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Item 4B - Tyler TechnologiesCITY OF SOUTHLAKE MEMORANDUM February 15, 2022 To: Shana Yelverton, City Manager From: Sharen Jackson, Chief Financial Officer Subject: Item 4B: Approve the purchase of software support services and annual maintenance from Tyler Technologies in an amount not to exceed $217,500. Action Requested: Approve the purchase of software support services and annual maintenance from Tyler Technologies in an amount not to exceed $217,500. Background Information: The City currently utilizes four (4) main Tyler Technologies software products for Customer Service, Court, Building Services, Finance, Human Resources, Planning, Public Works, and citation writing within the Police Department. • Munis provides crucial business hours support, upgrade rights to new versions including W-2 payroll updates, 1099 vendor updates, product enhancements, and bug fixes. Munis is an Enterprise Resource Planning (ERP) system used by all City departments as well as citizens. Major functions include Finance (accounting, purchasing, budgeting, utility billing, project accounting), Human Resources (payroll, employee management), Public Works (service order management), and Citizen Self Service (online bill payment). • EnerGov is the selected platform for land management utilized by the Planning Department to manage the building unit for plans management, permitting, etc. This platform introduces enhancements to operations including online plans submission, improved permit payments, and improved integration with the city's GIS system and Bluebeam real time plans markup software streamlining the plans approval process. It is also utilized by Public Works to assess and collect impact fees. • Incode Court Suite and Brazos/E-Citation are products that integrate with a variety of software and devices allowing the Municipal Court to function in an almost Honorable Mayor and City Council Page 2 of 2 paperless environment that carries over to the Police Department citation writing function. Financial Considerations: The 2022 fiscal year budget approved $217,500 for this software package. 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: Quote for Munis, Energov, and Brazos ($164,856) Pending Quote for Incode Staff Recommendation: Staff recommends approval of the maintenance and support services from Tyler Technologies in an amount not to exceed $217,500. 0 Remittance THIS IS NOT AN INVOICE 100 �• tyle r Tyler Technologies, Inc. PROFORMA (FEIN 75-2303920) • technologies P.O. Box 203556 g Company Order No. Date Page Dallas, TX 75320-3556 Empowering people who serve the public® Questions 045 166622 12/13/2021 1 of 4 Tyler Technologies - ERP & Schools Phone: 1-800-772-2260 Press 2, then 1 Fax: 1-866-673-3274 Finail• gr(nitxtlprtprch rnm 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 United States United States Customer Grp/No. Customer PO# Payment Terms Currency Code Ship Via Salesperson Cd 1 2139 Net30 USD ELEC No. Item/ Description/ Comments Drop Ship # Users Quantity U/M Unit Price Disc % Total Cost Contract No.: SOUTHLAKE, TX 1 Renewal: No 1 SUPPORT & UPDATE LICENSING - ACCTG/GL/BUDGET/AP Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 2 Renewal: No 1 SUPPORT & UPDATE LICENSING - ACCOUNTS RECEIVABLE Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 3 Renewal: No 1 SUPPORT & UPDATE LICENSING - INTERFACE TO BMI TRACKING Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 4 Renewal: No 1 SUPPORT & UPDATE LICENSING - BUSINESS & VENDOR SELF SERVICE Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 5 Renewal: No 1 SUPPORT & UPDATE LICENSING - CENTRAL PROPERTY FILE Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 6 Renewal: No 1 SUPPORT & UPDATE LICENSING - CONTRACT MANAGEMENT Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 7 Renewal: No 1 SUPPORT & UPDATE LICENSING - FIXED ASSETS Maintenance Plan: ; Start: 0212212022, End: 02/21/2023; Term: 12 months 8 Renewal: No 1 