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Agenda 01/28/2014 Item #16D 3n /� 1/2812014 16.D.3. EXECUTIVE SUMMARY Recommendation to approve an annual Maintenance Agreement with Innovative Interfaces, Inc. for Sierra software for library system operations support, request that the Board waive the formal competitive threshold pursuant to Ord. No. 13-69, Section 9(B)(2), and authorize the Chairman to sign the County Attorney approved agreement. OBJECTIVE: Approve a Maintenance Agreement with Innovative Interfaces, Inc. for integrated library services maintenance for services delivered to the public. CONSIDERATIONS: The purchase and contract for an integrated library system (ILS) from Innovative Interfaces, Inc., (III) was approved by the Board on July 26, 2005 (Item #16D.12, RFP 05- 3781). Subsequently, the Board approved purchase of the Sierra upgrade at their October 11, 2011 meeting (Item 416D.2.), to provide a more standard interface for staff use in providing public services. This software supports the core functions of the Library, such as circulation, cataloging, interlibrary loan, etc., and is essential for the Library. This maintenance is critical in that it includes enhancements and improvements to current software, unlimited functionality and hardware support, diagnoses and repair of any software and hardware issues, help desk services and on -line training. Innovative Interfaces, Inc., is the sole provider of software support to its products, including its Sierra software. Staff requests that the Board approve the waiver of the competitive threshold for the Maintenance Agreement pursuant to the Purchasing Ordinance No. 13 -69, Section 9: Formal Competitive Threshold, subsection D) through fiscal year 2018 as long as funds have been budgeted. The Purchasing Director certifies that it is in the County's best interest to continue using this service. FISCAL IMPACT: $53,604 is budgeted in cost center 001- 156100 for the FY14 Budget. GROWTH MANAGEMENT IMPACT: The maintenance agreement is necessary for the Library to manage the increases in data resulting from the increasing population of Collier County and to provide current and effective information to the residents. LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, is approved as to form and legality, and requires majority vote for approval. — JAK RECOMMENDATION: For the Board to approve an annual Maintenance Agreement with Innovative Interfaces, Inc. for Siena software, request that the Board waive the formal competitive threshold pursuant to Ord. No. 13-69, Section 9(B)(2), and authorize the Chairman to sign the County Attorney approved agreement. Prepared By: Marilyn Matthes, Library Director Packet Page -496- 1/28/2014 16.D.3. COLLIER COUNTY Board of County Commissioners Item Number: 16.16.D.16.D.3. Item Summary: Recommendation to approve an annual maintenance agreement with Innovative Interfaces, Inc. for Sierra software; and, authorize the Chairman to sign the County Attorney approved agreement. Meeting Date: 1/28/2014 Prepared By Name: TibbettsKaren Title: VALUE MISSING 12/26/2013 11:04:27 AM Submitted by Title: Director - Library,Library Name: MatthesMarilyn 12/26/2013 11:04:28 AM Approved By Name: MatthesMarilyn Title: Director - Library,Library Date: 1/2/2014 10:23:16 AM Name: AlonsoHailey Title: Operations Analyst, Public Service Division Date: 1/13/2014 9:33:20 AM Name: MarkiewiczJoanne Title: Manager - Purchasing Acquisition,Purchasing & Gene Date: 1/13/2014 1:15:05 PM Name: AlonsoHailey Title: Operations Analyst, Public Service Division Date: 1/13/2014 2:30:12 PM Packet Page -497- 1/28/2014 16.D.3. Name: JohnsonScott n Title: Purchasing Agent,Purchasing & General Services Date: 1/13/2014 2:58:00 PM Name: CummingsRhonda Title: Contracts Specialist,Purchasing & General Services Date: 1/15/2014 9:10:27 AM Name: CummingsRhonda Title: Contracts Specialist,Purchasing & General Services Date: 1/15/2014 9:10:35 AM Name: CamellSteve Title: Administrator - Public Services Date: 1/15/2014 12:43:12 PM Name: GreeneColleen Title: Assistant County Attorney,County Attorney Date: 1/16/2014 4:57:47 PM Name: KlatzkowJeff Title: County Attorney Date: 1/17/2014 3:03:33 PM n