Books_RFP_LCFDL16R0002.rtf

STANDARD FORM 1449

SOLICITATION/CONTRACT/ORDER FOR COMMERICAL ITEMS

1. REQUISITION NUMBER

Offeror to complete shaded blocks 12, 17, 23, 24 & 30

2. CONTRACT NO.

3. AWARD/EFFECTIVE DATE

4. ORDER NUMBER

5. SOLICITATION NUMBER

6. ISSUE DATE 06/29/2016

LCFDL16R0002

7. FOR SOLICITATION

A. NAME

B. TELEPHONE NUMBER

(No Collect Calls)

8. OFFER DUE DATE/ LOCAL TIME

INFORMATION CALL:

Janice A. Aiken

202-707-0462 08/01/2016

2:00 PM EST

9. ISSUED BY

CODE

N/A

10. THIS ACQUISITION IS

UNRESTRICTED

SET-ASIDE: FOR

SMALL BUSINESS

HUBZONE SMALL BUSINESS

8(A)NAICS:

SIZE STANDARD:

11. DELIVERY FOR FOB DESTINATION UNLESS BLOCK IS MARKED

SEE SCHEDULE

12.DISCOUNT TERMS

Important: When responding, complete all lightly shaded blocks and return the entire package to the address that follows.

The Library of Congress

13a. THIS CONTRACT IS A RATED ORDER National and International Outreach

UNDER DPAS (15 CFR 700)

FEDLINK Contracts Section, LA-318

13b. RATING 101 Independence Avenue, S.E.

Washington, DC 20540-9414

14. METHOD OF SOLICITATION

RFQ IFB RFP

15. DELIVER TO

CODE

16. ADMINISTERED BY

CODE

N/A

TO BE SHOWN ON EACH ORDER ISSUED UNDER ANY

CONTRACT RESULTING FROM THIS SOLICITATION

17a. VENDOR/OFFEROR

OFFEROR

CODE

FACILITY CODE

18a. PAYMENT WILL BE MADE BY

CODE

Vendor/Offeror Name and Address:

Duns Number:

TELEPHONE NO. EMAIL.

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW IS CHECKED:

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

SEE ADDENDUM

19.

20.

21.

22.

23.

24.

ITEM NO

SCHEDULE OF SUPPLIES/SERVICES

QUANTITY

UNIT

UNIT PRICE

AMOUNT

DO NOT COMPLETE BLOCKS 19 THROUGH 24.

SEE SCHEDULE OF SERVICES BEGINNING ON PAGE 4

(Attach Additional Sheet as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA

26. TOTAL AWARD AMOUNT (For Govt.Use Only)

SEE BLOCK 15

27a. solicitation incorporates by reference FAR 52.212-1, 52.212-4. FAR 52.212-3 and 52.212-5 are attached. Addenda are are not attached.

27b. contract/purchase order incorporates by reference FAR 52.212-4. FAR 52.212-5 is attached. Addenda are are not attached.

28.

VENDOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 1 COPY TO ISSUING OFFICE. VENDOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED HEREIN.

29.

AWARD OF CONTRACT: REFERENCE__________________OFFER DATED____________ . YOUR OFFER ON SOLICITATION (BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/VENDOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OffOFFICER CCONTRACTINGCOFFICER CCONCONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER OOFFICER (TYPE OR PRINT) 31c. DATE SIGNED

A.1 SUMMARY OF OFFER

Offeror’s Name:

DUNS Number:

Tax ID Number:

Offeror’s Address:

Offeror’s Telephone:

Offeror’s Fax:

Small Business

Small Disadvantaged

8(a)

HUBZone Small Business

Woman-Owned Small Business

Veteran-Owned Small Business

Service-Disabled Veteran-Owned Small Business

Large Business

Woman-Owned Large Business

Business Type:

(Check all that apply)

Authorized Negotiators: (List each individual’s information) Name Title Email Phone Fax

Contract Line Item Number(s) (CLINs) Offered (Check all that apply):

B.1. Lot 1 - Firm Order Services

B.3. Lot 3 - Leasing Plan Services

B.2 Lot 2 - Approval Plan Services

B.4. Lot 4 – Technical Processing Services

Most Recent Fiscal Year Sales to Federal Government:

CERTIFICATION

By signing below, the Offeror represents that, to the best of their knowledge and belief, the information included in this offer is complete, accurate and true. The undersigned certifies that no changes have been made to the solicitation and that the hard copies submitted with the proposal are identical to the Request for Proposal issued under solicitation number LCFDL16R0002. Unless an exception is specifically stated, all terms and conditions as stated herein are accepted.

Signature Date

A.2. TABLE OF CONTENTS

Solicitation Section Title Page Number Section A SF1449 – Summary of Offer – Table of Contents 1 - 3 Section B Supplies or Services and Prices/Costs 4 – 32 Section C Statement of Work (SOW) 33 – 44 Section D Packaging and Marking 44 - 45 Section E Inspection and Acceptance Section F Deliveries or Performance 45 - 46 Section G Contract Administration 46 – 53 Section H Special Contract Requirements 54 – 57 Section I Contract Clauses 57 – 64 Section J List of Documents, Exhibits and Other Attachments 65 - 67 Section K Representations, Certifications, and Other Statements of Offerors 68 – 75 Section L Instructions, Conditions, and Notices to Offerors and Proposal Checklist 75 – 79 Section M Evaluation Factors 79-80

SECTION B – SCHEDULE OF SUPPLIES/SERVICES AND PRICES/COSTS

The Contractor shall provide all supplies and/or perform the services described in Section C (Statement of Work) at the contractor’s facilities in accordance with the requirements of this solicitation.

The title for this Award is “Books and Library Publications Acquisition Services.”

This award is contemplated for approximately 25 Multiple Award IDIQ Contracts on a firm-fixed price basis up to the total ceiling price amount.

Min: $500 Max: $50,000,000

Prices shall be effective as of the date an order is placed regardless of when the items are delivered.

CLIN

SUPPLIES/SERVICES

B.1.

Base Year: October 1, 2016 – September 30, 2017 LOT 1 - FIRM ORDER SERVICES - SUBJECT, FORMAT, OR SOURCE SPECIALIZATION (C.3.1) The Publisher List Price is the price that the publisher has established and announced in its catalog and/or other trade publications. This price shall not include freight pass through. Vendors may subdivide categories to make pricing more precise (e.g., break Non-English Language materials down by language.)

CUSTOMER SPECIFIC VOLUME DISCOUNT:

Cumulative orders over $__________________, additional ______________ % discount on all orders.

Cumulative orders over $__________________, service fees waived.

SUBJECT SPECIALIZATIONS (C.3.1.1) Indicate a discount or service fee as a percentage from publisher's list price. For categories priced as net (i.e. simple pass-through of publisher's list price), indicate 0% discount.

CLIN

Description Quantity Unit Price Discount % Amount General - % Discount (-) or % Service fee (+):

1101.1.

