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N-2001-152
oelC Fixed-fee Price for Cataloging Quote -
oZ-
FY2002 .
INSURANCE NOT REQl1lREDfWAIVEO
WORK MAY PROCEED
CLERK Of COUNCIL
DATE: 'f/ r<J /(/1
t..16
NEi.....ORK:
SYMBOL:
LIBRARY:
010CLC?ACN
JRT
SAN7A ANA PUB L!SR
FY2002 t1xed-fee prics for cataloging
If a.?1'! ica.b!e:
FY2001 fixed-fee price for cataloging
Positive difference x FV2002 Discount
Fixed-1ee d1sccun~ price
$ 2,910.72 L'
$ O.CO
O.CO
$ 2,910.72
$ 3,027.14
$ :3,045.84
riA--
FY2002 price increase adjus~ment
Final FY2002 fixed-Tee price for cataloging
Fixed-fee pertod: Ine FixeC-fee per-iod wi 11 r"'..Jn from July tnrcugn June. If your institution is
currently subscribed to Catalogi~9 Fixed-Fee Pricing, your fixed-fee will automatically renew
for sUbse~uent years, unless you specifically return a cancellation nottce. ~nis 1s a change
from previous years.
Fixed-fee price: The OCLe fixed-fee price fo~ cataloging is calculated using an institution's
two-year average of transac~jons for the produCts covered by the fixed-fee. Current year
prices (FY2C01) are then applied to th~se transaction averages. (See attached for prOdUCtS
covered by the fixed-fee price.)
Fixed-fee discoun~. Second+ Years: OeLC offers tne following incentive for libraries participa-
ting in OCLC fixed-fee pricing for cataloging. .,In the second and subsequent years of.par-:.icipa-
tien, if the second or subsequent year's fixed-fee calculated price is greater than the previous
year's fixed-fee price, OCLC wil I offer a discount, resulting in a Fixed-fee discount price.
FY2002 price increase: The FY2002
FY2002. p~ice increase adjustment.
for the five billing product codes
fixed-fee price for cataloging.
average'price increase is then appl ied. resulting in the
Finally, thts price Is rounded so that monthly bill ing amounts
are equal monthly payments, resulting in the Final FY2002
Billing: The OCLe fixed-fee price for cataloging is billed in 12 equal monthly installments uncer
the following five prOduct codes. Five produc~ codes are used to provide proper tax accounting.
Any associated tax will be billed separately, Although five product c~des are used. the total
of these product codes is considered the fixed-fee. An institu~lon cannOt enocse to selee~ively
subsc~1ce to parts of this fixed-fee. Transaction activity for procuct codes covered ey the
fixed-fee are listed on the mOnthly insti~uticn detail. and are zero billed.
F!X 1002 C.\T F!XEO-F=: QNL!NE $ 2. 576 ."0 , 21a..70 /mo
F!X1CQ7 C~ T FrXED-i=':::: ::JFFL!.\lE , a.9S 56 S " \ 28 /mo
FrX1010 C.l.T FrX.:O-F:= OTi-f:::.~ , 0 .CO S O.CO Ice
F:X 10:2 C':'T FrXEJ F::E C.~:::J rTS S 0 .:::0 s 0 .CO /mo
.=rX 1013 C;T .= rXEO -- OF ,=5E7 CREQ ( S 27 12 ) (, 2 2'5) 1'":'.0
iCT':'L , 3,0.::.S .34 , 2SJ .32 /,~O
Ordering: For 1 j~rarjes c~rren:!y not on fixec-fe~ =rjcl~g. c=~=lete a~=er f=r~ C~TF!XCC0201 a:
ht:=:II~~_2=c!=.or=/=clc!~=flf=r~s/cat~:x,ocf,
Canceling: .=or cwr:"''E!n: SU::lsc,-~=ers t:"'1a: '..Jisn :::1 c:ancel, co::::1.;!:; ::1'"':= ca.-;cella:lcn ,::a,t~=:!r, of
the rene~al nO,lee,
Return cr::::ers anc ca.""lC21 lations to '/CI..:; CC:"C~aff:Jiat2::: regTc.""la~ ,~e:'..or'..:, sar'/l:::= ce,'1ter, or
OC:": Jist,-i::::w::::,- ::: .o:=:!,-'..I2r::! :::: ec:..: cy :lC01 June is. :,-:C<2-::-=:-,::2-;: ';""s::t'~::=,~s s.-c'...;!::.-et'..;:-r
t;':ese t::
:.-~ _ ~.":= :..:,:=i-:~e...-t~t.=r S=-=,::a~ is:
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OCLC FIXED-FEE PRICING FOR CATALOGING OPTION TC:",,1S AND CONDITIONS
The terrT.S and ccncitians sec rorl:n r.erein ("Agreemenn ceseriae the respective r8SaCnS!s:::
Library Cancer, Incorporated ("OCLe"), the OCLe.affiliatea regional network ("i'\letwory.'
