HomeMy WebLinkAboutItem C29 BOARD OF COUNTY COMMISSIONERS
COUNTY of MONROE Mayor Michelle Lincoln,District 2
The Florida. Keys Mayor Pro Tem David Rice,District 4
p Craig Cates,District I
James K. Scholl,District 3
- Holly Merrill Raschein,District 5
Regular Meeting
July 15, 2026
Agenda Item Number: C29
26-32326
BULK ITEM: Yes DEPARTMENT: Library System
TIME APPROXIMATE: STAFF CONTACT: Anne L. Rice
AGENDA ITEM WORDING:
Approval of Seventh Amendment to Agreement with Innovative Interfaces, Inc. ("Clarivate") to
deliver 10 hours of online training for $3,000.00 in FY26 payable from fund 001_62023 SC_00085.
ITEM BACKGROUND:
Monroe County Public Library system contracts with Clarivate for its integrated library system with
the initial Agreement entered into in March 2010. This Seventh Amendment procures 10 hours of
customized, online training for library staff on software functionality. This is a one-time service for
$3,000.00 funded from library general funds.
PREVIOUS RELEVANT BOCC ACTION:
08/21/2024 - BOCC approved an amendment for purchase of enhancements to customer interfaces
and communications. The total cost for implementation and training was $30,000.00 paid from
Library's State Aid Grant and the Smatlak Trust fund. (BOCC Agenda Item C8)
01/08/2023 - BOCC approved an 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 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:
Yes
CONTRACT/AGREEMENT CHANGES:
Seventh Amendment for 10 hours of customized online training for staff.
STAFF RECOMMENDATION:
Staff requests approval.
DOCUMENTATION:
FINANCIAL IMPACT:
Effective Date: 07/15/2026
Expiration Date:
Total Dollar Value of Contract: $3,000.00
Total Cost to County: $3,000.00
Current Year Portion: $3,000.00
Budgeted: Yes
Source of Funds:
CPI:
Indirect Costs:
Estimated Ongoing Costs Not Included in above dollar amounts:
Revenue Producing: No If yes, amount:
Grant: No
County Match: No
SEVENTH AMENDMENT TO AGREEMENT
This SEVENTH AMENDMENT is made and entered into this 15th day of July,2026,(the
"Effective Date"), by and between Innovative Interfaces Incorporated ("Clarivate"), 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 Clarivate,by assumption and agreement,are parties to the Polaris
Integrated Library Systems Contract for Hosted Services effective March 1, 2010 (the
"Agreement"); and
WHEREAS, the cumulative contract value of the Agreement currently exceeds
$100,000.00, subjecting future purchases thereunder to Monroe County Board of County
Commissioners ("BOCC") approval; and
WHEREAS, Client now desires to purchase additional software support services under
the Agreement and to update the terms and conditions of the Agreement to comply with Florida
Law and Monroe County Code; and
WHEREAS, the Parties desire to amend the Agreement as set forth in this Seventh
Amendment-, and
NOW, THEREFORE, for good and valuable consideration and intending to be legally
bound hereby, the Parties hereby agree as follows:
I. Software Support Services. Client agrees to purchase frorn Clarivate online
training described in Exhibit 1,attached hereto and made a part hereof, for $3,000.00.
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 Seventh Amendment, Exhibit 1, and the Agreement, as amended, the terms of
this Seventh Amendment will control.
IN WITNESS WHEREOF, the parties hereto have caused their duly authorized
representatives to enter 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 Incorporated("Clarivate")
Signed by.
Print Name: Tim McGee
Title: VP, Sales Operations
MONROE COUNTY ATTORNEY
APPROVED S TO
ANA W TER
ASST.COUNTY ATTORNEY
EXHIBIT I
Additional Software
[APPROVED SUBSCRIPTION SOFTWARE PRICING EXHIBITS FOLLOW THIS PAGE)
Clarivate
Innovative Interfaces Incorporated("Clarivate")
789 E.Eisenhower Parkway
Ann Arbor, MI 48108
Order Form:
,��..s� nin this Order Form("Order') agree to order the Services and/or license the Products subject tAgreement. ....
�y � � �;' )y � bject to the
described below and you certify that you are authorized to enter into this Agreement on behalf of the Client effective as of the
date of the last signature below.
Client: Monroe County Public Library FL
Authorization by Client: Authorization by:Innovative Interfaces Incorporated
Signature: Signature: �;,�
Duly Authorized Signature
Name: Name: Tim McGee
Title: Title: VP,Sales Operations
Date Signed. Date Signed: June 2,2026
Q-00886847
Services(One Time);
Online Training Online Training
4
(Subs Service)
Start Date for new product(s) being purchased will commence when Customer first uses the Software Product for
commercial or production purposes,and if a Product bundle is being purchased which includes an ILS(i.e. Sierra
or Polaris),the first use of the ILS for commercial or production purposes will be the effective Start Date for all
products included in that Product bundle.
