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THIS PROPOSAL SUBMITTED ON BEHALF OF
BRODART
Brodart Co.
500 Arch Street
Williamsport, PA 17701
800.233.8467
City of Scottsdale
REQUEST FOR PROPOSAL: NO. 21RP008
LIBRARY PRINT AND AUDIOVISUAL MATERIALS
Response Due: November 5, 2020 at 2:00 PM
Brodart Books & Library Services
500 Arch Street, Williamsport, PA 17701
P: 570•326•2461 F: 570•651•1639
October 30, 2020
City of Scottsdale
Purchasing Department Front Desk, 2nd Floor
Scottsdale Corporation Yard Building
9191 E Salvador Dr.
Scottsdale, AZ 85258
RE: RFP #21RP008, Library Print and Audio Visual Materials
DUE: November 5, 2020 @ 2:00 P.M.
Dear Ms. Ingles:
Brodart is pleased to provide this document in response to the City of Scottsdale’s request for
proposal for Library Print and Audio Visual Materials for a three-year period with the option to
renew for two additional one-year periods. We have reviewed the RFP and fully understand the
needs and requirements of the Scottsdale Public Library. Brodart is bidding on LOT A – Print
Materials.
For over 80 years Brodart has been the premier supplier of circulation-ready materials to public
libraries. We are a full-service library company that delivers carefully vetted selections of cataloged
and processed titles. Today Brodart offers book leasing through our McNaughton Lease program,
state-of-the-art online tools, bibliographic services and consulting exclusively to public libraries.
Demonstrating our ongoing commitment to being the best supplier of shelf-ready print material,
Brodart has once again set the standard for custom cataloging by launching a revolutionary line of
cataloging and processing services which is superior to anything in the industry:
•
In 2011 Brodart launched “Flex” to deliver a missing level of cataloging service to a major
section of the public library market – offering the highest level of customization available
in an automated solution.
•
In 2015 Brodart launched a new “Compleat Service” with a new methodology in order to
offer more options and faster service to our public library customers.
Brodart is responding to this RFP with our Compleat Cataloging methodology as it will meet all of
your requirements for all of your collections.
Our Brodart Requirement Evaluation Team took the liberty of further evaluation of the Scottsdale
RFP requirements in conjunction with the spectrum of cataloging services Brodart offers. We often
take these extra steps in an effort to further provide cost savings options to the library for further
consideration beyond what is normally requested in an RFP. Brodart offers a full spectrum of
services and it’s not uncommon for us to find areas of a collection that can be handled in a
complimentary level service offering faster delivery and/or significant cost reduction without
sacrificing requirements. In our evaluation we focused primarily on your Adult Fiction
requirements and found our Flex Service would be a perfect fit. There are other collections that at
first glance could fit within Flex however we would need additional information or have some
additional questions.
We have many customers who take advantage of our Flex Service in conjunction with our Compleat
Service to expedite delivery of material and as a cost saving measure to reduce cataloging costs
across the collection. Flex has the most flexible, robust and impactful programming available in the
industry today and enhancements are added on a daily basis to meet our customers’ customized
requirements. We often recommend a mix and match of services between Compleat Service and
Flex to help assist the library with saving money and taking full advantage of our complete
spectrum of shelf ready services.
For questions about our products and services, please contact Deena Reynolds, Library Services
Consultant, by calling 800.233.8467, ext. 6379 or e-mailing Deena.Reynolds@brodart.com.
Questions related to our bid response or notification of award should be directed to Lori Copp at
800.233.8437, ext. 6233, 500 Arch Street, Williamsport, PA 17701 or bookbids@brodart.com.
Brodart’s partnerships with libraries are built on experience, trust, and communication. We
appreciate this opportunity to submit our proposal for your consideration and request an official
tabulation of competitive bidding.
Sincerely,
Lori Gray
Director of Sales
Lori Gray
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ISSUING AGENCY – CITY OF SCOTTSDALE
FORMAL REQUEST FOR PROPOSAL
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
CRITICAL DATES
PROPOSAL SUBMITTAL DUE:
QUESTIONS DUE:
2:00 P.M., LOCAL TIME, NOVEMBER 5, 2020
2:00 P.M., LOCAL TIME, OCTOBER 28, 2020
SUBMITTAL RECEIPT AND OPENING
SEALED SOLICITATION SUBMITTALS WILL BE RECEIVED until the time and date stated above in
the CRITICAL DATES section of the solicitation, at the Purchasing Department Front Desk, located on
the second floor of the Scottsdale Corporation Yard Building at 9191 E. San Salvador Dr., Scottsdale,
AZ 85258. All submittals must be date and time stamped at the Purchasing Department front
desk on or before the submittal receipt time and date. LATE SUBMITTALS WILL NOT BE
ACCEPTED. In order to accommodate current social distancing guidelines, the Purchasing office will
conduct a Microsoft Teams Live Stream meeting for the public to view the scheduled bid openings
online. To attend this meeting, visit us online by clicking the following link Live Bid Opening 21RP008
INFORMATION REQUESTS
Requests for any information relating to this solicitation should be directed to the purchasing
staff listed below:
Karie Ingles, CPPB
Bid & Contract Specialist
480-312-5744
kingles@scottsdaleaz.gov
Bidders shall not contact any City of Scottsdale employee, officer, or director other than purchasing
regarding this solicitation until after the award of a contract. Any such unauthorized contact may result
in bidder being disqualified from further consideration.
INSTRUCTIONS TO BIDDERS AND
GENERAL TERMS AND CONDITIONS
The Instructions to Bidders and General Terms and Conditions for formal solicitations, are listed as
attachments A and B as outlined below and shall be downloaded by prospective Bidders as part of the
solicitation.
Attachment A - Formal Solicitation Instructions to Bidders (current version at time of posting).
Applies to all formal Invitation for Bids (IFB) and Request for Proposals (RFP).
Attachment B - Formal Solicitation General Terms and Conditions (current version at time of
posting). Applies to all formal Invitation for Bids (IFB) and Request for Proposals (RFP).
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TABLE OF CONTENTS
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
SECTION 1 - INTRODUCTION
A. Intent
B. Pricing
SECTION 2 – STATEMENT OF NEED
A. Offeror Inventory
B. Offeror Service Capabilities Questionnaire
SECTION 3 – SPECIAL TERMS AND CONDITIONS
SECTION 4 – EVALUATION CRITERIA
A. Evaluation Criteria
SECTION 5 – SUBMITTAL PREPARATION REQUIREMENTS
SECTION 6 – REQUIRED FORMS
A. Offer and Acceptance Form
B. Pricing Proposal Form
C. References
D. Subcontractor List
E. Bidder Questionnaire-Company Information
F. Bidder General Disclosure Form
G. Bidder Litigation Disclosure Form
SECTION 7 – ATTACHMENTS
A. Instructions to Bidders
B. General Terms and Conditions
SECTION 8 - EXHIBITS
A. Scottsdale Public Library – Cataloging & Processing Vendor Manual
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SECTION 1 - INTRODUCTION
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
A. INTENT
The intent of this Request for Proposal (RFP) is to establish multiple sources of supply for books and
audio visual materials to be used as circulating and reference materials at Scottsdale Public Library
This RFP is for books and audio visual materials and corresponding value added services and does
not encompass e-materials, periodicals or other library resources such as databases. The Library
intends to have the contractor(s) provide shelf-ready value-added services including cataloging and
processing for most of the purchases. The shelf ready materials will be cataloged and processed by
the contractor(s) in accordance with Exhibit A: Scottsdale Public Library Cataloging and Processing
Vendor Manual. The City intends to award contracts to multiple vendors that can satisfy the Library’s
requirements at the time orders are placed. The Library’s orders will be allocated among contracted
vendors based upon inventory availability, quality of cataloging and processing, turnaround time and
price. For any items or services not able to be satisfied by Awardees, the City reserves the right to
utilize any publisher, dealer, or distributor outside of any award made from the solicitation.
The Scottsdale Public Library system consists of four libraries. The Library’s physical collection
includes more than 365,000 items. All items purchased will be delivered FOB, inside delivery, to the
loading dock of Civic Center Library, 3839 N. Drinkwater Blvd. Scottsdale, AZ 85251.
The Library’s estimated FY20/21 budget for this contract is expected to range between $300,000 -
$500,00. The FY19/20 annual budget was $600,000; however due to the 2020 pandemic budgets
have been reduced and future budgets are uncertain at this time. Therefore, this information is not to
be construed as a guarantee from the City to purchase this amount of library materials annually,
rather, it is an estimate to aid the Offeror in the preparation of this bid and internal planning.
Only those Offerors with experience and expertise in the sale of materials to library will be considered.
The financial scale and importance of this contract requires that proposals be submitted from Offerors
who are established wholesale suppliers with current urban public library accounts. Contractors must
have proven operational results and performance ability. The Library uses Innovative Interfaces’
Polaris integrated library system (ILS) and the contractor’s acquisition processes must
integrate with Polaris via EDI for an offeror to be considered for this contract.
Pricing quotes for print and audio visual materials have been separated into Lots. Lot A is for print
materials and Lot B is for audio visual materials. Various categories of print and audio visual materials
are listed within the specifications. An Offeror is not required to offer all categories. Offerors may
submit a proposal for Lot A and/or Lot B.
B. PRICING
The Offeror is encouraged to offer additional pricing for related items, products and services, which are
not specifically addressed as line items in this Solicitation but are directly related to print and non-print
library materials. A description of these additional products and services with pricing should be noted
separately within the Offeror’s submittal document. Please include services such as leasing, buy-back
programs and authority control. If leasing services are available, the quote should be based on a
purchase of 4,000 copies annually.
Pricing shall be calculated as a percentage discount applied against publisher retail price list (i.e.
twenty-five percent [25%] off of list price). The discount structure quoted by the Offeror shall be
applicable during the entire term of the contract, including all applicable extensions. The prices listed
on the Pricing Proposal Form pages MUST reflect the pricing discount structure contained within this
solicitation.
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SECTION 2 – STATEMENT OF NEED
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
A. OFFEROR INVENTORY
Provide the number of titles and corresponding quantities currently in stock for each of the categories
below at the single primary warehouse location that would serve our account.
LOT A - Print Materials
1.0
Material
Number of Titles
Available
Number of
Corresponding
Quantities Available
1.1
Adult and Teen Hardcovers (including Library
Binding)
1.2
Adult and Teen Paperbacks
1.3
Juvenile Hardcovers (including Library Binding)
1.4
Juvenile Paperbacks
1.5
Spanish Language titles (Adult and Juvenile)
LOT B - Audio Visual Materials
2.0
Material
Number of Titles
Available
Number of Corresponding
Quantities Available
2.1
Audiobooks
2.2
Blu-rays
2.3
DVDs
2.4
Music CDs
LOT A and LOT B - Print and Audio Visual Materials
3.1
What percentage of your online catalog is available, on average, in your warehouse?
3.2
If an order is placed for an item not currently in the warehouse, what percentage are filled
within 6 months?
COMPANY NAME: ______________________________________
NO BID
22,800
253,000
25,700
225,000
19,500
128,000
15,500
64,000
6,800
87,000
Brodart orders from our publishing partners on a daily basis for any title not in stock – we do not require minimum purchases in an effort to order larger quantities from our publishing partners which
can often result in delayed publisher ordering and delivery. Because of our close proximity to the major publishers in New York and the surrounding area we take pride in our ability to order and
receive much faster than our competitors who have warehouses further away.
85% of our in-stock titles are fulfilled within three months. 98% of our out-of-stock titles are fulfilled within 120 days.
Brodart Co.
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B. OFFEROR SERVICE CAPABILITIES QUESTIONNAIRE
Listed below are the vendor service capabilities desired to meet the needs of the Scottsdale Public
Library. Please mark “Yes” or “No” to indicate if you can satisfy each listed criterion. Please explain all
exceptions in comments section.
1.0
Contractor Sales Support
1.1
Contractor will assign a sales associate to our account to facilitate communication and problem
resolution.
Yes
No
Comments:
1.2
Comprehensive explanation and training (as needed) on all upgrades, changes and
improvements of contractor tools used by the library.
Yes
No
Comments:
1.3
Contractor staff to meet in person with Scottsdale Public Library staff upon request.
Yes
No
Comments:
2.0
Interoperability with Polaris Integrated Library System
2.1
Do you currently provide integrated electronic acquisitions and cataloging services for at least 3
libraries that use Polaris?
Yes
No
Comments:
2.2
Any specialized software required by contractor to interface with Polaris will be supplied to the
Library at no cost.
Yes
No
Comments:
3.0
Selection and Ordering Tool
3.1
Contractors inventory/ordering tool shows complete bibliographic information for current and
forthcoming inventory.
Yes
No
Comments:
3.2
Inventory/ordering tool provides accurate, real time, title availability.
Yes
No
Comments:
COMPANY NAME: ______________________________________
Bibz
Brodart Co.
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3.0
Selection and Ordering Tool
3.3
Inventory/ordering tool provides current inventory data.
Yes
No
Comments:
3.4
Inventory/ordering tool includes duplicate check capability across SPL user accounts and
previous orders.
Yes
No
Comments:
3.5
Inventory/ordering tool allows online creation and modification of orders.
Yes
No
Comments:
3.6
Online access to library order history.
Yes
No
Comments:
3.7
Online access to invoices
Yes
No
Comments:
3.8
Online access to order details at the title level including shipment status.
Yes
No
Comments:
3.9
Contractor will provide free unlimited, simultaneous access to all Scottsdale Public Library
selectors and other appropriate staff to the inventory/ordering tool.
Yes
No
Comments:
3.10
Contractor will maintain multiple order accounts based on various funding or processing
requirements.
Yes
No
Comments:
3.11
Profile driven selection lists will be provided at no charge as requested.
Yes
No
Comments:
COMPANY NAME: ______________________________________
Brodart Co.
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3.0
Selection and Ordering Tool
3.12
If requested, contractor will provide a minimum of one annual in-person training session to library
staff on using the Contractor’s inventory system at one of our libraries.
Yes
No
Comments:
3.13
Technical support available M-F 8:00 a.m. to 5:00 p.m.
Yes
No
Comments:
3.14
Timely notification of any new releases/upgrades to inventory system, and assistance in their
implementation.
Yes
No
Comments:
3.15
Print material only: Inventory/ordering tool includes ability to check ISBN in SPL library catalog
Yes
No
Comments:
COMPANY NAME: ______________________________________
Brodart Co.
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4.0
Ordering & Receiving
4.1
Ability to rush / prioritize orders
Yes
No
Comments:
4.2
Ability to accept electronic transmission of orders via EDIFACT, email or FTP from Polaris.
Yes
No
Comments
4.3
Confirmation of electronic order via email that includes purchase order numbers and titles.
Yes
No
Comments:
4.4
Provide brief order records that can be downloaded into Polaris.
Yes
No
Comments
4.5
Automatic cancellation of back orders 270 days after date order was received from Scottsdale
Public Library.
Yes
No
Comments:
4.6
Overall fill rate, for each year of the contract, to be at least 85% of displayed inventory for all
items ordered.
Yes
No
Comments:
4.7
Supply at least 80% of all items back ordered and available from the publisher, within 270 days
of receipt of Scottsdale Public Library order.
Yes
No
Comments:
4.8
Print material only: Ability to automatically supply best sellers delivered by the publisher’s
release/street date.
Yes
No
Comments:
4.9
Print material only: Ability to provide pre-selected standing order series titles on an auto-
shipment plan.
Yes
No
Comments:
COMPANY NAME: ______________________________________
Brodart Co.
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5.0
Invoicing & Shipping
5.1
Invoices will include each of the following fields:
Vendor Name
“Bill to” and “Ship to” name and address
Remit to Address
Purchase order number or individual title order number
Invoice Date/Number
Description and date service/work (ordered/completed)
Reference/link to packing slip
Title
Author
Binding (hardcover, paperback, library binding, etc.) – for print materials only
Number of copies
List price of title
Discount percentage
Discounted cost for material
Itemized list of all charges (quantity, description, unit pricing per the contract)
Net total cost for all copies of material
Processing and cataloging cost for materials listed on invoice
Total Invoice Amount
Yes
No
Comments:
5.2
Electronic transmission of invoices to the library that interfaces with Polaris and utilizes
EDIFACT standard.
Yes
No
Comments:
5.3
Each packed box will weigh no more than 30 pounds.
Yes
No
Comments:
5.4
All multiple carton shipments will clearly have cartons labeled on the side of the carton so
Scottsdale Public Library staff can discern a complete shipment. Carton containing the invoice
must be clearly marked.
Yes
No
Comments:
5.5
Packing lists are required if an invoice is not included in the shipment. Packing lists will include:
Title
Quantity
ISBN, if applicable
“Bill to” and “Ship to” addresses.
Yes
No
Comments:
COMPANY NAME: ______________________________________
Brodart Co.
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5.0
Invoicing & Shipping
5.6
Boxes will contain materials from only one invoice.
Yes
No
Comments:
5.7
All materials will be delivered FOB, inside delivery, to the loading dock of Civic Center Library in
Scottsdale, AZ 85251.
Yes
No
Comments:
5.8
Shipping included at no cost to the City of Scottsdale from primary and at least one secondary
warehouse if more than one warehouse is utilized by vendor.
Yes
No
Comments:
5.9
Contractor will maintain an annual 98% rate of accuracy (e.g. materials shipped represent the
order received) and completeness (e.g. all materials appearing on the invoice/packing list are
shipped) throughout the life of the contract.
Yes
No
Comments:
5.10
Print material bids only: Invoices for print materials will be listed in alphabetical order by author
Yes
No
Comments:
5.11
Print material only: Shipments of pre-release orders will arrive at Scottsdale Public Library
processed on or prior to the street release date.
Yes
No
Comments:
5.12
Print material only: Street dates will be included in shipment paperwork for applicable
materials
Yes
No
Comments:
5.13
Audio visual material only: Invoices for non-print materials will be listed in alphabetical order
by title
Yes
No
Comments:
COMPANY NAME: ______________________________________
No Bid A/V material.
Brodart Co.
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6.0
Cataloging & Processing
6.1
A MARC order record will be provided free of charge for each firm order at the time the order is
placed.
