PROFESSIONAL SERVICES AGREEMENT City Manager's Office 701 Laurel St. , Menlo Park, CA 94025 tel 650-330-6620 CITY Of MENLO PARK

II - ·~ - Agreement#: - 002738 AGREEMENT FOR SERVICES BETWEEN THE CITY OF MENLO PARK AND BAKER & TAYLOR LLC - Tt!S AGREEMENT made and ente~ into at Menlo Park, California, this - I day of -~!l..fv~ , 1'0\ , by and between the CITY OF MENLO PARK, a Municipal CorporMion, hereinafter referred to as "CITY," and BAKER & TAYLOR LLC, hereinafter referred to as "FIRST PARTY." WITNESSETH:

WHEREAS, CITY desires to retain FIRST PARTY to provide certain professional services for CITY in connection with that certain project called: customized library services for libraries

WHEREAS, FIRST PARTY is licensed to perform said services and desires to and does hereby undertake to perform said services.

NOW, THEREFORE, IN CONSIDERATION OF THE MUTUAL COVENANTS, PROMISES AND CONDITIONS of each of the parties hereto, it is hereby agreed as follows:

1. SCOPE OF WORK In consideration of the payment by CITY to FIRST PARTY, as hereinafter provided , FIRST PARTY agrees to perform all the services as set forth in Exhibit "A," Scope of Services. 2. SCHEDULE FOR WORK

FIRST PARTY's proposed schedule for the various services required pursuant to this agreement will be as set forth in Exhibit "A," Scope of Services. CITY will be kept informed as to the progress of work by written reports, to be submitted monthly or as otherwise required in Exhibit "A. " Neither party shall hold the other responsible for damages or delay in performance caused by acts of God , strikes, lockouts, accidents or other events beyond the control of the other, or the other's employees and agents.

FIRST PARTY shall commence work immediately upon receipt of a "Notice to Proceed" from CITY. The "Notice to Proceed" date shall be considered the "effective date" of the agreement, as used herein, except as otherwise specifically defined. FIRST PARTY shall complete all the work and deliver to CITY all project related files, records, and materials within one month after completion of all of FIRST PARTY's activities required under this agreement. ·- "3. PROSECUTION OF WORK FIRST PARTY will employ a sufficient staff to prosecute the work diligently and continuously and will complete the work in accordance with the schedule of work approved by the CITY. (See Exhibit "A," Scope of Services).

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4. COMPENSATION AND PAYMENT

A. CITY shall pay FIRST PARTY an all-inclusive fee that shall not exceed $250,000 as described in Exhibit "A," Scope of Services. All payments shall be inclusive of all indirect and direct charges to the Project incurred by FIRST PARTY. The CITY reserves the right to withhold payment if the City determines that the quantity or quality of the work performed is unacceptable. B. FIRST PARTY's fee for the services as set forth herein shall be considered as full compensation for all indirect and direct personnel, materials, supplies and equipment, and services incurred by FIRST PARTY and used in carrying out or completing the work. C. Payments shall be monthly for the invoice amount or such other amount as approved by CITY. As each payment is due, the FIRST PARTY shall submit a statement describing the services performed to CITY. This statement shall include, at a minimum, the project title, agreement number, the title(s) of personnel performing work, hours spent, payment rate, and a listing of all reimbursable costs. CITY shall have the discretion to approve the invoice and the work completed statement. Payment shall be for the invoice amount or such other amount as approved by CITY. D. Payments are due upon receipt of written invoices. CITY shall have the right to receive, upon request, documentation substantiating charges billed to CITY. CITY shall have the right to perform an audit of the FIRST PARTY's relevant records pertaining to the charges.

5. EQUAL EMPLOYMENT OPPORTUNITY

A. FIRST PARTY, with regard to the work performed by it under this agreement shall not discriminate on the grounds of race, religion, color, national origin, sex, handicap, marital status or age in the retention of sub-consultants, including procurement of materials and leases of equipment. B. FIRST PARTY shall take affirmative action to insure that employees and applicants for employment are treated without regard to their race, color, religion, sex, national origin, marital status or handicap. Such action shall include, but not be limited to the following : employment, upgrading, demotion, or transfer; recruitment advertising; layoff or termination; rates of pay or other forms of compensation and selection for training including apprenticeship. C. FIRST PARTY shall post in prominent places, available to employees and applicants for employment, notices setting forth the provisions of this non-discrimination clause. D. FIRST PARTY shall state that all qualified applications will receive consideration for employment without regard to race, color, religion, sex, national origin, marital status or handicap. E. FIRST PARTY shall comply with Title VI of the Civil Rights Act of 1964 and shall provide such reports as may be required to carry out the intent of this section. F. FIRST PARTY shall incorporate the foregoing requirements of this section in FIRST PARTY's agreement with all sub-consultants. ' 6. ASSIGNMENT OF AGREEMENT AND TRANSFER OF INTEREST

A. FIRST PARTY shall not assign this agreement, and shall not transfer any interest in the same (whether by assignment or novation), without prior written consent of the CITY thereto, provided, however, that claims for money due or to become due to the FIRST PARTY from the CITY under this agreement may be assigned to a bank, trust company, or other financial institution without such approval. Notice of an intended assignment or transfer shall be furnished promptly to the CITY. B. In the event there is a change of more than 30 percent of the stock ownership or ownership in FIRST PARTY from the date of this agreement is executed, then CITY shall be notified before the date of sa id change of stock ownership or interest and CITY shall have the right, in event of such change in stock ownership or interest, to terminate this agreement upon notice to FIRST PARTY. In the event CITY is not notified of any such change in stock ownership or interest, then upon knowledge of same, it shall be deemed that CITY has terminated this agreement.

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" 7. INDEPENDENT WORK CONTROL

It is expressly agreed that in the performance of the service necessary for compliance with this agreement, FIRST PARTY shall be and is an independent contractor and is not an agent or employee of CITY. FIRST PARTY has and shall retain the right to exercise full control and supervision of the services and full control over the employment, direction, compensation and discharge of all persons assisting FIRST PARTY in the performance of FIRST PARTY's services hereunder. FIRST PARTY shall be solely responsible for its own acts and those of its subordinates and employees.

8. CONSULTANT QUALIFICATIONS

It is expressly understood that FIRST PARTY is licensed and skilled in the professional calling necessary to perform the work agreed to be done by it under this agreement and CITY relies upon the skill of FIRST PARTY to do and perform said work in a skillful manner usual to the profession. The acceptance of FIRST PARTY's work by CITY does not operate as a release of FIRST PARTY from said understanding.

9. NOTICES '

All notices hereby required under this agreement shall be in writing and delivered in person or sent by certified mail, postage prepaid or by overnight courier service. Notices required to be given to CITY shall be addressed as follows: Sean Reinhart Library Services Directory City of Menlo Park 701 Laurel St. Menlo Park, CA 94025 650-330-2510 [email protected]

Notices required to be given to FIRST PARTY shall be addressed as follows: Stefanie Kremer Baker & Taylor, LLC 2550 W. Tyvola Rd, Suite 300 Charlotte, NC 28217 704-998-3135 Stefanie. [email protected] Provided that any party may change such address by notice, in writing, to the other party and thereafter notices shall be addressed and transmitted to the new address.

10. HOLD HARMLESS The FIRST PARTY shall defend, indemnify and hold harmless the CITY, its subsidiary agencies, their officers, agents, employees and servants from all claims, suits or actions that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the FIRST PARTY brought for, or on account of, injuries to or death of any person or damage to property resulting from the performance of any work required by this agreement by FIRST PARTY, its officers, agents, employees and servants. Nothing herein shall be construed to require the FIRST PARTY to defend, indemnify or hold harmless the CITY, its subsidiary agencies, their officers, agents, employees and servants against any responsibility to liability in contravention of Section 2782.8 of the California Civil Code.

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11. INSURANCE

A FIRST PARTY shall not commence work under this agreement until all insurance required under this Section has been obtained and such insurance has been approved by the City, with certificates of insurance evidencing the required coverage. B. There shall be a contractual liability endorsement extending the FIRST PARTY's coverage to include the contractual liability assumed by the FIRST PARTY pursuant to this agreement. These certificates shall specify or be endorsed to provide that thirty (30) days' notice must be given, in writing, to the CITY, at the address shown in Section 9, of any pending cancellation of the policy. FIRST PARTY shall notify CITY of any pending change to the policy. All certificates shall be filed with the City. 1. Workers' compensation and employer's liability insurance: The FIRST PARTY shall have in effect during the entire life of this agreement workers' compensation and Employer's Liability Insurance providing full statutory coverage. In signing this agreement, the FIRST PARTY makes the following certification, required by Section 18161 of the California Labor Code: "I am aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of the Code, and I will comply with such provisions before commencing the performance of the work of this agreement" (not required if the FIRST PARTY is a Sole Proprietor). 2. Liability insurance: The FIRST PARTY shall take out and maintain during the life of this agreement such Bod ily Injury Liability and Property Damage Liability Insurance (Commercial General Liability Insurance) on an occurrence basis as shall protect it while performing work covered by this agreement from any and all claims for damages for bodily injury, including accidental death, as well as claims for property damage which may arise from the FIRST PARTY's operations under this agreement, whether such operations be by FIRST PARTY or by any sub-consultant or by anyone directly or indirectly employed by either of them. The amounts of such insurance shall be not less than one million dollars ($1,000,000) per occurrence and one million dollars ($1 ,000,000) in aggregate, or one million dollars ($1 ,000,000) combined single limit bodily injury and property damage for each occurrence. FIRST PARTY shall provide the CITY with acceptable evidence of coverage, including a copy of all declarations of coverage exclusions. FIRST PARTY. shall maintain Automobile Liability Insurance pursuant to this agreement in an amount of not less than one million dollars ($1 ,000,000) for each accident combined single limit or not less than one million dollars ($1,000,000) for any one (1) person, and one million dollars ($1,000,000) for any one (1) accident, and Three Hundred Thousand Dollars, ($300,000) property damage. 3. Professional liability insurance: FIRST PARTY shall maintain a policy of professional liability insurance, protecting it against claims arising out of the negligent acts, errors, or omissions of FIRST PARTY pursuant to this agreement, in the amount of not less than one million dollars ($1,000,000) per claim and in the aggregate. Said professional liability insurance is to be kept in force for not less than one (1) year after completion of services described herein. C. CITY and its subsidiary agencies, and their officers, agents, employees and servants shall be named as additional insured by blanket endorsement. on any such policies of Commercial General Liability and Automobile Liability Insurance, (but not for the Professional Liability and 'Norkers' compensation), which shall also contain a provision that the insurance afforded thereby to the CITY, its subsidiary agencies, and their officers, agents, employees, and servants shall be primary insurance to the full limits of liability of the policy, and that if the CITY, its subsidiary agencies and their officers and employees have other insurance against a loss covered by a policy, such other insurance shall be excess insurance only.

11. INSURANCE CONTINUED ON NEXT PAGE

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D. In the event of the breach of any provision of this Section, or in the event any notice is received which indicates any required insurance coverage will be diminished or canceled, CITY, at its option, may, notwithstanding any other provision of this agreement to the contrary, immediately declare a material breach of this agreement and suspend all further work pursuant to this agreement.

E. Before the execution of this agreement, any deductibles or self-insured retentions must be declared to aREl a1313FeveEl ey the CITY and are within industry norms.

12. PAYMENT OF PERMITS/LICENSES

Contractor shall obtain any license, permit, or approval if necessary from any agency whatsoever for the work/services to be performed, at his/her own expense, before commencement of said work/services or forfeit any right to compensation under this agreement.

13. RESPONSIBILITY AND LIABILITY FOR SUB-CONSULTANTS AND/OR SUBCONTRACTORS

Approval of or by CITY shall not constitute nor be deemed a release of responsibility and liability of FIRST PARTY or its sub-consultants and/or subcontractors for the accuracy and competency of the designs, working drawings, specifications or other documents and work, nor shall its approval be deemed to be an assumption of such responsibility by CITY for any defect in the designs, working drawings, specifications or other documents prepared by FIRST PARTY or its sub-consultants and/or subcontractors. - .. -· 14. OWNERSHIP OF WORK PRODUCT

Work products of FIRST PARTY for this project, which are delivered under this agreement or which are developed, produced and paid for under this agreement, shall become the property of CITY. The reuse of FIRST PARTY's work products by City for purposes other than intended by this agreement shall be at no risk to FIRST PARTY. - 15. REPRESENTATION OF WORK

Any and all representations of FIRST PARTY, in connection with the work performed or the information supplied, shall not apply to any other project or site, except the project described in Exhibit "A" or as otherwise specified in Exhibit "A." 16. TERMINATION OF AGREEMENT

A. CITY may give thirty (30) days written notice to FIRST PARTY, terminating this agreement in whole or in part at any time, either for CITY's convenience or because of the failure of FIRST PARTY to fulfill its contractual obligations or because of FIRST PARTY's change of its assigned personnel on the project without prior CITY approval. Upon receipt of such notice, FIRST PARTY shall: 1. Immediately discontinue all services affected (unless the notice directs otherwise); and 2. Deliver to the CITY all data, drawings, specifications, reports, estimates, summaries, and such other information and materials as may have been accumulated or produced by FIRST PARTY in performing work under this agreement, whether completed or in process. B. If termination is for the convenience of CITY, an equitable adjustment in the contract price shall be made, but no amount shall be allowed for anticipated profit on unperformed services. C. If the termination is due to the failure of FIRST PARTY to fulfill its agreement, CITY may take over the work and prosecute the same to completion by agreement or otherwise. In such case, FIRST PARTY shall be liable to CITY for any reasonable additional cost occasioned to the CITY thereby. 16. TERMINATION OF AGREEMENT CONTINUED ON NEXT PAGE

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D. If, after notice of termination for failure to fulfill agreement obligations, it is determined that FIRST PARTY had not so failed , the termination shall be deemed to have been effected for the convenience of the CITY. In such event, adjustment in the contract price shall be made as provided in Paragraph B of this Section. E. The rights and remedies of the CITY provided in this Section are in addition to any other rights and remedies provided by law or under this agreement. F. Subject to the foregoing provisions, the CITY shall pay FIRST PARTY for services performed and expenses incurred through the termination date. - 17. INSPECTION OF WORK

It is FIRST PARTY's obligation to make the work product available for CITY's inspections and periodic reviews upon request by CITY.

18. COMPLIANCE WITH LAWS

It shall be the responsibility of FIRST PARTY to comply with all State and Federal Laws applicable to the work and services provided pursuant to this agreement, including but not limited to compliance with prevailing wage laws, if applicable. - 19. BREACH OF AGREEMENT

A This agreement is governed by applicable federal and state statutes and regulations. Any material deviation by FIRST PARTY for any reason from the requirements thereof, or from any other provision of this agreement, shall constitute a breach of this agreement and may be cause for termination at the election of the CITY. B. The CITY reserves the right to waive any and all breaches of this agreement, and any such waiver shall not be deemed a waiver of any previous or subsequent breaches. In the event the CITY chooses to waive a particular breach of this agreement, it may condition same on payment by FIRST PARTY of actual damages occasioned by such breach of agreement.

20. SEVERABILITY

The provisions of this agreement are severable. If any portion of this agreement is held invalid by a court of competent jurisdiction, the remainder of the agreement shall remain in full force and effect unless amended or modified by the mutual consent of the parties.

21. CAPTIONS

The captions of this agreement are for convenience and reference only and shall not define, explain, modify, limit, exemplify, or aid in the interpretation, construction, or meaning of any provisions of this agreement. - - - - 22. LITIGATION OR ARBITRATION

In the event that suit or arbitration is brought to enforce the terms of this agreement, the prevailing party shall be entitled to litigation costs and reasonable attorneys' fees. The Dispute Resolution provisions are set forth on Exhibit "B," 'Dispute Resolution' attached hereto and by this reference incorporated herein.

23. RETENTION OF RECORDS

Contractor shall maintain all required records for three years after the City makes final payment and all other pending matters are closed, and shall be subject to the examination and /or audit of the City, a federal agency, and the state of California.

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- --- - ., -- 24. TERM OF AGREEMENT

This agreement shall remain in effect for the period of July 1, 2019 through June 30 , 2020 unless extended, amended, or terminated in writing by CITY.

25. ENTIRE AGREEMENT

This document constitutes the sole agreement of the parties hereto relating to said project and states the rights, duties, and obligations of each party as of the document's date. Any prior agreement, promises, negotiations, or representations between parties not expressly stated in th is document are not binding. All modifications, amendments, or waivers of the terms of this agreement must be in writing and signed by the appropriate representatives of the parties to this agreement. - 26. STATEMENT OF ECONOMIC INTEREST

Consultants, as defined by Section 18701 of the Regulations of the Fair Political Practices Commission, Title 2, Division 6 of the California Code of Regulations, are required to file a Statement of Economic Interests with 30 days of approval of a contract services agreement with the City of its subdivisions, on an annual basis thereafter during the term of the contract, and within 30 days of completion of the contract. Based upon review of the Consultant's Scope of Work and determination by the City Manager, it is determined that Consultant IS NOT required to file a Statement of Economic Interest. A statement of Economic Interest shall be filed with the City Clerk's office no later than 30 days after the execution of the agreement.

SIGNATURE PAGE TO FOLLOW

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IN WITNESS WHEREOF, the parties hereto have executed this agreement on the day and year first above written.

FOR FIRST PARTY: Sig#!;&,~ ~

' S±efant 0 ru~c Printed name Title ~ ' ~ Ta,~ DY UC... 1 4 7- 3 /7 q 4] lf Tax ID#

APPROVED AS TO FORM: (

William L. McClure, City Attorney Date 7

?/7 J 14 Date

ATTEST:

Judi A~(.rl<

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EXHIBIT "A" - SCOPE OF SERVICES

A 1. SCOPE OF WORK

FIRST PARTY agrees to provide consultant services for CITY's library. In the event of any discrepancy between any of the terms of the FIRST PARTY's proposal and those of this agreement, the version most . favorable to the CITY shall prevail. FIRST PARTY shall provide the following services:

Provide general consultant services for projects as determined by the CITY. The detailed scope of work for each task the CITY assigns the consultant shall be referred to as Exhibit A -1, which will become part of this agreement. A notice to proceed will be issued separately for each separate scope of work agreed to between the CITY and FIRST PARTY.

FIRST PARTY agrees to perform these services as directed by the CITY in accordance with the standards of its profession and CITY's satisfaction.

A2. COMPENSATION

CITY hereby agrees to pay FIRST PARTY at the rates to be negotiated between FIRST PARTY and CITY as detailed in Exhibit A-1. The actual charges shall be based upon (a) FIRST PARTY's standard hourly rate for various classifications of personnel; (b) all fees, salaries and expenses to be paid to engineers, consultants, independent contractors, or agents employed by FIRST PARTY; and shall (c) include reimbursement for mileage, courier and plan reproduction. The total fee for each separate Scope of Work agreed to between the CITY and FIRST PARTY shall not exceed the amount shown in Exhibit A-1. FIRST PARTY shall be paid within thirty (30) days after approval of billing for work completed and approved by the CITY. Invoices shall be submitted containing all information contained in Section A5 below. In no event shall FIRST PARTY be entitled to compensation for extra work unless an approved change order, or other written authorization describing the extra work and payment terms, has been executed by CITY before the commencement of the work.

A3.SCHEDULE OF WORK

FIRST PARTY'S proposed schedule for the various services required will be set forth in Exhibit A-1.

A4. CHANGES IN WORK •• EXTRA WORK

In addition to services described in Section A 1, the parties may from time to time agree in writing that FIRST PARTY, for additional compensation, shall perform additional services including but not limited to : • Change in the services because of changes in scope of the work. • Additional tasks not specified herein as required by the CITY.

The CITY and FIRST PARTY shall agree in writing to any changes in compensation and/or changes in FIRST PARTY's services before the commencement of any work. If FIRST PARTY deems work he/she has been directed to perform is beyond the scope of this agreement and constitutes extra work, FIRST PARTY shall immediately inform the CITY in writing of the fact. The CITY shall make a. determination as to whether such work is in fact beyond the scope of this agreement and constitutes extra work. In the event that the CITY determines that such work does constitute extra work, it shall provide compensation to the FIRST PARTY in accordance with an agreed cost that is fair and equitable. This cost will be mutually agreed upon by the CITY and FIRST PARTY. A supplemental agreement providing for such compensation for extra work shall be negotiated between the CITY and the FIRST PARTY. Such supplemental agreement shall be executed by the FIRST PARTY and may be approved by the City Manager upon recommendation of the library services director.

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AS. BILLINGS

FIRST PARTY's bills shall include the following information: A brief description of services performed, project title and the agreement number; the date the services were performed; the number of hours spent and by whom; the current contract amount; the current invoice amount; Except as specifically authorized by CITY, FIRST PARTY shall not bill CITY for duplicate services performed by more than one person. In no event shall FIRST PARTY submit any billing for an amount in excess of the maximum amount of compensation provided in Section A2.

The expenses of any office, including furniture and equipment rental, supplies, salaries of employees, telephone calls, postage, advertising, and all other expenses incurred by FIRST PARTY in the performances of this agreement shall be incurred at the FIRST PARTY's discretion. Such expenses shall be FIRST PARTY's sole financial responsibility.

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EXHIBIT "B" - DISPUTE RESOLUTION

81 .0 All claims, disputes and other matters in question between the FIRST PARTY and CITY arising out of, or relating to, the contract documents or the breach thereof, shall be resolved as follows:

82.0 Mediation 82.1 The parties shall attempt in good faith first to mediate such dispute and use their best efforts to reach agreement on the matters in dispute. After a written demand for non-binding mediation, which shall specify in detail the facts of the dispute, and within ten (10) days from the date of delivery of the demand, the matter shall be submitted to a mutually agreeable mediator. The Mediator shall hear the matter and provide an informal opinion and advice, none of which shall be binding upon the parties, but is expected by the parties to help resolve the dispute. Said informal opinion and advice shall be submitted to the parties within twenty (20) days following written demand for mediation. The Mediator's fee shall be shared equally by the parties. If the dispute has not been resolved, the matter shall be submitted to arbitration in accordance with Paragraph 83.1.

83.0 Arbitration 83.1 Any dispute between the parties that is to be resolved by arbitration as provided in Paragraph 82.1 shall be settled and decided by arbitration conducted by the American Arbitration Association in accordance with the Construction Industry Arbitration Rules of the American Arbitration Association, as then in effect, except as provided below. Any such arbitration shall be held before three arbitrators who shall be selected by mutual agreement of the parties; if agreement is not reached on the selection of the arbitrators within fifteen (15) days, then such arbitrator(s) shall be appointed by the presiding Judge of the court of jurisdiction of the agreement. 83.2 The provisions of the Construction Industry Arbitration Rules of the American Arbitration Association shall apply and govern such arbitration, subject, however to the following : 83.3 Any demand for arbitration shall be writing and must be made within a reasonable time after the claim, dispute or other matter in question as arisen. In no event shall the demand for arbitration be made after the date that institution of legal or equitable proceedings based on such claim, dispute or other matter would be barred by the applicable statute of limitations. 83.4 The arbitrator or arbitrators appointed must be former or retired judges, or attorneys at law with last ten (10) years' experience in construction litigation. 83.5 All proceedings involving the parties shall be reported by a certified shorthand court reporter, and written transcripts of the proceedings shall be prepared and made available to the parties. 83.6 The arbitrator or arbitrators must be made within and provide to the parties factual findings and the reasons on which the decisions of the arbitrator or arbitrators is based. 83.7 Final decision by the arbitrator or arbitrators must be made within ninety (90) days from the date of the arbitration proceedings are initiated. 83.8 The prevailing party shall be awarded reasonable attorneys' fees, expert and non-expert witness costs and expenses, and other costs and expenses incurred in connection with the arbitration, unless the arbitrator or arbitrators for good cause determine otherwise. 83.9 Costs and fees of the arbitrator or arbitrators shall be borne by the non-prevailing party, unless the arbitrator or arbitrators for good cause determine otherwise. 83.10 The award or decision of the arbitrator or arbitrators, which may include equitable relief, shall be final , and judgment may be entered on it in accordance with applicable law in any court having jurisdiction over the matter.

