2007023260att01-pricing_rev_051322.xlsx

Instructions - Lot 1

BOOKS, SERIALS, DATABASES,

Lot 1 - Printed Publications and Non-Print Library Materials - Pricelist Instructions

Printed Publications and Materials, and Non-Print Library Materials, and Periodicals:

For Item Categories (1 - 44b): In accordance with Solicitation Section 5.1.1, Lot 1 -Printed Publications and Non-Print Library Materials Award Methodology, Bidders may bid on one or more Item Categories. Bidder should fill in ALL grey-shaded cells. If not bidding on an Item, enter "N/A" in the associated cell.

If Bidder offers discounts on items identified to be within the scope pursuant to Section 1.2.1 - Lot 1 - Printed Publications and Non-Print Library Materials which have not been assigned an Item Number and Category, Bidder shall add these items individually to the end of each applicable section labeled "Other." Bidder shall provide a category description for each type of item (e.g.,: Other: Board Books) and all other pricing information listed below. If Bidder requires additional rows to accommodate "Other" categories, bidder may add rows at the end of each applicable section. This is the only spreadsheet modification permitted.

1. Discount Off List Price: Bidder shall offer a percentage discount from list price. Bidder may bid a single discount (e.g., 30%) or a range (30-50%). All percentages shall not exceed two decimals (e.g., 6.00% and 6.25% are permitted; 6.2522% is not permitted).

2. Volume Pricing - Price Breaks for Single Title: List any additional discounts applied to volume pricing for a single title (e.g., 40% off 25+ copies and 45% off 50+ copies).

3. Net Handling Service Charge: Bidder may offer a net handling charge per order (monetary charge). If no charge applies, list zero.

4. Maximum Service Charge: Only Periodicals Bidders may enter a Maximum Service Charge. Maximum Service Charge shall be a percentage. All percentages shall not exceed two decimals (e.g., 6.00% and 6.25% are permitted; 6.2522% is not permitted). If Periodicals Bidders have previously offered a range, such as 95% - 104%, this will now be expressed as a 5% Discount Off List Price (see #1) and a 4% Maximum Service Charge.

5. Additional Information: Bidder shall include any other pricing methodologies that apply to each item listed, such as Packaged Pricing, Full Time Equivalent (FTE) Models, any Licensing Models, etc.

6. Other Pricing Notes: Bidder may include further information regarding their pricing in the gray shaded Notes sections.

Additional Discounts: Bidder may include additional discounts based on individual purchases based on volume, prepayment plans, deposit accounts, etc. in the Additional Discounts chart.

Optional Products and Services (Items 45 - 56e):

In accordance with Solicitation Section 5.1.1.1, Optional Products and Services, Bidders are encouraged to offer Optional Products and Services if they pertain to the provision of Printed Publications and Non-Print Library Materials identified to be within scope pursuant to Section 1.2.1.1 - Lot 1 - Printed Publications and Non-Print Library Materials. Only Optional Products and Services offered in conjunction with Printed Publications Non-Print Library Materials will be considered for award. Optional Products and Services shall not be awarded separately. Bidder should fill in ALL grey-shaded cells. If not bidding on an Item, enter "N/A" in the associated cell.

Bidders offering Optional Products and Services shall list monetary charges for any and all services in the Amount Charged column and a description of the Product or service in the Description column (e.g., Item 55, Book Covers' description may be "loose mylar book jackets"). Bidders may offer additional pricing methodologies in the Other Pricing Notes row. If a Bidder is offering an Optional Product or Service at no additional charge, Bidder shall list the Product or Service offered and then list "No Charge" on the corresponding pricing line.

If Bidder offers Optional Products and Services identified to be within the scope pursuant to Section 1.2.1.1 - Lot 1 - Printed Publications and Non-Print Library Materials which have not been assigned an Item Number and Category, Bidder shall add these items individually to Item 56: Other. Bidder shall provide a category description for each type of item (Ex: Other: DVD Processing) and all other pricing information listed above. If Bidder requires additional rows to accommodate "Other" categories, bidder may add rows to the end of this section. This is the only spreadsheet modification permitted.

