Item 4F - Tyler TechnologiesCITY OF
SOUTHLAKE
MEMORANDUM
February 18, 2020
To: Shana Yelverton, City Manager
From: Sharen Jackson, Chief Financial Officer
Subject: Item 4F: Approve the purchase of software support services and
annual maintenance from Tyler Technologies in an amount not to
exceed $138,278.92.
Action
Requested: Approve the purchase of software support services and
annual maintenance from Tyler Technologies in an amount
not to exceed $138,278.92.
Background
Information: The City currently utilizes two (2) Tyler Technologies
software products for Customer Service, Building Services,
Finance, Human Resources, Planning, and Public Works.
• 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 in 2018 for Building
Services, Planning and Public Works and serves as
the Land Management software of record.
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 2020 fiscal year budget approved $144,000 for the
Munis and Energov applications. The quote is attached.
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
Honorable Mayor and City Council
Page 2 of 2
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: Quote
Staff
Recommendation: Staff recommends approval of the maintenance and
support services from Tyler Technologies in an amount
not to exceed $138,279.
•• Remittance THIS IS NOT AN INVOICE
tyler T IerTechnolo les, Inc.
••• ••• (FEIN 75-2303920) PROFORMA
• P.O. Box 203556
• technologies Company Order No. Date Page
Dallas, TX 75320-3556
Empowering people who serve the public® Questions 045 132197 12/12/2019 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 Ship To: City of Southlake
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
ELEC
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
1
EA
17,734.52
.00
17,734.52
SUPPORT & UPDATE LICENSING -ACCTG/GL/BUDGET/AP
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
2
Renewal: MUNSUPPORT-D-AR No
1
1
EA
3,733.59
.00
3,733.59
SUPPORT & UPDATE LICENSING -ACCOUNTS RECEIVABLE
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
3
Renewal: MUNSUPPORT-D-BM No
1
1
EA
2,036.51
.00
2,036.51
SUPPORT & UPDATE LICENSING - BID MANAGEMENT
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
4
Renewal: MUNSUPPORT-D-BMI No
1
1
EA
1,289.79
.00
1,289.79
SUPPORT & UPDATE LICENSING - INTERFACE TO BMI TRACKING
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
5
Renewal: MUNSUPPORT-D-BVSS No
1
1
EA
4,242.69
.00
4,242.69
SUPPORT & UPDATE LICENSING - BUSINESS & VENDOR SELF SERVICE
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
6
Renewal: MUNSUPPORT-C-CPF No
1
1
EA
1,089.73
.00
1,089.73
SUPPORT & UPDATE LICENSING - CENTRAL PROPERTY FILE
Maintenance Plan: ; Start: 02/22/2020, End: 02/2112021; Term:
12 months
7
Renewal: MUNSUPPORT-D-CM No
1
1
EA
2,002.56
.00
2,002.56
SUPPORT & UPDATE LICENSING - CONTRACT MANAGEMENT
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
8
Renewal: MUNSUPPORT-D-FA No
1
1
EA
4,073.00
.00
4,073.00
SUPPORT & UPDATE LICENSING - FIXED ASSETS
Maintenance Plan: ; Start: 02/22/2020, End: 02/2112021; Term:
12 months
9
Renewal: MUNSUPPORT-D-GASB No
1
1
EA
3,733.59
.00
3,733.59
SUPPORT & UPDATE LICENSING - GASB 34 REPORT WRITER
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
•• Remittance THIS IS NOT AN INVOICE
tyler T IerTechnolo les, Inc.
••• ••• (FEIN 75-2303920) PROFORMA
• P.O. Box 203556
• technologies Company Order No. Date Page
Dallas, TX 75320-3556
Empowering people who serve the public® Questions 045 132197 12/12/2019 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
1,697.08
.00
1,697.08
SUPPORT & UPDATE LICENSING - GENERAL BILLING
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
11
Renewal: MUNSUPPORT-B-HR
No
1
1
EA
2,613.51
.00
2,613.51
SUPPORT & UPDATE LICENSING - HUMAN RESOURCES
MANAGEMENT
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
12
Renewal: MUNSUPPORT-D-INV
No
1
1
EA
3,733.59
.00
3,733.59
SUPPORT & UPDATE LICENSING - INVENTORY
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
13
Renewal: MUNSUPPORT-B-ESS
No
1
1
EA
1,527.38
.00
1,527.38
SUPPORT & UPDATE LICENSING - EMPLOYEE SELF SERVICE
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
14
Renewal: MUNSCRYW-D
No
1
1
EA
4,408.67
.00
4,408.67
SUPPORT & UPDATE LICENSING - CRYSTAL REPORTS
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
15
Renewal: MUNSUPPORT-C-ESRI
No
1
1
EA
3,394.19
.00
3,394.19
SUPPORT & UPDATE LICENSING - MUNIS ESRI INTERFACE
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
16
Renewal: MUNSUPPORT-C-MAPLINK
No
1
1
EA
1,697.08
.00
1,697.08
SUPPORT & UPDATE LICENSING - MUNIS MAPLINK
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
17
Renewal: MUNSUPPORT-D-OFF
No
1
1
EA
2,885.06
.00
2,885.06
SUPPORT & UPDATE LICENSING - MUNIS OFFICE
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
18
Renewal: MUNSUPPORT-B-PR
No
1
1
EA
3,937.25
.00
3,937.25
SUPPORT & UPDATE LICENSING - PAYROLL
Maintenance Plan: ; Start: 02/22/2020, End: 02/2112021;
Term:
12 months
19
Renewal: MUNSUPPORT-D-PA
No
1
1
EA
3,394.19
.00
3,394.19
SUPPORT & UPDATE LICENSING - PROJECT ACCOUNTING
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
20
Renewal: MUNSUPPORT-D-PO
No
1
1
EA
4,073.00
.00
4,073.00
SUPPORT & UPDATE LICENSING - PURCHASE ORDERS
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
21
Renewal: MUNSUPPORT-D-REQ
No
1
1
EA
3,394.19
.00
3,394.19
SUPPORT & UPDATE LICENSING - REQUISITIONS
•• Remittance THIS IS NOT AN INVOICE
tyler T IerTechnolo les, Inc.
