(llVirginiaTech I · 2017-02-03 · (llVirginiaTech I EBSCO Industries, Inc. dba EBSCO Information Services Attn: Ree Sherer PO Box 2543 Birmingham, AL 35202 Dear Mr. Sherer : Procurement

(llVirginiaTech I

EBSCO Industries, Inc. dba EBSCO Information Services Attn: Ree Sherer PO Box 2543 Birmingham, AL 35202

Dear Mr. Sherer :

Procurement Department (MC 0333) North End Center, Suite 2100, Virginia Tech 300 Turner Street NW Blacksburg, Virginia 24061 540/231-6221 Fax: 540/231-9628 www.procurement. vt.edu

March 26, 2015

Subject: Virginia Tech Contract #UCP-TS-005-10 Commodity/Service: Continuation Services

Thank you for responding to my letter of March 11 , 2015 and agreeing to renew the contract for an additional year. The contract will now expire June 30,2016.

The attached form shows your company information as listed in the university's vendor database. If any of this information changes, please make corrections directly on the form, and return to me. It is essential that this information be accurate in order for payments to be processed in a timely manner.

We look forward to working with you for an additional year.

RG/jv

c: F.M. Pro Ladd Brown

Sincerely,

Roger pta, VCO Senior Buyer/Contracts Officer Telephone: (540) 231-4177

L__ ________________________ Invent the Future

VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY

An equal opportunity , affirmative action inst-itution

.. .. VENDOR INFORMATION FORM 3/25/2015

TS 005 10 ------- for office use -------

EBSCO Industries, Inc.

FULL LEGAL NAME (Company Name as it appears with your Federal Taxpayer Number)

EBSCO Information Services

BUSINESS NAME/ DBA NAME{fA NAME

(If different than Full Legal Name)


BILLING NAME (Company name as it appears on your invoice)

PURCHASE ORDER ADDRESS:

P 0 Box 2543

P 0 BOX ADDRESS 1

STREET ADDRESS 2

Birmingham

CITY

AL 35202

STATE ZIP CODE

Ree Sherer

CONTACT PERSON

[email protected]

EMAIL

Roger Gupta

FEDERAL TAXPAYER NUMBER

FEDERAL TAXPAYER NUMBER (If different than 10# above)

FEDERAL TAXPAYER NUMBER (if different than 10# above)

PAYMENT ADDRESS:

P 0 Box 204661

PAYMENT P 0 BOX ADDRESS 1

PAYMENT STREET ADDRESS 2

Dallas

CITY

TX 75320

STATE ZIP CODE

855-500-1707

PHONE NUMBER

800-633-4604

TOLL FREE NUMBER

205-980-3951

FAX NUMBER

fi!VirginiaTech I

EBSCO Industries, Inc. dba EBSCO Information Services Attn: Ree Sherer P 0 Box 2543 Birmingham, AL 35202

Dear Mr. Sherer:

Procurement Department (MC 0333) North End Center, Suite 2100, Virginia Tech 300 Turner Street NW Blacksburg, Virginia 24061 540/231-6221 Fax: 540/231-9628 www.procurement. vt.edu

March II, 2015

Subject: Virginia Tech Contract# UCP-TS-005-10 Commodity/Service: Continuations Services

This is to inform you that the subject contract expires June 30. 2015. Since the university would like to renew the contract for an additional year, please advise concerning your intention by signing in the appropriate space listed below. Please return one signed copy of this letter to me by April I, 2015.

Please review the attached form, which shows your company information as listed in the university's vendor database. If any of this information has changed, make corrections directly on the form, and return with this letter. It is essential that this information be accurate in order for payments to be processed in a timely manner.

Thank you for your attention to this matter.

~ Roger Gupta, VCO Senior Buyer/Contracts Officer Telephone: ( 540) 231-4177

EBSCO Industries, Inc. dba EBSCO Information Services agrees to renew the contract for an additional year in accordance with the terms and condition~th~ su~j{f c~ntract.

AuthorizedSignature: ~--- Date: MO.r:t'Al 1'1,1-.Dl~ Name: xzee 5loerer:

(please print)

EBSCO Industries, Inc. dba EBSCO Information Services does not agree to renew the contract for an additional year.

Authorized Signature: Date: _________ _

Name:

RG/jv c: FMP

Approved:

Date:

Title: ------------(please print)

Invent the Future

VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY An equal opportunity, affirmative action institution

VENDOR INFORMATION FORM 3/25/2015

TS 005 10 ------- for office use -------




BUSINESS NAME/ DBA NAME/TA NAME

(It different than Full Legal Name)




P 0 Box 2543

P 0 BOX ADDRESS 1

STREET ADDRESS 2

Birmingham

CITY

AL 35202

STATE ZIP CODE

Ree Sherer

CONTACT PERSON

[email protected]

EMAIL

Roger Gupta


FEDERAL TAXPAYER NUMBER (If different than ID# above)

FEDERAL TAXPAYER NUMBER (if different than ID# above)

PAYMENT ADDRESS:

P 0 Box 204661



Dallas

CITY

TX 75320

STATE ZIP CODE

855-500-1707

PHONE NUMBER

800-633-4604

TOLL FREE NUMBER

205-980-3951

FAX NUMBER

(llVirginiaTech I

EBSCO Industries, Inc. dba EBSCO Information Services Attn: Ree Sherer P 0 Box 2543 Birmingham, AL 35202

Dear Mr. Sherer:

Procurement Department {MC 0333) North End Center, Suite 2100, Virginia Tech 300 Turner Street NW Blacksburg, Virginia 24061 540/231-6221 Fax: 540/231-9628 www.procurement.vt.edu

February 12, 2014

Subject: Virginia Tech Contract# UCP-TS-005-10 Commodity/Service: Continuations Service

Thank you for responding to my letter of January 24, 2014 and agreeing to renew the contract for an additional year. The contract will now expire June 30, 2015.

The attached form shows your company information as listed in the university's vendor database. If any of this information changes, please make corrections directly on the form, and return to me. It is essential that this information be accurate in order for payments to be processed in a timely manner.

We look forward to working with you for an additional year.

RG/jv

c: F.M. Pro Ladd Brown

Sin~

Roger Gupta, VCO Senior Buyer/Contracts Officer Telephone: (540) 231-4177

~------------------------ Inven t the Future

VIRGINIA POLYTECHNIC INST I TUTE AND STATE UNIV ERS ITY An equal opportun ity, affirmative action institution

VENDOR INFORMATION FORM 2/11 /2014

TS 005 10 ------- for office use -------




BUSINESS NAME/ OBA NAME/TA NAME





P 0 Box 2543

P 0 BOX ADDRESS 1

STREET ADDRESS 2

Birmingham

CITY

AL 35202

STATE ZIP CODE

Ree Sherer

CONTACT PERSON

[email protected]

EMAIL

Roger Gupta




PAYMENT ADDRESS:

P 0 Box 830625



Birmingham

CITY

AL 35283

STATE ZIP CODE

855-500-1707

PHONE NUMBER

800-633-4604

TOLL FREE NUMBER

205-980-3951

FAX NUMBER

iiiVnWmaTech I

Ebsco Industries, lnc. dba Ebsco Information Services Attn: Ree Sherer P 0 Box 2543 Birmingham, AL 35202

Dear Mr. Sherer:

Subject: Virginia Tech Contract # UCP-TS-005-10 Commodity/Service: Continuations Services

Procurement Department (MC 0333) North End Center, Suite 2100, Virginia Tech 300 Turner Street NW Blacksburg, Virginia 24061 540/231-6221 Fax: 5401231-9628 www.procurement.vt.edu

January 24, 2014

This is to infonn you that the subject contract expires June 30, 2014. Since the university would like to renew the contract for an additional year, please advise concerning your intention by signing in the appropriate space listed below. Please return one signed copy of this letter to me by February 19, 2014.

Please review the attached form, which shows your company infonnation as listed in the university's vendor database. If any of this infonnation has changed, make corrections directly on the form, and return with this letter. It is essential that this information be accurate in order for payments to be processed in a timely manner.

Thank you for your attention to this matter.

Sincerely,

~ Senior Buyer/Contracts Officer Telephone: (540) 231-4177

Ebsco Industries, Inc. dba Ebsco Information Services agrees to renew the contract for an additional year in accordance with the terms and conditio~~

Authorized Signature: ~ Date: _1-~/,_Y .......... l~\_l-_._\ ____ _

Name: Title: S!-ec. \J V'+C1M -\J\54-CC\n (please print)

Ebsco Industries, Inc. dba Ebsco Infonnation Services does not agree to renew the contract for an additional year.

Authorized Signature:

Name:

RG/jv c: FMP

Approved:

Date:

Tit le: ----------

Invent the Future

VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY An equal opportunity, affirmative action institution

VENDOR INFORMATION FORM 2/11 /2014

TS 005 10 ------- for office use -------




BUSINESS NAME/ OBA NAME/TA NAME





P 0 Box 2543

P 0 BOX ADDRESS 1

STREET ADDRESS 2

Birmingham

CITY

AL 35202

STATE ZIP CODE

Ree Sherer

CONTACT PERSON

[email protected]

EMAIL

Roger Gupta




PAYMENT ADDRESS:

P 0 Box 830625



Birmingham

CITY

AL 35283

STATE ZIP CODE

855-500-1707

PHONE NUMBER

800-633-4604

TOLL FREE NUMBER

205-980-3951

FAX NUMBER

COMMONWEALTH OF VIRGINIA

STANDARD CONTRACT

Contract Number: UCP-TS-005-1 0

This contract entered into this 1st day of July 2009 by EBSCO Industries, Inc., d/b/a EBSCO Infonnation Services hereinafter called the "Contractor" and Commonwealth of Virginia, Virginia Polytechnic Institute and State University called "Virginia Tech."

WITNESSETH that the Contractor and Virginia Tech, in consideration of the mutual covenants, promises and agreements herein contained, agree as follows:

SCOPE OF CONTRACT: The Contractor shall provide Continuations Services to Virginia Tech as set forth in the Contract Documents.

PERIOD OF CONTRACT: From July 1, 2009 through June 30, 2014.

COMPENSATION AND METHOD OF PAYMENT: in accordance with the contract documents.

The Contractor shall be paid by Virginia Tech

CONTRACT DOCUMENT: The contract documents shall consist of this signed contract, Request for Proposal (RFP) number 0007943 dated March 12, 2009, the proposal submitted by the Contractor dated March 26, 2009 and Attachment 1, all of which contract documents are incorporated herein.

In WITNESS WHBREOF, the parties have caused this Contract to be duly executed intending to be bound thereby.

~~ginia Tech(_ ~/Y' Cho-r\e.s W. S\e,5ec ;t='""tc\er>f-

8/e'jo~

fi!VirginiaTech

Request for Proposal #0007943

for

Continuations Services

March 12, 2009

RFP #0007943 GENERAL INFORMATION FORM

QUESTIONS: All inquiries for information regarding this solicitation should be directed to: Roger Gupta VCO, Phone: (540) 231-4177, e-mail: [email protected].

DUE DATE: Sealed Proposals will be received until April3, 2009 at 3:00PM. Failure to submit proposals to the correct location by the designated date and hour will result in disqualification.

ADDRESS: Proposals should be mailed or hand delivered to: Virginia Polytechnic Institute And State University (Virginia Tech), Purchasing Department, 270 Southgate Center (0333), Blacksburg, Virginia 24061. Reference the Opening Date and Hour, and RFP Number in the lower left comer of the return envelope or package.

In compliance with this Request For Proposal and to all the conditions imposed therein and hereby incorporated by reference, the undersigned offers and agrees to furnish the services in accordance with the attached signed proposal and as mutually agreed upon by subsequent negotiation.

TYPE OF BUSINESS: (Please check all applicable classifications). If your classification is certified by the Virginia Department of Minority Business Enterprise, provide your certification number: For certification assistance, please visit: http:/www.dmbe.state.va.us/swamcert.htrnl.

Large

Small business- An independently owned and operated business which, together with affiliates, has 250 or fewer employees or average arumal gross receipts of$10 million or less averaged over the previous three years. Department of Minority Business Enterprise (DMBE) certified women-owned and minority-owned business shall also be considered small business when they have received DMBE small business certification.

Women-owned business- A business concern that is at least 51% owned by one or more women who are U.S. citizens or legal resident aliens, or in the case of a corporation, partnership, or limited liability company or other entity, at least 51% of the equity ownership interest is owned by one or more women who are citizens of the United States or non-citizens who are in full compliance with the United States immigration law, and both the management and daily business operations are controlled by one or more women who are U. S. citizens or legal resident aliens.

Minority-owned business- A business concern that is at least 51% owned by one or more minority individuals (see Section 2.2-1401, Code of Virginia) or in the case of a corporation, partnership, or limited liability company or other entity, at least 51% of the equity ownership interest in the corporation, partnership, or limited liability company or other entity is owned by one or more minority individuals and both the management and daily business operations are controlled by one or more minority individuals.

COMPANY INFORMATION/SIGNATURE: In compliance v..~th this Request For Proposal and to all the conditions imposed therein and hereby incorporated by reference, the undersigned offers and agrees to furnish the services in accordance with the attached signed proposal and as mutually agreed uoon by subsequent negotiation.

FULL LEGAL NAME (PRINT) FEDERAL TAXPAYER NUMBER (ID#) (Company name as it appears with your Federal Taxpayer Number)

BUSINESS NAME/DBA NAME/TA NAME FEDERAL TAXPAYER NUMBER (If different than the Full Legal Name) (If different than ID# above)

BILLING NAME FEDERAL TAXPAYER NUMBER (Company name as it appears on your invoice) (If different than ID# above)

PURCHASE ORDER ADDRESS PAYMENT ADDRESS

CONTACT NAME/TITLE (PRINT) SIGNATURE (IN INK) DATE

E-MAIL ADDRESS TELEPHONE NUMBER TOLL FREE TELEPHONE NUMBER FAX NUMBER TO RECEIVE

E-PROCUREMENT ORDERS

12/08

2

I. PURPOSE:

The purpose of this Request for Proposal (RFP) is to solicit sealed proposals to establish a contract or contracts through competitive negotiations for Continuations Services for Virginia Polytechnic Institute and State University (Virginia Tech), an agency of the Commonwealth of Virginia.

II. CONTRACT PERIOD:

The term of this contract is for five (5) years, or as negotiated. There will be an option for two (2) one year renewals, or as negotiated.

III. BACKGROUND:

The University Libraries at Virginia Tech serve a student body of more than 26,000 through multiple service locations on the local campus and other campuses throughout the Commonwealth of Virginia. The University Libraries consists of the Carol M. Newman Library and three branches: Art+ Architecture, Veterinary Medicine, and the Northern Virginia Graduate Center. The UL is a member of the Association of Research Libraries.

In the university's fiscal year 2007/2008, the University Libraries' continuations expeditures were approxiroately $5,423,000. Materials allocations are likely to change during the course of the intended contract. Virginia Tech reserves the right to increase or decrease the amount as actual need and funding require.

IV. EVA BUSINESS-TO-GOVERNMENT ELECTRONIC PROCUREMENT SYSTEM:

The eVA Internet electronic procurement solution streamlines and automates government purchasing activities within the Commonwealth of Virginia. Virginia Tech, and other state agencies and institutions, have been directed by the Governor to maximize the use of this system in the procurement of goods and services. We are, therefore, requesting that your firm register as a trading partner within the eVA system.

There are registration fees and transaction fees involved with the use of eVA. These fees must be considered in the provision of quotes, bids and price proposals offered to Virginia Tech. Failure to register within the eVA system may result in the quote, bid or proposal from your firm being rejected and the award made to another vendor who is registered in the eVA system.

Registration in the eVA system is accomplished on-line. Your fmn must provide the necessary information. Please visit the eVA website portal at http://www.eva.virginla.gov/register/vendorreg.htm and register both with eVA and Ariba. This process needs to be completed before Virginia Tech can issue your firm a Purchase Order or contract. If your fmn conducts business from multiple geographic locations, please register these locations in your initial registration.

For registration and technical assistance, reference the eVA website at: eV [email protected].!'!ov, or call 866-289-7367 or 804-371-2525.

V. CONTRACTPARTICIPATION:

1t is the intent of this solicitation and resulting contract to allow for cooperative procurement. Accordingly, any public body, public or private health or educational institutions, or Virginia Tech's affiliated corporations and/or partnerships may access any resulting contract if authorized by the contractor.

Participation in this cooperative procurement is strictly voluntary. If authorized by the Contractor, the resultant contract may be extended to the entities indicated above to purchase at contract prices in accordance with contract terms. The Contractor shall notify Virginia Tech in writing of any such entities accessing the contract. No modification of this contract or execution of a separate contract is required to participate. The Contractor will provide semi-annual usage reports for all entities accessing the Contract. Participating entities shall place their own orders directly with the Contractor and shall fully and independently administer their use of the contract to include contractual disputes, invoicing and payments without direct administration from Virginia Tech. Virginia Tech shall not be held liable for any costs or damages incurred by any other participating entity as a result of any authorization

by the Contractor to extend the contract. It is understood and agreed that Virginia Tech is not responsible for the acts or omissions of any entity, and will not be considered in default of the contract no matter the circumstances.

Use of this contract does not preclude any participating entity from using other contracts or competitive processes as the need may be.

VI. STATEMENT OF NEEDS:

A. General

The contractor shall service print and electronic periodicals, serials, publishers' series, online databases and other electronic resources, and continuing titles (hereafter together referred to as Continuations) for Virginia Tech's University Libraries. Service shall include the provision of all continuations, renewals and new orders, cancellations, handling of claims and regular invoicing.

B. Customer Service

1. The Contractor shall assign a specific in-house account representative who handles the Virginia Tech orders, cancellations, claims, requests for reports, invoicing questions, etc. The in-house representative shall respond via e-mail, telephone, and/or fax to all inquiries within two (2) business days, e-mail preferred. A Contractor's representative shall visit Virginia tech, upon request, to discuss service to Virginia Tech's account and other continuations management issues.

2. The Contractor shall provide toJJ-free telephone numbers, fax numbers, and e-mail addresses for all staff assigned to Virginia Tech's account.

3. The Contractor shall maintain accurate and current records of Virginia Tech's active continuations orders in the Contractor's online catalog and subscription management database.

C. Orders

1. The Contractor shall process and confmn new orders within ten (I 0) working days of receipt from Virginia Tech. Orders and payments to publishers shall be released to publishers within ten (10) days of receipt of a new order and three (3) months before the expiration date of renewed subscriptions.

2. The first issue of a new order should be delivored to Virginia Tech within eight (8) weeks for North American publishers and ten (I 0) weeks for other publishers, or when Virginia Tech has designated that the next volume should begin.

3. The Contractor shall accept new orders from Virginia Tech at any time during the year. These orders shall be merged into the next main renewal invoice.

4. Virginia Tech will specifY the beginning issue and/or start date of a new subscription order. Unless otherwise indicated, the latest edition published is to be supplied.

5. The Contractor shall accept subscription orders on the annual renewal list I invoice as automatic renewals to run until forbid unless lined off of the annual renewal list invoice or otherwise cancelled.

6. The Contractor shall provide special and priority handling of rush orders.

7. If part of the paid subscription, all indexes, supplementary numbers, and added volumes shall be serviced automatically as part of the subscription. The Contractor should notify Virginia Tech of supplementary items not included as part of the subscription, and indicate handling procedures for the same.

8. If unable to supply a title, the Contractor shall notify Virginia Tech within thirty (30) days for North American publishers and forty-five (45) days for other publishers.

4

J

9. Order substitutions or additions of titles shall not be permitted unless expressly authorized by Virginia Tech on a title-by-title basis.

I 0. The Contractor shall alert Virginia Tech for the presence of any license agreements before placing the order with the publisher.

II. The Contractor shall provide a common expiration date of December 31 unless otherwise indicated by the library or publisher.

12. On the Order Invoice the Contractor shall include assigned fund codes, the University Libraries' order record number, and publisher identification numbers for each title.

13. The Contractor shall alert Virginia Tech to the possibility of online availability, any changes in the current online availability, and changes made to pricing models.

D. Renewals

I. The Contractor shall notify Virginia Tech of price increases over $500 or 100% price increases from the base price on the last renewal invoice before the order is placed with the publisher.

2. The Contractor shall supply a print list of all subscribed titles for renewal, listing fund codes, order number, renewal date, the University Libraries' order record number, and estimated price.

3. Virginia Tech reserves the right to line off titles on the annual renewal list I invoice in order to prevent them from being renewed for the subsequent renewal period.

4. On the renewal list, the Contractor shall alert Virginia Tech to any changes in a title's format that may impact availability.

E. Claims

I. The Contractor shall provide a flexible, fast, and effective online claims service with reporting and reclaiming assistance features. Virginia Tech may claim missing issues through the Contractor or directly from the publisher.

2. Virginia Tech will submit claims to the Contractor by telephone, e-mail, fax, letter, and/or Contractor's online claiming module.

3. The Contractor shall submit claims to the publisher withiu five (5) working days of receipt from Virginia Tech.

4. The Contractor shall notify Virgiuia Tech of the status of all outstanding claims via a monthly report. The Contractor shall also respond to individual requests for claims status via e-mail, fax, or telephone.

5. On claims for missing issues submitted by Virginia Tech within the publisher's specified time period, the Contractor shall secure replacements free of charge or provide a credit to cover the cost for purchasing the missing issues.

F. Cancellations

I. The Contractor shall cancel iudividual titles at any time duriug the subscription year when notified by Virginia Tech.

2. The effective date of cancellation will be determined by Virginia Tech, except in the case of publishers' restrictions.

;

3. The Cpntractor shall acknowledge receipt of Virginia Tech's cancellation notice via e-mail, letter, or regular report. Cancelled titles shall be deleted from further renewal listings and invoices. Cancelled titles shall automatically be deleted from the next main renewal invoice list.

4. The Contractor shall request refunds of any unexpired portions of orders. Refund credits for the full amounts refunded by the publishers shall be refunded to Virginia Tech.

5. Virginia Tech reserves the right to cancel any renewal that has increased from the base price on the last renewal invoice over $500 or has a 1 00% price increase from the base price on the last renewal invoice even if not advised of price increase before the renewal is placed with the publisher.

G. Reports

I. The Contractor shall make the monthly report data available online and, upon request, in print. These monthly reports to include, but not be limited to, the following:

Price increase alerts Format changes I format options Ceased publications Suspended publications Publication delays Publishing frequency changes Publisher changes Title changes Title mergers and splits New volumes Titles and issues claimed Titles that the Contractor can no longer supply Membership or combination subscription changes Titles recently cancelled by Virginia Tech Electronic availability (for new orders only)

2. The Contractor should supply fiscal and collection management reports free of charge as requested. The Contractor should make this fiscal and collection management report data available online. These reports to include, but not be limited to, the following:

Average total service charge Individual service charges Subscriptions listed by Library of Congress classification or title Total expenditures by subject classification Number of claims submitted Number of claims resolved List of membership and combination titles Complete records of all fmancial transactions processed for the Libraries Current titles on order, in alphabetical sequence, title prices and current price adjustments, frequencies, quantities, invoice identification and unique library-specified codes

3. The Contractor shall regularly notifY Virginia Tech of the availability of supplementary materials related to subscriptions, i.e. supplements and special issues not included in the main subscription.

4. The Contractor should provide custom fiscal and collection management reports in a timely manner as requested by Virginia Tech. Reports should be provided in electronic spreadsheet format.

