HomeMy WebLinkAboutAGENDA REPORT 2024 0501 CCSA REG ITEM 10ICITY OF MOORPARK, CALIFORNIA
City Council Meeting
of May 1, 2024
ACTION APPROVED STAFF
RECOMMENDATIONS.
BY A. Hurtado.
I. Consider Approval of Amendment No. 7 to Agreement with Tyler Technologies,
Inc. for Enterprise Permitting System Implementation and Consultation Services,
Software and Support Maintenance for Tyler Technologies Products, and Approval
of Quote for ExecuTime Implementation Services. Staff Recommendation: Staff
recommends the City Council approve each of the following proposals: 1) Approve
the Tyler Technologies Amendment No. 7 for EPL Consulting Services, and
authorize the City Manager to sign and execute the attached agreement, subject
to final language approval of the City Manager; 2) Approve the Tyler Technologies
Maintenance Renewal Addendum, and authorize the City Manager to sign and
execute the attached addendum, subject to final language approval of the City
Manager; and 3) Approve the Tyler Technologies Quote for ExecuTime Upgrade
Services and authorize the City Manager to sign and execute the attached quote,
subject to final language approval of the City Manager. (Staff: Chris Thompson,
Senior Information Systems Administrator)
Item: 10.I.
MOORPARK CITY COUNCIL
AGENDA REPORT
TO: Honorable City Council
FROM: Chris Thompson, Senior Information Systems Administrator
DATE: 05/01/2024 Regular Meeting
SUBJECT: Consider Approval of Amendment No. 7 to Agreement with Tyler
Technologies, Inc. for Enterprise Permitting System Implementation
and Consultation Services, Software and Support Maintenance for
Tyler Technologies Products, and Approval of Quote for ExecuTime
Implementation Services
BACKGROUND
On May 6, 2015, City Council awarded a $350,000 contract to Tyler Technologies, Inc.
for purchase of software licensing and installation of both Incode Financial software and
Energov Enterprise Permitting software.
On May 26, 2017, the City Manager approved Amendment No. 1, totaling $6,980, adding
a Project Accounting module.
On August 7, 2017, the City Manager approved Amendment No. 2, amounting to $750,
covering additional services relating to data conversion.
On February 7, 2018, the City Council approved Amendment No. 3, totaling $24,925, to
purchase ExecuTime time and attendance application with three biometric readers.
On February 14, 2018, the City Council approved Amendment No. 4 , totaling $50,000,
covering additional Energov implementation services.
On June 4, 2019, the City Manager approved Amendment No. 5, totaling $15,000,
appropriating funds for additional Energov Implementation services.
Item: 10.I.
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Honorable City Council
05/01/2024 Regular Meeting
Page 2
On June 10, 2020, the City Manager approved Amendment No. 6, to align the
maintenance and support schedule with the City’s Fiscal Year (FY) cycle, and to settle
outstanding billing invoices.
City staff and Tyler implementation specialists have worked for several years to achieve
the current state of a functional Permitting system with an online public portal and a
standardized system to align multiple City divisions, replacing several separate legacy
software systems that did not integrate. This has improved the workflow, plan, and permit
review process for many departments including but not limited to Community
Development and Public Works.
During the final deployment and activation phase of Energov, the City utilized
appropriated funds to implement services from Tyler to accomplish the final roll-out of the
existing permitting system. Once the system was deemed operational, the dedicated
support of the City’s Implementation Team was transitioned to standard support services.
Standard support primarily focuses on fixing system bugs and troubleshooting issues,
rather than implementing new features or services.
Staff has continued to roll out additional functions and features to the Energov permit
management system; this effort has required a significant amount of staff resources to
accomplish, working with Tyler support staff when possible.
DISCUSSION
Amendment No. 7 expands on the existing Agreement with Tyler Technologies to include
the following three distinct items:
1.$20,000 for dedicated, as-needed consultation services to assist with
implementation of additional services and features for Energov Enterprise
Permitting and Licensing. See Attachment 2 – Quote for EPL Pro Services.
As City staff has continued implementation of the EnerGov permitting system and
additional features, staff has experienced limitations where assistance from a
dedicated Tyler Support implementation team is warranted to support staff with
new features and additions. These additions will extend beyond the scope of the
standard support and maintenance plan and will need a dedicated agreement and
funding to support these next steps. In order to provide for implementation of
enhanced features and functionality on an as-needed basis (for items beyond
annual standard support and maintenance), staff is recommending an annual
budget appropriation of not-to-exceed $20,000 which will be included in future
years budgets. Attachment 2 details the amendment terms of the existing contract
to include the additional EPL support and consulting services.