Yes
No
Comments:
6.2
OCLC Full MARC Records will be used as the primary source of records. SPL will provide
access if needed.
Yes
No
Comments:
6.3
If non-OCLC records are used, they will conform to current U.S. cataloging (including RDA)
standards.
Yes
No
Comments:
6.4
Ability to temporarily postpone cataloging library materials any time vendor is unable to access
and download OCLC records.
Yes
No
Comments:
6.5
Ability to view the Library’s current bibliographic database so that the item to be cataloged can be
matched against the Library’s collection.
Yes
No
Comments:
6.6
Ability to attach holdings in OCLC.
Yes
No
Comments:
6.7
Ability to customize cataloging and processing according to local Library practices.
Yes
No
Comments:
6.8
Ability to provide MARC catalog records electronically with appended holdings data that can be
loaded, indexed, and retrieved by Polaris.
Yes
No
Comments:
COMPANY NAME: ______________________________________
Brodart Co.
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6.0
Cataloging & Processing
6.9
Ability to provide library processing services including but not limited to:
Jacket covers
Property stamps
Stickers
RFID tags and overlays. (affixed and programmed)
Application of spine and barcode labels
Yes
No
Comments:
6.10
Ability to follow Library specific processing standards. See included manual.
Yes
No
Comments:
6.11
Vendor provided barcodes will meet library scanning requirements or a suitable replacement will
be used.
Yes
No
Comments:
6.12
Ability to accommodate reasonable changes to cataloging and processing specifications without
additional charges.
Yes
No
Comments:
6.13
After 60-day learning period from date of contract signing, contractor will be required to maintain
an error rate not to exceed 3% semi-annually for cataloging and processing combined.
Yes
No
Comments:
6.14
Contractor will implement appropriate training and/or corrective action in response to Library
reported cataloging and processing errors.
Yes
No
Comments:
6.15
Audio visual material only: Media will be delivered in circulation-ready packaging with original
container art and program materials included.
Yes
No
Comments:
6.16
Audio visual material only: Ability to provide digitized media processing.
Yes
No
Comments:
COMPANY NAME: ______________________________________
No Bid A/V Materials
No Bid A/V Materials
Brodart Co.
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7.0
Credits & Returns
7.1
Contractor will provide full credit for cataloging and processing charges for reported errors that
exceed more than 3% of the items in a shipment.
Yes
No
Comments:
7.2
Full credit provided for returns if an item was ordered based on inaccurate data in the
inventory/ordering tool.
Yes
No
Comments:
7.3
Defective volumes or discs from multi-part sets may be returned for full credit or replaced for free
within one year of purchase, even if items have circulated.
Yes
No
Comments:
7.4
Prepaid shipping labels will be provided to the Library for all authorized returns.
Yes
No
Comments:
7.5
Credit memos (not account credits) will be issued for all returns.
Yes
No
Comments:
7.6
Credit memos will include reference to original order invoice number.
Yes
No
Comments:
COMPANY NAME: ______________________________________
Brodart Co.
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8.0
Reporting
8.1
Ability to provide a monthly report indicating the status of current unfilled orders.
Yes
No
Comments:
8.2
Ability to provide a cancellation report showing orders with an expired term or cancelled for
another reason.
Yes
No
Comments:
8.3
Ability to provide a report showing items on back order.
Yes
No
Comments:
8.4
Ability to provide a quarterly performance report which includes order fulfillment rate and order
turnaround time.
Yes
No
Comments:
COMPANY NAME: ______________________________________
Brodart Co.
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9.0
Offeror Samples
Please provide a sample of each of the following. Each sample MUST be identified with
offeror’s name and the RFP date. Samples will not be returned.
9.1
For print material only: Book with Mylar jacket including barcode, spine label and 3M RFID tag
Sample provided:
Yes
No
Comments:
9.2
For print material only: Vendor MARC record for a book
Sample provided:
Yes
No
Comments:
9.3
For audio visual material only: Digitized processing for DVD including case, barcode, spine
label and 3M RFID overlay
Sample provided:
Yes
No
Comments:
9.4
For audio visual material only: Digitized processing for a music CD including case, barcode,
spine label and 3M RFID overlay
Sample provided:
Yes
No
Comments:
9.5
For audio visual material only: Digitized processing for an audiobook including case with CD
pockets, barcode, spine label and 3M RFID overlay
Sample provided:
Yes
No
Comments:
9.6
For audio visual material only: Vendor MARC record for a DVD
Sample provided:
Yes
No
Comments:
9.7
For audio visual material only: Vendor MARC record for a music CD
Sample provided:
Yes
No
Comments:
9.8
For audio visual material only: Vendor MARC record for an audiobook
Sample provided:
Yes
No
Comments:
COMPANY NAME: ______________________________________
No Bid, A/V Material
No Bid, A/V Material
No Bid, A/V Material
No Bid, A/V Material
No Bid, A/V Material
No Bid, A/V Material
Brodart Co.
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SECTION 3 - SPECIAL TERMS AND CONDITIONS
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
1.
ACCEPTANCE / AGREEMENT
Contractor shall act under the authority and approval of the Contract Administrator for the City,
further named herein, to provide the services required by this Contract.
If for any reason the Offeror should fail to accept in writing, any conduct by Offeror which
recognizes the existence of a Contract/Agreement pertaining to the subject matter hereof shall
constitute acceptance by Offeror of the Contract/Agreement and all of its terms and conditions.
Any terms proposed in Offeror's acceptance of City's Contract which adds to, varies from or
conflicts with the terms herein are hereby rejected by the City. Any such proposed terms shall be
void and the terms herein shall constitute the complete and exclusive statement of the terms and
conditions of the Contract/Agreement between the parties.
2.
CONTRACT ADMINISTRATION
The Contract Administrator for the resulting contract shall be the Library Senior Manager, Support
Services, or designee.
The Contract Administrator, as identified in the Statement of Need shall audit the billings, approve
payments, establish schedules, approve addenda to the contract, and generally be responsible
for overseeing the execution of the contract.
3.
DELAYS AND EXTENSIONS
During the course of this Contract, if deemed in the best interest of the City of Scottsdale, an
extension of time may be granted. However, any time extension so granted shall not constitute
or operate as a waiver by the City of Scottsdale of any of its rights herein.
4.
FREIGHT
All shipments of goods covered under the scope of this Contract are F.O.B. City of Scottsdale.
All standard freight and/or delivery charges shall be included in the unit pricing quoted/bid herein.
The only allowable freight and/or delivery charges shall be if the Contract Administrator
specifically requests other than standard freight and/or delivery (e.g., overnight delivery, etc.).
Special freight charges shall be quoted to and authorized by the Contract Administrator prior to
invoicing.
5.
INSURANCE REQUIREMENTS
Insurance Representations and Requirements
General
Contractor agrees to comply with all applicable City ordinances and state and federal laws and
regulations.
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Without limiting any obligations or liabilities of Contractor, must purchase and maintain, at its own
expense, this Contract’s stipulated minimum insurance with insurance companies properly
licensed by the State of Arizona (admitted insurer) with an AM Best, Inc. rating of B ++ 6 or above
or an equivalent qualified unlicensed insurer by the State of Arizona (non-admitted insurer) with
policies and forms satisfactory to City of Scottsdale. Failure to maintain insurance as specified
may result in termination of this Contract at City of Scottsdale’s option.
No Representation of Coverage Adequacy
By requiring the insurance stated in this Contract, the City of Scottsdale does not represent that
coverage and limits will be adequate to protect Contractor. City of Scottsdale reserves the right
to review any and all of the insurance policies and/or endorsements required by this Contract but
have no obligation to do so. Failure to demand any evidence of full compliance with the insurance
requirements stated in this Contract or failure to identify any insurance deficiency does not relieve
Contractor from, nor may it be construed or considered a waiver of Contractor’s obligation to
maintain the required insurance at all times during the performance of this Contract.
Coverage Term
All insurance required by this Contract must be maintained in full force and effect until all work or
services required to be performed under the terms of this Contract are satisfactorily performed,
completed and formally accepted by The City of Scottsdale, unless specified otherwise in this
Contract.
Claims Made
In the event any insurance policies required by this Contract are written on a “claims made” basis,
coverage shall continue uninterrupted throughout the term of this Contract by keeping coverage
in force using the effective date of this Contract as the retroactive date on all “claims made”
policies. The retroactive date for exclusion of claims must be on or before the effective date of
this Contract and can never be after the effective date of this Contract. Upon completion or
termination of this Contract, the “claims made” coverage shall be extended for an additional three
(3) years using the original retroactive date, either through purchasing an extended reporting
option; or by continued renewal of the original insurance policies. Submission of annual
Certificates of Insurance, citing the applicable coverages and provisions specified herein, shall
continue for three (3) years past the completion or termination of this Contract.
Policy Deductibles and or Self-Insured Retentions
The policy requirements may provide coverage which contains deductibles or self-insured
retention amounts. Any deductibles or self-insured retention are not applicable to the policy limits
provided to City of Scottsdale. Contractor is solely responsible for any deductible or self-insured
retention amount. City of Scottsdale, at its option, may require Contractor to secure payment of
any deductible or self-insured retention by a surety bond or irrevocable and unconditional letter
of credit.
Use of Subcontractors
If any work under this Contract is subcontracted in any way, Contractor must execute a written
agreement with Subcontractor containing the same Indemnification Clause and Insurance
Requirements as stated in this Contract protecting City of Scottsdale and Contractor. Contractor
will be responsible for executing the agreement with Subcontractor and obtaining Certificates of
Insurance verifying the insurance requirements.
Evidence of Insurance and Required Endorsements
Before starting any work or services under this Contract, Contractor must furnish City of
Scottsdale with Certificate(s) of Insurance, or formal endorsements as required by this Contract,
issued by Contractor’s insurer(s) as evidence that policies are placed with acceptable insurers as
specified in this Contract and provide the required coverage, conditions, and limits of coverage
and that this coverage and the provisions are in full force and effect. If a Certificate of Insurance
is submitted as verification of coverage, City of Scottsdale will reasonably rely upon the Certificate
of Insurance as evidence of coverage, but this acceptance and reliance will not waive or alter in
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any way the insurance requirements or obligations of this agreement. If any of the above cited
policies expire during the life of this Contract, it is Contractor’s responsibility to forward renewal
Certificates within ten (10) days after the renewal date containing all the aforementioned
insurance provisions. Certificates must specifically cite the following provisions endorsed to the
Contractor’s policy:
1.
City of Scottsdale, its agents, representatives, officers, directors, officials and employees must
be named an Additional Insured under the following policies:
a)
Commercial General Liability
b)
Auto Liability
c)
Excess Liability - Follow Form to underlying insurance as required.
2.
Contractor’s insurance must be primary insurance as respects performance of subject
contract.
3.
All policies, except Professional Liability Insurance, if applicable, waive rights of recovery
(subrogation) against City of Scottsdale, its agents, representatives, officers, directors,
officials and employees for any claims arising out of work or services performed by Contractor
under this Contract.
4.
If the Contractor’s receives notice that any of the required policies of insurance are materially
reduced or cancelled, it will be Contractor’s responsibility to provide prompt notice of same to
the City, unless such coverage is immediately replaced with similar policies.
Required Coverage
Commercial General Liability
Contractor must maintain “occurrence” form Commercial General Liability Insurance with a limit
of not less than $1,000,000 for each occurrence, $2,000,000 Products and Completed Operations
Annual Aggregate, and a $2,000,000 General Aggregate Limit. The policy must cover liability
arising from premises, operations, independent contractors, products-completed operations,
personal injury and advertising injury. If any Excess insurance is utilized to fulfill the requirements
of this section, the Excess insurance must be “follow form” equal or broader in coverage scope
than underlying.
6.
INVOICING
All invoices submitted for work done under the scope of this Contract MUST BE ITEMIZED.
Itemized invoices shall contain a MINIMUM of the following information as stated above in Item
5.0 Invoicing & Shipping.
The Contractor shall submit invoices with all supporting documentation within thirty (30) days after
the service/work is completed and approved by the Contract Administrator.
7.
MULTIPLE AWARDS
If deemed to be in the City of Scottsdale’s best interests, the City reserves the right to award
multiple Contracts as a result of the solicitation process.
8.
PRICE ESCALATION
Price for services such as cataloging, and processing shall be listed on the Pricing Proposal Form
as a set cost per item. Prices quoted by the Offerors shall be applicable during the entire initial
term of the Contract.
A change in pricing for services such as cataloging and processing shall be requested by the
Contractor, a maximum of sixty (60) days prior to the annual anniversary date of the Contract.
Failure to do so may result in the denial of any increase requested.
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A requested price increase will become effective only after approval by the Contract Administrator
and the Purchasing Director or designee. Approved price increases will be applied to the unit
pricing in the Contract as a percentage increase.
The percentage increase in the unit pricing may not exceed the percent in the U.S. City Average
“Consumer Price Index” (C.P.I.) All Items, 1982-84=100 for All Urban Consumers for the
Percentage Change from the previous twelve (12) months, as published by the U. S. Department
of Labor Bureau of Labor Statistics. This can be found at: www.bls.gov/cpi/
A change in pricing for print and audio visual materials may be requested by the Contractor, sixty
(60) days prior to the annual anniversary date of the Contract. The ONLY allowable change in
pricing shall be an update of the publisher retail price list. The price sheet structure MUST remain
the same and the ONLY change the Contractor can request in regard to pricing is to replace the
previous publishers retail price list. No change to the discount percentage shall be allowed.
Updated price list sheets will become effective upon the new contract period. Failure to request
a price sheet change in the timeframe specified herein may result in the denial of any increase
requested.
9.
PRICING
Pricing shall be listed on the Pricing Proposal Form. Prices quoted by the Offeror shall be
applicable during the entire initial term of the Contract.
For reasons of clarity all submissions of pricing shall be priced in the same unit (size, volume,
quantity, weight, etc.) as requested on the Pricing Proposal Form herein. Offerors failing to
comply with this requirement may be declared non-responsive.
All charges associated with this Contract MUST be shown on the Pricing Proposal Form returned
by the Offeror or other supporting documentation. Any charges not listed on the Pricing Proposal
Form or supporting documentation submitted with the Offeror’s proposal response shall not be
allowed during the Contract period and any applicable extensions.
Unit prices quoted herein shall be all inclusive and include all pertinent additional fees normally
associated with this type of service. This shall include, but not be limited to, environmental fees,
shop supplies, clean-up, transportation, etc. No additional charges beyond the quoted unit price
(except applicable sales tax) shall be allowed, unless authorized by the Contract Administrator
before final invoicing.
Unit prices quoted shall be applicable for any quantity ordered by the City of Scottsdale or
differentiated on the Pricing Proposal Form or other supporting documentation.
10.
PURCHASING PROCEDURE
All orders require a City of Scottsdale purchase order that will be communicated by phone, fax or
e-mail. No parts or commodities or work shall be rendered/are to be delivered without the
issuance of a City of Scottsdale purchase order. Any invoices received from the Contractor
without a City of Scottsdale purchase order number, referenced on the invoice, may remain
unpaid.
All shipments from the Contractor shall contain a priced packing slip or invoice. Shipments will
be checked in by City Staff only. All priced packing slips must match the final invoice sent to the
City of Scottsdale’s Accounts Payable department.
11.
QUANTITY
The Library’s estimated FY20/21 budget for this contract is expected to range between $300,000
- $500,000 for both library print and audio visual materials.
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Actual purchases will vary based on the needs of the City. Actual service requests, and service
requests for future years may be more or less, and any quantities listed herein should be used for
informational purposes only.
The Items herein are indicative to the types and quantities of library print and audio visual
materials currently utilized by the City of Scottsdale. The list is not to be construed as the
complete inventory utilized by the City of Scottsdale and is not to be construed as requiring the
City of Scottsdale to purchase any specific items or quantities. The list of items and quantities as
stated on the Pricing Proposal Form are furnished to aid the Bidder in internal planning and as a
basis of award.
12.
TERM OF AGREEMENT
The initial term of this Contract shall be a three (3) year period from the effective date of the
contract award.
The City and Contractor may mutually agree to extend this Contract for two (2) additional one (1)
year periods, upon the recommendation of the Contract Administrator, concurrence of the
Purchasing Director and/or City Council, depending on the Contract.
13.
THIRD PARTY BENEFICIARY
Nothing under the Contract Documents will be construed to give any rights or benefits in the
Contract Documents to anyone other than the City and the Consultant, and all duties and
responsibilities undertaken in accordance with the Contract Documents will be for the sole and
exclusive benefit of the City and the Consultant and not for the benefit of any other party.
14.
UNPREDICTABLE MARKET CHANGE
In the event of an unpredictable change in the market, which affects the then current Contract
price, Contractor may submit justification for a price adjustment. Contract Administrator and
Purchasing Director shall review justification and determine applicable price adjustment. Upon
return to normal market conditions, the price will be adjusted to the price established by the
original Contract terms.
The Purchasing Director shall be the final authority on any price adjustment due to unpredictable
market change.
15.
WARRANTY REQUIREMENTS
All workmanship and materials provided under the scope of this solicitation shall be warranted for
a MINIMUM of twelve (12) months or as identified in the Statement of Need.
ALL WARRANTIES SHALL START FROM THE CITY OF SCOTTSDALE IN SERVICE DATE.
All warranty items/issues/concerns shall be resolved at no charge to the City of Scottsdale. This
shall include, but not be limited to, parts, labor, freight, travel, etc. All warranty
items/issues/concerns shall be resolved within a time frame determined by the Contract
Administrator.
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SECTION 4 – EVALUATION CRITERIA
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
A. EVALUATION CRITERIA
GENERAL
After receipt of all proposals, each submittal shall be screened to determine if any shall be deemed non-
responsive. Unsigned proposals, incomplete proposals, non-conformance with mandatory requirements,
etc., may result in the determination of non-responsive.
Subsequent to the initial review, all remaining proposals shall be reviewed by the Proposal Evaluation
Committee.
PROPOSAL EVALUATION
All responsive proposals shall be evaluated by the Proposal Evaluation Committee using the weighting
and criteria listed below. The recommendation for contract award will be made to the responsible Offeror
whose proposal is determined to be the most advantageous to the City when applying the following
criteria and weighting.
The following is the weighting of criteria that will be used to review the proposals:
DESCRIPTION
WEIGHTING
Pricing
35%
Offeror Service Capabilities including exceptions to the service capabilities
25%
Firm Qualifications / References
20%
Offeror Inventory / Samples
15%
Exceptions
5%
TOTAL
100%
The following items may be used by the Proposal Evaluation Committee to evaluate each proposal
submitted:
1. Cost factors associated with performing the work required by the contract.
2. The Offeror’s demonstrated experience on similar types of projects, including satisfactory
reference checks relating to past work relationships, past performance on projects of similar
scope and size, level of knowledge, reliability, flexibility and ability to meet project deadlines.
3. The ability and willingness of the Offeror to meet or exceed the specifications and standards of
this solicitation and Offeror’s understanding and perceived perception of the scope of work
contained herein.
4. The content and quality of the Offeror’s proposal and other presentation materials.
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SECTION 5 – SUBMITTAL PREPARATION REQUIREMENTS
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
Offerors are not required to return a copy of the solicitation and/or any addenda issued by the City of
Scottsdale, with your proposal. Please review the submittal requirements below for the list of information
to be included with your proposal.
It is preferred that all submittals be prepared on 8½” X 11” paper and printed on one (1) side only. Foldout
pages should be kept to a minimum. Offerors are reminded that the Evaluation Committee’s ability to
evaluate the proposals is dependent upon the organization, detail and readability of the submittal
documents. A clear, complete and adequate response is very important. Please format your response
to correspond with the areas listed below in the order they are listed below.
To constitute a valid responsive bid by the Bidder to this solicitation, the Bidder’s submittal MUST include
a MINIMUM of the following and the REQUIRED FORMS:
Firm and Staff Qualifications
The Offeror shall submit a Firm and Staff Qualifications document which illustrates the Offeror’s
understanding of the objectives of this solicitation, as well as the qualifications, experience,
training and other credentials that illustrate the Offeror and employee’s abilities to successfully
complete the scope of work represented in this solicitation.
The Firm and Staff Qualifications documents shall include, at a MINIMUM, the following items:
Offeror’s document shall contain a synopsis of the firm’s history, including a statement
indicating the length of time the Offeror has been doing business with urban public library
accounts within and outside the Phoenix/Scottsdale Metropolitan area.
Offeror’s document shall demonstrate previous experience performing work similar to the
size and scope of the work identified herein.
Offeror’s document shall demonstrate an understanding of the goals identified herein for
this contract and provide a basic overview for the accomplishment of these goals.
Offeror’s document shall identify the key issues and potential obstacles with respect to the
scope of work identified herein. Offer’s documents should provide a basic methodology to
address and overcome all identified issues and obstacles.
Offeror’s document shall contain a comprehensive description of all services that shall be
provided.
Offeror’s document shall contain an organizational chart that identified key project personnel
by name, title and contact information.
Offeror Services Capabilities Questionnaire (COS Form)
Offeror shall fully complete and submit with proposal Offeror’s Services Capabilities
Questionnaire including any exceptions to the City’s requirements for service capabilities. All
exceptions shall be clearly explained. Reference the corresponding Scope of Work/Services or
Specifications that the Offeror is taking exceptions/deviations to.
Offeror Samples
Offeror shall provide samples for the items indicated in the Scope of Work herein. Each sample
must be marked with offeror’s name and the RFP date.
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Offeror Inventory
Offeror shall fully complete and submit with proposal Offeror’s Inventory form provided herein.
Exceptions – Offeror shall include all exceptions taken in regard to the terms and conditions as
specified in this solicitation document, any award documents, or attached contracts. All
exceptions taken by the Offeror shall be clearly defined and the changes requested clearly
identified in their submittal document. Exceptions taken by the Offeror shall be used in the
evaluation process. If the Offeror does not indicate exceptions in their submittal document this
will signify to the City that the Offeror is in full agreement with all areas of the solicitation
document, attached award documents and contracts, and agree to all terms as stated.
REQUIRED FORMS – See next section of required forms. All required forms MUST be
submitted with your submittal.
Proposal/Proposal Copies – Offeror shall identify and submit one (1) unbound original with
ink signature and four (4) copies of the Offeror’s proposal (Proposal copies can be bound if the
Offer so desires).
In addition, Offeror may provide an electronic copy of the Offeror’s complete proposal. This
electronic copy shall be one (1) file, on a Compact Disc (CD) or Kingston Zip Drive, in Adobe®
Acrobat format (PDF), and be an electronic representation of the Offeror’s complete proposal
document (signature page, quotation page, sample documents, all attachments, brochures,
pamphlets, etc.).
NOTE:
“Please do not return a copy of the solicitation/addenda(s) with your proposal/submittal. Return only the
required documents as referenced on the Submittal Checklist.”
All submittals are to be completed on the City of Scottsdale (COS) forms without any alterations; failure
to do so may result in your submittal being rejected.
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SECTION 6 – REQUIRED FORMS
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
REQUIRED FORMS
Offer/Acceptance Document (COS Form) – Complete Offer portion of the document, signed
in ink.
Pricing Proposal Form (COS Form) – Fully completed Pricing Proposal Form(s).
References (COS Form) - Fully completed References Form.
Bidder Questionnaire Form - Company Information (COS Form) – Fully completed Bidder
Questionnaire Form Company Information
General Disclosure Form (COS Form) – Fully completed General Disclosure Form, signed in
ink.
Litigation Disclosure Form (COS Form) – Fully completed Litigation Disclosure Form, signed
in ink.
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PRICING PROPOSAL FORM
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
Offeror MUST indicate below, the discount percentage offered off of publishers’ list price for the listed
categories.
LOT A – PRINT MATERIALS
A1
Material Type
Discount
Percentage
Notes & Exceptions
A1.1
Hardcover books
A1.2
Trade paperbacks
A1.3
Mass market paperbacks
A1.4
Large Print
A1.5
Standing Order Titles
A1.6
Teen, hardcover
A1.7
Teen, (Publishers Library Binding)
A1.8
Teen, paperback
A1.9
Children’s books, hardcover
A1.10
Children’s books (Library Binding)
A1.11
Children’s books, paperback
A1.12
Graphic Novels
A1.13
Small Press
A1.14
Academic or University Press
A1.15
Technical and Reference
A1.16
Spanish Language, hardcover
A1.17
Spanish Language, paperback
A1.18
Non-Trade hardcover and paperback
A1.19
Other formats:
A1.20
List publishers for which you are unable to
provide a discount:
A1.21
List publishers for which you are the sole
source:
COMPANY NAME: ______________________________________
Exception for all discounts: Items on which Brodart receives minimal or no discount and / or the
publisher requires prepayment may be discount at the non-trade discount (13.9%) or invoiced at the
publisher's list price.
46.7%
Trade & Hardcover Reinforced
41.5%
41.5%
46.7% Trade Hardcover
41.5% Paperback
46.7% Trade Hardcover
41.5% Paperback
46.7%
Trade & Hardcover Reinforced
24.0%
41.5%
46.7%
Trade & Hardcover Reinforced
24.0%
41.5%
46.7% Trade Hardcover
41.5% Paperback
13.9%
Non-trade Hardcover and Paperback
13.9%
Non-trade Hardcover and Paperback
13.9%
Non-trade Hardcover and Paperback
46.7%
41.5%
13.9%
We do not have a list of publishers for which we are unable to provide a
discount.
None
Brodart Co.
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PRICING PROPOSAL FORM
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
Offeror shall indicate the price for the services listed below. If there are additional processing services not
listed below, the processing services and per item cost must be noted on a separate attachment to the
Offeror’s submittal document.
∗
If vendor does not offer bundled cataloging and processing pricing, please provide an itemized price
list of specific the cataloging and processing services listed below so a price comparison can be
completed.
LOT A – PRINT MATERIALS
A2
Processing Pricing
Cost Per Item
Notes /
Exceptions
A2.1 Applied barcode
$
A2.2 Cover barcode with label protector
$
A2.3 Applied spine labels
$
A2.4 Cover spine label with label protector
$
A2.5 Library stickers (genre, holiday, etc.)
$
A2.6 Mylar jackets on hardcover books
$
A2.7 Laminated covering of paperbacks
$
A2.8 Vendor provided 3M RFID tag, affixed and
programmed
$
A2.9 Property stamp on the top of the book
$
A3
Cataloging Pricing
Cost Per Item
Notes/Exceptions
A3.1
Copy Cataloging:
1)
Full OCLC MARC Record
2)
No custom editing
3)
Holdings attached in OCLC
4)
Downloadable into current & subsequent
Innovative Polaris releases
$ __________ Book
A3.2
Custom Cataloging:
1)
Full OCLC MARC Record
2)
Custom editing per local Library practices (per
addendum SPL Library Cataloging and
Processing Vendor manual)
3)
Holdings attached in OCLC
4)
Downloadable into current & subsequent
Innovative Polaris releases.
$ __________ Book
A4
Bundled Cataloging & Processing*
Cost Per Item
Notes/Exceptions
A4.1
Fully shelf ready processing and system ready
cataloging
Processing includes barcode with label protector,
vendor provided affixed and programmed 3M RFID
tag, one property stamp, spine label with protector,
New sticker if applicable and Mylar jacket.
$ __________ Book
COMPANY NAME: ______________________________________
BrodartGuard
Included in A4
Included in A4
3.65 per
Compleat Cataloging
& Processing. Also
includes OCLC
records, genre &
holiday labels, and
reference stamp.
Brodart Co.
Included in A4
Included in A4
Included in A4
Included in A4
Included in A4
Included in A4
1.90
Included in A4
Included in A4
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PRICING PROPOSAL FORM
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
Offeror MUST indicate below, the discount percentage offered off of publishers’ list price for the listed
categories.
LOT B – AUDIO VISUAL MATERIALS
B1
Material Type
Discount
Percentage
Notes & Exceptions
B1.1
Blu-ray
B1.2
DVD
B1.3
Music CD
B1.4
Spoken Word, Unabridged
B1.5
Other formats available / categories not
listed
Offeror shall indicate the price for the services listed below. If there are additional processing services not
listed below, the processing services and per item cost must be noted on a separate attachment to the
Offeror’s submittal document.
B2
Processing Pricing
Cost Per Item
Notes / Exceptions
B2.1
Applied barcode including hub sticker(s) for
media
$
B2.2
Cover barcode with label protector
$
B2.3
Applied spine labels
$
B2.4
Cover spine label with label protector
$
B2.5
Library stickers (genre, holiday, etc.)
$
B2.6
Vendor provided 3M RFID security overlay
(stingray style) on single sided DVD/CD,
affixed and programmed
$
B2.7
Replacement of original media case
$
B2.8
Digitized media processing for music CD,
audiobook, DVD and Blu-ray
$
B2.9
Non-digital media processing for music CD,
audiobook, DVD and Blu-ray
$
COMPANY NAME: _____________________________________
NO BID, A/V MATERIALS
Brodart Co.
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PRICING PROPOSAL FORM
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
Offeror shall indicate the price for the services listed below.
∗
If vendor does not offer bundled cataloging and processing pricing, please provide an itemized price
list of specific the cataloging and processing services listed below so a price comparison can be
completed.
LOT B – AUDIO VISUAL MATERIALS
B3
Cataloging Pricing
Cost Per Item
Notes/Exceptions
B3.1
Copy Cataloging:
1) Full OCLC MARC Record
2) No custom editing
3) Holdings attached in OCLC
4) Downloadable into current &
subsequent Innovative Polaris
releases.
$ __________ Audiobook
$ __________ Music CD
$ __________ DVD
B3.2
Custom Cataloging:
1) Full OCLC MARC Record
2) Custom editing per SPL practices
(per Exhibit A: SPL Library
Cataloging and Processing
Vendor Manual)
3) Holdings attached in OCLC
4) Downloadable into current &
subsequent Innovative Polaris
releases.
$ __________ Audiobook
$ __________ Music CD
$ __________ DVD
B3.3
Other Cataloging:
1) MARC record item tag field for
added copy
2) Other services available
$ __________ per item
COMPANY NAME: _____________________________________
NO BID, A/V MATERIALS
Brodart Co.
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PRICING PROPOSAL FORM
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
LOT B – AUDIO VISUAL MATERIALS
B4
Bundled Cataloging & Processing*
Cost Per Item
Notes/Exceptions
B4.1
Fully shelf ready non-digital processing
and system ready cataloging
Processing includes barcode with label
protector, vendor provided affixed and
programmed 3M RFID overlay on first
and last disc, one property stamp,
spine label with protector, New sticker
if applicable and Mylar jacket.
Cataloging includes full OCLC MARC
record, custom editing per SPL
practices, holdings attached in OCLC
and downloadable into Polaris.
$ __________ Audiobook
$ __________ Music CD
$ __________ DVD (single)
$ __________ DVD (multi)
B4.2
Fully shelf ready digital processing and
system ready cataloging.
Processing includes barcode with label
protector, vendor provided affixed and
programmed 3M RFID overlay on first
and last disc, one property stamp, spine
label with protector.
Cataloging includes full OCLC MARC
record, custom editing per SPL
practices, holdings attached in OCLC
and downloadable into Polaris.
$ __________ Audiobook
$ __________ Music CD
$ __________ DVD (single)
$ __________ DVD (multi)
COMPANY NAME: ______________________________________
NO BID, A/V MATERIALS
Brodart Co.
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PRICING PROPOSAL FORM
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
**TAXES
1.
Do not include any use, or federal excise tax in your bid. The City is exempt from the payment of
federal excise tax and will add use tax as applicable.
2.
Library Materials, per ARS 42-5159.A.12 are exempt from state use tax.
DELIVERY DESTINATION
Delivery Location: Civic Center Library, 3839 North Drinkwater Blvd., Scottsdale, AZ 85251
1.
Delivery terms are F.O.B. destination.
2.
Prices quoted herein are effective through completion of delivery against this Contract.
ADDENDA
The Bidder hereby acknowledges that his bid/proposal pricing is based on all of the addenda that were
issued by the City prior to the opening of this bid/proposal.
NO BID: If no bid please state reason:
____________________________________________________________________________
COMPANY NAME: ______________________________________
Although we can provide and process A/V materials, our expertise rests in the printed materials and services area.
Brodart Co.
Page 32 of 37
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COS RFP Template
REFERENCES
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
List minimum of three (3) Arizona customers for whom your company has provided service(s) of a similar
scope as this Request for Proposal, during the past three years. Include the length of any contracts
listed. Offerors may make multiple copies of this document as needed.
The following questions are asked to enable the evaluation team to assess the qualifications of Offerors
under consideration for final award. This information may or may not be a determining factor in award of
this solicitation.
Company Name: _____________________________________________________________
Company Address: ___________________________________________________________
City/State/Zip: _______________________________________________________________
Contact Person: _________________________ Telephone #:_________________________
Email: _________________________________ Length of Contract: ______________________
Type of Service Provided: ______________________________________________________
Company Name: _____________________________________________________________
Company Address: ___________________________________________________________
City/State/Zip: _______________________________________________________________
Contact Person: _________________________ Telephone #:_________________________
Email: _________________________________ Length of Contract: ______________________
Type of Service Provided: ______________________________________________________
Company Name: _____________________________________________________________
Company Address: ___________________________________________________________
City/State/Zip: _______________________________________________________________
Contact Person: _________________________ Telephone #:_________________________
Email: _________________________________ Length of Contract: ______________________
Type of Service Provided: ______________________________________________________
YOUR COMPANY NAME: ___________________________________________
Glendale Public Library System
5959 W Brown St
Glendale, AZ 85302
Tami Miller
623-930-3587
tmiller2@glendaleaz.com
18 years
Shelf-ready cataloging & processing services, leasing program
Maricopa County Library System
2700 N Central Ave
Phoenix, AZ 85004
Jeremy Reeder
602-652-3036
JeremyReeder@mcldaz.org
18 years
Shelf-ready cataloging and processing services
Phoenix Public Library System
1221 N Central Ave
Phoenix, AZ 85004
Hana Kapic
602-495-5403
hana.kapic@phoenix.gov
12 years
Shelf-ready cataloging and processing services
Brodart Co.
Page 36 of 37
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COS RFP Template
SECTION 7 - ATTACHMENTS
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
A. INSTRUCTIONS TO BIDDERS – Shall be downloaded as part of this solicitation
B. GENERAL TERMS AND CONDITIONS - Shall be downloaded as part of this solicitation
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COS RFP Template
SECTION 8 – EXHIBITS
LIBRARY PRINT AND AUDIO VISUAL MATERIALS
RFP #21RP008
Any Exhibits referenced in this solicitation are located in this Section.
A. Scottsdale Public Library – Cataloging & Processing Manual
RESPONSE TO RFP #21RP008
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 1
EXECUTIVE SUMMARY / EXPERIENCE
Brodart is the premier supplier of shelf-ready print material in the public library market. With over 80
years of experience in delivering quality, service and new concepts to the library market, Brodart is a
strategic partner and primary materials vendor to many public libraries. Our experience, library services
and references clearly demonstrate our ability to meet the City of Scottsdale’s requirements for shelf-ready
processed library books.
From title selection to shipping and delivery, we’ll take care of the details. Brodart’s team becomes
“your team” from start to finish helping ensure a successful outcome. We partner with you from the
start to evaluate your requirements and help define your specifications. Brodart recognizes that each
library is unique and that services should be tailored to meet your every need.
Inventory & Operations
Brodart provides a comprehensive range of books necessary to meet public library needs. For the past 80
years, Brodart has been 100% focused on satisfying public library requirements. It is because of this effort that
all of our inventory and production processes are designed to meet the unique needs of public libraries. Our
distribution facility manages annual public library demand for over five million items from more than 50,000
publishers. Our inventory includes public library relevant English and Spanish new releases and retrospective
titles for adult and children, research and technical materials, large print and small press titles.
Brodart strives to maintain high levels of print material across all collections and with a depth of titles and
quantities to meet public library needs including opening day collections. Brodart orders from our
publishing partners on a daily basis for any title not in stock – we do not require minimum purchases in an
effort to order larger quantities from our publishing partners which can often result in delayed publisher
ordering and delivery. Because of our close proximity to the major publishers in New York and the
surrounding area we take pride in our ability to order and receive much faster than our competitors who
have warehouses further away. We also count on these relationships to ensure that our inventory is fully
supported in a timely manner.
Brodart's purchasing profiles are specially formulated to meet the needs of the public library market. We
order material from publishers daily to ensure our customers receive their orders quickly and efficiently.
Our state-of-the-art fulfillment system ensures rapid turnaround time for all titles. Because we have all
our resources centralized in one location, we can efficiently and effectively process, fill and ship orders.
Our algorithm for success allows us to deliver fill rates of greater than 98% for available titles.
Order Management
Brodart’s products and services are designed exclusively for libraries. Our experience and history
combined with new technology and evolving library practices allows us to continually enhance library
products and services. Our state-of-the-art Oracle system allows solutions for order management,
collection development, information access, account creation, cataloging, processing and reports. Our
order management process provides a complete package of services that can be customized to meet the
requirements in your request for proposal.
Collection Development Services
Whether you are building a new collection, rounding out an existing one, or trying to stay abreast of
forthcoming titles, you know that managing a library collection is a challenging and time-consuming task.
Brodart’s Collection Development Services can help. Our collection development team has the knowledge,
experience and customized tools to help you build and maintain a quality collection for your library.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 2
We understand the importance of receiving popular material as quickly as possible to fill the City of
Scottsdale’s Library patron demands; therefore, Brodart offers a number of selection tools and services to
assist the library to meet these needs. Since 1987, Brodart has provided many public libraries with
specialized Collection Development Services for both ongoing and opening day collection needs. Many of
our Collection Development Services such as TIPS® (profiled selection lists), FASTips® (standing orders),
Collection Builder® (customized selection lists) and vendor selection services are industry leaders.
Spanish Language Material
To meet the diverse needs of today’s multicultural society we offer expertly selected collections of Spanish
language materials. We currently offer approximately 73,000 Spanish language titles distributed by over 1,100
publishers, both domestic and off-shore. These include titles published originally in Spanish as well as
translations of English titles. Spanish titles are available fully cataloged and processed.
McNaughton Lease Plans
McNaughton has been predicting and leasing bestsellers to libraries around the world for nearly 70
years. As the first vendor to lease books to libraries we set the standards for leasing programs.
Living up to those standards is something we take seriously.
Staying up-to-date with the hottest releases and popular authors can be a complicated and time-
consuming task. That’s where McNaughton can help. Drawing from a successful history, our diverse
selection committee understands circulation demand and is widely recognized for our ability to predict
bestsellers.
We recognize that each library’s needs are different. Understanding how patrons use your library and
how you serve your patrons will help us create a subscription solution tailored to meet these needs. This
attention and dedication to personalized service is a large part of developing the many long- term
customer relations that have formed between Brodart and the libraries we service.
Purchase Plus Subscription Program
Brodart’s Purchase Plus Subscription Program is a convenient, easy way to build your collection. Plans
include Adult, Young Adult and Children’s for both hardcover and paperback. Purchase Plus provides a
collection of popular and bestselling material with new titles offered monthly in our annotated lists.
Purchase Plus can help you establish a popular reading program, enhance an existing collection, or
reduce your reserve list with multiple copies of high demand titles.
Bibz
Bibz, our online collection development and ordering tool, was designed by librarians for librarians! It
offers flexibility in searching, selection, list building and ordering. Rich title description for nearly five
million English-language and Spanish-language titles is available for searching and title display. Specialty or
custom-collection development lists are readily available for quick selection. Access to this powerful list-
building and ordering tool is provided at no charge for an unlimited amount of users in your organization,
inclusive of brief MARC on-order records with customization, access to full text reviews and full grid
ordering capability.
Cataloging and Processing
Once titles are ordered, we catalog and process your materials with book-in-hand to reflect your detailed
specifications. Brodart has developed our cataloging & processing services on a single platform which
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 3
enables libraries to choose the solution that best meets its expectations in terms of functionality and
price.
You may choose any combination of Brodart’s high-quality cataloging and processing options from this
service continuum to ensure you receive shelf-ready books designed to meet your library’s needs.
• Brodart, the first cataloging service provider, introduced Starter cataloging and processing services
for libraries in 1958. Starter cataloging services are provided with our McNaughton Book Leasing
Service.
• Later launching the world’s first ever fully customized,
shelf-ready cataloging service in 1985, Compleat
Book-Serv®, became the gold standard by which
other cataloging & processing services were
measured.
• Proving Brodart’s on-going commitment to being the
best supplier of shelf-ready print material in the
industry, in 2011 we launched Flex. Flex is yet
another first for the industry as it offers a modern
approach to cataloging that combines the benefits
of book-in-hand cataloging with the simplicity and
speed of an automated process. To this day this
service remains unmatched in the industry.
• In 2015 Brodart re-imagined its Compleat cataloging service to provide a best-in-class service that
maximizes the value of customer acquisitions, MARC and Collection Development data. Compeat
utilizes this data to drive intelligent book-in-hand cataloging and customization which ensures
customers will receive high quality and accurate shelf-ready material very quickly.
Customer Care
What sets Brodart apart from other vendors is our deep partnership with our customers. We deliver
unrivaled customer care throughout the setup, delivery and every-day process changes that occur in the
library over time. We offer a dedicated team of associates who provide top-quality customer support.
They are experts in their fields and in serving large and small public libraries across the country. Our
cataloging and collection development teams are led by MLS-degreed librarians.
Brodart’s long and successful history has built countless partnerships with libraries and enabled us to
provide the most experienced workforce in the industry. We deliver personalized service and are
committed to finding the most comprehensive and efficient solutions available.
The Transition Process: We’ve got Your Back!
Your library and patrons are important to us. We understand how daunting it can be to undertake a large-scale
transition. That’s why our process is designed to be as smooth and seamless as possible for you.
• We ask the right questions … to identify the size and scale of the project, down to the smallest detail.
• It’s all about your needs … your specs drive everything we do.
• The timeline and action plan is our blueprint … you’ll know exactly what is going to happen and when.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 4
• We maintain regular contact and communication … your staff is involved and informed at every step of
the way, through regular webinars, conference calls, and emails (with in-person meetings as necessary).
• Our approach is results-oriented … our trained librarians and specialists want what you do
— a successful transition. And that’s what we’ll deliver.
We welcome the opportunity to form a partnership with the Scottsdale Public Library.
A full description of all of our proposed services and work approach can be found on the following pages.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 5
Collection Development & Selection 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:
TIPS (Title Information Preview Service) Notification Program - 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.
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.
•
FASTips (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.
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.
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.
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.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 6
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.
Level 1 - Silver 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 originals, 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 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
Fresh Reads for Kids
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 pre-publication Teen Silver TIPS
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 7
• Top Teen Hardcover Titles
• Top Teen Paperback Titles
• Teen KidSafe Graphic Novels
• Graphic Novel Reads for Teens
Adult Silver TIPS
Blockbusters
• 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
• 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
• Graphic novels that have been reviewed with book-in-hand or online and judged to be
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
• 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
• 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
• 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
• Includes Blockbusters (available separately above) plus other titles to round out genre interests
• Three to four months prepublication
Top Adult Hardcover Titles
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
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 8
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
SPANISH Silver 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
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 9
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
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 journals. 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 in Attachment A.
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.
FASTips® - Automatic Shipment Plan
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
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 10
• 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 Polaris for EDI ordering. After the orders are
submitted, they are visible with status information through the Order History tab of Bibz.
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
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 11
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.
• 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.
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.
Collection Builder® 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
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 12
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.
Specialty Collection Development 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:
• Awards
• Featured Lists
• Graphic Novels
• Insight – Brodart’s monthly online catalog which announces forthcoming popular titles
• Public Library Collection Builders
• Spanish
Bibz®- Online Collection Development and 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 Scottsdale Public Library 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.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 13
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 your Polaris acquisitions module. 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 = SAZBID
Password = SAZBID
Bibz Features
Item Search/Display:
• 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 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 Age or grade range
o Reading program and level
o Publication date
o Review journals, including number of reviews and issue date
o Print Run
o Demand level
o Price
City of Scottsdale RFP #21RP008
Brodart Co. Response
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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
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
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
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
City of Scottsdale RFP #21RP008
Brodart Co. Response
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Bibz Search Screen
City of Scottsdale RFP #21RP008
Brodart Co. Response
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Bibz Search Results Screen – Brief Display
Bibz Expanded Title Display
Bibz provides a wealth of bibliographic information and review citations from all of the major
public library review journals.
City of Scottsdale RFP #21RP008
Brodart Co. Response
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City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 18
Additional Bibz Functionality
Sort sequence: Titles in search results and lists default to Title/Author sequence and can be resorted
according to your preference.
Duplicate checking: 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.
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 Polaris 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 ILS is not Z39.50 enabled, clicking on the H Icon (
) which
appears next to every title in Bibz will execute an ISBN search in your catalog and display the title
when found.
Grid Templates: 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 of 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.
Expenditure Reports: Generate expenditure reports by fund and location.
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 those families
•
Set grid values and create grid templates, assigning them to specific users
•
System settings allow the interfacing to your Integrated Library System for holdings lookup
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 19
Brief on-order record options: 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 FTP 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 control 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.
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, back ordered, cancelled, etc.
allows you to download brief MARC records for orders submitted
online.
Bibz Order History Screen
Invoices: Access your PDF invoices from Order History
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 20
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.
Multiple ship-to accounts will be linked to the appropriate bill-to account. Each ship-to account will include a
five-line address and account number. The information will link to related cataloging and processing
specifications.
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 Polaris. 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 Polaris. 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@brodart.com.
•
Mail orders to Brodart Co. Books & Library Services, 500 Arch Street, Williamsport, PA
17701.
Brodart System Interfaces with Polaris
Brodart has long-standing relationships with every major integrated library system, including Polaris. We
continuously work with all of these ILS vendors to manage existing interfaces and develop new
functionality when the opportunity arises. We currently have 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 Polaris 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 Bibz to Polaris. In addition, item level information received in
enriched Polaris EDI orders is utilized for both cataloging and processing to meet library’s
customized requirements.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 21
•
Invoicing Services – For orders placed via EDI, electronic invoices can be generated
and posted to our FTP site for immediate download. Print invoices can also be
mailed to the address designated by the library.
•
Collection Development Services – Brodart’s selection lists can be loaded into Polaris.
•
Cataloging Services – Brodart has developed interfaces with Polaris for all levels
of our automated and customized cataloging services. Cataloging records as well
as holdings records can also be customized to meet your Polaris requirements.
Cataloging and Processing Services
Once titles are ordered, we catalog and process your materials with book-in-hand to reflect your
detailed specifications. Brodart has developed our cataloging & processing services on a single
platform which enables libraries to choose the solution that best meets its expectations in terms of
functionality and price. You may choose any combination of Brodart’s high-quality cataloging and
processing options from this service continuum to ensure you receive shelf-ready books designed to
meet your library’s needs.
• Brodart, the first cataloging service provider, introduced Starter cataloging and processing
services for libraries in 1958. Starter cataloging services are included in the standard
McNaughton Book leasing package.
• Later launching the world’s first ever fully customized, shelf-ready cataloging service in 1985,
Compleat Book-Serv®, became the gold standard by which other cataloging & processing
services were measured.
• Proving Brodart’s on-going commitment to being
the best supplier of shelf-ready print material in the
industry, in 2011 we launched Flex. Flex is yet
another first for the industry as it offers a modern
approach to cataloging that combines the
benefits of book-in-hand cataloging with the
simplicity and speed of an automated process. To
this day this service remains unmatched in the
industry. Libraries utilizing our Flex cataloging
service include Pioneer Library System OK, Fort
Worth Public Library TX, Jackson County Library OR,
and Carver County Library System MN.
• In 2015 Brodart re-imagined its Compleat cataloging service to provide a best-in-class service
that maximizes the value of customer acquisitions, MARC and Collection Development data.
Compleat utilizes this data to drive intelligent book-in-hand cataloging and customization
which ensures customers will receive high quality and accurate shelf-ready material very
quickly. Libraries utilizing our Compleat service include Salt Lake County Library UT, Orange
County Public Library CA, Dallas Public Library TX, Maricopa County Library District AZ,
Phoenix Public Library AZ and Glendale Public Library AZ.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 22
Both Compleat and Flex services are described below and pricing has been provided for both levels of
service in Attachment A.
Compleat Cataloging and Processing Service
Brodart’s premier Compleat cataloging and processing service provides book-in-hand:
•
cataloging
•
classification and MARC record customization
•
physical 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
installation team to work with your Technical Services Department to profile your local cataloging,
classification, processing and account requirements. Your installation team will include a Project
Manager, a Cataloging Services Librarian and a Collection Development Librarian.
Compleat service offers:
•
Catalogers searching the library’s database via Z39.50 to locate existing records
•
Options for OCLC or Brodart Resource Records for new cataloging
•
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
•
Item records and local call number mapped to the tags and subfields required by Polaris
•
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
•
Physical processing customized to your specifications
Brodart’s Compleat cataloging service provides book-in-hand cataloging and item level processing
for English and Spanish-language material. Brodart will access your Polaris database via Z39.50. Our
cataloging workflow begins with Brodart searching your cataloging database to determine if a
matching bibliographic record is present. If a matching bibliographic record is found in the
database, we will use Z39.50 functionality to save the record to a local file. Your local 092 or 099 tag
will be used to create a call number for added copies. A holdings tag will be created for each item
being added to the collection following your Polaris system’s MARC holdings tag mapping.
When new cataloging is required, Brodart catalogers will review, modify, and upgrade existing OCLC
bibliographic records or Brodart Resource Records. When no record is located we will provide
original cataloging to meet your local practices. A local call number meeting your classification
procedures will be added to the 092 or 099 tag. Next a holdings tag will be created for each item
being added to the collection following your Polaris system’s MARC holdings tag mapping.
Shelf-ready materials processed through our Compleat service are shipped in seven business days.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 23
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. 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
the day the materials are shipped. Brodart can update your holdings to OCLC on a daily basis at no
cost.
Pricing for Compleat cataloging & processing services has been provided in the Pricing Proposal
Attachment A.
Flex Cataloging and Processing Service
Flex is a customized cataloging and processing solution designed for libraries that do not require the
vendor to access their cataloging database to locate existing records. The cataloging resource for
Flex records is the Brodart Resource cataloging database.
Flex for English and Spanish- language material combines the benefits of book-in-hand cataloging
and processing while maintaining the simplicity and speed of an automated customization process.
Your material will arrive fully cataloged and processed in shelf-ready condition.
Brodart’s Flex cataloging service is utilized by many major library systems across the country as a
cost- effective way to purchase shelf-ready material with fast delivery times to the library. Shelf-
ready materials processed through our Flex service are shipped in two business days.
Our proprietary process allows us to address your local practices and customize bibliographic
descriptions of your material. Flex employs advanced mapping and formatting capabilities to create
MARC records, holdings records, local call numbers and spine labels formatted to meet the
Scottsdale Public Library’s requirements.
Flex service offers the following benefits to help streamline your acquisitions, cataloging and
receiving processes:
•
Maximize the value of grid templates to incorporate your local collection codes and other
acquisitions data
•
Brodart Resource Records for new cataloging
•
MARC record and call number modification to meet most of your local practices
•
Item records and local call numbers mapped to the tags and subfields required by Polaris
•
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
•
Physical processing customized to your specifications
Bibliographic records in MARC 21 format along with linked item records are available the day the
material is shipped. The records are delivered to the library via FTP or e-mail to be downloaded into
your Polaris system. Brodart can update your holdings to OCLC on a daily basis at no cost.
Cataloging and processing through Flex services is a cost-effective and efficient way to expedite item
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 24
level processing. Pricing for Flex Cataloging & Processing services has been provided in the Pricing
Proposal in Attachment A.
Brodart Cataloging Resources and Standards
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.
With our Compleat cataloging service we can provide either an OCLC record or a Brodart Resource
Record. With either resource all cataloging records are upgraded to meet your local requirements
and holdings will be updated in OCLC. Brodart original and copy cataloging records conform to
current U.S. cataloging standards, including RDA.
For Brodart Resource Records we utilize the Library of Congress as our primary resource. 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, Dewey 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
o Juvenile and Teen subject subdivisions in $v where appropriate
o Library of Congress Children’s subject headings for Juvenile and Young Adult titles
o One or more Bilindex subject headings for Spanish and Spanish bilingual material
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 25
Which Cataloging Option is right for us?
Brodart’s Compleat option will meet all of your requirements for all of your collections. With an initial
evaluation based on the requirements provided Flex will meet all of your Adult Fiction requirements.
We feel strongly that we can find additional collections where Flex will fit however we need additional
information or we have additional questions. The advantage of blending Flex into your consideration is
faster delivery and a lower price point on parts of your collection while enabling Compleat Serv to meet
your collections where more stringent local practices are important to the library. Both services
provide the same quality of cataloging records but have differing levels of available customization.
Brodart looks forward to hopefully working closely with your staff to determine additional collections
for Flex in an effort to continue to offer low cost alternatives.
Processing
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.
Pricing for Compleat and Flex services has been provided in the Pricing Proposal Form
and includes the following processing components as requested by the Library:
•
Mylar jackets or label protectors for books with no jacket
•
Spine label
•
Barcode
•
Genre, Collection, Holiday, New, Most Wanted, Hub and “Look For” labels
•
Property stamp
•
Reference stamp
•
RFID tag encoded with the barcode number (Bibliotheca TAG000010-000)
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.
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 ¼”
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.
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
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 26
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.
Both BrodartGuard and BrodartConvert processes:
•
are available for paperbacks ordered with or without additional cataloging and
processing options.
•
have been perfected over 30 years of successful use.
•
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.
•
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.
Brodartbound Books
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.
Order 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 weeks, with overall
fill rates of greater than 98% of available titles.
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-
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 27
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.
Packaging and Marking of Shipments
Each carton will weigh no more than 30 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.
Shipping and Delivery
Brodart's single inventory location in Williamsport, Pa. enables us to fill orders quickly and
efficiently. Shipments are sent via best method (common carrier, USPS, or UPS Ground) F.O.B.
destination from our warehouse to the branch libraries.