SUPPORT & UPDATE LICENSING - GENERAL BILLING Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 9 Renewal: No 1 SUPPORT & UPDATE LICENSING - HUMAN RESOURCES MANAGEMENT Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 1 EA 19,552.31 .00 19,552.31 1 EA 4,116.28 .00 4,116.28 1 EA 1,421.99 .00 1,421.99 1 EA 4,677.56 .00 4,677.56 1 EA 1,201.43 .00 1,201.43 1 EA 2,207.82 .00 2,207.82 1 EA 4,490.48 .00 4,490.48 1 EA 1,871.03 .00 1,871.03 1 EA 2,881.40 .00 2,881.40 0 Remittance THIS IS NOT AN INVOICE 100 �• tyle r Tyler Technologies, Inc. PROFORMA (FEIN 75-2303920) • technologies P.O. Box 203556 g Company Order No. Date Page Dallas, TX 75320-3556 Empowering people who serve the public® Questions 045 166622 12/13/2021 2 of 4 Tyler Technologies - ERP & Schools Phone: 1-800-772-2260 Press 2, then 1 Fax: 1-866-673-3274 Finail• gr(nitvlartarch cnm No. Item/ Description/ Comments Drop Ship # Users Quantity U/M Unit Price Disc % Total Cost 10 Renewal: No 1 1 EA 4,116.28 .00 4,116.28 SUPPORT & UPDATE LICENSING - INVENTORY Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 11 Renewal: No 1 1 EA 1,683.94 .00 1,683.94 SUPPORT & UPDATE LICENSING - EMPLOYEE SELF SERVICE Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 12 Renewal: No 1 1 EA 4,860.56 .00 4,860.56 SUPPORT & UPDATE LICENSING - CRYSTAL REPORTS Maintenance Plan: ; Start: 02122/2022, End: 02/21/2023; Term: 12 months 13 Renewal: No 1 1 EA 3,742.10 .00 3,742.10 SUPPORT & UPDATE LICENSING - MUNIS ESRI INTERFACE Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 14 Renewal: No 1 1 EA 1,871.03 .00 1,871.03 SUPPORT & UPDATE LICENSING - MUNIS MAPLINK Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 15 Renewal: No 1 1 EA 3,180.78 .00 3,180.78 SUPPORT & UPDATE LICENSING - MUNIS OFFICE Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 16 Renewal: No 1 1 EA 4,340.82 .00 4,340.82 SUPPORT & UPDATE LICENSING - PAYROLL Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 17 Renewal: No 1 1 EA 3,742.10 .00 3,742.10 SUPPORT & UPDATE LICENSING - PROJECT ACCOUNTING Maintenance Plan: ; Start: 0212212022, End: 02/21/2023; Term: 12 months 18 Renewal: No 1 1 EA 4,490.48 .00 4,490.48 Purchase Orders - Subscription Fees Maintenance Plan: ; Start: 02/22/2022, End: 02/2112023; Term: 12 months 19 Renewal: No 1 1 EA 3,742.10 .00 3,742.10 SUPPORT & UPDATE LICENSING - REQUISITIONS Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 20 Renewal: No 1 1 EA 823.25 .00 823.25 SUPPORT & UPDATE LICENSING - TIMEKEEPING INTERFACE Maintenance Plan: ; Start: 02122/2022, End: 02/21/2023; Term: 12 months 0 Remittance THIS IS NOT AN INVOICE 100 �• tyle r Tyler Technologies, Inc. PROFORMA (FEIN 75-2303920) • technologies P.O. Box 203556 g Company Order No. Date Page Dallas, TX 75320-3556 Empowering people who serve the public® Questions 045 166622 12/13/2021 3 of 4 Tyler Technologies - ERP & Schools Phone: 1-800-772-2260 Press 2, then 1 Fax: 1-866-673-3274 Finail• gr(nitvlartPr-.h cnm No. Item/ Description/ Comments Drop Ship # Users Quantity U/M Unit Price Disc % Total Cost 21 Renewal: No 1 1 EA 3,742.10 .00 3,742.10 SUPPORT & UPDATE LICENSING - TREASURY MANAGEMENT Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 22 Renewal: No 1 1 EA 4,157.86 .00 4,157.86 TYLER FORM PROCESSING SUPPORT Maintenance Plan: ; Start: 02/2212022, End: 02/21/2023; Term: 12 months 23 Renewal: No 1 1 EA 5,696.47 .00 5,696.47 SUPPORT & UPDATE LICENSING - UTILITY BILLING CIS Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 24 Renewal: No 1 1 EA 1,646.51 .00 1,646.51 SUPPORT & UPDATE LICENSING - UTILITY BILLING INTERFACE Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 25 Renewal: No 1 1 EA 2,619.47 .00 2,619.47 SUPPORT & UPDATE LICENSING - CITIZEN SELF SERVICE (UTILITY BILLING) Maintenance Plan: ; Start: 0212212022, End: 02/21/2023; Term: 12 months 26 Renewal: No 1 1 EA 2,700.00 .00 2,700.00 TYLER UNLIMITED CLIENT ACCESS MAINTENANCE Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 27 Renewal: No 1 1 EA 2,616.84 .00 2,616.84 SUPPORT & UPDATE LICENSING - ROLE TAILORED DASHBOARD Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 28 Renewal: No 1 1 EA 4,467.81 .00 4,467.81 SUPPORT & UPDATE LICENSING - PERFORMANCE BASED BUDGETING Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 29 Renewal: No 1 1 EA 5,584.78 .00 5,584.78 SUPPORT & UPDATE LICENSING - TYLER CONTENT MANAGER SE Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 30 Renewal: No 1 1 EA 4,387.87 .00 4,387.87 EnerGov Support - IG Workforce Mobile Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 31 Renewal: No 1 1 EA 8,774.43 .00 8,774.43 EnerGov Support - Permits & Inspections Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 32 Renewal: No 1 1 EA 5,424.21 .00 5,424.21 EnerGov Support - ESRI Integration 0 Remittance THIS IS NOT AN INVOICE 100 �• tyle r Tyler Technologies, Inc. PROFORMA (FEIN 75-2303920) • technologies P.O. Box 203556 g Company Order No. Date Page Dallas, TX 75320-3556 Empowering people who serve the public® Questions 045 166622 12/13/2021 4 of 4 Tyler Technologies - ERP & Schools Phone: 1-800-772-2260 Press 2, then 1 Fax: 1-866-673-3274 Finail• gr(nitvlartPr-.h cnm No. Item/ Description/ Comments Drop Ship # Users Quantity U/M Unit Price Disc % Total Cost Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 33 Renewal: No 1 1 EA 4,387.87 .00 4,387.87 EnerGov Support- e-Reviews Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 34 Renewal: No 1 1 EA 3,402.57 .00 3,402.57 EnerGov Support - Intelligent Objects Automation Maintenance Plan: ; Start: 02/2212022, End: 02/21/2023; Term: 12 months 35 Renewal: No 1 1 EA 3,190.70 .00 3,190.70 EnerGov Support - Professional Licensing Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months 36 Renewal: No 1 1 EA 3,190.70 .00 3,190.70 EnerGov Support - Citizen Access Portal Maintenance Plan: ; Start: 0212212022, End: 02/21/2023; Term: 12 months 37 Renewal: No 1 1 EA 810.34 .00 810.34 EnerGov Support - Report Tookit Maintenance Plan: ; Start: 02/22/2022, End: 02/21/2023; Term: 12 months Does not include any applicable taxes Order Total: 145,811 Comments: Upon acceptance please email vour purchase order to PO(Wtvlertech.com 0 Remittance THIS IS NOT AN INVOICE 100 �• tyle r Tyler Technologies, Inc. PROFORMA (FEIN 75-2303920) • technologies P.O. Box 203556 g Company Order No. Date Page Dallas, TX 75320-3556 Empowering people who serve the public® Questions 130 17892 01/21/2022 1 of 1 Tyler Technologies - Phone: 1-800-772-2260 Press 2 Fax: 1-866-673-3274 Finail• grrrrltxtlprtpr-.h cnm 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 United States United States Customer Grp/No. Customer PO# Payment Terms Currency Code Ship Via Salesperson Cd 1 2139 Net30 USD ELEC No. Item/ Description/ Comments Drop Ship # Users Quantity U/M Unit Price Disc % Total Cost Contract No.: SOUTHLAKE, TX 1 Renewal: No 3 1 EA 803.61 .00 803.61 eCitation License - TABLET Maintenance Maintenance Plan: ; Start: 06/01/2022, End: 05/31/2023; Term: 12 months 2 Renewal: No 10 1 EA 5,542.96 .00 5,542.96 Brazos RDC Software Maintenance Maintenance: Start: 06/01/2022, End: 05/31/2023; Term: 12 months 3 Renewal: No 1 1 EA 1,029.43 .00 1,029.43 Brazos Interface to Court - Maintenance Maintenance: Start: 0610112022, End: 05/31/2023; Term: 12 months 4 Renewal: No 1 1 EA 1,029.43 .00 1,029.43 Brazos Interface to Public Safety - Maintenance Maintenance: Start: 06/01/2022, End: 05/31/2023; Term: 12 months 5 Renewal: No 5 1 EA 1,969.65 .00 1,969.65 Brazos RDC Software Maintenance Maintenance: Start: 06/01/2022, End: 05/31/2023; Term: 12 months 6 Renewal: No 10 1 EA 3,939.28 .00 3,939.28 Brazos RDC Software Maintenance Maintenance: Start: 06/0112022, End: 05/31/2023; Term: 12 months 7 Renewal: No 12 1 EA 4,727.13 .00 4,727.13 Brazos eCitation Maintenance Maintenance Plan: ; Start: 06/01/2022, End: 05/31/2023; Term: 12 months Does not include any applicable taxes Order Total: 19,041.49 Comments: Upon acceptance please email vour purchase order to PO(Wtvlertech.com