192
Honorable City Council
05/01/2024 Regular Meeting
Page 3
2. Maintenance and Support Renewal Addendum to consolidate the annual
maintenance cost for all Tyler software products that the City utilizes, covering a
three-year term with anticipated increases to better align the proposed budget.
See Attachment 3 – Quote for Annual Maintenance.
Following the initial purchase and deployment of Tyler products in 2015, City staff
continued with the ongoing annual maintenance costs of Tyler product suites. The
goal of this Addendum is to memorialize the anticipated annual maintenance cost
to cover future years. While these costs were implied in the original agreement,
these costs were not clearly defined. Tyler has provided a quote in the amount of
$61,117.65 for FY 2024/25 which has been incorporated into the Draft Budget.
The projected cost covers standard software licensing and maintenance for each
of the City’s Tyler Technologies software platforms, including:
• Incode Financial Suite and Modules
• Energov EPL Permit Management
• ExecuTime Time and Attendance Suite and Biometric Timeclock
Maintenance
Additionally, consistent with other software maintenance contracts in the City there
is a 5% automatic annual adjustment for maintenance costs, which is factored into
the total cost and outlined in Attachment 1 – Tyler Agreement Cost Summary.
3. Amendment in the amount of $7,500 for a required upgrade project associated
with the City’s ExecuTime time and attendance management system. This
upgrade to the latest version of software is a full migration and is considered a
project that warrants a dedicated project manager, migration services, and training
for staff. This is beyond the scope of standard Tyler software and support
maintenance and therefore must be considered as a separate one-time paid
service. See Attachment 4 – Quote for ExecuTime upgrade.
Since first deployed in FY 2018/19, City staff has been using the ExecuTime time
management system for payroll time tracking and project time accounting. The
system includes biometric timeclock systems at Arroyo Vista Park and the
Community Center to track time for part-time staff. There have not been any
significant updates to the software since implementation. This amendment
facilitates bringing the City’s system up to the latest version to be compatible with
current security and compliance standards.
Amendment No. 7 of this agreement consolidates three separate, yet interconnected
components of the City’s software and maintenance agreement with Tyler Technologies.
This will encompass the anticipated costs to operate and maintain current systems for the
next three years. The software and consulting services provided by Tyler Technologies
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Honorable City Council
05/01/2024 Regular Meeting
Page 4
are essential updates to ensure ongoing support for the City’s various enterprise systems.
Tyler Technologies allows the City to use their proprietary software systems with the
understanding that the City will agree to their licensing terms and the City is obligated to
continue to maintain a support contract with them during the time that the City uses these
software systems. The proposed licensing, support, and consulting services are solely
provided by Tyler Technologies, a sole-source provider, and cannot be provided by other
third party consultants or vendors.
ENVIRONMENTAL DETERMINATION
This action is exempt from the California Environmental Quality Act (CEQA) as it does
not constitute a project, as defined by Section 15378 of the State CEQA Guidelines.
Therefore, no environmental review is required.
FISCAL IMPACT
The total fiscal impact of this Tyler agreement has a not-to-exceed amount of up to
$280,000 over the next three years.
See table below for summary:
3-year estimate of Tyler Technologies product cost for City of Moorpark
Product Year 1
FY 2024/25
*Year 2
FY 2025/26
*Year 3
FY 2026/27
EPL (Energov) Consulting Services $20,000.00 $20,000.00 $20,000.00
Incode Financials Maintenance* $40,004.64 $42,004.87 $44,105.12
ExecuTime/Timeclock Maintenance* $2,921.11 $3,067.17 $3,220.52
ExecuTime Upgrade Project $7,500.00
EPL (Energov) Software Maintenance* $18,191.90 $19,101.50 $20,056.57
Contingency $6,382.35 $6,326.47 $7,117.79
Subtotal (Annual Cost) $95,000.00 $90,500.00 $94,500.00
3 year Total $280,000.00
*5% Annual increase in maintenance cost
This amendment includes a $20,000 annual allotment for Energov EPL consulting,
$62,000 for annual software maintenance plus 5% annual increase for maintenance, a
one-time cost of $7,500 for ExecuTime upgrade, and a +/- 10% annual contingency for
additional software or maintenance items as needed. Details of these expected expenses
are outlined in Attachment 1.
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Honorable City Council
05/01/2024 Regular Meeting
Page 5
These additional costs have been included in the annual budget request.
COUNCIL GOAL COMPLIANCE
This action is consistent with Council Goal 3, Objective 3.2 – “Energov Deployment.”
