18 August 2015 Finalized 28 September 2015

Transcription

1 Page 1 of 72 RMG Consultants, Inc. 18 August 2015 Finalized 28 September 2015 RMG s REPORT ON AN ILS COST/BENEFIT ANALYSIS AND RECOMMENDATIONS FOR A NEXT-GENERATION INTEGRATED LIBRARY SYSTEM (NGS) FOR BROWARD COUNTY LIBRARY (BCL) Broward County FL 2015 RMG Consultants, Inc. RMG Information Consultants Pty Ltd RMG Consultants, Inc. 7 Drummond St South 333 W. North Avenue #396 Ballarat VIc 3350, Australia Chicago, IL 60610, USA Tel Voice: rmggp@oz .com.au rmg@rmgconsultants.com

2 Page 2 of 72 TABLE OF CONTENTS Section Number Section Name Page TABLE OF CONTENTS... i EXECUTIVE SUMMARY INTRODUCTION AND BACKGROUND QUOTED COSTS FOR SYSTEMS AND SERVICES COSTS OF AN NGS FOR BCL ESTIMATED COSTS FOR BCL PERSONNEL FOR AN NGS COSTS OF DISCOVERY SERVICES (DS) FOR BCL ESTIMATED 5-YEAR COSTS OF OWNERSHIP FOR AN NGS PRODUCTION SYSTEM PLUS A TEST & TRAINING SYSTEM ESTIMATED COSTS OF ENHANCING CURRENT CARL.X SOFTWARE FOR A CARL.X-BASED NGS ILS VENDOR VIABILITY ILS MARKETPLACE TRENDS, AND PUBLIC LIBRARY FUNDING TRENDS ESTIMATED QUANTITATIVE AND QUALITATIVE BENEFITS OF IMPLEMENTING A NEW ILLS ASSESSMENT OF THE COUNTY S RFP PROCESS AND OTHER ILS PROCUREMENT ALTERNATIVES RMG Consultants, Inc. 28 September 2015 Page: i

3 Page 3 of 72 EXECUTIVE SUMMARY RMG Consultants, Inc. (RMG) has assisted the Broward County Library (BCL) with a Cost/Benefit Analysis to evaluate the benefits of investing (soliciting and implementing) in a replacement Integrated Library System (ILS) system. RMG issued a Request for Information (RFI) to vendors of Next-Generation Integrated Library Systems (NGSs), Discovery Services (DSs), and Social OPAC Services of interest to BCL. Four vendors submitted RFI Responses. OCLC chose not to respond with quotations or information regarding its WorldShare Management Services (WMS) and other SaaS (Software as a Service) offerings. RMG notes that three responding companies offer Next-Generation Integrated Library Systems (NGSs) - Innovative Interfaces, Inc. (Innovative, or III), SirsiDynix, The Library Corporation (TLC) -- and that the fourth respondent, BiblioCommons, offers what are addressed in the RMG RFI as Social OPAC (Online Public Access Catalog) Services and Discovery Services DSs). Please note that these distinctions in terminology and references are maintained throughout this report and in data tables. Based on comparisons of the ILS vendors 5-year quoted costs in RFI Responses for their Integrated Library System solutions including on-premise server-based NGSs and Software as a Service (SaaS) offerings, it appears that all but one of the quoted NGSs would be less costly than the estimated 5-year costs for the current CARL.X system projected by BCL to be $1,409,949. Quoted 5-Year Costs for NGSs for BCL: Production Systems plus Test & Training Systems (from Table 2-1) Innovative - Polaris SirsiDynix - Symphony & BlueCloud TLC -- CARL.X Vendors' Quoted 5-Year Costs for BCL RFI On-Premise Standalone NGS Configurations 1.1 and (1) Configuration 1.1: On-Premise Standalone NGS ILS Production System 1,055, , ,980 (2) Configuration 1.1.1: On-Premise Standalone NGS Test & Training System Incl 14, ,349 TLC does not recommend CARL Test & Training System - not needed (3) Quoted 5-Yr Costs for Configurations 1.1 and ,055, ,540 1,217,329 Vendors' Quoted 5-Year Costs for BCL RFI SaaS NGS Configurations 1.2 and (4) Configuration 1.2 SaaS NGS ILS Production System 1,550, , ,570 (5) Configuration SaaS NGS Test & Training System Incl Incl 475,480 TLC does not recommend CARL Test & Training System (6) Quoted 5-Yr Costs for Configurations 1.2 and ,550, ,000 1,395, RMG Consultants, Inc. 28 September 2015 Page:- 1

4 Page 4 of 72 RMG notes that BCL currently operates the CARL.X System without a full Test and Training System. RMG recommends that a Test and Training System be considered for BCL s Next-Generation System (NGS). The above quotes therefore include a resource that is not part of BCL s current CARL.X configuration and which The Library Corporation (TLC) says is not needed with CARL.X. RMG advises this this should be fully addressed in any formal evaluation of a CARL System as BCL s NGS. The one-time costs quoted for the NGSs are as follows. Note that estimates for continuing with the current CARL.X System would not require any one-time, up-front costs. RMG notes that the amount of one-time costs may figure significantly in considering options for procurement of an NGS from contracts generated by the State of Florida, and the General Services Administration of the Federal Government, as well as other units of the federal Government, PRIDE, and Respect of Florida. Vendors' Quoted One-Time Costs for BCL NGS Production Systems plus Test & Training Systems (from Table 2-1) Innovative - Polaris SirsiDynix - Symphony & BlueCloud TLC -- CARL.X Configuration 1.1: On-Premise Standalone NGS ILS Production System 444, , ,596 Configuration 1.1.1: On-Premise Standalone NGS Test & Training System Incl 8, ,329 SUBTOTAL 444, , ,925 Configuration 1.2 SaaS NGS ILS Production System 416,424 75, ,594 Configuration SaaS NGS Test & Training System Incl Incl 102,776 SUBTOTAL 416,424 75, ,370 5-YEAR PROJECTIONS OF COSTS OF OWNERSHIP AND OPERATION OF NGSs FOR BCL (Table 1) Line 7 of the following Table 1 shows projections of the 5-year costs of BCL s ownership and operation of NGSs (Next-Generation Integrated Library System) are less costly than the estimated 5-year costs for continuing with the current CARLX system projected by BCL to be $4,640,882 (from Table 4-0). Note that these 5-year projections include estimates for the costs of third-party systems and services used with CARL.X (see tables in Section 4) and the estimated costs of staff time that would be allocated to the NGSs and to these third-party add-ons (see IT staff estimates in tables in Section 3). RMG cautions that vendors' projections of BCL IT staff needed for support and operation of their solutions would require extensive working together with BCL to confirm or revise such estimates RMG Consultants, Inc. 28 September 2015 Page:- 2

5 Page 5 of 72 Table 1 ESTIMATED COSTS AND COST BENEFITS FOR BCL NGS POSSIBILITIES ($) (1) (2) (3) (4) (5) (6) (7) Innovative - Polaris On-Premise System + Test & Training System Innovative - Polaris SaaS + Test & Training System SirsiDynix On- Premise System + Test & Training System SirsiDynix SaaS + Test & Training System TLC -- CARL.X NGS On-Premise System + Test & Training System TLC -- CARL.X NGS SaaS + Test & Training System (1) One-Time NGS Costs (Table 2-1, Lines 12 thru 20) 444, , ,390 75, , ,370 (2) 5-Year NGS Costs w/o Related 3d-Party 1,055,705 1,550, , ,000 1,217,329 1,395,050 Systems & Services (Table 2-1, Lines 3 & 6) (3) Projected 5-Year NGS Cost Difference in Line 2 above from BCL Current CARL System Projected to be $1,409,949 (354,244) 141,007 (421,409) (581,949) (192,620) (14,899) w/o Related 3d-Party Systems & Services (Table 4-0, Line 1) (4) 5-Year Costs for BCL IT Staff (Tables 3-1 thru 3-3) 1,475,039 1,386,149 1,970,174 1,761,003 1,817,375 1,511,284 (5) 5-Year Costs for BCL System Ownership & Operation with 3,831,375 4,237,736 4,259,344 3,889,634 4,335,335 4,206,965 Staff Costs and Related 3d-Party Systems (Tables 4-1 thru 4-6) (6) Projected 5 Year Staff Cost Difference between Line 5 Estimates and BCL (455,263) (544,154) - (209,170) (112,927) (419,018) Current CARL System Projected to be $1,930, (Tables 3-1 thru 3-3) (7) Projected 5-Year Cost Difference from BCL Current CARL System (809,507) (403,147) (381,538) (751,249) (305,547) (433,918) for Ownership and Operation Projected to be $4,640,882 (Tables 4-1 thru 4-6) Notes (a) Lines 3 thru 6: RMG cautions that vendors' projections of reductions in BCL IT staff for support and operation of their solutions require extensive working togethefr with BCL to confirm or revise such estimates RMG Consultants, Inc. 28 September 2015 Page:- 3

6 Page 6 of 72 ROI DETERMINED BY DIFFERENCES IN 5-YEAR COSTS OF NGS PRODUCTION AND TEST AND TRAINING SYSTEMS Line 3 of the above Table 1 shows the projected differences between the quoted costs of NGS Production and Test and Training Systems from the current CARL.X System without consideration of related 3d-Party systems and services that are assumed to be the same for all NGSs. Line 6 shows vendors' projections of reductions in BCL IT staff for support and operation of their solutions that RMG cautions need extensive review with BCL to confirm or revise. Line 7 shows RMG s best estimates of projected 5-year costs differences between the current CARL.X System and the proposed NGSs for NGS Production and Test and Training Systems, related 3d-party systems and services, and the value of BCL IT staff allocated to system support and operation. QUOTES RECEIVED IN VENDORS RFI RESPONSES The following Table 2 shows the tabulation of quotes received in vendors RFI Responses. These quotations are used below to estimate the costs of scenarios for BCL s ILS Future. See the tables in Section 4 for detailed comparisons with the 5-year costs projections for BCL s current CARL.X System RMG Consultants, Inc. 28 September 2015 Page:- 4

7 Page 7 of 72 Table 2 Summary of BCL Quoted RFI 5-Yr Costs by Configuration ($) (from Table 2-1) Innovative - Polaris SirsiDynix - Symphony & BlueCloud Vendors' Quoted 5-Year Costs for BCL RFI On-Premise Standalone NGS Configurations 1.1 and TLC -- CARL.X Biblio - Commons (1) Configuration 1.1: On-Premise Standalone NGS ILS Production System 1,055, , ,980 N/A (2) Configuration 1.1.1: On-Premise Standalone NGS Test & Training System Incl 14, ,349 N/A TLC does not recommend CARL Test & Training System - not needed (3) Quoted 5-Yr Costs for Configurations 1.1 and ,055, ,540 1,217,329 N/A Vendors' Quoted 5-Year Costs for BCL RFI SaaS NGS Configurations 1.2 and (4) Configuration 1.2 SaaS NGS ILS Production System 1,550, , ,570 N/A (5) Configuration SaaS NGS Test & Training System Incl Incl 475,480 N/A TLC does not recommend CARL Test & Training System (6) Quoted 5-Yr Costs for Configurations 1.2 and ,550, ,000 1,395,050 N/A Vendors' Quoted 5-Year Costs for BCL RFI Discovery Service (DS) Configuration 2 (7) Configuration 2 Discovery Service (DS) 234,240 Incl 138,142 incl Vendors' Quoted 5-Year Costs for BCL RFI Social OPAC Services Configuration 2.1 (8) Configuration 2.1 Social OPAC Services 145,647 Incl 135,615 1,333,571 Carl quote for SocialFlow Vendors' Quoted Costs for NGS-Related Services (9) Configuration 3.1 One-Time Authority Control, RDA, and FRBR Services 25,850 Incl 146,000 N/A TLC and SirsiDynix with RDA but without FRBR (10) Configuration 3.2 Annual Authority Control, RDA, and FRBR Services Not Quoted Incl 37,500 N/A TLC and SirsiDynix with RDA but without FRBR (11) Configuration 5 Avg Houry Cost Rate for Custom Development Services Not Quoted Vendors' Quoted One-Time Costs for BCL RFI Configurations (12) Configuration 1.1: On-Premise Standalone NGS ILS Production System 444, , ,596 (13) Configuration 1.1.1: On-Premise Standalone NGS Test & Training System Incl 8, ,329 (14) SUBTOTAL 444, , ,925 (15) Configuration 1.2 SaaS NGS ILS Production System 416,424 75, ,594 (16) Configuration SaaS NGS Test & Training System Incl Incl 102,776 (17) SUBTOTAL 416,424 75, ,370 (18) Configuration 2 Discovery Service (DS) 44,000 Incl 25,000 Incl (19) Configuration 2.1 Social OPAC Services 28,050 Incl 27, ,807 (20) SUBTOTAL 44,000 Incl 52, , RMG Consultants, Inc. 28 September 2015 Page:- 5

8 Page 8 of 72 SCENARIOS FOR BCL s ILS FUTURE: ESTIMATED 5-YEAR COSTS OF BCL OWNERSHIP AND OPERATION: ESTIMATES OF QUANTITATIVE BENEFITS RMG estimates the cost of the following alternatives for BCL ILS future based on quotations in vendors RFI Responses. Scenario #1: Continue with CARL.X as an On-Premise Server Based System 5-Year Costs of Ownership and Operation (from Table 4-0) $4,640,882 Scenario #2: Upgrade CARL.X and continue to operate it as an On-Premise Server Based System 5-Year Costs of Ownership and Operation (from Table 4-5) $4,335,335 Scenario #3: Upgrade CARL.X and operate it as Software as a Service (ILSaaS) 5-Year Costs of Ownership and Operation (from Table 4-6) $4,206,964 Scenario #`4: Replace CARL.X with Another On-Premise, Server-Based ILS 5-Year Costs of Ownership and Operation (from Table 1, Line 5) $3,831,375 to $4,259,344 Scenario #5: Replace CARL.X with Another ILS Delivered as Software as a Service (ILSaaS) 5-Year Costs of Ownership and Operation (from Table 1, Line 5) $3,889,634 to $ 4,237,736 Scenarios 6 thru 10 : Complement any of the above Scenarios #1 through #5 with the use of a 3rd-Party Social OPAC Service as Offered by BiblioCommons in response to the RFI From Table 2-1 add the $1,333,571 5-year Cost quoted by BiblioCommons offerings to any of the above Scenarios RMG Consultants, Inc. 28 September 2015 Page:- 6

9 Page 9 of 72 ESTIMATED QUALITATIVE BENEFITS OF IMPLEMENTING A NEW ILS Based on vendors quoted costs and other information provided in their RFI Responses, RMG believes the following are potential benefits to BCL from implementing a new ILS: (1) Lower 5-year costs than with continued ownership and operation of the current CARL.X System. (2) Reduced allocation of BCL IT staff required for support and operation of an NGS. (3) The potential to re-allocate BCL IT staff from support and operation of the current CARL.X System to other responsibilities. (4) Significant ROI in the time and money required for procurement and implementation of an NGS, as estimated for lower 5-year costs of ownership (one-time and recurring costs paid to vendor) and operation (Library IT staff) than with the current CARL.X System. (5) Provision of some or all system functions and capabilities that have been identified as wanted ILS enhancements. (6) Possible relief depending upon the method of and outcome from an NGS procurement from concerns about the 20-year plus use of the CARL System on the basis of contract extensions. (7) The possibility -- depending upon the method of procurement and the Library s involvement in understanding and evaluating possible systems an services of choosing and implementing a best-fit NGS for support of services to library users and operations of the Library. (8) The possibility of a contract for an NGS -- depending upon the method of procurement that would allow easy and timely refreshments and upgrades of systems and services to keep up with vendor offerings and opportunities for improved User Experiences for the public and staff. (9) The opportunities with implementation of an NGS whether from The Library Corporation or another vendor for staff training in the current and full capabilities of the new system and advantageous re-engineering of workflows and practices to improve services to library users and Library operations and efficiencies. RMG RECOMMENDS THAT BCL PROCEED AS SOON AS POSSIBLE TO PROCURE AN NGS Given the qualitative benefits that may be possible with an NGS and the differences in estimated 5-year costs shown above between BCL s continuing with the current CARL.X System and the costs of NGSs from The Library Corporation, Innovative, and SirsiDynix, RMG recommends that BCL proceed as soon as possible with a Next-Generation Integrated Library System. RMG s RECOMMENDED APPROACH AND METHOD OF PROCUREMENT FOR AN NGS FOR BCL RMG urges the Broward County Library, Purchasing Division, and Office of the County Attorney as soon as possible to review possibilities for non-rfp based procurement of an NGS for BCL as RMG understand may be possible as described in Table 9-1 excerpts from the County s Chapter 21 - OPERATIONAL POLICY, PROCUREMENT CODE FINANCE AND ADMINISTRATIVE SERVICES RMG Consultants, Inc. 28 September 2015 Page:- 7

10 Page 10 of 72 RMG notes that the threshold of one-time costs quoted for NGSs offered as Software as a Service (SaaS) by vendors in response to RMG s RFI may offer opportunities for an NGS procurement on existing contracts without the necessity for an RFPbased solicitation RMG advises the Library to explore with the vendors responding to RMG s RFI their knowledge of the existence of contracts for their systems and services that might be used for procurement of an NGS. Should it prove permissible for the County to procure an NGS using an existing contract, and should such a contract be available for an NGS of interest to the Library, then RMG would advise the Library to conduct a further in-depth review of the system or systems of interest and proceed accordingly to contracting for the preferred NGS. RMG s recommendations are based on the ROI and qualitative benefits of BCL s advancing as soon as possible to an NGS, and the hope -- pending a favorable outcome of the above recommended review of non-rfp-based procurement opportunities -- that such an alternative could be performed efficiently and soon and in a way that full understanding of NGS candidates can be learned about and evaluated by a BCL ILS Project Organization with Library Subject Teams examining and evaluating in detail each module of NGSs of interest. Should this be possible, RMG recommends that the NGSs to be further explored include those presented by vendors to BCL in July 2015 plus the Sierra System offered by Innovative. Should this be possible, RMG suggests that RMG s contracted role for such a Phase 2 procurement activity be revised to allow RMG to assist the County in the design, oversight, and facilitation of such a process, including the development of contract terms and conditions that may be possible at the discretion of the Director of the County Purchasing Division as provided by Chapter 21, Procurement from Contracts of Other Governments and Published Catalog Prices. If the possibilities for an efficient and expedited NGS procurement addressed above prove infeasible, RMG would recommend that the County proceed immediately with an RFP-based procurement process to obtain an NGS for BCL. VENDOR VIABILITY RMG judges each of the companies responding to RMG s RFI to be viable, based on the information they provided in their RFI Responses and information publicly available from LTG at regarding their experiences with large urban public libraries, the sizes of their customer bases, and for the 3 ILS vendors the long years -- decades -- of their companies in the library automation industry RMG Consultants, Inc. 28 September 2015 Page:- 8

11 Page 11 of 72 ILS MARKETPLACE TRENDS, AND PUBLIC LIBRARY FUNDING TRENDS RMG s observations of current and nascent trends in the industry include the following: (1) Libraries with older ILSs constantly are exploring options for Next-Generations Integrated Library Systems (NGSs) through invited system demonstrations, ILS studies, and in some cases NGS procurement processes that allow full review and evaluation of NGSs and proposals by library staff and procurement project organizations with subject-oriented teams providing input to Library Evaluation Teams. (2) Discovery Services (DSs) as addressed in the RMG RFI are being added on top of existing ILSs or being deployed with NGSs, in order to enhance libraries ROI in e-content. (3) Increasing take-up by libraries of SaaS (Software as a Services) for NGSs and, as mentioned above, for Discovery Services (DSs). (4) Development of NGS offerings as cloud-based Library Management Service Platforms. (5) Overlay by some public libraries and some large urban public libraries of existing ILSs and NGSs with the Social OPAC (Online Public Access Catalog) offerings from BiblioCommons. (6) The embrace by ILS vendors of capabilities, partnerships, and practices with content suppliers for libraries and their users to acquire content from discovery and options offered by OPACs and Discovery Services. (7) The unstoppable growth in offerings and use of e-books in academic libraries and the increased utilization coming with the changing demographics that heightens the need for adaption of new practices by public libraries. (8) Increasing emphasis on mobile users with multiple mobile devices. (9) The needs for libraries especially large urban public libraries -- to adapt nimbly to new technology and content product and services offerings, (10) The willingness of public libraries to find funding (e.g., through funding priorities, bonding initiatives, line items in budgets for new and renovated building projects, from donors and foundations) to keep current with new technology that improves services to users and the efficiencies of library operations. (11) The general awareness that technology investments can improve User Experiences and satisfaction as well as those for Staff. (12) The evolution of structures for metadata in NGSs and the exposure of individual libraries metadata and content through the WWW and to mobile users RMG Consultants, Inc. 28 September 2015 Page:- 9

12 Page 12 of 72 LENGTH AND PAIN OF IMPLEMENTING A NON-TLC NGS Since the identification of BCL s NGS would not be known until the outcome of the procurement process, RMG believes that a 12- month implementation process dating from the time of executing a contract for the NGS should be generically estimated. RMG s practice is to specify dates of key event for such an implementation in the contract for the system, so that the implementation process and period will be clearly defined. A shorter implementation time frame may be possible, depending upon the system and vendor chosen, BCL working with RMG estimated the following requirements for BCL staff training for an NGS that were included in RMG s RFI as Table from which the following table is derived. RMG believes that as the incumbent vendor with an upgrade to BCL s current CARL.X System as its NGS offering, TLC enjoys the advantage of offering a shorter, quicker, and least painful implementation process for BCL to consider. MODULE/FUNCTION TABLE BCL NGS TRAINING REQUIREMENTS STAFF TO BE TRAINED TRAINERS TO BE TRAINED PERSONNEL TO BE TRAINED BY VENDOR General Overview (digital): 0 0 Acquisitions Circulation Cataloging Facilities (Room) Booking & Scheduling Program Registration Serials Administrative System Public Services ESTIMATED TOTAL PERSONNEL TO BE TRAINED Please note that in the above cases of Acquisitions and Public Services that the vendor is requested to train some BCL trainers who will then train other BCL trainers. Ongoing Training for new libraries, new functions, software enhancements, and new system components Please note that the hours required for each person being trained is requested in order to estimate the cost in time of training staff for your NGS RMG Consultants, Inc. 28 September 2015 Page:- 10

13 Page 13 of 72 BCL STAFF TIME AND EFFORT FOR PROCURING AN NGS RMG understands concerns about the time and effort of BCL staff that may be required to procure and implement a Next-Generation Integrated Library System, whether from The Library Corporation or another vendor. RMG believes a procurement process is necessary to overcome the County s concerns about continued contract extensions with The Library Corporation (TLC) Until the method of procurement is determined, and an appropriate process for it is designed, the costs in BCL staff time and effort for the procurement process will not be known. RMG notes that the identification of BCL s NGS would not be known until the outcome of the procurement process As noted above, RMG recognizes that TLC, as BCL s incumbent vendor, could offer an upgrade to BCL s current CARL.X System as its NGS solution; and that this could be a shorter, quicker, and less painful implementation process for BCL to consider than migration to another vendor s platform RMG regards the time and effort required for BCL to move ahead as the cost of doing necessary business. RMG s DATA TABLES IN THIS REPORT The tables in this report that summarize and tabulate data received in vendors RFI Responses are copied from an Excel Workbook produced by RMG and named This workbook has been submitted to BCL. v1.32 BCL NGS RFI Cost Tabs and BCL Budget Data 2015 RMG Consultants, Inc. 28 September 2015 Page:- 11

14 Page 14 of 72 1 INTRODUCTION AND BACKGROUND Broward County Library has been using the current CARL Integrated Library System (ILS), through several upgrades, for over 20 years. RMG Consultants, Inc. (RMG) has assisted the Broward County Library (BCL) with a Cost/Benefit Analysis to evaluate the benefits of investing (soliciting and implementing) in a replacement Integrated Library System (ILS) system. This document is RMG s Report on an ILS Cost/Benefit Analysis and Recommendations for a Next-Generation Integrated Library System (NGS) for Broward County Library (BCL) ( Plans and Recommendations Report or P&R Report ). The following sections report on RMG s findings from responses to a Request for Information (RFI) issued by RMG to vendors of Next-Generation Integrated Library Systems (NGSs), Discovery Services (DSs), and Social OPAC Services of interest to BCL BACKGROUND from the Broward County RFP for Computer Consultant for Libraries BCL notes that there are several viable ILS products in the marketplace; however, such a migration would substantially disrupt library operations and would require a significant investment as compared to renewing the current ILS contract that expires in May Background The Broward County Libraries Division, by population served, is the ninth largest library system in the United States and its 36 branch locations cover more than one million square feet, host over nine million visitors and circulate ten million items annually. The Broward County Libraries Division has nearly one million library card holders who can choose from over three million library materials for public use. The Broward County Libraries Division receives 90,000 requests for items on hold each month. Library card holders have access to the system s entire collection, with the option of picking up and returning materials at any branch location. There is a Main Library in downtown Fort Lauderdale, five regional libraries (two are located on Broward College campuses), and a host of branches and reading centers throughout the community. The African-American Research Library and Cultural Center is one of only a few such specialized libraries in the country featuring a museum, art gallery, rare special collections vault and state-of-the-art auditorium. The Division s website and award winning mobile app (BCL WoW) received, together, thousands of remote electronic hits daily. The Division also administers the collections, programs, and exhibits of the Historical Commission. The Broward County Libraries Division is a window to a world of learning, opportunity, education, and more whose mission is, To provide convenient access to a full range of innovative and cost-effective services that satisfy the changing needs of the people of Broward County for information, education and recreation. The Division has over 600 permanent positions, 160 part-time positions and 50 grant-funded positions. The operating budget is $59 million. For more information, please visit: Additionally, the current library circulation system and vendors are as follows: 1. Integrated Library System (ILS) is CARL X and LS2PAC The Library Corporation, Inc RMG Consultants, Inc. 28 September 2015 Page: 1-1

15 Page 15 of Point of Sale (POS) - Swyer Associates, Inc. 3. Public PC Scheduling and Pay Printing -EnvisionWare, Inc. 4. Self-checkout Tech Logic a subsidiary of The Library Corporation, Inc. 5. Unique Management BCL currently utilizes the following modules and capabilities of the CARL.X System: Circulation Public Access Catalog Cataloging Acquisitions Serials System Administration Third Party Interfaces / APIs Reports Homebound RMG has assisted BCL with RMG s Assistance to BCL during Project Phase 1 An ILS Cost Benefit analysis and recommendations including The total cost of ownership period for at least five (5) years; The total cost of the ownership period for at least five (5) years, commencing from the beginning of the County's fiscal year 2016, which is October 1, This analysis includes cost of personnel, equipment, operating system, upgrades, updates, releases, maintenance, training, application software, customized application software, and relational database software. Current and estimated total cost structure of continuing with the existing ILS and all related third party add-ons (i.e., Public Access Catalog ("PAC"), point of sale ("POS"), customer telephone notifications, web authentication, mobile applications, back-ups, public PC scheduling, pay printing, and self-checkout systems). Examples of items that Consultant shall consider in the analysis shall include, but not be limited to: Enhancements to the current software, ILS vendor viability, ILS marketplace trends, and public library funding trends, including similar size libraries in the continental United States of America. Estimated total cost of County's implementing a new ILS and related third party products (open source ILS shall not be considered as an ILS option; however, hosted (that is vendor-hosted) and on premises solutions (that is Countyhosted) shall be considered as possible options). Estimated quantitative and qualitative benefits of implementing a new ILS RMG Consultants, Inc. 28 September 2015 Page: 1-2

16 Page 16 of 72 RMG s Assistance to BCL during Project Phase 2 Should Broward County decide to initiate a new ILS and third party product solicitation based on RMG s analysis, then RMG may be asked to provide assistance with an RFP-based process RMG Consultants, Inc. 28 September 2015 Page: 1-3

17 Page 17 of 72 2 QUOTED COSTS FOR SYSTEMS AND SERVICES This section summarizes vendors quoted costs in response to the RFI for Next-Generation Integrated Library Systems (NGSs), Discovery Services (DSs), and Social OPAC Services of interest to BCL The following Table 2-0 from the RFI describes configurations of systems and services for which the RFI requested quotations for five (5) years, commencing from the beginning of the County's fiscal year 2016, which is October 1, Table 2-1 summarizes quotations received from the following vendors: Innovative (III) SirsiDynix The Library Corporation (TLC) BiblioCommons RMG Consultants, Inc. 28 September 2015 Page: 2-1

