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Agenda 01/11/2022 Item #16D 1 (Exemption from Competitive Process for subscription to Flipster, NoveList Plus and NoveList Select software for Library)01/11/2022 EXECUTIVE SUMMARY Recommendation to approve an Exemption from the Competitive Process as set forth in the Procurement Ordinance for subscription to Flipster, NoveList Plus, and NoveList Select, proprietary software offered through EBSCO, for Library patron use in an amount not to exceed $150,000 per fiscal year, as budgeted within General Fund (001). OBJECTIVE: To subscribe to EBSCO software products for library patron use. CONSIDERATIONS: EBSCO is the sole provider of electronic magazines for its Flipster software platform. NoveList Plus and NoveList Select are proprietary software subscriptions of EBSCO which seamlessly integrates with the Library’s current Integrated Library System (ILS) Sierra for enhancing electronic reader’s advisory services, descriptive enrichment, and integrated catalog searching. EBSCO is a leading provider of electronic reader’s advisory and electronic magazine access for public libraries. Access to EBSCO’s electronic resources and discovery tools allows the Collier County Pub lic Library (CCPL) to provide patrons with easier access to all our library resources and holdings along with access to proprietary electronic magazine holdings. While there are other eMagazine vendors on the market, EBSCO is the sole provider of Consumer Reports online providing library patrons 24/7 access to this valuable resource. NoveList Plus and NoveList Select provide library patrons with 24/7 access to virtual reader’s advisory services along with descriptive enrichment of the materials collection that integrates seamlessly with the current ILS. The Library anticipates maintaining our subscriptions to Flipster, NoveList Plus, and NoveList Select, proprietary software offered through EBSCO, through fiscal year 2025 as long as funds have been budgeted. Procurement Ordinance No. 2017-08, Section 8, provides that subscriptions, books, electronic information, and similar material in printed or electronic format may be eligible for exemption from the competitive process based upon the determination of the County Manager or designee, Procurement Services Director, that approval of such an exemption is in the best interest of the County. The Ordinance further requires that purchases in this category exceeding $50,000 in annual expenditures be approved by the Board of County Commissioners (Board). The required exemption form approved by the Procurement Services Director is attached. FISCAL IMPACT: The cost for FY2022 will not exceed $150,000, which is budgeted in Library General Fund (001). Cost and funding sources for future years will be dependent on subsequent budget year approvals. GROWTH MANAGEMENT IMPACT: There is no Growth Management impact associated with this Executive Summary. 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: To approve an exemption from the Competitive Process as set forth in the Procurement Ordinance for the subscription to EBSCO software products for library patron use in an amount not to exceed $150,000, per fiscal year, through FY2025. Prepared By: Tanya Williams, Library Director, Library Division 16.D.1 Packet Pg. 463 01/11/2022 ATTACHMENT(S) 1. EBSCO Business Case for Exemption from Competitive Process (DOCX) 2. FY22 Exemption Request 064 - EBSCO (PDF) 16.D.1 Packet Pg. 464 01/11/2022 COLLIER COUNTY Board of County Commissioners Item Number: 16.D.1 Doc ID: 20643 Item Summary: Recommendation to approve an Exemption from the Competitive Process as set forth in the Procurement Ordinance for subscription to Flipster, NoveList Plus, and NoveList Select, proprietary software offered through EBSCO, for Library patron use in an amount not to exceed $150,000 per fiscal year, as budgeted within General Fund (001). Meeting Date: 01/11/2022 Prepared by: Title: Administrative Assistant – Library Name: Karen Tibbetts 11/15/2021 10:23 AM Submitted by: Title: Division Director - Library – Library Name: Tanya Williams 11/15/2021 10:23 AM Approved By: Review: Procurement Services Ana Reynoso Level 1 Purchasing Gatekeeper Completed 11/15/2021 1:07 PM Procurement Services Sandra Herrera Additional Reviewer Completed 11/16/2021 1:08 PM Library Tanya Williams Additional Reviewer Completed 11/17/2021 8:20 AM Operations & Veteran Services Kimberley Grant Additional Reviewer Completed 12/13/2021 1:35 PM Public Services Department Todd Henry Public Services Department Completed 12/13/2021 2:39 PM Public Services Department Dan Rodriguez PSD Department Head Completed 12/14/2021 3:53 PM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 12/15/2021 9:54 AM Growth Management Operations Support Christopher Johnson Additional Reviewer Completed 12/17/2021 7:44 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 12/17/2021 8:38 AM County Manager's Office Geoffrey Willig Level 4 County Manager Review Completed 12/20/2021 3:51 PM Board of County Commissioners Geoffrey Willig Meeting Pending 01/11/2022 9:00 AM 16.D.1 Packet Pg. 465 COLLIER COUNTY GOVERNMENT PUBLIC SERVICES DEPARTMENT, LIBRARY DIVISION Page 1 of 1 BUSINESS CASE FOR: Recommendation to approve an exemption from the Competitive Process as set forth in the Procurement Ordinance for subscription to Flipster, NoveList Plus, and NoveList Select, proprietary software offered through EBSCO, for Library patron use in the amount not to exceed $150,000 per Fiscal Year, as budgeted, though FY 2025. Ease of use, aggregation of content access, and 24/7 access to digital magazines and reader’s advisory makes EBSCO’s proprietary software subscriptions the best choice for Collier County Public Libraries. EBSCO, through their Flipster software, is currently the only vendor offering proprietary digital magazine collections and software platforms to public libraries for patron use. The Flipster platform does not require separate account log-ins for easier access to digital content. And EBSCO is the sole provider of several unique titles, including Consumer Reports and People, highly sought after by library patrons. NoveList Plus and NoveList Select are software that allow the Library to provide patrons with reader’s advisory and descriptive enrichment completely integrated with our library catalog. When searching for titles and at check-out, patrons are provided with recommendations for series titles and additional readings, or read-a-likes. These features greatly enhance the patron experience, increases circulation, and provides patrons with 24/7 access to reader’s advisory services. Library subscriptions and electronic content are exempt from the competitive process due to the limited availability of competitive sources. Flipster, NoveList Plus, and NoveList Select, proprietary software offered through EBSCO, provides Collier County Public Library patrons 24/7 access to exclusive digital magazines, and digital reader’s advisory and descriptive enhancement. This, in turn, showcases the Library’s collection as a useful, contemporary tool benefiting both the patron and the Library. Tanya Williams, Division Director, Library Division, 10.07.21 16.D.1.a Packet Pg. 466 Attachment: EBSCO Business Case for Exemption from Competitive Process (20643 : Approve exemption from competitve process for Library Exemptions from the Competitive Process Revised 06/17/2021 Start End Multi-Year Approval: One year approval One time approval For Procurement Use Only: Requester Name: Vendor Name: Division: Item / Service: Budget Year: Not to Exceed Amount: (Fiscal Year) One time purchase: Multiple purchases: Requested date range: Is there an agreement associated with this Exemption? Yes No 1. Government Agency/Non- Profit 2. Registrations/dues/ training 3. Subscriptions/periodicals/ printed materials 4. Advertisements 5. Utility services – subject to government control 6. Education/academic programs/trainers, speakers 7. Legal services 8. Purchases required by grants/gifts 9.Compatibility/proprietary with current systems 10. Shop estimates on disassembled equipment 11. Personnel/recruitment services 12. Works of art for public display 13. Direct purchases 14. Financial instruments 15. Entertainment services for County sponsored events 16. Management studies as directed by County Manager 17. Resolution/BCC direction (Indicate resolution number and approval date): Description of Purchase: Enter a description of the item(s) items that will be purchased under this exemption. Purpose: Describe in detail, the purpose of the requested item(s). Requester: Signature: Date: Division Director: Signature: Date: Procurement Strategist: Signature: Date: Procurement Director: Or designee Signature: Date: Instructions The following procurement categories may be eligible for exemption from the competitive process based upon the determination of the County manager or Designee that approval of such an exemption is in the best interest of the County. Purchases greater than $50,000 will require final approval by the Board of County Commissioners. Yahaira Magee - Kim Spina EBSCO Library - Tanya Williams Flipster, NoveList Select & NoveList Plus / Subscription Services FY2022-FY2025 $150,000.00 10/01/2021-09/20/2025 For subscription to the following EBSCO software products: Flipster and NoveList Select & NoveList Plus. Flipster provides downloadable (electronic) magazines, all through an easy-to-use app for devices; making it the most accessible platform in the library industry, that does not require separate accounts logins. Flipster also offers "Consumer Reports" which our patrons frequently ask for. Novelist Plus database provides Collier County Public Library patrons with reader's advisory, including similar title suggestions for further reading, journal and reader reviews, and more. Novelist Plus also integrates with the Library's online catalog to assist with finding additional titles in a series along with the reviews and other reading recommendations. Novelist Select integrates with the library's online catalog to provide enhanced title information including book jacket covers. Tanya Williams Kimberley Grant Sara Schneeberger Catherine Bigelow 11/09/2021 09/30/2025 ✔✔ ✔ ✔ WilliamsTanya Digitally signed by WilliamsTanya Date: 2021.11.03 10:29:02 -04'00' GrantKimberley Digitally signed by GrantKimberley Date: 2021.11.05 09:50:14 -04'00' SchneebergerSara Digitally signed by SchneebergerSara Date: 2021.11.09 13:55:22 -05'00' BigelowCatherine Digitally signed by BigelowCatherine Date: 2021.11.10 09:57:40 -05'00' 16.D.1.b Packet Pg. 467 Attachment: FY22 Exemption Request 064 - EBSCO (20643 : Approve exemption from competitve process for Library subscriptions through