Agenda Item A.21
CONSENT CALENDAR
Meeting Date: June 20, 2023
TO: Mayor and Councilmembers
FROM: Jaime A. Valdez, Neighborhood Services Director
CONTACT: Shanna Dawson, Management Analyst
SUBJECT: Amendment No. 2 to Goleta Valley Library Professional Service Agreement for Library Materials Processing Services with Baker and Taylor, LLC.
RECOMMENDATION:
Authorize the City Manager to execute Amendment No. 2 to Professional Services Agreement No. 2019-047 between the City of Goleta and Baker and Taylor, LLC for continued tasks, increased compensation in the amount of $440,800, for a total not-to-exceed amount of $806,829 and extension of the contract term ending date to June 30, 2025, subject to the approval of the budget for fiscal years 2023/24 and 2024/25.
BACKGROUND:
The Goleta Valley Library orders books, audio, and visual materials for its patrons through companies that provide a database of materials, ordering, processing, and delivery services. These services are considered professional services because the library coordinates with the vendors to develop specifications that get affixed to the materials that patrons check out. The City entered into Agreement No. 2019-047 with Baker and Taylor, LLC for the purchase of books on May 5, 2019, and amended that agreement on August 17, 2021, to add funds and extend until June 30, 2023. Baker and Taylor, LLC is considered a sole source vendor in the geographical area for library books, and thus a Request for Proposals was not necessary.
DISCUSSION:
Baker and Taylor, LLC is used by most libraries within Santa Barbara County and is considered the industry standard in this region. According to Library staff, pursuing a new vendor for materials and processing would necessitate the development of all new specifications for books, audio, and visual materials the library orders, an intensive process for the library’s limited staff, especially when the Library is without a director. Staff has spent a significant number of hours being trained in best practices for the complex practices of ordering materials through the Black Gold ILS; Black Gold has become conversant with the Baker and Taylor, LLC Acquisitions module. 1 Meeting Date: June 20, 2023
Furthermore, staff has been highly satisfied with the processing, collection development, online selection, fill rate, back -order period and shipping speed from the recommended vendor currently being used. Baker and Taylor, LLC has partnered with the City for the past four years. Therefore, staff recommends that the City amend its agreement with Baker and Taylor, LLC for an additional two years.
FISCAL IMPACTS:
Pending the City Council adoption of the Fiscal Year (FY) 2023/24 and 2024/25 budget, there are sufficient funds available in the accounts for Funds 209, 210, 215, and 223 for the Goleta Valley, Buellton, and Solvang libraries. Additionally, Fund 236 is made up of grants for the libraries, and additional unspent funds will be brought over from FY 2022/23.
ALTERNATIVES:
City Council could direct staff to pursue a Request for Proposals to obtain bids from additional vendors, or to enter into a new contract with Baker and Taylor, LLC . Either option has the potential to delay materials available to the library and impact operations.
Reviewed By: Legal Review By: Approved By:
___________________ ___________________ _________________ Kristine Schmidt Megan Garibaldi Robert Nisbet
Assistant City Manager City Attorney City Manager
ATTACHMENTS:
1. Amendment No. 2 to Agreement 2019-047 with Baker and Taylor, LLC
2. Agreement No. 2019-047 and Amendment No. 1 with Baker and Taylor, LLC 2 Attachment 1
Amendment No. 2 to Agreement 2019-047 with Baker and Taylor, LLC 3 AMENDMENT NO. 2
TO A PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF GOLETA
AND
BAKER AND TAYLOR, LLC
This Amendment No. 2 to the Professional Services Agreement by and between the City of Goleta , a municipal corporation (“City”) and Baker and Taylor, LLC (“Consultant”) dated May 5, 2019 (“Agreement,” Agreement No. 2019-047) is made on this _____ day of June, 2023.
SECTION A. RECITALS
1. This A greement i s pr ofessional book proc essing ser vices at the Goleta Valley, Buellton, and Solvang Libraries; and
2. This Agreement has been amended to add additional funds and extend the time of the agreement in Amendment No. 1, dated August 17, 2021.
