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Home My WebLink About2024-419-E-Library-Innovative Interfaces-Licenses and technical support for Sierra and Encore applicationsRevised 01/24 NORTH CAROLINA CONTRACT AMENDMENT ORANGE COUNTY THIS CONTRACT AMENDMENT (“Amendment”) is made and entered into this19th day of July 2024 by and between ORANGE COUNTY (hereinafter referred to as “County”) and Innovative Interfaces Incorporated (hereinafter referred to as “Provider”). WITNESSETH: THAT WHEREAS, the County and Provider entered into a contract dated September 28, 2021 (hereinafter the “Original Agreement”), for the provision of services for the provision of licenses, maintenance and support as referenced within Exhibit A and B; and WHEREAS, the County and Provider desire to amend the Original Agreement while keeping in effect all terms and conditions of the Original Agreement not inconsistent with the terms and conditions set forth below. NOW THEREFORE, for and in consideration of the mutual covenants and agreements made herein, the parties agree to amend the Original Agreement as follows: 1. In order to ensure the completion of the Services identified in the term of the Original Agreement is amended to reflect an end date by which all Services shall be completed of July 31, 2027. 2. Exhibits A and B to the Original Agreement is amended by adding the following tasks and services to the Services to be provided by the Consultant: licenses, maintenance and technical support for the period of 8/1/2024-7/31/2027 as described in Exhibits C-E (quote EST-INC17457, EST-INC17458, EST-INC17549). 3. Article 5, Section a is amended to reflect a maximum payable not-to-exceed amount of $324,195.92 ($ 164,396.09 from original contract plus $159,799.83 from this amendment, paid over 3 years: $59,319.01 in FY25, $49,376.32 in FY26, $51,104.50 in FY27). 4. Except for the changes made herein, the Original Agreement shall remain in full force and effect to the exte nt it is not inconsistent with this Amendment. In the event there is a conflict between the terms of the Original Agreement and the terms of this Amendment, this Amendment shall control. IN TESTIMONY WHEREOF, this Amendment has been executed by the parties hereto, as of the date first above written. ORANGE COUNTY PROVIDER ______________________________ __________________________________ Travis Myren Jeff Anusbigian County Manager VP Sales Operations Docusign Envelope ID: 38AFED71-D738-406A-8A5A-009AFE15E537 7/26/20247/29/2024 Revised 01/24 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Innovative Interfaces, Inc Vendor Contact Person: Jeff Anusbigian Phone: 510-655-6200 Address: 1900 Powell St. #400 City Emeryville State: CA Zip: 94608 Department: Library Amount: $ 159,799.83 ($59,319.01 in FY25, $49,376.32 in FY26, $51,104.50 in FY27) Purpose: Licenses and technical support for Sierra and Encore applications Budget Code(s): 10315020-625010 Vendor # 61653 Vendor Status with NCSOS: Current-Active Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: 9/28/2021) (Most Recent Amendment ) Effective Date 7/19/2024 End Date 7/31/2027 Notice Date (Notice Purpose ) Award Approved by Board (Agenda Date: ); Made or Administered by Robert Reynolds Signature Authority - BOCC Express Delegation (Agenda Date: 6/15/2021) - Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 - Budget Policy Section XV (Capital Improvement Project: ) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) Department Affirmation This agreement is approved as to technical form and content and I as Department Director affirmatively state work on this project has not been initiated prior to execution of the agreement. This agreement is approved as to technical form and content. Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: Department Director’s Signature ________________________________________ Date: ________ Information Technologies This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer___________________________________ Date: ________ Inapplicable because no hardware/software purchases or related services Risk Management This agreement is approved for sufficiency of insurance standards, specifications, and requirements: Office of the Risk Management Officer ___________________________________ Date: _________ Financial Services This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Office of the Chief Financial Officer ____________________________________ Date: _________ Legal Services This agreement is approved as to legal form and sufficiency: Office of the County Attorney __________________________________________Date: ________ Clerk to the Board All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov The following signature block is for hard copies only and is not required for Docusign contracts: Received for record retention: Docusign Envelope ID: 38AFED71-D738-406A-8A5A-009AFE15E537 7/26/2024 7/26/2024 7/26/2024 7/26/2024 7/26/2024 Revised 01/24 Office of the Clerk to the Board __________________________________________Date:_________ Docusign Envelope ID: 38AFED71-D738-406A-8A5A-009AFE15E537 Innovative Interfaces Incorporated 789 E. Eisenhower Parkway Ann Arbor MI 48108 United States Pricing Exhibit Date 6/20/2024 Quote #EST-INC17458 Bill To Sally Kadle Orange County Public Library P.O. Box 8181 Hillsborough NC 27278 United States Ship To Orange County Public Library 137 West Margaret Lane Hillsborough NC 27278 United States Payment Terms Net 30 Overall Contract Term (Months)37 Contract Start Date 7/1/2024 Contract End Date 7/31/2027 Sales Rep CR Manager Site Code ocpl Expires 9/18/2024 Currency USD Item Innovative Phone Alerts Decision Center Subscription LC Authority Database Service Sierra Content Cafe Subscription Item Category SaaS License - Term License - Term License - Term Qty 1 1 1 1 Description Inbound and Outbound Cloud-based Communication Platform. Outbound system helps libraries to efficiently communicate key notices directly with their patron. Inbound system allows patrons to renew items, hear information about their current materials and listen to library announcements Pricing is based on number of calls quoted and will be adjusted annually based on actual usage. Innovative reserves the right to increase pricing at any time if actual usage exceeds the number of calls quoted by more than 150% 1 July 2024 - 31 July 2025 (Co-termed to align with August - July billing cycle) Decision Center is a cloud-based analytics solution that powers data-driven decisions about collection management and library operations. Integrated with Sierra and Millennium. Enables staff to adjust spend and services to match patron activity and recent trends. Key capabilities include: automated reports that can be scheduled and emailed, system recommendations based on library-specific thresholds, automatic data updates every 24 hours. Sierra LC Authority Database Service Content Café Subscription options enable libraries to display enriched content in their WebPAC or Encore. Content choices include full-color cover art, full-text reviews from commercial sources, professional summaries, table of contents data, book excerpts, author bios, and more. Options Current Outbound Calls Volume: 3000 Original Rate Discounted ...Amount 0.00 12,410.47 3,494.22 808.49 Page 1 of 2 Docusign Envelope ID: 38AFED71-D738-406A-8A5A-009AFE15E537 Innovative Interfaces Incorporated 789 E. Eisenhower Parkway Ann Arbor MI 48108 United States Page 2 of 2 Pricing Exhibit Date 6/20/2024 Quote #EST-INC17458 Item Sierra Cloud Hosting Item Category License - Term Qty 1 Description Sierra Cloud Hosting Includes Cloud Hosting with Standard Backup for Sierra production only Year 1 of 3 1 August 2024 - 31 July 2025 Year 2 of 3 - $17,298.15 Year 3 of 3 - $17,903.59 Options Original Rate Discounted ...Amount 0.00 Total Fees US$16,713.18 Docusign Envelope ID: 38AFED71-D738-406A-8A5A-009AFE15E537 Innovative Interfaces Incorporated 789 E. Eisenhower Parkway Ann Arbor MI 48108 United States Pricing Exhibit Date 6/20/2024 Quote #EST-INC17459 Bill To Sally Kadle Orange County Public Library P.O. Box 8181 Hillsborough NC 27278 United States Ship To Orange County Public Library 137 West Margaret Lane Hillsborough NC 27278 United States Payment Terms Net 30 Overall Contract Term (Months)12 Contract Start Date 8/1/2024 Contract End Date 7/31/2025 Sales Rep CR Manager Site Code ocpl Expires 9/18/2024 Currency USD Item Encore Encore Add On Hosting Item Category License - Term License - Term Qty 1 1 Description Encore Discovery is a real-time discovery solution for patrons. Integrated with Sierra and Millennium. Enables patrons to find, request, and access local physical collections, cataloged eBooks, programs, and harvested digital assets. Key capabilities include: real-time collection and circulation data, multi-value facet selection, enriched content display, checkout and download eBooks, social tags, ratings and reviews, related searches, library account management, local branding and customization. Encore Cloud Hosting enables libraries to eliminate the overhead of maintaining a separate on premise server for Discovery. When Encore is hosted, Innovative takes responsibility for release upgrades, backups, and system / environment maintenance & security updates. 