Laguna Niguel City Council
September 15, 2026

To:

CITY OF LAGUNA NIGUEL

CITY COUNCIL AGENDA ITEM
FROM:

Honorable Mayor and Council Members
Trevor Agrelius, Finance Director
September 15, 2026 DATE:

SUBJECT: Approval of a Five-Year Agreement with Tyler Technologies, Inc. to Upgrade the City's Enterprise Resource Planning System

RECOMMENDATION
Staff recommends that the City Council:

1. Approve a five-year agreement with Tyler Technologies, Inc., in the not-to­ exceed amount of $649,920 for the procurement of an upgrade to the City's Enterprise Resource Planning system for financial management;

2. Approve a not-to-exceed 10% contingency of the total contract in the amount of $64,992 for additional support services, for a total not-to-exceed amount of $714,912; and,

3. _ Authorize the City Manager to execute the Agreement and future non­ discretionary payments for software subscription renewals, subject to the City Attorney making non-substantive changes.

BACKGROUND
The City currently utilizes Tyler Technologies' ERP Pro (formerly lncode) financial management system under an agreement originally executed in August 2017. The City's Enterprise Resource Planning (ERP) system supports key financial functions, including general ledger, accounts payable and receivable, purchasing, budgeting, cash management, capital assets, project accounting, and contract management. As technology and operational requirements have evolved, the need to modernize the City's ERP system has become increasingly important.

To meet this need, staff has identified opportunities to modernize the City's ERP system by upgrading from ERP Pro to Tyler Technologies' cloud-based Enterprise ERP platform. To support the evaluation process of this system upgrade, staff participated in live demonstrations of the Enterprise ERP platform and further assessed its capabilities through additional research channels. Based on that process, staff observed that the Page2
proposed Enterprise ERP platform has the capability to incorporate additional processes directly into the financial management system, creating a more unified solution, streamlining workflows, and reducing reliance on other third-party software applications.

The proposed agreement will terminate the City's_ existing Tyler Technologies' ERP Pro agreement upon commencement of the new term and migrate the City's financial processes to Tyler's cloud-hosted Enterprise ERP platform.

ANALYSIS
The proposed Enterprise ERP solution includes a comprehensive suite of financial management, revenue management, and enterprise service modules delivered through Tyler Technologies' cloud-based Software as a Service (SaaS) platform. The financial management components include modules dedicated to accounting, accounts payable, budgeting, capital asset management, financial reporting, cash management, contract management, project and grant accounting, and purchasing functions. Revenue management capabilities include accounts receivable and general billing services.

This ERP system upgrade is exempt from competitive bidding as a proprietary acquisition because Tyler Technologies is the owner and sole provider of the City's existing ERP software and associated implementation and migration services. The City also utilizes Tyler Technologies' EnerGov land management system, creating additional opportunities for future integration between multiple City software platforms. This agreement provides for the migration of the City's current Tyler ERP Pro system to Tyler's cloud-based Enterprise ERP platform, including proprietary software, data conversion utilities, implementation services, maintenance, support, and future software updates that are not available from other vendors.

The Enterprise ERP platform will provide several operational and technological benefits to the City. The platform will improve financial reporting and data analysis through integrated analytics, dashboards, and customizable reporting tools, while also streamlining purchasing, accounts payable, budgeting, project and grant accounting, contract management, and other core financial processes.

The software has the capability to consolidate certain functions currently performed through separate third-party applications, including electronic invoice approvals and contract monitoring, into a single integrated ERP solution. This agreement also provides service-level commitments, annual security audits, business continuity protections, disaster recqvery services, and ongoing software updates throughout the term of the agreement.

The City's current annual subscription cost for ERP Pro is approximately $66,385.

Although the proposed Enterprise ERP annual subscription cost of $93,484 represents an increase over the City's current ERP software expenditures, staff successfully negotiated a fixed fee with no annual subscription escalations through the initial five­ year contract term. By contrast, the City's existing ERP Pro platform is renewed annually and does not have pricing protections. The subscription fees for ERP Pro have Page3
increased by more than 6% annually over the past three years. Additionally, the City currently spends approximately $37,872 annually on third-party software for invoice approvals and contract monitoring. The proposed Enterprise ERP platform has the capability to incorporate these functions into a single integrated system, potentially streamlining the accounts payable process even further. Collectively, the negotiated pricing structure, expanded functionality, and consolidation of third-party systems provide greater long-term value, increase efficiency, and position the City to reduce overall software costs by replacing multiple standalone applications within a single integrated platform.

This agreement supports Strategic Plan Goal No. 2, Fiscal Sustainability, by leveraging technology to streamline business processes and improve financial oversight.

ALTERNATIVES CONSIDERED
The City Council may decide not to approve the Agreement with Tyler Technologies, Inc.; however, this is not recommended as that would limit opportunities for operational efficiencies and require continued reliance on legacy ERP software that has fewer capabilities than the proposed cloud-based platform, and may result in additional investments into outside applications.

FISCAL REVIEW
This upgrade will result in an increase of $27,099 in Fiscal Year 2026-2027. However, the City will be in a position to reduce third party subscription software of $37,872, while streamlining the approval and reporting processes for accounts payable:
lncode**
FY 26-27* $ 66,385
FY 27-28 70,700
FY 28-29 75,296
FY 29-30 80,190
FY 30-31 85,402
$ 377,972
• 8rifl~Yt®;s~~iirl
Third Party software** Enterprise ERP Net savings
$ 37,872 $ 93,484 $ {27,099)
$
39,008 93,484 16,224
40,178 93,484 21,990
41,384
42,625
201,068 $
93,484
93,484
28,089
34,543
467,420 $ 73, 748
*FY 26-27 includes the third-party costs as the full buildout for Enterprise ERP will take approximately 12 months
** FY 27-28 through FY 30-31 costs estimated based on historical trends. Prices are not fixed.

Adequate funding is available in the Fiscal Years 2025-2027 Operating budget for the first year of the agreement. Additional funding for years two through five, and any future non-discretionary payments for software subscription renewals, will be requested in future operating budget cycles.

Page4

LEGAL REVIEW
The City Attorney's Office has approved the Agreement , and this staff report as to form.

CONCLUSION
Staff recommends that the City Council:

1. Approve a five-year agreement with Tyler Technologies, Inc., in the not-to­ exceed amount of $649,920 for the procurement of an upgrade to the City's Enterprise Resource Planning system for financial management;

2. Approve a not-to-exceed 10% contingency of the total contract in the amount of $64,992 for additional support services, for a total not-to-exceed amount of $714,912; and,

3. Authorize the City Manager to execute the Agreement and future non­ discretionary payments for software subscription renewals, subject to the City Attorney making non-substantive changes.

City Manager
Scott C. Smith
City Attorney
Attachment:
/i~~
Trevor Agrelius
Finance Director
A. Software As A Service Agreement with Tyler Technologies , Inc.

ATTACHMENT A
Software As A Service Agreement with Tyler
Technologies, Inc.
•• ••• •• ••• • •

SOFTWARE AS A SERVICE AGREEMENT
This Software as a Service Agreement is made between Tyler Technologies, Inc. and Client.

WHEREAS, Client selected Tyler to provide certain products and services set forth in the Investment Summary, including providing Client with access to Tyler's proprietary software products, and Tyler desires to provide such products and services under the terms of this Agreement; WHEREAS, Tyler and Client are parties to an agreement dated August 11, 2017, for the Tyler software known as ERP Pro (formerly lncode) ("Prior Agreement"), which is hereby terminated upon the Commencement Date of the initial term of this Agreement as defined in Section E(l); NOW THEREFORE, in consideration of the foregoing and of the mutual covenants and promises set forth in this Agreement, Tyler and Client agree as follows:

SECTION A- DEFINITIONS
• "Agreement" means this Software as a Service Agreement. • "Business Travel Policy" means our business travel policy. Our current Business Travel Policy is available here: https ://www .tylertech.com/porta ls/0/terms/Tyler-Business-Trave I-Policy. pdf . • "Client" means the party indicated on the signature block or, in the absence of a signature block, the Investment Summary.
• "Data" means your data necessary to use the Tyler Software. • "Data Storage Capacity" means the contracted amount of storage capacity for your Data, if any, identified in the Investment Summary .
• "Defect" means a failure of the Tyler Software to substantially conform to the functional descriptions set forth in our written proposal to you (or the Documentation in the absence of a written proposal), or their functional equivalent. Future functionality may be updated, modified, or otherwise enhanced through our maintenance and support services, and the governing functional descriptions for such future functionality will be set forth in our then­ current Documentation.
• "Defined Users" means the number of users, if any, that are identified in the Investment Summary. If Exhibit A contains Enterprise Permitting & Licensing labeled software, defined users mean the maximum number of named users that are authorized to use the Enterprise Permitting & Licensing labeled modules as indicated in the Investment Summary. • "Developer" means a third party who owns the intellectual property rights to a Third-Party Product.
• "Documentation" means any on line or written documentation related to the use or functionality of the Tyler Software that we provide or otherwise make available to you, including instructions, user guides, manuals and other training or self-help documentation. • "Effective Date" means ----
• "Force Majeure" means an event beyond the reasonable control of you or us, including, without limitation, governmental action, war, riot or civil commotion, fire, natural disaster, or any other • ·•:::-. tyler • 1
cause that could not with reasonable diligence be foreseen or prevented by you or us. • "Investment Summary" means the agreed upon cost proposal for the products and services attached as Exhibit A.
• "Order Form" means an ordering document that includes a quote or investment summary and specifies the items to be provided by Tyler to Client, including any addenda and supplements thereto.
• "Professional Services" means those services provided by Tyler or a third party related to the scope of this Agreement and identified in the Investment Summary. • "Saas Fees" means the fees for the Saas Services identified in the Investment Summary. • "Saas Services" means software as a service consisting of system administration, system management, and system monitoring activities that Tyler performs for the Tyler Software and includes the right to access and use the Tyler Software, receive maintenance and support on the Tyler Software, including Downtime resolution under the terms of the SLA, and Data storage and archiving. Saas Services do not include support of an operating system or hardware, support outside of our normal business hours, or training, consulting, or other professional services. • "SLA" means the service level agreement. A copy of our current SLA is attached hereto as Exhibit C.
• "Statement of Work" means the industry standard implementation plan describing how our professional services will be provided to implement the Tyler Software and outlining your and our roles and responsibilities in connection with that implementation. The Statement of Work is attached as Exhibit E.
• "Support Call Process" means the support call process applicable to all our customers who have a right to use the Tyler Software. Our current Support Call Process is available here:
https ://www.tylertech.com/portals/0/terms/Tyler -Support -Call-Process.pdf. • "Third-Party Hardware" means the third-party hardware, if any, identified in the Investment Summary.
• "Third-Party Products" means the Third-Party Software and Third-Party Hardware. • "Third-Party Saas Services" means software as a service provided by a third party, if any, identified in the Investment Summary.
• "Third-Party Services" means the third-party services, if any, identified in the Investment Summary.
• "Third-Party Software" means the third-party software, if any, identified in the Investment Summary or included with the Tyler Software.
• "Third-Party Terms" means the end user license agreement{s) or other terms, if any, for the Third-Party Products or other parties' products or services, as applicable, and attached or indicated at Exhibit D.
• "Tyler" means Tyler Technologies, Inc., a Delaware corporation . • "Tyler Software" means our proprietary software, including any integrations, custom modifications, and/or other related interfaces identified in the Investment Summary and licensed by us to you through this Agreement.
• "we," "us," "our" and similar terms mean Tyler.
• "you" and similar terms mean Client.
• ·•:::-. tyler •
2 SECTION B - SAAS SERVICES

1. Rights Granted. We grant to you the non-exclusive, non-assignable limited right to use the Saas Services solely for your governmental purposes, subject to any limits for Defined Users or Data Storage Capacity. You may add additional users or additional data storage capacity on the terms set forth in this Agreement. In the event you regularly and/or meaningfully exceed the Defined Users or Data Storage Capacity, we reserve the right to charge you additional fees commensurate with the overage(s). You acknowledge that we have no obligation to ship copies of the Tyler Software as part of the Saas Services. Your right to use the Saas Services applies to releases provided as part of our Maintenance and Support Services as further detailed in this Agreement.

2. Ownership.

2.1. We retain all ownership and intellectual property rights to the Saas Services, the Tyler Software, and anything developed by us under this Agreement. You do not acquire under this Agreement any license to use the Tyler Software in excess of the scope and/or duration of the Saas Services.

2.2. The Documentation is licensed to you and may be used and copied by your employees for internal, non-commercial reference purposes only .

3. Data.

3.1. You retain all ownership and intellectual property rights to the Data. You expressly recognize that except to the extent necessary to fulfill our obligations contained in this Agreement, we do not create or endorse any Data used in connection with the Saas Services.

3.2. You expressly grant to us a limited, non-exclusive license to access, copy, transmit, download, display, and reproduce your Data to provide services pursuant to this Agreement. Additionally, you agree that Tyler may use deidentified Data for Client or third-party demonstrative or training purposes.

3.3. Our access to and use of your Data necessary to use the Tyler Software or Saas Services will comply with applicable provisions of our Privacy Statement (available at https://www.tylertech.com/privacy ) and applicable law.

3.4. Data Breach Notification. Tyler will provide notice of a breach of Client Data in accordance with applicable state and federal data breach notification laws.

4. Restrictions.

4.1. You may not:

4.1.1. make the Tyler Software or Documentation resulting from the Saas Services available in any manner to any third party for use in the third party's business operations;

4.1.2. modify, make derivative works of, disassemble, reverse compile, or reverse engineer any part of the Saas Services;

4.1.3. access or use the Saas Services to build or support, and/or assist a third party in building or supporting, products or services competitive to us; or

4.1.4. license, sell, rent, lease, transfer, assign, distribute, display, host, outsource, disclose, permit timesharing or service bureau use, or otherwise commercially exploit or make the Saas Services, Tyler Software, or Documentation available to any third party other than as expressly permitted by this Agreement.

4.1.5. Notwithstanding anything to the contrary in this Section 4.1, you may disclose, with our written consent, not to be unreasonably withheld, the Tyler Software, Saas Services, or • ·•:::-. tyler •
3 Documentation to a third party you consult with regarding the implementation or use of the Tyler Software and Saas Services. You must ensure that any such third-party's use is subject to the terms of this Agreement, and you acknowledge and agree that you are liable for any breach of the terms of this Agreement by such third party.

5. Software Warranty. We warrant that the Tyler Software will perform without Defects during the term of this Agreement. If the Tyler Software does not perform as warranted, we will use all reasonable efforts, consistent with industry standards, to cure the Defect in accordance with our then-current Support Call Process.

6. Saas Services.

6.1.Audit & Compliance. Our Saas Services are audited at least yearly in accordance with the AICPA's Statement on Standards for Attestation Engagements ("SSAE") No. 21. We have attained, and will maintain, SOC 1 and SOC 2 compliance, or their equivalent, for so long as you are timely paying for Saas Services. The foregoing notwithstanding, you acknowledge that the scope of audit coverage varies depending on the specific Tyler Software solution. We will provide you with a summary of our current compliance report(s) or its equivalent, upon your request. For the avoidance of doubt, if our Saas Services are provided using a third-party data center, the compliance report may be for that third-party provider and be subject to confidential treatment in accordance with applicable law. If you want us to provide our compliance reports to a third-party auditor or similar entity, we reserve the right to require execution of an NOA by that third party.

