Loading...
Item C26 C.26 i�` 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) Packet Pg. 1418 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 Packet Pg. 1419 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 Packet Pg. 1420 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 m 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 0 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 m 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 e( 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 z 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. Packet Pg. 1421 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 0 Signature: Signature: c Print Name: Print Name: m Title: Title: Date: Date: W ON OE COUNTY ATTORNEY � PPROVE D AS TO FOR JAME AR � ,ASSISTANT CO NTY ATTORNEYN James D.Molenaar,Esq. ®I N U U Packet Pg. 1422 EXHIBIT 1 Additional Software c [APPROVED SUBSCRIPTION SOFTWARE PRICING EXHIBITS FOLLOWS THIS PAGE] 0 0 i cv ®i cv i i i u Packet Pg. 1423 innovative0*0 lit 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 C 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 Q Q 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. r 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 CJ I tV r tJ ®I tV I I J I Packet Pg. 1424 ���couerac ° rr Kevin Madok, cPA � o R......��/ Clerk of the Circuit Court& Comptroller— Monroe County, Florida ok co 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. 0 0 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 co CD cv LO co CD cc: Finance y File 0 c� 0 CL 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 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 0 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 m Now, THEREFORE, for good and valuable consideration and intending to be legally bound hereby, the parties hereby agree as follows. e( co T_ CD 1. Software License. Client agrees to license from Innovative the software described in Exhibit N LO 1 for the price and per the terms specified in Exhibit 1 attached hereto. co CD 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 � 0 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. 0 CL 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. Packet Pg. 1426 C.26.b IN kk I F ESS WII►;IIL , the P trtic hel-eto hav c calUsed Their dUl\ authori/ed repr sentatk es to 0) enter into this Amendnm.nt as ol'the dates Specified hclt>vt. I 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 �- t i Si�natnre. Si��nature: � Print game: Print Name David Rice — - - - iit; : Ma or - — c Date: �, ''� Date: ATTEST , KE\lN MADOKg CLERK { BY: f 00 r. W Deput�CIerk N LO Date; T ._.... rubCD co N C ..` McaNRCE COUNTY Arl aRNEv'S OFFICE c, " APEBOVC�:C AS TO FOR tx PATRICIA EARt_ES 1 ASSISTANT NT(OL AT"QPNEY tJ CL r U Packet Pg. 1427 C.26.b EXHIBIT 1 Additional Software [APPROVED SUBSCRIPTION SOFTWARE, PRICING EXHIBITS FOLLOWS THIS PAGE] 0 0 0 co - CD cv LO CD co cu 0 cn cu 0 c� 0 CL Packet Pg. 1428 C.26.b Itt i n n o v--a ti ve 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 r Content Carousel License-Term 1 Content Carousel Subscription 375.00 375.00 0 0 ty Total Fees US$375.00 ty 03 r CD tV LO 03 CD ty 0 N 0 tJ ff7 0 CL ty r ty Packet Pg. 1429 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 N LO The Scope of the project includes the following set of professional services: co CD • Content Carousel Implementation Innovative will install Content Carousel software. y CD 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. c� 0 CL U Packet Pg. 1430 C.26.b 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. m x Bent Implementation Team 0 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 CD c'v 00 CD Implementation u i re None 0 CD IN WITNESS WHEREOF each party has caused this SOW to be executed by its duly authorized U representatives. 0 CJ AGREED: Incorporated W Monroe County Public Library Innovative Interfaces*i;d= tex# Board of County Commissioners of Monroe ou t � CL o B _ ._ By: _.. Name: _ David Rice" _ Name: Title: May - ... . ---- __ Title: te: -" Date: _.._August 23, 2018 : - _ ATTE ,.I'n KEVZ.N MADDK, CLERK r • A MONROE COLD+NTY ATTORNEY'S OFF[CE a 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. �, Packet Pg. 1431 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 r tV LO r 0 N 0 tJ fa7 0 CL r Packet Pg. 1432 C.26.c 0 01 ARIS R ,> c Integra-LedLibrary SysE 0 CONTRACT FOR HOSTED SERVICES JAN UARY 21 st, 2010 N Monroe CountyPublic Librar Y.9 Key West., Florida 0 L) 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 Packet Pg. 1433 P c.2s. 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"). 0 WITNESSETH: 0 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 m 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. m 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 0 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. c� 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: 0 Schedule B: Hosted Services Schedule C: Polaris ILS Software Schedule D: Cost Summary 1/21/10 Monroe County Public Library Hosted Services Contr Packet Pg. 1434 P c.2s. IARIS 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 party Y 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. c� 5. Return or Destruction of Licensed Software 0 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 Packet Pg. 1435 P c.26. 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. c� 7. Licenses 0 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. 1/21/10 Monroe County Public Library Hosted Services Contr Packet Pg. 1436 P c.2s. IARIS 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. cv 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. 0 8.5. The LIBRARY will accept responsibility for the data concerning the LIBRARY's system profile and system c� 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 1/21/10 Monroe County Public Library Hosted Services Contr Packet Pg. 1437 POIARIS 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. 0 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. c� 13. Support Services 0 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 1/21/10 Monroe County Public Library Hosted Services Contr Packet Pg. 1438 P c.2s. IARIS 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 0 14.4.The foregoing states the entire obligation of Polaris with respect to infringement of patents or copyrights. 0 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. 1/21/10 Monroe County Public Library Hosted Services Contr Packet Pg. 1439 POIARIS 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, 0 0 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 1/21/10 Monroe County Public Library Hosted Services Contract Packet Pg. 1440 P c.2s. IARIS 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. 0 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. 0 0 c� 0 CL 1/21/10 Monroe County Public Library Hosted Services Contract Packet Pg. 1441 POLARISc.zs. 0 0 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 ,r .. ` ohr®� Vu.d► st E 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: � ° c A i j ,4 — .f..� 0 CL 1/21/10 Monroe County Public Library Hosted Services Contract Page 10 of 1� Packet Pg. 1442 POIARIS 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 0 0 c� 0 CL 1/21/10 Monroe County Public Library Hosted Services Contr Packet Pg. 1443 P c.2s. IARIS 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, 1/21/10 Monroe County Public Library Hosted Services Contr Packet Pg. 1444 P c.2s. IARIS 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 0 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 0 Debt Collection Interface $1,200 + maintenance CL Additional Manuals (one-time cost per set) $250 1/21/10 Monroe County Public Library Hosted Services Contr Packet Pg. 1445 POIARIS 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 0 0 1/21/10 Monroe County Public Library Hosted Services Contract Packet Pg. 1446 POIARIS 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 c 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 cv 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. 1/21/10 Monroe County Public Library Hosted Services Contract Packet Pg. 1447 POIARIS 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 0 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. 0 CL 1/21/10 ices Contract Packet Pg. 1448 POIARIS 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 c 0 CL 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 c 0 CL 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 CL 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. --- cv 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 o PEOR AS UNTY NEY ice( ZdZJ Date N _ f r1 CL C- �� co J� 03 C -rl C7. o N Packet Pg. 1454 0 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] 0 0 cv Co 0 0 CL cv Packet Pg. 1455 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 0 U An 0 CL N Packet Pg. 1456 C.26.d 0 Exhibit 2 Purchase Order (Client Purchase Order Follows) 0 0 cv co . y 0 U 0 c� 0 CL cv U 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 O 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 cv CD 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 Ln CDLQ CIZ 4 _. ._. NRQE ATTDANEY 14- N �Aa1rE FOHIrA P �. AS5 ATTORNE1f T) °� Data 5l21120 CL r9 Packet Pg. 1461 C.26.e EXHIBIT I m Additional Software [APPROVED SUBSCRIP"I'ION SOFTWARE PRICING EXI1113ITS FOLLOWS THIS PAGE] 0 0 m m cv cv LO 0 0 0 0 0 Ln CL c m m r9 m Packet Pg. 1462 C.26.e inno va}-ivePricing Exhibit Ut L 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. 0 Total Fees US$4,275.00 0 U T).0 0 CL r7 Packet Pg. 1463 C.2ti.e 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 f CJ 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. r9 Packet Pg. 1464 C.26.e m 0 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. < CD E. Client implementation Team CD 1. Technical Lead: Will be responsible for assisting with client responsibilities related to LO 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 U 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 L FORM BY, CLERIC as p. STATEMENT OF yn10RK�1-wab' Ir+W-ws.inc ASSI P tm ATTORNEY < Data 5IZ1120 - Packet Pg. 1465 C.26.e innovative Pacing Exhibit Ut Rate 1014=19 E quo"■ F-STINC10769 0) 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 O O Bilk Ta Ship To O Monroe County Public Library Monroe County Public Library m 700 FlemingStreet 700 f:lemWest Street Key West 040 United States ited States m Currency CD US Dollar CD 10 r�yn. ,f... •I! 1. ,,...waa=:. y-` •:•max°,-, ?:' a 3,600,00 3,420,00 SkyRiver Services 1 SkyRiver implementation Implementation O Total Fees US$3,420.00 O O CJ O O CJ Ln 0 CL O O r� O Packet Pg. 1466 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 cv 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 �t 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 E cv By: By: As Deputy Clerk Mayor INNOVATIVE INTERFACES, INCORPORATED By: m Print Name: Cr C Title: 0 0 MONI10E CDuNTy A TORNEY'S OFFICE EDP T fORM PATRICIA UIS j$T TigI N YCL OATS: _ - 2 Packet Pg. 1468 EXHIBIT 1 C.26.f 0,00 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 C.26.f 0,00 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 C.26.f 0,00 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 C.26.f 0,00 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