A2 Serials SOW DRAFT.pdf

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions”

Statement of Work: Serial Subscription Services

DRAFT

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions”

1. INTRODUCTION

1.1 Background

1.2 Purpose/Objectives

1.3 Anticipated Benefits

2. APPLICABLE CODES AND REFERENCES

3. SCOPE

3.1 Work to be Performed

Appendices

Appendix 1 - Definitions

Attachments

Attachment 1 - BSA Sample Title List

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions”

Established in 1947, Brookhaven National Laboratory (BNL), is a multi-program national laboratory located in Upton, NY. It is operated by Brookhaven Science Associates (BSA) for the U.S. Department of Energy (DOE). BNL has a staff of approximately 3,000 scientists, engineers, technicians, and support staff, as well as approximately 5,000 guest researchers annually.

Brookhaven National Laboratory advances the mission of the U.S Department of Energy's Office of Science through research in a variety of scientific, technical, engineering, and mathematical disciplines.

Serials are an essential source of scientific and technical information utilized by the Laboratory’s community. The Research Library seeks a financially sound, knowledgeable Contractor with demonstrated expertise in supplying serial subscription services to libraries for domestic and foreign serials published in electronic, print, and other formats. A sample title list showing example titles that may be purchased through a serials vendor is attached, see Attachment 1.

The Contractor shall furnish all qualified personnel, facilities, services, and supplies for the placement of new and renewal subscriptions to single or multiple addresses as described herein.

The subscriptions to be purchased under this contract are essential to the work and research of the Laboratory; interruptions in service and delays in order placement are detrimental to the Laboratory’s research effort. It is the objective of the Research Library to obtain its subscriptions through a contractor whose service combines prompt, accurate handling of orders with discounts where applicable, accurate and timely billing practices, efficient adjustment services, extensive e-journal management resources, and the most comprehensive coverage of publishers possible.

The Research Library supports the efficient and effective performance of BNL, by providing scientific and technical information to the Laboratory’s research community, thereby enhancing BNL’s ability to meet the needs of sponsors and to attract and maintain highly qualified staff.

The services provided under the contract will also reduce the expenditure of library resources on the placement, renewal, and fulfillment of subscriptions.

References to “BSA Designated Staff”, as used in this Statement of Work means the BSA Technical Representative and their Alternate Technical Representative.

Other definitions, as used in this statement of work, can be found in Appendix 1, Definitions.

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions”

This solicitation is for the acquisition of serial subscription services for BSA. The Contractor shall furnish all qualified personnel, facilities, and supplies for the placement of new and renewal subscriptions to single or multiple addresses for domestic and foreign serials and periodicals published in paper and other formats, and for related services.

The Contractor shall provide basic subscription services that include all of the tasks necessary to execute and manage orders for new and renewal subscriptions to serial publications, online databases, technical reports, and other information sources, both print and electronic. BSA will designate a Technical Representative and an Alternate Technical Representative that will be authorized to order with the Contractor. These tasks fall into the following four critical areas, described below:

3.1. A Order and Renew, Maintain and Manage Subscriptions

The Contractor shall provide subscription services for subscriptions in all media generally available via agents from foreign and domestic publishers. Ongoing subscription services shall include new subscriptions as well as renewals for journals, standing orders, databases, memberships, government documents, and abstracts/indexes in print and electronic formats, as well as back issues and special orders.

1. Best Price Available to BSA

BSA must be charged at the lowest publisher’s subscription rate applicable, at the time of order, (reflecting any pricing tiers, and discounts offered by the publisher including those available to Government customers).

2. Service Fees and Discounts

New subscriptions and renewal orders must be placed at the publisher’s price applicable to BSA and any discount plus any Contractor’s service charge and any delivery charge. The service charge shall be applied to debit invoices only. No administrative charges are to be applied to credit invoices.

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions”

3. Consortia and Other BSA Negotiated Subscription Orders Upon request by BSA, the Contractor shall process and pay invoices for Consortia and other BSA-negotiated subscriptions and add these orders to the Contractor’s online serials management system as part of BSA’s current subscriptions and incorporate them into BSA’s order records so that they are included in renewal lists and reports.

4. Subscription Periods

Subscriptions are entered for a specific term and are not to be entered on an until-forbidden or indefinite time, nor on an automatic renewal basis. Publisher permitting, the Contractor is required to place subscriptions at any time during the year and may be for less than a year duration.

5. Servicing the Subscription

The Contractor shall provide services required in this Statement of Work for each subscription for at least three (3) months after its expiration, i.e., the publication of the last issue covered by that subscription period.

6. Initial Title List Order Placement

a. BSA will provide, to the Contractor, a list of subscriptions, in Microsoft Excel format, to be ordered or renewed, and the associated ship-to address(es).

b. The Contractor will provide BSA with a newly formatted subscription list.