18 Page 18 of 72 TABLE 2-0 LIST OF CONFIGURATIONS OF SYSTEMS AND SERVICES Configuration #1.1: On-Premise Next-Generation Integrated Library System for BCL That would be provided as a total, turnkey Hardware/Software On-Premise Server solution sized to accommodate up to BCL s 2021 projected requirements for peak-hour concurrent public and staff users: an estimated 500 staff users, an estimated 8,000 Web Portal and Public Access Users including 5,400 public users at network-connected devices in libraries, for a total of 8,500 peak hour connected user; plus needed services including data migration and training. The hardware servers should be sized for 8,500 peak-hour concurrent users. Separate hardware servers should be configured for the Database Server and Web Server Configuration #1.1.1: On-Premise Standalone NGS Test and Training System for BCL Configuration #1.1.1 is for a Test and Training System that would be provided as a total, turnkey Hardware/Software Server solution sized for 30 staff users; and would have the same software modules as Configuration #1.1, and would be used for training staff, examining data migration test files, and testing software releases. Configuration #1.2: Next-Generation Integrated Library System as a Service (ILSaaS) for BCL An NGS provided as Software as a Service (ILSaaS) delivered over the Internet that would be remotely operated and managed by vendor on behalf of BCL, to accommodate the same number of users as specified in Configuration #1.1. Configuration #1.2.1: NGS Test and Training System as a Service (ILSaaS) for BCL Identical functionality as Configuration #1.2, sized for 30 staff users. Configuration #2: Configuration #2.1: Discovery Services (DS) Discovery Services to search BCL subscription databases, OPAC, and Internet resources and open content available on the Web; that could be used with BCL s current or future ILS to provide discovery by library users of wanted information and resources. Social OPAC Services Social OPAC Services that could be used with BCL s current or future ILS to provide discovery by library users of wanted books and other resources RMG Consultants, Inc. 28 September 2015 Page: 2-2

19 Page 19 of 72 TABLE 2-0, cont d LIST OF CONFIGURATIONS OF SYSTEMS AND SERVICES Configuration #3.1: Configuration #3.2: Configuration #4: Configuration #5 One-Time Authority Control Services That would be provided as a one-time service for application of authority control to BCL s bibliographic database of MARC records. The result of this authority control process would be the change of each applicable heading in each MARC record to a current form of entry, and production for each such heading of a corresponding MARC authority record for inclusion in the database of the Next-Generation Integrated Library System. Automatic Authority Control Update Services That would be provided as periodic services for automatic updates of Authority Records in BCL s bibliographic and authority database. The result of this update process would be replacement of Authority Records with newer versions of those records, and the update the update by the NGS of headings in associated MARC record to a current form of entry. Peripheral Devices Including portable devices for use with NGS Configurations. Custom Development Services Configuration #5 is for personnel allocated to custom development of the ILS and related systems and services to implement capabilities wanted by BCL. The Services would include but not necessarily be limited to the following positions/roles: Team Leader: That would serve as the Vendor s Custom Development Liaison to BCL and as Manager of the Custom Development Team, including the below-described Lead Analyst and Developer roles. The Team Leader would be a designated individual, allocated as needed to BCL-related tasks. Lead Analyst: That would serve as the Vendor s Lead Analyst in working with BCL to define requirements for wanted functionality, and in working with other Vendor staff to develop the wanted functionality. The Lead Analyst would be a designated individual, allocated as needed to BCL-related tasks. Developers: Development personnel that would be allocated as needed to BCL-related development tasks to provide wanted functionality, including production of documentation RMG Consultants, Inc. 28 September 2015 Page: 2-3

20 Page 20 of 72 Table Summary of BCL Quoted RFI 5-Yr Costs by Configuration ($) (1) (2) (3) (4) (5) (6) Innovative - Polaris SirsiDynix - Symphony & BlueCloud Vendors' Quoted 5-Year Costs for BCL RFI On-Premise Standalone NGS Configurations 1.1 and TLC -- CARL.X Biblio - Commons (1) Configuration 1.1: On-Premise Standalone NGS ILS Production System 1,055, , ,980 N/A (2) Configuration 1.1.1: On-Premise Standalone NGS Test & Training System Incl 14, ,349 N/A TLC does not recommend CARL Test & Training System - not needed (3) Quoted 5-Yr Costs for Configurations 1.1 and ,055, ,540 1,217,329 N/A Vendors' Quoted 5-Year Costs for BCL RFI SaaS NGS Configurations 1.2 and (4) Configuration 1.2 SaaS NGS ILS Production System 1,550, , ,570 N/A (5) Configuration SaaS NGS Test & Training System Incl Incl 475,480 N/A TLC does not recommend CARL Test & Training System (6) Quoted 5-Yr Costs for Configurations 1.2 and ,550, ,000 1,395,050 N/A Vendors' Quoted 5-Year Costs for BCL RFI Discovery Service (DS) Configuration 2 (7) Configuration 2 Discovery Service (DS) 234,240 Incl 138,142 incl Vendors' Quoted 5-Year Costs for BCL RFI Social OPAC Services Configuration 2.1 (8) Configuration 2.1 Social OPAC Services 145,647 Incl 135,615 1,333,571 Carl quote for SocialFlow Vendors' Quoted Costs for NGS-Related Services (9) Configuration 3.1 One-Time Authority Control, RDA, and FRBR Services 25,850 Incl 146,000 N/A TLC and SirsiDynix with RDA but without FRBR (10) Configuration 3.2 Annual Authority Control, RDA, and FRBR Services Not Quoted Incl 37,500 N/A TLC and SirsiDynix with RDA but without FRBR (11) Configuration 5 Avg Houry Cost Rate for Custom Development Services Not Quoted Vendors' Quoted One-Time Costs for BCL RFI Configurations (12) Configuration 1.1: On-Premise Standalone NGS ILS Production System 444, , ,596 (13) Configuration 1.1.1: On-Premise Standalone NGS Test & Training System Incl 8, ,329 (14) SUBTOTAL 444, , ,925 (15) Configuration 1.2 SaaS NGS ILS Production System 416,424 75, ,594 (16) Configuration SaaS NGS Test & Training System Incl Incl 102,776 (17) SUBTOTAL 416,424 75, ,370 (18) Configuration 2 Discovery Service (DS) 44,000 Incl 25,000 Incl (19) Configuration 2.1 Social OPAC Services 28,050 Incl 27, ,807 (20) SUBTOTAL 44,000 Incl 52, ,807 Notes (a)$col$4,$lines$2$&$13:$from$sirsidynix$ ed$quote$on$8@03@2015 (b)$col$5,$line$7:$from$tlc$ ed$quote$on$8@03@2015$for$ebsco$eds (c)$col$5,$lines$8$&$17:$from$tlc$ ed$quote$on$8@03@2015$for$socialflow (d)$col$6,$lines$7$&$8:$from$bibliocommons$ ed$clarification$on$8@03@2015$confirming$both$services$for$the$quoted$price$shown$in$line$ RMG Consultants, Inc. 28 September 2015 Page: 2-4

21 Page 21 of 72 3 ESTIMATED COSTS FOR BCL PERSONNEL FOR AN NGS This section summarizes estimated costs for BCL personnel for a Next-Generation Integrated Library Systems (NGSs), Discovery Services (DSs), and Social OPAC Services. Table 3-1 shows BCL s current allocation of IT personnel to the CARL.X System and BCL s estimates of personel that would be allocated to the CARL NGS On-Premise and SaaS systems. Tables 3-2 and 3-3 summarize estimates by Innovative and SisrsiDynix respectively of the allocation of BCL IT personnel they project are needed for their proposed NGS On-Premise and SaaS solutions RMG Consultants, Inc. 28 September 2015 Page: 3-1

22 Page 22 of 72 TABLE 3-1 ESTIMATED BCL IT STAFF ALLOCATION FOR OPERATION AND SUPPORT OF CURRENT CARL SYSTEM AND CARL NGS ON-PREMISE AND SaaS SYSTEMS (Based on" Employee Costs" spreadsheet received from Brett Kemper ) (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) BCL$EMPLOYEES$(CITED$ ONLY$TO$ASSOCIATE$ STAFF$ALLOCATION$ ESTIMATES$WITH$ FUNCTIONS) BCL$POSITION$NAME $CURRENT$BCL$IT$STAFF$ILS$ROLES$&$SUPPORT$FUNCTIONS$ ANNUAL$ SALARY$($) 5$YEAR$ COST$($) ESTIMATED$ CURRENT$%$ BCL$IT$STAFF$ ALLOCATIO N$WITH$BCL$ CARL$ SYSTEM$ ESTIMATED$ CURRENT$ BCL$IT$STAFF$ 5$YEAR$ COSTS$WITH$ CURRENT$ CARL$ SYSTEM$ ESTIMATED$$%$ ALLOCATION$ WITH$ PROPOSED$ CARL$ON; PREMISE$ SERVER;BASED$ NGS$ CARL$ON; PREMISE$NGS$5$ YEAR$ ESTIMATED$ STAFF$COSTS$ ($) ESTIMATED$$%$ ALLOCATION$ WITH$ PROPOSED$ CARL$SaaS$ NGS CARL$SaaS$NGS$ 5$YEAR$ ESTIMATED$$ STAFF$COSTS$ (S) (1)!!SCHOEN,!LEONARD!J!!!!COMPUTER!SYSTEMS!TECH!!!Online!registration!&!Weeding!Module! 45, ,855!100! 225,855!50! 112,927!50 112,927 (2)!!RAMOTAR,!ADRIAN!R!!!!INFORM!SYSTEMS!AN!III!!!Assistant!ILS!Administrator! 71, ,562!100! 355,562!100! 355,562!75 266,671 (3)!!KEMPER,!BRETT!E!!!!INFORM!SYSTEMS!AN!IV!!!ILS!Administrator! 96, ,120!100! 481,120!100! 481,120!75 360,840 (4)!!MOONEY,!WILLIAM!W!!!!SENIOR!INFO!TECH!SPEC!!!SelfScheckout,!RFID,!AMH,!Quick!Circ,!Network,!New! construction,!wiring,!people!counters,!! 79, ,709!40! 159,483!40! 159,483!40 159,483 (5)!!EDWARDS,!DANIEL!G!!!!SYSTEMS!NETWORK!AN!II!!!South!Regional!desktop!&!network!support! 52, ,012!10! 26,301!10! 26,301!10 26,301 (6)!!HERNANDEZ,!SIXTO!D!!!!SYSTEMS!NETWORK!AN!II!!!West!Regional!desktop!&!network!support! 52, ,012!10! 26,301!10! 26,301!10 26,301 (7)!!PARSONS,!JOSHUA!J!!!!SYSTEMS!NETWORK!AN!II!!!Imaging!PCs,!Creation!Station,!Helpdesk! 52, ,012!10! 26,301!10! 26,301!10 26,301 (8)!!DUPUY,!MARIA!C!!!!SYSTEMS!NETWORK!AN!II!!!Downtown!desktop!support,!Helpdesk! 55, ,795!10! 27,980!10! 27,980!10 27,980 (9)!!FERNANDEZ,!JIMMY!!!!SYSTEMS!NETWORK!AN!II!!!North!Regional!desktop!&!network!support! 56, ,750!10! 28,375!10! 28,375!10 28,375 (10)!!STENGER,!DAVID!E!!!!SYSTEMS!NETWORK!AN!II!!!Northwest!Regional!desktop!&!network!support! 56, ,750!10! 28,375!10! 28,375!10 28,375 (11)!!PUTZER,!HELENE!!!!SYSTEMS!NETWORK!AN!II!!!SelfScheckout,!RFID,!AMH,!Quick!Circ,!Network,!New! construction,!wiring,!people!counters,!! 58, ,711!50! 145,356!50! 145,356!50 145,356 (12)!!BROWNE,!EDWIN!A!!!!SYSTEMS!NETWORK!AN!II!!!Southwest!Regional!desktop!&!network!support! 58, ,151!10! 29,115!10! 29,115!10 29,115 (13)!!BENJAMIN,! JACOB(VACANT)!!!!SYSTEMS!NETWORK!AN!III! (VACANT)!!!3rd!party!product!support! 77, ,683!75! 290,763!75! 290,763!50 193,842 (14)!!PIERRE,!FRANTZ!!!!SYSTEMS!NETWORK!AN!III!!!Desktop!&!network!support!manager,!Helpdesk! 73, ,527!10! 36,653!10! 36,653!10 36,653 (15)!HATHORN,!SYLVESTER!!!!SYSTEMS!NETWORK!AN!III!!!Network!support,!wireless,!Active!Directory,!Helpdesk! 85, ,643!10! 42,764!10! 42,764!10 42,764 (16) MANAGER!OF!LIBRARY!IT (17) TOTALS 972,258 4,861,291 1,930,303 1,817,375 1,511,284 (18) PROJECTED$5$YEAR$STAFF$COST$DIFFERENCE$FROM$CURRENT$CARL$SYSTEM ;112,927 ;419,018 Notes (a)!line!16:!!manager!of!library!it!costs!not!estimated. (b)!cols!4!thruh!11!edtimated!by!brett!kemper.!tlc!did!not!offer!estimates!for!cols!8!and! RMG Consultants, Inc. 28 September 2015 Page: 3-2