STAFF RECOMMENDATION
Staff recommends the City Council approve each of the following proposals:
1.Approve the Tyler Technologies Amendment No. 7 for EPL Consulting Services,
and authorize the City Manager to sign and execute the attached agreement,
subject to final language approval of the City Manager.
2.Approve the Tyler Technologies Maintenance Renewal Addendum, and authorize
the City Manager to sign and execute the attached addendum, subject to final
language approval of the City Manager.
3.Approve the Tyler Technologies Quote for ExecuTime Upgrade Services and
authorize the City Manager to sign and execute the attached quote, subject to final
language approval of the City Manager.
Attachment 1: Tyler Agreement Cost Summary
Attachment 2: Quote for EPL Consulting Services Amendment
Attachment 3: Software Maintenance Renewal Addendum
Attachment 4: ExecuTime Upgrade Quote
195
City of Moorpark - Tyler Software and Support Maintenance Agreement Amendment #7
1. EPL (Energov) Consulting Amendment
Year1
FY24/25
*Year 2
FY25/26
*Year 3
FY26/27
EPL Implementation and Consulting services $20,000.00 $20,000.00 $20,000.00
This is additional paid consulting support as-needed including project
management and consulting for EPL Energov systems. This is based on
implementation and configuration of new or additional features that
are outside the scope of standard troubleshooting support and
maintenance. Block of 100 hours
2. Tyler Software and Support Maintenance Renewal Addendum
Incode Financial Suite
Incode Financial Suite - Maintenance $15,976.41 $16,775.23 $17,613.99
Incode Personnel Management Suite Maintenance $4,794.62 $5,034.35 $5,286.07
Employee Self Service - Benefits Administration - Maintenance $2,430.29 $2,551.80 $2,679.39
Employee Self Service - Time & Attendance - Maintenance $2,531.57 $2,658.15 $2,791.06
Incode Customer Relationship Suite - Maintenance $4,009.08 $4,209.53 $4,420.01
Incode Content/Document Management Suite - Maintenance $7,278.60 $7,642.53 $8,024.66
Project Accounting - Maintenance $2,484.07 $2,608.27 $2,738.69
Tyler U $500.00 $525.00 $551.25
Incode Maintenance $40,004.64 $42,004.87 $44,105.12
Enterprise Permitting (EPL) - Energov
EnerGov Product Suite: Software Support & Maintenance $18,191.90 $19,101.50 $20,056.57
ExecutTime Timecard Management
ExecuTime Time & Attendance - Up to 100ee - Maintenance $1,876.15 $1,969.96 $2,068.46
ExecuTime Time & Attendance Mobile Access License - Maintenance $680.75 $714.79 $750.53
Touchscreen 10: Biometric and Prox Reader $364.21 $382.42 $401.54
ExecuTime Maitnance $2,921.11 $3,067.17 $3,220.52
TOTAL ANNUAL SOFTWARE MAINTENANCE $61,117.65 $64,173.53 $67,382.21
3. ExecuTime Upgrade Quote
ExecuTime One-Time Upgrade Project*$7,500.00
*This upgrade to the latest version is a full migration and is considered
a project that requires an assigned project manager, migration
services, and training for staff. This is beyond the scope of standard
Tyler software and support maintenance and must be a separate one-
time paid service.
Contingency (approximately 10%) for additional items as needed $6,382.35 $6,326.47 $7,117.79
Annual Total $95,000.00 $90,500.00 $94,500.00
3 year Total $280,000.00
ATTACHMENT 1
Cost Summary
*5% Annual increase in maintenance cost
196
1
AMENDMENT
This amendment (“Amendment”) is effective as of the date of signature of the last party to sign as
indicated below (“Amendment Effective Date”), by and between Tyler Technologies, Inc. with offices at
One Tyler Drive, Yarmouth, Maine 04096 (“Tyler”) and the City of Moorpark, California, with offices at
799 Moorpark Ave., Moorpark, California 93021 (“Client”).
WHEREAS, Tyler and Client are parties to an agreement dated September 24, 2015 (“Agreement”); and
WHEREAS, Tyler and Client desire to amend the terms of the Agreement as provided herein.
NOW THEREFORE, in consideration of the mutual promises hereinafter contained, Tyler and Client agree
as follows:
1.The services set forth in the Investment Summary attached hereto as Exhibit 1 are hereby added
to the Agreement. Services added to the Agreement pursuant to this Amendment shall be
invoiced as provided.
2.This Amendment shall be governed by and construed in accordance with the terms and
conditions of the Agreement.
3.Except as expressly indicated in this Amendment, all other terms and conditions of the
Agreement shall remain in full force and effect.