3. The Agreement currently provides in Section 3 Subsection (a) for the total compensation amount not to exceed $366,029; and
4. The parties desire to am end the Agreement so as to provide for additional compensation in the amount of $440,800 for continued tasks; and
5. The Agreement curr ently provides in Sec tion 6 for the termination of the Agreement on June 30, 2023; and
6. The parties desire to amend the Agreement so as to extend the termination of the Agreement to June 30, 2025; and
7. The Agreement currently provi des in Exhibit A entitled “Scope of Services and Pricing” the purchase rates; and
8. The parties desire to amend Exhibit A of the Agreement to identify the new purchase rates, attached as “Exhibit A-1”; and
9. The City Council app roved this A mendment No. 2, on this ___ __ day of June, 2023.
SECTION B. AMENDED TERMS
Now therefore City and Consultant agree as follows that the Agreement be, and hereby is, amended as follows:
City of Goleta
Amendment No. 2 to Agreement No. 2019-047
4 City of Goleta
Amendment No. 2 to Agreement No. 2019-047
1. Subsection (a) of S ection 3. COMPENSATION AND PAYMENT of the Agreement is amended to add an additional authorized amount of $440,800 and to read in its entirety:
(a) Maximum and Rate. The total compensation payable to CONSULTANT by CITY for the services under this A GREEMENT SHALL NOT EXCEED the sum of $806,829 (her ein "not-to-exceed amount") and shall be earned as the work progresses.
Per unit on a per-unit basis and with reimbursement to
CONSULTANT for those expenses set forth in
CONSULTANT's Scope of Services and Pricing marked
Exhibit "A," attached and incorporated herein. The rates and expenses set forth in that exhibit shall be binding upon CONSULTANT until June 30, 2025, after which any change
in said rates and expenses must be approved in writing by CITY's Project Manager as described in Section 5 (CITY is to be given 60 days notice of any rate increase request),
provided the not to exceed amount is the total compensation due CONSULTANT for all work described under this
AGREEMENT.
2. Section 6. TERM, PROGRESS AND COMPLETION of the Agreement is amended to extend the term for an additional two years to read in its entirety:
The term of this Agreement is from the date first written above to June 30, 2025, unless the term of this Agreement is extended or the Agreement is terminated as provided for herein.
CONSULTANT shall not commence work on the services to be performed until (i) CONSULTANT furnishes proof of insurance as required by Section 10 below, and (ii) CITY gives written authorization to proceed with the work provided by CITY’s Project Manager. All services shall be completed within the term of this Agreement following the notice to proceed.
3. This Agreement is amended to delete and replace in its entirety:
Exhibit A “Scope of Services and Pricing” with Exhibit A-1 “Scope of Services and Pricing” attached hereto and incorporated herein.
4. Except as otherwise specifically provi ded herein, all other provisions of the Agreement shall remain in full force and effect
In concurrence and witness whereof, this Amendment No. 2 has been executed by the parties effective on the date and year first above written.
5 City of Goleta
Amendment No. 2 to Agreement No. 2019-047
CITY OF GOLETA CONSULTANT
____________________________ ______________________________ Robert Nisbet, City Manager LeeAnn Queen,
Director of Pricing Services
A T T E S T :
_____________________________ ______________________________ Deborah Lopez, City Clerk Jennifer Rhyne,
Manager of Pricing Projects & Analytics
APPROVED AS TO FORM:
MEGAN GARIBALDI, CITY ATTORNEY
_____________________________
Scott Shapses, Deputy City Attorney
6 E
xhibit A-1 Scope of Services and Pricing
7 Shelf-Ready Processing Pricing for Year One (1)
FOR PRINT MATERIAL
We are pleased to outline the following pricing for print material. BAKER & TAYLOR reserves the right to adjust pricing if the Library’s requirements change at any time throughout the project. Should the library require additional services in collection development, cataloging, processing, reporting, storage, or shipment, BAKER & TAYLOR may adjust pricing accordingly. If the library system cannot be accessed via our Z39.50 methodology, then CLS (Customized Library Services) may discuss alternative methodologies for system and shelf ready material. It should be noted that the cost for an alternative methodology other than what is outlined within this proposal, would be different than the pricing quoted below. All items will be supplied by CLS unless otherwise noted:
ONGOING AND CONTINUATION COLLECTION SERVICES ……………………………………………………………………$4.50/UNIT (1) INCLUDES:
1. ADAPTIVE AND COPY CATALOGING WITH CIP UPGRADES WHERE NEEDED, UTILIZING Z39.50 PROTOCOL
2. ITEM LINKING
3. PROJECT MANAGEMENT SUPPORT
4. MYLAR JACKET
5. LABEL PROTECTORS
6. SUPPLY, LINK, AND AFFIX BAKER & TAYLOR UNIVERSAL RFID TAG
7. SPINE LABEL
8. BARCODE LABEL
9. BRANCH LABEL
10. BIBLIOGRAPHIC LABEL
11. GENRE LABEL
12. NE
W LABEL
ADDITIONAL SERVICES AT THE LIBRARY’S REQUEST:
LAMINATE PAPERBACK COVERS (ADDITIONAL)
10 MIL TRADITIONAL LAMINATE….……………………………………………………………………………………...…………$2.15/UNIT (1) 7 MIL TRADITIONAL LAMINATE….…………………………………………..…………………………………………...…………$2.05/UNIT (1) ♦ BAKER & TAYLOR’S PAYMENT TERMS ARE NET 30 DAYS FROM THE DATE OF INVOICE. OWNERSHIP TRANSFER AND INVOICING WILL OCCUR ON THE
DATE CATALOGING AND PROCESSING IS COMPLETED AND THE MATERIALS ARE EITHER SHIPPED OR PLACED IN STORAGE AT A BAKER & TAYLOR FACILITY. IF STORAGE IS REQUIRED, BAKER & TAYLOR WILL STORE THE MATERIALS IN A FULLY INSURED AND CLIMATE- CONTROLLED FACILITY UNTIL THE DESIRED SHIPMENT DATES. INVOICES ARE MAILED TO THE LIBRARY AT THE TIME INVOICING OCCURS. (1) THE PRICES SHOWN ARE VALID FOR THE FIRST YEAR OF THE RENEWAL TERM. WE RESERVE THE RIGHT TO REVIEW THE PRICES ANNUALLY AND, IF APPLICABLE, REQUEST THE CITY’S CONSIDERATION OF AN INCREASE IN PRICE, BASED ON CPI. ---
-------------------------------------------------------------------- Shipping Services
Library orders will continue to be delivered FOB Destination, with free shipping from your designated primary service center. A transportation surcharge of 2.0% per invoice total (excluding cataloging and processing fees) for book and spoken word audio materials will appear as a separate line item on each invoice. Staff accounts (for personal use) will be taxed appropriately and will be invoiced for any shipping costs.
8 Attachment A
Baker & Taylor Page 1 of 2
Discount Terms and Conditions of Sale (Firm Order Print Book and Spoken Word Audio) Goleta Valley Public Library (CA)
Baker & Taylor is pleased to offer the discount terms and conditions contained in this Attachment A. The pricing grid below p rovides discounts for each product category offered by Baker & Taylor, as further explained in ENDNOTES (a) through ( f) below.
Product
Category
Category Definition (a), (f)
Price Indicator (f)
Discount (f)
I. Adult Trade Hardcover Editions
(Popular Fiction & Non-Fiction, and may include
some spoken word audio; see also Product
Category IX for exceptions)
01 - (zero one) (Adult Hardcover Trade Editions)
C - (Hardcover Computer Books)
01 = 44.5 %
C = 44.5 %
II. Juvenile Trade Hardcover Editions
(Popular Fiction & Non-Fiction; see also
Product Category IX for exceptions)
J1
J1 = 44.5 %
III. Adult Quality Paperback Editions
(Popular Fiction & Non-Fiction; see also Product
Category IX for exceptions)
B - (Paperback Trade Editions)
C - (Paperback Computer Books)
B = 40.0 %
C = 40.0 %
IV. Juvenile Quality Paperback Editions
(Popular Fiction & Non-Fiction; see also Product
Category IX for exceptions)
G
G = 40.0 %
V. Mass Market Paperback Editions; see also
Product Category IX for exceptions
P
P = 40.0 %
VI. Single Edition Reinforced (Juvenile; see also
Product Category IX for exceptions)
R
R = 20.0 %
VII. Publisher's Library Edition (Juvenile; see also
Product Category IX for exceptions)
Z
Z = 20.0 %
VIII. University Press Trade Editions (may be of any
product category or binding type and include
some spoken word audio; see also Product
Category IX for exceptions)
A
A = 10.0 %
IX. Text, Technical, Reference, Professional
Medical, Small Press, some University Press
titles (excluding University Press Trade
Editions); publishers whose titles have limited
sales volume; Titles of Limited Demand
(may be of any product category or binding
type or publisher of origin and may include
some spoken word audio); certain Adult Trade
Hardcover Editions and Juvenile Trade
Hardcover Editions
S/X/N - (Text, Technical, or Reference Editions)
L - (Hardcover Editions from Small Press, publishers
whose titles have limited sales volume, and Hardcover
Titles of Limited Demand—primarily Adult)
7 - (Hardcover Titles of Limited Demand —primarily
Juvenile)
M - (Paperback Editions from Small Press, publishers
whose titles have limited sales volume, and Paperback
Titles of Limited Demand—primarily Adult)
1 - (Paperback Titles of Limited Demand —primarily
Juvenile)
T/U/V/W/4/Letter O - (Specialty Textbooks)
5/6/8 - (Professional Medical Titles)
02 (zero 2) - Adult Trade Hardcover Editions having
below average publisher list price titles in Category I
J2 - Juvenile Trade Hardcover Editions having below
average publisher list price titles in Category II
S = 10.0 %
X = 10.0 %
N = 0.0 %(b)
L = 10.0 % (c)(d)
7 = 10.0 % (d)
M = 10.0 % (c)(d)
1 = 10.0 % (d)
T = 0.0 %
U = 10.0 %
V = 10.0 %
W = 0.0 %
4 = 10.0%
Letter O =
10.0 %
5 = 0.0 %
6 = 0.0 %
8 = 0.0 %
02 = 10.0%
J2 = 10.0 %
X.
Imported English and Non-English Language
Editions; see also Product Category IX for
exceptions
F/K/3
F = 0.0 %
K = 0.0 %
3 = 0.0 %
XI. Enhanced Service Program
Y / Q Y = 0.0 % (e)
Q = 0.0 % (e)
9 Attachment A
Product
Category
Category Definition (a), (f)
Price Indicator (f)
Discount (f)
XII. Spoken Word Audio; see also Product Category
IX for exceptions
H
H = 44.5 %
XIII. Board Books; see also Product Category IX for
exceptions
I
I = 20.0 %
XIV. Novelty Items/Activity Books; see also Product
Category IX for exceptions
I I = 20.0 %
XV. Special Programs, such as:
- PawPrints Editions
- Turtleback Editions
D
E
D = 0.0 %
E = 0.0 %
ENDNOTES
(a) Please see Attachment B for full category definitions, which are attached hereto and incorporated herein by reference. Materials produced for print - on-demand services may fall into any category.
(b) Titles which receive minimal publisher discount will be invoiced at the publisher’s list price, unless otherwise indicated.
(c) Represents publishers with limited sales volume, based upon a semi -annual review. These titles may be of any product category or binding type or publisher of origin.
(d) Represents individual titles which do not qualify for preferred stock status (based upon a quarterly review) and individual titles which qualify for preferred stock status, but have limited demand (calculated over a rolling 12 month period). These titles ma y be of any product category or binding type or publisher of origin.
(e) Titles where Baker & Taylor receives no discount from the publisher or prepayment is required by the publisher or publishers whose titles have limited demand and/or non-commercial publishers will be invoiced at list price.
(f) Please note the following:
• Except where otherwise noted, book discounts are applied to current publisher's list price at the time of shipment. Publisher ’s list price is subject to change without notice.
• Baker & Taylor reserves the sole right to be the final determinant of product categories, category definitions and price indicators. The discounts vary based on this determination.
• Titles are categorized by Baker & Taylor for pricing purposes by considering the binding, general marketing categories, deman d for certain titles, preferred stock status, cost of acquisition, cost of distribution, average publisher’s list price, and the size or type of publisher, as well as factors related to relationships with publishers such as shipping terms, payment terms, publisher’s discount, returnability to publishers and other factors.
• Product categories, category definitions and price indicators are subject to change at Baker & Taylor’s sole discretion, without notice, based upon the above-described factors for categorizing titles.
• For domestic titles where no publisher list price is assigned by the publisher, Baker & Taylor will assign such titles a price in its electronic catalog which is based upon Baker & Taylor’s estimate of market conditions.
• For imported titles where no publisher list price is assigned by the publisher for the U.S. market, Baker & Taylor will assig n such titles a U.S. doll ar price in its electronic catalog which is based upon Baker & Taylor’s estimate of market conditions.
• For PawPrints editions, Baker & Taylor will assign such titles a price in its electronic catalog which is based upon Baker & Taylor’s estimate of market conditions.
• Titles of limited demand or from small or specialty publishers generally are included in Product Category IX or Product Categ ory XI. Titles of limited demand may be of any product category or binding type or publisher of origin and include so me spoken word audio.
• The discount terms and conditions in this Attachment A do not apply to Baker & Taylor’s Continuation Services or Approval Pro grams.
• Except where otherwise noted, Baker & Taylor provides an invoice that identifies the publisher’s current list price at the time of shipment, the discount offered, and the exact price charged for each title ordered.
• Price Indicators and estimated sales price by title are displayed in Baker & Taylor’s online ordering system, Title Source 36 0.
10 Attachment B
Category Definitions
(Please see Attachment A for discount terms and conditions of sale, discount pricing grid and Price Indicators.)
I. Adult Trade Hardcover Editions (Price Indicators 01, C) High demand materials from widely distributed publishers designed for the general consumer, usually dealing with a subject ma tter having broad mass appeal, and may include some spoken word audio materials and computer books . These titles are typically released in hardback and can be either fiction or current non-fiction. Publisher promotional/media expenditures and print runs are customarily higher for these titles than for most others. Inventory is maintained with preferred stock status (regularly stocked in major warehouses). See also Product Category IX for exceptions.
II. J uvenile Trade Hardcover Editions (Price Indicator J1) High demand, juvenile materials from widely distributed publishers designed for the general consumer, usually dealing with a subject matter having broad mass appeal. These titles are typically released in hardback and can be either fiction or current non -fiction. Publisher promotional/media expenditures and print runs are customarily higher for these titles than for most others. Inventory is maintained with preferred stock status (regularly stocked in major warehouses). See also Product Category IX for exceptions.
III. A dult Quality Paperback Editions (Price Indicators B, C) High demand paperback materials from widely distributed publishers, other than the standard rack size paperback, typically found in bookstores and other retail outlets, and may include some computer books. Inventory is maintained with preferred stock status (regularly stocked in major warehouses). See also Product Category IX for exceptions.
IV. Juvenile Quality Paperback Editions (Price Indicator G) High demand, juvenile paperback materials from widely distributed publishers, other than the standard rack size paperback, typically found in bookstores and other retail outlets. Inventory is maintained with preferred stock status (regularly stocked in major warehouses). See also Product Category IX for exceptions.
V.
Mass Market Paperback Editions (Price Indicator P)
A standard rack size paperback typically found in bookstores or other retail outlets. See also Product Category IX for exceptions.
VI . Single Edition Reinforced (Price Indicator R)
A high quality binding designed to provide a long shelf life in a heavy use environment. Although the binding is fanned and glued it may no t be sewn, which is typically found in the publisher library edition. Subject content can include both fictional and non -fiction works appealing to juveniles as well as adults. These bindings are identified by the publisher to Baker & Taylor. See also Product Category IX for exceptions.
VII. Publisher Library Editions (Price Indicator Z)
Fiction as well as non -fiction materials appealing to both juveniles and adults, designed with the rugged durability required of the environment typically found in a library setting. Publisher Library Editions are traditionally of the highest quality, usually fanned, sewn and glued to provide the greatest possible shelf life of any binding. These bindings are identified by the publisher to Baker & Taylor. See also Product Category IX fo r exceptions.
