Item C26 C.26
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County of Monroe
�y,4 ' ?, "tr, BOARD OF COUNTY COMMISSIONERS
Mayor David Rice,District 4
�1 `_ll Mayor Pro Tem CraigCates,District 1
The Florida Keys ��� `� � Michelle Coldiron,District 2
Eddie Martinez,District 3
w � Holly Merrill Raschein,District 5
County Commission Meeting
December 8, 2021
Agenda Item Number: C.26
Agenda Item Summary #10009
BULK ITEM: Yes DEPARTMENT: Public Libraries
TIME APPROXIMATE: STAFF CONTACT: Kimberly Matthews (305) 292-4540
N/A
AGENDA ITEM WORDING: Approval of an amendment to a contract(original date January 21,
2010, see attached) with Innovative Interfaces (previously Polaris) to purchase 14 additional SIP2
licenses to support the new equipment being added to Key Largo, Islamorada, Big Pine Key and Key
West Branch libraries at a total cost of$1,435.00.
ITEM BACKGROUND: The Monroe County Public Library System contracts with Innovative
Interfaces, Inc. (previously known as Polaris)for our integrated library system (IL,S). This
amendment allows the purchase of 14 additional SIP2 licenses that will allow the new equipment
that is being added to the Library system through the DLIS ARPA grant to access the IL,S. The total
cost for licenses is $1435.00 and will be paid out of the Library's State Aid Grant fund.
PREVIOUS RELEVANT BOCC ACTION:
12/9/2020-BOCC Approved an amendment to contract with Innovative Interfaces, Inc. (originally
Polaris) to augment current circulation capabilities and services with hardware and third party
software for the new Marathon branch library, including self-checkout,printing, self-pay station, PC
reservations, and more at a one time cost of$60,799.94, funded from Library Impact Fees (BOCC
Agenda Item 7394)
411512020 BOCC Approved an amendment to contract with Innovative Interfaces (originally
Polaris) to subscribe to SkyRiver, a bibliographic tool for Library cataloging, at a cost of$3,420.00
for set up/implementation and$4,275.00 annually for a three-year subscription. (BOCC Agenda
Item 6681)
411512020 BOCC Approved an amendment to contract with Innovative Interfaces (originally
Polaris) to subscribe to SkyRiver, a bibliographic tool for Library cataloging, at a cost of$3,420.00
for set up/implementation and$4,275.00 annually for a three-year subscription. (BOCC Agenda
Item 6681)
911812019 BOCC Approved an amendment to a contract with Innovative Interfaces (originally
Polaris) to purchase two additional licenses to access the Polaris Staff Client Software, at a total
cost of$2,832.00. (BOCC Agenda Item 6026)
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C.26
811512018 BOCC Approved an amendment to original contract ofMarch 1, 2010, between Polaris
Integrated Library System (acquired by Innovative Interfaces Incorporation on March 31, 2014) and
the Monroe County Public Library, to license additional software, as outlined in the attached
amendment. (BOCC Agenda Item 4600)
112010 BOCC approved the original contract with Polaris for the integrated library system (ITS)
ITEM BACKGROUND: The original contract for hosted service with Polaris was implemented on
January 21, 2010, to provide an integrated library system (IL,S) for the Monroe County Public
Library system, hardware and software, and maintenance, along with licenses for SIP2 access to the
software for Library hardware.
PREVIOUS RELEVANT BOCC ACTION:
January 2010-BOCC approved original contract for ILS with Polaris (Not Innovative Interfaces
Inc.)
BOCC Agenda Item #6026- 911912019 Amendment to the original contract to add 2 staff access
licenses
BOCC Agenda Item #7394- 1219120 Amendment to the original contract to augment liscences to exp
CONTRACT/AGREEMENT CHANGES:
Amendment to agreement to purchase two additional licenses to access the Staff Client Softwarre
STAFF RECOMMENDATION: Approval
DOCUMENTATION:
MONR_License Amendment_Add Sip2_EST_INC14244_CLEAN
1st Amendment to Polaris (II1) Contract adding software 08-15-2018
Polaris Contract Hosted Services January 2010 signed(3)
2nd Amendment to Polaris (III) Contract for additional licenses 9-18-2019
3rd Amendment to Polaris (II1) Contract to add Cataloging tool Skyriver 4-15-2020
4th Amendment to Polaris (II1) Contract to support equipment at new Mar branch 12-9-20
FINANCIAL IMPACT:
Effective Date: 12/8/2021
Expiration Date: N/A
Total Dollar Value of Contract: $1.435.00
Total Cost to County: $1.435.00
Current Year Portion: $1.435.00
Budgeted: Yes
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C.26
Source of Funds: 125- 62019 State Aid Grant to Libraries
CPI: N/A
Indirect Costs: N/A
Estimated Ongoing Costs Not Included in above dollar amounts: N/A
Revenue Producing: No If yes, amount:
Grant: State Aid to Libraries Grant
County Match: No
Insurance Required: N/A
Additional Details:
12/09/21 125-62019 - STATE AID TO LIBRARIES ($1,435.00)
State Aid to Libraries Grant
REVIEWED BY:
Norma Kula Skipped 11/22/2021 2:59 PM
Kimberly Matthews Completed 11/23/2021 9:45 AM
Jim Molenaar Completed 11/23/2021 10:06 AM
Purchasing Completed 11/23/2021 4:25 PM
Budget and Finance Completed 11/23/2021 4:27 PM
Maria Slavik Completed 11/23/2021 4:41 PM
Liz Yongue Completed 11/23/2021 4:45 PM
Board of County Commissioners Pending 12/08/2021 9:00 AM
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AMENDMENT TO
AGREEMENT
This AMENDMENT is made and entered into as of the date of the last signature of the parties
hereto (the "Effective Date"), by and between INNOVATIVE INTERFACES INCORPORATED, a California
corporation having its principal place of business at 1900 Powell Street, Suite 400, Emeryville, CA 94608
(hereinafter referred to as "Innovative', and MONROE COUNTY PUBLIC LIBRARY(hereinafter referred
to as "Client" and collectively referred to as "the Parties'. E
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WHEREAS, Client and GIS Information Systems., Inc. doing business as Polaris Library Systems
(hereinafter referred to as"Polaris") are parties to the Polaris Integrated Library System Contract for Hosted ru
Services effective as of March 1,2010 (the "Agreement"); and
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WHEREAS, on March 31, 2014 Innovative acquired Polaris and as a result of such acquisition, all
rights,duties and obligations under the Agreement were transferred from Polaris to Innovative; and
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WHEREAS, Client desires to license additional Software from Innovative and, in connection with
such license, the parties desire to amend the Agreement as set forth in this Amendment; and
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Now, THEREFORE, for good and valuable consideration and intending to be legally bound
hereby, the parties hereby agree as follows.
1. Software License. Client agrees to license from Innovative the software described in Exhibit >
1 for the price and per the terms specified in Exhibit 1 attached hereto. W
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2. Additional License. Subject to the terms of the Agreement, Innovative hereby grants to the
Client a limited non-exclusive, non-sub-licensable, non-transferable license (the "Additional
Software License") to use the software on a subscription basis (the "Additional Software")
described in Exhibit 1 of this Amendment. The term of the Additional Software license will N
be as respectively set forth in the corresponding quote in Exhibit 1, and all such Software as
described within Exhibit 1 will be deemed Software (as defined in the GTCs of the z
Agreement) licensed and supported under the terms of the Agreement. The license granted
herein will be for the duration the applicable term as identified herein, and will automatically w
expire upon the termination or expiration of this Amendment or as otherwise specified in the N�
Agreement. )
3. License Term/Renewal. Subject to the early termination provisions as set forth in the <
Agreement, the term of the Additional Software subscription will be effective for an initial
term of three (3) years following the Effective Date of this Amendment (the "Initial Term").
Thereafter the Additional Software will be automatically renewed for additional one (1) year
terms,unless either parry gives the other not less than ninety (90)days' prior written notice of
its intent to terminate the Additional Software subscription effective as of the end of the then- et
current Term. Innovative will have the right to increase rates for services hereunder by a y
maximum percentage equivalent to 5% over the previous year.
4. Co-Terming. Subject to the terms of the Agreement, the Additional Software subscription
term will be prorated to run coterminous with Client's existing software subscription term
being October I through September 30.
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Except as otherwise amended hereby, the other provisions of the Agreement will remain in full
force and effect as of the date hereof. In the event of a conflict between the provisions of this Amendment
and the Agreement, the terms of this Amendment will control.
IN WITNESS WHEREOF, the parties hereto have caused their duly authorized representatives to
enter into this Amendment as of the dates specified below.
INNOVATIVE INTERFACES MONROE COUNTY PUBLIC LIBRARYCD
INCORPORATED
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Signature: Signature: c
Print Name: Print Name: m
Title: Title:
Date: Date: W
ON OE COUNTY ATTORNEY
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PPROVE D AS TO FOR
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,ASSISTANT CO NTY ATTORNEYN
James D.Molenaar,Esq.
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EXHIBIT 1
Additional Software
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[APPROVED SUBSCRIPTION SOFTWARE PRICING EXHIBITS FOLLOWS THIS PAGE]
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Pricing Exhibit
Date 11/5/2021
Quote# EST-INC14244
Innovative Interfaces Incorporated
1900 Powell St. Payment Terms Net30
Suite 400 Overall Contract Term(Months) 36
Emeryville CA 94608 Contract Start Date
United States Contract End Date
Sales Rep Wendell Butler ¢
Site Code MONR1643
Expires 2/3/2022
Bill To Ship To CD
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Monroe County Public Library Monroe County Public Library
700 Fleming Street 700 Fleming Street
Key West FL 33040 Key West FL 33040 CD
United States United States r
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Currency
US Dollar
Additional SIP2 License-Term 7 SIP2 is required for any 3rd party 204.999999... 205.00 1,435.00
Subscription hardware connecting to Polaris for the
purpose of Polaris transactions e.g.
3rd Party self-checkout,sorters,etc.
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Additional SIP2 License-Term 7 SIP2 is required for any 3rd party 204.999999... 0.00 0.00 100.0
Subscription hardware connecting to Polaris for the
purpose of Polaris transactions e.g. U)
3rd Party self-checkout,sorters,etc.
FirstYearTotal US$1,435.00
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� o R......��/ Clerk of the Circuit Court& Comptroller— Monroe County, Florida
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DATE: September 05, 2018
TO: Abra Campo
County Attorney's Office
FROM: Sally M. Abrams, D.C. E
SUBJECT: August 15, 2018, BOCC Meeting -Approved Agenda Item
Attached is an electronic copy of the executed agenda item listed below for your handling.
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T2 Board granted approval and authorized execution of an amendment to the original
Contract of March 1, 2010, between Polaris Integrated Library System (acquired by
Innovative Interfaces Incorporation on March 31, 2014) and the Monroe County
Public Library, to license additional software, as outlined in the attached amendment
Please contact me at extension 3550 with any questions. co
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KEY WEST MARATHON PLANTATION KEY PK/ROTH BUILDING
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Key West,Florida 33040 Marathon,Florida 33050 Plantation Key,Florida 33070 Plan
305-294-4641 305-289-6027 305-852-7145 305 Packet Pg. 1425
C.26.b
AmFNDIIEN..I.TO a,
AGRE;EN1ENT
This AmEND'IV1ENT is made and entered into as of the date of the last signature of the parties
hereto (the "Effective Date"), by and between INNOVATIVE INTERFACES INCORPORATE, a California 0
corporation having its principal place of business at 5850 Shellmound Way, Emeryville, CA 94608
(hereinafter referred to as "Innovative"), and MONROE Cot NTN PI'BLIC LIBRARY (hereinafter referred
to as"Client" and collectively referred to as "the Parties").