Single copy $1

1101.2.

2 – 10 copies

1101.3.

11 - 25 copies

1101.4.

26 - 100 copies

1101.5.

101 + copies

1101.6.

Binding

1101.7.

Library binding

1101.8.

Prebound

Juvenile and Young Adult - % Discount (-) or % Service fee (+):

1102.1.

single copy

1102.2.

2 - 10 copies

1102.3.

1102.4.

1102.5.

101+copies

1102.6.

1102.7.

1102.8.

Business, Economics, and Finance - %Discount (-) or % Service fee (+):

1103.1.

1103.2.

1103.3.

1103.4.

1103.5.

1103.6.

1103.7.

1103.8.

Legal Publications - %Discount (-) or % Service fee (+):

1104.1.

1104.2.

1104.3.

1104.4.

1104.5.

1104.6.

1104.7.

1104.8.

Medical and Allied Health Publications - %Discount (-) or %Service fee (+):

1105.1.

1105.2.

1105.3.

1105.4.

1105.5.

1105.6.

1105.7.

1105.8.

Scientific/Technical Publications - %Discount (-) or % Service fee (+):

1106.1.

1106.2.

1106.3.

1106.4.

1106.5.

1106.6.

1106.7.

1106.8.

Social Science/Humanities - %Discount (-) or %Service fee (+):

1107.1.

1107.2.

1107.3.

1107.4.

1107.5.

1107.6.

1107.7.

1107.8.

Military - %Discount (-) or %Service fee (+):

1108.1.

1108.2.

1108.3.

1108.4.

1108.5.

1108.6.

1108.7.

1108.8.

FORMAT OR SOURCE SPECIALIZATIONS (C.3.1.2) Indicate a discount or service fee as a percent change from publisher's list price. For categories priced at net (i.e. simple pass-through of publisher list price) indicate 0% discount.

CLIN

Description Quantity Unit Price Discount % Amount Trade, Trade Paperback - %Discount (-) or %Service fee (+):

1201.1.

1201.2.

1201.3.

1201.4.

1201.5.

1201.6.

1201.7.

1201.8.

Textbook, Textbook Paperback - % Discount (-) or % Service fee (+):

1202.1.

1202.2.

1202.3.

1202.4.

1202.5.

1202.6.

1202.7.

1202.8.

Mass Market Paperback - % Discount (-) or % Service fee (+):

1203.1.

1203.2.

1203.3.

1203.4.

1203.5.

1203.6.

1203.7.

1203.8.

Reference - % Discount (-) or % Service fee (+):

1204.1.

1204.2.

1204.3.

1204.4.

1204.5.

1204.6.

1204.7.

1204.8.

Reprints/Back Issue Sets - % Discount (-) or % Service fee (+):

1205.1.

1205.2.

1205.3.

1205.4.

1205.5.

1205.6.

1205.7.

1205.8.

Audio-Visual - % Discount (-) or % Service fee (+):

1206.1.

1206.2.

1206.3.

1206.4.

1206.5.

1206.6.

1206.7.

1206.8.

Multimedia - % Discount (-) or % Service fee (+):

1207.1.

1207.2.

1207.3.

1207.4.

1207.5.

1207.6.

1207.7.

1207.8.

Spoken Word - % Discount (-) or % Service fee (+):

1208.1.

1208.2.

1208.3.

1208.4.

1208.5.

1208.6.

1208.7.

1208.8.

Non-English Language - % Discount (-) or % Service fee (+):

1209.1.

1209.2.

1209.3.

1209.4.

1209.5.

1209.6.

1209.7.

1209.8.

Out of Print - % Discount (-) or % Service fee (+):

1210.1.

1210.2.

1210.3.

1210.4.

1210.5.

1210.6.

1210.7.

1210.8.

Association, Society Presses - % Discount (-) or % Service fee (+):

1211.1.

1211.2.

1211.3.

1211.4.

1211.5.

1211.6.

1211.7.

1211.8.

Foreign Presses - % Discount (-) or % Service fee (+):

1212.1.

1212.2.

1212.3.

1212.4.

1212.5.

1212.6.

1212.7.

1212.8.

Government Documents - % Discount (-) or % Service fee (+):

1213.1.

1213.2.

1213.3.

1213.4.

1213.5.

1213.6.

1213.7.

1213.8.

Small Presses - % Discount (-) or % Service fee (+):

1214.1.

1214.2.

1214.3.

1214.4.

1214.5.

1214.6.

1214.7.

1214.8.

University Presses - % Discount (-) or % Service fee (+):

1215.1.

1215.2.

1215.3.

1215.4.

1215.5.

1215.6.

1215.7.

1215.8.

Electronic Books - % Discount (-) or % Service fee (+):

1216.1.

1216.2.

1216.3.

1216.4.

1216.5.

ORDERING

Online Ordering

DELIVERY

Rush delivery

Special delivery

SUPPORT SERVICES

Additional Mini-Network Services

DIGITAL CONTENT ACCESS FEE/ MAINTENANCE FEE

B.2.

LOT 2 APPROVAL PLAN SERVICES. (C.3.2) Prices shall be expressed as a deep percentage discount off publisher's list price per title, as appropriate. Publisher list price is the price the publisher has established and announced in its catalog and/or other trade publication. This price shall not include freight pass through.

CUSTOMER SPECIFIC VOLUME DISCOUNT:

Cumulative orders over $___________, additional _______ % discount on all orders.

Cumulative orders over $___________, service fees waived.

CLIN

SUPPLIES/SERVICES

Quantity

Unit Price Discount %

Amount

APPROVAL PLAN ORDERING PROFILE CATEGORIES (C.3.2.2)

Subject Based Profile - % Discount (-) or % Service fee (+):

2101.1

2101.2 multiple copies

Source Based Profile - % Discount (-) or % Service fee (+):

2102.1

2102.2

Country or Region Based Profile - % Discount (-) or % Service fee (+):

2103.1

2103.2

Language Based Profile - % Discount (-) or % Service fee (+):

2104.1

2104.2

Other Profile (Specify) - % Discount (-) or % Service fee (+):

2105.1

2105.2

B.3.

LOT 3 - LEASING PLAN SERVICES. (C.3.3) Publisher list price is the price which the publisher has established and announced in its catalog and/or other trade publications. This price shall not include freight pass through. Provide a copy of lease/license agreements to be used with LC/FEDLINK customers.

CLIN

Description Quantity Unit

Unit Price Amount LEASING PLAN PUBLICATION CATEGORIES - Indicate categories offered. (C.3.3.1) Subject Based

Format or Source Based

Profile Based

TYPES OF LEASING PLANS. (C.3.3.2)

Title Selection Leasing Plan (specify unit price)

Profile Leasing Plan (specify unit price)

Usage Based Acquisition Plan (specify unit price)

Option to Purchase

Discount off net price

Additional Support Services

B.4.