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 EDI 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 library’s ILS
system. There is no need for item-by-item scanning. This process
speeds the time-to-shelf for items received by the library.
Carton Label with an SSCC Barcode for ASN
Receiving
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 28
Credits and Returns
Any item received damaged, 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).
Management Reports
Throughout your relationship with Brodart, you will find that we provide exemplary service and a
commitment to assisting your library achieve and maintain its success. We offer a variety of
documents to keep you informed of your order status.
Packing Slip
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.
Confirmation Report
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.
On-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 Bibz, 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 show 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.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 29
Cancellation Reports
Brodart can automatically cancel backorders 270 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.
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.
Invoices and Payment
Brodart offers a number of invoicing options:
•
an invoice to match every packing slip
•
a consolidated weekly invoice
•
a consolidated monthly invoice
Invoices are available in paper or electronically via e-mail or FTP. Our invoices include the title,
author, ISBN, publisher, published date, quantity, list price, discount, unit price, and extended
price, appropriate sales tax as well as your purchase order number. Cataloging and processing
charges can be either billed 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. Our payment terms are net 30 days from the date of the invoice.
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 within 24
hours.
Quality Control
Brodart’s commitment 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.
Your Cataloging Services Librarian, Project Manager and Account Manager will work with you to
be sure that your account is profiled to your library’s specifications. They will then train our
internal staff members. Once production has begun, our quality control staff will ensure that
these 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 catalogers have a full
understanding of your specifications and local practices and are always informed if your
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 30
specifications are changed.
Quality control checks occur throughout our process to make certain your specifications are met.
Materials are also inspected for publisher defects and when found are rejected and returned to
the publisher. Another quality control team is responsible for the physical processing and
accuracy of items ordered. There are many quality checkpoints throughout our process,
including data entry, picking, title checking, stamping, jacketing, labeling and packing.
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.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 31
• Account Setup
• Systems
Configuration
• Cataloging
• Processing
• Collection
Development
• Document Design
(Invoices &
Reports)
• Bibz Access &
Training
• EDI Requirements
WORK PLAN AND SCHEDULE
Project Implementation Plan
To ensure customers receive exemplary service, our team follows a proven methodology for
implementation of services. This process enables us to remain laser-focused on fine details, while being
organized, thorough, and methodical throughout.
Phase 1 — Profiling
Because each library is unique, learning as much as possible at the outset is essential to delivering
services that meet your expectations. During the Profiling Phase, our team will meet with you to
develop detailed specifications related to collection development, ordering preferences, and
precise specifications for cataloging and physical processing. We will also document your
preferences for invoicing, reporting, fund control and the types of accounts needed.
Once the scope of services has been finalized and a timeline has been established, your project
manager will create a project schedule to guide us from account setup, Bibz training, testing,
delivery of selection lists and ongoing delivery of shelf-ready materials. The City of Scottsdale’s
Library will be asked to approve the project documents, acknowledging the assigned tasks and
deadlines to ensure on-time start-up of services.
Key Outcomes:
Document all necessary project parameters and requirements; profile collection
needs; develop comprehensive schedule; prepare for smooth project launch.
Brodart’s Implementation Process
This diagram encapsulates our organizational approach to ensure a successful project.
Profiling and
Installation
Setup
Testing
Production
Startup
Day to Day
Maintenance
• Experienced Team
• Needs Assessment
• Collection
Development
• Cataloging
• Processing
• Invoicing &
Reporting
• Ordering
Preferences
• Create Setup
Schedule
• Production Tests
• Prototype
Creation
(Processed Books,
MARC Records)
• Electronic
Business
Transactions
• Customer
Acceptance
• Ensure Delivery of
Collection
Development
Services
• Monitor Receipt &
Entry of Orders
• Monitor Order
Flow
• Check Service
Time/Levels
• Quality Control
• Monitor
Fullfillment
• Monitor Orders
• Monitor
Production
Workflow
• Quality Control
• Management
Reports
• Maintain
Technical
Specifications
• Provide Customer
Support &
Communication
• Monitor
Deliveries
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 32
Phase 2 — Setup
During the Setup Phase, we program our systems in accordance with your library’s specifications and establish all
production workflow routines. We also train key library personnel on Bibz, Brodart's collection development and online
ordering tool.
Key Outcomes:
Set up account; design invoices and reports; provide Bibz training.
Phase 3 — Testing
Before committing any of your materials to production, we must complete the Testing Phase, where we check all
configurations and create physical samples with corresponding cataloging records.
Key Outcomes:
Validate customer preferences with sample processed books and MARC records; refine as
necessary; obtain customer signoff.
Phase 4 — Production
Upon approval of all samples, your materials will begin their journey through the Production Phase. They enter Brodart's
manufacturing system and make regular stops in various cataloging and processing quality control areas. During this phase
your account manager will monitor the progress to make sure your materials are cataloged and processed according to
your specifications and that we are meeting appropriate service times and fulfillment levels.
Key Outcomes:
Receive and process orders; adhere to strict quality control; monitor service levels.
Phase 5 — Day to day Maintenance
With the Day to Day Maintenance Phase, your account manager will monitor all ongoing aspects of your services. Your
account manager will provide day-to-day support and will work with you to guarantee your expectations have been met. In
addition our Management Team will meet on a regular basis to ensure all service levels and quality standards are within
acceptable levels. Your local Library Services Consultant will schedule regular on-site visits to review our service and quality
levels.
Key Outcomes:
Provide a tiered management approach that results in outstanding customer support.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 33
MCNAUGHTON BOOK LEASE
Proposal for the Scottsdale Public Library
Overview
Brodart’s Book Leasing Service, McNaughton, has provided popular subscription plans tailored
to meet the individual needs of libraries for over 60 Years. McNaughton’s monthly pre-pub annotated
lists will help the library staff identify potential best sellers in anticipation of patron demand and to
recommend titles that might appeal to local Book Clubs.
With McNaughton, libraries can establish rotating collections of popular and bestselling material. New
items are selected monthly from our annotated lists. We can help you establish a popular reading
program, enhance an existing collection, or reduce your reserve list with multiple copies of high demand
titles. McNaughton Lease program helps you fill holds, meet “Lucky Day” demand, and increase
circulation.
McNaughton accounts have access to Bibz, Brodart’s on-line collection development and acquisition
website. Bibz is the industries’ only website designed for libraries that place orders for leased material.
The Library can use Bibz to review McNaughton’s annotated lists, to confirm the availability of titles that
may not have been previously reviewed by McNaughton and to manage the library’s acquisition
workflow. Bibz will provide the library with access to extensive title detail including cover images,
availability, print runs and popularity. Bibz provides 24/7 access to the status of previous McNaughton
orders, a summary of the library’s current order, the number of allowances used and the current
allowance balance.
Each McNaughton Lease plan is credited with a specific number of allowances. These allowances are
"spent" by ordering materials. The allowance amount required for a particular item is based on the
publisher's list price (please refer to the Pricing Proposal in Attachment A for details).
The McNaughton’s Lease program allows the library to encumber funds annually. All costs associated
with ordering, Starter cataloging and processing, and shipping are included — along with return freight
costs when the library no longer needs the additional leased copies. The Library’s unused allowances
are automatically rolled over to the Library’s next McNaughton Contract.
Brodart builds partnerships with each library to gain a comprehensive understanding of their unique
needs. We welcome the opportunity to work with the Scottsdale Public Library.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 34
Selections
Monthly Selection Lists
Brodart's McNaughton selection committee has earned the reputation of providing the very best pre-
publication selections and title/author information. Annotations are verified each month with the
publisher to provide you with the most accurate and complete information available. Each month our
lists include adult and teen bestsellers, debut authors, large print, fiction, genre, nonfiction, graphic
novels, travel guides and more. McNaughton selection lists can be reviewed in Bibz and downloaded in
PDF or Excel format.
McNaughton’s Adult List for January 2021 publications was posted to Bibz on October 8 and includes
133 annotated titles. A temporary Bibz login has been set up so that you can view this list as well as past
McNaughton lists. Go to www.bibz.com (Username = SAZBID Password = SAZBID) and select
MCNAUGHTON ADULT BOOK PLAN in the Product Dropdown list. Then select LISTS in the Navigation
Bar -
First Edition Paperbacks
Many popular titles, including Travel Guides and some Large Print titles, are published first in paperback
rather than hardcover. McNaughton is the only subscription service to pre-bind first edition paperbacks
into hardcovers so that subscribers can order these titles through the hardcover subscription plan.
Special Orders
McNaughton also provides the library the ability to order “qualified” titles that have not appeared
previously on a McNaughton List. The Library may use Bibz to confirm that the hardback, trade
discounted titles are in stock or available to be back-ordered from the publisher. Using Bibz, the library
can place orders and monitor the status of special-order titles. McNaughton will provide cataloging and
processing for these titles following Scottsdale Public Library’s specifications.
Weekly New York Times (NYT) Best Sellers
Each week McNaughton posts a list of New titles that made the NYT Best Seller Lists, to help keep you
apprised of popular titles.
Ordering Options
Online
Review, select, and order McNaughton titles online on Bibz, our 100% free ordering portal.
Using Bibz, libraries can view the status of previous and current McNaughton orders, while monitoring
the number of allowances used and current allowance balance.
Brodart’s Bibz online ordering and collection development tool is designed for libraries to review, select
and order lease books. The library can use Bibz to designate which McNaughton Lease copies should be
processed as a “MOST WANTED” copy. Bibz title detail cites print runs, tours, major motion picture tie-
in, TV tie-in, debut novel, and journal reviews. Bibz contains information on authors' previous works,
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 35
which helps to predict popularity and patron demand when selecting prepublication titles. Please refer
to the Bibz section start on page 12 of our proposal for a more detailed description of Bibz.
Automatic Ordering Services
New York Times - Automatic Bestseller Service – ABM
If having all of the books on the New York Times bestseller list is important to your patrons,
McNaughton's Automatic Bestseller Maintenance (ABM) program can assist with getting them on your
shelves quickly.
Each Thursday we receive a 10-day advanced notice from the New York Times about which titles will be
featured on the list the following week. With the McNaughton ABM plan we can place orders for the
new titles and ship them to you so that the books are in your library before your patrons see them on
the list.
To maintain your bestseller supply, we establish a profile to determine when a title should be ordered
and how many copies to order. Profile options can be set to order additional copies of a title as it moves
up on the list. Separate profiles can be set up for fiction and nonfiction bestsellers. Any books sent
through the ABM service will be in addition to any copies that you order from the monthly McNaughton
catalog prior to publication. Your ABM profiles can be adjusted at any time by calling your Customer
Care Associate.
McNaughton – FASTips (Frequent Author and Series TIPS)
McNaughton also offers standing orders for popular material based on author or series profiled with
FASTips (Frequent Author & Series TIPS). The profiling is very flexible and can accommodate unique
needs. Seamless interfacing with McNaughton’s monthly selection lists prevents duplication of orders.
With McNaughton FASTips, the Library can set up a one-time profile of authors or series to be ordered
automatically pre-publication through your McNaughton Lease plan. Brodart’s FASTips profile will apply
standard McNaughton provisions for qualified title selection - Brodart must have received a full trade
discount from the publisher, titles must be hardbound and titles must be Adult Fiction or Nonfiction.
Your profiles can be adjusted at any time by contacting your Customer Care Associate.
FASTips Features
•
Recommended lists of popular authors and series such as:
•
Authors for African-American, Urban Literature, Fiction, Inspirational, Nonfiction
•
Series for Fiction, Graphic Novels, Nonfiction, Biography, Travel Guides
•
Custom profile options to meet your specific needs
•
Option to add your library’s own authors and series, including local authors
•
Binding choices can include pre-bound paperback editions – McNBound
FASTips Order Approval Option
Orders for McNaughton FASTips can be prepared by Brodart and reviewed and edited by the library,
if desired. The orders would be posted to Bibz with grids applied for branch, quantity, and other grid
values. Approved orders can either be submitted by Brodart or by the Library using Bibz or Polaris
acquistions. On-order records can be downloaded as MARC files for import into Polaris. After the
orders are submitted, they are visible with status information through the Order History tab of Bibz.
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 36
Additional Subscription Features
Cataloging and Processing
The Scottsdale Public Library will receive MARC records with item records and linked barcodes according
to your Polaris mapping specifications. Brodart's commitment to book-in-hand cataloging results in full-
level, accurate records. This means enhanced discoverability and better access for your patrons.
McNaughton cataloging and processing includes our standard Starter level cataloging service which
provides simple customization options for tailoring the MARC record, item record and local call number
to your library’s requirements. Physical processing will include a barcode, mylar jacket, collection labels,
application and linking of a Brodart supplied RFID tag and our distinctive McNaughton logo on a green,
white or orange insert. The insert can be customized to include publication date, a classification number,
genre and Cutter on the spine. The library location and the ISBN will also be printed on the McNaughton
insert. Sample green insert –
The Scottsdale Public Library may upgrade the standard Starter cataloging and processing package for
McNaughton to our Flex or Compleat level cataloging. Please refer to pages 21-25 for a description of
our Compleat and Flex cataloging services. The additional charges for Flex and Compleat services would
be invoiced monthly based on the actual number of McNaughton books that have been processed for
the library.
Pricing for all three levels of cataloging for your McNaughton Lease books has been provided in Pricing
Proposal Attachment A.
Allowances
The Library’s McNaughton Proposal outlines pricing for a $29 allowance cut-off. One allowance is
required for each title retailing up to $29. Additional allowances will be deducted for higher priced
books. For example, two allowances will be deducted for books with a publisher list price of $29.01.
Each additional $10 increment is equivalent to one additional allowance.
Lost or Stolen Items
The Scottsdale Public Library will not be charged for lost or stolen books.
Damaged or Defective Items
No-charge replacements will be provided for damaged items up to six months after receipt, and
publisher defects will be replaced with no time limitations.
Inventory
The library is permitted to retain leased items for as long as desired. However, as a guide for optimum
inventory levels, we recommend retaining no more than twice the number of materials covered in your
annual lease plan at any given time. You may wish to purchase items that continue to circulate. Items
City of Scottsdale RFP #21RP008
Brodart Co. Response
Page 37
can be purchased for as little as $1.50 each, based on the quantity purchased.
Retention
Keep 50% of the titles you lease during one subscription period at no extra charge. This arrangement is
made on an on-going basis and is reflected on your monthly management reports. Our retention policy
is based on titles shipped rather than titles returned, so your library is guaranteed 50% retention each
year.
Shipping
All in-stock titles are shipped within 48 hours. Our standard practice is to use best means freight, which
analyzes each package for the most efficient way to send the individual shipment. Shipments may be
delivered via USPS using bound/printed matter rate or UPSGround.
All shipping costs to and from your library are included in the subscription price. We provide prepaid
labels for the return of leased materials.
If your library is part of a consortium or system, or if you have a single plan large enough to accumulate
a shipment of 200 items or more, you may prefer the convenience of returns via motor freight, which
can be arranged by your Brodart Customer Care Associate.
Management Reports
Monthly Allowance and Inventory Report
Our monthly McNaughton Report outlines current activity on your subscription since the previous report
date.
Sample McNaughton Book Leasing Service Reports is attached.
11070767
CONSOLIDATED MONTHLY REPORT FOR:
PIONEER LIBRARY SYSTEM
REPORT DATE: 05/11/2019
PLAN TYPE:
ADULT SERVICE TYPE: LEASE
ALLOWANCE STATUS
SUB ID
LIBRARY NAME
PREVIOUS
BALANCE
ORDER
TOTAL
CANCELLATION
CREDITS
ADJUSTMENTS
ALLOWANCE
ACCRUAL
BALANCE
TO ORDER
14039
BLANCHARD PUBLIC LIBRARY
1
-19
0
0
20
2
14037
MCLOUD PUBLIC LIBRARY
1
-19
0
0
20
2
14033
MOORE PUBLIC LIBRARY
26
-108
0
0
100
18
14040
NEWCASTLE PUBLIC LIBRARY
1
-19
0
0
20
2
14036
NOBLE PUBLIC LIBRARY
1
-19
0
0
20
2
14031
NORMAN PUBLIC LIBRARY
46
-198
1
0
180
29
15082
PIONEER LIBRARY SYSTEM
488
-166
0
0
140
462
14035
PURCELL PUBLIC LIBRARY
1
-19
0
0
20
2
14038
SHAWNEE PUBLIC LIBRARY
616
-78
0
0
75
613
15194
SOUTHWEST OKLAHOMA CITY BRANCH
777
-78
0
0
75
774
14034
TECUMSEH PUBLIC LIBRARY
1
-19
0
0
20
2
--------- -------------- -------------- -------------- -------------- -------------- --------------
GRAND TOTAL
1959
-742
1
0
690
1908
***********************************************************************************************************************************************************************************************************************
INVENTORY STATUS
SUB ID
LIBRARY NAME
PREVIOUS
BALANCE
SHIPMENTS
RETURNS
LOST/
STOLEN ADJUSTMENTS
PURCHASES RETENTION
CURRENT
LEVEL
ALLOWABLE
LEVEL
14039
BLANCHARD PUBLIC LIBRARY
479
18
0
0
0
0
-3
494
400
14037
MCLOUD PUBLIC LIBRARY
137
18
0
0
0
0
-3
152
400
14033
MOORE PUBLIC LIBRARY
685
85
0
0
0
0
-17
753
2000
14040
NEWCASTLE PUBLIC LIBRARY
503
18
0
0
0
0
-3
518
400
14036
NOBLE PUBLIC LIBRARY
274
18
0
0
0
0
-3
289
400
14031
NORMAN PUBLIC LIBRARY
867
154
0
0
0
0
-30
991
3600
15082
PIONEER LIBRARY SYSTEM
1597
128
0
0
0
0
-26
1699
2800
14035
PURCELL PUBLIC LIBRARY
137
18
0
0
0
0
-3
152
700
14038
SHAWNEE PUBLIC LIBRARY
423
68
0
0
0
0
-14
477
1500
15194
SOUTHWEST OKLAHOMA CITY BRANC
692
68
0
0
0
0
-14
746
1500
14034
TECUMSEH PUBLIC LIBRARY
303
18
0
0
0
0
-3
318
400
--------- ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------
GRAND TOTAL
6097
611
0
0
0
0
-119
6589
14100
***********************************************************************************************************************************************************************************************************************
ABC LIBRARY SYSTEM
12341 ABC LIBRARY 1
12342 ABC LIBRARY 2
12343 ABC LIBRARY 3
12344 ABC LIBRARY 4
12345 ABC LIBRARY 5
12346 ABC LIBRARY 6
12347 ABC LIBRARY 7
12348 ABC LIBRARY 8
12349 ABC LIBRARY 9
12350 ABC LIBRARY 10
12351 ABC LIBRARY 11
12341 ABC LIBRARY 1
12342 ABC LIBRARY 2
12343 ABC LIBRARY 3
12344 ABC LIBRARY 4
12345 ABC LIBRARY 5
12346 ABC LIBRARY 6
12347 ABC LIBRARY 7
12348 ABC LIBRARY 8
12349 ABC LIBRARY 9
12350 ABC LIBRARY 10
12351 ABC LIBRARY 11
EXHIBIT E
11071773
Subscription Id: 14039
Plan Type: ADULT
BLANCHARD PUBLIC LIBRARY
205 NE 10TH
BLANCHARD, OK 73010
ALLOWANCE STATUS
DATE
PAGE
05/11/2019
1
Phone:
Fax:
(800) 233-8467
(570) 326-2461
(800) 999-6799
Allowance carried forward from last report
1
Order Date
Order PO No.