••• ••• (FEIN 75-2303920) PROFORMA
• P.O. Box 203556
• technologies Company Order No. Date Page
Dallas, TX 75320-3556
Empowering people who serve the public® Questions 045 132197 12/12/2019 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
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
22
Renewal: MUNSUPPORT-B-TIMEKEE No
1 1 EA
746.71
.00
746.71
SUPPORT & UPDATE LICENSING - TIMEKEEPING INTERFACE
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
23
Renewal: MUNSUPPORT-D-TM No
1 1 EA
3,394.19
.00
3,394.19
SUPPORT & UPDATE LICENSING - TREASURY MANAGEMENT
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
24
Renewal: MUNFM-SUP-D No
1 1 EA
3,771.30
.00
3,771.30
TYLER FORM PROCESSING SUPPORT
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
25
Renewal: MUNSUPPORT-C-UBCIS No
1 1 EA
5,166.87
.00
5,166.87
SUPPORT & UPDATE LICENSING - UTILITY BILLING CIS
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
26
Renewal: MUNSUPPORT-C-UBI No
1 1 EA
1,493.43
.00
1,493.43
SUPPORT & UPDATE LICENSING - UTILITY BILLING INTERFACE
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
27
Renewal: MUNSUPPORT-C-CSS No
1 1 EA
2,375.93
.00
2,375.93
SUPPORT & UPDATE LICENSING - CITIZEN SELF SERVICE (UTILITY BILLING)
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
28
Renewal: MUNGUIUP-D No
1 1 EA
2,700.00
.00
2,700.00
TYLER UNLIMITED CLIENT ACCESS MAINTENANCE
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
29
Renewal: MUNSUPPORT-D-PORTAL No
1 1 EA
2,373.55
.00
2,373.55
SUPPORT & UPDATE LICENSING - ROLE TAILORED DASHBOARD
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
30
Renewal: MUNSUPPORT-D-PBB No
1 1 EA
4,052.44
.00
4,052.44
SUPPORT & UPDATE LICENSING - PERFORMANCE BASED BUDGETING
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
31
Renewal: MUNSUPPORT-D-TCMSE No
1 1 EA
5,065.56
.00
5,065.56
SUPPORT & UPDATE LICENSING - TYLER CONTENT MANAGER
SE
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
32
Renewal: MUNEGSUPPORT-D-IGWM No
1 1 EA
3,979.92
.00
3,979.92
EnerGov Support - IG Workforce Mobile
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021; Term:
12 months
•• Remittance THIS IS NOT AN INVOICE
tyler T IerTechnolo les, Inc.
••• ••• (FEIN 75-2303920) PROFORMA
• P.O. Box 203556
• technologies Company Order No. Date Page
Dallas, TX 75320-3556
Empowering people who serve the public® Questions 045 132197 12/12/2019 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
No. Item/ Description/ Comments Drop Ship # Users Quantity U/M Unit Price Disc % Total Cost
33
Renewal: MUNEGSUPPORT-D-PI
No
1
1
EA
7,958.67
.00
7,958.67
EnerGov Support - Permits & Inspections
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
34
Renewal: MUNEGSUPPORT-D-ESRI
No
1
1
EA
4,919.91
.00
4,919.91
EnerGov Support - ESRI Integration
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
35
Renewal: MUNEGSUPPORT-D-ER
No
1
1
EA
3,979.92
.00
3,979.92
EnerGov Support- e -Reviews
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
36
Renewal: MUNEGSUPPORT-D-PL
No
1
1
EA
3,086.23
.00
3,086.23
EnerGov Support - Intelligent Objects Automation
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
37
Renewal: MUNEGSUPPORT-D-PL
No
1
1
EA
2,894.06
.00
2,894.06
EnerGov Support - Professional Licensing
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
38
Renewal: MUNEGSUPPORT-D-CAP
No
1
1
EA
2,894.06
.00
2,894.06
EnerGov Support - Citizen Access Portal
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
39
Renewal: MUNEGSUPPORT-RPTK
No
1
1
EA
735.00
.00
735.00
EnerGov Support - Report Tookit
Maintenance Plan: ; Start: 02/22/2020, End: 02/21/2021;
Term:
12 months
Does not include any applicable taxes Order Total: 138,278.92
Comments: Upon acceptance please email your purchase order to PO(cDtylertech.com