Item C08 C8
BOARD OF COUNTY COMMISSIONERS
COUNTY of MONROE i Mayor Holly Merrill Raschein,District 5
The Florida Keys Mayor Pro Tern James K.Scholl,District 3
Craig Cates,District 1
Michelle Lincoln,District 2
David Rice,District 4
Board of County Commissioners Meeting
August 21, 2024
Agenda Item Number: C8
2023-2746
BULK ITEM: Yes DEPARTMENT: Library System
TIME APPROXIMATE: STAFF CONTACT: Anne L. Rice
N/A
AGENDA ITEM WORDING:
Approval of Sixth Amendment to Agreement with Clarivate Analytics (Compumark), Inc. to bundle the
current library services along with new enhancements to its customer interface and communications
systems. Funding is a combination of budgeted funds and State Aid and Smatlak Trust funds.
ITEM BACKGROUND:
Monroe County Public Library System contracts with Clarivate Analytics (Compumark) Inc.,
previously known as Innovative Interfaces, Inc. and Polaris Integrated Library Systems, for our
integrated library system(ILS)with the initial Agreement having been entered into in March 2010. This
Sixth Amendment as noted in the order form bundles the Library's current services with new
enhancements to customer interfaces and communications, including website design and hosting with a
mobile app.
The initial term is for twelve (12) months with an automatic renewal until either party terminates
pursuant to the terms of the Agreement. There is a one-time implementation fee of $30,000. The
ongoing subscription, which includes the new enhancements, will increase from $68i,772.13 to
$87,639.69. Funding will be from a combination of State Aid and Smatlak Trust funds. Staff seeks
approval of this Sixth Amendment.
PREVIOUS RELEVANT BOCC ACTION:
01/08/2023 - BOCC approved amendment for purchase of enhancements to customer interfaces and
communications. The total cost for implementation and training was $40,449.05 paid from Library's
State Aid Grant and Libraries Admin Support fund.
12/9/2021 - BOCC approved an amendment to contract with Innovative Interfaces, Inc. to purchase 14
additional SIP2 licenses for new equipment added to the Library system through the DLIS ARPA grant
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to access the ILS. The total cost for licenses is $1435.00, paid out of the Library's State Aid Grant fund.
(BOCC Agenda Item 10009)
12/9/2020 - BOCC approved an amendment to contract with Innovative Interfaces, Inc. 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 at a one-
time cost of$60,799.94, funded from Library Impact Fees (BOCC Agenda Item 7394)
4/15/2020 - BOCC approved an amendment to contract with Innovative Interfaces 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)
4/15/2020 - BOCC approved an amendment to contract with Innovative Interfaces 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)
9/18/2019 - BOCC approved an amendment to a contract with Innovative Interfaces to purchase two
additional licenses to access the Polaris Staff Client Software, at a total cost of $2,832.00. (BOCC
Agenda Item 6026)
8/15/2018 - BOCC approved an amendment to original contract of March 1, 2010, between Polaris
Integrated Library System (acquired by Innovative Interfaces Incorporation in 2014) and the Monroe
County Public Library, to license additional software. (BOCC Agenda Item 4600)
1/2010 - BOCC approved the original contract with Polaris for the ILS.
INSURANCE REQUIRED:
No
CONTRACT/AGREEMENT CHANGES:
Sixth Amendment for the design, implementation, and annual subscription of website and mobile app
services. Upgrade of online public access catalog (Vega Discover) from Basic to Premium service.
STAFF RECOMMENDATION: Approval
DOCUMENTATION:
SIXTH AMENDMENT TO AGREEMENT - Clarivate 8-21-24 (Final legal stamped with exhibit).pdf
MONR_Order Form_INC 17434_INC 17435_072524.pdf
FINANCIAL IMPACT:
Effective Date: 08/21/2024
Expiration Date: Ongoing until terminated pursuant to terms of Agreement
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Total Dollar Value of Contract: $87,639.69 annually
Total Cost to County: $87,639.69 annually plus $30,000.00 for one-time implementation fee
Current Year Portion:
Budgeted: Yes -partially(See note below for source of funds on unbudgeted amount.)
Source of Funds: Budgeted and State Aid and Smatlak Trust Funds
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: N/A
County Match: N/A
Insurance Required: N/A
Additional Details: New services incur $30,000 one-time implementation fee. Ongoing subscription to
increase from budgeted $68,772.13 to $87,639.69. These unbudgeted amounts will be paid from a
combination of State Aid and Smatlak Trust funds.
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SIXTH AMENDMENT TO AGREEMENT
This SIXTH AMENDMENT is made and entered into this 21' day of August, 2024, (the
"Effective Date"),by and between CLARIVATE ANALYTICS (COMPUMARK)INC., formerly
known as Innovative Interfaces, Inc. ("Innovative") and Polaris Library Systems, whose principal
address is 789 E. Eisenhower Parkway, Ann Arbor, MI 48108 (hereinafter referred to as
"Clarivate"), and the MONROE COUNTY BOARD OF COUNTY COMMISSIONERS, whose
address is 1100 Simonton Street, Key West, FL 33040, on behalf of the MONROE COUNTY
PUBLIC 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 (hereinafter referred to as "Polaris"), are parties to the Polaris Integrated Library Systems
Contract for Hosted Services effective 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
WHEREAS, on December 1, 2021, Clarivate acquired Innovative Interfaces, Inc., and as
a result of such acquisition all rights, duties, and obligations under the Agreement were transferred
from Innovative to Clarivate; and
WHEREAS, Client desires to bundle all of its services and purchase additional
enhancements to customer interfaces and hardware license and other third parry Software from
Clarivate and, in connection with such license, the Parties desire to amend the Agreement as set
forth in this Sixth 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 Clarivate the hardware and third-
parry software described in Exhibit 1 for the price and per the terms specified in Exhibit 1,attached
hereto and made a part hereof.
2. Additional License. Subject to the terms of the Agreement, Clarivate hereby
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 Sixth Amendment or as otherwise specified in the Agreement.
3. License Term and Renewal Terms. Subject to the early termination provisions
as set forth in the Agreement, the Subscription of the software identified within Exhibit 1 will be
effective for an initial term of twelve (12)month following this Amendment's Effective Date (the
"Initial Term"). The term will automatically renew for consecutive twelve-month terms following
1
331
the expiration of the Initial Term unless either parry provides notice to terminate as per the terms
set forth in Exhibit 1 prior to the end of the then current term. Monroe County's performance and
obligations to pay under this contract is contingent upon an annual appropriation by the Board of
County Commissioners.
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
Client's existing software subscription term being October 1 through September 30.
Except as otherwise amended hereby, the other provisions of the Agreement, as amended,
will remain in full force and effect as of the date hereof. In the event of a conflict between the
provisions of this Sixth Amendment and the Agreement, as amended, the terms of this Sixth
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.
(SEAL) MONROE COUNTY BOARD OF
Attest: KEVIN MADOK, Clerk COUNTY COMMISSIONERS, on behalf of the
MONROE COUNTY PUBLIC LIBRARY
By: By:
As Deputy Clerk Mayor
Date:
CLARIVATE ANALYTICS (COMPUMARK), INC.
By:
Print Name:
Title:
M,Ot4AOE COUNTY ATTORNEY'S OFFICE
PATRICIA EABLES
ASSIST Uk ATTORNEY
DATE: � /5I�024
2
332
EXHIBIT I
Additional Software
[APPROVED SUBSCRIPTION SOFTWARE PRICING EXHIBITS FOLLOW THIS PAGE)
3
333
Clarivate"
ORDER 11FORM
Order Form Date:July 25,2024 Innovative Interfaces Incorporated ("Clarivate")
789 E. Eisenhower Parkway
Ann Arbor, MI 48108
United States
Your use of the products and services set forth below are governed by the Clarivate Terms here: https://clarivate.com/terms-of-business (the"Terms")
which are incorporated by reference into this order form.
CLIENT DETAILS
Contracting Entity Monroe County Public Library
(0°Client"):
Client Address: 700 Fleming Street
Key West,Florida 33040
PRODUCTS/SERVICES DETAILS
Product(s)/Service(s)
s described in the attached Pricing Exhibit(s)EST-INC17434&EST-INC17435 and/or Statement(s)of Work
ADDITIONAL TERMS
GOVERNING LAW&JURISDICTION: Florida
RENEWAL TERM: Auto renews for consecutive 12-month terms following the expiration of the overall contract term in the pricing exhibit("Initial Term")
unless either party provides at least ninety(90)days'notice of nonrenewal before the end of the then current term.
FEES: Payment terms are Net 30.We may increase the fees each calendar year by up to 5%. Fees will be co-termed to align your billing to the same
Term.
LICENSE LEVEL:Your Authorized Users include your worldwide employees,third-party auditors,agents and contractors up to the maximum number of
licenses purchased. Unless you have purchased a perpetual license, rights continue until the end of the term of the service.
PRODUCT SPECIFIC TERMS: Certain Products you are purchasing have additional terms which are attached as addenda to this Order Form. In the
event of a conflict with the Terms,these Additional Terms will control solely for the applicable Product.
SIGNATURE
This Order Form is effective when signed and returned to us within ninety(90)days from the Order Form Date. We may, in our sole discretion,accept
this Order Form if returned to us after such date. Modifications require our prior approval and void any previous signatures.
Signed on behalf of Clarivate Signed on behalf of Client
Signature: (,t Signature:
Print Name: Jeff Anusblglan Print Name:
Title: VP, Sales Operations Title:
Date: July 25, 2024 Date:
M,0t4A0E COUNTY ATTORNEY'S OFFICE
I E )kS TO ..�. . ,
P,ATFUMA EABLIFS
Page 1 of 20 ASSISTANT �7' TTO tEY
DATE
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In addition to the Terms,your use of the below listed products are subject to these additional terms and conditions:
Polaris,Sierra,Millennium,Virtua,or INN-Reach or Subscription and Perpetual Licenses
1.License.Client and where applicable, its Authorized Users(defined below) may use the Software(including any client
configurations) (i)only for the management of the library and for servicing its patrons(including permitting Authorized Users to
search library catalogues),and not on an outsourced basis,as a service bureau,for resale,or similarly on behalf of or for the direct
or indirect benefit of third parties,and (ii)only in accordance with the other terms of this Agreement.The license does not include
hosting services,which must be purchased separately.
2. Copies. Non-production use includes training,development,testing,quality assurance,staging or preproduction provided that the
copies of the Software are not used in a production environment or as a backup to production The license includes the right to use a
single production instance and uptotwo(2)additional copies for non-production use atno additional charge. Non-production use
includes training,development,testing,quality assurance,staging or preproduction provided that the copies of the Software are not
used in a production environment or as a backup to production.
]. New Releases.The license granted to you pursuant to this Agreement will include,at no additional cost,a license to use all new
scheduled major releases, service pack releases,and hot fixes of the software offered generally by Clarivate to its clients during the
term of this Agreement(collectively, "New Releases"). "New Releases"do not include new or additional modules,applications or
other software now or hereafter offered by Clarivate,each of which require a separate license and payment of additional license
fees.Additional fees may be required for implementation of New Releases.
4.Authorized Users. For clarity,your patrons do not fall within the number of Authorized Users on your Order Form.
5.Aggregated Data. |n addition to the rights set forth in the Terms,we may use your Content and otherwise collect information
re|atedtoyouruseofourproducttocreateanduseaggregate, non-identifyingandanonymizeddata ("Co||ectedData''). C|ient
acknowledges and agrees that it will have no rights in any products or services created or sold by Clarivate or its affiliates that use
Collected Data.
6. Early termination.Client may terminate this Agreement at anytime during the Initial Term effective as of the date of the next
annual anniversary of the term if Client's budget(funding) is eliminated and Client provides written evidence of the elimination of
Client's budget(funding),such evidence to be in the form and substance reasonably requested by Clarivate.
7. Modules.Your purchase and use of additional modules,tools or other applications from us with the Software are subject to the
same terms as the Software.
Vega,Innovative Mobile,Innovative Phone Alerts or Software-as-a-Service
1. License.We will provide you with subscription access via avvebsitetoour Integrated Library System solution known as"Vega"
Client and,where applicable, its Authorized Users may access and use Vega (including any client configurations) (i)only for the
management of the library and for servicing its patrons(including permitting Authorized Users to search library catalogues),and not
on an outsourced basis,as a service bureau,for resale,or similarly on behalf of or for the direct or indirect benefit of third parties,
and (ii)only in accordance with the other terms of this Agreement.
2. New Releases.The license granted to you pursuant to this Agreement will include,at no additional cost,a license to use all new
scheduled major releases,service pack releases,and hot fixes of the software offered generally by Clarivate to its clients during the
term of this Agreement(collectively, "New Releases"). "New Releases"do not include new or additional modules,applications or
other software now or hereafter offered by Clarivate,each of which require a separate license and payment of additional license
fees.Additional fees may be required for implementation of New Releases.
].Aggregated Data. |n addition to the rights set forth in the Terms,we may use your Content and otherwise collect information
re|atedtoyouruseofourproducttocreateanduseaggregate, non-identifyingandanonymizeddata ("Co||ectedData''). C|ient
acknowledges and agrees that it will have no rights in any products or services created or sold by Clarivate or its affiliates that use
Collected Data.
4.Authorized Users. Patrons fall within the number of Authorized Users on your Order Form.
5. Early termination.Client may terminate this Agreement at any time during the Initial Term effective as of the date of the next
annual anniversary of the term if Client's budget(funding) is eliminated and Client provides written evidence of the elimination of
Client's budget(funding),such evidence to be in the form and substance reasonably requested by Clarivate.
Page 2of2O
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Thisdocumentoudinesour3ofuwaresuppoo, main/enanceandsemiceavai|abi|i/yforthefoUmwingpmduc/s(^CoveredPmducts^):
Polaris,Siarra,Mi||enn|Um'NrtUa'or|NN-ReachorSubacrptionandParpetua| Ucanses
Support
Requesting support. Support includes issue analysis,support case management, prioritization of issues,tracking and investigation of
issues and explanation of error messages.You must provide us with the information we need to resolve your problem.This includes
relevant contact information,details about the problem,error messages, user IDs,and any other necessary information. If you have
problems using our software,your designated administrators can contact us during normal hours.Your administrator will be provided an
internal portal to report issues and review their status.
SupportAccess If you host your own Software,you must provide us direct network internet access to the Software, including any
firewalls.We require such access to correct Software bugs and carry out modifications of the Software for the purpose of maintaining the
Software.
New Releases. Unless you have purchased our Hosting Services,additional fees at Clarivate's then-prevailing professional service rates
will apply for implementation of New Releases.
Response. We will use commercially reasonable efforts to meet the service level objectives stated below.Target response times to
confirm receipt and begin troubleshoot and diagnosis of the problem are below. Resolution times cannot be guaranteed,although we
undertake every effort to resolve your issues as soon aspossible.
Priority Response Criteria
Severity 1 Business hour A major component of the software is in a non-responsive state and
severely affects library productivity oroperations.A high impact problem
that affects the entire library system.Widespread system availability,
production system is down
Severity 4 Business hours Any component failure or loss of functionality not covered in Severity 1
that is hindering operations, such as, but not limited to:excessively slow
response time,functionality degradation; error messages; backup
problems; or issues affecting the use of the module or the data
Severity 2 Business Days An issue(other than a Severity 1 or 2)which (a) has no direct and
material impact on business processes' (b) has an impact only on a
segment of users, or(d does not yet disrupt time-critical business
processes.
Severity as promptly asis Non-performance related incidents, including:general questions,
reasonably practical requests for information, documentation questions, enhancement
requests.These will be logged but no immediate action will betaken. We
will generally monitor the situation but will not be obliged to provide any
solution.
Escalation Path. If you do not receive a response within the timeframe designated above, please reach out to your Account Manager.
Hosting Services
The following terms apply to the extent you have purchased hosting services from C|arivate for one or more of the Covered
Products.
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336
Clarivate"
Service availability
We endeavor to ensure 99.9% availability of our software and make commercially reasonable efforts to schedule maintenance and
system upgrades during the weekends or outside regular business hours(i.e.after regular end of business Pacific Time and before start
of business Eastern Time)with reasonable notice.Availability is calculated by dividing the number of minutes the software was available
during the Measured Period by the total sum of the minutes in the Measured Period less any Excluded Downtime.
For the purposes of this calculation, (i) the Measured Period is a calendar year and (ii) the Excluded Downtime includes scheduled
downtime for system maintenance and release updates,as well as any service unavailability attributable to your breach, any actions or
omissions by you or your users, causes beyond our control,or separate instances of unavailability of less than 5 (five) minutes duration
each, provided such instances are not of a persistent nature.
If availability falls below 99.9% in a month for three consecutive months, you will be entitled to a credit equal to the prorated amount
of the fees for hosting services for anytime during such three-month period in which the software was unavailable(other than Excluded
Downtime). This credit will be your exclusive remedy for such unavailability.
SecUrity Controls
We take reasonable and appropriate administrative,technical and physical measures to protect the confidentiality, integrity and
availability of your data; however, security and compliance is a shared responsibility between you and Clarivate. Our responsibilities
are described below.You should take into consideration any special configurations or third-party applications and your responsibilities
depending on any applicable laws and regulations.
The table below sets forth the features of our standard cloud-based hosting option. Premium support may be available for an
additional cost.
Feature Standard
24x7 network monitoring ✓
Dedicated production environment ✓
99.9% guaranteed infrastructure uptime ✓
Dedicated public IP address and custom URL ✓
Operating system installation and management ✓
Library software installation and upgrades ✓
Data backups Daily
Archive data backup retention 30 days
Network Systems Audit Logging.All firewall logon activity and password changes are logged, monitored, controlled and audited.All
intrusion detection and firewall log monitoring is done through services provided by Innovative and those pertinent log files and
configuration files are retained for ninety(90)days and can be made available upon request for audit and problem resolution, as may
be required.
Network Monitoring.All network systems and servers are monitored 24/7/365. We will monitor its systems for security breaches,
violations and suspicious (questionable)activity.This includes suspicious external activity(including,without limitation, unauthorized
probes, scans or break-in attempts)and suspicious internal activity(including,without limitation, unauthorized system administrator
access, unauthorized changes to its system or network,system or network misuse or program information theft or mishandling).
Innovative will notify Client as soon as reasonably possible of any known security breaches or suspicious activities involving Client's
production data or environment, including,without limitation, unauthorized access and service attacks,e.g., denial of service attacks.
Audit and Security Testing. Hosting Providers perform regular security audits and testing.You may not perform own audits of hosting
providers.
Information Security Auditing/Compliance. Our hosting providers undergo SOC 1/SOC 2 Type 2/ISO 27001 audits each year by
independent third-party audit firms. We offer hosting options in datacenters located in the United States, Canada, United Kingdom,
Ireland,Australia and the Asia-Pacific region, however,Clarivate reserves the right to increase, decrease and/or relocate its
datacenters at anytime.
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Disclaimer
Support services do not include visits to your site,any services for third party equipment or software, problems stemming from achange
you made to the software,orconsulting semicesre|medtoc|ientspeciOcconOgumdonsorimp|emenmdon (suchasintemctionsbeuween
the software and your hardware, installations at your site,assistance with acceptance testing,client specific templates or reports,etc).
We have no obligation to correct any error resulting from a failure by you to implement a third-party software modification or update
recommended byus and provided to you mnocharge.
We are not responsible for downtime or any other failure to meet the availability requirement ifthe root cause of the disruption is
your breach of the agreement; (ii)your failure to use minimum recommended browser standards for access to and use of the software;
or(iii) outside of our control including, but not limited to,failures of hardware or software of upstream service providers or at your
location or improper use of the software.Any additional services which you may request and we may agree to perform will be billed on a
time and materials basis subject to our current applicable rates.
Changes tO Support Policy
This policy may be updated byus from time to time, in our sole discretion.
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This docu me nt out I in es our Software support, maintenance and service availabi I ity for Vega, Innovative Mobile,Innovative Phone
Alerts orSoftwaea*a-Senvice.
SUDDO[t
Reduest|nQsupport. Support includes issue analysis,support case management, prioritization of issues,tracking and investigation of
issues and explanation of error messages.You must provide us with the information we need to resolve your problem.This includes
relevant contact information,details about the problem,error messages, user IDs,and any other necessary information. If you have
problems using our software,your designated administrators can contact us during normal hours.Your administrator will be provided an
internal portal to report issues and review their status.
Response. We will use commercially reasonable efforts to meet the service level objectives stated below.Target response times to
confirm receipt and begin troubleshoot and diagnosis of the problem are below. Resolution times cannot be guaranteed,although we
undertake every effort to resolve your issues as soon aspossible.
Priority Response Criteria
Severity 1 Business hour A major component of the software is in a non-responsive state and
severely affects library productivity oroperations.A high impact problem
that affects the entire library system. Widespread system availability,
production system is down
Severity 4 Business hours Any component failure or loss of functionality not covered in Severity 1
that is hindering operations, such as, but not limited to:excessively slow
response time,functionality degradation; error messages; backup
problems; or issues affecting the use of the module or the data
Severity 2 Business Days An issue(other than a Severity 1 or 2)which (a) has no direct and
material impact on business processes' (b) has an impact only on a
segment of users, or(d does not yet disrupt time-critical business
processes.
Severity as promptly asis Non-performance related incidents, including:general questions,
reasonably practical requests for information, documentation questions, enhancement
requests.These will be logged but no immediate action will betaken. We
will generally monitor the situation but will not be obliged to provide any
solution.
Escalation Path. If you do not receive a response within the timeframe designated above, please reach out to your Account Manager.
Hosting Services
Service availability
We endeavor to ensure 99.596 availability of our software and make commercially reasonable efforts to schedule maintenance and
system upgrades during the weekends or outside regular business hours(i.e.after regular end of business PacificTime and before start
of business EasternTime)with reasonable notice.Availability is calculated bydividingthe numberof minutes the softwarewas available
during the Measured Period by the total sum of the minutes in the Measured Period less any Excluded Downtime.
For the purposes of this calculation, (i) the Measured Period is a calendar year and (ii) the Excluded Downtime includes scheduled
downtime for system maintenance and release updates'as well as any service unavailability attributable toyour breach' any actions or
omissions by you or your users, causes beyond our control,or separate instances of unavailability of less than 5 (five) minutes duration
each, provided such instances are not ofa persistent nature.
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1',,,,,,v Clarivate"
If availability falls below 99.5% in a month for three consecutive months,you will be entitled to a credit equal to the prorated amount
of the fees for hosting services for any time during such three-month period in which the software was unavailable(other than Excluded
Downtime). This credit will be your exclusive remedy for such unavailability.
SecUrity Controls
We take reasonable and appropriate administrative,technical and physical measures to protect the confidentiality, integrity and
availability of your data; however, security and compliance is a shared responsibility between you and Clarivate. Our responsibilities,
including those managed by Clarivate hosting partners,are described below.You should take into consideration any special
configurations or third-party applications and your responsibilities depending on any applicable laws and regulations.
The table below sets forth the features of our standard cloud-based hosting option. Premium support may be available for an
additional cost.
Feature Standard
24x7 network monitoring ✓
Dedicated production environment ✓
99.5% guaranteed infrastructure uptime ✓
Dedicated public IP address and custom URL ✓
Operating system installation and management ✓
Library software installation and upgrades ✓
Data backups Dail
.Archive data backup retention 30 days
Network Systems Audit Logging.All network logon activity and password changes are logged, monitored, controlled and audited.All
intrusion detection and firewall log monitoring is done through services provided by the Hosting Provider.The pertinent log files and
configuration files related to customer's hosted solution are retained for seven days and can be made available upon request for audit
and problem resolution,as may be required.
Encryption. Encryption for data-in-transit is provided as a part of the Standard Plan.
Network Monitoring.All network systems and servers are monitored 24/7/365. We will monitor its systems for security breaches,
violations and suspicious activity.This includes suspicious external activity(including,without limitation, unauthorized probes, scans
or intrusion attempts)and suspicious internal activity(including,without limitation, unauthorized system administrator access,
unauthorized changes to its system or network, system or network misuse or program information theft or mishandling). Innovative
will notify Client as soon as reasonably possible of any known security breaches or suspicious activities involving Client's production
data or environment, including,without limitation, unauthorized access and service attacks,e.g.,denial of service attacks.
Physical Security.The physical infrastructure used to support the product (and other professional services purchased by you from
Clarivate, as applicable), including the servers,storage, switches, and firewalls,are provided by the hosting provider.The hosting
provider limits access to only authorized personnel,and badge and/or biometric scanning controls access. Security cameras placed in
the hosting facilities provide video surveillance.
Audit and Security Testing. Hosting providers perform regular security audits and testing.You may not perform own audits of hosting
providers.
Security Assessments. Client may perform vendor due diligence reviews of Innovative's security best practices. Innovative undergoes
annual audits by independent firms and will share its security certifications,and audit reports under Non-Disclosure, as requested by
Client.
Information Security Auditing/Compliance. Our hosting providers undergo SOC 1/SOC 2 Type 2/ISO 27001 audits each year by
independent third-party audit firms.We also hold the internationally-recognized ISO 27001:2013 standard for its information security
management system supporting the hosting solutions. We partner with hosting providers who are designed to satisfy requirements of
most security sensitive customers with constant monitoring, high automation, high availability,and highly accredited to global security
standards, including: PCI DSS Level 1, ISO 27001, FISMA Moderate, Fed RAMP, HIPAA, and SOC 1(formerly referred to as SAS 70 and/or
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SSAE 16)and SOC 2.We offer hosting options in datacenters located in the United States, Canada, United Kingdom, Ireland,Australia
and the Asia-Pacific region, however, Clarivate reserves the right to increase,decrease and/or relocate its datacenters at anytime.
Your responsibility. Client remains responsible for properly implementing access and use controls and configuring certain features and
functionalities of the software that Client may elect to use in the manner that Client deems adequate to maintain appropriate
security, protection, deletion, and backup of its data.
Disclaimer
Support services do not include visits to your site,any services for third party equipment or software, problems stemming from a change
you made to the software,or consulting services related to client specific configurations or implementation (such as interactions between
the software and your hardware, installations at your site,assistance with acceptance testing,client specific templates or reports,etc).
We have no obligation to correct any error resulting from a failure by you to implement a third-party software modification or update
recommended by us and provided to you at no charge.
We are not responsible for downtime or any other failure to meet the availability requirement if the root cause of the disruption is(i)
your breach of the agreement; (ii)your failure to use minimum recommended browser standards for access to and use of the software;
or(iii) outside of our control including, but not limited to,failures of hardware or software of upstream service providers or at your
location or improper use of the software.Any additional services which you may request and we may agree to perform will be billed on a
time and materials basis subject to our current applicable rates.
Changes to Support Policy
This policy may be updated by us from time to time, in our sole discretion.
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to i n tii a i ve Pricing Exhibit
Part f Cladvato, Page 1 of
Date 6/12/2024
Quote# EST-INC17434
Innovative Interfaces Incorporated
789 E.Eisenhower Parkway PaymentTerms Net 30
Ann Arbor MI 48108 Overall Contract Term(Months) 36
United States Contract Start Date
Contract End Date
Sales Rep Kristie Glascock
Site Code MONR1643
Expires 7/31/2024
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
USD
r
l
r �
l i 1 1 ;
r�/;;�;;�»»»»»»»»»»»»»»»»»��;;�/����;�;�;,,, ;�; ����i�����;i��1��1111111���11111111
Library �u�scnp�on � � The rary 1:_-x perience���lec u n�le
Experience w/Vega Promote Web includes the
Select w/Vega Polaris ILS,Unlimited Polaris Staff
Promote Web Licenses,Unlimited SIP2 Licenses for
Single for Polaris Polaris,Polaris ZMARC Auto Authority,
Hosting for Polaris,Vega Discover
Premium,Innovative Mobile with Self
Check Out and consortia templates
(limited number included),Vega
Promote(limited number of
environments included),a Polaris
Reporting Server,a Polaris
Test/Training Server and Vega
Promote Web(limited number of sites
included).
Polaris ILS:Polaris is an integrated
library system solution to manage
physical and electronic resources and
library patron accounts,combining
library operational workflows with
open architecture.Polaris includes
Cataloging,Circulation,Acquisitions,
Serials,ILL,Export Express,Simply
Reports,Self-Check,Patron-Facing
eCommerce,eContent Integration,
Outreach,Community Profiles,Classic
Collection Agency,Staff-Facing
eCommerce,Integration with 3rd Party
Vendors,&RESTful APIs),standard
Language Packs(English,Spanish,
French Canadian),Client Deployment
Tool,and RFID Integration.
Polaris Hosting:Hosting environment
for Polaris in production enables
libraries to eliminate the overhead of
maintaining an on premise server for
Polaris ILS When Polaris is hosted,
Innovative takes responsibility for
release upgrades,backups,and
system/environment maintenance&
security updates. Includes Terminal
services,PAC services,Reporting
services,Screwdriver services.
Unlimited Staff licenses for Polaris:
The Polaris Staff Client is licensed
software that allows the end user to
access all of the Polaris functionality
based on the permissions that are set
in System Administration.This
includes Circulation,Patron Services,
Cataloging,Acquisitions,Serials,
Utilities and System Admin.A
separate staff user license is required
for each concurrent connection made
from a staff client to the Polaris ILS
server,including from Polaris Web
Application(aka Leap).
Polaris ZMARC Auto Authority:
Subscription to Polaris ZMARC
includes regular update files of MARC
bibliographic records,including for
Audio-Visual materials.
P.age..9,of.2�1......... ..... 342
'Ill",10'110
"° n ova ve Pricing Exhibit
Part of Clan'vate Page 2 of 2
Date 6/12/2024
Quote# EST-INC17434
Innovative Interfaces Incorporated
789 E.Eisenhower Parkway
Ann Arbor MI 48108
United States
iir/n rr1/Imr! ,-unrr / l i/rrv//rJ o/r /v.Joi ./r/ /lii,rr rr r rr rr r r r rr r r./ rri r r rl r /r !, / r //rrr !rr cr rrJr l,ir r r r rr r / r
r 1 f
/f r � /d�r,ii2ilail/iJi///////����������� iaa//,vrlrr�irJJrirlrrlydirr irooJli;;;7i�i�iiia �� /aa/rrJirJia
Polaris Reporting Server:Additional
cloud hosting environment for Polaris
Reports only-to support dedicated
capacity for staff reporting purposes.
Polaris Test/Training Server:Additional
cloud hosting environment for Polaris
ILS Training or Test system-to
support dedicated capacity for training
or testing.
Unlimited SIP2 Licenses:Enables the
library to integrate an unlimited
number of devices with Polaris using
SIP2.SIP2 is required for any 3rd
party hardware connecting to Polaris
for the purpose of Polaris transactions
e.g.3rd Party self-checkout,sorters,
etc.
Vega Discover Premium:Discovery
offering for patrons to uncover content
and explore new titles and resources
with interconnected search,context
engine(linked data model),roll-ups,
showcases,collection sites for custom
scoping,advanced configurations and
customizations,themed catalogs,
Guides and adherence to accessibility
standards.Syndetics Unbound
subscription included.
Vega Promote:Provides marketing
automation for targeted email
engagement,promotions and
marketing campaigns
Vega Promote Web:Provides a fully
hosted web site design and
management solution.
Innovative Mobile with Self Check Out:
Mobile library application designed to
extend the walls of your library through
advanced capabilities such as
discovery,patron account
access,"Click and Collect"which
allows patrons to reserve items and
then be notified when it's time to pick
up and Self-Check out with RFID or
barcode for the Innovative mobile app.
Includes additional SIP2 licenses
required for the implementation.
Skyriver License-Term 1 Current SkyRiver Bibliographic Utility 5,359.6 5,359.60 5,359.60 t
Subscription
FirstYearTotal US$87,639.69
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'Ill",10'110
"° n ova ve Pricing Exhibit
Part f i ,t
Date 6/12/2024
Quote# EST-INC17435
Innovative Interfaces Incorporated
789 E.Eisenhower Parkway Payment Terms Net 30
Ann Arbor MI 48108 Sales Rep Kristie Glascock
United States Technical Contact CU5019 Monroe County Public Libr...
Site Code MONR1643
Expires 7/312024
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
USD
NK i i iirrlloollorrl 1 »a o�ciiri�iaoi a rrrrrrrr o iiiiaaii aio ii rr it✓io o�iioiilri iir rrfJ ri rir i i ri ii
I,
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Innovative Mobile Services 1 Innovative Mobile is a mobile library 5,000 5,000.00 5,000.00
App application designed to extend the walls
Implementation of your library through advanced
capabilities such as discovery,patron
account access,and"Click and Collect"
which allows patrons to reserve items and
then be notified when it's time to pick up.
Promote Web Services 1 One-time implementation ofwebsite 20,000 20,000.00 20,000.00
Implementation creation.
Upgrade to Vega Services 1 Upgrade from Vega Discover to Vega 5,000 5,000.00 5,000.00
Discover Premium Discover Premium
, r
Total Fees US$30,000.00
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Statement of Work
This Statement of Work (the "SOW')dated June 17, 2024, is entered into pursuant to the Order Form between Monroe
County Public Library ("Client") and Innovative Interfaces Incorporated ("Innovative") effective as of June 17, 2024 (the
"Agreement"). Innovative and Client may each be referred to as "Party" from time to time or collectively as "Parties".
A. Purpose of this Statement of Work
The SOW provides an overview of the scope of the project and fees to complete the engagement based on
Innovative's 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 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:
1. Vega Premium Upgrade
Implementation duration is expected to be 12 weeks from commencement of work. If the Client would
like to extend the Implementation timeline beyond the agreed upon duration, negotiation regarding the
extended schedule and related costs will be conducted.
a) Innovative will install upgrades from an existing Vega Discover software, to Vega Discover Premium software.
Specified work includes, where necessary:
1) Project management
2) Requirements consultation between Client and Innovative
3) Installation and configuration of the purchased software modules on a single production
environment.
4) Enablement and configuration of the purchased software modules on a single production
environment
5) Minimum scope of service to include:
• Association of the Vega guides functionality to the Client's Vega Discover environment
• Product Overview
• Access to recorded training sessions, and other online resources
• Consultation on Best Practices
• Publishing of 1st Guide
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-specified maintenance windows, as agreed upon
in advance between the Client and Innovative.
Any requested work, outside of the specifications listed above, will be quoted at an additional cost, and
written approval must be provided by the Client before work can proceed.
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C. Innovative Services Team
The Services Team will have the following resources available for this project:
1. Project Manager: Project Managers have years of project management experience and have implemented library
systems for many libraries.