Qty
Allowance
05/01/19
01MAY2019
18
-19
Order Total
-19
Cancellation Credits
0
Adjustments (+/-)
0
Allowance Sub-total
-19
Monthly Book Allowance Accrual
20
Balance Available To Order
2
12341
ABC LIBRARY 1
123 N MAIN ST
ANYWHERE, USA 12341
EXHIBIT E
11071773
Subscription Id: 14039
Plan Type: ADULT
BLANCHARD PUBLIC LIBRARY
205 NE 10TH
BLANCHARD, OK 73010
INVENTORY STATUS
DATE
PAGE
05/11/2019
1
Phone:
Fax:
(800) 233-8467
(570) 326-2461
(800) 999-6799
Inventory level carried forward from last report
479
Packing Slip Date
Packing Slip
Units
04/15/19
105144558000
1
04/16/19
105146843000
1
04/22/19
105151824000
3
04/24/19
105155177000
3
04/25/19
105157172000
3
04/29/19
105159536000
2
05/06/19
105165866000
3
05/07/19
105167718000
2
Shipment Total
18
Type
Units
YTD
Returns
0
-52
Lost/Stolen
0
-3
Adjustments(+/-)
0
0
Purchases
0
0
Retention
-3
-44
Inventory Detail Total
-3
Inventory Sub-total
15
Current Inventory Level
494
Suggested Inventory Level
400
ABC LIBRARY 1
123 N MAIN ST
ANYWHERE, USA 12341
12341
ATTACHMENTS
Pricing Proposal
Attachment A
Key Brodart Personnel
Attachment B
Sample MARC Record
Attachment C
Scottsdale Public Library RFP #21RP008
November 5, 2020
PRICING PROPOSAL
SCOTTSDALE PUBLIC LIBRARY
DISCOUNTS
Items will be supplied for Scottsdale Public Library at publisher’s list price less the following discounts:
Hardcover and paperback titles on which Brodart receives minimal or no discount and/or the
publisher requires prepayment will be discounted at the non-trade discount (13.9%) or invoiced at
the publishers list price.
Please see the binding definitions immediately following this pricing proposal.
CATALOGING & PROCESSING BUNDLES
The Scottsdale Public Library may choose from the following cataloging & processing bundles. Pricing
for other processing components is available upon request. All prices are applied per book.
Cataloging & Processing Bundles include a barcode, spine label, library stickers (as defined in the RFP),
mylar jackets on hardcover books, label protectors on exposed labels for books without jackets, RFID tag
affixed & programmed, and property stamp.
Trade Hardcover Editions
46.7%
Non-Trade Hardcover & Paperback Editions (short discount)
13.9%
Publisher's Library Editions
24.0%
Single Reinforced Editions (school & library)
24.0%
Trade & Mass Market Paperbacks
41.5%
Compleat with
OCLC record
Includes an OCLC record with associated holdings tag and all
processing components listed above.
$3.65
Compleat with
Brodart record
Includes a Brodart Resource Record with associated holdings
tag and all processing components listed above.
$3.55
Flex
Includes a full MARC record with associated holdings tag and all
processing components listed above.
$3.25
ATTACHMENT A
Scottsdale Public Library RFP #21RP008
November 5, 2020
PAPERBACK REINFORCEMENT
COLLECTION DEVELOPMENT SERVICES
The Scottsdale Public Library may select any of the following Collection Development options.
SHIPPING AND DELIVERY
NOTE
Publisher’s list prices are subject to change without notice. The above pricing and discounts will remain
in effect for the duration of this contract.
BrodartGuard
$1.90
BrodartConvert
$4.50
Collection Builder
Customized selection lists
No charge
FASTips
Standing orders
No charge
TIPS, online
Lists posted to your Bibz account
No charge
TIPS, Silver
Standard specialty selection lists
No charge
TIPS, Diamond
Customized selection lists
Up to 3 profiles for $100 monthly
Up to 8 profiles for $200 monthly
Up to 15 profiles for $300 monthly
Processed material shipments will be made by best means (USPS,
common carrier or UPS ground) and will arrive prepaid for inside
delivery.
No Charge
Scottsdale Public Library RFP #21RP008
November 5, 2020
MCNAUGHTON LEASE SERVICE
McNaughton pricing utilizes Starter cataloging & processing which includes a full MARC record with
associated holdings tag, mylar jacket, linked barcode label and McNaughton insert. Pricing for other
processing components are available upon request.
Plan sizes begin at 20 Allowances per month and each McNaughton plan is designed with a specific
number of allowances based on the library’s budget. The number of allowances required per book is
based on the publisher’s list price.
* Other plan sizes and associated pricing are available upon request.
The above figures do not include applicable taxes.
UPGRADED CATALOGING & PROCESSING FOR MCNAUGHTON
The Scottsdale Public Library may upgrade the standard Starter cataloging and processing package for
McNaughton to our Flex or Compleat level cataloging.
Allowance value
$29
Price per allowance
$17.75
Allowances per year
3996
Annual cost
$70,929.00
Shipping cost
No charge
Total cost
$70,929.00
Less 2% pre-payment discount
-$1,418.58
Annual cost
$69,510.42
Flex
$2.39
Compleat
$2.79
052319
CATEGORY/BINDING DEFINITIONS
Brodart Co., Books & Library Services
Trade Hardcover: Published with a glued binding and a hardcover. Trade hardcover editions are usually current
fiction or nonfiction and are generally published for the average consumer. Publishers promote and advertise these
titles more aggressively and print runs are greater than the norm.
Juvenile Trade Hardcover: Published with a glued binding and a hardcover. Current popular fiction or nonfiction
books designed for children, usually with subject matter of broad appeal. Publisher promote and advertise these
titles more aggressively and print run are greater than the norm.
Publisher’s Library Reinforced: Published with a high quality, usually fanned, sewn and glued binding. Sometimes
known as a "School" or "Library" binding. This binding has the durability required in a high use library setting and is
usually reserved for children's materials. All publisher library reinforced editions will receive the discount quoted in
this category.
Hardcover Reinforced: Published with a durable fanned and glued hardcover binding that may or may not be sewn.
Also known as “Single Reinforced”, "School" or "Library" binding. Subject matter may be directed at adults or
juveniles (though they are usually reserved for children's materials) and may be fiction or nonfiction.
Non-Trade Hardcover: Published with a glued binding. Subject matter such as technical, reference, scientific,
medical publications, retrospective titles, titles published by a small press for adult and juvenile readers, and/or titles
on which Brodart receives minimal or no discount. Publishers whose titles have limited sales volume and those who
are not in compliance with Brodart’s purchasing requirements may be in this category.
University Press: Hardcover and paperback selections from publishers that are associated with universities of
higher education.
Trade Paperback: May also be known as a trade paper or quality paperback for popular and current trade titles
published with a paper cover. The quality of the paper and printing in trade and quality paperbacks is usually high.
Mass Market Paperbacks: Mass market paperbacks are paperbacks sized to fit standard retail display racks; trade
paperback have larger page sizes. Trade discounted paperback editions are generally published for the average
consumer with subject matter of broad appeal.
Non-Trade Paperbacks: Published with a quality paper cover. Subject matter such as technical, reference, scientific,
medical publications, retrospective publications, small presses for adult and juvenile readers and paperback titles on
which Brodart receives minimal or no discount, publishers that require prepayment. Publishers whose titles have
limited sales volume and those who are not in compliance with Brodart's purchasing requirements may be in this
category.
BrodartBound: 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.
BrodartConvert: Originally published in paperback and converted to hardcover.
BrodartGuard: Paperback reinforced with a 10-mil (2-mil spine) laminated cover.
Playaway® Digital Audio: Audio content provided on an independent player.
Spoken Word Audio: Recorded reading of a book in abridged or unabridged form on compact disc format. Also
known as audiobook.
DVD: Optical disc storage media format used for playback of movies with high video and sound quality.
Blu-ray: Optical disc storage media format used for playback of movies with high definition video and audio as well
as advanced interactive features.
EXHIBIT E
KEY BRODART PERSONNEL
Sales Team
Lori Gray - Director of Sales
B.A. - University of Redlands, CA
•
Director of Sales - Present
•
Western Regional Sales Manager, Cataloging Services (1997-2014)
•
Sales Manager, Books Division (1995-1997)
•
Sales Representative, Books Division (1989-1995)
•
31 years with Brodart
•
Lori Gray started with the company in 1989 following her work in a family business. She has
served as a Sales Representative for the West Coast territory for several years before being
promoted to Western Regional Sales Manager for Brodart's customized cataloging service. She
now serves as our Director of Sales with nationwide responsibility.
Deena Reynolds - Library Sales Consultant
B.A. – Education, Northern Arizona University
•
Library Sales Consultant, Brodart Co. (Present)
•
Learning Consultant Publishing and Technology, Pearson Higher Ed 2014-2020)
•
Senior Sales Representative, Cengage Learning (2011-2014)
•
Started professional career as an educator for 6 years.
•
Over 15 years working in publishing, education, and technology
•
At Brodart, Deena provides field support for AZ, CA, NM, and CO. She is based in Arizona.
Deena specializes in a consultative approach to understand the dynamic needs of customers
with a strong focus on long term relationship management.
Customer Care Team
Barb Fritz - Customer Care Manager/Project Manager
B.S. – Lock Haven University
•
Customer Care Manager/Project Manager, Brodart Co. (July 2011 – Present)
•
Compleat Services Customer Care Group Leader, Brodart Co. (March 2007-June 2011)
•
Project Manager, Compleat Services, Brodart Co. (March 2001-March 2007)
•
Cataloger, Compleat Services, Brodart Co. (1997-2001)
•
23 years with Brodart
•
Barb is responsible for providing superior customer care through the daily supervision of our
Customer Care Associates. In her previous experience as Compleat Services Project Manager,
Barb assumed the responsibility for profiling and setup of our new accounts. As a Compleat
Services cataloger, Barb worked on approximately 25 accounts providing both ongoing and
opening day custom cataloging services. Barb has also been on-site for the delivery and shelving
of several opening day collections.
ATTACHMENT B
Michele Harvey - Project Manager/Cataloging & Processing Implementation Engineer
•
Project Manager/Cataloging & Processing Implementation Engineer, Brodart Co.(2011-Present)
•
Manager of Customer Support, Compleat Services, Brodart Co. (1995-2011)
•
Project Manager, Compleat Services, Brodart Co. (1990-1995)
•
Administrative Assistant to Books Marketing Manager/Administrator of Collection Development
Services, Brodart Co. (1986-1990)
•
Administrative Assistant to Books Production Manager/Manager Bookstore, Brodart Co. (1980-
1986)
•
Administrator, Government Contracts, Brodart Co. (1979-1980)
•
Acquisitions Department, Brodart Co. (1978-1979)
•
Receiving Department, Brodart Co. (1977-1978)
•
43 years with Brodart
•
A member of the Compleat service team since its inception, Michele has worked on more than
200 opening day collection projects coordinating setup, programming, scheduling, reporting and
delivery requirements. She currently oversees the installation, service and customer relations
for all of our accounts receiving custom cataloging services.
Tina Jodun - Account Manager, Compleat Services
•
Account Manager, Compleat Services, Brodart Co. (October 2007-Present)
•
Cataloging Services Librarian Assistant, Compleat Services, Brodart Co. (June 2006-October 2007)
•
Cataloger, Compleat Services, Brodart Co. (1996-2006)
•
Processor, Brodart Co. (1994-1996)
•
26 years with Brodart
•
As a member of the Compleat Service Team, Tina is responsible for monitoring service and
quality, as well as day-to-day maintenance of Compleat accounts. She works closely with all
production areas to guarantee excellence. Tina’s experience in custom cataloging gives her an
advantage in understanding her customers’ cataloging needs.
Mary Miller - Customer Care Associate
•
Customer Care Associate, Brodart Co. (2018-present)
•
2 years with Brodart
•
Mary is responsible for our West Coast territory as well as our Foreign and U.S. Embassy
accounts. She has a deep knowledge of our products and services and is committed to her
customers. With her extensive customer service background and friendly personality Mary
provides exceptional service and support. Outside the office Mary is continuing her education in
the field Business and Marketing and enjoys spending time with her family.
McNaughton
Katie Navich - Customer Care Specialist
•
Customer Care Specialist, Brodart Co. (2019-present)
•
Cataloging Services Paraprofessial (2014-2019)
•
Compleat Book Serv Cataloger, Brodart Co. (2001-2014)
•
19 years with Brodart
•
Katie began her Brodart career in our Compleat Serv Department where she spent fifteen years
in our custom cataloging department. Katie’s experience in cataloging provides her with a deep
understanding of our customer’s needs. Katie is currently responsible for handling the day to
day maintenance for customer accounts and is also part of the setup team for Compleat
accounts.
Continuations
Kelly McClure - Continuations Customer Care Associate
•
Continuations Customer Care Associate, Brodart Co. (2004-present)
•
Tartan Customer Care Associate, Brodart Co. (2008-2014)
•
TURA (2004-2004)
•
Standing Orders, Brodart Co. (1991-2004)
•
McNaughton Account Services Representative, Brodart Co. (1990-1991)
•
Order Department, Brodart Co. (1989-1990)
•
Shipping and Receiving Department, Brodart Co. (1988-1989)
•
32 years with Brodart
•
Kelly is a senior member of the Customer Care Department, having devoted more than 30 years
to the company. Kelly has amassed a wealth of knowledge in many different areas of the
business and applies that knowledge when supporting our Continuations customers. Kelly also
served as Tartan Customer Care Associate. Her tenacity and eagerness to please have resulted in
loyal and long-standing customer relationships.
Technical Support Team
Keith Dingler – Group Leader, Technical Product Support
•
Group Leader, Technical Product Support, Brodart Co. (2005 – Present)
•
IT Technical Support, Brodart Co. (2003 – 2005)
•
Technical Support Representative, Online Service, Brodart Co. (1993 -2003)
•
27 years with Brodart
•
In his most current role as the Technical Product Support Group Leader, Keith is responsible for
monitoring the daily activities of the Technical Product Support group. This group provides
support for the many products and services offered by the Brodart Books & Automation
Division. A list of these services includes, but is not limited to Web Site end user setup and
support, EDI Business transaction processing, ILS system integration, end-user software support,
bibliographic data management services, and internal user support. Keith is also responsible for
providing assistance for escalated customer issues. In his prior experience, Keith has also gained
an extensive background with supporting telephone systems and networks, and also has
experience in sales and retail store management.
Collection Development Team
Jeanne Barnes - Plans Coordinator
B.S. - Lock Haven University, Lock Haven, PA
•
Plans Coordinator - Collection Development, Brodart Co. (2010-Present)
•
Cataloger II (2007-2010)
•
13 years with Brodart
•
Jeanne began her Brodart career in Compleat as a cataloger. After assisting Collection
Development in updating their FASTips author lists, she was recruited for a full-time position.
She now sets up and maintains TIPS and FASTips accounts as well as placing many of the FASTips
orders.
Jessica Blaker - Paraprofessional – Collection Development & Acquisitions
ESL – SUNY Cortland, Cortland, NY
B.A. - French, Secondary Education, Lycoming College, Williamsport, PA
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Paraprofessional – Collection Development & Acquisitions, Brodart Co. (2013-present)
•
Spanish Adjunct (2010-2013)
•
Compleat/New School Opening Account Manager (2007-2009)
•
New School Opening Account Manager (2006-2007)
•
Spanish Tech Serv Cataloger (1999-2006)
•
High School French Teacher, Ticonderoga, NY (1997-1999)
•
21 years with Brodart
•
Jessica’s varied experiences at Brodart provide her with a comprehensive working knowledge of
Brodart and internal relationships integral to providing excellent customer support and
assistance to our Spanish customers. Jessica serves as a coordinator of programs and projects
involving Spanish language materials for Brodart’s customers, as well as selecting titles for
Spanish TIPS and FASTips programs. In addition, she acts as the Spanish Department liaison with
internal departments and external resources to support the growth of these programs. Jessica is
also involved with all aspects of Spanish acquisitions and publisher relations.
Fern P. Hallman - Collection Development Librarian
M.Ln. – Emory University, Atlanta, GA
B.A. – Psychology, University of Miami, Miami, FL
•
Collection Development Librarian, Brodart Co. (1990-Present)
•
Adult Materials Selection Librarian, Atlanta-Fulton Public Library, Atlanta, GA (1986-1990)
•
Business Reference Librarian, Atlanta-Fulton Public Library, Atlanta, GA (1981-1986)
•
30 years with Brodart
•
Fern has selected materials for collections all across the country, from opening day selections
for more than 20 branches of the Chicago Public Library (IL) to four years of ongoing adult
selection for 10 branches of the Kansas City Public Library (MO). For many years she worked
part-time as a reference librarian for CNN which included fact checking presidential debates.
She was involved with Brodart's first shelf-ready project on the customer side at the Atlanta-
Fulton Public Library and also worked as a reference librarian for the 1996 Atlanta Summer
Olympic Games. She is our research expert and loves keeping us up-to-date on trends in adult
fiction and nonfiction, including urban literature and sustainable living.
Richard Hallman - Collection Development Librarian
M.Ln. -- Emory University, Atlanta, GA
B.A. -- Emory University, Atlanta, GA
•
Collection Development Librarian, Brodart Co. (2010 – present)
•
Freelance Researcher, Daily Report, (2009– present)
•
Freelance Editor, Researcher, Atlanta Journal-Constitution, (2009–2013)
•
Reference Librarian; Manager, Research Services; Researcher; Atlanta Journal-Constitution,
(1983-2009)
•
10 years with Brodart
•
In his long service at Georgia’s largest newspaper Richard handled many responsibilities
including collection development. The general focus of the newspaper’s library was responding
to questions from reporters and editors and creating content for publication. The library staff
conducted searches in many different online databases as well as researching in print sources.
Richard has many years of experience in building and troubleshooting databases. A native
Atlantan and information junkie, he’s very knowledgeable about history and current events in
the American South. Richard has been an informal part of the Brodart family for many years due
to his proximity to one of our longest tenured selectors, Fern Hallman. For the past seven years
he has been involved with book selection and Bibz development.
Suzanne W. Hawley - Collection Development Librarian
M.L.S. – Our Lady of the Lake University, San Antonio, TX
Library Certification K-12 – Our Lady of the Lake University, San Antonio, TX
B.A. – English, University of Rochester, Rochester, NY
•
Collection Development Librarian, Brodart Co. (1994-Present)
•
Adjunct Professor, Children’s Literature and Young Adult Literature, Florida Gulf Coast University
(1997-2004)
•
Adjunct Professor, Literature in Childhood Education, University of South Florida (1994-1997)
•
Media Specialist, Laurel Oak Elementary School, Naples, FL (July 1993-2000)
•
Media Specialist, Vineyards Elementary School, Naples, FL (July 1990-July 1993)
•
Media Specialist, Egypt Lake Elementary School, Tampa, FL (August 1989-June 1990)
•
Media Specialist, Gunston Elementary School, Lorton, VA (August 1980-June 1989)
•
26 years with Brodart
•
Suzy is our children’s literature expert and has selected teen and children’s books for public
library and school opening day collections throughout the country. In addition to her project
work she currently selects ongoing children’s materials for the Tampa-Hillsborough Public
Library (FL). Her achievements are numerous and include serving as a contributing editor to the
8th and 9th editions of Wilson’s Junior Authors and Illustrators and as a member of the Advisory
Committee for the 18th and 19th editions of Wilson’s Children’s Catalog. She is particularly
proud of co-authoring a children’s literature text book, serving on the Newbery Award Selection
Committee, and winning the Teacher of the Year Award.
Katharine L. Kan - Collection Development Librarian
M.L.S. – University of Hawaii at Manoa, Honolulu, HI
B.A. – History, University of Hawaii at Manoa, Honolulu, HI
•
Collection Development Librarian, Brodart Co. (2003-Present)
•
Librarian, St. John Catholic School, Panama City, FL (2007-present
•
Freelance writer, reviewer, consultant (1994-Present)
•
Young Adult Librarian, Allen County Public Library, Fort Wayne IN (1997-2002)
•
Section Head, Young Adult Section, Hawaii State Library, Honolulu, HI (1993-1997)
•
Young Adult Librarian, Aiea Public Library, Aiea, HI (1988-1993)
•
Children’s Librarian, Aiea Public Library, Aiea, HI (1983-1988)
•
17 years with Brodart
•
Kat is a nationally respected expert in the field of graphic novels. As part of the team, she
specializes in graphic novels and young adult literature, selecting the titles for Brodart's Graphic
Novel Picks for Public Libraries and KidSafe Graphic Novels as well as opening day collection
projects. She has been writing VOYA's "Graphically Speaking" column since 1994 (the longest-
running column devoted to graphic novels in library literature), and reviews children's graphic
novels for Booklist. She is the first librarian to be named a judge for the Eisner Awards. A
longtime member of ALA and YALSA, she has written three books on graphic novels, edited two
books on YA summer reading programs, and has served on the Best Books for Young Adults
(now Best Fiction for Young Adults) Committee and the Michael L. Printz Award Committee.
Brendae Keith - Manager, Collection Development, Data & Acquisitions
•
Manager, Collection Development, Data & Acquisitions, Brodart Co. (2014–Present)
•
Supervisor - Collection Development & Data (2012-2014)
•
Collection Development Project Specialist (2010-2012)
•
Technical Product Support Associate (2006-2010)
•
Senior Administrative Analyst (2005-2006)
•
Sales Support Manager (2004)
•
Pricing & Contracts Analyst/Sales Administrator (2000-2001)
•
Sales Administrator (1997-2000 & 2001-2004)
•
Jr. Accountant (1993-1997)
•
Researcher (1991-1993)
•
29 years with Brodart
•
Brendae’s technical, administrative and analytical skills help keep collection development
running smoothly by coordinating projects and work assignments, streamlining processes and
taking care of the billing and record keeping. She serves as a resident expert in our external
(Bibz.com) and internal (Oracle and BCDS – list production) software products and is actively
involved in ongoing software development, testing, training and documentation writing.
Michelle Lane - Group Leader – Series & Data
A.A.S. – Pennsylvania College of Technology, Williamsport, PA
•
Group Leader – Series & Data, Brodart Co. (2012-Present)
•
Collection Development Materials Coordinator (2008-2012)
•
Materials Selector, Youth Services (2004-2008)
•
Account Manager, Compleat (2001-2004)
•
Catalog Coordinator/Schools Specialist, Collection Development Services (1999-2001)
•
Cataloger/TIPS Coder, Technical Services (1995-1999)
•
Cataloger, Compleat (1986-1994)
•
Order Entry Department (1985-1986)
•
35 years with Brodart
•
Michelle’s years of experience in both cataloging and collection development have provided her
a solid understanding of our customers’ needs and it translates into her high quality work. She
currently manages our series and other data challenges.
Rebecca A. Marek - Bibliographic Coder I, Collection Development & Data
M.A.L.I.S. – Master of Arts, Library and Information Studies, University of Wisconsin-Madison
B.A. – Spanish, University of Wisconsin-Madison
•
Bibliographic Coder I, Collection Development & Data, Brodart Co. (2013-present)
•
Contract Librarian (January 2010-June 2013)
•
Documentation Librarian, Compleat (2009-2011)
•
Special Formats Cataloging Librarian, Compleat (2007-2009)
•
Cataloging Services Librarian, Compleat (1999-2007)
•
Professional Cataloger, Compleat (1990-1999)
•
30 years with Brodart
•
Rebecca brings her many years of metadata experience to the Collection Development team.
After spending years working closely on the front lines with our Compleat customers, Rebecca is
now dedicated to working behind the scenes to ensure the data accuracy that drives our
Collection Development products and services. In addition, her Spanish language skills help to
facilitate services and growth in that area of the business. Rebecca's expertise in these areas
adds depth to our team at a time when flexibility with metadata is a key asset.
Nerissa B. Moran- Selector – Spanish Specialist
American University, Political Science
San Francisco Renaissance, Small Business Entrepreneurship
•
Selector – Spanish Specialist, Brodart Co. (2013-present)
•
Manager, Spanish Collections and Acquisitions (2003-2013)
•
Owner/Founder of Books on Wings (1981-2003) and La Casa del Libro (1990-2003)
•
17 years with Brodart
•
When Brodart acquired Books on Wings, an internationally known distributor of Spanish
language materials to libraries, Nerissa joined the Brodart staff to spearhead the expansion of
our Spanish language business. Since then she has been involved with title identification and
recommendation selection of titles for Purchase Plus Espanol, FASTips, and customized selection
for individual libraries. She is fluent in English and Spanish, has written reviews of Latin
American titles for several publications and brings a wealth of Spanish selection experience to
Brodart.
Julie O’Connor - Collection Development Project Librarian
M.L.I.S. – Wayne State University, Detroit, MI
B.A. – Communications, University of Michigan, Ann Arbor, MI
•
Collection Development Project Librarian, Brodart Co. (2004–Present)
•
Library Volunteer, Redford District Library, MI (2003-2004)
•
Library Student Assistant, Delta College Library, MI (1992-1994)
•
16 years with Brodart
•
Since joining Brodart, Julie has successfully managed numerous opening day collections, ongoing
vendor selection projects, and special projects. She has nearly 60 opening day collections under
her belt, totaling $27.3 million with budgets ranging from $35,000 to $1.7 million, and has
managed ongoing vendor selection for libraries of all sizes. With this experience, she has
become particularly adept at seamlessly transitioning an opening day collection into ongoing
selection. In addition to managing projects, Julie advises Brodart’s TIPS and FASTips customers
with the goal of providing customized selection lists to target their specific needs, and
spearheads Brodart’s Adult Literacy offerings by cultivating relationships with publishers and
specialists in the field. Julie was also the main developer of our ongoing Spanish language book
program for public libraries.
Mary Lee Richter - Collection Development Librarian
B.A. – Barry University, Miami Shores, FL
•
Collection Development Librarian, Brodart Co. (2011-Present)
•
9 years with Brodart
•
Children’s and Adult Fiction Selector, Broward County Library (1982-2011)
•
During her 36 year career with Broward County Library in Fort Lauderdale, Florida, Mary Lee
worked as a branch manager, a youth services librarian, and an adult reference librarian. In
1982 she joined thecollection development department, where she selected bestsellers and
juvenile/young adult titles. As the library system grew to 36 branches, Mary Lee was responsible
for the ongoing selection of best sellers, juvenile/YA, large print and adult trade fiction. She
worked on opening day collections for a joint use public/university library, four regional
libraries, five large community libraries and three reading centers. Several of these opening day
collections were for joint use libraries with community college, charter high school and charter
middle school partners.
Martin Snella - Technical Specialist – Collection Development, Data & Acquisitions
B.S. - Communications Media – Indiana University of Pennsylvania, Indiana, PA
•
Technical Specialist – Collection Development, Data & Acquisitions, Brodart Co. (2012-Present)
•
Compleat Project Manager (2007-2011)
•
Technical Product Support Associate (2005-2007)
•
Various positions in the advertising industry, Cox Media (1993-2004)
•
15 years with Brodart
•
Marty’s technical and analytical skills help keep collection development well informed by
querying data, building databases and reviewing workflow and process to look for better, more
efficient ways to do business. He is also responsible for purchasing middle grade and teen books
for Brodart. His background as a CBS Project Manager and Tech Support Associate give him a
well-rounded perspective of Brodart’s overall workflow. This knowledge lends itself to creating
new and innovative ways to improve collection development and acquisition effectiveness. He
serves as a resident expert with much of our internal application software as well as our
external customer facing website (Bibz). He is actively involved in ongoing software
development, planning, testing, training and documentation writing. Prior to joining Brodart he
was in the cable television advertising industry providing ad insertion for local businesses in
markets across the nation.
Wendy Strouse-Beatty - Children’s Buyer
•
Children’s Buyer, Brodart Co. (1992–present)
•
Adult Hardcover Buyer (1986–1991)
•
Adult Paperback Buyer (1985–1986)
•
Jr. Buyer (1983–1985)
•
Buyer’s Assistant (1982–1983)
•
38 years with Brodart
•
We asked Wendy to join the Collection Development team to provide her extensive knowledge
of children’s literature to better serve a wide array of Brodart customers. In addition to
purchasing children’s books for Brodart, Wendy works closely with libraries to select materials
that best fit their needs. Wendy also works directly with publishers to choose the newest, most
sought after children’s titles for a given month. Passionate about her work, Wendy attends the
Educational Book & Media Association’s annual meeting and has served on the executive board
for two years. Wendy’s knowledge in the library marketplace makes her an indispensable
source for Brodart and our customers.
Gwen Vanderhage - Collection Development Librarian
M.L.I.S. – Simmons College, Boston, MA
B.A. – English, Western Washington University, Bellingham, WA
•
Collection Development Librarian, Brodart Co. (2014-Present)
•
Children’s Collection Specialist, Denver Public Library, Denver, CO (2010-2014)
•
Children’s Librarian, Denver Public Library, Denver, CO (2006-2010)
•
Children’s Book Buyer, A Likely Story Children’s Bookstore, Alexandria, VA (2004-2006)
•
Librarian, Alexandria Library, Alexandria, VA (2004-2006)
•
6 years with Brodart
•
Gwen began working in public libraries as a page in high school and was completely drawn into
librarianship. She has never given up reading children’s fiction and became an avid teen fiction
reader in the last few years. At the Denver Public Library, Gwen worked both in public service as
a children’s librarian and in a centralized Collection Development department. She put together
3 large ODC collections with Brodart during her time at DPL. Since moving to Bellingham,
Washington, Gwen has served as a trustee with her local library system. Gwen is active in the
Association for Library Service to Children (ALSC, a division of ALA) and was recently elected to
the 2019 Caldecott Medal selection committee. In ALSC, she has also served on the Notable
Children’s Books selection committee, Membership Committee, Grants Administration
Committee, and Valuation and Advocacy Research Task Force.
Marge Wilson - Plans Coordinator - Collection Development
•
Plans Coordinator - Collection Development, Brodart Co. (April 2013–present)
•
Acquisition Liaison (Sept 2012-April 2013)
•
Software Quality Assurance (2007-2012)
•
Various jobs in the insurance industry gaining office, computer, and analytic skills for 33 years.
•
13 years with Brodart
•
Marge began her career at Brodart testing automated processes in various cataloging modules
and gaining knowledge of the services that Brodart offers. She then moved to the Acquisitions
Department to broaden her knowledge of the company through the buyers prospective. During
that time, she assisted Collection Development with Series cleanup. She was recruited to come
to Collection Development full-time as a Plans Coordinator, setting up FASTips and TIPS profiles
and also placing customer’s orders.
Laura Young - Collection Development Project Librarian
B.A. – English, Austin Peay State University, Clarksville, TN
M.A. – English, Austin Peay State University, Clarksville, TN
M.S. – Information Science, University of Tennessee, Knoxville, TN
•
Collection Development Project Librarian, Brodart Co. (2016-Present)
•
Cataloging Services Librarian, Compleat (2008-2016)
•
Reference Assistant, Hodges Library, University of Tennessee (2006-2008)
•
Teaching Assistant, School of Information Science, University of Tennessee (2007-2008)
•
12 years with Brodart
•
Working with libraries comes naturally to Laura, from her experience working with patrons at
the reference desk in an academic library to working with public libraries on both opening day
collections and day to day ordering. She has learned the art of meeting diverse patrons’ needs
and looks forward to helping libraries do that each and every day. She understands the
challenges facing librarians trying to balance a collection with patron-driven selections as well as
staples that people have come to expect from their public library, and her additional cataloging
knowledge gives her a unique insight into what it takes to get a book from selection to delivery.
Cataloging Team
Marci Hubler – Cataloging Services Librarian
B.A. - Russian, The Pennsylvania State University
M.S.L.S – Clarion University of Pennsylvania
•
Cataloging Services Librarian, Compleat Book-Serv, Brodart Co.(1999-Present)
•
Project Manager, Compleat Book-Serv, Brodart Co. (1995-1999)
•
Cataloger, Compleat Book-Serv, Brodart Co. (1993-1995)
•
27 years with Brodart
•
Marci is responsible for profiling the cataloging specifications for our new customers and
communicating those instructions to our in-house cataloging and programming staff. As a
Cataloging Services Librarian Marci directs the ongoing changes in cataloging specifications for
60 custom cataloging accounts. With her past experience as a Project Manager, Marci worked
on at least 20 opening day collections and over 30 ongoing accounts during the setup,
maintenance, delivery and shelving phases of the projects. Marci also manages the professional
and paraprofessional librarian staff.
Johannah Sherwood - Cataloging Services Librarian
B.A. – Environmental Science, Bloomsburg University of Pennsylvania
M.L.I.S. – Library and Information Science, Drexel University
•
Cataloging Services Librarian, Brodart Co. (2019–Present)
•
New to the library profession – bringing fresh perspectives
•
Johannah is responsible for profiling the cataloging specifications for our new customers and
communicating those instructions to our in-house cataloging and programming staff. As a
Cataloging Services Librarian, Johannah directs the ongoing changes in cataloging specifications
for custom cataloging accounts and for general maintenance of basic cataloging specifications.
Scott Piepenburg - Cataloging Services Manager
B.A. – Theological languages, Concordia University – Wisconsin
M.A. – American History, University of Wisconsin – Milwaukee
M.L.I.S. – Library and Information Science – University of Wisconsin – Milwaukee
•
Cataloging Services Manager, Brodart Co. (2018 – Present)
•
Head of Cataloging, Our Lady of the Lake University, San Antonio, TX. (2018)
•
Head of Cataloging/Government Documents, Valdosta State University, Valdosta, GA (2014-
2018)
•
Cataloging Coordinator/Metadata Manager/Government Documents Library, University of
Wisconsin – Stevens Point, Stevens Point, WI (2011-2014)
•
Library System Administrator, Dallas Independent School District, Dallas, TX (2007-2011)
•
Assistant Director of Technical Services, Hampton University, Hampton, VA (2003-2007)
•
Cataloging Supervisor, Infotrieve, Inc., Canton, MI (2000-2002)
•
District Cataloger, Dallas Independent School District, Dallas, TX (1994-2000)
•
Adjunct Professor for Cataloging and Technical Services, Texas Woman’s University, Denton, TX
(1997-2000)
•
MARC Consultant and Trainer, Follett Software Company, McHenry, IL (1990-1994)
•
Sales Representative, EBSCO Subscription Company, Birmingham, AL (1988-1989)
•
Head of Technical Services, Vincennes University, Vincennes, IN (1986-1988)
•
34 years library experience
•
Author of 5 books on cataloging
•
Scott is responsible for overseeing cataloging and training at Brodart as well as working with
other departments in the creation and maintenance of Brodart’s proprietary databases. Scott
has experience in multiple library types and library management systems.
