RFP-913OT_Functional_Requirements_Matrix__Standards_Checklist_.docx

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RFP 913OT Library Periodicals Subscriptions
Solicitation number
BPM051349
Issued by
Maryland

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This document is a Request for Proposal (RFP-913OT) for Library Periodical Subscriptions from the University of Michigan (UM) Libraries. The RFP outlines comprehensive functional requirements for a subscription service covering approximately 7,238 titles, with mandatory requirements for supply, fulfillment, account maintenance, customer service, and management reporting. The contractor must be able to provide electronic ordering, invoicing, claiming, and reporting systems, handle print and electronic resources, and support approximately 95% of the current titles. Key requirements include providing an online catalog system, offering a toll-free customer service number, designating a dedicated contact person, and having at least ten years of experience serving Association of Research Libraries.

The RFP requires detailed vendor responses demonstrating capabilities in managing complex library subscription needs, including migration planning, on-site visits, customized reporting, and handling electronic resource licensing. Vendors must provide references from at least five U.S. Academic or Research Library customers with annual expenditures of $6 million or more, and demonstrate expertise in e-resource management. The document emphasizes robust digital infrastructure, with requirements for electronic file compatibility, data quality standards, and comprehensive account management features. Contractors must be prepared to provide monthly account summaries, handle credits, manage price changes, and offer detailed reporting across multiple dimensions including expenditures, classifications, and publisher information.

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Request for Proposal No. 913OT Library Periodical Subscriptions Functional Requirements & Features

In the contractors Technical response, the Contractor shall fill out the column “Respondent Comments”, explaining how the Contractor’s solution meets the requirement.

The Contractor shall mark the box indicating the contract (Will) or (Will Not) comply with the requirement. For requirements with which the contractor is able to comply, they shall explain their methodology for meeting this requirement.

Priority Codes:

M = Mandatory I = Information /C = Contractor must Confirm agreement to this requirement (ie: M/C) /E = Contractor must explain how their solution meets this requirement. (ie: M/E)

Item

Description

Priority
Respondent Comments

Mandatory Requirements

1
Supply and Fulfillment
1.1
The contractor shall base their proposals on the periodicals, newspapers, databases, and electronic resources currently received and paid for by the UM Libraries. Contractors must be able to supply 95% of the titles listed in Section J.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

1.2
The contractor shall provide for electronic ordering and invoicing, and shall explain by which methods this can be accomplished. Use of an online system may involve email, followed by FTP and/or EDI.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

1.3
The contractor shall place subscriptions for the UM Libraries at any time during the year, and shall assist in prorating for common expiration dates, as required.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

1.4
The contractor must process and confirm all new orders or cancellations within ten (10) working days of receipt of the request.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

1.5
The contractor shall provide common expiration dates for all titles where possible.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

1.6
The contractor must accept and acknowledge cancellations at any time during the year and credit the UM Libraries account, as appropriate, for the unused portion of the subscription.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

1.7
The contractor must act as a contact point for the UM Libraries in obtaining from the publisher: 1) replacement copies of serials found to be defective, 2) mutilated copies, or, 3) lost in transit. The contractors response shall supply details in writing describing how this will be accomplished. The contractor shall make a refund in full of all accounts refunded by the publishers.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

1.8
Upon request from the UM Libraries, the contractor shall negotiate with publishers the acquisitions of back issues of a title on the contract for at least one year prior to the date of its current volume.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

1.9
The contractor must be able to assist UM Libraries with renewing large publisher journal packages. Describe the process.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

1.10
The contractor shall provide for claiming for both print and electronic resources. The use of an online claiming system may involve electronic mail, FTP and/or EDI. The most important aspect is how the contractor deals with publishers and UM Libraries throughout the claiming process. Contractors response shall include a detailed explanation including the following elements: how claims for non-receipt or lack of online access to materials could be made by the UM Libraries; how the contractor processes such claims; How the UM Libraries are kept informed of the progress on claims; publisher time limits for claiming, if any; at what point the contractor abandons attempts to obtain claimed issues or rectify lost access to content; how UM Libraries are compensated for lost issues or lost access.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

The contractor must provide an online system for claiming both print and electronic resources. The contractor must describe what its own online system will handle.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

1.10a
Contractor’s process must include notifications on the status of the claim.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

1.10b
Continuous access to electronic resources is vital to the services of the Libraries. When access is interrupted, the contractor must provide UM with a status report concerning the loss of access within 24 hours of the Libraries’ report and service restoration within 48 hours. The contractor shall describe procedures for restoring access to electronic resources, including the procedures for weekends and nonbusiness hours. If lost or unresolved service is attributable to the contractor and is chronic, the Libraries will consider the situation a breach of contract.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

