Backup Documents 10/11/2011 Item #16D2160 2
MEMORANDUM
Date: October 26, 2011
To: Diana De Leon, Contract Technician
Purchasing Department
From: Martha Vergara, Deputy Clerk
Minutes & Records Department
Re: Sierra — Innovative Interfaces
Integrated Library Systems Upgrade
Attached, is an original copy of the contract referenced above (Item #16D2),
approved by the Board of County Commissioners on Tuesday, October 11, 2011.
The second original will be held on file with the Minutes and Record's
Department in the Board's Official Records.
If you have any questions, please contact me at 252 -7240.
Thank you.
Attachment
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Innovative
October 11, 2011
To Whom It May Concern:
This letter confirms that Carey Hunt is an authorized signer for the Sierra agreement.
Signed
Christopher Holly
Director of North American Customer Sales
Eastern Region
INNOVATIVE INTERFACES, INC.
5850 Shellmound Way
Emeryville, CA 94608
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sierra
Early Implementer Proposal
Standard Managed Server
Collier County Public Library
September 20, 2011
2
16D 2
Introduction
Innovative Interfaces is pleased that the Collier County Public Library is interested becoming an
early implementer for our new, evolutionary integrated library system —Sierra. We firmly
believe that the success of our products is based on working closely with our partner libraries
and nowhere is that more important than in the early stages of product development.
Project Summary
Innovative is well underway on the development of Sierra, a new integrated library system
architected for access while maintaining the high level of reliability offered by our Millennium
system for many years. Sierra is still the right solution for libraries that value a turnkey solution,
with the ability to operate the system with the same low- staff - overhead philosophy for which
Innovative is famous. But now, with a new architecture and powerful underlying relational
database, Sierra gives library staff and technologists unmatched flexibility to data mine using
3rd party reporting tools, or to develop local applications using the robust API layer. The Sierra
staff client is built on a new, unified architecture so that one client can be configured to offer all
of the functionality required for a staff member to perform their duties, even if these duties
cross the lines of the traditional library modules. One hundred percent of the business logic of
Millennium will be available in Sierra from the beginning of the testing period.
Architectural Details
Hardware Specifications
Sierra is built on a flexible relational database store which requires more disk space and more CPU
power than Millennium's "object style" store for a given number of records. The Sierra services
platform runs over 2 servers: a database server and an application server. An initial Sierra database
server is included as part of the development agreement. In your case, the current Millennium server
will be used for the Sierra application server.
Initially, your Sierra system will be hosted by Innovative Interfaces, and then provided onsite once
specifications have been finalized. Ongoing hosting options are also available.
Early Implementer Pricin
One of the benefits of being an early implementer is enjoying preferred pricing. The cost for
Sierra is a one -time charge for migration services to the new platform, as well as a software
tune -up to ensure your core system is en par with the Innovative's most current installations.
As an early implementer, the one -time price for the Sierra package will be $74,725.
The Sierra system will include the following software /features:
Sierra open source relational database
Access to Sierra database using 3`d party SQL reporting tools
Integrated Sierra Desktop Application
Lucene indexing
Ability to use either Sierra client and /or optional Millennium clients
Conversion of existing Millennium data to Sierra data format
Project Management / Data profiling services
Installation of relational database software
Initial Sierra Server (for North American turnkey)
WebEx training sessions (specific sessions TBD)
Staging Environment for Implementation
RSS Feed Builder / My Record Feeds
Online Patron Registration
Additionally, the Collier County Public Library will receive a total of 75,000 INN - Appreciation
reward points to be used for any software listed on the attached schedule. The Collier County
Public Library may mix and match software up to the value of reward points"
Non Disclosure
As a development partner, the Collier County Public Library agrees to treat all information regarding the
Sierra development project as confidential, including Sierra documentation and description, Sierra
program code, Sierra discussions and Sierra pricing and partnership agreements. Information regarding
Sierra may only be shared with participating staff at the Collier County Public Library, Innovative staff, or
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other participating development partners. The non - disclosure will remain in place until the time when
Innovative declares Sierra in general release. Collier County Board of County Commissioner's consent is
subject to the provisions of Chapter 119, Florida's Public Records Law.
Payment Terms
As a development partner, Innovative is happy to offer the following payment terms:
25% Implementation Plan — December 1, 2011 ... ............................... .....................$18,681.25
25% Access to Test Region - April 1, 2012 .............. ............................... .....................$18,681.25
25% Installation of Production Hardware —August 1, 2012 ............... .....................$18,681.25
25% Installation of Production Software —September 1, 2012 ......... .....................$18,681.25
Collier County Board of County Commissioners requires a valid invoice and will make payment
in compliance with the Local Government Prompt Payment Act, Ch. 218, Florida Statute.