WHEREAS, Client. and GIS Information Systems., Inc. doing business as Polaris Library Systems a�
(hereinafter referred to as "Polaris") are parties to the Polaris Integrated Library Systern Contract for Hosted
Services effective as of March 1, 2010(the "Agreement'); and
W11EREAS, on March 31, 2014 Innovative acquired Polaris and as a result of such acquisition all
rights, duties and obligations under the Agreement were transferred from Polaris to Innovative; and �s
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WHEREAS, Client desires to license additional Software from Innovative and, in connection with 0
such license. the parties desire to amend the Agreement as set forth in this Amendment; and
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Now, THEREFORE, for good and valuable consideration and intending to be legally bound
hereby, the parties hereby agree as follows.
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1. Software License. Client agrees to license from Innovative the software described in Exhibit N
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1 for the price and per the terms specified in Exhibit 1 attached hereto.
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2. Additional License. Subject to the terms of the Agreement, Innovative hereby grants
to Client a limited non-exclusive, non-sub-licensable, non-transferable license (the
"Additional Software License") to use the software (the "Additional Software") described in �
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Exhibit 1 of this Amendment. The term of the Additional Software License will be as
respectively set forth in the corresponding quotes in Exhibit 1.
3. License Renewal. Subject to the early termination provisions as set forth in the
Agreement, the Subscription of the software identified within Exhibit I will be effective for
an initial term of three (3)years following this Addendum Effective Date(the "Initial Term")
and thereafter will be automatically renewed in accordance with the terms of the Agreement.
Commencing upon year 2 and thereafter, Innovative will have the right to increase rates of
the Additional Software subscription by a maximum percentage equivalent to the greater of
5%or the percentage increase in the Consumer Price Index(CP1 J) over the previous year.
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4. Co-Terming. Subject to the terms of the Agreement, the Parties hereby agree that the e
Additional Software subscription term will be prorated and will run coterminous with the
following annual term: October 1 through September 30.
Except as otherwise amended hereby, the other provisions of the Agreement will remain in full
force and effect as of the date hereof. In the event of a conflict between the provisions of this Amendment
and the Agreement, the terms of this Amendment will control.
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enter into this Amendnm.nt as ol'the dates Specified hclt>vt.
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INNOVA"I'IvE IN7'ERFAC'ES NIC)"RO L C;()I` "I 1'19..N 1, C` LIBRARY
INC'ORPORATED BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY �-
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Print game: Print Name David Rice
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ATTEST , KE\lN MADOKg CLERK
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EXHIBIT 1
Additional Software
[APPROVED SUBSCRIPTION SOFTWARE, PRICING EXHIBITS FOLLOWS THIS PAGE]
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Pricing Exhibit y
Date 8/17/2018
Quote# EST INC6360
Innovative Interfaces Incorporated
1900 Powell St. payment Terms Net 30
Suite 400 Overall Contract Term(Months) 36
Emeryville CA 94608 Contract Start Date
United States Contract End Date
Sales Rep Valerie A Kavanagh
Site Code MONR1643
Expires 9/30/2018
Bill To Ship To
Monroe County Public Library Monroe County Public Library
700 Fleming Street 700 Fleming Street
Key West FL 33040 Key West FL 33040
United States United States E
Currency cB
US Dollar
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Content Carousel License-Term 1 Content Carousel Subscription 375.00 375.00 0
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Total Fees US$375.00
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C.26.b
Statement of Work
This Statement of Work (the "SOW") dated August 23, 2018 is entered into pursuant to the
Master Professional Services Agreement between Monroe County Public Library ("Client") and
Innovative Interfaces Incorporated effective as of March 13, 2017 (the "Agreement"). Company
and Client may each be referred to as "Party"from time to time or collectively as "Parties".
Purpose of this Statement of Work (SOW)
This SOW outlines the Professional Services that will be provided by Innovative in order to
implement the Polaris Content Carousel Service purchased under the Master License Contract for
Monroe County Public Library System. The SOW provides an overview of the scope of the project
including the costs to complete the engagement based on Innovative's prior experience with e
similar projects and preliminary discussions with Client. The Client hereby acknowledges that the
SOW is not meant to capture all detailed requirements but documents the high level requirements °3
and implementation approach discussed and that additional detailed requirements discussions
will be required to outline the full scope of work between the Parties. m
Project Scope of Services
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The Scope of the project includes the following set of professional services:
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• Content Carousel Implementation
Innovative will install Content Carousel software. y
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Fees and Payment Terms
Fees for Services delivered under this SOW will be charged on a fixed price basis as set forth in
the Innovative Pricing Exhibit(s) EST-INC6361 attached herewith. Payment terms for this SOW
are as set forth in the Professional Services Agreement.
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Innovative Services Tea
The Services Team will have dedicated resources for this project.The resource will consist of the
following:
System Engineer: System Engineers work with the Library on I[_S setup and
configuration as well as system backups, network connections, and infrastructure
configuration.
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Bent Implementation Team
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0 Librarian Lead—Works closely with System Engineer to ensure requirements are clear
and representative of the needs of the library. The Librarian Lead will coordinate with E
key members of the team as required.
i .technical Lead -Will be responsible for assisting with Client responsibilities related to
server access as well as any other system level duties required by Client. as
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IN WITNESS WHEREOF each party has caused this SOW to be executed by its duly authorized U
representatives.
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AGREED: Incorporated W
Monroe County Public Library Innovative Interfaces*i;d= tex#
Board of County Commissioners
of Monroe ou t � CL
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Name: _ David Rice" _ Name:
Title: May - ... . ---- __ Title:
te: -" Date: _.._August 23, 2018
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ATTE ,.I'n KEVZ.N MADDK, CLERK
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• A MONROE COLD+NTY ATTORNEY'S OFF[CE
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BY < (� IPiO`lEk7 A E
FAE+FJCFrvORK !iv,0,nt,etete,acr�. r.r Deputy Clerk �. A
PATRICIA EABL.ES
ASSISTANT COt NTY TTOF{NEY
DATE m. �,
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Pricing Exhibit
tit innov--ative
Date 8/17/2018
Quote# EST-INC6361
Innovative Interfaces Incorporated
1900 Powell St. Payment Terms Net 30 >
Suite 400 Sales Rep Valerie A Kavanagh +
Emeryville CA 94608 Technical Contact Cu5019 Monroe County Public Llbi
United States site code MONR1643
Expires 9/30/2018
Bill To Ship To
Monroe County Public Library Monroe County Public Library
700 Fleming Street 700 Fleming Street
Key West FL 33040 Key West FL 33040
United States United States
Currency
US Dollar
Polaris Content Services 1 Polaris Content Carousels 200.00 200.00 0
Carousels Implementation e
Implementation
Total Fees US$200.00
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01 ARIS
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Integra-LedLibrary SysE
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CONTRACT
FOR HOSTED SERVICES
JAN UARY 21 st, 2010
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Monroe CountyPublic Librar Y.9
Key West., Florida
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Polaris Library Systems
PO BOX 4903 • SYRACUSE, NY 13221-4903
1-800-272-3414 9 FAX 1-315-457-5883 •
http://www.polaristibrary.com
1/21/10 Monroe County Public Library Hosted Services Contract Page 1 of 19
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IARIS
THIS AGREEMENT, is made between GIS Information Systems., Inc. doing business as Polaris Library Systems a
corporation organized under the laws of the State of New York, with its principal place of business at 103 0
Commerce Boulevard, Liverpool, New York(herein after referred to as"Polaris"), and the Monroe County Public v,
Library, 700 Fleming Street, Key West, FL 33040 (hereinafter referred to as "LIBRARY").
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WITNESSETH:
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WHEREAS, Polaris has developed a computerized system(hereinafter referred to as"Polaris ILS"0)consisting of
hardware and software and related services, and the LIBRARY intends to purchase and/or license such
hardware, software and related services at its location(s);
NOW, THEREFORE the parties mutually agree as follows:
1. Definitions
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1.1. "Hosted Services"shall refer to the services listed and set forth under Schedule B herein and which may
be modified, added to, or replaced during the term of this Agreement.
1.2. "Polaris ILS Software"shall refer to all hosted and client applications proprietary to Polaris and provided 76
by Polaris to the LIBRARY under this Agreement.
1.3. "Polaris ILS Hardware" shall refer to the hardware under the control and ownership of Polaris which is
used to provide the Polaris ILS Software and Hosted Services; and which hardware may be modified,
added to, or replaced during the term of this Agreement provided that the performance thereof is not 0
thereby caused to degrade.
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1.4. "Polaris ILS Software Materials'shall refer to any machine readable or printed material, including but not
limited to documentation stored on CD, On-Line Help files and hard-copy guides, which are designated by '✓
Polaris as available under license to libraries who have licensed the Polaris ILS Software to which those W
materials relate.
1.5. "LIBRARY Equipment" shall refer to the hardware and software, including, but not limited to, those
components that enable access to the Internet, which the LIBRARY is required to have in use in order to
use and enable the Polaris ILS Software and Hosted Services to be provided in accordance with this `V
Agreement, and which may be provided independently by the LIBRARY or which may be purchased by the
LIBRARY as part of this Agreement.
1.6. "Network"shall refer to all communications hardware and software under the control and ownership of T
Polaris, and which may be modified, added to, or replaced during the term of this Agreement provided
that the performance thereof is not thereby caused to degrade. 0
1.7. "System"shall refer to the Polaris ILS Hardware, Polaris ILS Software and Network as the same operate y
together in the provision of the Hosted Services 0
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1.8. "Live Date" is defined as the day on which the LIBRARY uses the System in a live, production mode for
normal daily business, including searching the public access catalog and circulating materials. Warranty
on software, and subscription service costs, are measured from this date.
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2. Furnishing of Deliverables
Based on the statistics in Schedule A, which the LIBRARY agrees are reasonably correct as of the date of CL
this Agreement, Polaris will provide Services as detailed in the following Schedules at the fees indicated
in Schedule D:
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Schedule B: Hosted Services
Schedule C: Polaris ILS Software
Schedule D: Cost Summary
1/21/10 Monroe County Public Library Hosted Services Contr
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Schedule E: Enhanced Data Content for PAC
Schedule F: PC Workstation Requirements o
Schedule G: Overview of Polaris Hosted Environment v,
Schedule H: Data Extraction
3. Installation Schedule
3.1.Following the signing of this Agreement, the LIBRARY and Polaris will mutually agree on an
Implementation Plan which shall include, but not be limited to, identification of all required tasks, a
timeline of all required tasks, an indication of which party is responsible for completion of each task, and
expected duration of each task. Upon completion of implementation, both parties shall mutually agree to
a Live Date pursuant to Article 1.8. herein.
4. Term and Termination
4.1. This Agreement is effective upon final signature and for an initial term ending one(1)year from the Live
Date. It shall then be renewed automatically for one-year periods unless the LIBRARY notifies Polaris of
its intention not to renew at least ninety(90)days prior to the expiration of the original or any extended
term.