1.11
The contractor shall provide subscriptions with no postage charges to UM Libraries. The mailing address and/or IP ranges the contractor must submit to publishers will be provided at the time of award. The contractor shall assist in maintaining/adjusting the mailing address and/or IP ranges with content providers as required by the University.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2
Account Maintenance
2.1
The contractor shall provide access to an online catalog and account system at no extra charge to UM Libraries. Contractors response shall describe the features and functionality of the searchable online catalog).
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2
The catalog and account system shall include:
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.a
Bibliographic information for each title to include: title, publisher, frequency, ISSN, electronic formats, publication status, and publication pattern (i.e., number of issues per year, as well as schedules including oddities rather than frequencies), UM Libraries Order Number/ILS number.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.b
Access to titles by keyword, as well as specific title, purchase order number, Contractor subscription number, publisher or content provider name.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.c
Current subscription costs.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.d
Current volume or year and issue available.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.e
Subscriptions of an unusual status, e.g., bill-later, non-cancelable, slow, irregular, discontinued, order direct, period restricted, bundled titles, and memberships.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.f
Invoicing information for UM Libraries titles.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.g
Historic invoicing information, including ceased and cancelled titles.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.h
Access to back issue file for searching and ordering.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.i
Status of claims, including date of claim from UM Libraries and agent and/or publisher response.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.j
Publisher name/address file that also includes list of titles published by each.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.k
Publisher subscription numbers.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.l
Electronic mail between UM Libraries and the contractor’s online system.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.m
Access to check-in information.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.n
Information about contractor payments to publisher by title.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.o
Information about publisher licensing requirements and content restrictions.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.2.p
Subscription information for electronic resources (e.g. free with purchase of a print subscription, surcharge with purchase of a print subscription).
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.3
The contractor must notify the UM Libraries when the price of a subscription increases more than 10% in a given year, describing how that notification will be handled.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.4
The contractor must provide the UM Libraries with a monthly list of any changes that take place concerning the titles the contractor handles for print resources . This information shall include the following: cessations, mergers, splits, frequency of publication changes, titles behind in publication, name changes, titles that have resumed publication, temporarily suspended publications, price increases since the last billing, and format additions and changes (i.e. print to electronic).
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.5
The contractors response shall provide for electronic invoicing (via EDI and/or FTP) and this method must be compatible with the University’s financial records system and with ExLibris. (per specs)
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.6
The contractor shall be able to handle credits and their response shall describe the process for such.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.7
The contractor shall provide a monthly account summary statement, reflecting sales, payments, credits and balances for the UM Libraries.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.8
The contactor must be able to indicate service charges either as a separate line item on each invoice or incorporated into each individual line item for each title, depending on the requirements of the library.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.9
Contractor will endorse: Success Strategies for Electronic Content Discovery and Access: A Cross-Industry White Paper. Dublin, OH: OCLC.

http://www.oclc.org/content/dam/oclc/reports/data-quality/215233-SuccessStrategies.pdf and encourage publishers to follow the recommendations & best practices described in the document.

M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

2.10
At the point the subscription sale is final, the contractor will provide bibliographic & Kbart files according to best practices in data quality and work flow management as described in the Cross Industry White Paper.
M/C
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

3
Customer Service
3.1
The contractor shall provide a toll-free telephone number.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

3.2
The contractor must designate at least one individual within its customer service unit as UM Libraries contact person, to assist with problems regarding individual titles and with the account in general.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

3.3
The contractor must have been engaged in the business of providing subscriptions and electronic resources to Association of Research Libraries for a minimum of ten (10) years.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

3.4
The contractor’s response shall provide a detailed plan of migration from the current Contractor for the estimated 7,238 titles. Include training and documentation that will be provided.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

3.5
The contractor’s response shall describe the future direction of the company’s support for customers, especially regarding capabilities for handling electronic resources, including licensing arrangements and collection assessment tools.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

3.6
The contractor must be able to visit on site at minimum twice a year, as needed.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4
Management Reports
4.1
The contractor’s response shall provide reports and electronic files in standard formats (please indicate formats currently used, i.e., Excel, PDF, etc.), and describe online products. All reports shall include the UM Libraries order number, and the ISSN. This includes, at a minimum, but is not limited to the following management reports:
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1a
All current UM Libraries orders including subscription periods. The listing must include the current cost.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1b
Titles by Library of Congress Classification Code.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1c
Expenditures by Library Fund Account, if available.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1d
Analysis of costs by country.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1e
Analysis of costs by publisher.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1f
For renewal purposes, the contractor shall provide report(s) detailing all titles previously on order, indicating current status, current price and renewal date. Report(s) must be provided approximately 5-6 months prior to the annual renewal date, or dates, and are to be used for renewal order processing.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1g
Historical minimum three-year price/cost report by title, including titles that have changed status. This report, including Library of Congress Classification Code and publisher, must include cancellations, additions and changes in status.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1h
Title listing by publisher.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1i
Customized cost projections based on anticipated increases in price.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1j
Accounting of titles that are irregular and for which no payment activity is reflected during the subscription year.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1k
Report by format (e.g. print only, e-only, electronic resource with print, or electronic with surcharge and print.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1l
Report listing bundled titles received.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1m
Management report that includes titles received through memberships
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.2
The contractor must indicate ability to provide customized management reports on demand, and in addition, the contractor must indicate any applicable policies and requirements for advance notification which may be necessary to obtain the reports.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.1n
The contractor must be able to provide a report on the status of outstanding claims and must describe how the UM Libraries will receive the report or access the information.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.2
The contractor must indicate ability to provide customized management reports on demand, and in addition, the contractor must indicate any applicable policies and requirements for advance notification which may be necessary to obtain the reports.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.2.1
The contractor must be able to provide usage reports for e-content on demand.
M/C/E
□ Contractor will Comply with this Requirement: (Contractor explains their methodology for accomplishing this point)

□ Contractor Will Not Comply (Explain Reason this Box)

4.0 REFERENCES

4.1 Active References

Each proposing contractor must provide at least

4.1.1U.S. Academic/Research Library Customers: The contractor’s five (5) largest current U.S. Academic or Research Library customers for whom the contractor is the primary agent and expends an annual minimum of $6 million. Contractors are to enter references under 4.1.1 in the charts below 4.1.1.1 – 4.1.1.5. Note: The contractor’s references MUST demonstrate the size and scope of each reference provided, expenditures $6M/annual or more.
4.1.2E-Resource Accounts: The Contractors five (5) current customers with the largest e-resource accounts. Contractors are to enter references under 4.1.2 in the charts below 4.1.2.1 – 4.1.2.5. Note: The contractor’s references MUST demonstrate the size and scope of each reference provided, expenditures $6M/annual or more.
4.1.3Recent addition Active Customer List: Vendor shall provide a list of Association of Research Libraries (ARL) customers, with contact information, that it has added over the past five (5) years. Note: The contractor’s references MUST demonstrate the size and scope of each reference provided, expenditures $6M/annual or more.

4.1.1.1 ACTIVE U.S. CONTRACT REFERENCE 1 – CATEGORY 1 U.S. ACADEMIC OR RESEARCH LIBRARY

Name of Client:

Name of Contact:

Address:

Phone Number:

E-Mail Address:

Annual Dollar Value of Contract:

Start Date:

Completion Date:

Description of Service

Justification of Similar Size and Scope

4.1.1.2 ACTIVE U.S. CONTRACT REFERENCE 2 CATEGORY 1 U.S. ACADEMIC OR RESEARCH LIBRARY

Name of Client:

Name of Contact:

Address:

Phone Number:

E-Mail Address:

Annual Dollar Value of Contract:

Start Date:

Completion Date:

Description of Service

Justification of Similar Size and Scope

4.1.1.3 ACTIVE U.S. CONTRACT REFERENCE 3 CATEGORY 1 U.S. ACADEMIC OR RESEARCH LIBRARY

Name of Client:

Name of Contact:

Address:

Phone Number:

E-Mail Address:

Annual Dollar Value of Contract:

Start Date:

Completion Date:

Description of Service

Justification of Similar Size and Scope

4.1.1.4 ACTIVE U.S. CONTRACT REFERENCE 4 CATEGORY 1 U.S. ACADEMIC OR RESEARCH LIBRARY

Name of Client:

Name of Contact:

Address:

Phone Number:

E-Mail Address:

Annual Dollar Value of Contract:

Start Date:

Completion Date:

Description of Service

Justification of Similar Size and Scope

4.1.1.5 ACTIVE U.S. CONTRACT REFERENCE 5 CATEGORY 1 U.S. ACADEMIC OR RESEARCH LIBRARY

Name of Client:

Name of Contact:

Address:

Phone Number:

E-Mail Address:

Annual Dollar Value of Contract:

Start Date:

Completion Date:

Description of Service

Justification of Similar Size and Scope

4.1.2.1 ACTIVE CONTRACT REFERENCE 1 – CATEGORY 2 LARGEST E-RESOURCE ACCOUNTS

Name of Client:

Name of Contact:

Address:

Phone Number:

E-Mail Address:

Annual Dollar Value of Contract:

Start Date:

Completion Date:

Description of Service

Justification of Similar Size and Scope

4.1.2.2 ACTIVE CONTRACT REFERENCE 2 - CATEGORY 2 LARGEST E-RESOURCE ACCOUNTS

Name of Client:

Name of Contact:

Address:

Phone Number:

E-Mail Address:

Annual Dollar Value of Contract:

Start Date:

Completion Date:

Description of Service

Justification of Similar Size and Scope

4.1.2.3 ACTIVE CONTRACT REFERENCE 3- CATEGORY 2 LARGEST E-RESOURCE ACCOUNTS

Name of Client:

Name of Contact:

Address:

Phone Number:

E-Mail Address:

Annual Dollar Value of Contract:

Start Date:

Completion Date:

Description of Service

Justification of Similar Size and Scope

4.1.2.4 ACTIVE CONTRACT REFERENCE 4- CATEGORY 2 LARGEST E-RESOURCE ACCOUNTS

Name of Client:

Name of Contact:

Address:

Phone Number:

E-Mail Address:

Annual Dollar Value of Contract:

Start Date:

Completion Date:

Description of Service

Justification of Similar Size and Scope

4.1.2.5 ACTIVE CONTRACT REFERENCE 5- CATEGORY 2 LARGEST E-RESOURCE ACCOUNTS

Name of Client:

Name of Contact:

Address:

Phone Number:

E-Mail Address:

Annual Dollar Value of Contract:

Start Date:

Completion Date:

Description of Service

Justification of Similar Size and Scope

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