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HomeMy WebLinkAboutAGENDA REPORT 2018 0207 CCSA REG ITEM 10E ITEM 10.E. miry OF MOORPARK,CALIFORmt MOORPARK CITY COUNCIL City Councilliileeting, AGENDA REPORT '� "��0�8 AC110116: TO: Honorable City Council FROM: Ron Ahlers, Finance Director DATE: January 30, 2018 (City Council Meeting of February 7, 2018) SUBJECT: Consider Resolution Amending the Fiscal Year 2017-18 Budget to Purchase Additional Software and Services from Tyler Technologies for Financial and Permitting Software SUMMARY Staff is requesting the City Council to appropriate an additional $74,925 to Tyler Technologies for purchasing time-clock functionality (ExecuTime) ($24,925) and to purchase additional conversion services for permitting software (Energov) ($50,000). BACKGROUND On May 6, 2015, the City Council authorized the award of a contract for software licensing to Tyler Technologies. The City Council appropriated $350,000 to implement the software. The final language of the agreement was reached and the agreement became effective on September 23, 2015. The City Council awarded the contract to Tyler Technologies to purchase two software suites. The first suite is financial software, called "Tyler InCode X". The City went live in late 2016 on: General Ledger, Accounts Payable, Payroll and Employee Self Service (ESS). ESS allows the employees to access their payroll and demographic data using a web-based browser. The City uses ESS as an electronic time keeping system for full- time employees and certain part-time staff. This functionality is limited and does not record time-in or time-out. The City implemented the Budget module in February-March 2017. The City amended the original contract to include Project Accounting module to assist in the management of the developer deposits. Project Accounting went live in mid-2017 on a limited basis. Staff is adding new developer deposit projects as needed. Project Accounting will be fully implemented sometime in the future. The Accounts Receivable module went live in December 2017. The City began the implementation of the CAFR reporting module in September 2017 but did not complete due to year-end processing. The CAFR module is scheduled for completion during the coming summer months. 158 Honorable City Council February 7, 2018 Page 2 The second suite is permitting software, called "Energov". This software includes: Permitting and Land Management, License and Regulatory Management (Business Licenses & Code Enforcement), Customer Relationship Management and Reporting. Energov is scheduled to go live by the end of the current fiscal year. The original contract price was $295,434. The first amendment added $6,980 for Project Accounting. The second amendment is $750 for additional conversion of data. Amendment No. 3 will add an automated time clock software called "ExecuTime" for $24,925. Amendment No. 4 purchases additional conversion services for the Energov system in the amount of$50,000. The ExecuTime cost is broken down by software ($9,540), services for implementation ($6,400) and three biometric readers ($8,985). The total cost is $24,925. The three readers will be located at: City Hall, Public Works yard and Arroyo Vista Recreation Center (AVRC). The units will be located in a place where staff can have access on the weekends and weekday evenings. The units are a time-clock using biometric (fingerprint) technology to record time-in and time-out and allows for other options such as City employee identification cards, if determined to be necessary. The units will be programmed to interface with ExecuTime software which in turn will interface with the payroll module. Listed below is the detail of the additional Energov cost. Configuration 2,700 Data Conversion 28,125 Implementation/Training/On-Site 5,000 On-Line Portal Development 3,750 Reporting Development 10,425 Total $ 50,000 FISCAL IMPACT The money for this purchase will come from the General Fund reserves in the amount of $74,295. STAFF RECOMMENDATION (Roll Call Vote) 1. Authorize the City Manager to execute Amendment No. 3 and Amendment No. 4, subject to final language approval by the City Manager. 2. Adopt Resolution No. 2018- to appropriate $74,295 from the General Fund. 159 Honorable City Council February 7, 2018 Page 3 Attachments: Resolution No. 2018 - Amendment No. 3 Amendment No. 4 160 Attachment 1 RESOLUTION NO. 2018 - A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MOORPARK, CALIFORNIA, AMENDING THE FISCAL YEAR 2017/18 BUDGET TO APPROPRIATE $74,295 FROM THE GENERAL FUND (1000) FOR THE PURCHASE AND INSTALLATION OF TYLER TECHNOLOGIES SOFTWARE AND TO PROVIDE FOR CONTRACTUAL ACCOUNTING SERVICES WHEREAS, on June 21, 2017, the City Council adopted the Operating and Capital Improvement Budget for Fiscal Year 2017/18; and WHEREAS, a staff report has been presented to City Council discussing the purchase of ExecuTime software and additional consulting services from Tyler Technologies; and WHEREAS, a budget amendment line item transfer of $74,295 from the General Fund (1000) to the Finance department operating accounts is required to fund this purchase; and WHEREAS, Exhibit "A" hereof describes said budget amendment and its resultant impact to the budget line items. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK DOES HEREBY RESOLVE AS FOLLOWS: SECTION 1. A budget amendment from the General Fund (1000) and increase appropriations by $74,295, as more particularly described in Exhibit "A" attached hereto is hereby approved. SECTION 2. The City Clerk shall certify to the adoption of this resolution and shall cause a certified resolution to be filed in the book of original resolutions. PASSED AND ADOPTED this 7th day of February, 2018. Janice S. Parvin, Mayor ATTEST: Maureen Benson, City Clerk Attachment: Exhibit A—Budget Amendment 161 EXHIBIT A BUDGET AMENDMENT FOR GENERAL FUND (1000) TO PURCHASE EXECUTIME SOFTWARE AND CONSULTING SERVICES FROM TYLER TECHNOLOGIES FY 2017/18 FUND ALLOCATION FROM: FUND TITLE FUND ACCOUNT NUMBER AMOUNT General Fund 1000-33990 $ 74,295 Total $ 74,295 DISTRIBUTION OF APPROPRIATION TO EXPENSE ACCOUNTS: BUDGET NUMBER CURRENT BUDGET REVISION ADJUSTED BUDGET 1000-151-00000-51000 $ 113,700 $ 74,295 $ 187,995 Total $ 113,700 $ 74,295 $ 187,995 _Cg-L\_____, Finance approval: k 162 AMENDMENT NO. 3 TO AGREEMENT BETWEEN THE CITY OF MOORPARK AND TYLER TECHNOLOGIES This amendment No. 3 ("Amendment") is effective as of the date of signature of the last party to sign as indicated below ("Effective Date"), by and between Tyler Technologies, Inc. ("Tyler"), a Delaware corporation with offices at 5519 53rd Street, Lubbock, TX 79414, and the City of Moorpark, a California municipal corporation ("Client") with offices at 799 Moorpark Avenue, Moorpark, CA 93021. WHEREAS, Tyler and Client are parties to an agreement effective September 24, 2015 ("Agreement"), under which Client acquired licenses to the software describe therein ("Tyler Software") as well as related professional services, and maintenance and supports; and WHEREAS, Client desires to amend the Agreement to adjust the services acquired; NOW THEREFORE, in consideration of the foregoing and of the mutual covenants and promise set forth herein, Tyler and Client agree that the following professional services, and maintenance and support are added to the Agreement as described in Exhibit A. All terms and conditions of the Agreement not herein amended remain in full force and effect. IN WITHNESS WHEREOF, persons having been duly authorized and empower to enter into this amendment hereunto executed this Amendment effective as of the date last set forth below. Tyler Technologies, Inc. City of Moorpark Local Government Division By: By: Name: Name: Title: Title: Date: Date: • 163 Exhibit A ® Quoted By: Tami Bates ..•: • �: : tyler Quote Expiration: 5/26/2018 �• technologies Quote Name: City of Moorpark, CA-Time and Attendance Quote Number: 2017-40347 Quote Description: premise w clocks Sales Quotation For City of Moorpark 799 Moorpark Ave Moorpark, CA 93021-1155 Phone: +1 (805)529-6864 T ler Software and Related Services Description License Imp! Hours Impl Cost Data Conversion Module Total Maintenance ExecuTime ExecuTime Time&Attendance-Up to 100ee $7,000 40 $6,400 $0 $13,400 $1,400 ExecuTime Time&Attendance Mobile Access License $2,540 0 $0 $0 $2,540 $508 Sub-Total: $9,540 $6,400 $0 $15,940 $1,908 TOTAL: $9,540 40 $6,400 $0 $15,940 $1,908 Other Services Description Quantity Unit Price Extended Price Maintenance Incode Import Interface(using ExecuTime) 1 $0 $0 $0 Incode Export Interface(using ExecuTime) 1 $0 $0 $0 TOTAL: $0 $0 3rd Part Hardware,Software and Services Description Quantity Unit Price Unit Discount Total Price Maintenance Maintenence Total Maintenance Discount Touchscreen: Biometric and Prox Reader 3 $2,995 $0 $8,985 $0 $0 $0 TOTAL: $8,985 $0 Summary One Time Fees Recurring Fees Total Tyler Software $9,540 $1,908 Total Tyler Services $6,400 $0 Total Third Party Hardware, Software and Services $8,985 $0 Summary Total $24,925 $1,908 Contract Total $26,833 Unless otherwise indicated in the contract or Amendment thereto, pricing for optional items will be held 2017-40347-premise w clocks CONFIDENTIAL 1 of 3 I-1 a1 for Six(6)months from the Quote date or the Effective Date of the Contract,whichever is later Customer Approval: Date: Print Name. PO.#. 2017-40347-premise w clocks CONFIDENTIAL 2 of 3 01 01 AMENDMENT NO. 4 TO AGREEMENT BETWEEN THE CITY OF MOORPARK AND TYLER TECHNOLOGIES This amendment No. 4 ("Amendment") is effective as of the date of signature of the last party to sign as indicated below ("Effective Date"), by and between Tyler Technologies, Inc. ("Tyler"), a Delaware corporation with offices at 5519 53rd Street, Lubbock, TX 79414, and the City of Moorpark, a California municipal corporation ("Client") with offices at 799 Moorpark Avenue, Moorpark, CA 93021. WHEREAS, Tyler and Client are parties to an agreement effective September 24, 2015 ("Agreement"), under which Client acquired licenses to the software describe therein ("Tyler Software") as well as related professional services, and maintenance and supports; and WHEREAS, Client desires to amend the Agreement to adjust the services acquired; NOW THEREFORE, in consideration of the foregoing and of the mutual covenants and promise set forth herein, Tyler and Client agree that the following professional services are added to the Agreement as Exhibit B: Other Services Description Quantity Unit Price Extended Price ENERGOV Configuration 21 60 $ 125 $2,700 ENERGOV Data Conversion 225.00 $ 125 $28,125 ENERGOV Implementation/Training/On-Site 40.00 $ 125 $5,000 ENERGOV On-Line Portal Development 30 00 $ 125 $ 3,750 ENERGOV Reporting Development 83.40 $ 125 $ 10,425 Total $50,000 Summary One Time Fees Recurring Fees Total Tyler Services $ 50,000 $0 Total Third Party hardware, Software and Services $0 $0 Summary Total $50,000 $0 Contract Total $50,000 All terms and conditions of the Agreement not herein amended remain in full force and effect.. 166 IN WITHNESS WHEREOF, persons having been duly authorized and empower to enter into this amendment hereunto executed this Amendment effective as of the date last set forth below. Tyler Technologies, Inc. City of Moorpark Local Government Division By: By: Name: Name: Title: Title: Date: Date: Page 2 167 Ex418!r 3 Ron Ahlers From: Unger, Nicole <Nicole.Unger@tylertech.com> Sent: Wednesday, December 27, 2017 10:28 AM To: Brian Chong Cc: Atanas Beltchev; Ferriero, Ron; Ron Ahlers Subject: RE: Moorpark: Need to Calculate Total Remaining Costs See comments below in red. The hourly rate is$125. Nicole Unger Project Manager P: 888.355 1093 ext. 763270 www.tylertech.com From: Brian Chong [mailto:BChong@MoorparkCA.gov] Sent: Wednesday, December 20,2017 7:12 PM To: Unger, Nicole<Nicole.Unger@tylertech.com> Cc:Atanas Beltchev<abeltchev@MoorparkCA.gov>; Ferriero, Ron <Ronald.Ferriero@tylertech.com>; Ron Ahlers <ra hlers@ MoorparkCA.gov> Subject: Moorpark: Need to Calculate Total Remaining Costs Hi Nicole, Following up on our conference call yesterday, I need to provide Ron Ahlers with a total dollar amount that we need to have our City Council appropriate for the rest of the Energov implementation. I believe the components will be: • Ron Ferriero's time during configuration—I have some hours from the original budget carved out for this. Remaining Hours: 21.5 • Data conversion costs— Based on our last emails, I have removed inspections from Business Licensing. This brings the total for data conversion to approximately 285 hours or 206 hours depending on if you do a Full Conversion or a Limited Type Conversion (LTC)for MPK. The original budget for conversion was 60 hours, so the Remaining Hours equal 60 and the Additional Hours Needed above that will equal 225 or 146 depending on what you decide to do. • Actual implementation/training/on-site for launch—I have some hours from the original budget carved out for this. Remaining Hours:40 • Any additional costs for CSS over CAP (if we go that route; demo is being scheduled)— If we share some of the work(Tyler and Moorpark),then we are estimating 20-30 hours will be needed for CSS • Costs to develop reports(City will either bank hours, or budget for our staff training in Crystal)—We have not discussed any custom reports, at least not the details of what is wanted/needed. Without the specifications/details of what is needed, I cannot produce a quote for these. I remember you saying you wanted your staff to attend training so that they can own custom report development, but beyond that, I don't believe this has been discussed or a need for specific reports has been identified. Am I missing anything else? And what other info do we need to get an estimate of total budget needed? Our goal is to get funding once and not have to repeatedly go back to the City Council to amend the contract. Beyond those items, there would be other costs if you expand the scope further(i.e. Laserfiche). Also, if you are going to be taking credit card payments online,there are some costs there, but not from Tyler—from the credit card vendor. See emails on Laserfiche and credit card options. 168 1 I ultimately need to provide Ron with the number by the end of the calendar year. Thanks! Brian 2 169