Statement of Work is attached for Services Orders.
if applicable,fees will be co-termed to align your billing to the same term.
English-Innovative Order Form(Rev.7/31/2024) Page 1 of 2
For annually recurring products it will auto renew for consecutive 12-month terms following the expiration of the
overall contract term as set out above("Initial Term")unless either party provides at least ninety(90)days' notice
of nonrenewal before the end of the then current term.Annual subsc6ption fees may be increased each calendar
year by up to 5%. 7
GOVERNING LAW State of Florida
GOVERNING TERMS:The existing Agreement and those terms referenced on Order(s)will govern.Where there is no
existing Agreement,the Clarivate Terms and the applicable Prod ucts/Service Terms availab e at
htt2L.LLclarivate.com le al-center Lterms.-of-business and any terms referenced on this Order will apply.Terms
7
detailed within this Order will control in the event of a conflict.
................... .......................
Online Training-10 hours
Sys Admin 3hrs
Cataloging Refresher 3hrs 7
Leap Searching 2hrs
CirclPatron Refresher(Leap only)2hrs
The pricing offered by Clarivate herein expires 30 days from date of issue,and based on the assumption that if
accepted by Client,contracts will be executed within this 30-day period.
--------------------------------------------------------------------- ---------------
Legal Notice Information
Client Entity:Monroe County Public Library FL
Client Legal Address-,700 Fleming St Key West FL United States 33040-6897
----------
1:0
Monroe County Public Library Fill onrrae County Public Library FL
700 Fleming St Key West FL United States 33040-6897Fleming St Key West FL United States 33040-6897
---S----7M__----2L-------
Electronic Invoice Parininni-k RenewaiRe lent s
----------------------------------------------------------------------------------
If your subscribing institution requires the use of Purchase Tax Registration Number#
Orders,please indicate below. If tax exempt,please indude copy of supporting
Purchase Order# documentation with signed agreement or email a copy to
Billing Information Notes
----------------------------------------------
Invoices will be emailed to the bill to-contact and renew me
ld ill
be ernailed to the ship-to-contact.If your institution is unable
to accept electronic invoices,please check this box:
English-Innovative Order i(Rev,7/31/2024) Page 2 of 2
Statement of Work
Client: Monroe County Public Library
Quote ID:0-00886847
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. Online Training—Ten(10)hours
Innovative will provide online training on topics as follows:
• System Administration
• Cataloging
• LEAP
• Circulation
C. Innovative Services Team
The Services Team will have the following resources available:
1. Trainer/Consultant: Your trainer/consultant is selected based on their knowledge of the
specific modules and options that you will be implementing.
D. Client Implementation Team
1. Librarian Lead—Works closely with Trainer/Consultant to ensure requirements are
representative of the needs of the library.The Librarian Lead will coordinate with key
members of the team as required.
E. Implementation Assumptions
1. 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.
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 library 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.
4. If commencement of service delivery is postponed at the customers request until a date
more than 2(two)months after receipt of the customer's purchase order,the customer
will be invoiced the full amount of the purchase order on the date 2(two) months after the
purchase order date, in advance of service delivery.
5. Training must be scheduled within twelve months of contract signing.
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.
AACORD/ {�' Page 1 of 1
'4.... O R L../ DATE(MMIDONYYY)
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PRODUCER CONTACT jiT4J Certificate Center
NAME:
Willis Towers Watson Insurance Services Beat, Inc- PHONE 1-677-945�?376 FAX 1-Bee-467-2379
c/o 26 Century Blvd A/C Na:
P.O. Box 305191 ADOREESS; certificatwsBwtwco.com
Nashville, TH 3/2305191 USA INSURERS AFFORDING COVERAGE NAIC k
INSURER A: American Guarantee and Liability Insurance 26247
INSURED INSURERS: Zurich American Insurance Company 16535
Clarivate Plc
709 Z. Eisenhower Parkway tNSURERC; American Zurich Insurance Company 40142
Ann Arbor, kr 481.08 INSURER0: Axis specialty 8urope SE C1783
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AND EMPLOYERS"LIABILITY ,VAT T R
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OFFICEWMEMBEREXCLUOEO? No N/A RC 9883103 - 01 12/01/2025 12/01/2026
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0 Technology B40 50483P26 06/01/2026 05/31/2027 Per Claim $5,000,000
Cyb*r Security L Privacy Liao Per Claim $5,000,000
Media Liability Per Claim $5,000,000
DESCRIPTION OF OPERATK)NS 1 LOCATIONS/VEHICLES(ACORD 101.,Additional Remarks Schadule,.may be attached 4I more space Is require!)
BY
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WAIYBFi WA__Y ,__
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THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
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