LOT 4 - TECHNICAL AND/OR ORDER PROCESSING SERVICES. (C.3.4) This Lot may only be offered by vendors that also provide materials under Lot 1, Lot 2, and/or Lot 3, and technical processing may be provided only for materials supplied under this contract.

CUSTOMER SPECIFIC VOLUME DISCOUNT:

Cumulative orders over $______________, additional ___________ % discount on all orders.

Cumulative orders over $______________, service fees waived.

CLIN

Description Quantity Unit Unit Price Amount BASIC TECHNICAL PROCESSING. (C.3.4.1) Pricing shall be unit based and shall include all costs for materials, labor, overhead, etc. Specify types/grades of materials and indicate price differences as appropriate.

Physical Processing (per unit) (C.3.4.2) Circulation Kit (per kit)

Barcode labels (per set)

Security Device (per device)

Coverups (per coverup)

Binding Reinforcements (per volume)

Other Physical Processing Options (Specify)

Cataloging Processing (C.3.4.3) Cataloging Data in Electronic Form (per record)

Cataloging in Print Form (per card set)

Other Cataloging Processing Options

Complete Technical Processing (C.3.4.4)

Collection Development Services (C.3.4.5)

OTHER RELATED CHARGES

B.5.

Option Year 1: October 1, 2017 – September 30, 2018 LOT 1 - FIRM ORDER SERVICES - SUBJECT, FORMAT, OR SOURCE SPECIALIZATION (C.3.1) The Publisher List Price is the price that the publisher has established and announced in its catalog and/or other trade publications. This price shall not include freight pass through. Vendors may subdivide categories to make pricing more precise (e.g., break Non-English Language materials down by language.)

CUSTOMER SPECIFIC VOLUME DISCOUNT:

Cumulative orders over $__________________, additional ______________ % discount on all orders.

Cumulative orders over $__________________, service fees waived.

SUBJECT SPECIALIZATIONS (C.3.1.1)

Indicate a discount or service fee as a percent change from publisher's list price. For categories priced as net (i.e. simple pass-through of publisher's list price), indicate 0% discount.

CLIN

Description

Quantity Unit Price Discount % Amount

5101.1.

5101.2.

5101.3.

5101.4.

5101.5.

5101.6.

5101.7.

5101.8.

5102.1.

5102.2.

5102.3.

5102.4.

5102.5.

5102.6.

5102.7.

5102.8.

5103.1.

5103.2.

5103.3.

5103.4.

5103.5.

5103.6.

5103.7.

5103.8.

5104.1.

5104.2.

5104.3.

5104.4.

5104.5.

5104.6.

5104.7.

5104.8.

5105.1.

5105.2.

5105.3.

5105.4.

5105.5.

5105.6.

5105.7.

5105.8.

5106.1.

5106.2.

5106.3.

5106.4.

5106.5.

5106.6.

5106.7.

5106.8.

5107.1.

5107.2.

5107.3.

5107.4.

5107.5.

5107.6.

5107.7.

5107.8.

5108.1.

5108.2.

5108.3.

5108.4.

5108.5.

5108.6.

5108.7.

5108.8.

FORMAT OR SOURCE SPECIALIZATIONS (C.3.1.2) Indicate a discount or service fee as a percent change from publisher's list price. For categories priced at net (i.e. simple pass-through of publisher list price) indicate 0% discount.

CLIN

Description

Quantity Unit Price Discount % Amount

5201.1.

5201.2.

5201.3.

5201.4.

5201.5.

5201.6.

5201.7.

5201.8.

5202.1.

5202.2.

5202.3.

5202.4.

5202.5.

5202.6.

5202.7.

5202.8.

5203.1.

5203.2.

5203.3.

5203.4.

5203.5.

5203.6.

5203.7.

5203.8.

5204.1.

5204.2.

5204.3.

5204.4.

5204.5.

5204.6.

5204.7.

5204.8.

5205.1.

5205.2.

5205.3.

5205.4.

5205.5.

5205.6.

5205.7.

5205.8.

5206.1.

5206.2.

5206.3.

5206.4.

5206.5.

5206.6.

5206.7.

5206.8.

5207.1.

5207.2.

5207.3.

5207.4.

5207.5.

5207.6.

5207.7.

5207.8.

5208.1.

5208.2.

5208.3.

5208.4.

5208.5.

5208.6.

5208.7.

5208.8.

5209.1.

5209.2.

5209.3.

5209.4.

5209.5.

5209.6.

5209.7.

5209.8.

5210.1.

5210.2.

5210.3.

5210.4.

5210.5.

5210.6.

5210.7.

5210.8.

5211.1.

5211.2.

5211.3.

5211.4.

5211.5.

5211.6.

5211.7.

5211.8.

5212.1.

5212.2.

5212.3.

5212.4.

5212.5.

5212.6.

5212.7.

5212.8.

5213.1.

5213.2.

5213.3.

5213.4.

5213.5.

5213.6.

5213.7.

5213.8.

5214.1.

5214.2.

5214.3.

5214.4.

5214.5.

5214.6.

5214.7.

5214.8.

5215.1.

5215.2.

5215.3.

5215.4.

5215.5.

5215.6.

5215.7.

5215.8.

5216.1.

5216.2.

5216.3.

5216.4.

5216.5.

B.6.

LOT 2 APPROVAL PLAN SERVICES. (C.3.2) Prices shall be expressed as a deep percentage discount off publisher's list price per title, as appropriate. Publisher list price is the price the publisher has established and announced in its catalog and/or other trade publication. This price shall not include freight pass through.

CUSTOMER SPECIFIC VOLUME DISCOUNT:

Cumulative orders over $___________, additional _______ % discount on all orders.

Cumulative orders over $___________, service fees waived.

CLIN

SUPPLIES/SERVICES

Quantity

Unit Price Discount %

Amount

APPROVAL PLAN ORDERING PROFILE CATEGORIES (C.3.2.1)

6101.1

6101.2

6102.1

6102.2

6103.1

6103.2

6104.1

6104.2

6105.1

6105.2

B.7.

LOT 3 - LEASING PLAN SERVICES. (C.3.3) Publisher list price is the price which the publisher has established and announced in its catalog and/or other trade publications. This price shall not include freight pass through. Provide a copy of lease/license agreements to be used with LC/FEDLINK customers.

CLIN

Description Quantity Unit

Unit Price Amount LEASING PLAN PUBLICATION CATEGORIES - Indicate categories offered. (C.3.3.1)

B.8.

LOT 4 - TECHNICAL AND/OR ORDER PROCESSING SERVICES. (C.3.4) This Lot may only be offered by vendors that also provide materials under Lot 1, Lot 2, and/or Lot 3, and technical processing may be provided only for materials supplied under this contract.

CUSTOMER SPECIFIC VOLUME DISCOUNT:

Cumulative orders over $______________, additional ___________ % discount on all orders.

Cumulative orders over $______________, service fees waived.