CC Rev 20190326 customized library services by Baker & Taylor

Submitted on behalf of Baker & Taylor to:

Menlo Park Library Attn: Nicholas Szegda 800 Al ma Street Menlo Park, California 94025

RESPONSE DUE: January 20, 2017

Request for Quotation To Submit a Quotation Blanket Purchase Order for Purchase of Library Materials

rrr BAKER TAYLOR

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST TYVOLA ROAD, SUJTE 300 I CHARLOTTE, NC 28217 1C LSINFO@ BAKER-TAYLOR.COM rrrr BAKER I TAYL O R • J CL8

January 19, 2017

Nicholas Szegda Menlo Park Library 800 Alma Street Menlo Park, California 94025

RE: Request for Quotation To Submit a Quotation Blanket Purchase Order for Purchase of Library Materials

Dear Mr. Szegda:

Thank you for the opportunity to respond to the Menlo Park Library's Request for Quotation. Baker and Taylor has been a proud partner with the Library for over 35 years; with Menlo subscribing to our Customized Library Services for the last 9 of those years. We have reviewed and fully understand the work that is to be done for the Menlo Park Library. We are confident that you will find through our response and our references that Baker & Taylor has the experience and the resources to meet the unique requirements of the Library.

Baker & Taylor, based in Charlotte, NC is the leading full-line distributor of books, DVD and music products to library facilities in the world today, with annual sales of more than 63 million books from over 75 ,000 publishers and imprints. Our contacts and experience in the library marketplace have enabled us to establish the most comprehensive coverage of materials and range of services in the industry. As the oldest book distributor in the United States, B&T has provided economical pricing and excellent services for over 184 years.

Currently, our national distribution network is comprised of five book and audio visual distribution centers that maintain a combined inventory of over 15 million items. We supply all categories of materials for all levels of library patrons, including general adult readers, researchers, professionals, and Children and Teens. In addition to items that are stocked in our distribution centers, we maintain a product database that contains over 7.5 million items. This depth and breadth of inventory means that Baker & Taylor has the capability to provide book, electronic content, spoken word and audio visual material to meet your patrons' demands.

We currently provide an extensive array of services to the Menlo Park Library including: collection development assistance through our print and on-line catalogs, collectionHQ, Collection Development via Evidence based Selection Planning in association with our Collection Development , Baker & Taylor's TitleSource 360™ (TS360™), the most authoritative database of bibliographic acquisitions information for U.S. publications in the industry; and custom cataloging and processing through our Customized Library Services Division.

CUSTOM IZED LIBRARY SERV ICES® I 2550 WEST T YVOLA ROAD, SUlTE 300 I CHARLOTTE, N C 28217 1C LSINFO@ BAKER-TAYLOR.COM Baker & Taylor has a ve1y good working relationship with the MPL and has had a consistent team of local and regional staff members that are fully trained and at the disposal of the Menlo Park Libraiy to anange setup of new services, manage the existing relationship, or change existing services. We look f01ward to continuing to work with you for all formats of materials that the libraiy will purchase. Should you have any questions regarding this proposal, please do not hesitate to contact us; we will be happy to assist you in any way possible and will be th~ m~ contacts for all negotiations. Our contact info1mation is below. I //- !) ( __ lfr I /1/1:1 >/ x / L ' Jeffrey W. McDaniel Lori Gray Vice President, Customized Library CLS Western Regional Sales Manager Services and International Public Libraries Baker & Taylor, LLC Baker & Taylor, LLC 2550 W. Tyvola Road, Suite 300 2550 W. Tyvola Road, Suite 300 Chmlotte, NC 28217 Charlotte, NC 28217 Office: 800-775-7930 ext. 1016 800-775-7930 ext. 3212 Cell: (928) 607-8225 [email protected] [email protected]

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST T YVOLA ROAD, SUITE 300 ICHARLOTTE , NC 282 I [email protected] 2 TABLE OF CONTENTS

DESCRIPTION OF SERVICES ...... 4 ORGANIZATIONAL BACKGROUND ...... •...... •...... 6 PROVISION A (VENDOR SERVICES): .••...... ••..•...... •...... 7 PROVISION B (COLLECTION DEVELOPMENT): ...... 10 Collection Development Support ...... JO Selection Lists ...... ······················ ... 11 Review Sources ········· ··· ······ ··· ··· 13 TitleSource 36U™ ...... 13 collectionHQ...... 14 ESP - Evidence-Based Selection Planning ...... 15 New & Forthcoming Title Notification -- FirstLook™ ...... 15 Merchandisers' Variety Program...... 16 Selection Lists ...... 17 PROVISION C (CATALOGING): ...... •...... •..•...•...... •...... 18 Cataloging and Major Features of the CLS Preferred Cataloging Methodology (Z39.50): ...... 18 PROVISION D (PROCESSING): ...... ••...... •.••...... •...... •...... •••...... 21 APPENDIX 1 - PRICING PROPOSAL ...... 22 APPENDIX 2 - DISCOUNT TERMS AND CONDITIONS OF SALE ...... 23 APPENDIX 3 - CATEGORY DEFI NITIONS ...... 26 APPENDIX 4 - ENHANCED SERICES PROGRAM ...... 27 APPENDIX 5 - RETURNS POLICIES ...... 28 APPENDIX 6 - REFERENCES ...... 29 APPENDIX 7- SAMPLE INVOICE ...... 30 APPENDIX 8 - PACKING SLIP ...... 31 APPENDIX 9 - ST ATUS REPORT ...... 3 2 APPENDIX 10- SAMPLE CLS MARC RECORDS ...... 33 APPENDIX 11 - SAMPLE LABEL SET ...... 36 APPENDIX 12 - SURCHARGE PUBLISHER LIST .... :...... 1

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST TYVOLA ROAD, SUITE 300 ICHARLOTTE , NC 28217 ICLSINFO@BAKER -TAYLORCOM 3 DESCRIPTION OF SERVICES

Baker & Taylor has been leading the industry in providing libraries customized technical services for over forty (40) years. We have developed a multitude of innovative services in the area of collection management, cataloging services and technical processing. Due to technological advances and the increased complexity of library operations and projects, Baker & Taylor created Customized Library Services in 1996 to consolidate our valuable resources and experience in order to address the growing demand from libraries for more customized, specialized and unique services. CLS is a separate operating unit, whose sole focus is Opening Day Collections (ODC), Collection Expansions, On-line Cataloging Solutions, Outsourcing Projects and Project Management. Customized Library Services (CLS) has operations in four Baker & Taylor locations; Commerce, GA, Momence, IL, Bridgewater, NJ, and Reno, NV and leverages Baker & Taylor's extensive fulfillment and distribution network to provide total project services. CLS has its own staff of over 300 trained professionals to perform the unique services to provide complete library solutions. We currently serve over 400 libraries on an ongoing basis and complete over 75-100 ODC/Collection enhancement projects per year.

The basis of Customized Library Services' business relationship with Menlo Park Library is a partnership, based on mutually agreed upon roles, responsibilities, and obligations. Flexibility and responsiveness to changing needs are fundamental requirements for ensuring a successful and mutually satisfying partnership between the Library and CLS.

The formation of Baker & Taylor's Customized Library Services brought with it the development of a project-oriented approach to Ongoing Collection Development, Opening Day Collections, and Ongoing Online Cataloging and Processing. This approach allows CLS management to schedule all facets of a project or ongoing service, including resources, and provides the foundation and framework for the entire project while creating a mutual understanding of the requirements of both the Library and CLS.

The first step in the implementation of the CLS project management process is the establishment of a project team. All CLS project teams consist of a minimum of a project manager, collection development manager, an automation specialist/Cataloging/processing manager, and an account coordinator. Team members are responsible for managing their assigned resources to complete the project. In turn, each team member works closely with the project manager to ensure compliance to all requirements.

The project team immediately becomes part of the CLS response team and helps develop an approach that will successfully complete the project and meet the library's requirements. This process ensures that all management resources are in place prior to the submission of our response. Our experience has shown that when the library sets up a project team with similar project responsibilities and scope in advance of the project or ongoing service startup, the documentation and implementation of services is more efficient, accurate, and thorough. Additionally, the library's internal project team, supported by a designated library project manager, can provide a central point of contact for all issues and information. This will help foster communication and insure that all internal library timelines and schedules are met.

CUSTOMI ZED LIB RARY SERVICES® I 2550 WEST TvvOLA ROAD, SUITE 300 I CHARLOTTE, NC 282 17 ICLS!NFO@BAKER -TA YLOR.COM 4 As a current customer, Menlo Park Library has an established CLS Management Team as outlined below.

Name Position Email Phone Marie Franklin CLS Project Manager [email protected] 706-423-270 l Ginnie Carver CLS Account Coordinator [email protected] 704-998-2291 Lori Gray CLS Regional Sales Manager [email protected] 928-607-8225 Trisha Vreeman Cataloging Manager [email protected] 815-802-2282 Rob Shrive Processing Supervisor [email protected] 775-850-3865 Amy Glaza Local Sales Consultant [email protected] 704-998-1030

Upon successful award to CLS, your project manager will immediately contact the library' s project coordinator to review the partnership that will carry throughout CLS service to the Library. As a current CLS customer Menlo Park there is no lead time required to begin providing services. Typically at this time, the project manager contacts the library to review the next steps in the process and possible site visit dates. The project manager will work with the library to schedule a series of conference calls, including the appropriate CLS and library project team members. The goals of these calls will be to establish connectivity to the library's catalog, review the cataloging and processing specifications supplied in the proposal process and further define them if needed, profile any collection development needs, and assist in the coordination of any electronic ordering/account set up. At the end of these conference calls, all CLS project team members will review their notes and provide a comprehensive requirements documentation package to the library.

Ultimately, the key to successful project management is communication. Internally, CLS emphasizes and focuses on team communication for facilitation and completion of all processes and tasks. Externally, this communication is no less important. Team to team communication between the library and CLS builds a confidence and the environment that is needed for the successful completion of any project. In support of this "communications environment", the project manager is responsible for establishing regular conference calls with the library and all the CLS team members. These meetings can serve a number of purposes, such as the regular review of profiles, requirements, and project status updates. Our experience has also proven that these meetings and calls aid in the development of the relationship between CLS and the library by prom_oting open lines of communication at all times and by helping to resolve any issues or questions to the mutual satisfaction of the library and CLS.

A final component of project management is consulting support. All CLS project managers have significant project and delivery experience that can provide ongoing support and aide to the library. This additional knowledge base is free of charge and comes from working with seasoned project professionals. This support can be an invaluable and timely tool from collection development strategy all the way to the delivery implementation.

C USTOMIZED LIBRARY SERVICES® j 2550 WEST TYvOLA ROAD, SUITE 300 ICHARLOTTE , NC 282 I 71 CLSINFO@ BAKER-TAYLOR.COM 5 ORGANIZATIONAL BACKGROUND

Baker & Taylor began in 1828 as a Hartford, Connecticut bindery and subscription book publisher. Founders, David Robinson and B. B. Barber, then opened a bookstore to distribute their own and other publisher's materials. Seven years later, Robinson and Barber moved their rapidly growing business to New York City. In 1885, James S. Baker and Nelson Taylor acquired the company, which was now focused on the distribution of other publisher's materials. In 1912, Baker & Taylor discontinued publishing altogether and devoted itself entirely to the wholesaling of all types of library materials. In 1970, W.R. Grace & Co. bought Baker & Taylor. During the '70's and '80' s, Baker & Taylor experienced significant growth, increasing our market share and providing greater breadth Of SerViCeS tO all rrr ll AKER TA y, 0 R consumers and markets.