H. Shipments

1. Delivery of all materials, invoices, printed reports, and correspondence shall be made FOB destination inside the Newman Library at the following address:

6

Virginia Tech University Libraries Technical Services I Serials Receiving P.O. Box 90001 Blacksburg VA 24062-9001

For carrier services that cannot deliver to a PO Box:

Virginia Tech University Libraries Technical Services I Serials Receiving I 00 Kent Street Blacksburg VA 24061

2. Virginia Tech shall not be held responsible for shipments lost in transit or otherwise not received. The Contractor shall provide replacement copies at no charge for defective, mutilated, or damaged issues, or those that are not delivered within publisher policies.

I. Pricing

I. Virginia Tech reserves the right to obtain supporting documentation on prices from the Contractor at any time during the contract period.

J. Invoicing

I. The following information shall appear on each invoice:

Name and address of the Contractor Library bill-to address Library ship-to address Account number assigned by the Contractor Library purchase order number for each title Contractor title number University Libraries' order record number Title (include a breakdown of titles which are parts of memberships, combinations, or series) Publisher Frequency Indication as to whether title is new, a renewal, transfer, or additional copy order Number of copies being ordered for each subscription ISSN Period covered (inclusive dates) Volume number (beginning with new title) Current published price Service charge, if any Shipping and handling fees Summary page detailing total prices, total additional charges (if any), and net total Library fund code designation supplied by Virginia Tech Format

2. Supplemental Invoices. The Contractor shall supply monthly supplementary invoices for titles on which the publisher price exceeded the originally billed price with reasons for additional charges. The supplementary invoice shall also include any credits to Virginia Tech's account that result from overcharges, cancellations or cessations of a subscription.

3. Separate Invoices. The Contractor should supply separate invoices as requested by Virginia Tech.

4. The Contractor shall supply invoices in electronic format to the attention of:

7

Ruby Sheppard [email protected] Andi Ogier [email protected] Gail Dalton [email protected]

5. The Contractor shall supply one(!) print copy of all invoices and one (1) print copy of annual renewal list I invoice to the address provided in H. 1.

6. The Contractor shall supply proof of payments made to publishers upon request.

7. The Contractor shall issue a check to Virginia Tech for all outstanding credits at the end of the contract period.

K. Online Support

1. The Contractor shall provide Virginia Tech with the administrative and technical support to perform online subscription management operations including, but not limited to, direct transmission of online orders, electronic claiming, and report generation.

2. The Contractor shall provide Virginia Tech with the ability to search the Contractor's online catalog and subscription management database to determine availability, cost, and other variables prior to placement of an order. The Contractor should provide training on how to use the database at no cost to Virginia Tech.

3. The Contractor shall provide Virginia Tech with account, invoice, and payment information electronically.

L. Other

1. Virginia Tech reserves the right to inspect the facilities of the Contractor at anytime during the contract period.

2. Upon request, the Contractor should provide Virginia Tech with trial access to future continuations management services and modules and other related peripheral services as they are developed.

Vll. PROPOSAL PREPARATION AND SUBMISSION:

A. General Requirements

1. RFP Response: In order to be considered for selection, Offerors must submit a complete response to this RFP. One original and five copies of each proposal must be submitted to:

Virginia Tech Purchasing Department (0333) 270 Southgate Center Blacksburg, VA 24061

Reference the Opening Date and Hour, and RFP Number in the lower left hand corner of the return envelope or package.

No other distribution of the proposals shall be made by the Offeror.

2. Proposal Preparation

a. Proposals shall be signed by an authorized representative of the Offeror. All information requested should be submitted. Failure to submit all information requested may result in Virginia Tech requiring prompt submission of missing information and/or giving a lowered evaluation of the proposal. Proposals which are substantially incomplete or lack key information may be rejected by Virginia Tech at its discretion. Mandatory requirements are those required by law or regulation or are such that they cannot be waived and are not subject to negotiation.

b. Proposals should be prepared simply and economically providing a straightforward, concise description of capabilities to satisfY the requirements of the RFP. Emphasis should be on completeness and clarity of content.

c. Proposals should be organized in the order in which the requirements are presented in the RFP. All pages of the proposal should be numbered. Each paragraph in the proposal should reference the paragraph number of the corresponding section of the RFP. 1t is also helpful to cite the paragraph number, sub letter, and repeat the text of the requirement as it appears in the RFP. If a response covers more than one page, the paragraph number and sub letter should be repeated at the top of the next page. The proposal should contain a table of contents which cross references the RFP requirements. Information which the offeror desires to present that does not fall within any of the requirements of the RFP should be inserted at an appropriate place or be attached at the end of the proposal and designated as additional material. Proposals that are not organized in this manner risk elimination from consideration if the evaluators are unable to fmd where the RFP requirements are specifically addressed.

d. Each copy of the proposal should be bound in a single volume where practical. All documentation submitted with the proposal should be bound in that single volume.

e. Ownership of aU data, material and documentation originated and prepared for Virginia Tech pursuant to the RFP shall belong exclusively to Virginia Tech and be subject to public inspection in accordance with the Virginia Freedom of Information Act. Trade secrets or proprietary information submitted by an Offeror .shall not be subject to public disclosure under the Virginia Freedom of Information Act. However, to prevent disclosure the Offeror must invoke the protections of Section 2.2-4342F of the Code of Virginia, in writing, either before or at the time the data or other materials is submitted. The written request must specifically identifY the data or other materials to be protected and state the reasons why protection is necessary. The proprietary or trade secret material submitted must be identified by some distinct method such as highlighting or underlining and must indicate only the specific words, figures, or paragraphs that constitute trade secret or proprietary information. The classification of an entire proposal document, line item prices and/or total proposal prices as proprietary or trade secrets is not acceptable and may result in rejection of the proposal.

3. Oral Presentation: Offerors who submit a proposal in response to this RFP may be required to give an oral presentation of their proposal to Virginia Tech. This will provide an opportunity for the Offeror to clarity or elaborate on the proposal but will in no way change the original proposal. Virginia Tech will schedule the time and location of these presentations. Oral presentations are an option of Virginia Tech and may not be conducted. Therefore, proposals should be complete.

B. Specific Requirements

Proposals should be as thorough and detailed as possible so that Virginia Tech may properly evaluate your capabilities to provide the required services. Offerors are required to submit the following information/items as a complete proposal:

I. Ability to Provide Services:

a. Provide a brief narrative statement (bullet points) describing the level of experience in providing similar services as described herein.

b. Identify your ability to provide and service various type and formats of continuations materials and subscriptions by checking in the appropriate field in Attachment C.

c. Describe your ability to provide and service continuations subscriptions from domestic and non-U.S. publishers; commercial and noncommercial publishers; be sure to mention exceptions and exclusions.

d. Provide evidence of fmancial stability for at least the last two years of the firm's operation to include credit rating.

9

e. Provide a brief description (bullet points) of the key individuals who would be assigned to any resulting contract, including contact information and experience.

f. Provide a brief narrative statement (bullet points) describing specific plans for providing the proposed service, including how and when the services will be perfonned.

g. Provide a narrative statement (bullet points) or statistical reports describing internal quality control procedures.

h. Provide sample invoices.

2. Pricing and Payments:

a. Provide pricing for all continuations as listed in Attachment D.

b. Comment on your willingness to hold pricing firm through the initial five-year contract period and all subsequent renewals.

c. Describe any terms and/or discounts applicable for one-line invoice payments, prepayments, deposit accounts, and other payment options.

d. Provide a brief narrative outlining how Virginia Tech's prepayment and/or current subscription payments are insured or otherwise protected. .

e. Provide a schedule of the payment, invoicing, and renewal cycle.

3. Reports:

a. Provide samples of all standard reports available as outlined in Section VI, G I and G2.

b. Indicate any applicable policies, such as cost or advance time, required for preparation of customized or nonstandard reports.

c. Provide an overview of the features of the subscription management database.

4. Four (4) recent references, either educational or governmental, for whom you have provided the type of services described herein. Include the date(s) the services were furnished, the client name, address and the name and phone number of the individual Virginia Tech has your permission to contact.

5. Small, Women-owned and Minority-owned Business (SWAM) Utilization:

If your business can not be classified as Small, Women-owned, or Minority-owned, describe your plan for utilizing SWAM businesses if awarded a contract. Describe your ability to provide statistical reporting on actual SWAM subcontracting when requested. If your firm or any business that you plan to subcontract with can be classified as SWAM, but has not been certified by the Virginia Department of Minority Business Enterprise, it is expected that the certification process will be initiated no later than the time of the award.

6. The return of the General Information Form and addenda, if any, signed and filled out as required.

VIII. SELECTION CRJTERIA AND AWARD:

A. Selection Criteria

Proposals will be evaluated by Virginia Tech using the following:

!0

1. Ability to provide service

2. Pricing and payments

3. Reports I Contractor's subscription management database

4. References

5. SWAM Utilization

B. Award

Maximum Point Value

40

20

15

15

10

Total 100

Selection shall be made of two or more offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the Request for Proposal, including price, if so stated in the Request for Proposal. Negotiations shall then be conducted with the offerors so selected. Price shall be considered, but need not be the sole determining factor. After negotiations have been conducted with each offeror so selected, Virginia Tech shall select the offeror which, in its opinion, has made the best proposal, and shall award the contract to that offeror. Virginia Tech may cancel this Request for Proposal or reject proposals at any time prior to an award. Should Virginia Tech determine in writing and in its sole discretion that only one offeror has made the best proposal, a contract may be negotiated and awarded to that offeror. The award document will be a contract incorporating by reference all the requirements, terms and conditions of this solicitation and the Contractor's proposal as negotiated. See Attachment B for sample contract form.

Virginia Tech reserves the .right to award more than one contract as a result of this solicitation.

IX. ADDENDUM:

Any ADDENDUM issued for this solicitation may be accessed at http://www.purch.vt.edu/html.docs!bids.php. Since a paper copy of the addendum will not be mailed to you, we encourage you to check the web site regularly.

X. CONTRACT ADMINISTRATION:

A. Ladd Brown, Head of Acquisitions, University Libraries, at Virginia Tech or hislber designee, shall be identified as the Contract Administrator and shall use all powers under the contract to enforce its faithful performance.

B. The Contract Administrator, or his/her designee, shall determine the amount, quantity, acceptability, fitness of all aspects of the services and shall decide all other questions in connection with the services. The Contract Administrator, or his/her designee, shall not have authority to approve changes in the services which alter the concept or which call for an extension of time for this contract. Any modifications made must be authorized by the Virginia Tech Purchasing Department through a written amendment to the contract.

XI. TERMS AND CONDITIONS:

This solicitation and any resulting contract/purchase order shall be governed by the attached terms and conditions.

XII. ATTACHMENTS:

Attachment A - Terms and Conditions Attachment B- Standard Contract Form Attachment C - Publication Types Attachment D - Subscription Pricing Schedule

II

ATTACHMENT A

TERMS AND CONDITIONS

RFP General Terms and Conditions

See http://www.purch.vt.edu/html.docs/telms/GTC RFP 050608.pdf

Special Terms and Conditions

I. AUDIT: The Contractor hereby agrees to retain all books, records, and other documents relative to this contract for five (5) years after final payment, or until audited by the Commonwealth of Virginia, whichever is sooner. Virginia Tech, its authorized agents, and/or the State auditors shall have full access and the right to examine any of said materials during said period.

2. AVAILABILITY OF FUNDS: It is understood and agreed between the parties herein that Virginia Tech shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement.

3. CANCELLATION OF CONTRACT: Virginia Tech reserves the right to cancel and terminate any resulting contract, in part or in whole, without penalty, upon 60 days written notice to the Contractor. In the event the initial contract period is for more than 12 months, the resulting contract may be terminated by either party, without penalty, after the initial 12 months of the contract period upon 60 days written notice to the other party. Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver and/or perform on all outstanding orders issued prior to the effective date of cancellation.

4. CONTRACT DOCUMENTS: The contract entered into by the parties shall consist of the Request for Proposal including all modifications thereof, the proposal submitted by the Contractor, the written results of negotiations, the Commonwealth Standard Contract Form, all of which shall be referred to collectively as the Contract Documents.

5. IDENTIFICATION OF PROPOSAL ENVELOPE: If a special envelope is not furnished, or if return in the special envelope is not possible, the signed proposal should be returned in a separate envelope or package, sealed and addressed as follows: VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY Purchasing Department (0333) 270 Southgate Center Blacksburg, VA 24061 Reference the opening date and hour, and RFP Number in the lower left corner of the envelope or package. If a proposal not contained in the special envelope is mailed, the Offeror takes the risk that the envelope, even if marked as described above, may be inadvertently opened and the information compromised which may cause the proposal to be disqualified. No other correspondence or other proposals should be placed in the envelope. Proposals may be hand delivered to the Virginia Tech Purchasing Department.

6. INDEPENDENT CONTRACTOR: The contractor shall not be an employee of Virginia Tech, but shall be an independent contractor. Nothing in this agreement shall be construed as authority for the contractor to make commitments which shall bind Virginia Tech, or to otherwise act on behalf of Virginia Tech, except as Virginia Tech may expressly authorize in writing.

7. INSURANCE: By signing and submitting a proposal under this solicitation, the Offeror certifies that if awarded the contract, it will have the following insurance coverages at the time the work commences. Additionally, it will maintain these during the entire term of the contract and that all insurance coverages will be provided by insurance companies authorized to sell insurance in Virginia by the Virginia State Corporation Commission. During the period of the contract, Virginia Tech reserves the right to require the Contractor to furnish certificates of insurance for the coverage required. INSURANCE COVERAGES AND LIMITS REQUIRED: A. Worker's Compensation - Statutory requirements and benefits. B. Employers Liability- $100,000.00 C. General Liability - $500,000.00 combined single limit. Virginia Tech and the Commonwealth of Virginia shall be

named as an additional insured with respect to goods/services being procured. This coverage is to include Premises/Operations Liability, Products and Completed Operations Coverage, Independent Contractor's Liability, Owner's and Contractor's Protective Liability and Personal Injury Liability.

D. Automobile Liability- $500,000.00

12

The contractor agrees to be responsible for, indemnifY, defend and hold harmless Virginia Tech, its officers, agents and employees from the payment of all sums of money by reason of any claim against them arising out of any and all occurrences resulting in bodily or mental injury or property damage that may happen to occur in connection with and during the performance of the contract, including but not limited to claims under the Worker's Compensation Act The contractor agrees that it will, at all times, after the completion of the work, be responsible for, indemnifY, defend and hold harmless Virginia Tech, its officers, agents and employees from all liabilities resulting from bodily or mental injury or property damage directly or indirectly arising out of the performance or nonperformance of the contract

8. NOTICES: Any notices to be given by either party to the other pursuant to any contract resulting from this solicitation shall be in writing, hand delivered or mailed to the address of the respective party at the following address

If to Contractor: Attention:

If to Virginia Tech:

Address Shown On RFP Cover Page Name Of Person Signing RFP

Virginia Polytechnic Institute and State University Attn: Roger Gupta VCO Purchasing Departtnent (0333) 270 Southgate Center Blacksburg, VA 24061

and

Virginia Polytechnic Institute and State University Attn: Ladd Brown University Libraries Blacksburg, VA 24061

13

ATTACHMENT B

Standard Contract form for reference only Offerors do not need to fill in this form

COMMONWEALTH OF VIRGINIA STANDARD CONTRACT

Contract Number: _________ _

This contract entered into this __ day of 20_, by , hereinafter called the "Contractor" and Commonwealth of Virginia, Virginia Polytechnic Institute and State University called "Virginia Tech".

WITNESSETH that the Contractor and Virginia Tech, in consideration of the mutual covenants, promises and agreements herein contained, agrees as follows:

SCOPE OF CONTRACT: The Contractor shall provide the ______ to Virginia Tech as set forth in the Contract Documents.

PERIOD OF CONTRACT: From __________ through _________ _

COMPENSATION AND METHOD OF PAYMENT: The Contractor shall be paid by Virginia Tech in accordance with the contract documents.

CONTRACT DOCUMENT: The contract documents shall consist of this signed contract, Request For Proposal Number ____ dated , together with all written modifications thereof and the proposal submitted by the Contractor dated and the Contractor's letter dated , all of which contract documents are incorporated herein.

In WITNESS WHEREOF, the parties have caused this Contract to be duly executed intending to be bound thereby.

Contractor: Virginia Tech

By:. ____________ _ By:-------------

Title.: ______________ _

14

ATTACHMENT C PUBLICATION TYPES

TYPES OF PUBLISHERS General circulation periodical publishers University presses University departments Scientific societies Private Corporations Government/Nonprofit Agencies Museums and Galleries Small Press Associations Individuals Non-paper format publishers

PLACES OF PUBLICATION United States Canada United Kingdom Continental Europe Russia and other Eastern European countries Latin America (Mexico and Central America) Asia Pacific Nations including Australia Africa South America Middle East

MATERIAL TYPES Periodical subscriptions Annuals, biennials, lesser frequencies Memberships with multiple titles Publishers' series (monographic) Combinations subscriptions with special publisher pricing Indexes and supplementary volumes offered as parts of subscriptions to be serviced automatically as part of the subscription Indexes and supplementary volumes offered separately and not as part of the subscription Electronic publications available in computer file format or remote access Microforms or other special formats

Will Provide

Will Provide

Will Provide

Cannot Provide

Cannot Provide

Cannot Provide

15

~,.-<.····.· .. ·.··- . •. _-_-.

nnf'~ ?725 Serial Print

1n~o 7'97_ _ Ser@I_Print

Serial Print

0003-8520 Serial Print

0066-622X Serial Print

1477-1500 Online only

nnnL1-L1RR7 _Onl~only_


1o Online only

1• 0 Online only

1471-6828 _ OnliflEl_ only_


1~· Online only

Online only



1532-690X Online only

1573::_2819 _On~ only

1 ~Ll~-?~'<n I 'only

v unline only

1 ~ -,a_"a'2 Online only



1479-5787 u11hm• only

1557-7430 OnliflEl_ only_

1531-8362 I 'only



1547-7398 Online only_

1 " 0" ~'"J7X_ Online only

1'"" A%" Online only

1 o .>-ouou Online only


1 Ll'<"-4373 Online only

nQ~L1-"<nn7 Online only

ATTACHMENT D Subscription Pricing Schedule

_ .--._--.... -·· -mtl~ .. ,;. ·0~·. ,;,;; ·_ -.~;· _ ···

Advances in lie A~. in i ~UVCI d~u 18 red hnnk< n H<'" ""iu .. al OUVC .. bco 0 &

Architectural rlin~><l

Architectural hi,

Asian affairs.

Asian ~"n"" . ·and

I . and space 11

ATLA '~""'u" database with ATLASerials (Unlimited users) A, •iourn~ ,

Avian

Avian I

Canadian -·· Chemistry and '' 'i~~ of carbon.

n

rnnnilin~ and_inotc .. ~linn

Coqnitive •and

&" IL~IP I i

"-" " & Zeitschrift fur n-•· Combinatorica.

Commentarii mathematici helvetici.

i orl"~~tinn

~omf11_lJI

DNA and cell ,,, 1atics I RIL<<ian 11. • of Sciences.

Drug I and disposition : the biological fate of

Du Boi.§_ "'' _. soc;ial i 1 on race.

_QukEl_ i in"m~l

Ethics

Ethnic and racial studies.

EL "''

"'' ,;, no

Euru""'"" jvu• ""' of clinical miv,. " & infectious

"'' o_f_C'!ini~~~ nutrition.

_Eillll_ & ' literature index IL _,

~ ·watch I from ProQuest Company. (2 users)

Prit.e

16

~ '~"jssN>'lJ?,;,. '~)Fe · •· Format ··. . · •·.· ·.·. ; . . ~::": ·~:~;;:: .c ';;~~ 'if~ --,•;

!h.· 2009 Price

Online only Package Gerontologist with Journals of gerontology: Series A-B

Database Historical New York Times (5 users) Holzforschung: Mitteilungen zur Chemie, Physik,

1437-434X Online only Biologie, und Technologie des Holzes.

1549-7860 Online only Human & ecological risk assessment

1423-0054 Online only Human development

1533-158X Online only Human dimensions of wildlife

1572-9915 Online only Human ecology.

1547-8181 Online only Human factors.

1432-1203 Online only Human genetics.

1938-3525 Online only Human orQanization,

1613-3722 Online only Humor.

1938-5587 Online only HVAC&R research.

1573-5117 Online only Hydrobiologia.

1435-0157 Online only Hydrogeology journaL

1573-9724 Online only liE transactions.

1432-1211 Online only Immunogenetics.

1943-5258 Online only Indiana University mathematics journaL

1466-1845 Online only Journal of Qeography in higher education.

1573-2916 Online only Journal of global optimization. Journal of homeland security and emergency

1547-7355 Online only management [electronic resource].

1936-8631 Online only Journal of hospitality marketinQ & manaQement

0276-3893 Online only Journal of housing for the elderly.

1550-6606 Online only Journal of immunology.

1553-166X Online only Journal of industrial and management optimization

1572-8889 Online only Journal of insect behavior.

1572-8145 Online only Journal of intellig_ent manufacturinQ.

1530-8138 Online only Journal of intelligent material systems and structures.

1479-9022 Online only Military balance.

1944-7744 Online only New York review of books. Petersons 4 Year Colleges and Petersons 2 Year

Print Package CoiiEl!JeS

1558-1470 Online only Philosophical review.

0953-6639 Serial Print Professional enQineering.

1096-2409 Serial Print Professional school counseling

0743-1643 Book Series Progress in mathematics.

1573-4943 Online only Protein journal

0149-7863 Serial Print Pushcart prize.

1531-4650 Online only Quarterly journal of economics.

1747-0226 Online only Quarterly journal of experimental psychology

1541-1117 Online only Reference librarian.

1556-3022 Online only Review of education/pedagogy/cultural studies.

0034-9593 Serial Print Revista hispanica moderna

17

~······ .. . " • •

~c .. . . · • Title:~ ·• "'Jrll; 1ft ,., ,,, I< .

RILM abstracts of music literature (1 user)

_O~on_ly_ Royal i r ofvo online G n?Rn-6291 Book_§_erie~ C\n<>ri~l no o i · Ro_yal i 'of rr

1060-071X Book Series "· ,, p, i 'for

0081-8224 Serial Print .C:toorliP, in I and i

1944-7973 Online only Water resr" """'" 1996-9732 Online only Water science and I

1573-2940 Online only Water, air & soil nnllution. Focus

1572-9834 Online only Wetlands and

0000-0191 Serial Print Who's who in American art n«f"' c.-,, nnlin" only Wind

1 '>d"-6927 _()nlir1~only_ VVI · nnrlfnlin

1572-834X Online only vvrreress I commu


14"' Online only Wood science and _,,

1420-9039 Online only Zeitschrift fur '" Mathematik und Physik.

1613-0103 Online only Zeitschrift fUr die alttestamentliche Wissenschaft

Online only Zeitschrift fUr "' I

Onlineonly -; lfur

1469-8730 Qnline_ only_ 7"nnl<>

18

VIRGINIA TECH UNIVERSITY

REQUEST FOR PROPOSAL #0007943

EBSCO INFORMATION SERVICES

P.O. BOX 2543 BIRMlNCHAM, AL 35202-2543

(205) 991-l2ll I , FAX (205) 995-1613

REESI-IERER Vice President, General Manager

April 2, 2009

Mr. Roger Gupta, VCO Virginia Polytechnic Institute and State University Purchasing Department (0333) 270 Southgate Center Blacksburg, VA 24061

Dear Mr. Gupta:

This letter is accompanying an attachment for our Response for Proposal #0007943 for Continuations Services for the Libraries of Virginia Polytechnic Institute and State University (Virginia Tech).

As I explained to you yesterday on the telephone, I inadvertently left out attachment D in our bound replies. You have allowed me to send to you under separate cover the attachment to be included in our RFP. I have, however, included one complete bound copy with the attachment included.

Thank you very much for allowing me to send you the attachment separately and for allowing EBSCO to participate in this process.

Warm regards,

Maressa Travis Contracts Coordinator EBSCO Information Services-Birmingham

RFP#0007943 Due Date 4/3/09 at 3:00

- --..-- - ------ ---

----- -------

1:31l~MJNCHAM, ALA !:lAMA 3520'1

_.1

ATTACHMENT D, Addendum to RFP #0007943 Subscription Pricing Schedule

ISSN Format Title

0065-2725 Serial Print Advances in heterocyclic chemistry

1058-7497 Serial Print Advances in taxation.

Serial Print Advertising red books. International advertisers & agencies.

0003-8520 Serial Print Architectural digest.

0066-622X Serial Print Architectural history.

1477-1500 Online only Asian affairs.

0004-4687 Online only Asian survey.

1432-0746 Online only Astronomy and astrophysics.

1572-946X Online only Astrophysics and space science

1875-8576 Online only Asymptotic analysis.

Database ATlA religion database with ATLASerials (Unlimited users)

1471-6828 Online only Online only Australasian journal of philosophy,

1758-1559 Online only Avian biology research.

1465-3338 Online only Avian pathology.

Online only Package Canadian entomologist

0069-3138 Serial Print Chemistry and physics of carbon.

1745-3755 Online only CoDesign

1532-690X Online only Cognition and instruction.

1573-2819 Online only Cognitive therapy and research.

1545-2530 Online only College & undergraduate libraries

1435-1536 Online only Kolloid-Zeitschrift & Zeitschrift fUr Polymere

1439-6912 Online only Combinatorica.

1420-8946 Online only Commentarii mathematici helvetici.

1479-5795 Online only Communication education,

1479-5787 Online only Communication monographs,

1557-7430 Online only DNA and cell biology

1531-8362 Online only Doklady. Mathematics I Russian Academy of Sciences


Page 1

2009 Price

Standing Order

Standing Order

1,289.00

39.95

127.00

318.00

267.00

3,485.00

4,326.67

2,000.00

Must be negotiated

190.00

515.00

565.00

Must be negotiated

Standing Order

239.00

626.00

1,169.93

199.00

3,862.82

564.92

430.45

334.00

274.00

2,768.00

2,849.96

1521-009X Online only Drug metabolism and disposition :the biological fate of chemicals. 373.00

1742-0598 Online only DuBois review: social science research on race. 160.00

1547-7398 Online only Duke mathematical journal. 1,607.00

1539-297X Online only Ethics 397.00

1466-4356 Online only Ethnic and racial studies. 663.00

1573-5060 Online only Euphytica. 3,330.68

0265-6914 Online only European history quarterly 627.00

1435-4373 Online only European journal of clinical microbiology & infectious diseases. 963.77

0954-3007 Online only European journal of clinical Must be negotiated

Database Film & television literature index (Unlimited Users} Must be negotiated

Database Gender watch I from ProQuest Company. (Z users) Must be negotiated

ATTACHMENT D, Addendum to RFP#0007943 Subscription Pricing Schedule

ISSN Format

Online only Package

Database

1437·434X Online only

Title

Package Gerontologist with Journals of gerontology: Series A-8

Historical New York Times (5 users}

Holzforschung: Mitteilungen zur Chemie, Physik,Biologie, und Technologie des Holzes.

1549-7860 Online only Human & ecological risk assessment

1423-0054 Online only Human development.

1533-158X Online only Human dimensions of wildlife

1572-9915 Online only Human ecology

1547-8181 Online only Human factors.

1432-1203 Online only Human genetics.

1938-3525 Online only Human organization,

1613·3722 Online only Humor.

1938-5587 Online only HVAC&R research.

1573-5117 Online only Hydrobiologia.

1435-0157 Online only Hydrogeology journal.

1573-9724 Online only liE transactions.

1432·1211 Online only Immunogenetics.

1943-5258 Online only Indiana University mathematics journal.

1466-1845 Online only Journal of geography ·m higher education.

1573·2916 Online only Journal of global optimization.

1547-7355 Online only Journal of homeland security and emergency management [electronic resource].

1936-8631 Online only Journal of hospitality marketing & management

0276·3893 Online only Journal of housing for the elderly.

1550·6606 Online only Journal of immunology.

1553-166X Online only Journal of industrial and management optimization

1572-8889 Online only Journal of insect behavior.

1572·8145 Online only Journal of intelligent manufacturing.

1530-8138 Online only Journal of intelligent material systems and structures.

1479-9022 Online only Military balance.

1944-7744 Online only New York review of books.

Print Package Petersons 4 Year Colleges and Petersons 2 Year Colleges

1558-1470 Online only Philosophical review.

0953-6639 Serial Print Professional engineering.

1096·2409 Serial Print Professional school counseling

0743-1643 Book Series Progress in mathematics.

1573·4943 Online only Protein journal

0149·7863 Serial Print Pushcart prize.

1531·4650 Online only Quarterly journal of economics.

1747·0226 Online only Quarterly journal of experimental psychology

1541·1117 Online only Reference librarian.

1556·3022 Online only Review of education/pedagogy/cultural studies.

0034·9593 Serial Print Revista hispimica moderna

Page 2 J


Page 2

2009 Price

1,190.00

Must be negotiated

2,036.78

898.00

698.00

314.00

Open Access

440.00

5,521.08

65.00

296.07

199.00

10,395.34

792.40

1,036.00

2,690.32

332.00

1,515.00

1,955.89

237.00

690.00

585.00

1,307.00

587.00

938.01

1,144.15

2,447.00

391.00

935.00

Must be negotiated

101.00

1,194.00

115.00

Standing Order

1,298.86

35.00

457.00

1,415.00

982.00

443.00

50.00

ATTACHMENT D, Addendum to RFP#0007943 Subscription Pricing Schedule

ISSN Format

Database

Online only

0260-6291 Book Series

1060-071X Book Series














Online only

Online only


Page 3 I

Title

RILM abstracts of music literature (1 user)

Package Royal Society of Chemistry online Package G

Special publication/ Royal Society of Chemistry.

Special Publication/ Society for Sedimentary Geology.

Studies in medieval and renaissance history.

Water resources research.

Water science and technology

Water, air & soil pollution. Focus

Wetlands ecology and management.

Who's who in American art

Wind engineering.

Winterthur portfolio.

Wireless personal communications.

Women.

Wood science and technology.

Zeitschrift fOr angewandte Mathematik und Physik.

Zeitschrift fUr die alttestamentliche Wissenschaft

Zeitschrift fOr Kristallographie

Zeitschrift fur physikalische Chemie.

Zygote

EBSCO Information Services Page 3

2009 Price

Must be negotiated

6,729.00

Standing Order

Standing Order

Standing Order

842.00

Must be negotiated

5,473.40

718.97

324.95

580.00

326.00

1,865.70

385.00

1,745.87

1,664.67

355.59

2,315.10

2,315.10

530.00

15;1.-tie] INFORMATION SERVICES

March 26, 2009

Mr. Roger Gupta VCO Virginia Polytechnic Institute and State University Purchasing Department (0333) 270 Southgate Center Blacksburg, VA 24061

Dear Mr. Gupta:

P.O. BOX 2543 BIRMINGHAM, AL 35202-2543

(205) 991-1211 FAX (205) 995-1613

REE SHERER Vice President, General Manager

EBSCO Information Services is pleased to have the opportunity to respond to the Request for Proposal #0007943 for Continuations Services for the Libraries of Virginia Polytechnic Institute and State University (Virginia Tech). EBSCO has been fortunate to serve many Association of Research Libraries, and we hope we will be able to continue to serve the Libraries of Virginia Tech.

Many of our services have originated from listening to our customers' comments concerning the future of libraries. We know there are many challenges facing libraries today and our development staff is hard at work to assist libraries in dealing with the purchase and management of their electronic content through development and continued enhancements of our Web-based services.

EBSCO is committed to offering ideas, visions and solutions that make information access and management simple for libraries and for their patrons. However, we recognize that our commitment to technology must not supersede our first prioritycustomer service. Customer service at all levels is the hallmark of our business. I think this philosophy towards service helps set us apart from other agencies.

Thank you for allowing EBSCO to again participate in this process. We look forward to the opportunity to answer any questions that might arise from your review of our response to this RFP.

Sincerely,

st~~~~~ Ree Sherer Vice President General Manager

BIRMINGHAM, AL/\l!AMA 35201

--- - --------c==--cc____c======'---'======

Virginia Tech University Libraries Request for Proposal #0007943


Sections Included in this Response

EBSCO's Response to Proposal #0007943 ........................................................... 1

Invoice Sample ........................................................................................................ 2

Report Samples ....................................................................................................... 3

Financial Stability Package .................................................................................... .4

Attachment 0 ........................................................................................................... 5

Financial Proposal ................................................................................................... 6

RFP #0007943

GENERAL INFORMATION FORM

QUESTIONS: All inquiries for information regarding this solicitation should be directed to: Roger Gupta VCO, Phone: (540) 231-4177, e-mail:[email protected].

DUE DATE: Sealed Proposals will be received until April3, 2009 at 3:00PM. Failure to submit proposals to the correct location by the designated date and hour will result in disqualification.

ADDRESS: Proposals should be mailed or hand delivered to: Virginia Polytechnic Institute And State University (Virginia Tech),

Purchasing Department, 270 Southgate Center (0333), Blacksburg, Virginia 24061. Reference the Opening Date and Hour, and RFP Number in the lower left corner of the return envelope or package.

In compliance with this Request For Proposal and to all the conditions imposed therein and hereby incorporated by reference, the undersigned offers and agrees to furnish the services in accordance with the attached signed proposal and as mutually agreed upon by subsequent negotiation. ·

TYPE OF BUSINESS: {Please check all applicable classifications). If your classification is certified by the Virginia Department of Minority Business Enterprise, provide your certification number: . For certification assistance, please visit:

http:/www.dmbe.state.va.us/swamcert.html.

~ Large

Small business- An independently owned and operated business which, together with affiliates, has 250 or fewer employees or average annual gross receipts of $10 million or less averaged over the previous three years.

Department of Minority Business Enterprise (DMBE) certified women-owned and minority-owned business shall'

also be considered small business when they have received DMBE small business certification.

Women-owned business- A business concern that is at least 51% owned by one or more women who are U.S. citizens or legal resident aliens, or in the case of a corporation, partnership, or limited liability company or other

entity, at least 51% ofthe equity ownership interest is owned by one or more women who are citizens ofthe United States or non-citizens who are in full compliance with the United States immigration law, and both the management and daily business operations are controlled by one or more women who are U.S. citizens or legal resident aliens.

Minority-owned business -A business concern that is at least 51% owned by one or more minority individuals (see

Section 2.2-1401, Code of Virginia) or in the case of a corporation, partnership, or limited liability company or other

entity, at least 51% of the equity ownership interest in the corporation, partnership, or limited liability company or other entity is owned by one or more minority individuals and both the management and daily business operations

are controlled by one or more minority individuals.

COMPANY INFORMATION/SIGNATURE: In compliance with this Request For Proposal and to all the conditions imposed therein

and hereby incorporated by reference, the undersigned offers and agrees to furnish the services in accordance with the

attached signed proposal and as mutually agreed upon by subsequent negotiation.

FULL LEGAL NAME (PRINT)

{Company name as it appears with your Federal Taxpayer

Number) EBSCO Industries, Inc.

BUSINESS NAME/DBA NAME/TA NAME

(If different than the Full Legal Name)


BILLING NAME

(Company name as it appears on your invoice)


PURCHASE ORDER ADDRESS

PO Box 2S43

Birmingham, AL35202

CONTACT NAME/TITLE {PRINT)

Ree Sherer Vice President/General Manager

E-MAIL ADDRESS

[email protected]

{10#)



(If different than ID# above)

PAYMENT ADDRESS

PO Box 2543

Birmingham, Al35202

SIGNATURE IN INK)

TELEPHONE NUMBER

205.991.1218

DATE

3/26/09

FAX NUMBER TO RECEIVE E

PROCUREMENT ORDERS 205.981-5178

EBSCO Subscription Services' response to

Virginia Tech University Libraries RequestforProposai#0007943


Statement of Needs

General The contractor shall service print and electronic periodicals, serials, publishers' series, online databases and other electronic resources, and continuing titles {hereafter together referred to as Continuations) for Virginia Tech's University Libraries. Service shall include the provision of all continuations, renewals and new orders, cancellations, handling of claims and regular invoicing.

EBSCO Information Services, will, if selected service print and electronic periodicals, serials, publisher's series, online databases and other electronic resources, and continuing titles for Virginia Tech's University Libraries. Our service will include the provisions of all continuations, renewals and new orders, cancellations, handling of claims and regular invoicing as set forth in Section VI, subsection A. through subsection L.

Specific Requirements Proposals should be as thorough and detailed as possible so that Virginia Tech may properly evaluate your capabilities to provide the required services. Offerors are required to submit the following information/items as a complete proposal:

1. Ability to Provide Services:

a) Provide a brief narrative statement {bullet points) describing the level of experience in providing similar services as described herein.

•!• For more than 65 years, EBSCO has been a provider of subscription services and today we are the world's largest subscription agent. As a privately held company, we reinvest our profits to better our business rather than focus on satisfying shareholders.

•!• EBSCO Information Services employs approximately 2,100 people who serve libraries worldwide from 32 offices in 23 countries on six continents. The EBSCO Regional Offices are connected through our international data communications network. Six ofthese offices are in the United States and are geographically dispersed to be near

customers to provide personal service. Each office supports a staff of field sales and service professionals.

•!• Most of the libraries served by the Birmingham Office are college/university, academic or academic medical libraries. These include 20 of the 21 Association of Research Libraries and 32 of the 38 medical school libraries located in the Southeast.

•!• As the leading subscription agent, our responsibility is to stay at the forefront of the industry. We do this by engineering services and products to simplify the management of our customers' subscription collections while continuing to provide the outstanding personal service for which we have traditionally been known. Throughout this overview you will find references to personal representatives who will service the library's account.

•!• For the past ten years, EBSCO, along with our customers, has experienced a significant change in the nature of our business. In 1999, less than 12% percent of the orders we processed included an electronic component. Today more than 65% percent of the orders we send to publishers each year include an electronic component.

•!• EBSCO focuses our services on assisting customers with their format of preference. We offer a wide range of services for managing the electronic format. EBSCONET, our online serials management tool, incorporates the tracking of activation and registration for electronic journals and provides an automated alerting service forejournal changes. We have added more than 50 data elements to the title file detailing publisher registration requirements and licensing terms and conditions. We have automated e-journal package renewals that recognizes the terms and conditions of each customer's publisher contract. Our customer service representatives receive intensive training on the handling of issues for electronic content. While EBSCO maintains our traditional print services like ordering, claiming, and paying publishers, we have refined those services and expanded on our role in the serials supply chain to incorporate thee-journal services needed by our customers. In addition, EBSCOhost provides access to more than 100 full-text and secondary reference databases, and offers a variety of customization features.

b) Identify your ability to provide and service various type and formats of continuations materials and subscriptions by checking in the appropriate field in Attachment C.

EBSCO Information Services' ability to provide and service various types and formats of continuations materials and subscriptions are noted in Attachment C.

c) Describe your ability to provide and service continuations subscriptions from domestic and non-U.S. publishers; commercial and noncommercial publishers; be sure to mention exceptions and exclusions.

2

EBSCO Information Services has the ability to order any title published anywhere in the world in any format, except where restricted by the publisher. EBSCO's title database contains information on more than 300,000 title listings, including more than 25,000 electronic journals.

EBSCO will manage all types of publications including but not limited to those listed in Attachment C unless a given publisher has a policy of not selling through subscription agencies or unless the publisher has a history of not supplying requested materials.

d) Provide evidence of financial stability for at least the last two years ofthe firm's operation to include credit rating.

EBSCO is a privately owned company, not publicly traded; therefore our financials are not publicly accessible. EBSCO is ranked in the top 200 of the Forbes list of the 500 largest privately owned companies in the United States and it carries a SAl rating from

Dun & Bradstreet, the highest in the industry. We are able to provide a financial stability package (letters from our independent auditors) in response to your financial disclosure request. If you should require additional financial information, it can be provided if a Virginia Tech representative is willing to sign a letter of confidentiality regarding this information. See Section 4.

e) Provide a brief description (bullet points) of the key individuals who would be assigned to any resulting contract, including contact information and experience.

The Birmingham office employs a staff of 84 dedicated professionals. There are 36 Customer Service Representatives; many have more than ten years of experience. EBSCO clients receive additional support from our field staff of 12 professionals who average more than 15 years of industry experience. Three of our field staff have their M LS degrees.

Vice President/General Manager-Ree Sherer Ree became the General Manager of the Southeast Regional office in June of 1990. Initially as the General Manager of EBSCO's Publisher Services Department and

Director of Academic Publisher Relations, he dealt primarily with the serials concerns of publishers. As Vice President/General Manager of EBSCO's Southeast Regional Office, most of his contacts are now with librarian. More than 26 years in the library industry has given him a broad perspective on the unique concerns of librarians, publishers and vendors.

Ree is involved in all aspects of delivering electronic journal information and

overseeing the entry of online journal orders on behalf of customers. He is a member oft he administrative management team responsible for designing customer reports and testing new online journal services with selected beta sites

3

and focus groups. Ree can be reached via email at [email protected] or by calling (205) 991-1218.

Sales Manager-Mary Sue Hoyle Mary Sue is the Sales Manager and Assistant Vice President of the Birmingham Regional Office. She began at EBSCO in 1992. Her duties as Sales Manager are to ensure proper training and guidance for Field Representatives from the Southeast office; she also provides help with all customers in the Southeast territory regarding our products and services.

Mary Sue is well informed about the services and features of EBSCO Online and the order and access procedures for online journals. She is familiar with the licensing assistance EBSCO provides libraries in her region and she is a familiar speaker at workshops and seminars on the issues surrounding electronic journals. Mary Sue's email address is [email protected]. Her toll-free number is (800) 633-4616 ext.

8365.

Account Services Manager-Merrill Smith Merrill is the Account Services Manager assigned to the Virginia Tech account. She has been with EBSCO for twelve years, is a degreed librarian, and is your consultant paid by EBSCO to personally assist with any serials needs.

Merrill will provide training on EBSCO systems as needed and will troubleshoot issues with the Libraries' accounts should they arrive. Merrill is well-versed on

subscription issues, including those with e-journals, publishers' bundled packages, and on EBSCO's services for serials management. She is available to visit the library as needed or to facilitate communication between the Libraries and the EBSCO office and/or service centers. Merrill can be contacted by email at

[email protected] or by calling toll-free at (800) 633-4616 ext. 9635.

Sales Representative-Steve O'Dell Steve has been with EBSCO for over five years and in the library industry since 2000. He is knowledgeable about all aspects of EBSCO Information Services including

electronic journals, e-resource access and management tools and databases. Steve will conduct presentations and demonstrations on a regular basis. He will oversee and assist the library throughout the contract period as well as visit the library to

discuss serials management reports, refine the services, and assist as needed. Living within his territory makes it geographically possible to visit clients on a regular basis. Steve also represents EBSCO at state and local conferences. Steve's toll-free number is (800) 633-4616 ext. 9720. His email address is [email protected].

Customer Service-Pam Zedaker, Manager Pam joined EBSCO in November of 1985 and has worked in a number of areas, including User Services and Publisher Services. She has served as a customer service

4

manager at EBSCO for more than 17 years, and her diverse experience in working with both publishers and customers gives her a broad understanding of the subscription industry from the publisher, vendor and customer viewpoints.

Pam is responsible for a staff of 36 highly qualified dedicated personnel. This department provides all necessary service on orders after they have been placed with the publishers. Each customer of EBSCO is assigned a personal customer service representative who is familiar with their account and who works with the publishers on their behalf. The customer service representative personally handles any problems concerning orders, delivery, claims, renewals, invoices, credits and any other aspects that pertain to the libraries' accounts. Pam's telephone number is (205) 995-1520. She can be contacted by email at [email protected].

Order Processing-Stephanie Bigbee, Manager Order Processing receives all orders and sets up handling procedures based on

individual customer requirements. Each account is put into our computer with billing and shipping addresses, special requirements, specific summary report needs and any other requirements. Experienced personnel receive and code orders, working online with our title file of more than 300,000 publications. They are provided with the most current information on prices, frequency, publication status and publisher information. Stephanie has been with EBSCO since 1996. She can be reached by email at [email protected] or by calling {205) 991-1223.

Accounts Receivable-Carolyn Etress, Manager Carolyn is the Manager of the Accounts Receivable department. Accounts Receivable is responsible for the collection of all outstanding invoices generated from the EBSCO Southeast Regional Office. Our online cash accounting system allows us to post all monies daily to accounts, ensuring the most up-to-date

information. Follow-ups are done 30 days from the date of invoice. Statements of accounts are generated on a monthly basis. A/R is also responsible for deposit account maintenance and prepayment activities. Carolyn has been with EBSCO since 2002. She can be reached via direct toll-free (877) 763-6347 or by email at [email protected].

Customer Service Representative-Dellene Winslett Dellene Winslett is the Customer Service Representative assigned to personally

handle any questions concerning orders, delivery, claims, renewals, e-journal access and troubleshooting, management reports, invoices, credits and any other aspects that pertain to your account.

Dellene has worked with libraries comparable to the Virginia Tech Libraries for over 33 years and is experienced in providing assistance with questions regarding electronic subscriptions. She has access to all EBSCO data concerning electronic journals and can quickly provide information regarding available versions and

5

combinations as well as price. Dellene also has access to invoice and order history records and can quickly locate information about a customer's electronic subscriptions.

Dellene can be reached via a direct toll-free number (877) 701-1208 or by e-mail at [email protected]. Dellene will be able to provide any assistance that you may need.

f) Provide a brief narrative statement (bullet points) describing specific plans for providing the proposed service, including how and when the services will be performed.

•!• EBSCO Information Services plans to provide library subscriptions for the Virginia Tech Libraries using dedicated customer service staff working under the structure of the Regional Office in Birmingham, Alabama, which is supported by the three primary service centers at International Headquarters described below. EBSCO currently serves many academic, medical and corporate libraries with their print and electronic subscription needs. Our commitment to adapt new technologies to our service is evidenced by our electronic journal services, licensing assistance program, and the linking capabilities between online journals and aggregated full text databases and other service providers.

•!• A team of specialists in the Southeast Regional Office will be responsible for handling all aspects of Virginia Tech's accounts including, ordering, claiming, ejournal activation and troubleshooting, adjustments, renewals, invoicing and payment.

•!• Support for all EBSCO Regional Office services is provided through three primary service centers at International Headquarters in Birmingham, Alabama.

Title Information Department The Title Information Department (TID) has more than 65 experienced individuals monitoring all information for domestic and non-domestic serials listed in EBSCO's title database. It contains bibliographic and pricing data on more than 300,000 title listings, including 25,000 electronic journals. All formats and media are included. With the support ofTID, the Southeast Regional Office is in a position to respond immediately to inquiries and to offer the most complete, current subscription information available. Virginia Tech can take advantage of the data gather by TID via EBSCONET, our online subscription management system.

• Publisher Services Department

6

Publisher Services (PS) maintains relationships with over 79,000 publishers around the world to ensure prompt and accurate order entry, payment and customer service. The 100 employees in Publisher Services interact with publishers on behalf of all EBSCO offices and serves as a central point of contact for publishers worldwide. Their many responsibilities include maintaining all checks and orders to publishers to provide proof of payment when necessary; providing a customer service representative for each Regional Office to assist with publisher inquiries and handling cancellations and refunds from publishers.

Information Systems and Services Information Systems and Services (ISS) is responsible for the day to day infrastructure support and for developing creative and innovation solutions to support customers, publishers and staff. ISS employs more than 300 staff members, with many highly trained computer

professionals in key areas. ISS's many departments (Quality Assurance, Web Development, Technical Support, and Network Control, to name a few) work as a team and are integral parts in providing the service that the Virginia Tech Libraries receive.

•!• EBSCO's in-house training team offers continuing Web-based training that is available at no charge to any library staff member. EBSCO's toll-free telephone

number is {800) 633-4604. Access to EBSCONET, our online communications system, is free of charge for all staff assigned to the Libraries' accounts.

g) Provide a narrative statement (bullet points) or statistical reports describing internal quality control procedures.

•!• EBSCO's Quality Control procedures begin as soon as a pro forma order is created for a new account.

•!• In order to make the pro forma as accurate as possible, EBSCO's Quality Control Department reviews each title on the pro forma against the current vendor's renewal list or invoice to ensure the accuracy of the title selected, volume

information and expiration date.

•!• If questions about the titles occur, Customer Service Representative Dellene Winslett will contact the library for resolution.

•!• After the necessary changes are made to the pro forma invoice, EBSCO will send the orders to the publishers and the invoice will be produced.

•!• Invoices for subscriptions to begin in January are normally released in early November unless otherwise specified by the library or publisher. EBSCO has

7

company-wide standards to measure and assess ongoing service quality within the customer service teams.

•!• Pam Zedaker, Customer Service Manager, monitors the performance of customer service and submits weekly reports to Ree Sherer, the General Manager, on the workflow status and currency of responses to customer correspondence.

•!• Our goal is to handle correspondence the day it comes in and maintain a current status on a daily basis. All customer correspondence should be handled within three days of receipt.

h) Provide sample invoices.

Based on feedback from library customers, EBSCO has recently redesigned our invoice. A sample version ofthe new invoice is attached in Section 2; however invoices are also available via PDF, Excel, or FTP for a load into your Integrated Library System.

2. Pricing and Payments

a. Provide pricing for all continuations as listed in Attachment D.

Please see Section 5 for pricing for continuations.

b. Comment on your willingness to hold pricing firm through the initial five-year contract period and all subsequent renewals.

It is EBSCO's intent to hold Virginia Tech's pricing firm. However, the pricing can be impacted-either positively or negatively-by the additions or deletions to the current mix of your subscription list. EBSCO will monitor the libraries' subscription list and notify the libraries if an adjustment in the service charge or discount is warranted.

c. Describe any terms and/or discounts applicable for one-line invoice payments, prepayments, deposit accounts, and other payment options.

EBSCO will provide a pro forma invoice for payment of the Libraries' account if desired or a one line invoice if preferred. A definitive invoice will be provided in November. The option of early pay of the renewal invoice will be offered to the Libraries. Early payment is stated as a reduction in service fee from a base rate depending on the date and amount of payment. The base rate is established for the titles that the University would order through EBSCO. By paying in advance of the invoice date, the effective service charge is adjusted downward.

8

The early pay option for Virginia Tech is detailed in the financial proposal letter accompanying this RFP. By taking advantage of this early payment program, the University will realize savings through a reduced service charge or discount. This reduced service charge or discount will be applied to all invoices, including supplemental and original (for standing order/billlater titles) throughout the year. Publishers' electronic packages will not be invoiced below retail.

d. Provide a brief narrative outlining how Virginia Tech's prepayment and/or current subscription payments are insured or otherwise protected.

Each year in the February/March time frame, we determine what the amount of interest we will pay on receipt of monies paid to EBSCO by libraries prior to October. This interest, which equates to a percentage reduction per month for early payment, is derived from reviewing the current market interest rates for secure governmentbacked securities such as United States Treasury Bills for three and four month maturities. We will always be competitive or a little higher than these rates as we want to provide incentive for the universities to allow the libraries to pay early and receive the benefit rather than have the universities' administration invest the monies elsewhere. These monies are set aside in a version of an escrow account where the monies are exempt from use for such things as operating expenses. If at any time Virginia Tech would like to have this money refunded, it is readily available.

e. Provide a schedule ofthe payment, invoicing, and renewal cycle.

Invoices are due upon receipt. A pro forma invoice is prepared and offered to the Libraries. This can be as a payment document and/or a renewal invoice. Early payment is stated as a reduction in service fee from a base rate depending on the date and amount of the payment. The base rate is established for the titles that Virginia Tech would order through EBSCO. By paying in advance of October, the service charge or discount is adjusted downward.

By taking advantage of the early pay option as detailed in the financial proposal letter in Section 6, Virginia Tech will realize savings through a reduced service charge or discount. This reduced service charge or discount will be applied to all invoices, including supplemental and original (for standing order/billlater titles) throughout the year.

3. Reports:

a. Provide samples of all standard reports available as outlined in Section VI, Gland G2.

9

Sample reports are attached in Section 3 for those requested in Section VI, Gland G2, with the exception of the Average Total Service Charge and Individual Service Charges. These can be produced upon request.

b. Indicate any applicable policies, such as cost or advance time, required for preparation of customized or nonstandard reports.

EBSCO's primary source of reporting is via EBSCONET, although additional reports can be requested through the regional office. Many EBSCONET reports are viewable immediately online. The remainder of reports is typically available within 24 hours. Reports viewed online can be sorted by sub-account. Reports can also be

downloaded in a variety of formats such as Excel, and tab- or comma-delimited which allows for the library to sort and limit the report results by criteria such as ship-to location or fund code. Reports requested through the office and delivered via FTP or e-mail offer the same flexibility. Reports can be requested by any user and sent to any location.

c. Provide an overview of the features of the subscription management database.

EBSCO will provide the Virginia Tech Libraries access to EBSCONET, our Web-based subscription service, at no charge. EBSCONET links the Libraries with the Birmingham office and International Headquarters and allows library staff real-time access to EBSCO's title database and the Libraries' current subscription orders and subscription history.

The database provides information on format availability, publisher restrictions, inclusion of a title in bundled packages (publisher packages, aggregated databases, and indexes). Each library will have its own EBSCONET account; a master account covering all libraries will also be available.

With EBSCONET, the Libraries can:

•

•

• • •

•

• •

Set varying levels of administrative rights for library staff (e.g., ordering, claiming, searching, etc.

Search EBSCO's title database of more than 300,000 title listings, including more than 25,000 electronic journals Identify key bibliographic information and view available formats for any title Link to access details and activation instructions for electronic titles Access comprehensive license details, including terms and conditions of publisher license agreements

Receive weekly updates on changes to your electronic journals collection via E-journal Updates Place orders online Retrieve financial data for current and past orders

10

- ----------------

• Claim missing issues online or access EBSCO's Missing Copy Bank • Use EBSCO's Interactive Claim Checker to track resolved and outstanding

claims • Process the renewal list online • Automatically generate customized subscription management reports,

including theE-journal Access & Registration Report, Summary of Publications and more.

• Track the activation and registration of electronic journals collaboratively with EBSCO

• Renew select e-journal packages online using the terms of your specific publisher contract.

EBSCONET is EBSCO's flagship product and is continuously being enhanced to meet the needs of our library customers, with particular emphasis on resources to assist with the access and management of electronic journals.

EBSCONET training by the Account Services Manager is provided to the appropriate staff at individual libraries at no charge. In addition, ongoing Web-based training is available to library staff as desired.

4. Four {4) recent references, either educational or governmental, for whom you have provided the type of services described herein. Include the date(s) the services were furnished, the client name, address and the name and phone number of the individual Virginia Tech has your permission to contact.

University of Virginia Dawn Waller 434-924-3912 [email protected] 2001--forward

University of Pittsburgh Dr. Rush Miller 412-648-7866 [email protected] 1996--forward

University of Kentucky Mary Beth Thomson 859-257-0500 ext 2143 [email protected]

20+ years

University of Georgia William Potter 706-542-0621 [email protected] 1993--forward

5. Small, Women-owned and Minority-owned Business (SWAM) Utilization:

If your business can not be classified as Small, Women-owned, or Minority-owned, describe your plan for utilizing SWAM businesses if awarded a contract. Describe your ability to provide statistical reporting on actual SWAM subcontracting when requested. If your firm or any business that you plan to subcontract with can be classified as SWAM, but has not been certified by the Virginia Department of Minority Business

11

Enterprise, it is expected that the certification process will be initiated no later than the time of the award.

EBSCO Information Services can not be classified as Small, Women-owned or Minorityowned. We offer the following:

• EBSCO is not a minority firm. • EBSCO has approximately 7S,OOO suppliers and has purchased at least $125

million of diversified goods from small businesses constituting roughly 50% of company purchases.

• EBSCO has purchased at least $5 million of diversified goods from womenowned businesses.

• EBSCO has purchased at least $1 million of diversified goods from minorityowned businesses.

• In terms of publishers with whom the library chooses to do business, it is our

estimation that 2/3 of the publishers we deal with would be considered small businesses.

• It is estimated that 200 publishing concerns will be women-owned businesses.

• It is estimated that 30 publishers will be minority-owned businesses.

We would like to respond by explaining that approximately 85 to 90 percent of EBSCO's costs are for the actual information purchased (journals, magazines, databases, series, etc.) The customer decides what they will purchase and therefore decides on the vendors (in this case the publisher) we contract for the bulk of our cost.

The next largest expense in the company is personnel. We utilize a direct-selling sales

force and this is personnel expense. We are an equal opportunity employer and seek to hire and retain the best people regardless of race, sex, color, origin, religion, etc.

We generally do not do a lot of subcontracting for the remaining small percentage of our overall cost. As a service business, we find we can keep better control of the quality of our services by handling in-house as appropriate. We write most of our software inhouse. Our huge mainframe computer and associated software and other hardware are also significant expenses and only a few vendors worldwide can handle them {IBM and Amdahl). Whenever subcontracting of services or other purchases are contemplated, EBSCO seeks first to find the best value, which demands we consider quality and price. We sell in a competitive marketplace that demands top service and competitive pricing. Accordingly we must find the best quality alternative at the lowest possible cost. By doing this we ensure quality and low cost to our customers. Our policy is not to discriminate nor show preference on the basis of race, sex, color, origin, religion, etc. As a result, EBSCO does not use that much contracted work {85 to 90 percent journal cost, 3 to 4 percent personnel and payroll taxes, interest cost, profit). If a SWAM

12

business meets our technical, quality, pricing, etc. specifications and requirements, EBSCO uses its best efforts to purchase from the SWAM for the particular service or product being considered.

6. The return of the General Information Form and addenda, if any, signed and filled out as required.

The required General Information Form is signed and included.

13

ATIACHMENTC

PUBLICATION TYPES

TYPES OF PUBliSHERS General circulation periodical publishers

University presses University departments

Scientific societies

Private Corporations

Government/Nonprofit Agencies Museums and Galleries

Small Press

Associations

Individuals Non-paper format publishers

PLACES OF PUBliCATION United States

Canada

United Kingdom

Continental Europe Russia and other Eastern European countries

latin America (Mexico and Central America)

Asia

Pacific Nations including Australia Africa

South America Middle East

MATERIAL TYPES Periodical subscriptions

Will Provide YES

YES YES

YES

YES

YES

YES

YES

YES

YES YES

Will Provide YES YES

YES

YES YES

YES

YES

YES YES

YES

YES

Will Provide YES

Annuals, biennials, lesser frequencies ___cY.=E=.S ____ _

Memberships with multiple titles ___cY.=E=.S ____ _

Publishers' series (monographic) ___cY.=E=.S ____ _ Combinations subscriptions with special publisher pricing ___cY.=E=.S ____ _

Indexes and supplementary volumes offered as parts of YES subscriptions to be serviced automatically as part of the subscription

Indexes and supplementary volumes offered separately and not as YES part of the subscription

Electronic publications available in computer file format YES or remote access

Microforms or other special formats YES

Cannot Provide

Cannot Provide

Cannot Provide

lil:~iitt] INVOICE INFORMATION !~ftVICfS

P.O. BOX 2543 /800/633-4604 /205/991-1211 ~IRMINGHAM, AL 35202 FAX/205/995-1613

BILL TO: SEND MAGAZINES TO:

ION IN TEACHER EDUCATION SSN # 0162-6620 S WITH/ ASSOCIATION OF

EDUCATORS MEMBERSHIP TEACHER EDUCATORS

RICAN BIOLOGY TEACHER

ISSN # 0002-7685

YEAR ONLY OF BIOLOGY TEACHERS 11445

1 YR

ICAN HERITAGE /**/ 1 YR

ISSN # 0002-8738

ILEY & !LEY-BLACKWELL

0936078

20-10

PRICES.

Nat duo upon ronipt. L~to poymanl will ineur a c•rrying ch.rgo of 1% per 30 d•ys until paid. Pay this invoic• in full. This invoico Is .submlttad to you by EBSCO in its capacity as your t~gent, EBSCO guuanteus payment to 1111 publishars.

ORIGINAL INVOICE PLEASE AllOW DOMESTIC PUBLISHERS 60 TO 90 DAYS FROM DATE OF INVOICE TO BEGIN SERVICE.

\

I

EBSCO'S FEDERAL 1.0. NO 63-6014166 eeS-4o-1 EBsnn

BILL TO:

INVOICE P.O. BOX 2543 /800/633-4604 /205/991-1211 BIRMINGHAM, AL 35202 FAX/205/995-1613

SEND MAGAZINES TO: 20-10

+

~ut>L ... JuLI E SCHAFFER

/NAEA/

0004-3125 WITH/ NATIONAL ASSOCIATION

;,'iNCANCENAEA NEWS N\ LLABLE

CURRENT ISSUE EDUCATION ASSN

1 YR

1 YR

Nut du~ upon receipt. Lat; peymunt wUI incur c curying cb.rga of 1% pur 30 dcys .until paid. Pt~y this involcG in full. This invoice 'is submitted to you by EBSCO in its capacity as your ;agent. EBSCO gu:~~rantus payment to all publishers.

EBSCO'S FEDERAL I.D. NO 63-6014186 EBS·40~ 1

ORIGINAL INVOICE PLEASE ALLOW DOMESTIC PUBLISHERS SO TO SO DAYS FROM DATE OF INVOICE TO BEGIN SERVICE.

BILL TO:

INVOICE P.O. BOX 2543 /800/633-4604 /205/991-1211 BIRMINGHAM, AL 35202 FAX/205/995- Hi 13


ORIGINAL INVOICE PLEASE AllOW DOMESTIC PUBLISHERS 60 TO 90 DAYS FROM DATE OF INVOICE TO BEGIN SERVICE.

11

ANTIC MONTHLY - PRINT+ ONLINE - UP TO 3 USERS /FOR 1-5 COPIES7 /SURFACE MAIL/

ISSN # 1072-7825 ANTIC MONTHLY GROOP

IOLOGY DIGEST /INCLS/ CUMULATIVE INDEX

ISSN # 0095-2958 COMBINATION

1)*MUST B/W SEP TION TODAY/PLEXUS lNG INC

IOLOGY DIGEST - CUMULATIVE INDEX /SURFACE MAIL/

ISSN # 0095-2958 /COMES WITH/ BIOLOGY DIGEST

1)*MUST B/W SEP NFORMATION TODAY/PLEXUS

ISHING INC

IRMINGHAM NEWS /SUNDAY/ /BY MAlL/

ISSN # 0899-0050 IRMINGHAM NEWS POST HERALD

COLLEGIAN

ISSN # 0192-3757

COLLEGIAN MAGAZINE

Net due upon receipt. late payment will incur a carrying charge of 1% par 30 day$ until paid, Pay thir in'o'oicv in lull. Tilir invoice is submitted to you by EBSCO in it~ c•pacity cs y11ur agent. EBSCO gnrllntus paymant to all publishers.

EBSCO'S FEDERAL I.D. NO 63-6014186

BILL TO:

INVOICE P.O. BOX 2543 /800/633-4604 /205/991-1211 BIRMINGHAM, AL 35202 FAX/205/995-1613

co BULLETIN NEGRO HISTORY

1938-6656 .WITH/ OR THE STUDY OF CAN LIFE AND RSHIP


~-~''""'U~IIJ, YEAR ONLy *SEHIND SCHEDULE

SVCS 525 BRYANT ST

SCHOLAR

ISSN # 0006-4246 NONCANCELLABLE

NDAR YEAR ONLY K SCHOLAR PRESS

LINKS

ISSN.# 1055-4742

ICAN LIBRARY CIATION/AMERICAN LIBRARY AS

# 0006-7385 REFERENCE BOOKS

ION IBRARY

IATION/AMERICAN LIBRARY A

NUED ON

1 YR

ORIGINAL INVOICE PLEASE AllOW DOMESTIC PUBliSHERS 60 TO 90 DAYS FROM DATE OF INVOICE TO BEGIN SERVICE.

INVOICE P.O. BOX 2543 /800/633-4604 /205/991-1211 BIRMINGHAM, Al 35202 FAX/205/995-1613

BILL TO: SEND MAGAZINES TO: 20-10

DAY /**/

ISSN # 0043-7336

FlliPACCHI MAGAZINES

,.-... ~,, .. !~:":, __ - PRINT+ ONliNE -ACCESS /FOR US

0043-9134

YOUNG CHilDREN- REGUlAR SUBSCRIPTION /FORMERlY/ YOUNG CHilDREN /FOR INSTITUTIONS/

ISSN # 1538-6619 B/W CURRENT ISSUE ASSN EDUC YOUNG

DREN/NATl ASSN EDUC YOUNG OREN

l YR

111•1 d~• upon r.,c.,ipt. latG paym•nt will incur a curying charg• of 1% par 30 day~ until paid. Pay this invoice in fu!!. This invoice is submittad to you by EBSCO In Its capacity as your agent. EBSCO guar.utaes peym;nt to el! publish;rs.

EBSCO'S FEDERAL 1.0. NO 63-6014186 EBS·40· 1

ORIGINAL INVOICE PLEASE AtLOW DOMESTIC PUBliSHERS 60 TO 90 DAYS FROM DATE OF INVOICE TO BEGIN SERVICE.

7

CUSTOMIZED BULLETIN OF SERIALS CHANGES

This monthly report details changes to titles on your subscription list. The report is organized by type of change (title changes, merged titles, etc.) and is indexed for easy reference. The Bulletin can save you time, especially if you subscribe to more than 500 titles, because it allows you to review serials information changes that apply only to your collection. This report can be received via

EBSCONET® or by contacting your Regional Office. Also available is the EBSCO Bulletin of

Serials Changes (EBOSC), a comprehensive report containing title change information provided by the publishers, which can be accessed via EBSCONET.

lij*tl[•i INFORMATIOU SERVICES

:>.0. UOX 2S43 i !l00/633-4E04 I 205/9511-1211 lllJ{[•llMJIJA.'I, AL 35202 !!AX/ 205/995-16:3

EBSCO CUSTOMIZED BULLETIN OF

ES OOOOf.\00 F.R\',CO CU5'l'Q~I'F:Tl '!ili'ol{P.

CU5'1'0~1RR O,DI)tlF:f\5

Biru1INGEI\t!, i'.L 352<l.4

SERIALS CHANGES

EBSCO CUSTo:\ITZED REPORT OF SERII1: JiJl:lE 30, 20XX

P.O. EOX 2543 i 1300/6)3-iJ60'l / 205/991-1211

'l'l!lS RE1'0R'I' CON'l'Al.:~S It-lf'OIU1ATlO!i llROUGJrr TO OUR A'£'l'EN BiffiHNGH.';Ji, .l',L 35202. FAXJ 205/9515-16:i3

lij:\."(iti 11-lF<)RMATION .~FI!VICES

Tl!E M0N11I EtiDHlC ON THE DhTE 1'J30VE.

TJ::ERE ARE POS.SIIlLY Tt-JE!.VE SECT.IONS TO TIIIS !EPORT. 'rl

EBSCO CUSTOMIZED BULLETIN OF

SECTIOI>J 1 - DELIVERY PROBLE:l·lS £Et:T.IO~l 2 - r'RllRUEilCY CHANGE~

SEl:TION ) - OI.!:iC'OUitTI!:J TITU::l:i

SECTION 4 - OU.Sl'ENDEO TITLES

SERIALS CHANGES

5ECTION 5 - Sl':!:.IT TITLES

SECTJ:ON 6 - ~IERGED TITLES

SECTJ:ON 7 - li11ME CHA!fGES

DELIVERY 1'-ROBLEltS

SECTJ:Oil ~ - RESOHPTION OF PU TJTTol'l SEC-TION ~ - ~IISCEC.L.'JrEOUS Hb

SECTJ:Oll 10 - NE!~ TITLES J0fi04~02.4 ILS 101415B SRC1'TON ·11 - ;o.n[)T'T'TQAAlo VQT.Ul

SRC-l'TQN 17. - 1'T1'~.F. NlU·ffiF.ll CR 411905200 IM..li.GIHG - ONLINE

IP ANY SECTION IS NOT INCLUDED, NO ACTIVITY OF THE S TOOK PLACE, THE REPORT COVERS hLL TITLES ON O:RDER iii TO REDUCE ITE~I BY P.EVIE~1 OF ~liSCELLiUlEO\JS PUBLISHER l

PLE.'\SE tlOTE THAT HANY PUBLISHERS DO NOT H-lFORJ.I US OF WE DO NO'l' SU.OSCfUl<E: 'l'O ALL JOURNALS, l~Ll DE:PErllJ ON OU TllB QUMl'I'~ OP INPORNATIOll Slll'PLlED D~ tHIS MPOfl'l' All PLE:ASB ~'BBL l''lllill '1'0 CN'.I'il.C'.J.: US .!i' YOC Rll.Vll ~!OR!!; CUR.REN

BC·779025

IN THIS REPORT SO 1'BAT 1\.LL LIBRt.RY CUSTOUERS Cll.lol BENE 47336 1244 INl."ORl'lt.'IIOJi'. PLlll\SE CALL K.'\RSN WATSON Otl OUR TOLL-F.RE (SOO) ~33-6088 m.TU n~!'OliJ.IATION YOU FEDL J.l!LL BE l!E.L AS THE LA$T PAGE OF TH~S REPORT TO FO'FNIS!i US \'IITl! 14

ILS 1[}02181

ISSN OD46-945fl0 INQUIRY - IL - PRINT + ONLIUE

:n.s 1009618

I:SSN 1061-828:!!: J"O!JP.:ti .... L OF CHILO & ADOLESCENT

SUBSTANCE llllUSE - PRINT -r OliLINE

ILS 1169968

H3i:>5181 ISSN 0912-0009 JOURN .... L OF CLHIICAL

BIOCHEHISTRY AND NOTRITION

476(!10015 It;SN 0894-6566 JOURNll.Io OP ELDER ll.BUSE &

NECLECl - l'RlU'!' + ONLUlE :ILl;; 1142136

D6/0l/20XK THROUGH 06/30/~I}XX ES 00000 PAGE

PUBL.

