolidated monthly invoice Separate invoices can be issued for each shipping location (branch). Separate accounts will be set up for the current and upcoming fiscal year so that the library can order materials for the correct fiscal year billing cycle. Thus separate invoices will be issued according to the fiscal year for which the items were ordered. Fund Reports will be provided and will include the budgeted amount, backorder amount, invoiced amount, balance, number of items invoiced, number of items cancelled, number of items backordered and number of items in process for each branch. Our payment terms are net 30 days from the date of the invoice. A monthly statement will be sent to the library when there is a balance due on your account. Orange County 012-CO30883-MS Part 5 Page 23 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 III. CATALOGING SPECIFICATIONS: Describe how each item listed in the scope of work invoicing specifications is met. If a specification cannot be met, provide a brief explanation. Brodart's librarians are completely committed to book -in -hand cataloging. Our comprehensive, accurate MARC records are created to meet your library's unique cataloging and classification requirements. To meet the requirements in your RFP we are suggesting our Compleat cataloging service which is designed to get books on the shelves quickly and easily. This cataloging service is currently in use for the Orange County Public Libraries. COMPLEAT CATALOGING SERVICES Brodart's premier Compleat service provides material -in -hand cataloging and processing. Our professional team provides expert service to ensure your library's specifications are followed down to the smallest detail. This personalized service offers the assistance of an experienced team to work with your Technical Services Department to profile and maintain your local cataloging, classification, processing and account requirements. Your team includes a project manager, an account manager, a cataloging services librarian and a collection development librarian. Our Compleat service includes: * Catalogers searching the library's database via Z39.50 to locate existing records Full- level Brodart Resource Records Book -in -hand analysis to verify and customize cataloging and classification Maximize the value of grid templates to incorporate your local collection codes and other acquisitions data * MARC record and call number modification to meet your local practices in Attachment .A, Scope of Work Item records and local call number mapped to the tags and subfields required by Symphony ® Spine label formatted to your specifications ® Guaranteed full -level MARC and item records for every item received ® MARC and linked item records delivered electronically via FTP or e-mail ® Update library holdings to OCLC 4D Physical processing customized to your specifications Brodart's Compleat cataloging and processing service provides book -in -hand cataloging and item level processing for English and Spanish -language material. Brodart will access your cataloging database via Z39.50. Our cataloging workflow begins with Brodart searching your database to determine if a matching bibliographic record is present. If a matching bibliographic record is found in the database, Brodart will use Z39.50 functionality to save the record to a local file. Your local 092/099 tag will be used to create a call number for added copies. A 949 holdings tag will be Orange County 012-CO30883-MS Part 5 Page 24 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 created for each item being added to the collection following Symphony's MARC holdings tag mapping requirements. When new cataloging is required, catalogers will review, modify, and upgrade existing bibliographic records or provide original cataloging to meet your local cataloging practices. A local call number in the 092/099 tag and a 949 holdings tag will be created for each item being added to the collection following Symphony's MARC holdings tag mapping requirements. After cataloging has been completed, all bibliographic records with holdings data will be saved to files which will be available to the library via FTP or email. Records will be Unicode U T F8 format. An email notification will be sent to library personnel so the records can be retrieved and loaded into your database. These files will be posted once a day on the same day the materials are shipped. In addition, Brodart can update your holdings with OCLC if desired. Brodart Cataloging Standards The Library of Congress is our primary resource for MARC records. When a Library of Congress record is not available, we create an original cataloging record. You can be assured that you will receive full - level, high quality cataloging records for your material. All of our original cataloging records are created according to National rules and standards. We base our descriptive cataloging on RDA (Resource Description and Access) and the accompanying Library of Congress -Program for Cooperative Cataloging Policy Statements (LC-PCC PSs) or AACR2r (Anglo-American Cataloging Rules; 2nd edition: revised) and accompanying Library of Congress Rule Interpretations. When an RDA record is available, we accept and modify the record according to RDA, when an AACR2r record is available, we accept and modify the record according to AACR2r. When both an RDA record and an AACR2r record are