(WCrder Form'~). if any, and the institution identified on the franc of this Order Form ("11":$
{"C(ce(~} af the CC:"'C fixed.tee pricing for cataloging option (as defined below).
:~s and cuties or OCLe Online Ccmouter
::n(ifiec on me fronc of this creer form
"In'') .....ith respect to Institudon's crder
1. OeLe Fixed-Fee Pricing For Cataloging.
"OCLe fixed.fee pricing for cataloging" means a pricing
cpticn made generally available sclely to all OeLe
cataloging, full General Members (as that term is defined anc
cescnbed in OeLe's Code 0; Regulations) that permits each
such General Member to obtain access to OeLe's cataloging
system. and various products and services. on an annual
fixed.tee basis, ratl1er than on the traditional per-transaction
basis. For purposes of ttJis Agreement. this annual fixed-fee
access option shan be referred to as the "Fixed-Fee Pricing"
and the annual price for this Fixed-Fee Pricing shail be " .
- .\:'.
referred to as ct1e "Fixed-Fee".
Institution's Fixed-Fee will be determined annuaily by Oele
and Network. and will be based on Institution's specific OeLC
usage history. The Fixed-Fee will apply only to activity under
specified applicable OGLG product codes, as. established by
OeLC; tt.ese product codes will be providedlo Institution by
OeLe and/or Network as a part of the annual custom
quotation of the Fixed-Fee. Additional restrictions as may be
established by OeLe and Network from time-to-time may
also apply, ar.d will similarly be provided to Institution with
InstiW]~n:s. CL1to.m quoted Fixed-Fee.' Uuring'.the Initial Term',.', .
of this Agreement and' any renewals hereor, Institution will be
billed on a mcn<hiy basis as provided in Section 2.8.11., below.
and will not be blUed on a transacti~n basis for activity under
the applicable product coces.
2. Terms lor OCLC Fixed-Fee Pricing lor Cataloging.
A. General. Except as othelVlise proviced and set forth in
this Agreement. Institution's access to and use of OeLe's
online cataloging system. products and services on a Fixed.
Fee Pricing basis shall be govemed by and subject to the
terms. conditions, and restrictions set (0r"J'l in Institution's
agreement(s) with OeLe andlar Institution's regional Network
for::he use of such system. products and services on a per.
transaction basis (hereinafter collectively referred to as tl1e
"Member' Agreement").
8. Specilic Additional Terms. In addition to the terms set
forth in the Member Agreement. l~e following additional
terms. ccnditions, and restrictions shall apply to Institution's
Fixed-Fee Pricing for cataloging; in the event of a conflict
bet'ween these additional terms. conditions. and restrictions
and the 1\o1ember Agreement with regard to Institution's Fixed.
