Library Engagement Technology Tools

Location: North Carolina
Posted: May 11, 2026
Due: May 28, 2026
Agency: State Government of North Carolina
Type of Government: State & Local
Category:
  • 76 - Books, Maps, and Other Publications
  • D - Automatic Data Processing and Telecommunication Services
Solicitation No: 940RFP042926
Publication URL: To access bid details, please log in.
Solicitation Number: 940RFP042926
Project Title: Library Engagement Technology Tools
Description: The library is seeking proposals from qualified vendors to provide an integrated, user-friendly suite of digital engagement tools that enhance the patron experience across online and mobile platforms. The solutions should support core engagement functions including: • A public-facing events and programs calendar • A room reservation system for public and staff-managed spaces • Tools for scheduling one-on-one appointments with library staff • A mobile application to enhance the digital experience The library currently utilizes the Polaris ILS for circulation, patron records, and core library operations, as well as BiblioCommons for discovery and patron engagement. Proposers should clearly describe how their solution integrates with the existing BiblioCommons platform, and how it will interoperate with Polaris ILS to ensure a seamless patron and staff experience. Proposers should describe their approach to implementation, including project management, configuration, data migration (if applicable), integration with existing systems, and staff training. Ongoing support, system maintenance, and upgrade processes should also be detailed. The solution should be cloud-based, scalable, and compliant with applicable data security, privacy, and accessibility standards. The library is particularly interested in solutions that minimize fragmentation by providing a unified platform or tightly integrated modules, reduce administrative burden on staff, and deliver a seamless and engaging experience for patrons across all digital touchpoints
Opening Date: 5/28/2026 2:00 PM
Posted Date: 5/12/2026
Status: Open
Department: CHARLOTTE MECKLENBURG LIBRARY
Solicitation Number
*
940RFP042926
Department
CHARLOTTE MECKLENBURG LIBRARY
Status Reason
Open
Opening Date
2026-05-28T14:00:00.0000000
Posted Date
*
2026-05-11T16:00:45.0000000Z
Primary Commodity Code
Software
Mandatory Conference/Site Visit
Special Instructions
https://www.cmlibrary.org/rfp
Solicitation Type
*
Select RFP IFB RFI
Owner
Walter Freeman
Description
The library is seeking proposals from qualified vendors to provide an integrated, user-friendly suite of digital engagement tools that enhance the patron experience across online and mobile platforms. The solutions should support core engagement functions including: • A public-facing events and programs calendar • A room reservation system for public and staff-managed spaces • Tools for scheduling one-on-one appointments with library staff • A mobile application to enhance the digital experience The library currently utilizes the Polaris ILS for circulation, patron records, and core library operations, as well as BiblioCommons for discovery and patron engagement. Proposers should clearly describe how their solution integrates with the existing BiblioCommons platform, and how it will interoperate with Polaris ILS to ensure a seamless patron and staff experience. Proposers should describe their approach to implementation, including project management, configuration, data migration (if applicable), integration with existing systems, and staff training. Ongoing support, system maintenance, and upgrade processes should also be detailed. The solution should be cloud-based, scalable, and compliant with applicable data security, privacy, and accessibility standards. The library is particularly interested in solutions that minimize fragmentation by providing a unified platform or tightly integrated modules, reduce administrative burden on staff, and deliver a seamless and engaging experience for patrons across all digital touchpoints

Attachment Preview

Request for Proposals
Library Engagement Technology Tools
for
Charlotte Mecklenburg Library
Issued April 29, 2026
Proposals Will Be Received Until
2:00 PM EST May 28, 2026
1
Table of Contents
Introduction ............................................................................................................................................................... 3
About ..................................................................................................................................................................... 3
Mission, Vision, Values & More ............................................................................................................................. 3
Scope ......................................................................................................................................................................... 4
Events Calendar ..................................................................................................................................................... 4
Room Reservation.................................................................................................................................................. 5
Appointment Scheduling ....................................................................................................................................... 5
Mobile Application ................................................................................................................................................ 5
Contract Term ........................................................................................................................................................ 6