2. System Engineer: System Engineers work with the Client on ILS setup and configuration as well as installations,
network connections, and infrastructure configuration.
3. Trainer/Consultant: Trainers work with the Client to ensure an understanding of the configuration and use of the
software
D. Client Implementation Team
1. Technical Lead: Will be responsible for assisting with Client responsibilities related to the installation and any other
system level duties required by Client.
E. Implementation Assumptions
1. Client's production ILS environment must be running the current General Availability("GA")version of the software,
or later.
2. Client will have adequate resources available to ensure timely completion of any library tasks outlined in the project
schedule.
3. Client will provide a technical point of contact who is able to provide,or coordinate access to, necessary information
and Client resources. This includes information related to server access, collecting and providing any prerequisite
information required to support installation and configuration of software, and other needs that may arise during the
project.
F. Fees and Payment Terms
Fees for Services delivered under this SOW will be charged on a fixed price basis as set forth in the attached Pricing
Exhibit herewith and are made in good faith based on the activities, approach, and assumptions contained within the
SOW. Payment terms for this SOW are as set forth in the Agreement.Any additional Change Requests will be performed
at a blended rate of$200 per hour for all resources. Additionally, Client is responsible for all reasonable out-of-pocket
costs and expenses incurred during this SOW.
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Glar;vateTM
Statement of Work
This Statement of Work (the "SOW') dated June 17, 2024, is entered into pursuant to the Order Form between
Monroe County Public Library("Client") and Innovative Interfaces Incorporated ("Innovative") effective as of June
17, 2024 (the "Agreement"). Innovative and Client may each be referred to as "Party" from time to time or
collectively as "Parties".
A. Purpose of this Statement of Work
The SOW provides an overview of the scope of the project and fees to complete the engagement based on
Innovative's prior experience with similar projects and preliminary discussions with the 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 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:
1. MILESTONE 1: DISCOVERY& CONCEPT
a) Consulting & Project Management
Consulting services includes overall project management,client communication such as email correspondence,
conference calls, goal analysis and meetings.
1) Deliverables: Bi-Weekly Meeting +weekly updates
2) Project management and oversite
3) Expectations: Client will appoint a point person and bring in various stakeholders depending on meeting
topic
b) Discovery
The audit allows Innovative to work with the Client's team to assess strategic goals, resources, and examine
the tools needed to streamline workflows.The audit sets the baseline and structure for the relationship. It allows
Innovative to have a clear picture of the Client's communication, data and technical needs and identify where
digital organizing meets membership engagement and expansion.
1) Discovery
The discovery process will include a review of the Client's current website, available analytics,
and audience types for the site.
2) Strategic Consulting
Innovative will provide 4 hours of strategic consulting for site restructure (over 4 sessions)
3) Sitemap
The Client will be asked to complete a working sitemap to be used throughout design and development.
Innovative will provide the Client with access to a digital site map or a spreadsheet template to use for
this purpose. Innovative will review the page hierarchy and the kinds of content as well as the functionality
of each page before starting design and development.
4) Wireframe
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Innovative will create a wireframe of the homepage, based on Client's template selection, to create a visual
blueprint with the Client's brand and color palette and to confirm the flow of content on the page, think
through user experience and serve as a foundation for the full site design.
END OF MILESTONE 1: Delivery of"Discovery" Documentation
2. MILESTONE 2: DESIGN & DEVELOPMENT
a) Site Setup&Themed Website Template
Innovative will provide a website template that includes headers and footers, re-usable page layouts (see list
below)to be used across the site, a wide variety of pre-designed page sections, content components, images
and navigation elements that can be placed on any page and match the template design. Client will choose
from a selection of templates which will be modified to reflect Client's brand, color palette selection, logo and
provided style configuration options.
Page Layouts provided:
• Homepage
• Event and Event Landing Page
• Showcase Page
• Locations Page
• Member Details Page and Sub Pages
• Single Feature Page
• General Content Page
• About Page with Staff Profile Sub-Page
• News/Blog Page
• How To/ FAQ Page
b) Build and populate content for home page
c) Create site navigation and all pages with selected layout, elements and components (without content)
d) Innovative Product Integration Content Components
Innovative will provide integrations between Innovative solutions and the website through configurable
components that can be placed on any page or header. Integrations include the following:
• Member login/authentication for Polaris and Vega Discover
• Patron Account Details, Checkouts, Holds, Fines, Events
• Vega Discover Search with passthrough to Vega Discover
• Vega Discover Showcases
• Vega Program
e) Asset Prep: Selection of images and artwork.
END OF MILESTONE 2: Delivery of"Design & Development"
3. MILESTONE 3: CONTENT POPULATION
a) Site Setup and Content Transfer
1) Innovative will setup all integration connections
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2) Innovative will populate or transfer content for up to 20 main pages and sections using the agreed upon
sitemap from the discovery process. Innovative will migrate content from the existing site or other approved
repository. Customer is responsible for all assets including content and imagery (except when selected
from the included image library),along with brand guidelines, logos,etc.This scope of work does not include
content development or copy writing.
3) Innovative will provide an additional 10 hours of content population for sub-pages.
END OF MILESTONE 3: Delivery of"Staging Link"
4. TESTING & SITE LAUNCH
Innovative will check the entire website to make sure it is operating as expected. Innovative will work during this
phase to make minor adjustments to the display and tie together functionality.
Prior to launch,the Client will be provided with a detailed checklist to review before approving site launch. Innovative
will work with the Client to connect the domain name to the new website and hosting.
a) Training & Handoff
3 hours of team training and handoff for website and content control. Includes documentation geared towards
specific staff roles.
END OF MILESTONE 4: Site Launch
C. Project Schedule and Milestones:
Innovative will include bi-weekly virtual check-ins between the Project Lead, Project Facilitator and technical
support as needed. Depending on the scheduled projects, Innovative may ask additional team members to
participate in check-ins. Between meetings, correspondence will primarily be performed via email, and phone
calls. Work will normally occur between the hours of 9 to 6 on weekdays; however Innovative team members
will be available for emergency support.
Additionally, Innovative will use the Project Management tool `Monday' to help keep track of milestones,
updates, tasks + subtasks. The Client will have front facing access to the shared project to keep track of the
workload, timelines, and progress, in addition to a shared space for assets, notes, and questions.
The table below outlines the work process phases, milestones, due dates, deliverables, and fees needed to
complete this project. This four-phase process begins at the concept phase where everything is planned,
then the design and development phase where look and feel (artwork) is produced and the content population
phase where the design is given life, and finally the testing phase where everything is thoroughly tested and
reviewed. This process is designed to ensure project efficiency and the Client's complete satisfaction.
"Please note: Innovative will require 24-48 hour feedback on designs and questions that impact design and
development. In instances where complex workflow approvals are required, delays in feedback and
communication may delay milestones. Based on experience from previous projects, delays in workflow
approvals will often set deliverables back from between 1-3 months over the course of the entire project. The
timeline below can be accelerated if agreed that quicker turnaround of assets and approvals is possible.
Work Process Phase Description Deliverable Timeline
Discovery Review of all current branding materials, Brand and Interview Weeks 1-
community credibility, planned Overview Notes 2
discussions with key team members, and
review of successful engagement
patterns.
Strategic Consulting & Development of document that details Action Plan, Feature Week 3
Sitemap results site restructure discussions and Overview, Sitemap
joint creation of site map.
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Wireframes Template selection and blueprint of Wireframe Weeks 4-
desktop, tablet, and mobile views of 5
website to outline structure, feature
placement and flow.
Page Layouts, Home Production of all page layouts, home Homepage Design, Page Weeks 6-
Page & Site page design and content population, and Layouts and 7
Navigation/ Structure site header/footer Header/Footer
Innovative Product Setup integration between Innovative Media Library Weeks 8-
Integration Products and Website components. 9
Components and Site Production of all pages on the site with
Pages navigation.
Content Population Import or population content for site. Staging Link Weeks
10-11
Testing In the testing phase, we check the entire n/a Weeks
website to make sure it is operating as 12-13
expected. Final QA testing, analytics
setup, server switch and domain transfer
Documentation + Team Training and Handoff for website ReadMe Documentation, Week 14
Training and content control. Includes Scheduled Trainings and
documentation geared towards specific Training Video Library
staff roles.
C. Innovative Services Team
The Services Team will have the following resources available for this project:
a. Account Manager—Consulting & Project Lead
b. Project Manager— Project Management
c. Designer—Design of Site Template, Page Layouts, Components and Elements
d. Developer— Integrations with Innovative solutions
D. Client Implementation Team
a. Project Lead — Primary project contact responsible for providing information, assets and approvals throughout
the project or ensuring others with these responsibilities are included.
b. Marketing /Brand Stakeholder— Providing branding guidelines, logos, imagery, or other approved assets and
ensuring site complies with library guidelines.
c. Systems Librarian—Assist with information, access to systems and API keys for Innovative solutions and
other integrations.
d. Content Stakeholders—Others who will be providing content for the website.
E. Implementation Assumptions
a. 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.
b. Client will have adequate resources available to ensure timely completion of any library tasks outlined in the
project schedule.
c. Client will provide a technical point of contact who is able to provide, or coordinate access to, necessary
information and library resources or other needs that may arise during the project.
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F. Fees and Payment Terms
Fees: For Services delivered under this SOW, Client will be charged on a fixed price of $20,000 U.S. Dollars (US
$20,000). Payment will be made according to the following table:
Milestone Payment
Project Start '/2 of Price
End of Milestone 4 '/2 of Price
Payment Terms: Payment terms for this SOW are as set forth in the Professional Services Agreement.
Any additional Change Requests or scope outside of what is covered in Section B will be performed at a
blended rate of$250 per hour for all resources. Additionally, Client is responsible for all reasonable out-of-
pocket costs and expenses incurred during this SOW. Pricing assumes that deliverables in this Statement
of Work are completed within six months or additional Services fees will apply.
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Statement of Work
This Statement of Work (the "SOW')dated June 17, 2024, is entered into pursuant to the Order Form between Monroe
County Public Library ("Client") and Innovative Interfaces Incorporated ("Innovative")effective as of June 17, 2024 (the
"Agreement"). Innovative and Client may each be referred to as "Party" from time to time or collectively as "Parties".
A. Purpose of this Statement of Work
The SOW provides an overview of the scope of the project and fees to complete the engagement based on Innovative's
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 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:
2. Innovative Mobile App Implementation
Innovative Services Team ("Services Team") will work with the Client to configure, install, and test a customized
Innovative Mobile application ("App")for the Client.
NOTE: Some services specified in this Statement of Work will be performed by third party vendor Solus ("Solus"),
including creation of customized App for Client, and publishing of App to specified online app stores.
Specified work includes:
a. Project management
b. Project kickoff between Services Team and Client
c. Creation and configuration of Client instance on Innovative Mobile Content Management System ("CMS")
for a single production environment
d. Custom App development
e. Publishing of App to Apple and/or Google app stores
f. Liaison with Solus
g. Post-implementation testing
h. Remediation of post-implementation issues found during testing
C. Services Team
The Services Team will have the following resources available for this project:
4. Project Manager: Responsible for coordination of schedule and App delivery with the Client, consultation on App
configuration requirements, and consultation on available App customization, and liaison with third party vendor
Solus as necessary.
5. System Engineer: Responsible for creation of Client configuration in the Innovative Mobile Content Management
System (CMS), and configuration of the ILS as required.
D. Client Implementation Team
2. Technical Lead: Will be responsible for assisting with Client responsibilities related to the installation and any other
system level duties required by Client, and coordinating/providing all Client responsibilities identified in
Implementation Assumptions.
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E. Implementation Assumptions
1. Client will have adequate resources available to ensure timely completion of any Client tasks outlined in the project
schedule.
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.
3. Client shall be responsible for:
a. Participating in project kickoff, and assisting in establishing project schedule
b. Providing images for App customization
c. Applying for Apple Developer account, and providing app publishing credentials to Innovative Services
team
d. Providing Services Team with required profile and configuration information, in an App configuration
questionnaire and App configuration spreadsheet to be provided by Services Team.
e. Testing App download from Apple and Google app stores, and testing App for proper appearance,
functionality, and configuration
4. Client must establish an Apple Developer Program account in order for Innovative to publish app to Apple store.
This account will be used by Innovative for publishing the Client's iOS app to the Apple store. This account must
be maintained throughout the duration of the Client's Innovative Mobile contract. If Client does not establish an
Apple Developer Program account, Innovative will no longer be responsible for publishing the app to the Apple
store.
5. Client Implementation will be determined to be live upon the earlier of acceptance or 2 weeks of the app in the
test flight environment.
F. Fees and Payment Terms
Fees for Services delivered under this SOW will be charged on a fixed price basis as set forth in the attached Pricing
Exhibit herewith and are made in good faith based on the activities, approach, and assumptions contained within the
SOW. Payment terms for this SOW are as set forth in the Agreement.Any additional Change Requests will be performed
at a blended rate of$200 per hour for all resources. Additionally, Client is responsible for all reasonable out-of-pocket
costs and expenses incurred during this SOW. Pricing assumes that deliverables in this Statement of Work are
completed within six months or additional Services fees will apply.
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Clarivate"
ORDER 11FORM
Order Form Date:July 25,2024 Innovative Interfaces Incorporated ("Clarivate")
789 E. Eisenhower Parkway
Ann Arbor, MI 48108
United States
Your use of the products and services set forth below are governed by the Clarivate Terms here: https://clarivate.com/terms-of-business (the"Terms")
which are incorporated by reference into this order form.
CLIENT DETAILS
Contracting Entity Monroe County Public Library
(0°Client"):
Client Address: 700 Fleming Street
Key West,Florida 33040
PRODUCTS/SERVICES DETAILS
Product(s)/Service(s)
s described in the attached Pricing Exhibit(s)EST-INC17434&EST-INC17435 and/or Statement(s)of Work
ADDITIONAL TERMS
GOVERNING LAW&JURISDICTION: Florida
RENEWAL TERM: Auto renews for consecutive 12-month terms following the expiration of the overall contract term in the pricing exhibit("Initial Term")
unless either party provides at least ninety(90)days'notice of nonrenewal before the end of the then current term.
FEES: Payment terms are Net 30.We may increase the fees each calendar year by up to 5%. Fees will be co-termed to align your billing to the same
Term.
LICENSE LEVEL:Your Authorized Users include your worldwide employees,third-party auditors,agents and contractors up to the maximum number of
licenses purchased. Unless you have purchased a perpetual license, rights continue until the end of the term of the service.
PRODUCT SPECIFIC TERMS: Certain Products you are purchasing have additional terms which are attached as addenda to this Order Form. In the
event of a conflict with the Terms,these Additional Terms will control solely for the applicable Product.
SIGNATURE
This Order Form is effective when signed and returned to us within ninety(90)days from the Order Form Date. We may, in our sole discretion,accept
this Order Form if returned to us after such date. Modifications require our prior approval and void any previous signatures.
Signed on behalf of Clarivate Signed on behalf of Client
Signature: (,t Signature:
Print Name: Jeff Anusblglan Print Name:
Title: VP, Sales Operations Title:
Date: July 25, 2024 Date:
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PRODUCT � � �����N��� ~���� ��� � ������� �� �
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In addition to the Terms,your use of the below listed products are subject to these additional terms and conditions:
Polaris,Sierra,Millennium,Virtua,or INN-Reach or Subscription and Perpetual Licenses
1.License.Client and where applicable, its Authorized Users(defined below) may use the Software(including any client
configurations) (i)only for the management of the library and for servicing its patrons(including permitting Authorized Users to
search library catalogues),and not on an outsourced basis,as a service bureau,for resale,or similarly on behalf of or for the direct
or indirect benefit of third parties,and (ii)only in accordance with the other terms of this Agreement.The license does not include
hosting services,which must be purchased separately.
2. Copies. Non-production use includes training,development,testing,quality assurance,staging or preproduction provided that the
copies of the Software are not used in a production environment or as a backup to production The license includes the right to use a
single production instance and uptotwo(2)additional copies for non-production use atno additional charge. Non-production use
includes training,development,testing,quality assurance,staging or preproduction provided that the copies of the Software are not
used in a production environment or as a backup to production.
]. New Releases.The license granted to you pursuant to this Agreement will include,at no additional cost,a license to use all new
scheduled major releases, service pack releases,and hot fixes of the software offered generally by Clarivate to its clients during the
term of this Agreement(collectively, "New Releases"). "New Releases"do not include new or additional modules,applications or
other software now or hereafter offered by Clarivate,each of which require a separate license and payment of additional license
fees.Additional fees may be required for implementation of New Releases.
4.Authorized Users. For clarity,your patrons do not fall within the number of Authorized Users on your Order Form.
5.Aggregated Data. |n addition to the rights set forth in the Terms,we may use your Content and otherwise collect information
re|atedtoyouruseofourproducttocreateanduseaggregate, non-identifyingandanonymizeddata ("Co||ectedData''). C|ient
acknowledges and agrees that it will have no rights in any products or services created or sold by Clarivate or its affiliates that use
Collected Data.
6. Early termination.Client may terminate this Agreement at anytime during the Initial Term effective as of the date of the next
annual anniversary of the term if Client's budget(funding) is eliminated and Client provides written evidence of the elimination of
Client's budget(funding),such evidence to be in the form and substance reasonably requested by Clarivate.