POOL BEHIND SCHEDULE AS OF 015-07-KX., VOL 18/20XX_I #7. TJ11ST TSSUF: PUBJ,. #3

EXPECTED SEP 20XX. VOL 11 #4 NO'I ~ET FUEL.

PUBL BEHIND SCHEDULE AS OF 06-11-XX, PF.INT/ONLINE

VOL 44/20XX/ #L LAST ISS PUBL.

" PUBL BEHIND SCHEDl!"U: AS OF 01-15-XX, PRINT/ONLINE

VOL 16/20XX-XX/ #1 LAST ISSUE l'UBL. #2 .EXPECTED I•IAR 20XX.

PUBL BERINO !;Clll'lDOLf:

AS (lF 06-19-XX, VOL -I0/20XX/ #3 LAST ISSUE P~BL.

"' PUEL BEHIND St;HEDULE

AS OF 05-03-XX, PRINT/ONLINE VOL lB( ZO.XX! ll'l .l..'I.S'l' l.SS l:'JfJL.

The Summary of Payments Report by Title indicates the total annual charge for each title ordered through EBSCO. Payment information is shown for a selected date range or fiscal year.

SUMMARY OF PAYMENTS REPORT

The Standing Order/Bill-Later report is shown as a separate report to help project the amount you will spend on unpriced titles. The report is produced to

show all payments made by title. Either report can. be produced by title (shown here), subscriber or department code (REGIS). The electronic file is by title only and is available via EBSCONET, e-mail or FTP.

ES-00000-00

TITLE CODE/ TITLE NAME

005-632-005 ACCOUNTING REVIEH

005-632-021 ACCOULiiTII1G REVIE'I-i C-li

ACCOUNTING E:IORI.ZONS &

ISSUES IN ACCOutfTING EDUCATION

006-~:1<16-000

ACROSS THE BOARD

006-897-235 ACS LEGACY l'..RCHIVES - ONLINE

/FORHERLY I ACS JOURNAL ARCHIVES Dl\TADSE - OU:Litl:S

007-385-008 ACl'A ?JUTHelETICA /J>J..L EXCEPT

EU~OPE:/

007-41B-007 ACTA ASTRONOlUCA

2385 TITLES PRINTED

SUB/ QTY

AA l

A.' l

M l

AA 1

AA l

AA 1


SUW·!i\RY OF PAYl·tENTS REPORT BY TITLE FOR 12/05/20XX TO 07/14/20XX

INCLUDING ADJUSTMENTS FEl.OM 12/20XX TO 07/20XX

INVOICE( TERH/ START HEGIS ADJUSTHENT REASON ORDER # FREQ DATE

0037003 OR BAJ\. Y.J036430

0037003 001 YR 01/0l/20XX BAA YU30063 OR

0037003 llOl YR Ol/01/20XX BAM

Y4137674 IR

0037004 OR CHE Y4036714 STANDING ORDER

003?005 001 YR 01/01/20XY. ""' Y4158439 OR AATE 1\.DJUSTHEriT

0037003 001 YR 01/0l/20XY. PI!Y Y4060643 OR STANDING ORDER

UlUT RTL/ EXTD RTL/ DJ.tCM NO. l\DJ. l\MT.

550.00 550.00

b9.00 69.00

S~'AtlOING ORDER 2688.00 000097340 ----------

2688.00

599.50 599.50 000055835 124.10

----------123.60

~liLL BILL LATER 000071400 192.77

----------192.71

287 ADJUSTI1ENTS FRHlrED ACCOUllT ·TOTAL RETAIL ... _ •. , •. ,_,__ 538257.12

ACCOUNT TOTJ\L ADJUSTMENTS •. ~. 3nll.%

ACCOUNT SUB-TOTAL,., • .,, ... ,. .. """''--· 577469. OB PLUS SERVICE CEARG}L ........... -.... 20798.68

1\.CCOUHT GRAUD TOT&..-·-·····--· 598267.76

---------------------------------------------.~.~-~. -~~~~=

LIST OF MEMBERSHIP TITLES

This report lists membership titles ordered through EBSCO and all other titles that come with the membership. The List of Membership Titles simplifies the management and tracking of

membership subscriptions in your collection. It is available on EBSCONET, via e-mail, FTP or as a printed report.


TITLE NUMBER

022-518-005

022-576-995

084-371-384

037-423-001

277-677-852

395-419-005

039-317-003

240-146-696

658-818-109

EBSCO INFQR}mTION SERVICES

LIST OF MEMBERSHIP TITLES FOR ACCOUNT NUMBER ES-00000-00

TITLE DESCRIPTION

AFRICAN STUDIES ASSOCIATION HEMBERSHIP

AFRICAN STUDIES REVIEN

ASA NE~JS

AV~RICAN ASSOCIATION FOR STATE & LOCAL HISTORY MEMBERSHIP

DISPA~CH - NASHVILLE TN

HISTORY NE\\fS

M~ERICAN CORRECTIONAL ASSOCIATION J'>-IEMBERSHIP

CORRECTIONS TODAY

ON THE LINE - MD

PAGE NO: ] RUN DATE: 07/17/20XX

ISSN: 0002-0206

ISSN: 0278-2219

ISSN: 0363-7492

ISSN: 0190-2563

ISSN: 0190-2571

COMBINATION SUBSCRIPTION REPORT

The Combination Subscription Report lists titles that are included with another title on order with EBSCO. The additional titles are usually part of a publisher-determined group; in some cases they can be selected by tbe customer.


PAGE NO: 1 RUN DATE: 10/03/20XX

TITLE NUMBER

000-538-314

000-857-060

005-632-021

005-632-005

005-546-031

456-153-816

018-310-000

OIB-349-243


COMBINATION SUBSCRIPTION REPORT ACCOU~T NUMBER ES-00000-00

DESCRIPTION

AAPG BULLET I ~1 - PRINT + OI~LINE /SURFACE 11AIL/

ABACUS - ENGLAND - PRir~T + ONLINE STANDARD ACCESS /FOR ANERICAS/ /SURFACE MAIL/

ACCOUNTING REVIEW C-W ACCOUNTING HORIZONS & ISSUES IN ACCOUNTING EDUCATION

ACCOUN7ING REVIEW

ACCOUNTING HORIZONS

ISSUES IN ACCOU11TING EDUCATION

ADVERTISING AGE/INCORPS/ M1ERICAN DEMOGRAPHICS/&/ POINT 11AGAZINE/REGOLAR MAIL/ \CRAHf\

ADVERTISING AGE & POINT

ISSN

Ol19-It123

0001-3072

0001-41326

0888-7993

0739-3172

0001-3899

EBSCO'S MONTHLY CLAIM CHECKER

EBSCO's Monthly Claim Checker" provides you with a monthly review of active claims. The Claim Checker reminds you when follow-up claims are due, eliminating the need to maintain follow-up records. All claims more than 30 days old are listed in alphabetical order. Therefore, any claims you have made within the last 30 days will not appear on the

Claim Checker. Known delivery problems are printed below appropriate titles to keep you informed and to help you avoid unnecessary claiming. Replies from the publisher can be shown when available, and titles available through the EBSCO Missing Copy Bank® display an "MCB" designator.

EBSCO'S MONTHLY CLAIM CHECKER® PAGE 2

EBSCO INFOR11ATION SERVICES SUBSCRIBER AA 06/28/20XX BIR.lHNGHAI-1 ACCOUNT ES-00000 MM/DD/CCYY P.O. BOX 2543 TEL: (205) 991-1121 BIRMINGHAI•1, AL 35202-2543 FAX: (205) 995-1613

TITLE# FREQUENCY

TITLE OF PUBLICATION CLAIM# CLAIM DATE COUNTRY ORIGIN CLAIM EXPLANATION

ORDER#

085832384 ASIAN FISHERIES SCIENCE - 1 CLAIMED: 05/03/20XX QUARTERLY PRINT + ONLINE LISTED ISSUES NOT RECEIVED PI VOL: ISSUE 19:1-2 20XX MAR Y4480710

ISSN: 01166514 PUB!. REPLY; ISSUE(S) SENT 03/20/XX FROM THE PHILIPPINES 2-4 MOS DELIVERY

SEND FOLLO"t-1-UP CLAIM __ DO NOT SEND FOLLOW-UP CLAIM, BUT RELIST

549167807 MARINE & FRESHWATER RESEARCH - 1 CLAIHED; 05/01/20XX MONTHLY PRINT + ONLINE WITH UP LISTED ISSUES NOT RECEIVED AU CHARGE - MULTIPLE SITE /ALL V 58 20XX X6736297 EXC AUS NZL CEC GBR/ /INST/ PLS SHIP TO CUSTD1,1ER &

INVOICE EBSCO

ISSN; 13231650 SEND FOLLO\i-UP CLAIM --DO NOT SEND FOLLOW-UP -- CLAHl, BUT RELIST

909306003 TROPICAL FISR HOBBYIST 1 CLAH.lED: 05/03/20XX MONTHLY LISTED ISSUES NOT RECEIVED us VOL: ISSUE 55:8 20XX APR A3096364

ISSN: 00413259 __ SEND FOLL0\>1-UP CLAIH

DO NOT -- SEND FOLLOW-UP CLAIM, BUT RELIST

*END*

EBSCO'S INTERACTIVE CLAIM CHECKERTM

EBSCONET customers have the option to work claims entirely online using the interactive Claim Checker~. The interactive Claim Checker allows customers to adjust their Claim Checker reports online anytime during the month and create follow-up claims themselves. The interactive version updates information continuously, not just monthly, to provide the most current status of each of your claims. The advantage of using EBSCONET's Claim Checker

EBSCONJ<:r --... ~~

Claim Checker

~·o-re:~' IESOOOQ0-013

f<l'l"; jT,!Iali""'~

'""'! jont!'lllurr.Nor

JOU@N!I!l Op G!OMIIRJ

is that any changes made by the customer are immediately reflected. Contact your Regional Office for availability of the Monthly Claim Checker and interactive Claim Checker*.

* EBSCONET customers who opt to use the interactive Claim Checker will no longer receive the PDF version of the Monthly Claim Checker.

.______, '

V.t:12 NO.l/2 J20XXJ,.l<.l) V~ NO. 1/l]Nl<X/,'.A-.'1]

·~·

•loa OffEBSCOC.CNMt.

Q7/lllroxx .o.b07:<'~ Pcre<:~Mf\iol ju~Ac:liao-o::::J ""''::l"'nl:.>-.1

C7/IC/::IOXX ~~~=!

(Jli\P/'ZOXX ~¢2WOOI

"~r>l""""'""'"..t VIC:CfM~~=

WolN!>1Sv"* <'e-<'OICb"'S"

Pe<Gl./11 Vole2

'~ ~"~c·o:•!f!:1:llf'"iiiS

"' ACTA M!C!fAHIC& cc:et-~HO >A pU!ODIC.Al3ti~P! VOt.:~UE l!l7:1J~JZ:<X 00121/~:;,>(JI: ,<!();,:;~ F';(,plcc"'rr"'"' lll.,~i!JSG"'

li.UlAII.eH INJtiV.IWI..lgUo;;AllQH

~g_~_c_~,!_~~-~!.!_~N_!.!,_O!!_I,!~~

~!Q!;;lU!ItH<; SU l~l !2!1!.1 ;gs:; !il! fltiNIJJR:Qit.=.ll~ $elf'IC:U • ~IUNT• ONtiNl

