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HomeMy WebLinkAbout2022 CON SirsiDynix CSA - Library Software & ResourcesDowwSigr Envelope ID: F6 6BOA8-978 a-47F9- O7B-3CD05094DC 7 -1 SirsiDynix March 2, 2022 Congratulations! As a key Preferred Customer of SirsiDynix we are pleased to offer you this Customer Success Agreement (CSA). The CSA provides National City Public Library the unique benefits designed to help you receive more value from SirsiDynix. Specifically: Enterprise & eRC & 1 Connector .@ 100% Discount for the Product & Services. Enterprise may be implemented but the next maintenance billing won't be due until April lst, 2022. SMS is provided at a 20% discount for Products & Services This is not the only benefit you will receive as part of this CSA! We will continue to work with National City Public Library for the duration of this agreement to maximize your Library District's usage of SirsiDynix software and services. Our Library Relationship Management team will work with your primary SirsiDynix contact to make the most of resources available on our support portal (support.sirsidynix.com). These include access to product roadmaps, community websites and developers' forum, freeclasses available via Mentor learning management system, enhancement forums and many more online resources. Our goal is to ensure you are taking full advantage of the latest software features to streamline staff workflow and increase engagement with your community! Because this CSA extends the value of relationship with SirsiDynix, there are a few terms and conditions that also extend for the duration of the agreement. These include: 1. The terms of the Master Agreement will continue to be in effect from through March 31, 2027. Uplift's will be 0% for Year 2 with ongoing uplift's at 1.9%. 2. Because National City Public Library is purchasing products and/or services as part of this CSA, those products fall under the License Metrics of the library's Master Agreement. Statement of Work dated November 2014 and other product purchase details are included in Sales Order of this CSA. We are excited to begin this project with you. As you maximize the usage of SirsiDynix software and services, you'll realize mare value for maintenance investment. If you have any questions regarding this CSA, please give me a call. Sincerely, raft Tina Beecroft Executive Account Manager Office: 800 288- o o x7737 Mobile: 76-6 1 60 5 e - N. Ashton Bldih v. — Suite 00 — Lei, UT 404 —Tel: 800 Z 8- 020 Legal Fax: 801 223-5561 SirsiDynix Technologytenter — �,00 N .... DocuSign Envelope ID: F69 B0 8-9785-47F9-967B-3CD05094DCn Quote for National City Public Library QuoteNumber 110755 SirsiDynix Technology Center 3300 N. Ashton Boulevard, Suite 500 Lehi, UT 84043 Phone: 800-288-8020 QUOTE Quote 110755 for: National City Public Library 5 Year CSA with Enterprise & eRC Quote valid until: Prepared by: March 31, 2022 Tina Beecroft, Executive Account Manager This Quote is hereby fully incorporated into the current Agreement executed between SirsiDynix and Customer. r" any The above information is a trade secret, proprietary and confidential and is only for use by the library named above and not to be released Copyright 2022 Sirsi Corporation - All Rights eserved Page 1 of 1 1 DocwSign Envelope ID: F6 6B0A8- 785-47F - 67B-3CD05094DC71 Qu le for tqationAl CftLibrarj Quote Number 110755 Quote Information General and/or Custom Services Statement of Work Any product's purchased & in implementation such as BC Mobile will continue to be serviced & billed as per the agreement. This Quote is hereby fully incorporated into the current Agreement execute.,d between SirsiDynix and Cu t riser tf any The above information is a trade secret. proprietary y and confidential and is only for use by the library named ,above and not to be rleased Cope -night 2022 Sirsi Corporation ¢ All Rghts Reserved Page 2 of 11 DocuSign Envelope ID: F6 6B0A8-9785-47F0- 67B-3CD05004DC7-1 OuoL for National City Fi.utilic LArary Number 110755 PPurchase D to All prices are in U.S. dollars ($) and are exclusive of taxes unless otherwise noted. COMPONENT SirsiDynix Products SirsiDynix Services Discount Active Products Total Total Year 1 Estimated Year 2 Estimated Year 3 Estimated Year 4 Estimated Year 5 10,670 7,430 (171490) 18,863 19,473 480 18,863 490 19,221.40 19,711. 40 20,096.61 510 19,586.61 520 19,958.76 20,478.76 Active Products Quantity Total Price 1.00 1.00 Component Note 3,730 BLUEcloud Analytics, Annual Subscription 1,750 Enriched Content Basic Public Subscription (Per 1000 Circ) please update annual 1.00 1 2,92' Horizon SaaS Core 1.00 376 Horizon SaaS SIP2 Interface Per Certified Vendor 10.00 0 Horizon SaaS User Seat License (ea) 1.00 80 SirsiDynix Symphony SaaS SIP2 Interface Per Certified 181663 Vendor iiMEN INN Active Product Total Year Initial Term: Five (5) Years Initial Term Annual Price Increase Cap for SirsiDynix Products/Services: 0% in year 2 followed by 1.9% until Term renewal The Initial Term and the Initial Term Annual new purchased Products/Services. Price Increase Cap set forth above shall apply to Active Products and This Quote is hereby fully incorporated into the current Agreement executed between SirsiDynix and customer if any the above Information is a trade secret, proprietary. and confdentInl and is only for use by the library named above and not to he released Copyright 2022 Sirsi Corporation - All Rights Reserved SirsiDynixF Page 3 of 11 Dow Sign Envelope ID: F B0A - 78 -47F - B- DDo og4D 71 Quote for National City Public Library Quote Number 110765 Customer's usage is subject to limitations that can be found In the Terms and Conditions section at the end of the Quote. SirsiDynix reserves the right to adjust Initial Term pricing for Third Party/integrated products/services if a Third Party vendor increases pricing for Third Party/integrated products/services. Any applicable discount shall be applied on final payment. Any and all pre-printed terms and conditions on Customer's Purchase Order(s) submitted to SirsiDynix are hereby rejected and shall be superseded by the current Master Agreement, unless such addition& terms are statutorily required of the Customer. This Purchase Details section may not include pre-existing obligations for ongoing Products not listed in the Quote. This Quote is hereby fully incorporated into the current Agreement executed between SirsiDynix and Customer, if any. The above information is a trade secret, proprietary and confidential and is only for use by the library named above and not to be released. Copyright 2022 Sirsi Corporation - All rights Reserved 010 SirsiDynif Page 4 of 11 DocuSi n Envelope ID: F696B0A8-9785-47F9- 67E3-3CDD59940C7-1 Quote for National City Puhbc Library Ouole Number 1 10755 Detailed Pricing All prices are in U.S. dollars and are exclusive of taxes unless otherwise noted. COMPONENT Qty Total Price Year'! SirsiDynix Products 10,670 SaaS Enterprise Annual Subscription SirsiDynix eRC Connector for OverDrive, Annual Subscription SirsiDynix eResource Central Gateway Services, Annual Subscription SirsiDynix SMS Notification for Horizon, Annual Subscription - 5K Message Package SirsiDynix Services Consulting: 7,430 Enterprise SureStart-3 SirsiDynix Enterprise Theme Customization Product Delivery: SirsiDynix Enterprise Software Installation SirsiDynix eRC Gateway Services Installation SirsiDynix SMS Notification Software Installation 1 Project Management: Project Management for all products in this Quote Training: Ent-1101 SirsiDynix Enterprise End User, SELF PACED Ent-2201 SirsiDynix Enterprise Day to Day Administration, Hands-on Lab, 1 GROUP eRC-1103 SirsiDynix eResource Central (eRC), SELF -PACED Hzns s-1 01 Horizon SMS Notifications, SELF -PACED 1 1 This Quote is hereby fully incorporated into the current Agreement executed bemeen SirsiDynix and Customer, if any The above information is a trade secret, proprietary and confidential and is only for use by the library named above and not to be released Copyright 2022 Sirsl Corporation - All Rights Reserved Page 5 of 11 DocuSign Envelope ID: F696B0A8-9785-47F9-967B-3CD05094DC71 Quote for Natioria City Public Libor/ r-i!ok:, !lumber 110755 Discount (171490)4 Preferred Account Services Discount Quote Total 610 This Quote is hereby fully incorporated into the current Agreement executed between SirsiDynix and Customer. if anv The above information Is a trade secret. proprietary and confidential and Es only for use by the library named above and not to be released COPyright 2022 SJI"ii Corporation - All Rights Reserved Page 6 of 11 DocuSign Envelope ID F6 6B0A8-9785.47F-967B-3C005094D071 Quote for Nation City Public brbr jr, Quote Number 110755 Component Descriptions Each description below relates to a quantity of one for the component. There may be more than one in this Quote. SirsiDynix Products SaaS Enterprise Annual Subscription SirsiDynix Enterprise is a state-of-the-art faceted search solution that empowers libraries to make their collections more searchable and discoverable than ever before. Capitalizing on fuzzy search logic technology never before available to libraries, SirsiDynix Enterprise delivers leading -edge faceted search capabilities, simplified search interfaces, and much more. SirsiDynix eRC Connector for OverDrive, Annual Subscription Provides access through SirsiDynix eResource Central Gateway Services to the approved content of one OverDrive main account. It does not include any 3rd Party fees which may be required by the Partner to use the content being accessed. SirsiDynix eResource Central Gateway Services, Annual Subscription Minimum requirements: SirsiDynix Symphony 3.4.1 or Horizon 7.5.1 and above. eResource Central Gateway Services provides eook integration which allows libraries to provide seamless access to all library resources via a single user interface. Open Library and Project Gutenberg content is available and included with this service, SirsiDynix SMS Notification for Horizon, Annual Subscription - 5K Message Package Subscription to the SMS Notification feature requires your ILS system to be on Horizon 7.5,2 or above. Up to 5,000 messages included per year. Messages not used at annual renewal will be forfeit. You may change the subscribed package to increase or decrease the number of messages at annual renewal time. You may also purchase active top -up package(s) of messages to make up the difference if you have used up the subscribed allocation. SirsiDynix Services Consulting Enterprise SureStart-3 SureStart is a layer of consulting support designed to smooth the transition to Enterprise by addressing configuration issues like search limits, profiles, etc. SirsiDynix Enterprise Theme Customization Working with a SirsiDynix Consultant, theme customization addresses changing the look and feel of the product like colors, adding graphics, and using CSS to edit fonts and page layouts. This custom work is guaranteed to work on the version of Enterprise currently installed on the customer's system. SirsiDynix cannot guarantee comptibility with future releases. Updating custom work to be compatiblewith a later release will attract additional fees. Product Delivery This Quote is hereby fully incorporated into the current Agreement executed between SirsiDynix and Customer: if any The abov infom'I_it!on tr3cle.sec.ret, proprietary and confidential and is only for use by the library named above and not to be released Copyright 2022 Sirsi Corporation - All Rights Reserved (iisirsiDynif Page 7of It Dcous[gn Envelope ID: F 96B0A -978-47F9-9 7B, c00 094Dc71 Quote for National City Public Library Quote Number 110755 SirsiDynix Enterprise Software Installation Includes installation of Enterprise in SirsiDynix SaaS facility, installation of Enterprise Agent on a Horizon or SirsiDynix Symphony ILS and installation/configuration of the appropriate Java Development (Mk). In addition; it includes the installation of Web Services for sites using SirsiDynix Symphony. SirsiDynix eRC Gateway Services Installation includes installation and configuration of SirsiDynix eResource Central Gateway Services and one eRC connector. SirsiDynix SMS Notification Software Installation Project Management Project Management includes the services of a Project Manager. The Project Manager is your primary point of contact during the implementation. You will work with your project manager to plan timeframes, schedule resources from the professional services team, and coordinate with other departments at SirsiDynix c to deliver products and services outlined in this quote. Depending -oh the type of implementation, the Project Manager will do the following: Act as your primary SirsiDynix contact during your implementation - Identify customer needs and key tasks. to be accomplished by both the customer and SirsiDynix to ensure a successful implementtion - Organize meetings with you and appropriate SirsiDynix staff to kick off your implementation project - Work with SirsiDynix global operations staff to develop, communicate, and manage the overall implementation schedule - Bring key SirsiDynix staff onto the project to ensure proper resources are available to meet critical milestones of your schedule Report to you regularly Via phone and email status reports to keep everyone apprised of project progress - Monitor quality control checks at critical intervals in your project - Assist with the transition from Implementation phase to Customer Support Training Ent-1 SirsiDynix Enterprise Day to Day Administration, Hands-on Lab, GROUP One seat in a group distance course. Learn to manage the day-to-day tasks needed by Enterprise Administrators, Ent-11 1 SirsiDynix Enterprise End User, SELF -PACED One seat in the specified Self -paced training class. This class will review the basic features available to users within Enterprise. Content is English only. eRC-11 1 SirsiDynix eResource Central (eRC), SELF -PACED Learn to configure eResource Central to work with your public catalog (Enterprise, BLUEcloud Mobile or BLUEcloud PAC. Content available in English only. HznS S 12O1 Horizon SMS Notifications, SELF -PACED Learn to set up and send SMS notifications in batch or individually via Horizon. This training is available in English only. This Quote is hereby fully incorporated into the current Agreement executed between SirsiDynix nd Customer, if any. The above information is a trade secret, proprietary arid confidential and is only for use by the library named above and not to be released. Copyright 2022 it i Corporation - All Rights Reserved Page 8 of 1 1 Decusign Envelope 1D, F6 5b0A5-9785-4 F9-967B-300050940071 Quote rr.}r ri ti,- ri I City Public Library e 1107 55 Terms and Conditions Current Contract License Limits: Up to 340,000 annually circulated items. SirsiDynix Professional Services performed by way of remote network access require ssh (Unix/Linux), Remote Desktop (Windows) or unattended Logmein Rescue (Windows) access for the duration of the project. The library may limit connectivity to the SirsiDynix Corporate IP adcress or implement a Cisco AnyConnect VPN tunnel. Other remote connectivity options may incur additional fees, onsite travel fees or void the ability of SirsiDynix to perform the project. A full description can be found in the Access Requirement for Support Guide on our customer support website. Maintenance must be ordered for all copies of the Software and for all elements of the Software which are used conjunctively by Customer. Customer's System shall remain within two () previously released software versions of the most recent version of the software at all times or an additional maintenance surcharge service charge will be added to the maintenance renewal. Customer shall not integrate products offered by third parties into Software, Subscriptions or Subscription Software without additional license from SirsiDynix. SirsiDynix shall have the right to aggregate and retain non -personally identifiable data. Payment Terms The term of any quoted products is for no Ies than the Initial Term and shall automatically renew for the length of the Initial Term. Subsequent years' Maintenance and Subscription fees are to he paid annually in advance. Following the first year of System operation, Maintenance and Subscription fees will be subject to annual increases. Unless otherwise specifically stated in writing, products and/or services purchased at promotional pricesor with promotional discounts do not qualify for such discounts or limitations on price increases for subsequent years. SirsiDynix Products and Services a 100% due upon delivery of the first of any quoted SirsiDynix Products and Services Any reference to license metrics and/or licensed amounts included in this quote shall be applicable only to the Products and/or services mentioned in this quote. This document and any software or professional services associated with this document are hereby fully incorporated into the current Agreement executed between SirsiDynix and Customer, If there is no current agreement between the parties, the terms and conditions of the current SirsiDynix Master Software License and Services Agreement shall be deemed the controlling Agreement between the parties, a copy of which shall be furnished upon Customer's request. Any and all pre-printed terms and conditions on Customer's Purchase Order(s) submitted to SirsiDynix are hereby rejected and shall be superseded by the current Agreement, unless such ecditional terms are statutorily required of the Customer. In the event of a conflict, the terms, payment terrn ,'dis ounts, product lists and/or statement of work contained within this document shall take precedence over the currntAreement between the parties. In the event Customer desires or f i:; is hereby roily incorporated into the current Agreement executed between SirsiDynix and usto per. if any The above information is a trocie secret, propri etar, and confidential and is only ror use by the library named above and not to be released Copyright 2022 Sirsi Corporation - All FRtigh1,5 Reserved Siisinynix F1a4:,e 9 of 11 Doou i n Envelope ID: F696130A8-9785-47F9-96713-3CD05094DC71 Quote for National Qty Public,' Library Quote Number 110755 requires updated terms and conditions for the ntinuing business relationship rith S rsiDyn x, please contact your regional Sales Representative. This quote is hereby Puny incorporated into the current Agreement executed betweenit iDynix and Customer, if any. The above information is a trade secret. proprLetary and confidential and is only for use by the library named above and not to be released. Copyright 2022 Sirsi Corporation - All Rights Reserved er red Page 10 of 11 DocuSign Envelope ID: F6 6BO 8-9785-47F9-967B-3CDO5O94D 71 Quote for National Olt." PuiLi f r; ;r: w is ih r 11,0755 Signature(s) Customer Signature: National City Public Libra By: (Authorized Signature Name: ifr.1II7. 501e Sirsi Corporation dbaSirsiDynix Signature: ��— ©acuSigned by: hitikt r By: �..-6 E ,ta (Authorized Sic nature) Name: Scott Uo rthi ngton (Printed (Printed 4[ rint ed ) Job Title: Date Billing Address: National City Public Library 1401 ati on a l City Blvd. National City California 919- 14 United States Job Title: Da General counsel Ma r-0 2022 I 1 4 PST This Quote is hereby fully incorporated into the current Agreement executed between irsiD r„i . nd Customer. if any The above information is a trade secret, proprietary and confidential arid is only for use by the library named above r MCI to be released Gopyri ht 2022 Sirsi Corporation _ A►1 Rights R's r'ved (!;11)S• • Page 1 'l of 11