IN WITNESS WHEREOF, the parties hereto have executed this Amendment as of the dates set forth
below.
Tyler Technologies, Inc. City of Moorpark, California
By: By:
Name: Name:
Title: Title:
Date: Date:
ATTACHMENT 2
EPL Pro Services Quote
197
Exhibit 1
2
Exhibit 1
Investment Summary
The following Investment Summary details the software, products, and services to be delivered by us to
you under the Agreement. This Investment Summary is effective as of the Effective Date, despite any
expiration date in the Investment Summary that may have lapsed as of the Effective Date. Capitalized
terms not otherwise defined will have the meaning assigned to such terms in the Agreement. In the
event of conflict between the Agreement and terms in the Comments section of this Investment
Summary, the language in the Agreement will prevail.
REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
198
2024-462809-G8T7S1 CONFIDENTIAL Page 1
Quoted By:Andrew Meyer
Quote Expiration:9/22/24
Quote Name:EPL Pro Services
Sales Quotation For:
City of Moorpark
799 Moorpark Ave
Moorpark CA 93021-1155
Phone: +1 (805) 529-6864
Professional Services
Description Quantity Unit Price
Extended
Price Maintenance
Professional Services
Professional Implementation Consulting - Remote 80 $ 200 $ 16,000 $ 0
Project Management Services - Remote 20 $ 200 $ 4,000 $ 0
TOTAL:$ 20,000 $ 0
199
2024-462809-G8T7S1 CONFIDENTIAL Page 2
Summary One Time Fees Recurring Fees
Total Services $ 20,000 $ 0
Total Third-Party Hardware, Software, Services $ 0 $ 0
Summary Total $ 20,000 $ 0
Contract Total $ 20,000
Customer Approval:Date:
Print Name:P.O.#:
Client agrees that items in this sales quotation are, upon Client's signature or approval of same, hereby added to the existing agreement ("Agreement")
between the parties and subject to its terms. Additionally, payment for said items, as applicable but subject to any listed assumptions herein, shall conform
to the following terms:
•License fees for Tyler and third party software are invoiced upon the earlier of (i) delivery of the license key or (ii) when Tyler makes such software
available for download by the Client;
•Fees for hardware are invoiced upon delivery;
•Fees for year one of hardware maintenance are invoiced upon delivery of the hardware;
•Annual Maintenance and Support fees, SaaS fees, Hosting fees, and Subscription fees are first payable when Tyler makes the software available for
download by the Client (for Maintenance) or on the first day of the month following the date this quotation was signed (for SaaS, Hosting, and
Subscription), and any such fees are prorated to align with the applicable term under the Agreement, with renewals invoiced annually thereafter in
accord with the Agreement.
•Fees for services included in this sales quotation shall be invoiced as indicated below.
o Implementation and other professional services fees shall be invoiced as delivered.
•Expenses associated with onsite services are invoiced as incurred.
200
2024-462809-G8T7S1 CONFIDENTIAL Page 3
Comments
EPL Implementation: Tyler leads and owns the configuration of 1 unique business transactions, 1 template business transactions, and will build out
the standard geo-rules and standard automation events included in the application. Configuration elements beyond this will be owned by the client.
SaaS Monthly Fees are rounded to the nearest dollar. The Annual Fee value represents the cost to the customer.
**Scope of hours to be agreed upon between Moorpark and Tyler - can include but limited to: new configuration/processes, eReviews, Civic
Access, process improvements, etc.**
201
Amendment to Contract ID# 2015-0098
1
Maintenance and Support Renewal Addendum
This Addendum is attached to and made part of the contract dated September 24, 2015 (“Agreement”)
between the City of Moorpark, California (“You”, “Your”, and similar) and Tyler Technologies, Inc. (“We”,
“us”, and similar). This Addendum is effective as of the date your authorized representative signs below
(“Effective Date”). We will provide you with maintenance and support services for the Tyler Software
licensed to you under the Agreement. Capitalized terms not otherwise defined will have the meaning
assigned to such terms in the Agreement. All terms and conditions of the Agreement not herein
amended or superseded shall remain in full force and effect.
1. Term. We provide maintenance and support services on an annual basis. The initial term
commences on the Effective Date and remains in effect for three (3) years. The term will renew
automatically for additional one (1) year terms unless terminated in writing by either party at least
thirty (30) days prior to the end of the then-current term.
2. Maintenance and Support Fees. Your initial maintenance and support fees, as listed in the proforma
attached hereto as Exhibit A are due upon the Effective Date. We reserve the right to suspend
maintenance and support services if you fail to pay undisputed maintenance and support fees within
sixty (60) days of the due date. Fees for subsequent terms are subject to change but will not
increase by more than five percent (5%) per year for three (3) years from the Effective Date.
3. Termination. If you terminate the maintenance term prior to the expiration of the initial three-year
term, the fees owed for annual maintenance and support plus five percent (5%) annual increases for
the remainder of the term shall be due and payable within thirty (30) days of your written notice.
4. Maintenance and Support Services. As long as you timely pay your maintenance and support fees,
we will, consistent with our then-current Support Call Process, perform our maintenance and
support obligations as outlined in the Agreement. A copy of our current Support Call Process is
attached hereto as Exhibit B.
IN WITNESS WHEREOF, a duly authorized representative of each party has executed this Addendum as
of the date(s) set forth below.
Tyler Technologies, Inc. City of Moorpark, CA
Local Government Division
By: By:
Name: Name:
Title: Title:
Date: Date:
ATTACHMENT 3
Software Maintenance
202
Exhibit A
2
Insert Proforma
203
Page
1 of 4
DateCompany
PROFORMA
191242 01/12/2024
THIS IS NOT AN INVOICE
Order No.
025
Tyler Technologies, Inc.
(FEIN 75-2303920)
P.O. Box 203556
Dallas, TX 75320-3556
Remittance
Questions
Tyler Technologies - Local Government
Phone: 1-800-772-2260 Press 2, then 2
Fax: 1-866-673-3274
Email: ar@tylertech.com
*025$191242%4-*
CITY OF MOORPARK
ATTN: FINANCE DEPARTMENT
799 MOORPARK AVE.
MOORPARK, CA 93021
United States
Ship To:To:
Customer Grp/No.Payment Terms Currency Code
Net 45 USD
CITY OF MOORPARK
ATTN: FINANCE DEPARTMENT
799 MOORPARK AVE.
MOORPARK, CA 93021
United States
1 49589
Customer PO#Ship Via Salesperson Cd
No. Item/ Description/ Comments Total Cost Quantity# UsersDrop Ship U/M Unit Price Disc %
Contract No.: City of Moorpark, CA
Renewal: 500.00 1 1 1 EA 500.00 .00 No
Tyler U
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 15,976.41 1 1 2 EA 15,976.41 .00 No
Incode Financial Suite - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 4,794.62 1 1 3 EA 4,794.62 .00 No
Incode Personnel Management Suite Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 2,430.29 1 48 4 EA 2,430.29 .00 No
Employee Self Service - Benefits Administration - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 2,531.57 1 50 5 EA 2,531.57 .00 No
Employee Self Service - Time & Attendance - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 4,009.08 1 1 6 EA 4,009.08 .00 No
Incode Customer Relationship Suite - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
:
Renewal: 18,191.90 1 1 7 EA 18,191.90 .00 No
Software Support & Maintenance: EnerGov Product Suite
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 7,278.60 1 1 8 EA 7,278.60 .00 No
Incode Content/Document Management Suite - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
204
Page
2 of 4
DateCompany
PROFORMA
191242 01/12/2024
THIS IS NOT AN INVOICE
Order No.
025
Tyler Technologies, Inc.
(FEIN 75-2303920)
P.O. Box 203556
Dallas, TX 75320-3556
Remittance
Questions
Tyler Technologies - Local Government
Phone: 1-800-772-2260 Press 2, then 2
Fax: 1-866-673-3274
Email: ar@tylertech.com
No. Item/ Description/ Comments Total Cost Quantity# UsersDrop Ship U/M Unit Price Disc %
Renewal: 2,484.07 1 1 9 EA 2,484.07 .00 No
Project Accounting - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 10 EA 0.00 .00 No
Core Financials - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
:
Renewal: 0.00 1 1 11 EA 0.00 .00 No
Positive Pay - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 12 EA 0.00 .00 No
Annual Comprehensive Financial Report - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 13 EA 0.00 .00 No
Fixed Assets - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 14 EA 0.00 .00 No
Purchase Orders - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 15 EA 0.00 .00 No
Laserfiche Output Channel - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 16 EA 0.00 .00 No
Output Director - Existing Customers -Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 17 EA 0.00 .00 No
Laserfiche Financial Suite Interface - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 18 EA 0.00 .00 No
Secure Signatures - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 19 EA 0.00 .00 No
Standard Forms Package - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
205
Page
3 of 4
DateCompany
PROFORMA
191242 01/12/2024
THIS IS NOT AN INVOICE
Order No.
025
Tyler Technologies, Inc.