~miliA t•l•wcA

mrut• IN m''"u ctnm••

~~~-~-~~

CC3.xl~.M

~21M

e!IU-S:O~

M

M

~ !UIO!)ICAUfUn V.91, X>XX:P!fh,';.;;:..,"l<O m

Q~/.Jl/:.'~

'"0112/~

{10./12/;.<0XX

e~/111:~

ij~/lll'iOXX

.......,~~.,~

A.."'/96:!<7

·~':'~

l:lZ\.111(;

v~·~2;e1

o: • .-~~~·""·"' '""'•1•1 •• ,.j [U3AcMn::::J

[11~~3

SUMMARY OF PUBLICATIONS ORDERED

The EBSCO Summary of Publications Ordered report contains subscriber and title details for an ordered publication, including publication packages or consortia information. Open-access title information, frequency terms, quantity, start or renewal date and more are also included. This report can be produced as an electronic file or by various sort options in print including:

By title (shown below) -listing your subscriptions in alphabetical order. To the right of each title is a list of all subscribers or ship-to addresses for that particular title.

By internal identification number (HEGIS Identifier) -listing in alphanumeric order those unique internal identification codes that are often used to identify departments, divisions or cost centers. To the right of each code is a list of all subscriptions ordered for that particular identification number.

.j II

By price - listing all publications ordered through EBSCO in descending price order. This helps you identify the most costly publications in your collection.

Combined accounts - this report can prove useful to your library or organization in several ways:

• • •

provides a comprehensive list of titles identifies duplicate subscriptions serves as a location tool for titles within an institution or consortium.

The report is available in various file formats via e-mail, FTP (File Transfer Protocol), via EBSCONET or print. Customized sorts are available for the print version.

.Leg off IEBJCO~

~)[...,..:t f~:Tii•·N~H:~'-)[S'Uble'ribfl~Ciid.:r:: iUMi~[iiEGf:~:."~l.:':~·:-:Sicini.K~!l"~'::::,·,:t::i'i.S_-iiun.b-.,.f']i;Pft;i'G'f~-~.siM<iGfNCiiM'J

I£SQQOOQ_·_0103 r-- r ~;Xect l~;rw:! CIXI& 1 HliOGIS

8COGCQM¥!UE!! o•!NION "'YU!

OCb- 1014- F-!i1t C::ldRe_;;ule, 11/2'9/2-:iM 051:/B.QOXX 1 _,.!- .!61)( (110~1

.a.:l2l ~~...e:»eJ

~~ !~;Jutcr OliOI/Z>~XX 12131f20X~ I Y~ar R~'l.,wcl roJ2.1.'13 ll/29/'lOXX. 200.% l.l> -"~r.:u9 •:!J o~1.:~r

IDSTORICALPRICEANALYSIS REPORTS

The Historical Price Analysis Report compares your current ordering records to EBSCO's previous price file. The report reflects changes in prices over a specified period of time and provides percentageof-change comparisons. The electronic file shows only titles with five years of pricing data. The print version has two sections: one with all titles for which EBSCO has price data for the last five years and one


with newer titles for which EBSCO has price data for between two and five years. The Historical Price Analysis Report is available in a variety of sort sequences including by title (shown here), department (HEGIS), price, Library of Congress Classification, publisher, subscriber and country of origin. This report is available as an e-mail attachment, on EBSCONET, via FTP or print.

HISTORICAL PRICE ANALYSIS BY TITLE CODE 07/17/:ZOXX SECTION 1 - SHOWS XI~LES FOR WHICH A FULL FIVE-YEAR PRICE COMPARISON IS AVAILABLE.

ES-00000-00 EnSCO CUBTOloiER NAME EBSCO CUSTOMER ADDRESS CITY, STATE ZIP

TITLE FREQ SllB PRICE PRICE 20:X:X 20XX JAN JAN

% INCR

TITI...E CODE 469577B03 JOURNM, 01" APJ:lJ:,JED PHILOSOPHY QR M 312.00 361>.00

- PRT + ONL - STANDARD l!.GCESS l't.30"/ HF.G!S - l'HI INDICES: BS

46n07020 JOURN~L OF APPLIED SOCIAL PSYCHOLOGY MO M 734.00 779.00

- t'IUNT + Ot<!LINE: - STAI."'IDARD ACC::SS 6.UO /FOR l!J.V.ERICl'IS/

HEGI$ - PSY IND:ICES: BN BR FP GX HE HV JU KG KQ ND PC QZ RA RL S:I SL SX TP

!1.69724579 JOURNAL OF ·APPLIED SPOR'l PSYCHOLOGY QR

- l?RiliT + ONLinE - STANDARD ACCESS HEGIS - PEH INDICES: !.::0 INDICES GIVEN

169.00 183.00 8.284-

PRICE

%

20XX:: JAN INCR

428.00 16.939

828.00 6,290

200.00 9.299

PRICE

' 20XX JAN INCR

480.00 12.149

877.00 5. 917

216.00 B. 000

PRICE 20XX JAN

% INCR

635.00 32.291

9:39.00 7. 069

235.00 9.796

TOTAL INCREASE TOTAL % INCR

323.00 10.3.525

205.00 27.929

66.00 39.053

"'"' CUSTOMER TO'I'AL 307,435.20 JJ7,7n.n 37l,920.l9 404,.:30.59 433,174.86 125,739.66

1468 TITLES AVERAGE ~RICE AVERAGE % INCREASE

DSIU!. CUSTOHER :

20!1.42 230.06 9. 85~

l'IASF.!D ON 1'HF. CU~'JQI,A'HV8 'l'O'J'Al, INCRF:ASB 01?' FOUR YEARS OF COHPARATIV:E DATA, THE l1.VERAGE YEARLY IUCREASE IS EQUAL TO

253.35 10.12:?.

275.49 8. 741

10.225%

2!15.07 7 "107

40.899

EBSCONET Report Examples

EBSCONET provides a comprehensive suite of customizable reports -from financial analysis to collection development

to serials management.

EBSCO NET' News Alert pq 1 E-Joumal Updates pq

Reports Title Select Report Category lnfonnation

Abstract and Index Online Collection Development l

Bulletin of Serials Changes ReQuest/Retrieve Collection Development i Claim Checker Reguest/Retrieve Serials Management

Claims Processed Online Serials Management 1

Collection Assessment Online Collection Development i Combination Membership Online Serials Management i Current Subscriptions Online Serials Management i E.Journal Access and Registration Online Serials Management i E-Journal Package Change Reguest/Retrieve Collection Development 1

Historical Price Anal~·sis Reguest/Retrieve Financial Analysis

Library of Congress Classification Online Collection Development i License Details Online Serials Management i List of Membership Titles Online Serials Management 1

Online Availability Reguest/Retrieve Collection Development i Ownership I Access ReguestiRetrieve Collection Development

Publisher Packages Online Collection Development i Standing Order/Bill Later Summary Reguest/Retrieve Serials r·JianagemetJt i 8Ltbscriber List Online Serials Management 1

Subscription Data File Reguest/Retrieve Collection Development

Summary of New Titles Ordered Online Serials Management 1

SL1mmary of Payments Reguest/Retrieve Serials Management 1

SLimmary of PLtblications Online Serials Management

Summary of Publications by Country/Language Online Financial Analysis

Survey for Customer Titles Reguest/Retrieve Collection Development

Titles with I Restrictions II Serials 1

~~ --------------------------------

The Current Subscriptions Report can be customized to include Library of Congress Classification information. Below is

the default display.

EBSCONET" r.tv Account News ~ugoort& Training

L JNJ•ttt®M¥ archMyRenewalsE:Jou 'a

R~PPrts >Current Subscriptians

Current Subscriptions Account ~umber Title Number SubscriberCode fund Code/HEGlS Search Method Standard Report

0 Ex~ctfund Code/HEGIS 0

I Request Report! Back to Reports J

"\:f .. • Page~ E]fJ(HRuutts) [1-~'~"~·"'JOW:""'~-·~"~"~'"'==="~1 ~ Title Name PubUsherttame Format Order Quantity Amount Currency StartDate Expiration Invoice

tlumber Date Date

AHA GUIDE AMERICAN HOSPITAL Print C(}S%«0 250.95 0910112008 0813112009 11121/2007 ASSN

AHA GUIDE AMERICA~l HOSPITAL Print C0896«6 250.95 0810112009 0713112010 0110712009 ASSN

AJN Cli.REER GUIDE LIPPINCOTT Print C0869270 0.00 0110112009 1213112009 0110712009 WILllA.MS & WILKINS

Ar.IERICAfl FA !.Ill YPHYSIClAtJ- PRIIIT AI.IERACAOE!.IY Print..- C06947S7 204.00 0210112009 01!3112010 011{)712009 ~ONUjE fAI,IILY PHYSICIAN Onlme

A!.IERICAU JOURNAL OF CLINICAL AI.IER SOC CLII41CAL Print• C0899037 705.00 0110112009 1213112009 0110712009 PA.THOLOGY -PRII·IT * O~ILifiE PATliOLOGY Online

AMERICAN JOURNAL OF UATURf PUBLISHING Print C0903184 61200 0110112009 1213112009 0110712009 GA.STROENTEROLOGY GROUP

AI,IERICAN JOURNAL OF NURSIIlG LIPPU.JCOTI Print C0929707 2£9.95 01/0112009 1213112009 0110712009 WILLt.G.I.IS & WILKINS

AMERICAN JOURNAL OF SURGICAL LIPP!r-ICOTT Print C0929835 124'a00 01/0112009 1213112009 0110712009 PATHOLOGY WILLt.G.MS & I.VILKINS

ANNALS OFIN'T'ERNALt.!EDICINE- ACPATIN Print+ C9780983 520.(10 0110112009 1213112009 0110712009 PRifiT .._ONLINE CUSTOMER SERVICE Online

MINALS OF Si,JRGERY LIPPINCOTT Print C0929905 no.oo 0110112009 1213112009 0110712009 WlLUAI.1S & WILKtNS

····: '.·. ; Page ~ EJD!IHRe~ults) 1-TO!~:<O>O~l<""'" vi Exwrtl --The Library of Congress Classification Report also includes the title name and number.

EBSCONET"

Reports> Library o!Congreu Classifica_

Library of Congress Classification AccountNumber Standard Report

I 8~4900-02 :v D

RequestfleportJ &cktoReportsj

'~:·Pag& 8 Account

EJ f.I(OI Ruulli)

Subscriber Titletlame !lumber !lame

BR0-4900..02

BR04900..02

BR04900..02

BR04900..02

BR04900..02

BR0-4900..02

BR04900-D2

BR04900..02

BR04900-02

BR04900..02

EASCO INCSUB 2

EBSCO IlKSUEr 2

EBSCO liltSUB 2

EBSCO INCSUB 2

EBSCO 11/CSUB 2

~ SUB 2

EBSCO lllCSUB 2

EBSCO II·!C:ll!liZ EBSCO INCSUB 2

EBSCO me~

Page~

t.JI-1 CAREER GUIDE

A1.1ERIC4.1l FAMILY PHYSIC tAll- PRifiT .._ OllLIIIE

Al,lERICA.II JOURNAL OF CLIIJICAL PATHOLOGY -PRINT+ Dr!LIIlE

Ar.!ERICAI·l JOURNAL OF GASTROENTEROLOGY

AMFRICM! JOIIRflAI OF I!IIRSII!G

AMERICAN JOURNAL OF SURGICAL PATHOLOGY

ANNALS OF INTEFUIAL I.IEO!CINE- C.W ACP JOURNAl C! liFt -PI'IIr-IT.;. 01-I!INF

ANNALS OF !f!TERNAL I.!EDICIIIF- PRIIIT .._ O!IIIIIE

MINAI SOFSURGERY

I SSt/

0002-828X

0002-9173

~

OIJ02-936X

0147-S1B5

000}4819

0003--:1932

"'*M"""""' = o:;: •. '"" ; '* " x oo -•• op_,;, ;) oo "·-· "''"'"~""'"'"

1,\y Account !.k\'L§. Suoport& Tra1ning

j-To!~:tOK':I<otl"~ ,vi~

Title Ubrary of Congress Classification !lumber

025-502-113 PUBLIC ASPECTS OF h1EDICINf

029-71S-523 NURSING

040~00-;204 MEO!CINE (GENERAL)

043-370..071 PATHOLOGY

043-564..061 llffiRNAL 1.\EDICINE. PRACTlCE OF MEDICINE.

D43-831-Q07 NURSING

044-401-006 SURGERY

05&--891-011 INTERNAL MEDICINE. PRACTICE OF MEDICINE.

058-885-724 MEOICitJE (GENERAL)

059-43S-006 SURGERY

1-To>x=E.<:om~---~ ~

,, "* 4 il$J!\¢l" '"''""

The List of Membership Titles Report can reflect any of this information based on your selection.

EBSCONET' My Account t'lews SL!pport & Training

pj_·MrtQifil(Ji.iU4i'i@1tNdM6'd1.1!.!_11 ··H$111_¥ii'1_•mrto/·S,$_Mj#·lffi113iffljt§!jtm:tfiW9; _JU

I

Customize Reports

Report: [LISt of Me·~'""'''""""'"''""'"c·,,,.,_, ____ ~-~·v:J- Report Details Avallable Fields Show These Fields

: selectiinl

Account Number Includes Title Numbe Main Title ISSN Main Trtla Name Main Title Number Order Number

Includes Title Name Includes Title ISSN

L_

' save 1 : can ceil

The Combination Membership Report lets you review title combinations.

EBSCONET

Reports > Combination Membership

Combination Membership Account Number Standard Report

I BR04900·02 :vi D

·:.. ~'~i Page 1 of 1 ~t:] h_~ (3 Results)

Account Number Main TiUe Name

BR04900-02 AMERICAN JOURNAL OF NURSING

Request Report I Back to_ Reports I

Order tlumber

C0929707

BR04900-02

BR04900-02

CANCER -INCLS CAHCER CYTOPATHOLOGY C0976786

CIRCUlATIO~I C0930036

My Account News Suooort & Training

The Collection Assessment Report helps identify your collection's strengths per subject area.

___.,_,_,_.~·-" """""""~' -~"""""'""·~·

l Reports > Colfecllon Assessment ? l:imQ

'i. Collection Assessment ' Account Number Beginning Date Ending Date Standard Report

{mm/ddfyyyy) (mmfddlyyyy)

~"-~o.o!_• I @ii03/200B] lo21o312oog I D

Request Report I Back to Reports I Page~ or 12l] lJ)c111 Results) 1- T~ l,!,;ro»fl Exoel File • I E!!<!!!J

Title Name ISSN Amount Publisher Name Account Subscriber Fund Currency Format Nt,~mber Name Code I

HE GIS 8ME8JC8~ E!OT8~JIC8~ QQW·lCIL MEMBERSHIP 250.00 AMERICAN BOTANICAL BR04900~01 EBSCO INC- Print+ ·PRINT+ ot~LINE COUNCIL SUB 1 Online 8MEBIC8~ F8MilY et:JY.QICIAN ·PRINT+ 0002- 184.00 AMEB ACADEMY BR04900-01 EBSCO INC- 010116 Prillt+ ~ 838X FAMILY PHYSICIAN SUB 1 Online AMERICAN JOURI·IAL OF HUMAN GENEIIC:::i - 0002- 0.00 l::Ell. PRE~~ BR04900-01 EE!~QQ lt:IC- 010139 Print+

I PRINT+ Dt-JIII•IE - ENTERPRISE WIQE UCftiSE - 9297 ;MU Online TIERS 4-

AM!;;RIQAN JOURNAl OF QCQllP8 T{QN8!. 0272- 182.50 AMER OCCUPATIONAL 8804900-01 EBSCO INC- 010152 Print l THERAPY 9490 THERfl.PY ASSN !illa.1

l Ari/IERICAN JOURr,JAL OF PAIHOI O~Y- PRINT+ 0002- 697.00 8M QOC I~JVEQI1~8IIYE 8804900-01 EE!SCQ INQ- 010158 Print -t.

ONLINE 9440 P8THOI OGY SUB 1 Online AMERICA~! JOURNAL OF RESPIRATQBY 8NQ 1073- 630.00 8MERICAN lli088Qil,;; BR04900-01 EElQQQ INQ- 010168 Print+

l QRITICAL CAR!; MEDiCINE -PRINT+ ONLINE - 449X SOCIETY SUB 1 Online l· SINGLE SITE '1 AMERICAN JOURNAL OF RESPIRATORY CELl 1044- 270.00 8MERICAN IH088QIC 8R04900-01 EBSCO INC- 010169 Print+ l 8Nb! MOLECUb88 BIQLQGY- PRINT+ ONLINE- 1549 lillQjffi SUB 1 Online

The Publisher Packages Report identifies titles included in a package and gives you one source for viewing what titles

you currently are paying for as well as other possible titles that may be available.

--·~------, ~ Reports > Publ!sher Packages

! Publisher Packages i i Account Number Publisher Packages ~ I All Accounts y I c~~.=m~b=,,~,,=,~u~,=-=.,=,~ily~P~,=.= .. ~.~~~,,~,,~,~"~'~S~oi~'"~'~'~'~c=,,~,.=,,~,,=,-----,.::1'1

Standard Report

D

' ~

All Titles Titles on Order

.. ' :· , Page !2EJ of 5f]fll(45 Results)

i Title Number

~ 055-172-357

i ~ ' !

055-344-337

063-638-019

123-703-050

12J.812-406 138-433-974

148-980-006

Title Name

ANIMAL

ANIMAL HEALTH RESEARCH REVIEWS

ANTARCllC SCIEI•JCE

810SOCIETIES RIBP CQt~SFR\tflJlON rr.JIER~lAllONAL

BRITISH JOURNAL OF NUTRITION

BULLETIN OF ENTOMOLOGICAL RESPP..RCH

Request Report I Back to Reports I

On Order

' 171-432-305 CAMBRIDGE UNIVERSITY PRESS • ONLI~JE PACKAGE - BIOLOGICAL SCIENCES

j 201-796-562 CHINESE JOURNAL OF AGRICULTURAL BIOTECHNOLOGY

[• 216-249-775 COGt~myE BEHAVIOUR THERAPIST- mJLINE

·1 Page~ of 51) BJ(45 Results)

\

Reports such as Current Subscriptions and Collection Assessment provide easy viewing of title details including available

format(s).

-~------~----~--...-~ ............ I EBSCO.N""ET" \ 1 ;l ~ Reports> Current Subscriptions

l Current Subscriptions

t,!yAccount news Support&.Traininq A-to-Z EJS t ?(Log Off\/Jeb Demo r;

·Customize Reports Report Schedule

J AccountNumber Tille Uumber . Subscriber Code Fund Code I HEGIS Search Method Standard Report

~ I BR04900.{J1 ,VI

I 0 Ex!!ct FundCode/HEGIS D

i ,'"~~/;":Page~ I]DJ(1!»~M.o) RequestReport I Bacldo Reports I

Title tlame Amount Currency Account

F.!• .. lERI CAN JOURNAL OF PA T!-!OLOGY - PRINT ... ONLII~E

AMEf'.ICAI~ JOUP.NAL OF RESPIRATORY AND CRITICAL CARE MEDICINE. PRINT+ ONLII~E- SINGLE

i ~ I AMERICAN JOURNAL OF

RESPIPATORY CELL AN;)

MOLECULAI'. BIOLOGY· PRINT+ t ONLINE- SINGLE SITE

AW~ALS OF INTERN.O..LMEDICINE·

PRHH- OI~Lit"E

BIOLOGY OF" R:::PI'IOOUCTIOI~- PRIHT ... 0!-lLII~E & SUPPLEMENT

SIOMEMBRAI·lES-NY

Reoorts > Collecuon Assessment

j Collection Assessment

0.00

0.00

25<l.OO

182~

697.00

630.0Cl

270.00

520.00

925.00

0.00

l Account Number Beginning Date Ending Date

(mrnlddlyyyy} (mrnlddlyyyy}

]AIIAceounts,~! ]02110/2009 ] @Yt!if20091

Number

BR0~900-

01 BR04900-01

BR04900·

" BR04900-

" BR04900-01

BR04900-01

BR04900-

" BR04900·

" BR04900-01

8R04900-01

Standard Report

D

&pir.~tian Order ..... Number

02!20/2010 csaege,~

02/10/2010 woooooso

12'01!2009 C1032282

12/2112009 COS84294

12131/2009 COS99187

12131.12009 C09S59S 1

12131/2009 C09S59ee

12/211200S C59220!5S

12.131/.2009 C1017e82:

0:;..."1012010 09S042De

I i I Request Report! Back to Reports I

r:J;- !:{.: Page 1 Of 1 ,,~ l ;j (6 Results)

Title Name Publlsher Name

ACADEME TODAY- ONLINE+ ELECTRONIC CHRONICLE OF HIGHER .M8!1 EDUCATION

ATI.AS OF THE ORAL Arm MAXILLOFACIAL WB SAUNDERS SURGERY Cllr~ICS OF NORTH AMERICA CO/FULFILLMENT OPT

EVENTS IN ACADEME

I ANCFT- NORTH AMERICNJ ED

REO BOOK _ REPORT OF THE COMMITTEE ON INFECTIOUS DISEASE - OM INE

CHRmliCLE OF HIGHER EDUCATlON CHRONICLE OF HIGHER EDUCATION

CHRONICLE OF HIGHER EDIICATION

CHRONICLE OF HIGHER EDUCATION

AMER ACADEMY Of PEDIATRICS

Subscriber Name

E;BSCO INC-SUB 1

f:6~QQ INQ • SUB 1

EBSCQ lr·JC -SUB 1

EBSCO I~JC-SUB 1

EBSCO I~JC-SUB 1

EBSCO lr·JC -SUB 1

EE!SCO INC- 0099-SUB 2' 5355

EBSCO INC- 1544-.:>!!ll..1 9300

.~

Quantity

2

02/01

01/14/2009 Ftint+ 01i01i2009 Online

01/141.2009 Print+ 01/01.12009 On lin&

01/141200S P1int+ 0110112009 Onlin5

01/14.12009 Print+ 01101/2009 Online

11109!19SS Numl.:>aed 11/0911988 .... ~

[-To i.ei=«>ft El<~ fii<

Account Fund Number Code/

HEGIS

00 BR04900-01 010465

5.00 BR04900-13

5.00 BR04900-01 010485

BR04900-01 010485

BR04900..()1 ()10485 Online

Print 0.00 BR0490()-01 ()10465

Print 1110.00 BR04900-10

Online 250_00 BR04900-08

Expt~rtl

ILS flumber

The Historical Price Analysis Report gives allows you to analyze pricing trends for the a five-year period.

P.O. BOX 2543 /800/633-4604 /205/991•1211 BIRMINQHAM, AL 35202 FAX/205/995-1613

HISTORICAL PRICE ANALYSIS BY TITLE CODE SECTION 1 SHOWS TITLES FOR WHIOi A FULL FIVE-YEAR PRICE COMPARISON

IS AVAILABLE.

BR 04800-08

UAB LISTER HILL LIBRARY LHL 251 - 1700 UNIVERSITY 1530 3RO AVE S

BLVD

BIRMINGHAM AL . 35294

TITLE

007172067 STHESlDLOGI CA NAVtCA - ONLINE

s SITE ACCESS - INCLS SUPPL /ALl: EXC WIE GBR/

lN:OlCES; ND INDICES GIVEN

008170458 ACTA DIABETOLOG!CA - ONLINE

ENHANCED ACCESS /FOR AMERICAS/

INDICES: NO INDICES GIVEN

OOBS0108S ACTA HAEMATOLOGICA - DNL INE

SINGLE SHE - CURRENT YEAR

FREQ SUB

OR 01

OR 01

DR 01

/FOR US/ /FOR INSTITUTIONS/ INDICES~ NO INDICES GIVEN

009391095 ACTA NEUROLDGICA SCANDINAVICA MD 01

DNLI NE - SINGLE SITE ACCESS /INCLS/ SUPPLEMENTS /ALL EXCEPT ~IE G8R/


010106037 ACTA PHYSlOLOGlCA - ONLINE MD 01

SINGLE SITE ACCESS /ALl EXCEPT WILEY EUROPE UK/


PRICE PRICE PRICE PRICE 2005 2006 2007 2008 JAN JAN JAN JAN

% INCR % INCR % INCR

366.00 386.00 422.00 449.00 5.464 9.326 6.398

438.00 478.00 52E.i.OO 570.00 9. 132 9.832 B. 571

1324.00 1598.00 1926.00 2080.08 20.694 20.525 7.995

813.00 857.00 922.00 981 .08 5.412 7.584 6.399

660.00 697.00 750.00 798.00 5.606 7. 604 6. 400

PRICE 2009 JAN

% INCR

4!30 .DO 9. 131

619.00 8. 596

2354.00 13. 173

1130.0D 15. 188

870.00 9.022

PAGE

TOTAL INCREASE TOTAL % !NCR

124.00 33. 879

181.00 41.324

1030.0::> 77. 794

317.00 38.991

210.00 31.818

The Summary of Payments Report Contains annual combined billing information with supplemental adjustments. This

report also includes standing orders and billlaters with credit/debit adjusted amounts.

ES-00000-00 EBSCO INFORloiATION SERVICES

Strl1~lARY OF PAYI-l:ENTS REPORT BY TTTLE FOR 12/05/20XX TO 07114/20XX

INCLUDING ADJUSTNENTS FRO~~ 12/20XX TO 07/20XX

TITLE CODE/ SUB/ INVOICE/ TERH/ S'I'ART HE GIS ADJUSTNENT REASON UNIT RTL/ EXTD RTL/ TITLE NAJilE QTY ORDER # FREQ DATE Dl-tCM NO. ADJ. i\MT.

005-632-005 AA 0037003 OR BAA ACCOTJtlTING R;;;VIEl-i l Y4036430

005-632-021 AA 0037003 001 YR 01/01/20XX BAA 550.00 550.00 ACCOUUTillG REVIE!-1 C-ti l '2'1130063 OR

ACCOUNTING BORIZONS & ISSUES IN ACCOUNTING EDUCATION

\106-846-000 AA 0037003 001 YR 01/01/:I.OXX ""'' 69. no 69. Q()

ACROSS TEE BOARD 1 Y4137614 IR

006-897-235 AA 003?004 OR CHI STANDING ORDER 2688.00 1\.CS LEGJI..CY ARCHIVES - ONLH<E 1 Y4036774 STII..NDING ORDER 000097340 ----------

/PORHBHLY/ ACS JOURNAL 2688.00 ARCBIV:::S DATAI3SE - ONLIIIE

007-385-008 AA 0037005 001 YR Ol/01/20XX MAT 599.50 599.50 1\.CTJ\ AEI'r:'in!ETICI\ /J<:J..L EXCEPT l Y\1158439 OR RATE ADJUSTHENT 000055835 124.10

EUROPE/ ----------"/23. 60

007-41R-007 AA 0037003 001 YR 01/01/20XX PHY \<llLL BILL LATER F.C?l\ t\STRONOHICA l Y-'1060643 OR STANDlNG ORDER 000071400 192.77

f-----------192. T!

2.385 TITLES PRINTED 287 AD.JUSTiofENTS :PRINTED ACCOUHT TOTAL RETAIL ......... ---·-· 53825 7.12 ACCOUIIT TOTAL ADJUSTMENTS.-. 39211.%

ACCOUUT SUB-TOTAL.,,,. ........... M---· 577469.08 :PLUS SERVICE CHARGE ...... - ...... M·-··· 20798.68

ACCOUNT GRAND TOT1'11 .............. -·-· 598267.76

The Publisher Packages Report provides a list of titles in a specific publisher package--all titles or only those that you

currently have on order. In addition, the Package Change Alerts (provided through E-Journal updates) will alert you to

changes to your package titles as soon as EBSCO is made aware of them (i.e., for the upcoming year).

Reports> Publisher Packages

Publisher Packages Account Number Publisher Packages

j All Accounts,:::!J J ALPSP learned Journals -Medicine Collection

I All Titles Jntres on Order

[~~ t;T Page~ of 14 fl Clm1 Resuts)

/<.CTA VETERII·JARIA HUHGARICA

AFRICA!-! HEALTH SCIEt·JCES

Title Name

ALLERGY .A.STHMA MID Clli·JICAL lrJ11,1UHOLO\W

ALPSP LEARI·JEO JOURI·lALS- t·.1EDICII-IE COLLECTlO!'J - OHLII IE

ANESTHESIA PROGRESS

Ant·JALS OF CUIJICA.L BIOCHEMISTRY- PRIJ.JT + OHLH·JE- SIUGLE SITE ACCESS

ANHALS OF IIJOIAN ACADEMY OF I'IEUROLOGY. Gri111·1E -ALPSP

P.HNALS OF THE ROYAl COil EGE OF ::-:1 JRGEOf·IS OF fi·JGLA!-10- PRIHT + 01-JLIHF - SlrJGLE SITE ACCESS

ArmAI S OF THORACIC fv1EDICINf- Ol·liii)E- ALPSP

APPI lED ONTO! OGY

~~~-i [,Page r:::=J Of 14 t] G](13t Resu~s)

~~ PuOiosner Pat<age$

Publisher Packages

Att~uot llomber -,;;,;;;;;;;;;;,;;;;;;;;:;:;;;;;;:;o'i"::i"::''"o"'~'"'"''o'~c•:._ ______ -,~ j All Atoo...,lo ::::J fAI.PSP lo•rned Journal• Mocl•cme Co!locMn :::!]

TI~~~~~mo T!tle rssu Sob5crib,- Sul>xo!ber ll100ount Pub!roher Furnmt Relllll Oodw '" Fund Umnber c.~. lleme Uumbor Packago Ameu~t !lumber !lumber CoM!

HEG1S APPJI~Q Qlll!JJ lir.'l . ~liS-3SJ.975 " s~ BR171).15. ALPSP '"" CJJ102J1 Qlljii·IF. 'II!>R.~TI1' !:f8!QDrA!~ " LEAAIIEO I"~AR A,'CFS~ JOURI!Al$ ·

!,IED1CIIlE COUECTIOII

111~SS·J3..l " ~r<f'.l~.F BR270JS. AlPSF """ CJJ202.U P~RT001C6J .~ "' LEARNED

JO!JRIIALS· MEOICillE COLLECTIOtl

t:l5·0Sl·1~9 15;a·1551 '" s~l"l.''f 8R27CIH· N.PSP 000 Cl-1202H ~ '" l~IEO

JOURIW.S. MEDICIIIE COLLECTIOn

tsa415-12s 01.1-H651 01 hlill! SR271}.15. """ JSOOO A9ll€255 11515-1 PPSYCii P"RIQ~I'"A~ "' LEARIIED PRim

JOURIWS· l.tEDICITJE COllECnou

135-21~·183 1359-107)1 0) l:.!.b!!J 8R271).l5· ALPSP J160D A9316285 7~6378 PPSYCK ~ "' LEAAIIEO PRim

JOURIIAl.S · IJEDICU·IE COLLECTlOll

llS-~20-I).l~ Oil'l7·1102 01 Wh.lli BR171).l5 ALPSP 33300 /..9316236 "' PPSYCH ~~ " LEAA11EO PFlllfT

JQIJRIIA.LS· I,IEDICUJE COLLECTIO!I

1?9-20H<) 1$7~·0153 " ~~ BR271).l&. '"'" ""' CJ2n256 W29J PSI.JRG ~ "' LEARNED PRIIIT

JOURilALS-I.IEOICIIJE COUECTlOI·I

o;t.WE!l f!1QI.I•8JOEP~ 11S·10H97 '" ~ BR11~5- ~>tPSP ""' C3-120250 C}f'i!ll~ · C'!'~Rfi.l[ &£.~ • LEAilUED ~mg JOURIIALS ·

t.IEPICIIIE

Request Report I Back to Reports I

Title flumber ISSU On Order

011-014-511 0236-6290 021-990403 1680-6905 033-633-868 1710-148.1 034-469-932 054-112-008 0003-3006 058-602-038 OOOJ-5632

058-856-469 059-237-052 0035-8843 059-452-300 1817-1737 068-383-959 1570-5838

1--=~=~"""'" •• ::iJ " Cus!Omer Publioher llnme l'tn'ch....,YAcrer.l Sub$<:!ibed llam<li """ Poclulge

SERIALS lOS PRESS • lOS PRESS DEPT Fl.lll

COLLECTIOI!

SERIALS lOS PRES$ • !OS PRES.S DEPT "" COLLECTIOII

SERW.S lOS PRESS lOS PRESS DEPT FUll

COLLECTIOII

SERIAl.$ SRITJSK I:EPT PSYCHOLOGICAl

SOCIETY

SE:RlAI.S ~" "" PSYCHOLOGICAL

SOCIETY

SERl,OlS 8RIT1SH

""' PSYCHOlOGICAL SOCIETY

SERlAI.S lOS PRESS DEPT

SEJltt..l.S lOS PRESS • !OS P~ESS DEPT rucc

COllECTlOII

The E-Package Change Report reflects titles added or removed from a package, the date the change became effective

and the reason for the change.

-~ frl<i!UH Ol'<llnoiUJt Fo·....r. ~""'h • ..., ·-· CI" .. OGO

or ... ,.,_, !11110< TJ!IINurni>Or Tlt;olb'l'lt IAOOO-.$ ·-- ·~-E!fOotr .. c.t. C""'C'F!txC~ P•~r~...,,...,.