23260 - Attachment 1 (Revised 05/13/22) &A &P of &N

Lot 1 - Print

&A &P of &N

Instructions - Lot 2

BOOKS, SERIALS, DATABASES,

Lot 2 - Electronic Publications - Pricelist Instructions

Electronic Periodicals, eBooks, and Other Electronic Materials:

For Item Categories (1 - 29c): In accordance with Solicitation Section 5.1.2, Lot 2 - Electronic Publications Award Methodology, Bidders may bid on one or more Item Categories. Bidder should fill in ALL grey-shaded cells. If not bidding on an Item, enter "N/A" in the associated cell.

If Bidder offers discounts on items identified to be within the scope pursuant to Section 1.2.2 - Lot 2 - Electronic Publications which have not been assigned an Item Number and Category, Bidder shall add these items individually to the end of each applicable section labeled "Other." Bidder shall provide a category description for each type of item (e.g., Other: Streaming Abridged Audiobook Content) and all other pricing information listed below. If Bidder requires additional rows to accommodate "Other" categories, bidder may add rows at the end of each applicable section. This is the only spreadsheet modification permitted.

1. Discount Off List: Bidder shall offer a percentage discount from list price. Bidder may bid a single discount (Ex: 30%) or a range (30-50%). All percentages shall not exceed two decimals (e.g., 6.00% and 6.25% are permitted; 6.2522% is not permitted).

2. Maximum Service Charge: Only Periodicals Bidders may enter a Maximum Service Charge. Maximum Service Charge shall be a percentage. All percentages shall not exceed two decimals (e.g., 6.00% and 6.25% are permitted; 6.2522% is not permitted). If Periodicals Bidders have previously offered a range, such as 95% - 104%, this will now be expressed as a 5% Discount Off List Price (see #1) and a 4% Maximum Service Charge.

3. Additional Information: Bidder shall include any other pricing methodologies that apply to each item listed, such as Full Time Equivalent (FTE) Models, any Licensing Models, etc.

4. Other Pricing Notes: Bidder may include further information regarding their pricing in the gray shaded Notes sections.

Additional Discounts: Bidder may include additional discounts based on individual purchases based on volume, prepayment plans, deposit accounts, etc. in the Additional Discounts chart.

Optional Products and Services (Items 30 - 33d):

In accordance with Solicitation Section 5.1.2.1, Optional Products and Services, Bidders are encouraged to offer Optional Products and Services if they pertain to the provision of Electronic Publications identified to be within scope pursuant to Section 1.2.2.1 - Lot 2 - Electronic Publications. Only Optional Products and Services offered in conjunction with Electronic Publications will be considered for award. Optional Products and Services shall not be awarded separately. Bidder should fill in ALL grey-shaded cells. If not bidding on an Item, enter "N/A" in the associated cell.

Bidders offering Optional Products and Services shall list monetary charges for any and all services in the Amount Charged column and a description of the product or service in the Description column (e.g., Item 30, Customized Reports, would include a description of the items included in the report). Bidders may offer additional pricing methodologies in the Other Pricing Notes row. If a Bidder is offering an Optional Product or Service at no additional charge, Bidder shall list the Product or Service offered and then list "No Charge" on the corresponding pricing line.

If Bidder offers Optional Products and Services identified to be within the scope pursuant to Section 1.2.2.1 - Lot 2 - Electronic Publications which have not been assigned an Item Number and Category, Bidder shall add these items individually to Item 33: Other. Bidder shall provide a category description for each type of item (e.g., Other: Platform Fee) and all other pricing information listed above. If Bidder requires additional rows to accommodate "Other" categories, bidder may add rows to the end of this section. This is the only spreadsheet modification permitted.

&A &P of &N

Lot 2 - Electronic

AND LIBRARY RESOURCE MANAGEMENT PRODUCTS

&A &P of &N

Instructions - Lot 3

BOOKS, SERIALS, DATABASES,

Lot 3 - Databases - Pricelist Instructions

In accordance with Solicitation Section 5.1.3, Lot 3 - Databases Award Methodology, Bidders are requested to provide a List Price, Discount, and Net Price for each Product offered to the extent possible. If Bidder does not offer Products under a discount from List Price methodology, then just a Net Price should be provided and Bidder should list N/A in the List Price and Discount Columns. Bidder shall provide a Database Name/Description for all Product offerings, including for any Products included as part of a bundle. Bidder should also provide an accompanying Product Code or Stock Keeping Unit (SKU), if applicable, for each Product. Bidders are not required to offer all the pricing options listed below, but are highly encouraged to offer all available pricing options offered by Bidder. The pricing submitted should include multiple pricing options, including, but not limited to, the following options.

1. Fixed Price - Unlimited End Users and Usage This will provide unlimited access to the Contractor’s Database(s) for an annual fixed fee that will be based on Full Time Equivalents (FTEs). FTEs are based on one of the following factors: number of End Users at an entity, enrollment, book budget, IP class, per site charges or other standard pricing for unlimited access licensing by the Authorized User utilizing the Contract. If the Authorized User diminishes the specified number of FTEs authorized to access the Licensed Database during the license term, Authorized User would be entitled to a credit for the price difference for the applicable time period (i.e., from the start date of the lower usage to the end of the license term).

2. Unlimited Usage - Limited Concurrent Users Where Contractor provides a Database or Databases based upon “Maximum Simultaneous or Concurrent User Session”, Contractor will grant license rights to the specified maximum number of Concurrent Users authorized to access the Database simultaneously without reference to location or named End Users in accordance with the specific terms of the applicable license. If the Authorized User diminishes the specified maximum number of simultaneous End Users authorized to access the Licensed Database during the license term, Authorized User would be entitled to a credit for the price difference for the applicable time period (i.e., from the start date of the lower usage to the end of the license term).

3. Transactional Charges for Occasional End Users This option is intended to address the needs of an occasional End User of a Database for instances where Authorized User’s Database access does not justify the fixed fee for unlimited access based on FTEs or simultaneous End User approaches. The desired approach is a solution that is results oriented (e.g., per citation charge).

4. A La Carte Pricing/Customized Options A la carte, customized, or bundled pricing is designed for Authorized Users who may not require all the resources in a Database or do require a customized Database bundle. This enables Authorized Users to select resources to best fit their needs. If a Bidder elects to include this pricing model, they must provide a complete breakdown of the pricing model and offerings must be composed of individual items on the pricelist. The breakdown must include all SKUs, Product Codes and Descriptions.

If Bidder offers bundled pricing, the pricing for each individual Product that’s part of a bundle shall not exceed the base Net Price listed on the Bidder’s pricelist. Any cumulative bundled pricing shall not exceed the sum of the individual Products that make up the bundle. Bidder shall be required to identify on their pricelist all individual Products and associated pricing that are part of a bundle.

Worksheet Modification: Pricelists may be segmented by Product or service type at the discretion of the Bidder by inserting new rows below Row 14 and formatting them (i.e. by using highlighting/shading, italics, bold, and/or color fonts). Contractor may also add tiers to the Tiered Pricing chart, as described below. Any attempt to alter or modify the Worksheet beyond what is allowed may result in a bid being deemed non-responsive and rejected.

Library Type: If Bidder offers Products to all library types at the same cost, enter "All Libraries" in the library type column.

Library Tiers: If Bidder offers Products to libraries at varying price points based on FTE, Bidder shall completed the Tiered Pricing chart and enter a corresponding tier number in the Library Tiers column. If Bidder offers pricing in more than 6 tiers, Bidder may add additional tiers to the Tiered Pricing chart beginning in J14.

If Bidder does not offer tiered pricing based on FTE, Bidder shall enter "N/A" in the Library Tier column for each product.