7. Modules.Your purchase and use of additional modules,tools or other applications from us with the Software are subject to the
same terms as the Software.
Vega,Innovative Mobile,Innovative Phone Alerts or Software-as-a-Service
1. License.We will provide you with subscription access via avvebsitetoour Integrated Library System solution known as"Vega"
Client and,where applicable, its Authorized Users may access and use Vega (including any client configurations) (i)only for the
management of the library and for servicing its patrons(including permitting Authorized Users to search library catalogues),and not
on an outsourced basis,as a service bureau,for resale,or similarly on behalf of or for the direct or indirect benefit of third parties,
and (ii)only in accordance with the other terms of this Agreement.
2. New Releases.The license granted to you pursuant to this Agreement will include,at no additional cost,a license to use all new
scheduled major releases,service pack releases,and hot fixes of the software offered generally by Clarivate to its clients during the
term of this Agreement(collectively, "New Releases"). "New Releases"do not include new or additional modules,applications or
other software now or hereafter offered by Clarivate,each of which require a separate license and payment of additional license
fees.Additional fees may be required for implementation of New Releases.
].Aggregated Data. |n addition to the rights set forth in the Terms,we may use your Content and otherwise collect information
re|atedtoyouruseofourproducttocreateanduseaggregate, non-identifyingandanonymizeddata ("Co||ectedData''). C|ient
acknowledges and agrees that it will have no rights in any products or services created or sold by Clarivate or its affiliates that use
Collected Data.
4.Authorized Users. Patrons fall within the number of Authorized Users on your Order Form.
5. Early termination.Client may terminate this Agreement at any time during the Initial Term effective as of the date of the next
annual anniversary of the term if Client's budget(funding) is eliminated and Client provides written evidence of the elimination of
Client's budget(funding),such evidence to be in the form and substance reasonably requested by Clarivate.
Page 2of2O
355
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Thisdocumentoudinesour3ofuwaresuppoo, main/enanceandsemiceavai|abi|i/yforthefoUmwingpmduc/s(^CoveredPmducts^):
Polaris,Siarra,Mi||enn|Um'NrtUa'or|NN-ReachorSubacrptionandParpetua| Ucanses
Support
Requesting support. Support includes issue analysis,support case management, prioritization of issues,tracking and investigation of
issues and explanation of error messages.You must provide us with the information we need to resolve your problem.This includes
relevant contact information,details about the problem,error messages, user IDs,and any other necessary information. If you have
problems using our software,your designated administrators can contact us during normal hours.Your administrator will be provided an
internal portal to report issues and review their status.
SupportAccess If you host your own Software,you must provide us direct network internet access to the Software, including any
firewalls.We require such access to correct Software bugs and carry out modifications of the Software for the purpose of maintaining the
Software.
New Releases. Unless you have purchased our Hosting Services,additional fees at Clarivate's then-prevailing professional service rates
will apply for implementation of New Releases.
Response. We will use commercially reasonable efforts to meet the service level objectives stated below.Target response times to
confirm receipt and begin troubleshoot and diagnosis of the problem are below. Resolution times cannot be guaranteed,although we
undertake every effort to resolve your issues as soon aspossible.
Priority Response Criteria
Severity 1 Business hour A major component of the software is in a non-responsive state and
severely affects library productivity oroperations.A high impact problem
that affects the entire library system.Widespread system availability,
production system is down
Severity 4 Business hours Any component failure or loss of functionality not covered in Severity 1
that is hindering operations, such as, but not limited to:excessively slow
response time,functionality degradation; error messages; backup
problems; or issues affecting the use of the module or the data
Severity 2 Business Days An issue(other than a Severity 1 or 2)which (a) has no direct and
material impact on business processes' (b) has an impact only on a
segment of users, or(d does not yet disrupt time-critical business
processes.
Severity as promptly asis Non-performance related incidents, including:general questions,
reasonably practical requests for information, documentation questions, enhancement
requests.These will be logged but no immediate action will betaken. We
will generally monitor the situation but will not be obliged to provide any
solution.
Escalation Path. If you do not receive a response within the timeframe designated above, please reach out to your Account Manager.
Hosting Services
The following terms apply to the extent you have purchased hosting services from C|arivate for one or more of the Covered
Products.
Page 3of2O
356
Clarivate"
Service availability
We endeavor to ensure 99.9% availability of our software and make commercially reasonable efforts to schedule maintenance and
system upgrades during the weekends or outside regular business hours(i.e.after regular end of business Pacific Time and before start
of business Eastern Time)with reasonable notice.Availability is calculated by dividing the number of minutes the software was available
during the Measured Period by the total sum of the minutes in the Measured Period less any Excluded Downtime.
For the purposes of this calculation, (i) the Measured Period is a calendar year and (ii) the Excluded Downtime includes scheduled
downtime for system maintenance and release updates,as well as any service unavailability attributable to your breach, any actions or
omissions by you or your users, causes beyond our control,or separate instances of unavailability of less than 5 (five) minutes duration
each, provided such instances are not of a persistent nature.
If availability falls below 99.9% in a month for three consecutive months, you will be entitled to a credit equal to the prorated amount
of the fees for hosting services for anytime during such three-month period in which the software was unavailable(other than Excluded
Downtime). This credit will be your exclusive remedy for such unavailability.
SecUrity Controls
We take reasonable and appropriate administrative,technical and physical measures to protect the confidentiality, integrity and
availability of your data; however, security and compliance is a shared responsibility between you and Clarivate. Our responsibilities
are described below.You should take into consideration any special configurations or third-party applications and your responsibilities
depending on any applicable laws and regulations.
The table below sets forth the features of our standard cloud-based hosting option. Premium support may be available for an
additional cost.
Feature Standard
24x7 network monitoring ✓
Dedicated production environment ✓
99.9% guaranteed infrastructure uptime ✓
Dedicated public IP address and custom URL ✓
Operating system installation and management ✓
Library software installation and upgrades ✓
Data backups Daily
Archive data backup retention 30 days
Network Systems Audit Logging.All firewall logon activity and password changes are logged, monitored, controlled and audited.All
intrusion detection and firewall log monitoring is done through services provided by Innovative and those pertinent log files and
configuration files are retained for ninety(90)days and can be made available upon request for audit and problem resolution, as may
be required.
Network Monitoring.All network systems and servers are monitored 24/7/365. We will monitor its systems for security breaches,
violations and suspicious (questionable)activity.This includes suspicious external activity(including,without limitation, unauthorized
probes, scans or break-in attempts)and suspicious internal activity(including,without limitation, unauthorized system administrator
access, unauthorized changes to its system or network,system or network misuse or program information theft or mishandling).
Innovative will notify Client as soon as reasonably possible of any known security breaches or suspicious activities involving Client's
production data or environment, including,without limitation, unauthorized access and service attacks,e.g., denial of service attacks.
Audit and Security Testing. Hosting Providers perform regular security audits and testing.You may not perform own audits of hosting
providers.
Information Security Auditing/Compliance. Our hosting providers undergo SOC 1/SOC 2 Type 2/ISO 27001 audits each year by
independent third-party audit firms. We offer hosting options in datacenters located in the United States, Canada, United Kingdom,
Ireland,Australia and the Asia-Pacific region, however,Clarivate reserves the right to increase, decrease and/or relocate its
datacenters at anytime.
Page 4 of 20
357
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Disclaimer
Support services do not include visits to your site,any services for third party equipment or software, problems stemming from achange
you made to the software,orconsulting semicesre|medtoc|ientspeciOcconOgumdonsorimp|emenmdon (suchasintemctionsbeuween
the software and your hardware, installations at your site,assistance with acceptance testing,client specific templates or reports,etc).
We have no obligation to correct any error resulting from a failure by you to implement a third-party software modification or update
recommended byus and provided to you mnocharge.
We are not responsible for downtime or any other failure to meet the availability requirement ifthe root cause of the disruption is
your breach of the agreement; (ii)your failure to use minimum recommended browser standards for access to and use of the software;
or(iii) outside of our control including, but not limited to,failures of hardware or software of upstream service providers or at your
location or improper use of the software.Any additional services which you may request and we may agree to perform will be billed on a
time and materials basis subject to our current applicable rates.
Changes tO Support Policy
This policy may be updated byus from time to time, in our sole discretion.
Page 6of2O
358
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~~�= " ~ �° = " `~ ~~~= �� ���� " ~/ Service " ^ , = " "= ~^ " " " ~ � = " "`°
This docu me nt out I in es our Software support, maintenance and service availabi I ity for Vega, Innovative Mobile,Innovative Phone
Alerts orSoftwaea*a-Senvice.
SUDDO[t
Reduest|nQsupport. Support includes issue analysis,support case management, prioritization of issues,tracking and investigation of
issues and explanation of error messages.You must provide us with the information we need to resolve your problem.This includes
relevant contact information,details about the problem,error messages, user IDs,and any other necessary information. If you have
problems using our software,your designated administrators can contact us during normal hours.Your administrator will be provided an
internal portal to report issues and review their status.
Response. We will use commercially reasonable efforts to meet the service level objectives stated below.Target response times to
confirm receipt and begin troubleshoot and diagnosis of the problem are below. Resolution times cannot be guaranteed,although we
undertake every effort to resolve your issues as soon aspossible.
Priority Response Criteria
Severity 1 Business hour A major component of the software is in a non-responsive state and
severely affects library productivity oroperations.A high impact problem
that affects the entire library system. Widespread system availability,
production system is down
Severity 4 Business hours Any component failure or loss of functionality not covered in Severity 1
that is hindering operations, such as, but not limited to:excessively slow
response time,functionality degradation; error messages; backup
problems; or issues affecting the use of the module or the data
Severity 2 Business Days An issue(other than a Severity 1 or 2)which (a) has no direct and
material impact on business processes' (b) has an impact only on a
segment of users, or(d does not yet disrupt time-critical business
processes.
Severity as promptly asis Non-performance related incidents, including:general questions,
reasonably practical requests for information, documentation questions, enhancement
requests.These will be logged but no immediate action will betaken. We
will generally monitor the situation but will not be obliged to provide any
solution.
Escalation Path. If you do not receive a response within the timeframe designated above, please reach out to your Account Manager.
Hosting Services
Service availability
We endeavor to ensure 99.596 availability of our software and make commercially reasonable efforts to schedule maintenance and
system upgrades during the weekends or outside regular business hours(i.e.after regular end of business PacificTime and before start
of business EasternTime)with reasonable notice.Availability is calculated bydividingthe numberof minutes the softwarewas available
during the Measured Period by the total sum of the minutes in the Measured Period less any Excluded Downtime.
For the purposes of this calculation, (i) the Measured Period is a calendar year and (ii) the Excluded Downtime includes scheduled
downtime for system maintenance and release updates'as well as any service unavailability attributable toyour breach' any actions or
omissions by you or your users, causes beyond our control,or separate instances of unavailability of less than 5 (five) minutes duration
each, provided such instances are not ofa persistent nature.
Page Gof2O
359
1',,,,,,v Clarivate"
If availability falls below 99.5% in a month for three consecutive months,you will be entitled to a credit equal to the prorated amount
of the fees for hosting services for any time during such three-month period in which the software was unavailable(other than Excluded
Downtime). This credit will be your exclusive remedy for such unavailability.
SecUrity Controls
We take reasonable and appropriate administrative,technical and physical measures to protect the confidentiality, integrity and
availability of your data; however, security and compliance is a shared responsibility between you and Clarivate. Our responsibilities,
including those managed by Clarivate hosting partners,are described below.You should take into consideration any special
configurations or third-party applications and your responsibilities depending on any applicable laws and regulations.
The table below sets forth the features of our standard cloud-based hosting option. Premium support may be available for an
additional cost.
Feature Standard
24x7 network monitoring ✓
Dedicated production environment ✓
99.5% guaranteed infrastructure uptime ✓
Dedicated public IP address and custom URL ✓
Operating system installation and management ✓
Library software installation and upgrades ✓
Data backups Dail
.Archive data backup retention 30 days
Network Systems Audit Logging.All network logon activity and password changes are logged, monitored, controlled and audited.All
intrusion detection and firewall log monitoring is done through services provided by the Hosting Provider.The pertinent log files and
configuration files related to customer's hosted solution are retained for seven days and can be made available upon request for audit
and problem resolution,as may be required.
Encryption. Encryption for data-in-transit is provided as a part of the Standard Plan.
Network Monitoring.All network systems and servers are monitored 24/7/365. We will monitor its systems for security breaches,
violations and suspicious activity.This includes suspicious external activity(including,without limitation, unauthorized probes, scans
or intrusion attempts)and suspicious internal activity(including,without limitation, unauthorized system administrator access,
unauthorized changes to its system or network, system or network misuse or program information theft or mishandling). Innovative
will notify Client as soon as reasonably possible of any known security breaches or suspicious activities involving Client's production
data or environment, including,without limitation, unauthorized access and service attacks,e.g.,denial of service attacks.
Physical Security.The physical infrastructure used to support the product (and other professional services purchased by you from
Clarivate, as applicable), including the servers,storage, switches, and firewalls,are provided by the hosting provider.The hosting
provider limits access to only authorized personnel,and badge and/or biometric scanning controls access. Security cameras placed in
the hosting facilities provide video surveillance.
Audit and Security Testing. Hosting providers perform regular security audits and testing.You may not perform own audits of hosting
providers.
Security Assessments. Client may perform vendor due diligence reviews of Innovative's security best practices. Innovative undergoes
annual audits by independent firms and will share its security certifications,and audit reports under Non-Disclosure, as requested by
Client.
Information Security Auditing/Compliance. Our hosting providers undergo SOC 1/SOC 2 Type 2/ISO 27001 audits each year by
independent third-party audit firms.We also hold the internationally-recognized ISO 27001:2013 standard for its information security
management system supporting the hosting solutions. We partner with hosting providers who are designed to satisfy requirements of
most security sensitive customers with constant monitoring, high automation, high availability,and highly accredited to global security
standards, including: PCI DSS Level 1, ISO 27001, FISMA Moderate, Fed RAMP, HIPAA, and SOC 1(formerly referred to as SAS 70 and/or
Page 7 of 20
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Glar;vateTM
SSAE 16)and SOC 2.We offer hosting options in datacenters located in the United States, Canada, United Kingdom, Ireland,Australia
and the Asia-Pacific region, however, Clarivate reserves the right to increase,decrease and/or relocate its datacenters at anytime.
Your responsibility. Client remains responsible for properly implementing access and use controls and configuring certain features and
functionalities of the software that Client may elect to use in the manner that Client deems adequate to maintain appropriate
security, protection, deletion, and backup of its data.
Disclaimer
Support services do not include visits to your site,any services for third party equipment or software, problems stemming from a change
you made to the software,or consulting services related to client specific configurations or implementation (such as interactions between
the software and your hardware, installations at your site,assistance with acceptance testing,client specific templates or reports,etc).
We have no obligation to correct any error resulting from a failure by you to implement a third-party software modification or update
recommended by us and provided to you at no charge.
We are not responsible for downtime or any other failure to meet the availability requirement if the root cause of the disruption is(i)
your breach of the agreement; (ii)your failure to use minimum recommended browser standards for access to and use of the software;
or(iii) outside of our control including, but not limited to,failures of hardware or software of upstream service providers or at your
location or improper use of the software.Any additional services which you may request and we may agree to perform will be billed on a
time and materials basis subject to our current applicable rates.
Changes to Support Policy
This policy may be updated by us from time to time, in our sole discretion.
Page 8 of 20
361
to i n tii a i ve Pricing Exhibit
Part f Cladvato, Page 1 of
Date 6/12/2024
Quote# EST-INC17434
Innovative Interfaces Incorporated
789 E.Eisenhower Parkway PaymentTerms Net 30
Ann Arbor MI 48108 Overall Contract Term(Months) 36
United States Contract Start Date
Contract End Date
Sales Rep Kristie Glascock
Site Code MONR1643
Expires 7/31/2024
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
USD
r
l
r �
l i 1 1 ;
r�/;;�;;�»»»»»»»»»»»»»»»»»��;;�/����;�;�;,,, ;�; ����i�����;i��1��1111111���11111111
Library �u�scnp�on � � The rary 1:_-x perience���lec u n�le
Experience w/Vega Promote Web includes the
Select w/Vega Polaris ILS,Unlimited Polaris Staff
Promote Web Licenses,Unlimited SIP2 Licenses for
Single for Polaris Polaris,Polaris ZMARC Auto Authority,
Hosting for Polaris,Vega Discover
Premium,Innovative Mobile with Self
Check Out and consortia templates
(limited number included),Vega
Promote(limited number of
environments included),a Polaris
Reporting Server,a Polaris
Test/Training Server and Vega
Promote Web(limited number of sites
included).
Polaris ILS:Polaris is an integrated
library system solution to manage
physical and electronic resources and
library patron accounts,combining
library operational workflows with
open architecture.Polaris includes
Cataloging,Circulation,Acquisitions,
Serials,ILL,Export Express,Simply
Reports,Self-Check,Patron-Facing
eCommerce,eContent Integration,
Outreach,Community Profiles,Classic
Collection Agency,Staff-Facing
eCommerce,Integration with 3rd Party
Vendors,&RESTful APIs),standard
Language Packs(English,Spanish,
French Canadian),Client Deployment
Tool,and RFID Integration.