Baker & Taylor senior management and the Carlyle Group, acquired Baker & Taylor in 1992. In July of 2003, Willis Stein & Partners acquired Baker & Taylor and in June of 2006, Castle Harlan, LLC. acquired Baker & Taylor. In April of2016, Follett acquired Baker & Taylor.

Baker & Taylor has a long-standing tradition of being the "any book" wholesaler. We are a leading full -line distributor of books and audiovisual products to library facilities, with annual sales of more than 115 million books from over 75,000 publishers and imprints. The oldest book distributor in the United States, Baker & Taylor has provided economical pricing and excellent services for over 185 years. Our contacts and experience in the library marketplace have enabled us to establish the most comprehensive coverage of materials and range of services in the industry. Currently, our national distribution network is comprised of four book and audio visual distribution centers that maintain a combined inventory of over 17.5 million items representing over 1 million unique media and book titles. We supply all categories of materials for all levels of library patrons, inCluding general adult readers, researchers, professionals, and Children and Teens. In addition to items that are stocked in our distribution centers, we maintain a product database that contains over 7 million items.

Baker & Taylor' s inventory is over 17.5 mill ion items and over 1 million unique media & book titles. Baker & Taylor' s leveraging of its inventoried titles from over 75 ,000 publishers and imprints provides the highest possible fill rates in the industry.

Titles Volumes Book 936,161 15,523,076 DVD 53,359 1,123,483 Music CD 70,086 534,823 Audio Book 33,718 155,825 eBook/eAudio 1,501 ,314 n/a

Baker & Taylor is currently headquartered at Suite 300, 2550 West Tyvola Road in Charlotte, North Carolina, 28217. We operate distribution, technical support, and sales centers worldwide. Our Charlotte location maintains all sales administration, human resources, and finance operations. Book distributions centers are strategically located in New Jersey, Georgia, Nevada and Illinois.

CUSTO MIZED LIB RARY SERVICES® I 2550 W EST T YVOLA ROAD, SUITE 300 I CHARLOITE, NC 282 17 I CLSfNFO@ BAKER-TAYLO R.COM 6 PROVISION A (VENDOR SERVICES): Description Yes Vendor Notes or No Provide multiple accounts based on service Upon award, CLS will work with the library to specifications to be determined by the Library. review your account structure . Additional accounts will be set up as required by the Yes library. Provide same terms to be applied to all accounts. Yes Baker & Taylor aQrees. Vendor ability to accept electronically B& T can receive Electronic orders via email or transmitted orders. FTP from library's Millennium system in a format and utilizing EDIFACT standard. Orders can also Yes be transmitted via TitleSource 360™. Apply full discount to all titles for which the publisher provides a full discount to the vendor. Yes Baker & Taylor aQrees. Distribution center located in the western region Customized Library Services (CLS) has of the United States or 2-day air delivery. operations in four Baker & Taylor locations; Commerce, GA, Momence, IL, Bridgewater, NJ , Yes and Reno, NV. Shipment from one or more secondary distribution centers with same terms applied You may order from a secondary warehouse on (land delivery is acceptable) . Yes a specialized account for this purpose . Ability to place orders and receive invoices Baker & Taylor can provide EDIFACT invoices electronically utilizinQ EDIFACT standard. Yes for book and spoken word audio material only. 10 days fulfillment time from date of order to CLS will employ the appropriate amount of shipment for books in inventory, including those resources to maintain the fastest possible with processing as described in Provision B, C turnaround time. Our average turn around for &D. fully cataloged and processed material is 7-10 business days .after receipt of material from the publisher; in many cases items are received several days before street date and therefore delivered to the library on or near street date. While it will be our target to get material cataloged and processed within the time frame above, based on operational and fulfillment conditions, this goal might not be obtainable 100 percent of the time. The time frames listed above for in-stock items will apply to backordered items once they are received from Yes the supplier. Ship complete orders per Library instruction, no The library may choose to set up accounts for partial shipments accepted. Yes partial or complete shipments at its preroQative . Vendor ability to provide 95% fulfillment rate on orders placed for in-print books, including those with processing as described in Provision B, C &D. Yes Baker & Taylor agrees.

CUSTOMIZED L IBRARY SERVICES® I 2550 WEST TYVOLA ROAD, SUlTE 300 ICHARLOTTE, NC 282 17 I CLSINFO@BAKER-TA YLORCOM 7 Description Yes Vendor Notes or No Confirmation of status report available A confirmation status report will automatically immediately upon electronic transmission of be sent with receipt of your order. Additionally order. the Library may use our On-line Customer Service Support Tool, OCS, to track order status, history and view shipments on line. OCS is Baker &Taylor's web-based account management system. Access to the OCS system via your web browser is available 24 hours a day, 7 days a week to search and view account information, orders, and invoices with Yes Baker &Taylor. Provide email notification of publication changes - title, publication date, publisher, etc. Yes Baker &Taylor agrees. Separation of invoices corresponding to single accounts (will not mix accounts on an invoice). Yes Baker &Taylor aqrees. Provide one original invoice and a packing list with shipment. Electronic invoices available upon request. Yes Baker &Taylor aqrees. Ability for Library to determine cancellation cycle with guaranteed return for credit of titles shipped after cancellation. Yes Baker &Taylor agrees. Project Manager assigned to library account to As a current customer, Menlo Park Library has oversee all aspects of customer care. an established CLS Management Team, Yes including project manager. Toll free phone number and email for customer service including: invoice/billing inquiries, The Library can reach out Library Customer special orders/problems . Yes Service Department at 1-800-775-1100 Local sales representative assigned to Library. Baker &Taylor has two local sales representative assigned to Menlo Park: Lori Gray - CLS Regional Sales Manager Yes Amy Glaza - Local Sales Consultant Acceptance of returns, including but not limited to vendor error and defective material. Yes Please see our full returns policy in appendix 5. Vendor pays return shipping on all accepted returns. Yes Please see our full returns policy in appendix 5. Added Value Service charges will not be No charges will be incurred if the library cancels incurred for cancellations or returns. Yes before the shipment date.

In addition to the Vendor Services requirements listed above, please respond to the items below.

1. Describe your credit procedures, i.e. procedure for accounting for credit on returned books. Please see our returns policy in appendix 5.

2. Provide a list of all publishers you charge a service fee to provide, including the amount of charge per volume. Please see our publisher list in appendix 12.

CUSTOMIZED LIBRARY SERV ICES® I 2550 WEST TYVOLA ROAD, SUITE 300 I CHARLOTTE, NC 28217 IC [email protected] 8 3. Include samples of the following with your response: a. Invoice Baker & Taylor's book and spoken word invoices include the bill to address, ship to address, unit price, unit discount, quantity, total discount price, ISBN and purchase order number. The library may choose the order in which books appear on the invoice; in the same order as the original purchase order, alphabetically by title, author, or publisher. Cataloging and processing charges can be included in each line's extended price, summarized at the bottom of each invoice, or shown on a separate invoice. In addition, Baker & Taylor' s ATS number (authorization to ship) is included on each invoice and packing slip and will allow the library to match the packing slips to invoices. Please find our sample invoice in appendix 7.

Baker & Taylor's payment terms are net 30 days from the date of invoice. Ownership transfer and invoicing will occur on the date cataloging and processing is completed and the materials are either shipped, or placed in storage at a Baker & Taylor facility. Invoices are mailed to the Library at the time invoicing occurs

b. Packing slip Baker & Taylor will send all items Free Shipping, FOB Destination with inside delivery. Ownership transfer and invoicing will occur on the date cataloging and processing is completed and the materials are either shipped or placed in storage at a Baker & Taylor facility. Invoices are mailed to the library at the time invoicing occurs. Staff accounts, offered as a courtesy to our customers for personal use, will receive FOB Shipping Point, Charge Shipping, and will be taxed as appropriate.

A transportation surcharge of 1.0% per invoice total (excluding cataloging and processing fees) for books and spoken word audio materials will appear as a separate line item on each invoice. The minimum fee will be $1.00 per invoice and the maximum will be $25.00 per invoice. Please find our sample packing slip in appendix 8

c. Status report Please find our sample status report in appendix 9

4. Describe further costs, if any, to those listed above. Also include cost incentives, if any. All costs have been included in our pricing. You can view detailed pricing information in appendix I.

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST TYVOLA ROAD, SUITE 300 ICHARLOTTE , NC 282171 CLSINFO@BAKER-TA YLOR.COM 9 PROVISION B (COLLECTION DEVELOPMENT): Description Yes or Vendor Notes No Include online collection development software/internet access (with sufficient logins for library needs at no extra cost). Collection development needs include integrated tools for selecting new materials and managing the use Please see the collectionHQ ESP and of the library's current collection as detailed TitleSource 360™ sections of our response , below. Yes below. Vendor website that provides electronic real- time web-based interface to its inventory and warehouse availability: including the ability to show quantities of items in stock; on order by warehouse location; pre-pub; out-of-stock; out of print and "apply direct" titles. Please see the TitleSource 360™ section of our Yes response below. Vendor website that shows the popularity of items being considered for order, relative to other libraries of the same size and in similar Our website does show 30 day sales demand. geographic area. However this is total demand and not relative to No libraries. Vendor website that allows for the evaluation of library's existing collection , including the production of weeding reports based on item usage, allows for the comparison of portions of the library's collection by Dewey or BISAC subject heading, and has a method for Please see the collectionHQ and EBSP scheduling collection development tasks. Yes sections of our response, below.

In addition to the Collection Development requirements listed above, please respond to the items below.

1. Describe automatic purchase plans a~d/ or customized vendor selection. Collection Development Support The Collection Management team responsible for project support and selection list production is comprised of 21 librarians, including our new Children's and Teens collection development team located in Illinois. Our librarians have extensive experience working in library collection development before their employment with Baker & Taylor. They are active at the state and national level in professional organizations. In addition, Collection Management has appropriate technical staff to address the necessary computer and application development issues that are associated with library collection development processes.

Our management team has built this organization by recruiting librarians from different size institutions, a range of geographic regions, and with a wide range of complementary specialized subject knowledge. We are proud of our cultural diversity and the range of personal interests that are often relevant in client support, along with our exceptional technical abilities.

Baker & Taylor collection management librarians are active in contributing to the profession. Our group features a former member of the LC CIP Advisory Committee, BISAC participants, a former

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST TYvOLA ROAD, SUJTE 300 ICHARLOTTE , NC 282 17 I CLSINFO@ BAKER-TA YLOR.COM I 0 chair of an ALA divisional discussion group, ALA committee participants, and participants in regional professional organizations. Our librarians have published articles on collection development and have been featured presenters in professional meetings and workshops.

In addition to our librarians, our collection management team includes highly skilled paraprofessionals. This part of our team facilitates production process management and has a high degree of information technology skills. Our paraprofessionals are instrumental in working with our . librarians to develop and support technical solutions for clients.

Baker & Taylor's collection management team is an accessible resource that performs foundation tasks, such as profile development that is described above. Our collection development team is a resource for general inquiries about any and all aspects of collection development topics and associated technical questions. We also can produce on-demand selection lists for special needs such as replacement projects. In addition, our collection management team can provide consultation to the library's staff as needed to contribute to collection development, staff development, process analysis, collection analysis, and/or provide change and project management solutions.

Baker & Taylor's Customized Library Services collection management approach is the structured and comprehensive approach required to address your collection development needs.