CLIN

Description Quantity Unit Unit Price Amount BASIC TECHNICAL PROCESSING. (C.3.4.1) Pricing shall be unit based and shall include all costs for materials, labor, overhead, etc. Specify types/grades of materials and indicate price differences as appropriate.

Physical Processing (per unit) (C.3.4.2)

B.9.

Option Year 2: October 1, 2018 – September 30, 2019 LOT 1 - FIRM ORDER SERVICES - SUBJECT, FORMAT, OR SOURCE SPECIALIZATION (C.3.1) The Publisher List Price is the price that the publisher has established and announced in its catalog and/or other trade publications. This price shall not include freight pass through. Vendors may subdivide categories to make pricing more precise (e.g., break Non-English Language materials down by language.)

CUSTOMER SPECIFIC VOLUME DISCOUNT:

Cumulative orders over $__________________, additional ______________ % discount on all orders.

Cumulative orders over $__________________, service fees waived.

SUBJECT SPECIALIZATIONS (C.3.1.1)

Indicate a discount or service fee as a percent change from publisher's list price. For categories priced as net (i.e. simple pass-through of publisher's list price), indicate 0% discount.

CLIN

Description

Quantity Unit Price Discount % Amount

9101.1.

9101.2.

9101.3.

9101.4.

9101.5.

9101.6.

9101.7.

9101.8.

9102.1.

9102.2.

9102.3.

9102.4.

9102.5.

9102.6.

9102.7.

9102.8.

9103.1.

9103.2.

9103.3.

9103.4.

9103.5.

9103.6.

9103.7.

9103.8.

9104.1.

9104.2.

9104.3.

9104.4.

9104.5.

9104.6.

9104.7.

9104.8.

9105.1.

9105.2.

9105.3.

9105.4.

9105.5.

9105.6.

9105.7.

9105.8.

9106.1.

9106.2.

9106.3.

9106.4.

9106.5.

9106.6.

9106.7.

9106.8.

9107.1.

9107.2.

9107.3.

9107.4.

9107.5.

9107.6.

9107.7.

9107.8.

9108.1.

9108.2.

9108.3.

9108.4.

9108.5.

9108.6.

9108.7.

9108.8.

FORMAT OR SOURCE SPECIALIZATIONS (C.3.1.2) Indicate a discount or service fee as a percent change from publisher's list price. For categories priced at net (i.e. simple pass-through of publisher list price) indicate 0% discount.

CLIN

Description

Quantity Unit Price Discount % Amount

9201.1.

9201.2.

9201.3.

9201.4.

9201.5.

9201.6.

9201.7.

9201.8.

9202.1.

9202.2.

9202.3.

9202.4.

9202.5.

9202.6.

9202.7.

9202.8.

9203.1.

9203.2.

9203.3.

9203.4.

9203.5.

9203.6.

9203.7.

9203.8.

9204.1.

9204.2.

9204.3.

9204.4.

9204.5.

9204.6.

9204.7.

9204.8.

9205.1.

9205.2.

9205.3.

9205.4.

9205.5.

9205.6.

9205.7.

9205.8.

9206.1.

9206.2.

9206.3.

9206.4.

9206.5.

9206.6.

9206.7.

9206.8.

9207.1.

9207.2.

9207.3.

9207.4.

9207.5.

9207.6.

9207.7.

9207.8.

9208.1.

9208.2.

9208.3.

9208.4.

9208.5.

9208.6.

9208.7.

9208.8.

9209.1.

9209.2.

9209.3.

9209.4.

9209.5.

9209.6.

9209.7.

9209.8.

9210.1.

9210.2.

9210.3.

9210.4.

9210.5.

9210.6.

9210.7.

9210.8.

9211.1.

9211.2.

9211.3.

9211.4.

9211.5.

9211.6.

9211.7.

9211.8.

9212.1.

9212.2.

9212.3.

9212.4.

9212.5.

9212.6.

9212.7.

9212.8.

9213.1.

9213.2.

9213.3.

9213.4.

9213.5.

9213.6.

9213.7.

9213.8.

9214.1.

9214.2.

9214.3.

9214.4.

9214.5.

9214.6.

9214.7.

9214.8.

9215.1.

9215.2.

9215.3.

9215.4.

9215.5.

9215.6.

9215.7.

9215.8.

9216.1.

9216.2.

9216.3.

9216.4.

9216.5.

B.10.

LOT 2 APPROVAL PLAN SERVICES. (C.3.2) Prices shall be expressed as a deep percentage discount off publisher's list price per title, as appropriate. Publisher list price is the price the publisher has established and announced in its catalog and/or other trade publication. This price shall not include freight pass through.

10000

CUSTOMER SPECIFIC VOLUME DISCOUNT:

10001 Cumulative orders over $___________, additional _______ % discount on all orders.

10002 Cumulative orders over $___________, service fees waived.

CLIN

SUPPLIES/SERVICES

Quantity Unit Price Discount % Amount 10100

APPROVAL PLAN ORDERING PROFILE CATEGORIES (C.3.2.1)

10101

10101.1

10101.2

10102

10102.1

10102.2

10103

10103.1

10103.2

10104

10104.1

10104.2

10105

10105.1

10105.2

10106

B.11.

LOT 3 - LEASING PLAN SERVICES. (C.3.3) Publisher list price is the price which the publisher has established and announced in its catalog and/or other trade publications. This price shall not include freight pass through. Provide a copy of lease/license agreements to be used with LC/FEDLINK customers.

CLIN

Description Quantity Unit Unit Price Amount 11000 LEASING PLAN PUBLICATION CATEGORIES - Indicate categories offered. (C.3.3.1) 11001

11002

11003

11100

11101

11102

11103

11104

11105

11200

11201

11202

11300

11301

11400

B.12.

LOT 4 - TECHNICAL AND/OR ORDER PROCESSING SERVICES. (C.3.4) This Lot may only be offered by vendors that also provide materials under Lot 1, Lot 2, and/or Lot 3, and technical processing may be provided only for materials supplied under this contract.

12000

CUSTOMER SPECIFIC VOLUME DISCOUNT:

12001 Cumulative orders over $______________, additional ___________ % discount on all orders.

12002 Cumulative orders over $______________, service fees waived.

CLIN

Description Quantity Unit Unit Price Amount 12100 BASIC TECHNICAL PROCESSING. (C.3.4.1) Pricing shall be unit based and shall include all costs for materials, labor, overhead, etc. Specify types/grades of materials and indicate price differences as appropriate.

12101 Physical Processing (per unit) (C.3.4.2) 12102

12107

12200

12201

12202

12203

12300

12400

12500

B.13.

Option Year 3: October 1, 2019 – September 30, 2020 LOT 1 - FIRM ORDER SERVICES - SUBJECT, FORMAT, OR SOURCE SPECIALIZATION (C.3.1) The Publisher List Price is the price that the publisher has established and announced in its catalog and/or other trade publications. This price shall not include freight pass through. Vendors may subdivide categories to make pricing more precise (e.g., break Non-English Language materials down by language.)

