Request for Information
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
Date November 27, 2019
Due Date and Time
March 18, 2020 (Mountain Standard Time)
No later than 10:00 AM
Opening Location
Arizona State Library, Archives and Public Records (AZ LAPR)
1919 W Jefferson St.
Phoenix, AZ 85009
Questions Due Via Email
No later than 3:00 PM on January 8, 2020 to:
mvillegas@azlibrary.gov
This is a Request for Information (“RFI”) only and as such will NOT result in any award of contract.
The Arizona State Library, Archives and Public Records (AZ LAPR), a division of the Secretary of State, is in
the information gathering stage and no decisions have been made concerning the intent to issue a formal
Request for Proposal. Responding to this RFI is appreciated and will NOT prohibit the respondents from
responding to any future procurements. All related RFI documents may be found at:
https://azlibrary.gov/libdev/programs-services-and-tools/statewide-database-management
One (1) original and two (2) copies of the response are requested [(1) original, (1) hard copy and (1)
electronic copy on USB flash drive]. Responses shall be in the actual possession of the AZ LAPR, at the
location indicated, on or prior to the exact time and date indicated above. Late responses shall not be
considered. Please take into consideration the Arizona time zone.
Responses must be submitted in a sealed envelope or package with the RFI number and respondent’s name
and address clearly indicated on the outer envelope or package. All responses must be written legibly in ink or
typewritten. Additional instructions for preparing a response are provided herein.
RESPONDENTS ARE STRONGLY ENCOURAGED TO CAREFULLY READ THROUGH THE ENTIRE RFI.
Please direct all inquiries via email to the Solicitation Contact listed below:
Mary Villegas
Email: mvillegas@azlibrary.gov
Table of Contents
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
Page 2 of 19
SECTION PAGE
SCOPE OF WORK ................................................................................................................................................3
RESPONSE REQUIREMENTS .......................................................................................................................... 16
ATTACHMENT 1, RESPONDENT INFORMATION ........................................................................................... 17
ATTACHMENT 2, INFORMATION REQUESTED .............................................................................................. 19
ATTACHMENT 2, INFORMATION REQUESTED (Word Document) .......... provided in electronic format
DOCUMENTS REFERENCED
The documents referenced within this RFI are available at the following websites:
Arizona Revised Statutes (A.R.S.)
www.azleg.state.az.us/ArizonaRevisedStatutes.asp.
AZ LSTA Funding
https://azlibrary.gov/libdev/funding/lsta
Library of Congress Recommended Formats Statement
https://www.loc.gov/preservation/resources/rfs/
Scope of Work
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
Page 3 of 19
1. Introduction
A. The AZ LAPR has issued this Request for Information (RFI) to assist in determining how best to create
a statewide consortium to purchase electronic resources, which anticipates member libraries such as
state/governmental agencies, academic, colleges, universities and K-12 school libraries.
B. Should AZ LAPR and/or an established library purchasing consortium determine to proceed with a
solicitation based on the responses to this RFI, the solicitation to be issued may be either a formal
Request for Proposal (RFP) or Invitation for Bid (IFB) and would be handled in accordance with all
statutory requirements of the federal government and State of Arizona, in addition to any other defined
policies and procedures of the AZ LAPR and/or consortium.
2. Purpose
A. The purpose of this RFI is to solicit written feedback and information from the vendor community related
to consortium development and the impact on contracts, service operations and delivery, pricing
structure, methodology and contract administration and/or related areas. It provides an opportunity for
vendors to identify additional product resources, capabilities, emerging technologies and/or detailed
feedback that may be considered in future development of a solicitation. Confidential and/or proprietary
information shall not be considered nor submitted with any response to this RFI.
B. The RFI process allows the vendor community to provide feedback, market analysis and perspective as
to which products, services, limitations and/or options are available, how they work and integrate with
existing delivery systems and contract relationship models, as well as any potential unrealized
impact(s).