6.2. Service Levels. The Tyler Software will be made available to you according to the terms of the SLA. Tyler Saas Services will be provided via a third-party data center. Your Data will be inaccessible to our other customers.

6.3. Business Continuity. Data centers used to deliver Saas Services for this Agreement have redundant telecommunications access, electrical power, and the required hardware to provide access to the Saas Services in the event of a disaster or component failure. We test our disaster recovery plan on an annual basis. The plan is not client specific and is detailed in Tyler's System & Organization Control reports or their equivalent. In the event of a data center failure, we reserve the right to employ our disaster recovery plan for resumption of the Saas Services. In that event, we commit to a Recovery Point Objective ("RPO") of 24 hours and a Recovery Time Objective ("RTO") of 24 hours. RPO represents the maximum duration of time between the most recent recoverable copy of your hosted Data and subsequent data center failure. RTO represents the maximum duration of time following data center failure within which your access to the Tyler Software must be restored. If we employ our disaster recovery plan, we will be responsible for restoring your Data and ensuring that the Saas Services are online, and you will be responsible for validating your Data and confirming the functioning of the Saas Services, including any integrations.

6.4.Security Measures. We provide secure Data transmission paths between your devices and the data center used to provide Saas Services to you. Data centers used to provide Saas Services are accessible only by authorized personnel with a unique key entry or comparable security.

We conduct annual penetration testing of either the production network and/or web application to be performed. We will maintain industry standard intrusion detection and prevention systems to monitor malicious activity in the network and to log and block any such activity. You may not attempt to bypass or subvert security restrictions in the Saas Services or environments related to the Tyler Software. Unauthorized attempts to access files, passwords, . ·•:::-. tyler •
4 or other confidential information, and vulnerability and penetration test scanning of our network and systems (hosted or otherwise) are prohibited. Where applicable with respect to our applications that take or process card payment data, we comply with applicable requirements of PCI DSS. We agree to supply the then-current status of our PCI DSS compliance program in the form of an official Attestation of Compliance, which can be found at https://www .tylertech.com/about-us/compliance and, in the event of any change in our status , we will comply with applicable notice requirements .

6.5. Password Security . You are responsible for :

6.5.1. keeping your and your representatives ' passwords secure and confidential;

6.5.2. any account activity or access that occurs pursuant to you and your representatives' passwords, its account or ldPs; and

6.5.3. notifying us of any unauthorized access to your account.

SECTION C - PROFESSIONAL SERVICES

1. Professional Services. We will provide you the various implementation-related services itemized in the Investment Summary and if applicable , described in the Statement of Work .

2. Professional Services Fees. You agree to pay us the services fees in the amounts set forth in the Investment Summary. You acknowledge that the fees stated in the Investment Summary , unless expressly stated otherwise, are good-faith estimates of the amount of time and materials required for your implementation. We will bill you the actual fees incurred based on the in-scope services provided to you. Any discrepancies in the total values set forth in the Investment Summary will be resolved by multiplying the applicable rate by the quoted units .

3. Additional Services. The Investment Summary contains , and the Statement of Work describes, the scope of services and related costs (including programming and/or interface estimates) required for the project based on our understanding of the specifications you supplied . If additional work is requ ired, or if you use or request additional services, we will provide you with an addendum or change order , as applicable, outlining the costs for the additional work . The price quotes in the addendum or change order will be valid for thirty (30) days from the date of the quote .

4. Cancellation. If you cancel services less than four (4) weeks in advance (other than for Force Majeure or breach by us), you will be liable for all (i) daily fees associated with cancelled professional services if we are unable to reassign our personnel and (ii) any non-refundable travel expenses already incurred by us on your behalf . We will make all reasonable efforts to reassign personnel in the event you cancel within four (4) weeks of scheduled commitments.

5. Services Warranty. We will perform services in a professional , workmanlike manner, consistent with industry standards. In the event we provide services that do not conform to this warranty, we will re-perform such services at no additional cost to you.

6. Site Access and Requirements . At no cost to us, you agree to provide us with reasonable access to your personnel, facilities, and equipment as may be reasonably necessary for us to provide implementation services, subject to any reasonable security protocols or other written policies provided to us as of the Effective Date, and thereafter as mutually agreed to by you and us . • ·•:::-. tyler .
5 7. Background Checks. All of our employees undergo criminal background checks prior to hire . All employees sign our confidentiality agreement and security policies.

8. Client Assistance. You acknowledge that the implementation of the Tyler Software is a cooperative process requiring the time and resources of your personnel. You certify that you will use reasonable efforts to cooperate with us and make your resources available for the performance of the Agreement in accordance with its terms and the mutually agreed project schedule. Additionally, you agree to use all reasonable efforts to cooperate with and assist us as may be reasonably required -to support the efficient execution of the activities required for this Agreement .

Accordingly, you will provide notice of any known inability to timely meet a project commitment so that appropriate project adjustments can be made. We will not be liable for failure to meet any project deadlines or milestones when such failure is due to Force Majeure or to the failure by you to comply with the requirements of this paragraph.

9. Maintenance and Support Services.

9.1. For the duration of this Agreement, consistent with the terms set forth in our then-current Support Call Process, we will:

9.1.1. perform our maintenance and support obligations in a professional and workmanlike manner, consistent with industry standards, to provide support and resolve Defects in the Tyler Software (subject to any applicable release life cycle policy);

9.1.2. provide telephone support during our established support hours as indicated in our then-current Support Call Process;

9.1.3. maintain personnel that are sufficiently trained to be familiar with the Tyler Software and Third-Party Software, if any, in order to provide maintenance and support services;

9.1.4. provide releases to the Tyler Software (including updates and enhancements) that we make generally available without additional charge to customers with a current Saas Agreement.

9.2. Your use of Tyler Software or Saas Services requires that you remain current with supported releases of Tyler Software as indicated in any applicable release lifecycle policy. Our warranty and support commitments are contingent upon you using a supported version of the Tyler Software . Tyler may require you to update to a current version of the Tyler Software to address a critical issue (for example, to address an identified security vulnerability in the Tyler Software or a third-party component). Tyler will use commercially reasonable efforts to (i) minimize the number of such instances and (ii) provide as much advance notice as possible.

9.3. We will use all reasonable efforts to perform support services remotely. We reserve the right to use secure third-party connectivity tools to deliver maintenance and support services. We also reserve the right to collect Tyler Software or Saas Services telemetry for product evaluation, quality assurance, and security monitoring and enhancement purposes. You agree to reasonably cooperate with us in providing access to your environments and Data for the purposes of providing maintenance and support services and acknowledge that our warranty, support, and service level obligations under this Agreement are contingent upon receiving reasonable access to your Data and systems.

9.4. For the avoidance of doubt, Saas Fees do not include the following services: (a) onsite support; (b) application design; (c) other consulting services; or (d) telephone support outside our normal business hours as listed in our then-current Support Call Process. 6 SECTION D - THIRD-PARTY PRODUCTS

1. Third-Party Hardware. We will sell and deliver any Third-Party Hardware set forth in the Investment Summary for the price indicated therein. Unless otherwise indicated, installation of Third-Party Hardware will be performed by Tyler or identified third party installers.

2. Third-Party Software. Your rights under this Agreement may include rights to certain Third-Party Software. We certify that we have acquired the right to provide the Third-Party Software to you.

Your rights to the Third-Party Software will be governed by the Third-Party Terms and, in the absence of such terms, this Agreement.

3. Third Party Products Warranties.

3.1 We are authorized by each Developer or its authorized reseller to sell or grant access, as applicable, to the Third-Party Products.

3.2 Unless otherwise expressly indicated, Third-Party Hardware will be new and unused. You will receive free and clear title to the Third-Party Hardware you purchase upon your payment in full of the purchase price.

3.3 You acknowledge that we are not the manufacturer of Third-Party Products. We do not warrant or guarantee the performance of the Third-Party Products. However, we grant and pass through to you any warranty that we may receive from the Developer or supplier of the Third­ Party Products.

4. Third-Party Services. If you have purchased Third-Party Services, those services will be provided independently of Tyler by such third party at the rates set forth in the Investment Summary and in accordance with Exhibit B.

SECTION E -TERM AND TERMINATION

1. Term. The initial term of this Agreement is equal to the number of years indicated for Saas Services in Exhibit A or one (1) year if no duration is indicated. The initial term commences on the first day of the first month following the Effective Date. Upon expiration of the initial term, this Agreement will renew automatically for additional one (1) year renewal terms at our then-current Saas Fees unless terminated in writing by either party at least sixty (60) days prior to the end of the then-current renewal term. Your right to access or use the Tyler Software and the Saas Services will terminate at the end of this Agreement.

2. Termination. This Agreement may be terminated as set forth below. In the event of termination, you will pay us for all undisputed fees and expenses related to the software, products, and/or services you have received, or we have incurred or delivered, prior to the effective date of termination . Disputed fees and expenses in all terminations other than your termination for cause must have been submitted as invoice disputes in accordance with Section G(2).

2.1. Failure to Pay Fees. You acknowledge that continued access to the Saas Services is contingent upon your timely payment of fees. We may terminate this Agreement if you do not cure a failure to pay within sixty (60) days of our notice to you that you have overdue payments . • ·•:::-. tyler •
7 2.2. For Cause. If you believe we have materially breached this Agreement, you will invoke the Dispute Resolution clause set forth in Section G(2). You may terminate this Agreement for cause after following the procedures set forth in Section G(2).

2.3. Force Majeure. Either party has the right to terminate this Agreement if a Force Majeure event suspends performance of the Saas Services for a period of forty-five (45) days or more.

2.4. Lack of Appropriations. If you should not appropriate or otherwise make available funds sufficient to utilize the Saas Services, you may unilaterally terminate this Agreement upon thirty (30) days written notice to us. You will not be entitled to a refund or offset of previously paid, but unused Saas Fees. You agree not to use termination for lack of appropriations as a substitute for termination for convenience.

SECTION F - INDEMNIFICATION, LIMITATION OF LIABILITY AND INSURANCE

1. Intellectual Property Infringement Indemnification.

1.1. We will defend you against any third-party claim(s) that the Tyler Software or Documentation infringes that third-party's patent, copyright, or trademark, or misappropriates its trade secrets, and will pay the amount of any resulting adverse final judgment (or settlement to which we consent). You must notify us promptly in writing of the claim and give us sole control over its defense or settlement . You agree to provide us with reasonable assistance, cooperation, and information in defending the claim at our expense.

1.2. Our obligations under this Section F(l) will not apply to the extent the claim or adverse final judgment is based on your use of the Tyler Software in contradiction of this Agreement, including with non-licensed third parties.

1.3. If an infringement or misappropriation claim is fully litigated and your use of the Tyler Software is enjoined by a court of competent jurisdiction, in addition to paying any adverse final judgment (or settlement to which we consent), we will, at our option , either :

1.3.1. procure the right to continue its use;

1.3.2. modify it to make it non-infringing; or

1.3.3. replace it with a functional equivalent.

We may elect to employ these remedies in advance of litigation if we receive information concerning an infringement or misappropriation claim .

1.4. This section provides your exclusive remedy for third-party copyright, patent, or trademark infringement and trade secret misappropriation claims.

2. General Indemnification.

2.1. We will indemnify and hold harmless you and your agents, officials, and employees from and against any and all third-party claims, losses, liabilities, damages, costs, and expenses (including reasonable attorney's fees and costs) for (i) personal injury, death, or damage to tangible property, all to the extent caused by our negligence or willful misconduct; or (ii) our violation of law applicable to our performance under this Agreement. You must notify us promptly in writing of the claim and give us sole control over its defense or settlement . You agree to provide us with reasonable assistance, cooperation, and information in defending the claim at our expense.

2.2. To the extent permitted by applicable law, you will indemnify and hold harmless us and our agents, officials, and employees from and against any and all third-party claims, losses, liabilities, damages, costs, and expenses (including reasonable attorney's fees and costs) for (i) personal injury, death, or damage to tangible property, all to the extent caused by your • ·•:}. tyler •
8 negligence or willful misconduct; or (ii} your violation of a law applicable to your performance under this Agreement. We will notify you promptly in writing of the claim and will give you sole control over its defense or settlement . We agree to provide you with reasonable assistance, cooperation, and information in defending the claim at your expense.

3. DISCLAIMER. EXCEPT FOR THE EXPRESS WARRANTIES PROVIDED IN THIS AGREEMENT AND TO

THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, WE HEREBY DISCLAIM ALL OTHER

WARRANTIES AND CONDITIONS, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING, BUT

NOT LIMITED TO, ANY IMPLIED WARRANTIES, DUTIES, OR CONDITIONS OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. CLIENT UNDERSTANDS AND AGREES THAT TYLER DISCLAIMS ANY LIABILITY FOR ERRORS THAT RELATE TO USER ERROR.

4. LIMITATION OF LIABILITY. NOTWITHSTANDING ANYTHING TO THE CONTRARY SET FORTH IN THIS

AGREEMENT, OUR LIABILITY FOR DAMAGES ARISING OUT OF THIS AGREEMENT, WHETHER BASED

ON A THEORY OF CONTRACT OR TORT, INCLUDING NEGLIGENCE AND STRICT LIABILITY, SHALL BE LIMITED TO YOUR ACTUAL DIRECT DAMAGES, NOT TO EXCEED (i) DURING THE INITIAL TERM, AS SET FORTH IN SECTION E(l), TOTAL FEES PAID AS OF THE TIME OF THE CLAIM; OR (ii) DURING ANY RENEWAL TERM, THE THEN-CURRENT ANNUAL SAAS FEES PAYABLE IN THAT RENEWAL TERM. THE

PARTIES ACKNOWLEDGE AND AGREE THAT THE PRICES SET FORTH IN THIS AGREEMENT ARE SET

IN RELIANCE UPON THIS LIMITATION OF LIABILITY AND TO THE MAXIMUM EXTENT ALLOWED

UNDER APPLICABLE LAW, THE EXCLUSION OF CERTAIN DAMAGES, AND EACH SHALL APPLY REGARDLESS OF THE FAILURE OF AN ESSENTIAL PURPOSE OF ANY REMEDY. THE FOREGOING LIMITATION OF LIABILITY SHALL NOT APPLY TO CLAIMS THAT ARE SUBJECT TO SECTIONS F(l) AND F(2).

5. EXCLUSION OF CERTAIN DAMAGES. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW,

IN NO EVENT SHALL WE BE LIABLE FOR ANY SPECIAL, INCIDENTAL, PUNITIVE, INDIRECT, OR

CONSEQUENTIAL DAMAGES WHATSOEVER, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

6. Insurance. During the course of performing services under this Agreement, we agree to maintain the following levels of insurance: (i} Commercial General Liability of at least $1,000,000 per occurrence and $2,000,000 aggregate; (ii} Automobile Liability of $1,000,000 combined single limit; (iii} Professional Liability (inclusive of cyber protection} of $1,000,000 per claim and in the aggregate; (iv} Workers Compensation complying with applicable statutory requirements; and (v} Excess/Umbrella Liability of $5,000,000. We will add you as an additional insured to our Commercial General Liability and Automobile Liability policies, which will automatically add you as an additional insured to our Excess/Umbrella Liability policy as well. We will provide you with copies of certificates of insurance upon your written request.

SECTION G - GENERAL TERMS AND CONDITIONS

1. Additional Products and Services. You may purchase additional products and services at the rates set forth in the Investment Summary for twelve (12} months from the Effective Date by executing a mutually agreed addendum. If no rate is provided in the Investment Summary, or those twelve (12} months have expired, you may purchase additional products and services at our then-current pricing, also by executing a mutually agreed addendum. The terms of this Agreement will control . ·•:}. tyler •
9 any such additional purchase(s), unless otherwise specifically provided in the addendum.

2. Performance Issues and Dispute Resolution.

2.1. Notice. You agree to provide us with written notice within thirty (30) days of receipt of an invoice (for invoice disputes) or, in the case of performance, becoming aware of an issue related to our performance under this Agreement.

2.2. Invoice Issues.

2.2.1. If the issue relates to an invoice, your notice must include the following: (i) the issue(s) with the invoice; (ii) the specific fee(s) at issue; and (iii) the corrective action(s) you are requesting of Tyler.

2.2.2. We will provide a response to your notice that (i) supports the validity of the invoice as issued by us; (ii) adjusts the invoice; or (iii) describes our plan to address the issues identified in your notice.

2.2.3. You agree to pay all undisputed fees by the due date. You acknowledge that you forfeit your right to dispute any fees under this Agreement when you fail to pay undisputed fees within sixty (60) days of our notice that the fees are overdue.

2.2.4. In addition to any other remedies available to us under this Agreement or law for non­ payment, we reserve the right to recover from you our reasonable costs of collection associated with your failure to timely pay amounts due under this Agreement.

2.2.5. WE RESERVE THE RIGHT TO SUSPEND PERFORMANCE OF ANY SERVICE, INCLUDING ACCESS TO SAAS SERVICES, FOR FAILURE TO TIMELY PAY UNDISPUTED FEES FIFTEEN (15) DAYS FOLLOWING OUR NOTICE OF INTENT TO DO SO.

2.3. Dispute Resolution. You agree to cooperate with us in trying to reasonably resolve all disputes, including, if requested by either party, appointing a senior representative to meet and engage in good faith negotiations with our appointed senior representative. Senior representatives will convene within thirty (30) days of the written dispute notice, unless otherwise agreed. All meetings and discussions between senior representatives will be deemed confidential settlement discussions not subject to disclosure under Federal Rule of Evidence 408 or any similar applicable state rule. If we fail to resolve the dispute, then the parties shall participate in mediation in an effort to resolve the dispute. If the dispute remains unresolved after mediation, then either of us may assert our respective rights and remedies in a court of competent jurisdiction. Nothing in this section shall prevent you or us from seeking necessary injunctive relief during the dispute resolution procedures.

3. Taxes. The fees in the Investment Summary do not include any taxes, including, without limitation, sales, use, or excise tax. If you are a tax-exempt entity, you agree to provide us with a tax-exempt certificate. Otherwise, we will pay all applicable taxes to the proper authorities, and you will reimburse us for such taxes. If you have a valid direct-pay permit, you agree to provide us with a copy. For clarity, we are responsible for paying our income taxes, both federal and state, as applicable, arising from our performance of this Agreement.

4. Nondiscrimination. We will not discriminate against any employee or applicant in our employment practices or the performance of our duties, responsibilities, and obligations under this Agreement because of race, color, religion, gender, age, disability, religious beliefs, national, or ethnic origin.

We will post, where appropriate, all notices related to nondiscrimination as may be required by applicable law.
• ·•:::-. tyler • 10

5. E-Verify. We use the U.S. Department of Homeland Security's E-Verify system to confirm the eligibility of all current employees and persons hired during the contract term to perform services within the United States under this Agreement.

6. Subcontractors. We will not subcontract any Professional Services specifically for this Agreement without your prior written consent, not to be unreasonably withheld.

7. Binding Effect; No Assignment. This Agreement shall be binding on, and shall be for the benefit of, either your or our successor(s) or permitted assign(s). Neither party may assign this Agreement without the prior written consent of the other party; provided, however, your consent is not required for an assignment by us as a result of a corporate reorganization, merger, acquisition, or purchase of substantially all of our assets. The foregoing notwithstanding, we will notify you in writing of any such assignment as soon as we are allowed under applicable law.

8. Force Majeure. Except for your payment obligations, neither party will be liable for delays in performing its obligations under this Agreement to the extent that the delay is caused by Force Majeure; provided, however, that within ten (10) business days of the Force Majeure event, the party whose performance is delayed provides the other party with written notice explaining the cause and extent thereof, as well as a request for a reasonable time extension equal to the estimated duration of the Force Majeure event.

9. No Intended Third-Party Beneficiaries. This Agreement is entered into solely for the benefit of you and us. No third party will be deemed a beneficiary of this Agreement, and no third party will have the right to make any claim or assert any right under this Agreement. This provision does not affect the rights of third parties under any Third-Party Terms.

10. Entire Agreement; Amendment. This Agreement represents the entire agreement between you and us with respect to the subject matter hereof, and supersedes any prior agreements, understandings, and representations, whether written, oral, expressed, or implied . Purchase orders submitted by you, if any, are for your internal administrative purposes only, and the terms and conditions contained in those purchase orders will have no force or effect. This Agreement may only be modified in writing, signed by an authorized representative of the party against whom enforcement is sought.

11. Severability. If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this Agreement will be considered valid and enforceable to the fullest extent permitted by law.

12. No Waiver. In the event that the terms and conditions of this Agreement are not strictly enforced by either party, such non-enforcement will not act as or be deemed to act as a waiver or modification of this Agreement, nor will such non-enforcement prevent such party from enforcing each and every term of this Agreement thereafter.

13. Independent Contractor. We are an independent contractor for all purposes under this Agreement.

14. Notices. All notices or communications required or permitted as a part of this Agreement, such as notice of an alleged material breach for a termination for cause or a dispute that must be submitted • ·•:::-. tyler •
11 to dispute resolution, must be in writing and will be deemed delivered upon the earlier of the following: {i) actual receipt by the receiving party; or {ii) five {S) days following deposit with registered or certified mail with proper postage affixed and addressed to the other party at the address set forth in this Agreement or such other address as the party may have designated by proper notice. The consequences for the failure to receive a notice due to improper notification by the intended receiving party of a change in address will be borne by the intended receiving party.

15. Client Lists. You agree that we may identify you by name in client lists, marketing presentations, and promotional materials.

16. Confidentiality. Both parties recognize that their respective employees and agents, in the course of performance of this Agreement, may be exposed to confidential information and that disclosure of such information could violate rights to private individuals and entities, including the parties.

Confidential information is nonpublic information that a reasonable person would believe to be confidential and includes, without limitation, personal identifying information (e.g., social security numbers) and trade secrets, each as defined by applicable state law. Each party agrees that it will not disclose any confidential information of the other party and further agrees to take all reasonable and appropriate action to prevent such disclosure by its employees or agents. The confidentiality covenants contained herein will survive the termination or cancellation of this Agreement. This obligation of confidentiality will not apply to information that:
i. is in the public domain, either at the time of disclosure or afterwards, except by breach of this Agreement by a party or its employees or agents;
ii. a party can establish by reasonable proof was in that party's possession at the time of initial disclosure;
iii. a party receives from a third party who has a right to disclose it to the receiving party; or iv. is the subject of a legitimate disclosure request under the open records laws or similar applicable public disclosure laws governing this Agreement; provided, however, that in the event you receive an open records or other similar applicable request, you will give us prompt notice and otherwise perform the functions required by applicable law.

17. Business License. In the event a local business license is required for us to perform services hereunder, you will promptly notify us and provide us with the necessary paperwork and/or contact information so that we may timely obtain such license.

18. Governing Law. This Agreement will be governed by and construed in accordance with the laws of your state or commonwealth of domicile, without regard to its rules on conflicts of law.

19. Multiple Originals and Authorized Signatures. This Agreement may be executed in multiple originals, any of which will be independently treated as an original document. Any electronic, faxed, scanned, photocopied, or similarly reproduced signature on this Agreement or any amendment hereto will be deemed an original signature and will be fully enforceable as if an original signature.

Each party represents to the other that the signatory set forth below is duly authorized to bind that party to this Agreement.

20. Cooperative Procurement. To the maximum extent permitted by applicable law, we agree that this Agreement may be used as a cooperative procurement vehicle by eligible jurisdictions. In such cases, we reserve the right to negotiate and customize the terms and conditions set forth herein, • ·•:::-. tyler • 12
including but not limited to pricing, to the scope and circumstances of that cooperative procurement.

21. Data & Insights Solution Terms. Your use of certain Tyler solutions includes Tyler's Data & Insights data platform. Your rights, and the rights of any of your end users, to use Tyler's Data & Insights data platform is subject to the Data & Insights Saas Services Terms of Service, available at:
https://www.tylertech.com/terms/data-insights-saas-services-terms-of-service . By signing a Tyler Agreement or Order Form, or accessing, installing, or using any of the Tyler solutions listed at the linked terms, you certify that you have reviewed, understand, and agree to said terms.

22. Contract Documents. This Agreement includes the following exhibits:

Migration Terms Addendum
Exhibit A Investment Summary
Exhibit B Invoicing and Payment Terms
Exhibit C Service Level Agreement
Exhibit D Third-Party Terms
Exhibit E Statement of Work
IN WITNESS WHEREOF, a duly authorized representative of each party has executed this Agreement as of the date(s) set forth below.

Tyler Technologies, Inc.

By: _____________ _
Name: ______________ _
Title: ----------------
Date: ______________ _
Address for Notices:

Tyler Technologies, Inc.
7701 College Boulevard
Overland Park, KS 66210
Attention: Chief Legal Officer
13 City of Laguna Niguel
By: _____________ _
Name: ______________ _
Title-=-: ______________ _
Date: ______________ _
Address for Notices:

City of Laguna Niguel
30111 Crown Valley Parkway
Laguna Niguel, CA 92677
Attention: ------------
• ·•:::-. tyler . ·'
•• ••• •• ••• • •
Migration Terms Addendum

1. Scope. The terms in this Migration Terms Addendum ("Addendum") apply to the agreement to which it is attached ("Agreement"), and under which we will provide certain Tyler software solutions listed in the Agreement's Investment Summary (hereafter, the "Replacement Modules") to replace some or all of Tyler solutions previously provided to you (hereafter, the "Migration Modules"). Accordingly, any conflict between the terms in this Addendum and the Agreement will be resolved in favor of the term(s) in this Addendum. The Migration Modules are listed in the Comments Section of the Investment Summary, and any capitalized terms not otherwise defined herein will have the meaning assigned to those terms in the Agreement.

2. Support & Saas Services for Migration Modules. Your payment of annual Saas Fees for the Replacement Modules includes annual maintenance and support services in the scope described by the Agreement, and, to the extent currently being provided, annual Saas Services, for the Migration Modules for the time period covered by your payment of annual Saas Fees.

3. License/Use Rights for Migration Modules. Unless expressly stated otherwise in the Agreement, your license to use a Migration Module terminates when the applicable Replacement Module is used in live production.

4. Credit for Prepaid Fees for Migration Modules. In the event you prepaid annual maintenance or Saas fees for Migration Modules for any time during your annual Saas Term for your Replacement Modules, Tyler will credit that prepayment to your account. This credit may be applied towards any future purchases from Tyler under the Agreement. For the avoidance of doubt, Client's payment obligation for annual fees for the following remaining modules from the Prior Agreement which are not being migrated terminates on the commencement of the initial Saas term under this Agreement. Accordingly, credit will be provided for annual fees prepaid for such modules commencing on that date (if applicable):
a. Employee Access Pro
b. ESS Time & Attendance (Number of FTE Employees
c. Human Resources Management (Includes Position Budgeting) d. Tyler University
e. My Civic - Citizen Engagement
f. My Civic - Service Request Pro
• ·•:}. tyler •
1 •• ••• •• ••• • •
Exhibit A
Investment Summary
The Investment Summary details the products and services to be delivered by us, or a third party, as applicable, to you under the Agreement. This Investment Summary is effective as of the Effective Date regardless of any expiration date in the Investment Summary. Capitalized terms not otherwise defined will have the meaning assigned to such terms in the Agreement. [Sales quotation to be inserted prior to Agreement execution .]

REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
• ·•:::-. tyler •
1 •• ••••• •••• •
Sales Quotation For:

Laguna Niguel, Ca City Of
Attn: Accounts Payable
Laguna Niguel CA 92677
Tyler Saas and Related Services
Shipping Address:

City of Laguna Niguel
30111 Crown Valley Parkway
Laguna Niguel CA 92677-2001
Quoted By:

Quote Expiration :

Quote Name:

Quote Description :

Saas Term
Meghan Graham
09/29/26
City of Laguna Niguel - EERP
07-11-26 City of Laguna Niguel vs

5.00 Description Qty Imp. Hours Annual Fee
Financial Management
Accounting
Accounts Payable
Budgeting
Capital Assets
Cash Management
Contract Management
Project & Grant Accounting
Purchasing
Revenue Management
Accounts Receivable
General Billing
Content Management
Content Manager Core includes Onboarding
Data Insights
Enterprise Analytics and Reporting (Limited Use) w Executive Insights Additional
2026-621456-J2H0V8 CONFIDENTIAL
1 120 $ 25,265.00
1 44 $8,774.00
1 56 $ 7,071.00
1 44 $5,928.00
1 36 $4,231.00
1 28 $ 2,732.00
1 36 $4,800.00
1 88 $10,392.00
1 72 $5,205.00
1 36 $3,414.00
1 0 $ 7,353.00
1 88 $10,675.00

Enterprise Forms Processing Software (including Common Form Set) Subscription Fees
Workforce Direct
Sub-Total:

Less Discount :

TOTAL
Professional Services
1 0
1 0
648
$ 7,215.00
$ 0.00
$ 103,055.00
$9,571.00
$93,484.00
Description Quantity Unit Price Ext Discount Extended Price Maintenance Amazon Web Services Configuration Fee 1 $ 7,453.00 $7,453.00 $ 0.00 $ 0.00 Capital Assets Import Hours 16 $ 225.00 $ 0.00 $ 3,600.00 $ 0.00 COA Import Hours 12 $ 225.00 $ 0.00 $ 2,700.00 $ 0.00
Conversions - See Detailed Breakdown Below $11,500.00 $ 0.00 Project Management 84 $ 225.00 $ 0.00 $18,900.00 $ 0.00 Onsite Implementation 188 $ 225.00 $ 0.00 $42,300.00 $ 0.00 Remote Implementation 460 $ 225.00 $ 0.00 $ 103,500.00 $ 0.00 TOTAL $ 182,500.00 $ 0.00
Summary One Time Fees Recurring Fees
Total Tyler License Fees $ 0.00 $ 0.00
Total Saas $ 0.00 $93,484.00
Total Tyler Services $ 182,500 .00 $ 0.00
2026-621456-J 2 H0V8 CONFIDENTIAL Page 2
Total Third-Party Hardware, Software, Services
Summary Total
Contract Total
Estimated Travel Expenses excl in Contract
Total
$ 0.00
$182,500.00
$ 649,920 .00
$12,000.00
Client's purchase of the items listed above is subject to the Comments below $ 0.00
$93,484.00
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.#:

All Primary values quoted in US Dollars
Detailed Breakdown of Conversions (Included in Summary Total) Description Qty Unit Price Unit Discount Extended Price Financials
Accounting
Accounts Payable
Project Accounting
Purchase Orders
Optional Tyler Saas and Related Services
TOTAL
1 1
1 1
$5,000 .00
$ 7,600.00
$5,000 .00
$5,400 .00
$2,500 .00
$3,800.00
$ 2,500.00
$ 2,700 .00
$2,500.00
$3,800.00
$2,500 .00
$2,700.00
$11,500.00
Description Qty Imp. Hours Annual Fee
Financial Management
eProcurement (Vendor Access and Punch-Out) 1 24 $ 5,700 .00 Revenue Management
2026 -621456 -J2HOV8 CONFIDENTIAL Page 3
Cashiering 1 44 $ 9,176 .00
Additional
ACFR Statement Builder 1 40 $12,000 .00
Subscription Fees
Fraud, Risk & Compliance 1 0 $4,000.00
TOTAL: 108 $30,876.00
Optional Professional Services
Description Quantity Unit Price Ext. Discount Extended Price Maintenance Conversion - See Detailed Breakdown Below
Onsite Implementation
Remote Implementation
TOTAL
Optional 3rd Party Hardware, Software and Services
32 76
$ 225.00
$ 225.00
$ 0.00
$ 0.00
$12,200.00
$ 7,200.00
$17,100 .00
$36,500.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
Unit Unit Maint/SaaS Total
Description Qty Unit Price Discount Total Price Maint/SaaS Discount Maint/SaaS Cash Drawer
Hand Held Scanner - Model 1960GSR
Hand Held Scanner Stand
Printer (TM-S900011)
TOTAL
Optional Conversion Details (Prices Reflected Above)
1 1
1 1
$ 275.00
$ 475.00
$ 65.00
$1,660.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 275.00
$ 475.00
$ 65.00
$1,660.00
$2,475.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
Description Quantity Unit Price Discount Total
Financials
Contracts
2026-621456~2H0V8
1 CONFIDENTIAL
$4,000 .00 $ 0.00 $ 4,000.00

Revenue Management
General Billing
Tyler Annual Discount Detail (Excludes Optional Products) TOTAL
1 $8,200.00 $ 0.00 $ 8,200.00
$12,200.00
Imp. Annual Fee
Description Hours Annual Fee Discount Annual Fee Net
Financial Management
Accounting 120 $ 25,265.00 $ 2,527.00 $ 22,738.00
Accounts Payable 72 $8,774.00 $ 877.00 $ 7,897.00
Budgeting 56 $ 7,071.00 $ 707.00 $6,364.00
Capital Assets 44 $5,928.00 $ 593.00 $5,335.00
Cash Management 36 $4,231.00 $ 423.00 $3,808.00
Contract Management 28 $ 2,732.00 $ 273.00 $2,459.00
Project & Grant Accounting 36 $4,800.00 $ 480.00 $4,320.00 Purchasing 88 $10,392.00 $1,039.00 $9,353.00
Revenue Management
Accounts Receivable 72 $5,205.00 $ 521.00 $4,684.00
General Billing 36 $3,414.00 $ 341.00 $3,073.00
Content Management
Content Manager Core includes Onboarding 0 $7,353.00 $ 0.00 $7,353.00 Data Insights
Enterprise Analytics and Reporting (Limited Use) w
Executive Insights 88 $10,675.00 $1,068.00 $9,607.00
Additional
Enterprise Forms Processing Software (including Common
Form Set) 0 $7,215.00 $ 722.00 $6,493.00
Subscription Fees
Workforce Direct 0 $ 0.00 $ 0.00 $ 0.00
TOTAL 648 $ 103,055.00 $9,571.00 $93,484.00
Comments
2026-621456-J2HOV8 CONFIDENTIAL Page 5
Client agrees that items in this sales quotation are, upon Client's signature or approval of same, hereby added to the existing agreement ( 11 Agreement
11 )
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) deliver 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. • 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 module, and 50% upon Client acceptance to load the converted data into Live/Production environment, by conversion module.• • 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 services fees specifically for migrations: Tyler will invoice Client 50% of any Migration 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. Unless otherwise indicated on this Sales quotation, annual services will be invoiced in advance, for annual terms commencing on the date this sales quotation is signed by the Client. If listed annual service(s) is an addition to the same service presently existing under the Agreement, the first term of the added annual service will be prorated to expire coterminous with the existing annual term. for the service, with renewals to occur as indicated in the Agreement.

Expenses associated with onsite services are invoiced as incurred.

Tyler's quote contains estimates of the amount of services needed, based on our preliminary understanding of the scope, level of engagement, and timeline as defined in the Statement of Work (SOW) for your project. The actual amount of services required may vary, based on these factors.

Tyler's pricing is based on the scope of proposed products and services contracted from Tyler. Should portions of the scope of products or 2026-621456-J2H0V8 CONFIDENTIAL Page 6
services be altered by the Client, Tyler reserves the right to adjust prices for the remaining scope accordingly.

Unless otherwise noted, prices submitted in the quote do not include travel expenses incurred in accordance with Tyler's then-current Business Travel Policy.

Tyler's prices do not include applicable local, city or federal sales, use excise, personal property or other similar taxes or duties, which you are responsible for determining and remitting. Installations are completed remotely but can be done onsite upon request at an additional cost.

In the event Client cancels services less than four (4) weeks in advance, Client is liable to Tyler for (i) all non-refundable expenses incurred by Tyler on Client's behalf; and (ii) daily fees associated with the cancelled services if Tyler is unable to re-assign its personnel.

The Implementation Hours included in this quote assume a work split effort of 70% Client and 30% Tyler.

Implementation Hours are scheduled and delivered in four (4) or eight (8) hour increments.

Tyler provides onsite training for a maximum of 12 people per class. In the event that more than 12 users wish to participate in a training class or more than one occurrence of a class is needed, Tyler will either provide additional days at then-current rates for training or Tyler will utilize a Train-the-Trainer approach whereby the client designated attendees of the initial training can thereafter train the remaining users.

Content Manager Core includes up to 1TB of storage. Should additional storage be needed it may be purchased as needed at an annual fee of $5,000 per TB.

Amazon Web Services (AWS) has provided a credit in the amount of $7,453 in sponsorship of your project.

In the event Client acquires from Tyler any edition of Content Manager software other than Enterprise Edition, the license for Content Manager is restricted to use with Tyler applications only. If Client wishes to use Content Manager software with non-Tyler applications, Client must purchase or upgrade to Content Manager Enterprise Edition.

Fraud, Risk & Compliance pricing is based on client's current network size as defined by their entity size. Any material increases of network size may result in additional fees being assessed for the Fraud, Risk & Compliance service upon renewal.

The use of certain Tyler application(s) requires Client to engage and use an identity provider that meets Open ID Connect (OIDC) or Security Assertation Markup Language (SAML) standards (each, an "ldP"), such as Microsoft Entra ID, Okta, Google Cloud Identity or Rapidldentity. Client will permit these applications to directly federate with such ldP. Client is responsible for (a) keeping Client and its representatives' passwords . secure and confidential, (b) any account activity or access that occurs pursuant to Client and its representatives' passwords, its account or ldPs, and (c) notifying Tyler of any unauthorized access to its account. If you already have an ldP in.place, you must provide Tyler with the name of the ldP and IT provider contact to facilitate federation. Failure to provide Tyler with the ability to federate to a supported ldP may result in disrupted 2026-621456-J2H0V8 CONFIDENTIAL Page 7
deployment and implementation schedules and additional costs. If you do not have an ldP in place, please contact us for additional information in a timely manner.

Contracts conversion includes: Standard
Financial library includes: standard A/P check, standard EFT/ACH, standard Purchase order, standard Contract, 1099M, 10991NT, 1099S, 1099NEC and 1099G.

Accounting conversion includes: Actuals (total balances only) up to 5 years, Budgets (total balances only) up to 5 years Accounts Payable conversion indudes: Standard - Vendors, Remit Addresses, 1099 Amounts, Check History(Header, Detail) - up to 5 years, Invoices (Header, Detail) - up to 5 years
General Billing library includes: standard invoice, standard statement, standard general billing receipt and standard miscellaneous receipt.

Project Accounting conversion includes: Standard, Actuals - up to 5 years, Budgets - up to 5 years Standard Project Management responsibilities include project plan creation, initial stakeholder presentation, bi-weekly status calls, updating of project plan task statuses, and go-live planning activities.

Purchase Orders conversion includes: Standard - Open POs, Closed POs - up to 5 years Tyler Software may include artificial intelligence ("Al") features that are provided as an administrative convenience, designed to analyze data or make suggestions, subject to changing laws applicable in your local jurisdiction. Client is responsible for independently validating the accuracy of data analyzed or suggestions provided via Al features and using such features only to the extent permissible under applicable law. Your use of AP Automation is subject to the terms found at: https://www.tylertech.com/client-terms/ap-automation-disbursements-software-and-services­ terms-of-use
Your rights, and the rights of any of your end users, to use Tyler's Data & Insights Saas Services, or certain Tyler solutions which include Tyler's Data & Insights data platform, are subject to the Terms of Services, available at https://www.tylertech.com/terms/data-insights-saas-services­ terms-of-service. By signing this sales quotation, or accessing, installing, or using any of the Tyler solutions listed at the linked terms, you certify that you have reviewed, understand, and agree to said terms.

General Billing conversion includes: Standard - CID, Recurring Invoices, Bills(Header, Detail), Payment History, Invoices - up to 5 years The Saas Setup Fee for your project has been discounted by 100% by credits sponsored and provided by Amazon Web Services (AWS). 202 6-62145 6-J 2 H0V8 CONFIDENTIAL Page 8

NOTWITHSTANDING ANYTHING TO THE CONTRARY, WITH RESPECT TO ALL CYBERSECURITY OFFERINGS, INCLUDING FRAUD, RISK & COMPLIANCE, (A)

TYLER DISCLAIMS ALL REPRESENTATIONS AND WARRANTIES, INCLUDING, WITHOUT LIMITATION, ANY WARRANTY AS TO OUTCOMES OR ERRORS AND

ANY IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, (B) IN NO EVENT WILL TYLER BE LIABLE FOR THE ACTIONS

OF ANY MALICIOUS OR CRIMINAL ACTORS, AND (C) TYLER DOES NOT WARRANT THAT SUCH OFFERINGS WILL PREVENT A BREACH OF SYSTEM SECURITY FROM OCCURRING.

ERP Pro Inventory:

Core Financials - Subscription
Fixed Assets - Subscription
Project Accounting - Subscription
Purchasing - Subscription
Accounts Receivable - Subscription
Content Manager Core - Subscription
2026-621456-J2H0V8 CONFIDENTIAL Page 9
•• ••• •• ••• • •
Exhibit B
Invoicing and Payment Terms
We will provide you with the software and services set forth in the Investment Summary of the Agreement . Capitalized terms not otherwise defined will have the meaning assigned to such terms in the Agreement.

Invoicing: We will invoice you for the applicable software and services in the Investment Summary as set forth below. Your rights to dispute any invoice are set forth in the Agreement .

1. Tyler Annual Services.

1.1. Saas Services. Saas Fees are invoiced on an annual basis, beginning on the commencement of the initial term as set forth in Section E{l) of this Agreement. Your annual Saas fees for the initial term are set forth in the Investment Summary . Upon expiration of the initial term, your annual Saas fees will be at our then-current rates.

1.2. Other Annual Services. Fees for annual services other than Saas Services are invoiced on an annual basis, beginning with the availability of the service. Your annual fees for the initial term are set forth in the Investment Summary. Upon expiration of the initial term, your annual fees will be at our then-current rates.

2. Tyler Services.

2.1. Professional Services Generally : Unless otherwise indicated below, fees for Tyler services are invoiced as delivered.

2.2. Consulting Services: Fixed fee Consulting Services will be invoiced 50% upon your acceptance of the Best Practice Recommendations, by module, and 50% upon your acceptance of custom desktop procedures, by module .

2.3. Conversions: 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, we will bill you the actual services delivered on a time and materials basis.

2.4. Requested Modifications to the Tyler Software: Requested modifications to the Tyler Software are invoiced {i) 50% upon delivery of specifications and {ii) 50% upon delivery of the applicable modification . You must report any failure of the modification to conform to the specifications within thirty {30) days of delivery; otherwise, the modification will be deemed to be in compliance with the specifications after the 30-day window has passed. You may still report Defects to us as set forth in this Agreement.

2.5. Other Fixed Price Services: Other fixed price services are invoiced as delivered. For the avoidance of doubt, where "Project Planning Services" are provided, payment will be due upon delivery of the Implementation Planning document. Dedicated Project Management services, if any, will be billed monthly in arrears, beginning on the first day of the month immediately following initiation of project planning. Strategic Program Management Services, if any, will be billed monthly in arrears, beginning on the first day of the month immediately following initiation of program planning.
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1 3. Hardware & Third-Party Products.

3.1. Hardware: Hardware costs, if any, are invoiced upon delivery .

3.2. Hardware Maintenance: The first year maintenance fee for hardware is invoiced upon delivery of the hardware . Subsequent annual maintenance fees for hardware are invoiced annually, in advance, at then-current rates, upon each anniversary thereof.

3.3. Third-Party Services: Fees for Third-Party Services, if any, are invoiced as delivered, along with applicable expenses, at the rates set forth in the Investment Summary.

3.4. Third Party Software. License Fees for Third Party Software , in any, are invoiced when the applicable Third Party Software is made available to you for download.

3.5. Third Party Software Maintenance: The first year maintenance fee for the Third Party Software is invoiced when it is made available to you for downloading . Subsequent annual maintenance fees for Third Party Software are invoiced annually, in advance, at then-current rates, upon each anniversary thereof .

3.6. Third-Party Saas Services. Third-Party Saas Services fees, if any, are invoiced on an annual basis, commencing with availability of the respective Third-Party Saas Services. Pricing for the first year of Third-Party Saas Services is indicated in the Investment Summary . Unless express stated otherwise , pricing for subsequent years will be at then-current rates .

4. Transaction Fees. Unless paid directly by an end user at the time of transaction , per transaction (call, message, etc.) fees are invoiced on a monthly basis. Fees are indicated in the Investment Summary and may be increased by Tyler upon notice of no less than thirty (30) days.

5. Expenses. The service rates in the Investment Summary do not include travel expenses. Expenses for Tyler delivered services will be billed as incurred and only in accordance with our then-current Business Travel Policy.

Payment. Payment for undisputed invoices is due within forty-five (45) days of the invoice date . We prefer to receive payments electronically . Our electronic payment information is available by contacting [email protected].
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2 I. Agreement Overview
•• ••• •• ••• • •
Exhibit C

SERVICE LEVEL AGREEMENT
This SLA operates in conjunction with , and does not supersede or replace any part of, the Agreement . It outlines the information technology service levels related to the availability of the Tyler Saas Services that you have requested us to provide . All other support services are documented in the Support Call Process.

This SLA does not apply to any Third-Party Saas Services.

II. Definitions. Except as defined below, all defined terms have the meaning set forth in the Agreement .

Actual Attainment : The percentage of time the Tyler Software is available during a calendar month, calculated as follows : (Service Availability- Downtime}+ Service Availability.

Client Error Incident: Any service unavailability resulting from your applications, content or equipment , or the acts or omissions of any of your service users or third-party providers over whom we exercise no control.

Downtime : Those minutes during Service Availability , as defined below, when all users cannot launch, login, search or save primary data in the Tyler Software . Downtime does not include those instances in wh ich only a Defect is present.

Emergency Maintenance Window: (l} maintenance that is required to patch a critical security vulnerability ; (2} maintenance that is required to prevent an imminent outage of Service Availability ; or (3} maintenance that is mutually agreed upon in writing by Tyler and the Client .

Planned Downtime: Downtime that occurs during a Standard or Emergency Maintenance window .

Service Availability: The total number of minutes in a calendar month that the Tyler Software is capable of receiving, processing, and responding to requests, excluding Planned Downtime, Client Error Incidents, denial of service attacks and Force Majeure. Service Availability only applies to Tyler Software being used in the production environment.

Standard Maintenance: Routine maintenance to the Tyler Software and infrastructure. Standard Maintenance is limited to five (S} hours per week.

Ill. Service Availability
a. Your Responsibilities
Whenever you experience Downtime, you must make a support call according to the procedures outlined in the Support Call Process. You will receive a support case number . b. Our Responsibilities
When our support team receives a call from you that Downtime has occurred or is occurring, we will work • ·•:::-. tyler •
1 with you to identify the cause of the Downtime (including whether it may be the result of Planned Downtime, a Client Error Incident, denial of service attack or Force Majeure). We will also work with you to resume normal operations.
c. Client Relief
Our targeted Attainment Goal is 100%. You may be entitled to credits as indicated in the Client Relief Schedule found below . Your relief credit is calculated as a percentage of the Saas Fees paid for the calendar month.

In order to receive relief credits, you must submit a request through one of the channels listed in our Support Call Process within fifteen (15) days of the end of the applicable month. We will respond to your relief request within thirty (30) days of receipt.

The total credits confirmed by us will be applied to the Saas Fee for the next billing cycle. Issuing of such credit does not relieve us of our obligations under the Agreement to correct the problem which created the service interruption.

Credits are only payable when Actual Attainment results in eligibility for credits in consecutive months and only for such consecutive months.

Client Relief Schedule
.• .. ·>
Actual Attainment
'
Client R~lief • • '

99.99% - 99.70% Remedial action will be taken

99.69% - 98.50% 2% of Saas Fees paid for applicable month

98.49% - 97 .50% 4% of Saas Fees paid for applicable month

97.49% - 96.50% 6% of Saas Fees paid for applicable month

96.49% - 95.50% 8% of Saas Fees paid for applicable month Below 95.50% 10% of Saas Fees paid for applicable month * Notwithstanding language in the Agreement to the contrary, Recovery Point Objective is one (1) hour.

IV. Maintenance Notifications
We perform Standard Maintenance during limited windows that are historically known to be reliably low-traffic times. If and when maintenance is predicted to occur during periods of higher traffic, we will provide advance notice of those windows and will coordinate to the greatest extent possible with you.

Not all maintenance activities will cause application unavailability . However, if Tyler anticipates that activities during a Standard or Emergency Maintenance window may make the Tyler Software unavailable, we will provide advance notice, as reasonably practicable, that the Tyler Software will be unavailable during the maintenance window.
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2 •• ••••• ••• • • tyler
echnolog es
Exhibit D
Third-Party Terms
Third Party Verification Services Terms. Third Party Verification Services will be provided pursuant to the Equifax Verification Terms of Service, and Client will comply with such terms and obligations of furnishers under the FCRA, in each case, found at https://www .tylertech.com/client-terms/equifax­ verification-te rms-of-se rvice.

Cornerstone OnDemand Terms. Your use of Cornerstone On Demand software and services is subject to terms found here: https://s3.us-east­
l.amazonaws.com/sumtotalsystems.com/prod/images/cornerstone-terms-of-use .pdf. By signing a Tyler Agreement or Order Form including Cornerstone software or services, or accessing, installing, or using Cornerstone software or services, you agree that you have read, understood, and agree to such terms. In addition, implementation of Cornerstone software and services may require inclusion of a Cornerstone Statement of Work
DebtBook. Your use of DebtBook software and services is subject to the terms found here: DebtBook End User License Agreement I Tyler Technologies . By signing a Tyler Agreement or Order Form, or accessing, installing, or using DebtBook software or services, you agree that you have read, understood, and agree to such terms .

DigEplan Pro. Your use of DigEplan is subject to the LCT Software LLC Subscription Terms & Conditions found here: https://www.tylertech.com/client-terms/lct -software-llc-an-avolve-company-subscription­ terms-conditions . By signing a Tyler Agreement or Order Form including DigEPlan, or accessing, installing, or using DigEplan, you agree that you have read, understood, and agree to such terms .

DocOrigin Terms. Your use of Tyler Forms software and forms is subject to the DocOrigin End User License Agreement available for download here: https://eclipsecorp.us/eula/ . By signing a Tyler Agreement or Order Form including Tyler forms software or forms, or accessing, installing, or using Tyler Forms software or forms, you agree that you have read, understood, and agree to such terms.

Emphasys Terms. Your use of SymPro software and services is governed by terms available here: https ://tylertech.com/portals/0/terms/Emphasys-Software -Agreement/Emphasys-Software­ Agreement.pdf . By signing a Tyler Agreement or Order Form containing such software or services, or accessing, installing, or using SymPro software or services, you agree that you have read, understood, and agree to such terms.

Envisio Terms. Your use of Envisio software and services is subject to the terms found here:
https://www.tylertech.com/client-terms/envisio-solutions-inc-end-user-license-agreement . By signing a Tyler Agreement or Order Form, or accessing, installing, or using Envisio software or services, you agree that you have read, understood, and agree to such terms.

Fire Prevention Mobile Terms. Your use of Tyler's Fire Prevention Mobile solutions is subject to the • ·•:::-. tyler •
1 terms found here : https://www.tylertech.com/terms/fire-prevention-mobile-third-party -terms . By signing a Tyler Agreement or Order Form, or accessing, installing, or using the Fire Prevention Mobile solution, you agree that you have read, understood , and agree to such terms .

Koa Hills Terms. Your use of Koa Hills Saas is governed by terms available here :
https ://www . tyle rte ch. com/Porta ls/0/T erms/Koa-H ii ls-Software-as -a-Service-Agreement. pdf. By signing a Tyler Agreement or Order Form containing Koa Hills Saas, or accessing, installing , or using Koa Hills Saas, you agree that you have read, understood , and agree to such terms.

Pattern Stream Terms. Your use of Pattern Stream software and services is subject to the terms found here : https://www.tylertech.com/terms/finite-matters-ltd-consolidated-terms . By signing a Tyler Agreement or Order Form, or accessing, installing, or using Pattern Stream software or services, you agree that you have read, understood, and agree to such terms .

Palco Terms. Your use of Palco software and services is subject to the terms found here :
https://www.tylertech .com/client -terms/polco-end-user-license-agreement . By signing a Tyler Agreement or Order Form, or accessing, installing, or using Palco software or services, you agree that you have read, understood, and agree to such terms .

Thin Print Terms. Your use of Tyler Forms software and forms is subject to the End User License Agreement terms for Thin Print Engine, ThinPrint License Server, and Connected Gateway found here : https ://www .thinprint.com/en/legal-notes/eula/ . By signing a Tyler Agreement or Order Form, or accessing, installing , or using Tyler Forms software or forms , you agree that you have read, understood , and agree to such terms .

TrueRoll Terms. Your use of True Roll software and services is subject to terms found here :
https ://tyle rte ch. com/po rta ls/0/te rms/True Ro 11-Softwa re-Services-Agreement . pdf. By signing a Tyler Agreement or Order Form including TrueRoll software or services, or accessing, installing, or using TrueRoll software or services, you agree that you have read, understood, and agree to such terms .

Twilio Acceptable Use Policy. Your use of the Tyler solutions listed below includes funct ionality provided by a Third-Party Developer, Twilio. Your rights, and the rights of any of your end users, to use said functionality are subject to the terms of the Twilio Acceptable Use Policy, available at http://www.twilio.com/legal/aup . By signing a Tyler Agreement or Order Form, or accessing, installing, or using any such Tyler solution, you certify that you have reviewed , understand, and agree to said terms. Tyler hereby disclaims any and all liability related to your or your end user's failure to abide by the terms of the Twilio Acceptable Use Policy. Any liability for failure to abide by said terms shall rest solely with the person or entity whose conduct violated said terms . • Electronic Warrants
• Online Dispute Resolution
• Enterprise Justice Notifications Add On (text notifications) • Absence & Substitute
• Notify
• Enterprise Jury Manager
• Enterprise Supervision
• Virtual Court
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2 •• ••• •• ••• • •
Exhibit E
Statement of Work
[Statement of Work to be inserted prior to Agreement execution .]

REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
1 • ·•:::-. tyler •
City of Laguna Niguel
SOW from Tyler Technologies, Inc.
6/15/2026
Presented to:

City of Laguna Niguel, CA
30111 Crown Valley Parkway
Laguna Niguel, CA 92677
Contact :

Meghan Graham
Email: Meghan .Graham@TylerTech .com
1 Tyler Drive, Yarmouth, Maine 04096
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f
Table of Contents
PART 1: EXECUTIVE SUMMARY ............................................................................................................... 1

1. Project Overview ................................................................................................................................ 1

1.1 Introduction .................. ...................... ......................................................... ...................... ................. 1

1.2 Project Goals ....................................................................................................................................... 1

1.3 Methodology ....................................................................................................................................... 1 PART 2: PROJECT FOUNDATION ............................................................................................................. 3

2. Project Governance ............................................................................................................................ 3

3. Project Scope Control ......................................................................................................................... 4

3.1 Managing Scope and Project Change ................................................................................................. 4

3.2 Change Control ................................................................................................................................... 4

3.3 Change Requests ............................ ................. ................................................. ............ ....................... 4

4. Acceptance Process ............................................................................................................................ 5

5. Roles and Responsibilities .................................................................................................................. 5 PART 3: PROJECT PLAN .............................................................................................................................. 6

6. Project Stages ..................................................................................................................................... 6

6.1 Initiate & Plan ...................................................................................................................................... 6

6.1.1 Initial Coordination ........................ .............. ..................... .......................... ................................ 6

6.1.2 Project/Phase Planning ..................... ......................................... ................... .............................. 7

6.1.3 6.1.4

6.1.5 Infrastructure Planning .............................................................................................................. . 7 Stakeholder Meeting ................................................................................................................... 7 GIS Planning - This work package is not in scope and therefore not applicable ........................ 7

6.2 6.2.1

6.2.2 Assess & Define ............................................................ ....................................................................... 9 Solution Orientation .................................................................................................................... 9 Current & Future State Analysis ...................................................................... ..................... ....... 9

6.2.3 Conversion Assessment ............................................................................................................ 10

6.2.4 Modification Analysis - This work package is not in scope and therefore not applicable ....... 10

6.2.5 Data Assessment - This work package is not in scope and therefore not applicable .............. 10

6.3 Prepare Solution ............................. .................... .............................................. ............................... . 12

6.3.1 Initial System Deployment ................................................... ..................................................... 12

6.3.2 6.3.3

6.3.4 6.3.5

6.3.6 Configuration .......................................... ...................................................... ............................ 12 Process Refinement .................................................................................................................. 12 Conversion Delivery ......................................... ......................................................................... 13 Modifications Delivery - This work package is not in scope and therefore not applicable ..... 14 Data Delivery - This work package is not in scope and therefore not applicable .................... 14

6.4 Production Readiness ....................................................................................................................... 15 City of Laguna Niguel

6.4.1 Solution Validation ..................... ............................................. .................... .............................. 16

6.4.2 Go-Live Readiness ..................................................................................................................... 16

6.4.3 End User Training ...................................................................................................................... 16

6.5 Production ......................................................................................................................................... 18

6.5.1 Go-Live .................................. ................................................ ........................................ ............ 18

6.5.2 Transition to Client Services ..................... ........................................ ........................... .............. 19

6.5.3 Post Go-Live Activities ............................................................................................................... 19

6.6 Close .................................................................................................................................................. 20

6.6.1 Phase Closeout .......................................................................................................................... 21

6.6.2 Project Closeout ........................................................................................................................ 21 PART 4: ADDITIONAL INFORMATION ................................................................................................ 23

7. General Assumptions ....................................................................................................................... 23 7 .1 Project ............................................................................................................................................... 23 7 .2 Organizational Change Management ............................................................................................... 23

7.3 Resources and Scheduling ............................................................................. .................................... 23

8. Glossary ........................................................................................................................................... 24 APPENDIX 1 ................................................................................................................................................. 27

9. Common Project Challenges ............................................................................................................. 27 APPENDIX 2 ................................................................................................................................................. 29

10. Assigned Project Resources .......................................................................................................... 29

10.1 Tyler Roles & Responsibilities ..................................................................................... ...................... 29

10.2 Client Roles & Responsibilities .......................................................................................................... 31 APPENDIX 3 ................................................................................................................................................. 36

11. Conversion Appendix .................................................................................................................... 36

11.1 Enterprise ERP Conversion Summary ......................................... ...................................................... 36

11.1.1 Accounting ................................................................................................................................ 36

11.1.2 Accounts Payable ...................................................................................................................... 36

11.1.3 Project Accounting ....................................... ............................................................................. 36

11.1.4 Purchase Orders ............................................... ......................................................................... 37 APPENDIX 4 ................................................................................................................................................. 38

12. Additional Appendices .................................................................................................................. 38

12.1 Escalation Framework ....................................................................................................................... 38

13. Project Timeline ........................................................................................................................... 39 City of Laguna Niguel

13.1 ERP Project Timeline ................................................ ....... .................................................................. 39 City of Laguna Niguel
Part 1: Executive Summary

1. Project Overview

1.1 Introduction
This Statement of Work (SOW) outlines the scope as listed in the Investment Summary of the Agreement between Tyler ("we," "us," or "our") and the Client ("you" or "your"), objectives, deliverables acceptance deadlines, and responsibilities for the implementation of the Tyler software solution. The purpose of this project is to deploy a comprehensive solution that will streamline business processes, improve data visibility , and enhance operational efficiency across key functional areas. This document serves as a mutual agreement between you and us, ensuring a clear understanding of project expectations, governance, and success criteria. The project will follow a structured implementation methodology tailored to align with the client's business needs, regulatory requirements, and strategic goals.

This SOW will help you understand what to expect as we begin the implementation together and get you to a successful go-live so that you can transition over to our maintenance and support team . This SOW is also going to preview some of the challenges that may come with any implementation , regardless of how well it's done and regardless of how well you and we are committed to your success. Moving from your legacy system to a Tyler solution, which is highly configurable but not custom-built and not a replica of what your users have known for years, is certainly a change.

1.2 Project Goals
In a typical Tyler project, the goals are to :
• Successfully implement the contracted scope on time and on budget. • Increase operational efficiencies and empower users to be more productive . • Improve accessibility and responsiveness to external and internal customer needs. • Overcome current challenges and meet future goals.

1.3 Methodology
Our implementations follow a six-stage methodology . While each project is unique, each phase will follow Tyler's six-stage methodology . Each stage is comprised of several work packages that include a narrative description, objectives, tasks, inputs, outputs/deliverables, assumptions, and a responsibility matrix. A stage closes with a stage acceptance control point.

Tyler's Six Stage Project Methodology
Governance
Tyler Project Management ifyler Client Services
City of Laguna Ntguel
Tailored specifically for Tyler's public sector clients, the project methodology contains stage acceptance control points throughout each phase to ensure adherence to scope, budget, tim.eline controls, effective communications, and quality standards . Clearly defined, the project methodology repeats across phases and is scaled to meet the Client's complexity and organizational needs. The methodology adapts to both single­ phase and multiple-phase projects .

To achieve project success, it is imperative that both the Client and Tyler commit to including the necessary leadership and governance. During each stage of the project, it is expected that the Client and Tyler project teams will work collaboratively to complete tasks. An underlying principle of Tyler's implementation process is to employ an iterative model where the Client's business processes are assessed, configured, validated , and refined cyclically in line with the project constraints. This approach is used in multiple stages and work packages as illustrated in the graphic below.