13000

CUSTOMER SPECIFIC VOLUME DISCOUNT:

13001 Cumulative orders over $__________________, additional ______________ % discount on all orders.

13002 Cumulative orders over $__________________, service fees waived.

13100

SUBJECT SPECIALIZATIONS (C.3.1.1)

Indicate a discount or service fee as a percent change from publisher's list price. For categories priced as net (i.e. simple pass-through of publisher's list price), indicate 0% discount.

CLIN

Description

Quantity Unit Price Discount % Amount 13101

13101.1

13101.2.

13101.3.

13101.4.

13101.5.

13101.6.

13101.7.

13101.8.

13102

13102.1.

13102.2.

13102.3.

13102.4.

13102.5.

13102.6.

13102.7.

13102.8.

13103

13103.1.

13103.2.

13103.3.

13103.4.

13103.5.

13103.6.

13103.7.

13103.8.

13104

13104.1.

13104.2.

13104.3.

13104.4.

13104.5.

13104.6.

13104.7.

13104.8.

13105

13105.1.

13105.2.

13105.3.

13105.4.

13105.5.

13105.6.

13105.7.

13105.8.

13106

13106.1.

13106.2.

13106.3.

13106.4.

13106.5.

13106.6.

13106.7.

13106.8.

13107

13107.1.

13107.2.

13107.3.

13107.4.

13107.5.

13107.6.

13107.7.

13107.8.

13108

13108.1.

13108.2.

13108.3.

13108.4.

13108.5.

13108.6.

13108.7.

13108.8.

13200 FORMAT OR SOURCE SPECIALIZATIONS (C.3.1.2) Indicate a discount or service fee as a percent change from publisher's list price. For categories priced at net (i.e. simple pass-through of publisher list price) indicate 0% discount.

CLIN

Description

Quantity Unit Price Discount % Amount 13201

13201.1.

13201.2.

13201.3.

13201.4.

13201.5.

13201.6.

13201.7.

13201.8.

13202

13202.1.

13202.2.

13202.3.

13202.4.

13202.5.

13202.6.

13202.7.

13202.8.

13203

13203.1.

13203.2.

13203.3.

13203.4.

13203.5.

13203.6.

13203.7.

13203.8.

13204

13204.1.

13204.2.

13204.3.

13204.4.

13204.5.

13204.6.

13204.7.

13204.8.

13205

13205.1.

13205.2.

13205.3.

13205.4.

13205.5.

13205.6.

13205.7.

13205.8.

13206

13206.1.

13206.2.

13206.3.

13206.4.

13206.5.

13206.6.

13206.7.

13206.8.

13207

13207.1.

13207.2.

13207.3.

13207.4.

13207.5.

13207.6.

13207.7.

13207.8.

13208

13208.1.

13208.2.

13208.3.

13208.4.

13208.5.

13208.6.

13208.7.

13208.8.

13209

13209.1.

13209.2.

13209.3.

13209.4.

13209.5.

13209.6.

13209.7.

13209.8.

13210

13210.1.

13210.2.

13210.3.

13210.4.

13210.5.

13210.6.

13210.7.

13210.8.

13211

13211.1.

13211.2.

13211.3.

13211.4.

13211.5.

13211.6.

13211.7.

13211.8.

13212

13212.1.

13212.2.

13212.3.

13212.4.

13212.5.

13212.6.

13212.7.

13212.8.

13213

13213.1.

13213.2.

13213.3.

13213.4.

13213.5.

13213.6.

13213.7.

13213.8.

13214

13214.1.

13214.2.

13214.3.

13214.4.

13214.5.

13214.6.

13214.7.

13214.8.

13215

13215.1.

13215.2.

13215.3.

13215.4.

13215.5.

13215.6.

13215.7.

13215.8.

13216

13216.1.

13216.2.

13216.3.

13216.4.

13216.5.

13300

13301

13400

13401

13402

13500

13501

13600

B.14.

LOT 2 APPROVAL PLAN SERVICES. (C.3.2) Prices shall be expressed as a deep percentage discount off publisher's list price per title, as appropriate. Publisher list price is the price the publisher has established and announced in its catalog and/or other trade publication. This price shall not include freight pass through.

14000

CUSTOMER SPECIFIC VOLUME DISCOUNT:

14001 Cumulative orders over $___________, additional _______ % discount on all orders.

14002 Cumulative orders over $___________, service fees waived.

Quantity

Unit Price Discount %

Amount 14100

APPROVAL PLAN ORDERING PROFILE CATEGORIES (C.3.2.1)

14101

14101.1

14101.2

14102

14102.1

14102.2

14103

14103.1

14103.2

14104

14104.1

14104.2

14105

14105.1

14105.2

14106

B.15.

LOT 3 - LEASING PLAN SERVICES. (C.3.3) Publisher list price is the price which the publisher has established and announced in its catalog and/or other trade publications. This price shall not include freight pass through. Provide a copy of lease/license agreements to be used with LC/FEDLINK customers.

CLIN

Description Quantity Unit

Unit Price Amount 15000 LEASING PLAN PUBLICATION CATEGORIES - Indicate categories offered. (C.3.3.1) 15001

15002

15003

15100

15101

15102

15103

15104

15105

15200

15201

15202

15300

15301

15400

B.16.

LOT 4 - TECHNICAL AND/OR ORDER PROCESSING SERVICES. (C.3.4) This Lot may only be offered by vendors that also provide materials under Lot 1, Lot 2, and/or Lot 3, and technical processing may be provided only for materials supplied under this contract.

16000

CUSTOMER SPECIFIC VOLUME DISCOUNT:

16001 Cumulative orders over $______________, additional ___________ % discount on all orders.

16002 Cumulative orders over $______________, service fees waived.

CLIN

Description Quantity Unit Unit Price Amount 16100 BASIC TECHNICAL PROCESSING. (C.3.4.1) Pricing shall be unit based and shall include all costs for materials, labor, overhead, etc. Specify types/grades of materials and indicate price differences as appropriate.

16101 Physical Processing (per unit) (C.3.4.2) 16102

16103

16104

16105

16106

16107

16200

16201

16202

16203

16300

16400

16500

B.17.

Option Year 4: October 1, 2020 – September 30, 2021 LOT 1 - FIRM ORDER SERVICES - SUBJECT, FORMAT, OR SOURCE SPECIALIZATION (C.3.1) The Publisher List Price is the price that the publisher has established and announced in its catalog and/or other trade publications. This price shall not include freight pass through. Vendors may subdivide categories to make pricing more precise (e.g., break Non-English Language materials down by language.)

17000

CUSTOMER SPECIFIC VOLUME DISCOUNT:

17001 Cumulative orders over $__________________, additional ______________ % discount on all orders.

17002 Cumulative orders over $__________________, service fees waived.

17100

SUBJECT SPECIALIZATIONS (C.3.1.1)

Indicate a discount or service fee as a percent change from publisher's list price. For categories priced as net (i.e. simple pass-through of publisher's list price), indicate 0% discount.