(FEIN 75-2303920)
P.O. Box 203556
Dallas, TX 75320-3556
Remittance
Questions
Tyler Technologies - Local Government
Phone: 1-800-772-2260 Press 2, then 2
Fax: 1-866-673-3274
Email: ar@tylertech.com
No. Item/ Description/ Comments Total Cost Quantity# UsersDrop Ship U/M Unit Price Disc %
Renewal: 0.00 1 1 20 EA 0.00 .00 No
ESS Time & Attendance (Number of FTE Employees) - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 21 EA 0.00 .00 No
Employee Self Service (number of FTE Employees) - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 22 EA 0.00 .00 No
Personnel Management - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 23 EA 0.00 .00 No
ESS Benefits Administration (Number of FTE Employees) - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 0.00 1 1 24 EA 0.00 .00 No
Cashiering - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
:
Renewal: 0.00 1 1 25 EA 0.00 .00 No
Misc. Accounts Receivable - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
:
Renewal: 0.00 1 1 26 EA 0.00 .00 No
Cashiering Receipt Import (Generic Interface) - Maintenance
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
:
Renewal: 1,092.63 3 1 27 EA 364.21 .00 No
Touchscreen 10: Biometric and Prox Reader
Maintenance Plan: ; Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 680.75 1 1 28 EA 680.75 .00 No
Support & Update Licensing - ExecuTime Time & Attendance Mobile Access License - Maintenance
Maintenance Plan: ; Start: 07/01/2024, End: 06/30/2025; Term: 12 months
Renewal: 1,876.15 1 100 29 EA 1,876.15 .00 No
Support & Update Licensing - ExecuTime Time & Attendance - Up to 100ee - Maintenance
Maintenance Plan: ; Start: 07/01/2024, End: 06/30/2025; Term: 12 months
:
206
Page
4 of 4
DateCompany
PROFORMA
191242 01/12/2024
THIS IS NOT AN INVOICE
Order No.
025
Tyler Technologies, Inc.
(FEIN 75-2303920)
P.O. Box 203556
Dallas, TX 75320-3556
Remittance
Questions
Tyler Technologies - Local Government
Phone: 1-800-772-2260 Press 2, then 2
Fax: 1-866-673-3274
Email: ar@tylertech.com
61,846.07 Order Total:Does not include any applicable taxes
Comments:Upon acceptance please email your purchase order to PO@tylertech.com
207
Page
1 of 1
DateCompany
PROFORMA
191353 01/12/2024
THIS IS NOT AN INVOICE
Order No.
025
Tyler Technologies, Inc.
(FEIN 75-2303920)
P.O. Box 203556
Dallas, TX 75320-3556
Remittance
Questions
Tyler Technologies - Local Government
Phone: 1-800-772-2260 Press 2, then 2
Fax: 1-866-673-3274
Email: ar@tylertech.com
*025$191353%1-*
CITY OF MOORPARK
ATTN: FINANCE DEPARTMENT
799 MOORPARK AVE.
MOORPARK, CA 93021
United States
Ship To:To:
Customer Grp/No.Payment Terms Currency Code
Net 45 USD
CITY OF MOORPARK
ATTN: FINANCE DEPARTMENT
799 MOORPARK AVE.
MOORPARK, CA 93021
United States
1 49589
Customer PO#Ship Via Salesperson Cd
No. Item/ Description/ Comments Total Cost Quantity# UsersDrop Ship U/M Unit Price Disc %
Contract No.: City of Moorpark, CA
Renewal: 18,191.90 1 1 1 EA 18,191.90 .00 No
Software Support & Maintenance: EnerGov Product Suite
Maintenance: Start: 07/01/2024, End: 06/30/2025; Term: 12 months
18,191.90 Order Total:Does not include any applicable taxes
Comments:Upon acceptance please email your purchase order to PO@tylertech.com
208
Exhibit B
3
Exhibit B
Support Call Process
Support Channels
Tyler Technologies, Inc. provides the following channels of software support:
(1) Tyler Community – an on-line resource, Tyler Community provides a venue for all Tyler clients
with current maintenance agreements to collaborate with one another, share best practices and
resources, and access documentation.
(2) On-line submission (portal) – for less urgent and functionality-based questions, users may create
unlimited support incidents through the customer relationship management portal available at
the Tyler Technologies website.
(3) Email – for less urgent situations, users may submit unlimited emails directly to the software
support group.
(4) Telephone – for urgent or complex questions, users receive toll-free, unlimited telephone
software support.
Support Resources
A number of additional resources are available to provide a comprehensive and complete support
experience:
(1) Tyler Website – www.tylertech.com – for accessing client tools and other information including
support contact information.