VIII. U niversity Press Trade Editions (Price Indicator A) This category would include any University Press Trade Editions, both adult and juvenile, may be of any category product or binding type, and may include some spoken word audio materials, and are subject to publisher reclassification. See also Product Category IX for exceptions .
IX. Text, Technical, Reference, Small Press, Titles of Limited Demand, and certain Adult Trade and Juvenile Trade Hardcover Editions (Price Indicators S, X, N, L, M, V, T, U, W, Letter O, 1, 4, 5, 6, 7, 8, 02 (zero 2), J2) Category of materials includes, but is not limited to, text, technical, reference, professional medical, small press, and some university press titles (excluding U
niversity Press Trade Editions). It includes titles purchased from publishers on a non -returnable basis, those publishers that extend little discount to Baker & Taylor, and publishers whose titles have limited sales volume based upon a semi-annual review. It includes individual titles which might otherwise fall under different category definition s but are in this category as Titles of Limited Demand because they either do not qualify for preferred stock status (based upon a quarterly review) or do qualify for preferred stock status, but have limited demand (calculated over a rolling 12 month period). Additionally, any publisher which is not in compliance with some of Baker & Taylor's purchasing requirements could be in this category. Ma terials in this category are both adult and juvenile, may be of any product category or binding type or publishe r of origin and may include some spoken word audio materials. It includes Adult Hardcover Trade Editions having below average publisher list price titles in Category I, and Juvenile Trade Hardcover Editions having below average publisher list price titles in Category II.
X. Imported English and Non -English Language Editions (Price Indicators F,K,3) Titles produced and distributed outside of the domestic US. These titles may be of any category product or binding type and represent various publishers.
See also Product Category IX for exceptions.
X
I. Enhanced Service Program Titles (Price Indicators Y,Q) This category includes materials where Baker & Taylor receives no discount from the publisher, or prepayment is required by t he publisher, or publishers which have restrictions on returns, or books of small or non -commercial publishers with limited sales volume based upon a semi -annual review. Any publisher which is not in compliance with Baker & Taylor's purchasing requirements would be in this ca tegory. Materials in this category may be of any product category or binding type. These titles will receive no discount and are subject to a service charge. Enhanced Service Program Titles may carry different discounts, as shown by Price Indicators Y, Q in Attachment A.
XII. Spoken Word Audio (Price Indicator H)
Materials designed for the general consumer, usually dealing with a subject matter having broad mass appeal. These titles can be either fiction or current non-fiction. See also Product Category IX for exceptions.
XIII. Board Books (Price Indicator I)
Durable materials from widely distributed domestic publishers designed for young children; pages are manufactured of heavy gauge cardboard to prevent tearing. These editions typically feature few pages, simple themes and colorful illustrations or photographs. See also Product Category IX for exceptions. 11 Attachment B
XIV. N ovelty Items/Activity Books (Price Indicator I)
Specially packaged gift set or novelty item related to a book product or attached as an accessory to a book product. These items would include a book with toy, rag books, washable cloth books, books with accessories or kits, electronic sound books, sticker books, tracing books or coloring books. This category also includes any non-book merchandise such as model kits, hobby kits, flash cards or jigsaw puzzles. See also Product Category IX for exceptions.
XV. Special Programs (Price Indicators D, E)
Programs, formats, or editions offered only by Baker & Taylor or not included in any other category. These programs include b ut may not be limited to PawPrints and Turtleback editions.
12 ENHANCED SERVICES PROGRAM
Baker & Taylor is pleased to offer a service that will save your library time and money when procuring titles from small and hard to find publishers. By utilizing B&T’s vast publisher and title database, the library can purchase a wide variety of lo w demand and small print run titles from associations and limited edition, prepayment, and non-returnable publishers.
Baker & Taylor’s Enhanced Services Program p rovides the library with access to millions of active book titles representing over 66,000 imprints. This breadth of coverage is greater than that of any other book industry wholesaler.