available, we will choose the RDA record and modify the record according to RDA. If no record is available, we catalog according to RDA. In addition, we use Library of Congress Subject Headings, latest edition, Dewev Decimal Classification, 23rd edition, MARC 21 specifications and Guidelines on Subject Access to Individual Works of Fiction, Drama, Etc, (GSAFD, 2nd Edition). We adhere to the Library of Congress rules for both MARC format and authority control, Our original cataloging records also incorporate the following Brodart standards ® All names and subjects are authorized. A brief annotation in a 520 tag is provided for titles Brodart classifies as Juvenile or Young Adult Fiction or Nonfiction. ® A contents note in the 505 tag is provided for all short stories, play collections and volume sets. ® An age and/or grade level in the 521 tag is provided when it appears on the book. ® Subject Headings in the 6XX tags can include your choice of o Library of Congress Adult subject headings for Adult titles o Library of Congress Children's subject headings for Juvenile and Young Adult titles Orange County 012-CO30883-MS Part 5 Page 25 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 o One or more Bilindex subject headings for Spanish and Spanish bilingual material IV. PROCESSING SPECIFICATIONS: Describe how each item listed in the scope of work invoicing specifications is met. If a specification cannot be met, provide a brief explanation. PHYSICAL PROCESSING SERVICES Brodart's processing options provide libraries with the industry's most comprehensive and versatile range of physical processing services to follow each account's exact specifications. Physical processing for Orange County Public Libraries will include: Barcode labels ® Spine labels ® Author letter labels for counting, boardbooks, readers, picture books and mass market paperbacks ® Genre and Classification labels as specified in Attachment A, Scope of Work ® Branch/Property label * Taped jackets for books with a dust jacket ® Label protectors for books with no dust jacket ® BrodartGuard paperback reinforcement IT Pocket for accompanying items Paperback Reinforcement Services Brodart's BrodartGuard and BrodartConvert reinforcement processes give you guaranteed paperback protection that is fast, easy, and affordable. Paperbacks ordered through Brodart can easily be reinforced or converted to hard covers using either of our affordable techniques. Brodart's in-house service protects your paperbacks without delaying your initial order. Your paperbacks are processed quickly and shipped with the rest of your items, saving you the time and expense of preparing separate purchase orders or receiving separate shipments. Both BrodartGuard and BrodartConvert processes are available for paperbacks ordered with or without additional cataloging and processing options. Brodart paperback reinforcement services: are easy to order —simply indicate on your order the paperbacks you would like to have reinforced. have no minimum order requirements. ® feature bindings that are individually handcrafted to ensure quality workmanship. ® have been perfected over 30 years of successful use. ® are guaranteed to your satisfaction. If you receive a book and the bind quality is unacceptable, you may return the book for replacement as long as the book is available from the publisher. Orange County 012-CO30883-MS Part 5 Page 26 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 1. BrodartConvert Brodart's BrodartConvert service will stretch your book budget dollars by prolonging the life of your paperback books. The process uses the original paper cover of books at least %" thick, laminated onto heavy binder board and rebound with strong, permanently flexible glue. The result is a book with hardcover durability for a little more than the cost of a paperback. BrodartConvert is guaranteed to your satisfaction. 2. BrodartGuard BrodartGuard reinforces a paperback book using a 10-mil laminate to increase circulation durability. The one-piece process includes a 2-mil spine section to allow flexibility in movement and prevention of bubbling as seen in similar processes. The crystal clear, 100% optical clarity material and non -yellowing adhesive keeps the cover art attractive and bright. BrodartGuard is guaranteed to your satisfaction. 3. Turtleb k biindin Turtleback's high -quality bindings significantly extend the life of a book by using the finest materials and processes in the industry, More durable double -fan adhesive or sewn binding replaces the publisher's original binding. The publisher's colorful, illustrated paperback cover is scanned, digitized, and reprinted to produce new cover sheets that are wrapped around heavy hardback board. A lifetime guarantee on workmanship and materials accompanies the binding of every Turtleback book. Turtleback's growing collection of titles contains over 8,000 of the most popular titles for children and adults including Picture Books, Beginning Readers, Chapter Books, Middle Grade, Young Adult, Graphic Novels, Juvenile Nonfiction, Literature, Adult Fiction, Adult Nonfiction, Reference, Spanish. Easily access Turtleback's title collection through Bibz. Orange County 012-0030883-MS Part 5 Page 27 DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 ATTACHMENT B COMPENSATION/PAYMENT INSTRUCTIONS I. Compensation: This is a usage Contract between the County