CLIN

Description

Quantity Unit Price Discount % Amount 17101

17101.1.

17101.2.

17101.3.

17101.4.

17101.5.

17101.6.

17101.7.

17101.8.

17102

17102.1.

17102.2.

17102.3.

17102.4.

17102.5.

17102.6.

17102.7.

17102.8.

17103

17103.1.

17103.2.

17103.3.

17103.4.

17103.5.

17103.6.

17103.7.

17103.8.

17104

17104.1.

17104.2.

17104.3.

17104.4.

17104.5.

17104.6.

17104.7.

17104.8.

17105

17105.1.

17105.2.

17105.3.

17105.4.

17105.5.

17105.6.

17105.7.

17105.8.

17106

17106.1.

17106.2.

17106.3.

17106.4.

17106.5.

17106.6.

17106.7.

17106.8.

17107

17107.1.

17107.2.

17107.3.

17107.4.

17107.5.

17107.6.

17107.7.

17107.8.

17108

17108.1.

17108.2.

17108.3.

17108.4.

17108.5.

17108.6.

17108.7.

17108.8.

17200 FORMAT OR SOURCE SPECIALIZATIONS (C.3.1.2) Indicate a discount or service fee as a percent change from publisher's list price. For categories priced at net (i.e. simple pass-through of publisher list price) indicate 0% discount.

CLIN

Description

Quantity Unit Price Discount % Amount 17201

17201.1.

17201.2.

17201.3.

17201.4.

17201.5.

17201.6.

17201.7.

17201.8.

17202

17202.1.

17202.2.

17202.3.

17202.4.

17202.5.

17202.6.

17202.7.

17202.8.

17203

17203.1.

17203.2.

17203.3.

17203.4.

17203.5.

17203.6.

17203.7.

17203.8.

17204

17204.1.

17204.2.

17204.3.

17204.4.

17204.5.

17204.6.

17204.7.

17204.8.

17205

17205.1.

17205.2.

17205.3.

17205.4.

17205.5.

17205.6.

17205.7.

17205.8.

17206

17206.1.

17206.2.

17206.3.

17206.4.

17206.5.

17206.6.

17206.7.

17206.8.

17207

17207.1.

17207.2.

17207.3.

17207.4.

17207.5.

17207.6.

17207.7.

17207.8.

17208

17208.1.

17208.2.

17208.3.

17208.4.

17208.5.

17208.6.

17208.7.

17208.8.

17209

17209.1.

17209.2.

17209.3.

17209.4.

17209.5.

17209.6.

17209.7.

17209.8.

17210

17210.1.

17210.2.

17210.3.

17210.4.

17210.5.

17210.6.

17210.7.

17210.8.

17211

17211.1.

17211.2.

17211.3.

17211.4.

17211.5.

17211.6.

17211.7.

17211.8.

17212

17212.1.

17212.2.

17212.3.

17212.4.

17212.5.

17212.6.

17212.7.

17212.8.

17213

17213.1.

17213.2.

17213.3.

17213.4.

17213.5.

17213.6.

17213.7.

17213.8.

17214

17214.1.

17214.2.

17214.3.

17214.4.

17214.5.

17214.6.

17214.7.

17214.8.

17215

17215.1.

17215.2.

17215.3.

17215.4.

17215.5.

17215.6.

17215.7.

17215.8.

17216

17216.1.

17216.2.

17216.3.

17216.4.

17216.5.

17300

17301

17400

17401

17402

17500

17501

17600

B.18.

LOT 2 APPROVAL PLAN SERVICES. (C.3.2) Prices shall be expressed as a deep percentage discount off publisher's list price per title, as appropriate. Publisher list price is the price the publisher has established and announced in its catalog and/or other trade publication. This price shall not include freight pass through.

18000

CUSTOMER SPECIFIC VOLUME DISCOUNT:

18001 Cumulative orders over $___________, additional _______ % discount on all orders.

18002 Cumulative orders over $___________, service fees waived.

CLIN

SUPPLIES/SERVICES

Quantity Unit Price Discount % Amount 18100

APPROVAL PLAN ORDERING PROFILE CATEGORIES (C.3.2.1)

18101

18101.1

18101.2

18102

18102.1

18102.2

18103

18103.1

18103.2

18104

18104.1

18104.2

18105

18105.1

18105.2

18106

B.19.

LOT 3 - LEASING PLAN SERVICES. (C.3.3) Publisher list price is the price which the publisher has established and announced in its catalog and/or other trade publications. This price shall not include freight pass through. Provide a copy of lease/license agreements to be used with LC/FEDLINK customers.

CLIN

Description Quantity Unit

Unit Price Amount 19000 LEASING PLAN PUBLICATION CATEGORIES - Indicate categories offered. (C.3.3.1) 19001

19002

19003

19100

19101

19102

19103

19104

19105

19200

19201

19202

19300

19301

19400

B.20.

LOT 4 - TECHNICAL AND/OR ORDER PROCESSING SERVICES. (C.3.4) This Lot may only be offered by vendors that also provide materials under Lot 1, Lot 2, and/or Lot 3, and technical processing may be provided only for materials supplied under this contract.

20000

CUSTOMER SPECIFIC VOLUME DISCOUNT:

20001 Cumulative orders over $______________, additional ___________ % discount on all orders.

20002 Cumulative orders over $______________, service fees waived.

CLIN

Description Quantity Unit Unit Price Amount 20100 BASIC TECHNICAL PROCESSING. (C.3.4.1) Pricing shall be unit based and shall include all costs for materials, labor, overhead, etc. Specify types/grades of materials and indicate price differences as appropriate.

20101 Physical Processing (per unit) (C.3.4.2) 20102

20103

20104

20105

20106

20107

20200

20201

20202

20203

20300

20400

20500

SECTION C – STATEMENT OF WORK

C.1. BACKGROUND. The Library of Congress (Library) requires contract support to provide Books and Library Publications Acquisition Services. The Library provides these services under the Federal Library and Information Network (FEDLINK). In accordance with 2 U.S.C. § 182c (f)(1), the Library is authorized to provide the Books and Library Publications Acquisition Services on behalf of participating Federal Libraries, Federal information centers, other entities of the Federal Government, and the District of Columbia. Libraries and other Federal offices centralize the acquisition of books and library publications through qualified firms in order to reduce the Government's time and labor investment in acquiring information needed to support agency missions.

C.2. SCOPE. The Contractor shall provide Books and Library Publications Acquisition services from Contractors, publishers, manufacturers, distributors, or producers of non-print firm ordered materials that can supply books and library publications (non-serial publications) and associated acquisition support services to Federal libraries, information centers, and other Federal offices for the FEDLINK program as described in Section C (Statement of Work). The Contractor shall also provide a variety of associated services that support the execution and administration of Library acquisitions operations, and the delivery and physical processing of materials. The Contractor may provide technical processing only for materials supplied under this contract.