3. Objective
A. Obtain feedback from suppliers regarding the formation of a statewide library purchasing consortium.
B. Obtain insight regarding the best methodology to achieve volume discount pricing options for libraries
within Arizona that accounts for different types or categorizations (such as academic, k-12, or public
libraries), the number of participating library members, and/or service populations.
C. Obtain details on how to purchase various bundled packages and a la carte electronic content options
using different combination of library types and/or service populations. A graphic representation is
included for visual reference.
D. AZ LAPR does not guarantee any formal solicitation will be generated from responses to this RFI.
Scope of Work
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
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4. Information Requested
A. The following sections represent the categories of related information requested.
Section I Development
Section II Industry Definitions
Section III Scope of Operations and Services
Section IV Product Capabilities and Technical Functionality
Section V Service Delivery and Workflow
Section VI Authentication, Accessibility and Security
Section VII Terms and Conditions, Additional Agreements and Licensing
Section VIII Pricing and Example Scenarios
Section IX Administrative Services/Contract Administration
Section X Other/Miscellaneous
B. All relevant comments regarding the project description and requirements outlined in this document are
requested, including any suggestions or advice regarding the development, implementation,
management, technology, etc. of the purchase of electronic content based on an operational library
purchasing consortium focused only on library electronic resources.
C. Detail what additional information or clarifications would be needed in order to prepare a comprehensive
proposal in the future. Attachment 2, Information Requested, is provided within this RFI to assist with
the preparation of responses.
Scope of Work
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
Page 5 of 19
Section I Development
1. What types of electronic resources does your firm provide? Include any details that support whether a
comprehensive package with a variety of electronic resources or an individual product or electronic
resource is available.
2. Are there any specifications that should be considered in an electronic resources solicitation? Any special
terms and conditions or considerations that would impact the resultant contract(s)?
3. Is there any specific content, data, security rule or requirement that is not identified or referenced in the RFI
that should be considered in a future solicitation?
4. Are there any other types of electronic resources, content, related technologies other than what is identified
in the RFI that should be included in a new solicitation?
5. Based on the requested content items outlined, what gaps currently exist in the content availability?
6. What is the best way to address new electronic resources or content areas that develop after contracts are
awarded?
7. What other factors should AZ LAPR and/or a potential consortium need to consider as part of this type of
solicitation effort? What issues would the potential member libraries need to consider?
8. Are there any unique situations that may impact a solicitation or resultant contract?
9. What are the benefits and drawbacks to conducting a pre-proposal conference? What specific areas or
items to address during this type of conference is considered helpful in developing a proposal response?
10. Many of the member libraries of the proposed consortium are public entities that have contract clauses like,
No contract is implied or guaranteed.” Explain how this impacts the availability of various volume pricing
packages and discounts.
11. What factors should be considered specific to a library consortium that are different than other purchasing
cooperatives providing similar contracts?
12. Does your company adhere to cooperative purchasing language that allows other libraries or member
agencies to utilize contract pricing? If not, please provide a detailed explanation. Include any specific
stipulations that your company requests in order to comply. This language would include verbiage such as,
“This contract shall be for the use of all State of Arizona/consortium libraries. Libraries/members may
participate at their discretion. In order to participate in this contract, a library/member shall have entered
into a Cooperative Purchasing Agreement with the AZ LAPR/consortium.”
13. What other cooperative purchasing agencies does your company work with?
14. Provide an overview of how your company processes and handles administrative fees and related reporting.
15. The current framework found throughout Arizona libraries is different price points for the same content
depending on being categorized as a state, local and educational library by the vendor community.
Population and/or service areas are also factors. How will the vendor community avoid different pricing for
consortium membership? Explain how development of a statewide consortium to mitigate this issue will be
received by your company and industry.
16. What strategies could be implemented under a statewide library consortium model to increase the number
of member libraries participation? Are there opportunities to minimize or eliminate other contracts to
streamline process and savings?