Polaris Hosting:Hosting environment
for Polaris in production enables
libraries to eliminate the overhead of
maintaining an on premise server for
Polaris ILS When Polaris is hosted,
Innovative takes responsibility for
release upgrades,backups,and
system/environment maintenance&
security updates. Includes Terminal
services,PAC services,Reporting
services,Screwdriver services.
Unlimited Staff licenses for Polaris:
The Polaris Staff Client is licensed
software that allows the end user to
access all of the Polaris functionality
based on the permissions that are set
in System Administration.This
includes Circulation,Patron Services,
Cataloging,Acquisitions,Serials,
Utilities and System Admin.A
separate staff user license is required
for each concurrent connection made
from a staff client to the Polaris ILS
server,including from Polaris Web
Application(aka Leap).
Polaris ZMARC Auto Authority:
Subscription to Polaris ZMARC
includes regular update files of MARC
bibliographic records,including for
Audio-Visual materials.
P.age..9,of.2�1......... ..... 362
'Ill",10'110
"° n ova ve Pricing Exhibit
Part of Clan'vate Page 2 of 2
Date 6/12/2024
Quote# EST-INC17434
Innovative Interfaces Incorporated
789 E.Eisenhower Parkway
Ann Arbor MI 48108
United States
iir/n rr1/Imr! ,-unrr / l i/rrv//rJ o/r /v.Joi ./r/ /lii,rr rr r rr rr r r r rr r r./ rri r r rl r /r !, / r //rrr !rr cr rrJr l,ir r r r rr r / r
r 1 f
/f r � /d�r,ii2ilail/iJi///////����������� iaa//,vrlrr�irJJrirlrrlydirr irooJli;;;7i�i�iiia �� /aa/rrJirJia
Polaris Reporting Server:Additional
cloud hosting environment for Polaris
Reports only-to support dedicated
capacity for staff reporting purposes.
Polaris Test/Training Server:Additional
cloud hosting environment for Polaris
ILS Training or Test system-to
support dedicated capacity for training
or testing.
Unlimited SIP2 Licenses:Enables the
library to integrate an unlimited
number of devices with Polaris using
SIP2.SIP2 is required for any 3rd
party hardware connecting to Polaris
for the purpose of Polaris transactions
e.g.3rd Party self-checkout,sorters,
etc.
Vega Discover Premium:Discovery
offering for patrons to uncover content
and explore new titles and resources
with interconnected search,context
engine(linked data model),roll-ups,
showcases,collection sites for custom
scoping,advanced configurations and
customizations,themed catalogs,
Guides and adherence to accessibility
standards.Syndetics Unbound
subscription included.
Vega Promote:Provides marketing
automation for targeted email
engagement,promotions and
marketing campaigns
Vega Promote Web:Provides a fully
hosted web site design and
management solution.
Innovative Mobile with Self Check Out:
Mobile library application designed to
extend the walls of your library through
advanced capabilities such as
discovery,patron account
access,"Click and Collect"which
allows patrons to reserve items and
then be notified when it's time to pick
up and Self-Check out with RFID or
barcode for the Innovative mobile app.
Includes additional SIP2 licenses
required for the implementation.
Skyriver License-Term 1 Current SkyRiver Bibliographic Utility 5,359.6 5,359.60 5,359.60 t
Subscription
FirstYearTotal US$87,639.69
Page 10 of 20
363
'Ill",10'110
"° n ova ve Pricing Exhibit
Part f i ,t
Date 6/12/2024
Quote# EST-INC17435
Innovative Interfaces Incorporated
789 E.Eisenhower Parkway Payment Terms Net 30
Ann Arbor MI 48108 Sales Rep Kristie Glascock
United States Technical Contact CU5019 Monroe County Public Libr...
Site Code MONR1643
Expires 7/312024
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
USD
NK i i iirrlloollorrl 1 »a o�ciiri�iaoi a rrrrrrrr o iiiiaaii aio ii rr it✓io o�iioiilri iir rrfJ ri rir i i ri ii
I,
r
f
f
Innovative Mobile Services 1 Innovative Mobile is a mobile library 5,000 5,000.00 5,000.00
App application designed to extend the walls
Implementation of your library through advanced
capabilities such as discovery,patron
account access,and"Click and Collect"
which allows patrons to reserve items and
then be notified when it's time to pick up.
Promote Web Services 1 One-time implementation ofwebsite 20,000 20,000.00 20,000.00
Implementation creation.
Upgrade to Vega Services 1 Upgrade from Vega Discover to Vega 5,000 5,000.00 5,000.00
Discover Premium Discover Premium
, r
Total Fees US$30,000.00
Page 11 of 20
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Glar;vateTM
Statement of Work
This Statement of Work (the "SOW')dated June 17, 2024, is entered into pursuant to the Order Form between Monroe
County Public Library ("Client") and Innovative Interfaces Incorporated ("Innovative") effective as of June 17, 2024 (the
"Agreement"). Innovative and Client may each be referred to as "Party" from time to time or collectively as "Parties".
A. Purpose of this Statement of Work
The SOW provides an overview of the scope of the project and fees to complete the engagement based on
Innovative's 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 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:
1. Vega Premium Upgrade
Implementation duration is expected to be 12 weeks from commencement of work. If the Client would
like to extend the Implementation timeline beyond the agreed upon duration, negotiation regarding the
extended schedule and related costs will be conducted.
a) Innovative will install upgrades from an existing Vega Discover software, to Vega Discover Premium software.
Specified work includes, where necessary:
1) Project management
2) Requirements consultation between Client and Innovative
3) Installation and configuration of the purchased software modules on a single production
environment.
4) Enablement and configuration of the purchased software modules on a single production
environment
5) Minimum scope of service to include:
• Association of the Vega guides functionality to the Client's Vega Discover environment
• Product Overview
• Access to recorded training sessions, and other online resources
• Consultation on Best Practices
• Publishing of 1st Guide
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-specified maintenance windows, as agreed upon
in advance between the Client and Innovative.
Any requested work, outside of the specifications listed above, will be quoted at an additional cost, and
written approval must be provided by the Client before work can proceed.
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Glar;vateTM
C. Innovative Services Team
The Services Team will have the following resources available for this project:
1. Project Manager: Project Managers have years of project management experience and have implemented library
systems for many libraries.
2. System Engineer: System Engineers work with the Client on ILS setup and configuration as well as installations,
network connections, and infrastructure configuration.
3. Trainer/Consultant: Trainers work with the Client to ensure an understanding of the configuration and use of the
software
D. Client Implementation Team
1. Technical Lead: Will be responsible for assisting with Client responsibilities related to the installation and any other
system level duties required by Client.
E. Implementation Assumptions
1. Client's production ILS environment must be running the current General Availability("GA")version of the software,
or later.
2. Client will have adequate resources available to ensure timely completion of any library tasks outlined in the project
schedule.
3. Client will provide a technical point of contact who is able to provide,or coordinate access to, necessary information
and Client resources. This includes information related to server access, collecting and providing any prerequisite
information required to support installation and configuration of software, and other needs that may arise during the
project.
F. Fees and Payment Terms
Fees for Services delivered under this SOW will be charged on a fixed price basis as set forth in the attached Pricing
Exhibit herewith and are made in good faith based on the activities, approach, and assumptions contained within the
SOW. Payment terms for this SOW are as set forth in the Agreement.Any additional Change Requests will be performed
at a blended rate of$200 per hour for all resources. Additionally, Client is responsible for all reasonable out-of-pocket
costs and expenses incurred during this SOW.
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Statement of Work
This Statement of Work (the "SOW') dated June 17, 2024, is entered into pursuant to the Order Form between
Monroe County Public Library("Client") and Innovative Interfaces Incorporated ("Innovative") effective as of June
17, 2024 (the "Agreement"). Innovative and Client may each be referred to as "Party" from time to time or
collectively as "Parties".
A. Purpose of this Statement of Work
The SOW provides an overview of the scope of the project and fees to complete the engagement based on
Innovative's prior experience with similar projects and preliminary discussions with the 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 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:
1. MILESTONE 1: DISCOVERY& CONCEPT
a) Consulting & Project Management
Consulting services includes overall project management,client communication such as email correspondence,
conference calls, goal analysis and meetings.
1) Deliverables: Bi-Weekly Meeting +weekly updates
2) Project management and oversite
3) Expectations: Client will appoint a point person and bring in various stakeholders depending on meeting
topic
b) Discovery
The audit allows Innovative to work with the Client's team to assess strategic goals, resources, and examine
the tools needed to streamline workflows.The audit sets the baseline and structure for the relationship. It allows
Innovative to have a clear picture of the Client's communication, data and technical needs and identify where
digital organizing meets membership engagement and expansion.
1) Discovery
The discovery process will include a review of the Client's current website, available analytics,
and audience types for the site.
2) Strategic Consulting
Innovative will provide 4 hours of strategic consulting for site restructure (over 4 sessions)
3) Sitemap
The Client will be asked to complete a working sitemap to be used throughout design and development.
Innovative will provide the Client with access to a digital site map or a spreadsheet template to use for
this purpose. Innovative will review the page hierarchy and the kinds of content as well as the functionality
of each page before starting design and development.
4) Wireframe
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Innovative will create a wireframe of the homepage, based on Client's template selection, to create a visual
blueprint with the Client's brand and color palette and to confirm the flow of content on the page, think
through user experience and serve as a foundation for the full site design.
END OF MILESTONE 1: Delivery of"Discovery" Documentation
2. MILESTONE 2: DESIGN & DEVELOPMENT
a) Site Setup&Themed Website Template
Innovative will provide a website template that includes headers and footers, re-usable page layouts (see list
below)to be used across the site, a wide variety of pre-designed page sections, content components, images
and navigation elements that can be placed on any page and match the template design. Client will choose
from a selection of templates which will be modified to reflect Client's brand, color palette selection, logo and
provided style configuration options.
Page Layouts provided:
• Homepage
• Event and Event Landing Page
• Showcase Page
• Locations Page
• Member Details Page and Sub Pages
• Single Feature Page
• General Content Page
• About Page with Staff Profile Sub-Page
• News/Blog Page
• How To/ FAQ Page
b) Build and populate content for home page
c) Create site navigation and all pages with selected layout, elements and components (without content)
d) Innovative Product Integration Content Components
Innovative will provide integrations between Innovative solutions and the website through configurable
components that can be placed on any page or header. Integrations include the following:
• Member login/authentication for Polaris and Vega Discover
• Patron Account Details, Checkouts, Holds, Fines, Events
• Vega Discover Search with passthrough to Vega Discover
• Vega Discover Showcases
• Vega Program
e) Asset Prep: Selection of images and artwork.
END OF MILESTONE 2: Delivery of"Design & Development"
3. MILESTONE 3: CONTENT POPULATION
a) Site Setup and Content Transfer
1) Innovative will setup all integration connections
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2) Innovative will populate or transfer content for up to 20 main pages and sections using the agreed upon
sitemap from the discovery process. Innovative will migrate content from the existing site or other approved
repository. Customer is responsible for all assets including content and imagery (except when selected
from the included image library),along with brand guidelines, logos,etc.This scope of work does not include
content development or copy writing.
3) Innovative will provide an additional 10 hours of content population for sub-pages.
END OF MILESTONE 3: Delivery of"Staging Link"
4. TESTING & SITE LAUNCH
Innovative will check the entire website to make sure it is operating as expected. Innovative will work during this
phase to make minor adjustments to the display and tie together functionality.
Prior to launch,the Client will be provided with a detailed checklist to review before approving site launch. Innovative
will work with the Client to connect the domain name to the new website and hosting.
a) Training & Handoff
3 hours of team training and handoff for website and content control. Includes documentation geared towards
specific staff roles.
END OF MILESTONE 4: Site Launch
C. Project Schedule and Milestones:
Innovative will include bi-weekly virtual check-ins between the Project Lead, Project Facilitator and technical
support as needed. Depending on the scheduled projects, Innovative may ask additional team members to
participate in check-ins. Between meetings, correspondence will primarily be performed via email, and phone
calls. Work will normally occur between the hours of 9 to 6 on weekdays; however Innovative team members
will be available for emergency support.
Additionally, Innovative will use the Project Management tool `Monday' to help keep track of milestones,
updates, tasks + subtasks. The Client will have front facing access to the shared project to keep track of the
workload, timelines, and progress, in addition to a shared space for assets, notes, and questions.
The table below outlines the work process phases, milestones, due dates, deliverables, and fees needed to
complete this project. This four-phase process begins at the concept phase where everything is planned,
then the design and development phase where look and feel (artwork) is produced and the content population
phase where the design is given life, and finally the testing phase where everything is thoroughly tested and
reviewed. This process is designed to ensure project efficiency and the Client's complete satisfaction.
"Please note: Innovative will require 24-48 hour feedback on designs and questions that impact design and
development. In instances where complex workflow approvals are required, delays in feedback and
communication may delay milestones. Based on experience from previous projects, delays in workflow
approvals will often set deliverables back from between 1-3 months over the course of the entire project. The
timeline below can be accelerated if agreed that quicker turnaround of assets and approvals is possible.
Work Process Phase Description Deliverable Timeline
Discovery Review of all current branding materials, Brand and Interview Weeks 1-
community credibility, planned Overview Notes 2
discussions with key team members, and
review of successful engagement
patterns.
Strategic Consulting & Development of document that details Action Plan, Feature Week 3
Sitemap results site restructure discussions and Overview, Sitemap
joint creation of site map.
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Wireframes Template selection and blueprint of Wireframe Weeks 4-
desktop, tablet, and mobile views of 5
website to outline structure, feature
placement and flow.
Page Layouts, Home Production of all page layouts, home Homepage Design, Page Weeks 6-
Page & Site page design and content population, and Layouts and 7
Navigation/ Structure site header/footer Header/Footer
Innovative Product Setup integration between Innovative Media Library Weeks 8-
Integration Products and Website components. 9
Components and Site Production of all pages on the site with
Pages navigation.
Content Population Import or population content for site. Staging Link Weeks
10-11
Testing In the testing phase, we check the entire n/a Weeks
website to make sure it is operating as 12-13
expected. Final QA testing, analytics
setup, server switch and domain transfer
Documentation + Team Training and Handoff for website ReadMe Documentation, Week 14
Training and content control. Includes Scheduled Trainings and
documentation geared towards specific Training Video Library
staff roles.
C. Innovative Services Team
The Services Team will have the following resources available for this project:
a. Account Manager—Consulting & Project Lead
b. Project Manager— Project Management
c. Designer—Design of Site Template, Page Layouts, Components and Elements
d. Developer— Integrations with Innovative solutions
D. Client Implementation Team
a. Project Lead — Primary project contact responsible for providing information, assets and approvals throughout
the project or ensuring others with these responsibilities are included.
b. Marketing /Brand Stakeholder— Providing branding guidelines, logos, imagery, or other approved assets and
ensuring site complies with library guidelines.
c. Systems Librarian—Assist with information, access to systems and API keys for Innovative solutions and
other integrations.
d. Content Stakeholders—Others who will be providing content for the website.
E. Implementation Assumptions
a. 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.
b. Client will have adequate resources available to ensure timely completion of any library tasks outlined in the
project schedule.
c. Client will provide a technical point of contact who is able to provide, or coordinate access to, necessary
information and library resources or other needs that may arise during the project.
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F. Fees and Payment Terms
Fees: For Services delivered under this SOW, Client will be charged on a fixed price of $20,000 U.S. Dollars (US
$20,000). Payment will be made according to the following table:
Milestone Payment
Project Start '/2 of Price
End of Milestone 4 '/2 of Price
Payment Terms: Payment terms for this SOW are as set forth in the Professional Services Agreement.
Any additional Change Requests or scope outside of what is covered in Section B will be performed at a
blended rate of$250 per hour for all resources. Additionally, Client is responsible for all reasonable out-of-
pocket costs and expenses incurred during this SOW. Pricing assumes that deliverables in this Statement
of Work are completed within six months or additional Services fees will apply.
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Glar;vateTM
Statement of Work
This Statement of Work (the "SOW')dated June 17, 2024, is entered into pursuant to the Order Form between Monroe
County Public Library ("Client") and Innovative Interfaces Incorporated ("Innovative")effective as of June 17, 2024 (the
"Agreement"). Innovative and Client may each be referred to as "Party" from time to time or collectively as "Parties".
A. Purpose of this Statement of Work
The SOW provides an overview of the scope of the project and fees to complete the engagement based on Innovative's
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 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:
2. Innovative Mobile App Implementation
Innovative Services Team ("Services Team") will work with the Client to configure, install, and test a customized
Innovative Mobile application ("App")for the Client.
NOTE: Some services specified in this Statement of Work will be performed by third party vendor Solus ("Solus"),
including creation of customized App for Client, and publishing of App to specified online app stores.
Specified work includes:
a. Project management
b. Project kickoff between Services Team and Client
c. Creation and configuration of Client instance on Innovative Mobile Content Management System ("CMS")
for a single production environment
d. Custom App development
e. Publishing of App to Apple and/or Google app stores
f. Liaison with Solus
g. Post-implementation testing
h. Remediation of post-implementation issues found during testing
C. Services Team
The Services Team will have the following resources available for this project:
4. Project Manager: Responsible for coordination of schedule and App delivery with the Client, consultation on App
configuration requirements, and consultation on available App customization, and liaison with third party vendor
Solus as necessary.
5. System Engineer: Responsible for creation of Client configuration in the Innovative Mobile Content Management
System (CMS), and configuration of the ILS as required.
