Attachment A3 - Administrative Policy.docx

DOCX document 20 KB Posted

Attached to
BARD Email Support to NLS Patrons and Libraries
Solicitation number
030ADV25R0009
Issued by

About this file

This administrative policy document outlines the permitted and prohibited activities for BARD Support staff under the contract. The staff are authorized to perform specific administrative tasks including: updating patron email addresses and passwords after identity verification, logging into patron accounts with permission to verify credentials, troubleshooting account transfers, and posting announcements on the BARD Support listserv when coordinated with supervision.

The policy explicitly prohibits BARD Support staff from several activities that must be referred to the BARD Operations Supervisor, including: adding new BARD accounts, modifying/canceling patron MOC subscriptions, making unauthorized NLS announcements, releasing sensitive information without coordination, committing NLS to patron requests for features, and modifying account administrative levels. This policy appears to be an attachment to a larger solicitation for BARD email support services for the Library of Congress National Library Service for the Blind and Print Disabled (NLS).

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Other files

File Type Posted
030ADV25R0009 0001.pdf PDF
Attachment A5- Questions and Answers.xlsx XLSX spreadsheet
Attachment A6 - Example Historical Transactions Oct 2023-Sept 2024.xlsx XLSX spreadsheet
Attachment A5- Questions Template.xlsx XLSX spreadsheet
Attachment A4- Background on Systems.docx DOCX document
Attachment A1 - Sample Statistics Report.xls XLS spreadsheet
Attachment A2- Email Templates.docx DOCX document
030ADV25R0009.pdf PDF

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Text version

1.28.2020 Attachment A3 – Administrative Policy Administrative Policy:

The BARD Support staff will be expected to carry out certain administrative tasks during the course of this contract. Examples of these duties are as follows:

· After verifying the identity of the patron, update an email address or password on a patron’s BARD account

· With patron permission, BARD Support staff can log into the patrons account to verify the log in credentials work correctly

· Troubleshoot errant BARD account transfers to determine the status of the transfer

· Post announcements on the BARD Support listserv when coordinated with the BARD Operations Supervisor

Under this contract, BARD Support staff is not allowed to perform the following administrative functions. If requested to do so, they are to refer the requests to the BARD Operations Supervisor:

· Add a BARD account

· Modify or cancel a patron’s MOC subscription

· Make official announcements on behalf of NLS unless coordinated by NLS staff

· May not release program sensitive information shared with them by NLS staff unless coordinated with NLS staff

· May not commit NLS to a request made by a patron, such as a recommendation of adding a feature to the BARD web site or BARD Mobile

· Raise or lower account administrative levels

File details come from the government source that posted it. Updated .