Monterey City Council
October 21, 2025

Council Chamber,
580 Pacific St.

Monterey, California

CITY COUNCIL AGENDA

AMENDED
Council Regular Meeting and
Closed Session
Tuesday, October 21, 2025
4:00 PM
Mayor
Tyller Williamson
Councilmembers
Kim Barber, District 1
Ed Smith, District 2
Jean Rasch, District 3
Gino Garcia, District 4
City Manager
Hans Uslar
City Attorney
M. Christine Davi
HOW TO PARTICIPATE IN THIS MEETING:
 In-Person: At the meeting location listed above.
 Remotely via ZoomGov webinar:
o On a computer or smartphone: https://monterey-org.zoomgov.com/j/1607729333 Zoom software must be up-to-date. For help, please use our Zoom Meeting Instructions. o By telephone dial 833-568-8864 (Toll Free), 669-254-5252 (CA) or 646-828-7666 (NY). If one number doesn’t work, please try another. Enter Webinar ID: 160 772 9333 # If asked for participant ID, press #. To raise your hand (or lower it), dial *9. Once called upon, dial *6 to unmute.
 This meeting will also stream live for viewing only on youtube.com/cityofmonterey (~10 second delay) and on Comcast Channel 25 (up to 90 second delay).  Written comment: Emailed comments to [email protected] sent no later than ½ hour before the start of the meeting (sooner preferred) are not read aloud but are made available to the Council and public at monterey.gov/submitted-comments.

PUBLIC COMMENT PROCEDURES AND TIME LIMITS:

The total amount of time allocated for public comment on a particular issue and for each individual speaker is generally as follows:

1. Up to three minutes per speaker.

2. For regular City Council meetings, there are two 15-minute public comment periods, one in the afternoon and one in the evening. Speakers may only comment during one session.

3. The total time allocated for public comment:
a. 30 minutes per item – Public Appearance and Public Hearing items b. 15 minutes per item – All other items (including, but not limited to, Consent, Closed Session, Presentations, and Requests to Agendize)
At the time an item is considered, the Mayor will ask those attending the meeting in person to line up at the podium or raise their hands, and for remote participants to use *9 on the telephone or the “raise hand” function in Zoom, if they wish to address the City Council. The maximum amount of time for each person to speak and the total amount of time allotted for each item will be determined based on the number of people indicating an interest in speaking and the amount of business to be conducted on the agenda. In exceptional circumstances and when necessary to ensure a full opportunity for public input, the Mayor may, with the legislative body’s consent, adjust the amount of time allowed for public input and/or the time allotted for each speaker.

CAMPAIGN CONTRIBUTION DISCLOSURE: Pursuant to the Levine Act (Govt. Code §84308), any party to a permit, license, contract, or other entitlement before the Council is required to disclose on the record any contribution, including aggregated contributions, of more than $500 made by the party or the party's agents within the preceding 12 months to any City official. Participants and agents are requested to make this disclosure as well. The disclosure must include the name of the party, participant, or agent, and any other person making the contribution; the name of the recipient, the amount of the contribution, and the date the contribution was made.

October 21, 2025 4:00 PM
2 Teleconference Notice
A “Just Cause” teleconference attendance notification was received on Monday, October 20, 2025 from Councilmember Barber, who will make a brief statement at the beginning of the meeting regarding the general description of the circumstances requiring remote participation.

AFTERNOON SESSION: 4:00 p.m. to 6:00 p.m.

Call to Order
General Public Comments
The public may speak to any item that is not on the agenda and that is in the City of Monterey’s subject matter jurisdiction.

Consent Agenda
All matters listed under Consent Agenda are routine and will be adopted by one motion unless a member of the City Council or the public requests discussion or a separate vote.

Consent: Approval of Minutes

1. September 16, 2025 (Not a Project Under CEQA per Article 20, Section 15378, and Under General Rule Article 5, Section 15061)
Consent: Ordinances
An ordinance is a law adopted by the City Council and codified in the City Code. Through the adoption of an ordinance, the City may make and enforce within its limits all local, police, sanitary, and other laws not in conflict with state or federal law. An ordinance generally becomes effective 30 days after approval at a second reading.

2. 1st Reading of an Ordinance Adopting Parts of the 2025 California Building Standards Code (California Code of Regulations, Title 24), Including Local Amendments, and the 2024 International Property Maintenance Code (Not a Project under CEQA per Article 20, Section 15378 and General Rule Article 5 Section 15061) Consent: Resolutions
A resolution is an expression of opinion or evidence of a decision made by the City Council and often relates to administrative business of the City. Resolutions generally become effective immediately upon adoption.

3. Award a Contract in the Amount of $3,869,740 to Tyler Technologies, Inc. for an Enterprise Resource Planning System and Project Management and Implementation Services (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061)

4. Authorize a Memorandum of Agreement with Monterey One Water for the 2025 Monterey Regional Stormwater Management Program (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061)

5. Authorize an Amendment to the Professional Services Agreement with SJ Construction Management for Construction Management and Resident Engineering Services for the Del Monte and Casa Verde Recreational Trail Intersection Improvement Project to Increase the Not-To-Exceed Amount From $367,998.74 to $529,658.40 and Extend the Contract by Six Months (Exempt from CEQA, Article 19, Section 15301, Class 1) ***CIP/NCIP***
October 21, 2025 4:00 PM
3 6. Authorize the City of Monterey Fire Department to Accept the Assistance to Firefighters Grant Funding Award and Appropriate 10% Cost Share Funds for the Paramedic Program (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)
Consent: Other

7. Appoint Agency Negotiators for Conference with Real Property Negotiators Pursuant to Government Code Section 54956.8; Property: 886 Cannery Row; Agency Negotiators:

Kimberly Cole and Janna Aldrete; Negotiating Parties: Monterey Bay Aquarium Foundation; Under Negotiation: Review of Rent (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061) End of Consent Agenda
Adjourn to City Council Meeting
Afternoon Session Items
Public Hearing (Afternoon)
Public Hearings are held to receive a staff presentation and public comment on certain items prior to City Council action. NOTICE CONCERNING YOUR LEGAL RIGHTS: If you challenge the City Council’s zoning, planning, or land use decision in court, you may be limited to raising only those issues you or someone else raised at the public hearing on the matter, or in written correspondence delivered to the City at the time of or prior to the public hearing. (Government Code section 65009.)

8. Adopt the Planning Commission Recommendation and Approve 1st Reading of an Ordinance Amending Chapter 38, Section 38-112.5 of the Monterey City Code to Establish Local Density Incentives for Qualifying Housing Projects (CEQA: Certified Environmental Impact Report (SCH No. 2023080034), Article 11, Section 15168(c)) Public Appearance (Afternoon)
Public Appearance items are on non-routine issues that might stimulate public interest and comments.

9. Adopt a City Council Engagements and Travel Reimbursement and Expenditure Policy and Amend Budget Resolution 25-058 to Increase City Council Travel Allocation by $7,200 (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)
Adjourn to Closed Session
The City Council will take public comments on closed session items before convening to closed session.

Closed Session (Afternoon)
Part or all of a meeting may be closed to the public under special conditions. Council can consider only matters covered in the agenda descriptions.

10. Closed Session Conference with Real Property Negotiators Pursuant to Government Code Section 54956.8
Property: 886 Cannery Row
Agency Negotiators: Kimberly Cole and Janna Aldrete
Negotiating Parties: Monterey Bay Aquarium Foundation
Under Negotiation: Review of Rent
October 21, 2025 4:00 PM
4 (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061)

11. Conference with Legal Counsel, Existing Litigation Pursuant to Government Code section 54956.9(2):

1. Zilinskas v. City of Monterey (United States District Court, Northern District of California, Case No. 5:25:-cv-07506-VKD)

2. Nissim v. City of Monterey (Monterey County Superior Court Case No. 25CV004949)

3. Nissim v. City of Monterey (Monterey County Superior Court Case No. 25 CV004945)
(Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)
Recess
Reconvene
EVENING SESSION AGENDA: 7 p.m. to 10:30 p.m.

No discussion of a new item will be started after 10:30 p.m. unless agreed upon by Council.

Pledge of Allegiance
General Public Comments, Continued
Any person who did not offer a general public comment in the afternoon session may speak to any item that is not on the agenda and that is in the City of Monterey’s subject matter jurisdiction.

Announcements from Closed Session
Evening Session Items
Public Appearance (Evening)
Public Appearance items are on non-routine issues that might stimulate public interest and comments.

12. Provide Direction on How to Reduce the $6 Million Budget Deficit for FY 2026/27 and the City’s $10 Million Structural Budget Deficit (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061) Council Comments
Councilmembers may ask a question for clarification, make a brief announcement, or make a brief report on their activities. In addition, Councilmember or the City Council may provide a referral to staff or other resources for factual information. (Government Code section 54954.2(a)(3).)
City Manager Reports
The City Manager may make a brief report on their activities or a brief announcement. They may also ask for clarification or direction regarding scheduling of Council meetings and study sessions.

Adjournment
Writings distributed for discussion or consideration on these matters within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, are available at: monterey.gov/submitted-comments and in the City Manager’s Office at 580 Pacific St., Room 1, Monterey, CA 93940 during regular business hours. All October 21, 2025 4:00 PM
5 comments and materials provided to the Council become part of the public record. Members of the public who comment in any fashion on an agenda item may be subject to the Levine Act which requires disclosure of campaign contributions of more than $500 to an officer of the City within the preceding 12 months.

INTERPRETATION: The Monterey City Council invites and encourages public participation at its meetings.

Requests for language interpretation may be made by contacting the City Clerk at [email protected] or 831-646-3935. The City Clerk will make every effort to accommodate requests for interpreter assistance.

Requests should be made as soon as possible in advance of any meeting of the City Council. The City is committed to addressing language interpretation requests swiftly in order to maximize public participation.

ACCESSIBILITY: The City of Monterey is committed to including people with disabilities in all of its services, programs and activities. In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, including to coordinate the use of a hearing device, please contact [email protected] or (831) 646-3935. Notification 30+ hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting [28 CFR 35.102-

35.104 ADA Title II]. Later requests will be accommodated to the extent feasible. For communication-related assistance, dial 711 to use the California Relay Service (CRS) to speak to City offices. CRS offers free text-tospeech, speech-to-speech, and Spanish-language services 24 hours a day, 7 days a week.

CITY OF MONTEREY 24-HOUR SUGGESTION HOTLINES: (831) 646-3799 or [email protected] Upcoming city meetings are listed at monterey.gov/agendas For more information, call (831) 646-3935

MINUTES

CITY COUNCIL REGULAR MEETING

CITY OF MONTEREY
Tuesday, September 16, 2025
4:00 PM
COUNCIL CHAMBER, 580 PACIFIC ST.

MONTEREY, CALIFORNIA
Councilmembers

Present: Barber, Garcia, Rasch, Williamson

Absent: Smith
City Staff

Present:

City Manager, Assistant City Manager, City Attorney, Finance Director, Community Development Director, Human Resources Director, Public Works Director, City Clerk, Assistant Finance Director, Assistant Human Resources Director, Deputy Public Works Director/City Engineer, Housing Manager, General Services Superintendent, Assistant Fire Chief, Assistant Police Chief, Lieutenant, Recreation Manager, Senior Administrative Analyst (Police), Community Service Officers (4), Administrative Assistant (Police), Engineering Assistant II, HCD Coordinator - Projects and Programs, Engineering Assistant
AFTERNOON SESSION (4:00 p.m.)
Call to Order
Mayor Williamson called the meeting to order at 4:00 p.m.

Pledge of Allegiance
Councilmember Rasch led the Pledge.

Presentations (Afternoon)

1. Recognize September 2025 as Hispanic Heritage Month (Not a Project Under CEQA per Article 20, Section 15378, and Under General Rule Article 5, Section 15061) Action: Recognized Hispanic Heritage Month
Councilmember Garcia presented the proclamation and together with Mayor Williamson spoke about the importance of recognizing Hispanic heritage.

Mayor Williamson limited public comments to two minutes per speaker. Public comment was received from: Daniel Armendariz, Esther Malkin, and Gary Cursio of the Monterey County Hospitality Association, who spoke in support of the recognition; and Bryan Rosen and Lorna Moffat, who spoke in partial disagreement.

2. Recognize City Employees for Milestone Anniversaries and Retirements in 2025 (Not a Project Under CEQA per Article 20, Section 15378, and Under General Rule Article 5, Section 15061)
Action: Recognized employees
The Council recognized, and Public Works Director Renny and Assistant Police Chief Bruno made remarks praising: Senior Street Maintenance Worker Garcia for achieving the milestone of 30 years of service to the City; Parking Maintenance Worker Chavez, Street Maintenance Date: 10/21/2025
Item No.: 1.

Council Regular Meeting, 10/21/2025, Item No. 1., Item Page 1, Packet Page 6 City Council Minutes September 16, 2025
2 Leadworker Fernandez Valdez, Custodian Luna, and Parking Enforcement Supervisor Mendez, each for achieving the milestone of 25 years of service to the City; Engineering Projects Manager Anderson, Assistant Police Chief Mike Bruno, Police Lieutenant Kaster, and Police Sergeant Ruttschow, each for acheiving the milestone of 20 years of service to the City; and former Automotive Mechanic Frank Gentry for his recent retirement after 24.7 years of service to the City.

Mayor Williamson limited public comments to two minutes per speaker. Public comment on the matter was received from: an unidentified woman who complimented City staff; Bryan Rosen, who asked the Police Department to declare they would not cooperate with illegal federal orders; and Esther Malkin, who celebrated the recognition of the Police Department staff members.

General Public Comments
Based on the number of individuals indicating they would speak, Mayor Williamson limited public comments to two minutes per speaker. Public comment on non-agendized matters was received from: Jerilynn Smith-Crivello, two unidentifed women, Daniel Armendariz, Bryan Rosen, Lorna Moffat, Mira Nissim, Pat Venza, and Esther Malkin. During public comment, Councilmember Barber left the Chamber from 4:55 p.m. to 4:57 p.m.

Consent Agenda
Public comment was not received. City Manager Uslar noted that the resolution for Item 7 would accurately reflect that the provision of ambulance services would begin in October 2025, not July 2025.

On a motion by Councilmember Barber, seconded by Councilmember Rasch, and carried by the following vote, the City Council approved the Consent Agenda:

AYES: 4 COUNCILMEMBERS: Barber, Garcia, Rasch, Williamson NOES: 0 COUNCILMEMBERS: (None)
ABSENT: 1 COUNCILMEMBERS: Smith
ABSTAIN: 0 COUNCILMEMBERS: (None)
RECUSED: 0 COUNCILMEMBERS: (None)
Consent: Approval of Minutes

3. September 2, 2025 Regular Meeting (Not a Project Under CEQA per Article 20, Section 15378, and Under General Rule Article 5, Section 15061) Action: Approved (4-0-1, Councilmember Smith absent)
Consent: Award of Construction Contracts

4. Award a Construction Contract in the Amount of $329,201.00 to Granite Rock Company for the 2400 Block of North Fremont Street Pavement Rehabilitation Project (Exempt from CEQA, Article 19, Section 15301, Class 1)
Action: Adopted Resolution No. 25-095 C.S. (4-0-1, Councilmember Smith absent) Consent: Resolutions

5. Award a Public Works Contract in the Amount of $500,000 to Energen Systems Incorporated for Generator Service and Repair Job Order Contract ***IGSA*** (Categorically Excluded from NEPA 32 CFR, Part 651, Section II(g)(1) (CEQA Not a Project))
Action: Adopted Resolution No. 25-096 C.S. (4-0-1, Councilmember Smith absent) Council Regular Meeting, 10/21/2025, Item No. 1., Item Page 2, Packet Page 7 City Council Minutes September 16, 2025
3 6. Authorize a PG&E Electric Vehicle (EV) Fleet Program Terms and Conditions Contract, Letter of Commitment, and Oversized Switchgear Acknowledgement Related to the EV Charger Project at the City Corporation Yard (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061) Action: Adopted Resolution No. 25-097 C.S. (4-0-1, Councilmember Smith absent)

7. Adopt Side Letter Agreement to the Memorandum of Understanding (MOU) With Monterey Fire Fighters' Association (MFFA) effective July 1, 2024 through June 30, 2027 to Address Updates Related to the Provision of Ambulance Services to the City of Carmel-by-the-Sea (Not A Project Under CEQA Article 20, Section 15378 And Under General Rule Article 5, Section 15061)
Action: Adopted Resolution No. 25-098 C.S. (4-0-1, Councilmember Smith absent)

8. Award a Job Order Contract in the Amount of $500,000 to Silicon Valley Mechanical, Inc. for HVAC Maintenance, Service, and Repair Job Order Contract ***IGSA*** (Exempt from CEQA, Article 19, Section 15301, Class 1) (Categorically Excluded from NEPA 32 CFR, Part 651, Section II(g)(1))
Action: Adopted Resolution No. 25-099 C.S. (4-0-1, Councilmember Smith absent)

9. Authorize the Human Resources Department to Access State and Federal Level Summary Criminal History Information for Employment with the City of Monterey (Including Volunteers and Contract Employees) (Not A Project Under CEQA, Per Article 20, Section 15378 And Under General Rule Article 5, Section 15061) Action: Adopted Resolution No. 25-100 C.S. (4-0-1, Councilmember Smith absent) End of Consent Agenda
Adjourn to Ocean View Community Services District Meeting The City Council adjourned to the Ocean View Community Services District Meeting.

Ocean View Community Services District Meeting: Consent Agenda

10. Receive Ocean View Community Services District Quarterly Report (Not a Project under CEQA per Article 20, Section 15378 and General Rule Article 5, Section 15061) Action: Received report
City Attorney Davi briefly noted that there was nothing new to report beyond the update in the agenda report. Public comment on the matter was not received.

Adjourn to City Council Meeting
The Ocean View Community Services District Board of Directors adjourned back to the City Council meeting.

Afternoon Session Items
Public Hearing (Afternoon)

11. Adopt the Fiscal Year (FY) 2024-2025 Consolidated Annual Performance and Evaluation Report (CAPER), Authorize Submission to the U.S. Department of Housing and Urban Development, Hold a Public Hearing on Community Development Needs, and Authorize Council Regular Meeting, 10/21/2025, Item No. 1., Item Page 3, Packet Page 8 City Council Minutes September 16, 2025
4 the City Manager to Make Administrative Changes to the Draft CAPER document and after the Submittal as Requested by the U.S. Department of Housing and Urban Development HUD (Exempt from NEPA per 24 CFR Part 58 and from CEQA per Article 19, Section 15301, Class 1, 15306, Class 6 and 15326, Class 26) Action: Held public hearing; Adopted Resolution No. 25-101 C.S. (4-0-1, Councilmember Smith absent)
Housing Analyst Verania gave the staff presentation and answered Councilmembers' questions.

Public comment on the matter was received from: Nancy Soulé, who asked non-related questions about the rental inventory; Tom Reeves, who asked about repercussions if affordable properties were left in poor condition; and Staci Alziebler-Perkins of Gathering for Women Monterey, who thanked the Council for their support of those working to help the homeless.

On question from the Council, City Manager Uslar provided context about the condition of affordable units, stating that generally they were left in good condition, and that between owners the City completed standard repairs such as painting and updating floors to make them ready for the next owner.

The Council expressed their gratitude for, and pride about, the programs and assistance provided by the Housing Division.

On a motion by Councilmember Barber, seconded by Councilmember Garcia, and carried by the following vote, the City Council adopted Resolution No. 25-101 C.S.:

AYES: 4 COUNCILMEMBERS: Barber, Garcia, Rasch, Williamson NOES: 0 COUNCILMEMBERS: (None)
ABSENT: 1 COUNCILMEMBERS: Smith
ABSTAIN: 0 COUNCILMEMBERS: (None)
RECUSED: 0 COUNCILMEMBERS: (None)
Public Appearance (Afternoon)

12. Presentation on the City's Plan to Solicit Public Opinion on Potential Tax Measures to Reduce the City's $10 Million Structural (Annual) Budget Deficit (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061) Action: Received presentation
City Manager Uslar and Assistant City Manager Rojanasathira gave the staff presentation and answered Councilmembers' questions together with Lucia Del Puppo of FM3 Research.

Public comment was received from: Nancy Soulé, who suggested a written survey instead of or together with a phone survey; Marta Kraftzeck, who echoed Ms. Soulé's comments and spoke against a bond measure; Martine Watkins of the Monterey Bay Aquarium, who spoke against the strategy of adding an admissions tax; Tom Reeves, who asked for clarification about the stormwater fee strategy; Nina Beety, who spoke in favor of increasing sales tax and Transient Occupancy Tax ("TOT") and adding a vacancy tax, and provided thoughts on other strategies under consideration; and Esther Malkin, who spoke in opposition to a streaming tax unless it could be limited to tourists, and provided thoughts on other strategies under consideration.

The Council discussed the matter. It was asserted that the suggested randomized polling was the best way to get voter sentiment on all of the considered tax measures. The suggestion was posed that there might be a way to structure a potential bond for a public safety facility so that it was not Council Regular Meeting, 10/21/2025, Item No. 1., Item Page 4, Packet Page 9 City Council Minutes September 16, 2025
5 assessed on homeowners' property taxes. In response to public comment, it was stressed that the City was independently audited regularly and that the results were published on the City's website.

On question from the Council, City Manager Uslar and Public Works Director Renny outlined the upcoming two-step process for instituting stormwater fees to be collected via property tax. It was noted that this would involve a Proposition 218 process with a majority vote by affected property owners and that City staff aimed to complete the process by August 2026. Assistant City Manager Rojanasathira outlined the current polling plan that would target 400 voters for the June election and 500 voters for the November election, and clarified that the polling would be done with a combination of telephone calls, text messages, and email messaging. During the conversation, Councilmember Garcia left the Chamber from 6:06 p.m. and returned at 6:08 p.m.

The Council expressed the position that the potential 0.375% sales tax measure should be polled for the June 2026 primary ballot, and that the City should not combine that discussion with polling regarding an extension of Measure G. It was stated that it would make sense to place a Measure P/S renewal tax measure on the November 2026 ballot, which it was stated had strong community support. Lastly it was suggested that the City follow up with a Measure G sales tax renewal measure on the ballot in November 2028. It was stressed that the data from polling would help drive the Council's decisionmaking.