Selection Lists Baker & Taylor's Collection Management has one of the most extensive databases in the industry to support Opening Day Collection projects and ongoing selection. Our core selection application can access over 3.5 million book, audio and video titles. Data can be accessed and output by using an extensive range of access points including but not limited to :

• Dewey Classification • Library of Congress Classification • Library of Congress Subject Headings • Fiction Genres • Juvenile Material Type, i.e. Picture Book, Easy Readers • Subject Thesauri such as BISAC Subject Classifications • Non-book Material Genres • Key Word that can be applied to subject access points, full text annotations, and/or tables of contents

In addition to these subject/content descriptions, data can be accessed and output by non-subject descriptive data elements including but not limited to:

• Review Citation • Citation in Industry Standard Bibliographies such as Public Library Catalog or Best Books for Children • Series • Level of Readership/Intended Audience • Physical Format/Material Type • Availability Status • Stock Status • Price

CUSTOMIZED LIBRARY S ERVICES@ I 2550 W EST T YVOLA ROAD, S UlTE 300 I CHARLOTTE, N C 28217 ICLSfNFO@BAKE R-TAYLOR.COM 11 Staff Collection Management librarians also maintain bibliographies that can be used to support library collection development projects. Examples include and are not limited to interdisciplinary multicultural collections that have African American, Hispanic/Latino, and/or Asian oriented content.

B&T can provide collection development data in Title Source 360 caits, MARC, or PC compatible format including Microsoft Excel. Data availability includes, but is not limited to the following:

• ISBN/ISSN • Binding/Format • List Price • Delivered Price • Holdings (s~e below) • Class Number (s) • Author/Editor • Title • Edition Statement • Publisher • Date of Publication/Copyright • Series • Brief Annotation • Interest Level • Indication of Status • Subject Classification

In addition, B&T can include almost any data element that is included in the structure of a MARC record in our hard copy or electronic formats of selection lists. We can include data that indicates:

• Juvenile Material Type, i.e. Picture Book, Easy Readers • Subject Thesauri Elements such as BISAC Subject Classifications • Non-book Material Genres • Review Citation indications • Citation in Industry Standard Bibliographies such as Public Library Catalog or Best Books for Children • Physical Format/Material Type • Availability Status • Stock Status • Regional and National Demand accumulated from all B&T Public Libraries

CUSTOMIZED LIBRARY SERVICES® [ 2550 WEST T YVOLA ROAD, SUITE 300 I CHARLOTTE, NC 28217 IC LSfNFO@ BAKER-TA YLOR.COM 12 Review Sources B&T can provide access to full-text review citations from the following major review sources. Please note that if full-text reviews are required, the library could be subject to a separate charge for this level of service.

AudioFile 1992-- Booklist Jan. 1995-- BookPage Inception 1999-- Choice 1998-- Doody's 1993-- E-Streams Inception (not known) Fore Word Inception 1999-- Clarion. Reviews Nov. 2001-- Horn Book Guide 1994-- Horn Book Magazine 1996-- Kirkus 1991-- Voice of Youth Advocates 1997-- PW Annex 12/23/2003 LJ all available reviews ( ~ 1985--) SLJ all available reviews (~ 1985--) Criticas Inception 2001-- Library Talk 9/98 -- 2/01 Book Report 1194 -- 2/01 Technology Connection 10/94 -- 10/98 Library Media Connection Jan 2004-- VideoLibrarian Jan. 2002 CD Hotlist 1999--

TitleSource 360™ Baker & Taylor's The TitleSource 360™ is the most extensive database of bibliographic acquisitions information for U.S. publications. This subscription database includes book, spoken word audio, DVD, and music CD titles. Each record gives current print status (i.e. Not-Yet-Published, Out-of-Print), in­ stock availability, and latest list price. Title information is updated daily.

Our database contains over 7 million book titles, 190,000 DVD titles, and 700,000 music titles. Data elements include: Annotations from LC and B&T publications, digitized cover images, 45 key search indices (including LC and Dewey classes), eleven filter criteria (including stock status, publication date, binding, format, and grade level), and duplicate checking between orders and selection carts.

Baker & Taylor' s TitleSource 360™ is a revolutionary new way to order product from one trusted source. Through the latest innovative technology, TitleSource 360™ provides users with fast, accurate and personalized search results, and makes ordering easier than ever. Find the products you need and order them quickly and easily with a streamlined checkout process.

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST T YVOLA ROAD, SUITE 300 I CHARLOTTE, NC 28217 J [email protected] 13 TitleSource 360™ Benefits: • Largest database of book titles and media products • Fast, customized search results based on prior searches or user profile • Intuitive interface • Inventory view and title searching within cart • Product release calendar • · Special offers and promotions • Live customer support • Customized profiles • Streamlined order management • Simple batch entry upload and ordering process

Users under the same Administrative umbrella may create, transfer, and share multiple carts for ease of selection.

As part of Baker & Taylor's comprehensive proposal, we are pleased to offer a TitleSource 360™ package to the Library for an annual charge of $1865. This configuration includes an Administrative ID, unlimited user ids, grids and 3 full text review journals. Booklist reviews are also available for an annual fee of $200. collectionHQ The collection profiling resources offered by Baker & Taylor's Collection Development Department can include collectionHQ services by leveraging Menlo Public Libraries' current subscription to collectionHQ.

Baker & Taylor' s partnership with collectionHQ will assist in selecting titles for the collections by creating buying profiles for the Library based on several parameters including system wide collection performance, and data from similar branches. collectionHQ, used by many of the top library systems in the U.S., U.K. and Australasia, is based on the proven Evidence-Based Stock Management (EBSM) methodology. By analyzing detailed circulation patterns, the methodology provides action plans to help librarians develop and manage collections, saving time and money, improving circulation and aligning the collection with local demand. collectionHQ' s powerful toolset provides valuable insight and clear direction so that librarians can perform tasks that used to take weeks or months in a matter of minutes. From collection maintenance to collection development, collectionHQ eases workloads and frees up staff's time to work on other important areas within the library. collectionHQ harnesses evidence of a collection' s usage. This allows public libraries to analyze their demand and use that to influence subsequent purchases based on the proven EBSM methodology. This allows for detailed spending plans to be quickly created at the branch level.

Additionally, collectionHQ' s unique and powerful 'Discovery tool' gives clients access to circulation data collected from over 150 North American Public Libraries. Using 'Discovery', they are able to carry out searches on this data and compare this against their own holdings. They may also identify specific items that are circulating well in other Public Libraries which they do not have in their own collection at present. Having access to this very powerful library circulation data allows selectors to make more informed selection decisions, both quickly and efficiently, with the added peace of mind that decisions have been backed up by hard evidence.

CUSTOMJZED LIBRARY SERV ICES ® I 2 550 WEST TYYOLA ROAD, SUITE 300 I CHARLOTTE, N C 282 I 71C LSINFO@ BAKER-TA YLOR.COM J4 ESP - Evidence-Based Selection Planning Baker and Taylor, in conjunction with collectionHQ, is in the development stages of a dynamic new service that will combine the expertise and experience of the Baker & Taylor collection development staff with the powerful collection analytics of collectionHQ. ESP brings the art of Baker & Taylor's collection building expertise together with the science of collectionHQ's data analytics to create a sophisticated predictive tool for selection and collection development. This service will empower the library staff with distributed, vendor supplied, evidence-based selection lists delivered straight to your TitleSource 360™ ID.

ESP is a service that will supports the purchasing of new materials using ·evidence from collectionHQ and the title identification from Baker & Taylor. This service supports end-to-end selection in order to equip your library with the forthcoming titles your patrons are demanding. collectionHQ will be used to determine the right quantity and locations, all while monitoring spending plans to effectively use the library's budget. Additionally utilizing ESP can identify · strengths, weaknesses, dead stock that should be weeded, opportunities for enlargement, and stock refreshed.

New & Forthcoming Title Notification -- FirstLook™ Baker & Taylor can also provide updated, supplemental selection lists of prepublication and new items as part of the selection list schedule.

Baker & Taylor can use FirstLook™ title notification program to provide updated, supplemental selection lists of prepublication and new items as part of the selection list schedule. FirstLook™ lists are available for all formats. These profiled lists provide thorough, up-to-date comprehensive variety of standard selection lists through detailed profile driven lists.

FirstLook™ is supported by a staff of experienced librarians and merchandising specialists who are experts in the publishing and entertainment industries. These services are supported by the industry's most sophisticated collection development management system, and title lists are provided via TitleSource 360™ where they can easily be conditioned and downloaded into Millennium via "one click MARC."

FirstLook™ Basic FirstLook™ Basic is a free collection development program that provides notification of high­ visibility new and forthcoming titles. FirstLook™ Basic is available to subscribers of Title Source 360. Each month you will automatically receive a new ca11 that includes an up-to-date title list. Lists are available in the following categories:

New Releases in Adult DVD New Releases in Children DVD Adult Fiction Adult Non-Fiction Adult Large Print Adult Reference Adult Mass Market Adult Spanish Children and Teens Mass Market Children and Teens Spoken Word Audio Children and Teens Picture Books Axis 360 eBooks

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST TYvOLA ROAD, SUITE 300 ICHARLOTIE, NC 28217 1C LSINFO@ BAKER-TA YLOR.COM 15 Acoustik Downloadable Audio

FirstLook™Custom FirstLook™ Custom is a subscription based Collection Development program that delivers fully customized selection lists for both print and non-print material based upon your selection criteria. Our custom-profiled lists make your selection as seamless as possible. You determine which lists you want, how you want them, and when you want to receive them by completing a profile document with your unique specifications in conjunction with your Baker & Taylor Sales Consultant and/or Collection Management staff member.

FirstLook™ Custom Features:

• Multiple selection criteria including but not limited to: o Subject criteria, such as Dewey and LC classification, BISAC and genre categories o Reviews and citations in review sources and/or bibliographies o Audience level o Series o Publishers o Citation in a Baker & Taylor publication or merchandising plan o Publication date o Format

• Flexible scheduling options o One-time special profiles (i.e. replacement lists) available o Weekly, semi-monthly, quarterly, contingent upon profile/material type • Duplication management o Titles are checked against previous carts- view a title one time for selection efficiency and to prevent unwanted duplication • List delivered as carts to: o Title Source 360 • List sent via FTP, email or US mail in the following formats: o Word o Excel o PDF o MARC o Printed reports for extra charge

Baker & Taylor can provide collection development data as a laser printed hard copy, in MARC format or PC compatible format including Microsoft Excel. Selection Lists can also be loaded into the Library's Acquisitions System via Baker & Taylor's Title Source 360, or via MARC acquisition records.

Merchandisers' Variety Program The Merchandisers' Variety Program allows the Library to create separate profiles by subject category. The key criteria in title identification for these categories is the prepublication purchasing threshold, which represents Baker & Taylor's anticipated demand for these titles.

The Merchandisers' Variety Program addresses all collection areas, including those that are typically not covered in review journals. There are different thresholds for different categories. Category

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST TYVOLA ROAD, SUITE 300 I CHARLOTTE, NC 28217 I CLS!NFO@BAKER-TA YLOR.COM 16 coverage includes adult fiction genres and nonfiction categories, children's and teen areas, spoken word, Spanish language, music CD and video DVD. Examples include, but are not limited to:

Adult & Children's Books Adult general fiction Adult mystery Adult romance Computer books Cooking Crafts and hobbies Children's chapter books Children's concept books Children's easy readers

The Merchandisers' Variety Program can stand by itself or be integrated into a library's FirstLook™ profiles so that titles are delivered only one time, supporting efficient selection and integration with all collection development processes.

Selection Lists Baker & Taylor's Selection Lists are title lists that have been developed by our professional staff to help save you time and effort in searching for the titles you are most interested in. Utilizing Title Source 360, you can browse our comprehensive list of Selection Lists developed exclusively for our library customers. Each list contains pre-selected titles within the category specified. Each title has been selected based on the requirements of the category, as well as inventory availability and appropriate formats. Our Selection Lists are organized into useful categories of similar lists, helping you easily browse the topics that interest you and your patrons.