Fee Pricing for cataloging, ttle following terms. conditions and.
res~ricticns shaH take preceder.ce:
L Term. a. The Fixed-Fee is de~ermined by oCLC and
Net'/lork en an annual basis as stated in Sec:ion 1. of this
Agreemen[. and the initial Fixed~Fee Pricing term (the
"Initial Term") shall be one (1) year and shall commence
on July 1 af the ca!encar 'Iear in whicr. lnstit~t.ion's Order
is received if Instin.Jtion's orcer is received by Network (cr,
it Ins.it'Jtien does not have a regional Net'.....orK. OCLe) no
later man thirty (3D) days I=ricr to that commencemenc
date (L.'nless otherwise agreed by the parjes). The Fixed-
Fee Pricing .....i!! te.-minate en June ~O of the following
calendar year. however. tr.is a~reement sr:all
a'.Jrc~a:icsii'( rerew fer acciticraJ ene (1) year terms l.Jnbl
ant t.,;r;i~ss car:ca!laa '::/ ~r,s:l~~~icn as c,~'/icec in 0..
:e!c','..
b. No later than six,,! ('':':: days prier to the end of the Ir.itiel
Term or any subseque::: one (1) year ~errn, OCLe 81d Network
wiil. as long as Fixec:.F,..: Pricing is generally offered by OCLe.
provide to Instituticn 2. .:'~3tcm quo radon of Institution's Fixed~
Fee ror that additionai : :orm at thac time. If Institution wishes to
cancel its Fixed~Fee F<cing, it may do so by providing nodce to
OeLe or Network no .ater than June 1 cl the calendar year in
which the renewal .....ould ccmmence. and OCLG and Network's
Fixed-Fee offer to Institution wiil correspondingly expire attar
that date,
c;. AU Fixed-Fee Pricing terms, and custom quoted Fixed-Fees,
are for a period of July 1 through June 30 01 the follcwing year.
unless otherwise provided by OeLe and Network. Mid-year
Orders may be accepted at OCLC's sole discretion, and the
Fixed-Fee may be pro-rated for &lis purpose, At any time
during the Initial Term (or any subsequent term) at this
Agreement, Institution may opt to terminate itS Fixed-Fee
Pricing, and revert to transaction.based pricing, up en thirty (30)
days prior written notice to OCLe and Network, if any;
however, following any such termination and transition to
transaction-based pricing, Institution shall not be eligible to
". ,,-,eturn to Fixed-f:ee P;icing for a periocj of on~ (1) year following
.'the end of the.term'during wnich such't~tri1ii1atiori and :,
transition to transaction-based pric:ng occurred. Similarly, if
Institution opts to cancel its Fixed.Fee Pricing at the end of the
Initial Term (or any subsequent term), Instituticn shall not be
eligibie to retum to Fixed-Fee Pricir.g for a period 01 ene (1)
year following the el1ective date of any such cancellaticn.
Example: Institution places its Order (or its Fixed.Fee Pricing
for the period 01 July 1, 1997 through June 30, 1998: however.
Institution opts to terminate its Fixed-Fee Pricing effective
November 30, 1997, by providing notice to OeLe and Network
no later than October 30,1997. Institution will thereafter be
ineligible for Fixed-Fee Pricing for cataloging untii one (1) year
atter the end or the term during which its termination took
effect. Therefore, Institution would be ineligible to return to
Fixed-Fee Pricing until one (1) year after June 30, 1998, and
could not return to Fixed.Fee Pricing until the term of July 1,
1999 through June 30, 2000.
it Payment. In consideration of Institution's use or the OCLe
online cataloging system. products and services specified on
~~WOrder~Ri~ (a~d, a~y attacbmen~ he~eto). 1l1stitt.:tian
agrees to pay Network (or oele eirecU'y, It Institution does nct
have an OGLe-affiliated regionaJ Network) ttte annual Fixed~
Fee for unlimited use of such sys[-::m, prcduc~, and_ services.