76
4.2. If either art is considered to be in material breach of an of the terms and conditions of this
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Agreement, the aggrieved party shall give written notice thereof, including a reasonably detailed
statement of the nature of such alleged breach, to the other party. The party considered to be in breach
of this Agreement will have thirty(30)days after notice is received to cure such breach, or, if the breach
cannot reasonably be cured within thirty(30) days, the party shall provide a written estimate of the time °'
needed to cure such breach, shall commence to cure such breach within ten (10)days of notice from the
aggrieved party and shall diligently continue to prosecute such cure to completion. If the party
considered to be in breach fails to cure, commence to cure in timely manner, or diligently prosecute such
cure to completion, the aggrieved party, at its option, shall be entitled to terminate this Agreement or '✓
suspend its performance under the Agreement for as long as the breach remains uncorrected, and avail W
itself of any and all remedies available under this Agreement, at law or in equity.
4.3. In the event either party becomes insolvent or voluntarily or involuntarily bankrupt or a receiver,
assignee or other liquidating officer is appointed for all or substantially all of the business of either party,
or if either party makes an assignment for the benefit of creditors, then the other party, at its option `V
may immediately terminate this Agreement by notice to the offending party to that effect. In no event
shall this Agreement be assigned or assignable by operation of law or by voluntary or involuntary
bankruptcy proceedings or otherwise, and any such assignment or attempted assignment shall be void
and in no event shall this Agreement or any rights or privileges hereunder be an asset of either party
under any bankruptcy, insolvency or reorganization proceedings.
4.4. Subject to the conditions of Article 4.2, if this Agreement is suspended or terminated by the LIBRARY,
whether for cause or convenience, then, effective upon the date of suspension or termination, the
LIBRARY shall be relieved of further payment obligations, and shall be liable for payment only for those o
Hosted Services satisfactorily received prior to the date of suspension or termination. If this Agreement
is terminated, any pre-paid Software Maintenance and Hosted Services fees shall be refunded to the
LIBRARY to the date of termination on a pro-rated basis. If this Agreement is mutually reinstated, then
the LIBRARY shall reassume its payment obligations.
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5. Return or Destruction of Licensed Software
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If this Agreement is terminated, whether for cause or convenience, and the right to continued use of the CL
Polaris ILS Software and Software Materials under the conditions set forth herein is withdrawn, then all
Polaris ILS Software and Software Materials must be returned to Polaris, or if so requested in writing by
Polaris, destroyed. Within one (1) month after the date of cessation or termination of any license
granted hereunder, the LIBRARY will furnish to Polaris if requested, a certification that through the
LIBRARY's best efforts and to the best of the LIBRARY's knowledge, the original and all copies of the
Polaris ILS Software Materials received from Polaris or made in connection with such license have been
1/21/10 Monroe County Public Library Hosted Services Contract
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IARIS
returned or destroyed. This requirement will apply to all copies in any form, including translations,
whether partial or complete, and whether or not modified or merged into other software materials as o
authorized herein. v,
6. Payment
6.1. Costs for the initial term of this Agreement are enumerated in Schedule D herein. Unless specified
elsewhere in this Agreement, unit costs for Polaris Software and Services will be held at the quoted
rate(s) for 1 year from the execution of this Agreement. Costs for additional Third Party software,
hardware and services are subject to change and will be quoted at the then current rate.
6.2. Payment for deliverables shall be made on the Live Date. Subsequent payments will be made on the
annual anniversary of the Live Date.
6.3.Payment in full on all invoices is due according to the terms of this contract or within 30 days of the
invoice date, whichever date is later. Within twenty(20)days of receipt of the invoice, the LIBRARY may
serve Polaris with written notice disputing any charge. If the dispute is not resolved within twenty-five
(25) days of receipt of said written notice, then either party may file for arbitration.
76
6.4. In the event that payment is not made in full according to the specified terms, a service charge will be
added to the undisputed balance after deducting all payments and credits. For any payment considered
past due and undisputed by the LIBRARY, the LIBRARY agrees to pay interest at 1%per month (effective
annual rate of 12%) on the unpaid balance or the highest rate permitted by law, whichever is less.
6.5. If failure to pay according to the terms of this Agreement causes this account to be assigned for
collection, or causes legal action to be taken, the LIBRARY agrees to pay all costs of collection incurred
by Polaris, including court costs and reasonable attorney fees, if the LIBRARY is found to be at fault.
6.6. In the event the Live Date is other than the first day of the month, the Hosted Services fee will be pro- W
rated accordingly.
Any third party subscription service fee will be subject to review, and possible change, on an annual _
basis commencing one (1) year from the Live Date.
The Software Maintenance and Hosted Services fee is subject to change annually, such change
commencing one(1)year from the Live Date and effective upon one hundred and twenty(120)days `V
written notice to the LIBRARY.
Following the initial term of this Agreement, and upon receipt of notification of any such change in the
Software Maintenance and Hosted Services fee, the LIBRARY may, with ninety (90) days prior written
notice, terminate this Agreement upon the effective date of such increase. Otherwise the new fee will
become effective upon the date specified in the notice.
6.7. Polaris reserves the right to offer new goods and/or services at any time during the initial or extended
term of this Agreement. Where such goods and/or services involve a one-time and/or an ongoing fee,
Polaris shall provide the LIBRARY with ninety (90) days written notice of any such offer. o
6.8. For Polaris Software purchased after the execution date of this Agreement but prior to the Live Date, a
one year warranty will be provided. For Polaris Software purchased after the execution date of this
Agreement, maintenance charges will commence upon the installation date of the Software.
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7. Licenses
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7.1 Polaris hereby grants to the LIBRARY a non-transferable, non-exclusive, and non-sublicenseable license CL
during the term of this Agreement to use the Polaris ILS Software, the Polaris ILS Software Materials, and
any ancillary software, solely in conjunction with the Hosted Services as defined in this Agreement. It is
declared that the LIBRARY shall have no right to use the same for any other purpose or at any other time.
7.2. No title to or ownership of the Polaris ILS Software or Polaris ILS Software Materials is transferred to the
LIBRARY, and they remain the proprietary property of the owning entity.
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7.3. All licensed Polaris ILS Software and Polaris ILS Software Materials contain Polaris proprietary 0
information, use of which is limited by the licenses granted in this Agreement. The LIBRARY shall not v,
allow the Polaris ILS Software or any portion thereof, to be reverse compiled, disassembled, or in any
way altered. The LIBRARY shall not modify any licensed Polaris ILS Software in machine-readable form
nor merge such Polaris ILS Software with other software programs. The LIBRARY will not disclose or
otherwise make available, except as required by law, any licensed Polaris ILS Software Materials in any
form to any third party except to the LIBRARY's employees, or to agents directly concerned with licensed
use of said materials. The LIBRARY may customize Software Materials and on-line help files, but Polaris
disclaims any responsibility for their maintenance.
7.4 Polaris may terminate all proprietary licenses granted hereunder and require return of the Polaris ILS _
Software Materials upon written notice to the LIBRARY if the LIBRARY fails to comply with these terms
and conditions.
8. The LIBRARY's Responsibilities
8.1. The LIBRARY acknowledges the PC Workstation requirements set forth under Schedule F herein, and will
assume responsibility for purchasing, installing, configuring and maintaining all other hardware 76
components necessary, including but not limited to:
hardware Firewall,
anti-virus software,
LIBRARY-specific network components and connectivity,
PC Workstations and maintenance,
Scanners and maintenance,
Printers and maintenance,
Uninterruptible Power Supplies,
cables, '✓
The LIBRARY will also assume responsibility for determining, in consultation with Polaris, the viability of W
existing LIBRARY Equipment in conjunction with the System.
8.2. The LIBRARY shall designate no more than two(2) key personnel to act as Polaris' sole point(s)of contact
with the LIBRARY following execution of this Agreement.
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8.3. The LIBRARY is responsible for providing and maintaining an Internet connection with sufficient
bandwidth for reliable operation and support. If required, the LIBRARY will provide Polaris with reliable
and immediate remote access via the Internet to any LIBRARY Equipment that directly or indirectly
affects the ability of the LIBRARY to access and use the Polaris ILS Software. This access must be
sufficient, in Polaris' sole opinion, to satisfy any on-going warranties set forth under this Agreement.
Failure by the LIBRARY to provide minimal access via the Internet may result in unresolved performance
issues and may void Polaris' obligations with respect to on-going warranties.
8.4. During the implementation process, the LIBRARY will provide Polaris with reliable remote access to their 0
current system to facilitate the extraction of the LIBRARY's data, pursuant to the services provided under
Schedule B and the extraction requirements listed under Schedule H herein.
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8.5. The LIBRARY will accept responsibility for the data concerning the LIBRARY's system profile and system
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parameters that it has provided to Polaris based on guidelines for the profile and parameters set by
Polaris. Polaris agrees to provide prompt written notice of any material discrepancy of which it becomes
CL
aware between data provided by the LIBRARY and data required for effective functioning of the Polaris
Software. Polaris disclaims all responsibility for the use or function of the Polaris Software, or for the
results obtained therefrom.
8.6. Pursuant to Article 8.1, the LIBRARY will accept responsibility for the installation, performance and
maintenance of all third party hardware/software components on the Polaris ILS that are not supplied by
Polaris under this Agreement. Polaris may provide consultation Services or diagnostic support relating to
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the LIBRARY's use of such third party hardware and software, and shall reserve the right to charge, at the
rate of $200 per hour with a minimum $400 charge. o
9. Site Preparation
It is understood and agreed that the Hosted Service fee does not include any costs with regard to the
preparation of the LIBRARY site or the installation of LIBRARY Equipment. The LIBRARY shall, at its own
expense, prepare the site to house the LIBRARY Equipment, shall provide suitable electric service for
operation of said LIBRARY Equipment.
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10. Privacy of Data
Polaris agrees not to use patron details such as names, addresses, etc., for any purpose other than
providing requested service to the LIBRARY and agrees not to transmit LIBRARY data to any third party, _
except as requested by the LIBRARY.
11. Protection and Security
11.1.The LIBRARY will take appropriate action, by instruction, Agreement or otherwise, with any persons
permitted access to licensed Polaris ILS Software and Polaris ILS Software Materials so as to enable the
LIBRARY to satisfy its obligations under Article 7 herein. 76
11.2.All licensed Polaris ILS Software Materials contain Polaris proprietary information, use of which is limited
by the licenses granted in this Agreement. The LIBRARY will not disclose or otherwise make available,
except as required by law, any licensed Polaris ILS Software Materials in any form to any third party
except to the LIBRARY's employees, or to agents directly concerned with licensed use of the program. °'
Subject to the limitations of this article, the LIBRARY may make additional copies of the Polaris ILS
Software Materials.
12. Warranty '✓
12.1.Polaris warrants that the Polaris ILS Software will perform substantially in accordance with the Polaris ILS W
Software Materials in effect on the Live Date. Polaris agrees to make reasonable efforts to correct all
reproducible material errors in the Polaris ILS Software and discrepancies between the Polaris ILS _
Software Materials and the actual Polaris ILS Software performance. Polaris does not warrant that the
operation of the Polaris ILS Software and its availability to the LIBRARY via the Internet, will be
uninterrupted or error-free or that all program defects will be corrected. In addition, due to the `V
continual development of new techniques for intruding upon and attacking networks, Polaris does not
warrant that the Polaris ILS Software or any equipment, system or network on which the Polaris ILS
Software is used will be free of vulnerability to intrusion or attack.
THE FOREGOING WARRANTY IS EXCLUSIVE AND IN LIEU OF ALL OTHER WARRANTIES OF
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND/OR ANY OTHER TYPE WHETHER
EXPRESSED OR IMPLIED, WRITTEN OR ORAL.
12.2.Polaris disclaims any responsibility for correcting any inability by the LIBRARY to connect to the Polaris o
ILS Software as a result of the failure or mis-configuration of the LIBRARY Equipment. Polaris may
provide consultation services or assistance relating to the failure or mis-configuration of LIBRARY
Equipment, and reserves the right to charge for said services or assistance at the rate of$200 per hour
with a minimum $400 charge.
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13. Support Services
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13.1.Support Services constitute Software Maintenance and Hosted Services - as defined under Schedule B CL
herein.
13.2.Polaris ILS Software updates will be made available periodically. Polaris shall have full discretion as to
the timing and content of Polaris ILS Software updates during the term of this Agreement. Failure to
release Polaris ILS Software updates during any specific term does not constitute default on the part of
Polaris because of the continuation of the provision of Software Maintenance and Hosted Services. Given
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the complexity of the library automation environment, including such factors as evolving standards,
developmental tools, and market demands, Polaris reserves the right to modify its development plan for o
future releases for the best interests of its current customers, its organization (from a support v,
perspective) and future marketability.
13.3.Each type of program service and maintenance specified will be available unless discontinued by Polaris
upon one hundred and eighty (180) days written notice.
13.4.Polaris reserves the right to charge at $200 per hour with a minimum $400 charge for any additional
effort that results from providing services for a licensed program altered by the LIBRARY, or for support
made necessary by the failure of the LIBRARY to maintain system and network security in accordance
with industry best practices.
13.5.Telephone diagnostic service is available during the following hours: 8:30am-8:OOpm, Eastern Standard
Time, Monday through Friday, excluding standard Polaris holidays. From 8:30-5:OOpm Eastern Standard
Time customers will be able to call Customer Support and reach their Site Manager or Technical Support
Specialist. From 5:OOpm-8:OOpm Eastern Standard Time customers will reach the Site Manager or
Technical Support Specialist working at Polaris headquarters that night. At 8:OOpm the phones will be 76
transferred to the answering service. Emergency referrals from Polaris' Operations Center to on-call
personnel will be available 24 hours per day, 7 days per week. Emergency assistance is limited to work in
correcting problems which impact critical functionality of the System. Software service calls that cannot
be solved immediately will be referred to specialists within the Operations Center.
14. Patent and Copyright
14.1.Polaris will defend the LIBRARY against any claim that licensed Polaris ILS Software and/or Polaris ILS
Software Materials furnished and used within the scope of the license granted herein infringe a U.S.
patent or copyright and Polaris will pay resulting costs, damages and attorney fees finally awarded, '✓
provided that: (a) the LIBRARY promptly notifies Polaris in writing of the claim, and (b) Polaris has sole W
control of the defense and all related settlement negotiations.
14.2.If such claim has occurred, or in Polaris'opinion is likely to occur, the LIBRARY agrees to permit Polaris at
its option at no additional expense to the LIBRARY either to procure for the LIBRARY the right to continue
using the licensed Polaris ILS Software and/or Polaris ILS Software Materials, or to replace or modify the `V
same so that they become non-infringing. If neither of the foregoing alternatives is reasonably available,
the LIBRARY agrees on one (1) month's written notice from Polaris to return or destroy all copies of the
licensed Polaris ILS Software Materials received from Polaris and all copies thereof, and to receive a
refund for any monies paid for the lease of said Polaris ILS Software licenses.
14.3.Polaris shall have no obligation to defend the LIBRARY or to pay costs, damages, or attorney's fees for any
claim based upon the LIBRARY's use of licensed Polaris ILS Software that has been altered by the LIBRARY
without Polaris' express permission and in direct breach of Article 7.3. herein. y
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14.4.The foregoing states the entire obligation of Polaris with respect to infringement of patents or
copyrights.
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15. Limitation of Remedies
15.1.For any claim concerning performance or non-performance by Polaris pursuant to or in anyway related to
the subject matter of this Agreement and any supplement hereto, the LIBRARY shall be entitled to
recover actual damages to the limits set forth in this section. No action, regardless of form, arising out of CL
this Agreement, may be brought by either party more than two (2) years after the cause of action has
arisen.
15.2.Polaris' maximum aggregate liability, whether for breach of contract, breach of warranty or in tort,
including negligence, will be limited to a maximum of all monies paid in the year in which the action was
brought.
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15.3.This limitation of liability will not apply to Articles 14 and 25 herein, or to claims for personal injury to 0
the extent caused in whole or in part by Polaris' negligence. v,
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15.4.IN NO EVENT WILL Polaris BE LIABLE FOR ANY DAMAGES ARISING FROM THE USE, OPERATION, OR It
MODIFICATION OF THE SYSTEM BY THE LIBRARY, OR FOR ANY LOST PROFITS OR OTHER
CONSEQUENTIAL, SPECIAL, OR INDIRECT DAMAGES, EVEN IF Polaris HAS BEEN ADVISED, KNEW OR
SHOULD HAVE KNOWN, OF THE POSSIBILITY OF SUCH DAMAGES.
16. Waiver of rights 0
The waiver or failure of either party to exercise in any respect any right provided for herein shall not be
deemed a waiver of any further right hereunder.
17. Severability
m
If any provision of this Agreement is invalid, illegal or unenforceable under any applicable statue or rule
of law, it is to that extent to be deemed omitted, and the remaining provisions shall not be affected in
any way.
18. Headings The headings of the various Paragraphs and Subparagraphs herein are for convenience only and shall not
control or affect the meaning or construction of any provisions of this Agreement.
19. Governing Law
This Agreement shall be subject to all applicable laws of the Federal Government of the United States of
America and to the laws of the State of Florida. The applicable law for any legal disputes arising out of m
this Agreement shall be the law of the State of Florida. The prevailing party in any action brought under
this Agreement shall be entitled to reasonable attorney fees and costs as awarded by the court including '✓
any action at the appellate level. W
0
20. Saving Clause 0
Typographical errors are subject to correction.
21. Assignments
Both parties agree that no sublicensing, or assignment of their rights or interest, nor delegation of their
duties under this Agreement shall be made or become effective without the prior written consent of the
other party. Any attempted sublicensing, assignment or delegation without prior written consent shall be
wholly void and ineffective for all purposes.
22. Taxes not included
The charges shown on this Agreement do not reflect applicable state and local taxes that may be added
to the amounts shown at the time of invoicing.
23. Whole Agreement
This Agreement constitutes the entire Agreement between the parties and supersedes all proposals,
presentations, representations, and communications, whether oral or in writing, between the parties on
this subject. Neither party shall be bound by any warranty, statement, or representation not contained
herein. The signatories acknowledge reading, and agree to comply with, all terms and conditions.
24. Force Maieure CL
Any delay or nonperformance of any provision of this Agreement caused by conditions beyond the
reasonable control of the performing party shall not constitute a breach of this Agreement, provided that
the delayed party has taken reasonable measures to notify the other of the delay in writing.The delayed 0
party's time for performance shall be deemed to be extended for a period mutually agreeable to both
parties. Conditions beyond a party's reasonable control include, but are not limited to, natural disasters,
acts of government after the date of the Agreement, power failure, fire, flood, acts of God, labor
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disputes, riots, acts of war and epidemics. Failure of subcontractors and inability to obtain materials
shall not be considered a condition beyond a party's reasonable control. This provision does not relieve o
the LIBRARY of its obligation to make payments then owing. v,
25. Indemnification
Polaris agrees to indemnify, hold harmless and defend the LIBRARY and its agents, officials and
employees from any liability, claim or injury, related to or caused by fault or negligence of Polaris
employees or subcontractors.
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26. Amendments
Amendments and modifications to all, or any part, of this Agreement and to the appendices and
referenced attachments, may be made, and shall be binding, only if in writing and signed by duly _
authorized representatives of both parties.
27. Proprietary Information
The parties to this Agreement understand and agree that in the performance of work or services under
this Agreement, or in contemplation thereof, either party may have access to private or confidential
information which may be owned or controlled by the other party, and that such information may contain
details disclosures or sensitive information which disclosure to or use b a third art will
proprietary Y� P Y
be damaging or illegal. Both parties agree that all information, disclosed by one party to the other,which
is in written form and which is marked confidential, shall be held in confidence and used only in
performance of services under this Agreement. Both parties shall exercise the same standard of care to
protect such information as is used to protect their own proprietary data.
28. Ownership of Data
Polaris acknowledges the LIBRARY's ownership of the various databases installed upon the System. Upon
termination of this Agreement by either party, or upon conclusion of the Agreement term, Polaris agrees '✓
to assist the LIBRARY in extracting all LIBRARY-owned data from the System. Such assistance shall W
include personnel time and Polaris' best efforts, provision of documentation regarding the format and
contents of the extracted data, verification that extracted data is complete and in a form suitable for use _
by the LIBRARY, and other assistance necessary for the extraction of data. Such assistance shall be
provided by Polaris at no charge to the LIBRARY if termination of this Agreement by the LIBRARY comes as
a direct result of a breach, by Polaris, of any of the terms and conditions set forth herein; in all other `V
circumstances concerning termination, Polaris shall be entitled to charge the LIBRARY at its then current
rates for data extraction services, including any actual expenses for travel to LIBRARY. The data shall
include all contents of all files created, maintained, and owned by the LIBRARY, including all
bibliographic data, holdings data, patron data, in-process transaction data associated with circulation
control, cataloging, acquisitions, serials control, and any other activity or subsystem in use by the
LIBRARY. Wherever standards such as MARC exist for the format of that data, Polaris will furnish such
data in the standard format. Appropriate documentation shall be provided. These Services will not be
delayed or withheld by Polaris in the event of any legal proceeding initiated by either party.
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IN WITNESS WHEREOF the parties have duly executed and delivered this Agreement, which shall inure to
the benefit of and be binding upon the successors of the respective parties, as of the last date indicatedCD
below.
6
ACCEPTED OR THE `( ACCEPTED FOR POLARIS LIBRA SYSTEMS
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Title: ®�' Title: President, Polaris Library Systems
Date: 2010 Date: ' '
@ APPROVF( ASS �FORM FOR POLARIS LIBRARY SYSTEMS
By: v,
e CLEM, r
Title: Manager, Acts and Proposals N
Date: �
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Schedule A
Library Statistics
1. Estimated Number of Patron Records 22,122
2. Estimated Number of Item Records 205,000
3. Estimated Number of Bibliographic (MARC) Records 130,000
4. Estimated Number of Authority Records 264,148
5. Items Issued Annually 412,000
6 Staff Client Licenses 35
7.Dedicated PAC Workstations 12
7. Name and address of main LIBRARY location:
76
Monroe County Public library
700 Fleming Street
Key West, FL 33040 0
0
8. Other locations:
Big Pine Library
Marathon Library
Islamorada Library
Key Largo Library
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Schedule B
Hosted Services
One-Time Services Description
■ 4 days webinar training: Patron Services, Cataloging, PAC
Training 2 days on-site training on Acquisitions
■ 2 days on-site training on Cataloging
■ 2 days on-site for "go-live" assistance
■ '/2 day web based system administration overview training
■ '/2 day follow-up web training
■ project management m
Implementation Services profiling assistance, and scheduling
■ 2 day on-site implementation/consultation
76
Data Migration Extraction Et migration of bibliographic, authority, item, patron and
transaction records from Horizon.
0
PAC Customization Using SA and language editor o
Software Polaris server software and staff licenses
Polaris ILS Software Materials One (1) complete set of Polaris ILS documentation + 1 CD
On'-Going Services Description
Use of Hardware Et 3rd Party Ongoing use of requisite hardware and 3rd party software licenses
Software
Network Usage On-going use of proportional bandwidth to access Hosted Services
■ monitor Polaris ILS server jobs and batch procedures
Hosted Technical Support 0 maintain the system server software configuration
■ load server operating system patches
■ upgrade Polaris ILS servers to all new releases
■ load operating system patches on servers
■ update and monitor server virus protection
■ maintain host-site Internet connectivity and capacity
■ ensure successful backups of the system
■ maintain server hardware and capacity
■ monitor system activity o
■ manage Polaris ILS configuration changes
Hosted System Administration 0 perform Polaris ILS system administration tasks as required
■ update system policy tables on an as-needed basis (such as dates
closed, loan periods, patron and fine codes) c�
Periodic Maintenance Polaris reserves the right to perform periodic maintenance on the
hosted server(s). Such maintenance would occur between the hours of CL
5:00am - 7:00am on Thursdays, and may necessitate a service outage
during part or all of this timeframe. Notification of any such outage will
be provided to the LIBRARY in advance.
LIBRARY will be responsible for the following:
reports Et notices; cost associated with optional Polaris upgrade training; cost of custom reports Et SQL queries,
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Schedule C
Polaris ILS Software
• Polaris ILS Database (full and documented schema available via Extranet)
• Z39.50 Server
• SMTP For email notification (Library may also use other email server)
• Remote Patron Authentication via SIP2 service >
0
• Find Tool (Over 600 search points available)
• Cataloging with authority control
• MARC validation program
• Bibliographic and authority records importing interfaces �.
• Fully integrated WYSIWYG Label Printing (see/edit before you print)
• Circulation 0)
• Off line circulation, inventory and Bookmobile (one off line client per location at no additional cost)
• Group holds
76
• OCLC Inter Library Loan Interface _
• Record set (bulk change operations for patron, item, authority and bibliographic records)
• Z39.50 client o
• System Administration (familiar Directory / Tree structure with point-and-click options)
• Integrated desktop Reports and Notices (with export to Excel, Word, PDF, HTML, XML and other formats)
• Extensive online help
• Polaris ILS PowerPAC supports Internet Explorer 6.0 +, Netscape Navigator 7.0+, Mozilla Firefox, Opera
8.02+, Safari 1.2+
• Multiple database searching
• Patron Authentication r9
• My Account Options: Self-registration, search agent alerts, pre-notification of overdues, reading
history, formatted title lists (MLA, Chicago Manual of Style, etc.)
• Customizable Dashboards (automated links to bestsellers, subject areas, etc.) v,
• SimplyReports
• Children's PAC c�
• Spanish PAC
• Acquisitions
Optional Software/Services:
Product Price y
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Additional Staff Client License $750 + maintenance
Serials Control with MARC Format for Holdings Charge only for training
(would require additional training at $2,000/day)
Multilingual Interface to PAC - Vietnamese, Korean or French $3,500 each + maintenance
Course Reserves $1,500 + maintenance
Outreach Services $2,000 + maintenance
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Debt Collection Interface $1,200 + maintenance CL
Additional Manuals (one-time cost per set) $250
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Schedule D
Cost Summary
Service Description Year One Costs
Training (11 days) $15,800
Implementation Services $5,600
Hosted Services $4,500
Data Extraction 6t Migration from Horizon $17,000
Children's interface to PAC N/C
Spanish language interface to PAC $5,000
PAC Customization N/C E
Enhanced Data Content for PAC Subscription $2,895
Polaris Software $70,250
Includes:
• Polaris Server Software
• 35 Staff Licenses
• Unlimited PAC access
• 6 SimplyReports Licenses
Total Year One - Due on Live Date $121,045
Service Description Year Two Costs W
Software Maintenance 6t Hosted Services $18,680
Enhanced Data Content for PAC Subscription $3,010
Total Year Two $21 P690
Due one (1) year from Live Date
Service Description Year Three Costs
Software Maintenance 6t Hosted Services $19,614
Enhanced Data Content for PAC Subscription $3,130
Total Year Three $22,744
Due two (2) years from Live Date
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Schedule E
Enhanced Data Content for PAC
Subscription Service to Syndetic Solutions
Polaris is a reseller for Syndetic Solutions, which offers enriched content for display in the PAC,
including tables of contents, first chapters, full color cover images, reviews, etc. Pricing for
Syndetic Solutions is an annual subscription, based on annual circulation statistics. Price increases
may occur on an annual basis, at the time of subscription renewal.The LIBRARY's reported annual
circulation is 412,000. Based on this figure, the first-year annual subscription will be as follows
(the LIBRARY may de-select elements as required to the minimum annual fee of $550):
Component Annual Cost
Table of Contents $198
76
Fiction Profile $157
Find Similar Titles (must also buy Fiction Profile) $157 c
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Series Information $198
Awards $198
Summaries $198
Cover Images $239
First Chapters/Excerpts $132
Author Notes Not Selected N
PW Review (includes Criticas Review) $198
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LJ Review $198 LN
SLJ Review $198
Choice Review Not Selected
Booklist Review $198
Horn Book Review Not Selected
Kirkus Review Not Selected
Spanish $148
German Not Selected
Video 6t Music 1 $239
Video Et Music Profiles $239 c
Total Annual Subscription Fee $2,895
Note: Annual Subscription Fee will become due on the Live Date of the system.
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Schedule F
PC Workstation Requirements
Technical Service/Staff Access Workstations and Patron Access Workstations-
Operating Systems Windows XP Professional (32-bit only) with Service Pack 3
Windows Vista Business (32-bit or 64-bit) with Service Pack 1
Windows Vista Ultimate (32-bit or 64-bit) with Service Pack 1
Windows Vista Enterprise (32-bit or 64-bit) with Service Pack 1
System Processor 1 GHz or better
System Memory XP Professional: Recommended 1GB - Minimum Required: 512MB
Vista Business: Recommended 2GB - Minimum Required: 1GB
Hard Disk Requirements Minimum: 10 GB
Video Requirements SVGA Graphics Controller /4 MB Video Memory or better
Other 100 MB NIC Card
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Monitor 17" (1024 x 768)
Terminal Services E
The minimum requirement for Remote Desktop Connection (RDC)for Terminal Services(by Microsoft)
is a client computer or thin client which has the Remote Desktop Connection Client installed. The E
Remote Desktop Connection Client can be run on client computers running Microsoft Windows 95, !S
Microsoft Windows 98, Microsoft Windows Millennium Edition, Windows NT 4.0, Microsoft
Windows 2000 Professional, Microsoft Windows XP Professional, or Microsoft Windows VISTA. The
Remote Desktop Connection Client can also be run on thin clients running Microsoft Windows CE, or
Microsoft Windows XPe. A Remote Desktop Connection Client for Mac OS X is also available from N
Microsoft.
Remote Desktop Connection has very low physical RAM requirements and generally works on any
device that meets the minimum requirements for the operating system on which it runs well.
Recommendations: a
• Remote Desktop Connection Client on a client computer running Microsoft Windows XP
Professional, or Microsoft Windows VISTA.
Remote Desktop Connection Client on a thin client running Microsoft Windows CE, or c
• Microsoft Windows XPe
• A reliable network connection with low network latency <100ms between the client and
terminal server.
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Schedule G
Overview of Polaris Hosted Environment y
Network
Polaris has redundant burstable 5mb connections to its hosted environment. The Polaris hosting
environment is connected to two different vendors diversely routing sonnet rings. The internal
network is driven by fully redundant Cisco routers, core and distribution switches. The internal >
switching fabric and all external circuits are fully monitored 24x7 by our service providers redundant
NOC's.
Stora e
Each customer will have sufficient storage allocated to provide the contracted level of
performance. Storage space will be allocated as appropriate to house the operating system and the E
database as well as sufficient space for all temporary files and terminal services. All servers are all 2
equipped with redundant power supplies and RAID storage.
Backup and Archiving
All servers are backed up to tape on a standard schedule of daily full-backups. Weekly backups are c
stored off site and an industry standard retention scheduled is maintained. Backups are to standard
DLT tape media. Data restoration is accomplished with standard restoral procedures in a MS Windows a
environment. This process is tested on a regular basis.
The servers have hot-swappable drives that can be switched out in the event of a drive failure. The
Polaris hosting environment has N+1 level electrical power service and all servers have redundant '✓
power supplies to minimize the risk of a power outage.
Hosting Environment N
Polaris provides N+1 UPS and circuit redundancy with dual diversely routed feeds off the grid. This is
backed up by a 1 MW diesel generator that is tested weekly and with full load on a monthly basis. The
Polaris hosting environment provides full CO2 fire protection backed up by a dry-charged delayed
water sprinkler system. The data center has a full matrix of smoke and air particle detectors.
The Polaris hosting environment has twelve (12) fully redundant Liebert 30-ton air conditioners and
provides temperature and humidity controls with centralized monitoring and alarming. Any six units
can adequately cool the space and manage humidity to specified levels. °'
The building housing the Polaris hosting environment is staffed by multiple site personnel during
normal business hours and is staffed by on-site security guards at all other times. Entrance to a
secured area of the building requires staff or guard interaction and 2 forms of ID. All doors to the
hosting spaces are equipped with both bio-mechanical, fob and numeric code security. All hosting
spaces as well as most common areas are monitored by camera with security tapes retained 45 U
days. All external doors and the surrounding grounds are camera-monitored as well.
0
Servers CL
Dell 2900, R710 and R900 series server hardware are typically used and configured as needed. There
are currently 12 servers dedicated to the Polaris shared hosting environment. Polaris provides
redundant common equipment (firewall, switches, domain controllers) for the shared hosting
environment.
1/21/10 Monroe County Public Library Hosted Services Contr
Packet Pg. 1449
POIARIS
Schedule G
Overview of Polaris Hosted Environment - y
continued
Upgrade and Maintenance Process
In the shared environment, upgrades are made on a server by server basis and are schedule with all >
customers on a given server. All work is performed in predetermined and agreed to maintenance
window. Almost all upgrades will require at least one restart of the hardware/software so downtime
is unavoidable. Careful scheduling between the Polaris Site Managers and the customers can
minimize the impact. Customers are given lead-time via their Site Manager.
Typically all maintenances are performed during times when the customer is closed. There are a very
limited number of times when an emergency maintenance may be required and these would also be
schedule with the customers. No maintenances should occur without customer notification and input.
76
Security
All aspects of the Polaris shared hosting environments are secured against virus and other external c
0
attacks. Our redundant firewalls continually scan for all kinds of external attacks and our firewall
rules are the most restrictive and only open to the ports and address ranges required. Polaris 0)
contracts with a service partner to assist in the monitoring of its firewalls to manage and detect all
attempts to infiltrate the network.
The Polaris ILS operates using Microsoft software and protocols. Polaris Library Systems is a Microsoft
Gold Certified partner and is in constant communication with Microsoft to maintain the security of
the Polaris systems. All shared hosting servers receive security updates on a weekly basis. The
Polaris ILS is fully password protected using industry best practices.
N
0
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1/21/10 Monroe County Public Library Hosted Services Contract
Packet Pg. 1450
POIARIS
Schedule H
Data Extraction y
From Dynix Horizon:
Estimated number of Patron Records 22,122
Estimated number of Item Records 205,000
Estimated number of MARC Records 130,000
Estimated number of Authority Records 264,148
Pricing for extraction services assumes the following conditions for access to the database:
Horizon data extraction: E
external IP address of the database server must be provided;
SQL port number must be provided;
SQL system administrator login/password must be provided;
Trusted firewall access must be provided from a single IP address to be provided
by Polaris; c
Access to RDP or PC Anywhere on a PC located on the same LAN as the server must
be provided, along with the following:
■ Java 1.4 or 1.5 must be installed, or be allowed to be installed on the PC
■ FTP must be permitted in order to allow files to be transferred to/from the PC
to/from a location outside the LAN
Use of VPN is acceptable;
Horizon database name must be provided if other than "horizon";
Specification of either Microsoft SQL Server or Sybase;
Available access during all times and days specified by Polaris; N
Deviations from any or all of these access conditions will result in additional fees being assessed, to
be determined on a case-by-case basis.
0
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1/21/10 Monroe County Public Library Hosted Services Contr
Packet Pg. 1451
��CA�RTQ
C.26.d
Kevin Madok, CPA
Clerk of the Circuit Court& Comptroller—Monroe County, Florida
6 •. 4
O~R08 COVN`
0
DATE: February 18, 2020
TO: Norma Kula, Director
Public Libraries
VIA: Valerie Moore a
Business Manager
FROM: Pamela G. Hanco C.
0
SUBJECT: September 18, 2019 BOCC Meeting o
Attached is an electronic copy of the following item for your handling:
C10 Amendment to a Contract(original date January 21, 2010) with Innovative Interfaces W
(originally Polaris) to purchase two additional licenses to access die Polaris Staff Client Software, at
a total cost of$2,832.00.
co
Should you have any questions, please feel free to contact me at(305) 292-3550.
0
0
0
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cc: County Attorney `V
Finance
File
KEY WEST MARATHON PLANTATION KEY PK/ROTH BUILDING
500 Whitehead Street 3117 Overseas Highway 88820 Overseas Highway 50 High Point Road
Key West,Florida 33040 Marathon,Florida 33050 Plantation Key,Florida 33070 Plantation Key,Florida 33070
305-294-4641 305-289-6027 305-852-7145 305 Packet Pg. 1452
C.26.d
0
INNOVATIVE INTERFACES INCORPORATED
PURCHASE ORDER ACCEPTANCE
Innovative Interfaces Incorporated("Innovative'I hereby accepts the offer from Monroe C ounty Public
Library System("Client'l set forth in the Purchase Order No.00061032 dated August 5,201 and attached
hereto as Exhibit 2. The Software will be provided pursuant to the Polaris Integrated L brary System
Contract for Hosted Services effective as of March 1,2010(the "Agreement')and the pro isions of such
Agreement shall supersede any conflicting provisions set forth in the Purchase Order.
WHEREAS,Client desires to license from Innovative certain software,and in connection with such
license the following is agreed:
P
W
1. Software License. Client agrees to license from Innovative the software des ribed in
Exhibit 1 &Exhibit 2 for the price and per the terms specified in Exhibit 1 a ed hereto. ---
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2. Additional License. Subject to the terms of the Agreement, Innovative h eby grants to co
Client a non-exclusive,non-sub-licensable,non-transferable license(the"Addit on al Software ,
License")to use the software (the"Additional Software") described in Exhibit 1 hereto, and
upon timely payment of all sums due hereunder, Innovative agrees to provi,e the software
maintenance for the Additional Software(the"Additional Software Mainten ce").The term
of the Additional Software maintenance will be as respectively set forth in th corresponding
quotes in Exhibit 1.
3. Maintenance Renewal. Subject to the early termination provisions set forth in the
Agreement, the term of the Additional Software Maintenance will be effective for an initial
term of one(1)year following this Addendum Effective Date(the"Initial Term").Thereafter,
the Additional Software Maintenance will be automatically renewed for additional one(1)year
terms(each,a"Renewal Term"and,together with the Initial Term,the"Tenn"),unless either
party gives the other not less than ninety(90)days'prior written notice of its intent to terminate
this Agreement effective as of the end of the then-current Term.Comme cing upon year 2 and
thereafter, Innovative will have the right to increase rates of the Additional Software c�
Maintenance by a maximum percentage equivalent to the greater of 5% or the percentage
increase in the Consumer Price Index(CPI-in over the previous year. c
CL
4. Co-Terming. Subject to the terms of the Agreement,the Addition Software Maintenance
term will be prorated to run coterminous with Client's existing Polaris aintenance term being
October 1 through September 30.
cv
Packet Pg. 1453
i
C.26.d
0
Except as otherwise hereby agreed,the other provisions of the Agreement will remain in full force
and effect as of the date hereof.
m
BOARD OF COUNTY COMMISSIONERS P
INNOVATIVE INTERFACES INCORPORATED OF MONROE COUNTY,FLORIDA
uw-
Signature: By
MayoMhairperson
Print Name: Akin Adekeye
Title: VP&General Counsel
-§T: KEVIN MADOK,CLERK
Date: August 12,2019
+'By cv
Depu Clerk 7�l vil q e co
1
OE COUN riivt
PP OVED j RSA
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EXHIBIT 1
1. Fees. All Fees must be paid to Innovative within 30 days following receipt of the invoice.
[APPROVED SOFTWARE QUOTE FOLLOWS THIS PAGE]
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Ut innovative
Pricing Exhibit
0
Data 7/10/2019
Quote# EST ING10233
Innovative Interfaces Incorporated
1900 Powell St. PeymentTerms Net So
Suite 400 Overall ContractTerm(Months) 12
Emeryville CA 94608 Contract Start Date
United States Contract End Date
Sales Rep Roy Burnett
Site Code MONR1643 W
Expires 10/4/2019 E
W
L-
Bill To Ship To CD
Monroe County Public Library Monroe County Public Library
700 Fleming Street 700 Fleming Street
Key West FL 33040 Key West FL 33040
United States United States
0
Currency
0
US Dollar
Staff User License-Perpet... 2 The Polaris Staff Client is licensed 1,200.00 2,400.00
Licenses software that allows the end user to
access all of the Polaris functionality W
II based on the permissions that are set
in System Administration.This
includes Circulation,Patron Services,
Cataloging,Acquisitions,Serials, CD
CD
I Utilities and System Admin. Additional
License for additional Staff User
License.A separate staff user license
is required for each concurrent
connection made from a staff client to
the Polaris ILS server,including from y
Polaris Web Application(aka Leap).
Staff User Maintenance 2 Additional Staff User Licenses 216.00 432.00
Licenses i Maintenance
Maintenance
Total Fees US$2,832.00
0
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Packet Pg. 1456
C.26.d
0
Exhibit 2
Purchase Order
(Client Purchase Order Follows)
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Packet Pg. 1457
. . C.26.d
MONROE COUNTY PURCHASE ORDER NO. 00061032
�a BOARD OF COUNTY COMMISSIONERS
1100 Simonton Street,Suite 2-213 PAGE NO. 1
Key Vilest, FL 33040
PDF COPY
SALES TAX EXEMPT NO.:85-8013825294C-7
V F-96565 PHONE: 510-655-6200-1 H lMONROE COUNTY PUBLIC LIBRARY 2
E INNOVATIVE INTERFACES INC I 700 FLEMING STREET
ND 5850 SHELLMOUND WAY P KEY WEST, FL 33040
RI EMERYVILLE CA 94608 I TT �ATTN: ANNE RICE
L� J 0
ORDERDATE:08/05/19 BUYER:LIB/VALERIE MOORE REQ.NO-: D0055490 REQ.DATE:08/02/19
TERMS: NET 30 DAYS F.O.B.: DESC.:
ITEM# QUANTITY UOM DESCRIPTION UNIT PRICE EXTENSION
O
2.00 FAA . POLARIS STAFF CLIENT LICENSED SOFTWARE 1200'.00.00 2,400.0
;02 2.00 EPi ADDITIONAL STAFF USER LICENSES 216,0000 432.0
MAINTENANCE
QUOTE #EST—INC10233
c14
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O
O
ITEM# COST CENTER ACCOUNT PROJECT PROJECTACCT AMOUNT PAGE TOTAL $ 2,832.00
01 62019 5]0490 GP1900 530520 2,400.00 TOTAL $ 2,832.00 CL
O
02 62019 5 0490 GP1900 530520 432.00
O
PARTIAL PAYMENT
FINAL PAYMENT 0
m
INVOICE NO. INVOICE AMOUNT
cV
O
PAYMENT DESC_
PA ENT APPROVAL \ PURCHASING AGENT
Packet Pg. 1458
ter. C.26.e
°w' Kevin Mad* CPA
r Clerk of the Circuit Court&Comptroller-0Monroe County, Florida
DATE: May 22,2020
0
TO: Norma Kula, Director
Public Libraries
VIA: Valerie Moore
0
Business Manager
FROM: Pamela G. Hanc C. o
SUBJECT: April 15t'BOCC Meeting o
Attached is an electronic copy of the following item for your handling:
LO
D20 Amendment to Contract with Innovative Interfaces (originally Polaris) to subscribe
to SkyRiNer, a bibliographic tool for library cataloging, at a cost of$3,420.00 for sel.
up/implementation and $4,275.00 annually for a three-year subscril)lion.
Should you have any questions please feel free to contact me at(305)292-3550.
0
0
0
0
T
CL
0
0
cc: County Attorney
Finance
File
KEY WEST MARATHON PLANTATION KEY PKIROTH BUILDING
500 Whitehead Street 3117 Overseas Highway 88820 Overseas Highway 50 High Point Road
Key West,Florida 33040 Marathon,Florida 33050 Plantation Key,Horida 33070 Plantation Key,Florida 33070
305-294-4641 305-289-6027 305-852-7145 30 Packet Pg. 1459
C.26.e
AMEND.MFNT TO E
AGREEMENT �
This AMENDMENT is made and entered into as of the date of the last signature of the parties
hereto(the"Effective Date"), by and between INNOVATIVE INTERFACES INCORPORATED, a California
corporation having its principal place of business at 1900 Powell Street,Suite 400,Emeryville,CA 94608
(hereinafter referred to as"Innovative"), and MONROE COUNTY PUBLIC LIBRARY(hereinafter referred
to as"Client'and collectively referred to as"the Parties"). o
WHEREAS, Client and GIS Information Systems., Inc. doing business as Polaris Library Systems
(hereinafter referred to as"polaris")are parties to the Polaris Integrated Library System Contract for Hosted
Services effective as of March 1,2010(the"Agreement');and �
WHEREAS,on March 31,2014 Innovative acquired Polaris and as a result of such acquisition all <
rights,duties and obligations under the Agreement were transferred from Polaris to Innovative;and
CD
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WHEREAS,Client desires to license additional Software from Innovative and,in connection with
LO
such license,the parties desire to amend the Agreement as set forth in this Amendment;and
Now, THEREFORE, for good and valuable consideration and intending to be legally bound
hereby,the parties hereby agree as follows.
1. Software License. Client agrees to license from innovative the software described in Exhibit
1 for the price and per the terms specified in Exhibit 1 attached hereto.
CD
2. Additional License. Subject to the terms of the Agreement, Innovative hereby grants to the
CD
Client a limited non-exclusive, non-sub-licensable, non-transferable license (the"Additional o
Software License") to use the software on a subscription basis (the "Additional Software")
described in Exhibit 1 of this Amendment. The term of the Software License will be as `e
U
respectively set forth in the corresponding quote in Exhibit 1, and all such Software as
described within Exhibit I will be deemed Software (as defined in the GTCs of the ce
Agreement) licensed and supported under the teens of the Agreement. The license granted o
herein will be for the duration the applicable term as identified within Exhibit 1, and will
automatically expire upon the termination or expiration of this Amendment or as otherwise
specified in the Agreement.