23 Page 23 of 72 TABLE 3-2 ESTIMATED BCL IT STAFF ALLOCATION FOR OPERATION AND SUPPORT OF PROPOSED III POLARIS NGS ON-PREMISE AND SaaS SYSTEMS (Based on" Employee Costs" spreadsheet received from Brett Kemper ) (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) BCL$EMPLOYEES$(CITED$ ONLY$TO$ASSOCIATE$ STAFF$ALLOCATION$ ESTIMATES$WITH$ FUNCTIONS) BCL$POSITION$NAME $CURRENT$BCL$IT$STAFF$ILS$ROLES$&$SUPPORT$FUNCTIONS$ ANNUAL$ SALARY$($) 5$YEAR$ COST$($) ESTIMATE D$CURREN T$%$BCL$IT$ STAFF$ ALLOCATI ON$WITH$ BCL$CARL$ SYSTEM$ ESTIMATED$ CURRENT$ BCL$IT$ STAFF$5$ YEAR$COSTS$ WITH$ CURRENT$ CARL$ SYSTEM$ ESTIMATED$$%$ ALLOCATION$ WITH$ PROPOSED$III$ ON;PREMISE$ SERVER;BASED$ NGS$ III$ON;PREMISE$ NGS$5$YEAR$ ESTIMATED$ STAFF$COSTS$ ($) ESTIMATED$$%$ ALLOCATION$ WITH$ PROPOSED$III$ SaaS$NGS III$SaaS$NGS$5$ YEAR$ ESTIMATED$$ STAFF$COSTS$(S) (1)!!SCHOEN,!LEONARD!J!!!!COMPUTER!SYSTEMS!TECH!!!Online!registration!&!Weeding!Module! 45, ,855!100! 225, , ,585 (2)!!RAMOTAR,!ADRIAN!R!!!!INFORM!SYSTEMS!AN!III!!!Assistant!ILS!Administrator! 71, ,562!100! 355, , ,671 (3)!!KEMPER,!BRETT!E!!!!INFORM!SYSTEMS!AN!IV!!!ILS!Administrator! 96, ,120!100! 481, , ,120 (4)!!MOONEY,!WILLIAM!W!!!!SENIOR!INFO!TECH!SPEC!!!SelfScheckout,!RFID,!AMH,!Quick!Circ,!Network,!New! construction,!wiring,!people!counters,!! 79, ,709!40! 159,483!40! 159, ,483 (5)!!EDWARDS,!DANIEL!G!!!!SYSTEMS!NETWORK!AN!II!!!South!Regional!desktop!&!network!support! 52, ,012!10! 26,301!10! 26,301!10 26,301 (6)!!HERNANDEZ,!SIXTO!D!!!!SYSTEMS!NETWORK!AN!II!!!West!Regional!desktop!&!network!support! 52, ,012!10! 26,301!10! 26,301!10 26,301 (7)!!PARSONS,!JOSHUA!J!!!!SYSTEMS!NETWORK!AN!II!!!Imaging!PCs,!Creation!Station,!Helpdesk! 52, ,012!10! 26, , ,301 (8)!!DUPUY,!MARIA!C!!!!SYSTEMS!NETWORK!AN!II!!!Downtown!desktop!support,!Helpdesk! 55, ,795!10! 27, , ,980 (9)!!FERNANDEZ,!JIMMY!!!!SYSTEMS!NETWORK!AN!II!!!North!Regional!desktop!&!network!support! 56, ,750!10! 28,375!10! 28,375!10 28,375 (10)!!STENGER,!DAVID!E!!!!SYSTEMS!NETWORK!AN!II!!!Northwest!Regional!desktop!&!network!support! 56, ,750!10! 28, , ,375 (11)!!PUTZER,!HELENE!!!!SYSTEMS!NETWORK!AN!II!!!SelfScheckout,!RFID,!AMH,!Quick!Circ,!Network,!New! construction,!wiring,!people!counters,!! 58, ,711!50! 145,356!50! 145,356!50 145,356 (12)!!BROWNE,!EDWIN!A!!!!SYSTEMS!NETWORK!AN!II!!!Southwest!Regional!desktop!&!network!support! 58, ,151!10! 29,115!10! 29,115!10 29,115 (13)!!BENJAMIN,! JACOB(VACANT)!!!!SYSTEMS!NETWORK!AN!III! (VACANT)!!!3rd!party!product!support! 77, ,683!75! 290, , ,768 (14)!!PIERRE,!FRANTZ!!!!SYSTEMS!NETWORK!AN!III!!!Desktop!&!network!support!manager,!Helpdesk! 73, ,527!10! 36,653!10! 36,653!10 36,653 (15)!HATHORN,!SYLVESTER!!!!SYSTEMS!NETWORK!AN!III!!!Network!support,!wireless,!Active!Directory,!Helpdesk! 85, ,643!10! 42,764!10! 42,764!10 42,764 (16) MANAGER!OF!LIBRARY!IT (17) TOTALS 972,258 4,861,291 1,930,303 1,475,039 1,386,149 (18) PROJECTED$5$YEAR$STAFF$COST$DIFFERENCE$FROM$CURRENT$CARL$SYSTEM ;455,263 ;544,154 Notes (a)!line!16:!!manager!of!library!it!costs!not!estimated. (b)!cols!8!&!10:!rmg!estimates!based!on!interpretatation!of!iii!estimates!in!rfi!response 2015 RMG Consultants, Inc. 28 September 2015 Page: 3-3

24 Page 24 of 72 TABLE 3-3 ESTIMATED BCL IT STAFF ALLOCATION FOR OPERATION AND SUPPORT OF PROPOSED SIRSIDYNIX NGS ON-PREMISE AND SaaS SYSTEMS (Based on" Employee Costs" spreadsheet received from Brett Kemper ) (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) ESTIMATED ESTIMATED$C $CURRENT$ %$BCL$IT$ URRENT$BCL$ IT$STAFF$5$ ESTIMATED$$%$ ALLOCATION$ SIRSIDYNIX$ON; BCL$EMPLOYEES$(CITED$ ONLY$TO$ASSOCIATE$ STAFF$ALLOCATION$ ESTIMATES$WITH$ FUNCTIONS) BCL$POSITION$NAME $CURRENT$BCL$IT$STAFF$ILS$ROLES$&$SUPPORT$FUNCTIONS$ ANNUAL$ SALARY$($) 5$YEAR$ COST$($) STAFF$ ALLOCATIO N$WITH$ BCL$CARL$ SYSTEM$ YEAR$COSTS$ WITH$ CURRENT$ CARL$ SYSTEM$ WITH$ PROPOSED$SD$ ON;PREMISE$ SERVER;BASED$ NGS$ PREMISE$NGS$5$ YEAR$ ESTIMATED$ STAFF$COSTS$ ($) ESTIMATED$$%$ ALLOCATION$ WITH$PROPOSED$ SD$SaaS$NGS SIRSIDYNIX$SaaS$ NGS$5$YEAR$ ESTIMATED$$ STAFF$COSTS$(S) (1)!!SCHOEN,!LEONARD!J!!!!COMPUTER!SYSTEMS!TECH!!!Online!registration!&!Weeding!Module! 45, ,855!100! 225, , ,855 (2)!!RAMOTAR,!ADRIAN!R!!!!INFORM!SYSTEMS!AN!III!!!Assistant!ILS!Administrator! 71, ,562!100! 355, , ,671 (3)!!KEMPER,!BRETT!E!!!!INFORM!SYSTEMS!AN!IV!!!ILS!Administrator! 96, ,120!100! 481, , ,840 (4)!!MOONEY,!WILLIAM!W!!!!SENIOR!INFO!TECH!SPEC!!!SelfScheckout,!RFID,!AMH,!Quick!Circ,!Network,!New! construction,!wiring,!people!counters,!! 79, , , , ,354 (5)!!EDWARDS,!DANIEL!G!!!!SYSTEMS!NETWORK!AN!II!!!South!Regional!desktop!&!network!support! 52, ,012!10! 26, , ,301 (6)!!HERNANDEZ,!SIXTO!D!!!!SYSTEMS!NETWORK!AN!II!!!West!Regional!desktop!&!network!support! 52, ,012!10! 26, , ,301 (7)!!PARSONS,!JOSHUA!J!!!!SYSTEMS!NETWORK!AN!II!!!Imaging!PCs,!Creation!Station,!Helpdesk! 52, ,012!10! 26, , ,301 (8)!!DUPUY,!MARIA!C!!!!SYSTEMS!NETWORK!AN!II!!!Downtown!desktop!support,!Helpdesk! 55, ,795!10! 27, , ,980 (9)!!FERNANDEZ,!JIMMY!!!!SYSTEMS!NETWORK!AN!II!!!North!Regional!desktop!&!network!support! 56, ,750!10! 28, , ,375 (10)!!STENGER,!DAVID!E!!!!SYSTEMS!NETWORK!AN!II!!!Northwest!Regional!desktop!&!network!support! 56, ,750!10! 28, , ,375 (11)!!PUTZER,!HELENE!!!!SYSTEMS!NETWORK!AN!II!!!SelfScheckout,!RFID,!AMH,!Quick!Circ,!Network,!New! construction,!wiring,!people!counters,!! 58, ,711!50! 145, , ,356 (12)!!BROWNE,!EDWIN!A!!!!SYSTEMS!NETWORK!AN!II!!!Southwest!Regional!desktop!&!network!support! 58, ,151!10! 29, , ,115 (13)!!BENJAMIN,! JACOB(VACANT)!!!!SYSTEMS!NETWORK!AN!III! (VACANT)!!!3rd!party!product!support! 77, ,683!75! 290, , ,763 (14)!!PIERRE,!FRANTZ!!!!SYSTEMS!NETWORK!AN!III!!!Desktop!&!network!support!manager,!Helpdesk! 73, ,527!10! 36, , ,653 (15)!HATHORN,!SYLVESTER!!!!SYSTEMS!NETWORK!AN!III!!!Network!support,!wireless,!Active!Directory,!Helpdesk! 85, ,643!10! 42, , ,764 (16) MANAGER!OF!LIBRARY!IT (17) TOTALS 972,258 4,861,291 1,970,174 1,970,174 1,761,003 (18) PROJECTED$5$YEAR$STAFF$COST$DIFFERENCE$FROM$CURRENT$CARL$SYSTEM 0 ;209,170 Notes (a)!line!16:!!manager!of!library!it!costs!not!estimated. (b)!cols!8!&!10:!rmg!estimates!based!on!interpretatation!of!sirsidynixi!estimates!in!rfi!response!and!subsequent! s 2015 RMG Consultants, Inc. 28 September 2015 Page: 3-4

25 Page 25 of 72 4 ESTIMATED 5-YEAR COSTS OF OWNERSHIP FOR AN NGS PRODUCTION SYSTEM PLUS A TEST & TRAINING SYSTEM This section summarizes estimated 5-year costs (based on vendors RFI Responses) for BCL to own and operate an NGS Production System plus a Test and Training System, beginning with the County's 2016 fiscal year that starts on October 1, 2015, assuming the use of the same related third-party systems and services now used with the current CARLK.X System, at the costs that have been projected for them by BCL. Table 4-0 shows BCL s 5-year cost projections for continuing the current use of CARL.X System and related third-party systems and services. Tables 4-1 through 4-6 show 5-year cost projections for the NGS On-Premise and SaaS solutions offered by Innovative (III), SirsiDynix, and The Library Corporation respectively, assuming the use of the same related third-party systems and services now used with the current CARLK System, at the costs that have been projected for them by BCL RMG Consultants, Inc. 28 September 2015 Page: 4-1

26 Page 26 of 72 TABLE,4I0,BCL s,5iyear,projections,of,costs,of,ownership,and,operation,of,the,of,current,carl.x,system (1) (2) (3) (4) (5) (6) (7) (8) (9) 5,Year,Expense,Forecast (Based,on,current,CARL,spreadsheet,received,from,Mark,Garrick,6I19I2015)! Current!Fiscal!Year! Forecast!Year31! Forecast!Year32! Forecast!Year33! Forecast!Year34! Forecast!Year35! Current!CARL.X!53 Current,CARL.X,System,and,Vendors Projected!Costs (FY16) (FY17) (FY18) (FY19) (FY20) Year!Total!$!!!!!!!!!!282,672.60! (1) BCL,Current,CARL.X,and,LS2PAC,I,The,Library,Corporation,,Inc. $!!!!!!!!!! 217, $!!! 224, $!!!!! 231, $!!!!!!!! 238, $!!!!!!!! 245, $!!!!!!! 252, $!!!!! 1,409, % (2) Point!of!Sale!(POS)!3!Swyer!Associates,!Inc. $!!!!!!!!!!!! 15, $!!!!! 16, $!!!!!!! 16, $!!!!!!!!! 17, $!!!!!!!!!! 17, $!!!!!!!! 18, $!!!!!!! 102, % (3) Public!PC!Scheduling!and!Pay!Printing!3!EnvisionWare,!Inc. $!!!!!!!!!!!! 48, $!!!!! 50, $!!!!!!! 51, $!!!!!!!!! 53, $!!!!!!!!!! 54, $!!!!!!!! 56, $!!!!!!! 315, % (4) Self3Checkout!3!Tech!Logic!a!subsidiary!of!The!Library!Corporation,!Inc $!!!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!! 3 0% (5) Collection!Services!3!Unique!Management,!Inc.! $!!!!!!!!!!!! 26, $!!!!! 26, $!!!!!!! 27, $!!!!!!!!! 28, $!!!!!!!!!! 28, $!!!!!!!! 29, $!!!!!!! 166, % (6) Boopsie $!!!!!!!!!!!! 15, $!!!!! 16, $!!!!!!! 16, $!!!!!!!!! 17, $!!!!!!!!!! 18, $!!!!!!!! 18, $!!!!!!! 103, % (7) Bookletters $!!!!!!!!!!!!!! 5, $!!!!!!! 5, $!!!!!!!! 5, $!!!!!!!!!!! 5, $!!!!!!!!!!! 5, $!!!!!!!! 27, $!!!!!!!!! 54, % (8) Wowbrary!3!Interactive!Sciences $!!!!!!!!!!!!!! 2, $!!!!!!! 2, $!!!!!!!! 2, $!!!!!!!!!!! 2, $!!!!!!!!!!! 2, $!!!!!!!!!! 3, $!!!!!!!!! 16, % (9) CLIO!Software!3!Lawrence!Perkins $!!!!!!!!!!!!!! 1, $!!!!!!! 1, $!!!!!!!! 1, $!!!!!!!!!!! 1, $!!!!!!!!!!! 1, $!!!!!!!!!! 1, $!!!!!!!!! 10, % (10) Content!DM!3!OCLC $!!!!!!!!!!!! 14, $!!!!! 15, $!!!!!!! 15, $!!!!!!!!! 15, $!!!!!!!!!! 16, $!!!!!!!! 16, $!!!!!!!!! 94, % (11) EZProxy!3!OCLC $!!!!!!!!!!!!!!!! $!!!!!!!!!! $!!!!!!!!!!! $!!!!!!!!!!!!!! $!!!!!!!!!!!!!! $!!!!!!!!!!!!! $!!!!!!!!!!! 3, % (12) Library!Technology!Integrated!(LTI)!3!CARL $!!!!!!!!!!!!!! 5, Y1 $!!! 156, $!!!!!!!! 6, $!!!!!!!!!!! 6, $!!!!!!!!!!! 6, $!!!!!!!!!! 7, $!!!!!!! 188, % (13) CollectionHQ!3!Bridgeall!Libraries!Ltd $!!!!!!!!!!!! 45, $!!!!! 37, $!!!!!!! 37, $!!!!!!!!! 37, $!!!!!!!!!! 42, $!!!!!!!! 42, $!!!!!!! 243, Negotiatin $!!!!!!!!!! 400, $!!! 553, $!!!!! 414, $!!!!!!!! 425, $!!!!!!!! 441, $!!!!!!! 474, $!!!!! 2,710, Estimated,Allocation,and,Costs,of,IT,Staff,for,System,Support,and,Maintenance (14) BCL,Current,CARL.X,System,(from,Table,3I1) $,,,,, 1,930, (15) Estimated,,5IYear,Costs,of,Ownership,and,Operation $,,,,, 4,640, RMG Consultants, Inc. 28 September 2015 Page: 4-2