payable ror each annual term in 1;\~..:I'Ie (12) eqL:al monthly
payments. The monthly payment ',',il be invoiced. and p2.ymer:~
thereof due. as per the Member Agtsement. Access to and
use of products and ser.ices other :.-':n i.t'.ose specified in this
Order Form (or any attachments he _c:~) will be suciect to the
price and payment terms and cenci:'..:-:s set forth in to",e
,....lember Agreement (cr such other a..;:eements as tr,e parJes
may enter into ricm time to time for s-..:ch products anc
ser.Jices). Taxes applkacle to tl"ie t;2.:1sacticns ccnrem~lat2d
by this Agreement. if any, shall be the responsibility cf
Institution. As s.aced acave, tr.e Fixed-Fee is sut:iec~ ~o
increase by OCLG and ;\!e,:worx. rc:' each suasecuent isr.ewc.1
tarm following U",e lnitis.! Term,
11111111.
oeLC FIXED-FEE
PRICING FOR CATALOGING
C:::NT.1CT .'lAME
Terri Ibarra
iNETNCFi<
: CC:"C 5Y.I.JSC\.
JRT
INSilTUT1CN
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SIMEe.l,l.OCReS.3
OIIQ! TIT 1'\ V
26 CIVIC CENTER PLAZA
I CITY
! SANTA ANA
Si)"Ei?,P.OVINce
UNITED STAT S
i
I
CA
I :;?,PCS7,l,L C::OE
I 92701
, C=L'NT;:;Y
714 647-5262
j F..XNl.Il"llCler
i 714 667-8235
, E.ma~ AdCl'ltU
TE~5~CNe NUM9ER (InduCe ..rltll COd")
Tibarra@ i.santa-ana. '
7ne Fixed-Fee Pricing period runs from July through June.
OCLG annual fixed-fee for cataJoging:
s 3. otfS . "i,'f
Netw"orx Price
SUBSCRIPTION S7ART DATE (Indcale ye.r)
! SUBSCRIPTION END DATE (Incic"e ye.r)
JuIY~
June 02.-
p:2.l1..{.70
1'ff.3'g
f; 0 . Ob
.0.00
,
i Monthly FlXl013.
I Cat Fixed-Fee, Offset Ctedits
I
! ($ ;2..~ ')
Mcnthly FlX1C02.
Cat Fixed-Fee. Online:
Mcnthly FlX1 007.
Cat Fixed-fee. Offline:
Monthly FIX' 01 0,
Cat Fixed-Fee. Other:
Monthly FlX1012.
Cat Fixed-Fee. Credits
By signing below, you agree to move your OCLC cataloging pricing irom transaction based pricing to the fixed ree [as
that term is defined in the OClC FIXED.FEE PRICING FOR CATALOGING OPTION TERMS AND CONDITIONS on
the reverse side of this form (the "Terms")] quoted to you by your NerNork. Your OCLC fixed-fee pricing ior cataloging
will be billed in tweive monthly installments using five product codes. The transaction product codes covered by this
fixed fee will be zero billed. By signing below, you hereby: 1) indicate your agreement to the Terms; 2) warrant that you
have made no changes to those Terms; and 3) warrant that you have tl1e authority to so bind the Institution to tl10se
Terms. Your cataloging fixed-fee pricing will automatically renew for subsequent years unless you specifically submit a
cancellation.
,
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la/cAlof
Qate
)Tr.U710N AUTHORIZE) SIGNATURE
LibrM,! Dirator, ..sAPL-
M-
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J Please ac:ach crit;;inal OCL.e Gucce and RETURN 70 OCle Me 437
-. NETWORK US E. ONLY
Oale
NET'IJOF.:-< AUTHOP,lZlNG SIGNALURE
by June 15.
Dele USE ONLY
i ,:'::0::;:; ;:;;:.:::t?T ':).1, rc:
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written,
ATTEST:
CITY OF SANTA ANA
cA
&".A. t4-
DAVID N, REA
t City Manager
APPROVED AS TO FORM:
JOSEPH W, FLETCHER
City Attorney
c/ 0' _,
By: (J{~cc/,)J" v_, '7
Laura Sheedy
Deputy City Attorney ,
OCLC ONLINE COMPUTER LIBRARY CENTER,
INCORPORATED
RECOMMENDED FOR APPROVAL:
COtlitJ~ T' tiT
George Neecham
Vice President
31-0734115
Employer 10 # or Individual SS #
7