and Contractor for purchase of printed library materials, as set forth in Attachment A and A-1, "Scope of Work". The OC Public Libraries does not guarantee a minimum quantity of orders and will place order on an "as -needed" basis. The Contractor agrees to accept the specified compensation as set forth in this Contract as full payment for performing all services and furnishing all staffing and materials required, for any reasonably unforeseen difficulties which may arise or be encountered in the execution of the services until acceptance, for risks connected with the services, and for performance by the Contractor of all its duties and obligations hereunder. The Contractor shall only be compensated as set forth herein below for work performed in accordance with the Scope of Work. The County shall have no obligation to pay any sum in excess of fixed prices specified herein unless authorized by amendment in accordance with Articles C — Amendments and P- Changes. Total Annual Contract amount shall not exceed 55.000.000.0.0. II. Payment Terms - Payment in Arrears: Invoices are to be submitted in arrears to the user agency/department to the ship -to address, unless otherwise directed in this Contract. Vendor shall reference Contract number on invoice. Payment will be net 30 days after receipt of an invoice in a format acceptable to the County of Orange and verified and approved by the agency/department and subject to routine processing requirements. The responsibility for providing an acceptable invoice rests with the Contractor. Billing shall cover services and/or goods not previously invoiced. The Contractor shall reimburse the County of Orange for any monies paid to the Contractor for goods or services not provided or when goods or services do not meet the Contract requirements. Payments made by the County shall not preclude the right of the County from thereafter disputing any items or services involved or billed under this Contract and shall not be construed as acceptance of any part of the goods or services III. Payment -Invoicing Instructions: The Contractor will provide an invoice on the Contractor's letterhead for goods delivered and/or services rendered. Each invoice will have a number and will include the following information: a. Contractor's name and address b. Contractor's remittance address, if different from 1, above c. Contractor's Taxpayer ID number d. Name of County agency/department e. Delivery/service address f. Contract Number — MA-012-22010343 g. Date of service/order h. Service description i. Shipping & Handling, if applicable j. Sales tax, if applicable k. Total County of Orange Original Contract MA-012-22010343 Page 29 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 Billing Address: All invoices must be mailed and bill to: County Administration South Building Attn: OCCR/Accounts Payable 601 N. Ross Street 6"' Fl. Santa Ana, CA 92701 Incomplete or incorrect invoices are not acceptable and will be returned to the Contractor for correction. Invoices shall be included in each shipment or send to the ship to address. IV. Payment (Electronic Funds Transfer [EFT]): The County of Orange offers Contractors the option of receiving payment directly to their bank account via an Electronic Fund Transfer (EFT) process in lieu of a check payment. Payment made via EFT will also receive an Electronic Remittance Advice with the payment details via e-mail. An e-mail address will need to be provided to the County of Orange via an EFT Authorization Form. To request a form, please contact the agency/department Deputy Purchasing Agent listed in the Contract. Upon completion of the form, please mail, fax or email to the address or phone listed on the form. V. Taxpayer ID Number: The Contractor shall include its taxpayer ID number on all invoices submitted to the County for payment to ensure compliance with IRS requirements and to expedite payment processing. County of Orange Original Contract MA-012-22010343 Page 30 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 tip 1 2 3 4 5 ATTACHMENT C PRICING SHEET WITH THE EXCEPTION OF THE APPLICABLE CALIFORNIA STATE SALES TAX, PRICES SHALL BE INCLUSIVE OF ALL COSTS INCLUDING FREIGHT / DELIVERY / SHIPPING & HANDLING CHARGES AND PROFIT. Description Trade riarcacover Paperback Mass Market Paperback Reinforced Binding Large Print Price Quote List Price Less 47.3 List Price Less 41.5 List Price Less 41.5 List Price Less 25.5 List Price Less 47.3 11 0 0 6 Technical, Educational & Scientific Editions Last Price Less 70 7 Shelf Ready Cataloging/Processing $3.60 per book g Mylar Rook Jacket Covers $0.60 per book 9 Kapco Easycover or Equivalent (for reinforcing $1.95 per book paperbacks) 10 Additional Items/Charges (specify) N/A Items on which Brodart receives minimal or no discount and / or the publisher requires prepayment may be discounted at the non -trade discount (11.0%) or invoiced at the publisher's list price. Please see Brodart Pricing Proposal for more detailed information. County of Orange Original Contract MA-012-22010343 Page 31 of 31 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials DocuSign Envelope ID: 85813D13-C988-407D-B813-593168504340 ATTACHMENT D CONTRACTOR'S RESPONSE TO RFP-012-CO30883-MS Intentionally Left Blank County of Orange Original Contract MA-012-22010343 Page 32 of 32 OCCR/OC Public Libraries BRODART Company FF# C030887 Printed Library Materials