27 Page 27 of 72 TABLE-4J1-ESTIMATED-5JYEAR-PROJECTIONS-OF-COSTS-OF-OWNERSHIP-AND-OPERATION-WITH-III-POLARIS-ONJPREMISE-PRODUCTION-SYSETM-PLUS-TEST-&-TRAINING-SYSTEM (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) 5-Year-Expense-Forecast (Based-on-current-CARL-spreadsheet-received-from-Mark- Garrick-6J19J2015)! Current!Fiscal! Year!Projected! III-Polaris-System-and-Vendors Costs!$!!!!!!282,672.60! (1) Innovative-Polaris-OnJPremise-System 217, (2) Point!of!Sale!(POS)!3!Swyer!Associates,!Inc. 15, (3) Public!PC!Scheduling!and!Pay!Printing!3!EnvisionWare,!Inc. 48, (4) Self3Checkout!3!Tech!Logic!a!subsidiary!of!The!Library!Corporation, 3 (5) Collection!Services!3!Unique!Management,!Inc.! 26, (6) Boopsie 15, (7) Bookletters 5, (8) Wowbrary!3!Interactive!Sciences 2, (9) CLIO!Software!3!Lawrence!Perkins 1, (10) Content!DM!3!OCLC 14, (11) EZProxy!3!OCLC (12) Library!Technology!Integrated!(LTI)!3!CARL 5, (13) CollectionHQ!3!Bridgeall!Libraries!Ltd 45, Forecast!Year3 1!(FY16) Forecast!Year3 2!(FY17) Forecast!Year33! Forecast!Year34! Forecast!Year3 Current!CARL.X!53 (FY18) (FY19) 5!(FY20) Year!Total Estimated!III! Polaris!On3 Premise!NGS!53 Year!Total!w!Test! &!Training!System $!!!!!! $!!! 224, $! 231, $!!! 238, $!!!! 245, $!! 252, $!!! 1,409, % $!!!!!! 1,055, $!!!!!!!!! $!!!!! 16, $!!! 16, $!!!!!! 17, $!!!!!! 17, $!!!!! 18, $!!!!!! 102, % $!!!!!!!!! 102, $!!!!!!!!! $!!!!! 50, $!!! 51, $!!!!!! 53, $!!!!!! 54, $!!!!! 56, $!!!!!! 315, % $!!!!!!!!! 315, $!!!!!!!!!!!!!!!!!!!! $!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!!! 3 0% $!!!!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!! $!!!!! 26, $!!! 27, $!!!!!! 28, $!!!!!! 28, $!!!!! 29, $!!!!!! 166, % $!!!!!!!!! 166, $!!!!!!!!! $!!!!! 16, $!!! 16, $!!!!!! 17, $!!!!!! 18, $!!!!! 18, $!!!!!! 103, % $!!!!!!!!! 103, $!!!!!!!!!!! $!!!!!!!! 5, $!!!!! 5, $!!!!!!!! 5, $!!!!!!!! 5, $!!!!! 27, $!!!!!!!!! 54, % $!!!!!!!!!!!! 54, $!!!!!!!!!!! $!!!!!!!! 2, $!!!!! 2, $!!!!!!!! 2, $!!!!!!!! 2, $!!!!!!! 3, $!!!!!!!!! 16, % $!!!!!!!!!!!! 16, $!!!!!!!!!!! $!!!!!!!! 1, $!!!!! 1, $!!!!!!!! 1, $!!!!!!!! 1, $!!!!!!! 1, $!!!!!!!!! 10, % $!!!!!!!!!!!! 10, $!!!!!!!!! $!!!!! 15, $!!! 15, $!!!!!! 15, $!!!!!! 16, $!!!!! 16, $!!!!!!!!! 94, % $!!!!!!!!!!!! 94, $!!!!!!!!!!!!!! $!!!!!!!!!!! $!!!!!!!! $!!!!!!!!!!! $!!!!!!!!!!!! $!!!!!!!!!! $!!!!!!!!!!! 3, % $!!!!!!!!!!!!!! 3, $!!!!!!!!!!! Y1 $!!! 156, $!!!!! 6, $!!!!!!!! 6, $!!!!!!!! 6, $!!!!!!! 7, $!!!!!! 188, % $!!!!!!!!! 188, $!!!!!!!!! $!!!!! 37, $!!! 37, $!!!!!! 37, $!!!!!! 42, $!!!!! 42, $!!!!!! 243, Negotiating $!!!!!!!!! 243, $!!!!!! 400, $!!! 553, $! 414, $!!! 425, $!!!! 441, $!! 474, $!!! 2,710, $!!!!!! 2,356, Estimated-Allocation-and-Costs-of-IT-Staff-for-System-Support-and-Maintenance (14) III--Polaris-OnJPremise-System-(from-Table-3J2) $--- 1,930, $ ,475, (15) Estimated--5JYear-Costs-of-Ownership-and-Operation $--- 4,640, $ ,831, DIFFERENCE (16) Projected-5JYear-Ownership-and-Operation-Cost-Differencefrom-Current-CARL-System $ (809,507.41) 2015 RMG Consultants, Inc. 28 September 2015 Page: 4-3

28 Page 28 of 72 TABLE-4J2-ESTIMATED-5JYEAR-PROJECTIONS-OF-COSTS-OF-OWNERSHIP-AND-OPERATION-WITH-III-POLARIS-SaaS--PRODUCTION-SYSETM-PLUS-TEST-&-TRAINING-SYSTEM (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) 5-Year-Expense-Forecast (Based-on-current-CARL-spreadsheet-received-from-Mark-Garrick-6J19J2015)! Current!Fiscal!Year! Forecast!Year31! Forecast!Year32! Forecast!Year33! Forecast!Year34! Forecast!Year35! Current!CARL.X!53 Estimated!III! Polaris!SaaS!53 Year!Total!w!Test! III-Polaris-System-and-Vendors Projected!Costs (FY16) (FY17) (FY18) (FY19) (FY20) Year!Total &!Training!System!$!!!!!!!!!!282,672.60! (1) Innovative-Polaris-SaaS $!!!!!!!!!! 217, $!!! 224, $!!!!! 231, $!!!!!!!! 238, $!!!!!!!! 245, $!!!!!!! 252, $!!!!! 1,409, % $!!!!! 1,550, (2) Point!of!Sale!(POS)!3!Swyer!Associates,!Inc. $!!!!!!!!!!!! 15, $!!!!! 16, $!!!!!!! 16, $!!!!!!!!! 17, $!!!!!!!!!! 17, $!!!!!!!! 18, $!!!!!!! 102, % $!!!!!!! 102, (3) Public!PC!Scheduling!and!Pay!Printing!3!EnvisionWare,!Inc. $!!!!!!!!!!!! 48, $!!!!! 50, $!!!!!!! 51, $!!!!!!!!! 53, $!!!!!!!!!! 54, $!!!!!!!! 56, $!!!!!!! 315, % $!!!!!!! 315, (4) Self3Checkout!3!Tech!Logic!a!subsidiary!of!The!Library!Corporation,!Inc $!!!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!! 3 0% $!!!!!!!!!!!!!!!!!! 3 (5) Collection!Services!3!Unique!Management,!Inc.! $!!!!!!!!!!!! 26, $!!!!! 26, $!!!!!!! 27, $!!!!!!!!! 28, $!!!!!!!!!! 28, $!!!!!!!! 29, $!!!!!!! 166, % $!!!!!!! 166, (6) Boopsie $!!!!!!!!!!!! 15, $!!!!! 16, $!!!!!!! 16, $!!!!!!!!! 17, $!!!!!!!!!! 18, $!!!!!!!! 18, $!!!!!!! 103, % $!!!!!!! 103, (7) Bookletters $!!!!!!!!!!!!!! 5, $!!!!!!! 5, $!!!!!!!! 5, $!!!!!!!!!!! 5, $!!!!!!!!!!! 5, $!!!!!!!! 27, $!!!!!!!!! 54, % $!!!!!!!!! 54, (8) Wowbrary!3!Interactive!Sciences $!!!!!!!!!!!!!! 2, $!!!!!!! 2, $!!!!!!!! 2, $!!!!!!!!!!! 2, $!!!!!!!!!!! 2, $!!!!!!!!!! 3, $!!!!!!!!! 16, % $!!!!!!!!! 16, (9) CLIO!Software!3!Lawrence!Perkins $!!!!!!!!!!!!!! 1, $!!!!!!! 1, $!!!!!!!! 1, $!!!!!!!!!!! 1, $!!!!!!!!!!! 1, $!!!!!!!!!! 1, $!!!!!!!!! 10, % $!!!!!!!!! 10, (10) Content!DM!3!OCLC $!!!!!!!!!!!! 14, $!!!!! 15, $!!!!!!! 15, $!!!!!!!!! 15, $!!!!!!!!!! 16, $!!!!!!!! 16, $!!!!!!!!! 94, % $!!!!!!!!! 94, (11) EZProxy!3!OCLC $!!!!!!!!!!!!!!!! $!!!!!!!!!! $!!!!!!!!!!! $!!!!!!!!!!!!!! $!!!!!!!!!!!!!! $!!!!!!!!!!!!! $!!!!!!!!!!! 3, % $!!!!!!!!!!! 3, (12) Library!Technology!Integrated!(LTI)!3!CARL $!!!!!!!!!!!!!! 5, Y1 $!!! 156, $!!!!!!!! 6, $!!!!!!!!!!! 6, $!!!!!!!!!!! 6, $!!!!!!!!!! 7, $!!!!!!! 188, % $!!!!!!! 188, (13) CollectionHQ!3!Bridgeall!Libraries!Ltd $!!!!!!!!!!!! 45, $!!!!! 37, $!!!!!!! 37, $!!!!!!!!! 37, $!!!!!!!!!! 42, $!!!!!!!! 42, $!!!!!!! 243, Negotiating $!!!!!!! 243, $!!!!!!!!!! 400, $!!! 553, $!!!!! 414, $!!!!!!!! 425, $!!!!!!!! 441, $!!!!!!! 474, $!!!!! 2,710, $!!!!! 2,851, Estimated-Allocation-and-Costs-of-IT-Staff-for-System-Support-and-Maintenance (14) III--Polaris-SaaS-(from-Table-3J2) $ ,930, $ ,386, (15) Estimated--5JYear-Costs-of-Ownership-and-Operation $ ,640, $ ,237, DIFFERENCE (16) Projected-5JYear-Ownership-and-Operation-Cost-Differencefrom-Current-CARL-System $--(403,146.83) 2015 RMG Consultants, Inc. 28 September 2015 Page: 4-4

29 Page 29 of 72 TABLE-4J3-ESTIMATED-5JYEAR-PROJECTIONS-OF-COSTS-OF-OWNERSHIP-AND-OPERATION-WITH-SIRSIDYNIX-ONJPREMISE-PRODUCTION-SYSETM-PLUS-TEST-&-TRAINING-SYSTEM (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) 5-Year-Expense-Forecast (Based-on-current-CARL-spreadsheet-received-from-Mark-Garrick-6J19J2015)! Current!Fiscal!Year! Forecast!Year31! Forecast!Year32! Forecast!Year33! Forecast!Year34! Forecast!Year35! Current!CARL.X!53 Estimated!SD! Symphony!On3 Premise!53Year! Total!w!Test!&! SirsiDynix-System-and-Vendors Projected!Costs (FY16) (FY17) (FY18) (FY19) (FY20) Year!Total Training!System!$!!!!!!!!!!282,672.60! (1) SirsiDynix-OnJPremise-System $!!!!!!!!!! 217, $!!! 224, $!!!!! 231, $!!!!!!!! 238, $!!!!!!!! 245, $!!!!!!! 252, $!!!!! 1,409, % $!!!!!!! 988, (2) Point!of!Sale!(POS)!3!Swyer!Associates,!Inc. $!!!!!!!!!!!! 15, $!!!!! 16, $!!!!!!! 16, $!!!!!!!!! 17, $!!!!!!!!!! 17, $!!!!!!!! 18, $!!!!!!! 102, % $!!!!!!! 102, (3) Public!PC!Scheduling!and!Pay!Printing!3!EnvisionWare,!Inc. $!!!!!!!!!!!! 48, $!!!!! 50, $!!!!!!! 51, $!!!!!!!!! 53, $!!!!!!!!!! 54, $!!!!!!!! 56, $!!!!!!! 315, % $!!!!!!! 315, (4) Self3Checkout!3!Tech!Logic!a!subsidiary!of!The!Library!Corporation,!Inc $!!!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!! 3 0% $!!!!!!!!!!!!!!!!!! 3 (5) Collection!Services!3!Unique!Management,!Inc.! $!!!!!!!!!!!! 26, $!!!!! 26, $!!!!!!! 27, $!!!!!!!!! 28, $!!!!!!!!!! 28, $!!!!!!!! 29, $!!!!!!! 166, % $!!!!!!! 166, (6) Boopsie $!!!!!!!!!!!! 15, $!!!!! 16, $!!!!!!! 16, $!!!!!!!!! 17, $!!!!!!!!!! 18, $!!!!!!!! 18, $!!!!!!! 103, % $!!!!!!! 103, (7) Bookletters $!!!!!!!!!!!!!! 5, $!!!!!!! 5, $!!!!!!!! 5, $!!!!!!!!!!! 5, $!!!!!!!!!!! 5, $!!!!!!!! 27, $!!!!!!!!! 54, % $!!!!!!!!! 54, (8) Wowbrary!3!Interactive!Sciences $!!!!!!!!!!!!!! 2, $!!!!!!! 2, $!!!!!!!! 2, $!!!!!!!!!!! 2, $!!!!!!!!!!! 2, $!!!!!!!!!! 3, $!!!!!!!!! 16, % $!!!!!!!!! 16, (9) CLIO!Software!3!Lawrence!Perkins $!!!!!!!!!!!!!! 1, $!!!!!!! 1, $!!!!!!!! 1, $!!!!!!!!!!! 1, $!!!!!!!!!!! 1, $!!!!!!!!!! 1, $!!!!!!!!! 10, % $!!!!!!!!! 10, (10) Content!DM!3!OCLC $!!!!!!!!!!!! 14, $!!!!! 15, $!!!!!!! 15, $!!!!!!!!! 15, $!!!!!!!!!! 16, $!!!!!!!! 16, $!!!!!!!!! 94, % $!!!!!!!!! 94, (11) EZProxy!3!OCLC $!!!!!!!!!!!!!!!! $!!!!!!!!!! $!!!!!!!!!!! $!!!!!!!!!!!!!! $!!!!!!!!!!!!!! $!!!!!!!!!!!!! $!!!!!!!!!!! 3, % $!!!!!!!!!!! 3, (12) Library!Technology!Integrated!(LTI)!3!CARL $!!!!!!!!!!!!!! 5, Y1 $!!! 156, $!!!!!!!! 6, $!!!!!!!!!!! 6, $!!!!!!!!!!! 6, $!!!!!!!!!! 7, $!!!!!!! 188, % $!!!!!!! 188, (13) CollectionHQ!3!Bridgeall!Libraries!Ltd $!!!!!!!!!!!! 45, $!!!!! 37, $!!!!!!! 37, $!!!!!!!!! 37, $!!!!!!!!!! 42, $!!!!!!!! 42, $!!!!!!! 243, Negotiating $!!!!!!! 243, $!!!!!!!!!! 400, $!!! 553, $!!!!! 414, $!!!!!!!! 425, $!!!!!!!! 441, $!!!!!!! 474, $!!!!! 2,710, $!!!!! 2,289, Estimated-Allocation-and-Costs-of-IT-Staff-for-System-Support-and-Maintenance (14) SirsiDynix-(SD)-OnJPremise-System-(from-Table-3J3) $ ,930, $ ,970, (15) Estimated--5JYear-Costs-of-Ownership-and-Operation $ ,640, $ ,259, DIFFERENCE (16) Projected-5JYear-Ownership-and-Operation-Cost-Differencefrom-Current-CARL-System $ (381,538.19) 2015 RMG Consultants, Inc. 28 September 2015 Page: 4-5

30 Page 30 of 72 TABLE-4J4-ESTIMATED-5JYEAR-PROJECTIONS-OF-COSTS-OF-OWNERSHIP-AND-OPERATION-WITH-SIRSIDYNIX-SaaS--PRODUCTION-SYSETM-PLUS-TEST-&-TRAINING-SYSTEM (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) 5-Year-Expense-Forecast (Based-on-current-CARL-spreadsheet-received-from-Mark-Garrick-6J19J2015)! Current!Fiscal!Year! Forecast!Year31! Forecast!Year32! Forecast!Year33! Forecast!Year34! Forecast!Year35! Current!CARL.X!53 Estimated!SD! SaaS!53Year!Total! w!test!&!training! SirsiDynix-SaaS-and-Vendors Projected!Costs (FY16) (FY17) (FY18) (FY19) (FY20) Year!Total System!$!!!!!!!!!!282,672.60! (1) SirsiDynix-SaaS $!!!!!!!!!! 217, $!!! 224, $!!!!! 231, $!!!!!!!! 238, $!!!!!!!! 245, $!!!!!!! 252, $!!!!! 1,409, % $!!!!!!! 828, (2) Point!of!Sale!(POS)!3!Swyer!Associates,!Inc. $!!!!!!!!!!!! 15, $!!!!! 16, $!!!!!!! 16, $!!!!!!!!! 17, $!!!!!!!!!! 17, $!!!!!!!! 18, $!!!!!!! 102, % $!!!!!!! 102, (3) Public!PC!Scheduling!and!Pay!Printing!3!EnvisionWare,!Inc. $!!!!!!!!!!!! 48, $!!!!! 50, $!!!!!!! 51, $!!!!!!!!! 53, $!!!!!!!!!! 54, $!!!!!!!! 56, $!!!!!!! 315, % $!!!!!!! 315, (4) Self3Checkout!3!Tech!Logic!a!subsidiary!of!The!Library!Corporation,!Inc $!!!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!! 3 0% $!!!!!!!!!!!!!!!!!! 3 (5) Collection!Services!3!Unique!Management,!Inc.! $!!!!!!!!!!!! 26, $!!!!! 26, $!!!!!!! 27, $!!!!!!!!! 28, $!!!!!!!!!! 28, $!!!!!!!! 29, $!!!!!!! 166, % $!!!!!!! 166, (6) Boopsie $!!!!!!!!!!!! 15, $!!!!! 16, $!!!!!!! 16, $!!!!!!!!! 17, $!!!!!!!!!! 18, $!!!!!!!! 18, $!!!!!!! 103, % $!!!!!!! 103, (7) Bookletters $!!!!!!!!!!!!!! 5, $!!!!!!! 5, $!!!!!!!! 5, $!!!!!!!!!!! 5, $!!!!!!!!!!! 5, $!!!!!!!! 27, $!!!!!!!!! 54, % $!!!!!!!!! 54, (8) Wowbrary!3!Interactive!Sciences $!!!!!!!!!!!!!! 2, $!!!!!!! 2, $!!!!!!!! 2, $!!!!!!!!!!! 2, $!!!!!!!!!!! 2, $!!!!!!!!!! 3, $!!!!!!!!! 16, % $!!!!!!!!! 16, (9) CLIO!Software!3!Lawrence!Perkins $!!!!!!!!!!!!!! 1, $!!!!!!! 1, $!!!!!!!! 1, $!!!!!!!!!!! 1, $!!!!!!!!!!! 1, $!!!!!!!!!! 1, $!!!!!!!!! 10, % $!!!!!!!!! 10, (10) Content!DM!3!OCLC $!!!!!!!!!!!! 14, $!!!!! 15, $!!!!!!! 15, $!!!!!!!!! 15, $!!!!!!!!!! 16, $!!!!!!!! 16, $!!!!!!!!! 94, % $!!!!!!!!! 94, (11) EZProxy!3!OCLC $!!!!!!!!!!!!!!!! $!!!!!!!!!! $!!!!!!!!!!! $!!!!!!!!!!!!!! $!!!!!!!!!!!!!! $!!!!!!!!!!!!! $!!!!!!!!!!! 3, % $!!!!!!!!!!! 3, (12) Library!Technology!Integrated!(LTI)!3!CARL $!!!!!!!!!!!!!! 5, Y1 $!!! 156, $!!!!!!!! 6, $!!!!!!!!!!! 6, $!!!!!!!!!!! 6, $!!!!!!!!!! 7, $!!!!!!! 188, % $!!!!!!! 188, (13) CollectionHQ!3!Bridgeall!Libraries!Ltd $!!!!!!!!!!!! 45, $!!!!! 37, $!!!!!!! 37, $!!!!!!!!! 37, $!!!!!!!!!! 42, $!!!!!!!! 42, $!!!!!!! 243, Negotiating $!!!!!!! 243, $!!!!!!!!!! 400, $!!! 553, $!!!!! 414, $!!!!!!!! 425, $!!!!!!!! 441, $!!!!!!! 474, $!!!!! 2,710, $!!!!! 2,128, Estimated-Allocation-and-Costs-of-IT-Staff-for-System-Support-and-Maintenance (14) SirsiDynix-SaaS $ ,930, $ ,761, (15) Estimated--5JYear-Costs-of-Ownership-and-Operation $ ,640, $ ,889, DIFFERENCE (16) Projected-5JYear-Ownership-and-Operation-Cost-Differencefrom-Current-CARL-System $-- (751,248.51) 2015 RMG Consultants, Inc. 28 September 2015 Page: 4-6

31 Page 31 of 72 TABLE-4J5-ESTIMATED-5JYEAR-PROJECTIONS-OF-COSTS-OF-OWNERSHIP-AND-OPERATION-WITH-CARL-NGS-ONJPREMISE--PRODUCTION-SYSETM-PLUS-TEST-&-TRAINING-SYSTEM (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) 5-Year-Expense-Forecast (Based-on-current-CARL-spreadsheet-received-from-Mark-Garrick-6J19J2015)! Current!Fiscal!Year! Forecast!Year31! Forecast!Year32! Forecast!Year33! Forecast!Year34! Forecast!Year35! Current!CARL.X!53 Estimated!CARL! NGS!!On3Premise! CARL-NGS-System-and-Vendors Projected!Costs (FY16) (FY17) (FY18) (FY19) (FY20) Year!Total 53Year!Total!$!!!!!!!!!!282,672.60! (1) CARL-NGS-OnJPremise-System $!!!!!!!!!! 217, $!!! 224, $!!!!! 231, $!!!!!!!! 238, $!!!!!!!! 245, $!!!!!!! 252, $!!!!! 1,409, % $!!!!! 1,217, (2) Point!of!Sale!(POS)!3!Swyer!Associates,!Inc. $!!!!!!!!!!!! 15, $!!!!! 16, $!!!!!!! 16, $!!!!!!!!! 17, $!!!!!!!!!! 17, $!!!!!!!! 18, $!!!!!!! 102, % $!!!!!!! 102, (3) Public!PC!Scheduling!and!Pay!Printing!3!EnvisionWare,!Inc. $!!!!!!!!!!!! 48, $!!!!! 50, $!!!!!!! 51, $!!!!!!!!! 53, $!!!!!!!!!! 54, $!!!!!!!! 56, $!!!!!!! 315, % $!!!!!!! 315, (4) Self3Checkout!3!Tech!Logic!a!subsidiary!of!The!Library!Corporation,!Inc $!!!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!! 3 0% $!!!!!!!!!!!!!!!!!! 3 (5) Collection!Services!3!Unique!Management,!Inc.! $!!!!!!!!!!!! 26, $!!!!! 26, $!!!!!!! 27, $!!!!!!!!! 28, $!!!!!!!!!! 28, $!!!!!!!! 29, $!!!!!!! 166, % $!!!!!!! 166, (6) Boopsie $!!!!!!!!!!!! 15, $!!!!! 16, $!!!!!!! 16, $!!!!!!!!! 17, $!!!!!!!!!! 18, $!!!!!!!! 18, $!!!!!!! 103, % $!!!!!!! 103, (7) Bookletters $!!!!!!!!!!!!!! 5, $!!!!!!! 5, $!!!!!!!! 5, $!!!!!!!!!!! 5, $!!!!!!!!!!! 5, $!!!!!!!! 27, $!!!!!!!!! 54, % $!!!!!!!!! 54, (8) Wowbrary!3!Interactive!Sciences $!!!!!!!!!!!!!! 2, $!!!!!!! 2, $!!!!!!!! 2, $!!!!!!!!!!! 2, $!!!!!!!!!!! 2, $!!!!!!!!!! 3, $!!!!!!!!! 16, % $!!!!!!!!! 16, (9) CLIO!Software!3!Lawrence!Perkins $!!!!!!!!!!!!!! 1, $!!!!!!! 1, $!!!!!!!! 1, $!!!!!!!!!!! 1, $!!!!!!!!!!! 1, $!!!!!!!!!! 1, $!!!!!!!!! 10, % $!!!!!!!!! 10, (10) Content!DM!3!OCLC $!!!!!!!!!!!! 14, $!!!!! 15, $!!!!!!! 15, $!!!!!!!!! 15, $!!!!!!!!!! 16, $!!!!!!!! 16, $!!!!!!!!! 94, % $!!!!!!!!! 94, (11) EZProxy!3!OCLC $!!!!!!!!!!!!!!!! $!!!!!!!!!! $!!!!!!!!!!! $!!!!!!!!!!!!!! $!!!!!!!!!!!!!! $!!!!!!!!!!!!! $!!!!!!!!!!! 3, % $!!!!!!!!!!! 3, (12) Library!Technology!Integrated!(LTI)!3!CARL $!!!!!!!!!!!!!! 5, Y1 $!!! 156, $!!!!!!!! 6, $!!!!!!!!!!! 6, $!!!!!!!!!!! 6, $!!!!!!!!!! 7, $!!!!!!! 188, % $!!!!!!! 188, (13) CollectionHQ!3!Bridgeall!Libraries!Ltd $!!!!!!!!!!!! 45, $!!!!! 37, $!!!!!!! 37, $!!!!!!!!! 37, $!!!!!!!!!! 42, $!!!!!!!! 42, $!!!!!!! 243, Negotiating $!!!!!!! 243, $!!!!!!!!!! 400, $!!! 553, $!!!!! 414, $!!!!!!!! 425, $!!!!!!!! 441, $!!!!!!! 474, $!!!!! 2,710, $!!!!! 2,517, Estimated-Allocation-and-Costs-of-IT-Staff-for-System-Support-and-Maintenance (14) CARL-NGS-OnJPremise-System-(from-Table-3J1) $ ,930, $ ,817, (15) Estimated--5JYear-Costs-of-Ownership-and-Operation $ ,640, $ ,335, DIFFERENCE (16) Projected-5JYear-Ownership-and-Operation-Cost-Differencefrom-Current-CARL-System $------(305,547.36) 2015 RMG Consultants, Inc. 28 September 2015 Page: 4-7