Scope of Work
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
Page 6 of 19
17. In order for the consortium to manage oversight of providers, what concerns, opportunities or trends should
be considered with the management of service delivery providers?
18. Describe the best approach for engaging vendor community for depth of response for electronic resources
offering and availability throughout the State of AZ?
19. Outline the best approach to continuous improvement and best practices, especially given the technology-
driven needs of the resultant contracts.
20. What functions should be considered baseline or minimum vs. additional service areas?
21. Identify specific roles and responsibilities of the purchasing entity vs. the vendor and where these areas
could be better defined and managed based on the objective of the RFI.
22. Are there other models that should be considered to support the development and maintenance of an
enhanced delivery system? If so, please describe and/or provide reference to those model types and the
states where they exist.
Section II Industry Definitions
1. Which types of definitions should be considered for a solicitation related to this RFI? Are there any that are
consistently missing or misused? Please identify commonly used definitions for your product/service
offered.
2. Identify any of the following that would not be applicable compared to any that require modified language
and then would be considered applicable:
A. “Authorized User” means a person authorized to use electronic resources provided through the AZ
LAPR Electronic Resources.
B. “Commercial Off the Shelf” (“COTS”) means non-developmental software which has been created for
specific uses and is available to the general public in the commercial marketplace. COTS products are
designed to be implemented easily into existing systems without the need for customization.
C. “End-User License Agreement (EULA)” is a legal contract between the manufacturer (publisher) and the
end User of an application that details how the software can and cannot be used.
D. “eProcurement (Electronic Procurement)” means conducting all or some of the procurement function
over the Internet. Point, click, buy and ship Internet technology is replacing paper-based procurement
and supply management business processes. Elements of eProcurement also include Invitation for
Bids, Request for Proposals, and Request for Quotations.
E. “Maintenance and Support” means any upgrades, annual updates, patches and fixes needed to improve
functionality and keep the product in working order.
F. “Master Agreement” (“MA”) means the contractual agreement executed between the winning (awarded)
contractor (s) and the agency conducting the procurement (AZ LAPR/consortium)
G. “Non-perpetual license” or Subscription License” is a temporary license that provides the right to use a
particular licensed product until the end of the license-agreement term.
H. “Perpetual license” means a license which is everlasting and valid if the product is being used in
accordance with the license-agreement requirements.
I. “Publisher” means a database product manufacturer.
Scope of Work
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
Page 7 of 19
J. “Software” means the computer program, including media and associated documentation.
K. “Software Licensing” means allowing an individual or group to use a piece of software.
L. “Volume License Agreements (VLAs)” means an agreement with a Software Publisher wherein the
consortium/membership/total users expected purchasing over a period of time is considered in
establishing the discount level.
Section III Scope of Operations and Services
1. Using a vendor perspective, identify the benefits and drawbacks of a statewide library consortium as one
contracted network that has different categories of members, such as state, college, school district vs
individual libraries in Arizona.
2. What considerations should AZ LAPR and the potential member libraries be aware of in moving toward this
type of consortium model for products and services?
3. What considerations and/or impact may unintentionally occur if AZ LAPR develops a model where all
related library purchases are streamlined?
4. Does providing free trial periods for review and demonstrations impact your proposal response? How?
5. Does your firm limit the amount of trial subscribers or access? Please explain and include a general
overview how trials are set up.
6. The following information is typically requested for review and evaluation in the RFP process. Please
provide feedback, including any issues or concerns with providing:
Hosting website information
Website security requirements
Screenshots of the vendor hosting website
Electronic catalog of content
7. How can the consortium be structured to ensure coverage, availability and equity for all libraries in Arizona,
regardless of type including private libraries?
8. In working with other states in similar fashion, are there any industry best practices for electronic content
purchases and/or value-based purchasing that should be considered?
9. What strategies and best practices exist for building depth of offering capacity?
10. What advances in technology in service provisions should AZ LAPR be aware of or consider that could
impact or enhance this effort?