;.c:rA ... '>I.~ll-E!>CI.OOC.... TM!IA.O:CA.• CNI.I'.E • E:..SE'<I~"< S).lGl,.,OTIT!E . .O.:CD

" ~•:r.: " tJl"tT~lCC SCE'.IDSCIREC7 SFE:C\.._ M'.ll O"fn ~'~ ~EN,<.CI~E;";.'T ~1.\0t•:::r.:~ 'T~MCAAGe E:.SiE\l!EK li:...:li""l"- I'.S\V!\CO.;IS';'!CN HU-'!t-10-tJ UNI•'

" "" " CJ~~~~ ... ~'l'AMEC~.'I\IC,O..S«..C~SN~A ~~IU m>:r~ n:1r• 1>::1,51: EC<lNC5CIRE,:."I cr.C"·~x= l'lllCOT.:lFJI~'-GE SCS'It:~TliCH E:..G!;<'IO:'> EXSTNO Ti'l':.: ,._=t:E:. E:.SE:,•I:R U>GSO'I .. Co:!:>: " CI:C~HHl ... :'t.i,"l.laS't-AW~I\;':lC\IIS c~:i-311:~ l)"j~· ~'~ SCiii!NCGIIII·:'T cr.t-<•:x~ •c~"""'AA:i& ~

,o,~T..\'IJ.(;E~ Ff-A'WA:::5\1"1~ES E:..GE\•1:" :J<:STNOTIT!.!i!\ ... -.:lE:. E'-SE'<II<RM.~~

" c.:;x " cr:rc~~· H'-SFITA.iER.<S 170;!-~ o1r.• ~'~ SCI!NCECI~E-'T ~~.~~ T()P,".C!C.'>.GE ·~ "i::VA.'\l::.SC,O'IJCI'!!! £..!!!\'IE 'I Nl!!\VII.CCUIS':'IC«

" "'" " C1.ti€J1"i' Ti~..OJ'I' ~::H>ll li!!~W 0'1~· ~'~ 5CENC£CI!IK"I ~l.ti".J~X5 !\Oili~7~FA[;lV£Jti I<:.SE"OIIil'l ECSEVlE"i Elt5'TI'O TlT ..5 h.""i:E:I

~P. "'" " l:l~<f-9:0: ~OA'I>:SS IN AG'I.~NCUY cc;;o-.::1•:~ "'~' ~'~ GCI!Ne~IIO.~~"I C1.011.::n "IOJI,O.Ci(,O!il': CS~IVtH~'IlolH

.... :u ... ..-..o;smA."PJE:I VJ"I• C:.SE>.•Ii~ NiNOiOOIVIFHICM. EP. "'" " t;l!(= M.liC~A.NCS et5V.::I~O .... ~. ...:J::>~ I>Ciii"!CiC•I!Ii~T tl.ti".J2X~ l.ll'ili">G li:.SIO;rc;tHi!ll.llo'

N:I••-:.SSIN.'\"IO~tC MO!.!CUI.A~A.N::>~,C...:. E..SE\'11;:.~ ~S"TI\0 Ti1":..!i . ..:CE:)

" "'" " CI01alOir ~m IC<i-~ m~ SC!iNCiCII!i-;.T tl.tl>·=~ TOPAC"!WOii E.Si\'lif'.~l~ N;/;A.V'hSlN ~il.l..•.GJ'iG 1<N::> l!i:.SI\•11~ ilCSTN:lTrt'..:S.-'II:Cii:l

"· "'" " Gl>i:l::ll' GEI!Ot.Ta.OOY 1SOi-H<~ ~'E GCC!>CEOll'iE·;"I tl.tlt•~~ 'TOP . .O.CMGE JI'JI'"',..£SS,'Ill.SE'"II!il'; ~ .... V'...IIiSIN::OHUl i..Sl\•11'". II)I.S'TN!lTI'r;.IA..""i:IC

SP. COl>::>;· " C~SO~IOC'i' ~l:'••fe.Ol"IJlN:'I'.'~U.HO.'o'~'". ~·;.=; ~'~ SOCNCE:il!l-;"1 tt'C-1•= 'TC·~!\C.J\.<GC E.:ill\•IV<HIE'ol.TH ~.oW""...<:SIN O";;t.IC!\1. E.:=i<lli"- <i!O:STI'oGTri':.l!AXE:I

" c.:I~X' " C!!il64:X:~ OHi.VIS"I.~Y O:if•:.l:i3 ~'m S~IONO!OCIRE·;'T Cl.e':o-:::>;>! 'T:)P.~'\lOE t'..SEVIEftHE.'IlolH C..SI!\'1!~ t;X:STI'\'GTIT:.!!.•.:cl!::>

" "'" " ,, .. ~,~ """"""V'...!SIN C"::MI'ti':'!!!'I:S ~;;.~;~ o'in!crt, ~no li~ll!NC!CII\1!:.;1 C1.ti"J~ "T.:n·.~~e l!:-'ii!\•J!I'\1-<!.'11-'TH ,.,_,,O,'I"...E31N Foo::l.lo ~..mtr.'·O~ E:..:;E\'1~,;; :XSTN:iTil..s;:.-=cE:)

" "'" " c•oe~'"''1 ~.£;!.~CH 1C<Wf:l ~::>£C seeHC!CIIIE-:'T c1.o•r.:x:~ 'T:li'."-C:KI'I:;E I!:.SE\•l!F\1'1£'11-TH 11-'ii!\·lf~ CXSTI\GTI'rl,I!...:CE::>

:P. " """-'"''u;s 1N o:iE'-1'-vses S~&IICECIP.K'T 'TOF.<.e<...::;s ECSE\'!E1\HE.".l.'TH .. "' " "' Added Change " /Removed Package Effective Date Change Reason Publisher Name ER

" ELSEVIER EXISTING TITLE ADDED

" ADDED SCIENCEDIRECT 01/01/2009 TO PACKAGE ELSEVIER

" ELSEVIER NEW ACQUISITION HUAZHONG UN IV

SF. ADDED SCIENCEDIRECT 01/01/2009 ADDED TO PACKAGE SCIENCE & TECH

" ELSEVIER EXISTING TITLE ADDED ELSEVIER MASSON

" ADDED SCIENCEDIRECT 01/01/2009 TO PACKAGE SAS " .. "' ELSEVIER EXISTING TITLE ADDED ELSEVIER MASSON

" "' ADDED SCIENCEDIRECT 01101/2009 TO PACKAGE SAS ;;F. "' ELSEVIER NEW ACQUISITION

" "' ADDED SCIENCEDIRECT 01101/2009 ADDED TO PACKAGE ELSEVIER ELSEVIER EXISTING TITLE ADDED

ADDED SCIENCEDIRECT 01101/2009 TO PACKAGE ELSEVIER HEALTH ELSEVIER NEW GEOGRAPHICAL

ADDED SCIENCEDIRECT 01/01/2009 LISTING ELSEVIER HEALTH

ELSEVIER EXISTING TITLE ADDED ADDED SCIENCEDIRECT 01/01/2009 TO PACKAGE ELSEVIER HEALTH

ELSEVIER EXISTING TITLE ADDED ADDED SCIENCEDIRECT 01101/2009 TO PACKAGE JAI PRESS /ELSEVIER

ELSEVIER EXISTING TITLE ADDED

The Claims Processed Report reflects a summary of claims made during the selected time span, and includes the total

number of claims and titles on exportable files.

EBSCO:NET' 1.\yAec::ounl News Support& Training

"'" j My Orders*e 'SearthMy ~enewaJsE"JounllilsJETS Ordef Ac:tMtyLocat Check..f~ReportS ~' " ~ - ' ' ' • ': Customize Reports Report Schetlu~

Reports,. Cl~ims Processed

Claims Processed Account I~ umber Beginning Oat" Ending Date Standard Report

(mmldd!yyyy) (mm/ddlyyyy)

lsR04900-<11 ,VI lc1tOSI'2009 loJ./24'2008 D

RequestReport / Ba~:>kloReport!l/

j-TQIAl""""' .. <oiFIC 1'"'1~ Title Ham" Account Title Claim Claim Claim Rea5DII Comm"nt" Publi5her

Number tlumber Oate Number Reply

t:.NNALS o;:- SURGERY 8R04S00-02 0!59-43e.ooe 0312:>12009 ' Llsicd I:»Ue> Not Vol. 249 iSi. 2(2{!09) Reoolv....:l 02/011.2009

ANNALS OF SU?.GERY BRC4900-02 0!59-4:W..OCO 0211912009 ' Llil<:d l:»uei No! Vet 249lii. 2 F'•bruary01, ReceiVEd 2009

ANI~ALS OF Slii".GERY

Custo'mize Rl'ipOrts Report SChWulfi

Reoorts > Claims Processed

Claims Processed AccountNumber Beginning Date

(mm/ddlyyyy} Ending Date

(mm/ddfyyyy} Standard Report

jsR049no..o2 ,:Vi lo1J09:'2009 ]0312412009 0

Reque9tReport J BaoktoReports ! IBDIPage ~

Title Account Title Claim Claim Claim Reason rJ;:,me Number tlumbe-r Date !lumber

~ BR04900..02 803>~97-tl04 03/0at2003 U$t&d l$iU&$ Not Reo:ived

SCIENCE 8R04900-02 803-597-004 03/0012009 list£<! Issues Not ReOiiiiV>Qd

~ 6R04900..02 803-537..004 OZ/Ot\12009 L.iilw<:lls.su&$ Not ReQioivW

SCIENCE BR04900..02 803>!!·97-004 03JMJ2009 Uoled ls.sue Not Re~ivi!!O

Comments

ISS DATE:10110l2008 1 COPY NOT RECEIVED

ISS DA TE:OBi2.212008 1 COPY NOT RECEIVED

ISS OATE:091121200S 1 COPY NOT RECEIVED

ISS DA TE:0Bf15!2008 1 COPY NOT RECEIVED

vi Publisher

Reply

Total NumberofC!aims:24 Total NumberofTltles:5

IBtiPage ~

REPORT NO: SPBD910-R1A

BR-04900-08 (COMBINED ACCOUNTS)

EBSCO SUBSCRIPTION SERVICES ONLINE AVAILABILITY REPORT (WITH ESTIMATED PRICES)

BY TITLE NUMBER 12/29/2003 TO 03/24/2009

SECTION 1 - NON-ONLINE TITLES ON ORDER AVAILABLE IN ONLINE FORMAT

~~~~ i·n::

rn~ PAGE NO:

AS OF: 03/24/2009

RATES SHOWN FOR ONLINE COMBINATION AND ONLINE ONLY TITLES NOT ON ORDER ARE ESTIMATED. RATES MAY VARY DUE TO NUMBER OF USERS AND PUBLISHERS PRICE INCREASES. THESE RATES SHOULD BE USED AS A GUIDELINE FOR PRICING INFORMATION.

PWP = PRICED WHEN PUBLISHED

TITLE ON ORDER

$45.00 US (BR-0490001-01) AANA .JOURNAL 000-533-588 0094-6354 AMER ASSN OF NURSE ANESTHETIST ORDER#: A4636523 HEGIS: 010001 LCC: RT SUB.JECT:

NURSING MEDICAL SUB.JECT:

ANESTHESIOLOGY

$189.00 US (BR-0490001-01) AAOH'l .JOURNAL . 000-535-019 FOR INSTITUTIONS 0891-0162 PID: 8027618 SLACK INC ORDER#: X6716986 HEGIS: 010002 LCC: RC SUB.JECT:

INTERNAL MEDICINE. PRACTICE OF MEDICINE.

MEDICAL SUB.JECT: NURSING

ONLINE COMBINATION TITLE

$478.00 us AAOHN .JOURNAL - PRINT + ONLINE

- UP TO 3000 FTE 000-535-021 FOR INSTITUTIONS 0891-0162

ONLINE ONLY TITLE

CONTACT EBSCO AANA JOURNAL - ONLINE 000-533-592

ONLINE INFORMATION

HTTP://WWW.AANA.COM/ RESOURCES.ASPX?UCNAVMENU

6~r~~~~E~~D~~g:~~~~~~~u-wiTHOuT AUTHENTICATION OR REGISTRATION LINK AVAILABLE ON E.JS AUTHENTICATED BY PUBL

HTTP://WWW.SLACKINC.COM/ .JOURNALS.ASP IP ADDRESS REQUIRED LINK AVAILABLE ON E.JS AUTHENTICATED BY PUBL

IF A TITLE ON ORDER DOES NOT APPEAR IN THIS SECTION OF THE REPORT. EBSCO'S RECORDS INDICATE IT IS NOT AVAILABLE IN AN ONLINE FORMAT AT THIS TIME.






""lil "~n

m. PAGE NO: 2

AS OF: 03/24/2009



TITLE ON ORDER --------------$245.00 US (BR-0490010-02) ACADEMIC EMERGENCY MEDICINE 004-081-592 1069-6563 PID: 0924055 WILEY-BLACKWELL ORDER#: C0903046 LCC: RC SUB.JECT:

INTERNAL MEDICINE. PRACTICE OF MEDICINE.

MEDICAL SUB.JECT: EMERGENCY MEDICINE

$241.00 US (BR-0490001-01) ACADEMIC MEDICINE 004-105-672 1040-2446 PID: 000020335287 LIPPINCOTT WILLIAMS & WILKINS ORDER#: A4613845 HEGIS: 010008 LCC: R SUB.JECT:

MEDICINE (GENERAL) MEDICAL SUB.JECT:

EDUCATION


$268.00 us ACADEMIC EMERGENCY MEDICINE -

PRINT + ONLINE - SINGLE SITE ACCESS

004-081-626 1069-6563

ONLINE ONLY TITLE

$241.00 us ACADEMIC EMERGENCY MEDICINE -

ONLINE - SINGLE SITE ACCESS 004-081-630 1553-2712

CONTACT EBSCO ACADEMIC MEDICINE - ONLINE -

.JOURNALS AT OVID 004-105-680

ONLINE INFORMATION

HTTP://WWW3.INTERSCIENCE. WILEY.COM IP ADDRESS REQUIRED PUBL WILL SEND ONLINE ACCESS INFO DIRECTLY TO CUSTOMER AVAILABLE ON E.JS AUTHENTICATED BY E.JS LICENSE AGREEMENT REQUIRED

HTTP://WWW.OVID.COM MAY CHOOSE IP ADDRESS OR USERNAME/PASSWORD AUTHENTICATION OVID WILL FAX REGISTRATION FORM TO USER.UPON PLACEMENT OF FIRST ORDER LII'I< AVAILABLE ON E.JS LICENSE AGREEMENT REQUIRED

IF A TITLE ON ORDER DOES NOT APPEAR IN THIS SECTION OF THE REPORT, EBSCO'S RECORDS INDICATE IT IS NOT AVAILABLE IN AN ONLINE FORMAT AT THIS TIME.






~~~~

ill~ PAGE NO: 3

AS OF: 03/24/2009



TITLE ON ORDER

$407.00 US (BR-0490001-01) ACTA ANAESTHESIOLOGICA

SCANDINAVICA - INCLS SUPPLEMENTS

007-172-000 0001-5172 PID: 37299956 WILEY-BLACKWELL ORDER#: Y4595146 HEGIS: 010012 LCC: RD SUBJECT:

SURGERY MEDICAL SUBJECT:

ANESTHESIOLOGY

$395.00 US (BR-0490001-01) ACT A CYTOLOGICA 008-124-000 0001-5547 PID: 61587 SCIENCE PRINTERS & PUBLS I~C ORDER#: C1015953 HEGIS: 010020 LCC: RG SUBJECT:

GYNECOLOGY & OBSTETRICS MEDICAL SUBJECT:

CYTOLOGY


$539.00 us ACTA ANAESTHESIOLOGICA

SCANDINAVICA - PRINT + ONLINE - SINGLE SITE ACCESS - INCLS SUPPLEMENTS

007-172-091 0001-5172

$615.00 us ACTA CYTOLOGICA - PRINT +

ONLINE 008-124-042 0001-5547

ONLINE ONLY TITLE

$490.00 us ACTA ANAESTHESIOLOGICA

SCANDINAVICA - ONLINE -SINGLE SITE ACCESS - INCLS SUPPL

007-172-067 1399-6576

ONLINE INFORMATION

HTTP: I /WWW3. INTERSCI ENCE. WILEY.COM IP ADDRESS REQUIRED CHOOSE IP ADDRESS OR PUBL WILL SEND ONLINE ACCESS INFO DIRECTLY TO CUSTOMER AVAILABLE ON EJS AUTHENTICATED BY EJS

HTTP://WWW.ACTA-CYTOL.COM PASSWORD REQUIRED FOR ACCESS USERNAME IS SUBSCRIBER # -CONTACT PUBL TO SET UP PASSWORD LINK AVAILABLE ON EJS AUTHENTICATED BY PUBL

IF A TITLE ON ORDER DOES NOT APPEAR IN THIS SECTION OF THE REPORT. EBSCO'S RECORDS INDICATE IT IS NOT AVAILABLE IN AN ONLINE FORMAT AT THIS TIME. "

-EBSCO ~~---.\ Industries. ( J Y

InC •.... ----lilll INTERNATIONAL HEADQUARTERS • P.O. BOX 1943 ·BIRMINGHAM, ALABAMA 35201-1943 USA • 205.408.4871 • FAX: 205.408.4785

March 20, 2009

Mr. Roger Gupta Purchasing Department Virginia Polytechnic Institute and State University 270 Southgate Center Blacksburg, VA 24061

Dear Mr. Gupta:

Richard L. Bozzelli Vice-President &

Chief Financial Officer [email protected]

EBSCO Industries, Inc., founded in 1943 is active in a number of diversified manufacturing, sales and service businesses. We are the global leader for the delivery of integrated information systems and services worldwide through subscription, reference databases, and online journals and books to libraries and various corporate businesses. As a privately held business, we take a long term view of maintaining profitability, while providing the best service possible to our customers. For further information on EBSCO, see our web site, www.ebscoind.com.

Through the years we have grown extensively while focusing on profitability, and have a current employment base in excess of 6,200 on a worldwide basis. Our strong fmancial resources and net worth have enabled us to be the leader in the information service business. Barfield, Murphy, Shank& Smith, P.C., our external certified public accountants, audited our fmancial records for the year ending June 30, 2008, and rendered a "clean" unqualified opinion. On June 30, 2008, such audited financial statements reflected stockholders equity well in excess of $500 million, virtually no long term debt, and current assets exceeding current liabilities. This, in conjunction with Dun & Bradstreet's fmancial strength rating of 5Al, the highest awarded, further supports EBSCO's financial strength and stability.

I have enclosed copies of Barfield, Murphy, Shank & Smith, P.C. opinion letters for fiscal years ended, 2008 and 2007, respectively

Further, we have fmancial relationships with many well capitalized banks, including, but not limited to, Wells Fargo, Regions Financial, Bank of America and Deutsche Bank, and upon request would be willing to provide references from our banking relationship managers.

I trust the above provides adequate information on the fmancial strength of our company, however, should you need additional information, feel free to call me directly at (205) 991-1263.

Richard L. Bozzelli Vice President & Chief Financial Officer

RLB/bw Enclosures

EBSCO Information Services • EBSCO Publishing • EBSCO Book Services • Global Point Products • NSC International • EBSCO Media ·Tinker Business Forms • Vulcan Information Packaging • Siegal Display Products • Vulcan Industries • Vitronic/Four Seasons/Admanco ·Crown Products ·Wayne Industries • J.M. Stewart ·H. Wilson ·Luxor • Valley Joist • PRADCO Outdoor Brands • PRADCO Fishing • Knight & Hale ·Carry-Lite ·Code Blue • Knight Rifles • Green Mountain Rifle Barrel ·Summit Treestands • Moultrie Feeders • Commonwealth Productions • S.S. Nesbit & Co. ·Military Service Company • EBSCO Promotional Products ·Publishers' Warehouse ·Grand View Media Group • EBSCO Reception Room Subscription Services ·Magazine Express ·Vulcan Service • Meta Press • Publisher Promotion & Fulfillment • EBSCO TeleServices • EBSCO Professional Partnership Group • Mt Laurel • Alys Beach • EBSCO Realty

n B.ARFIELD MURPHY SHANK&. SMITH PC

CERTIFIED PUBLIC ACCOUNTANTS

I 12.1 Riverchase. Office Road B_irmitigham, Alabama 35244 205c98205500 Fax 205-982-550 I www.bmss.coni

Report of Independent Auditors

To the Board ofDirectors and Stockholders EBSCO Industri~s, In.c.

Keith M. Barfield, CPA DonaldW. Murphy, Jr., CPA

John_ P. Shank, CPA Steverl N. Smi.th; CPA

Dianne L. Hart, CPA Myra S. Roberts, CPA

A. Jackson K_night, CPA David R. King

Derrel G. Curry, CPA

We have audited, in accordance with auditing standards generally accepted in the United Stat<;s, the consolidated. financial staternents of EBSCO Industries, Inc. fot the year el)ded June 30, 2007, and have Issued our report thereon dated October 18, 2007.

Total consolidated stockholders' equity of.EBSCO Industries, fuc, is shown in the. consolidated .financial staternents at June 30, 2007 exceeded $450,000,000.

This report is intended solely for the inforrnati.on and use by the board of directors and management of EBSCO and subsidiaries and .is not intended to be and should not be used for any other purpose.

October 18, 2007

' Members of the AICPA Memb_ers of the NACVA Members of the ASCPA Registered with PCAOB

-

.BARF. IE.LD MURPHY· SHANK&.. SMITH PC

CERTIFIED PUBLIC ACCOUNTANTS

1121. ·.Riv~rchase Ofike _Road Birmingham, Alabama 352~ , 205-982-5500 Fa>c20S-982-550 i www.bmss.com

Report of Independent Auditors

To the Board ofDirectors and Stockh.olders EBSCO Industries, .Inc.

Keith ·M. Barfield, CPA DonaldW; Murphy, Jr., CPA

JOhn ,P. Shank, CPA Steven N~ Smith, CPA Diann.e·L. _Hart, CPA My~a S. Ro!)erts, CPA

A'Jackson·KOight,C~A _ David R. King

Oertel_ G: Curry, CPA

We have audited, in accordance wit)l auditing standards generally accepted in the United States, the consolidated financial statements of EBSCO Industries, Inc. (EBSCO) for the year ended June 30, 2008, and have issued our report thereon dated October 20, 2008.

Total consolidated stockh.olders' equity of EBSCO Industries, Inc. as shown in the .consolidated financial statements at June 30,2008 exceeded $500,000,000. . '

This report is intended solely for the information and use by the board of directors and management of EBSCO and subsidiaries and is riot intended to be and should not be usl;!d for any other purpose.

October 20, 2008

Members of the AICPA Members of the NACVA Members of the AS CPA Registered with PCAOB

ATTACHMENT D Subscription Pricing Schedule

ISSN Format Title 2009 Price

0065-2725 Serial Print Advances in heterocyclic chemistry Standing Order

1058-7497 Serial Print Advances in taxation. Standing Order

Serial Print Advertising red books. International advertisers & agencies. 1,289.00

0003-8520 Serial Print Architectural digest. 39.95

0066-622X Serial Print Architectural history. 127.00

1477-1500 Online only Asian affairs. 318.00

0004-4687 Online only Asian survey. 267.00

1432-0746 Online only Astronomy and astrophysics. 3,485.00

1572-946X Online only Astrophysics and space science 4,326.67

1875-8576 Online only Asymptotic analysis. 2,000.00

Database ATLA religion database with ATLASerials (Unlimited users) Must be negotiated

1471-6828 Online only Online only Australasian journal of philosophy, 190.00

1758-1559 Online only Avian biology research. 515.00

1465-3338 Online only Avian pathology. 565.00

Online only Package Canadian entomologist Must be negotiated

0069-3138 Serial Print Chemistry and physics of carbon. Standing Order

1745-3755 Online only CoDesign 239.00

1532-690X Online only Cognition and instruction. 626.00

1573-2819 Online only Cognitive therapy and research. 1,169.93

1545-2530 Online only College & undergraduate libraries 199.00

1435-1536 Online only Kolloid-Zeitschrift & Zeitschrift fUr Polymere 3,862.82

1439-6912 Online only Combinatorica. 564.92

1420-8946 Online only Commentarii mathematici helvetici. 430.45

1479-5795 Online only Communication education, 334.00

1479-5787 Online only Communication monographs, 274.00

1557-7430 Online only DNA and cell biology 2,768.00

1531-8362 Online only Doklady. Mathematics I Russian Academy of Sciences 2,849.96

1521-009X Online only Drug metabolism and disposition: the biological fate of chemicals. 373.00

1742-0598 Online only DuBois review: social science research on race. 160.00

1547-7398 Online only Duke mathematical journal. 1,607.00

1539-297X Online only Ethics 397.00

1466-4356 Online only Ethnic and racial studies. 663.00

1573-5060 Online only Euphytica. 3,330.68

0265-6914 Online only European history quarterly 627.00

1435-4373 Online only European journal of clinical microbiology & infectious diseases. 963.77

0954-3007 Online only European journal of clinical Must be negotiated

Database Film & television literature index (Unlimited Users) Must be negotiated

Database Gender watch I from ProQuest Company. (2 users) Must be negotiated


Online only Package Package Gerontologist with Journals of gerontology: Series A-B 1,190.00

Database Historical New York Times {5 users) Must be negotiated

1437·434X Online only Holzforschung: Mitteilungen zur Chemie, Physik,Biologie, und 2,036.78 Technologie des Holzes.

1549-7860 Online only Human & ecological risk assessment 898.00

1423-0054 Online only Human development. 698.00

1533-158X Online only Human dimensions of wildlife 314.00

1572-9915 Online only Human ecology Open Access

1547-8181 Online only Human factors. 440.00

1432-1203 Online only Human genetics. 5,521.08

1938-3525 Online only Human organization, 65.00

1613-3722 Online only Humor. 296.07

1938-5587 Online only HVAC&R research. 199.00

1573-5117 Online only Hydrobiologia. 10,395.34

1435-0157 Online only Hydrogeology journal. 792.40

1573-9724 Online only liE transactions. 1,036.00

1432-1211 Online only Immunogenetics. 2,690.32

1943-5258 Online only Indiana University mathematics journal. 332.00

1466-1845 Online only Journal of geography in higher education. 1,515.00

1573-2916 Online only Journal of global optimization. 1,955.89

1547-7355 Online only Journal of homeland security and emergency management 237.00 [electronic resource].

1936-8631 Online only Journal of hospitality marketing & management 690.00

0276-3893 Online only Journal of housing for the elderly. 585.00

1550-6606 Online only Journal of immunology. 1,307.00

1553-166X Online only Journal of industrial and management optimization 587.00

1572-8889 Online only Journal of insect behavior. 938.01

1572-8145 Online only Journal of intelligent manufacturing. 1,144.15

1530-8138 Online only Journal of intelligent material systems and structures. 2,447.00

1479-9022 Online only Military balance. 391.00

1944-7744 Online only New York review of books. 935.00

Print Package Petersons 4 Year Colleges and Petersons 2 Year Colleges Must be negotiated

1558-1470 Online only Philosophical review. 101.00

0953-6639 Serial Print Professional engineering. 1,194.00

1096-2409 Serial Print Professional school counseling 115.00

0743-1643 Book Series Progress in mathematics. Standing Order

1573-4943 Online only Protein journal 1,298.86

0149-7863 Serial Print Pushcart prize. 35.00

1531-4650 Online only Quarterly journal of economics. 457.00

1747-0226 Online only Quarterly journal of experimental psychology 1,415.00

1541-1117 Online only Reference librarian. 982.00

1556-3022 Online only Review of education/pedagogy/cultural studies. 443.00

0034-9593 Serial Print Revista hispanica moderna 50.00


Database RllM abstracts of music literature (1 user) Must be negotiated

Online only Package Royal Society of Chemistry online Package G 6,729.00

0260-6291 Book Series Special publication/ Royal Society of Chemistry. Standing Order

1060-071X Book Series Special Publication/ Society for Sedimentary Geology. Standing Order

0081-8224 Serial Print Studies in medieval and renaissance history. Standing Order

1944-7973 Online only Water resources research. 842.00

1996-9732 Online only Water science and technology Must be negotiated

1573-2940 Online only Water, air & soil pollution. Focus 5,473.40

1572-9834 Online only Wetlands ecology and management. 718.97

0000-0191 Serial Print Who's who in American art 324.95

0309-524X Online only Wind engineering. 580.00

1545-6927 Online only Winterthur portfolio. 326.00

1572-834X Online only Wireless personal communications. 1,865.70

1470-1367 Online only Women. 385.00

1432-5225 Online only Wood science and technology. 1,745.87

1420-9039 Online only Zeitschrift fOr angewandte Mathematik und Physik. 1,664.67

1613-0103 Online only Zeitschrift fOr die alttestamentliche Wissenschaft 355.59

Online only Zeitschrift fOr Kristallographie 2,315.10

Online only Zeitschrift fur physikalische Chemie. 2,315.10

1469-8730 Online only Zygote 530.00

PAYMENT INCENTIVE LETTER FOR VIRGINIA TECH LIBRARIES

The service charge to handle a percentage of the subscriptions for Virginia Tech Libraries for 2010 and forward would be as follows (cumulative business that of less than $500,000):

PAYMENT RECEIVED BY:

October 26, 2009 September 21, 2009 August 24, 2009 July 27,2009 June 22, 2009 May25, 2009 April27, 2009

SERVICE CHARGE:

2.90% 2.75% 2.60% 2.45% 2.30% 2.15% 2.00%

Virginia Tech Libraries chooses which month they can pay their invoice and the service charge becomes the established service charge for that invoice and any subsequent invoices for the balance of the year.

The October service charge is based on your current mix of titles. Additions or deletions of subscriptions to the title list may impact your base rate. To take full advantage of the payment incentive, payment must be received by the date specified above and must be for the full amount. Incentive will be prorated for partial payment. Also, the reduction from the base service charge for early payment is calculated/based on the current interest rate environment and may fluctuate from year to year.

EBSCO's intent is to hold the library's service charge firm. However, the service charge can be impacted- either positively or negatively- by factors listed above. EBSCO will monitor the library's subscription list and notify the library if an adjustment in the service charge is warranted.

IMPORTANT

The service charge will remain in effect for the entire subscription year. For example, on the total list, with payment in June, the service charge would be 2.3% on the main invoice. This is truly a discount deducted from the bottom line of the main invoice. It is not a credit. All additional invoices throughout the year will reflect this service charge. All rate adjustments and new titles entered would reflect the 2.3% service charge. Also, for any new titles ordered throughout the year, there are no minimum line item charges.

This will constitute a considerable savings for the library.

- ----------------------------------------


The service charge to handle a percentage of the subscriptions for Virginia Tech Libraries for 2010 and forward would be as follows (cumulative business that of $500,001 to $1,000,000):


October 26, 2009 September 21, 2009 August 24, 2009. July 27, 2009 June 22, 2009 May 25,2009 April27, 2009

SERVICE CHARGE:

1.90% 1.75% 1.60% 1.45% 1.30% 1.15% 1.00%



EBSCO's intent is to hold the library's service charge firm. However, the service charge can be impacted- either positively or negatively- by factors listed above. EBSCO will monitor the library's subscription list and notify the library if an adjustment in the service charge is warranted.

IMPORTANT




The service charge to handle a percentage of the subscriptions for Virginia Tech Libraries for 2010 and forward would be as follows (cnmulative business that of$1,000,001 to $1,000,005):


October 26, 2009 September 21, 2009 August 24, 2009 July 27, 2009 June 22, 2009 May 25,2009 April27, 2009

SERVICE CHARGE:

0.90% 0.75% 0.60% 0.45% 0.30% 0.15% 0.00%



EBSCO' s intent is to hold the library's service charge firm. However, the service charge can be impacted- either positively or negatively- by factors listed above. EBSCO will monitor the library's subscription list and notify the library if an adjustment in the service charge is warranted.

IMPORTANT




The service charge to handle a percentage of the subscriptions for Virginia Tech Libraries for 2010 and forward would be as follows (cumulative business that ofless than $500,000):


October 26, 2009 September 21, 2009 August 24, 2009 July 27, 2009 June 22, 2009 May25, 2009 April27, 2009

SERVICE CHARGE:

2.90% 2.75% 2.60% 2.45% 2.30% 2.15% 2.00%



EBSCO's intent is to hold the library's service charge firm. However, the service charge can be impacted- either positively or negatively- by factors listed above. EBSCO will monitor the library's subscription list and notifY the library if an adjustment in the service charge is warranted.

IMPORTANT

The service charges listed above are fixed charges which remain in effect for the entire subscription year. For example, on the total list, with payment in July, the service charge for the Virginia Tech Libraries would be fixed at 2.45% and would not vary throughout the subscription year.

If Virginia Tech Libraries chose to make payment to EBSCO in October, the service charge is fixed at 2.9% and will remain at 2.9% throughout the subscription year.


The service charge to handle a percentage of the subscriptions for Virginia Tech Libraries for 20 I 0 and forward would be as follows (cumulative business that of greater than $1,000,005):


October 26, 2009 September 21, 2009 August 24, 2009 July 27, 2009 June 22, 2009 May 25,2009 April27, 2009

SERVICE CHARGE:

0.00% -0.15% -0.30% -0.45% -0.60% -0.75% -0.90%



EBSCO's intent is to hold the library's service charge firm. However, the service charge can be impacted- either positively or negatively- by factors listed above. EBSCO .will monitor the library's subscription list and notifY the library if an adjustment in the service charge is warranted.

IMPORTANT

The service charge will remain in effect for the entire subscription year. For example, on the total list, with payment in June, the service charge would be -0.6% on the main invoice. This is truly a discount deducted from the bottom line of the main invoice. It is not a credit. All additional invoices throughout the year will reflect this service charge. All rate adjustments and new titles entered would reflect the -0.6% service charge. Also, for any new titles ordered throughout the year, there are no minimum line item charges.


Attachment 1 Negotiations


1. Virginia Tech Question: Are there any fees associated with cancellations?

Contractor Answer: A $10 cancellation fee is charged on any order cancelled after the order has been processed for entry. If the cancellation is a result of our error, there is no charge

2. Virginia Tech Question: What are the fees associated withe-only subscriptions from publishers that do not offer an agency discount for handling the e-only subscription?

Contractor Answer: There is $12.00 net title fee charged as there is on any other title where we do not receive an agency discount from the publisher.

3. Virginia Tech Question: Section VI.C.lO. ofRFP 0007932 states that "The Contractor shall alert Virginia Tech for the presence of any license agreements before placing the order with the publisher." Please elaborate on how you intend to fulfill this alerting requirement and ensure that Virginia Tech does not pay for any subscriptions before they have an opportunity to examine the license agreement.

Contractor Answer: Through EBSCONET®, the customer can access license information prior to placing an order. We provide information regarding the license type, various terms of use, and if the license is available online, a link is provided.

4. Virginia Tech Question: Virginia Tech is precluded by law from entering into a contract that contains a cost plus a percentage of cost price arrangement. Therefore, please propose another pricing arrangement.

Contractor Answer: EBSCO is able to present an alternative pricing method where we will offer a flat rate per individual title expressed in dollars.

The service charge to handle a percentage of the subscriptions for Virginia Tech Libraries for 2010 and forward would be as follows:

For cumulative annual fiscal year business totaling less that $500,000.00, there would be a service charge of $14.00 per individual title.

For cumulative annual fiscal year business totaling $500,001.00 to $1,000,000.00, there would be a service charge of $9.00 per individual title.

For cumulative annual fiscal year business totaling $1,000,001.00 to $1,500,000.00, there would be a service charge of $5.00 per individual title.

For cumulative annual fiscal year business totaling $1,500,000.00 or more, there would be a service charge of $0.00 per individual title.

5. Virginia Tech Question: Do you agree that the initial contract period shall be five (5) years?

Contractor Answer: Yes.

6. Virginia Tech Question: Upon completion of the initial contract period, does EBSCO Industries, Inc. agree that the contract may be renewed by Virginia Tech upon written agreement of both parties for two (2) one year periods, under the terms of the current contract?

Contractor Answer: EBSCO agrees that the contract may be renewed by Virginia Tech upon written agreement of both parties.

7. Virginia Tech Question: If awarded a contract, are you willing to hold prices firm for the initial contract period and all subsequent renewals?

Contractor Answer: EBSCO would hold the base service fee firm provided there is no significant change in the mix of titles ordered. The individual prices of the titles are based on the publishers' retail price and change from year to year.

8. Virginia Tech Question: Virginia Tech is initiating this contract, but any Commonwealth of Virginia institution or agency who wishes to attach to it may use it to fulfill their continuations services requirements. With this in mind, please provide your best schedule of prices for all services offered.

Contractor Answer: EBSCO understands Virginia Tech wishes to allow Commonwealth of Virginia institutions or agencies to attach to the contract to fulfill their continuations services requirements. EBSCO reserves the right to assign a service fee to each agency or institution based on their unique mix of titles. However, the acceptance to offer this service to any Commonwealth of Virginia institution or agency does not change the pricing offered in this RFP to Virginia Tech.

9. Virginia Tech Question: Does EBSCO Industries, Inc. acknowledge, agree, and understand that the terms and conditions ofthe RFP #000794 3 shall govern the contract if a contract is awarded to your company?

Contractor Answer: EBSCO acknowledges, understands and agrees to the conditions of the contract with the exceptions of the following:

E (5) On claims for missing issues submitted by Virginia Tech within the publisher's o cover the cost for purchasing the missing issues.

EBSCO will supply replacement issues free of charge from the Missing Copy Banlc In the event of an EBSCO error, the replacement issue will be free of charge or a credit will be provided to cover the cost of replacing the missing issues identified by the claim. EBSCO will work with the Library to obtain missing issues at no additional cost from the publisher; however, EBSCO will not be held responsible for issues lost in the postal system, in the campus mailroom or in the library. If the publisher is out of stock, EBSCO will contact back issue dealers. If the publisher is not out of stock and for some reason will not supply the issues in question at no additional charge, EBSCO will notifY the Library of the replacement cost.

F. (1) The Contractor shall cancel individual titles at any time during the subscription year when notified by Virginia Tech.

Cancellations are accepted at any time during the subscription year when notified by Virginia Tech, except for non-cancellable subscriptions as governed by the publisher. Even on non-cancellable titles, we will make every attempt to achieve cancellation but this is totally subject to the publisher's discretion.

H. (2) Virginia Tech shall not be held responsible for shipments lost in transit or otherwise not received. The Contractor shall provide replacement copies at no charge for defective, mutilated, or damaged issues, or those that are not delivered within publisher policies.

EBSCO will supply replacement issues free of charge from the Missing Copy Bank. In the event of an EBSCO error, the replacement issue will be free of charge or a credit will be provided to cover the cost of replacing the missing issues identified by the claim. EBSCO will work with the Library to obtain missing issues at no additional cost from the publisher; however, EBSCO will not be held responsible for issues lost in the postal system, in the campus mailroom or in the library. Ifthe publisher is out of stock, EBSCO will contact back issue dealers. If the publisher is not out of stock and for some reason will not supply the

issues in question at no additional charge, EBSCO will notify the Library of the replacement cost.

10. Virginia Tech Question: Are the prices for all good/services listed in your proposal inclusive of all applicable eVA system transaction fees?

Contractor Answer: No. There is an eVA transaction fee of 1% ofthe purchase order, not to exceed $1,500.00 for that purchase order. This fee is not figured into the prices for all goods/services listed in the proposal.

11. Virginia Tech Question:

Since our purchasing system requires precise and accurate information, please provide the following:

a. Legal name of your company.

b. Trade name (DBA) if different from legal name.

c. Taxpayer identification number.

d. Company name and address to which Virginia Tech should mail purchase orders.

e. Company name and address to which Virginia Tech should mail payments.

f. IRS W -9 form (Request for Taxpayer Identification Number and Certification).

Contractor Answer: EBSCO Industries, Inc. EBSCO Information Services

~ation Services, PO Box 2543, Birmingham, AL 35202 EBSCO Information Services, PO Box 2543, Birmingham, AL 35202 A completed W-9 is attached as Exhibit 3.

12. Virginia Tech Question: Do you acknowledge, agree and understand that Virginia Tech cannot guarantee a minimum amonnt of business if a contract is awarded to your company?

Contractor Answer:

It is understood and acknowledged that Virginia Tech cannot guarantee a minimum amount of business should a contract be awarded to EBSCO. We have accounted for this allocation of business in our pricing methodology.

13. Virginia Tech Question: Regarding EBSCO's response to question #1 0, I seek further clarification. Please respond the the following: By registering in Virginia's EVA system, you agreed to pay the transaction fee of 1%, capped at $1500.00. Would you be willing to reconsider your answer and agree to build the 1% fee into your prices?

Contractor Answer: In response to question# 10, I offer the following: if Virginia Tech issues only one blanket purchase order that covers the life of the contract (5 years plus two 1 year renewals for a total of7 years) then EBSCO agrees to absorb the 1% EVA transaction fee capped at $1,500.

14. Virginia Tech Question: In light of the revised flat rate pricing structure addressed in number 4 above, how will pre-payment discounts be applied for the duration ofthe contract?

Contractor Answer: Each year EBSCO offers prepayment credit to any library that pays us prior to October for January renewal start dates. The percentage of credit applied for any account will vary from year to year based on the current money market conditions. The payment deadline dates will vary based on the current calendar. If prepayment credit is earned through EBSCO receiving payment prior to September from the Virginia Tech Libraries, a credit is issued based on the current rate schedule and the payment amount received. The credit is added to your payment and applied to your main renewal invoice. Once your main renewal invoice is produced, any credit balance including remaining prepayment credit can be used in any way that the library chooses. That choice may be a refund check, application of the credit against outstanding invoices which result from an interim order or a supplemental billing. Please refer to Exhibit 1.

EXHIBIT 1

15:~-rl•] INFORMATION SERVICES

06/01/09 P.O. BOX 2543

1.3\I~MINGI-IAM, AL 35202~2543 (205) IJ9Fl2'11

FAX (205) Y95· 1613

REESI-IERER Vice PrcRidcnt, Gvneml Mnnnger

SAVINGS THROUGH PREPAYMENT

We are pleased to offer you a substantial savings by prepayment of your Annual Renewal List. A one-line invoice, which includes estimated publisher price increases, is enclosed for prepayment purposes. When EBSCO receives your prepayment via check or electronic funds transfer, we will credit your account with the amount of your prepayment plus an additional credit amount as indicated below:

Payment Received By: June 22, 2009 July 27, 2009 August 24, 2009 September 21, 2009

Receive a Credit of: 0.50% 0.375% 0.25% 0.125%

For example, if we receive a $5,000 payment by June 22, 2009, we will add 0.50% of$5,000, or $25.00, and credit your account for $5,025.00.

ACT NOW! Do not wait until your renewal list has been reviewed and retumed. Send your prepayment now to maximize your savings.

After you retum the renewal authorization, a final invoice will be generated which includes the amount of your payment plus the additional credit as "Cash/Credit Applied." Any balance due or overpayment from you will be indicated. The definitive invoice will be based on the publisher's prices in effect at the time of invoicing. We suggest that payments be posted against this invoice and not against prices appearing on the Annnal Renewal List.

If you have any questions about our prepayment program or this offer, please do not hesitate to call.

Carolyn Etress Accounts Receivable Supervisor 877-763-6347

~e 1"\JRMlNGHAM, ALABAMA 35201

(205)<191-MHlJ

Fotm W-9 Request for Taxpayer Give form to the requester. Do not {Rev. October 2007) Identification Number and Certification

D<lPMmmll o! 1110 TrMsury send to the tRS. lnhmmlli~vor.u<> Sr:rvi~c

Name (as st1own on your !r.come lax return) .oi

~ --· ---·~ -Business flllme, if different from above a.

[ P·iS C 0 I Lil2\! S TR 1 E <:, cL b."' E P,SCD 5er<.VJGt:S c I ('(FoRM rvn v N 0 -"@ 0 Pattnersnip CMCI( approprfote box: 0 !rrdividunVSOIC" propri()tor {8t Corporation O Exempt ES 0 Limited liabiti\y company. Enter \he tnx ctassificntiOil (D=disregarded 01\tlty, C=-corporaUon, P"'partnershtp) .,. .. .... P<LYOO "0 0 01.\'!IY (OCG Instructions) .,. Oj; E • AdOres~; (number, slr\*lt, ond apt or suite no.) R~U:~uester's name 8J1d address iDPtional) ·c: .5

"' 0 ___ [Q_J_?o~<. "'54 3 1E

l Gi\y, Stale, Md ZIP COd~

(21 12./V\ 1 N § H 1'\-fVt, A-L. 35). D ?-$ List account number(!>) here {optlonaij

"' ' T_axpayer Identification Number fTIN) --

Enter ~'Otlr 'TIN In the approptiate box. The liN pr0v1ded must mulch the name given on L1ne 1 to avoid bacHup wllhholding. For individvals, lhis is your socifjl security number (SSN}. However, for a resident 11!ien, sole proprietor, or disregarded entity, see thG Pari llnstructlons on page 3. For other flnllt!es, it is yDur (Jmployer idenllfica\ion nurnber {EIN). H you do not have a number, see How to get a TIN on page $.

Note. II the account is in more \Mn one name, sse lhe chart on pags 4 for guidelines on whose number to enter.

Under penalties o{ perjury, I certify that:

1, Tl1e number shown on thin form is my correct l"nxpayer idcntlflcal!on number {or I 'am waiting for a number to bo issued to me), and

2. I am not subject l-o baclnJp withholding becl'!use: (a) 1 am exempt !rom bac!<up withholding, or {b) I have not been oo\l{led by the Internal Revenue Service {IRS) that 1 om subject to backup wi\l)Mfcling as a result of n foOuro to report all Int-erest or dividends, or {c) the IRS has nollfled me tllat 1 am no longer subject to backup withholding, and

3. I arn a U.S. citizen or other U.S. person {defined below), Certification instructions. You must cross Ollt item 2 above lf you have been nol!fled by the iRS \hat you are currently subject to backup withholding beoau~e you have fa[Jed to report all interest a.nd dividends on your lax return. For real oslo.te transactions, ltt:Jil' 2 does not apply. For mortgage interest paid, acquisition or abandonment o1 secured property, cancellation of debt. contributions to an individual rt?Jtir~tnGnl arrangoment (IRA), and generally, payments other than interest and dividend$, you are not required to sign the Certification, Put you must provide your correct TIN. Sea the instructions on page 4. c-:---T--------"---------··-------·---------

Sign Here

General Instructions Section references are to the Internal Revenue Code unless o1herwise noted.

Purpose of Form A person who is required to file an infa~mation return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, canc:eUa\ion o! debt, or contril:.ulions you made to an IRA.

Use Form W-9 only if you are a U.S. person (Including a resident allen), to provide your correct TIN lo the person requesting it (the requester) nnd, when applicable, to:

1, CerHfy tl1at the 11N you are giving is correct (or you are waiting for a number to be issued},

2. Certify 1hat you are. not subject to backup wit11holding, or 3, Claim exemption {rom baclmp wilhllolding if you are a U.S.

exempt payGe. If applical)le, you are also cerlifying tllat as a U.S, person, your allocable share of any partnership income from a U.S. tr<lde or busit1ess is not subject to the withholding tax on foreign partnel's' share of effectively connected income.

No1e. If a requester gives you a form other than Form W-9 to request your TIN, you must use the requester's form if it is substantially similar to this Form W~9.

Data,..

Definition of a U.S. persc;m. For fr~dera! tax purposes, you are considered a U.S, person if you are; • An individual who is a U.S. citizen or U.S. resident allen, • A partnership, corporation, company, or association created or organized in the United States or under the law.s ol the United States, • An est<Jte (ot11er than a foreign estate), or • A domestic trust (as define(! in Regulations section 301.7701· 7). Special rules for pa11:nerships. Pal'tnershlps that conduct a irade or busin~ss in the United States are gener.e~\!y n~quired to pay a withholding tax. on any foreign partners' share of income 1rom such business. Further, in ce1iain oases whe1'e a Form W-9 has not been received, a partnership is required to presume that a partner is a foreign person, and pay the will1holding tax. Thereiore, li you are a U.S. person tllal is a pa1tner in a partnership conducting a trade or business in the United States, provide Form W~9 to the pa.rtnarshlp to establish yo~tr U.S. status and avoid wlthholding on your share of partnership mcome.

The person who gives Form W-9 to the partnership for purposes of establishing its U.S. status and avoiding withholding on i\s allocable share of net income from the partnership conducting a trade or business in the Unlted States is in tlle following cases:

• The U.S. owner of a disregarded e11tity a.nd not the entity,

Cat. No. 10231X form W-9 (~cv. 10·200'1)