32 Page 32 of 72 TABLE-4J6-ESTIMATED-5JYEAR-PROJECTIONS-OF-COSTS-OF-OWNERSHIP-AND-OPERATION-WITH-CARL-NGS-SaaS--PRODUCTION-SYSETM-PLUS-TEST-&-TRAINING-SYSTEM (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) 5-Year-Expense-Forecast (Based-on-current-CARL-spreadsheet-received-from-Mark-Garrick-6J19J2015)! Current!Fiscal!Year! Forecast!Year31! Forecast!Year32! Forecast!Year33! Forecast!Year34! Forecast!Year35! Current!CARL.X!53 Estimated!CARL! NGS!SaaS!53Year! CARL-NGS-SaaS-and-Vendors Projected!Costs (FY16) (FY17) (FY18) (FY19) (FY20) Year!Total Total!$!!!!!!!!!!282,672.60! (1) CARL-NGS-SaaS $!!!!!!!!!! 217, $!!! 224, $!!!!! 231, $!!!!!!!! 238, $!!!!!!!! 245, $!!!!!!! 252, $!!!!! 1,409, % $!!!!! 1,395, (2) Point!of!Sale!(POS)!3!Swyer!Associates,!Inc. $!!!!!!!!!!!! 15, $!!!!! 16, $!!!!!!! 16, $!!!!!!!!! 17, $!!!!!!!!!! 17, $!!!!!!!! 18, $!!!!!!! 102, % $!!!!!!! 102, (3) Public!PC!Scheduling!and!Pay!Printing!3!EnvisionWare,!Inc. $!!!!!!!!!!!! 48, $!!!!! 50, $!!!!!!! 51, $!!!!!!!!! 53, $!!!!!!!!!! 54, $!!!!!!!! 56, $!!!!!!! 315, % $!!!!!!! 315, (4) Self3Checkout!3!Tech!Logic!a!subsidiary!of!The!Library!Corporation,!Inc $!!!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!! 3 $!!!!!!!!!!!!!!!!!! 3 0% $!!!!!!!!!!!!!!!!!! 3 (5) Collection!Services!3!Unique!Management,!Inc.! $!!!!!!!!!!!! 26, $!!!!! 26, $!!!!!!! 27, $!!!!!!!!! 28, $!!!!!!!!!! 28, $!!!!!!!! 29, $!!!!!!! 166, % $!!!!!!! 166, (6) Boopsie $!!!!!!!!!!!! 15, $!!!!! 16, $!!!!!!! 16, $!!!!!!!!! 17, $!!!!!!!!!! 18, $!!!!!!!! 18, $!!!!!!! 103, % $!!!!!!! 103, (7) Bookletters $!!!!!!!!!!!!!! 5, $!!!!!!! 5, $!!!!!!!! 5, $!!!!!!!!!!! 5, $!!!!!!!!!!! 5, $!!!!!!!! 27, $!!!!!!!!! 54, % $!!!!!!!!! 54, (8) Wowbrary!3!Interactive!Sciences $!!!!!!!!!!!!!! 2, $!!!!!!! 2, $!!!!!!!! 2, $!!!!!!!!!!! 2, $!!!!!!!!!!! 2, $!!!!!!!!!! 3, $!!!!!!!!! 16, % $!!!!!!!!! 16, (9) CLIO!Software!3!Lawrence!Perkins $!!!!!!!!!!!!!! 1, $!!!!!!! 1, $!!!!!!!! 1, $!!!!!!!!!!! 1, $!!!!!!!!!!! 1, $!!!!!!!!!! 1, $!!!!!!!!! 10, % $!!!!!!!!! 10, (10) Content!DM!3!OCLC $!!!!!!!!!!!! 14, $!!!!! 15, $!!!!!!! 15, $!!!!!!!!! 15, $!!!!!!!!!! 16, $!!!!!!!! 16, $!!!!!!!!! 94, % $!!!!!!!!! 94, (11) EZProxy!3!OCLC $!!!!!!!!!!!!!!!! $!!!!!!!!!! $!!!!!!!!!!! $!!!!!!!!!!!!!! $!!!!!!!!!!!!!! $!!!!!!!!!!!!! $!!!!!!!!!!! 3, % $!!!!!!!!!!! 3, (12) Library!Technology!Integrated!(LTI)!3!CARL $!!!!!!!!!!!!!! 5, Y1 $!!! 156, $!!!!!!!! 6, $!!!!!!!!!!! 6, $!!!!!!!!!!! 6, $!!!!!!!!!! 7, $!!!!!!! 188, % $!!!!!!! 188, (13) CollectionHQ!3!Bridgeall!Libraries!Ltd $!!!!!!!!!!!! 45, $!!!!! 37, $!!!!!!! 37, $!!!!!!!!! 37, $!!!!!!!!!! 42, $!!!!!!!! 42, $!!!!!!! 243, Negotiating $!!!!!!! 243, $!!!!!!!!!! 400, $!!! 553, $!!!!! 414, $!!!!!!!! 425, $!!!!!!!! 441, $!!!!!!! 474, $!!!!! 2,710, $!!!!! 2,695, Estimated-Allocation-and-Costs-of-IT-Staff-for-System-Support-and-Maintenance (14) CARL-NGS-SaaS-(from-Table-3J1) $ ,930, $ ,511, (15) Estimated--5JYear-Costs-of-Ownership-and-Operation $ ,640, $ ,206, DIFFERENCE (16) Projected-5JYear-Ownership-and-Operation-Cost-Differencefrom-Current-CARL-System $- (433,917.53) 2015 RMG Consultants, Inc. 28 September 2015 Page: 4-8

33 Page 33 of 72 5 ESTIMATED COSTS OF ENHANCING CURRENT CARL.X SOFTWARE FOR A CARL.X-BASED NGS Table 5-1 presents TLC s statements in response to RFI Table 3-3 regarding enhancements to the CARL.X system as defined by BCL and for which quotations were solicited in the RFI. The final lines of Table 5-1 show TLC s estimates of $0 (zero dollars) for providing enhancements to the CARL.X system as defined by BCL and for which quotations were solicited in RFI Table RMG Consultants, Inc. 28 September 2015 Page: 5-1

34 Page 34 of 72 TABLE 5-1 (from TLC s response to RFI Table 3-3) TLC S STATEMENTS REGARDING THE NEED FOR AND COSTS OF SOFTWARE ENHANCEMENTS TO MEET BCL s REQUIREMENTS FOR AN NGS 1. The ability to track staff work loads (who discharged, how much they charged out to customers...etc) TLC: There is an option for staff log-ins to track productivity and increase accountability, and Ad Hoc reporting can be used to gather data. 2. The ability to track work load times to determine staffing needs and locations that may require additional staffing based on work load and daily operations TLC: CARL X's reporting options offer an advanced, statistical-gathering system that reveals the statistical data libraries need for smooth, successful and daily operations. By accessing hourly, daily, monthly, quarterly usage activities, collection reports for weeding, holds purchase alerts, and collection development, and flexible options for reporting our patron details for analysis, our libraries will know the busiest locations and highest usage times so that they can determine whether their library is adequately staffed. 3. The ability to correctly understand the item statistical circulation history, hold history, in- house history... TLC: The CARL X client offers staff the opportunity to view circulation details for all items on a bibliographic record, as well as for individual items. We offer details based on both the owning and circulation (library location where checkout was completed) branch when viewing statistical information in the client, at the item level. Each item record contains a field for Cumulative Circulation (lifetime of the item), In House Circulation (item scanned through system, but not checked out), Circulation Count (current year circulation), and Holds Filled. The annual Circulation Count is reset based on the libraries preferred date, and can be determined by the calendar year or fiscal year. These same circulation statistics are available at the bibliographic level, providing totals for all items associated with a bibliographic record. Additionally, CARL offers easy to use and review, pre-designed reports allowing libraries to obtain circulation data against for a single copy, for a full title, for all materials that are part of a particular collection or shelf location, for all materials that are designated as a particular media code, for a particular audience or of a particular format. Statistical reports can be for all, a subset or one branch location. 4. Thorough training for all staff with a wide range of skills and abilities TLC: No training needed As Broward County Library has been utilizing the TLC ILS for over 20 years and the CARL X system 2015 RMG Consultants, Inc. 28 September 2015 Page: 5-2

35 Page 35 of 72 TABLE 5-1 (from TLC s response to RFI Table 3-3) TLC S STATEMENTS REGARDING THE NEED FOR AND COSTS OF SOFTWARE ENHANCEMENTS TO MEET BCL s REQUIREMENTS FOR AN NGS for the last 5 years, your staff is very familiar with the application and therefore, no additional training is necessary. 5. The ability for Cancelling/Waiving a fine in POS and it automatically be removed from ILS TLC: TLC would be willing to develop this option in partnership with BCL, without a charge for changes to CARL s custom SIP2. We do not currently offer a Cancel or Waive option, via SIP2 as the standard itself does not support this type of fine payment workflow. Additionally, the Third Party POS may need to be updated as well to send these requests appropriately. 6. Ability to do subject search and limit by branch at the same time TLC: This is currently available within LS2 PAC. Additionally, we will be developing this option for staff users, within CARL Connect Collections in the near future. TLC has offered CARL Connect to BCL, at no additional charge, in exchange for a beta partnership. 6. Ability to do subject search and limit by branch at the same time TLC: This is currently available within LS2 PAC. Additionally, we will be developing this option for staff users, within CARL Connect Collections in the near future. TLC has offered CARL Connect to BCL, at no additional charge, in exchange for a beta partnership. 7. Ability to do Name/Title search and limit by branch at the same time TLC: This is currently available within LS2 PAC. Additionally, we will be developing this option for staff users, within CARL Connect Collections, in the near future. TLC has offered CARL Connect to BCL, at no additional charge, in exchange for a beta partnership. 8. Ability to do Title search and limit by branch at the same time TLC: This is currently available within LS2 PAC. Additionally, we will be developing this option for staff users, within CARL Connect Collections, in the near future. TLC has offered CARL Connect to BCL, at no additional charge, in exchange for a beta partnership RMG Consultants, Inc. 28 September 2015 Page: 5-3

36 Page 36 of 72 TABLE 5-1 (from TLC s response to RFI Table 3-3) TLC S STATEMENTS REGARDING THE NEED FOR AND COSTS OF SOFTWARE ENHANCEMENTS TO MEET BCL s REQUIREMENTS FOR AN NGS 9. Have a last checked out date button TLC: We would like to better understand this request, but expect that this can be accommodated, without cost for development. 10. Periodicals and Newspapers have branch holdings information TLC: This option is available within CARL X Staff, and is currently in development for LS2 PAC. 11. One click option to place multiple items on hold for a single patron TLC: Staff can easily place multiple holds on against a title for a book club or teacher s classroom by checking the boxes Retain Patron and Retain Title so there is no need to replicate their searching for the subsequent holds, and Staff can select a not needed after date to avoid costly transit on items after a customer is done with their project or book club discussion. Our staff hold options will be enhanced, without cost to our customers, within CARL Connect Circulation. Currently, LS2 PAC offers customers the option to select and then place holds, against multiple titles. 12. Would like to see improvements in the storage of paper library card applications. I am suggesting the possibility of linking the paper application to the library card record for the ease of retrieval and the elimination of archiving paper record for years. TLC: CARL Connect allow libraries to store and retrieve image data associated with a patron. This functionality could be used to store library card applications, thus eliminating the need for physical storage. Additionally, we could create a separate database table for capturing and storing library card applications, free of charge, for BCL, if the library wants to retain their option to capture a photograph of the patron. 13. The customer database in CARL.X should be able to link and update with third party vendors such a Envisionware. Eg. When a customer record is deleted in CARLX, the record should delete in Envisionware. Make them talk to each other completely. TLC: TLC is able to work with EnvisionWare, where they have capacity, to leverage our existing APIs to allow for this option within the third party database. There is no charge for use of our APIs to the library or the third party RMG Consultants, Inc. 28 September 2015 Page: 5-4

37 Page 37 of 72 TABLE 5-1 (from TLC s response to RFI Table 3-3) TLC S STATEMENTS REGARDING THE NEED FOR AND COSTS OF SOFTWARE ENHANCEMENTS TO MEET BCL s REQUIREMENTS FOR AN NGS 14. Customers that are blocked in CARL.X for exceeding the fine limit for materials returned overdue or never returned, should not be able to use our online databases, overdrive, Hoopla, Freegal, or in-house computers, etc. TLC: The CARL SIP2 instance supports sending this type of information to the Third Party today; the Third Party is then responsible for reading and responding to the sent information. We d be happy to work with third parties, if they need assistance in reading multiple fields for blocking. 15. Would like to have a system that could delete a hold, add a note associated with the item number, and charge the fine in one simple step. TLC: CARL X does not currently automatically post a fine to a patron account when requested materials are not picked up from the holdshelf. This can be accomplished by adding a Manual Fine with the item number to the patron account. However, TLC believes that automating this process would benefit the CARL library community, and is interested in developing this feature in partnership with BCL, without additional cost to the library. 16. Would like to have the ability to see the staff members log-in name that placed a hold. TLC: This information is stored in the CARL database tables, and can be viewed via an Ad-Hoc report, however, it is not currently displayed in our staff clients. TLC is expecting to completing development to expose this information in the CARL Connect client, and would be willing to work with BCL to add to CARL X for adding in this product. 17. Would like to weed directly from the ILS with the ability to run reports for what was weeded, by category, and by who without having to import from a spreadsheet. TLC: This information is stored in the CARL database tables, and can be viewed via an Ad-Hoc report, however, it is not currently displayed in our staff clients. TLC is expecting to completing development to expose this information in the CARL Connect client, and would be willing to work with BCL to add to CARL X for adding in this product. CARL X offers a large number of flags for configuring system Claims Returned materials. We have found that our offerings go way beyond that of other ILS systems. Unfortunately, the automatic cancellation of the Processing Fee is not available at this time. However, TLC is 2015 RMG Consultants, Inc. 28 September 2015 Page: 5-5

38 Page 38 of 72 TABLE 5-1 (from TLC s response to RFI Table 3-3) TLC S STATEMENTS REGARDING THE NEED FOR AND COSTS OF SOFTWARE ENHANCEMENTS TO MEET BCL s REQUIREMENTS FOR AN NGS interested in working with BCL to offer this feature. There would be no cost associated with this change. 18. Would like the processing fee to be automatically cancelled when a claims returned is placed on a lost status item. TLC: CARL X offers a large number of flags for configuring system management of Claims Returned materials. We have found that our offerings go way beyond that of other ILS systems. Unfortunately, the automatic cancellation of the Processing Fee is not available at this time. However, TLC is interested in working with BCL to offer this feature. There would be no cost associated with this change. 19. Ability to take credit card payments via pos. TLC: Your current POS, Swyer Payment.Solution, does accept Credit and Debit cards. However, we will need to additional information to get a quote for this number of workstations where software is needed, as well as the credit card reader hardware. 20. POS should be integrated to the ILS. TLC: Yes. We currently integrate with Swyer Associates, Inc., your current vendor, as well as Comprise products. 21. Allow a PIN code of some sort, separate from phone number. TLC: CARL X currently offers the option for a Patron PIN. In addition to allowing the PIN to be set, the library can determine what the Default value of the PIN is, based on the patron Registration information. The two default PIN options libraries can select from include: populating either the last four-digits of the patron Primary Phone field, or the first five-digits of the patron Primary ZIP Code. The library can set a minimum PIN length, requiring at least 1 to 6 digits, depending on the library requirements for PIN length. from RFI Table 3-3: Please enter costs for enhancements into Table , Line 2.21 and in Table , Line RMG Consultants, Inc. 28 September 2015 Page: 5-6

39 Page 39 of 72 TABLE 5-1 (from TLC s response to RFI Table 3-3) TLC S STATEMENTS REGARDING THE NEED FOR AND COSTS OF SOFTWARE ENHANCEMENTS TO MEET BCL s REQUIREMENTS FOR AN NGS From Table : Line 2.21 Costs for needed enhancements to meet requirement described in table 3-3 $0 From Table : Line 1.2 Customization/programming programming for enhancements as described by Table 3-3 $ RMG Consultants, Inc. 28 September 2015 Page: 5-7

40 Page 40 of 72 6 ILS VENDOR VIABILITY Tables 6-1 through 6-4 present statements from vendors RFI Responses regarding their viability as BCL s ILS vendor. from Vendors RFI Responses and LTG at Innovative Innovative now supports an installed base of over 2,400 library systems, totaling 9,500 libraries, in 66 countries. Corporate headquarters will continue to be located in Emeryville, CA, with other major offices in Blacksburg, VA; Syracuse, NY; Dublin, Ireland; Barcelona, Spain; Kuala Lumpur (Selangor), Malaysia; and Noida, India. Innovative now employs more than 500 staff members, including 150 librarians. In the spring of 2012, the company announced a strategic investment from Huntsman Gay Global Capital, a leading middlemarket private equity firm, and JMI Equity, a leading growth equity firm focused on investing in growing software, Internet, and business services companies. On March 31, 2014 Innovative acquired Polaris Library Systems, bringing together two of the leading providers of library services platforms to the public library community. Two months later, on May 30, 2014 Innovative acquired VTLS, a library automation solutions provider with customers in 44 countries. from LTG Innovative Interfaces, Inc. offers the following Integrated Library Systems: Sierra (1726 libraries, 3799 facilities in libraries.org) Public libraries: 1185 Academic libraries: 406 School libraries: 9 30 libraries have migrated away from this system. Millennium (1025 libraries, 2109 facilities in libraries.org) Public libraries: 262 Academic libraries: 537 School libraries: libraries have migrated away from this system. Polaris (1403 libraries, 3258 facilities in libraries.org) Public libraries: 1232 Academic libraries: RMG Consultants, Inc. 28 September 2015 Page: 6-1

41 Page 41 of 72 School libraries: libraries have migrated away from this system. Virtua (228 libraries, 494 facilities in libraries.org) Public libraries: 22 Academic libraries: 134 School libraries: 1 61 libraries have migrated away from this system. A total of 9660 library facilities included in libraries.org use an ILS provided by Innovative Interfaces, Inc.Innovative Interfaces, Inc. offers an OpenURL Link Resolver: WebBridge used in 83 libraries, 208 facilities in libraries.org) SirsiDynix SirsiDynix is the global leader in library automation, management and user experience solutions. SirsiDynix has the largest installed customer base in the industry, with nearly 3,700 library clients around the world serving more than 200 million people through more than 23,000 library locations. Of special note, we provide hosted options to 750 clients. We have been providing our hosted option for over ten years, with better than 99% uptime since inception (and better than 99.9% in 2014). With over 30 years of industry experience, we know how to deliver outstanding solutions and on-time implementations to SirsiDynix was acquired by Vista Equity Partners in December of 2006 and was then acquired by ICV Partners, a leading investment firm, in December of from LTG SirsiDynix offers the following Integrated Library Systems: Symphony (3640 libraries, facilities in libraries.org) Public libraries: 2079 Academic libraries: 616 School libraries: libraries have migrated away from this system. Horizon (814 libraries, 2381 facilities in libraries.org) Public libraries: 490 Academic libraries: 186 School libraries: libraries have migrated away from this system. Dynix (10 libraries, 19 facilities in libraries.org) Public libraries: 2 Academic libraries: 0 School libraries: libraries have migrated away from this system RMG Consultants, Inc. 28 September 2015 Page: 6-2

42 Page 42 of 72 DRA (0 libraries, 0 facilities in libraries.org) Public libraries: 0 Academic libraries: 0 School libraries: libraries have migrated away from this system. INLEX/3000 (0 libraries, 0 facilities in libraries.org) Public libraries: 0 Academic libraries: 0 School libraries: libraries have migrated away from this system. A total of library facilities included in libraries.org use an ILS provided by SirsiDynix. SirsiDynix offers an OpenURL Link Resolver: None used in 199 libraries, 242 facilities in libraries.org) The Library Corporation TLC recently celebrated its 40th anniversary. Today TLC s largest customers are exclusively public libraries. TLC products have been enhanced substantially over the years by virtue of who our customers are and what they demand of us. We are stronger for these high-profile partnerships, and our products are more fully featured than any in the industry because of them. We take pride in our unique place in the ILS marketplace, offering strong technologies and support for all types of libraries. from LTG The Library Corporation offers the following Integrated Library Systems: Library.Solution (810 libraries, 3787 facilities in libraries.org) Public libraries: 562 Academic libraries: 100 School libraries: libraries have migrated away from this system. Carl.X (29 libraries, 300 facilities in libraries.org) Public libraries: 28 Academic libraries: 0 School libraries: 0 17 libraries have migrated away from this system. Carl (3 libraries, 4 facilities in libraries.org) Public libraries: RMG Consultants, Inc. 28 September 2015 Page: 6-3

43 Page 43 of 72 Academic libraries: 1 School libraries: libraries have migrated away from this system. A total of 4091 library facilities included in libraries.org use an ILS provided by The Library Corporation. BiblioCommons As a company whole-heartedly committed to the future of public libraries, BiblioCommons prioritizes the patron experience first, through research and collaboration with public libraries, and we propose to bring this research and commitment to patron experience to the community of Broward County. RMG Assessment and Comments: RMG judges each of the companies responding to RMG s RFI to be viable, based on the information they provided in their RFI Responses and information publicly available from LTG at regarding their experiences with large urban public libraries, the sizes of their customer bases, and for the 3 ILS vendors the long years -- decades -- of their companies in the library automation industry RMG Consultants, Inc. 28 September 2015 Page: 6-4

44 Page 44 of 72 TABLE 6-1 INNOVATIVE S STATEMENTS REGARDING VIABILITY AS BCL S ILS VENDOR While Innovative can point to over 36 years of software development and advancements, we know that our history is not enough. It s the lessons we ve learned, the ways we ve grown and expanded, and the tenets we stand by that illustrate why Innovative is the library automation market leader today. We are driven by the same mission as our customers: to provide the best service possible to library patrons. To this end, we create breakthrough product solutions. We keep pace with technology and library trends. We believe in open systems and integrated workflows. We advocate for libraries and their patrons. Here s a brief look into the advancements and achievements that have gotten us here today. Founded in 1978, Innovative s first product illustrated the origin of the company s name by providing a revolutionary and timesaving software solution for bibliographic record processing. (For the history buffs: Innovative provided an interface that allowed libraries to download OCLC bibliographic records into a CLSI circulation system without re-keying.) After securing the first black box installations at CSU Sacramento and UC Riverside, Innovative s customer base grew quickly and set the company on a path to success. The next two decades were a time of growth as Innovative launched the first truly integrated library system (ILS) called INNOPAC in the 1980s, which included a public access catalog, circulation, and serials and acquisition modules. This system was a precursor to Millennium, which became the leading and most trusted ILS in the marketplace when it launched in the 1990s. To illustrate its commitment to customers, Innovative also launched its customer service website, CSDirect, to support libraries with Web-based call initiation and reporting, as well as a wealth of information, training, and product tutorials. In addition to providing both the platform and the support for library automation in the 1990s, Innovative created its first resource sharing system, INN-Reach, to increase dramatically the speed and cost effectiveness of resource sharing. To expand its international presence, Innovative also purchased SLS Information Systems of Great Britain. Ten years later, Innovative started development on Encore to redefine discovery and bring electronic articles and local collections of all kinds together in a single search. Coupled with system expansions to integrate selfcheck, digital content, and electronic administrative tools, Innovative continued to be on the forefront of technological advancement through the 2000s, made especially clear by the first-to-market Electronic Resource Management tool RMG Consultants, Inc. 28 September 2015 Page: 6-5

45 Page 45 of 72 TABLE 6-1 INNOVATIVE S STATEMENTS REGARDING VIABILITY AS BCL S ILS VENDOR Fast-forward to today where Innovative s products illustrate this accumulation of knowledge and experience. Our Library Services Platform (LSP), Sierra, provides a truly open platform that allows libraries to connect to a range of services and third-party providers. Launched in 2012, Sierra has become the most rapidly adopted Integrated Library System/Library Service Platform (ILS/LSP) in the industry. But Innovative hasn t been content to rest on its laurels in March of 2014 the company acquired Polaris Library Systems, a leading provider of technology to public libraries in the U.S., and in June 2014 Innovative acquired VTLS, a custom library automation solutions provider with customers in 44 countries. By bringing the three companies library expertise under one roof, Innovative offers even greater resources to customers in solving the challenges of library automation, deepening customer support, and enhancing product development capabilities worldwide. Innovative today has more than 2,400 library systems installed in 9,500 libraries, spanning the globe in 66 countries. Innovative's 500 employees provide a depth of talent unmatched elsewhere, with more than 120 librarians on staff who understand the demands placed on libraries every day. Innovative also leads in installed systems among members of the Association for Research Libraries and the Urban Library Council. Innovative looks forward to many more years of technological advancements and growth as we continue to support libraries, their staff, and the patrons we all serve. For more than 35 years, Innovative has helped libraries solve their most pressing technological challenges, dramatically improving their operational efficiency and their ability to serve their users. From Ohio to Hong Kong, from Finland to South Africa, across all types of libraries, Innovative products and services ensure long-term success, even as the very definition of the library is being transformed. We provide the complete picture for your open and integrated system. A list of names of your library customers of similar size to BCL Fort worth Public Library Miami Dade Public Library Black Gold Cooperative Library System Denver Public Library Sno-Isle 2015 RMG Consultants, Inc. 28 September 2015 Page: 6-6

46 Page 46 of 72 TABLE 6-2 SIRSIDYNIX S STATEMENTS REGARDING VIABILITY AS BCL S ILS VENDOR SirsiDynix is a leader in the industry, with a customer base that includes over 3,700 library clients around the world serving more than 300 million people through more than 23,000 library outlets. With over 30 years of industry experience, we know how to deliver outstanding solutions and on-time implementations to all types of libraries, helping you to deliver a great patron experience while increasing productivity and lowering costs. SirsiDynix prides itself not just on the software and services we offer libraries, but on being a company our own employees enjoy working for: satisfied employees make it easier to have satisfied customers! Company Profitable. SirsiDynix is a profitable and cash-flow positive business that has earned 8 figures ($10 million plus) of profit annually during the past 3 years. SirsiDynix is a solid, growing company. In 2014 we moved 75 customers to Symphony. Those 75 customers Symphony customers are in addition to the 86 new Symphony customers we gained in 2013 and the industry-leading 87 customers we gained in We increased our staff in recent years and are prepared for and anticipating the addition of many more Symphony customers in In-house development. Not only is our R&D department growing (development staff increased by nearly 60% from 2011 to 2013); all development is done by SirsiDynix employees we have no offshore developers. Employee Satisfaction. SirsiDynix has the highest glassdoor.com employee ratings in the industry RMG Consultants, Inc. 28 September 2015 Page: 6-7

47 Page 47 of 72 TABLE 6-2 SIRSIDYNIX S STATEMENTS REGARDING VIABILITY AS BCL S ILS VENDOR SirsiDynix has the highest glassdoor.com employee ratings in the industry Glassdoor.com Library Software Companies January 2015 SirsiDynix OCLC Ex Libris VTLS Follett TLC III Software Leading the way with e-content. With SirsiDynix eresource Central (erc) patrons have the ability to search e-content alongside physical content, see real-time availability and previews for e-content, and download titles from within the catalog (with a single click for some e-book vendors!) We re mobile (and social). SirsiDynix BookMyne provides patrons access to your catalog from Apple and Android devices, including features like scanning a barcode from a bookstore or a friend s home and seeing whether the library has the item and then placing a hold if desired; SirsiDynix Social Library is a native Facebook app that lets patrons search, place holds, discuss, share materials and more within Facebook; SirsiDynix MobileCirc frees staff to perform circulation and inventory from hand-held devices. We re moving to the cloud. Our BLUEcloud Library Services Platform is fully web based, will be full featured, and, for 2015 RMG Consultants, Inc. 28 September 2015 Page: 6-8

48 Page 48 of 72 TABLE 6-2 SIRSIDYNIX S STATEMENTS REGARDING VIABILITY AS BCL S ILS VENDOR current Symphony and Horizon customers, is absolutely free of charge (e.g., a library using Symphony Cataloging will get BLUEcloud Cataloging for free). And libraries can use both clients simultaneously, making the transition on their own timeline. BLUEcloud uses HTML5, so staff will be able to access Symphony from any hand- held device or tablet. Partnering with customers. At SirsiDynix, we know our software can always be improved, and we know getting input from our customers is one of the most effective ways of making that happen. We encourage customers to submit ideas for development (over 200 customer enhancement requests have been incorporated into Symphony). Our release notes include a symbol (at right) to designate enhancements that originated from customer enhancement forums. SirsiDynix also has a Strategic Partnership Program that is designed to foster even greater interactions between the SirsiDynix Engineering organization and leading customers. Customers that participate as strategic partners will have direct input into the product design process and provide feedback throughout product implementation. Services SaaS Experience. SirsiDynix has been hosting customers longer than any other vendor. Over 25% of our Symphony customers are hosted. NIST accreditation for SaaS. SirsiDynix has undergone National Institute of Standards and Technology (NIST) Special Publication (SP) low baseline accreditation for Symphony and for the SirsiDynix SaaS services which support Symphony (and all other hosted SirsiDynix products). Other SirsiDynix products, besides Symphony, can become NIST SP accredited if sponsored by a customer. No other ILS vendor offering hosted solutions 2015 RMG Consultants, Inc. 28 September 2015 Page: 6-9