Other Pricing Notes: Bidder may include further information regarding their pricing in the gray shaded Notes section.

Optional Products and Services In accordance with Solicitation Section 5.1.3.5, Optional Products and Services, Bidders are encouraged to offer Optional Products and Services if they pertain to the provision of Database Products identified to be within scope pursuant to Section 1.2.3, Lot 3 – Databases. Bidder must bid and be awarded a Contract for at least one Database Product to be awarded a Contract that includes Optional Products and Services. Bidders may not bid Optional Products and Services alone, nor will Bidders be awarded a Contract only for Optional Products and Services.

Contractor shall identify Optional Products and Services by adding a section to the pricelist titled "Optional Products and Services" as described in the instructions above for Worksheet Modification. If a Bidder is offering an Optional Product or Service at no additional charge, Bidder shall list the Contract Net Price as “$0.00” on the corresponding pricing line.

&A &P of &N

Lot 3 - Databases

Additional Discounts or Ordering Information Notes

&A &P of &N

Instructions - Lot 4

BOOKS, SERIALS, DATABASES,

Lot 4 - Library Resource Management and Research Support Products - Pricelist Instructions

In accordance with Solicitation Section 5.1.4, Lot 4 - Library Resource Management and Research Support Products, Bidders are requested to provide a List Price, Discount, and Net Price for each Product and service offered to the extent possible. If Bidder does not offer Products and services under a discount from List Price methodology, then just a Net Price should be provided and Bidder should list N/A in the List Price and Discount Columns. Bidders shall offer discounts and/or a Net Price for any or all the applicable Products or services offered. Contract Net Prices must be reflected as a fixed price. A Product Code or Stock Keeping Unit (SKU) must be provided for every Product. A matching Product Code or SKU must appear on the pricelist(s) submitted to demonstrate reasonableness of price. If Bidder does not already have SKUs, only a unique Product Name or unique Product Description shall be used as a SKU.

Worksheet Modification: Pricelists may be segmented by Product or service type at the discretion of the Bidder by inserting new rows below Row 6 and formatting them (i.e. by using highlighting/shading, italics, bold, and/or color fonts). Contractor may also add tiers to the Tiered Pricing chart, as described below. Any attempt to alter or modify the Worksheet beyond what is allowed may result in a bid being deemed non-responsive and rejected.

Library Type: If Bidder offers pricelist products to all library types at the same cost, enter "All Libraries" in the library type column.

Library Tiers: If Bidder offers Products to libraries at varying price points based on FTE, Bidder shall completed the Tiered Pricing chart and enter a corresponding tier number in the Library Tiers column. If Bidder offers pricing in more than 6 tiers, Bidder may add additional tiers to the Tiered Pricing chart beginning in K14.

If Bidder does not offer tiered pricing based on FTE, Bidder shall enter "N/A" in the Library Tier column for each product.

Other Pricing Notes: Bidder may include further information regarding their pricing in the gray shaded Notes section.

Optional Products and Services In accordance with Solicitation Section 5.1.4.1, Optional Products and Services, Bidders are encouraged to offer Optional Products and Services if they pertain to the provision of Library Resource Management Products identified to be within scope pursuant to Section1.2.4, Lot 4 – Library Resource Management and Research Support Products. Bidder must bid and be awarded a Contract for at least one Lot 4 Product to be awarded a Contract that includes Optional Products and Services. Bidders may not bid Optional Products and Services alone, nor will Bidders be awarded a Contract only for Optional Products and Services.

Contractor shall identify Optional Products and Services by adding a section to the pricelist titled "Optional Products and Services" as described in the instructions above for Worksheet Modification. If a Bidder is offering an Optional Product or Service at no additional charge, Bidder shall list the Net Price as “$0.00” on the corresponding pricing line.

&A &P of &N

Lot 4 - Library Resource Mgmt

Additional Discounts or Ordering Information Notes

&A &P of &N