11. In terms of a Service Level Agreement (SLA), reporting and/or performance-based metrics, outline common
challenges experienced by vendors. Please be as descriptive as possible relative to technical
requirements, interface, connectivity and/or any other factors that impacts accessibility, delivery, pricing
and/or usage reporting.
Section IV Product Capabilities and Technical Functionality
1. An extensive assortment of electronic content and resources is anticipated, including but not limited to:
A. Encyclopedic content, including topical guides, biographies, geopolitical factbooks, and demographic
and vital statistics such as text citations in both MLA and APA formats;
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1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
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B. Periodical, journal and newspaper content, including popular magazines and academic journals
C. Multimedia content, such as interactive books for young readers, videos, photographs, charts and
graphs
D. Primary source content, such as documents, letters, posters, film, artifacts, photographs and maps
E. eBooks; and
F. Literature, all types.
2. These resources must be available in one or more of the following formats:
A. Full-text. The full text of each article or document must be indexed and searchable as well as
viewable.
B. XHTML or HTML, with DOCTYPE declaration and presentation stylesheet(s), is preferred.
C. EPUB3 is required for downloadable monographs and preferred for downloadable articles.
D. PDF (web optimized) for both downloadable monographs and articles is allowed and must at a
minimum include embedded ASCII or Unicode full-text equivalents. Full-text obtained through OCR
must be validated and corrected.
E. Streaming media, videos, music and related, including educational, documentary, fine art, and
leisure films, music, and narrated audio. Content available using responsive web design (HTML5)
with adaptive bitrate streaming is preferred. The use of Flash, Silverlight, Java, and other plug-ins or
add-ons is strongly discouraged. Vendors whose resources require such plug-ins or add-ons must
provide a statement about their plans to migrate resources to responsive layouts and design.
F. Downloadable multimedia, including images, charts, graphs, maps, and similar content with or
without video or audio. AZ LAPR prefers multimedia that conforms to the Library of Congress
Recommended Formats Statement.
G. Interactive content, including tutorials, tests, and other learning modules. Content available using
responsible web design (HTML5) is preferred. The use of Flash, Silverlight, Java, and other plug-ins
or add-ons is strongly discouraged. Vendors whose resources require such plug-ins or add-ons must
provide a statement about their plans to migrate resources to responsive layouts and design.
Section V Service Delivery and Workflow
1. What strategies exist today to ensure coordination of delivery, access, quality control, proper fiscal
management and overall service to this large geographic area? What controls should be put into place to
ensure coordination of delivery, access, quality control, proper fiscal management and overall service to this
large geographic area?
2. What recommendation and/or concerns do you have for AZ LAPR regarding the potential change of
electronic databases delivery?
3. What issues, concerns or challenges should AZ LAPR be aware of in delivery and/or access of content?
4. Is there any type of technical specification or requirement typically considered a major challenge to meet
and/or sustain?
5. How do you ensure adequate availability of content?
Scope of Work
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
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6. What challenges or opportunities may arise related to the continued method of approach for electronic
databases vs. a consortium effort in terms of service delivery, content available and contract management?
7. What is acceptable delivery time from acquisition of service (signed contract, corresponding PO)?
Section VI Authentication, Accessibly and Security
1. List and describe different authentication models and methods used for authenticating users for the
purposes outlined in the RFI. Include details on which type of method is best from your perspective as well
as a pricing or cost perspective.
2. Data security and user privacy are of critical importance to AZ LAPR and member libraries. In today’s
environment, there are many different local, state and federal regulations required to provide the highest
possible level of security for student data, Personally Identifiable Information (PII), and authentication
credentials. The purchase of materials similar to those identified within the RFI will need to comply with all
of these different security requirements. Some of these requirements are specific to an individual library
rather than applicable to all participating library members. Identify the types of safeguards in place within
your company to comply with the security- and privacy-related subsections below. Include all relevant
details and identify any challenges faced and how compliance impacts costs for products and services.
Cloud Data Security
Polices, Standards and Procedures
System Architecture
Configurations
Product Design
Compliance
Access Control
Monitoring
Physical Security
Contingency
3. Describe the extent to which your products/services are compatible and/or align with the following
requirements. Describe any conflicts or incapacities.
ADA
Web Content Accessibility Guidelines (WCAG) 2.0
Section 508 Guidelines
FERPA
Any others?
Section VII – Terms and Conditions, Additional Agreements and Licensing
1. Describe the challenges faced as a vendor providing these products and services that are always faced
when dealing with public (government) agencies. Are there any consistent areas or functions that impact
your ability to serve the need being requested?
Scope of Work
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
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2. Does your company require additional agreements prior to providing services? If yes, please provide a
sample(s).
3. Is a contract term longer than a one (1) year at a time desirable? Detail why and what the typical length of
commitment desired is for contracts similar to the needs identified in the RFI.
4. Do you have any automatic renewal language or requirements, including automatic price escalation?
Provide details concerning the process and any related fees.
5. Do you charge for early termination? Detail the type of costs and termination process, if applicable.
6. What is a typical warranty provided for these types of products/services?
7. Outline your typical invoicing and payment procedures.
8. Does your firm have concerns or issues with providing Certification of Insurance (COI) with coverages
dictated by state statutes? Include any concerns with coverage to include Technology Errors & Omissions
and Network Security (Cyber) and Privacy Liability as applicable to the products/services requested in the
RFI.
9. What is your working knowledge and familiarity with the Library Services and Technology Act (LSTA)? How
do these required terms and conditions impact your ability to respond to a solicitation? Do they affect your
product offering, content or accessibility? Provide as much clarity as possible related to working with and
adhering to these requirements.
10. Explain how the following language may impact your ability to respond to a solicitation.
Operational Continuity: Contractor warrants that it will perform without relief notwithstanding being
sold or acquired; no such event will operate to mitigate or alter any of Contractor’s duties hereunder
absent a consented delegation that expressly recognizes the event.
ClickThrough Terms and Conditions: If either party uses a web-based ordering system, an
electronic purchase order system, an electronic order acknowledgement, a form of an electronic
acceptance, or any software based ordering system with respect to the Contract (each an
“Electronic Ordering System”), the parties acknowledge and agree that an Electronic Ordering
System is for ease of administration only, and Contractor is hereby given notice that the persons
using Electronic Ordering Systems on behalf of AZ LAPR do not have any actual or apparent
authority to create legally binding obligations that vary from the terms and conditions of the Contract.
Accordingly, where an authorized user is required to “click through” or otherwise accept or be made
subject to any terms and conditions in using an Electronic Ordering Systems, any such terms and
conditions are deemed void upon presentation. Additionally, where an authorized user is required to
accept or be made subject to any terms and conditions in accessing or employing any Materials or
Services, those terms and conditions will also be void.
Indemnification: To the fullest extent permitted by law, Contractor shall defend, indemnify, and hold
harmless the AZ LAPR/consortium (hereinafter referred to as “Indemnitee”) from and against any
and all claims, actions, liabilities, damages, losses, or expenses (including court costs, attorneys’
fees, and costs of claim processing, investigation and litigation) (hereinafter referred to as “Claims”)
for bodily injury or personal injury (including death), or loss or damage to tangible or intangible
property caused, or alleged to be caused, in whole or in part, by the negligent or willful acts or
omissions of Contractor or any of its owners, officers, directors, agents, employees or
subcontractors. This indemnity includes any claim or amount arising out of, or recovered under, the
Workers’ Compensation Law or arising out of the failure of such Contractor to conform to any
Scope of Work
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
Page 11 of 19
federal, state, or local law, statute, ordinance, rule, regulation, or court decree. It is the specific
intention of the parties that the Indemnitee shall, in all instances, except for Claims arising solely
from the negligent or willful acts or omissions of the Indemnitee, be indemnified by Contractor from
and against any and all claims. It is agreed that Contractor will be responsible for primary loss
investigation, defense, and judgement costs where this indemnification is applicable. In
consideration of the award of this contract, the Contractor agrees to waive all rights of subrogation
against the State, its officers, officials, agents, and employees for losses arising from the work
performed by the Contractor for the AZ LAPR/consortium. This indemnification will survive the
termination of the above listed contract with the Contractor.
Section VIIIPricing and Example Scenarios
1. Describe the best pricing methodology to leveraging the purchasing power of libraries to license
complementary products, while achieving statewide access that ensures equity of electronic information
resources for all residents regardless of where they live in Arizona.
2. What is the best approach for multiple volume discount pricing based on population, library type or
number of participating libraries? Are there any population scenarios that you would not consider
providing electronic resources for?
3. Current pricing is based upon access type (library card, zip code or both) and Registered User
(cardholder). Population based, library type, volume discounts based on number of registered users
and other alternative pricing options are desired.
4. How do you handle reciprocal borrowers, meaning borrowers that have cards from multiple institutions?
5. Explain how you would develop package bundles and a la carte pricing? Describe your approach to the
“one off”, i.e. unique title or purchase that not widely accepted or sought?
6. How are your current database subscriptions priced? Are they priced based on the type of library?
7. Do you offer detailed pricing or as a “lump sum?”
8. How long are you willing to hold subscription pricing? Service-based pricing? Are you willing to offer
firm, fixed pricing for longer than one year? What is the desired length of term?
9. When is the optimal time of year to renew or rebid a contract? How many days/weeks are needed to
develop a comprehensive proposal?
10. How does your firm renew database subscriptions? Do you provide a quote or renewal notice prior to
expiration? Do you renew for a single year, or multiple years?
11. Do you offer additional discounts for multiple year renewals?
12. Do you accept a procurement card (p-card) for payment? If yes, do you offer any rebate for using a p-
card?
13. Do you offer any prompt payment discount?
14. How soon do you receive updated price lists for the upcoming year? Do you currently share updated
pricing with customers? What is the timeline from notification from publishers to libraries?
15. Explain if and how pricing is based on contract administration functions such as invoicing, insurance
requirements, administrative reporting and fees?
Scope of Work
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1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
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16. Explain the benefits of invoicing wholly to an institution (AZ LAPR or consortium) vs. member libraries.
Is your firm prepared to support either method?
17. Pricing scenario examples are provided based on different categories seeking comments and feedback
to determine the best method of approach to electronic content package bundles and/or a la carte
individual products. Vendors are encouraged to submit all pricing scenarios available. The
examples below are not intendent to limit any type of discount structure available. Note: Actual pricing
is not requested and shall not be considered.
Scenario 1
Pricing by Registered User (Active Cardholder)
0 1,000 registered users
1,001 5,000 registered users
5,001 10,000 registered users
10,001 50,000 registered users
50,001 100,000 registered users
100,001 500,000 registered users
Over 500,001 registered users
Scenario 2
Pricing schedule based on population that includes Full Time Student Enrollment
(FTSE) and public libraries that are population served.
School Only
Combined
0-1000 = $$$$
0-1000 = $$$$
1001-2000= $$$
1001-2000= $$$
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1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
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Scenario 3
Pricing schedule based on type of Library/Member Group
Library/Member Group
Core Products
Pricing
State Library
All Arizona Public and Tribal Libraries
Community Colleges
All K-12 Libraries
Scenario 4
Percentage discount for Core Product: This is a percentage markup or markdown
for each Core Product item and is based on the stated publisher titles/products.
Member price calculated with formula: (Supplier Cost) x (Markup/down %)
Ex.) List price is $100 with a 15% discount (100*15%) = $85 final cost
Core Product Markup/Down %
Mango Languages
0%
Gale Learning 15%
Section IXAdministrative Services/Contract Administration
1. What requirements and/or credentials should be mandated for content providers? What specific
standards should be required?
2. What methods and frequency of monitoring should be used to determine usage, participation and
availability of electronic materials available on contract?
