B204-PricingDiscountSchedule_Orig.xlsx
XLSX spreadsheet 47 KB Posted
- Attached to
- For Library Books and Related Services
- Solicitation number
- B204
- Issued by
- Middlesex County, Connecticut
About this file
This is a Pricing and Discount Schedule (Form B204) for the Connecticut Library Consortium's Invitation to Bid for Library Books and Related Services, establishing a five-year contract effective January 1, 2027 through December 31, 2031. The solicitation seeks proposals from library book providers to serve over 1,000 Connecticut academic, school, public, and special library members. Bidders must complete the comprehensive submission packet, which includes bid questions addressing member restrictions and unique offerings, bid forms with non-collusion and non-discrimination certifications, vendor information documentation, discount schedules for various book categories, shipping and warehouse details, cataloging and processing services pricing, and optional ancillary services. The schedule requires bidders to specify discounts for product categories including adult and juvenile trade hardcovers, quality paperbacks, mass market paperbacks, prebound editions, reinforced editions, university press titles, large print, world language materials, continuations, standing orders, curated subscription services, and leasing plans. Bidders must also provide information on primary and secondary warehouses serving Connecticut, fill rates at various timeframes, order-to-shipment timelines, and shipping fees. Bids are due August 11, 2026 at 2:00 p.m. EDT, with bidding opening July 7, 2026 at 8:00 a.m. EDT and questions due August 10, 2026 at 5:00 p.m. EDT.
Bidders must specify pricing and payment terms, with delivery on a Free On Board (FOB) Destination basis. The Connecticut Library Consortium explicitly states it will accept multiple proposals from vendors and that all vendors are eligible to respond with no set-asides or vendor-classification restrictions. Bidders may submit alternative offerings with a minimum quantity of 1,000 units per proposal and may elect to bid on fewer or multiple items across categories. The submission requires vendors to provide three references, preferably including at least one from a Connecticut library or school, and to complete mandatory vendor information sections addressing business registration status, certifications, years in operation, employee count, annual sales, escalation procedures, and diversity business enterprise certifications (WBE, MWBE, DBE, VOSB). The pricing schedule includes provisions for volume price breaks, opening day collection discounts, electronic access ordering discounts, prepayment plans, deposit account discounts, and approval plan discounts. No incumbent contractor, estimated aggregate value, or specific funding source is identified in the solicitation documents.
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Instructions
| LIBRARY PRINT BOOKS & RELATED SERVICES |
| Product and Discount Schedule |
| B204 Books |
| Enter Bidder contact information below: |
| Company Name: |
| Contact Name: |
| Phone Number: |
| Address: |
| City, State, Zip: |
| E-Mail: |
| Bidders should complete grey-shaded cells in this attachment. |
| A Bidder does not have to bid on all Items; Bidder can bid on as few or as many Items as they elect in each Lot. Choose the category(s) that apply to your company. |
| List the percentage discount from list price that applies. Bidder may offer a net handling charge (monetary charge). If no charge applies, list zero. |
Additional discounts, bundles or packages should be added to "Additional Discounts" In the event that a Bidder fails to properly complete this product and discount schedule, that Bidder's proposal may be deemed non-responsive and disqualified.
| Page | DESCRIPTION | Tab Color | Directions |
| 1 | BID QUESTIONS | Red | Complete in-full as directed. |
| 2 | BID FORMS | Red | Complete in-full as directed. |
| 3 | VENDOR INFO | Red | Complete in-full as directed. |
| 4 | DISCOUNTS | Green | Complete in-full as directed. |
| 5 | SHIPPING | Green | List your warehouses, shipping fees, primary and secondary warehouses. |
| 6 | CATALOGING AND PROCESSING | Green | Complete in-full as directed. |
| 7 | OPTIONAL ANCILLARY SERVICES | Blue | List charges for any and all services that can be offered and describe the service. |
| 8 | ADDITIONAL DISCOUNTS | Yellow | Additional discount offerings based on individual purchases in dollars. Other discounts requested for electronic access ordering, prepayment plans, deposit accounts and approval plans. |
Bid Questions
BID QUESTIONS
Instructions: Please answer the questions below. Completion of this form is mandatory. Failure to complete this form may result in disqualification or vendor may be deemed non-responsive.