Notice to Proposers ................................................................................................................................................... 7
Request for Proposal Process .................................................................................................................................... 9
Schedule ................................................................................................................................................................ 9
Proposer Questions and Inquiries ......................................................................................................................... 9
Submission of Responses ...................................................................................................................................... 9
Evaluation Criteria ............................................................................................................................................... 10
Rejection of the Proposal .................................................................................................................................... 12
Proposal Format ...................................................................................................................................................... 13
Section A: Executive Summary ............................................................................................................................ 13
Section B: Summary of Company ........................................................................................................................ 13
Section C: Agency Qualifications and Technical Capabilities ............................................................................... 13
Section D: Professional References ..................................................................................................................... 14
Section E: Cost of Services ................................................................................................................................... 14
Proposal Authorization and Signature..................................................................................................................... 15
Acknowledgement of Addenda ............................................................................................................................... 16
2
Introduction
Charlotte Mecklenburg Library (“Library” or “CML”) is seeking proposals from qualified vendors to provide a suite
of technology tools to help with Library engagement. This will include:
- Events Calendar
- Room Reservation System
- Schedule Librarian Appointments
- Mobile App
The Library reserves the right to award any individual module independently to one or more vendors. Each
module must be fully functional and supported as a standalone solution, regardless of whether it is part of a
broader vendor suite.
About
Charlotte Mecklenburg Library is one of America’s leading urban public libraries. Located in Mecklenburg County,
the library system serves a diverse community of over one million citizens through 21 branches and on-line
services. Since our founding in 1891, and as an original Carnegie Library in 1903, our role as a provider of lifelong
education and learning in this community has never been more relevant.
CML is beloved by many, with 70% of Mecklenburg County residents stating that they had visited a Library
location in the last 12 months. There were over 2.6 million visitors to the various Library locations in Fiscal Year
2025.
The Library has 482 full and part-time employees, along with an extensive volunteer network that engages more
than 1000 people throughout the year. For FY2026, operating expenditures totaled $55.7 million.
Charlotte Mecklenburg Library is currently developing a new strategic direction for FY26-28, with a major
component being the opening of a new Main Library. The iconic new Main Library will be the flagship of the
system; a free, open, and accessible information hub for all as well as a destination for local, regional, and
national engagement.
Mission, Vision, Values & More
Our mission is to improve lives and build a stronger community. Charlotte Mecklenburg Library envisions itself as
the essential connector of a thriving community of readers, leaders, and learners. We value learning, openness,
respect, inclusion, and leadership. Our brand promise is to be accessible and welcoming to all while celebrating
and supporting the joy of reading and learning, fostering exploration and personal growth, and connecting
individuals to each other, the community, and the world.
We believe wholeheartedly in intellectual freedom. The Library is committed to protecting the First
Amendment’s guarantee of free and open access to information and ideasa principle vital to our democracy
and to each individual’s search for knowledge. We seek to provide our diverse community with a comprehensive
collection of materials, services, and programs providing a wide range of knowledge and perspectives.
3
Scope
The Library is seeking proposals from qualified vendors to provide an integrated, user-friendly suite of digital
engagement tools that enhance the patron experience across online and mobile platforms. The solutions should
support core engagement functions including:
A public-facing events and programs calendar
A room reservation system for public and staff-managed spaces
Tools for scheduling one-on-one appointments with library staff
A mobile application to enhance the digital experience
The Library currently utilizes the Polaris ILS for circulation, patron records, and core library operations, as well as
BiblioCommons for discovery and patron engagement. Proposers should clearly describe how their solution
integrates with the existing BiblioCommons platform, and how it will interoperate with Polaris ILS to ensure a
seamless patron and staff experience.
Proposers should describe their approach to implementation, including project management, configuration, data
migration (if applicable), integration with existing systems, and staff training. Ongoing support, system
maintenance, and upgrade processes should also be detailed. The solution should be cloud-based, scalable, and
compliant with applicable data security, privacy, and accessibility standards. The Library is particularly interested
in solutions that minimize fragmentation by providing a unified platform or tightly integrated modules, reduce
administrative burden on staff, and deliver a seamless and engaging experience for patrons across all digital
touchpoints.
Events Calendar
The proposed events calendar must provide robust functionality for creating, managing, promoting, and
evaluating library programs across multiple locations, audiences, and formats, including in-person, virtual, and
hybrid events. The system should support public browsing and discovery through an intuitive interface with
filtering, search, and personalization capabilities.
The Library will prioritize systems that allow flexible patron registration, including staff-created prerequisite
questions, age-specific registration options for youth programming, waitlists, attendance tracking, no-show
tracking, and automated notifications. Products that provide direct Zoom integration for online programming will
also be prioritized due to increased security needs and ease of system-wide account management.
The Library is seeking a product with robust administrative back-end functionality, including hierarchical approval
workflows, template creation, role-based staff permissions, and efficient tools for managing content across
departments and locations. The system should also improve data accuracy and reduce staff process
redundancies through integrated statistics tracking, customizable reporting fields, attendance reporting, and
other functional data management tools. Optional additions would include integrated survey tools or other
polling features.
The solution should allow for easy embedding within the Library’s website and existing tools, such as the existing
discovery layer, Bibliocommons, and our room reservation system.
4
Room Reservation
The room reservation component must enable patrons to view availability and reserve library meeting rooms
and study spaces in real time, with configurable rules governing booking duration, eligibility, and usage policies.
The system should provide administrative controls for staff approval workflows, conflict management, reporting,
and enforcement of policies, while presenting a clear and accessible interface for patrons. Integration with
patron authentication systems, including Polaris ILS, is expected to ensure that reservations are appropriately
tied to user accounts and library policies. A room reservation system that is directly connected to the event
management system would be an ideal solution and would eliminate current redundancies and the need for staff
to learn two separate systems. The Library is also seeking a room reservation system that can facilitate online
payments for room reservations to eliminate extra staff time managing payment separately.
Appointment Scheduling
The appointment scheduling functionality should allow patrons to book one-on-one sessions with library staff for
services such as research assistance, technology help, digital literacy support, career assistance, and other
consultation-based services. The Library is seeking a solution that can support both public event registration and
one-on-one appointment scheduling within a single integrated platform or tightly connected suite of products,
reducing the need for staff and patrons to navigate separate systems.
The system should support configurable service types, staff availability, appointment duration, location-based
services, and virtual meeting options, with a preference for systems that offer Zoom integration. The solution
should provide a clear and accessible patron-facing booking experience, including automated confirmations,
reminders, cancellation options, and appointment details.
The system should also provide staff-facing tools for managing schedules, updating availability, viewing upcoming
appointments, tracking completed appointments, recording relevant service information, and generating usage
reports. Reporting should allow the Library to track appointment volume, service type, location, staff
assignment, attendance, cancellations, and other relevant data points.
The Library will prioritize solutions that provide a consistent patron experience across event registration, room
reservation, and appointment scheduling functions, with shared administrative tools, reporting capabilities, user
account integration, and branding where possible.
Mobile Application
The mobile application should serve as a centralized platform that brings together the Library’s digital services,
including catalog access via BiblioCommons or an app connection to Polaris, event discovery and registration,
room reservations, and appointment scheduling. The app should support secure patron authentication
leveraging Polaris ILS credentials, and provide features such as digital library cards, push notifications, and
personalized content. The Library seeks a modern, accessible, and high-performing mobile experience that is
consistent with its web presence and enhances overall patron engagement. The Library will prioritize mobile
apps that allow extensive customization.
5
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.
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