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Item 4J MemoCITY OF SOUTHLA.KE MEMORANDUM (January 19, 2016) To: Shana Yelverton, City Manager From: Greg Hendricks, Director of Information Technology Subject: Consent agenda item 4J - Approve the purchase of Munis application support and maintenance from Tyler Technologies in the amount of $86,492. Action Requested: Approve an annual Munis software support and maintenance agreement to Tyler Technologies in the amount of $86,492. Background Information: Munis is an Enterprise Resource Planning (ERP) system used by all city departments as well as citizens. Major functions include Finance (purchasing, budgeting, utility billing, project accounting), Human Resources (payroll including W-2 updates, employee management), Public Works (service order management), and Citizen Self Service (online bill payment). Munis is a crucial component in meeting departmental business requirements. Financial Considerations: The FY2016 approved budgeted amount for this renewal is $86,492, an increase of 5% from the FY2015 budget amount of $82,373 (General Fund). This is due to an increase in support and maintenance costs. Strategic Link: B6 — "Optimize Use of Technology" — enables the IT department to maintain supportable systems and services. F4 — "Establish and maintain effective internal controls" — enables IT to provide quick response and resolution for Munis system issues as well as upgrades to future enhancements & bug fixes as well as tracking and reducing costs. Citizen Input/ Board Review: Not Applicable Legal Review: Contract was initially signed by Jim Blagg on 11/27/06 and there are no significant differences between the two contracts. Alternatives: 1) Approve as proposed. 2) Reject — provide support internally and pay for future bug fixes, enhancements, and assistance as required causing delay in corrective actions responses. Honorable Mayor and City Council Consent Agenda Item 4E — Munis Maintenance Renewal Page 2of2 Supporting Documents: Munis support/maintenance contract is attached. Staff Recommendation: Approve item as proposed Attachments: Renewal contract for signature Renewal quote One Tyler Drive Yarmouth, ME 04095 P: 800.772.2260 F; 207,781.2.459 Greetings: Enclosed is your Annual Support Agreement and License Agreement for Munis® Software for the upcoming renewal period. You will note that this renewal form is different from the forms you may have received in the past. The biggest change we have made is to align you with our current, Tyler -wide practice of setting the term for maintenance and support as automatically renewable, in one-year increments. That means that, after you sign this renewal form, in subsequent years you will only receive an invoice from us reflecting our then -current maintenance and support fees. We are taking this step to simplify the administration of your contract - a change we believe benefits us both. This change does not mean, though, that you are forever bound to a maintenance and support agreement with Tyler. If you choose to, you may terminate the agreement, effective as of the last date of the then -current term, by providing us at least fifteen days' notice of your intent to do so. Please do not hesitate to contact Nicole Beaudette, Revenue Specialist, at (800) 772- 2260 extension 4692 or nicole.beaudette@tvlertech.com with any questions or concerns. Sincerely, Abigail Diaz Associate General Counsel Enclosure Annual Support Agreement and License Agreement for Munis® Software This Annual Support Agreement and License Agreement for Munis® Software ("Support Agreement") is made by and between Tyler Technologies, Inc. with offices at One Tyler Drive, Yarmouth, Maine 04096 ("Tyler") and the client named in the attached invoice ("Client"). WHEREAS, Tyler and Client are parties to an original agreement ("Agreement"); and WHEREAS, Tyler and Client desire to renew the maintenance services term under the Agreement; NOW THEREFORE, in consideration of the mutual promises hereinafter contained, Tyler and Client agree as follows: 1. Tyler shall provide maintenance services to Client, as specified in the Agreement and Tyler's then -current support call process, during the period set forth in the attached invoice. 2. C1Yent shall rerrdt to Tyler maintenance fees in the amount set forth in the attached invoice. 3. Maintenance services will renew automatically for additional one (1) year terms at Tyler's then -current maintenance fees unless terminated in writing by either party at least fifteen (15) days prior to the end of the then -current term. 4. This Support Agreement shall be governed by and construed in accordance with the terms and conditions of the Agreement. 5. All other terms and conditions of the Agreement shall remain in full force and effect. IN WITNESS WHEREOF, the parties hereto have executed this Support Agreement as of the dates set forth below. Tyler Technologies, Inc. ERP and School Division 100 �e By: Name: Christopher P. Hepburn Title: Senior Vice President Client: By: Name: Title: Date: 400 Remittance THIS IS NOT AN INVOICE t101010yle.O.ox03556r Tyler les, Inc. 0� ��� (FEIN 75-23 75-23033 920) PROFORMA � PB2 • technologies Dallas, TX 75320-3556 Company Order No. Date Page Empowering people who serve the public® questions 045 66878 05/07/2015 1 of 4 Tyler Technologies - ERP & Schools Phone: 1-800-772-2260 Press 2, then 1 Fax: 1-866-673-3274 Email: ar@tylertech.com To: CITY OF SOUTHLAKE, TX Ship To: CITY OF SOUTHLAKE, TX ATTN: ACCOUNTS PAYABLE ATTN: ACCOUNTS PAYABLE 1400 MAIN STREET, SUITE 440 1400 MAIN STREET, SUITE 440 SOUTHLAKE, TX 76092 SOUTHLAKE, TX 76092 Customer Grp/No. Customer PO# Payment Terms Currency Code Ship Via Salesperson Cd 1 2139 Net 30 USD MISC No. Item/ Description/ Comments Drop Ship # Users Quantity U/M Unit Price Disc % Total Cost Contract No.: SOUTHLAKE, TX 1 Renewal: MUNSUPPORT-D-GL No 1 SUPPORT & UPDATE LICENSING - ACCTG/GL/BUDGET/AP Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 2 Renewal: MUNSUPPORT-D-AR No 1 SUPPORT & UPDATE LICENSING - ACCOUNTS RECEIVABLE Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 3 Renewal: MUNSUPPORT-D-BM No 1 SUPPORT & UPDATE LICENSING - BID MANAGEMENT Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 4 Renewal: MUNSUPPORT-D-BMI No 1 SUPPORT & UPDATE LICENSING - INTERFACE TO BMI TRACKING Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 5 Renewal: MUNSUPPORT-D-BVSS No 1 SUPPORT & UPDATE LICENSING - BUSINESS & VENDOR SELF SERVICE Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 6 Renewal: MUNSUPPORT-C-CPF No 1 SUPPORT & UPDATE LICENSING - CENTRAL PROPERTY FILE Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 7 Renewal: MUNSUPPORT-D-CM No 1 SUPPORT & UPDATE LICENSING - CONTRACT MANAGEMENT Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 8 Renewal: MUNSUPPORT-D-FA No 1 SUPPORT & UPDATE LICENSING - FIXED ASSETS Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 9 Renewal: MUNSUPPORT-D-GASB No 1 SUPPORT & UPDATE LICENSING - GASB 34 REPORT WRITER Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 1 EA 14,590.23 .00 14,590.23 1 EA 3,071.64 .00 3,071.64 1 EA 1,675.44 .00 1,675.44 1 EA 1,061.11 .00 1,061.11 1 EA 3,490.48 .00 3,490.48 1 EA 896.52 .00 896.52 1 EA 1,647.51 .00 1,647.51 1 EA 3,350.87 .00 3,350.87 1 EA 3,071.64 .00 3,071.64 400 Remittance THIS IS NOT AN INVOICE t101010yle.O.ox03556r Tyler les, Inc. 0� ��� (FEIN 75-23 75-23033 920) PROFORMA � PB2 • technologies Dallas, TX 75320-3556 Company Order No. Date Page Empowering people who serve the public® questions 045 66878 05/07/2015 2 of 4 Tyler Technologies - ERP & Schools Phone: 1-800-772-2260 Press 2, then 1 Fax: 1-866-673-3274 Email: ar@tylertech.com No. Item/ Description/ Comments Drop Ship # Users Quantity U/M Unit Price Disc % Total Cost 10 Renewal: MUNSUPPORT-D-GB No 1 1 EA 1,396.19 .00 1,396.19 SUPPORT & UPDATE LICENSING - GENERAL BILLING Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 11 Renewal: MUNSUPPORT-B-HR No 1 1 EA 2,150.14 .00 2,150.14 SUPPORT & UPDATE LICENSING - HUMAN RESOURCES MANAGEMENT Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 12 Renewal: MUNSUPPORT-D-INV No 1 1 EA 3,071.64 .00 3,071.64 SUPPORT & UPDATE LICENSING - INVENTORY Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 13 Renewal: MUNSUPPORT-B-ESS No 1 1 EA 1,256.58 .00 1,256.58 SUPPORT & UPDATE LICENSING - EMPLOYEE SELF SERVICE Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 14 Renewal: MUNSCRYW-D No 1 1 EA 3,627.02 .00 3,627.02 SUPPORT & UPDATE LICENSING - CRYSTAL REPORTS Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 15 Renewal: MUNSUPPORT-C-ESRI No 1 1 EA 2,792.41 .00 2,792.41 SUPPORT & UPDATE LICENSING - MUNIS ESRI INTERFACE Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 16 Renewal: MUNSUPPORT-C-MAPLINK No 1 1 EA 1,396.19 .00 1,396.19 SUPPORT & UPDATE LICENSING - MUNIS MAPLINK Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 17 Renewal: MUNSUPPORT-D-OFF No 1 1 EA 2,373.55 .00 2,373.55 SUPPORT & UPDATE LICENSING - MUNIS OFFICE Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 18 Renewal: MUNSUPPORT-B-PR No 1 1 EA 3,239.18 .00 3,239.18 SUPPORT & UPDATE LICENSING - PAYROLL Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 19 Renewal: MUNSUPPORT-D-PA No 1 1 EA 2,792.41 .00 2,792.41 SUPPORT & UPDATE LICENSING - PROJECT ACCOUNTING Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 20 Renewal: MUNSUPPORT-D-PO No 1 1 EA 3,350.87 .00 3,350.87 SUPPORT & UPDATE LICENSING - PURCHASE ORDERS Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 400 Remittance THIS IS NOT AN INVOICE t101010yle.O.ox03556r Tyler les, Inc. 0� ��� (FEIN 75-23 75-23033 920) PROFORMA � PB2 • technologies Dallas, TX 75320-3556 Company Order No. Date Page Empowering people who serve the public® questions 045 66878 05/07/2015 3 of 4 Tyler Technologies - ERP & Schools Phone: 1-800-772-2260 Press 2, then 1 Fax: 1-866-673-3274 Email: ar@tylertech.com No. Item/ Description/ Comments Drop Ship # Users Quantity U/M Unit Price Disc % Total Cost 21 Renewal: MUNSUPPORT-D-REQ No 1 1 EA 2,792.41 .00 2,792.41 SUPPORT & UPDATE LICENSING - REQUISITIONS Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 22 Renewal: MUNSUPPORT-B-TIMEKEE No 1 1 EA 614.32 .00 614.32 SUPPORT & UPDATE LICENSING - TIMEKEEPING INTERFACE Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 23 Renewal: MUNSUPPORT-D-TM No 1 1 EA 2,792.41 .00 2,792.41 SUPPORT & UPDATE LICENSING - TREASURY MANAGEMENT Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 24 Renewal: MUNFM-SUP-D No 1 1 EA 3,102.66 .00 3,102.66 TYLER FORM PROCESSING SUPPORT Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 25 Renewal: MUNSUPPORT-C-UBCIS No 1 1 EA 4,250.79 .00 4,250.79 SUPPORT & UPDATE LICENSING - UTILITY BILLING CIS Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 26 Renewal: MUNSUPPORT-C-UBI No 1 1 EA 1,228.65 .00 1,228.65 SUPPORT & UPDATE LICENSING - UTILITY BILLING INTERFACE Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 27 Renewal: MUNSUPPORT-C-CSS No 1 1 EA 1,954.69 .00 1,954.69 SUPPORT & UPDATE LICENSING - CITIZEN SELF SERVICE (UTILITY BILLING) Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 28 Renewal: MUNSUPPORT-D-PORTAL No 1 1 EA 1,952.72 .00 1,952.72 SUPPORT & UPDATE LICENSING - ROLE TAILORED DASHBOARD Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 29 Renewal: MUNSUPPORT-D-PBB No 1 1 EA 3,333.96 .00 3,333.96 SUPPORT & UPDATE LICENSING - PERFORMANCE BASED BUDGETING Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 30 Renewal: MUNSUPPORT-D-TCMSE No 1 1 EA 4,167.45 .00 4,167.45 SUPPORT & UPDATE LICENSING - TYLER CONTENT MANAGER SE Maintenance Plan: ; Start: 02/22/2016, End: 02/21/2017; Term: 12 months 400 Remittance THIS IS NOT AN INVOICE 101010 TylerTechnologies, Inc. 0 �r (FEIN 75-2303920) PROFORMA 00tyle P.O. Box 203556•� technologies Dallas, TX 75320-3556 Company Order No. Date Page Empowering people who serve the public® questions 045 66878 05/07/2015 4 of 4 Tyler Technologies - ERP & Schools Phone: 1-800-772-2260 Press 2, then 1 Fax: 1-866-673-3274 Email: ar@tylertech.com Does not include any applicable taxes Order Total: 86,491.68 We would like to continue on the current maintenance plan ❑ Our Purchase Order is enclosed ❑ Our Purchase Order is ❑ Purchase Order is not required to be invoiced AN INVOICE WILL BE SENT AFTER CONFIRMATION OF ORDER Comments: