HomeMy WebLinkAboutContract 45777-A1CSC No. 45777-A1
AMENDMENT NO. 1 TO CITY SECRETARY CONTRACT NO. 45777,
AGREEMENT BETWEEN THE CITY OF FORT WORTH AND INNOVATIVE
INTERFACES INC.
This Amendment is made a part of the Agreement between the City of Fort Worth ("City")
and Innovative Interfaces Inc. ("Vendor"), City Secretary Contract No. 45777. The terms and provision
of this Amendment shall control to the extent there is a conflict between the terms and conditions of this
Amendment and the terms and conditions of the Agreement.
WHEREAS, on July 24, 2014, the Ciry and Vendor entered into City Secretary Contract No. 45777
for Vendor to provide the City with an integrated library system consisting of hardware, software and
related services ("Polaris ILS"); and
WHEREAS, City Secretary Contract No. 45777-R4 provides for a continuation of services
between Vendor and the City from July 22, 2020 to July 21, 2021; and
WHEREAS, the City has created a MetrOPAC Library Consortium agreement with libraries in
surrounding cities to provide reciprocal borrowing services for their residents, and negotiate cooperative
library material purchasing and licensing agreements; and
WHEREAS, the Parties previously entered into a"Statement of Work" dated March 11, 2021, in
which Vendor would provide services for the MetrOPAC Library Consortium, including the extraction of
data, data cleanup and branch removal from the City system (CSC No. 45777-AD3); and
WHEREAS, the City requested a Change Order to said Statement of Work to remove the request
for Polaris Exit Services; and
WHEREAS, Vendor has agreed to the requested changes, has reduced the fee and payment terms
to a total of twenty-six thousand dollars ($26,000.00), and has provided the attached "Change Order to
Statement of Work" to reflect such changes; and
WHEREAS, the Parties now wish to amend the Agreement for the purpose of updating the
Statement of Work located in and incorporated through CSC No. 45777-AD3 with the attached "Change
Order to Statement of Work."
NOW, THEREFORE, the Parties, acting herein by the through their duly authorized
representatives, agree to the following terms, which amend the Agreement as follows:
The parties agree that the recitals set forth above are true and correct and are hereby incorporated into the
Agreement, as set forth in full.
1.
The Statement of Wark, located in and incorporated through CSC No. 45777-AD3, is hereby
amended and replaced in its entirety with the attached "Change Order to Statement of Work."
2.
All other provisions of the Agreement which are not expressly amended herein shall remain in
full force and effect.
CFW/INNOVATIVE INTERFACES, INC.
CSC 45777 Amendment No. 1
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CITY SECRETARY
FT. WORTH, TX
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This Amendment may be executed in multiple counterparts, each of which shall be an
original and all of which shall constitute one and the same instrument. A facsimile copy or
computer image, such as a PDF or tiff image, or a signature, shall be treated as and shall have the same
effect as anoriginal.
(SignatuNe pagefollows)
CFW/INNOVATIVE INTERFACES, INC.
CSC 45777 Amendment No. 1 Page 2 of 3
ACCEPTED AND AGREED:
CITY OF FORT WORTH:
:
Date:
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Dana Burghdoff ( n 15, 20 15:09 CDT)
Dana Burghdoff
Assistant City Manager
06/15/2021
APPROVAL RECOMMENDED:
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By:
Marilyn Marvin
Assistant Library Director
ATTEST:
By: �� l U // ���
Mary J. Kayser
City Secretary
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INNOVATIVE INTERFACES INC.
By. �,� ���
Name: Thomas L. Jacobson
'rltle: VP,ExecutiveLibraryAdvocate&Strategist
�ate: J u n 15, 2021
CONTRACT COMPLIANCE MANAGER:
By signing I acknowledge that I am the person
responsible for the monitoring and administration
of this contract, including ensuring all
performance and reporting requirements.
�s�� p
By: `�
Timothy Shidal
Administrative Services Manager
APPROVED AS TO FORM AND LEGALITY:
:
�w���%�.
Jessika Williams
Assistant Ciry Attorney
Ordinance No. 24161-04-2020
CONTRACT AUTHORIZATION:
M&C: N/A
CFW/INNOVATIVE INTERFACES, INC.
CSC 45777 Amendment No. 1
C�] � � CN I=1 �:� X�Z�7:� �7
CITY SECRETARY
FT. WORTH, TX
INNOVATIVE INTERFACES INCORPORATED
CHANGEORDER
to Statement of Work
This Change Order Form ("Change Order") is made and entered into as of the last signature of the
parties hereto (the "Effective Date"), by and between Innovative Interfaces Incorporated, a California
corporation ("Innovative") and the Fort Worth Library ("Client"). Capitalized terms not otherwise defined
in the Change Order will have the meanings set forth in the Professional Services Agreement between the
parties.
Whereas, Client and Innovative are parties to the Statement of Work made effective as of March
11, 2021; and
Whereas, the parties wish to amend the Statement of Work as set forth in the Change Order
Now, therefore, for good and valuable consideration and intending to be legally bound hereby,
the parties agree to the following changes to the Statement of Work:
Project Scope of Services
The following changes are made to the Project Scope of Services:
A. Project Scope of Services
The Scope of the project includes the following set of professional services:
o Remove Polaris Exit Services.
Fees and Payment Terms
The following changes are made to the Fees and Payment Terms:
� Fees are reduced to $26,000.00.
Innovative Services Team
The following changes are made to the Innovative Services Team:
• None
Client Implementation Team
The following changes are made to the Client Implementation Team:
� None
Implementation Assumptions
The following changes are made to the Implementation Assumptions:
o Client will provide a technical point of contact who is able to provide, or coordinate access to,
necessary information and library resources. This includes information related to collecting
and providing any prerequisite information required to support needs that may arise during
the project.
o Client will have adequate resources available to ensure timely completion of any library tasks
outlined in the project schedule.
Page 1 of 2
o Timeline for the completion of this project will be established, through joint planning
conversations between the client and Innovative during the initial stage of the project.
In Witness Whereof, each party has caused this Change Order to be executed by its duly authorized
representatives.
AGREED:
Fort Worth Library
ba� Br��Gu1�
gy: Dana Burghdoff ( n 15, 20 15:09 CDTj
Name: Dana Burghdoff
T�t�e: Assistant City Manager
�ate: 06/15/2021
Innovative Interfaces Incorporated
By. � � i✓��
Name: TiIOC'T1aS L. Jacobson
VP, Executive Library Advocate & Strategist
Title:
J u n 15, 2021
Date:
Page 2 of 2
CSC No. 45777-AD3
ADDENDUM 3 TO CITY SECRETARY CONTRACT NO. 45777, AGREEMENT BETWEEN
THE CITY OF FORT WORTH AND INNOVATIVE INTERFACES INC.
This Addendum is made a part of the Agreement between the City of Fort Worth ("City") and
Innovative Interfaces Inc. ("Vendor"), City Secretary Contract No. 45777. The terms and provision of
this Addendum shall control to the extent there is a conflict between the terms and conditions of this
Addendum and the terms and conditions of the Agreement.
WHEREAS, on July 24, 2014, the City and Vendor entered into City Secretary Contract No. 45777
for Vendor to provide the City with an integrated library system consisting of hardware, software and
related services ("Polaris ILS"); and
WHEREAS, City Secretary Contract No. 45777-R4 provides for a continuation of services between
Vendor and the City from July 22, 2020 to July 21, 2021; and
WHEREAS, the City has created a MetroPAC Library Consortium agreement with libraries in
surrounding cities to provide reciprocal borrowing services for their residents, and negotiate cooperative
library material purchasing and licensing agreements; and
WHEREAS, the City and the City of Burleson ("MetrOPAC Burleson Library") previously
entered into City Secretary Contract No. 47269 to receive library system services from the City; and
WHEREAS, Section ll.1 of City Secretary Contract No. 47269 provides that MetrOPAC Burleson
Library shall retain ownership and use of its data and City will pass along any system vendor charges related
to extracting their records from the system; and
WHEREAS, City Secretary Contract No. 47269-R1A1 expires on September 30, 2021 and
MetrOPAC Library provided the City with a withdrawal notice on December 29, 2020; and
WHEREAS, MetrOPAC Burleson Library is now requesting data extraction and removal from the
City system, which will require service performance by Vendor.
WHEREAS, the City and the City of Haltom City ("MetrOPAC Haltom City Library") previously
entered into City Secretary Contract No. 47270 to receive library system services from the City; and
WHEREAS, Section 11.1 of City Secretary Contract No. 47270 provides that MetrOPAC Haltom
City Library shall retain ownership and use of its data and City will pass along any system vendor charges
related to extracting their records from the system; and
WHEREAS, City Secretary Contract No. 47270-R1A1 expires on September 30, 2021 and
MetrOPAC Library provided the City with a withdrawal notice on February 4, 2021; and
WHEREAS, MetrOPAC Haltom City Library is now requesting data extraction and removal from
the City system, which will require service performance by Vendor.
WHEREAS, the City and the City of Keller ("MetrOPAC Keller Library") previously entered into
City Secretary Contract No. 47271 to receive library system services from the City; and
WHEREAS, Section 11.1 of City Secretary Contract No. 47271 provides that MetrOPAC Keller
Library shall retain ownership and use of its data and City will pass along any system vendor charges related
to extracting their records from the system; and
WHEREAS, City Secretary Contract No. 47271-R1A1 expires on September 30, 2021 and
MetrOPAC Library provided the City with a withdrawal notice on January 27, 2021; and
WHEREAS, MetrOPAC Keller Library is now requesting data extraction and removal from the
City system, which will require service performance by Vendor.
WHEREAS, the City and the City of Richland Hills ("MetrOPAC Richland Hills Library")
previously entered into City Secretary Contract No. 47272 to receive library system services from the City;
and
WHEREAS, Section 11.1 of City Secretary Contract No. 47272 provides that MetrOPAC Richland
Hills Library shall retain ownership and use of its data and City will pass along any system vendor charges
related to extracting their records from the system; and
WHEREAS, City Secretary Contract No. 47272-R1A1 expires on September 30, 2021 and
MetrOPAC Library provided the City with a withdrawal notice on January 28, 2021; and
WHEREAS, MetrOPAC Richland Hills Library is now requesting data extraction and removal
from the City system, which will require service performance by Vendor.
WHEREAS, the City and the City of Watauga ("MetrOPAC Watauga Library") previously
entered into City Secretary Contract No. 47273 to receive library system services from the City; and
WHEREAS, Section 11.1 of City Secretary Contract No. 47273 provides that MetrOPAC Watauga
Library shall retain ownership and use of its data and City will pass along any system vendor charges related
to extracting their records from the system; and
WHEREAS, City Secretary Contract No. 47273-R1A1 expires on September 30, 2021 and
MetrOPAC Library provided the City with a withdrawal notice on February 22, 2021; and
WHEREAS, MetrOPAC Watauga Library is now requesting data extraction and removal from the
City system, which will require service performance by Vendor.
NOW, THEREFORE, the Parties, acting herein by and through their duly authorized
representatives, enter into the following agreement:
l.
The attached Statement of Work provides the scope of the project and fees to complete the work
that has been requested by MetrOPAC Burleson Library, MetrOPAC Haltom City Library, MetrOPAC
Keller Library, MetrOPAC Richland Hills Library, and MetrOPAC Watauga Library, including extraction
of data, data cleanup and branch removal from the City system by Vendor. Vendor will be paid within thirty
days of receipt of a correct and accurate invoice.
[signature page follows]
ACCEPTED AND AGREED:
CITY OF FORT WORTH:
i
�ate:
��a ���G��a�'
Dana Burghdoff (Apr 5, 2021 1�752�
Dana Burghdoff
Assistant City Manager
04/05/2021
APPROVAL RECOMMENDED:
By: '��,�--�
Manya Shorr
Library Director
ATTEST:
By: ��/������ U
Mary J. Kayser
City Secretary
INNOVATIVE INTERFACES INC.
�_ .,��-.
By: i,,
Name: Thomas L. Jacobson
Tltle: VP, Executive Library Advocate & Strategist
CONTRACT COMPLIANCE MANAGER:
By signing I acknowledge that I am the person
responsible for the monitoring and administration
of this contract, including ensuring all
performance and reporting requirements.
�5�� �
By: `�1
Timothy Shidal
Administrative Services Manager
APPROVED AS TO FORM AND LEGALITY:
�'tl%'1�i� J�
By:
Jessika Williams
Assistant City Attorney
Ordinance No. 24161-04-2020
CONTRACT AUTHORIZATION:
M&C: N/A
Date: March 31, 2021
l!1 inno�ati��
Statement of Work
This Statement of Work (the "SOW") dated March 11, 2021 is entered into pursuant to the Master
Professional Services Agreement between Fort Worth Library ("ClienY') and Innovative Interfaces
Incorporated ("Innovative") effective as ofAugust 1, 2017 (the "Agreement"). Innovative and Client
may each be referred to as "Party" from time to time or collectively as "Parties".
A. Purpose of this Statement of Work
The SOW provides an overview of the scope of the project and fees to complete the
engagement based on Innovative's prior experience with similar projects and preliminary
discussions with Client. The Client hereby acknowledges that the SOW is not meant to capture
all detailed requirements but documents the high level requirements and implementation
approach discussed and that additional detailed requirements discussions will be required to
outline the full scope of work between the Parties.
B. Project Scope of Services
The Scope of the project includes the following set of professional services:
1. Polaris Exit Services
Innovative will provide Exit Services for the following 5 branches:
Keller
Burleson
Haltom City
Watauga
Richland Hills
Extraction of core data types:
o Bibliographic and authority, with item information embedded in MARC21
communication format.
o Patron information in text delimited format.
Extraction of circulation transaction files:
o Checkouts, fines, and holds will be extracted into separate files in text
delimited formats.
Full data sets may be extracted twice. A data dictionary will be provided for each file output
in a delimited ASCII text format.
2. Branch Removal
Innovative will remove the following 5 branches:
Keller
Burleson
Haltom City
Watauga
Richland Hills
3. Data Cleanup
Innovative will perform a data cleanup of the following 5 branches:
Keller
Burleson
Haltom City
STATEMENT OF WORK— Innovative Interfaces Incorporated
Page 1 of 4
�:���� : i n no�ati��
Watauga
Richland Hills
C. Fees and Payment Terms
Fees for Services delivered under this SOW will be charged on a fixed price basis as set forth
in the Innovative Pricing Exhibit EST-INC13206 attached herewith and are made in good faith
based on the activities, approach, and assumptions contained within the SOW. Payment terms
for this SOW are as set forth in the Professional Services Agreement. Any Change Requests
will be performed at a blended rate of $200 per hour for all resources. Additionally, Client is
responsible for all reasonable out-of-pocket costs and expenses incurred during this SOW.
Pricing assumes that deliverables in this Statement of Work are completed within six months
or additional Services fees will apply.
D. Innovative Services Team
The Services Team will have the following resources available for this project:
1. Data Analyst - All Data Analysts have extensive Innovative database and application
skills as well as in-depth knowledge of the MARC standard.
E. Client Implementation Team
1. Librarian Lead — Works closely with Innovative to ensure requirements are complete
and representative of the needs of the Library. The Librarian Lead will coordinate with
key members of the team as required.
2. Technical Lead - Will be responsible for assisting with Client responsibilities related to
system level duties required by Client.
F. Implementation Assumptions
1. Exit services require full payment before work will commence.
2. Client will provide a technical point of contact who is able to provide, or coordinate
access to, necessary information and library resources. This includes information
related to collecting and providing any prerequisite information required to support
needs that may arise during the project.
3. Client will have adequate resources available to ensure timely completion of any library
tasks outlined in the project schedule.
4. Timeline for the completion of this project will be established, through joint planning
conversations between the client and Innovative during the initial stage of the project.
[Signature Page Follows]
STATEMENT OF WORK— Innovative Interfaces Incorporated
Page 2 of 4
���.
�r�!� I �1n�VatlV�
IN WITNESS WHEREOF each party has caused this SOW to be executed by its duly authorized
representatives.
AGREED:
Client Innovative
Fort Worth Library Innovative Interfaces Incorporated
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gy: oand Bur�ndoff (A�r s, zozi � sz c�r� gy: �
Name: Dana Burghdoff Name: Thomas L. Jacobson
T'tie. qssistant City Manager Title: VP, Executive LibraryAdvocate & Strategist
Date: Apr 5, 2021 Date: March 31, 2021
STATEMENT OF WORK— Innovative Interfaces Incorporated
Page 3 of 4
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,� ��oQ�se�i Co�t��i�+w
Innovative Interfaces Incorporated
1900 Powell St.
Suite 400
Emeryville CA 94608
United States
BIII TO
Fort Worth Library
500 West Third Street
Fort Worth TX 76102
United States
ShipTo
Fort Worth Library
500 West Third Street
Fort Worth TX 76102
United States
Pricing Exhibit
Date
Quote #
Payment Terms
Sales Rep
Technical Contact
Site Code
Expires
3/8/2021
EST-INC13206
Net 30
Patrick McCrae
CU5467 Fort Worth : Timothy Shidal
FortW00738
6/6/2021
Currency
US Dollar
Polaris Exit Services
Services
Custom Services Services
Custom Services Services
5 Polaris Exit Services
5 Data Cleanup of System following
removal of MetroPAC branches data
5 Branch Removal - Remove MetroPAC
branches from the System
6, 365.00000004
4,000
1,200
6,365.00 31,825.00
4,000.00 20,000.00
1,200.00 6,000.00
Total Fees US$57,825.00
Page 4 of 4