| Proposed Offer | Response | |
| 1 | Are there any member/market restrictions to your proposal? CLC serves Academic, Public, School (PreK-12) and Special libraries. | |
| 2 | Provide a summary of the discount or benefit you are offering CLC members. | |
| 3 | Describe how the discount or benefit you are offering in this proposal is unique for CLC members. As a membership organization, CLC will not award suppliers who offer the same discount/benefit to non-CLC members in Connecticut or offer discounts or benefits readily available in the marketplace. | |
| 4 | How would you transition existing customers that are CLC members onto this contract to receive the offer you are proposing? | |
| 5 | Are there any bulk/volume discounts being offered? If yes, please describe and fill in the final worksheet in this document. | |
| 6 | Other Discounts/ Services to be offered as part of this bid? If yes, please describe. | |
| 7 | Calculate the average discount for all products that you are bidding; eg. 50%. | |
| Sales, Orders, Customer Service | Response | |
| 8 | ORDERS FROM EXISTING CUSTOMERS: Describe exactly how a CLC member who is already your customer would place an order under the terms of this contract. Do they contact a rep for setup? | |
| 9 | ORDERS FROM NEW CUSTOMERS: Describe exactly how a CLC member who is NOT an existing customer would place an order under the terms of this contract. (If same as above, please indicate.) | |
| 10 | Denote any special references such as bid number or promo code needed to get CLC pricing. | |
| 11 | Will all CLC members automatically have their purchases linked to this contract, or must they opt in? If they must opt in, how would they do so? | |
| 12 | How do you plan to track sales and savings from this contract for the purpose of reporting to CLC twice per year? | |
| 13 | Will CLC members have a specially designated sales representative? If yes, please provide name, title, email, phone below. If no, please explain how you will service CLC members and guarantee that they will get the contracted price and packages. | |
| 14 | Sales Contact Person/Title | |
| 15 | Sales - Email | |
| 16 | Sales - Phone | |
| 17 | Orders Contact Person/Title | |
| 18 | Orders - Email | |
| 19 | Orders- Phone | |
| 20 | Describe your options for electronic ordering. | |
| 21 | List all cards accepted: Master Card, Visa, American Express, Discover (surcharges not allowed). | |
| 22 | Do you accept purchase orders? | |
| 23 | Can CLC members who order in June request an invoice in July to accommodate the fiscal year? | |
| 24 | Will CLC members have a specially designated customer service representative? | |
| 25 | Customer Service Contact Person/Title | |
| 26 | Customer Service - Email | |
| 27 | Customer Service - Phone | |
| 28 | General customer service contact information - phone, email, etc. | |
| Marketing and Administrative Fees | Response | |
| 29 | Marketing - Contact Person/Title | |
| 30 | Marketing - Email | |
| 31 | Marketing - Phone | |
| 32 | Administrative Fees/Invoices - Contact Person/Title | |
| 33 | Administrative Fees/Invoices - Email | |
| 34 | Administrative Fees/Invoices - Phone | |
| Trial web address and access | Response | |
| 35 | Website for pricing/content look up | |
| 36 | Login (if needed) | |
| 37 | Password (if needed) | |
| 38 | Contact for troubleshooting login (name, email, phone) |
Bid Forms
BID FORMS
Instructions: Below are the NON-COLLUSION Statement, the NON-DISCRIMINATION Statement and the STATE OF CONNECTICUT AFFIRMATION OF RECEIPT OF STATE ETHICS LAWS SUMMARY. Each requires you to agree that you understand the statement. A typed signature on this page indicates that you have received, understand and agree to the terms in the documents. Failure to complete these forms may result in disqualification or vendor may be deemed non-responsive.
| NON-COLLUSION CERTIFICATION Statement |
| IN WITNESS WHEREOF, the undersigned, accepting the conditions set forth herein, hereby agreesi in strict accordance therewith, to furnish these services and/or commoditiies to the Connecticut Library Consortium as listing in the Request for Response in accordance with the following guidelines. |
Independent Price Determinations and Offer of Gratuities:
(a) The costs proposed have been arrived at independently, without consultation, communication, or agreement for the purpose of restricting competetition, as to any matter relating to such process with any orther organization or competitor.