D. Client Implementation Team
2. Technical Lead: Will be responsible for assisting with Client responsibilities related to the installation and any other
system level duties required by Client, and coordinating/providing all Client responsibilities identified in
Implementation Assumptions.
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E. Implementation Assumptions
1. Client will have adequate resources available to ensure timely completion of any Client tasks outlined in the project
schedule.
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.
3. Client shall be responsible for:
a. Participating in project kickoff, and assisting in establishing project schedule
b. Providing images for App customization
c. Applying for Apple Developer account, and providing app publishing credentials to Innovative Services
team
d. Providing Services Team with required profile and configuration information, in an App configuration
questionnaire and App configuration spreadsheet to be provided by Services Team.
e. Testing App download from Apple and Google app stores, and testing App for proper appearance,
functionality, and configuration
4. Client must establish an Apple Developer Program account in order for Innovative to publish app to Apple store.
This account will be used by Innovative for publishing the Client's iOS app to the Apple store. This account must
be maintained throughout the duration of the Client's Innovative Mobile contract. If Client does not establish an
Apple Developer Program account, Innovative will no longer be responsible for publishing the app to the Apple
store.
5. Client Implementation will be determined to be live upon the earlier of acceptance or 2 weeks of the app in the
test flight environment.
F. Fees and Payment Terms
Fees for Services delivered under this SOW will be charged on a fixed price basis as set forth in the attached Pricing
Exhibit herewith and are made in good faith based on the activities, approach, and assumptions contained within the
SOW. Payment terms for this SOW are as set forth in the Agreement.Any additional Change Requests will be performed
at a blended rate of$200 per hour for all resources. Additionally, Client is responsible for all reasonable out-of-pocket
costs and expenses incurred during this SOW. Pricing assumes that deliverables in this Statement of Work are
completed within six months or additional Services fees will apply.
Page 20 of 20
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Liz Yongue
From: Gomez-Krystal <Gomez-Krystal@MonroeCounty-FL.Gov>
Sent: Thursday, August 15, 2024 11:11 AM
To: Ballard-Lindsey; County Commissioners and Aides; Kevin Madok; Pamela G. Hancock;
Senior Management Team and Aides; Liz Yongue; InternalAudit
Cc: Gastesi-Roman; Shillinger-Bob; Williams-Jethon; Cioffari-Cheryl; Livengood-Kristen;
Rubio-Suzanne; Pam Radloff; County-Attorney; Allen-John; Danise Henriquez; Hurley-
Christine; Rosch-Mark; Gambuzza-Dina; Beyers-John; InternalAudit; Kevin Madok;
Valcheva-Svilena
Subject: Item C8 BOCC 08/21/2024 REVISED ITEM WORDING & BACKUP.
Attachments: AIS C8.pdf, MONR_SIXTH AMENDMENT TO AGREEMENT - Innovative (Rev final legal
stamped)-III signed.pdf
Follow Up Flag: Follow up
Flag Status: Flagged
Good Morning,
Please be advised that the agenda item wording and backup have been revised for item C8.
"Approval of Sixth Amendment to Agreement with Cla ;, rte ,na4,fi s (Comp- °•ma ", Innovation Interfaces,
Inc. to bundle the current library services along with new enhancements to its customer interface and
communications systems. Funding is a combination of budgeted funds and State Aid and Smatlak Trust funds. "
Sincerely,
Executive Administrator
Monroe County Administrator's Office
1100 Simonton Street, Suite 2-205
Key West, FL 33040
(305)292-4441 (Office)
(305)850-8694(Cell)
Courier Stop#1
Notary Public
w.r o n r y e c_ u�n1y:�:V_e.gpy
i».c z..- Y .�.. _rn groecou�_n�.Y..-.�..:.i» .Y.
PLEASE NOTE: FLORIDA HAS A VERY BROAD RECORDS LAW. MOST WRITTEN COMMUNICATIONS TO OR FROM THE COUNTY REGARDING COUNTY BUSINESS
ARE PUBLIC RECORDS AVAILABLE TO THE PUBLIC AND MEDIA UPON REQUEST. YOUR EMAIL COMMUNICATION MAY BE SUBJECT TO PUBLIC DISCLOSURE.
1
C8
BOARD OF COUNTY COMMISSIONERS
COUNTY of MONROE i Mayor Holly Merrill Raschein,District 5
The Florida Keys Mayor Pro Tern James K.Scholl,District 3
Craig Cates,District 1
Michelle Lincoln,District 2
David Rice,District 4
Board of County Commissioners Meeting
August 21, 2024
Agenda Item Number: C8
2023-2746
BULK ITEM: Yes DEPARTMENT: Library System
TIME APPROXIMATE: STAFF CONTACT: Anne L. Rice
N/A
AGENDA ITEM WORDING:
Approval of Sixth Amendment to Agreement with , Innovation
Interfaces, Inc. to bundle the current library services along with new enhancements to its customer
interface and communications systems. Funding is a combination of budgeted funds and State Aid and
Smatlak Trust funds.
ITEM BACKGROUND:
Monroe County Public Library System contracts with Clarivate Analytics (Compumark) Inc.,
previously known as Innovative Interfaces, Inc. and Polaris Integrated Library Systems, for our
integrated library system(ILS)with the initial Agreement having been entered into in March 2010. This
Sixth Amendment as noted in the order form bundles the Library's current services with new
enhancements to customer interfaces and communications, including website design and hosting with a
mobile app.
The initial term is for twelve (12) months with an automatic renewal until either party terminates
pursuant to the terms of the Agreement. There is a one-time implementation fee of $30,000. The
ongoing subscription, which includes the new enhancements, will increase from $68i,772.13 to
$87,639.69. Funding will be from a combination of State Aid and Smatlak Trust funds. Staff seeks
approval of this Sixth Amendment.
PREVIOUS RELEVANT BOCC ACTION:
01/08/2023 - BOCC approved amendment for purchase of enhancements to customer interfaces and
communications. The total cost for implementation and training was $40,449.05 paid from Library's
State Aid Grant and Libraries Admin Support fund.
12/9/2021 - BOCC approved an amendment to contract with Innovative Interfaces, Inc. to purchase 14
1
additional SIP2 licenses for new equipment added to the Library system through the DLIS ARPA grant
to access the ILS. The total cost for licenses is $1435.00, paid out of the Library's State Aid Grant fund.
(BOCC Agenda Item 10009)
12/9/2020 - BOCC approved an amendment to contract with Innovative Interfaces, Inc. 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 at a one-
time cost of$60,799.94, funded from Library Impact Fees (BOCC Agenda Item 7394)
4/15/2020 - BOCC approved an amendment to contract with Innovative Interfaces 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)
4/15/2020 - BOCC approved an amendment to contract with Innovative Interfaces 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)
9/18/2019 - BOCC approved an amendment to a contract with Innovative Interfaces to purchase two
additional licenses to access the Polaris Staff Client Software, at a total cost of $2,832.00. (BOCC
Agenda Item 6026)
8/15/2018 - BOCC approved an amendment to original contract of March 1, 2010, between Polaris
Integrated Library System (acquired by Innovative Interfaces Incorporation in 2014) and the Monroe
County Public Library, to license additional software. (BOCC Agenda Item 4600)
1/2010 - BOCC approved the original contract with Polaris for the ILS.
INSURANCE REQUIRED:
No
CONTRACT/AGREEMENT CHANGES:
Sixth Amendment for the design, implementation, and annual subscription of website and mobile app
services. Upgrade of online public access catalog (Vega Discover) from Basic to Premium service.
STAFF RECOMMENDATION: Approval
DOCUMENTATION:
MONR_Order Form_INC 17 3 _INC I7 35_07252 .pdf
MONK SIXTH AMENDMENT TO AGREEMENT - Innovative (Rev final legal sta ped)_III
signed.pdf
FINANCIAL IMPACT:
Effective Date: 08/21/2024
Expiration Date: Ongoing until terminated pursuant to terms of Agreement
2
Total Dollar Value of Contract: $87,639.69 annually
Total Cost to County: $87,639.69 annually plus $30,000.00 for one-time implementation fee
Current Year Portion:
Budgeted: Yes -partially(See note below for source of funds on unbudgeted amount.)
Source of Funds: Budgeted and State Aid and Smatlak Trust Funds
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: N/A
County Match: N/A
Insurance Required: N/A
Additional Details: New services incur $30,000 one-time implementation fee. Ongoing subscription to
increase from budgeted $68,772.13 to $87,639.69. These unbudgeted amounts will be paid from a
combination of State Aid and Smatlak Trust funds.
3
SIXTH AMENDMENT TO AGREEMENT
This SIXTH AMENDMENT is made and entered into this 21' day of August, 2024, (the
"Effective Date"), by and between INNOVATIVE INTERFACES, INC, ("Innovative"). , whose
principal address is 789 E. Eisenhower Parkway, Ann Arbor, MI 48108, and the MONROE
COUNTY BOARD OF COUNTY COMMISSIONERS, whose address is 1100 Simonton Street,
Key West, FL 33040, on behalf of the MONROE COUNTY PUBLIC 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 (hereinafter referred to as "Polaris"), are parties to the Polaris Integrated Library Systems
Contract for Hosted Services effective 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
WHEREAS, Client desires to bundle all of its services and purchase additional
enhancements to customer interfaces and hardware license and other third parry Software from
Innovative and, in connection with such license, the Parties desire to amend the Agreement as set
forth in this Sixth 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 hardware and
third-parry software described in Exhibit 1 for the price and per the terms specified in Exhibit 1,
attached hereto and made a part hereof.
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 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 Sixth Amendment or as otherwise specified in the Agreement.
3. License Term and Renewal Terms. Subject to the early termination provisions
as set forth in the Agreement, the Subscription of the software identified within Exhibit 1 will be
effective for an initial term of thirty-six (36) months following this Amendment's Effective Date
(the "Initial Term"). The term will automatically renew for consecutive twelve-month terms
following the expiration of the Initial Term unless either parry provides notice to terminate as per
the terms set forth in Exhibit 1 prior to the end of the then current term. Monroe County's
performance and obligations to pay under this contract is contingent upon an annual appropriation
by the Board of County Commissioners.
1
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
Client's existing software subscription term being October 1 through September 30.
5. Except as otherwise amended hereby, the other provisions of the Agreement, as
amended, will remain in full force and effect as of the date hereof. In the event of a conflict
between the provisions of this Sixth Amendment and the Agreement, as amended,the terms of this
Sixth 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.
(SEAL) MONROE COUNTY BOARD OF
Attest: KEVIN MADOK, Clerk COUNTY COMMISSIONERS, on behalf of the
MONROE COUNTY PUBLIC LIBRARY
By: By:
As Deputy Clerk Mayor
Date:
INNOVATIVE INTERFACES, INC.
7111
By:
_ X"(,.""wo"WDI�
Print Name:
Jeff Anusbigian
Title:
VP - Sales Operations
!DATE,
2
EXHIBIT I
Additional Software
[APPROVED SUBSCRIPTION SOFTWARE PRICING EXHIBITS FOLLOW THIS PAGE)
3
Clarivate"
ORDER 11FORM
Order Form Date:July 25,2024 Innovative Interfaces Incorporated ("Clarivate")
789 E. Eisenhower Parkway
Ann Arbor, MI 48108
United States
Your use of the products and services set forth below are governed by the Clarivate Terms here: https://clarivate.com/terms-of-business (the"Terms")
which are incorporated by reference into this order form.
CLIENT DETAILS
Contracting Entity Monroe County Public Library
(0°Client"):
Client Address: 700 Fleming Street
Key West,Florida 33040
PRODUCTS/SERVICES DETAILS
Product(s)/Service(s)
s described in the attached Pricing Exhibit(s)EST-INC17434&EST-INC17435 and/or Statement(s)of Work
ADDITIONAL TERMS
GOVERNING LAW&JURISDICTION: Florida
RENEWAL TERM: Auto renews for consecutive 12-month terms following the expiration of the overall contract term in the pricing exhibit("Initial Term")
unless either party provides at least ninety(90)days'notice of nonrenewal before the end of the then current term.
FEES: Payment terms are Net 30.We may increase the fees each calendar year by up to 5%. Fees will be co-termed to align your billing to the same
Term.
LICENSE LEVEL:Your Authorized Users include your worldwide employees,third-party auditors,agents and contractors up to the maximum number of
licenses purchased. Unless you have purchased a perpetual license, rights continue until the end of the term of the service.
PRODUCT SPECIFIC TERMS: Certain Products you are purchasing have additional terms which are attached as addenda to this Order Form. In the
event of a conflict with the Terms,these Additional Terms will control solely for the applicable Product.
SIGNATURE
This Order Form is effective when signed and returned to us within ninety(90)days from the Order Form Date. We may, in our sole discretion,accept
this Order Form if returned to us after such date. Modifications require our prior approval and void any previous signatures.
Signed on behalf of Clarivate Signed on behalf of Client
Signature: (,t Signature:
Print Name: Jeff Anusblglan Print Name:
Title: VP, Sales Operations Title:
Date: July 25, 2024 Date:
MONROE COUNTY ATTORNEY'ATTORNEY'S OFFICE
TO 'Oqml
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ASSISTANT 70RNEY
Page 1 of 20 DATE., M 0 4
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PRODUCT � � �����N��� ~���� ��� � ������� �� �
�— ���������� N � SERVICE TERMS ��������N� ����
In addition to the Terms,your use of the below listed products are subject to these additional terms and conditions:
Polaris,Sierra,Millennium,Virtua,or INN-Reach or Subscription and Perpetual Licenses
1.License.Client and,where applicable, its Authorized Users(defined below) may use the Software(including any client
configurations) (i)only for the management of the library and for servicing its patrons(including permitting Authorized Users to
search library catalogues),and not on an outsourced basis,as a service bureau,for resale,or similarly on behalf of or for the direct
or indirect benefit of third parties,and (ii)only in accordance with the other terms of this Agreement.The license does not include
hosting services,which must be purchased separately.
2. Copies. Non-production use includes training,development,testing,quality assurance,staging or preproduction provided that the
copies of the Software are not used in a production environment or as a backup to production The license includes the right to use a
single production instance and uptotwo(2)additional copies for non-production use atno additional charge. Non-production use
includes training,development,testing,quality assurance,staging or preproduction provided that the copies of the Software are not
used in a production environment or as a backup to production.
]. New Releases.The license granted to you pursuant to this Agreement will include,at no additional cost,a license to use all new
scheduled major releases, service pack releases,and hot fixes of the software offered generally by Clarivate to its clients during the
term of this Agreement(collectively, "New Releases"). "New Releases"do not include new or additional modules,applications or
other software now or hereafter offered by Clarivate,each of which require a separate license and payment of additional license
fees.Additional fees may be required for implementation of New Releases.
4.Authorized Users. For clarity,your patrons do not fall within the number of Authorized Users on your Order Form.
5.Aggregated Data. |n addition to the rights set forth in the Terms,we may use your Content and otherwise collect information
re|atedtoyouruseofourproducttocreateanduseaggregate, non-identifyingandanonymizeddata ("Co||ectedData''). C|ient
acknowledges and agrees that it will have no rights in any products or services created or sold by Clarivate or its affiliates that use
Collected Data.
6. Early termination.Client may terminate this Agreement at anytime during the Initial Term effective as of the date of the next
annual anniversary of the term if Client's budget(funding) is eliminated and Client provides written evidence of the elimination of
Client's budget(funding),such evidence to be in the form and substance reasonably requested by Clarivate.
7. Modules.Your purchase and use of additional modules,tools or other applications from us with the Software are subject to the
same terms as the Software.
Vega,Innovative Mobile,Innovative Phone Alerts or Software-as-a-Service
1. License.We will provide you with subscription access via avvebsitetoour Integrated Library System solution known as"Vega"
Client and,where applicable, its Authorized Users may access and use Vega (including any client configurations) (i)only for the
management of the library and for servicing its patrons(including permitting Authorized Users to search library catalogues),and not
on an outsourced basis,as a service bureau,for resale,or similarly on behalf of or for the direct or indirect benefit of third parties,
and (ii)only in accordance with the other terms of this Agreement.
2. New Releases.The license granted to you pursuant to this Agreement will include,at no additional cost,a license to use all new
scheduled major releases,service pack releases,and hot fixes of the software offered generally by Clarivate to its clients during the
term of this Agreement(collectively, "New Releases"). "New Releases"do not include new or additional modules,applications or
other software now or hereafter offered by Clarivate,each of which require a separate license and payment of additional license
fees.Additional fees may be required for implementation of New Releases.
].Aggregated Data. |n addition to the rights set forth in the Terms,we may use your Content and otherwise collect information
re|atedtoyouruseofourproducttocreateanduseaggregate, non-identifyingandanonymizeddata ("Co||ectedData''). C|ient
acknowledges and agrees that it will have no rights in any products or services created or sold by Clarivate or its affiliates that use
Collected Data.
4.Authorized Users. Patrons fall within the number of Authorized Users on your Order Form.
5. Early termination.Client may terminate this Agreement at any time during the Initial Term effective as of the date of the next
annual anniversary of the term if Client's budget(funding) is eliminated and Client provides written evidence of the elimination of
Client's budget(funding),such evidence to be in the form and substance reasonably requested by Clarivate.
