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