(b) Unless otherwise required by law, the costs quoted have not been knowingly disclosed by the Contractor on a prior basis directly or indirectly to any other organization or to any competitor.
(c) No attempt has been made or will be made by the Contractor to induce any other person or firm to submit or not to submit a proposal for the purpose of restricting competition.
(d) The Contract has no knowledge of the specific proposal contents prior to actual receipt of the proposal.
(e) The Contractor certifies that no elected or appointed official or employee of the Connecticut Libary Consortium (CLC) has or will benefit financially or materially from this procurement.
Any contract arising from this procurement may be terminated by the CLC if it is determined that gratuities in excess of those allowed under Chapter 10 of the Connecticut General Statutes (Code of Ethics for Public Officials) were either offered to or received by any of the aforementioned officials or employees from the Contractor's agent or the Contractor's employee(s).
The Contractor agrees to furnish these services and/or commodities to the Connecticut Library Consortium as described in the Request for Proposal at the prices indicated on the Discount Schedules submitted with the Proposal.
| SIGNED _________________________________________________________DATE ____________________________ |
| Name:_______________________________________________________________________ |
| Title: ________________________________________________________________________ |
| Company: ________________________________________________________________________ |
| NON-DISCRIMINATION Statement |
| Vendor agrees to the following provision of the Congtract as per Connecticut State Law Executive Order No. Three of Governor Thomas J. Meskill, promulgated June 16, 1971: |
This contract is subject to the provisions of Executive Order No. Three of Governor Thomas J. Meskill promulgated June 16, 1971 and as such, this contract may be cancelled terminated or suspended by the state labor Commissioner for violation of or noncompliance with said Executive Order No. Three, or any State or Federal law concerning nondiscrimination, notwithstanding that the Labor Commissioner is not a party to this contract.
The Parties agree to abide by said Executive Order and agree that the State Labor Commissioner shall have continuing jurisdiction in respect to contract performance in regard to nondiscrimination, until the contract is completed or terminated prior to completion.
The contractor, subcontractor, bidder, or vendor agrees, as part consideration hereof, that this order (contract) is subject to the Guidelines and Rules issued by the State Labor Commissioner to implement Executive Order No. Three, and that he will not discriminate in his employment practicies or policies, will file all reports as required and will fully cooperate with the State of Connecticutand the State Labor Commissioners.
These provisions are in addition to and not in lieu of other clauses required by law.
| SIGNED _________________________________________________________DATE ____________________________ |
| Name:_______________________________________________________________________ |
| Title: ________________________________________________________________________ |
| Company: ________________________________________________________________________ |
| OPM Ethics Form 6 Rev. 10-01-11 |
| STATE OF CONNECTICUT |
| AFFIRMATION OF RECEIPT OF STATE ETHICS LAWS SUMMARY |
| Written or electronic affirmation to accompany a large State construction or procurement contract, having a cost of more than $500,000, pursuant to Connecticut General Statutes §§ 1-101mm and 1-101qq. |
Instructions: Complete all sections of this form. Submit completed form to the Connecticut Library Consortium as directed below. For all vendors who have been awarded a large procurement contract: you agree that you are submitting this affirmation to the awarding party at the time of contract execution.
Important Note:
Within fifteen (15) days after the request of such agency, instiution or quasi-public agency for such affirmation, vendors shall submit the affirmations of their subcontractors and consultants to the Connecticut Library Consortium. Failure to submit such affirmations in a timely manner shall be cause for termination of the large State procurement contract.
AFFIRMATION:
I, the undersigned person, contractor, subcontractor, consultant, or the duly authorized representative thereof, affirm 1) receipt of the summary of State ethics laws* developed by the Office of State Ethics pursuant to General Statutes § 1-81b and (2) that key employees of such person, contractor, subcontractor, or consultant have read and understand the summary and agree to comply with its provisions.