SAMPLE MARC RECORD FOR SCOTTSDALE PUBLIC LIBRARY
OCLC NUMBER 1140695516
LDR pam 22 i 4500
001
[system control number here]
005
20201028014443.0
008
200427s2020 nyua b 001 0 eng
010
‡a 2020019321
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‡a9780062894007‡q(hardcover)
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‡a0062894005
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‡z9780062894021‡q(epub)
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‡aBRO
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‡a[OCLC number formatting]1140695516
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‡aDNLM/DLC‡beng‡erda‡cDLC‡dOCLCO‡dOCLCF
042
‡apcc
082
00
‡a616.99/4‡223
092
‡a616.994‡bFUNG
100
1
‡aFung, Jason,‡eauthor.
245
14
‡aThe cancer code :‡ba revolutionary new understanding of a medical mystery /‡cDr.
Jason Fung.
250
‡aFirst edition.
264
1
‡aNew York, NY :‡bHarper Wave, an imprint of HarperCollins Publishers,‡c[2020].
300
‡aviii, 360 pages :‡billustrations ;‡c24 cm
336
‡atext‡btxt‡2rdacontent
337
‡aunmediated‡bn‡2rdamedia
338
‡avolume‡bnc‡2rdacarrier
504
‡aIncludes bibliographical references (pages 313-342) and index.
505 0
‡aTrench Warfare -- The History of Cancer -- What is Cancer? -- Carcinogens -- Cancer
goes Viral -- The Somatic Mutation Theory -- Cancer's Procrustean Bed -- The
Denominator Problem -- A False Dawn -- The Seed and the Soil -- The Origins of Life
and the Origins of Cancer -- Tumoral Evolution -- Cancerous Transformation --
Nutrition and Cancer -- Hyperinsulinemia -- Growth Factors -- Nutrient Sensors -- The
Warburg Revival -- Invasion and Metastases -- The Strange Story of Cancer --
Prevention and Screening -- Dietary Determinants -- Immunotherapy.
520
‡a"Author Dr. Jason Fung returns with a biography of cancer in which he offers a
radical new paradigm for understanding cancer and issues a call to action for reducing
risk moving forward"--‡cProvided by publisher.
650
12
‡aNeoplasms.‡0(DNLM)D009369
650
0
‡aCancer‡vPopular works.
650
7
‡aPhysical fitness‡xHealth aspects.‡2fast‡0 (OCoLC)fst01062580
776 08
‡iOnline version:‡a Fung, Jason, ‡t The cancer code ‡b First edition. ‡d New York, NY :
Harper Wave, 2020. ‡z9780062894021‡w (DLC) 2020019322
ATTACHMENT C
EXHIBITS
Packing Slip
Exhibit A
Sample Invoice
Exhibit B
Credit & Return
Exhibit C
-
Credit Memo
-
Return & Credit Memo Policies
Sample Reports
Exhibit D
-
On-Order Title Status Report
-
Cancellation Report
-
Confirmation Report
-
Statement
Category/Binding Definitions
Exhibit E
8789308
PACKING SLIP
Phone:
Fax:
(800) 233-8467
(570) 326-2461
(800) 999-6799
DATE
PAGE
04/21/2016
1
Ship To Acct No. 0123451
ABC PUBLIC LIBRARY
123 MAIN STREET
ANYTOWN, US 12345
Acct Type:
Project: COMPLEAT BOOK SERV
Bid/Contr:
B/T Desc:
PACKING SLIP NO.: 104039214000
KIT GROUP: 2
Item No
Sales Order
Line No
Author
Format
Street Date
Title
Qty
PO #
Branch
Customer
Reference
List Price
9780613054904
1195331
160
Bonsall, Crosby
BrodartBound-Sewn
MINE'S THE BEST, NEWLY
ILLUSTRATED ED
2
B15255
d
b10113046
$13.55
9780613054904
1195331
159
Bonsall, Crosby
BrodartBound-Sewn
MINE'S THE BEST, NEWLY
ILLUSTRATED ED
1
B15255
t
b10113046
$13.55
9780613054904
1195331
165
Bonsall, Crosby
BrodartBound-Sewn
MINE'S THE BEST, NEWLY
ILLUSTRATED ED
1
B15255
p
b10113046
$13.55
9780613054904
1195331
158
Bonsall, Crosby
BrodartBound-Sewn
MINE'S THE BEST, NEWLY
ILLUSTRATED ED
1
B15255
m
b10113046
$13.55
9780613054904
1195331
166
Bonsall, Crosby
BrodartBound-Sewn
MINE'S THE BEST, NEWLY
ILLUSTRATED ED
1
B15255
w
b10113046
$13.55
9780808593782
1195331
74
Ness, Evaline
BrodartBound-Sewn
Sam, Bangs & Moonshine, Picture Book
1
B15255
t
b1050235x
$19.65
9780808593782
1195331
75
Ness, Evaline
BrodartBound-Sewn
Sam, Bangs & Moonshine, Picture Book
1
B15255
p
b1050235x
$19.65
9780808593782
1195331
76
Ness, Evaline
BrodartBound-Sewn
Sam, Bangs & Moonshine, Picture Book
1
B15255
w
b1050235x
$19.65
9780808593782
1195331
77
Ness, Evaline
BrodartBound-Sewn
Sam, Bangs & Moonshine, Picture Book
3
B15255
d
b1050235x
$19.65
9780808593782
1195331
73
Ness, Evaline
BrodartBound-Sewn
Sam, Bangs & Moonshine, Picture Book
1
B15255
m
b1050235x
$19.65
Total Qty :
13
Total Units :
13
EXHIBIT A
8781103
Bill To Acct No.
012345
ABC PUBLIC LIBRARY
123 MAIN STREET
ANYTOWN, US 12345
INVOICE: B4925736
DATE
PAGE
03/16/2017
1
Phone: (800) 233-8467
Fax: (800) 999-6799
Ship To Acct No. 0123452
FAST TIPS ACCT
ABC PUBLIC LIBRARY
123 MAIN STREET
ANYTOWN, US 12345
Packing Slip No. 104372425000
Terms: Net Due in 30 Days
Brodart No.
Item No.
Format
Author
Pub Date
Publisher
Title
Qty
Units
Branch
PO No.
Order No.
Customer
Reference
List Price
Discount
Net Price
Ext Price
Charge
Code
Charge Codes: 'S' - Service Charge, 'C' - BrodartConvert, 'L' - BrodartGuard
117480711
9780399583933
Mass Paper
Feehan, Christine
03/21/2017
Jove
Bound Together
1
1
ADU0903
1260386
07-SEP-16
$7.99
41.5%
$4.67
$4.67
L
116825286
9780553391961
Hardcover
Macomber, Debbie
03/21/2017
Ballantine Books
If Not for You : A Novel
1
1
ADU0903
1260386
07-SEP-16
$27.00
45.0%
$14.85
$14.85
117174971
9780399576683
Hardcover
White, Randy Way
03/21/2017
G. P. Putnam's So
Mangrove Lightning
1
1
ADU0903
1260386
07-SEP-16
$27.00
45.0%
$14.85
$14.85
PO Number: ADU0903
Subtotal Quantity:
Subtotal Units:
3
3
Item Subtotal:
$34.37
117346098
9781524774622
Trade Paper
Macomber, Debbie
03/21/2017
Random House La
If Not for You : A Novel, Large Type
1
1
LP0903
1260315
07-SEP-16
$29.00
41.5%
$16.96
$16.96
L
PO Number: LP0903
Subtotal Quantity:
Subtotal Units:
1
1
Item Subtotal:
$16.96
Charge Description
Units
Unit Price
Ext Price
BrodartGuard
2
$2.00
$4.00
Total Quantity:
4
Total Units:
4
Item Total:
$51.33
C&P Charge:
$4.00
INVOICE TOTAL:
$55.33
EXHIBIT B
8781103
Bill To Acct :
012345
ABC PUBLIC LIBRARY
INVOICE: B4925736
DATE
03/16/2017
Include this form with your payment to:
Brodart Co
L-3544
Columbus, OH 43260-0001
Fed. ID# 23-2248758
Terms: Net Due in 30 Days
Total Quantity:
4
Total Units:
4
INVOICE TOTAL:
$55.33
Amount Enclosed: ____________________
EXHIBIT C
Brodart Return and Credit Policies
Before returning any material, customers must receive a return authorization from their Account
Manager. All material returns must be accompanied by a copy of the packing slip or invoice indicating
the titles and quantities being returned and the reason for return. All approved returns must be
received at Brodart within three months of invoice date. You have the option of receiving a no-charge
replacement or credit.
Publisher defective and/or damaged material can be returned upon request. A no-charge replacement
or credit memo will be generated. Please identify the item as damaged and/or defective before packing
for return to Brodart.
If we at Brodart make an error relative to incorrect specifications, processing, Purchase Order Do-Not-
Exceed dollar amount, wrong title, or bind, we will accept the return of material without question and
supply a postage-paid return mailing label. You have the option of receiving a no-charge replacement or
credit. If you choose to receive a credit, please contact your Account Manager. If you choose a no-
charge replacement, Brodart can re-order the material for you and adjust invoices accordingly. Or, if the
total retail price of the material is less than $50.00, simply return the items with a copy of your invoice
or packing slip, note the problem, and deduct the amount from the invoice.
Please note: any item ordered as a result of customer error, item canceled while in processing, or titles
not suitable are non-returnable.
Approval to return material that is not suitable because of subject or language not reflected in review
sources will be handled on an individual basis at the time of request. Approval in these situations will
not allow for processing and/or freight charges to be refunded.
Processed material and converted books where the correct title and correct processing are furnished,
are non-returnable. Items that have been marked, accessioned, or stamped by the library in any way
are also non-returnable.
A 15% handling fee may be applied for unauthorized returns to cover the cost of receiving and
returning the material to inventory.
This policy applies to all orders whether received by mail, telephone, or electronic transmission.
Your Account Manager will be happy to assist you with any questions.
EXHIBIT C
500 Arch Street
CRA: A12345
Credit / Return Authorization
Williamsport, PA 17701
Page 1 of 1
CRA:
Authorization Date
ABC LIBRARY
Ship-To Accoutn No. - B
123 ABC LANE
Bill-to Account No. - B
ALPHABET, US 12345
Purchase Order No. -
Invoice No. -
Invoice Date -
Country Code -
Dear Customer -
We are sorry there has been difficulty with your order. The following action is auhorized…
OUR ACTION
We have reordered damaged, defective, incorrect or missing titles still available from the publisher.
These items will be re-billed when shipped.
Discrepant items have NOT been reordered.
OTHER
YOUR ACTION
IMPORTANT! Please note
CODE
QTY
AMOUNT
If you need to return the book(s) a shipping label and
CBK
1
$4.49
return authorization have been enclosed for your
convenience.
Totals
1
$4.49
Please return books.
Books have been received.
CREDIT MEMO (Send copy with payment)
Your account has been credited -
$4.49
Date -
3/31/2019
TITLES AFFECTED
AUTHOR
TITLE
QTY
AMOUNT
REASON
McDANIEL
NO TIME TO CRY
1
$4.49
Totals -
1
$4.49
Credit / Return Authorization CRA: A12345
Page 1 of 1
3/31/2019
A12345
S / A ENTRY
* * * Sample Credit Memo * * *
Z987654
A99999Z
11111
11111
NOT CANADA
3/1/2019
8614818
Ship To Acct No. 012345A
FLEX ADULT PROCESSED ACCT
ABC PUBLIC LIBRARY
123 MAIN STREET
ANYTOWN, US 12345
CANCELLATION NOTICE
DATE
PAGE
01/23/2017
1
Phone:
Fax:
(800) 233-8467
(570) 326-2461
(800) 999-6799
Bill To Acct No.
012345
ABC PUBLIC LIBRARY
123 MAIN STREET
ANYTOWN, US 12345
CAN
CIT
EBL
EDD
FPC
INA
Cancelled Per Customer Request
Cannot Identify Title
End of Backorder Life
End Date for DNE Plan
One Shipment Only - No Backorders
Inventory Not Available
ISR
MOD
NAO
NYP
OP
Invalid Special Request
Must Order Direct from Publisher/Distributor
Not Available as Ordered
Not Yet Published - Reorder, see pub date
Out of Print
OSI
PC
PCF
POB
PPI
USR
Publisher Out of Stock Indefinitely
Publication Cancelled
Publisher Changed Format
Publisher Out of Business
Publication Postponed Indefinitely
No US Rights
Brodart No.
Item No.
Author
Pub Date
Title
Qty
Customer
Reference
PO No.
Order No.
Branch
List Price
Cancel
Code
117561614
9781587675713 10/31/2016
Six Scary Stories, Short Stories
1
.o10440732
14821582820022
1293022
fab
$24.95
OSI
117551333
9780062413208
Martini,
Steve
02/20/2018
The Secret Partner : A Paul Madriani Novel
3
.o10441487
14842429040022
1300324
fab
$27.99
PPI
117551333
9780062413208
Martini,
Steve
02/20/2018
The Secret Partner : A Paul Madriani Novel
3
.o10441529
14848750610022
1302916
fab
$27.99
PPI
Total Qty :
7
EXHIBIT D
8657166
Ship To Acct No. 012345
ABC PUBLIC LIBRARY
123 MAIN STREET
ANYTOWN, US 12345
On Order Title Status Notice
DATE
PAGE
02/06/2017
1
Phone:
Fax:
(800) 233-8467
(570) 326-2461
(800) 999-6799
Bill To Acct No.
012345
ABC PUBLIC LIBRARY
123 MAIN STREET
ANYTOWN, US 12345
Alloc
Bkord
Title just received from publisher
Title on order to publisher
InProc
InResv
Research
Title being processed
Insufficient order life or insufficient funding available to provide this item
Item is being researched
Brodart No.
Item No.
Author
Pub Date
Title
Qty
Order
Date
Customer
Reference
PO No.
Order No.
Branch
List
Price
Status
117784192
9780385514231
Brown, Dan
10/03/2017
Origin
1
01/11/2017
011117
1299946
$29.95
Bkord
[NYP]
117115886
9780062469687
Butler,
Nickolas
03/07/2017
The Hearts of Men : A Novel
1
12/12/2016
121216
1291106
$26.99
Bkord
[NYP]
117178632
9781501139260
Oakley,
Colleen
03/07/2017
Close Enough to Touch : A Novel
1
12/29/2016
122916
1296001
$24.99
Bkord
[NYP]
116088516
9781250096982
Lodato,
Victor
03/07/2017
Edgar and Lucy : A Novel
1
12/29/2016
122916
1296001
$27.99
Bkord
[NYP]
116357029
9780812994049
Ruskovich,
Emily
01/03/2017
Idaho : A Novel
1
12/29/2016
122916
1296001
$27.00
Bkord
116087323
9781250056252
Berry, Steve
04/04/2017
The Lost Order : A Novel
1
12/29/2016
122916
1296001
$28.99
Bkord
[NYP]
116088915
9781250077752
Hepworth,
Sally
02/21/2017
The Mother's Promise : A Novel
1
12/29/2016
122916
1296001
$26.99
Bkord
[NYP]
117085464
9780316311564
Lansdale,
Joe R.
02/21/2017
Rusty Puppy
1
12/29/2016
122916
1296001
$26.00
Bkord
[NYP]
Titles
Qty
Backordered:
1
1
Backordered (NYP):
7
7
Allocated:
0
0
In Process:
0
0
In Reserve:
0
0
Research / Error Items:
0
0
Grand Total:
8
8
EXHIBIT D
8581111
Ship To Acct No. 0123451
FASTIPS ACCOUNT
ABC PUBLIC LIBRARY
123 MAIN STREET
ANYTOWN, US 12345
CONFIRMATION REPORT
DATE
PAGE
01/11/2017
1
THIS IS NOT AN INVOICE
Phone:
Fax:
(800) 233-8467
(570) 326-2461
(800) 999-6799
Bill To Acct No.
012345
ABC PUBLIC LIBRARY
123 MAIN STREET
ANYTOWN, US 12345
Order Source: BIBZ2
Profile No.: 153049
Cust PO No.: TEEN0107
Sales Order No.: 1298914
Status:
Cancelled - Item has been cancelled
OrdRcvd - Order has been received for processing
Research - Item is being researched
Charge Code: 'S' Service Charge 'C' BrodartConvert 'L' BrodartGuard
Cancel Code:
CIT
ISR
MOD
Cannot Identify Title
Invalid Special Request
Must Order Direct from Publisher/ Distributor
NAO
OP
OSI
PC
Not Available as Ordered
Out of Print
Publisher Out of Stock Indefinitely
Publication Cancelled
PCF
POB
PPI
USR
Publisher Changed Format
Publisher Out of Business
Publication Postponed Indefinitely
No US Rights
Brodart ID
ISBN
Format
Author
Pub Date
Status
Title
Qty
Branch
Collection
Fund
Customer
Reference
List Price
Discount
Net Price
Ext Price
Charge Code
Cancel Code
117149241
9780062385611
Hardcover
Scieszka, Jon
04/04/2017
OrdRcvd [NYP]
Heroes and Villains, Short Stories
1
$16.99
10.0%
$15.29
$15.29
116725788
9780062343413
Hardcover
Hunter, Erin
02/07/2017
OrdRcvd [NYP]
Into the Shadows
1
$16.99
45.0%
$9.34
$9.34
117138053
9780399550324
Hardcover
Armstrong, Kell
04/18/2017
OrdRcvd [NYP]
Missing
1
$17.99
45.0%
$9.89
$9.89
117306657
9781626725492
Hardcover
Sedgwick, Marc
04/25/2017
OrdRcvd [NYP]
Saint Death : A Novel
1
$17.99
10.0%
$16.19
$16.19
116239263
9780062342188
Hardcover
Grant, Michael
01/31/2017
OrdRcvd [NYP]
Silver Stars
1
$18.99
45.0%
$10.44
$10.44
Titles
Qty
Confirmed
5
5
Cancelled
0
0
Research / Error Items
0
0
Item / Service
Qty
Price
Ext Price
Item Total
5
$61.15
Total
$61.15
EXHIBIT D
ABC PUBLIC LIBRARY
123 MAIN STREET
ANYTOWN, USA 12345
EXHIBIT D