Attachment 1: Statement of Work (SEC Serial Subscription support)

RFQ: 50310227Q0004

Attachment 1 – Statement of Work (SOW)
Serial Subscription Support

1. Introduction

The U.S. Securities and Exchange Commission (SEC) requires support for order and renewal of serial subscriptions.

2. Scope and Objective

The SEC has a requirement to order, renew, claim and provide various administrative support for the SEC’s serial subscription collection, including data and electronic information product subscriptions, and electronic publications.

3. Requirements

3.1 Electronic Serials + Print

The Contractor shall provide electronic and or electronic + print serial subscription support for the SEC that will include all of the tasks necessary to execute and manage orders for new and renewal subscriptions to serial publications, including but not limited to ordering, making timely prepayments, processing refunds, making claims for missing, defective, or mutilated issues, supplemental and bill-later charges; ensuring timely and complete delivery of ordered subscriptions; and providing reports and other administrative support for serials management.
Serial means any publication issued in successive parts and intended to be continued indefinitely. Serials include: periodicals, newspapers, magazines, annuals, yearbooks, journals, and other serially published works.
The Contractor shall place all new and renewal orders with publishers within five (5) business days after receipt of delivery lists from the SEC. After placing the orders, the contractor shall provide a final subscription list, including the following details: • Title
• Publisher or Vendor

• ISSN

• Quantity
• Subscription Period
• Price
• Service Charge
• Frequency
• Title Changes
• Ship To Address

The Contractor shall notify the SEC in writing of any irregularity or change in subscription status for any item on the subscription list, such as: slow, irregular, discontinued, order direct, split title, period restricted, or suspended publications. The Contractor shall provide administrative support for each subscription until three (3) months after its expiration or the publication of the latest issue covered by that subscription period.

3.2 Electronic Information Products

The Contractor shall provide subscription services for the SEC that will include all of the tasks necessary to execute and manage orders for new and renewal subscriptions to electronic journals and other commercial off-the-shelf electronic information products. The tasks include but are not limited to ordering, making timely prepayments, processing