Page 2of2O
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Thisdocumentoudinesour3ofuwaresuppoo, main/enanceandsemiceavai|abi|i/yforthefoUmwingpmduc/s(^CoveredPmducts^):
Polaris,Siarra,Mi||enn|Um'NrtUa'or|NN-ReachorSubacrptionandParpetua| Ucanses
Support
Requesting support. Support includes issue analysis,support case management, prioritization of issues,tracking and investigation of
issues and explanation of error messages.You must provide us with the information we need to resolve your problem.This includes
relevant contact information,details about the problem,error messages, user IDs,and any other necessary information. If you have
problems using our software,your designated administrators can contact us during normal hours.Your administrator will be provided an
internal portal to report issues and review their status.
SupportAccess If you host your own Software,you must provide us direct network internet access to the Software, including any
firewalls.We require such access to correct Software bugs and carry out modifications of the Software for the purpose of maintaining the
Software.
New Releases. Unless you have purchased our Hosting Services,additional fees at Clarivate's then-prevailing professional service rates
will apply for implementation of New Releases.
Response. We will use commercially reasonable efforts to meet the service level objectives stated below.Target response times to
confirm receipt and begin troubleshoot and diagnosis of the problem are below. Resolution times cannot be guaranteed,although we
undertake every effort to resolve your issues as soon aspossible.
Priority Response Criteria
Severity 1 Business hour A major component of the software is in a non-responsive state and
severely affects library productivity oroperations.A high impact problem
that affects the entire library system.Widespread system availability,
production system is down
Severity 4 Business hours Any component failure or loss of functionality not covered in Severity 1
that is hindering operations, such as, but not limited to:excessively slow
response time,functionality degradation; error messages; backup
problems; or issues affecting the use of the module or the data
Severity 2 Business Days An issue(other than a Severity 1 or 2)which (a) has no direct and
material impact on business processes' (b) has an impact only on a
segment of users, or(d does not yet disrupt time-critical business
processes.
Severity as promptly asis Non-performance related incidents, including:general questions,
reasonably practical requests for information, documentation questions, enhancement
requests.These will be logged but no immediate action will betaken. We
will generally monitor the situation but will not be obliged to provide any
solution.
Escalation Path. If you do not receive a response within the timeframe designated above, please reach out to your Account Manager.
Hosting Services
The following terms apply to the extent you have purchased hosting services from C|arivate for one or more of the Covered
Products.
Page 3of2O
Clarivate"
Service availability
We endeavor to ensure 99.9% availability of our software and make commercially reasonable efforts to schedule maintenance and
system upgrades during the weekends or outside regular business hours(i.e.after regular end of business Pacific Time and before start
of business Eastern Time)with reasonable notice.Availability is calculated by dividing the number of minutes the software was available
during the Measured Period by the total sum of the minutes in the Measured Period less any Excluded Downtime.
For the purposes of this calculation, (i) the Measured Period is a calendar year and (ii) the Excluded Downtime includes scheduled
downtime for system maintenance and release updates,as well as any service unavailability attributable to your breach, any actions or
omissions by you or your users, causes beyond our control,or separate instances of unavailability of less than 5 (five) minutes duration
each, provided such instances are not of a persistent nature.
If availability falls below 99.9% in a month for three consecutive months, you will be entitled to a credit equal to the prorated amount
of the fees for hosting services for anytime during such three-month period in which the software was unavailable(other than Excluded
Downtime). This credit will be your exclusive remedy for such unavailability.
SecUrity Controls
We take reasonable and appropriate administrative,technical and physical measures to protect the confidentiality, integrity and
availability of your data; however, security and compliance is a shared responsibility between you and Clarivate. Our responsibilities
are described below.You should take into consideration any special configurations or third-party applications and your responsibilities
depending on any applicable laws and regulations.
The table below sets forth the features of our standard cloud-based hosting option. Premium support may be available for an
additional cost.
Feature Standard
24x7 network monitoring ✓
Dedicated production environment ✓
99.9% guaranteed infrastructure uptime ✓
Dedicated public IP address and custom URL ✓
Operating system installation and management ✓
Library software installation and upgrades ✓
Data backups Daily
Archive data backup retention 30 days
Network Systems Audit Logging.All firewall logon activity and password changes are logged, monitored, controlled and audited.All
intrusion detection and firewall log monitoring is done through services provided by Innovative and those pertinent log files and
configuration files are retained for ninety(90)days and can be made available upon request for audit and problem resolution, as may
be required.
Network Monitoring.All network systems and servers are monitored 24/7/365. We will monitor its systems for security breaches,
violations and suspicious (questionable)activity.This includes suspicious external activity(including,without limitation, unauthorized
probes, scans or break-in attempts)and suspicious internal activity(including,without limitation, unauthorized system administrator
access, unauthorized changes to its system or network,system or network misuse or program information theft or mishandling).
Innovative will notify Client as soon as reasonably possible of any known security breaches or suspicious activities involving Client's
production data or environment, including,without limitation, unauthorized access and service attacks,e.g., denial of service attacks.
Audit and Security Testing. Hosting Providers perform regular security audits and testing.You may not perform own audits of hosting
providers.
Information Security Auditing/Compliance. Our hosting providers undergo SOC 1/SOC 2 Type 2/ISO 27001 audits each year by
independent third-party audit firms. We offer hosting options in datacenters located in the United States, Canada, United Kingdom,
Ireland,Australia and the Asia-Pacific region, however,Clarivate reserves the right to increase, decrease and/or relocate its
datacenters at anytime.
Page 4 of 20
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Disclaimer
Support services do not include visits to your site,any services for third party equipment or software, problems stemming from achange
you made to the software,orconsulting semicesre|medtoc|ientspeciOcconOgumdonsorimp|emenmdon (suchasintemctionsbeuween
the software and your hardware, installations at your site,assistance with acceptance testing,client specific templates or reports,etc).
We have no obligation to correct any error resulting from a failure by you to implement a third-party software modification or update
recommended byus and provided to you mnocharge.
We are not responsible for downtime or any other failure to meet the availability requirement ifthe root cause of the disruption is
your breach of the agreement; (ii)your failure to use minimum recommended browser standards for access to and use of the software;
or(iii) outside of our control including, but not limited to,failures of hardware or software of upstream service providers or at your
location or improper use of the software.Any additional services which you may request and we may agree to perform will be billed on a
time and materials basis subject to our current applicable rates.
Changes tO Support Policy
This policy may be updated byus from time to time, in our sole discretion.
Page 6of2O
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Software Support,U �������� �����\�^���� /\\��� ^ U�� ��^ U ^�\� and^� Maintenance
~~�= " ~ �° = " `~ ~~~= �� ���� " ~/ Service " ^ , = " "= ~^ " " " ~ � = " "`°
This docu me nt out I in es our Software support, maintenance and service availabi I ity for Vega, Innovative Mobile,Innovative Phone
Alerts orSoftwaea*a-Senvice.
SUDDO[t
Reduest|nQsupport. Support includes issue analysis,support case management, prioritization of issues,tracking and investigation of
issues and explanation of error messages.You must provide us with the information we need to resolve your problem.This includes
relevant contact information,details about the problem,error messages, user IDs,and any other necessary information. If you have
problems using our software,your designated administrators can contact us during normal hours.Your administrator will be provided an
internal portal to report issues and review their status.
Response. We will use commercially reasonable efforts to meet the service level objectives stated below.Target response times to
confirm receipt and begin troubleshoot and diagnosis of the problem are below. Resolution times cannot be guaranteed,although we
undertake every effort to resolve your issues as soon aspossible.
Priority Response Criteria
Severity 1 Business hour A major component of the software is in a non-responsive state and
severely affects library productivity oroperations.A high impact problem
that affects the entire library system. Widespread system availability,
production system is down
Severity 4 Business hours Any component failure or loss of functionality not covered in Severity 1
that is hindering operations, such as, but not limited to:excessively slow
response time,functionality degradation; error messages; backup
problems; or issues affecting the use of the module or the data
Severity 2 Business Days An issue(other than a Severity 1 or 2)which (a) has no direct and
material impact on business processes' (b) has an impact only on a
segment of users, or(d does not yet disrupt time-critical business
processes.
Severity as promptly asis Non-performance related incidents, including:general questions,
reasonably practical requests for information, documentation questions, enhancement
requests.These will be logged but no immediate action will betaken. We
will generally monitor the situation but will not be obliged to provide any
solution.
Escalation Path. If you do not receive a response within the timeframe designated above, please reach out to your Account Manager.
Hosting Services
Service availability
We endeavor to ensure 99.596 availability of our software and make commercially reasonable efforts to schedule maintenance and
system upgrades during the weekends or outside regular business hours(i.e.after regular end of business PacificTime and before start
of business EasternTime)with reasonable notice.Availability is calculated bydividingthe numberof minutes the softwarewas available
during the Measured Period by the total sum of the minutes in the Measured Period less any Excluded Downtime.
For the purposes of this calculation, (i) the Measured Period is a calendar year and (ii) the Excluded Downtime includes scheduled
downtime for system maintenance and release updates'as well as any service unavailability attributable toyour breach' any actions or
omissions by you or your users, causes beyond our control,or separate instances of unavailability of less than 5 (five) minutes duration
each, provided such instances are not ofa persistent nature.
Page Gof2O
1',,,,,,v Clarivate"
If availability falls below 99.5% in a month for three consecutive months,you will be entitled to a credit equal to the prorated amount
of the fees for hosting services for any time during such three-month period in which the software was unavailable(other than Excluded
Downtime). This credit will be your exclusive remedy for such unavailability.
SecUrity Controls
We take reasonable and appropriate administrative,technical and physical measures to protect the confidentiality, integrity and
availability of your data; however, security and compliance is a shared responsibility between you and Clarivate. Our responsibilities,
including those managed by Clarivate hosting partners,are described below.You should take into consideration any special
configurations or third-party applications and your responsibilities depending on any applicable laws and regulations.
The table below sets forth the features of our standard cloud-based hosting option. Premium support may be available for an
additional cost.
Feature Standard
24x7 network monitoring ✓
Dedicated production environment ✓
99.5% guaranteed infrastructure uptime ✓
Dedicated public IP address and custom URL ✓
Operating system installation and management ✓
Library software installation and upgrades ✓
Data backups Dail
.Archive data backup retention 30 days
Network Systems Audit Logging.All network logon activity and password changes are logged, monitored, controlled and audited.All
intrusion detection and firewall log monitoring is done through services provided by the Hosting Provider.The pertinent log files and
configuration files related to customer's hosted solution are retained for seven days and can be made available upon request for audit
and problem resolution,as may be required.
Encryption. Encryption for data-in-transit is provided as a part of the Standard Plan.
Network Monitoring.All network systems and servers are monitored 24/7/365. We will monitor its systems for security breaches,
violations and suspicious activity.This includes suspicious external activity(including,without limitation, unauthorized probes, scans
or intrusion attempts)and suspicious internal activity(including,without limitation, unauthorized system administrator access,
unauthorized changes to its system or network, system or network misuse or program information theft or mishandling). Innovative
will notify Client as soon as reasonably possible of any known security breaches or suspicious activities involving Client's production
data or environment, including,without limitation, unauthorized access and service attacks,e.g.,denial of service attacks.
Physical Security.The physical infrastructure used to support the product (and other professional services purchased by you from
Clarivate, as applicable), including the servers,storage, switches, and firewalls,are provided by the hosting provider.The hosting
provider limits access to only authorized personnel,and badge and/or biometric scanning controls access. Security cameras placed in
the hosting facilities provide video surveillance.
Audit and Security Testing. Hosting providers perform regular security audits and testing.You may not perform own audits of hosting
providers.
Security Assessments. Client may perform vendor due diligence reviews of Innovative's security best practices. Innovative undergoes
annual audits by independent firms and will share its security certifications,and audit reports under Non-Disclosure, as requested by
Client.
Information Security Auditing/Compliance. Our hosting providers undergo SOC 1/SOC 2 Type 2/ISO 27001 audits each year by
independent third-party audit firms.We also hold the internationally-recognized ISO 27001:2013 standard for its information security
management system supporting the hosting solutions. We partner with hosting providers who are designed to satisfy requirements of
most security sensitive customers with constant monitoring, high automation, high availability,and highly accredited to global security
standards, including: PCI DSS Level 1, ISO 27001, FISMA Moderate, Fed RAMP, HIPAA, and SOC 1(formerly referred to as SAS 70 and/or
Page 7 of 20
Glar;vateTM
SSAE 16)and SOC 2.We offer hosting options in datacenters located in the United States, Canada, United Kingdom, Ireland,Australia
and the Asia-Pacific region, however, Clarivate reserves the right to increase,decrease and/or relocate its datacenters at anytime.
Your responsibility. Client remains responsible for properly implementing access and use controls and configuring certain features and
functionalities of the software that Client may elect to use in the manner that Client deems adequate to maintain appropriate
security, protection, deletion, and backup of its data.
Disclaimer
Support services do not include visits to your site,any services for third party equipment or software, problems stemming from a change
you made to the software,or consulting services related to client specific configurations or implementation (such as interactions between
the software and your hardware, installations at your site,assistance with acceptance testing,client specific templates or reports,etc).
We have no obligation to correct any error resulting from a failure by you to implement a third-party software modification or update
recommended by us and provided to you at no charge.
We are not responsible for downtime or any other failure to meet the availability requirement if the root cause of the disruption is(i)
your breach of the agreement; (ii)your failure to use minimum recommended browser standards for access to and use of the software;
or(iii) outside of our control including, but not limited to,failures of hardware or software of upstream service providers or at your
location or improper use of the software.Any additional services which you may request and we may agree to perform will be billed on a
time and materials basis subject to our current applicable rates.
Changes to Support Policy
This policy may be updated by us from time to time, in our sole discretion.
Page 8 of 20
to i n tii a i ve Pricing Exhibit
Part f Cladvato, Page 1 of
Date 6/12/2024
Quote# EST-INC17434
Innovative Interfaces Incorporated
789 E.Eisenhower Parkway PaymentTerms Net 30
Ann Arbor MI 48108 Overall Contract Term(Months) 36
United States Contract Start Date
Contract End Date
Sales Rep Kristie Glascock
Site Code MONR1643
Expires 7/31/2024
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
USD
r
l
r �
l i 1 1 ;
r�/;;�;;�»»»»»»»»»»»»»»»»»��;;�/����;�;�;,,, ;�; ����i�����;i��1��1111111���11111111
Library �u�scnp�on � � The rary 1:_-x perience���lec u n�le
Experience w/Vega Promote Web includes the
Select w/Vega Polaris ILS,Unlimited Polaris Staff
Promote Web Licenses,Unlimited SIP2 Licenses for
Single for Polaris Polaris,Polaris ZMARC Auto Authority,
Hosting for Polaris,Vega Discover
Premium,Innovative Mobile with Self
Check Out and consortia templates
(limited number included),Vega
Promote(limited number of
environments included),a Polaris
Reporting Server,a Polaris
Test/Training Server and Vega
Promote Web(limited number of sites
included).
Polaris ILS:Polaris is an integrated
library system solution to manage
physical and electronic resources and
library patron accounts,combining
library operational workflows with
open architecture.Polaris includes
Cataloging,Circulation,Acquisitions,
Serials,ILL,Export Express,Simply
Reports,Self-Check,Patron-Facing
eCommerce,eContent Integration,
Outreach,Community Profiles,Classic
Collection Agency,Staff-Facing
eCommerce,Integration with 3rd Party
Vendors,&RESTful APIs),standard
Language Packs(English,Spanish,
French Canadian),Client Deployment
Tool,and RFID Integration.
Polaris Hosting:Hosting environment
for Polaris in production enables
libraries to eliminate the overhead of
maintaining an on premise server for
Polaris ILS When Polaris is hosted,
Innovative takes responsibility for
release upgrades,backups,and
system/environment maintenance&
security updates. Includes Terminal
services,PAC services,Reporting
services,Screwdriver services.
Unlimited Staff licenses for Polaris:
The Polaris Staff Client is licensed
software that allows the end user to
access all of the Polaris functionality
based on the permissions that are set
in System Administration.This
includes Circulation,Patron Services,
Cataloging,Acquisitions,Serials,
Utilities and System Admin.A
separate staff user license is required
for each concurrent connection made
from a staff client to the Polaris ILS
server,including from Polaris Web
Application(aka Leap).
Polaris ZMARC Auto Authority:
Subscription to Polaris ZMARC
includes regular update files of MARC
bibliographic records,including for
Audio-Visual materials.
P.age..,9,of,2�1......... .....
'Ill",10'110
"° n ova ve Pricing Exhibit
Part of Clan'vate Page 2 of 2
Date 6/12/2024
Quote# EST-INC17434
Innovative Interfaces Incorporated
789 E.Eisenhower Parkway
Ann Arbor MI 48108
United States
iir/n rr1/Imr! ,-unrr / l i/rrv//rJ o/r /v.Joi ./r/ /lii,rr rr r rr rr r r r rr r r./ rri r r rl r /r !, / r //rrr !rr cr rrJr l,ir r r r rr r / r
r 1 f
/f r � /d�r,ii2ilail/iJi///////����������� iaa//,vrlrr�irJJrirlrrlydirr irooJli;;;7i�i�iiia �� /aa/rrJirJia
Polaris Reporting Server:Additional
cloud hosting environment for Polaris
Reports only-to support dedicated
capacity for staff reporting purposes.
Polaris Test/Training Server:Additional
cloud hosting environment for Polaris
ILS Training or Test system-to
support dedicated capacity for training
or testing.