(2) Tyler Community – available through login, Tyler Community provides a venue for clients to
support one another and share best practices and resources.
(3) Knowledgebase – A fully searchable depository of thousands of documents related to
procedures, best practices, release information, and job aides.
(4) Program Updates – where development activity is made available for client consumption
Support Availability
Tyler Technologies support is available during the local business hours of 8 AM to 5 PM (Monday –
Friday) across four US time zones (Pacific, Mountain, Central and Eastern). Clients may receive coverage
across these time zones. Tyler’s holiday schedule is outlined below. There will be no support coverage
on these days.
New Year’s Day Thanksgiving Day
Memorial Day Day after Thanksgiving
Independence Day Christmas Day
Labor Day
Issue Handling
Incident Tracking
Every support incident is logged into Tyler’s Customer Relationship Management System and given a
209
Exhibit B
4
unique incident number. This system tracks the history of each incident. The incident tracking number is
used to track and reference open issues when clients contact support. Clients may track incidents, using
the incident number, through the portal at Tyler’s website or by calling software support directly.
Incident Priority
Each incident is assigned a priority number, which corresponds to the client’s needs and deadlines. The
client is responsible for reasonably setting the priority of the incident per the chart below. This chart is
not intended to address every type of support incident, and certain “characteristics” may or may not
apply depending on whether the Tyler software has been deployed on customer infrastructure or the
Tyler cloud. The goal is to help guide the client towards clearly understanding and communicating the
importance of the issue and to describe generally expected responses and resolutions.
Priority
Level Characteristics of Support Incident Resolution Targets
1
Critical
Support incident that causes (a)
complete application failure or
application unavailability; (b)
application failure or unavailability
in one or more of the client’s
remote location; or (c) systemic loss
of multiple essential system
functions.
Tyler shall provide an initial response to Priority
Level 1 incidents within one (1) business hour of
receipt of the support incident. Tyler shall use
commercially reasonable efforts to resolve such
support incidents or provide a circumvention
procedure within one (1) business day. For non-
hosted customers, Tyler’s responsibility for lost or
corrupted data is limited to assisting the client in
restoring its last available database.
2
High
Support incident that causes (a)
repeated, consistent failure of
essential functionality affecting
more than one user or (b) loss or
corruption of data.
Tyler shall provide an initial response to Priority
Level 2 incidents within four (4) business hours of
receipt of the support incident. Tyler shall use
commercially reasonable efforts to resolve such
support incidents or provide a circumvention
procedure within ten (10) business days. For non-
hosted customers, Tyler’s responsibility for loss or
corrupted data is limited to assisting the client in
restoring its last available database.
3
Medium
Priority Level 1 incident with an
existing circumvention procedure,
or a Priority Level 2 incident that
affects only one user or for which
there is an existing circumvention
procedure.
Tyler shall provide an initial response to Priority
Level 3 incidents within one (1) business day of
receipt of the support incident. Tyler shall use
commercially reasonable efforts to resolve such
support incidents without the need for a
circumvention procedure with the next published
maintenance update or service pack. For non-
hosted customers, Tyler’s responsibility for lost or
corrupted data is limited to assisting the client in
restoring its last available database.
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Exhibit B
5
Priority
Level Characteristics of Support Incident Resolution Targets
4
Non-
critical
Support incident that causes failure
of non-essential functionality or a
cosmetic or other issue that does
not qualify as any other Priority
Level.
Tyler shall provide an initial response to Priority
Level 4 incidents within two (2) business
days. Tyler shall use commercially reasonable
efforts to resolve such support incidents, as well as
cosmetic issues, with a future version release.
Incident Escalation
Tyler Technology’s software support consists of four levels of personnel:
(1) Level 1: front-line representatives
(2) Level 2: more senior in their support role, they assist front-line representatives and take on
escalated issues
(3) Level 3: assist in incident escalations and specialized client issues
(4) Level 4: responsible for the management of support teams for either a single product or a
product group
If a client feels they are not receiving the service needed, they may contact the appropriate Software
Support Manager. After receiving the incident tracking number, the manager will follow up on the open
issue and determine the necessary action to meet the client’s needs.
On occasion, the priority or immediacy of a software support incident may change after initiation. Tyler
encourages clients to communicate the level of urgency or priority of software support issues so that we
can respond appropriately. A software support incident can be escalated by any of the following
methods:
(1) Telephone – for immediate response, call toll-free to either escalate an incident’s priority or to
escalate an issue through management channels as described above.