Academia Audio & Video Bestsellers Audio & Video New Releases Book Leasing Booking Ahead Children's & Teen (CA TS) Critic's Choice (award winners) Critic's P.icks (book clubs, reviews) Curriculum Support Fast Facts Librarian Selections Monthly Stars Spanish & Hispanic Titles State Book A wards

2. Describe integration across vendor provided software products. All of Baker & Taylor's products are designed to be able to integrate with each other as well as your Millennium Integrated Operating System . .

3. Describe any additional value added services provided. All value added services have been included in our comprehensive proposal.

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST TYvOLA ROAD, SUITE 300 ICHARLOTTE , NC 28217 ICLSINFO@BAKER-T AYLOR.COM 17 PROVISION C (CATALOGING): Description Yes or Vendor Notes No Provide full MARC records for all items, Every title sent to the library will have a full including pre-pub materials, brief MARC not MARC record with the appropriate item tags. accepted. The records will either be new additions to the library's catalog, edited and modified to the library's standards, or existing records from the Yes library's catalog . Ability to catalog materials to library specifications; includ ing customized MARC records with item level 949 fields. Yes Baker & Taylor has this ability. . Ability to fulfill customized spine label cuttering instructions in an electronic order that override standard spine label cuttering instructions. Yes Baker & Taylor has this ability. Ability to assign Dewey call numbers according to Library specifications/ customizations Yes Baker & Taylor has this ability. Ability to overlay catalog full MARC records over brief acquisition records in ILS Yes Baker & Taylor has this ability. Once an order has been completed, a file of records will be sent by vendor to the library's FTP site and as an e-mail attachment with the file name, number of records, and number of The file of records will be put on the B& T FTP items. Yes server for the library to retrieve and load.

1. Provide the following: a. Source of MARC records. Cataloging and Major Features of the CLS Preferred Cataloging Methodology (Z39.50): Customized Library Services' custom cataloging is Baker & Taylor's premier service. CLS has performed on-line cataloging, editing and maintenance for Libraries since 1989. CLS will use one of two methodologies to perform cataloging services. Our preferred method is to access the Library's ILS using the Z39.50 protocol. Customized Library Services has partnered with The Library Corporation (TLC) to create a state of the art cataloging methodology that leverages Z39.50 protocol for accessing the library's database and a resource pool of records from the Library of Congress and any Baker & Taylor created records. This technology allows our CLS catalogers to have access to the most current version of the library's cataloging records without the overhead of being directly online. Records obtained from the Library's database are saved to a library specific work file located in our secure cataloging utility. The records in the work file are used in the creation of spine labels and as a vehicle for providing item-linking information.

Only authorized CLS catalogers have access to the library's database and work file. The cataloger will process material first by searching for a matching record in the library's database and work file simultaneously.

A successful search occurs when our cataloger matches the data elements found in the appropriate record tags. CLS considers the title, author, imprint/publisher, edition and date of publication when matching a record. During the CLS profiling, the project team will document the appropriate attributes for matching records. When a matching record is found, the appropriate item level information (examples: barcode number, list price, collection code, etc.) is keyed and the record is saved to the library's work file.

CUSTOMIZED LIBRARY SERV ICES® I 2550 WEST TYvOLA ROAD, SUITE 300 ICHARLOTTE, NC 28217 I CLSINFO@BAKER-TA YLOR.COM 18 When a full matching record is found in one of the resource databases, it is upgraded to meet the library's specifications and the appropriate item tag is keyed. The record is then saved to the library's work file.

b. Sample of typical MARC record. Our sample MARC records are enclosed in Appendix 10.

c. Outline of delivery method for MARC records to customer. Every title sent to the library will have a full MARC record with the appropriate item tags. The records will either be new additions to the library's catalog, edited and modified to the library's standards, or existing records from the library's catalog.

When the cataloger has completed the order, laser printed label sets consisting of spine, barcode, bibliographic, and other labels as required by the library are printed. We have enclosed a sample label set in appendix 11. The barcode is provided in a standard format, with an eye readable number strip available. All other labels are customizable for font, pitch, boldness and italics. Options for label .font include Courier, Times New Roman and Arial and pitches 12, 14, 16 and text can be left justified or centered. For thin books, we can provide one line spine labels and for Picture Books we can provide a larger font author letter spine label. The library will supply a unique barcode range, barcode prefix, and symbology information.

Call number and bibliographic information is extracted directly from the MARC record to ensure accuracy. After the labels are printed, a file of MARC records corresponding to the titles in the order is created. Released records are flagged so they cannot be selected again.

The file of records will be put on the B&T FTP server for the library to retrieve and load. The records are maintained on the Library's work file for historical reference.

2. Given Library does not accept brief MARC records, describe the cataloging process for materials without existing full MARC records. If the record is not found in the above resources, the Library may also choose to have CLS search OCLC on their behalf for records not found in the library's catalog. Once a record is loc

If the matching record found is not a full level record, the record is upgraded to meet LC standards and is saved to the CLS Bibliographic Database. The record is then further edited to meet the library's specifications and the appropriate item record is keyed. The record is then saved to the library's work file. The exception to a full level record would be that some AV pre-pub records are not upgraded to full MARC standards. However, these records are upgradeable to the Library's local standards. If a matching record cannot be found in the multi-database search string, a request is forwarded to an original cataloger in the CLS department. Our original catalogers will create a record according to RDA rules. LC authority files are used to validate author and subject headings. Once the record is created, it is saved into the CLS Bibliographic Review File. Once the record has . been reviewed and approved, it is saved in the CLS Bibliographic Database. The library's assigned

CUSTOMIZED LIBRARY S ERVICES® I 2 550 WEST TYvOLA ROAD, SUlTE 300 IC HARLOTIE, N C 28217 ICLS INFO@ BAKER-TAYLOR.COM 19 cataloger is notified and the record will be edited to meet the library's specification and appropriate item tag is keyed.

3. Library uses Dewey Decimal System, but uses some local practices for determination of (please see cataloging and processing requirements below). Baker & Taylor will adhere to the Library's local practices.

CUSTOMIZED LIBRARY SERV ICES® I 2550 W EST TYvOLA ROAD, SUlTE 300 J CHARLOTTE, N C 28217 J CLSINFO@ BAKER-TA YLOR.COM 20 PROVISION D (PROCESSING): Baker & Taylor can and will adhere to all cataloging and processing specifications as outlined in Provision D. The CLS department has over 300 trained professionals staffed to handle the library's customized requirements. These staff members are dedicated to meeting the library's requirements and exceeding your expectations. Our commitment to excellence and doing the job right the first time is unmatched in our industry. After cataloging is complete, the processing department completes the physical processing of each item. The processors review the processing instructions gathered at the site visit. Following these instructions, the processor attaches the spine label, barcode, and any special labels required by the library. After the application of all physical components, the library's materials move to the jacket selection area. Experienced technicians size the books so the appropriate Mylar jacket can be applied to the dust cover of the book. After the material is fully processed, it is ready for the final and most important stage in our CLS process, back audit.

The back audit team is the final step in ensuring the material we ship to the library is of the highest quality and is in compliance with the library's profiled specifications. The CLS back auditors inspect each order by cross referencing the conipleted processing and the processing instructions gathered at the site visit. Once the library's material passes this stage, the order is ready to be staged for delivery to the library.

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST TYVOLA ROAD, SUITE 300 I CHARLOTTE, NC 282171 CLSINFO@ BAK.ER-TA YLOR.COM 21 APPENDIX 1 - PRICING PROPOSAL riff BAKER ' TAYLOR Print Material B ased on the information contained in your completed Request for Quotation, we are pleased to propose the following pricing for print and spoken word material. Baker & Taylor/CLS reserves the right to adjust pricing if the Library's requirements change at any time throughout the project. Pricing is based upon the library's RFQ. Should the library require additional services in collection development, cataloging, processing, reporting, storage, or shipment, Baker & Taylor/CLS may adjust pricing . accordingly. If the library system cannot be accessed via our Z39.50 methodology, then CLS may discuss alternative methodologies for system and shelf ready material. It should be noted that the cost for an alternative methodology other than what is outlined w ithin this proposal, would be different than the pricing quoted below. All items will be supplied by CLS unless otherwise noted:

PRINT ONGOING COLLECTION SERVICES •••••••••••••••••••••••••••••••••••••••••••••••••••••••.• $4.20/UNIT INCLUDES: 1. ADAPTIVE AND COPY CATALOGING WITH CIP UPGRADES WHERE NEEDED, UTILIZING Z39.50 PROTOCOL 2. ITEM LINKING 3. PROJECT MANAGEMENT SUPPORT 4. MYLAR JACKET 5. LABEL PROTECTORS 6. SPINE LABEL 7. BARCODE LABEL 8. CLS STANDARD RFID TAG 9. "NEW" LABEL 10. GENRE LABEL 11. PROPERTY LABEL 12. GRAPHIC NOVEL LABEL 13. OWNERSHIP STAMP

ADDITIONAL SERVICES AT THE LIBRARY'S REQUEST: SPOKEN WORD AUDIO STANDARD/DMP PROCESSING (ADDITIONAL) ...... : ...... •...... •.... $2.35/$3.10 /UNIT JUVENILE KITS CATALOGING AND PROCESSING (ADDITIONAL) ...... ••...•..•...... •...... $2.25/UNIT LAMINATE PAPERBACK COVERS (ADDITIONAL) •..•...... •...... •...... $1.99/UNIT ORIGlNAL CATALOGING ...•...... •...... •.•..•...... ••...... •.. $1 0.00/TITLE

*BAKER & TAYLOR CURRENTLY WORKS WITH MOST RFID SYSTEMS. OUR TAGS OPERATE AT 13.56MHz, AND ARE RE­ WRITEABLE, AN D FULLY COMPLIANT WITH ISO 15693 . lF AFTER COMPATIBILITY TESTING B&T DOES NOT HAVE THE CURRENT SOFTWARE/HARDWARE IN PLACE FOR THE SYSTEM CHOSEN BY THE LIBRARY, BAKER & TAYLOR RESERVES THE OPTION TO REVISE THIS PRJCING . lN THESE INSTANCES CUSTOMERS SHOULD SUPPLY B&T UNPROGRAMMED RFID TAGS.

+ BAKER & TAYLOR'S PAYMENT TERMS ARE NET 30 DAYS FROM THE DATE OF INVOICE. OWNERSHJP TRANSFER AND INVOICING WILL OCCUR ON THE DA TE CATALOGING AND PROCESSING IS COMPLETED AND THE MATERIALS ARE EITHER SHJPPED, OR PLACED IN STORAGE AT A BAKER & TAYLOR FACILITY. lF STORAGE IS REQUIRED, BAKER & TAYLOR WILL STORE THEMATERJALS IN AFULLY INSURED AND CLIMATE CONTROLLED FACILITY UNTIL THE DESIRED SHIPMENT DA TES. INVOICES ARE MAJ LED TO THE LIBRARY AT THE TIME INVOICING OCCURS.

+ FOR THOSE RECORDS WHERE CATALOGING IS NOT AVA ILABLE IN THE LIBRARY 'S DATABASE OR B&T'S CATALOGING UTILITY, CLS WILL PROVIDE AN ORJGINAL CATALOGING RECORD FOR $10.00/TITLE. TITLES REQUJRING ORIGINAL CATALOGING WILL BE PRICED SEPARATELY AT $10.00/T!TLE FOR THE FIRST COPY OF EVERY TITLE ORDERED. IF MULTIPLE COPIES OF A TITLE ARE ORDERED, THE$ I 0.00 CHARGE WILL ONLY APPLY ONCE, HOWEVER, THE COMPREHENS IVE CATALOGING AND PROCESSING CHARGE WILL APPL YTO EACH UNJT lNCLUDING THE INJTIAL UNJT THAT RECEIVES THE$ I 0.00 CHARGE.

C USTOMIZED LIBRARY SERVICES® f 2550 WEST T YVOLA ROAD, SUITE 300 ICHARLOTTE , NC 28217 I CLSrNFO@BAKER-TA YLOR.COM 22 APPENDIX 2 - DISCOUNT TERMS AND CONDITIONS OF SALE

Baker & Taylor, LLC. Discount Terms and Conditions of Sale (FIRM ORDER BOOK and SPOKEN WORD AUDIO) Menlo Park Library Baker & Taylor, LLC. is pleased to offer the discount terms and conditions listed below.. The pricing grid below provides discounts for each product category offere d by Ba k er & T ay 1or. Product Category Definition (a) Price Indicator Discount · Category Adult Trade Hardcover Editions 0 - (zero) (Hardcover Trade Editions) (Popular Fiction & Non-Fiction, and may include 1-2 copies 42.5% I. C - (Hardcover Computer Books) some spoken word audio) 3-4 copies 43.0% Juvenile Trade Hardcover Editions 5+ copies 43.5% IL J (POPULAR FICTION & NON-FICTION) Adult Quality Paperback Editions B - (Paperback Trade Editions) III (Popular Fiction & Non-Fiction) C - (Paperback Computer Books) 1-2 copies 30.0% Juvenile Quality Paperback Editions IV. G 3-4 copies 31.0% (Popular Fiction & Non-Fiction) 5+ copies 36.0% v Mass Market Paperback Editions p

VI Single Edition Reinforced (Juvenile) R 1-2 copies 19.0% 3-4 copies 20.0% VIL Publisher's Library Edition (Juvenile) z 5+ copies 21.0% University Press Trade Ed itions (may be of any VIII A 10.0% binding and include some spoken word audio) S/X/N - (Text, Technical, or Reference Editions) s = 5.0 % X = 5.0 % N = OO%(b)

L - (Hardcover Editions from Small Press and L = 5.0 % (c)(d) Hardcover Titles of Limited Demand-primarily Adult)

7 - (Hardcover Titles of Limited Demand-primarily 7 = 1-2 copies 19 .0% Juvenile) 3-4 copies 20.0% 5+ copies 21.0% (d)

Text, Technical, Reference, Professional M - (Paperback Editions from Small Press and M = 5.0 % (c)(d) Medical, Small Press, some University Press Paperback Titles of Limited Demand-primarily Adult) titles (excluding University Press Trade Editions) IX. and/or Titles of Limited Demand I - (Paperback Titles of Limited Demand-primarily I = l-2copies 19.0% (may be of any binding and include some spoken Juvenile) 3-4 copies 20 0% word audio) 5+ copies 21.0% (d)

T/U/V/W/4/Letter 0 - (Specialty Textbooks) T=O.O % u =5.0 % V = 50% W=0.0% 4 = 5.0% Letter 0 = 5.0 %

5/6/8 - (Professional Medical Titles) 5 =00% 6 = 5.0 % 8=50% F = 0.0 % Imported English and Non-English Language X. F/K/3 K=5.0 % Editions 3 =0.0 % Enhanced Service Program XI. YIQ 0.0 % plus $4.95/unit XII. Spoken Word Audio H 45.0% XIII Board Books 1-2 copies 19.0% I 3-4 copies 20.0% XIV. Novelty Items/Activity Books 5+ copies 21.0% (d) Special Programs, such as: D - PawPrints Editions D=O.O % XV. E - Turtleback Editions E=I5.0% All ?layaway Audio editions - ?layaway Audio Editions 20.0 %

(a) Please see Attachment B for full category definitions, which are attached hereto and incorporated herein by reference. Materials produced for TextStream print-on-demand services may fall into any category. (b) Titles which receive minimal publisher discount will be invo iced at publisher's list price. (c) Represents publishers with limited sales volume, based upon a semi-annual review. These titles may be of any binding type or publisher of on m. CUSTOMIZED LIBRARY SERVICES® I 2550 WEST TYVOLA ROAD, SUITE 300 ICHARLOTTE , NC 28217 ICLS INFO@BAKER-TA YLOR.COM 23 (d) Represents individual titles which do not qualify for preferred stock status (based upon a quarterly re view) and individual titles which qualify for preferred stock status, but have limited demand (calculated over a rolling 12 month period). These titl es may be of any binding type or publi sher oforigin. (e) Titles where Baker & Taylor recei ves no discount from the publi sher or prepayment is required by the publi sher or publishers whose titles have limited demand and/or non-commercial publishers will be in voiced at list price plus $4.95/unit service charge.

Also, please note that:

• Publisher' s list price is subject to change without notice.

• Except where otherwise noted, book discounts are applied to current publisher's list price at the time of shipment.

• Baker & Taylor reserves the so le right to be the final determinant of product categories, category definitions and price indicators. The discounts vary based on this determination.

• Titles are categorized by Baker & Taylor for pricing purposes by considering the binding, general marketing categories, demand for certain titles, preferred stock status, cost of acquisition, cost ·of distribution, and the size or type of publisher, as well as factors related to relationships with publishers such as shipping terms, payment terms, publisher's discount, returnability to publishers and.other factors.

• Product categories, category definitions and price indicators are subject to change at Baker & Tay lor' s sole discretion, without notice, based upon the above-described factors for categorizing titles.

• For domestic titles where no publisher list price is assigned by the publisher, Baker & Taylor will assign such titles a price in its electronic catalog which is based upon Baker & Taylor' s estimate of market conditi ons.

• For imported titles where no publisher li st price is assigned by the publisher for the U.S. market, Baker & Taylor wi ll assign such titles a U.S. dollar price in its electronic catalog which is based upon Baker & Taylor's estimate of market conditions.

• For PawPrints editions, Baker & Taylor will assign such titles a price in its electronic catalog which is based upon Baker & Taylor' s estimate of market conditions.

• Titles of limited demand or from small or specialty publishers generally are included in Product Category IX or Product Category XI.

• The discount terms and conditions listed do not apply to Baker & Taylor's Continuation Services or Approval Programs.

• B·aker & Taylor provides an invoice that identifies the publisher' s current li st price, the discount offered, and the exact price charged for each title ordered.

Discounts are based on the current Peninsula Library System contract. Should the contract change or be re-negotiated during the term of this proposal, the updated Peninsula Library System discounts would be applied to the library's accounts.

C USTOMIZED LIBRARY SERVICES® I 2550 WEST T YVOLA ROAD, SUITE 300 ICHARLOTTE , NC 28217 IC LSINFO@ BAKER-TA YLOR.COM 24 Baker & Taylor, LLC. Discount Terms and Conditions of Sale (AUDIO VISUAL MATERIAL) Menlo Park Library

Please refer to the following Terms and Conditions of Sale for the discounts offered to the Menlo Park Library for Audio Visual Material.

Media Price Range Discount off Current Type Producer's List Price DVD/Blu-Ray Any Price 25.0%* Music CD Any Price 26.0%*

List prices used for calculating discounts are manufacturers' current, suggested list prices, where available. Where no list price is supplied by the manufacturer, a list price will be assigned by Baker & Taylor.

*AV titles with minimal discount or supplier restrictions or titles from small, specialty vendors will be invoiced at Manufacturers Suggested Retail Price.

Full Shelf Ready pricing of Audio Visual Materials can be made upon provision of cataloging and processing specifications.

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST TYYOLA ROAD, SUJTE 300 I CHARLOTTE, NC 28217 ICLS INFO@BAKER-TAYL OR COM. 25 APPENDIX 3 - CATEGORY DEFINITIONS I. Adult Trade Hardcover Editions CO. C) (may include some spoken word audio materials) High demand materials from widely distributed publishers designed for the general consumer, usually dealing with a subject matter having broad mass appeal. These titles are typically released in hardback and can be either fiction or current non-fiction. Publisher promotional/media expenditures and print runs are customarily higher for these titles than for most others. Inventory is maintained with preferred stock status (regularly stocked in three to four major warehouses). An example of a trade edition would be: 14"' Deadly Sin by James Patterson, ISBN: 9780316404021.

II. Juvenile Trade Hardcover Editions (Jl High demand, juvenile materials from widely distributed publishers designed for the general consumer, usually dealing with a subject matter having broad mass appeal. These titles are typica ll y re leased in hardback and can be either fiction or current non-fiction. Publisher promotional/media expenditures and print runs are customarily higher for these titles than for most others. Inventory is maintained with preferred stock status (regularly stocked in three to four major warehouses). An example of a trade edition would be: Are You Ready to Play Outside by Mo Willems, ISBN: 9781423113478.

III. Adult Oualitv Paperback Editions (B, C) High demand paperback materials from widely distributed publishers, other than the standard rack size paperback, typically found in bookstores and other retail outlets. Inventory is maintained with preferred stock status (regularly stocked in three to four major warehouses). An example of a quality paperback would be: The Boys in the Boat by Daniel Brown, ISBN 9780143125471.

IV. Juvenile Quality Paperback Editions (G) High demand, juvenile paperback materials from widely distributed publishers, other than the standard rack size paperback, typically found in bookstores and other retail outlets. Inventory is maintained with preferred stock status (regularly stocked in three to four major warehouses). An example of a quality paperback wou ld be: Tuck Everlasting by Natalie Babbitt, ISBN: 9780312369811.

v. Mass Market Paperback Editions (P) A standard rack size paperback typically found in bookstores or other retail outlets. An example of a mass market paperback would be: The City of Ember by Jeanne Duprau, ISBN: 9780375822742.

Vl. Single Edition Reinforced (R) A high quality binding designed to provide a long shelf life in a heavy use environment. Although the binding is fanned and glued it may not be sewn, which is typically found in the publisher library edition. Subject content can include both fictional and non-fiction works appealing to juveniles as well as adults. These bindings are identified by the publisher to Baker & Taylor. An example of a single edition reinforced binding would be: Because of Winn Dixie by Kate DiCamillo, ISBN 9780763650070.

VII. Publisher Library Editions (Z) Fiction as well as non-fiction materials appealing to both juveniles and adu lts, designed with the rugged durability required of the environment typically found in a library setting. Publisher Library Editions are traditionally of the highest quality, usually fanned, sewn and glued to provide the greatest possible shelf life of any binding. These bindings are identified by the publisher to Baker & Taylor. An example of a publisher library edition would be: Curious George Visits the Librarv by Margaret Rey, ISBN: 9781599614199.

VIII. University Press Trade Editions (A)(may include some spoken word audio materials) This category would include any University Press Trade Editions, both adult and juvenile, and are subject to publisher reclassification. An example of a university press trade edition would be: Alexander McOueen: Savage Beautv by Andrew Bolton, ISBN: 9780300169782.

IX. Text. Technical. Reference. Small Press. and/or Titles of Limited Demand CS. X. N. L. M. V. T. U. W. Letter O. 1. 4. 5. 6. 7. Bl Category of materials includes, but is not limited to, text, technical, reference, professional medical, small press, and some university press titles (excluding University Press Trade Editions). It includes titles purchased from publishers on a non-returnable basis, those publishers that extend little discount to Baker & Taylor, and publishers whose titles have limited sales volume based upon a semi-annual review. It includes individual titles which do not qualify for preferred stock status (based upon a quarterly review) and individual titles which qualify for preferred stock status, but have limited demand (calculated over a rolling 12 month period) . Additionally, any publisher which is not in compliance with some of Baker & Taylor's purchasing requirements could be in this category. Materials in this category are both adult and juvenile, may be of any binding and may include some spoken word audio materials. Exam ples within this category would be : The Merck Index, ISBN: 9781849736701, Strategies That Work, ISBN: 9781571104816, Beauty and the East ISBN: 9781566563871, Generals of the Bulge: Leadership in the U.S. Army's Greatest Battle ISBN 9780811711999, Frankie Works the Night Shift, ISBN 9780060090951, and Floods, ISBN 9781624030031

X. Imported English and Non-English Language Editions (f.K.3) Titles produced and distributed outside of the domestic US. These titles may be of any binding type and represent various publishers. An example would be El Angel Caido by Nalini Singh, ISBN 9788490625224.