13. Approve or Deny Creating an Ad Hoc Committee for the recruitment of the City Manager (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061)
Action: Created an Ad Hoc Committee of one, and appointed the Mayor to this role (3-1-1, with Councilmember Rasch voting no and Councilmember Smith absent) Human Resources Director Neal gave a brief verbal staff presentation explaining the concept of an ad hoc committee. Mayor Williamson provided a further explanation, stating that the Bob Murray & Associates recruiting firm had suggested the formation of an ad hoc committee, in the interest of efficiency, that would review the recruitment brochure and managing timelines and milestones. Both of them answered Councilmembers' questions together with Vice Mayor Garcia.

Public comment was received from Marta Kraftzeck, Esther Malkin, and Nina Beety, all in opposition to forming an ad hoc committee.

Human Resources Director Neal noted that working with the recruiter on the brochure and timelines would be an appropriate duty for her role. The Council debated whether Council eyes should remain on the process or whether staff involvement would be sufficient.

A motion was introduced by Councilmember Barber to deny forming an ad hoc committee and instead to directed that Human Resources Director Neal would be the "second pair of eyes" on the recruitment process.

The motion failed for the lack of a second.

A motion was introduced by Councilmember Rasch to review the brochure in public at a special Council meeting on September 24, 2025.

The motion failed for the lack of a second.

It was suggested that one member of the Council could conduct the work that had been proposed for an ad hoc committee, and it was discussed which member should be appointed.

Council Regular Meeting, 10/21/2025, Item No. 1., Item Page 5, Packet Page 10 City Council Minutes September 16, 2025
6 On a motion by Mayor Williamson, seconded by Councilmember Garcia, and carried by the following vote, the City Council created an ad hoc committee of one and appointed the Mayor to serve in this role:

AYES: 3 COUNCILMEMBERS: Barber, Garcia, Williamson
NOES: 1 COUNCILMEMBERS: Rasch
ABSENT: 1 COUNCILMEMBERS: Smith
ABSTAIN: 0 COUNCILMEMBERS: (None)
RECUSED: 0 COUNCILMEMBERS: (None)
Council Comments
Councilmember Barber thanked everyone for being present on such a beautiful day.

City Manager Reports
City Manager Uslar announced that the City's new website would launch on September 30, Parking Day would be held on Alvarado on September 19, and that visitors from Monterey's Sister City of Nanao, Japan would be visiting the City on September 26 and 27. He said that the City Hall in Your Corner over the weekend had been a success. He said that two tree ordinance meetings would take place soon.

Adjournment
The City Council adjourned at 6:49 p.m.

Respectfully Submitted, Approved,
Clementine Bonner Klein Tyller Williamson
City Clerk Mayor
Council Regular Meeting, 10/21/2025, Item No. 1., Item Page 6, Packet Page 11 Council
Agenda Report
№11/25
FROM: Kimberly Cole, AICP, Community Development Director Andrew Miller, Fire Chief
Prepared By: Lori L Williamson, CBO, Chief Building Official, and Justin Cooper, Division Chief – Fire Marshal
SUBJECT: 1st Reading of an Ordinance Adopting Parts of the 2025 California Building Standards Code (California Code of Regulations, Title 24), Including Local Amendments, and the 2024 International Property Maintenance Code (Not a Project under CEQA per Article 20, Section 15378 and General Rule Article 5 Section 15061)
RECOMMENDATION:

That the City Council pass to print this Ordinance adopting the 2025 edition of the California Building Standards Code with local amendments and the 2024 International Property
Maintenance Code
VALUE DRIVERS:

In collaboration with our community partners, work to improve the quality of life of all of our community members by fostering diversity, equity, and inclusion; championing equitable access to affordable housing; and maintaining a safe environment.

POLICY IMPLICATIONS:

The California Building Standards Commission establishes a statewide Building Standards Code for use throughout
California. Local jurisdictions may adopt amendments to the California Building Standards Code to provide adequate
protection to the communities they serve.

Adopting and amending the California Building Standards Codes (Title 24) every three years is consistent with State law requirements. The City may amend the standards if such
amendments are necessary to address local climatic,
geological, topographical, and may include local
environmental conditions for CALGreen (See, e.g., Health & Safety Code section s18941.5, 17958, 13869; California
Building Code sections 1.13, 1.18, and 1.85.6; and CALGreen Code section 101.7.)

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT)
APPLIES: No.

Agenda Report Highlights
 The City Council is
recommended to adopt the
2025 California Building
Standards Code and 2024
International Property
Maintenance Code, including
local amendments.
 Local amendments address
specific climatic, geological,
and topographical conditions,
such as sewage backup risks
and fire hazards in wildlandurban interface areas.
 Updates include modernizing
fire code provisions,
streamlining wildfire-resistant
construction standards, and
improving procedural clarity for
permits.
 Adoption of Title 24 is
mandatory statewide, but local
amendments require express
findings to be effective.

Date: 10/21/2025
Item No.: 2.

Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 1, Packet Page 12 №11/25
FISCAL IMPLICATIONS:

All funding associated with the adoption of the California Building Standards Codes (Title 24) has been budgeted as part of the FY 2025/26 budget.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA) (CCR, Title 14, Chapter 3 ("CEQA Guidelines”), Article 20, Section 15378). in addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter, adoption of State-mandated building safety codes traditionally seen as ministerial actions, does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

ALTERNATIVES CONSIDERED:

The City of Monterey may choose not to formally adopt the 2025 California Building Standards Code (Title 24). Even if a local government does not adopt Title 24 by ordinance, Title 24 becomes the applicable code for all building occupancies by default. . This is established in the California Health and Safety Code (HSC) Sections 17950, 17958, and 18938(b), and reinforced in California Building Code (CBC) Chapter 1, Division 1, Section 1.1.3, which states that the California Building Standards Code applies to all occupancies throughout the state, including those within local jurisdictions that have not enacted their own adopting ordinances.

Various state laws authorize local governments and fire protection districts to adopt ordinances that make amendments to the building standards in Title 24. Each of the state laws authorizing local amendments includes specific requirements to be satisfied before the amendments may be effective or operative.

Local amendments to building standards require express findings for each amendment, addition, or deletion based on local climatic, topographical, geological, or environmental conditions and must be more restrictive than those provided in the code. Specific examples of local amendments will be found in the following discussion section of this report. Should the City choose not to adopt the ordinance, it will be unable to implement any local amendments.

DISCUSSION:

The California Building Standards Code (Title 24 of the California Code of Regulations) is updated every three years through the adoption and amendment of the most recent editions of nationally recognized model codes. These include the 2024 editions of the model codes published by the International Code Council (ICC), the International Association of Plumbing and Mechanical Officials (IAPMO), and the National Fire Protection Association (NFPA). Each update incorporates lessons learned from post-disaster investigations, technological advancements, and improvements in construction practices to enhance public safety, energy efficiency, and accessibility.

Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 2, Packet Page 13 №11/25
This ordinance adopts the 2025 editions of the California Building Standards Code and carries forward the City’s previously adopted local amendments to the California Building Code, California Residential Code, and California Plumbing Code. Local amendments to the California Fire Code have been comprehensively reviewed and reorganized to align with the updated chapter and section numbering of the 2025 edition. As part of this process, the Monterey Fire Department met with adjacent jurisdictions, including the County of Monterey, to coordinate regional consistency where feasible.

The proposed amendments to the California Building Code and California Residential Code are administrative in nature and do not require findings based on local climatic, topographical, or geological conditions. These amendments are intended to improve procedural clarity and fairness, including provisions authorizing the Building Official to grant extensions of permit applications and issued permits under specified conditions.

The proposed amendment to the California Plumbing Code continues an existing requirement for the installation of backwater valves on certain building sewers, based on local topographical conditions that create a risk of sewage backup. This requirement remains substantively unchanged from prior editions, with only its location within the updated code being modified for consistency.

This ordinance also modernizes the City’s local amendments to the California Fire Code by eliminating duplicative or conflicting provisions and restating remaining amendments with updated findings based on local climatic, geographical, and topographical conditions. These amendments address unique hazards associated with the City’s municipal wharves, establish fire sprinkler requirements for specific building types and conditions, and outline defensible space provisions in wildland-urban interface areas. In addition, clarifying language has been added to define the scope of residential alterations that would trigger fire sprinkler requirements.

A notable change in the 2025 code cycle is the creation of a new California Wildland-Urban Interface Code (Title 24, Part 7), which consolidates all previously scattered wildfire-resistant construction provisions into a single, dedicated code. Rather than imposing a new set of regulations, this code reorganizes and integrates existing content from prior versions of the California Building Code (Chapter 7A), California Residential Code (Section R337), and California Fire Code (Chapter 49). The result is a more streamlined and user-friendly format for applying ignition-resistant construction standards in designated fire hazard areas. The City will continue to enforce these requirements as applicable within identified Fire Hazard Severity Zones.

KC/llw/jc
Attachments: 1. Ordinance
e: [email protected]
c: California Building Standards Commission
c/o Beth Maynard
2525 Natomas Park Drive, Suite 130
Sacramento, CA 95833-2936
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.gov/Submitted-Comments
Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 3, Packet Page 14 ORDINANCE NO. ____ C.S.

AN ORDINANCE OF THE COUNCIL OF THE CITY OF MONTEREY
№09/24
ADOPTING PARTS OF THE 2025 CALIFORNIA BUILDING STANDARDS CODE (CALIFORNIA CODE OF REGULATIONS, TITLE 24), INCLUDING LOCAL AMENDMENTS AND THE 2024 INTERNATIONAL PROPERTY MAINTENANCE CODE
THE COUNCIL OF THE CITY OF MONTEREY DOES ORDAIN, as follows:

SECTION 1:

WHEREAS, the City intends to adopt parts of the California Building Standards Code, including the 2025 editions of the California Building Code, Existing Building Code, Residential Code, Plumbing Code, Electrical Code, Mechanical Code, Green Building Standards Code, Fire Code, Wildland-Urban Interface Code, Energy Code, and the 2024 edition of the International Property Maintenance Code, except as otherwise provided in Chapters 9 and 13 of the Monterey City Code;
WHEREAS, pursuant to Sections 17958, 17958.7, and18941.5 of the California Health and Safety Code, the City, before making modifications to the California Building Standards Code, must make an express finding that such modifications are reasonably necessary because of local climatic, geological, or topographical conditions; WHEREAS, the Monterey City Council finds that a departure from the California Building Standards Code is reasonably necessary to provide specific and greater protection to the public health, safety, and welfare than afforded by the California Building Standards Code due to local climatic, geographical, or topographical conditions;
WHEREAS, consistent with AB 130, changes made in this ordinance that are applicable to residential units are either the same or substantially equivalent to a change previously filed by the City and that were in effect as of Sept. 30, 2025, or the change is related to home hardening;
WHEREAS, the City has established specific amendments that are more restrictive than the State Building Standards Code based on the following:.

Profile of the City of Monterey:

The City encompasses an area of 8.62 square miles of land and 3.47 square miles of water, with resident population of 29,874 as of 2021. (Source: U.S. Census Bureau) Due to the significant visitor population to the City, the actual population is considered by many studies to exceed 70,000 during a given daytime period. The City of Monterey borders the Cities of Pacific Grove, Seaside, Carmel-by-the-Sea, and Del Rey Oaks, as well as the unincorporated County of Monterey, the Monterey Peninsula Airport District, and the Pacific Ocean.

The placement of the residential and commercial development is restricted not just by political boundaries, but by geological features such as the ocean, ridges, foothills, mesas, and canyons.

Throughout the City there are major roadways and highways that create barriers. Other Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 4, Packet Page 15 barriers considered are the military facilities and federal enclaves, which include the United States Army, Presidio of Monterey, United States Naval Postgraduate School, and the United States Coast Guard Station.

Climatic I: The climate weather patterns within the City are moderately affected by the Monterey Bay. The normal year's rainfall is approximately eighteen to nineteen (18-19) inches.

Summer conditions create the mid-day fog normally associated with Monterey. This climatic fog assists the natural vegetation to grow.

Later in the year, the winds and drying vegetation mix to create a hazardous fuel condition that can cause grassland and brush land fires. While normal temperatures usually do not exceed 75-80 degrees, during late summer and early fall (August-October) the temperatures can climb to 100 degrees plus in the County of Monterey. The afternoon winds can move a fire quickly in the hillsides and canyon areas into Monterey.

The City (like other California cities) has experienced water supply issues in recent years due to drought conditions. Unfortunately, the situation is more severe in Monterey due to the State of California Cease and Desist Order regarding water connections. Due to storage capacities and consumption, as well as climatic conditions, limited water resources are a significant issue. While sound management of water resources is possible, the l demands on the already stressed water supply exceed the supply. .

Climatic Il: The region is within a climate zone that requires compliance with energy efficiency standards for building construction. The amendment adds up-to-date design standards that will add to energy efficiency in construction while maintaining nationally recognized health and safety standards.

Geographical I: Residents and visitors alike appreciate the scenic appeal and geographical features of the City. The mountains and canyons accentuate one another, as they wind around the City. The forest creates a beautiful backdrop for the City. These geographical and vegetative features established the community's physical layout and created areas for roadways and building sites. The unique geography also creates barriers to fire suppression activities..

The forested areas of oak and pines create windbreaks from oncoming winds, while producing fuel from the annual fall leaves, which drop to the ground, as well as from decayed trees and branches. The dry vegetation, mountainous terrain, and minimal water available are concerning and complicate fire suppression efforts. .

The City has within its boundaries potentially active seismic hazards with respect to the “Navy," "Berwick Canyon," "Chupines" and "Seaside" faults. While systems have been developed to study and monitor the activity of earthquakes, science has not yet been able to predict (with reliability) the potential for activity on these or any active fault.

Seismic activity within the City occurs periodically with little or no damage, although real potential for damage does exist with these four active faults. New construction may be limited by its respective distance to such faults, and replacement of existing structures could be costly.

The geographical layout of the forested areas creates hazardous conditions when a storm of gale-force winds causes trees to fall onto roadways used for access by Fire Department equipment and personnel. The growing pattern and inherent nature of the Monterey Pine lends itself to being blown over easily. This is due in part to the Monterey Pine’s Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 5, Packet Page 16 shallow root system. Mountains and hills surrounding and in the City create slopes in excess of 30% with an overall average of between five to 10 percent throughout. The City's elevation ranges from sea level to 600 feet above sea level. The difference in caused by the mountains and hills creates the geographical foundation on which the City has built and will continue to build. With much of the flatlands already built upon, it can be anticipated that future growth will occur on steeper slopes and with greater contrasts in terrain.

Geographical Il: The region is located in an area of high seismic activity as indicated by United States Geological Survey and California Division of Mines and Geology. Recent earthquake activity has indicated the lack of flexibility of materials and/or building systems has been a contributing factor to damages that jeopardize the safety of building occupants and increase the cost of structure rehabilitation. Seismic activities have shown the need for increased levels of safety in buildings systems, including but not limited to means of egress, wiring systems, and fire protection systems.

Topographical: Mountains, hills, canyons, lakes, and streams dissect the City.

The water supply (domestic and fire flow) system is directly affected by the topographic layout. The distribution system consists of water lines that carry the water from storage tanks to the public via pipes. These street mains create lift-zones where the pressure and flows are adequate at lower elevations and minimal. At higher elevations, water supply can be critical.

Water supplies within the City vary from less than 250 gallons-per-minute to flows exceeding 5,500 gallons-per-minute. This wide variation causes challenges for development, as well as fire suppression forces.

The roadway system is designed around the city's topography with respect to narrow and steep grades. The grades on some roadway surfaces exceed 25% and widths of less than twelve (12) feet for access are not uncommon. Due to traffic congestion on many streets, especially the commercial downtown area and New Monterey-Cannery Row, vehicles double park for loading and unloading purposes. This creates barriers that reduce response time of fire equipment.

The topography also restricts construction to the level portions of the City with higher concentrations of building in these areas. The existing structures are being removed and replaced with larger buildings. Those existing structures which remain cause concern to the Fire Department because of their lack of adequate fire protection (firewalls, fire extinguishing systems, etc.). The hazard exposure created by these structures poses a separate and significant challenge.

It is not uncommon to see a single or two-story building torn down and replaced with a two-, three- or four-story building. For practical and cost reasons, these new structures are built of wood (Type V). The potential for a large and destructive fire exists with the high build out of certain parts of Monterey. The concentrated commercial and residential occupancies cause concern regarding the exposure elements of building-to-building and building-to-grassland areas of this City.

The topographical nature of Monterey also lends itself to power failures caused when trees and tree limbs damage sections of electrical transmission lines. These power failures cause the electrical pumps to become inactive, interrupting water supplies. Vehicular accidents also have been known to interrupt this pumping operation, due to the narrow streets, which are congested with residents and visitors.

The encouragement of greenbelts between various subdivisions of the City has given Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 6, Packet Page 17 rise to brush and grass fires for many years. The existing canyons cause natural barriers, and delay response time due to complex roadways.

The natural rocky shorelines of Monterey create a situation by which access to the building can only be made from the street. The front of the building is essentially the only accessibility point for responding firefighters. Built property-line to property-line, these structures create an element of continuous construction of nearly nine blocks. Residential and commercial occupancies are located along the entire shoreline of Monterey Bay.

A harbor, created by wharves (Municipal Wharf One and Municipal Wharf Two) and piers creates a unique fire problem due to the confinement of hundreds of boats and other vessels (413) within a small area. The problems associated with firefighting within a marine environment cause concern and create challenging situations (access, water/fuel, etc.), which must be addressed as an everyday fire problem.

Lastly, the City's historical significance is a major draw for visitors. Construction methods were less restrictive than would be required today. These historical structures and settings create barriers, which firefighters must work around and protect from exposure. Forty-four to fifty historical buildings, dating back to the early 1800's, are irreplaceable.

While it is clearly understood that the adoption of these regulations may not prevent the incidence of fire or building-related accidents, implementation of more restrictive measures than required under state law is to reduce the severity and potential loss of life and property; WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA) (CCR, Title 14, Chapter 3 ("CEQA Guidelines), Article 20, Section 15378). in addition, CEQÄ Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter, adoption of State-mandated building safety codes traditionally seen as ministerial actions, does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability; and NOW THEREFORE, the Monterey City Council declares as follows:

SECTION 2: The above recitals identify local "climatic, geographical, and topographical" conditions which demonstrate the need for modification of certain sections of the California Building Standards Code to be more restrictive than otherwise required under state law. The foregoing recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

SECTION 3: Monterey City Code, Chapter 9, Article 1.0, Section 9-0.1 is amended to read as follows:

Sec. 9-0.1. Adoption of Codes.

Except as amended by Chapters 9 and13 of this Code, the following model codes, sometimes referred to in this Chapter as “technical codes,” are hereby adopted and Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 7, Packet Page 18 incorporated by reference as if fully set forth herein:

1. 2025 California Building Code and Appendix J;

2. 2025 California Historic Building Code;

3. 2025 California Existing Building Code;

4. 2025 California Residential Code;

5. 2025 California Plumbing Code;

6. 2025 California Electrical Code;

7. 2025 California Mechanical Code;

8. 2025 California Green Building Standards Code;

9. 2025 California Wildland-Urban Interface Code;

10. 2025 California Energy Code;

11. 2024 International Property Maintenance Code.

SECTION 4: Monterey City Code, Chapter 9, Article 1.0, Section 9-0.2 is amended to read as follows:

Sec. 9-0.2. Exemption for pending applications.

The codes listed in Section 9-0.1shall not apply to any building or structure for which a complete application for a building permit was made prior to January 1, 2026. Such buildings or structures shall be erected, constructed, enlarged, altered, or repaired in accordance with the provisions of this chapter in effect on the date of said application.

SECTION 5: Monterey City Code, Chapter 9, Article 1.5, Section 9-1 is amended to read as follows:

Sec. 9-1. Amendments to the 2025 California Building Code. (a) Section 105.3.2 is amended to read as follows:
105.3.2 Time limitation of application. An application for a permit for proposed work shall expire 180 days from the date of receipt of the application unless extended by the Building Official pursuant to this section. An applicant may request that the Building Official extend the expiration date of the permit application upon a showing of circumstances beyond the applicant’s control that have prevented permit issuance. Applicant’s request for an extension must be made in writing to the Building Official prior to the permit application’s expiration date with the payment of any applicable fees. The Building Official may extend the expiration date in 90 day increments no more than 10 times, upon a finding that circumstances beyond the applicant’s control prevented permit issuance.
(b) Section 105.5 is amended to read as follows:
105.5 Expiration. Every permit issued by the Building Official under the provisions of the technical codes shall expire and become null and void, if the project authorized by such permit has not achieved an approval for one of the required inspections identified in Section 110.3 of the 2025 California Building Code within one year of issuance.

The Building Official may grant a one-time permit extension of 180 days provided the applicant submits a request in writing prior to the permit expiration and provided the project has not changed in scope. Additional extension requests of 90 days may be granted by the Building Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 8, Packet Page 19 Official if the request is made in writing, the project has not changed in scope, the project has obtained at least one required inspection approval as specified in Section 110.3 during the preceding 90 days and the applicant pays applicable fees.

Work cannot be performed under an expired permit. A new permit application must be submitted with all applicable fees paid, and a new permit obtained, for the new project.

All existing projects with an active building permit are subject to this section.. (c) Section 1505.1 is amended to read as follows:
1505.1 Roof covering fire classification. Any new roof on a new or existing structure or any reroofing of an existing structure of 50% or more of the total roof area within a one-year period, shall be of a fire-retardant roof or Class A. Class A roof assemblies and roof coverings shall be tested in accordance with ASTM E108 or UL 790. In addition, fire-retardant-treated wood roof coverings shall be tested in accordance with ASTM D2898; fire-retardant-treated shingles and shakes shall comply with Section 1505.6. (Climatic I, Geographical I, Topographical findings apply)
(d) Sections 1505.1.1 and 1505.1.2 are deleted.

SECTION 6: Monterey City Code, Chapter 9, Article 1.5, Section 9-1.1 is amended to read as follows:

Sec. 9-11 Amendments to the California Residential Code. (a) Section R105.5.1 is deleted.
(b) Section R105.5 is amended to read as follows:
105.5 Time limitation of application. An application for a permit for proposed work shall expire 180 days from the date of receipt of the application unless extended by the Building Official pursuant to this section. An applicant may request that the Building Official extend the expiration date of the permit application upon a showing of circumstances beyond the applicant’s control that have prevented permit issuance. Applicant’s request for an extension must be made in writing to the Building Official prior to the permit application’s expiration date with the payment of any applicable fees. The Building Official may extend the expiration date in 90 day increments no more than 10 times, upon a finding that circumstances beyond the applicant’s control prevented permit issuance.
(b) Section R 105.5.1 is amended to read as follows:
105.5.1 Expiration. Every permit issued by the Building Official under the provisions of the technical codes shall expire and become null and void if the project authorized by such permit has not achieved an approval for one of the required inspections identified in Section R109.1 of the 2025 California Residential Code within one year of issuance.

The Building Official may grant a one-time permit extension of 180 days provided the applicant submits a request in writing prior to the permit expiration and provided the project has not changed in scope. Additional extension requests of 90 days may be granted by the Building Official if the request is made in writing, the project has not changed in scope, the project has obtained at least one inspection approval and the applicant pays applicable fees.

Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 9, Packet Page 20 Work may not be performed under an expired permit. A new permit application must be submitted with all applicable fees paid, and a new permit obtained for this new project.

All existing projects with an active building permit are subject to this section. (c) Section R309.2 is amended to read as follows:

R309.2 One- and two-family dwellings automatic sprinkler systems. An automatic sprinkler system shall be installed in one- and two-family dwellings. (Climatic I, Geographical I, Topographical findings apply)
Exceptions:

1. An automatic sprinkler system shall not be required when alterations and/or repairs result in the removal, alteration, modification, replacement and/or repair of less than fifty percent (50%) of the linear length of walls of the building (exterior plus interior) independently or in combination thereof, within a five-year period. To qualify as an alteration or repair under this section, the wall must be physically added, removed, replaced or relocated; removal of wall covering does not constitute an alteration or repair.

2. Accessory Dwelling Unit, provided that all of the following are met:

2.1 The unit meets the definition of an Accessory Dwelling Unit as defined in the Government Code section66313, as amended.

2.2 The existing primary residence does not have automatic fire sprinklers.

2.3 The accessory detached dwelling unit does not exceed 1,200 square feet in size.

2.4 The unit is on the same lot as the primary residence. (d) Section R902.1.2 is amended to read as follows:

R902.1.2 Roof covering fire classification. Any new roof on a new or existing structure or any re-roofing of an existing structure of 50% or more of the total roof area within a one-year period, shall be of a fire-retardant roof or Class A. In addition, fire-retardant-treated wood roof coverings shall be tested in accordance with ASTM D2898; fire-retardant-treated shingles and shakes shall comply with Section 1505.6. (Climatic I, Geographical I, Topographical findings apply)
SECTION 7: Monterey City Code, Chapter 9, Article 1.5, Section 9-2 is amended to read as follows:

Sec. 9-2. Amendments to the California Plumbing Code.

Section 710.1.1 is added to read as follows:
710.1.1 Backwater Valves. In every case where the outlet of a trap for a plumbing fixture is installed or located at an elevation which is less than two feet (2’) above the rim of the nearest manhole uphill from the point of connection of the building sewer to the public sewer in any new or existing drainage system, approved types of backwater valve, relief vent and cleanout shall be installed in the building sewer at the point of lowest elevation of the ground surface of the building site outside of the building or at such other location as is permitted by the Building Official, providing that any such Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 10, Packet Page 21 location, the elevation of the ground surface is not less than two feet (2’) below the lowest trap outlet served by the building sewer.

The installation shall consist of an approved fresh air inlet and a Y branch or combination fitting installed in sequence in the line of the flow from the building. The vent from this fresh air inlet shall be piped to the ground surface and capped with a vent cap. Provision shall be made by elevation above the ground or by other means for preventing the obstruction of the vent opening or the flow of water therein. The cleanout shall be placed as close to the valve as is practical and shall be piped to within one foot (1’) of the ground surface and closed with an approved cleanout plug. Every existing installation which includes a plumbing fixture trap outlet which is less than two feet (2’) above the rim of the nearest manhole uphill from the point of connection of the building sewer to the public sewer is hereby declared to be dangerous, unsanitary and a menace to life, health and property. Whenever it shall come to the attention of the Building Official that such an installation exists, he or she is hereby empowered to order and require that such plumbing outlet be immediately plugged or capped, or that the equipment described in the preceding paragraph of this section be installed immediately. (Topographical finding)
SECTION 8: Monterey City Code, Chapter 13, Article 1, Section 13-0.1 is hereby amended to read as follows:

Sec. 13-0.1. Adoption of the 2025 California Fire Code.

Except as otherwise amended by this Chapter, the 2025 California Fire Code is hereby adopted and incorporated by reference as if set forth fully herein.

SECTION 9: Monterey City Code, Chapter 13, Article 1, Section 13-0.2 is hereby amended to read as follows:

Section 13-0.2. Amendments to the 2025 California Fire Code. (a) Section [A] 101.1 is amended to read as follows:

Section [A] 101.1 Title. These regulations shall be known as the Fire Code for the City of Monterey, hereinafter referred to as “Fire Code.”
(b) Section [A] 101.2.1 is amended to read as follows:
[A] 101.2.1 Appendices. Provisions in all appendices to the 2025 California Fire Code are hereby adopted in their entirety and shall apply.
(c) Section [A] 102.1is amended to read as follows:
[A] 102.1 Construction and design provisions. The construction and design provisions of this Fire Code shall apply to:

1. Structures, facilities and conditions arising after the adoption of this Fire Code.

2. Existing structures, facilities and conditions not legally in existence at the time of adoption of this Fire Code.

3. Existing structures, facilities and conditions when identified in specific Sections of this Fire Code.

4. Existing structures, facilities and conditions, which, in the opinion of the Fire Code Official, constitute a distinct hazard to life and property.

5. Existing Structures Alterations, Additions and Repairs.

Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 11, Packet Page 22 a. All new work performed to alter and/or repair existing structures shall comply with the current provisions of this Chapter.
b. When alterations and/or repairs result in the removal, alteration, modification, replacement and/or repair of fifty percent (50%) or greater of the linear length of walls of the building (exterior plus interior) independently or in combination thereof, within a five-year period, the entire building shall be made to conform to the current provisions of this Chapter. To qualify as an alteration or repair under this section, the wall must be physically added, removed, replaced or relocated; removal of wall covering does not constitute an alteration or repair. c. Calculations of linear wall measurements shall be shown on all plans submitted for building permits, on the cover page in the project description of said plans. d. The determination under this section of the requirement for upgrading any existing structure to full conformance with current provisions of this Chapter shall be at the sole discretion of the Fire Code Official.
(d) Section [A] 103 is amended to add Sections [A] 103.4 to read as follows:
[A] 103.4 Responsibility for enforcement.

Within established fire protection jurisdictions, responsibility for enforcement of this Code shall be under the direction of the Fire Chief or designee within each jurisdiction. (e) *Section [A] 113.4 of the CFC is deleted in its entirety. (f) Section 202 is amended to add the following definitions:
202 Definitions
ALL WEATHER SURFACE. A road surface constructed to the minimum standards approved by the City.

BRIDGE. A structure to carry a roadway over a depression or obstacle.

IDLE PALLET. A portable platform, typically made of wood, that serves as a structural foundation used for storage, shipping, lifting, or moving goods, that is not in use and empty of product.
(g) Section 305 is amended to read as follows:
305.1.1 General. Use of equipment, appliances, and open-flame devices shall be in accordance with this section.
(a) the use of any fuel burning or consuming apparatus, electrical device, or explosives on Municipal Wharves No. 1 and No 2 shall be prohibited unless specifically approved by the Fire Code Official including but not limited to:

1. Generators

2. Oil burning equipment

3. Liquified petroleum gas equipment

4. Lanterns

5. Stoves

6. Candles
7 Barbecues
Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 12, Packet Page 23 This section shall not apply to:

1. Motor vehicles

2. Devices operated or used within buildings located on Municipal Wharves No. 1 and No. 2, and fish pumps.

3. Any repair or construction undertaken by the City of Monterey, its agents, or any public entity.
(h) Section 307.1.1 is amended to read as follows:
307.1.1 Prohibited open burning. Open burning shall be prohibited, including outdoor rubbish fires and bonfires, unless:

1. the fire is confined to an approved container as defined by the Uniform Mechanical Code and authorized by the Monterey Bay Air Pollution Control District.

2. a special condition or circumstance exists, and written authorization is granted by the Fire Chief.
(i) Section 503.2.6 is amended to add Sections 503.2.6.1 and 503.2.6.2 to read as follows:
503.2.6.1 Private bridge engineering. Every private bridge hereafter constructed shall meet the following engineering requirements:

1. The weight shall be designed for a minimum of HS-20 loading as prescribed by the AASHTO.

2. The unobstructed vertical clearance shall be not less than fifteen (15) feet clear.

3. The width shall be a minimum of twenty (20) feet clear. The Fire Code Official may require additional width when the traffic flow may be restricted or reduce the width to a minimum of twelve (12) feet for Occupancy Group U or R-3 occupancies.

4. The maximum grade change of the approach to and from any private bridge shall not exceed eight percent for a minimum distance of ten (10) feet. 503.2.6.2 Private bridge certification. Every private bridge hereafter constructed shall be engineered by a licensed professional engineer knowledgeable and experienced in the engineering and design of bridges. Certification that the bridge complies with the design standards required by this Code and the identified standards, and that the bridge was constructed to those standards, shall be provided by the licensed engineer, in writing, to the Fire Code Official. Every private bridge, including existing and those constructed under this Code, shall be certified as to its maximum load limits every ten (10) years or whenever deemed necessary by the Fire Code Official. Such recertification shall be by a licensed professional engineer knowledgeable and experienced in the engineering and design of bridges. All fees charged for the purpose of certification or recertification of private bridges shall be at the owner’s expense.
(j)
Section 503.2.7 is amended to read as follows:
503.2.7 Grade. The grade of fire apparatus access roads shall be no greater than fifteen (15) percent unless specifically approved by the Fire Code Official. 503.2.7.1 Paving. All fire apparatus access roads over eight (8) percent shall be paved with a minimum 0.17 feet of asphaltic concrete on 0.34 feet of aggregate base. All fire apparatus access roads over fifteen (15) percent where approved shall be paved with perpendicularly grooved concrete.

Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 13, Packet Page 24 (k) Section 503 is amended to read as follows:
503.7 Fire apparatus access road names. All fire apparatus access road names shall be issued or approved by the appropriate governmental agency.
(l) Section 505.1 is amended to read as follows:
505.1 Address Identification. New and existing buildings shall be provided with an approved address identification. The address identification shall be legible and placed in a position that is visible at all times from the street or road fronting the property. Address identification characters shall contrast with their background. Address numbers shall be Arabic numbers or alphabetical letters. Numbers shall not be spelled out. Each character shall be not less than 4” high with a minimum width stroke of one-half inch for single family dwellings and duplexes. For all other occupancies each character shall be not less than a minimum of 4” high with a minimum stroke of one-half inch unless otherwise required by the Fire Code Official. (m) Section 605.3 is amended to add Sections 605.3.1 and 605.3.1.2 to read as follows:
605.3.1 Spark arrestors.
605.3.1.1 An approved spark arrestor shall be installed on all chimneys, incinerators, smokestacks or similar devices using solid fuel for conveying smoke or hot gases to the outer air.
605.3.1.2 Spark arrestors shall have openings in accordance with Section 2113.9.2(3) of the California Building Code and Section 1003.9.2 of the California Residential Code with minimum openings of 3/8” and maximum openings of ½”.
(n) Section 901.1 is amended to read as follows:
901.1.1 Responsibility. The owner of the protected premises shall be responsible for all fire protection systems within the protected premises, whether existing or installed under this Code. (o) Section 901.2is amended to add Section 901.2.2 to read as follows:
901.2.2 Additional documentation. Additional documentation as required by the Fire Code Official shall be provided to the Fire Code Official in an acceptable format. (p) Section 901.4s amended as follows:
901.4 Fire Protection and Life Safety Systems. Fire protection and life safety systems shall be installed, repaired, operated, and maintained in accordance with the original installation standards for that system. All systems shall be extended, altered, or augmented as necessary to maintain and continue protection whenever the building is altered, remodeled or added to.

Alterations to fire protection systems shall be done in accordance with applicable standards. (q) Section 901.4.8 is added to read as follows:
901.4.8 Nonoperational equipment. Any fire protection equipment that is no longer in service shall be removed.
(r) Section 901.6 is amended to add Sections 901.6.4 and 901.6.5 to read as follows:

Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 14, Packet Page 25 901.6.4 Qualifications of Inspection, Testing and Maintenance Personnel. All personnel performing any inspection, testing or maintenance of any fire protection system shall be qualified. Where such inspection, testing and maintenance is performed by an outside service company, the company shall be appropriately licensed by the California Contractors State License Board in accordance with the California Business & Professions Code or by the California State Fire Marshal.
901.6.5 Additional records. All documentation generated during any scheduled inspection or test of any fire protection system, whether required or voluntarily installed, shall be forwarded to the Fire Code Official within fifteen (15) calendar days after the date of the inspection or test. (s) Section 901.7.7is added to read as follows:
901.7.7 Unless otherwise approved by the Fire Code Official, fire watch personnel shall be California licensed private security individuals with a minimum of two (2) individuals on duty at all times. Fire watch personnel shall be on duty 24 hours per day until the fire protection system has been returned to service.
(t) Section 903.2is amended to read as follows:
903.2 Where required. Approved automatic sprinkler systems shall be provided in all new buildings and structures constructed, moved into or relocated within the jurisdiction.

Exceptions:
(1) Structures not classified as Group R occupancies and not more than five hundred (500) square feet in total floor area.
(2) Detached agricultural buildings, as defined by this code and the CBC, located at least one hundred feet (100) from any other structure or the property line, whichever is closer, and with a maximum size of 10,000 square feet.
(3) Accessory structures not classified as R occupancies associated with existing nonsprinklered R-3 occupancies (one- or two-family dwellings) and less than one thousand five hundred (1500) square feet in total fire area with a clearance from the existing R-3 occupancy of not less than twenty (20) feet.
(u) Sections 903.2.1.1, 903.2.1.2, 903.2.1.3, 903.2.1.4, 903.2.1.5, 903.2.3, 903.2.4, 903.2.4.1, 903.7.1, 903.7.3, 903.2.9, 903.2.9.1 and 903.2.9.2 are amended by changing requirements to five hundred (500) square feet for fire sprinkler installation, as follows (the complete text of the section is not provided):
903.2.1.1 Group A-1. Change twelve thousand (12,000) square feet to five hundred (500) square feet.
903.2.1.2 Group A-2. Change five thousand (5,000) square feet to five hundred (500) square feet.
903.2.1.3 Group A-3. Change twelve thousand (12,000) square feet to five hundred (500) square feet.
903.2.1.4 Group A-4. Change twelve thousand (12,000) square feet to five hundred (500) square feet.
903.2.1.5 Group A-5. Change one thousand (1,000) square feet to five hundred (500) square feet.
903.2.3 Group E. Change twelve thousand (12,000) square feet to five hundred (500) square feet.

Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 15, Packet Page 26 903.2.4 Group F-1. Change twelve thousand (12,000) square feet to five hundred (500) square feet.
903.2.4.1 Group F-1. Change two thousand five hundred (2,500) square feet for woodworking operations to five hundred (500) square feet.
903.2.7.1 Group M. Change twelve thousand (12,000) square feet to five hundred (500) square feet.
903.2.7.3 Group M. Change twenty-four thousand (24,000) square feet to five hundred (500) square feet.
903.2.9 Group S-1. Change twelve thousand (12,000) square feet to five hundred (500) square feet.
903.2.9.1 Repair Garages. Change ten thousand (10,000) square feet (2 story buildings) and twelve thousand (12,000) square feet (1 story buildings) to five hundred (500) square feet. 903.2.9.2 Bulk storage of tires. Change twenty thousand (20,000) cubic feet to five hundred (500) square feet.
(v) Section 903.2.8, first paragraph is deleted in its entirety and replaced with the following:
903.2.8 Group R. An automatic sprinkler system installed in accordance with Section 903.3 shall be provided in all buildings with a Group R fire area, including, but not limited to, one- and twofamily dwellings, townhomes, and manufactured homes and mobile homes located outside of licensed mobile home parks hereafter constructed, moved into or relocated within the jurisdiction, including all additions to buildings already equipped with automatic fire sprinkler systems. (Exceptions remain per 2025 California Fire Code, and Gov. Code, § 65852.2, subds. (a)(1)(D)(xii) and (e)(3)).
(w) *Section 903.2.22 of the CFC is added to read as follows:
903.2.22 Change of use. Automatic fire sprinklers shall be installed when the occupancy changes from a single occupancy to a mixed-use occupancy which would require the installation of an occupancy separation, or when the occupancy changes from any type of occupancy to an Assembly use occupancy.
(x) Section 903.3.1.1.1is amended to add Section 903.1.1.1 exemption 5 to read as follows:

5. Passenger elevator shafts or associated passenger elevator mechanical rooms, where elevator shafts are constructed with a 2–hour fire resistive method. (y) Section 903.3.1.1.2 is amended to read as follows:

Section 903.3.1.1.2 Bathrooms. In Group R occupancies, sprinklers shall be required in bathrooms within individual dwelling units or sleeping units. (z) Sections 903.3.1.2, 903.3.1.2.1, 903.3.1.2.3 are amended to read as follows:
903.3.1.2 NFPA 13R sprinkler systems. Automatic sprinkler systems in Group R occupancies up to and including four stories in height shall be permitted to be installed throughout in accordance with NFPA 13R as amended in this Code.
903.3.1.2.1 Balconies and decks. Sprinkler protection shall be provided for exterior balconies, decks and ground floor patios of dwelling units where the building is of Type V construction, provided there is a roof or deck above. Sidewall sprinklers that are used to protect such areas shall be permitted to be located such that their deflectors are within 1 inch to 6 inches below the Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 16, Packet Page 27 structural members and a maximum distance of fourteen (14) inches below the deck of the exterior balconies and decks that are constructed of open wood joist construction. 903.3.1.2.3 Attics. Where NFPA 13R sprinkler systems are installed, all attic areas shall be provided with sprinkler protection in accordance with NFPA 13. (aa) Sections 903.1.2.4, 903.3.1.2.5, 903.1.2.6 and 903.3.1.2.7 are added to read as follows:
903.3.1.2.4 Sprinkler control valves. Where NFPA 13R sprinkler systems are installed, sprinkler system control valves shall be installed in accordance with NFPA 13. 903.3.1.2.5 Bathrooms. Automatic sprinklers shall be installed in all bathrooms, regardless of square footage.
903.3.1.2.6 Accessible storage areas. Automatic sprinklers shall be installed in all accessible storage areas.
903.3.1.2.7 Under-stair spaces. Automatic sprinklers shall be installed in all under-stair spaces including all under-stair closets.
(bb) Section 903.3.1.3 of the CFC is amended to read as follows:
903.3.1.3 NFPA 13D sprinkler systems. Automatic fire sprinkler systems installed in one and two-family dwellings, Group R-3 and R-4 congregate living facilities and townhouses shall be permitted to be installed throughout in accordance with NFPA 13D. The requirements of this section supersede the requirements of the California Residential Code. 903.3.1.3.1 All fire sprinkler systems installed in one- and two-family dwellings shall be tested for leakage by undergoing a hydrostatic test made at 200 psi for two-hour duration. 903.3.1.3.2 Each water system supplying both domestic and fire protection systems shall have a single indicating-type control valve, arranged to shut off both the domestic and sprinkler systems. A separate shut-off valve for the domestic system only shall be permitted to be installed. The location of the control valve shall be approved by the Fire Code Official. 903.3.1.3.3 Automatic sprinklers shall be installed in all bathrooms and water closets, regardless of square footage.
903.3.1.3.4 Automatic sprinklers shall be installed in all attached garages and other accessory structures.
903.3.1.3.5 Automatic sprinklers shall be installed in all accessible storage areas. 903.3.1.3.5.1 Automatic sprinklers shall be installed in all under-stair spaces including all closets.
903.3.1.3.6 Local water flow alarms shall be provided on all sprinkler systems. Local water flow alarms shall be powered from the main kitchen refrigerator circuit. The local water flow alarm shall be clearly audible from within the master bedroom at an audibility level of not less than 75 dBa. Where no kitchen exists in the building, the water flow alarm shall be powered from the Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 17, Packet Page 28 bathroom lighting circuit. Where required by the Fire Code Official, interior audible notification appliances or additional water flow alarms may be required to be installed at locations specified by the Fire Code Official.
903.3.1.3.7 Automatic fire sprinklers shall be installed to protect all furnaces and heating system appliances.
903.3.1.3.8 A backflow prevention device as approved by the water purveyor, the type and friction loss shall be included in the plans and calculations for fire flow. For retrofits to existing systems, the sprinkler system of the affected building(s) shall be recalculated and submitted to the Authority Having Jurisdiction for approval and issuance of the permit. 903.3.1.3.9 If there are any changes or modifications to the system of the approved plans, asbuilts shall be required, submitted to the City and approved prior to rough inspection. (cc) Section 903.3.10 is amended to read as follows:
903.3.10 Floor control valves. Approved indicating control valves and water flow switches shall be provided at the point of connection to the riser on each floor in all buildings over one story in height and shall be individually annunciated (distinct) as approved by the Fire Code Official. (dd) Section 903.4.2, the first paragraph is deleted in its entirety and replaced with the following:
903.4.2 Monitoring. Alarm, supervisory, and trouble signals shall be distinctly different and shall be automatically transmitted to an approved central station, remote supervising station, or proprietary supervising station as defined in NFPA 72, or, when approved by the Fire Code Official, shall sound an audible signal at a constantly attended location. The fire alarm system installed to transmit such signals shall be considered a building fire alarm system. (ee) Section 903.4.3, the first paragraph is deleted and replaced with the following:
903.4.3 Alarms. One exterior approved audible appliance shall be connected to every automatic sprinkler system in an approved location. Sprinkler water-flow alarm devices shall be activated by water flow equivalent to the flow of a single sprinkler of the smallest orifice size installed in the system. Where a building fire alarm system is installed, actuation of the automatic sprinkler system shall actuate the building fire alarm system. Interior alarm notification appliances shall be installed as required by this section or Section 903.4.3.1. A minimum of one audible appliance shall be installed in all occupancies subject to this section. 903.4.3.1 Where an automatic fire sprinkler system is installed in a building with more than one tenant or with over one hundred (100) sprinklers, audible and visible notification appliances shall be installed throughout the building as follows:
a. Audible notification appliances shall be installed so as to be audible at fifteen (15) dBa above average sound pressure level throughout the building.
b. Visible notification appliances shall be installed in all public and common use areas, restrooms and corridors in accordance with the spacing requirements of NFPA 72. c. Visible notification appliances can be eliminated in normally unoccupied portions of buildings where permitted by the Fire Code Official.
d. Exception: The requirements of this section do not apply to Group R-3 Occupancies.

Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 18, Packet Page 29 (ff) Section 904.14.2 is amended to read as follows:
904.14.2 System interconnection. The actuation of the fire extinguishing system shall automatically shut down power to the makeup air appliance and all fuel and electrical power located under the hood, except for the electrical power to the exhaust air supply. The fuel and electrical supply reset shall be manual.
(gg) Section 904.14.5.2is amended to read as follows:
904.14.5.2 Extinguishing system service. Automatic fire extinguishing systems shall be serviced by a CSLB licensed C-16 contractor or a CSFM licensed “A” licensee at least every six months and after any activation of the system. Inspection shall be performed by the owner at least monthly in accordance with the currently adopted edition of NFPA 17-A. The service contractor shall review the records of monthly inspections every six months, and deficiencies shall be reported to the Fire Code Official. A service report shall be forwarded to the Fire Code Official by the licensed service contractor within 15 days after every service on the appropriate AES form.
(hh) Section 907 is amended to add Section 907.1.6 to read as follows:
907.1.6 Multiple Fire Alarm Systems. Multiple fire alarm systems within a single protected premise are not permitted.
(ii) Section 907.2 Exception 1 is amended to read as follows:
907.2 Exception 1. The manual fire alarm box is not required for fire alarm control units dedicated to elevator recall control.
(jj) Section 907.6.4 is amended to add Section 907.6.4.0 to read as follows:
907.6.4.0 Zone transmittal. Where required by the Fire Code Official, fire alarm signals shall be transmitted by zone to the supervising station and retransmitted by zone to the public fire service communications center.
(kk) Section 907.6.5 is amended to read as follows:
907.6.5 Access. Access shall be provided to each fire alarm system component for periodic inspection, maintenance and testing.
(ll) Section 907.6.6 of the CFC is amended to read as follows:
907.6.6 Monitoring. Fire alarm systems, whether required by this Chapter or the California Building Code or voluntarily installed, shall be monitored by an approved supervising station in accordance with NFPA 72 and this Section.
(Exceptions referenced in this section of the CFC remain unchanged) (mm) Section 907.6.6 of the CFC is amended to add Section 907.6.6.0 to read as follows:
907.6.6.0 Means of communication. The use of either POTS or cable telephone lines with a digital alarm communicator transmitter shall not be permitted.

Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 19, Packet Page 30

1. Exception Where no other communications methods are available, the use of telephone lines shall be permitted on a temporary basis not to exceed one year from the date of final acceptance test or until permitted alternate means of communications are available. (nn) Section 907.7.2 is amended to read as follows:
907.7.2 Completion documents. The following documentation shall be provided at the time of acceptance testing for all fire alarm system installations:

1. A record of completion in accordance with NFPA 72.

2. A record of inspection and testing in accordance with NFPA 72.

3. A contractor’s statement verifying that the system has been installed in accordance with the approved plans and specifications and has been 100% tested in accordance with NFPA 72.

4. A contractor’s affidavit of personnel qualifications, indicating that all personnel involved with the installation of the fire alarm system meet the qualification requirements of the Fire Code Official.
(oo) Section 907.8.2 of the CFC is amended to add Section 907.8.2.1 to read as follows:
907.8.2.1 Testing of FACU Batteries. Batteries installed in the fire alarm control units and remote power supplies shall be verified for battery capacity based on the approved plans and battery calculations.
(pp) Section 1205.1 of the CFC is amended to add Section 1205.1.1 to read as follows:
1205.1.1 Signing and Marking. In addition to signing and marking requirements of the California Building Code and the California Residential Code, the following signing and marking is required:

1. Main Panel Exterior Marking. A placard is required to be permanently affixed to the main service disconnect panel. The placard shall be red in color with white capital letters at least 1/2” in height and in a non-serif font, to read “SOLAR DISCONNECT INSIDE PANEL.” The placard shall be constructed of weather-resistant, durable plastic with engraved letters, or other approved material.

2. Circuit Disconnecting Means Marking. A permanent label is to be affixed adjacent to the circuit breaker controlling the inverter or other photovoltaic system electrical controller. The label shall have contrasting color capital letters at least 3/8” in height and in a non—serif font, to read “SOLAR DISCONNECT.” The label shall be constructed of durable adhesive material or other approved material.

3. Secondary Power Sources. Where photovoltaic systems are interconnected to battery systems, generator backup systems, or other secondary power systems, additional signage acceptable to the Fire Code Official shall be required indicating the location of the secondary power source shutoff switch.

4. Installer Information. Signage acceptable to the Fire Code Official indicating the name and emergency telephone number of the installing contractor shall be required to be installed adjacent to the main disconnect.
(qq) Section 1205.2 is amended to modify Section 1205.2.1 by deleting Exceptions 1 and 2.

Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 20, Packet Page 31 (rr) Section 1205.2 is amended to add Section 1205.2.1.4 to read as follows:
1205.2.1.4 Hip and Valley Layout. Hip and Valley Layouts. Modules shall be located no closer than one and one-half feet (1-1/2’) to a hip or valley if modules are to be placed on both sides of a hip or valley. Where modules are located on only one side of a hip or valley that is of equal length, the modules shall be permitted to be placed directly adjacent to the hip or valley. (ss) Section 1206 of the CFC is amended to add Section 1206.14 to read as follows:
1206.14 Where stationary fuel cell power systems are installed inside any structure, signage acceptable to the Fire Code Official shall be required indicating the location of the stationary fuel cell power system. Placarding shall be required to read “FUEL CELL” in block letters 6” high with a ¾” stroke on a contrasting background. The location of the signage shall be approved by the Fire Code Official.
(tt) Section 1207.4.1.1 is added to the CFC to read as follows:
1207.4.1.1 Energy storage systems (ESS) disconnect shall be located at or adjacent to the main electrical panel with appropriate placarding showing location of equipment and all shutdowns. (uu) Section 1207 of the CFC is amended to add Section 1207.4.8-6 to read as follows:
1207.4.8-6 Where battery energy storage systems are installed inside any structure, signage acceptable to the Fire Code Official shall be required indicating the location of the battery energy storage system. Placarding shall be required to read “BESS” in block letters 6” high with a ¾” stroke on a contrasting background. The location of the signage shall be approved by the Fire Code Official.
(vv) Section 5601.1.3 is amended to read as follows:
5601.1.3 Fireworks. The possession, manufacture, storage, sale, handling and use of fireworks are prohibited, including “Safe and Sane” fireworks, anywhere within the City limits.

Exception:

1. Except by duly issued permit for fireworks displays as authorized by the Fire Chief. (ww) Section 5704.2.9.6.1 is amended to add Section 5704.2.9.6.1.0 to read as follows:
5704.2.9.6.1.0 Outdoor storage containers and portable tanks. Storage of Class 1 and Class II liquids in above ground tanks outside of buildings is prohibited within the limits established by law as the limits of the jurisdiction in which storage is prohibited except as permitted by the zoning ordinance.

Exceptions:

1. For marine fueling operations, a maximum of 2000 gallons of diesel fuel may be stored and dispensed from an above ground tank as approved by the Fire Chief.

2. Storage tanks of 500-gallons maximum capacity may be used only in conjunction with emergency generators as approved by the Fire Chief.
(xx) Section 6104.2 of the CFC is deleted in its entirety and replaced with the following:
6104.2 Maximum capacity within established limits. For the protection of heavily populated or congested areas, storage of liquified petroleum gas shall not exceed an aggregate capacity in Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 21, Packet Page 32 any one mercantile occupancy of 200 gallons (757 L) or 40 5-gallon LPG tanks within the jurisdiction unless approved by the Fire Code Official.

Exception: In all other occupancy classifications, the capacity limit shall not exceed 10 5-gallon LPG containers or as determined by the Fire Code Official. (yy) Section D103.2 of the CFC is deleted in its entirety and replaced with the following:

D103.2 Grade. Fire apparatus access roads shall not exceed fifteen (15) percent in grade with a maximum side slope of five (5) percent.

Exception: Grades steeper than fifteen (15) percent, if approved by the Fire Code Official, shall be paved with perpendicularly grooved concrete.

SECTION 10: Section 13-0.3 of the Monterey City Code is hereby amended by deleting the current Section 13-0.3 in its entirety and replacing it to read as follows:

Section 13-0.3 Exemption for pending applications:

1. Notwithstanding Section 13-0.1, the provisions of the 2025 California Fire Code as adopted and amended herein shall not apply to any building or structure for which an application for a building permit was made prior to January 1, 2026. Such building or structure shall be erected, constructed, enlarged, altered or repaired in accordance with the provisions of this chapter in effect on the date of said application.

2. All other applications shall be processed in accordance with the provisions of the 2025 California Fire Code as adopted and amended herein.

SECTION 11: All ordinances and parts of ordinances in conflict herewith are hereby repealed.

SECTION 12: This ordinance shall take effect on January 1, 2026, consistent with the effective date established by the California Building Standards Commission for the 2025 California Building Standards Codes.

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 2025, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 10/21/2025, Item No. 2., Item Page 22, Packet Page 33 Council
Agenda Report
№11/25
FROM: Rafaela T. King, Finance Director
Prepared By: Kyle Olsen, Finance Analyst
SUBJECT: Award a Contract in the Amount of $3,869,740 to Tyler Technologies, Inc. for an Enterprise Resource Planning System and Project Management and Implementation Services (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061)
RECOMMENDATION:

1. Adopt a Resolution to award a contract for an
Enterprise Resource Planning System and
Project Management and Implementation
Services to Tyler Technologies, Inc.

2. Authorize the City Manager to enter into a
contract with Tyler Technologies, Inc. for an
Enterprise Resource Planning System and
Project Management and Implementation
Services.

VALUE DRIVERS:

Serve as stewards of the City’s financial resources
through sound economic vitality effort, streamlining
operations, reasonable revenue enhancements,
visionary long-term planning, fiscal transparency, and
community partnerships.

POLICY IMPLICATIONS:

This project is consistent with the Finance Department’s long-term aspirations to better streamline and manage
the City’s resources.

The choice of Tyler Technologies, Inc. as a vendor for
their Enterprise ERP is consistent with the existing
practice of working with highly qualified and talented
organizations to enable City departments to be
successful in achieving their respective missions.

This action is also consistent with policy requiring
Council approval of agreements exceeding $75,000.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE
ACT) APPLIES: Yes.

Agenda Report Highlights
 The City of Monterey plans to
replace its aging ERP system,
Eden, with Tyler Technologies'
Enterprise ERP before Eden's
support ends in 2027.
 The total cost of ownership and
implementation over ten years is
estimated at $3,869,740, funded
through the IT Reserve Fund.
 Implementation will occur in three
phases, focusing on financial
systems, payroll, and HR modules,
with completion expected by
January 2028.
 Tyler Technologies was selected
after a thorough evaluation process,
including demonstrations and
reference checks, due to its strong
reputation and public sector focus.
 Additional staffing and resources
have been allocated to support the
ERP implementation process.

Date: 10/21/2025
Item No.: 3.

Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 1, Packet Page 34 №11/25
FISCAL IMPLICATIONS:

The City has been preparing to replace its ERP system for several fiscal years. In the FY 2023- 24 and FY 2024-25 Budgets, the City set aside funds from the Information Technology (IT) Reserve Fund in anticipation of such a significant investment. Funds in the amount of $1,667,669.00 will be expended out of the Information Services Division technology project account 30C1603 during the first two years of implementation, with remaining years budgeted in the Information Services Division contractual services account number 710-030-0340-0000- 4220.

For this contract, City will pay an estimated $3,869,740 over a ten-year period. Of this amount, $1,111,703 is dedicated to fees for implementation consulting and $40,000 for travel. These implementation and travel fees are billed as incurred and will be paid out over the course of the City’s implementation. Additionally, the City will pay annually for use of the software and the contract will renew automatically in one-year increments unless terminated by either the City or Tyler. For the first five annual renewals, the City will pay $257,983 per year with fees increasing by three percent (3%) per renewal in years six through eight, and five percent (5%) per renewal in years nine and ten. A breakdown of the City’s ten-year renewal payment schedule and onetime fees is as follows:

One-Time Implementation Fees (billed as incurred): $1,111,703 Travel Costs Related to Implementation (billed as incurred): $40,000 Year-One Software Fees: $257,983
Year-Two Software Fees: $257,983
Year-Three Software Fees: $257,983
Year-Four Software Fees: $257,983
Year-Five Software Fees: $257,983
Year-Six Software Fees: $265,722
Year-Seven Software Fees: $273,694
Year-Eight Software Fees: $281,905
Year-Nine Software Fees: $296,000
Year-Ten Software Fees: $310,800
Total Annual Software Fees: $2,718,037
Total Ten-Year Cost of Ownership and Implementation: $3,869,740 Any subsequent renewals will be based on Tyler Technologies Inc. then-current annual fees.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines”), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities that have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 2, Packet Page 35 №11/25
ALTERNATIVES CONSIDERED:

City Council could choose not to award this contract to Tyler Technologies Inc. and direct staff to revisit potential vendors for a different ERP system or direct city staff to continue to use its existing ERP system. Neither of these solutions are recommended by City staff. The selection process of this ERP system took over ten months and the City’s current ERP system will no longer be supported by the middle of 2027.

DISCUSSION:

Since 1991, the City of Monterey has utilized the Tyler Eden (hereafter referred to as Eden) Enterprise Resource Planning (ERP) system. Eden provides the city with financial, human resources, and payroll functions. Additionally, Eden serves as the source of record for historical financial information and employment history. Eden communicates with many City application systems such as IntelliTime, Simpler Report Systems, Infor Hansen, NeoGov, OnBase, Brightly Energy Manager, OpenGov, and Microsoft365. Eden is at the center of the City’s day-to-day operations and is critical to the City’s success in everything from financial reporting to onboarding staff.

While the system has been a steady partner for the City, the Eden system is entering its sunset phase and the parent company of Eden, Tyler Technologies Inc., has informed cities that they will no longer support Eden beyond 2027. For this reason, the City must replace Eden before the product sunsets – a process that will likely take the City of Monterey several years to complete.

The City has been working towards replacement of Eden for more than 18-months. In February, 2024 the City brought on SDI Presence (hereafter referred to as SDI), a consulting firm with experience drafting and reviewing RFPs for ERP systems. Over the course of several months, the City and SDI collaborated to draft a comprehensive RFP, post it to the City’s procurement platform, review proposals, and view demonstrations from the companies with the top written proposals. The demonstrations from the top two companies consisted of four days of 8 hour presentations followed by a fifth day of a 4 hour presentation from each company.

Following in-person demonstrations, the City conducted an in-depth reference check process with current Tyler users, City staff have determined that Tyler Technologies Inc.’s Enterprise ERP is the best product for the City moving forward.

Tyler Technologies Inc.’s Enterprise ERP emerged as the top system of choice for the City of Monterey due to its strong reputation among municipalities. Tyler Technologies Inc. works with more than 2,200 local governments around the country, and many cities and counties in California. Of note:
 Gilroy, CA
 El Cajon, CA
 Simi Valley, CA
 Encinitas, CA
 Napa, CA
Tyler’s Enterprise ERP products are designed 100% for the public sector and will require no adaptation to fit the needs and requirements of the City of Monterey. Though it was not a part of Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 3, Packet Page 36 №11/25
the criteria scored for the new ERP, it is worth noting that the City of Monterey has an existing relationship with Tyler Technologies Inc. as the City currently utilizes its Eden Financial System (as noted above, Eden will be sunset by end 2027).

Following the execution of the contract with Tyler Technologies Inc., work will be carried out in three primary phases:

1. Project Pre-Kickoff Tasks (Present Day through December 2025)

2. Implementation of Tyler’s Enterprise ERP Financial Systems (January 2026 through July 1, 2027)

3. Implementation of Tyler’s Enterprise ERP Payroll and HR Systems (mid 2026 thru January 1, 2028)
The City is well prepared for the implementation of the new ERP system. Along with the work that has already gone into the RFP in terms of development and review, the City has also done the following:
 Put aside funds (noted previously) for the initial up front and annual costs of the new ERP system.
 Increased part-time salaries for the Finance Department in the FY 2025-26 budget to allow the department to back-fill certain positions and free up time for the full-time staff to focus on implementation.
 Added two positions to the City’s FY 2025-26 Position Control List in the Human Resources Department and Information Services Division to give each department/division more staff and dedicate personnel to the implementation of the new ERP
RTK/kro
Attachments:

1. Draft Resolution: Awarding a contract to Tyler Technologies Inc. and authorizing the City Manager to enter into a contract with Tyler Technologies Inc.

2. RFP Released by the City

3. Proposal Submitted by Tyler Technologies Inc.

Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.gov/Submitted-Comments
Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 4, Packet Page 37 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№011/24
AWARDING A CONTRACT IN THE AMOUT OF $3,869,740 TO TYLER TECHNOLOGIES INC. FOR AN ENTERPRISE RESOURCE PLANNING SYSTEM AND PROJECT

MANAGEMENT AND IMPLEMENTATION SERVICES
WHEREAS, the City of Monterey has used the Tyler Eden Enterprise Resource Planning system since 1991;
WHEREAS, a City’s Enterprise Resource Planning system is a critical piece of technology within City government and likely to be in use for many years; WHEREAS, Tyler System, the company which owns the Eden Enterprise Resource Planning system has informed the City of Monterey that the Eden platform has entered its sunsetting phase, and will no longer be supported by end 2027; WHEREAS, City Staff have identified Tyler Technologies Inc.’s Enterprise ERP as the top vendor for an Eden replacement. This came as a result of a comprehensive RFP, in-depth review of proposals, in-person demonstrations, and systematic reference checks from current Tyler Enterprise ERP clients;
WHEREAS, funding in the amount of $1,667,669.00 will be expended out of the Information Services Division technology project account 30C1603 during the first two years of implementation, with remaining years budgeted in the Information Services Division contractual services account number 710-030-0340-0000-4220. Ongoing costs beyond year 10 will be paid at Tyler’s then-current rates;
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines”), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities that have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby:

Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 5, Packet Page 38

1. Awards a contract for an Enterprise Resource Planning system and Project Management services to Tyler Technologies Inc.;

2. Authorized the City Manager to enter into a contract in the amount of $3,869,740 with Tyler Technologies Inc. for their Enterprise ERP System and Project Implementation services.

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 6, Packet Page 39 City of Monterey, CA ERP PROCUREMENT

REQUEST FOR PROPOSALS
Ver. 04/2022

THE CITY OF MONTEREY, CALIFORNIA

REQUEST FOR PROPOSALS

ERP PROCUREMENT

INCLUDING IMPLEMENTATION SERVICES
Issued: October 28, 2024
ATTACHMENT 2
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REQUEST FOR PROPOSALS
Ver. 04/2022

TABLE OF CONTENTS

1. INTRODUCTION................................................................................................................................1

2. PROJECT DESCRIPTION......................................................................................................................1

3. SCOPE OF WORK...............................................................................................................................3

4. RFP TIMELINE ...................................................................................................................................4

5. CURRENT ENVIRONMENT .................................................................................................................5

5.1 Business Functions ...........................................................................................................................5

5.2 Technical Environment......................................................................................................................7

5.3 ERP System Requirements ................................................................................................................7

6. PROPOSAL REQUIREMENTS ..............................................................................................................9

6.1 General Instructions .........................................................................................................................9

6.2 Proposal Format and Content .........................................................................................................10

7. PROPOSAL SUBMISSION AND EVALUATION PROCEDURES ...............................................................16 APPENDIX A – ERP REQUIREMENTS ........................................................................................................22 APPENDIX B – VENDOR COST PROPOSAL ................................................................................................23 APPENDIX C – SaaS SERVICES AGREEMENT .............................................................................................24 ATTACHMENT 2
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THE CITY OF MONTEREY, CALIFORNIA

REQUEST FOR PROPOSALS

ERP PROCUREMENT, INCLUDING IMPLEMENTATION SERVICES

1. INTRODUCTION
The City of Monterey (“City”), a charter city located in the County of Monterey, is seeking proposals from qualified firms offering the functionality and features identified herein to replace the City’s current Enterprise Resource Planning (ERP) system. The City seeks a qualified firm (“Proposer”) with the experience, expertise, and qualifications to provide a fully integrated, proven ERP solution along with the professional services necessary to complete the ERP implementation.

2. PROJECT DESCRIPTION
With this RFP, the City seeks to replace its existing Tyler Eden system with a proven, state-ofthe-art, on-premises or software as a service (SaaS) ERP solution. The proposed ERP system should provide the following integrated functionality (meaning that the individual components of the system utilize a shared repository of information and processes to ensure that all users have access to the same information, that redundant data entry is not required and that each of the components has a similar “look and feel”):
 Financial Management: including but not limited to: General Ledger / Accounting, Budget, Accounts Purchasing / Procurement, Vendor Management, Contracts Management, Accounts Payable including Vendor Self Service, Accounts Receivable / General Billing, Cashiering / Cash Management, Capital Accounting, Project and Grant Accounting, Fixed Assets Management, Bank Management / Reconciliation, Customer Online Payment Portal
o Including standard workflow, inquiries and reporting across the platform  Payroll Processing: including Pay Administration / Salary Management, Time and Attendance, Payroll Execution, Year-End Processing (W2s, 1099s) o Including standard workflow, inquiries and reporting across the platform  Human Resources (HR) Management: including but not limited to: Core HR, Position Control, Recruitment, Employee On-boarding, Employee Master File, Benefits Administration, Leave Administration, Learning Management and Certification, Performance Reviews, Personnel Actions, Employee Self Service, Employee Separation / Off-boarding
o Including standard workflow, inquiries and reporting across the platform  Business Licensing: Including standard workflow, inquiries, customizable calculations, online payments, and reporting across the platform
ATTACHMENT 2
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The City also desires to obtain the services of outside firms or individuals to provide to the City a full range of ERP-related services including the following:
 Project Management
 Software Installation and Configuration
 Business Process Review and Redesign
 Implementation Consulting
 Data Conversion Services
 Acceptance Testing Support
 End User Training
 Documentation
 Report Writing
 Software Maintenance and Post-Implementation Support
Proposers should identify in their proposal any additional services to be provided either during or following the proposed solution implementation.

The City’s goals include gaining efficiencies and updating existing processes; improving the timeliness, accuracy, and consistency of information; and improving internal operations. The new ERP system should meet the following objectives, at minimum:
 Provide a single, comprehensive and integrated solution to manage the City’s financial and human resources functions;
 Reduce or eliminate the need for redundant data entry;  Reduce or eliminate the need for manual input when preparing the annual budget and financial statements;
 Provide an up-to-date, user friendly and intuitive user interface to promote system use and productivity;
 Streamline business processes to take advantage of best practices through automation, integration, and workflows;
 Provide interface capabilities with online third-party systems used for permitting, recreation, dog license, business license, and other applications;  Improve and provide necessary reports and access to data through inquiry or drill down capabilities; and
 Provide a vendor self-service portal and an employee self-service portal.

The City will consider and evaluate both on-premises solutions and Software as a Service (SaaS) implementation models. SaaS solutions are preferred; however, Proposers must clearly identify and discuss proposed mitigations for any challenges raised by a SaaS implementation ATTACHMENT 2
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with respect to the City’s existing technology infrastructure and the stated required integrations.

3. SCOPE OF WORK
The City is willing to modify existing business processes to accommodate best practices and will be looking to select a system that drives the implementation of those best practices.

More specifically, the proposed solution should provide the following capabilities in terms of its user interface and other general system characteristics:
 Enhanced operational effectiveness by making more timely, accurate and complete information available to citizens, the Mayor and City Council, City Manager, and other City personnel (i.e., dashboard, portal)
 Increased access to information and services through online portals / modules  Improved management and public policy decision-making by increasing the ability to analyze data
 Allow for ongoing upgrades of technology to support current and future core functional needs
 Utilize and manage technology in a cost-effective manner  Continual innovation to encourage implementation of best business practices (i.e. encourage streamlining and automation of standard business transactions, enhanced and on-line capabilities, etc.)
 Enhanced features and functionality to support increased automation and operational efficiencies (i.e. automated workflow, integrated document management, capturing electronic signatures, etc.)
 Improved reporting and simplified staff access to financial, payroll, human resources, and business license data and information for self-serve access and activities  Robust audit and transaction logging capabilities
 Regulatory compliance to protect personal identifying information and cardholder data, and to adhere to State and Federal mandated regulations  An intuitive, consistent (within and across modules), well-designed and browser-based user interface
 Fully integrated system where data is only entered one-time (single points of data entry) to eliminate re-keying of information but available for viewing or update as appropriate across the functions of the proposed solution  Ability to drill into a record view to the supporting source data and documents that have been added, and to drill across from a record into related data in other, integrated modules
ATTACHMENT 2
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 Processing of transactions in real-time, making data immediately available for inquiry and reporting
 Ability to easily export information directly to Excel, Adobe, and flat file formats, etc.  A well-documented and accessible API (Application Programming Interface) or web API that can be used for integrations and data extraction.
 City-defined fields, reports, hot keys, and business rules/workflows  Ability to modify setup/configuration (i.e., setup codes, report parameters, etc.) without the assistance of the software provider
 Robust security capabilities with the ability to integrate to MS Active Directory and with the ability to apply security access by role, individual or member of group and apply rules for exception based on functions, departmental data, etc.  Ability to define workflow by record-type (i.e., journal entries, time submission/review/approval, personnel action forms, etc.) and department, applicable across all appropriate modules
 Ability to view and manage workloads, assignments, and related thresholds Additionally, the solution selection will take into consideration the following criteria (Proposers should respond to each as part of the proposal):
 Are the Implementation Risks clear?
 Can the needs of the City be met with proposed Commercial-off-the-Shelf solution?  Does system provide Information Sharing, Transparency and Robust Reporting?  Does the Proposer have a clear, stated approach to achieve User Buy-In? Proposers are also encouraged to offer alternatives to the traditional license purchase approach. If alternatives are offered, the Proposer should clearly identify what is being offered and the pricing to allow the City to fully evaluate the offering as compared to the traditional licensing approach.

In addition, the proposed ERP system must have the ability to effectively integrate with existing 3rd party software systems currently in use at the City; a list of these systems is provided in Appendix A.

4. RFP TIMELINE
The following table identifies the current RFP schedule of events; note that dates are estimated and are subject to change.

Table 1 – RFP Schedule of Events
RFP Event Date/Time
City Issues RFP Monday, October 28, 2024
Deadline for Proposer Questions Friday, November 8, 2024 ATTACHMENT 2
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RFP Event Date/Time
City Provides Responses to Questions (Addendum) Friday, November 15, 2024 Deadline for Proposal Submissions Friday, December 6, 2024 City Completes Proposal Evaluations December/January
Finalist(s) Notified & Proof-of-Capabilities (POC) Packets Issued
Friday, January 17, 2025
Proof of Capabilities Demonstration(s) February 2025
Weeks of Feb. 10 and 24
Proposer Selection and Notification and Negotiation Period March 2024 Anticipated Project Start Date TBD
Proposers should be aware that finalist(s) will be required to participate in a Proof-ofCapabilities (POC) demonstration to allow staff to fully understand the proposed solution. The POC demonstrations are a multi-day process for each selected Proposer and will include an onsite, scripted demonstration using scenarios developed and provided by the City.

Demonstrations are intended to evaluate critical product functionality. In addition, proposed key staff may be required to attend any or all demonstrations and interviews, if Proposer is invited. Proposers must be prepared to invest the time and resources in the POC demonstration to be successful in this procurement.

The City reserves the right, at its sole discretion, to adjust the RFP schedule as it deems necessary. Notification of any adjustment to the RFP Schedule of Events will be posted to the City’s procurement portal on the following website:
https://secure.procurenow.com/portal/cityofmonterey
It shall be the responsibility of any prospective Proposer to monitor the website for any amendments or addendums to this RFP; the City assumes no responsibility for notification of RFP updates beyond the related posting on the City’s procurement website identified above.

5. CURRENT ENVIRONMENT

5.1 Business Functions
The City purchased and implemented Tyler’s Eden financial management solution in 1991; a variety of solutions, including both commercial and custom, which are currently employed to support the City’s human resources management and payroll functions. The solutions currently used by the City are presented in Table 2, Existing ERP Solution Components.

ATTACHMENT 2
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Table 2 – Existing ERP Solution Components
Vendor (System) ERP Solution Component (Functions)
Tyler (Eden) Financial Management (General Ledger,
Accounts Receivable, Accounts Payable,
Purchasing/Procurement, Capital Assets, etc.)
Infor (Infor Public Sector) City assets, work orders, planning and building permits
Progressive Solutions (PetTrack,
LicenseTrack, ParkingTrack, and
PaymentCentral)
Licensing, parking permits with integrated
cashiering system
Lefta Systems (METR – Management of
Employee Training Records)
Police Department employee training records
Simpler Systems Financial data reporting
Kronos (Telestaff) Fire Department employee time and attendance tracking
Nautical Software Solution (The Marina
Program)
Harbor point of sale and billing
Intellitime Systems (Virtual Timecard) City employee time input and tracking NeoGov Online Job Applicant tracking
Online Hiring Center
Employee onboarding process
Performance management
Analytics portal
OpenGov Budget and Procurement
Hyland OnBase Financial and HR document storage
Table 3, Key Statistics, provides information regarding available user metrics and record counts to aid the Proposers in preparation of their proposed solution and pricing.

Table 3 – Key Statistics
Metric Measure
Finance
Number of Users 500 (approx.)
Journal Entries (monthly) 50
Purchase Orders (monthly) 50
Accounts Payable Invoices (monthly) 1,250
Accounts Receivable and Miscellaneous
Billing Invoices (monthly)
300
Vendors (currently active) 5,000
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Metric Measure
Vendors (new, quarterly) 225
Business Licenses
Number of Active Business Licenses 5,500
Human Resources
Number of Users 500 (approx.)
Number of Employees 500 (approx.)
Number of Retirees (annually) 10
Position Classifications 211
Bargaining Units 7

5.2 Technical Environment
Table 4, Technology Standards, identifies technology standards for the City. Proposers will be required to conform to these requirements or clearly articulate proposed alternatives.

Table 4 – Technology Standards
Technology Current Standard
Database(s) Microsoft SQL 2022
Server OS Microsoft Server 2022
Desktop OS Microsoft Windows 11
Server Hardware No vendor provided hardware permitted
Desktop Hardware No vendor provided hardware permitted
Laptop/Mobile Hardware No vendor provided hardware permitted Office Productivity Microsoft 365
Browser Edge and Chrome
Email Server/Client Microsoft 365
Virtual Environment VmWare
Storage Area Network (SAN) No vendor provided hardware permitted Active Directory Microsoft 365
VPN No vendor provided hardware permitted
Geographic Information System ESRI
Single Sign-on User Security Microsoft Entra ID
Cellular Carrier AT&T First Net
Electronic Signatures DocuSign
Application & Hardware Security No vendor provided software permitted

5.3 ERP System Requirements

5.3.1 General
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The City is interested in adopting modern, automated tools that support financial and human resources best practices. Key functionality in these areas would include, but not be limited to:
dashboards, mobility, employee portal with electronic time reporting, vendor portal, workflow, robust inquiry and reporting capabilities, etc.

Proposers must respond to the ERP Requirements included in Appendix A – ERP Requirements; responses should be entered into the document. Proposers are to respond to each of these requirements with one of the following response codes:
• Y – Meets Requirement
• N – Does Not Meet Requirement
• W/C – Workaround Proposed or Customization Needed to Meet Requirement • T – Third-Party Solution to Meet Requirement
Response Codes “Y” and “N” do not require written responses/comments unless the Proposers wish to present additional benefits or opportunities related to their solution and the requirement. However, response codes “W/C” and “T” do require written responses. For these response codes, Proposers must describe how the requirement will be met.

If the proposed solution does not offer the specified functionality directly, and if a 3rd party solution with which the proposed solution has been proposed, it must be a solution for which a comparable project with another public sector client has been previously, successfully implemented.

5.3.2 Required Interfaces
The City has identified several additional systems in use across the City for which interfaces with the replacement financial and/or human resources management systems will be required. Proposers should identify in their proposals each of these required interfaces and include the necessary work effort related to and cost of accommodating these interface requirements with the proposed solution; the list of system integration requirements is located in Appendix A – ERP Requirements.

5.3.3 Data Conversion
The City desires to retain, convert and load its current and historical data (including records, libraries, supporting documents, and related file attachment meta-data) to the Future System.

Table 6, Data Conversion Requirements, provides a list of data by functional areas and a description; a detailed list of data conversion requirements is included in Appendix A – ERP Requirements.

ATTACHMENT 2
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Table 6 – Data Conversion Requirements
Current Repository Description
Tyler Eden ERP
(Current data goes back to 2001)
• General ledger financial data, vendor Information,
customer information, budget data, project data,
capital asset data, purchase orders, grant data,
payment voucher data, customer invoices, payment
data/history, contracts, inventory, various financial
reports including but not limited to Trial Balance,
Revenues & Expenditure ledgers.
• The City will require historic transactional data going back at least five years.

Intellitime Virtual Timecard
(Current data goes back to 2007)
• Employee data, payroll history, job history, benefit
elections, position data/history, performance data,
training history, accrual balances.

5.3.4 Implementation Timeline
The City is seeking guidance from the Proposers based on their experience for the recommended module phasing and timing. Proposers should clearly communicate all key assumptions along with their proposed schedule. The City is open to suggestions for how best to implement the Proposer’s solution. The Proposer’s recommended implementation timeline should be clearly articulated in their proposal response as described in Section 6 – Implementation Approach and Work Plan under the Proposal Submission Requirements discussed in the next section of this document.

6. PROPOSAL REQUIREMENTS

6.1 General Instructions
Proposals should be prepared simply and economically and provide a straightforward, concise description of the Proposer’s company, qualifications, proposed solution, and capabilities to satisfy the requirements of this RFP. Emphasis should be on completeness and clarity of content. Glossy sales and marketing brochures are not necessary.

Proposals should be organized consistent with the outline provided in this section of the RFP.

Proposers should follow all formats and address all portions of the RFP set forth herein providing all information requested. Proposers may retype or duplicate any portion of this RFP for use in responding to the RFP, provided that the proposal clearly addresses all of the City's information requirements.

If Proposer can provide both on-premises and SaaS versions of the solution, please provide a proposal for each option. The City is open to both options, but prefers an on-premises solution.

ATTACHMENT 2
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6.2 Proposal Format and Content
Proposals must be structured, presented, and labeled in the following manner:
• Cover Letter
• Table of Contents
• Section 1 – Executive Summary
• Section 2 – Company Background
• Section 3 – Company Qualifications
• Section 4 – References
• Section 5 – Proposed Solution
• Section 6 – Implementation Approach and Work Plan
• Section 7 – Ongoing Maintenance and Support
• Section 8 – Pricing
• Section 9 – Software Licensing and Maintenance Agreements Failure to follow the specified format, to label the responses correctly, or to address all the subsections may, at the City’s sole discretion, result in the rejection of the Proposal.

6.3 Cover Letter
The proposal must include a cover letter that provides the following:
• Proposer’s legal name and corporate structure
• Proposer’s primary contact to include name, address, phone, and email • Identification of use of subcontractors and scope of work to be performed by subcontractors
• Identification of any pending litigation against the Proposer • Disclosure of any bankruptcy or insolvency proceedings in last ten (10) years • Statement indicating the proposal remains valid for at least 120 days • Statement that the Proposer or any individual who will perform work for the Proposer is free of any conflict of interest (e.g., employment by the City) • Statement of acknowledgement that the City’s legal contract documents have been reviewed and accepted with or without exception, including but not limited to indemnification provisions and insurance requirements. If exceptions are involved, those items where adjustment or modification is being requested must be identified and listed along with suggested modifications to the contract. When rating the proposals, the City may take into consideration any exceptions taken to the City’s ATTACHMENT 2
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proposed contract language. If no exceptions are noted, the City will assume that the Proposer is capable of performing all tasks and services without reservation or qualification to the contract.
• Signature of a company officer empowered to bind the Proposer to the provisions of this RFP and any contract awarded pursuant to it
• Cover letter must be addressed to the following City Project Manager:

Kyle Olsen, Finance Analyst
City of Monterey – Finance Department
735 Pacific St., Suite A
Monterey, CA 93940

6.4 Table of Contents
All sections must be identified, and pages are to be consecutively numbered.

6.5 Section 1 – Executive Summary
This section of the proposal should provide a brief and concise synopsis of Proposer’s proposal and a description of the Proposer’s credentials to deliver the services sought under the RFP.

6.6 Section 2 – Company Background
This section of the proposal should identify the following:
a) A brief description of the Proposer’s background
b) Identify the location of headquarters, technical support, and field offices and the location of office which would service the City
c) Identify Proposer’s annual company revenues and profit for the last three company fiscal years

6.7 Section 3 – Company Qualifications
In this section of the proposal, the Proposer must identify company qualifications and experience in implementing solutions similar to what the City is seeking:
a) Describe the Proposer’s familiarity with public sector ERP systems and associated business processes, and specific experience with similar implementations b) Identify your existing client base including the number of existing clients using the version/release of the software being proposed. Specifically identify experience with similar-sized California agencies

6.8 Section 4 – References
The Proposer must provide five (5) references with at least three (3) of the references for systems that have been successfully implemented for California public sector entities during ATTACHMENT 2
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the last five (5) years (NOTE: currently in-progress / incomplete implementations will not be considered to satisfy this reference requirement). The City prefers references from California agencies of similar size and complexity to the City of Monterey. For each reference, proposer must provide the following:
a) Reference name and contact information (including Customer Name, Contact Name, Title, Address, Telephone Number, and Email Address)
b) Brief project description, including identifying the software version and modules implemented, services provided, and interfaces implemented c) Implementation timeline and Go-Live date
The respondent grants permission for the City to contact any individuals listed as references.

The City may disqualify a Proposer if:
a) References fail to substantiate Proposer’s description of services and deliverables provided; or
b) References fail to support that Proposer has a continuing pattern of providing capable, productive, and skilled personnel, or
c) The City is unable to reach the point of contact for a reference with reasonable effort. It is the Proposer’s responsibility to inform the point of contact(s) that they have been listed as a reference and of normal City working hours.

6.9 Section 5 – Proposed Solution
In this section of the proposal, the Proposer must identify the proposed solution, including the following:
a) Solution Overview
i. Name and origin of solution
ii. Release history and current release being proposed
iii. Proposed modules
iv. Mobile capabilities of the proposed modules
b) Application Integration / Interface (API)
i. Describe how Proposer would support and manage the integration/interface with the City’s existing applications (as identified in Appendix A – ERP Requirements) with the new ERP
ii. Describe APIs and web-services available to pull and push data:
• Are the APIs secured and encrypted?
• Is there an option to access the data directly from the database? c) Data Storage and Backup
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i. Describe approach to data storage
ii. Describe data backup process
iii. Describe the network bandwidth required between the City and hosting facilities (for SaaS solutions)
iv. Describe what options are available for dedicated bandwidth (if available) v. Describe scalability options for computing power (CPU, RAM, and storage) d) Data Access and Security
i. Describe how data access is managed
ii. Describe the environment (single or multi-tenant)
iii. If a multi-tenant environment, how is the data segregated? iv. If a multi-tenant environment, how is security managed? e) Business Continuity and Disaster Recovery
i. Describe approach to business continuity & disaster recovery f) Service Level Agreements (SLA’s)
i. Describe supported SLA options (i.e., reliability, availability, performance, issues, requests, system response time, etc.)
g) Transition
i. Describe proposed exit strategy at contract end or termination h) Response to Appendix A – ERP Requirements:
i. The City has included herein a copy of Appendix A – ERP Requirements in Microsoft Word format; to address this section, Proposers should use that file to respond to each requirement in Appendix A. Please see Appendix A for additional instructions.

6.10 Section 6 – Implementation Approach and Work Plan
Proposers must identify the proposed implementation approach to include the following:
a) Provide a project organization chart highlighting the key staff who will be assigned to the project. Provide resumes for the project manager and other key assigned resources, including the number of similar engagements and details about their work with government agencies specifically related to similar projects, the number of years of their experience in the field, and the number of years with your firm b) Describe your project management methodology/approach, including your approach to Change Management, Risk Management, Issues Management and Communication Management
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c) Based on Proposer’s experience with similar-size agencies, provide recommended project phasing and an implementation schedule, including milestones d) List and describe all implementation deliverables and documentation that will be provided
e) Describe the roles and responsibilities of City staff during implementation and provide an estimated level of effort
f) Describe your firm’s approach to facilitating / supporting the review and redesign of a client’s chart of accounts structure; provide an example from a prior, similar public sector client’s completion of this effort
g) Describe your data conversion and migration approach including roles and responsibilities of the Proposer and City staff for key activities. Note that the City’s expected data conversion scope has been highlighted in Table 6 of this document. h) Describe Proposer’s services and support to perform the data extraction from the existing system, data cleansing, and mapping. If the Proposer does not offer these services, please identify alternative companies that can support this activity i) Describe your training plan to ensure the City is prepared to operate the system prior to the go live date (Go Live)
j) Describe your testing approach to include the criteria and methods to ensure successful completion of user acceptance testing prior to Go Live

6.11 Section 7 – Ongoing Maintenance and Support
In this section of the proposal, the Proposer should address the following:
a) Describe ongoing support services including help desk processes and procedures, support hours (in Pacific Time), escalation procedures, and response time commitments for various priority items
b) Describe how upgrades, patches, and other maintenance is performed including:
ii. The City’s expected role in this process
iii. The frequency that application releases and patches have been made available within the past two (2) years
c) Describe change management process (post implementation) d) Identify if there are any solution user groups and/or user conferences

6.12 Section 9 – Software Licensing and Maintenance Agreements In this section, the Proposer must provide any software licensing, maintenance, or 3rd party agreements that will be required to implement and use the Proposer’s solution.

6.13 Section 8 – Cost Proposal (Price Sheet made available as a separate document)
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Proposers must prepare a clear and comprehensive understanding of all costs associated with the software, implementation services, and ongoing maintenance of the proposed system.

The City will evaluate proposals based on the “Total Cost to Implement (TCI)” and the “Total Cost to Operate (TCO).” TCI will include all costs required for a successful implementation.

The TCO will be calculated based on TCI plus ten (10) years of annual maintenance fees or SaaS service fees.

Although the City prefers a SaaS ERP system, it is open to consideration of an on-premises solution platform. If a Proposer wishes to propose both SaaS and on-premises platform solutions, they must not combine pricing on one copy of Appendix B (doing so will skew the Cost Proposal); Proposer should only complete pricing in tabs that apply to their proposed solution platform.