* The summary of State ethics laws is available on the State of Connecticut’s Office of State Ethics website: https://portal.ct.gov/-/media/Ethics/Guides/2021/Contractors-Guide-to-the-Code-of-Ethics-Rev-11-2021.pdf
| SIGNED _________________________________________________________DATE ____________________________ |
| Name:_______________________________________________________________________ |
| Title: ________________________________________________________________________ |
| Company: ________________________________________________________________________ |
Vendor Info
VENDOR INFORMATION
Instructions: Please answer the questions below. Completion of this form is mandatory. Failure to complete this form may result in disqualification or vendor may be deemed non-responsive. Please note, you must provide one reference from a Connecticut Library or School.
| Category | Question | Answers |
| Vendor Name | Please list all names your company does business as. | |
| Headquarters | List the business address of the company headquarters. | |
| Registration of Connecticut Businesses | Will the Connecticut Secretary of State be able to issue a Certificate of Legal Existence within 30 days of the bid opening? | |
| Registration of Foreign (Non-Connecticut) Businesses | Have you reviewed and complied with Sect. 33-920 (for Foreign Corporations) or Sect. 34-275 (for Foreign LLCs) of the Connecticut General Statutes regarding registering with the Secretary of State? | |
| Company certifications, licenses and registrations | List any relevant certifications, licenses, registrations etc. that qualify your company to meet the requirements of this solicitation, if applicable. | |
| Number of years in business. | Number of years in business. | |
| Tax ID# | Enter Tax ID Number | |
| Duns # | Enter Dun and Bradstreet Number | |
| Total number of employees | Enter number of employees | |
| Annual Sales | Enter annual sales | |
| Escalation process | Briefly describe price escalation procedures | |
| WBE - Women Business Enterprise | Have you been certified as such by your State Diversity Office? If yes, indicate yes and the State that you are certified. Include a copy of certification in the bid response. | |
| MWBE - Minority Women Business Enterprise | Have you been certified as such by your State Diversity Office? If yes, indicate yes and the State that you are certified. Include a copy of certification in the bid response. | |
| DBE - Disadvantaged Business Enterprise | Have you been federally certified as such? If so, indicate yes, the state that you are certified and include a copy of your certification in the bid response. | |
| Small Business | Do you have fewer than 50 employees? Indicate yes or no. | |
| VOSB - Veterans Owned | Are you registered with the US Dept. of Veterans Affairs VetBIZ? If so, indicate yes and include certification. | |
| Physically challenged/disabled | Are you registered as a physically challenged/disabled co.? If so, indicate yes and include documentation. | |
| Diverse Vendors | Is the bidder at least 51% owned, operated, capitalized, and controlled by a member of any of the groups listed below, who is the top executive officer responsible for managing daily operations: Black, Hispanic, Native American, Asian or Pacific Islander, LGBTQ+, Woman, Disabled, Veteran. Yes or No. Please list all that apply. | |
| Product Owner | Is your company selling direct or are you an authorized distributor? | |
| Company Computer Applications | How does your company’s computer system guarantee that customers receive consistent product support, pricing, order processing and inquiry and management reporting? Please explain. | |
| Environmental and Preferable Sustainability Programs | Please identify any green characteristics of the goods and services in your proposal and identify the certifying agency that established those standards. | |
| Hours of Operation | Briefly describe contact, staffing, times available (e.g. 9AM-5PM EST), response time (e.g. within x hours) and escalation procedures. Describe normal work hours, holidays, etc. | |
| References - Please Provide 3 - Preferably, at least one reference should be from a Connecticut Library or School | ||
| Name /Title | ||
| Library/Company | ||
| Address | ||
| Phone | ||
| Name /Title |
| Library/Company |
| Address |
| Phone |
| Name /Title |
| Library/Company |
| Address |
| Phone |
Discounts
DISCOUNTS ON PRINT BOOKS
Instructions: Please answer the questions below. **Book discount categories are for example only and can be added, deleted or edited.** Please define discount categories. Completion of this form is mandatory. Failure to complete this form may result in disqualification or vendor may be deemed non-responsive.