XI. Enhanced Service Proaram Titles (Y/Q) This category includes materials where Baker & Taylor receives no discount from the publisher, or prepayment is required by the publisher, or publishers which have restrictions on returns, or books of small or non-commercial publishers with limited sales volume based upon a semi-annual review. Any publisher which is not in compliance with Baker & Taylor's purchasing requirements would be in this category. Materials in this category may be of any binding. These titles will receive no discount and are subject to a service charge. An example within this category would be: Business Income Coverage Guide, ISBN: 9781941627532.

XII. 5Poken Word Audio (H) Materials designed for the general consumer, usually dealing with a subject matter having broad mass appeal. These titles can be either fiction or current non-fiction. An example of a spoken word audio edition would be: The Complete Sherlock Holmes by Sir Arthur Conan Doyle ISBN: 9781491542286 .

XIII. Board Books (I) Durable materials from widely distributed domestic publishers designed for young children; pages are manufactured of heavy gauge cardboard to prevent tearing . These editions typically feature few pages, simple themes and colorful illustrations or photographs. An example of a board book would be: Runaway Bunny by Margaret Wise Brown, ISBN: 9780061074295.

XIV. Novelty Items/Activity Books (I) Specially packaged gift set or novelty item related to a book product or attached as an accessory to a book product. These items would include a book with toy, rag books, washable cloth books, books with accessories or kits, electronic sound books, sticker books, tracing books or coloring books. This category also includes any non-book merchandise such as model kits, hobby kits, flash cards or jigsaw puzzles. An example of an item in this category would be: Verv Hungrv Caternillar Cookbook & Cookie Cutters Kit by Lara Starr, ISBN 9781452125527.

XV. Special Proarams CD and E as indicated in the Discount Terms and Conditions of Sale) Programs, formats, or editions offered only by Baker & Taylor or not included in any other category. These programs include but may not be limited to PawPrints and Turtleback editions. Exam ples of items in this category would be: Clifford's Valentines Day by Norman Bridwell, ISBN 9781435201736 (PawPrints prebound edition) and Junie B. Jones is captain Field Day by Barbara Park, ISBN 9780613337670 (Turtleback prebound edition)

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST TYvOLA ROAD, SUITE 300 ICHARLOTTE , NC 28217 IC LSINFO@ BAKER-TAYLORCOM 26 APPENDIX 4 - ENHANCED SERICES P ROGRAM

Baker & Taylor is pleased to offer a service that will save your library time and money when procuring titles from small and hard to find publishers. By utilizing B&T's vast publisher and title database, the library can purchase a wide variety of low demand and small print run titles from associations and limited edition, prepayment, and non­ returnable publishers.

Baker & Taylor's Enhanced Services Program provides the library with access to millions of active book titles representing over 66,000 imprints. This breadth of coverage is greater than that of any other book industry wholesaler.

The "ESP" program builds on B&T's already outstanding publisher relations by:

~ Expanding our vendor relations team responsible for the follow-up of all publisher orders, improving the speed of delivery of all titles to the library;

Widening our publisher base to include hundreds of small non-commercial publishers formerly considered apply direct by the book industry; and

Increasing our reporting capabilities by providing order status reports for 100% of all titles not yet published and by supplying anticipated publication release dates for all out of stock items.

This category includes material where Baker & Taylor receives no discount from the publisher or prepayment is required by the publisher or books of small, limited in demand and/or non-commercial publishers. Any publisher which is not in compliance with Baker & Taylor's purchasing requirements would be in this category. Materials in this category may be of any binding. These titles will be invoiced at list price plus $4.95/unit service charge.

For libraries concerned about purchasing these types of titles, B&T's TitleSource 360™ for Windows can assist the librarian in researching a pa1ticular item's category and format. Surcharge titles will appear with a Y or Q in the discount code field. Additionally, you may contact your Customer Service representative or Information Services via phone, fax, or email ([email protected]) to determine surcharge titles before placing an order.

As a convenience to the library, B&T can exclude these titles from all orders by adjusting your account profile setup. Please contact your Customer Service Representative for additional information.

C USTOMIZED LIBRARY SERV ICES® I 2550 WEST TYvOLA ROAD, SUITE 300 IC HARLOTIE, NC 282 17 I CLSINFO@BAKER-TAYLORCOM 27 APPENDIX 5 - RETURNS POLICIES

Institutional Returns (Revised July 2015)

The following guidelines are required to ensure prompt handling of y0ur return. All product returns (excluding Book Leasing programs) require prior authorization from a Customer Service Representative. You may contact your appropriate representative via the toll-free number listed on your packing list.

How to Obtain Return Authorization

Please use the Return Authorization Form from your shipment's packing list to make all returns. Contact your Customer Service Representative for return authorization. All claims must be made within 45 days from the date of invoice.

1. When calling for return authorization, please have the following information available: A. Return Authorization Form B. Your account number and ATS# from the shipment's packing list (located mid-page under the Return Authorization Form explanation) C. Reason for the claim/return D. Action being requested - 1. Replacement of product 2. Credit to your account; no replacement product necessary

2. Your Customer Service Representative will assign your return an authorization number (RTA#). To expedite the process, please clearly mark the RTA# on the Return Authorization Form and on the outside of the carton in the upper right corner from the shipping label.

3. Make your return via an insured and traceable carrier; Baker & Taylor is not liable for returns lost in transit.

4. Products incorrectly shipped by Baker & Taylor may be returned with authorization within 45 days of the product's date of invoice. Product(s) meeting the definition of Publisher defective may be returned with prior authorization within six months of the product's date of invoice. Products purchased with value-added processing services which have been shipped as ordered are considered non-returnable.

DAMAGED SIBPMENTS: If you receive a damaged carton(s) which resulted in damaged product(s), please hold the product(s) and save the carton for Carrier inspection. If the damage is visible at the time of delivery, bring it to the Carrier's attention and note it on the Bill of Lading. Then, contact your Baker & Taylor Customer Service Representative via the toll-free number listed on the packing list.

CLAIMING SHORTAGES: Please check your packing list or invoice before claiming shortages. All claims must be made within 45 days from the product's invoice date. . Please ensure you have received all cartons of a shipment prior to signing for receipt from the Carrier. Cartons you have signed for as received from the Carrier are not claimable as . shortages from Baker & Taylor.

INTERNATIONAL CUSTOMERS ONLY: For information on making returns of damaged, defective, or incorrect products, please contact your local International Sales Office or our International Customer Service Department ([email protected]). You may also refer to the website http://www.btol.com/international libraries details.cfm?sideMenu=Contact%20Us&home=home help details.cf m&ctx=I

All returns should be sent to: Baker & Taylor Returns Center Department R 251 Mt. Olive Church Road Commerce, GA 30599

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST T YVO LA ROAD, SUITE 300 ICHARLOTTE , NC 28217 IC LSINFO@ BAKER-TA YLOR.COM 28 APPENDIX 6 - REFERENCES

Diane Lai San Jose Public Library Technical Services 150 E. San Fernando Street San Jose, CA 95112 Tel : 408-808-2425 E-mail: [email protected]

Yu-Lan Chou Program Coordinator - Technical Services Santa Clara City Library 2635 Homestead Road Santa Clara, CA 95051 Tel: 408-615-2941 E-mail: [email protected]

Lori Hitchcock Sr. Librarian Technical Services San Leandro Public Library 300 Estudillo Ave San Leandro, CA 94577 Tel: 510-577-3953 E-mail: [email protected]

CUSTOMIZED LIBRARY SERVICES® I 2550 WEST TYvOLA ROAD, SUITE 300 ICHARLOTTE , N C 28217 1C LSfNFO@ BAKER-TAYLOR.COM 29 APPENDIX 7 - SAMPLE INVOICE ff B A K E R & T A Y L 0 R r:r· .: ~~ ..: · 10;.1"'~-:..?:~ ff 1~:-~· • • ·:; r::;- \ 1 : , i ; the tvturc delivered r ,-, c i.:·~"''.'1IT :. ·l .. S.~75' :...-i.:.L .. i,i .; ,-,·)JCCrO r..i~- ;; ; f::pf«;c-·1~.-

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=LDR 03344cam 2200397Ii 4500 =001 ocn892040830 =003 OCoLC =0"05 20170106065425.0 =008 141002t20152012nyuabf\\ \b\ \ \ \001 \0\eng\d =040 \\$aYDXCP$beng$c YDXCP$dBTCTA$dBDX$dOCLCQ$dOCLCO$dNZUPM$dOCLCF$dOCLCO$dOQX $dVYF$dOCLCO$dEQO$dGZN$dOCLCO$dOCL$dOCLCO$dWHCCD =020 \\$a0190218428$q(paperback: acid-free paper) =020 \\$a9780190218423$q(paperback: acid-free paper) =035 \\$a(OCoLC)892040830 =043 \\$aa------=050 \4$aDS33.1$b.H36 2015 =082 04$a950.1$223 =100 1\ $aHansen, Valerie,$d 1958-$eauthor. =240 10$aSilk road.$f2015 =245 10$aSilk road :$ba new history /$cValerie Hansen. =260 \\$aNew York, NY :$b0xford University Press,$c2015. =264 \ 4$c{copy}2012 =300 \\$axv, 304 pages, 16 unnumbered pages of plates :$billustrations (some color), maps ;$c24 cm =336 \\$atext$btxt$2rdacontent =337 \\$aunrnediated$bn$2rdamedia =33 8 \\$avolume$bnc$2rdacarrier =504 \\$aincludes bibliographical references and index. =520 \\$aThe Silk Road is as iconic in world history as the Colossus of Rhodes or the Suez Canal. But what was it, exactly? It conjures up a hazy image of a caravan of camels laden with silk on a dusty desert track, reaching from China to Rome. The reality was different-and far more interesting-as revealed in this new history. In The Silk Road, Valerie Hansen describes the remarkable archeological finds that revolutionize our understanding of these trade routes. For centuries, key records remained hidden-sometimes deliberately buried by bureaucrats for safe keeping. But the sands of the Taklamakan Desert have revealed fascinating material, sometimes preserved by illiterate locals who recycled official documents to make insoles for shoes or garments for the dead. Hansen explores seven oases along the road, from Xi'an to Samarkand, where merchants, envoys, pilgrims, and travelers mixed in cosmopolitan communities, tolerant of religions from Buddhism to Zoroastrianism. There was no single, continuous road, but a chain of markets that traded between east and west. China and the Roman Empire had very little direct trade. China's main partners were the peoples of modern-day Iran, whose tombs in China reveal much about their Zoroastrian beliefs. Silk was not the most important good on the road; paper, invented in China before Julius Caesar was born, had a bigger impact in Europe, while metals, spices, and glass were just as important as silk. Perhaps most significant of all was the road's transmission of ideas, technologies, and artistic motifs. The Silk Road is a fascinating story of archeological discovery, cultural transmission, and the intricate chains across Central Asia and China. =651 \0$aSilk Road$xHistory. =651 \0$aSilk Road$xHistory$vSources. =651 \0$aSilk Road$xDescription and travel. =651 \0$aSilk Road$xHistory, Local. =650 \0$aHistoric sites$zSilk Road. =650 \0$aTrade routes$zAsia$xHistory. =651 \0$aAsia, Central$xEconomic aspects$xHistory. =787 08$iPrevious hardcover edition:$aHansen, Valerie, 1958-$tSilk road : a new history.$d0xford ; New York, NY : Oxford University Press, 2012$z9780 l 95159318$w(OCoLC)757838314$w(OCoLC)814615530 =949 \ 1$i39044104454692$a950.1 HAN$14manf$p21.95$tl 0$sp$z082

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