(2) Email – clients can send an email to software support in order to escalate the priority of an issue
(3) On-line Support Incident Portal – clients can also escalate the priority of an issue by logging into
the client incident portal and referencing the appropriate incident tracking number.
Remote Support Tool
Some support calls require further analysis of the client’s database, process or setup to diagnose a
problem or to assist with a question. Tyler will, at its discretion, use an industry-standard remote
support tool. Support is able to quickly connect to the client’s desktop and view the site’s setup,
diagnose problems, or assist with screen navigation. More information about the remote support tool
Tyler uses is available upon request.
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2024-447294-N1L7Z2 CONFIDENTIAL Page 1
Sales Quotation For:
City of Moorpark
799 Moorpark Ave
Moorpark CA 93021-1155
Christopher Thompson
+1 (805) 517-6248
cthompson@moorparkca.gov
Quoted BY Brandon Swanson
Quote Expiration 7/9/24
Quote Name ExecuTime Upgrade
Services
Description Hours/Units Extended Price
Time & Attendance powered by ExecuTime
Professional Services 50 $ 7,250
Other Services
Project Management 1 $ 250
TOTAL:$ 7,500
ATTACHMENT 4
ExecuTime Upgrade
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2024-447294-N1L7Z2 CONFIDENTIAL Page 2
Summary One Time Fees Recurring Fees
Total Tyler Services $ 7,500
Summary Total $ 7,500 $ 0
Contract Total $ 7,500
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2024-447294-N1L7Z2 CONFIDENTIAL Page 3
Comments
Work will be delivered remotely unless otherwise noted in this agreement.
Expenses associated with onsite services are invoiced as incurred according to Tyler's standard business travel policy.
SaaS is considered a term of one year unless otherwise indicated.
Client agrees that items in this sales quotation are, upon Client's signature or approval of same, hereby added to the existing agreement ("Agreement") between the parties and
subject to its terms. Additionally, payment for said items, as applicable but subject to any listed assumptions herein, shall conform to the following terms, subject to payment terms in
an agreement, amendment, or similar document in which this sales quotation is included:
•License fees for Tyler and third-party software are invoiced upon the earlier of (i) delivery of the license key or (ii) when Tyler makes such software available accessible.
•Fees for hardware are invoiced upon delivery.
•Fees for year one of hardware maintenance are invoiced upon delivery of the hardware.
•Annual Maintenance and Support fees, SaaS fees, Hosting fees, and Subscription fees are first payable when Tyler makes the software accessible to the Client (for Maintenance) or on the
first day of the month following the date this quotation was signed (for SaaS, Hosting, and Subscription), and any such fees are prorated to align with the applicable term under the
agreement, with renewals invoiced annually thereafter in accord with the Agreement.
Fees for services included in this sales quotation shall be invoiced as indicated below.
•Implementation and other professional services fees shall be invoiced as delivered.
•Fixed-fee Business Process Consulting services shall be invoiced 50% upon delivery of the Best Practice Recommendations, by module, and 50% upon delivery of custom desktop
procedures, by module.
•Fixed-fee conversions are invoiced 50% upon initial delivery of the converted data, by conversion option, and 50% upon Client acceptance to load the converted data into
Live/Production environment, by conversion option. Where conversions are quoted as estimated, Tyler will invoice Client the actual services delivered on a time and materials basis.
•Except as otherwise provided, other fixed price services are invoiced upon complete delivery of the service. For the avoidance of doubt, where "Project Planning Services" are
provided, payment shall be invoiced upon delivery of the Implementation Planning document. Dedicated Project Management services, if any, will be invoiced monthly in arrears,
beginning on the first day of the month immediately following initiation of project planning.
•If Client has purchased any change management services, those services will be invoiced in accordance with the Agreement.
•Notwithstanding anything to the contrary stated above, the following payment terms shall apply to fees specifically for migrations: Tyler will invoice Client 50% of any Migration
Services Fees listed above upon Client approval of the product suite migration schedule. The remaining 50%, by line item, will be billed upon the go-live of the applicable product
suite. Tyler will invoice Client for any Project Management Fees listed above upon the go-live of the first product suite. Annual SaaS Fees will be invoiced upon availability of the
hosted environment.
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Any SaaS or hosted solutions added to an agreement containing Client-hosted Tyler solutions are subject to Tyler’s SaaS Services terms found here: https://www.tylertech.com/terms/tyler-saas-
services.
Unless otherwise indicated in the contract or amendment thereto, pricing for optional items will be held
For six (6) months from the Quote date or the Effective Date of the Contract, whichever is later.
Customer Approval:Date:
Print Name:P.O.#:
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