Unlimited SIP2 Licenses:Enables the
library to integrate an unlimited
number of devices with Polaris using
SIP2.SIP2 is required for any 3rd
party hardware connecting to Polaris
for the purpose of Polaris transactions
e.g.3rd Party self-checkout,sorters,
etc.
Vega Discover Premium:Discovery
offering for patrons to uncover content
and explore new titles and resources
with interconnected search,context
engine(linked data model),roll-ups,
showcases,collection sites for custom
scoping,advanced configurations and
customizations,themed catalogs,
Guides and adherence to accessibility
standards.Syndetics Unbound
subscription included.
Vega Promote:Provides marketing
automation for targeted email
engagement,promotions and
marketing campaigns
Vega Promote Web:Provides a fully
hosted web site design and
management solution.
Innovative Mobile with Self Check Out:
Mobile library application designed to
extend the walls of your library through
advanced capabilities such as
discovery,patron account
access,"Click and Collect"which
allows patrons to reserve items and
then be notified when it's time to pick
up and Self-Check out with RFID or
barcode for the Innovative mobile app.
Includes additional SIP2 licenses
required for the implementation.
Skyriver License-Term 1 Current SkyRiver Bibliographic Utility 5,359.6 5,359.60 5,359.60 t
Subscription
FirstYearTotal US$87,639.69
Page 10 of 20
'Ill",10'110
"° n ova ve Pricing Exhibit
Part f i ,t
Date 6/12/2024
Quote# EST-INC17435
Innovative Interfaces Incorporated
789 E.Eisenhower Parkway Payment Terms Net 30
Ann Arbor MI 48108 Sales Rep Kristie Glascock
United States Technical Contact CU5019 Monroe County Public Libr...
Site Code MONR1643
Expires 7/312024
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
USD
NK i i iirrlloollorrl 1 »a o�ciiri�iaoi a rrrrrrrr o iiiiaaii aio ii rr it✓io o�iioiilri iir rrfJ ri rir i i ri ii
I,
r
f
f
Innovative Mobile Services 1 Innovative Mobile is a mobile library 5,000 5,000.00 5,000.00
App application designed to extend the walls
Implementation of your library through advanced
capabilities such as discovery,patron
account access,and"Click and Collect"
which allows patrons to reserve items and
then be notified when it's time to pick up.
Promote Web Services 1 One-time implementation ofwebsite 20,000 20,000.00 20,000.00
Implementation creation.
Upgrade to Vega Services 1 Upgrade from Vega Discover to Vega 5,000 5,000.00 5,000.00
Discover Premium Discover Premium
, r
Total Fees US$30,000.00
Page 11 of 20
Glar;vateTM
Statement of Work
This Statement of Work (the "SOW')dated June 17, 2024, is entered into pursuant to the Order Form between Monroe
County Public Library ("Client") and Innovative Interfaces Incorporated ("Innovative") effective as of June 17, 2024 (the
"Agreement"). Innovative and Client may each be referred to as "Party" from time to time or collectively as "Parties".
A. Purpose of this Statement of Work
The SOW provides an overview of the scope of the project and fees to complete the engagement based on
Innovative's 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 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:
1. Vega Premium Upgrade
Implementation duration is expected to be 12 weeks from commencement of work. If the Client would
like to extend the Implementation timeline beyond the agreed upon duration, negotiation regarding the
extended schedule and related costs will be conducted.
a) Innovative will install upgrades from an existing Vega Discover software, to Vega Discover Premium software.
Specified work includes, where necessary:
1) Project management
2) Requirements consultation between Client and Innovative
3) Installation and configuration of the purchased software modules on a single production
environment.
4) Enablement and configuration of the purchased software modules on a single production
environment
5) Minimum scope of service to include:
• Association of the Vega guides functionality to the Client's Vega Discover environment
• Product Overview
• Access to recorded training sessions, and other online resources
• Consultation on Best Practices
• Publishing of 1st Guide
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-specified maintenance windows, as agreed upon
in advance between the Client and Innovative.
Any requested work, outside of the specifications listed above, will be quoted at an additional cost, and
written approval must be provided by the Client before work can proceed.
Page 12 of 20
Glar;vateTM
C. Innovative Services Team
The Services Team will have the following resources available for this project:
1. Project Manager: Project Managers have years of project management experience and have implemented library
systems for many libraries.
2. System Engineer: System Engineers work with the Client on ILS setup and configuration as well as installations,
network connections, and infrastructure configuration.
3. Trainer/Consultant: Trainers work with the Client to ensure an understanding of the configuration and use of the
software
D. Client Implementation Team
1. Technical Lead: Will be responsible for assisting with Client responsibilities related to the installation and any other
system level duties required by Client.
E. Implementation Assumptions
1. Client's production ILS environment must be running the current General Availability("GA")version of the software,
or later.
2. Client will have adequate resources available to ensure timely completion of any library tasks outlined in the project
schedule.
3. Client will provide a technical point of contact who is able to provide,or coordinate access to, necessary information
and Client resources. This includes information related to server access, collecting and providing any prerequisite
information required to support installation and configuration of software, and other needs that may arise during the
project.
F. Fees and Payment Terms
Fees for Services delivered under this SOW will be charged on a fixed price basis as set forth in the attached Pricing
Exhibit herewith and are made in good faith based on the activities, approach, and assumptions contained within the
SOW. Payment terms for this SOW are as set forth in the Agreement.Any additional Change Requests will be performed
at a blended rate of$200 per hour for all resources. Additionally, Client is responsible for all reasonable out-of-pocket
costs and expenses incurred during this SOW.
Page 13 of 20
Glar;vateTM
Statement of Work
This Statement of Work (the "SOW') dated June 17, 2024, is entered into pursuant to the Order Form between
Monroe County Public Library("Client") and Innovative Interfaces Incorporated ("Innovative") effective as of June
17, 2024 (the "Agreement"). Innovative and Client may each be referred to as "Party" from time to time or
collectively as "Parties".
A. Purpose of this Statement of Work
The SOW provides an overview of the scope of the project and fees to complete the engagement based on
Innovative's prior experience with similar projects and preliminary discussions with the 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 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:
1. MILESTONE 1: DISCOVERY& CONCEPT
a) Consulting & Project Management
Consulting services includes overall project management,client communication such as email correspondence,
conference calls, goal analysis and meetings.
1) Deliverables: Bi-Weekly Meeting +weekly updates
2) Project management and oversite
3) Expectations: Client will appoint a point person and bring in various stakeholders depending on meeting
topic
b) Discovery
The audit allows Innovative to work with the Client's team to assess strategic goals, resources, and examine
the tools needed to streamline workflows.The audit sets the baseline and structure for the relationship. It allows
Innovative to have a clear picture of the Client's communication, data and technical needs and identify where
digital organizing meets membership engagement and expansion.
1) Discovery
The discovery process will include a review of the Client's current website, available analytics,
and audience types for the site.
2) Strategic Consulting
Innovative will provide 4 hours of strategic consulting for site restructure (over 4 sessions)
3) Sitemap
The Client will be asked to complete a working sitemap to be used throughout design and development.
Innovative will provide the Client with access to a digital site map or a spreadsheet template to use for
this purpose. Innovative will review the page hierarchy and the kinds of content as well as the functionality
of each page before starting design and development.
4) Wireframe
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Innovative will create a wireframe of the homepage, based on Client's template selection, to create a visual
blueprint with the Client's brand and color palette and to confirm the flow of content on the page, think
through user experience and serve as a foundation for the full site design.
END OF MILESTONE 1: Delivery of"Discovery" Documentation
2. MILESTONE 2: DESIGN & DEVELOPMENT
a) Site Setup&Themed Website Template
Innovative will provide a website template that includes headers and footers, re-usable page layouts (see list
below)to be used across the site, a wide variety of pre-designed page sections, content components, images
and navigation elements that can be placed on any page and match the template design. Client will choose
from a selection of templates which will be modified to reflect Client's brand, color palette selection, logo and
provided style configuration options.
Page Layouts provided:
• Homepage
• Event and Event Landing Page
• Showcase Page
• Locations Page
• Member Details Page and Sub Pages
• Single Feature Page
• General Content Page
• About Page with Staff Profile Sub-Page
• News/Blog Page
• How To/ FAQ Page
b) Build and populate content for home page
c) Create site navigation and all pages with selected layout, elements and components (without content)
d) Innovative Product Integration Content Components
Innovative will provide integrations between Innovative solutions and the website through configurable
components that can be placed on any page or header. Integrations include the following:
• Member login/authentication for Polaris and Vega Discover
• Patron Account Details, Checkouts, Holds, Fines, Events
• Vega Discover Search with passthrough to Vega Discover
• Vega Discover Showcases
• Vega Program
e) Asset Prep: Selection of images and artwork.
END OF MILESTONE 2: Delivery of"Design & Development"
3. MILESTONE 3: CONTENT POPULATION
a) Site Setup and Content Transfer
1) Innovative will setup all integration connections
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2) Innovative will populate or transfer content for up to 20 main pages and sections using the agreed upon
sitemap from the discovery process. Innovative will migrate content from the existing site or other approved
repository. Customer is responsible for all assets including content and imagery (except when selected
from the included image library),along with brand guidelines, logos,etc.This scope of work does not include
content development or copy writing.
3) Innovative will provide an additional 10 hours of content population for sub-pages.
END OF MILESTONE 3: Delivery of"Staging Link"
4. TESTING & SITE LAUNCH
Innovative will check the entire website to make sure it is operating as expected. Innovative will work during this
phase to make minor adjustments to the display and tie together functionality.
Prior to launch,the Client will be provided with a detailed checklist to review before approving site launch. Innovative
will work with the Client to connect the domain name to the new website and hosting.
a) Training & Handoff
3 hours of team training and handoff for website and content control. Includes documentation geared towards
specific staff roles.
END OF MILESTONE 4: Site Launch
C. Project Schedule and Milestones:
Innovative will include bi-weekly virtual check-ins between the Project Lead, Project Facilitator and technical
support as needed. Depending on the scheduled projects, Innovative may ask additional team members to
participate in check-ins. Between meetings, correspondence will primarily be performed via email, and phone
calls. Work will normally occur between the hours of 9 to 6 on weekdays; however Innovative team members
will be available for emergency support.
Additionally, Innovative will use the Project Management tool `Monday' to help keep track of milestones,
updates, tasks + subtasks. The Client will have front facing access to the shared project to keep track of the
workload, timelines, and progress, in addition to a shared space for assets, notes, and questions.
The table below outlines the work process phases, milestones, due dates, deliverables, and fees needed to
complete this project. This four-phase process begins at the concept phase where everything is planned,
then the design and development phase where look and feel (artwork) is produced and the content population
phase where the design is given life, and finally the testing phase where everything is thoroughly tested and
reviewed. This process is designed to ensure project efficiency and the Client's complete satisfaction.
"Please note: Innovative will require 24-48 hour feedback on designs and questions that impact design and
development. In instances where complex workflow approvals are required, delays in feedback and
communication may delay milestones. Based on experience from previous projects, delays in workflow
approvals will often set deliverables back from between 1-3 months over the course of the entire project. The
timeline below can be accelerated if agreed that quicker turnaround of assets and approvals is possible.
Work Process Phase Description Deliverable Timeline
Discovery Review of all current branding materials, Brand and Interview Weeks 1-
community credibility, planned Overview Notes 2
discussions with key team members, and
review of successful engagement
patterns.
Strategic Consulting & Development of document that details Action Plan, Feature Week 3
Sitemap results site restructure discussions and Overview, Sitemap
joint creation of site map.
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Wireframes Template selection and blueprint of Wireframe Weeks 4-
desktop, tablet, and mobile views of 5
website to outline structure, feature
placement and flow.
Page Layouts, Home Production of all page layouts, home Homepage Design, Page Weeks 6-
Page & Site page design and content population, and Layouts and 7
Navigation/ Structure site header/footer Header/Footer
Innovative Product Setup integration between Innovative Media Library Weeks 8-
Integration Products and Website components. 9
Components and Site Production of all pages on the site with
Pages navigation.
Content Population Import or population content for site. Staging Link Weeks
10-11
Testing In the testing phase, we check the entire n/a Weeks
website to make sure it is operating as 12-13
expected. Final QA testing, analytics
setup, server switch and domain transfer
Documentation + Team Training and Handoff for website ReadMe Documentation, Week 14
Training and content control. Includes Scheduled Trainings and
documentation geared towards specific Training Video Library
staff roles.
C. Innovative Services Team
The Services Team will have the following resources available for this project:
a. Account Manager—Consulting & Project Lead
b. Project Manager— Project Management
c. Designer—Design of Site Template, Page Layouts, Components and Elements
d. Developer— Integrations with Innovative solutions
D. Client Implementation Team
a. Project Lead — Primary project contact responsible for providing information, assets and approvals throughout
the project or ensuring others with these responsibilities are included.
b. Marketing /Brand Stakeholder— Providing branding guidelines, logos, imagery, or other approved assets and
ensuring site complies with library guidelines.
c. Systems Librarian—Assist with information, access to systems and API keys for Innovative solutions and
other integrations.
d. Content Stakeholders—Others who will be providing content for the website.
E. Implementation Assumptions
a. 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.
b. Client will have adequate resources available to ensure timely completion of any library tasks outlined in the
project schedule.
c. Client will provide a technical point of contact who is able to provide, or coordinate access to, necessary
information and library resources or other needs that may arise during the project.
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F. Fees and Payment Terms
Fees: For Services delivered under this SOW, Client will be charged on a fixed price of $20,000 U.S. Dollars (US
$20,000). Payment will be made according to the following table:
Milestone Payment
Project Start '/2 of Price
End of Milestone 4 '/2 of Price
Payment Terms: Payment terms for this SOW are as set forth in the Professional Services Agreement.
Any additional Change Requests or scope outside of what is covered in Section B will be performed at a
blended rate of$250 per hour for all resources. Additionally, Client is responsible for all reasonable out-of-
pocket costs and expenses incurred during this SOW. Pricing assumes that deliverables in this Statement
of Work are completed within six months or additional Services fees will apply.
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Statement of Work
This Statement of Work (the "SOW')dated June 17, 2024, is entered into pursuant to the Order Form between Monroe
County Public Library ("Client") and Innovative Interfaces Incorporated ("Innovative")effective as of June 17, 2024 (the
"Agreement"). Innovative and Client may each be referred to as "Party" from time to time or collectively as "Parties".
A. Purpose of this Statement of Work
The SOW provides an overview of the scope of the project and fees to complete the engagement based on Innovative's
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 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:
2. Innovative Mobile App Implementation
Innovative Services Team ("Services Team") will work with the Client to configure, install, and test a customized
Innovative Mobile application ("App")for the Client.
NOTE: Some services specified in this Statement of Work will be performed by third party vendor Solus ("Solus"),
including creation of customized App for Client, and publishing of App to specified online app stores.
Specified work includes:
a. Project management
b. Project kickoff between Services Team and Client
c. Creation and configuration of Client instance on Innovative Mobile Content Management System ("CMS")
for a single production environment
d. Custom App development
e. Publishing of App to Apple and/or Google app stores
f. Liaison with Solus
g. Post-implementation testing
h. Remediation of post-implementation issues found during testing
C. Services Team
The Services Team will have the following resources available for this project:
4. Project Manager: Responsible for coordination of schedule and App delivery with the Client, consultation on App
configuration requirements, and consultation on available App customization, and liaison with third party vendor
Solus as necessary.
5. System Engineer: Responsible for creation of Client configuration in the Innovative Mobile Content Management
System (CMS), and configuration of the ILS as required.
D. Client Implementation Team
2. Technical Lead: Will be responsible for assisting with Client responsibilities related to the installation and any other
system level duties required by Client, and coordinating/providing all Client responsibilities identified in
Implementation Assumptions.
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E. Implementation Assumptions
1. Client will have adequate resources available to ensure timely completion of any Client tasks outlined in the project
schedule.
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.
3. Client shall be responsible for:
a. Participating in project kickoff, and assisting in establishing project schedule
b. Providing images for App customization
c. Applying for Apple Developer account, and providing app publishing credentials to Innovative Services
team
d. Providing Services Team with required profile and configuration information, in an App configuration
questionnaire and App configuration spreadsheet to be provided by Services Team.
e. Testing App download from Apple and Google app stores, and testing App for proper appearance,
functionality, and configuration
4. Client must establish an Apple Developer Program account in order for Innovative to publish app to Apple store.
This account will be used by Innovative for publishing the Client's iOS app to the Apple store. This account must
be maintained throughout the duration of the Client's Innovative Mobile contract. If Client does not establish an
Apple Developer Program account, Innovative will no longer be responsible for publishing the app to the Apple
store.
5. Client Implementation will be determined to be live upon the earlier of acceptance or 2 weeks of the app in the
test flight environment.
F. Fees and Payment Terms
Fees for Services delivered under this SOW will be charged on a fixed price basis as set forth in the attached Pricing
Exhibit herewith and are made in good faith based on the activities, approach, and assumptions contained within the
SOW. Payment terms for this SOW are as set forth in the Agreement.Any additional Change Requests will be performed
at a blended rate of$200 per hour for all resources. Additionally, Client is responsible for all reasonable out-of-pocket
costs and expenses incurred during this SOW. Pricing assumes that deliverables in this Statement of Work are
completed within six months or additional Services fees will apply.
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