Iterative Project Model
The delivery approach is systematic, reducing variability , and ensuring project success. As illustrated, some stages, along with work packages and tasks, are intended to be overlapping by nature to complete the project efficiently and effectively.

City of Laguna Niguel
Tyler Technologies, Inc. Page I 2
Part 2: Project Foundation

2. Project Governance
Project success requires that all participants commit to the necessary leadership and governance to define the management framework for making project decisions. Project governance defines the path for escalation of issues and risks, change control review and authority, and organizational change management activities .

Throughout the Statement of Work, have provided RACI (Responsible - Accountab le - Consulted - Informed) Matrices which outline responsibilities of different roles in each stage. Project governance for this project will be defined during project planning with specific people assigned to each role .

The chart below illustrates a typical structure in which we collaborate to resolve project challenges according to defined escalation paths. If project managers lack authority to determine a solution, resolve an issue, or mitigate a risk, our implementation management and your steering committee become the escalation points to triage responses prior to escalation to your and our executive sponsors. As part of the escalation process, each project governance tier presents recommendations and supporting information to facilitate knowledge transfer and issue resolution. Our respective executive sponsors serve as the final escalation point .

Project Governance Relationships

CLIENT LEADERSHIP

EXECUTIVE SPONSOR
Champions the ProJecl. secures
buy-m, provides oversight. and
ultlmate dec1s1on making

STEERING COMMITTEE
Monitors Progress. goals, and ObJect,ves

PROJECT MANAGER
oversees proJect schedule and tasks

TYLER LEADERSHIP

EXECUTIVE SPONSOR
Provides overs1iht and
ultimate dec1510n making

IMPLEMENTATION MA AGER
Monitors progress

PROJECT MANAGER
oversees proJect schedule and tasks
The most successful projects are the ones where the client executive sponsor is clear on the "why" behind the project, and where that "why" is clearly and consistently communicated to other client project stakeholders. We find the most effective change management principles include the following client activities throughout the governance efforts:
■ Helping employees and other stakeholders recognize and understand the need for the change ■ Working to gain up-front buy-in from those same stakeholders • Identifying a thorough, realistic, and strategic plan for achieving that change ■ Determining what the yardsticks for success are and are not • Ensuring accountability for different tasks and decisions over the life of the project • Being laser-focused on what is in-scope and what is not Effective project governance - and effective change management - is especially important to minimize and effectively address project disruptions. Please refer to Appendi x 1 to this Statement of Work , where we flag challenges that can create these types of disruptions . Being aware of these challenges from the outset can help us both spot them before they fester and quickly move to resolve them before they grow .

Refer to Appendix 4 for Escalation Framework for leadership contacts. (only applicable for specific products.)

3. Project Scope Control

3.1 Managing Scope and Project Change
There are three interdependent constraints on a project which determine quality: budget, timeline , and scope. These "triple constraints" dictate that if one constraint is changed, the other two must be correspondingly adjusted . For example, if project scope is increased, cost and time to complete will also increase. The project and executive teams must remain cognizant of these constraints when making decisions that impact the scope, budget, or timeline of the project.

3.2 Change Control
It may become necessary to change the scope of this project due to unforeseeable circumstances (e.g., new constraints or opportunities are discovered) . This project is being undertaken with the understanding that project scope, schedule, and/or cost may need to change based on findings over the course of the implementation, or the impact of other circumstances we encounter together. Changes to contractual requirements will follow the change control process as described below unless a specific change control process is identified in the contract.

3. 3 Change Requests
Should the need for a change to project scope, schedule, and/or cost be identified during the project, the change will be brought to the attention of the steering committee, and an assessment of the change will occur. The process progresses as set forth below :

CLIENT IDENTIFIES

NEED/ DESIRE FOR
CHANGE

TYLER ASSESSES/
omRMINES OUT

OF SCOPE
Change Request Process

CLIENT DETAILS
NE[O IN CHANGE

REQUEST FORM

IF TYLER AGREES

WITH THE REQUEST
If Tyler Agrees wttll ReQUesl
Estimate provtded to clerrt
otllerwtse reason for denial
provtded

CLIENT AUTHORIZES

OR DECLINES THE
CHANGE

SCHEDULE ADJUSTED TO

ACCOMMODAH THE

CHANGE IF NECESSARY
Including addition of new tasks
that result from ttie change
While such changes may result in additional costs and delays related to the schedule, some changes may result in less cost to you; for example, you may decide you no longer need a deliverable originally defined in the project . Regardless, any change will require a change request that will include the following information:
• The nature of the change
• A good-faith estimate of the additional cost or associated savings to you, if any • The estimated timetable for implementing the change
City of Laguna Niguel
• The effect on and/or risk to the schedule, resource needs, or resource responsibilities You will use good-faith efforts to either approve or disapprove any change request within five (5) business days (or other period that we both agree to) . If you take longer to approve or disapprove, including through inaction or non-responsiveness, cascading impacts to related scheduling components is more likely than not to occur.

4. Acceptance Process
Your project manager is responsible for obtaining all required authorizations and approvals for acceptance of project deliverables, change requests, and control points, if applicable. It is crucially important that your project manager provides timely feedback on deliverables and does not unreasonably withhold approvals or signoffs, including a stage acceptance control point.

The following process will be used for accepting deliverables and control points:
• You will have five (5) business days from the date of delivery, or an otherwise mutually agreed upon timeframe in writing, to accept each deliverable or control point. If you do not accept or acknowledge within five (5) business days, or the otherwise agreed upon timeframe, we will deem the deliverable or control point as accepted. You may not unreasonably withhold acceptance. • If you do not agree that the deliverable or control point meets requirements, you will notify our project manager(s) with justification in writing within five (5) business days, or the otherwise agreed upon period.
• If applicable, we will address any deficiencies and re-deliver the deliverable or control point. You will then have two (2) business days from receipt of the re-delivered item to accept or again submit written justification for rejecting the item(s). If you do not provide acceptance within two (2) business days, or the otherwise agreed-upon timeframe, we will deem the deliverable or control point as accepted . Again, you may not unreasonably withhold acceptance.

5. Roles and Responsibilities
Detailed roles and responsibilities of each project resource are provided in Appendix 2. Roles and responsibilities may not follow your specific organizational chart or position descriptions, so you may have to make specific designations for purposes of the project. Note that it is common for individual resources on both project teams to fill multip le roles, and it is just as common for some to be filled by multiple people.

City of Laguna Niguel
Part 3: Project Plan

6. Project Stages
Our six-stage methodology uses a work breakdown structure (WBS) to organize project work from stages into smaller , more manageable components ca lled work packages. The work packages are further broken down into individual tasks during project planning to develop the detailed project schedule . Each stage concludes with a control point acceptance, confirm ing the work performed during that stage of the project is completed and has been accepted by the Client before advancing to the next stage. This section gives a brief overv iew of the assumpti ons and objectives of each work package and presents a RACI matrix for each stage.

Work Breakdown Structu re (WBS)
1 lnitiM.e&
Pian
I t •, ' •111 •• t
t. '
'I
I I ...
'". ,.
* Items noted with an asterisk in the graphic above relate to specific products and services. If those products and services are not included in the scope of the contract , these specific work packages will be noted as 'This work package is not applicable " in Section 6 of the Statement of Work.

6.1 Initiate & Plan
During the Initiate and Plan stage, you and we will gather required information, establish assets, and plan the infrastructure , resource , and schedule components of the project.

6.1.1 Initial Coordination
We provid e initi al project documents and tools used to gather required information .

Work package assumptions:
• Project activities begin after the agreement has been fully executed.

Objectives:
■ Formally launch the project.
• Establish project governance .
• Define and communicate governance for us.
• Identify your project team .

6.1.2 Project/Phase Planning
Project and Phase planning provides an opportunity to review the contract, software and services purchased, and training requirements; and to plan the implementation schedule .

Work package assumptions:
• You have reviewed and completed the tasks in A Guide to Starting Your Project document.

Objectives:
• Conduct project planning meeting(s) .
• Review scope, services, and methodology.
• Develop and deliver initial project planning documents. • Develop the initial baseline project schedule.

6.1.3 Infrastructure Planning
Procuring required hardware and setting it up properly is a critical part of a successful implementation . We will be responsible for building the environments for a hosted/Saas deployment, unless otherwise identified in the Agreement. You are responsible for the installation, setup, and maintenance of all peripheral devices.

Work package assumptions:
• None
Objectives:
• Ensure your infrastructure meets Tyler's system requirements. • Ensure your infrastructure is in place and available for use on time .

6.1.4 Stakeholder Meeting
We will schedule and conduct a meeting to review the objectives and communicate project planning outcomes to your project team , executives, and other key stakeholders .

Work package assumptions:
• None
Objectives:
• Formally present and communicate the project activities and timeline. • Communicate project expectations .

6.1.5 GIS Planning - This work package is not in scope and therefore not applicable.

City of Laguna Niguel
Tyler Technologies, Inc.

Stage 1: Initiate & Plan
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Provide initial project A R C C documents to the client Gather preliminary informatio n A R C C C C
Sales to implementation A R knowledge transfer
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Review Stakeholder Meeting C A R C Presentation
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• Contract documents
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• GuidE=_ to_Starting Y9u~ Project
• Init ia l infrastructure requirements
• Projec t Management Plan
Outputs
• Working initial project documen t s (WBS 1.1)
• Client Project Porta l (WBS 1.1)
• Project Operational Plan (WBS 1.2)
• Comeleted lnf_rastructu~e Requi_r~~ents (~BS_l _:_~
• Stakeholder Meeting (WBS 1.4)
• All Stage Deliverables accepted based on acceptance criteria previously defined • Project Govemance defined
• We _!nake the project portal available to you ____________ _ • Stakeholder meeting is completed
• System passes Infrastructure Audit (as applicable)

6.2 Assess & Define
We will provide an initial overview of the functionality of the solution . We will collaborate with the Client to gather information related to current Client business processes and work with the Client to identify , define , and document business processes as they are translated for use within our solution .

6.2.1 Solution Orientation
Solution Orientation provides a high-level understanding of the application functionality before starting the current and future state analysis.

Objectives:
• Provide a basic understanding of application functiona lity . • Prepare the Client for current and future state analysis.

6.2.2 Current & Future State Analysis
The Current & Future State Analysis provides an understanding of process changes that will be achieved and/or required with the new system. The Client must dedicate the necessary time to identify, communicate, document , and/or explain its current business processes in a timely and consistent manner to mitigate risks to project schedule , budget , and/or scope.

Together, we will then evaluate corresponding options within the Tyler solution that most align with your business process goals. These information exchanges may occur before or within the same timeframe as the configuration work package. The available options within our solution will be limited to the scope of this implementation and will make use of standard functionality .

You will adopt business processes that are supported by the existing configurations within our applications wherever possible to avoid project schedule and quality risk from out-of -scope customization . The following guidelines will be followed when evaluating a custom modification request:
• Is a reasonable business process change available?
• Does functionality exist which satisfies the requirement? • Can configuration of the application satisfy the requirement? City of Laguna Niguel
Out-of -scope desired functionality that is not available will follow the agreed upon change request/change control process and can have impacts on the project schedule, scope, budget, and resource availability.

Work package assumptions:
• Client participants retain enough knowledge and authority to make future state decisions. • Client knows and can effectively communicate current state processes. • Client understands that adaptation of legacy processes and adoption of new approaches is an integral part of transition to a new software solution .
• Tyler documents decisions for configuration purposes. Client documents decisions on the future state for procedural purposes .

Objectives:
• Determine and document future state process decisions. • Identify and address any unsatisfied business requirements through the change control process.

6.2.3 Conversion Assessment
Our data experts will perform an analysis of your legacy system(s) and data to evaluate risks, suitability , and opt ions to support a successful transition to our software solution . The project team will plan and document the activit ies requ ired to successfully perform the data conversion.

Work package assumptions:
• You will provide legacy data in a format we approve . • We will wo rk with your staff to identify business rules before writing the conversion . • You will provide resources familiar with the current data for conversion planning.

Objectives:
• Communicate a common understanding of the project goals with respect to data. • Ensure complete and accurate source data is available for review/transfer . • Map the data from your legacy system to our application(s) . • Document the data conversion/loading approach .

6.2.4 Modification Analysis - This work package is not in scope and therefore not applicable.

6.2.5 Data Assessment-This work package is not in scope and therefore not applicable.

Stage 2: Assess & Define
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City of Laguna Niguel
Tyler Technologies, Inc.

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City of Laguna Niguel

6.3 Prepare Solution
Information gathered during the preceding stages will be used to configure our software solution .

Configuration will be validated against future state decisions defined in previous stages and processes evaluated to ensure business requirements are met .

6.3.1 Initial System Deployment
We will schedule and execute the deployment of in-scope environments .

Work package assumptions:
• You retain technical resources with suitable expertise for application administration. • You will provide a single layout per source system as identified in the investment summary. • Your subject matter experts and resources most familiar with the current data will be involved in the data conversion effort.
• Your project team will be responsible for completing the code mapping activity, with assistance from Tyler.

Objectives:
• Deploy and confirm environments for implementation.
• Prepare the environments for use.
• Identify your technical resources who will administer the application.

6.3.2 Configuration
The purpose of configuration is to configure the application so that it can be validated in the next stage. Our staff collaborates with yours to comp lete application configuration based on the future state analysis performed during the Assess and Define stage, and you work with us to verify that configuration tracks those outputs . Note: Verification typically follows an iterative process, where downstream changes could lead to rechecking of earlier configuration steps.

Work package assumptions:
■ You participate , as needed, in answering questions when multiple options are available, or future state analysis is unclear .

Objectives:
• Application is ready for validation.

6.3.3 Process Refinement
We will educate your users on how to execute processes in the applications to prepare them for the validation of the application. You will collaborate with our staff to validate configuration options to support future state decisions . Should this iterative process result in new decisions , implementing those changes would be subject to the change contro l process.

Work package assumptions:

City of Laguna Niguel
• None
Objectives:
• Ensure that you understand future state processes and how to execute the processes in the application.
•
•
•

6.3.4 Refine each process to meet the business requirements .

Validate standard interfaces, where applicable .

Validate forms and reports, where applicable .

Conversion Delivery
To transition data from your legacy system(s) to the new software solution, your data will need to be mapped from the legacy system(s) into the new applications. The mapping is used to write programming to translate your legacy data into the new application. With guidance from us, you will review specific data elements within the applications and identify/report discrepancies . Iteratively, we will collaborate with you to address conversion discrepancies. Refer to the Conversion Appendix for additional detail. ee.
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Conversion Delivery Process
--
.

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• You will provide data from the legacy system(s) in a mutually agreed-upon format. • Your subject matter experts engage and participate in the configuration and data conversion activities.
• Your project team is responsible for field mapping decisions and completion of the mapping document .

Objectives:
• Converted data is ready for Production.

City of Laguna Niguel

6.3.5 Modifications Delivery-This work package is not in scope and therefore not applicable.

6.3.6 Data Delivery-This work package is not in scope and therefore not applicable.

Stage 3: Prepare Solution
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Complete Tyler con figuration A R tasks (where applicable) Comple t e Cl ient configura t ion C A R C tasks (where applicab le) St andard int erfaces
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Iterations : Deliver converted A R data
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• Installation checklist/system document (WJ3S3.1)
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• All Stage Deliverables accepted based on acceptance criteria previously defined • Application is configured
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6.4 Production Readiness
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We prepare your team for go-live through solution validation, the development of a detailed go-live plan, and training of end users. A readiness assessment will be conducted to review the status of the project and the organization's readiness for go-live .