The Contractor shall organize the list into the format of an Annual Renewal List, (described in Section 10, Subscription Renewal Review Lists), and shall make the list available on its online serials management system to BSA for review within fifteen (15) working days of receipt of BSA’s Excel spreadsheet.

c. BSA will review the renewal list, make necessary changes, and return it to the Contractor. The Contractor shall reformat the renewal list, incorporating all changes, additions, and deletions, into a final confirmation list, and submit the confirmation list to BSA for its final approval.

d. BSA will review the confirmation list for accuracy, make any editing or other changes, and forward the confirmation list to the Contractor as the final title list. BSA may elect to waive the final confirmation list review.

e. The Contractor shall place renewals with the publishers within ten (10) working days of receiving the final authorization from BSA to order/renew.

7. Other than Initial Order Placement

The Contractor shall enter all new and renewal orders within ten (10) working days after receipt of the reviewed title list and final authorization from BSA to

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions” order/renew.

8. Transfer Renewals Upon contract starting, for all renewal orders, the Contractor shall notify the Publisher, in writing, of any change in billing address and Contractor contact information.

Renewal Orders in Subsequent Years

a. Unless otherwise agreed to in writing, between the Contractor and BSA, at least 90 days prior to subscription expirations, the Contractor will provide a complete list of previously ordered subscriptions (as described in Section 10, Subscription Renewal Review Lists), including any additional parts or titles that are now a part of the original ordered subscription and new additions to publisher package subscriptions.

b. BSA will make changes to the list and will return it to the Contractor for renewal/order.

c. Upon receipt of authorization from BSA to proceed and receipt of the corrected annual renewal listing, the Contractor will place the orders/renewals within ten (10) working days.

d. This renewal list shall be transmitted between the parties through the Contractor’s online serials management system.

9. Subscription Renewal Review Lists

The Contractor shall provide an online review listing from the Contractor's online serials management system as described below. The Contractor shall also make the list available for export in MS Excel format by BSA. The listings shall be sortable by "ship to” address, and shall alphabetically list all subscription titles ordered on record for that Consignee, and shall contain the following information:

a. Complete "Bill to" and "Ship to" addresses

b. Account numbers chargeable (BSA provided based on internal departments/divisions)

c. Title/Package Name

d. Publisher

e. Quantity per subscription

f. Subscription period based on BSA data

g. ISSN-International Standard Serial Number (when available)

h. Format (e.g., print, electronic)

i. Price, containing the latest known publishers' rates, including service charge and/or discount

j. Status of the subscription, such as bill later, non-cancelable, slow

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions” publication

k. Publication frequency

l. All additional titles which may not be due for renewal, but which are on record for a specific Consignee

m. An 80-character capacity local information field or fields for storing unique data for each title (e.g., internal fund accounting, subject identification, and BSA assigned numbers).

10. Rush Orders (infrequent occurrence)

Upon receipt of BSA’s telephone call, email or fax requesting a rush order, the Contractor shall transmit the order to the publisher within 24 hours, at the lowest available subscription price at the time of order. When the publisher will not accept the order without prior payment, the Contractor shall send out such payment within that same 24-hour period via credit card, if required.

11. Unavailable Titles

If publications are only available through a direct order arrangement, or are discontinued, suspended, are otherwise unavailable, the Contractor shall notify BSA within five (5) working days of BSA placing the order.

12. Title Changes

The Contractor shall inform BSA via email, within ten (10) working days of BSA placing the order, of publications that have had a change of title, a split or merge in title, change in frequency, or a change in the journal package offered by the publisher. BSA will then have the option to continue with placing the order, or to cancel the order.

13. Cancellation of Outstanding Orders

BSA may instruct the Contractor to cancel outstanding orders, publisher permitting, to clear obligations against prior fiscal years, or to clear funds for re-obligation within the current fiscal year.

14. Renewal Lists with Estimated Price Increases (infrequent, but crucial for budgeting)

The Contractor shall, at BSA’s request, provide renewal lists that indicate expected inflation and price increase estimates for BSA’s renewal list.

15. No Charge Materials

The Contractor shall be responsible for facilitating delivery of all material published within a given subscription year. Title pages, table of contents, annual or other indexes, and other materials normally supplied by the publisher at no added charge to a requesting subscriber, are to be supplied automatically

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions” by the Contractor to BSA at no additional charge.

16. Additional Materials Not Included in the Basic Subscription Price

The Contractor shall notify BSA of special issues, indexes, and unnumbered supplements not included in the basic subscription price. These items shall be made available to BSA by special order under this Agreement at the publisher's price, with no additional charges, other than any handling and transportation costs charged to the Contractor by the publisher.

17. Sample Copies (infrequent)

The Contractor shall request free sample copies of a serial when requested to do so by BSA.

18. Back Issues

Upon request from BSA, the Contractor shall acquire back issues of a title for up to one year prior to the date of the current volume if the title is available from the Publisher. Any costs associated with requesting back issues will need to be approved by BSA prior to placing the order with the Publisher.

19. Addresses

a. Bill to and Ship to Addresses. The Contractor shall support multiple shipping addresses, domestic and foreign, under one billing address.

b. Consignee addresses shall have the capacity for up to five (5) lines for each type of address, with each line up to 30 characters.

c. Change of Address. Within 10 working days of BSA’s notification of a Consignee address change, the Contractor shall notify the publisher of such change.

3.1.B. Provide web-based access to Subscription and Account Information and Other Administrative Services

1. Online Serials Management System

The Contractor must have an online serials management system accessible via the Internet that has, at a minimum, the following features:

a. User Interface to Publications

Ability for BSA to order, renew, and claim via the Web; access to a web-based catalog of titles and packages including pricing, frequency, publisher information, publisher claiming restrictions, title-specific news, access to order history and claims status, and the ability to search for missing issues and get replacements online.

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions”

b. Ability to search catalog and orders by:

• Title or series or package name

• ISSN

• Publisher

• Account Number or Subscriber

• Contractor-assigned reference number

• Order Status or Year

c. Display features

• Bibliographic/order information for each serial title including order number, title, publisher, ISSN, format, order status, subscriber name, subscription start and end dates

• Price

• Invoice number

d. Ability for BSA designated staff to place, edit, and cancel orders online.

Orders shall be retrieved daily by the Contactor. E-mail confirmation shall be sent to the Contracting Officer’s Representative within three (3) working days after request is made online.

e. Ability for BSA designated staff and up to three (other) potential users to place claims online. Claims shall be retrieved daily, on weekdays, by the Contractor.

f. Ability for BSA to generate reports on demand for download in Excel format

(or Excel compatible format, e.g., csv or comma delimited format) including:

Current Subscriptions. The Contractor shall make available a listing of all current subscriptions (titles with an expiration date on or after the date of the report’s request) that includes the following data:

title, publisher, ISSN, price, subscriber and/or ship-to address, subscription start and end dates, invoice number, quantity, and local information lines (able to capture any stored local information entered or requested by customer, for example internal fund accounting or local BSA number).

Financial Summary Report. The Contractor shall make available a listing on demand by year of all Contractor instigated credit or debit invoices to BSA for services provided. This report shall include title name and invoice number.

Claims Lists. The Contractor shall make available a listing of all outstanding claims and any responses received from the publishers.

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions”

Ship-to List. The Contractor shall make available a listing of all Customer consignees and their complete addresses.

2. Administrative Services

In addition, the Contractor shall provide the following administrative services:

a. Information Bulletins. The Contractor shall provide, at no cost, information bulletins updating the latest known information on various serial titles, including title changes, changes in frequency, or changes in subscription status (delayed publication, irregular, discontinued, etc.) delivered either within their online serials management system or via email.

b. Accessible System Support. Helpdesk staff available to work with BSA staff

Monday through Friday, from 9:00 a.m. to 4:00 p.m. (ET), to solve technical issues with the Contractor's online serials management system.

c. Training. At no additional cost to BSA, the Contractor shall provide initial virtual, instructor-led training for up to five (5) BSA Representatives on all features of its online system. After initial training, and/or any significant system process changes/upgrades instructional materials on all features of its online system could be provided instead of training for any users.

d. Links to Publishers' Websites. The Contractor shall provide in its online serials management system links to publisher’s websites to facilitate access to information on publishers' offerings.

e. Journal Support. On request, the Contractor shall supply BSA's details (IP addresses, etc.) to the publisher where required to enable access to e-journal subscriptions or the electronic component of print subscriptions.

f. EDI (Electronic Data Interchange) Compliant. The Contractor shall have the ability to encode and exchange electronic data including invoices using X12 standards with local databases/software systems including OCLC Worldshare Management Services.

g. Contractor Technical Representative. The Contractor, for the term of the contract, shall assign a representative and alternate contact by name, who are familiar with the terms of this Statement of Work, to provide

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions” personalized in-house assistance (via toll free or local (free to BSA) telephone number and email) to BSA, who can provide support in account transition from the incumbent and account claims resolution. The representative should be available Monday through Friday, from 9:00 a.m.

to 4:00 p.m. (ET). The representative shall respond to all inquiries within one (1) business day.

h. Records Retention. The Contractor shall maintain complete records of all bibliographic and financial transactions of BSA for up to three (3) years from the end date of the subscriptions. The Contractor shall provide, to BSA, immediate access to these records on demand, with the most recent two (2) years available for immediate access by BSA within the Contractor’s online serials management system.

3.1.C. Provide invoices and ensure timely and accurate payment of publishers and reimbursement of BSA, and financial account management.

1. Advance Payment to Publishers The Contractor shall pay all regular subscription orders in advance before the invoice is submitted to BSA. Upon request, the Contractor shall provide to BSA proof of payment of any order invoiced.

2. Costs in excess of authorized funding level

If the cost of titles to be ordered exceeds the authorized funding level, the Contractor shall stop the order process and notify BSA within three (3) working days, of discovery and provide price information on all titles not yet ordered. BSA will provide modified instructions for all titles not yet ordered. After receiving instructions from BSA, the Contractor has five (5) working days to place the remaining orders.