Name: FinnEd Title: Senior Budget Analyst, OMB Date: 1/17/2014 6:22:10 PM Name: DurhamTim Date: 1/21/2014 1:24:29 PM Packet Page -498- 1/28/2014 16.D.3. Collier County Public Library 2385 Orange Blossom Dr. Naples, FL 34109 12/19/2013 Innovative Interfaces is the sole supplier for all application software products running on the Sierra platform and related services. The Sierra product and related services cannot be purchased from any third party or supplier other than Innovative Interfaces, Inc. as the products are proprietary products, and require Innovative's knowledge and expertise to install and maintain. Also, Innovative Interfaces does not distribute its software through resellers or distributors. Cristina Fernandes Invoicing Specialist 5850 Shelimound Way I Emeryville, CA 94608 I 510.655.6200 1 www.iii.com Packet Page -499- Please Send Payment To INNOVATIVE INT 1/28/2014 16.D.3. P.O. BOX 7849 San Francisco, CA 941247849 T: 510.655.6200 F: 510.450.6350 FEIN 942553274 Page 1 of 1 Invoice Sold To Collier County Public Library Customer Number: 95 -CCPL Attn: Accounts Payable 3299 Tamiami TH. E. STE 700 Invoice Number: R2344764N Naples, FL 34112 -5749 Invoice Date: 12/9/2013 Confirm To: Merifyn Matures Customer P.O.: Ship VIA: Terms: 4500141578 CF 121912013 NET 30 Sales CD Desc iWon QuanBly Price Amount MLMX12 Annual SIERRA Maintenance TERM: February 2014 - January 2015 EA 12.000 In order to post payment promptly & correctly, please include INVOICE & CUSTOMER Numbers with payment Credit Card payments are subject to a 3.5% fee for any invoices over $2,000 Packet Page -500- 4,467.000 53,604.00 Net Invoice: �t. a m 0.00 Sales Tax: 0.00 Invoice Total: 53.804.00 10—.1 Please Send Payment To INNOVATIVE INT 1/28/2014 16.D.3. P.O. BOX 7849 San Francisco, CA 941247849 T: 510.655.6200 F: 510.450.6350 FEIN 942553274 Page 1 of 1 Invoice Sold To Collier County Public Library Customer Number: 95 -CCPL Attn: Accounts Payable 3299 Tamiami TH. E. STE 700 Invoice Number: R2344764N Naples, FL 34112 -5749 Invoice Date: 12/9/2013 Confirm To: Merifyn Matures Customer P.O.: Ship VIA: Terms: 4500141578 CF 121912013 NET 30 Sales CD Desc iWon QuanBly Price Amount MLMX12 Annual SIERRA Maintenance TERM: February 2014 - January 2015 EA 12.000 In order to post payment promptly & correctly, please include INVOICE & CUSTOMER Numbers with payment Credit Card payments are subject to a 3.5% fee for any invoices over $2,000 Packet Page -500- 4,467.000 53,604.00 Net Invoice: 53,604.00 Freight: 0.00 Sales Tax: 0.00 Invoice Total: 53.804.00 10—.1 AdrivUbStAls Servms Divow. pur N, 1/28/2014 16.D.3. Collier Count Waiver Request Requester Name: Usseth weschier Vendor Name: Innovative interfaces Department: Library Item /Service: Annual Sierra Maintenance Reauisition # fif aoolicablel: 10206712 Anticipated Cost: 5s:ewa.o Emeraencv: Describe the public health or safety issues that requires the immediate product or service (i.e., i ne supply of vaccination was completely depleted within hours of delivery to the employee health center; the current vendor will not receive another shipment for 2 weeKsi. Compatibility J Proprietary (One of a Kind or No Substitute Available: Describe the research completed to determine that there is only one product or service capable of meeting the County's existing conditions and that no other vendor can provide a product, component, or replacement part that may be substituted. Innovative Interfaces is the only cOMDany that can provide Maintenance to their product which is i Sierra. Authorized Distributor: Describe the research completed to nna simitar reatures anc operamay, anc a letter rrgm the manufacturer naming the single source authorized distributors) in the southwest Florida region. It is a felony to knowingly circumvent a competitive process for commodities or services by fraudulently specifying sole source. Florida Statute 83E.22(2). Requested b; Date ,+ isseth Weschier Department Director: f ; Date Marilyn MattheS ,2' I procurement Professional: ' Da�,e� Kf Packet Page -501- os: i n t e r fa c e s HARDWARE AND SOFTWARE MAINTENANCE AGREEMENT a) This Maintenance Agreement will cover all licensed Software and central site hardware ("Hardware'). b) Maintenance of peripheral hardware purchased from Innovative Interfaces is the responsibility of the Library. c) The term of this Agreement is for the period February 1, 2014 througb January 31, 2015 at $53,604 per armuritI, in advance. Credit card payments are subject to a 3.5% fee for any invoices over $2,000. d) Future maintenance charges may be subject to a price increase not to exceed five (5%) percent per year of the yearly maintenance amount. e) The Library must provide direct network internet access to the System; this would also apply to firewalls, etc. Innovative requires such access to correct Software bugs and carry out modifications to the System for the purpose of maintaining the System. Innovative Interfaces will be responsible for all corrections at Innovative Interfaces' expense. f) Innovative Interfaces will provide the Library with new releases of the licensed Software modules so long as the Hardware and operating system used for the System is sufficient and /or compatible for the load and operation of such new release. If the Hardware or operating system is deemed not to be sufficient for installation of the new release, then the Library shall be responsible for the cost of new Hardware or operating system as may be required. If the Library declines to upgrade its Hardware or operating system to accommodate the upgrade to the licensed software, then the Library shall remain at its then current software release. For the purpose of this document, the term "new release" shall mean improvements in already licensed Software modules. g) If the Library adds or upgrades any additional Innovative Interfaces Software modules to the System after the initial installation, the maintenance services shall be extended to cover the additional Software. The maintenance charges for such Software shall be based upon Innovative Interfaces' then- current maintenance rates. The addition) cost of coverage for the additional Software shall be added to the annual maintenance amount. h) Innovative Interfaces will provide services 24 hours a day, 7 days a week. Innovative Interfaces will make its good faith efforts to return calls within 2 hours of receipt and repair Software within 46 hours of notice, excluding weekends and holidays. This amount is excluded of taxes. 'rbe Library will be responsible for all applicable taxes. 1/28/2014 16.D.3. The Library agrees, to take reasonable care of the Hardware and not permit persons other than authorized representatives of Innovative Interfaces, Inc. to effect adjustments or repairs to the Hardware. The Library agrees that for Hardware supplied by Innovative Interfaces, the Library shall accept parts shipments for all plug -in or screw -in components. The shipping costs on returned RMA (returned merchandise authorization) Hardware will be the responsibility of the Library, except for the CPU and RAID, which will be the responsibility of Innovative Interfaces_ j) Any services provided due to Library supplied equipment failure, where such equipment was not purchased from Innovative Interfaces, and over which Innovative Interfaces has no direct control, shall be billable at Innovative Interfaces' then current maintenance rates, currently at a rate of $180 per hour with a minimum two hour charge, k) This Maintenance Services agreement does not include repair services or replacement parts due to damage caused by rain, fire, flood, lightning, tornado, windstorm, hail, earthquake, explosion, smoke, aircraft, motor vehicle, collapse of building, strike, riot, power failure or fluctuation, or other cause originating by reason of other than normal operation of the Hardware, or Library's negligence or misuse of the Hardware. I) The Software shall be operated as the exclusive application on the purchased Hardware m) If the Library decides to cancel the Agreement, or cancel or change any Software products, Innovative must be notified 90 days prior to the annual maintenance renewal date. BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA By: COMMISSIONER TOM HENNING, CHAIRMAN Date: INNOVATIVE INTERFACES. INC. By: I Ix � Name: Michael Brooding Title: Global Controller Date: December 12, 2013 Packet Page -502-