T
he “ESP” program builds on B&T’s already outstanding publisher relations by:
Expanding our vendor relations team responsible for the follow -up of all publisher orders, improving the speed of delivery of all titles to the library;
Widening our publisher base to include hundreds of small non-commercial publishers formerly considered apply direct by the book industry; and
Increasing our reporting capabilities by providing order status reports for 100% of all titles not yet published and by supplying anticipated publication release dates for all out of stock items.
This category includes material where Baker & Taylor receives no discount from the publisher or prepayment is required by the publisher or books of small, limited in demand and/or non- commercial publishers. Any publisher which is not in compliance with Baker & Taylor's purchasing requirements would be in this category. Materials in this category may be of any binding. These titles will be invoiced at list price.
For libraries concerned about purchasing these types of titles, B&T’s Title Source for Windows can assist the librarian in researching a particular item’s category and format. Titles will appear with a Y or Q in the discount code field. Additionally, you may contact your Customer Service representative or Information Services via phone, fax, or email (btinfo@baker-
taylor.com) to determine these titles before placing an order.
As a convenience to the library, B&T can exclude these titles from all orders by adjusting your account profile setup. Please contact your Customer Service Representative for additional information.
13 Institutional Returns Policy
(Revised July 2015)
The following guidelines are required to ensure prompt handling of your return. All product returns (excluding Book Leasing programs) require prior authorization from a Customer Service Representative. You may contact your appropriate representative via the toll-free number listed on your packing list.
How to Obtain Return Authorization
Please use the Return Authorization Form from your shipment's packing list to make all returns. Contact your Customer Servic e Representative for return authorization. All claims must be made within 45 days from the date of invoice.
1. When calling for return authorization, please have the following information available:
A. Return Authorization Form
B. Your account number and ATS# from the shipment's packing list (located mid- page under the Return Authorization Form explanation)
C. Reason for the claim/return
D. Action being requested –
Replacement of product
Credit to your account; no replacement product necessary
2. Your Customer Service Representative will assign your return an authorization number (RTA#). To expedite the process, please clearly mark the RTA# on the Return Authorization Form and on the outside of the carton in the upper right corner from the shipping label.
3. Make your return via an insured and traceable carrier; Baker & Taylor is not liable for returns lost in transit.
4. Products incorrectly shipped by Baker & Taylor may be returned with authorization within 45 days of the product's date of invoice. Product(s) meeting the definition of Publisher defective may be returned with prior authorization within six months of the product's date of invoice. Products purchased with value-added processing services which have been shipped as ordered are considered non-returnable.
DAMAGED SHIPMENTS: If you receive a damaged carton(s) which resulted in damaged product(s), please hold the product(s) and save the carton for Carrier inspection. If the damage is visible at the time of delivery, bring it to the Carrier's attention and note it on the Bill of Lading. Then, contact your Baker & Taylor Customer Service Representative via the toll-free number listed on the packing list.
CLAIMING SHORTAGES: Please check your packing list or invoice before claiming shortages. All claims must be made within 45 days from the product's invoice date. Please ensure you have received all cartons of a shipment prior to signing for receipt from the Carrier.
Cartons you have signed for as received from the Carrier are not claimable as shortages from Baker & Taylor.
INTERNATIONAL CUSTOMERS ONLY: For information on making returns of damaged, defective, or incorrect products, please contact your local International Sales Office or our International Customer Service Department ([email protected]). You may also refer to the website http://www.btol.com/international_libraries_details.cfm?sideMenu=Contact%20Us&home=home_help_details.cfm&ctx=1
All returns should be sent to:
Baker & Taylor Returns Center
Department R
251 Mt. Olive Church Road
Commerce, GA 30599
14 Attachment 2
Agreement No. 2019-047 and Amendment No. 1 with Baker and Taylor, LLC
15 16
17 18
19 20
21 22
23 24
25 26
27 28
29 30
31 32
33 34
35 36
37 38
39 40
41 42
43 44
45 46
47 48
49 50
City of Goleta
Amendment No. 1 to Agreement No. 2019-047
AMENDMENT NO. 1
TO A PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF GOLETA
AND
BAKER AND TAYLOR, LLC
This Amendment No. 1 to the Agreement by and between the City of Goleta, a municipal corporation (“City”) and BAKER AND TAYLOR, LLC (“Consultant”) dated MAY 5, 2019 (“Agreement,” Agreement No.2019-047 is made on this _____ day of ___, 2021.