3. Monthly Itemized Invoices

The Contractor shall provide BSA with monthly itemized invoices. Invoices shall be sortable by "ship to" and "account number chargeable." Each invoice shall include, at a minimum, the following items:

a. Bill-to and Ship-to addresses

b. Account number or fund ID chargeable

c. Contract Number

d. Order number to publisher

e. Title or Package name

f. Format

g. Quantity

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions”

h. Subscription period, based on Contractor data

i. ISSN (whenever available)

j. Price plus other charges

k. Price status (i.e., firm price, bill later, estimated price) – if relevant.

4. Adjustments

The Contractor shall make additional payments as necessary and shall adjust for unforeseen allowable charges, such as currency fluctuations, price adjustments, or additional volumes, etc. BSA shall be notified and will need to approve or request a cancellation if the amount of adjustment is more than 10% of the original cost.

5. Financial Account Management

The Contractor shall provide support to BSA in tracking funds obligated against the authorized funding level. Support shall include the following:

a. Best Estimates of Supplemental and Bill-Later Charges

Initial pre-order price quotes will contain estimates of costs for publisher "bill later" items. In subsequent years, estimates of such continuations will be included on renewal lists to ensure funding availability is maintained. The Contractor shall supply, upon request and at no charge, a listing by title showing "bill later" titles billed versus those not yet billed.

b. Report of Estimated Outstanding Charges

BSA may request a report of estimated outstanding charges, that the vendor has not yet billed for, prior to the end of the fiscal year.

6. Cancellations and Refunds

The Contractor shall cancel orders with publishers upon BSA’s request. All cancellations shall be accomplished within five (5) working days upon appropriate notification from BSA. The Contractor shall recover funds from publishers whenever possible. If no funds will be recovered under a cancellation, the Contractor will notify BSA and provide written evidence of their attempts to secure the refund for the government. If funds are recovered, they shall be promptly credited to BSA, and no administrative fee shall be charged.

7. For Lost Periodicals, Replacements, and Discontinuance of Publication

In the case where replacement is unavailable, and refunds are offered instead, the Contractor shall make a refund in full of all amounts refunded by the publishers.

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions”

8. Publishers’ Prices The Contractor shall supply on demand publisher’s invoices or other documentation acceptable to BSA to verify subscription costs charged to BSA.

3.1.D. Facilitate timely online subscription access and claim delivery of ordered subscriptions, both print and electronic.

1. Facilitate timely access to all online subscriptions

The Contractor shall act as the contact point for BSA in obtaining from the publisher timely access to the online content.

2. Claims for Missing, Defective or Mutilated Issues

The Contractor shall act as the contact point for BSA in obtaining from the publisher replacement copies of periodical issues. Claim types shall include missing issues, damaged issues, gaps in receipt of a title, non-start of a new order or renewal, error in consignee address, and duplicate issues received. The Contractor shall handle claims for any subscription for up to three months after the termination date of the subscription. The claim notice sent from the Contractor to the publisher shall include the following information:

a. Title being claimed

b. Specific issues (enumeration)

c. Date of Contractor's order to publisher

d. Order period

3. Online Claims

The Contractor shall offer online claims services within its online serials management system. In addition, the Contractor shall accept rush claims within its online serials management system, by email or telephone. The Contractor shall place all claims with the publisher within a minimum of five working days after receipt of the request from BSA. Rush claims shall be processed in fewer than 5 working days.

4. Missing Issues Bank

The Contractor shall maintain a missing issues bank, like a storehouse of collected issues, or access to information about available issues, to potentially replace those that BSA is missing.

“This data has been reviewed in accordance with the International Traffic in Arms Regulations (ITAR), 22 CFR § 120.34, the Export Administration Regulations (EAR), 15 CFR § 734.3(b)(3), and 10 CFR Part 810, and may be released without export restrictions”

Appendix 1 - Definitions

Attachment 1 - BSA Sample Title List

Ap pe nd ix

De fin iti on s Bi ll La te r.

A ty pe o f c on tin ua tio n in w hi ch a C on tr ac to r d oe s n ot in vo ice a li br ar y cu st om er u nt il th e pu bl ish er h as co nf irm ed th e pr ice a nd /a va ila bi lit y of th e ite m or it em s.

BN

L.

B ro ok ha ve n Na tio na l L ab or at or y, a m ul ti-pr og ra m n at io na l l ab or at or y op er at ed b y

Br oo kh av en S cie nc e As so cia te s (

BS

A)

Br oo kh av en

S cie nc e

As so cia te s L

LC

(B

SA

A lim ite d-lia bi lit y co m pa ny fo un de d by th e

Re se ar ch

F ou nd at io n fo r t he S ta te

U ni ve rs ity o f N ew

Y or k on b eh al f o f St on y

Br oo k Un iv er sit y, th e la rg es t a ca de m ic us er o f L ab or at or y fa cil iti es , a nd B at te lle , a n on pr of it ap pl ie d sc ie nc e an d te ch no lo gy o rg an iza tio n.

Cl ai m

. T ra ns m itt al o f d em an ds fr om B

SA

to th e pu bl ish er fo r p ub lic at io ns b el ie ve d to b e du e, o r f or re pl ac em en ts fo r d am ag ed o r d ef ec tiv e pu bl ica tio ns

Co ns ig ne e.

T he lo ca tio n to w hi ch it em s a re sh ip pe d;

a lso k no w n as th e “s hi p-to ” a dd re ss . C on so rt ia

. G ro up m em be rs hi p th at o ffe rs d isc ou nt s o r o th er pe rk s t o m em be rs

Co nt ra ct or . T he o rg an iza tio n pr ov id in g se ria l s ub sc rip tio n se rv ice s t o

BS

A.

M ge . T he co m bi na tio n of tw o or m or e pu bl ica tio ns in to o ne co nt in ui ng p ub lic at io n.

No n-ca nc el ab le

. A su bs cr ip tio n th at ca nn ot b e ca nc el ed o nc e pl ac ed

. I t m us t r un fo r t he fu ll su bs cr ip tio n le ng th

OC

LC

W or ld sh ar e

M an ag em en t S er vi ce s.

Th e

Re se ar ch

Li br ar y' s S er vi ce s P la tfo rm a nd

D isc ov er y Se rv ice

Pu bl ish er P ric e.

T he te rm

"p ub lis he r p ric e, " a s u se d in th is ag re em en t, m ea ns th e pu bl ish er

's lis t p ric e (o r l ist p ric e w ith p ub lis he r d isc ou nt ) f or th e gi ve n su bs cr ip tio n pe rio d at th e tim e th at th e or de r i s a cc ep te d by th e pu bl ish er . I t i s e xp ec te d to b e th e lo w es t p ric e ap pl ica bl e to B

SA

Se ria l.

As u se d in th e fie ld o f l ib ra ry sc ie nc e an d in th is so lic ita tio n, m ea ns a ny p ub lic at io n iss ue d in su cc es siv e pa rt s, us ua lly (t ho ug h no t a lw ay s) a t r eg ul ar in te rv al s, an d in te nd ed to b e co nt in ue d in de fin ite ly . S er ia ls in clu de

: p er io di ca ls, n ew sp ap er s, m ag az in es , a nn ua ls, y ea rb oo ks

, j ou rn al s, m em oi rs , p ro ce ed in gs , t ra ns ac tio ns nu m be re d m on og ra ph ic se rie s, an d ot he r s er ia lly p ub lis he d w or ks

. S er ia ls m ay b e pu bl ish ed in a ny m ed iu m o r f or m at

(i nc lu di ng e le ct ro ni c, p rin t, m icr of or m , o r o th no n-pr in t m ed ia an d m ay b e av ai la bl e th ro ug h pu rc ha se (a s w ith tr ad iti on al p rin t m ag az in es

) o r l ice ns e (a s w ith o nl in e jo ur na ls)

Sl ow p ub lic at io n.

A p ub lic at io n th at is n’ t a lw ay s p ub lis he d at sp ec ifi c t im es o r c on sis te nt ly e ac h ye ar . S pl it.

T he d iv isi on o f a p ub lic at io n in to tw o or m or e co nt in ui ng pu bl ica tio ns

Su bs cr ip tio n.

A s u se d in th is so lic ita tio n, a n ar ra ng em en t f or p ro vi di ng

, f or a d ef in ed p er io d of ti m e, p ub lic at io ns is su ed o n a co nt in ui ng b as is, a nd re la te d se rv ice s.

It m ay a lso d es ig na te b ac k iss ue s o f s er ia ls or p er io di ca l p ub lic at io ns

“T hi s d at a ha s b ee n re vie w ed in a cc or da nc e w ith th e In te rn at io na l T ra ffi c i n

Ar m s R eg ul at io ns

(I

TA

R) , 2

CF

R

0.

, t he E xp or t A dm in ist ra tio n Re gu la tio ns

(E

AR

C

FR

.3

(b )(3 an d

C

FR

P ar t 8 an d m ay b e re le as ed w ith ou t e xp or t r es tr ict io ns

Attachment 1: Serials Vendor Statement of Work, BSA Sample Title List

Package Title ISSN Publisher Format

*BSA

Negotiated /Consortia Pricing 2026 Price

AAAS Journals Package AAAS Journals Package Science 1095-9203 AAAS Online x AAAS Journals Package Science Classic - Annual Maintenance Fee AAAS Online x AAAS Journals Package Science Robotics 2470-9476 AAAS Online x AIP Complete AIP Complete AIP Conference Proceedings 1551-7616 American Institute of Physics (AIP) Online x AIP Complete American Journal of Physics 1943-2909 American Institute of Physics (AIP) Online x AIP Complete Applied Physics Letters 1077-3118 American Institute of Physics (AIP) Online x AIP Complete Applied Physics Reviews 1931-9401 American Institute of Physics (AIP) Online x AIP Complete AVS Quantum Science 2639-0213 American Institute of Physics (AIP) Online x AIP Complete Biointerphases 1559-4106 American Institute of Physics (AIP) Online x AIP Complete Biomicrofluidics 1932-1058 American Institute of Physics (AIP) Online x AIP Complete Biophysics Reviews 2688-4089 American Institute of Physics (AIP) Online x AIP Complete Chaos 1089-7682 American Institute of Physics (AIP) Online x AIP Complete Chemical Physics Reviews 2688-4070 American Institute of Physics (AIP) Online x AIP Complete Chinese Journal of Chemical Physics 2327-2244 American Institute of Physics (AIP) Online x AIP Complete Journal of Applied Physics 1089-7550 American Institute of Physics (AIP) Online x AIP Complete Journal of Chemical Physics 1089-7690 American Institute of Physics (AIP) Online x AIP Complete Journal of Laser Applications 1938-1387 American Institute of Physics (AIP) Online x AIP Complete Journal of Mathematical Physics 1089-7658 American Institute of Physics (AIP) Online x AIP Complete Journal of Physical & Chemical Reference Data 1529-7845 American Institute of Physics (AIP) Online x AIP Complete Journal of Renewable & Sustainable Energy 1941-7012 American Institute of Physics (AIP) Online x AIP Complete Journal of Rheology 1520-8516 American Institute of Physics (AIP) Online x AIP Complete Journal of the Acoustical Society of America 1520-8524 American Institute of Physics (AIP) Online x AIP Complete Journal of the Physical Society of Japan 1347-4073 American Institute of Physics (AIP) Online x AIP Complete Journal of Vacuum Science & Technology - Section A 1944-2807 American Institute of Physics (AIP) Online x AIP Complete Journal of Vacuum Science & Technology - Section B 2166-2754 American Institute of Physics (AIP) Online x AIP Complete LIA Conference Proceedings American Institute of Physics (AIP) Online x AIP Complete Low Temperature Physics 1090-6517 American Institute of Physics (AIP) Online x AIP Complete Physics of Fluids 1089-7666 American Institute of Physics (AIP) Online x AIP Complete Physics of Plasmas 1089-7674 American Institute of Physics (AIP) Online x AIP Complete Physics Teacher 1943-4928 American Institute of Physics (AIP) Online x AIP Complete Physics Today 1945-0699 American Institute of Physics (AIP) Online x AIP Complete Review of Scientific Instruments 1089-7623 American Institute of Physics (AIP) Online x AIP Complete Surface Science Spectra 1520-8575 American Institute of Physics (AIP) Online x

Journal of Applied Meteorology and Climatology 1558-8432 AMERICAN METEOROLOGICAL SOC Online Journal of Atmospheric and Oceanic Technology 1520-0426 AMERICAN METEOROLOGICAL SOC Online Journal of Climate 1520-0442 AMERICAN METEOROLOGICAL SOC Online Journal of the Atmospheric Sciences 1520-0469 AMERICAN METEOROLOGICAL SOC Online Monthly Weather Review - MA 1520-0493 AMERICAN METEOROLOGICAL SOC Online

ASM Online Journals Package ASM Online Journals Package Antimicrobial Agents and Chemotherapy 1098-6596 AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package Applied and Environmental Microbiology 1098-5336 AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package Clinical Microbiology Reviews 1098-6618 AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package EcoSal Plus 2324-6200 AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package Infection and Immunity 1098-5522 AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package Journal of Bacteriology 1098-5530 AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package Journal of Clinical Microbiology 1098-660X AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package Journal of Microbiology & Biology Education 1935-7885 AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package Journal of Virology 1098-5514 AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package mBio 2150-7511 AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package Microbiology and Molecular Biology Reviews 1098-5557 AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package Microbiology Resource Announcements 2576-098X AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package Microbiology Spectrum 2165-0497 AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package mSphere 2379-5042 AMERICAN SOCIETY MICROBIOLOGY Online ASM Online Journals Package mSystems 2379-5077 AMERICAN SOCIETY MICROBIOLOGY Online

Powder Diffraction 1945-7413 CAMBRIDGE UNIVERSITY PRESS Online

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Canadian Journal of Physics = Journal Canadien de Physique 1208-6045 CANADIAN SCIENCE PUBLISHING Online Cold Spring Harbor Protocols [Tier 4] 1559-6095 COLD SPRING HARBOR LABORATORY Online American Mineralogist 1945-3027 DE GRUYTER Online Radiochimica Acta 2193-3405 DE GRUYTER OLDENBOURG Online