City of Laguna Niguel
Tyler Technologies, Inc.

6.4.1 Solution Validation
Solution validation is end-to-end testing performed by you to verify all aspects of the solution (hardware, configuration, and business processes) are functioning properly and that all contracted features and functions are available.

Work package assumptions:
■ Designated testing environment has been established . ■ Testing includes current phase activities or deliverables only.

Objectives:
■ Validate that the software solution performs as expected . ■ Ensure your organization is ready for end user training .

6.4.2 Go-Live Readiness
We both ensure that all requirements defined in project planning have been completed and go-live can occur as planned . A go-live readiness assessment will be completed to identify risks, mitigation, or action items to be addressed. Final preparation, critical tasks, and dates will be planned and communicated to project teams.

Work package assumptions:
■ None
Objectives:
■ Establish action plan for go-live .
■ Assess go-live readiness.
■ Inform stakeholders of go-live activities.

6.4.3 End User Training
End user training will be conducted to prepare for go-live.

Train-the-Trainer: We provide one occurrence of each scheduled training or implementation topic. Your users who attended our sessions may train additional users. Additional sessions led by us may be contracted at the applicable rates for training .

We will provide standard application documentation, but it is your responsibility to develop business process documentation specific to you, if desired. In addition, training labs that you lead, using Client-specific business process documentation , can be added to the regular t raining curriculum, enhancing the training experiences of the end users. This type of training is in addition to the training modules we provide and is developed, scheduled, and conducted by the Client.

Work package assumptions:
■ Your project team will work with us to jointly develop a training curriculum that identifies the size, makeup , and subject-area of each of the training classes.

City of Laguna Niguel
• We will work with you to plan for end-user tra ining in a manner that minimi zes the impact on the daily operations of your departments .
• You will be responsible for training new users after go-live (exception - previously planned or regular traini ng offeri ngs by us).

Objectives:
• Your end users are t rained prior to go-live.
• You are prepared fo r ongoing tra ining and support of the soluti on.

Stage 4: Production Readiness
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Order peripheral hardwa re (if A R C applicable)
Confirm procedures for Go Live A R C C issue reportin g & resol utio n Develop Go Live Checklist A R C C C C C C
Final system infras t ruct ure A R C C review (where applicable) • Solution Validatio n Test Plan
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City of Laguna Niguel
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~ £ CJ .,_" "'= 'l' " • ~ .,¾ ~ J Ai ,<, _.:. ;,,,; > -'- ~ ~ <' ,: ,; J ?, ;.;,. -fM ~ ')C Deliverables Acceptance Criteria
Solution Validation Report (WBS 4.1)
Updated Go Live Checklist (WBS 4.2)
End User Training (WBS 4.3)
Client updates report with testing results
Updated Action Plan and Checklist for Go Live delivered to the Cl ient
Client signoff that training was delivered
• All Stage Deliverables accepted based on acceptance criteria previously defined • Go Live Planning session conducted
Note : Advancement to the Production stage is dependent upon our receipt of this stage acceptance .

6.5 Production
We will follow the comprehensive action plan laid out during production cutover planning to support go-live activities and minimize risk during go-live. We support your team during the cutover period and introduce you to our Client Services . Any post- live services are scheduled .

6.5.1 Go-Live
Following the action plan for go-live defined in the Production Readiness stage, we both will complete work assigned to prepare for go-live .

You provide final data extract and reports from the legacy system for data conversion, and we execute final conversion iteration , if applicab le. If defined in the action plan, you manually enter any data added to the legacy system into the new application(s) .

Our staff collaborates with you during go-live activities. You transition to the new software solution for day­ to-day business process ing.

Some training topics are better addressed following go-live when additional data is availab le in the application or based on timing of app licable business processes and will be scheduled following go-live per the project schedule.

Work package assumptions:
■ You will complete activities doc umented in the action plan for go-live as scheduled . • External stakeholders will be avai lable to assist in supporting the interfaces associated with live processing.
• Your business processes required for go-l ive are fully documented and tested. • Your project team and subject matter experts are the primary point of contact for the end users when reporting issues during go-l ive.
• Your project team and subject matter experts provide business process context to the end users during go-live.

Objectives:
• Day-to-day processing is performed in our software solution. • Your data is available in the Production environment.

6.5 .2 Transition to Client Services
Our project manager schedules and conducts a meeting to transit ion your team to our Client Services, signaling the conclusion of implementation activities for the project .

Work package assumptions:
• No material project issues remain without assignment and plan Objectives:
• Ensure that no critical issues remain for the project teams to resolve. • Confirm prope r knowledge transfer to your teams for key processes and subject areas.

6.5 .3 Post Go-Live Activities
If post-production services are cont racted, our project manager will work with your project manager to schedule these activ ities and resources .

Work package assumptions:
• The system is being used in a live produ ction state .

Objectives:
• Schedule activ ities that are planned for after go-live. • Ensure issues have been resolved or are planned for resolut ion before phase or project close.

Stage 5: Production
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Provide final source data extract C (if applicable) C A R Final source data pushed into
Production environment (if A C R C C C
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Complete Go Live activities as
defined in the Go Live Action C C C A R C C
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and review issue report ing and A R C C C
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Review long-term maintenance A R C C C and continuous improvement Schedule contracted activities
that are planned for delivery A R C C C C C
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Deliverables Acceptance Criteria
Control Point 5: Production Stage Acceptance
• All Stage Deliverables accepted based on acceptance criteria previously defined • Go Live activities defined in the Go Live Action Plan completed • Client Services Support document is provided
Note: Advancement to the Close stage is not dependent upon our receipt of this stage acceptance .

6.6 Close
Our project manager will deliver the final project summary and budget reconciliation, release our project team, and close the project in our financial system.

6.6.1 Phase Closeout
This wor k package repr esents phase completion and signals the conclusion of implementation activities for the phase. Our Client Services team will assume ongoing support of the client for systems im plem ented in the phase.

Work package assumptions:
• Our deliverables for the phase have been completed.

Objectives:
• Achieve agreement from both teams that activ ities within this phase are complete.

6.6.2 Project Closeout
Our project resources are released , and the implementation is closed.

Stage 6: Close
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7. General Assumptions
Assumptions related to specific work packages are documented in the previous sections. Below are general assumptions for the overall implementation process.

7.1 Project
• You are responsib le for making all business process decisions based on the options available. • You understand and accept that the new software solution may require process changes, and that defining, documenting, and implementing resulting new policies may be your responsibility. • Your project team will dedicate sufficient time to participate in scheduled activities and complete necessary assignments as outlined in the project schedule. • Delays in completion, reviews, and/or acceptance of any deliverable by you which extends the duration of the project are subject to the change control process for additional costs incurred by the delay, including but not limited to additional service hours for project management , consulting , and conversion development.

7.2 Organizational Change Management
You are responsible for managing organizational change. Your impacted resources will need consistent messaging from leadership to embrace and accept the changes inherent to a new software solution . You will communicate the value and reasons for the change to ensure organizational acceptance .

7.3 Resources and Scheduling
• The initial project schedule is a baseline, and that baseline may evolve over the course of the project based on realities within and outside the project team 's control . You will partner with us to closely identify and manage fluctuations to the initial project schedule and communicate and document shifts and changes in project status meetings as appropriate. • You are responsible for making your contracted vendors available to work with Tyler on project activities
• Project resources will participate in scheduled activities as assigned in the then-current project schedule.
• Abbreviated timelines and overlapping phases require sufficient resources to complete all required work as scheduled.
• Appropriate resources will be provided by both of us to support the efforts to complete the project as jointly scheduled and within the project budget constraints . • Your team will complete prerequisites prior to applicable scheduled activities . Failure to do so may affect the schedule.
• You will make timely project-related decisions, and will respond to information requests in a comprehensive, consistent , and time ly manner, in accordance with the project schedule . ■ Remote and on-site sessions will be scheduled and conducted at a mutually agreeable time that adheres to the project schedule .
• You will provide adequate meeting space or facilities , including appropriate system connectivity, for the project teams.
• For on-site visits, we will identify a travel schedule that balances the need for the project and the resource(s).
• Changes in scope will be requested through a change request. Impacts to the triple constraints (scope, budget, and schedule) will be assessed and documented as part of the change control process.
• You will ensure assigned resources will possess the required business knowledge to complete their assigned tasks successfully . Should there be a change in resources, the replacement resource should have a comparable level of availability, change control process buy-in, and knowledge. • You will respond to information requests in a comprehensive and timely manner, in accordance with the project schedule. You are responsible for ensuring your contracted vendors are available to work with Tyler on project activities .

8. Glossary
Word or Term Definition
Acceptance Confirmation that an output or deliverable is suitable and conforms to agreed-upon criteria .

Single individual that ultimately ensures a task or
Accountable deliverable is completed; may delegate the wor k to those responsible. [Also see RACI]
Computer program designed to perform a group of
Application coordinated functions, tasks, or activities for the benefit of the user.

Application Programming Interface (API) A connective intermediary that allows different applications to communicate and exchange data .

Executed legal contract that defines the scope of the
Agreement products to be implemented and services to be performed .

Document or digital asset that establishes a record of an Artifact agreement, acceptance, project plan, or other project activity .

Business Process Practice, policy, procedure, guidelines , or functionality that the client uses to complete a specific job function .

Business Requirements Specifications used to describe Client requirements for contracted applications.

The step of the change control process whereby
Change Request changes in the scope of work, timeline, resources, and/or budget are documented and agreed upon by
participating parties.

Deliberate approach to addressing the transition of
Change Management organization goals or technology, enabling the successful adoption of change.

Resources that are solicited for opinion or expertise for Consulted a project activity (two-way communication) . [Also see RACI]
Activity and corresponding artifact at the end of each
Control Point stage that serves as a formal opportunity to review deliverables and required acceptance criteria.

Activity that determines and documents where data
Data Mapping [where applicable] from the legacy system will be placed in the new application(s) .

Deliverable A defined and verifiable document, service, or outcome produced as part of the project.

The cutover event at which you cease using the legacy
Go-Live system and conduct daily opera t ion in the live Production environment of t he Tyler software solution.

Participants that are kept up to date on an activity, often Informed only on completion of the task or deliverable (one-way communication) . [Also see RAC!]
The composite hardware, network resources and
Infrastructure services required for the existence, operation, and management of the Tyler system .

Interface The connection and exchange point of dat a between systems or applications .

Integration An established connection to exchange or share data between Tyler and/or third-party applications .

Legacy System The system from which you are t ransitioning .

Custom enhancement of our existing application to
Modification provide features or functions to meet your individual requirements documented within the scope of the
Agreement.

On-site Indicates the work location is at one or more of your physical office or work environments.

The process of changing an organization's strategies ,
Organizational Change processes, procedures , technologies , and culture, and the effect of such changes on the organization .

Output A product, result, or service generated by a process.

An auxiliary device that connects to and works with the Peripheral devices computer in some way. Ex: scanner, printer, POS, credit card swiper .

Production Cutover Synonymous with "Go-Live ."
Project The delivery of the applications and services per the agreement and the Statement of Work.

A matr ix describ ing the level of participation by various roles in completing tasks or deliverables for a project or RACI process. Individuals or groups are assigned only one of the following roles for a given task: Responsible (R),
Accountab le (A), Consulted (C), or Informed (I).

Remote Indicates the work location is at one or more of our physical offices or work environments.

Those who ensure a task is completed, either by
Responsible themselves or delegating to another resource. [Also see RACI]
Scope Product s and services that are documented in the Agreement.

The applications resulting in the connected system
Software Solution allowing users to meet project goals and gain anticipated efficiencies .

Stage The top-level components of the work breakdown
structure .

Standard Functionality that is included in the base application (off-the-shelf); is not customized or modified .

Document which provides supporting detail to the
Statement of Wor k (SOW) Agreement defin ing project-specific activities, services, and deliverables.

System The collective group of applications and hardware that are used by an organization to conduct business.

The steps or sequence of steps that will be used to
Test Scripts validate or confirm functionality, configuration, enhancement, or use case.

Document(s) that indicate how and when users will be
Training Plan trained relevant to their role in the implementation or use of the software solut ion.

The process of testing and approving a specific
Validation deliverable , process, or application is working as expected .

A hierarchical representation of a project or phase
Wor k Breakdown Structure (WBS) decompo sed into smaller, more manageable components .

Work Package A group of related tasks within a project.

City of Laguna Niguel
Appendix 1

9. Common Project Challenges
Based on the thousands of projects we have implemented , we have learned the common symptoms of what typically causes a project to struggle . We t hink it is important to acknowledge those potential pitfalls early so that we can work together to avoid them . Those common symptoms include:
• End-user preference to mimic the legacy system: Your users have been doing their jobs for a healthy period of time using buttons, clicks, and workflows that they are very familiar to them . Switch ing to a new software solution, even if it is more modern and better tracks best practices, feels disruptive . But that is a short -term pain, and we have to be passionate advocates of the long-term gain: the investment you have intentional ly made in a Tyler commercial off-the-shelf (COTS) software solution with an "evergreen" maintenance model that means your users wil l enjoy the latest and greatest features and functions long after this project goes live. It is not a marker of success or failure whether our software solution replicates the legacy system, and we must work together to ensure users are not making this assumption.
• Refusal to adapt legacy business processes: A close relative of the above is a refusal to adapt legacy business processes. Some of your existing business processes will likely be supported by an existing feature or configuration already available in our software solution. Some, however, will require an adjustment , whether because our software solution does not currently support it and/or because your existing business process is not current with today 's best practices . We need your partnership in helping your end users navigate this part of the change as well. • A lack of focus on change management : Both of the above symptoms will jeopardize project success if they are not neutralized by consistent, committed change management leadership. That engagement is most successfully driven by your executive sponsor who can absorb the individual concerns of constituents and help remind them of the long-term goals that might require compromise along the way. Our project team is committed to providing timely information and communications to your executive sponsor to keep them informed with the data relevant to their successful change management function .
• A binary perspective of project schedule : We understand the value of a predictable project schedule; however , we both must also acknowledge that factors outside our control will catch both of us by surprise . These include weather events, personnel issues and absences, calendar limitations, third­ party contingencies, and global contingencies, like pandemics. For this project to succeed, we need to control for scope as much as we can, we need to track project schedules as closely as possible, and we need to accept that when surprises hit, we'l l navigate them in good faith together . • Over-referencing to the procurement demonstration: If your procurement included a demonstration stage, then you or your colleagues enjoyed a demonstration by one or more of our solution consultants who showed you standard functions of the Tyler software solution . Those functions relied on "demo data" - so, anonymized, generic data that is not your data, following workflows that have not been specifically configured to your existing workflows . Until that data conversion successfully occurs, and the application(s) are configured according to your choices, you will not be able to test and see it working with "your" data and following "your" workflows. We often have clients who are confused when, shortly after project kickoff , they cannot see an end-to-end function of theirs run in our software solution compared to how it used to run in their legacy system. That confusion is usually heightened when they've seen a demonstration . The simple answer is, we are not there yet! City of Laguna Niguel
• The "fewer clicks" concern: We often hear confusion or frustration from end users who are trained on a discrete task or two and learn that what they used to do "in three clicks" now "takes four clicks." It is important to remember that the improved operational efficiency you are gaining from our software solution should be considered holistically, and not in the vacuum of a discrete task. And an "extra" step or two for a discrete task is usually the result of (a) not conforming a legacy business process to our software solution's functional offering; or (b) the need to update a legacy business process to better track current best practices.