| Product Category | Description | Bid Discount % | Notes or Comments | |
| Adult Trade Hardcover | Popular fiction and non-fiction. | |||
| Juvenile Trade Hardcover | Popular fiction and non-fiction. | |||
| Adult Quality Paperback | Popular fiction and non-fiction. | |||
| Juvenile Quality Paperback | Popular fiction and non-fiction. | |||
| Mass Market Paperback | Popular fiction and non-fiction. | |||
| Prebound/Rebound | A paperback book rebound by a third party as a hardcover more durable than a standard trade hardcover. | |||
| Reinforced Edition (Publisher) | A publisher produced hardcover more durable than a standard trade hardcover. | |||
| University Press Trade | A general interest title published by an academic publishing house. | |||
| Text / Tech / Reference / Small Press | May be of any binding. | |||
| Imported (English & Non-English) | May be of any binding. | |||
| Board Books | A durable children's book with cardboard or paperboard pages. | |||
| Novelty / Activity Books | Interactive books designed for engagement and not just reading. May include puzzles, games, pop-ups, sounds or unique textrures. | |||
| Large Print | Adult and juvenile titles. May be of any binding. | |||
| World Language | Adult and juvenile titles. May be of any binding. | |||
| Continuations | Automatic ordering of new editions or volumes. | |||
| Standing Order Plans | Automatic ordering of titles by individual authors or series. | |||
| Curated Subscription Services | Titles are chosen by a book jobber as excellent books for a defined category within a library collection and sent to the library on a monthly, bi-monthly or quarterly basis automatically. | |||
| Leasing Plans | A subscription service that allows libraries to rent high-demand titles instead of purchasing them outright. | |||
| Opening Day Collections | Additional discount to library purchasing a one-time bulk order. | |||
| Entire Catalog | A discount on any and all materials in your catalog. | |||
| Other Product Category: | ||||
| [Enter Category Name] | [Describe] | |||
| Other Product Category: | ||||
| [Enter Category Name] | [Describe] |
Shipping
SHIPPING AND WAREHOUSES
| Instructions: | Please answer the questions below. Completion of this form is mandatory. Failure to complete this form may result in disqualification or vendor may be deemed non-responsive. | |
| Question | Response | |
| 1 | Primary Warehouse for Connecticut Libraries - Address | |
| 2 | Secondary Warehouse for Connecticut Libraries - Address (if any) | |
| 3 | On-Hand Inventory of Primary Warehouse | |
| 4 | On-Hand Inventory of Secondary Warehouse (if any) | |
| 5 | Average fill rate on initial orders (excluding items not yet published) | |
| 6 | Average fill rate on orders after 60 days (excluding items not yet published) | |
| 7 | Average fill rate on orders after 90 days (excluding items not yet published) | |
| 8 | Average time from order to shipment for in-stock processed order | |
| 9 | Average time from order to shipment for in-stock non-processed order | |
| 10 | Order minimums (Price or number of units) | |
| 11 | Shipping Minimums from Primary Warehouse (Price or number of units) | |
| 12 | Shipping Minimums from Secondary Warehouse (Price or number of units) (if applicable) | |
| 13 | Shipping fee from primary warehouse | |
| 14 | Shipping fee from secondary warehouse | |
| 15 | Shipping discount (if any) |
Cataloging and Processing
CATALOGING AND PROCESSING
Instructions: Listed below are common types of cataloging and processing that book jobbers provide. **Please edit the list of services to best describe the cataloging and processing services your company provides as well as the cost and associated discount** (if you are bidding with a discount on these services).
| Services Offered | Yes/No |
| Do you offer processing services? (book jackets, labels, security tags, etc.) Answer yes if you offer ANY services. | |
| Do you offer cataloging services? (MARC records, barcodes, RFID tags, etc.) Answer yes if you offer ANY services. | |
| If you answered NO to both questions, skip section below and continue to next tab. |
| Services & Processing Pricing Schedule PER UNIT |
| Definition: The library pays for cataloging and processing services only on titles that receive these services. |
| Service Category | Service Detail | List Price (Per Unit) | Bid Price (Per Unit) | Notes |
| Cataloging | Full MARC Record | |||
| Brief MARC Record | ||||
| Custom Cataloging | ||||
| Physical Protection | Mylar Jacket (Glued) | |||
| Mylar Jacket (Taped) | ||||
| Mylar Jacket (Loose) | ||||
| Laminate / Kapco Covers (Paperbacks) | ||||
| Labels & Tags | Barcode Label | |||
| Spine Label | ||||
| RFID Tag | ||||
| Additional Stickers (each) | ||||
| Ownership Stamp (each) | ||||
| Ownership Sticker (sticker) | ||||
| Security | Theft Detection Strip (3M/Tattle-Tape) | |||
| Bundle: [Enter Bundle Name] | [Describe components of bundle] | |||
| Bundle: [Enter Bundle Name] | [Describe components of bundle] | |||
| Custom Processing | Per library's specifications | |||
| Other: [Enter Service Category] | [Describe] | |||
| Other: [Enter Service Category] | [Describe] |
| Services & Processing Pricing Schedule BLENDED |
| Definition: The library pays for cataloging and or processing on every title regardless of whether the title receives these services. |
| Service Category | Service Detail | List Price | Bid Price | Notes |
| Cataloging | Full MARC Record | |||
| Brief MARC Record | ||||
| Custom Cataloging | ||||
| Physical Protection | Mylar Jacket (Glued) | |||
| Mylar Jacket (Taped) | ||||
| Laminate / Kapco Covers (Paperbacks) | ||||
| Labels & Tags | Barcode Label | |||
| Spine Label | ||||
| RFID Tag | ||||
| Additional Stickers (each) | ||||
| Ownership Stamp (each) | ||||
| Ownership Sticker (sticker) | ||||
| Security | Theft Detection Strip (3M/Tattle-Tape) | |||
| Bundle: [Enter Bundle Name] | [Describe components of bundle] | |||
| Bundle: [Enter Bundle Name] | [Describe components of bundle] | |||
| Custom Processing | Per library's specifications | |||
| Other: [Enter Service Category] | [Describe] | |||
| Other: [Enter Service Category] | [Describe] |
Ancillary Services
OPTIONAL ANCILLARY SERVICES
Instructions: Listed below are common types of ancillary services that book jobbers may provide within their ordering platform. **Please edit the list of services to best describe the additional services your company provides as well as the cost and associated discount (if you are bidding with a discount on these services).**
| Service | List Price | Discount Price | Description |
| Full Text Reviews | |||
| Selection Lists | |||
| Custom Ad Hoc Lists | |||
| Approval Plans | |||
| Catalog integration with ordering platform/ Duplicate Checking / OPAC View | |||
| EDI or 9xx Invoicing | |||
| New title/author/continuation notification | |||
| Diversity Audits | |||
| Collection Development Consulting | |||
| Opening Day Collection Development Consulting | |||
| Print Catalogs | |||
| Other: | |||
| Other: |
Additional Discounts
ADDITIONAL DISCOUNTS OR VALUE ADDS
INSTRUCTIONS: In addition to the discounts and prices bid for Books and Ancillary Services, Bidders are requested to offer additional discounts. **Volume ranges and other discounts listed are for example only and may be edited as needed.**
| Volume Price Breaks | Percentage Discount |
| $5,000.00 - $9,999.99 | |
| $10,000.00 - $14,999.99 | |
| $15,000.00 - $22,499.99 | |
| $23,500.00 - $29,999.99 | |
| $30,000.00 - $39,999.99 | |
| $40,000.00 - $49,999.99 | |
| $50,000.00 - $62,499.99 | |
| $62,500.00 - $75,999.99 | |
| $76,000.00 - and above |
| Other Discounts or Value Adds | Description |
| Opening Day Collection | |
| Electronic Access Ordering | |
| Prepayment Plan Discount | |
| Deposit Account Discount | |
| Approval Plan Discount | |
| Bundles | |
| Packages | |
| Free Books | |
| Other: | |
| Other: |
&F
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