ECS Digital Library Package ELECTROCHEMICAL SOCIETY INC Online ECS Digital Library Package ECS Electrochemistry Letters - Archives 2162-8734 ELECTROCHEMICAL SOCIETY INC Online x ECS Digital Library Package ECS Journal of Solid State Science & Technology 2162-8777 ELECTROCHEMICAL SOCIETY INC Online x ECS Digital Library Package ECS Solid State Letters - Archives 2162-8750 ELECTROCHEMICAL SOCIETY INC Online x ECS Digital Library Package Electrochemical Society Interface 1944-8783 ELECTROCHEMICAL SOCIETY INC Online x ECS Digital Library Package Journal of the Electrochemical Society 1945-7111 ELECTROCHEMICAL SOCIETY INC Online x ECS Digital Library Package Meeting Abstracts - ECS 2151-2043 ELECTROCHEMICAL SOCIETY INC Online x ECS Digital Library Package Proceedings : Electrochemical Society - Archives 2576-1579 ELECTROCHEMICAL SOCIETY INC Online x IOPScience Extra - without ECS Journals IOPScience Extra - without ECS Journals 2D Materials 2053-1583 IOP Online x IOPScience Extra - without ECS Journals Advances in Natural Sciences : Nanoscience and Nanotechnology 2043-6262 IOP Online x IOPScience Extra - 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without ECS Journals Journal of Physics : B Atomic Molecular & Optical Physics 1361-6455 IOP Online x IOPScience Extra - without ECS Journals Journal of Physics : Condensed Matter 1361-648X IOP Online x IOPScience Extra - without ECS Journals Journal of Physics : Conference Series 1742-6596 IOP Online x IOPScience Extra - without ECS Journals Journal of Physics : D Applied Physics 1361-6463 IOP Online x IOPScience Extra - without ECS Journals Journal of Physics : G Nuclear & Particle Physics 1361-6471 IOP Online x IOPScience Extra - without ECS Journals Journal of Physics Communications 2399-6528 IOP Online x IOPScience Extra - without ECS Journals Journal of Radiological Protection 1361-6498 IOP Online x IOPScience Extra - without ECS Journals Journal of Semiconductors 2058-6140 IOP Online x IOPScience Extra - without ECS Journals Journal of Statistical Mechanics : Theory and Experiment 1742-5468 IOP Online x IOPScience Extra - without ECS Journals Laser Physics 1555-6611 IOP Online x IOPScience Extra - without ECS Journals Laser Physics Letters 1612-202X IOP Online x IOPScience Extra - without ECS Journals Materials Research Express 2053-1591 IOP Online x IOPScience Extra - without ECS Journals Measurement Science & Technology 1361-6501 IOP Online x

IOPScience Extra - without ECS Journals Methods and Applications in Fluorescence 2050-6120 IOP Online x IOPScience Extra - without ECS Journals Metrologia 1681-7575 IOP Online x IOPScience Extra - without ECS Journals Modelling and Simulation in Materials Science and Engineering 1361-651X IOP Online x IOPScience Extra - without ECS Journals Multifunctional Materials - Archive 2399-7532 IOP Online x IOPScience Extra - without ECS Journals Nano Futures 2399-1984 IOP Online x IOPScience Extra - without ECS Journals Nanotechnology 1361-6528 IOP Online x IOPScience Extra - without ECS Journals New Journal of Physics 1367-2630 IOP Online x IOPScience Extra - without ECS Journals Nonlinearity 1361-6544 IOP Online x IOPScience Extra - without ECS Journals Physica Scripta 1402-4896 IOP Online x IOPScience Extra - without ECS Journals Physica Scripta - Supplement IOP Online x IOPScience Extra - without ECS Journals Physical Biology 1478-3975 IOP Online x IOPScience Extra - without ECS Journals Physics Education 1361-6552 IOP Online x IOPScience Extra - without ECS Journals Physics in Medicine & Biology 1361-6560 IOP Online x IOPScience Extra - without ECS Journals Physics World Archive 2058-7058 IOP Online x IOPScience Extra - without ECS Journals Physics-Uspekhi - Archive 1468-4780 IOP Online x IOPScience Extra - without ECS Journals Physiological Measurement 1361-6579 IOP Online x IOPScience Extra - without ECS Journals Plasma Physics & Controlled Fusion 1361-6587 IOP Online x IOPScience Extra - without ECS Journals Plasma Research Express - Archive 2516-1067 IOP Online x IOPScience Extra - without ECS Journals Plasma Science and Technology 2058-6272 IOP Online x IOPScience Extra - without ECS Journals Plasma Sources Science & Technology 1361-6595 IOP Online x IOPScience Extra - without ECS Journals Proceedings of the Physical Society - 1958-1967 - Archive 0370-1328 IOP Online x IOPScience Extra - without ECS Journals Progress in Biomedical Engineering 2516-1091 IOP Online x IOPScience Extra - without ECS Journals Progress in Energy 2516-1083 IOP Online x IOPScience Extra - without ECS Journals Publications of the Astronomical Society of the Pacific 1538-3873 IOP Online x IOPScience Extra - without ECS Journals Quantum Electronics - Archive 1468-4799 IOP Online x IOPScience Extra - without ECS Journals Quantum Science and Technology 2058-9565 IOP Online x IOPScience Extra - without ECS Journals Reports on Progress in Physics 1361-6633 IOP Online x IOPScience Extra - without ECS Journals Research in Astronomy and Astrophysics 2397-6209 IOP Online x IOPScience Extra - without ECS Journals Semiconductor Science and Technology 1361-6641 IOP Online x IOPScience Extra - without ECS Journals Smart Materials & Structures 1361-665X IOP Online x IOPScience Extra - without ECS Journals Superconductor Science & Technology 1361-6668 IOP Online x IOPScience Extra - without ECS Journals Surface Topography : Metrology and Properties 2051-672X IOP Online x IOPScience Extra - without ECS Journals Translational Materials Research - Archive 2053-1613 IOP Online x JoVE Customized Collection Online JoVE Customized Collection Journal of Visualized Experiments - Biochemistry JoVE Online x JoVE Customized Collection Journal of Visualized Experiments - Bioengineering JoVE Online x JoVE Customized Collection Journal of Visualized Experiments - Biology JoVE Online x JoVE Customized Collection Journal of Visualized Experiments - Chemistry JoVE Online x JoVE Customized Collection Journal of Visualized Experiments - Engineering JoVE Online x JoVE Customized Collection Journal of Visualized Experiments - Environment JoVE Online x

