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<p class="MsoNormal">I’m certainly not an authority in this area. I’ll run the question by the governance committee..<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Meanwhile note that all of the following schools have direct contracts with ExL for Primo, based on my info.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Bellevue<o:p></o:p></p>
<p class="MsoNormal">Bellingham<o:p></o:p></p>
<p class="MsoNormal">Big Bend<o:p></o:p></p>
<p class="MsoNormal">Centralia<o:p></o:p></p>
<p class="MsoNormal">Edmonds<o:p></o:p></p>
<p class="MsoNormal">Everett<o:p></o:p></p>
<p class="MsoNormal">Grays Harbor<o:p></o:p></p>
<p class="MsoNormal">Green River<o:p></o:p></p>
<p class="MsoNormal">Highline<o:p></o:p></p>
<p class="MsoNormal">Olympic<o:p></o:p></p>
<p class="MsoNormal">Peninsula<o:p></o:p></p>
<p class="MsoNormal">Pierce District<o:p></o:p></p>
<p class="MsoNormal">Renton<o:p></o:p></p>
<p class="MsoNormal">Shoreline<o:p></o:p></p>
<p class="MsoNormal">Skagit<o:p></o:p></p>
<p class="MsoNormal">South Puget Sound<o:p></o:p></p>
<p class="MsoNormal">Wenatchee<o:p></o:p></p>
<p class="MsoNormal">Whatcom<o:p></o:p></p>
<p class="MsoNormal">Yakima<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">(Only the Primo customers not previously on Primo, Seattle, Clover Park LWTECH, Lower Columbia and Clover Park, obtained Primo through the newer, WACTCLC contract.)<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Wade Guidry<o:p></o:p></p>
<p class="MsoNormal">Library Consortium Services Manager, WACTCLC<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:wadeg@bigbend.edu">wadeg@bigbend.edu</a><o:p></o:p></p>
<p class="MsoNormal">(509) 760-4474<o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.wactclc.org">http://www.wactclc.org</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> Wactclc-primo <wactclc-primo-bounces@lists.ctc.edu>
<b>On Behalf Of </b>Herman, Amy<br>
<b>Sent:</b> Friday, November 9, 2018 1:16 PM<br>
<b>To:</b> Sally Sheedy <SSheedy@whatcom.edu>; WACTCLC Primo discussions <wactclc-primo@lists.ctc.edu>; Daniel Moore <daniel.moore@email.edcc.edu>; WACTCLC Alma Discussion <wactclc-alma@lists.ctc.edu><br>
<b>Subject:</b> Re: [Wactclc-primo] [External] RE: Institutional Tax exempt status and inquires from Ex Libris<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">ATTENTION: This email contains links. Please follow best practices before clicking on links.
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<p class="MsoNormal"><span style="color:#1F497D">Sally & Wade,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D">I too would be surprised if this doesn’t qualify. We use this exemption for our databases (because we allow them to be accessed by all walk-in patrons in our service area and in fact require that stated explicitly
in all licensing agreements), and it seems like Primo would be a “digital automated service” that would also be exempted since it’s also available at no charge to all library patrons in our service area. EL’s email made it sound like they expect to not have
to charge us sales tax.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="color:#1F497D">Amy Herman<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:#1F497D">Library Faculty | Olympic College<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">1600 Chester Avenue | Bremerton, WA 98337<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="mailto:aherman@olympic.edu">aherman@olympic.edu</a> | 360-475-7256<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="104" height="38" style="width:1.0833in;height:.3958in" id="_x0000_i1025" src="cid:image001.png@01D47834.A027C360" alt="alma signature"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> Sally Sheedy <<a href="mailto:SSheedy@whatcom.edu">SSheedy@whatcom.edu</a>>
<br>
<b>Sent:</b> Friday, November 9, 2018 12:32 PM<br>
<b>To:</b> WACTCLC Primo discussions <<a href="mailto:wactclc-primo@lists.ctc.edu">wactclc-primo@lists.ctc.edu</a>>; Herman, Amy <<a href="mailto:aherman@olympic.edu">aherman@olympic.edu</a>>; Daniel Moore <<a href="mailto:daniel.moore@email.edcc.edu">daniel.moore@email.edcc.edu</a>>;
WACTCLC Alma Discussion <<a href="mailto:wactclc-alma@lists.ctc.edu">wactclc-alma@lists.ctc.edu</a>><br>
<b>Subject:</b> [External] RE: Institutional Tax exempt status and inquires from Ex Libris<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">It doesn’t seem clear to me. <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I think our use fits under the first exemption (ending with “…and library patrons.”), and if it does, then you don’t have to read the terms of the remaining ones (the second one containing the sentence Wade cited).<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">[It seems so long ago that we went with Primo; we started the process about five years ago. Whatcom was in the last of three cohorts, with Grays Harbor and Centralia. An old email says Everett, Highline, and
Wenatchee were in the first, which would mean the second cohort was seven (?!).]<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> Wactclc-primo <<a href="mailto:wactclc-primo-bounces@lists.ctc.edu">wactclc-primo-bounces@lists.ctc.edu</a>>
<b>On Behalf Of </b>Guidry, Wade<br>
<b>Sent:</b> Friday, November 09, 2018 10:11 AM<br>
<b>To:</b> Herman, Amy <<a href="mailto:aherman@olympic.edu">aherman@olympic.edu</a>>; Daniel Moore <<a href="mailto:daniel.moore@email.edcc.edu">daniel.moore@email.edcc.edu</a>>; WACTCLC Alma Discussion <<a href="mailto:wactclc-alma@lists.ctc.edu">wactclc-alma@lists.ctc.edu</a>>;
WACTCLC Primo discussions <<a href="mailto:wactclc-primo@lists.ctc.edu">wactclc-primo@lists.ctc.edu</a>><br>
<b>Subject:</b> Re: [Wactclc-primo] [External] Institutional Tax exempt status and inquires from Ex Libris<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Correct. Thanks for the link, Amy. I didn’t know about that document, but it’s pretty clear from this sentence that Ex Libris stuff is not exempt, since Primo is all of the things noted in the sentence below.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-left:.5in">This exemption also does not apply to purchases of digital automated services, prewritten software, or remote access software.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Wade Guidry<o:p></o:p></p>
<p class="MsoNormal">Library Consortium Services Manager, WACTCLC<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:wadeg@bigbend.edu">wadeg@bigbend.edu</a><o:p></o:p></p>
<p class="MsoNormal">(509) 760-4474<o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.wactclc.org">http://www.wactclc.org</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> Herman, Amy <<a href="mailto:aherman@olympic.edu">aherman@olympic.edu</a>>
<br>
<b>Sent:</b> Friday, November 9, 2018 9:54 AM<br>
<b>To:</b> Guidry, Wade <<a href="mailto:WadeG@bigbend.edu">WadeG@bigbend.edu</a>>; Daniel Moore <<a href="mailto:daniel.moore@email.edcc.edu">daniel.moore@email.edcc.edu</a>>; WACTCLC Alma Discussion <<a href="mailto:wactclc-alma@lists.ctc.edu">wactclc-alma@lists.ctc.edu</a>>;
WACTCLC Primo discussions <<a href="mailto:wactclc-primo@lists.ctc.edu">wactclc-primo@lists.ctc.edu</a>><br>
<b>Subject:</b> RE: [External] Institutional Tax exempt status and inquires from Ex Libris<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">ATTENTION: This email contains links. Please follow best practices before clicking on links.
<o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#1F497D">Wade,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">So just to be clear, you are saying that Ex Libris products do NOT qualify for the “Digital Products and Remote Access Software Exemption?” Just want to make sure I understand!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><a href="https://dor.wa.gov/legacy/Docs/forms/ExcsTx/ExmptFrm/DigitalProductsExemptCert.pdf">https://dor.wa.gov/legacy/Docs/forms/ExcsTx/ExmptFrm/DigitalProductsExemptCert.pdf</a><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="color:#1F497D">Amy Herman<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:#1F497D">Library Faculty | Olympic College<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">1600 Chester Avenue | Bremerton, WA 98337<o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:aherman@olympic.edu">aherman@olympic.edu</a><span style="color:#1F497D"> | 360-475-7256<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="104" height="38" style="width:1.0833in;height:.3958in" id="Picture_x0020_1" src="cid:image002.png@01D47834.A027C360" alt="alma signature"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> Guidry, Wade <<a href="mailto:WadeG@bigbend.edu">WadeG@bigbend.edu</a>>
<br>
<b>Sent:</b> Friday, November 9, 2018 9:41 AM<br>
<b>To:</b> Herman, Amy <<a href="mailto:aherman@olympic.edu">aherman@olympic.edu</a>>; Daniel Moore <<a href="mailto:daniel.moore@email.edcc.edu">daniel.moore@email.edcc.edu</a>>; WACTCLC Alma Discussion <<a href="mailto:wactclc-alma@lists.ctc.edu">wactclc-alma@lists.ctc.edu</a>>;
WACTCLC Primo discussions <<a href="mailto:wactclc-primo@lists.ctc.edu">wactclc-primo@lists.ctc.edu</a>><br>
<b>Subject:</b> [External] Institutional Tax exempt status and inquires from Ex Libris<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">WACTCLC institutions that previously migrated to Primo prior to the Alma project still have their own Primo service contract directly with Ex Libris.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Ex Libris appears to be contacting those schools to update their information on institutional tax exempt status. (I’ve heard from Edmonds and Olympic already on this.)<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">If contacted, you should let Ex Libris know that your institution is liable for WA sales tax on those invoices. For reference, see section 70.20.30 of the SBCTC Fiscal Affairs Manual (<a href="https://fam.sbctc.edu/">https://fam.sbctc.edu/</a>
).<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Since those contracts are directly between your institution and Ex Libris (and do not involve WACTCLC), you may also wish to consult with your institutional accounts.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I believe there were 13 or so institutions that had already migrated to Primo. Those of you at those institutions should know who you are.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Wade Guidry<o:p></o:p></p>
<p class="MsoNormal">Library Consortium Services Manager, WACTCLC<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:wadeg@bigbend.edu">wadeg@bigbend.edu</a><o:p></o:p></p>
<p class="MsoNormal">(509) 760-4474<o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.wactclc.org">http://www.wactclc.org</a><o:p></o:p></p>
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