1 August 2024 - 31 July 2025 Options Original Rate Discounted ...Amount 11,612.43 0.00 Total Fees US$11,612.43 Docusign Envelope ID: 38AFED71-D738-406A-8A5A-009AFE15E537 Innovative Interfaces Incorporated 789 E. Eisenhower Parkway Ann Arbor MI 48108 United States Pricing Exhibit Date 6/20/2024 Quote #EST-INC17457 Bill To Sally Kadle Orange County Public Library P.O. Box 8181 Hillsborough NC 27278 United States Ship To Orange County Public Library 137 West Margaret Lane Hillsborough NC 27278 United States Payment Terms Net 30 Overall Contract Term (Months)36 Contract Start Date 8/1/2024 Contract End Date 7/31/2027 Sales Rep CR Manager Site Code ocpl Expires 9/18/2024 Currency USD Item Sierra Core Bundle Maintenance SIP2 Interface Maintenance Staff User Licenses Maintenance SIP2 Interface Maintenance AirPAC Electronic Serials Invoicing OCLC Interactive Via the Network OPAC Export Resequence attached records by location Sierra Homebound Patron / Remote Patron Maint. Sierra Program Registration Maintenance SISAC Checkin Synchronize bibliographic locations Item Category Maintenance Maintenance Maintenance Maintenance Maintenance Maintenance Maintenance Maintenance Maintenance Maintenance Maintenance Maintenance Maintenance Qty 1 1 37 3 1 1 1 1 1 1 1 1 1 Description Sierra Core Bundle Maintenance SIP2 Interface Maintenance Additional Staff User Licenses Maintenance SIP2 Interface Maintenance AirPAC Electronic Serials Invoicing OCLC Interactive Via the Network OPAC Export Resequence attached records by location Sierra Homebound Patron / Remote Patron Maint. Sierra Program Registration Maintenance SISAC Checkin Synchronize bibliographic locations Year 1 of 3 1August 2024 - 31 July 2025 Year 2 of 3 - $32,078.17 Year 3 of 3 - $33,200.91 Options Original Rate Discounted ...Amount 30,518.87 474.53 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Page 1 of 2 Docusign Envelope ID: 38AFED71-D738-406A-8A5A-009AFE15E537 Innovative Interfaces Incorporated 789 E. Eisenhower Parkway Ann Arbor MI 48108 United States Page 2 of 2 Pricing Exhibit Date 6/20/2024 Quote #EST-INC17457 Item Item Category Qty Description Options Original Rate Discounted ...Amount Total Fees US$30,993.40 Docusign Envelope ID: 38AFED71-D738-406A-8A5A-009AFE15E537 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2016 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY Willis Limited 51 Lime Street London, EC3M7DQ GBR Clarivate Analytics 789 E. Eisenhower Parkway Ann Arbor, MI 48108 Orange County 300 West Tryon Street PO Box 8181 Hillsborough, NC 27278 07/23/2024 1-877-945-7378 1-888-467-2378 certificates@wtwco.com Lloyds Syndicate 2987 C0978 W34332727 A Technology E&O Cyber Security & Privacy Liab Per ClaimB080150483P2406/01/2024 06/01/2025 Per Claim Media Liability Per Claim 355068026208084SR ID:BATCH: $5,000,000 $5,000,000 $5,000,000 WTW Certificate Center Page 1 of 1Docusign Envelope ID: 38AFED71-D738-406A-8A5A-009AFE15E537 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2016 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY Willis Towers Watson Insurance Services West, Inc. c/o 26 Century Blvd P.O. Box 305191 Nashville, TN 372305191 USA Clarivate Analytics 789 E. Eisenhower Parkway Ann Arbor, MI 48108 Orange County 300 West Tryon Street PO Box 8181 Hillsborough, NC 27278 07/23/2024 1-877-945-7378 1-888-467-2378 certificates@wtwco.com Federal Insurance Company 20281 Great Northern Insurance Company 20303 W34332728 A 1,000,000 1,000,000 10,000 1,000,000 2,000,000 1,000,000 3604-45-27 12/01/2023 12/01/2024 B 1,000,000 12/01/202412/01/202373595450 A 10,000,000 78182680 12/01/2023 12/01/2024 10,000,000 71763498A 1,000,000No12/01/2023 12/01/2024 1,000,000 1,000,000 355068026208084SR ID:BATCH: WTW Certificate Center Page 1 of 1Docusign Envelope ID: 38AFED71-D738-406A-8A5A-009AFE15E537