C.3. PERFORMANCE AREAS. The objective of this requirement is to obtain Contractor support for Books and Library Publications Acquisition Services under the FEDLINK program that includes the following:

Lot 1 Firm Order Lot 2 Approval Plan Lot 3 Leasing Plan Lot 4 Technical Services

Publications. Materials covered include books and other publications that are complete in one part or, are intended to be completed in a finite number of separate parts. Varied publishing formats and/or media such as books, electronic books/publications, reports, treatises, encyclopedias, atlases, sound recordings, videotapes, CD-ROMS, audio-visual materials, and reprints are acceptable.

Physical Requirements of Publications. Contractors shall supply publications in the customer's choice of the bindings or all formats offered by the publisher, i.e. cloth, paper, or library binding, loose-leaf, hardbound, electronic, or all other issued formats. All materials shall be new and in mint condition. Contractors shall supply the latest edition of all publications unless the customer specifically requests another edition. Unless otherwise specified, Contractors shall supply publications as they are available domestically. Foreign press materials shall be supplied in the requested foreign version.

C.3.1. Lot 1 FIRM ORDER. Contractors will supply publications in response to firm orders from FEDLINK contracting officers or authorized ordering officials. A firm order is a one-time order for a specific title or titles for a specific number of copies. Contractors will supply requested materials from in-house stock or acquire items as needed directly from the publisher or other appropriate source. Most of the publications categories in this document refer to items commonly available in the United States, but some categories, such as foreign press publications, concern non-domestic materials. Contractors shall supply books and other library materials to FEDLINK customers including traditional monographs - single volume print books - or for other non-serial library materials in varied formats, physical media, and digital composition. Contractors shall specialize by subject area, format or source of publication and shall identify the types of materials they supply within their specializations. Contractors may specialize in more than one area. For example, a Contractor might specialize in scientific and technical publications and might supply trade, scholarly, textbook, audio-visual, association press and university press materials on sci-tech subjects; or a Contractor might specialize in trade publications in all subject areas except juvenile/young adult; in textbooks in all subject areas; or in foreign press publications on business, scientific, medical, and legal subjects. A Contractor may also specialize in all or any of the areas by providing materials in electronic and digital formats.

C.3.1.1. Subject Specialization. Contractors shall supply publications in at least one of the following subject (group) areas:

(a) General.

(b) Juvenile, Young Adult.

(c) Business, Economics, Finance.

(d) Legal.

(e) Medical and Allied Health.

(f) Scientific and Technical

(g) Social Sciences and Humanities.

(h) Military.

C.3.1.2. Format or Source Specialization. Contractors shall supply publications in at least one of the types below:

(a) Trade, Trade Paperback.

(b) Textbook, Textbook Paperback.

(c) Mass Market Paperback.

(d) Reference.

(e) Reprints, Back Issues.

(f) Audio-Visual.

(g) Multimedia.

(h) Non-English Language.

(i) Out-of-Print.

(j) Association, Society Presses.

(k) Foreign Presses.

(l) Government Documents.

(m) Small Presses.

(n) University Presses.

(o) Electronic Books.

C.3.1.3. Firm Order types. Upon receipt of a valid, executed order, contractors shall process regular firm orders, backorders, downloads, and rush orders. Standing orders are not permitted.

(a) Regular Firm Orders. Most publications shall be delivered to the customer within 30 days of receipt of the customer's order. These shall be considered regular firm orders. The Contractor shall promptly notify the customer when an item cannot be obtained within the regular 30-day timeframe, so the customer may identify an alternate source for the publication in a timely manner.

(b) Firm Order Backorders. Items which cannot be delivered within 30 days of receipt of the customer's order, but which the Contractor can supply, shall be treated as backorders. Upon receipt of a backordered item from the publisher, the Contractor shall ship it to the customer within five working days.

(c) Rush Firm Orders. The Contractor shall provide a method and identify timeframes for rush handling of orders for titles the customer requires on short notice. Rush orders shall be available both for publications supplied from the Contractor's stock and for items acquired as needed from publishers.

C.3.1.4. Firm Order date. The order date of all orders shall be the date the customer sends the order to the Contractor, not the date the Contractor begins processing the order (e.g., entering the order in a computer system, requesting the item from a publisher, etc.). All items shall be billed in accordance with the customer’s order date. Because the customer’s order date indicates the fiscal year of obligated funds, accurate recording of the order date is particularly critical at the end of the fiscal year.

C.3.1.5. Catalog. The Contractor shall provide customers with a printed catalog, comprehensive online list, or other listing of available publications and/or a list of publishers or other sources that they can access.

C.3.1.6. Pre-order services. The Contractor shall provide estimates of publisher's list price, contractors discount category or service fee, and availability of the item (forthcoming, in/out of print, in stock, etc.) upon request of the FEDLINK Customer for anticipated orders.

C.3.1.7. Order Communication. Contractors shall accept and confirm orders and cancellations through multiple communication methods. These shall include the Contractor’s online system, electronic mail, US mail, telephone, or fax transmission. At a minimum, the Contractor's communication methods, especially in regard to online ordering, telecommunications, and order cancellation, shall meet requirements as detailed herein.

C.3.1.8. Order Reports to FEDLINK. Contractors shall provide a weekly report of all firm orders placed under each FEDLINK contract to FEDLINK at fedlinkap@loc.gov. The report will be used to confirm orders placed by the authorized ordering official. The report shall be submitted as an Excel file, and it may be used for invoice verification. The report shall be transmitted to FEDLINK by 4pm (EST) on Friday of each week. The report shall contain the following information:

Vendor Name

FEDLINK ID

Address

Ordering Official

Date of Report

Ordering Office

Approved Special Order

Item # Order Date

DO #

Cust. Order # Ship to

ISBN #

Book Title Description Code Quantity Ordered Unit Price Y/N Cost Total Cost Beginning NTE Balance Remaining NTE Balance

Code:

Description

OOP

Out of Print

OOS

Out of Stock

PFS

Process for Shipping

NYP

Not Yet Printed

N/A Not Applicable/Not Identified

C.3.1.9. Cancellation Notices. Contractors shall provide written cancellation notices by electronic mail to the customer for all orders canceled by the customer and for all items the Contractor cannot supply. Notices shall be supplied within five business days of the date the user cancels the order or the date the Contractor determines the item cannot be supplied. The cancellation notices will show, at a minimum, the Contractor's name, the order number, the title, the date of cancellation, reason for cancellation, and the shipping address for the order.

C.3.1.10. Returns. Customers shall return items that supplied in error (wrong fills) or items received in unacceptable condition. Customers shall not be charged for materials, shipping or processing for returned items.

C.3.1.11. Acquisition support services. Customer support is an essential component of services offered through the LC/FEDLINK program. Contractors shall provide responsive, knowledgeable support to the Federal libraries, information centers, and other federal offices that are FEDLINK customers. Basic elements of customer support are described below.