The Proposer’s implementation pricing must identify all costs required including:
a) Software Licensing Costs during implementation period (must be minimal if any) b) Implementation Services – Provide lump sums for each of the below:
(1) Project management
(2) Implementation, installation, and configuration, including related travel costs • Note: No “mark-up” will be allowed for direct costs. If applicable, per diem shall be billed at a maximum of the GSA rate and mileage shall be billed at the IRS mileage rate in place at the time of billing.
• Sub-consultant services, if any, are to be billed at cost plus ten percent (10%) maximum. No “mark-up” will be allowed for per diem or mileage. (3) Data conversion and migration
(4) Interface development
(5) Integrated testing and user acceptance testing support (6) Training and documentation
(7) Go-Live support
(8) Payment Plan, including details on expected timing of payments as modules are implemented
c) Software Licensing Costs after “Go-Live” date and / or Ongoing Maintenance and Support – Proposer’s ongoing maintenance and support pricing should clearly identify the annual costs for 5 years including:
(1) Software License / Maintenance
(2) Post-Implementation Support
(3) Continuing Additional Training
As discussed in Appendix B – Vendor Cost Proposal, the City has provided Proposers an electronic (Microsoft Excel) spreadsheet with a pricing template that must be completely ATTACHMENT 2
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filled out and included in Proposer’s response. The City will evaluate Proposer pricing information based solely on the information provided in the Pricing Templates. The template provides space for Proposers to identify any assumptions or comments that will ensure the City understands what is being proposed.

If providing hourly rate sheets, Proposer shall not include rate ranges or averages.

7. Proposal Submission and Evaluation Procedures

7.1 Submission of Proposals
Sealed proposals will be received through the City’s e-Procurement Portal, OpenGov Procurement until 5:00 p.m., November 4, 2024. Proposals will not be accepted after this time.

In order to download project documents, you must register as a vendor, at no cost, through the City’s e-Procurement Portal. Potential proposers, subcontractors and suppliers are responsible for reviewing the complete bidding documents, including all addenda, prior to submitting their proposal. They are also advised to check the City’s e-Procurement Portal periodically and prior to submitting their proposal.

Prior to the Submission Date, proposals may be withdrawn through the City’s e-Procurement Portal by means of the responding firm “unsubmitting” their proposal in OpenGov Procurement. After withdrawing a previously submitted proposal, the responding firm may submit another proposal at any time up to the deadline for submitting proposals.

7.2 Review and Evaluation of Proposals
Proposals submitted will be evaluated by key City personnel. The City reserves the right to retain all proposals submitted and use any idea in a proposal regardless of whether that proposal is selected.

The City reserves the right, at its sole discretion, to request clarifications of proposals or to conduct discussions for the purpose of clarification with any or all Proposers. The purpose of any such discussions shall be to ensure full understanding of the proposal. Discussions shall be limited to specific sections of the proposal identified by the City and, if held, shall be after initial evaluation of proposal is complete. If clarifications are made as a result of such discussion, the Proposer shall provide such clarifications in writing to the City.

An evaluation committee of City staff personnel will review and evaluate all proposalsreceived by the due date based on the following criteria:

1. Ability to Design an Approach and Work Plan to Meet the Project Requirements.

An assessment of the overall quality of the proposal. Qualities and indicators that will receive consideration include the Proposer’s performance in converting the Scope of Work into a work plan; the detail and clarity of the discussion as to the ATTACHMENT 2
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Proposer’s approach to undertaking the project; the Proposer’s performance in identifying any special problems or concerns which may be associated with the project and preliminary ideas about how these obstacles should be addressed; the inclusion of any unique approaches which are designed to save time and money or increase the benefits or effectiveness of the proposed work; the demonstrated ability to work with governmental bodies; and a full understanding of applicable laws or regulations that relate to the project as well as to the City in the performance of the related functions as a public sector, California entity.

2. Appropriateness of Proposed Solution. An assessment of whether the proposed solution meets the City’s functional and technical requirements. Qualities and indicators that will receive consideration include whether all functional and technical requirements are addressed, that a rational plan has been outlined for completion of data conversion, development and testing of system interfaces, and end user testing and training; that the proposed solution meets the City’s existing technology standards.

3. Ability of the Proposer to Carry Out and Manage the Proposed Project. An assessment of the past experience of the organization in general. Qualities and indicators that will receive consideration include the number and types of similar public sector projects the organization or its employees have completed; the variety of projects completed and a demonstration of the organization’s ability to undertake this project; the general level of experience in the areas of supervision, observing and monitoring projects; the organization’s ability to realize timetables and quality control objectives; and the demonstrated general ability to bring about a successful completion of the projects under the Proposer’s direction.

4. Staff: An assessment of the perceived ability of each organization to devote the necessary human resources and management attention to the project. Has the Proposer identified the key staff members who will be assigned to the implementation effort? Do the qualifications of key personnel to be assigned to the project coincide with project’s requirements? Do assigned personnel and subconsultant personnel have requisite education, experience, and professional qualifications and licenses?

5. Familiarity with Locality: Does the firm have familiarity with the City required to successfully complete the project? How close are the firm’s permanent offices to the Monterey Peninsula?

6. Willingness to Comply with the Proposed Agreement Terms. A sample agreement is attached as Appendix C. Proposals will be rated based on any exceptions taken to the proposed agreement. Proposers should redline any exceptions to the proposed agreement in their proposal submission. When rating the proposals, the City may take into consideration any exceptions taken to the proposed agreement.

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7. Reputation: Do the firm’s references meet and align with the City’s requirement for similar, public sector solution implementations? Do the City’s “diligence efforts” (e.g., site visits and/or reference checks) related to the Proposer’s prior clients and associates confirm favorable project outcomes; and does the firm show financial and operational stability?

8. Cost of Proposal: Cost, while not determinative, may be considered in the selection process. The City may also consider the payment plan proposed in the selection process.

7.3 Selection and Negotiation Procedures

1. At the completion of the review process, proposers will be ranked based on the Evaluation Criteria described in section 7.2 above. The City will select the two (2) most highly qualified firms to form a “shortlist”, whose proposals will be advanced for further review.

2. Proposers should be aware that two (2) finalists will be required to participate in a proof-of-capabilities (POC) demonstration to allow staff to fully understand the proposed solution. The POC demonstrations are a multi-day process for each selected Proposer and will include an onsite, scripted demonstration using scenarios developed and provided by the City. Demonstrations are intended to evaluate critical product functionality. In addition, proposed key staff may be required to attend any or all demonstrations and interviews, if Proposer is invited.

Proposers must be prepared to invest the time and resources in the POC demonstration to be successful in this procurement.

3. Upon completion of the demonstrations, and based on scoring completed by City participants, key stakeholders will complete “due diligence” by reaching out to the Proposers’ references – as well as to any other identified client of the Proposer – for feedback on their respective experience and satisfaction with the Proposer and the proposed solution. Due diligence efforts will be completed independently from and will not include the solution Proposer.

4. Following the completion of due diligence efforts, the City review team will make a recommendation for moving forward with a selected Proposer, and contract negotiations will be initiated accordingly. If the negotiations are successful – that is, agreeable to the City – then an agreement will be placed on a City Council agenda for approval consideration. If fee negotiations are unsuccessful with the selected firm, the City reserves the right to negotiate with any other firm that participated in the procurement effort.

7.4 General Conditions
The City of Monterey reserves the right to enter into agreements with multiple firms as a result of this solicitation. Further, the City makes no representations that any agreement will be ATTACHMENT 2
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awarded to any organization submitting a proposal. The City reserves the right to reject any and all proposals submitted in response to this request or any addenda thereto and may, in its discretion, reissue its Request for Proposals.

The City also reserves the right to reject any sub consultant or individual working on a consultant team and to replace the sub consultant or individual with a mutually acceptable replacement.

Any changes to the proposal requirements will be made by written addendum.

7.5 Liability of Costs and Responsibility
The City shall not be liable for any costs incurred in response to this Request for Proposals. All costs shall be borne by the person or organization responding to the request. The person or organization responding to the request shall hold the City harmless from any and all liability, claim or expense whatsoever incurred by or on behalf of that person or organization. All submitted material becomes the property of the City of Monterey.

The selected lead consultant will be required to assume responsibility for all services offered in the proposal whether or not they possess them within their organization. The selected lead consultant will be the sole point of contact with regard to contractual matters, including payment of any and all charges resulting from the contract.

7.6 Public Nature of Proposal Material
Responses to this Request for Proposals become the exclusive property of the City. At such times as a formal recommendation to award an agreement to one proposer is made to the awarding authority, all submittals received in response to this Request for Proposal become a matter of public record and shall be regarded as public records, with the exception of those elements in each submittal which are business or trade secrets and plainly marked as “Confidential,” “Trade Secret,” or “Proprietary” or if disclosure is not required under the California Public Records Act. Any submittal which contains language purporting to render all or significant portions of the proposal “Confidential,” “Trade Secret,” or “Proprietary,” shall be regarded as non-responsive.

Although the California Public Records Act recognizes that certain confidential trade secret information may be protected from disclosure, the City may not be in a position to establish that the information that a proposer submits is a trade secret. If a request is made for information marked “Confidential,” “Trade Secret,” or “Proprietary,” the City will provide the proposer who submitted the information with reasonable notice to allow the proposer to seek protection from disclosure by a court of competent jurisdiction.

7.7 Validity
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The proposer agrees to be bound by its proposal for a period of ninety (180) days commencing from the date proposals are due, during which time the City may request clarification or correction of the proposal for the purpose of evaluation. Amendments or clarifications shall not affect the remainder of the proposal, but only the portion so amended or clarified.

7.8 SaaS Services Agreement
A sample agreement has been provided as Appendix C for the proposer’s review and comment. If a proposer wishes to take exception to any of the terms and conditions contained in the consultant agreement, these should be identified specifically; otherwise, it will be assumed that the proposer is willing to enter into the agreement as it is written.

Proposers should redline any exceptions to the proposed agreement in their proposal submission and provide alternative suggested provisions.

Failure to identify contractual issues of dispute can later be the basis for the City disqualifying a proposer. Any exceptions to terms, conditions, or other requirements must be clearly stated. Otherwise, the City will consider that all items offered are in strict compliance with the RFP, and the successful proposer will be responsible for compliance. The City will consider such exceptions as part of the evaluation process, which may constitute grounds for rejection of the proposal. The agreement will not be executed by the City without first being signed by the proposer.

7.9 Permits and Licenses
Proposer, and all of proposer’s sub consultants, at its and/or their sole expense, shall obtain and maintain during the term of any agreement, all appropriate permits, certificates and licenses including, but not limited to, a City Business License, which will be required in connection with the performance of services hereunder.

7.10 Oral and Written Explanations
All questions or requests for interpretations must be submitted via the City’s e-procurement portal in accordance with the City’s timeline outlined in section 4. If found necessary, interpretation or correction will be made by written addendum, which will be posted on the e-procurement portal, OpenGov Procurement, and available to all proposers and potential proposers. Such addenda are to be considered as part of this Request for Proposal and shall be binding on all proposers.

The City will not be bound by oral explanations or instructions given at any time during the review process or after the award. Oral explanations given during the review process and after award become binding only when confirmed in writing by an authorized City official.

7.11 Proposer’s Representative
The person signing the proposal must be a legal representative of the firm authorized to bind the firm to an agreement in the event of the award.

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7.12 Insurance
General liability, automobile, professional liability, cyber liability, technology professional liability errors and omissions, and worker’s compensation insurance are required in the amounts set forth in the City’s standard agreement, attached here as Appendix C Proposers should consider the costs of carrying the insurance required.

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APPENDIX A – ERP REQUIREMENTS
The City is asking for an individual response or confirmation on each requirement included in the file “City of Monterey – ERP Requirements” which has been created as a supplemental document to this RFP. Respondents must use the response codes identified within the file when updating the document. The City will incorporate the completed ERP Requirements document into the final agreement.

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APPENDIX B – VENDOR COST PROPOSAL
Respondents are required to complete and submit electronic copies of each of the worksheets included in the file “City of Monterey – ERP Vendor Cost Proposal.xls,” which has been created as a supplemental document to this RFP. Respondents must complete all worksheets in the file.

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APPENDIX C – SaaS SERVICES AGREEMENT
Respondents are required to review and redline any exceptions to the proposed agreement in their proposal submission.

ATTACHMENT 2
Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 32, Packet Page 65 City of Monterey
ERP Procurement and Implementation
Friday, December 6, 2024
Jason Cloutier - Account Executive
1 Tyler Drive, Yarmouth, Maine 04096
Phone: 800.772.2260 ext: 884814
Email: [email protected]
ATTACHMENT 3
Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 33, Packet Page 66 Restrictions on Disclosure
This proposal from Tyler Technologies, Inc. (“Tyler”) contains proprietary and confidential information, including trade secrets, belonging to Tyler or Tyler’s partners. Tyler is submitting this proposal on the express condition that the following portions will not be duplicated, disclosed, or otherwise made available, except for internal evaluation purposes:
• Response to the Functional Requirements, or “Checklist” • Line-item pricing (total proposed contract amount may be disclosed) • Screen shots, if any
• Detailed information regarding current customers
• Detailed employee resumes/CVs
To the extent disclosure of those portions is requested or ordered, Tyler requires written notice of the request or order. If disclosure is subject to Tyler’s permission, Tyler will grant that permission in writing, in Tyler’s sole discretion. If disclosure is subject to a court or other legal order, Tyler will take whatever action Tyler deems necessary to protect its proprietary and confidential information and will assume all responsibility and liability associated with that action.

Tyler agrees that any portions not listed above and marked accordingly are to be made available for public disclosure, as required under applicable public records laws and procurement processes.

Trademarks Disclaimer
Because of the nature of this proposal, third-party hardware and software products may be mentioned by name. These names may be trademarked by the companies that manufacture the products. It is not Tyler’s intent to claim these names or trademarks as our own.

Same Tyler Products, New Names
Since 1999 Tyler has been building the best array of software solutions for the public sector. If you have spoken with one of our representatives, attended a demonstration, or browsed our website before 2022, you may notice some changes in our products. Many of Tyler’s products are getting new, simplified names. These updated names will be functional in nature, making it easier to understand what our products do.

Our products are changing in name only. There will be no change in product functionality, support, or services. You can continue to expect the best with Tyler. We are excited to share this journey into the next evolution of Tyler Technologies.

For details, please visit https://www.tylertech.com/about-us/who-we-are/product-name-update-faq ATTACHMENT 3
Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 34, Packet Page 67 One Tyler Dr
Yarmouth ME 04096
P: 800.772.2260
F: 207.781.2459
www.tylertech.com
Friday, December 6, 2024
Cover Letter
City of Monterey
Kyle Olsen, Finance Analyst
735 Pacific St., Suite A
Monterey, CA 93940
RE: Response to RFP for ERP Procurement and Implementation Dear Kyle Olsen:

Tyler Technologies, Inc. (Tyler) is pleased to respond to the City of Monterey’s RFP dated Monday, October 28, 2024, for ERP Procurement and Implementation. The attached response will detail our complete offering, including:
• The Enterprise Permitting & Licensing software solution • Necessary consultation to define scope of services
• Implementation of software and services
• Training on, and support of, provided software and services In presenting the enclosed response, Tyler warrants that it is unaware of any known conflict of interest in responding to, or submitting, said response to the City of Monterey’s RFP. Tyler also warrants that it complies, and acts in accordance, with:
• Federal Executive Orders relating to the enforcement of civil rights • Federal Codes regarding Anti-discrimination in Employment • Title 6, Civil Rights Act of 1964
• Requirements of the Americans with Disabilities Act of 1990 for work performed due to this RFP This response and proposed cost shall be valid and binding for 120 days following the RFP due date. Except as set forth in this response, this document may be released in part or in total as public information in accordance with the requirements of the laws covering same.

One or more individuals in the Tyler Contracts Department have read and accepted the terms and conditions of the RFP and any amendments, except as modified by, taken exception to, or otherwise set forth in Tyler’s response.

Tyler has provided the responses to the following acknowledgements on the next page:
• Pending Litigation
• Disclosure of Bankruptcy
• Conflict of Interest
• Exceptions
If you have any questions, please feel free to contact:

Jason Cloutier, Account Executive
800.772.2260 ext: 884814 - [email protected] Respectfully submitted,
Tina Mize
Group General Counsel, Tyler Technologies, Inc.

ATTACHMENT 3
Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 35, Packet Page 68 Tyler Technologies, Inc. is a publicly traded corporation (NYSE: TYL) EIN: 75-2303920
o Pending litigation
Tyler has not been involved in any litigation related to any of the products or services being proposed here. However, to the extent required by the request, Tyler discloses the following instances of currently pending litigation filed against Tyler related to other products and services that Tyler provides. None of the identified matters will in any way affect Tyler’s ability to deliver on its proposal.

Litigation matters involving a Tyler client: Tyler has more than 40,000 successful installations across more than 13,000 sites, with clients in all 50 states, Canada, the Caribbean, Australia, and other international locations.

Litigations between Tyler and a Tyler client are not common. Tyler makes every effort to engage in reasonable and productive dispute resolution processes with its clients when there are project challenges or other apparent impasses under a contract. In limited circumstances, a Tyler client feels compelled to bring a lawsuit (often for reasons that, although unstated, are outside Tyler’s control), or a third-party brings a lawsuit involving both Tyler and a Tyler client.

Currently, there is one pending lawsuit that meets this description, summarized below:
• Cobb County v. Tyler Technologies, Inc. (Cobb County Superior Court, GA, No. 0165432- cv-2023): On December 6, 2023, Tyler was served with the above-captioned lawsuit. It alleges a single claim for breach of contract arising out of Tyler’s engagement to implement business licensing and community development solutions for the County.

The complaint is legally and factually deficient. Tyler is confident there is no basis for the County’s position, and that if any party breached the contract, it was the County.

Tyler has filed a counter-claim for breach of contract against the County.

Lawsuits otherwise involving Tyler software or services: Third parties have also brought lawsuits against Tyler based on some alleged connection between the cause of action and a Tyler software or service.

Currently pending lawsuits that meet this description are summarized below:
• Casey v. Tyler Technologies, Inc. (Okla. County District Court, OK Case No. 24-CJ-5929): On September 12, 2024, plaintiff filed a class action petition in Oklahoma state court asserting claims related to a limited data security incident in a legacy software product that Tyler duly provided notice of and credit monitoring for.

Plaintiff made conclusory assumptions to support her claims for negligence and similar counts. Tyler was able to quickly engage, correct the underlying assumptions, educate plaintiffs’ counsel on the actual scope of the incident, and achieve an early resolution. The parties are currently finalizing a settlement agreement for court approval.
• Teasley v. Tyler Technologies, Inc. et al. (M.D.N.C., Case No. 24-cv-629): On August 7, 2024, Tyler was served in the above-captioned lawsuit. The plaintiff is a serial litigant who has previously been cautioned by the same judge in this case for her frivolous filings. The plaintiff’s claims here seek to make out a defamation argument based on Tyler’s alleged posting of docketing information for criminal charges filed against the plaintiff in 2001. The plaintiff’s claims are misplaced, as Tyler neither creates, modifies, nor maintains docketing information and does not control the configurations for which dockets are posted to the docketing site. Tyler is evaluating its options for the most efficient way to secure a dismissal of this suit. • Chaplin et al. v. Rowe et al. (M.D. N.C., Case No. 23-cv-423): On August 15, 2023, Tyler was served in the above-captioned lawsuit. The complaint includes allegations against two county sheriffs and Tyler, with statutory claims against the sheriffs and a claim of negligence against Tyler. The allegations against Tyler purport to assign liability to Tyler, because of the deployment of an “eCourts” software system, that plaintiffs claim led to the wrongful arrest and detention of two named plaintiffs. Tyler is confident, on both the facts and the law, that plaintiffs’ claims are misplaced. For example, one of the named plaintiffs was arrested before Tyler’s software was even being used in the corresponding county, and his detention was prolonged because the county did not have a monitoring device available – something Tyler does not even provide. Tyler has moved to dismiss the claims against it. Since the initial complaint the plaintiffs have ATTACHMENT 3
Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 36, Packet Page 69 amended their complaint multiple times and Tyler has moved to dismiss each one. Our most recent motion is currently pending. The passage of time has not yielded any new evidence or arguments that change Tyler’s position – plaintiff’s complaints do not relate to Tyler or Tyler software, and there is no evidence of a defect in the Tyler software that would result in someone being over-detained. • Roe et al. v. The State Bar of California et al. (Superior Court of California, County of Orange, Case No. 22- CIV-01250695): On March 28, 2022, Tyler was added as a defendant to the above-captioned proceedings.

The allegations relate to data harvesting performed by a third-party (a website known as judyrecords.com) on public-facing websites known as Odyssey Portal that Tyler licenses. The State Bar of California maintains an Odyssey Portal, and judyrecords.com was able to harvest data relating to public and non-public case records searchable on that site. The plaintiffs allege various state and federal law claims relating to privacy and antitrust violations. The plaintiffs purport to bring the lawsuit as a class action. Tyler does not believe that there is a basis to certify the alleged class, or that the claims against Tyler have merit. Tyler removed the lawsuit to federal court, where plaintiffs’ anti-trust claims were dismissed on defendants’ motion. The case was then remanded to state court, where it remains pending, subject to dismissal due to the disbarment of the plaintiffs’ attorney and her inability to find another lawyer willing to prosecute the case.

In one of many end-runs around the invalidity of the original class action due to non-representation, the original (now disbarred) class counsel filed yet another lawsuit, this time in federal court, on behalf of another purported class. (Albert v. Tyler Technologies, Inc. et al, C.D. Cal. Case No 24-cv-1997). While the new lawsuit names Tyler, its focus is on Tyler’s co-defendants, whom plaintiffs allege discriminated against them by pursuing disciplinary actions against them. Tyler intends to move to dismiss and is considering seeking sanctions.
o Bankruptcy or insolvency proceedings in the last ten (10) years Tyler has not been involved in any bankruptcy or insolvency proceedings. o Conflict of interest
Tyler is unaware of any current conflicts of interest with the Client. Tyler also maintains a Code of Business Conduct and Ethics policy designed to deter any potential conflicts of interest:
https://investors.tylertech.com/governance-and-esg/governance-documents/default.aspx o Exceptions
Refer to Tyler’s exceptions in Section 9 – Software Licensing and Maintenance Agreements ATTACHMENT 3
Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 37, Packet Page 70 Table of Contents
Cover Letter ........................................................................................................................................... 3 Section 1 – Executive Summary ............................................................................................................. 7 Section 2 – Company Background ......................................................................................................... 9 Section 3 – Company Qualifications .................................................................................................... 12 Section 4 – References ......................................................................................................................... 15 Section 5 – Proposed Solution ............................................................................................................. 19 Section 6 – Implementation Approach and Work Plan ..................................................................... 194 Section 7 – Ongoing Maintenance and Support................................................................................ 218 Section 8 – Pricing .............................................................................................................................. 222 Section 9 – Software Licensing and Maintenance Agreements......................................................... 236 ATTACHMENT 3
Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 38, Packet Page 71 City of Monterey Section 1 – Executive Summary
ERP Procurement and Implementation Tyler Technologies, Inc.

Section 1 – Executive Summary
This section of the proposal should provide a brief and concise synopsis of Proposer’s proposal and a description of the Proposer’s credentials to deliver the services sought under the RFP.

Tyler Technologies is pleased to participate in the City of Monterey’s Enterprise Resource Planning RFP. As you may know, Tyler is already a long-standing business partner of the City. This relationship spans several application offerings through multiple decades and is one that Tyler values deeply. It is our sincere hope that through this RFP and subsequent evaluation process that, together, we continue to forge a most meaningful Connected City of Monterey and Community vision.

As the largest and most established provider of integrated software and technology services focused solely on the public sector, we believe that we are uniquely positioned to fulfill the requirements of the city. Today, Tyler’s commercially available ERP solution, is installed in over 2,200 Counties, Cities and Towns across the Country.  We understand the City of Monterey has a deep desire for a purpose driven, fully integrated solution designed to connect and facilitate the enterprise. With the help of our end user client community and industry specific market approach, we have been delivering highly functional application offerings to the public sector for more than 30 years. With Tyler, you can feel confident we understand your needs and have the proven ability to deliver and implement our quality products and services on time and on budget. Simply put, with Tyler you gain a partner who understands your needs and the ever-changing public sector market. We pride ourselves in enabling and empowering users to become more efficient, productive, and responsive to the needs of their constituents. These factors, along with our outstanding value, make the Tyler ERP Solution the perfect fit for the City of Monterey.

Tyler partners with our clients to empower the public sector — cities, counties, schools, and other government entities — to become more efficient, more accessible, and more responsive to the needs of citizens and the larger local community. As a current client, the City of Monterey already knows we provide the industry’s broadest line of software products and offer clients a single source for all of their information technology needs in several major areas: ERP, Appraisal & Tax, Civic Services, Land & Official Records, Courts & Justice, Public Safety, Data & Insights, and Schools.

Tyler Technologies is known for long-standing client relationships, functional and feature-rich products, and the latest technology without compromising solution stability. In addition to software products, Tyler can provide the City all related professional services including installation, data conversion, consulting, training, customization, support, disaster recovery, and application and data hosting.

Our Experience
At our core, we passionately believe that every city client is different. There exists no ‘one size fits all’ application nor implementation service delivery plan. At Tyler Technologies, we passionately believe the core differentiator in our approach and understanding of the marketplace is our unique ability to own and deliver software and services for each individual business partner. We never rely on third party system integrators and implementers who may not be completely focused on the project and may have disconnected interests in the project outcome. When contracting with Tyler’s ERP Division, you can take great comfort that our dedicated staff and personnel have implemented Tyler applications in hundreds of other public sector entities. Our experienced Project Managers have obtained their PMI Certification and will utilize the Project Management Institute’s proven methodologies to insure an on-time and on-budget implementation.

As mentioned above, Tyler has implemented our Munis Enterprise Resource Planning solutions in over 2,200 local governments. As such, our trained personnel perform and guide all aspects of implementation ATTACHMENT 3
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incorporating expertise and past lessons learned into your project. Our staff consists of seasoned professionals with years of experience, and unique and proprietary skills, specialized in managing and delivering projects focusing on your business processes. Tyler’s ERP division has grown and evolved over time, taking our lessons learned from projects to identify key areas of workflow and system design that positively impact a city-wide implementation.

Tyler recognizes that the public sector is a stable, risk averse industry. Ours is a marketplace that craves community accessibility, security, and transparency. In large part, that is why city governments seek reliable and efficient software and services from a single enterprise focused partner. Tyler Technologies has considerable pride as a vendor who is professional, reputable, dedicated, and achieves these results.

The following is a brief synopsis of why other cities, similar in demographic and stated requirements have chosen Tyler Technologies as a most dependable partner that offers the best total solution value to the City:

One Hand to Shake – Tyler Technologies is the sole developer, implementer, customer service and support provider of the Tyler ERP solution. We believe this approach provides our highly valued business partners greater peace of mind, minimal risk and an overall best return on investment.

Tyler ERP is 100% designed for public sector. Most of the ERP solutions the City may evaluate require system integrators who implement monolithic, one size fits all ERP solutions. A common issue government has faced with implementing these solutions is the business model of these companies is not in the best interests of public sector organizations. Solutions that cater to other industries need to be heavily customized to a particular client – or they lack specific functionality that governments need to be able to accommodate specific accounting practices or comply with regulatory requirements. These systems also lack the natural integrations between functional areas because they were separate product acquisitions instead of being developed as an enterprise ERP solution from the ground up. Traditionally, Tyler will implement projects at a far lower cost and/or hours compared to solutions reliant on third party integrators.

Tyler Understands Public Sector Needs for Flexibility. Unlike a third party systems integrator, whose sole source of revenue is billable hours (that you pay), Tyler’s implementers are focused on completing the project, and achieving your business goals, as efficiently as possible. That is why we can support contracts that are flexible and remediate concerns relevant to our government clients.

Financial Strength and Stability. Our conservative, long-term strategy has enabled us to survive when our competitors stalled on product development or closed their doors. We are committed to protecting the jobs of Tyler employees so they will continue to support and improve the systems and services that are essential to the governments and communities that serve all of us.

The Best Partner and Best Value for the City of Monterey, CA In short, at Tyler, we understand just how difficult selecting a new software solution can be. When doing so, public sector clients typically choose the software that appears to solve their current problems and meets their project goals. Some often-overlooked criteria in the process, however, is selecting the vendor who best understands the way the public sector operates. Helping clients successfully overcome their current issues and meet their future goals is why Tyler is the leader in the public-sector ERP market. We look forward to being involved in this review and welcome any next step engagement to better position the City of Monterey and Tyler Technologies to be better … Together!
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Section 2 – Company Background
This section of the proposal should identify the following:
a) A brief description of the Proposer’s background
Tyler Technologies is the largest and most established provider of integrated software and technology services focused on the public sector. Tyler's end-to-end solutions empower local, state, and federal government entities to operate more efficiently and connect more transparently with their constituents and with each other. By connecting data and processes across disparate systems, Tyler's solutions are transforming how clients gain actionable insights that solve problems in their communities. Tyler has more than 44,000 successful installations across more than 13,000 sites, with clients in all 50 states, Canada, the Caribbean, Australia, and other international locations.

Our Products
With decades of exclusive public sector experience, Tyler is the market leader providing integrated software and services. Subject matter experts and in-depth products result in a sustainable client partnership that delivers the industry’s most comprehensive solution. We provide the industry’s broadest line of software products and offer clients a single source for all their information technology needs in several major areas:

Property & Recording, ERP, Civic Services, Health & Human Services, Courts & Justice, Public Safety, Data & Insights, Cybersecurity, Payments, and Schools.

We are known for long-standing client relationships, functional and feature-rich products, and the latest technology. In addition to software products, Tyler provides related professional services including installation, data conversion, consulting, training, customization, support, disaster recovery, and application and data hosting.

About Tyler Technologies
• Empowering government and schools to create safer, smarter and more vibrant communities • Solutions include: Property & Recording, Civic Services, Courts & Justice, Data & Insights, ERP, Health & Human Services, Public Safety, and Schools
• Headquartered in Plano, Texas, with 68 office locations across the U.S., Manila, and Canada • Tyler was incorporated in Delaware in November 1989
• Tyler is a publicly traded corporation on the NYSE (TYL) • Founded in 1966
• Exclusively focused on local government since 1997
• More than 44,000 successful installations across 13,000 sites, with clients in all 50 states, Canada, the Caribbean, Australia and other international locations
• Client retention rate of 98%
• 7,400+ employees
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• Annual revenues of $1.95 billion (2023)
• Reinvestment of $123M into Research & Development
• Scalable products with the smallest jurisdiction (Loving County, Texas, with a population of 82) to the largest (Los Angeles County, California, with a population of 10.1M) Industry Leadership
Tyler strives to provide the best client services in the industry. Our products undergo testing by trained quality assurance and certified usability analysts, therefore our clients benefit from products that work logically based upon user experience and input. We also focus our implementation and support professionals on specific groups of applications so they can offer more specialized services.

Our commitment at Tyler is to ensure the highest level of client satisfaction through the efforts of Tyler’s most valued resource: its people. We challenge our employees to pursue new initiatives aggressively and become industry leaders in their respective fields. Tyler employs 7,400+ individuals, many of whom are seasoned professionals with unique and proprietary skills and years of industry experience. In fact, our employee turnover rate is very low – in recent years, about half of the industry average.

Company Recognition
Tyler Technologies has earned the reputation as an industry leader based on our products and commitment to our clients. These factors, along with our financial strength and industry partnerships, have resulted in numerous accolades. "The recognition emphasizes Tyler's consistently strong growth, which is a direct result of our commitment to supporting our more than 21,000 clients and the development of best-in-class software and services to serve the needs of the public sector" said John S. Marr Jr., Chairman of the Board of Tyler Technologies.

Tyler has been named to the following prestigious lists alongside some of the most innovative and influential companies in the United States.

Innovative and Strong
• Newsweek’s "America’s Greatest Workplaces for Diversity" • Government Technology Magazine's "GovTech Top 100"
• Dallas Business Journal's "North Texas Fastest-Growing Public Companies" • 2023 Esri Cornerstone Partner
• Forbes’ "America’s Best Large Employers"
• Forbes’ "America's Best Employers for Diversity"
• Forbes’ "Best Employers for Women"
• Forbes’ "Best Midsize Employers"
• Forbes’ "Most Innovative Growth Companies"
• Forbes’ "America’s Best Small Companies"
• Fortune's "100 Fastest-Growing Companies"
• Barron’s 400 Index ranking, a measure of "Most Promising Companies in America" • Software Magazine’s "Software 500" ranking of the world’s largest software and service suppliers • Dow Jones Sustainability Index (DJSI) North America
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Employer of Choice
• Mainebiz's "Best Places to Work in Maine" (15+ years) • The Dallas Morning News' "Top Workplaces D-FW" (10 years) • Dayton Daily News' "Top Workplaces in the Dayton Metro Area" • Lubbock Avalanche-Journal's "Best of Lubbock"
• Detroit Free Press' "Top Workplaces"
• Phoenix Business Journal's "Best Places to Work"
• The Atlanta Journal-Constitution's "Top Workplaces"
• The Washington Post's "Top Workplaces"
• Albany Business Review's "Best Places to Work"
• The Washington Post's "Top Workplaces"
• The Denver Post's "Best Midsized Companies to Work for in Colorado" • Mississippi Business Journal's "Best Places to Work"
• NJBIZ's "Best Places to Work in New Jersey"
Our Experience
Tyler Technologies’ solutions offer the widest breadth of products in the industry, the latest technology available, and an integrated system that can operate in diverse offices throughout a jurisdiction. More importantly, Tyler’s vision and skill in executing that vision is what ultimately leads to a successful implementation and long-term solution for our clients. Our experienced team consists of industry leaders that keep our team moving and making sure we can give you the tools to succeed.

b) Identify the location of headquarters, technical support, and field offices and the location of office which would service the City
Tyler Technologies is headquartered in Plano, Texas. All services and support will be provided from our Yarmouth, ME office. For a complete list of offices, please visit: About Us: Tyler Technologies' Office Locations c) Identify Proposer’s annual company revenues and profit for the last three company fiscal years
Financial Stability
Tyler consistently maintains a solid balance sheet and strong cash flow and low debt, experiencing consistent revenue growth with 41 consecutive quarters of profitability, and a total revenue for 2023 of $1.95 billion. While experiencing significant growth opportunities from an increase in staff and expanding territories, we anticipate additional product offerings and new technology will accelerate this growth substantially in the future. We believe a low-debt balance sheet, substantial cash reserves, and a committed customer base put Tyler in a great position in our industry to weather any unexpected turbulence in the economy.

For additional revenue information on Tyler’s annual report for 2012 to current. https://investors.tylertech.com
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ERP Procurement and Implementation Tyler Technologies, Inc.

Section 3 – Company Qualifications
In this section of the proposal, the Proposer must identify company qualifications and experience in implementing solutions similar to what the City is seeking:
a) Describe the Proposer’s familiarity with public sector ERP systems and associated business processes, and specific experience with similar implementations Public Sector Focus
Tyler’s business units have provided software and services to clients for more than 50 years and have longstanding reputations in the local government market for quality products and customer service. Tyler is the largest company in the United States focused solely on providing software solutions to the public sector. While many of our competitors compete in multiple vertical markets, Tyler is singularly focused on the public sector.

It is 100 percent of our business.

Tyler recognizes that the public sector is generally stable and risk-averse, and craves community accessibility, security and transparency. That is why local government and school entities seek reliable and efficient software and services from Tyler – a vendor who is professional, reputable and dedicated and achieves results.

Tyler has the experience to understand the unique requirements of the public sector, the necessary resources to invest in its products and the ability to deliver quality services.

Tyler’s has a dedicated Enterprise ERP Implementation team that is singularly responsible for migrating Eden clients to our Enterprise ERP platform. It consists of nearly 30 Project Managers and Implementation Consultants. They have migrated over 60 clients and have over 30 in process. The team consists of Eden experts and Enterprise ERP experts which help ensure that your overall implementation is successful.

Tyler’s expansive offering of professional services is designed to complement its software offerings and produce the optimum working environment for local government customers. • Consulting
• Conversion
• Customization
• Training
• Live ongoing support
• Network management
b) Identify your existing client base including the number of existing clients using the version/release of the software being proposed. Specifically identify experience with similar-sized California agencies
Tyler Technologies is the leading provider of integrated software systems and information technology services for the Public Sector. Tyler’s ERP solution is currently being used in over 2,200 Public Sector entities across the US and is our flagship offering for Municipal Governments. We have been very busy growing our client base over the last several decades, especially in the State of California. Below are just a few of the partners we have in the State; Tyler’s Enterprise ERP is now installed in just under Two Hundred (200) sites across the State.

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Tyler’s experience in implementing ERP solutions is vast and ranges from the smallest of municipalities to the largest, most complex entities. What we have found in our experience is that all projects have a level of uniqueness to them, but with the proper partnering between the client and Tyler’s implementation team those can be identified early and remedied quickly. Ensuring that all parties who are decision makers from any disparate office location or division are present at solution orientation and current and future state analysis sessions to ensure configuration meets all parties’ needs is critical. Additionally, having the right individuals present for these sessions ensures that each location operates similarly and any differences in operation or setup are noted and addressed prior to configuration.

Tyler’s has a dedicated Enterprise ERP Migration team that is singularly responsible for migrating Eden clients to our Enterprise ERP platform. It consists of nearly 30 Project Managers and Implementation Consultants.

They have migrated over 60 clients and have over 30 in process. The team consists of Eden experts and Enterprise ERP experts which help ensure that your overall implementation is successful.

Tyler has demonstrated a strong commitment to the State of California. Tyler has successfully implemented nearly 200 Public Sector clients in California over the last decade. We are familiar with state specific requirements for California and how to implement them
Tyler’s Enterprise Resource Planning (ERP) solutions have been selected by several of your peers and all of these sites are in some phase of the implementation process now:

Here is a list of some of the latest CA clients from 2021, 2022 and 2023:
• City of Milpitas, CA
• City of Pacifica, CA
• City of Laguna Beach, CA
• City of La Habra, CA
• City of Los Altos, CA
• City of Glendora, CA
• City of Livermore, CA
• City of Port Hueneme,
• City of Fresno, CA
• City of Vernon, CA (Eden to EERP Migration)
• City of San Juan Capistrano, CA
• City of Fullerton, CA
• City of Lemoore, CA
• City of Temecula, CA (Eden to EERP Migration)
• Yuba County, CA
• City of Oroville, CA
• City of Woodland, CA (Eden to EERP Migration)
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• City of Morgan Hill, CA (Eden to EERP Migration)
• City of Lancaster, CA
• City of Lincoln, CA
• City of Arroyo Grande (Eden to EERP Migration)
• San Diego Association of Governments, CA
• Town of Los Gatos, CA
• City of Huntington Park, CA
• City of Dublin (Eden to EERP Migration)
• City of Temecula (Eden to EERP Migration)
• City of Oakley (Eden to EERP Migration)
• City of Union City (Eden to EERP Migration)
• City of Menifee (Eden to EERP Migration)
• City of Orange (Eden to EERP Migration)
• City of Coachella (Eden to EERP Migration)
• City of San Rafael (Eden to EERP Migration)
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Section 5 – Proposed Solution
In this section of the proposal, the Proposer must identify the proposed solution, including the following:
a) Solution Overview
i. Name and origin of solution
Tyler’s EERP software solution is developed by Tyler Technologies, Inc. ii. Release history and current release being proposed
Tyler’s industry leading technologies and features are continually enhanced through perpetual updates as part of our Evergreen Philosophy.

Tyler core application Feature Releases, delivered quarterly, include new features, functionality, and software corrections. Core applications also receive Service Updates in between Feature Releases to address critical application, security, or compliance issues.

Core application releases are automatically deployed to a non-production application environment for validation prior to production. This provides clients with time to validate and familiarize themselves with new features and updates.

Ancillary applications follow a continuous update cycle, receiving timely fixes and enhancements every two weeks.
iii. Proposed modules
Tyler is proposing EERP v. 2024.5. See below for product details on proposed solutions.

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iv. Mobile capabilities of the proposed modules
Tyler provides applications across multiple platforms, including mobile and touch screen tablets, offering endusers with on-the-go access from virtually anywhere. Responsive web applications automatically orient screen layout for optimal user experience, whether accessed from a desktop monitor or smartphone. Native mobile apps leverage device resources such as GPS or camera; and integrated store-and-forward functionality allow the use of apps without a data connection, and automatically syncs when back online. Many of the back-office browser applications are also accessible from mobile devices, and some are even optimized for touch providing near identical functionality regardless of the platform or device used.

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Enterprise ERP Overview
Enterprise ERP is a powerful, cloud-based enterprise resource planning solution specifically designed to help the public sector manage all aspects of government operations with accuracy, transparency, and efficiency.

An Integrated ERP System
Eliminate silos and synchronize processes across your organization with a solution that integrates your financials, payroll, human resources, procurement, and revenue management. This comprehensive approach to enterprise management promotes the integration of billing, collections, payment processing, and resident engagement features, allowing the City to optimize resources, enhance transparency, and eliminate redundancy.

Achieve More with Intuitive Reporting and Analytics
Transform data into financial, operational, and strategic outcomes with Tyler’s advanced reporting and analytics. By consolidating information across functional areas, Enterprise ERP provides global views of your organization and your City. Tyler has a dedicated state reporting team to ensure compliance with state and federal reporting mandates.

Hub, Tyler’s User-Specific Dashboard, Streamlines Access to Information Hub is a powerful, interactive dashboard that connects diverse data sources from across your organization.

Users can monitor key processes, quickly execute routine tasks, and eliminate time-consuming data searches.

Hub makes it easy to monitor workflows, pending approvals, upcoming or past-due deadlines, and threshold standings—all without having to run complicated reports. Drag-and-drop features allow staff to customize their dashboards for immediate access to their most-used information, while drill-down search tools provide deeper insights into data. Administrators can establish user-specific access for individual users, allowing your organization to safeguard sensitive information from unauthorized personnel, while simultaneously ensuring that employees always have access to the data they need to work efficiently.

Interactive Reporting Drives Data-Driven Decision-Making Tyler’s secure, out-of-the-box interactive report library and powerful report creation tools are intuitive and easy to use, allowing your entire staff to create and interact with the reports they use most. Tyler’s Interactive Reporting application makes it easy to configure data, create intuitive visualizations, and automate report creation and sharing. Accessed directly from Hub, Interactive Reporting consolidates data from across your organization, providing accurate, comprehensive insights from a centralized location. Pre-defined alerts can be easily set up to inform ATTACHMENT 3
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individuals that a relevant goal is projected to go off track. By embracing a data-centric approach to operations, the City can expect to improve internal communication and information sharing, while also supporting increased transparency with residents.

Simplify Access to Key Metrics with Executive Insights
With Tyler’s Executive Insights application, finance directors, mayors, city managers, superintendents, department leads, and other key decision-makers have direct access to the key metrics they need to manage budgets, measure the effectiveness of City programs and initiatives, and ensure compliance with grants.

Figure 1. Tyler’s Executive Insights Dashboard (Confidential and Proprietary) Productivity Tools that Drive Efficiency
Tyler’s fully integrated ERP solution provides specialized tools built to help the public sector streamline processes, automate workflows, eliminate repetitive data re-entry, and improve cross-department communication.

Easily Configure your Solution to Meet your Unique Needs Designed to work with the nuanced budgeting, spending, and resource-planning processes of local governments, Enterprise ERP can easily be configured to meet your organization’s unique processes. Regardless of technical background, your administrators can effortlessly arrange data fields, modify workflows, and design layouts with user-friendly and intuitive command centers.

Enhance Productivity with Automated Workflows
Enterprise ERP’s automated workflows streamline hundreds of complex approval processes across your organization. Flexible rule creation allows you to establish unique approval flows dependent on tasks and departments. Easily configure custom hierarchies and contingencies to ensure approvals are managed in order ATTACHMENT 3
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and once specified data conditions have been met. Users can establish their own workflow rules to receive alerts about pending approvals and automate the submission of common batch approvals. Users can also establish thresholds and receive automated notices when a threshold is about to be met. From automating the approval of new hires to alerting you to low inventory, billing errors, and budget overages, Tyler’s automated workflows ensure that regardless of department and responsibilities, staff can optimize resources, minimize waste, and stay on top of deadlines.

