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