C.3.1.12. Customer support.

(a) Support Representative: The Contractor shall designate an individual to serve as a point of contact (POC) for FEDLINK customers. This individual shall be familiar with the terms of the LC/FEDLINK IDIQ and FEDLINK processes, and shall understand the publications acquisitions needs of federal libraries and information centers. This individual shall have the ability and authority to answer questions and resolve problems.

(b) Telephone Support: The Contractor shall provide a toll free telephone number, and shall appoint a POC for FEDLINK customers for inquiries about orders, problems, or other information. The Contractor shall provide telephone service, at a minimum, between the hours of 9:00 AM and 5:00 PM, EST.

(c) "Mini-Network" Support: Many federal libraries are organized into a headquarters/field-site system similar to a large public library or university system with many branch units administered through a main library office. Some "mini-networks" have strong central control systems, others are comprised of relatively autonomous libraries whose funds are simply managed from a central FEDLINK account. In still other situations, a federal library may be responsible for ordering materials for the entire agency - library copies as well as office copies of publications. Contractors must use extra care in managing orders for such mini-network customers, particularly in the following areas:

Addresses: The Contractor shall maintain extensive and accurate lists of ship-to addresses included in the network, updating them as the customer deems necessary. Contractor shall ensure items are delivered to the correct address as provided in each order.

Order coordination: The Contractor shall coordinate orders for multiple sites, associating them with the order that represents the customer's central FEDLINK account.

Billing coordination: The Contractor shall coordinate billing, to generate invoices for multiple sites against the customer's central delivery order/account to include forwarding copies of all invoices to the FEDLINK member.

Management reports: The Contractor shall generate management reports, which summarize the acquisitions activity of the mini-network. Such reports shall have the same characteristics defined for basic reports, below. In addition, reports should include summarized information on multiple copy orders, discounts, and expenditures. As an illustration, individual titles ordered in multiple copies should be listed only once with the number of copies, price, discount, and extended price totaled. The Contractor shall work with mini-network customers to define reports as necessary.

C.3.1.13 Customer Reports. The Contractor shall provide a status of orders report, outlined below, free of charge for all firm order, approval plan, and leasing plan customers to the customer and to FEDLINK at fliccfno@loc.gov. The report is not intended to replace or duplicate the title-specific information provided on shipping lists and invoices, but is intended to track the customer's overall ordering activity. The report will be used to certify orders placed/received. Additional reports for the customer may be supplied, but are optional. Any costs for optional reports must be identified in the price schedule.

Frequency. The report shall be provided to the customer and FEDLINK on a monthly basis. The 1st report shall be provided within 30 calendar days after the date of the first delivery order and within 30 days of each subsequent month.

(b) Format. The report shall be provided as an Excel spreadsheet; other formats such as a data file or online query may be acceptable.

(c) Content. The basic monthly status of orders report shall be a year-to-date cumulative listing of the status of all of the customer's orders, open and closed. Reports shall include the following data:

(1) Identification information: customer ordering office; FEDLINK ID; LC contract or delivery order number; ship-to address.

(2) Order information: customer's order number; order date; number of items in the order; total amount of order; identification of individual authorized to place the order; fund code if supplied by the customer.

(3) Status information: status of order, e.g. open, shipped, closed, backordered, canceled.

(d) Sorting Order. Sorting shall be available on the following keys: order status; order number; order date; fund. The Order Management Report shall be sorted first by order number.

(e) Totals. The report shall show the total number and cost of items on each order and the grand total for all orders on the report, including quantity ordered, list price, discount, service charge, and extended price. Subtotals by order status shall be provided.

C.3.2. Lot 2. APPROVAL PLAN SERVICE. Under Approval Plan Services, the Contractor shall automatically supply books and library publications to the customer in accordance with a customer-specific collection ordering profile upon issuance of a valid and fully executed order for the Approval Plan Service. Two basic styles of approval plan shall be available: (1) automatic shipments or (2) choice from selection tools. The contractor shall not supply books and library publications in excess of the ceiling amount obligated for this service on the order. Customers will approve and retain acceptable items, and reject and return those deemed unsuitable for addition to the collection. The contractor shall invoice only for the publications retained. Alternatively, the Contractor may send selection tools (catalogs, descriptive title lists, or notification slips) that list publications within the scope of the customer's profile. From these materials, the customer will select items to be shipped, and place an order in accordance with the ordering procedures in this contract. All approval plan materials shall be shipped to the customer at the Contractor's expense, but rejected items shall be returned to the Contractor at the Government's expense. The approval profile typically specifies the library's subject focus areas and collection intensity (e.g., comprehensive), and other collection parameters such as format, language, place of publication and price range. Approval plans are intended to improve library efficiency and effectiveness by providing important pre-purchase information concerning new and/or forthcoming titles and eliminating the need for libraries to place individual orders in either routine or esoteric collection areas.

C.3.2.1. Types of Approval Plans.

(a) Automatic Shipment/Electronic Delivery Approval Plan. Upon issuance of a valid and fully executed order pursuant to the ordering procedures in this contract, the Contractor shall identify, acquire, and ship or electronically deliver materials that fit the customer's collection profile. Each shipment shall be considered a separate order under the approval plan. The customer shall have no less than 30 days to review the shipment and decide which materials to approve and retain for the collection and which to reject and return to the Contractor. The customer shall affirmatively indicate approval of items retained in a manner specified in the profile. The Contractor shall invoice the customer only for the items retained.

(b) Selection Tool Approval Plan. The Contractor shall provide selection tools that cover publications within scope of the customer's collection profile. Selection tools are typically catalogs, descriptive title lists, notification slips. They may be provided in print or machine readable form, as established in the customer's profile. The customer will clearly annotate the selection tools or will prepare a consolidated request list indicating which items the Contractor should supply on approval. Upon issuance of a valid and fully executed order pursuant to the ordering procedures in this contract for Selection Tool Approval, the Contractor shall acquire and ship the materials the customer identifies. The customer shall have no less than 30 days to review the shipment to decide whether to retain or reject materials. The Contractor shall invoice the customer only for the items retained.

C.3.2.2. Approval Plan Ordering Profile Categories:

(a) Subject based.

(b) Source based.

(c) Country or region based.

(d) Language based.

C.3.2.3 Approval Plan Ordering Profile. The Contractor and the customer together shall develop an ordering profile that reflects the customer's collection development requirements. The Contractor and customer shall review the profile at least semi-annually and adjust it as appropriate.

(a) Documentation. The Contractor shall provide the FEDLINK Contracting Officer and the customer with written or electronically accessible procedures that fully describe the customer's profile, the process by which the Contractor will identify and supply materials in accordance with the profile, and the customer/Contractor procedures for operating the plan.

(b) Time Frames. The customer and the Contractor shall establish a regular schedule for electronic…