Item 4NM E M O R A N D U M
January 30, 2019
To: Shana Yelverton, City Manager
From: Sharen Jackson, Chief Financial Officer
Subject: Item 4N: Approve the purchase of software support services and
annual maintenance from Tyler Technologies in an amount not to
exceed $176,686
Action
Requested: Approve the purchase of software maintenance and support
services for Munis, Incode and Energov from Tyler
Technologies in an amount not to exceed $176,686.
Background
Information: The City currently utilizes three (3) Tyler Technologies
software products for Customer Service, Building Services,
Finance, Human Resources, Planning, Public Works and
Municipal Court.
•Munis, the Enterprise Resource Planning (ERP)
software of record for financial information was
implemented in 2007 for the Finance, Human
Resources, Public Works and Customer Service
departments.
•EnerGov was implemented last year for Building
Services, Planning and Public Works and serves as the
Land Management software of record.
•Incode was implemented for Municipal Court records
in 1998 and offers the Police Department to
electronically issue citations.
These programs have dramatically enhanced staff ability to
provide streamlined services to both internal and external
customers, online options for processing transactions and
submitting documentation, and they house an invaluable
resource of financial information, maps, documents and
statistics for reporting and decision making.
Financial
Considerations: The 2019 fiscal year budget approved $131,123 for the Munis
and Energov applications and an additional $45,563 for
Incode for a total of $176,686. Quotes are attached.
Item 4N
Honorable Mayor and City Council
Page 2 of 2
Strategic Link: This agenda item is linked to the Southlake Strategy Map
through the following objectives:
• B6 Optimize the use of technology
• B4 Provide high quality services through sustainable
business practices
Citizen Input/
Board Review: No requirement exists to review the purchase with citizens or
boards
Legal Review: No requirement exists to review the purchase with the City
Attorney.
Alternatives: The alternative to approving the maintenance and support
purchase is to pay for future updates and issues as they arise
causing a delay in resolution and potentially impacting
availability for staff and customers.
Supporting
Documents: Quotes
Staff
Recommendation: Staff recommends approval of the maintenance and support
services from Tyler Technologies in an amount not to
exceed $176,686.
Page
1 of 4
DateCompany
PROFORMA
107779 05/03/2018
THIS IS NOT AN INVOICE
Order No.
045
Tyler Technologies, Inc.
(FEIN 75-2303920)
P.O. Box 203556
Dallas, TX 75320-3556
Remittance
Questions
Tyler Technologies - ERP & Schools
Phone: 1-800-772-2260 Press 2, then 1
Fax: 1-866-673-3274
Email: ar@tylertech.com
CITY OF SOUTHLAKE, TX
ATTN: ACCOUNTS PAYABLE
1400 MAIN STREET, SUITE 440
SOUTHLAKE, TX 76092
Ship To:To:
Customer Grp/No.Payment Terms Currency Code
Net 30 USD
CITY OF SOUTHLAKE, TX
ATTN: ACCOUNTS PAYABLE
1400 MAIN STREET, SUITE 440
SOUTHLAKE, TX 76092
1 2139
Customer PO#Ship Via
MISC
Salesperson Cd
No. Item/ Description/ Comments Total Cost Quantity# UsersDrop Ship U/M Unit Price Disc %
Contract No.: SOUTHLAKE, TX
Renewal: MUNSUPPORT-D-GL 16,890.02 1 1 1 EA 16,890.02 .00 No
SUPPORT & UPDATE LICENSING - ACCTG/GL/BUDGET/AP
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-AR 3,555.80 1 1 2 EA 3,555.80 .00 No
SUPPORT & UPDATE LICENSING - ACCOUNTS RECEIVABLE
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-BM 1,939.53 1 1 3 EA 1,939.53 .00 No
SUPPORT & UPDATE LICENSING - BID MANAGEMENT
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-BMI 1,228.37 1 1 4 EA 1,228.37 .00 No
SUPPORT & UPDATE LICENSING - INTERFACE TO BMI TRACKING
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-BVSS 4,040.66 1 1 5 EA 4,040.66 .00 No
SUPPORT & UPDATE LICENSING - BUSINESS & VENDOR SELF SERVICE
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-C-CPF 1,037.84 1 1 6 EA 1,037.84 .00 No
SUPPORT & UPDATE LICENSING - CENTRAL PROPERTY FILE
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-CM 1,907.20 1 1 7 EA 1,907.20 .00 No
SUPPORT & UPDATE LICENSING - CONTRACT MANAGEMENT
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-FA 3,879.05 1 1 8 EA 3,879.05 .00 No
SUPPORT & UPDATE LICENSING - FIXED ASSETS
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-GASB 3,555.80 1 1 9 EA 3,555.80 .00 No
SUPPORT & UPDATE LICENSING - GASB 34 REPORT WRITER
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Page
2 of 4
DateCompany
PROFORMA
107779 05/03/2018
THIS IS NOT AN INVOICE
Order No.
045
Tyler Technologies, Inc.
(FEIN 75-2303920)
P.O. Box 203556
Dallas, TX 75320-3556
Remittance
Questions
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 Total Cost Quantity# UsersDrop Ship U/M Unit Price Disc %
Renewal: MUNSUPPORT-D-GB 1,616.27 1 1 10 EA 1,616.27 .00 No
SUPPORT & UPDATE LICENSING - GENERAL BILLING
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-B-HR 2,489.06 1 1 11 EA 2,489.06 .00 No
SUPPORT & UPDATE LICENSING - HUMAN RESOURCES MANAGEMENT
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-INV 3,555.80 1 1 12 EA 3,555.80 .00 No
SUPPORT & UPDATE LICENSING - INVENTORY
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-B-ESS 1,454.65 1 1 13 EA 1,454.65 .00 No
SUPPORT & UPDATE LICENSING - EMPLOYEE SELF SERVICE
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSCRYW-D 4,198.73 1 1 14 EA 4,198.73 .00 No
SUPPORT & UPDATE LICENSING - CRYSTAL REPORTS
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-C-ESRI 3,232.56 1 1 15 EA 3,232.56 .00 No
SUPPORT & UPDATE LICENSING - MUNIS ESRI INTERFACE
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-C-MAPLINK 1,616.27 1 1 16 EA 1,616.27 .00 No
SUPPORT & UPDATE LICENSING - MUNIS MAPLINK
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-OFF 2,747.68 1 1 17 EA 2,747.68 .00 No
SUPPORT & UPDATE LICENSING - MUNIS OFFICE
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-B-PR 3,749.76 1 1 18 EA 3,749.76 .00 No
SUPPORT & UPDATE LICENSING - PAYROLL
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-PA 3,232.56 1 1 19 EA 3,232.56 .00 No
SUPPORT & UPDATE LICENSING - PROJECT ACCOUNTING
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-PO 3,879.05 1 1 20 EA 3,879.05 .00 No
SUPPORT & UPDATE LICENSING - PURCHASE ORDERS
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-REQ 3,232.56 1 1 21 EA 3,232.56 .00 No
SUPPORT & UPDATE LICENSING - REQUISITIONS
Page
3 of 4
DateCompany
PROFORMA
107779 05/03/2018
THIS IS NOT AN INVOICE
Order No.
045
Tyler Technologies, Inc.
(FEIN 75-2303920)
P.O. Box 203556
Dallas, TX 75320-3556
Remittance
Questions
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 Total Cost Quantity# UsersDrop Ship U/M Unit Price Disc %
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-B-TIMEKEE 711.15 1 1 22 EA 711.15 .00 No
SUPPORT & UPDATE LICENSING - TIMEKEEPING INTERFACE
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-TM 3,232.56 1 1 23 EA 3,232.56 .00 No
SUPPORT & UPDATE LICENSING - TREASURY MANAGEMENT
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNFM-SUP-D 3,591.71 1 1 24 EA 3,591.71 .00 No
TYLER FORM PROCESSING SUPPORT
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-C-UBCIS 4,920.83 1 1 25 EA 4,920.83 .00 No
SUPPORT & UPDATE LICENSING - UTILITY BILLING CIS
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-C-UBI 1,422.31 1 1 26 EA 1,422.31 .00 No
SUPPORT & UPDATE LICENSING - UTILITY BILLING INTERFACE
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-C-CSS 2,262.79 1 1 27 EA 2,262.79 .00 No
SUPPORT & UPDATE LICENSING - CITIZEN SELF SERVICE (UTILITY BILLING)
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNGUIUP-D 2,700.00 1 1 28 EA 2,700.00 .00 No
TYLER UNLIMITED CLIENT ACCESS MAINTENANCE
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-PORTAL 2,260.52 1 1 29 EA 2,260.52 .00 No
SUPPORT & UPDATE LICENSING - ROLE TAILORED DASHBOARD
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-PBB 3,859.47 1 1 30 EA 3,859.47 .00 No
SUPPORT & UPDATE LICENSING - PERFORMANCE BASED BUDGETING
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNSUPPORT-D-TCMSE 4,824.34 1 1 31 EA 4,824.34 .00 No
SUPPORT & UPDATE LICENSING - TYLER CONTENT MANAGER SE
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNEGSUPPORT-D-IGWM 3,790.40 1 1 32 EA 3,790.40 .00 No
EnerGov Support - IG Workforce Mobile
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Page
4 of 4
DateCompany
PROFORMA
107779 05/03/2018
THIS IS NOT AN INVOICE
Order No.
045
Tyler Technologies, Inc.
(FEIN 75-2303920)
P.O. Box 203556
Dallas, TX 75320-3556
Remittance
Questions
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 Total Cost Quantity# UsersDrop Ship U/M Unit Price Disc %
Renewal: MUNEGSUPPORT-D-PI 7,579.69 1 1 33 EA 7,579.69 .00 No
EnerGov Support - Permits & Inspections
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNEGSUPPORT-D-ESRI 4,685.63 1 1 34 EA 4,685.63 .00 No
EnerGov Support - ESRI Integration
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNEGSUPPORT-D-ER 3,790.40 1 1 35 EA 3,790.40 .00 No
EnerGov Support- e-Reviews
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNEGSUPPORT-D-PL 2,939.27 1 1 36 EA 2,939.27 .00 No
EnerGov Support - Intelligent Objects Automation
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNEGSUPPORT-D-PL 2,756.25 1 1 37 EA 2,756.25 .00 No
EnerGov Support - Professional Licensing
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
Renewal: MUNEGSUPPORT-D-CAP 2,756.25 1 1 38 EA 2,756.25 .00 No
EnerGov Support - Citizen Access Portal
Maintenance Plan: ; Start: 02/22/2019, End: 02/21/2020; Term: 12 months
131,122.79 Order Total:Does not include any applicable taxes
Comments: