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Item 4C - MemoM E M O R A N D U M March 7, 2023 To: From: Subject: Shana Yelverton, City Manager Sharen Jackson, Chief Financial Officer Item 4C: Approve the purchase of software support services and annual maintenance from Tyler Technologies in an amount not to exceed $229,000. Action Requested: Approve the purchase of software support services and annual maintenance from Tyler Technologies in an amount not to exceed $229,000. 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 FY23 budget approved $229,000 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: Legal Review: Alternatives: Supporting Documents: No requirement exists to review the purchase with citizens or boards No requirement exists to review the purchase with the City Attorney. 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. Quote for Munis & Energov ($154,729) Pending Quote for Incode ($50,000 est.) and Brazos ($20,000 est.) Staff Recommendation: Staff recommends approval of the maintenance and support services from Tyler Technologies in an amount not to exceed $229,000. Remittance: Tyler Tech nologies, Inc. (FEIN 75-23 03920) P.O. Box 203556 Dallas, TX 75320-3556 Invoice Invoice No 045-402764 Date 01/01/2023 Page 1 of 3 Questions: Tyler Technologies - ERP & Schools Phone: 1-800-772-2260 Press 2, then 1 Email: ar@tylertech.com Bill To: CITY OF SOUTHLAKE Ship To: CITY OF SOUTHLAKE ATTN: ACCOUNTS PAYABLE 14 00 MAIN STREET -SUITE 420 SOUTHLAKE, TX 76092 Customer No. 2139 Ord No 167952 Date Description PO Number SUPPORT & UPDATE LICENSING -ACCTG/GL /BUDGET/AP Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -ACCOUNTS RECEIVABLE Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -INTERFACE TO BMI TRACKING Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -BUSINESS & VENDOR SELF SERVICE Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING - CENTRAL PROPERTY FILE Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -CONTRACT MANAGEMENT Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -FIXED ASSETS Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -GENERAL BILLING Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING - HUMAN RESOURCES MANAGEMENT Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -INVENTORY Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -EMPLOYEE SELF SERVICE Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -CRYSTAL REPORTS Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -MUNIS ESRI INTERFACE Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -MUNIS MAPLINK Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -MUNIS OFFICE Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -PAYROLL Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -PROJECT ACCOUNTING Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 Purchase Orders -Subscription Fees Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING -REQUISITIONS Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 ATTN: ACCOUNTS PAYABLE 14 00 MAIN STREET -SUITE 420 SOUTHLAKE, TX 76092 Currency Terms USO NET30 Units Rate 20,529.93 4,322.09 1,493.09 4,911.44 1,261.50 2,318.21 4,715.00 1,964.58 3,025.47 4,322.09 1,768.14 5,103.59 3,929.21 1,964.58 3,339.82 4,557.86 3,929.21 4,715.00 3,929.21 Due Date 01/31/2023 Extended Price 20,529.93 4,322.09 1,493.09 4,911.44 1,261.50 2,318.21 4,715.00 1,964.58 3,025.47 4,322.09 1,768.14 5,103.59 3,929.21 1,964.58 3,339.82 4,557.86 3,929.21 4,715.00 3,929.21 Ljwler Y, technologies Bill To: CITY OF SOUTHLAKE ATTN: ACCOUNTS PAYABLE 1400 MAIN STREET - SUITE 420 SOUTHLAKE, TX 76092 Remittance: Invoice Tyler Technologies, Inc. (FEIN 75-2303920) P.O. Box 203556 Invoice No Date Page Dallas, TX 75320-3556 045-402764 01 /01 /2023 2 of 3 Questions: Tyler Technologies - ERP & Schools Phone: 1-800-772-2260 Press 2, then 1 Email: ar@tylertech.com Ship To: CITY OF SOUTHLAKE ATTN: ACCOUNTS PAYABLE 1400 MAIN STREET - SUITE 420 SOUTHLAKE, TX 76092 ustomer No. Ord No PO Number Currency Terms Due Date 2139 167952 USD NET30 01 /31 /2023 Date Description Units Rate Extended Price SUPPORT & UPDATE LICENSING - TIMEKEEPING INTERFACE 1 864.41 864.41 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING - TREASURY MANAGEMENT 1 3,929.21 3,929.21 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 TYLER FORM PROCESSING SUPPORT 1 4,365.75 4,365.75 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING - UTILITY BILLING CIS 1 5,981.29 5,981.29 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING - UTILITY BILLING INTERFACE 1 1,728.84 1,728.84 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING - CITIZEN SELF SERVICE (UTILITY BILLING) 1 2,750.44 2,750.44 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 TYLER UNLIMITED CLIENT ACCESS MAINTENANCE 1 2,700.00 2,700.00 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING - ROLE TAILORED DASHBOARD 1 2,747.68 2,747.68 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING - PERFORMANCE BASED BUDGETING 1 4,691.20 4,691.20 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING - TYLER CONTENT MANAGER SE 1 5,864.02 5,864.02 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 EnerGov Support - IG Workforce Mobile 1 4,607.26 4,607.26 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 EnerGov Support - Permits & Inspections 1 9,213.15 9,213.15 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 EnerGov Support - ESRI Integration 1 5,695.42 5,695.42 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 EnerGov Support- e-Reviews 1 4,607.26 4,607.26 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 EnerGov Support - Intelligent Objects Automation 1 3,572.70 3,572.70 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 EnerGov Support - Professional Licensing 1 3,350.24 3,350.24 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 EnerGov Support - Citizen Access Portal 1 3,350.24 3,350.24 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 EnerGov Support - Report Tookit 1 850.86 850.86 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 SUPPORT & UPDATE LICENSING - EMPLOYEE EXPENSE REIMBURSEMENT 1 1,758.75 1,758.75 Maintenance: Start: 22/Feb/2023, End: 21/Feb/2024 Remittance: Tyler Technologies, Inc. (FEIN 75-2303920) P.O. Box 203556 Dallas, TX 75320-3556 Questions: Invoice Invoice No Date 045-402764 01/01/2023 Page 3 of 3 Tyler Technologies -ERP & Schools Phone: 1-800-772-2260 Press 2, then 1 Email: ar@tylertech.com Bill To: CITY OF SOUTHLAKE ATTN: ACCOUNTS PAYABLE 1400 MAIN STREET -SUITE 420 SOUTHLAKE, TX 76092 Customer No. 2139 Date Ord No 167952 Description **ATTENTION** PO Number Order your checks and forms from Tyler Business Forms at 877-749-2090 or tylerbusinessforms.com to guarantee 100% compliance with your software. Ship To: CITY OF SOUTHLAKE ATTN: ACCOUNTS PAYABLE 1400 MAIN STREET -SUITE 420 SOUTHLAKE, TX 76092 Currency USO Terms NET30 Units Rate Subtotal I Sales Tax I Invoice Total I Due Date 01/31/2023 Extended Price 154,728.741 o.oo 1 154,728.741