SECTION A. RECITALS
1. This Agreement is for the professional book
processing services at the Goleta Library; and
2. The Agreement currently provides in Section 3 Subsection (a) for the total compensation amount not to exceed $215,629; and
3. The parties desire to amend the Agreement so as to provide for additional compensation in the amount of $150,400 for continued tasks; and
4. The Agreement currently provides in Section 6 for the termination of the Agreement on June 30, 2021; and
5. The parties desire to extend the termination of the Agreement to June 30, 2023; and
6. The parties desire to retroactively amend the Agreement as of June 29, 2021.
SECTION B. AMENDED TERMS
Now therefore City and Consultant agree as follows that the Agreement be, and hereby is, retroactively amended as of June 29, 2021 as follows:
1. Subsection (a) of Section 3. COMPENSATION AND PAYMENT of the Agreement is amended to add an additional authorized amount of $150,400 and to read in its entirety:
(a) Maximum and Rate . The total compensation payable to CONSULTANT by CITY for the services under this AGREEMENT SHALL NOT EXCEED the sum of $366,029 (herein "not-to-exceed DocuSign Envelope ID: 1D67209F-8A0C-404C-B3AC-82F3CAF851A2 DocuSign Envelope ID: BAD7C6D4-F72C-4B12-876B-5D3BE1951E43 August, 2021
2019-047.1
17th
51 City of Goleta
Amendment No. 1 to Agreement No. 2019-047
amount") and shall be earned as the work progresses on the following basis:
Per unit on a per-unit basis and with reimbursement to
CONSULTANT for those expenses set forth in
CONSULTANT's Scope of Services a nd Pricing
marked Exhibit "A," attached and incorporated herein.
The rates and expenses set forth in that exhibit shall
be binding upon CONSULTANT until June 30, 202 3,
after which any change in said rates and expenses
must be approved in writing by CITY's Project Manager
as described in Section 5 (CITY is to be given 60 days
notice of any rate increase request), provided the not
to exceed amount is the total compensation due
CONSULTANT for all work described under this
AGREEMENT.
2. Section 6. TERM, PROGRESS AND COMPLETION of the Agreement is amended to extend the term for an additional 2 years to read in its entirety.
The term of this Agreement is from the date first written above to June 30, 2023, unless the term of this Agreement is extended or the Agreement is terminated as provided for herein.
CONSULTANT shall not commence work on the services to be performed until (i) CONSULTANT furnishes proof of insurance as required by Section 10 below, and (ii) CITY gives written authorization to proc eed with the work provided by CITY’s Project Manager. All services shall be completed within the term of this Agreement following the notice to proceed.
3. Except as otherwise specifically provided herein, all other provisions of the Agreement shall remain in full force and effect.
DocuSign Envelope ID: 1D67209F-8A0C-404C-B3AC-82F3CAF851A2 DocuSign Envelope ID: BAD7C6D4-F72C-4B12-876B-5D3BE1951E43 52 City of Goleta
Amendment No. 1 to Agreement No. 2019-047
In concurrence and witness whereof, this Amendment No. 1 has been executed by the parties effective on the date and year first above written.
CITY OF GOLETA CONSULTANT
____________________________ ______________________________ Michelle Greene LeeAnn Queen
City Manager Director of Pricing Services
ATTEST:
_____________________________ ________________________________ Deborah Lopez, City Clerk Jennifer Rhyne
Manager of Pricing Projects & Analytics
APPROVED AS TO FORM:
MICHAEL JENKINS, CITY ATTORNEY
_____________________________
Winnie Cai, Assistant City Attorney
DocuSign Envelope ID: 1D67209F-8A0C-404C-B3AC-82F3CAF851A2 DocuSign Envelope ID: BAD7C6D4-F72C-4B12-876B-5D3BE1951E43 53