U
3. License TermlRenewal. Subject to the early termination provisions as set forth in the
Agreement, the term of the Additional Software subscription will be effective for an initial y
term of three(3)years following the Effective Date of this Amendment(the"Initial Term").
Thereafter the Additional Software will be automatically renewed for additional one(1)year
terms,unless either party gives the other not less than ninety(90)days' prior written notice of
CL
its intent to terminate the Additional Software subscription effective as of the end of the then-
current Term. Commencing upon year 2 and thereafter, innovative will have the right to
increase rates for services being renewed by a maximum percentage equivalent to the greater
of 5% or the percentage increase in the Consumer Price Index (CPI-U) over the previous
year.
4. Co-Terming. Subject to the terms of the Agreement,the Additional Software subscription
term will be prorated to run coterminous with Client's existing software subscription term
being October I through September 30.
Packet Pg. 1460
C.26.e
Except as otherwise amended hereby, the other provisions of the Agreement will remain in full
force and effect as of the date hereof In the event of a conflict between the provisions of this Amendment 2
CD
and the Agreement,the terns of this Amendment will control.
IN WITNcss WHEREOF, the parties hereto have caused their duly authorized representatives to —
enter into this Amendment as of the dates specified below.
0
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY,FLORIDA
INNOVATIVE INTERFACES MONROE COUN PUBLIC LIBRARY
INCORPORATED
Signature: _..— Signature:__
CD
Hilary N man Print Name:
Print Name: .--.— _
Title. SVP Library Services Title: Mayor
Date: November 7,2019 Date:
6
ATTEST KEVIN MADOK, CLERK
By:
q C> As Deputy Clerk
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_. ._. NRQE ATTDANEY
14- N �Aa1rE FOHIrA
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C.26.e
EXHIBIT I m
Additional Software
[APPROVED SUBSCRIP"I'ION SOFTWARE PRICING EXI1113ITS FOLLOWS THIS PAGE]
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inno
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Date 101412019
Quota g EST-INCH 0168
Innovative Interfaces Incorporated Paym ritTerme Net 30
1900 Powell St. overall contractT■rm imanths) 36
Suite 400
Emeryville CA 94fi08oE Startrdract
United States Sam Rep Dean Cooper
SSQ Code MOf RIS43
Expires 1 212 712 01 9
130170 Ship To
Monroe County Public Library Monroe County Public Library
700 Fleming Street 700 Fleming Street
Key West FL 33040 "West FL 33040 �
United States United States
Currency W
US Dollar
LO
4,275.00 4.275.00
Skyriv+er License-Term 1 SkyRiver Bibliographic Utility '
Subscription
SkyRiver is a cloud-based service that >
provides libraries with high quality I-
bibliographic metadata and
user-friendly catalovgging capabilities.
For use with any ILS Enables staff to ,
save time and simplify workflows.Key
capabilities include:complete MARC 2
format with authorized headings,
support for RDA and transition to
Linked Data,minimal duplicate results,
ongoing search service for hard-to-find
records,C1P up.grade notification, cc
automated localization of records,
Spec.alized integration with Sierra and
Nit llennium.
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Total Fees US$4,275.00
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see
111 innovative
Statement of Work
This statement of Work(the"SOW")dated November 7,2019 is entered into pursuant to the
Master Professional Services Agreement between Monroe County Public Library CClient'] and
76
Innovative Interfaces Incorporated Cinnovative")effective as of March 13,2017(the'Agreement'). CD
—
Innovative and Client may each be referred to as "Party' from time to time or collectively as
"Parties'. 0
A. Purpose of this Statement of Work
This SOW outlines the Professional Services that will be provided by Innovative in order to
implement the SkyRiver implementation purchased under the License Agreement for Monroe
County Public Library. The SOW provides an overview of the scope of the project and cost to W
complete the engagement based on Innovativds prior experience with similar projects and
preliminary discussions with Client. The Client hereby acknowledges that the SOW is not
meant to capture all detailed requirements but documents the high level requirements and
implementation approach discussed and that additional detailed requirements discussions will LO
C,
be required to outline the full scope of work between the Parties.
B. Project Scope of Services
The Scope of the project includes the following set of professional services:
F5
0
f. SkyRiver installation
lnno iative will install and configure SkyRiver software and the database. Includes onlineCD
training. Specific services to be delivered: .2
• Configuration of SkyRiver central server
Granting access to necessary software ports,to allow access to servers and
services
• Account creation and configuration 0
One Time Web-based training on the use of the SkyRiver client software
• Testing of record export
All specified work includes,where necessary: 0
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1) project management �-
2) Requirements consultation between client and Innovative M
3) Installation and configuration of the purchased software modules on a single
production environment, if installation and configuration is required to be
performed on additional server environments,additional fees will apply. CL
4) Post-implementation testing
5) Remediation of post-implementation issues,found during our own testing or
found by the client m
No work will be performed,on the client's production environment,without prior
notification to,and approval from,the client. Work will be performed in pre-specked
maintenance windows,as agreed upon in advance by the client and innovative.
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C.26.e
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C. Fees and Payment Terms
Fees for Services delivered under this SOW will be charged on a fixed price basis as set forth
in the innovative Pricing Exhibit EST-INC10789 attached herewith. Payment terms for this
SOW are as set forth in the Professional Services Agreement. This Statement of Work
estimate is valid for 30 days. Work is deemed to be accepted as delivered. Any delays in 0
deliverables that are attributable to the customer may result in additional Services fees. 0
D. Innovative Services Team m
The Services Team will have the following resources available for this project:
m
1. Library Consultant: Will be responsible for all tasks associated with the SkyRiver
implementation,when installed as an add-on to an existing Innovative library. <
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E. Client implementation Team CD
1. Technical Lead: Will be responsible for assisting with client responsibilities related to
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server access as well as any other system level duties required by client.
0
F. implementation Assumptions
1. Client will have adequate resources available to ensure timely completion of any library
tasks outlined in the project schedule. 0
0
2. Timeline for the completion of this project will be established,through joint planning
conversations between the client and Innovative during the initial stage of the project-
0
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IN WITNESS WHEREOF each party has caused this SOW to be executed by its duly authorized 0
representatives.
0
AGREED:
Client innovative ��- - W,
Monroe County Publ' Library lnnovative Interfaces incorporated v,
I By: CL
B : - -
Name:
Namw Hilary Newman
Hea or Ca uthers —
Title:
Ti0 - - — - -- SVP Library Services
Date: Date: November 7,2019
ATTEST ' N luiAi] CLERK hlF140NEATTORNEY
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FORM
BY, CLERIC
as p.
STATEMENT OF yn10RK�1-wab' Ir+W-ws.inc
ASSI P tm ATTORNEY <
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innovative
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Innovative Interfaces Incorporated
prymerttTemrs Net 30
1900 Powell St Sales Rep Dean Cooper
Suite 400 Technical Contact Cu5oIR Monroe County Public Ubr...
Emeryville CA WOO She Code MONR1643 O
United States 94ies s2n7=19
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Bilk Ta Ship To O
Monroe County Public Library Monroe County Public Library m
700 FlemingStreet 700 f:lemWest
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ited States m
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US Dollar
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,,...waa=:. y-` •:•max°,-, ?:' a 3,600,00 3,420,00
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Total Fees US$3,420.00
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C.26.f
AMENDMENT TO AGREEMENT
This AMENDMENT is made and entered into as of the 9th day of December, 2020, (the
"Effective Date"), by and between INNOVATIVE INTERFACES, INCORPORATED, a
California corporation having its principal place of business at 1900 Powell Street, Suite 400,
Emeryville, CA 94608 (hereinafter referred to as "Innovative"), and the MONROE COUNTY ,
BOARD OF COUNTY COMMISSIONERS, whose address is 1100 Simonton Street, Key West, 0
FL 33040, on behalf of the MONROE COUNTY PUBLIC LIBRARY, (hereinafter referred to as
"Client", and collectively referred to as "the Parties").
E
WHEREAS, Client and GIS Information Systems, doing business as Polaris Library
Systems (hereinafter referred to as "Polaris"), are parties to the Polaris Integrated Library Systems E
e(
Contract for Hosted Services effective March 1, 2010 (the "Agreement"); and
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WHEREAS, on March 31, 2014, Innovative acquired Polaris and as a result of such
acquisition all rights, duties, and obligations under the Agreement were transferred from Polaris
to Innovative; and
WHEREAS, Client desires to purchase hardware license and additional third party
Software from Innovative and, in connection with such license, the Parties desire to amend the
Agreement as set forth in this Amendment; and
NOW, THEREFORE, for good and valuable consideration and intending to be legally
bound hereby, the Parties hereby agree as follows: E
Cr
1. Software License. Client agrees to license from Innovative the hardware and third
party software described in Exhibit 1 for the price and per the terms specified in Exhibit 1,attached 0
hereto and made a part hereof.
2. Additional License. Subject to the terms of the Agreement, Innovative hereby c
grants to Client a limited non-exclusive, non-sub-licensable, non-transferable license (the
"Additional Software License") to use the software on a subscription basis (the "Additional
Software") described in Exhibit 1 of this Amendment. The license granted herein will be for the
duration of the applicable term as identified in Exhibit 1 and will automatically expire upon the
termination or expiration of this Amendment or as otherwise specified in the Agreement.
0
3. License Term. Subject to the early termination provisions as set forth in the 0.
Agreement, the Subscription of the software identified within Exhibit 1 will be effective for an c
initial term of twelve(12)months following this Amendment's Effective Date(the"Initial Term").
4. Co-Terming. Subject to the terms of the Agreement,the Parties hereby agree that
the Additional Software subscription term will be pro-rated and will run conterminous with E
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Client's existing Polaris maintenance term being October 1 through September 30.
er
1
Packet Pg. 1467
C.26.f
Except as otherwise hereby agreed, the other provisions of the Agreement will remain in
full force and effect as of the date hereof. In the event of a conflict between the provisions of this
Amendment and the Agreement, the terms of this Amendment will control. E
a�
IN WITNESS WHEREOF, the parties hereto have caused their duly authorized
representatives to enter into this Amendment on the day and year first above written.
0
0
(SEAL) MONROE COUNTY BOARD OF
Attest: KEVIN MADOK, Clerk COUNTY COMMISSIONERS, on behalf of the E
MONROE COUNTY PUBLIC LIBRARY
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By: By:
As Deputy Clerk Mayor
INNOVATIVE INTERFACES, INCORPORATED
By: m
Print Name: Cr
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Title:
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MONI10E CDuNTy A TORNEY'S OFFICE
EDP T fORM
PATRICIA UIS
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EXHIBIT 1
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lit innovative� Pricing Exhibit
ProQu st Company Page 1 of 4
Date 11/19/2020
Quote# EST-INC12771
Innovative Interfaces Incorporated
1900 Powell St. Payment Terms Net30 W
Suite 400 Overall Contract Term(Months) 12 2
Emeryville CA 94608 Contract Start Date
United States Contract End Date
Sales Rep William Easton Jr.