Collier County Board of County Commissioners is a political subdivision of the State of Florida
and Tax Exempt.
Offer valid until October 31, 2011.
Please acknowledge your agreement to become a Sierra early implementer at your earliest
convenience, by executing this document in the space set forth below.
Again, we would like to thank you for considering joining Innovative as an early implementer on
this exciting project and we look forward to working with the Collier County Public Library.
Collier County Public Library
Signature: W Signature:
Name: Name:
Fred W. Coyle
Title: Chairman, Collier County Board of Title:
County Commissioners
INNOVATIVE INTERFACES, INC.
Cry
Carey Hunt
Customer Sales Consultant
Date: 20, I Date:
* *INN- Appreciation Rewards ,ply cc�,,
Approved as to form & legal sufficiency k r`
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Coyle Greene, ,,{{
Assistant County Attorney
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25,000 points each
50,000 points each
100,000 points each
150,000 points each
Quick Click
WebBridge LR
Media Management
Millennium Load
Pathfinder Pro
with Copyright and
Scheduler
- Inventory Express
AirPac /Mobile Encore
Access
ASRS Interface
= 101nnoU Certificates
LDAP
Single Sign On
Core System Module
Ecommerce for
Teleforms — 2 lines 2 mess
Materials Booking
(Circ, Acq, Serials or ILL)
WebOPAC
Telephone Renewal 2
Circa Inventory
Volume Level Holds
lines
(either bcode or
Agency Holds
Ecommerce for
Express Lane with 1
RAID)
Item Status API
selfcheck
license
Courseware
Automatic Sorter
Webworks Quick Edit
Collection Agency
Integration
License (full sorter) SIP2
OCLC via network
Consortium Extensions
Program Registration
- Circa Wireless Assistant
Webworks Selection Lists
Testing/Training
(barcode or RFID)
- Web Access
Held Item Delivery
Software (1 instance)
- CJK indexing
Management
Collection Rotation (each)
Electronic Resource
Digital signatures
Management
Patron images
Enterprise backup API
Web Refresher Service
Alternate Language
WebPAC (per language)
ERM Unit
Acq. Accounting
Financial Unit
Serials Control Unit
INN - Appreciation Rewards:
Rewards maybe used to acquire any combination of software products listed in the chart above, up and to the value of reward points.
Rewards may not be used for maintenance or services, and must be used within 18 months of reward.
There will be no additional maintenance charged on products added through the appreciation /loyalty program.
if a library uses less than their allotted point total, there is no cash value for the remaining points.
16D 2
Addendum A to Sierra Early Implementer Software Proposal
Innovative Interfaces will implement the Sierra software in consultation and collaboration with the Collier
County Public Library, hereinafter "Library". The implementation will include the following tasks and
associated deliverables:
Tasks:
1. Create Implementation Plan
2. Setup test region
3. Installation of production hardware
4. Installation of production software
Deliverables:
1. Implementation Plan
2. Hosted Test Region
3. Production Hardware
4. Production Software
System Activation and Testing
Ongoing testing will be conducted over the duration of the schedule. Final testing will be performed
after delivery, installation, and training of users has been completed on the Sierra software and will
ensure:
1. That all software, tasks, deliverables and work items have been delivered, installed, or completed in a
satisfactory manner, as detailed in the original proposal and this Scope of Work.
2. Ensure that the Sierra software meets all requirements detailed in the proposal documents, that all
deliverables in this Scope of Work have been met, and that all Sierra software functions work
properly.
3. Conduct acceptance testing to obtain Library written approval of the Sierra software functionality as
implemented by Innovative Interfaces.
Support and Maintenance:
Upon completion of final testing and approval by the Library of the Sierra software, as delivered and
implemented by Innovative Interfaces onto the Library computer servers, completion of all other tasks
and deliverables in this Scope of Work, and final delivery by Innovative Interfaces of any remaining
project implementation documentation, the work of Innovative Interfaces will be considered complete
and ongoing support services and maintenance of the Sierra software will be transferred to the
Innovative Interfaces Technical Support Help Desk.
Payment Schedule
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25% Implementation Plan — December 1, 2011 ... ............................... .....................$18,681.25
25% Access to Test Region - April 1, 2012 .............. ............................... .....................$18,681.25
25% Installation of Production Hardware — August 1, 2012 ............... .....................$18,681.25
25% Installation of Production Software — September 1, 2012 ......... .....................$18,681.25
Total: $74,725