3. Describe the process for development/maintenance of working tools such as account management,
training, technical assistance and related functions to ensure quality service and delivery.
4. Explain pros and cons of a primarily online system for much of the operations outlined within the RFI?
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1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
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5. How do you identify needs to supplement available content? Services? What activities should take
place by the AZ LAPR or consortium in this area?
6. How should the “supply and demand” for support and ancillary services be managed?
7. What is the most effective process and strategy for engaging and educating libraries about available
content?
8. Detail any additional value-added services offered by your firm such as online resources, technical
assistance, onsite professional services, etc.
9. Explain the availability and extent of training available and include all type of delivery methods (online,
onsite, video tutorials, menus, comparisons, trials, etc.). How is technical training offered? Is there
help-desk assistance? Provide an overview of all training related assistance offered.
10. Is a dedicated contract representative assigned? How is this determined? Are there escalation
procedures available in the event the dedicated representative is non-responsive?
11. What capabilities and options are provided for administration of member library accounts? Details items
including but not limited to:
Administration ability to remove or add users
Account general information, e.g. current subscription services, service renewal date, vendor
representative contact information
Filtering of user content
Messaging services with vendor
Online support services
Database search capabilities
Other user tools/contract management tools available (vs. developed by individual library, AZ LAPR
or consortium)
Section X Other/Miscellaneous
1. Please indicate your willingness to schedule an in-person presentation. Applicable firms will be
contacted if this opportunity becomes available to schedule a date and time convenient for both parties.
2. What is the biggest impact on a new vendor contracting with the libraries identified that is not currently
providing the products/services requested?
3. Identify the three (3) most consistent challenges faced as a vendor providing the products/services
requested.
4. Describe the best approach for engaging the library community and other key stakeholders for the
objective of this RFI and the potential development of an RFP.
5. How would your company develop a public awareness campaign to ensure that library users are aware
of electronic products offered by schools and libraries to the people of the State.
6. Please describe any concerns not previously discussed.
Scope of Work
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1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
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5. RFI Schedule (Subject to Change)
Below are the tentative dates for activities related to this RFI and are subject to change to meets the needs
of the AZ LAPR:
Activity
Date (Tentative)
A. Release of RFI
November 27, 2019
B. Questions Due by Email No later than 3:00 PM on January 8, 2020
C. Responses Due
No later than 10:00 AM on March 18, 2020
6. Presentations/ Demonstrations
AZ LAPR reserves the right to decide if presentations will be scheduled for some or any of the respondents.
Should this opportunity become available, a representative of AZ LAPR will contact you with dates and
times that are convenient for both parties.
7. Reimbursement
AZ LAPR will not reimburse any respondent for the cost of preparing and submitting a response to the RFI.
8. No Resultant Contract Award
This is a Request for Information (RFI) only and will NOT result in any award of contract. The Arizona State
Library, Archives and Records is in the information gathering stage and no decisions have been made
concerning the intent to issue a formal solicitation. Responding to this RFI is greatly appreciated and will
NOT prohibit the respondents from responding to any future procurements.
Response Requirements
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
Page 16 of 19
1. Submission Requirements
A. All RFI questions must be submitted physically by mail or electronically by email to the Solicitation
Contact listed on the front page of this RFI.
B. RFI response may be submitted by hardcopy only. No pricing shall be included.
C. One (1) original and two (2) copies of the response are requested [(1) original, (1) hard copy and
(1) electronic copy on USB flash drive]. Responses shall be in the actual possession of the AZ LAPR,
at the time and location indicated. Late responses shall not be considered.
D. Responses must be submitted in a sealed envelope or package with the RFI number and
respondent’s name and address clearly indicated on the outer envelope or package. Responses
must be received no later than the time indicated on the front page of this RFI. Please take into
consideration the Arizona time zone.