Site Code MONR1643 CD
Expires 2/17/2021
O
Bill To Ship To
Monroe County Public Library Monroe County Public Library
700 Fleming Street 700 Fleming Street m
Key West FL 33040 Key West FL 33040
United States United States
Currency CD
US Dollar
006-Description(CloudNine Delivery) r
The CloudNine platform and the
Reservation Service are in the final
phases of development and are not
yet publicly released.Any order for O
these products will be held until an
official release announcement is ma...
We project release at the end of
Q3...<..
No project for services will be created
until an official release announcement ¢.
is made,which means that you will not
be contacted by any consultants until
orders are approved for processing.
Description
Annual costs for Reservation Service
would be$3,500.00(plus$650 for W
recommended and optional items).
One-time installation costs of O
$1,390.00
Envisionware Services 1 CN:RS OO50K Envision 3,500 3,500.00 3,500.00
Services Envision Ware Reservation Service- ware N
Service Population 50,000 to Services
<100,000 Options ¢
INCLUDES:Reservation Service with PS-HR-C (J
unlimited Reservation Types, F-U
Branches,Groups,Users and Client
installations,basic grid data reporting
!!REQUIRED:CN:RS PS 010K O
Professional Services
#RECOMMENDED:CN:SMS 025K
Text messages;CN:EML 0010K Email
OPTIONS:CN:AS Advanced N
Analytics
Envisionware License-Perpet... 1 CN:SMS 025K Envision 200 200.00 200.00
License 25,000 SMS/Text messages per year. wareCL
Overages billed annually at.01 per License O
message Options
CM Client
Envisionware License-Perpet... 1 CN:EML 0010K Envision 25 25.00 25.00
License Annual email delivery of receipts, ware
reports(based on Analytics licensing) License
from libraryinfo.net Service Population Options ay
<100,000 CM Client
Envisionware License-Perpet... 1 CN:RS PS 010K Envision 895 895.00 895.00
License Professional Services one-time ware
remote consultation for setup, License
installation and training for the Options
Reservation Service for Service CM Client
population 10,000 to<100,000.Most py
clients installed by customer.For any
onsite installation including client
installation add PS-HR'UM Hourly (,
services and PS-EXPFF items. t8
Envisionware License-Perpet... 1 CN:AS A 0050K Envision 425 425.00 425.00
License Envision Ware Advanced Analytics ware
Service-Service Population 50,000 to License
<100,000 Options
Packet Pg. 1469
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lit innovative� Pricing Exhibit
ProQ ent Company Page 2 of 4
Date 11/19/2020
Quote# EST-INC12771
Innovative Interfaces Incorporated
1900 Powell St.
Suite 400
Emeryville CA 94608
United States
Adds graphical dashboards, CM Client Q
customization of existing data
analytics and email report delivery. ¢.
Envisionware Services 1 CN:AS PS AA Envision 495 495.00 495.00 0)
Services Professional Services consulting to ware
setup Advanced Analytics and provide Services
training for advanced capabilities. Options
PS-EXPF
F-U 1 st
Day W
Envisionware License-Perpet... 1 LPT-ENT Building Bundle[1st] Envision 795 795.00 795.00
License LPT:ONE ENTERPRISE-FIRST ware CV
BUILDING BUNDLE-Provides an License Qi
unlimited number of licenses for the Options: C44'
following components installed in a LPT-ENT r
single library building: Building
"Job Queue Engine(JQE),Print Bundle U
Release Terminals(PRT),LPT:One [1st]
Administrator and LPT:One Quick
Reporter
Envisionware License-Perpet... 8 LPT-ENT Clients(001) Envision 680.000000... 85.00 680.00 1t8
License LPT:ONE CLIENT LICENSE-TIER ware
01 -09 License
Print management software installed Options
on each public computer LPT-ENT
Clients
(001) t8
Envisionware License-Perpet... 1 ECS-SelfSery Bldg[1st] Envision 795 1,995.00 1,995.00
License ENVISIONWARE ECOMMERCE ware
SERVICES SELF SERVICE WEB License E
AND TERMINAL SYSTEM[1st Options
Building]Software for Web,Kiosk ECS-Self
Transactions and Terminal-based Sery
payment.Payment methods include Bldg[1st]
cash,vending,accounts and credit :m
cards.Web can be used by patrons for
fine payment and account revalue.
Terminals can be integrated with N
OneStop Self Checkout stations,Self Q
Service Kiosks(Launch Command),
Library Document Station,Print
Release Terminals,Polaris Staff
Clients and Polaris ExpressCheck.
+Required:Windows server and SSL
certificate. Q
+Required for Millennium and Sierra: (,
EW PTS and III Fines Payment Web
Service(118FP-WS)
+Card Terminal subscriptions are
quoted separately N
Envisionware License-Perpet... 1 CPM Bldg[1st] Envision 795 595.00 595.00
License COPY PAYMENT MANAGER[First ware Q
Building]-Software for kiosk-based LicenseCL
payment of copies via cash(vending), Options: Q
account(ILS or MySQL)and Credit CM Client ¢-
Card.Launch from Copy Payment
Manager menu,Launch Command or ay
OneStop.Install on local Windows Pro
Desktop or on a Windows Server for -E
enterprise management.
+Required:CBA-VX Coin/Bill
Acceptor,X1 1-VVending Kiosk,or,for
customers with CBA-V,a CBA-V to VX ¢.
upgrade kit
+CBA-V Series Copier Cable ;.
+ECS-SelfSery eCommerce Software
+Card Terminal subscriptions are
quoted separately
U
Envisionware License-Term 1 _PT-MPS-1YR-U Envision 695 695.00 695.00
Software SUBSCRIPTION(1-Year Prepaid) ware
Subscription MobilePrint Service(tm)-Print from Subscripti
virtually any patron device via App, on
Email or Custom Web Portal.Pick up Options
Packet Pg. 1470
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lit innovative� Pricing Exhibit
ProQ e-st Company Page 3 of 4
Date 11/19/2020
Quote# EST-INC12771
Innovative Interfaces Incorporated
1900 Powell St.
Suite 400
Emeryville CA 94608
United States
at LPT:One Print Release Terminals. LPT-MPS Q
No additional hardware required. -1YR-U
-Licensed by the number of Buildings ¢.
or Job Queue Engines,whichever is
greater.
++REQUIRES LPT:One
EnvisionWare Print Management v4....
Envisionware License-Term 2 ECS-SelfSery T915-Y Envision 990 495.00 990.00 1 0)
Software SUBSCRIPTION(Annual):Verifone ware
Subscription Terminal,PAYware GATEWAY Subscripti W
Transactions,Interface,for unlimited on
transactions/month for 12 months on Options
POINT platform ECS-Staf CV
f T915-Y Qi
"Subscription term:3 yearCNI
commitment. r
Full balance of term payable for early
termination." U
'*Lead Time:10 weeks
Envisionware ' License-Perpet... 2 ' SSC-X11-KVTS#-BK-BK("USD)3T ' Envision ' 17,390.000... 8,695.00 ' 17,390.00
License MX915 v4(N) ware
X11 Vending Kiosk(Network License tts
Capability)-Software Included w/ Options
Terminal Mount 21.5 Touch Screen CM Client
Display Windows 10 Pro Integrated
High Capacity Receipt Printer 1 D/2D 0)
Smartphone-ready barcode scanner
DeskPad RFID Reader/Antenna Next t13
Generation Vending Control System-
Copy Payment-ready Coin Acceptor
Bill Validator 10 ft Ethernet Cable/6 ft
Power Cord OneStop Self Service
Circulation Software RFID Software
Suite Verifone MX915 Credit Card
Terminal MountCr
0)
Envisionware License-Perpet... 2 TS-6 BS Envision 27,930 13,965.00 27,930.00 :m
License EnvisionWare Tablet Station-6-Tablet ware Q
Model License 0.
System consists of the Tablet Base Options 0'
Station with software,6 Samsung CM Client N
Galaxy 10.5 Tablets with Secure Tablet Q
Enclosures,first year SaaS Cloud
Management Subscription and
hardware warranty.
++Purchase commits to a 3-year
subscription.
Q
Envisionware Hardware 2 ECS-T915-POINT HWTI Envision 0 0.00 0.00 (,
Hardware PAYMENT TERMINAL HARDWARE ware
TRACKING ITEM-Point(No Charge) Hardware
VFMX915 Credit Card Terminal for Options:
both Self Service and Staff use. ECS-TER N
M-POINT
"Lead Time:10 weeks" HWPI
Quantity represents total number of Q
terminals being ordered. CL
Q
{Note:Item is not for purchase. ¢-
Terminals available only under
subscription defined in the
subscription items.)
ECS PWC Terminal Processors: -E
Processor Not Listed
Envisionware Services 1 PS-PM-BLDG Envision 1,000 1,000.00 1,000.00
Services ENVISIONWARE COLLABORATIVE ware
PROJECT SERVICES--PER Services
BUILDING Options
*Includes installation of all products PS-PM-B
ordered or guidance to install items as LDG ;.
part of a single project/trip on a per
building basis.EnvisionWare generally G3
installs management or host
components and trains customers in
the deployment of Client modules.
A Statement of Work(SOW)will be ¢.
developed collaboratively which
defines the responsibilities of
EnvisionWare and your staff and
includes consulting services,planning,
installation,training and acceptance
Packet Pg. 1471
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lit innovative� Pricing Exhibit
a ProQ est Company Page 4 of 4
Date 11/19/2020
Quote# EST-INC12771
Innovative Interfaces Incorporated
1900 Powell St. 0)
Suite 400
Emeryville CA 94608
United States
,i ¢ii itt 3tsU,or y 1, h � sraS ,, 1till
criteria.
Q
++This price does not include any of ¢.
the fixed travel costs(Continental US)
or billed expenses(Outside USA)
items when onsite services are
requested.
Envisionware Services 1 PS-EXPFF-U 1st Day Envision 1,000 975.00 975.00 0)
Services ENVISIONWARE PROFESSIONAL ware
SERVICES-FLAT FEE FOR Services
EXPENSES-First of Every Five Days Options W
Onsite.No partial days. PS-EXPF
F-U 1st CV
Day
CNI
Envisionware Services 2 PS-EXPFF-U Additional Day Envision 250 250.00 500.00 r
Services ENVISIONWARE PROFESSIONAL ware
SERVICES-FLAT FEE FOR Services (,
EXPENSES-Additional Days After Options
First.Maximum(4)additional days PS-EXPF M
before an additional First day is F-U
required. Additional
Day
Envisionware Hardware 2 CBA-V/VX/N-U COPIER-CABLE Envision 149 149.00 298.00
Hardware ENVISIONWARE CBA VX/N COPIER ware
CABLE-Connects an Envisionware Hardware
Series VX/N Coin/Bill Acceptor to a Options: ¢.
Copier CBA-II-U M
COPIER-
SPECIFY COPIER'*` CABLE
SPL
Man ufacturer:Canon Canon E
Model:ImageRunner Advance C256iF (105-
I I I C6870)
Shipping& 1 Shipping&Handling 1,536.65 1,416.94 1,416.94
Handling-US
t�
t�
Total Fees US$60,799.94
Q
CJ
The fees identified herein, although billed by Innovative pursuant to the billing terms as contained within y
the Polaris Integrated Library System Contract effective as of March 1, 2010, the hardware and software
items as listed above will be provided and licensed directly to Monroe County Public Library by the 3rd
0.
Party Supplier Envisionware. No further agreement in respect of this order will be required by Innovative.
Accepted by:
Monore County Public Library Innovative Interfaces Incorporated
Signature: Signature:
Print Name: Print Name: E
Title: Title:
Date: Date:
Packet Pg. 1472