Appendix 2

10. Assigned Project Resources
Without limiting the scope of the governa nce framework, including the escalation paths and change management principles, t hat is addressed in the Statement of Work, these are the assigned project resources for both our team and yours that we expect to participate in the project . Note: Often , especially for your project team members , one person serves in more than one role.

We may each decide to assign additional resources over the course of the project .

10.1 Tyler Roles & Responsibilities
Tyler Implementation Manager
Our implementation manager does not have day-to-day involvement with the project and instead serves as part of our escalation process. Our project managers consult our implementation manager on issues and outstanding decisions critical to the project. Our implementation manager works toward a solution with our project manager or with your management as appropriate . Our executive management is the escalation point for any issues not resolved at the implementation manager level. In addition, our implementation manager :
• Assigns our project personnel.
• Provides support for the project team .
• Provides management support for the project to ensure it is staffed appropriately, and staff have necessary resources .
• Mon itors project progress including progress towards agreed upon goals and objectives .

Tyler Project Manager
Our project manager(s) provides oversight for the project, coordinates our resources between departments, manages the project budget and schedule, manages project risk, and serves as the primary point of contact for all project related items. As requested by your project manager, our project manager provides regular updates to your steering committee and other members of our governance. Our project manager's role includes responsibilities in the following areas:

Contract Management
• Validates contrac t comp lia nce throughout the project. • Ensures deliverables meet contract requirements .
• Acts as a primary point of contact for all contract and invoicing questions . • Prepares and presents stage acceptance control points for signoff. • Coordinates change requests, if needed, to ensure proper scope and budgetary compliance .

Planning
• Defines project tasks and resource requirements .
• Develops initial project schedule and project management plan .

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Tyler Technologies, Inc.
• Collaborates with your project manager(s) to plan and schedule project timelines to achieve on-time implementation.

Implementation Management
• Tightly manages the scope and budget of project to ensure scope changes and budget planned versus actual are transparent and handled effectively and efficiently. • Establishes and manages a schedule and Tyler resources that properly support the project schedule and are also in balance with scope/budget .
• Establishes risk/issue tracking/reporting process for the project and takes all necessary steps to proactively mitigate these items or communicate with transparency to your project manager any items that may impact the outcomes of the project.
• Collaborates with your stakeholders to establish key business drivers and success indicators that will help to govern project activities and key decisions to ensure a quality outcome of the project. • Collaborates with your project manager(s) to set a routine communication plan that will aid all project team members in understanding the goals, objectives, status, and health of the project .

Resource Management
• Acts as a liaison between the project team and our manager(s) . • Identifies and coordinates all our resources across all applications , Phases, and activities including development , forms , installation, reports , implementation, and billing . • Provides direction and support to the project team.
• Manages the appropriate assignment and timely completion of tasks as defined in the project schedule, task list, and go-live checklist.
• Assesses our team 's performance and adjusts as necessary. • Consulted on in-scope third -party providers to align activities with ongoing project tasks.

Tyler Implementation Consultant
• Completes tasks assigned by our project manager(s).
• Documents activities for services performed by us.
• Guides your project team through application validation process following configuration . • Assists during go-live process and provides support until you transition to our Client Services. • Facilitates training sessions to ensure adequate discussion of the appropriate agenda topics during the allotted time.
• May provide conversion review and error resolution assistance.

Tyler Sales
• Supports Sales-to-Implementation knowledge transfer during the Initiate & Plan stage. • Provides historical information, as needed, throughout implementation . • Participates in pricing activities if additional licensing and/or services are needed.

Tyler Data Experts
• Validates that your data files are in proper format.
• Develops customized conversion programs, as necessary, to convert legacy system data into our database for Production use according to defined mapping . • Provides error reports on unsupported data conditions and the merging or normalization of data fields.
• Assists you with understanding and interpreting erro r reports. • Performs changes and corrections to customized conversion programs as you complete the data review .
• Provides conversion consulting and data-mapping assistance.

Tyler Technical Services
• Maintains Tyler infrastructure requirements and design document(s) . • Involved in system infrastructure planning/review(s) . • Provides first installation of licensed software with initial database on servers. • Supports and assists the project team with technical/environmental issues/needs. • Deploys Tyler products.

10.2 Client Roles & Responsibilities
Client Executive Sponsor
Your executive sponsor could also be referred to as the project champion . They best serve the project by providing strategic direction and communicating key issues about the project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all project issues escalated by the Client steering committee .

Client Steering Committee
Your steer ing committee embeds cultural change into the project . The steering committee oversees your project manager and project through regular internal meetings. Your steering committee remains updated on all project progress, project decisions, and achievement of proje ct milestones . Your steer ing committee also serves as the primary level of issue resolution for the project . • Understands and supports the cultural change necessary for the project and fosters an apprec iation for the proje ct's value throughout the organization.
• Works to resolve all decisions and/or issues not resolved at the project manager level as part of the escalation process.
• Attends all scheduled steering committee meetings.
• Provides support for the project team.
• Assists with communicating key project messages throughout the organization . • Prioritizes the project within the organization.
• Ensures the project is staffed appropriately and that staff have necessary resources . • Monitors project progress including progress towards agreed upon goals and objectives. • Has the authority to approve or deny changes impacting the following areas:
o Cost
o Scope
o Schedule
o Project Goals
o Client Policies
• Needs of other client projects .

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Client Project Manager
You shall assign project manager(s) prior to the start of this project with overall responsibility and authority to make decisions related to project scope, scheduling, and task assignment. Your project manager should communicate decisions and commitments to our project manager(s) in a timely and efficient manner . When your project manager(s) does not have the knowledge or authority to make decisions, he or she engages the necessary resources to participate in discussions and make decisions in a timely fashion to avoid project delays. The Client project manager(s) is responsible for reporting to your steering committee and determining appropriate escalation points.

10.2.1.1 Contract Management
• Validates contract compliance throughout the project. • Ensures that invoicing and deliverables meet contract requirements . • Acts as a primary point of contact for all contract and invoicing questions. • Collaborates on and approves change requests, if needed, to ensure proper scope and budgetary compliance.

10.2.1.2 Planning
• Reviews and accepts project planning documents.
• Defines project tasks and resource requirements for your project team. • Collaborates in the development and approval of the project schedule. • Collaborates with our project manager(s) to plan and schedule project timelines to achieve on-time implementation .

10.2 1.3 Implementation Management
• Tightly manages project budget and scope.
• Collaborates with our project manager(s) to establish a process and approval matrix to ensure that scope changes and budget (planned versus actual) are transparent and handled effectively and efficiently.
• Collaborates with our project manager(s) to establish and manage a schedule and resource plan that properly supports the project schedule as a whole and is also in balance with scope and budget. • Collaborates with our project manager(s) to establish risk and issue tracking and reporting process between both of us and takes all necessary steps to proactively mitigate these items or communicate with transparency to us any items that may impact the outcomes of the project. • Collaborates with our project manager(s) to establish key business drivers and success indicators that will help to govern project activities and key decisions to ensure a quality outcome of the project. • Routinely communica tes with both your staff and us, aiding in the understanding of goals, objectives, current status, and health of the project by all team members . • Manages the requirements gathering process and ensures timely and quality business requirements are being provided to Tyler.

10.2.1.4 Resource Management
• Acts as a liaison between project team and stakeholders. • Identifies and coordinates all Client resources across all modules , phases, and activities including data conversions, forms design, hardware and software installation, reports building, and satisfying invoices.
• Provides direction and support to the project team .
•
•
•
•
•
•
•
•
Builds partnerships among the various stakeholders , negotiating authority to move the project forward.

Manages the appropriate assignment and timely completion of tasks as defined .

Assesses team performance and takes corrective action, if needed .

Provides guidance to your technical teams to ensure appropriate response and collaboration with our Technical Support Teams to ensure timely response and appropriate resolution .

Owns the relationship with in-scope third-party providers and aligns activities with ongoing project tasks.

Ensures that users have appropriate access to our project toolsets as required .

Conducts training on proper use of toolsets .

Validates completion of required assignments using toolsets .

Client Change Management Lead(s)
• Validates that users receive timely and thorough communication regarding process changes. • Provides coaching to supervisors to prepare them to support users through the project changes. • Identifies the impact areas resulting from project activities and develops a plan to address them proactively .
• Identifies areas of resistance and develops a plan to reinforce the change. • Monitors post-production performance and new process adherence .

Client Functional Lead(s)
• Makes business process change decisions under time sensitive conditions . • Communicates existing business processes and procedures to our consultants . • Assists in identifying business process changes that may require escalation . • Contributes business process expertise for Current & Future State Analysis. • Identifies and includes additional subject matter experts to participate in Current & Future State Analysis.
• Validates that necessary skills have been retained by end users. • Provides project team members with dedicated time to complete required homework tasks. • Acts as an ambassador/champion of change for the new process and provides business process change support.
• Identifies and communicates any additional training needs or scheduling conflicts to your project manager.
• Actively participates in all aspects of the implementation , including, but not limited to, the following key activities :
o Task completion
o Stakeholder meeting
o Project management plan development
o Schedule development
o Maintenance and monitoring of risk register
o Escalation of issues
o Communication with our project team
• Coordination of your resources
o Attendance at scheduled sessions
o Change management activities
o Data analysis assistance
o Decentralized end user training
o Process testing
■
■
■
■
■
■
■
■
■
■
■
•
•
o Solution Validation.

Client Subject Matter Expert(s) Participates in project activities as required by the project team and project manager(s).

Provides subject matter expertise on your business processes and requirements .

Acts as subject matter expert and attends Current & Future State Analysis sessions as needed.

Attends all scheduled training sessions.

Participates in all required post-training processes as needed throughout the project.

Tests all application configuration to ensure it satisfies business process requirements .

Becomes application experts.

Participates in solution validation .

Adopts and supports changed procedures.

Completes all deliverables by the due dates defined in the project schedule .

Demonstrates competency with Tyler products processing prior to go-live .

Provides knowledge transfer to the Client staff during and after implementation .

Participates in conversion review and validation .

Client End User(s)
• Attends all assigned training sessions.
• Becomes proficient in application functions related to job duties . • Adopt s and util izes changed procedures.
• Completes all deliverables by the due dates defined in the project schedule . • Uses application to perform job functions at and beyond go-l ive.

Client Technical Lead
• Coordinates updates and releases with us as needed .
• Coordinates the copying of source databases to training/testing databases as needed for training days.
• Coordinates and adds new users, printers , and other per ipherals as needed . • Validates that all users understand log-on process and have necessary permission for all training sessions.
• Coordinates interface development for your third -party interface s. • Develops or assists in creating reports as needed .
• Ensures on-site system infrastructure meets specifications provided by us. • Assists with software deployment as needed .
• Extract s and transmits conversion data and control report s for your legacy system per the conversion schedule set forth in the project schedule .

Client Upgrade Coordination
• Becomes fam iliar with the software solution upgrade process and required steps. • Becomes familiar with our releases and updates.
• Uses our resources to stay abreast of the latest of our releases and updates , as well as the latest helpful tools to manage your upgrade process.
• Assists with the upgrade process during implementation. • Manage s upgrade activities post-implementation .
• Manage s upgrade plan activities .
• Coo rdinates upgrade plan activities with your and our resources. • Communicate s changes affecting users and department stakeholders.

City of Laguna Niguel
• Obtains department stakeho lder acceptance to upgrade Production environment.

Client Change Management Lead
• Validates that users receive time ly and thorough communication regarding process changes. • Provides coaching to supervisors to prepare them to support users through the project changes. • Identifies the impact areas resulting from project activities and develops a plan to address them proactively.
• Identifies areas of resistance and develops a plan to reinforce the change. • Monitors post-Production performance and new process adherence .

City of Laguna Niguel
Appendix 3

11. Conversion Appendix

11.1 Enterprise ERP Conversion Summary

11.1.1 Accounting

11.1.1.1 Accounting - Actuals
• Summary account balances
• Up to 5 years

11.1.1. 2 Accounting - Budgets
• Original budget, budget adjustments, revised budget summaries for accounts • Up to 5 years

11.1.2 Accounts Payable

11.1.2.1 Vendors
• Vendor Master file including names, addresses, SSN/FID, contacts , phone numbers • Multiple remittance addresses
• Year-to-date 1099 amounts

11.1.2.2 Accounts Payable - Checks
■ Check header data including vendor, warrant , check number , check date, overall check amount , GL cash account and clearing information
■ Check detail data including related document and invoice numbers for each check ■ Upto5years

11.1.2.3 Accounts Payable - Invoices
■ Invoice header data containing genera l information for the invoice • Invoice detail data containing line-specific information for the invoice • Up to 5 years

11.1.3 Project Accounting

11.1.3.1 Project Accounting Master Tables
■ Segments, account strings and fund st ring allocation table • Requires the use of a Tyler provided (Chart of Accounts) spreadsheet for design and entry of the data to be converted

11.1.3.2 Project Accounting -Actuals
• Summary project ledger string balances. If linking to GL, must be converted at the same time .

City of Laguna Niguel
Tyler Techno logies, Inc.
• Up to 3 years

11.1.3.3 Project Accounting- Budget
• Original project ledger budget amounts. If linking to GL, must be converted at the same time. • Up to 3 years

11.1. 4 Purchase Orders
• Open purchase orders header data including vendor, buyer, date, accounting information, etc. • Open purchase orders detail data including line-item descriptions, quantities, amounts, etc. • Closed purchase orders detail data, up to 5 years, including line-item descriptions, quantities, amounts, etc.

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Tyler Technologies, Inc. Page/ 37
Appendix 4

12. Additional Appendices

12. 1 Escalation Framework
Defines the structured escalation process and leadership engagement model to support timely resolution of project issues.

While we do not anticipate issues that cannot be effectively resolved by the assigned project team, we recognize that complex implementa t ions may occasionally require additional support . To ensure continued project success, we have established a structured escalation path that provides access to Tyler leadership when needed . All project-related issues, risks, or concerns should first be communicated to the Tyler project manager , who serves as the primary point of contact and is responsible for facilitating resolution in a timely manner . It is expected that the project manager will be given a reasonable opportunity to assess and address the issue before escalation occurs . If resolution cannot be achieved at the project team level, escalation may proceed through the defined leadership structure outlined below , ensuring appropriate visibility , alignment, and support at each level.

City of Laguna Niguel
Tyler Technologies, Inc.

Project Timeline

12.2 ERP Project Timeline
The Project Timeline establishes a targe t start and end date for each Phase of the Project. The timeline needs to account for resource availability, business goals, size and complexity of the Project, and task duration requirements. These will be reviewed and adjusted, if needed, during the Initiate and Plan Stage. Refer to the Project Stages section of this SOW for info rmation on work packages associated with each stage of the implementation .

The following dates may be revised based on the date the Agreement is signed and further refined during the course of the project. Tyler requires up to forty-five (45} days to move from Agreemen t signing to the Initiate & Plan Stage.

PROJECT TIMELINE
~
'e-&
.3 LLJ
tD Financials
2026
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
2027
Jul
Phase Functional Area(s) Modules Start Date Go-Live Date 1 Financials • Accounting August 2026 July 2027 Phase Months:
• Accounts Payable
• Budgeting or as defined or as defined 11
• Cash Management in the Project in the Project
• Capital Assets Plan and Plan and
• Contract Management mutually mutually Average
• Purchasing agreed upon agreed upon
• Project & Grant Account ing Days/Month :
• Accounts Receivable ~G
• General Billing
System Wide • Analytics & Reporting w/
Executive Insights
• Enterprise Forms
• Content Manager Core
• Enterprise ERP Admin &
Security
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I