E. Responses should be kept to no more than 40 pages. As it is anticipated that firms will submit
brochures and marketing information, AZ LAPR may not be able to copy such material. Interested
firms are requested to provide one (1) complete copy of all documents/materials submitted.
2. Response Format
A response to this RFI should contain the following:
A. Respondent Information (Attachment 1) completed with contact information, including name, title,
mailing address, email address, authorized signature, and phone number of the contact person for
questions relating to the RFI.
B. Information Requested (Attachment 2) that provides a detailed, written Response to any/all areas
outlined in the Scope of Work.
3. Confidential/Proprietary Information
A. Do not submit anything considered by you to be confidential or proprietary. Do not indicate confidential
or proprietary on any submission documents.
B. To the extent allowed by law, information contained in a response to a request for information shall be
considered confidential until a formal procurement process is concluded or for two (2) years, whichever
occurs first. This RFI and responses to the RFI are subject to the Arizona Public Records law and as
such, are open to public inspection after this time
.
Attachment 1 – Respondent Information
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
Page 17 of 19
This form should be completed and included with a Response to the RFI as instructed in the Response Format.
All items of information should be presented and included in the Response. Additional pages may be attached as
necessary to provide adequate response.
1. Respondent (Company) Name
2. Authorized Contact/Representative for
RFI Response, including Phone Number
and Email address
3. Corporate Office Address, including
Street, City, State and Zip Code
Authorized Signature
4. Overview of business operations, with an
emphasis on the products/ services
described throughout this RFI. Include
the type of company, such as public,
partnership, LLC, etc.
5. Is there any potential conflict of
interest e.g. serving as a member,
board member, officer, or having
significant financial interest with any
company, firm, or joint venture with
interests in publishing, government,
or library sciences?
NO
YES
______________________________
______________________________
Attachment 1 – Respondent Information
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
Page 18 of 19
6. Has the Company filed (or had filed
against it) any bankruptcy or
insolvency proceeding, whether
voluntary or involuntary, or
undergone the appointment of a
receiver, trustee, or assignee for the
benefit of creditors in the past
seven (7) years? If so, provide an
explanation with all relevant details.
NO
YES
______________________________
______________________________
7. Is there any open or pending
litigation initiated by the
Respondent or where the
Respondent is a defendant or party
in any litigation that may have a
material impact on the overall
information and response provided?
If yes or unsure, provide all relevant
details.
NO
YES
______________________________
______________________________
8. Is there any criminal or civil
offense(s) against any ownership or
staff of the Respondent? If yes,
provide all relevant details.
NO
YES
______________________________
______________________________
9. Has the company done business
using any other name? Is the firm
currently in any discussions or
acquisitions by another firm? If yes,
please describe the status and any
timelines related to the acquisition.
NO
YES
______________________________
______________________________
Attachment 2 – Information Requested
AZ LAPR
1919 W Jefferson St.
Phoenix, AZ 85009
Solicitation No: RFI #2019-20
Description: Electronic Resources
The following sections represent the Information Requested by Category and should be referenced in a Response.
It is provided as a separate Word document titled, “RFI #2019-20 Attachment 2Word.
Please provide all relevant comments regarding the project description and requirements outlined.
Based on the information provided, briefly describe the approach you would recommend for this project
and why. Include details related to the current method compared to a potential statewide library
consortium.
All relevant comments regarding the project description and requirements outlined in this document are
requested. Include any suggestions or advice regarding the development, implementation, management,
technology, etc. of the purchase of electronic resources and content as it currently operates and as if the
consortium was developed and fully operational.
Detail what additional information or clarifications would be needed in order to prepare a comprehensive
proposal in the future.
Section I Development
Section II Industry Definitions
Section III Scope of Operations and Services
Section IV Product Capabilities and Technical Functionality
Section V Service Delivery and Workflow
Section VI Authentication, Accessibility and Security
Section VII Terms and Conditions, Additional Agreements and Licensing
Section VIII Pricing and Example Scenarios
Section IX Administrative Services/Contract Administration
Section X Other/Miscellaneous