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Agenda 08/13/2024 Item #16D 1 Continued to a future meeting per Change Sheet (Subscription to the Hoopla Streaming Service from Midwest Tape, LLC for library patron use)SEE REVERSE SIDE  Proposed Agenda Changes Board of County Commissioners Meeting August 13, 2024 Continue item 16B1 to a future meeting: Recommendation to award Request for Quote (“RFQ”) in the amount  of $582,842, under Multi‐Contractor Award Agreement No. 21‐7842, to Quality Enterprises USA, Inc., and  authorize staff to issue a Purchase Order. (Commissioner McDaniel’s Request)  Continue item 16D1 to a future meeting: Recommendation to authorize an exemption from the competitive  process for a subscription to the Hoopla streaming service from Midwest Tape, LLC, for Library patron use in an  amount not to exceed $400,000 per Fiscal Year, as budgeted, through FY 2029. (Commissioner McDaniel’s  Request) Continue item 16D2 to a future meeting: Recommendation to authorize an exemption from the competitive  process for purchases from OCLC, Inc.,  the acquisition of subscription services to cloudLibrary™ and interlibrary  loan services in an amount not to exceed $600,000 per Fiscal Year, as budgeted, through FY 2029, with the total  maximum spend amount of $3,100,000 which includes 2 months and 5 years). (Commissioner McDaniel’s  Request) Add-on item 10B: Recommendation to direct the County Attorney, working with County airport staff, to coordinate with Quality Enterprises USA, Inc., and RTH Enterprise Inc. to formalize an agreement regarding use of land at the Immokalee Regional Airport. (Commissioner McDaniel’s Request) Notes: TIME CERTAIN ITEMS: 8/13/2024 9:23 AM 08/13/2024 EXECUTIVE SUMMARY Recommendation to authorize an exemption from the competitive process for a subscription to the Hoopla streaming service from Midwest Tape, LLC, for Library patron use in an amount not to exceed $400,000 per Fiscal Year, for a maximum five year spend of $2,000,000, effective October 1, 2024 through September 30, 2029. OBJECTIVE: To subscribe to the Hoopla streaming service from Midwest Tape, LLC (“Midwest Tape”) for library patron use. CONSIDERATIONS: The County first approved a subscription to the Hoopla streaming platform providing patron access to audiobooks, eBooks, comics, movies, TV series, and music through an Exemption from Competitive Process for up to $50,000 on October 9, 2017. Subsequently, the Board approved the authorization of expenditures up to $200,000 on December 14, 2021 (Agenda Item 16.D.6) to provide increased access to titles within the Hoopla collection. Public demand for electronic library resources saw a sharp rise during the pandemic and has steadily increased as consumers adapted to streaming services across platforms. Within the last year, the Library Division has seen an 82% increase in new users of Hoopla as well as an increase in circulation of 31%. The public demand for this service has resulted in a 49% increase in spending within the last twelve months. It is anticipated that the demand for this service will continue to increase each future Fiscal Year. Midwest Tape is the sole provider of electronic materials for its Hoopla electronic resource product. Hoopla is the only Library vendor that offers streaming services in various formats that includes eBook, eAudiobook, comics, TV, movies, magazines, educational classes (such as Curiosity Stream and Great Courses), and music. Hoopla provides Collier County Public Library patrons with instantaneous, simultaneous, simplified downloadable and streaming technologies. While there are other streaming vendors on the market serving public libraries, Hoopla provides the largest selection of titles supporting a wider variety of mediums, due to its massive catalog of over 1.6 million titles, which are always available for streaming. Hoopla not only offers content from the main five publishing houses in America, but also offers popular magazine titles, Great Courses Videos, Hallmark movies, Curiosity Stream, and content in multiple languages. The Library Division anticipates continuing purchasing streaming content from Hoopla, a proprietary software offered through Midwest Tape, through Fiscal Year 2029. Collier County Procurement Ordinance 2017-08, Section 8.3, as amended, provides that subscriptions, periodicals, newspapers, books, electronic information, media, maps, pamphlets, and similar material in printed or electronic form are eligible for an exemption from the competitive process based upon a determination that such an exemption is in the best interest of the County. Staff requests that the Board approve this expenditure for up to $400,000 from Midwest Tape, LLC as an exemption under the Procurement Ordinance so that staff can procure the subscription through a standard County-issued Purchase Order. FISCAL IMPACT: The cost through Fiscal Year 2029 will not exceed $400,000 annually, which will be budgeted in the General Fund (0001), Library Donations Fund (1810), and Library Trust Fund (1140) and is contingent on Board approval of the annual budget. Costs and funding sources for future years will be dependent on subsequent budget year approvals. Countywide historic spend has been increasing at a rate of approximately 20% in the last three Fiscal Years. The current purchase order for FY24 is $200,000 and anticipated to increase each future Fiscal Year. GROWTH MANAGEMENT IMPACT: There is no Growth Management impact associated with this Executive Summary. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board 16.D.1 Packet Pg. 1119 08/13/2024 approval. -SRT RECOMMENDATION: To authorize an exemption from the competitive process for a subscription to the Hoopla streaming service from Midwest Tape, LLC, for Library patron use, effective October 1, 2024 through September 30, 2029, in an amount not to exceed $400,000 per Fiscal Year, for a maximum five year spend of $2,000,000. Prepared By: Catherine Cowser, Library Director, Library Division ATTACHMENT(S) 1. Hoopla Business Case Final Rev (DOCX) 2. Midwest Tape - Exemptions from CompetitionApproved (PDF) 16.D.1 Packet Pg. 1120 08/13/2024 COLLIER COUNTY Board of County Commissioners Item Number: 16.D.1 Doc ID: 29160 Item Summary: Recommendation to authorize an exemption from the competitive process for a subscription to the Hoopla streaming service from Midwest Tape, LLC, for Library patron use in an amount not to exceed $400,000 per Fiscal Year, as budgeted, through FY 2029. Meeting Date: 08/13/2024 Prepared by: Title: – Public Services Department Name: Todd Henry 06/13/2024 8:33 AM Submitted by: Title: – Library Name: Catherine Cowser 06/13/2024 8:33 AM Approved By: Review: Library Catherine Cowser PSD Reviewer Completed 06/15/2024 1:10 PM Procurement Services Francheska Correa Level 1 Purchasing Gatekeeper Completed 06/17/2024 9:13 AM Operations & Veteran Services Yahaira Magee OVS Director Review Completed 06/17/2024 4:45 PM Public Services Department Todd Henry Level 1 Department Review Completed 06/24/2024 10:26 AM Corporate Compliance and Continuous Improvement Megan Gaillard Additional Reviewer Completed 07/26/2024 9:23 AM County Attorney's Office Scott Teach Level 2 Attorney Review Completed 07/29/2024 8:25 AM Procurement Services Sandra Srnka Procurement Director Review Completed 07/29/2024 9:45 AM Public Services Department Tanya Williams PSD Department Head Review Completed 07/29/2024 9:46 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 07/29/2024 9:54 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 07/29/2024 11:44 AM Office of Management and Budget Blanca Aquino Luque OMB Reviewer Completed 07/30/2024 3:46 PM County Manager's Office Amy Patterson Level 4 County Manager Review Completed 08/07/2024 11:50 AM Board of County Commissioners Geoffrey Willig Meeting Pending 08/13/2024 9:00 AM 16.D.1 Packet Pg. 1121 BUSINESS CASE FOR HOOPLA Recommendation to approve an exemption from the Competitive Process as set forth in the Procurement Ordinance for a subscription to Hoopla streaming service from Midwest Tape for Library patron use in the amount not to exceed $400,000 per Fiscal Year, as budgeted, through FY 2029. Hoopla is a digital service available exclusively to libraries offering streaming service in the form of audiobooks, eBooks, comics, movies, TV show and music. This “digital lending service” provided by Hoopla helps libraries remain relevant and competitive in a technology-driven culture dominated by digitized services that offer information and entertainment 24/7. Collier County’s library patrons can access Hoopla’s over 1,600,000+ titles instantly – with just a simple click. On average, Hoopla is growing their collection by almost 25% each year which translates into library patrons having access to a constantly increasing selection of new and diverse content, offered in multiple formats as well as content in 116 languages. Hoopla is a “patron driven acquisitions” model which means patrons chose the title they would like to “borrow” and the library pays for the title at the time of electronic check-out. This means every purchase is a circulated purchase, driven by patron demand. Due to the volume of titles accessible to patrons and the dynamic nature of Hoopla’s “on demand” model, no price lists exist for individual titles. The model allows instant and simultaneous borrowing, consisting of a collection of 1,665,600+ titles that grows on average 25% annually. There is a price tier ranging between $0.01 - $3.99 depending on title. The average price of each circulation in the last 12 months is $2.18. This subscription service allows CCPL patrons’ access to Hoopla’s entire collection. The Library controls costs by monthly budgeting and setting a patron borrowing limit. Hoopla’s ease of service, popularity, and pricing allows Collier County Library to offer an array of titles accessible in six formats to be delivered effortlessly to our patrons – wherever they may be. Collier County Library continues to see continuous growth and demand with this service, rendering it a critical asset in the current collection. In the last 12 months, the Library has seen an 82% increase in new users of Hoopla with an increase in circulation of 31%. Library subscriptions and electronic content are recommended to be exempt from the competitive process due to the unique qualities of the service. Hoopla is the only Library vendor that offers streaming services in various formats that includes eBook, eAudiobook, comics, TV, movies, magazines, educational classes (such as Curiosity Stream and Great Courses) and music. Hoopla provides Collier County Public Library patrons with instantaneous, simultaneous, simplified downloadable and streaming technologies. Catherine Cowser, Division Director, Library Division 16.D.1.a Packet Pg. 1122 Attachment: Hoopla Business Case Final Rev (29160 : Authorize an exemption for Hoopla streaming service from Midwest Tape, LLC) EXEMPTION FROM COMPETITVE PROCESS FORM Page 1 of 2 Revised January 2024 EXEMPTION FROM COMPETITIVE PROCESS FORM Instruc�ons: The following procurement categories may be eligible for exemp�on from the compe��ve process per Procurement Ordinance 17-08, as amended, Sec�on Eight, Exemp�ons to the Compe��ve Process; based upon the determina�on of the County Manager or designee that approval of such an exemp�on is in the best interest of the County. Purchases greater than $50,000 will require final approval by the Board of County Commissioners. Complete all sec�ons of this form prior to submi�ng it to Procurement. Any quotes and/or documenta�on submited must be dated within the last thirty (30) days. If applicable, submit with the form associated terms and condi�ons or agreements. 1.Government Agency/Non-Profit 2.Registra�on/Dues/Training 3.Subscrip�ons/Periodicals/Printed Materials 4.Adver�sements 5.U�lity Services – subject to government control 6.Educa�on/Academic Programs/Trainers/Speakers 7.Legal Services 8.Purchases required by grants/gi�s 9. Compa�bility/Proprietary with current systems 10.Shop es�mates 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 the County Manager 17. Resolu�on/BCC Direc�on (include resolu�on number and approval date) SECTION ONE Requester: Division: Requested Item(s)/Service(s): Vendor Name: SECTION TWO Historical Countywide Expenditure: Requested Not to Exceed Expenditure Per FY: Requested Date Range: Budget FY: One Time Purchase Mul�ple Purchases SECTION THREE Quote/Proposal: Yes No If yes, atach. Agreement/Terms & Condi�ons: Yes No If yes, atach. SECTION FOUR Detailed Descrip�on of Purchase. 16.D.1.b Packet Pg. 1123 Attachment: Midwest Tape - Exemptions from CompetitionApproved (29160 : Authorize an exemption for Hoopla streaming service from EXEMPTION FROM COMPETITVE PROCESS FORM Page 2 of 2 Revised January 2024 Detailed Public Purpose. Include why this purchase is essen�al to County opera�ons. SECTION FIVE Informa�on Technology. Select Yes if the products/services are related to Informa�on Technology. If yes, provide the Purchasing Compliance Code (PCC) number or email approval documenta�on. Yes No If yes, provide the PCC number: SECTION SIX Requester: Signature: Division Director: Signature: Department Head (Required if over $50,000): Signature: Procurement Director ($50,000 and under): Signature: Procurement Director (Over $50,000 con�ngent on Board approval): Signature: Procurement Use Only Approved For: Approved by Board: Contract #: Start Date Date Contract Not Applicable End Date Agenda # Exemp�on #: 16.D.1.b Packet Pg. 1124 Attachment: Midwest Tape - Exemptions from CompetitionApproved (29160 : Authorize an exemption for Hoopla streaming service from