Radiation Research 1938-5404 KNOWLEDGEWORKS GLOBAL LTD Print + Online Scientist 0890-3670 LABX MEDIA GROUP INC Print Health Physics (Ovid Journals License) 1538-5159 Lippincott Williams Wilkins Online x

Proceedings of the National Academy of Sciences of the United States of America 1091-6490 NATIONAL ACADEMY OF SCIENCES Online New Scientist - US Ed 0262-4079 NEW SCIENTIST LTD Print

Optics Infobase Premium Package Optics Infobase Premium Package Advances in Optics and Photonics 1943-8206 OPTICA PUBLISHING GROUP Online x Optics Infobase Premium Package Applied Optics 2155-3165 OPTICA PUBLISHING GROUP Online x Optics Infobase Premium Package Applied Spectroscopy 1943-3530 SAGE PUBLICATIONS LTD/OPTICA PUBL Online x Optics Infobase Premium Package Biomedical Optics Express 2156-7085 OPTICA PUBLISHING GROUP Online x Optics Infobase Premium Package Chinese Optics Letters OPTICA PUBLISHING GROUP Online x Optics Infobase Premium Package Conference on Lasers & Electro-Optics Major Meeting Papers - CLEO - Full Series OPTICA PUBLISHING GROUP Online x Optics Infobase Premium Package Frontiers in Optics Major Meeting papers - FIO - Full Series OPTICA PUBLISHING GROUP Online x Optics Infobase Premium Package Journal of Lightwave Technology 1558-2213 IEEE/OPTICA PUBLISHING Online x Optics Infobase Premium Package Journal of Near Infrared Spectroscopy 1751-6552 SAGE PUBLICATIONS LTD/OPTICA PUBL Online x Optics Infobase Premium Package Journal of Optical Communications and Networking 1943-0639 IEEE/OPTICA PUBLISHING Online x Optics Infobase Premium Package Journal of Optical Technology 1091-0786 OPTICA PUBLISHING GROUP Online x Optics Infobase Premium Package Journal of the Optical Society of America - Part A Optics Image Science & Vision 1520-8532 OPTICA PUBLISHING GROUP Online x Optics Infobase Premium Package Journal of the Optical Society of America - Part B Optical Physics 1520-8540 OPTICA PUBLISHING GROUP Online x Optics Infobase Premium Package Lasers OPTICA PUBLISHING GROUP Online x

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Chemistry Letters 1348-0715 OXFORD UNIVERSITY PRESS Online Microscopy and Microanalysis 1435-8115 OXFORD UNIVERSITY PRESS Online Plant Cell [Tier 2] 1532-298X OXFORD UNIVERSITY PRESS Online Plant Physiology [Comes with Plant Cell] 1532-2548 OXFORD UNIVERSITY PRESS Online Teaching Tools in Plant Biology 1532-298X OXFORD UNIVERSITY PRESS Online

RSC Custom Titles RSC Custom Titles Analyst 1364-5528 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Analytical Methods 1759-9679 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Catalysis Science & Technology 2044-4761 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Chemical Communications 1364-548X ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Chemical Society Reviews 1460-4744 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles CrystEngComm 1466-8033 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Dalton Transactions 1477-9234 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Energy & Enviromental Science 1754-5706 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Environmental Science: Nano 2051-8161 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Environmental Science - Processes & Impacts 2050-7895 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Faraday Discussions 1359-6640 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Green Chemistry 1463-9270 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Inorganic Chemistry Frontiers 2052-1553 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Journal of Analytical Atomic Spectroscopy 1364-5544 ROYAL SOCIETY OF CHEMISTRY Online x RSC Custom Titles Journal of…