Streamline the Management of Digital Information with Content Manager With a library of over 250 of the most-used public sector forms and the ability to easily create and store City specific documents, Content Manager simplifies your organization’s document handling. All documents stored in Content Manager can be mapped to appropriate departments and grouped with related documents, ensuring comprehensive audits and simplified searches. With Content Manager, human resource managers can easily view all employee-related documents, including payroll checks, Form W-2s, and Form I-9s, while procurement staff can quickly access related purchase orders, receipts, and invoices. Users can configure and customize their most used searches, streamlining everyday document retrieval. Batch document uploads, automated indexing, and comprehensive archiving ensure accurate document organization with minimal staff intervention. Role-based permissions restrict access to documents and automatically redact confidential information when shared with specific users, enhancing City security. Integration with your City website empowers residents to locate the public records they need without the intervention of your already busy staff.

Increase Accessibility with Secure Mobile Applications
The public sector is not immune to the modern need for mobile flexibility, and your community wants to know that your organization can keep data safe no matter where work happens. All Enterprise ERP modules and applications are HTML5 web-based, which means users can access Enterprise ERP from any modern mobile device. Tyler has also created a series of applications specifically designed for your more mobile staff. Staff can complete workflow tasks, and review, approve, reject, or forward work to other employees—all from their phone or tablet. With Tyler’s mobile-friendly Employee Access application, your staff can clock in and out, check their benefits, and view organizational announcements from any IOS or Android mobile web browser. Regardless of the application used, secure, single sign-on authentication is required, ensuring that your organization always protects important and confidential information.

Enable Dynamic Connections with Third-Party Applications Should the City need to utilize software outside of your Tyler solution, comprehensive and seamless integration with third-party systems can be easily achieved. Tyler provides highly adaptable APIs to empower dynamic connections between Enterprise ERP and a diverse range of third-party systems.

Empowering Community Engagement
Tyler’s ecosystem of public-facing engagement tools allows your City to create a more responsive, connected, and thriving community, helping you to foster trust and collaboration between your residents and your organization.

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Drive Self-Service with Community-Facing Portals and Applications Enhancing operational efficiency benefits not only your staff but your entire community. Enterprise ERP breaks down divisional silos, improving communication and transparency, so that your staff can offer residents more timely and comprehensive responses. With multiple community-facing portals and applications, your organization opens pathways for enhanced collaboration and visibility, helping you to create a more connected community.

Resident Access empowers residents to manage accounts, pay bills, access vital information, and submit service requests with ease Tyler’s comprehensive mobile app, My Civic, connects residents with your organization and encourages community engagement by facilitating the sharing of surveys, polls, and event listings.

Tyler’s Open Finance provides fiscal transparency and fosters trust in your organization by offering constituent-friendly visualizations of your City’s budget and spending
Our Vendor Access portal enables transparent interactions between vendors and your organization.

Resident Access
My Civic
Open Finance
Vendor Access
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Enterprise Financial Management
Tyler's Enterprise Financial Management solution streamlines complex accounting and budgeting tasks across your organization. Advanced reporting and analytics offer real-time, actionable insights into your organization's financial performance, allowing you to make data-informed decisions and drive the City to its peak financial potential. Robust built-in compliance tools ensure adherence to industry standards and government regulations, while state-of-the-art security measures, including data encryption and access controls, safeguard your most sensitive financial information.

Accounting Budgeting
Project and
Grant
Accounting
Capital Assets Cash
Management
ACFR
Statement
Builder
Key Benefits
Increase financial visibility
organization-wide
Optimize cash flow
through performance
measurements and
analysis
Enhance organization
flexibility to adapt to your
evolving needs
Promote accountability
and transparency
Maintain consistent data
and processes
Provide real-time insights
into business processes to
enhance strategic
decision-making
Minimize risk with
improved financial
controls
Ensure compliance with
state, & federal
requirements

Comprehensive Integration for Optimized Financial Management Tyler’s suite of Financial Management solutions seamlessly integrates with many of our other Enterprise solutions, creating a robust ecosystem that streamlines operations, enhances organizational efficiency, and facilitates the flow of financial data throughout your organization. Real-time data exchange and synchronization across departments ensures accurate financial reporting and informed decision-making.

Additionally, the interconnected nature of Tyler's solutions enhances scalability, allowing you to adapt and grow without disruptions to your financial management processes.

Simplify Financial Management
Enterprise Financial Management optimizes your financial management and accounting processes with intelligent performance measurements, spending analyses, and operational streamlining. Flexible budget structures enable budgeting and forecasting at any level of the City’s Chart of Accounts. Tyler’s adaptable account system handles all transactions and can provide comprehensive details to users throughout your organization.

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Provide Actionable Insights into City Finances
Customizable dashboards and simplified, interactive reporting not only improve visibility and decision-making capabilities; they also enhance financial transparency for residents, businesses, developers, and community organizations. With Tyler’s Open Data Platform, community members can access the most up-to-date financial data in easy-to-understand charts, graphs, and visual narratives—helping you to foster stronger partnerships for a thriving and more interconnected community.

Figure 2. Access Key Budget and Planning Data From a Centralized Dashboard (Confidential and Proprietary).

Figure 3. Residents can easily monitor City budgets and spending with Tyler’s Open Finance Platform (Confidential and Proprietary).

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Key Modules and Applications
Based on the scope of functionality requested in your RFP, Tyler recommends the following Financial solutions to meet the needs of the City.

Enterprise Accounting
Enterprise Accounting’s highly flexible control settings make it easy for your organization to input, store, manage, and report on your financials in a way that works for you. Centralized reports empower informed budget and spending decisions, and comprehensive audit trails provide complete insight into City spending, enhancing transparency and ensuring accountability.

Enterprise Accounting is a true multi-fund budgeting and accounting system. Designed to meet all GAAFR and GAAP standards, Tyler’s solution defines journal entries by transaction type and supports modified accrual, full accrual, and cash-based accounting. Unlimited account segments and derived segments provide a flexible chart of account structure. Enterprise ERP Accounting supports inter-fund balancing and maintains account balances for both balance sheets and subsidiary ledgers.

Figure 4. Easily access comprehensive views of accounts and budgets (Confidential and Proprietary).

Enterprise Accounting also provides:
• Comprehensive audit trails, real-time data updates, centralized dashboards, and advanced search tools that streamline reconciliation processes and drive data sharing. • Unlimited, flexible Chart of Account segments that make it easy for you to manage your accounts in a way that works for you.
• Easy-to-use calendars that allow you to utilize different budget cycles for your various accounts.

Enterprise Accounting supports yearly, fiscal, biennial, and user-specific calendars.

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• Flexible budget checks that can be established for multiple levels of an account, ensuring over-budget scenarios are avoided.
• Highly configurable Personalized Budget Profiles that allow you to easily define unique budgetchecking calculations.

Enterprise ERP Budgeting
Enterprise Budgeting provides you with the tools you need to simplify budget management and plan for your future. Enterprise Budgeting makes it easy for budget directors to generate, compare, and analyze multiple projections. Departments can budget annually or monthly, with the option to use account dimensions for grouping accounts. Integration with Enterprise ERP Human Capital Management enables seamless salary and benefit planning, reducing reliance on external spreadsheets. Additionally, integration with Enterprise ERP Capital Assets automates record creation for asset replacements, ensuring accurate forecasting.

With Enterprise Budgeting, the City can expect to:
• Efficiently manage budgets with granular controls that allow you to enter budget amounts at the account or detail level and easily carry budgets forward from year to year. • Save time and ensure accuracy by easily importing desired budget amounts into projections using Tyler’s budget import feature, enabling informed long-term decisions that accommodate inflation rates and project budgets for up to 10 years into the future. • Foster collaboration, alignment, and cohesive budgets by sharing departmental projections. • Enhance transparency with detailed reporting that supports unlimited text per line. • Ensure accountability and alignment by comparing original department requests to final approved budgets through a structured process that incorporates up to twenty levels. • Ensure accurate planning with the flexibility to implement annual and biannual budgets. • Streamline over-budget requests, budget transfers, and amendment processes with automated workflows.

Figure 5. Centralized reports help you ensure accurate and on-track budgets (Confidential and Proprietary).

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ERP Procurement and Implementation Tyler Technologies, Inc.

Enterprise Project and Grant Accounting
Project and Grant Accounting makes it easy to track and manage multi-year budgets, expenditures, and revenues for user-defined projects, such as capital improvements and special programs. Grants can be tracked from application through conversion to a project. Full integration with Enterprise ERP solutions allows you to post purchasing, payable, and payroll details to your general ledger accounts. Additional segments allow you to track project phases, tasks, and subtasks directly from your general ledger, or from a separate project ledger.

Project and Grant Accounting also provides:
• Control of revenue allocation by allowing you to define the rules and priorities for project funds. • Real-time tracking of grant funding.
• Milestone tracking with familiar Gantt charts.
• Automatic creation of projects from grants.
• Automated Workflow that streamlines approvals and notifications, monitors efficiency, and provides audit histories.
• A Grant Manager tool that shows budget, funding, expenditure, and transaction details.

Figure 6. Easily manage projects, grants, and budgets from a centralized dashboard (Confidential and Proprietary).

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Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 57, Packet Page 90 City of Monterey Section 5 – Proposed Solution
ERP Procurement and Implementation Tyler Technologies, Inc.

Enterprise ERP Contract Management
Fully integrated with Accounting, Purchasing, Accounts Payable, and Content Manager, Tyler’s Contract Management simplifies the entire life cycle of contracts, from creation and approvals to changes and storage.

This comprehensive solution ensures seamless coordination across departments, enhancing efficiency and compliance. Contract Management provides advanced features for tracking contract milestones, managing vendor relationships, and generating comprehensive reports.

Enterprise ERP Contract Management makes it easy to:
• Track pending payments, contract change orders, and open requisitions or purchase orders. • Automate sliding scale retainage.
• Manage multiple subcontractors and track subcontractor payments. • Ensure timely and accurate approvals for initial contracts and change orders with automated workflow.
• Keep comprehensive documentation of vendor performances, policies, and insurance. • Define contracts by size, performance, minority or women ownership, and other criteria. • Encumber funds in advance for multi-year contracts.
• Allocate contracts by account or account segment.

Enterprise Capital Assets
Enterprise Capital Assets manages record-keeping for all your assets, including City land, buildings, equipment, ongoing construction projects, and infrastructure. Comprehensive integration with Enterprise Purchasing ensures that all capital asset-related spending is automatically and accurately stored. Enterprise Capital Assets provides comprehensive insight into both project and large-scale asset maintenance, by allowing you to tie an unlimited number of individual assets to master assets. Easily manage individual items by tracking locations and whether an item is missing, not in use, or due for maintenance or replacement.

Capital Assets also calculates depreciation using selective methods such as straight line, composite rate, 6- month convention, and reports on the depreciation schedule. Enterprise ERP Capital Assets provides a complete set of financial statements that fully reflect your organization’s investments.

Integration with other Enterprise ERP programs offers additional benefits including:
• Direct posting of capital assets to the general ledger, which facilitates data export to Tyler’s ACFR Statement Builder, automating the creation GASB reports. • Complete recording of true capitalized assets as well as property signed out to individual employees with Payroll integration.
• Seamless flow of data from Purchase Orders into Capital Assets • Complete views of maintenance histories on fixed assets.

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Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 58, Packet Page 91 City of Monterey Section 5 – Proposed Solution
ERP Procurement and Implementation Tyler Technologies, Inc.

Figure 7. Simplified visualizations and drill-down capabilities make it easy to manage both your capitalized and noncapitalized assets (Confidential and Proprietary).

Enterprise ERP Cash Management
Cash Management automates all treasurer office functions from bank reconciliation to interest allocation and cash flow utilization. Leveraging advanced automation tools, Cash Management ensures that every financial transaction is accurately recorded and processed in real-time, eliminating the risk of errors and delays.

Enterprise Cash Management will allow the City to:
• Automate bank reconciliation for accounts payable, accounts receivable deposits, and payroll checks as they clear.
• Easily search bank items by bank code, account, date range, item type, and status. Drill-down features allow you to view transaction details for cleared and outstanding totals. • Allocate interest to cash accounts based on average daily balance by month or quarter. • Provide easy access to cash flow and project cash flow fluctuations. • Analyze actuals vs. budgets with projected cash flow records.

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Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 59, Packet Page 92 City of Monterey Section 5 – Proposed Solution
ERP Procurement and Implementation Tyler Technologies, Inc.

Enterprise Procurement
Designed to streamline the entire purchasing lifecycle and promote data-driven spending, Tyler’s Enterprise Procurement solutions will optimize the city’s procurement processes, saving your organization both time and money. Decentralized procurement and simplified requisition forms take pressure off procurement staff by making it easy for individuals to submit purchase requests. User-specific controls and advanced workflows automate the creation and storage of purchase orders and ensure that purchases are made with the proper approval. With increased visibility and powerful analytics, Enterprise Procurement will allow the city to drive transparent, cost-effective spending.

Purchasing Accounts Payable Contract
Management Bid Management Vendor Access Inventory
Key Benefits

Save time when you
streamline your
procurement
lifecycle
Increase budget
efficiency
Ensure compliance
with mandated
requirements
Simplify supplier
relations
Provide easy access
to products and
services
Reduce costs associated
with purchase orders,
invoices, and checks
Eliminate repetitive data
entry, saving time and
preventing errors
Improve negotiating
power with simplified
analyses of competitive
sourcing
Streamline approvals with
dependable workflows
Save Money with Advanced Insights into Budgets and Spending Enhance strategic planning and mitigate budget-related risks when you increase visibility into your organization’s spending, expenditures, and inventory. Centralized dashboards, drill-down functionality, interactive reporting features, and real-time updates promote intuitive data sharing and allow you to easily analyze spending trends, improve competitive sourcing, and engage in competitive contract negotiations.

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Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 60, Packet Page 93 City of Monterey Section 5 – Proposed Solution
ERP Procurement and Implementation Tyler Technologies, Inc.

Figure 1. Easily track spending with simplified visualizations of your top vendors (Confidential and Proprietary).

Figure 2.Compare spending across departments (Confidential and Proprietary).

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ERP Procurement and Implementation Tyler Technologies, Inc.

Maximize Efficiency with Automated Workflow & Comprehensive Integration With advanced, automated workflows, your organization will reduce requisition, purchase order, and invoice processing times, allowing you to quickly provide payments and reimbursements to your vendors and employees. Whether replenishing inventory, investing in capital assets, or making P-card purchases, transactions are automatically shared with all relevant Enterprise ERP solutions. By automating the sharing of requisitions and purchase orders across your organization, you eliminate repetitive data entry, decrease the likelihood of clerical errors, and ensure up-to-the-moment accuracy of your accounts, budgets, and inventory reports.

Content Manager Core
Content Manager Core is a completely integrated document management solution that brings together Tyler application documents, inbound and outbound Tyler Form documents, and any custom content types related to Tyler applications a client chooses. It increases an organization’s efficiency by easily transforming your valuable paper forms and documents into electronic images that drive your key business processes throughout Tyler applications.

Content Manager streamlines business processes even further by making these documents accessible to all your users directly from Tyler applications. Users can scan incoming documents, as well as create, index, manage, secure, store, distribute, search, view, annotate, print, e-mail, and more all your application-related documents.

Getting the right documents into the hands of team members, suppliers, and citizens has never been easier.

Content Manager Core is powered by Tyler’s full-featured Enterprise Edition and is designed specifically for use with our applications. You can link and reconcile all related documents with the business transactions stored within each application and make them available to your users. What’s more, any document can be sent via email or printed and mailed based on your requirements. The result: effective control over paperwork processes.

Content Manager Core for Enterprise ERP
Content Manager Core for Enterprise ERP delivers the broadest set of content management functionality in one integrated platform.
• Pre-defined document Types. Content Manager includes pre-defined document types specific to Enterprise ERP application records.
• Pre-defined document relationships. Many of document types include document relationships specific to key meta data elements of each type. For example, relationships between requisitions, purchase orders, AP checks, invoices, and packing slip document types. This relationship allows users to easily access any respective document specific to a single transaction without needing to manually search for each document.
• Automated imaging, OCR indexing, and storing of documents generated from Enterprise ERP. • Efficient retrieval of documents directly from Enterprise ERP inquiry screens. • Paperless reports — e-mail or print when needed.
• Reduced printing/paper costs.
• Higher employee productivity and increased efficiency with collaboration. • Reduced filing and storage space.
• Fewer lost or misplaced documents.
• Search and retrieval for power users.

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ERP Procurement and Implementation Tyler Technologies, Inc.

• Document preservation, back up, and data recovery.
• Accurate and secure document delivery.
• Increased operational efficiencies by having all documents generated during a pre-defined business process.
• Archived information for future use.
• Inbound Document Capture, facilitating either batch or one-at-a-time document scans. • Option to upgrade to Content Manager Enterprise, bringing together best practices to eliminate the paper process across your entire organization.

Key Modules and Applications
Based on the scope of functionality requested in your RFP, Tyler recommends the following solutions to meet the needs of the city.

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Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 63, Packet Page 96 City of Monterey Section 5 – Proposed Solution
ERP Procurement and Implementation Tyler Technologies, Inc.

ACFR Statement Builder
Confidently streamline the development of your Annual Comprehensive Financial Reports (ACFR) with Tyler’s ACFR Statement Builder. This easy-to-use tool is embedded with Government Accounting Standards Board (GASB) rules and assists you with every step in the reporting process. ACFR Statement Builder features a menu of configurable statement and schedule templates that will guide you through the creation of your ACFR, and that can be re-used to streamline processes from year to year. All GASB updates are automatically embedded into Tyler’s ACFR templates, allowing your staff to efficiently create accurate and compliant reports, without having to keep up with changing GASB regulations.

Enterprise Human Resource Management
With Enterprise Human Resources Management, your recruitment, compensation, retention, training, and development plans work together to drive organizational excellence. Tyler’s Human Resource Management solution simplifies the management of benefits, accruals, deductions, and career planning, while also providing budget projections to help you effectively forecast employee-related costs.

HR
Management Payroll Recruiting Risk Management
Talent
Management
Employee Self
Service
Key Benefits
Automate payroll processing,
benefits administration, and
employee record management
Empower employee self-service
with easy-to-use tools for managing
records and requests
Provide a unified platform for
managing benefits, career tracks,
and trainings
Minimize errors and data
loss when you digitize
paperwork and centralize
your data
Find and retain the right
talent for your
organization
Drive informed decisionmaking with advanced
insights into key HR
metrics
Ensure compliance with
state & federal
requirements
Drive Efficiency and Accuracy with Comprehensive Integration Personal information captured during recruitment is automatically shared with HR and payroll, helping the City eliminate duplicate data entry and decrease the likelihood of errors.

Ensure Compliance and Improve Planning with Advanced Reporting Tools Reporting requirements are unique to each state and are often changing. Tyler is positioned to help the City manage your specific reporting needs and challenges head-on. Our State Development team is devoted to ensuring that your state and federally mandated reports remain accurate and compliant. With numerous User ATTACHMENT 3
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ERP Procurement and Implementation Tyler Technologies, Inc.

Groups and an online user-support system (Tyler Community), Tyler also makes it easy for users to discuss State Reporting tips, updates, and best practices with neighboring municipalities.

With Enterprise ERP, the City can feel confident that all EEO-4 and EEO-5 Equal Employment Opportunity reports, IRS quarterly 941 reports, W2s, 1099s, and 1095Cs meet federal and state requirements.

Tyler’s Executive Insights helps to deliver essential metrics and analytics to your key leaders and executives.

Executive Insights provides high-level summaries and overviews of various HR-related data points, including budgets, total payroll expenditures, overtime costs, and headcount trends.

Streamline Hiring and Optimize Candidate Selection
Simplify candidate selection and automate the hiring processes with Tyler’s Recruiting solution. Job-specific questions and candidate analysis tools help to refine your applicant pool and ensure that only top candidates are pushed through. Easily view important candidate information like certifications, references, education, and availability in one place. Applicant scoring allows you to weigh specific application details so that HR and Hiring Managers can find the ideal candidate for open positions. Hiring managers can then use these reports to conduct skill and qualification comparisons. Once a candidate is selected, established workflows ensure proper approval and automatically share important applicant information to your new employee’s record.

Figure 8. Interactive Reports provide simplified insights into key metrics, including vacancies (Confidential and Proprietary).

Minimize Costs, Retain Talent, and Align Employees with City Goals Make informed decisions about your workforce with high-level overviews of your employees. Tyler’s Hub dashboard simplifies access to important analytics like headcount, current and projected job openings, and overtime usage. Easy-to-use drill-down capabilities and advanced interactive reports allow you to focus on specific metrics and ensure that you always have a clear understanding of your staffing needs.

Improve staff satisfaction and support employee growth when you open the door to transparent conversations about employee performances and career trajectories. By providing designated managers and Human Resource representatives direct access to information about individual employees, including wages, promotions, performance reviews, and disciplinary histories, Enterprise Human Resource Management makes it easy to facilitate conversations about your employees’ futures.

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Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 65, Packet Page 98 City of Monterey Section 5 – Proposed Solution
ERP Procurement and Implementation Tyler Technologies, Inc.

Figure 9. Access key metrics from Tyler's Hub, including current headcount, vacancies, and overtime. (Confidential and Proprietary).

Key Solutions
Based on the scope of functionality requested in your RFP, Tyler recommends the following Human Resource Management solutions to meet the needs of the City.

Enterprise ERP Recruiting
Enterprise Recruiting streamlines the entire application review and hiring process. Hiring managers can easily create and post customized job applications online. Candidates can set up online profiles that automatically share linked attachments—like resumes, references, and writing samples—with your HR department. Reports can be generated for the top-scoring candidates making it easy to compare skills and qualifications. Hiring Central and Applicant Central programs simplify applicant management and analysis.

With Enterprise ERP Recruiting, you can:
• Streamline applicant scheduling, pre-employment tests, orientation, and training with Employee Access.
• Assess and score applicants.
• Ensure accurate approvals for job postings with automated workflows. • Easily customize and manage employee onboarding tasks.

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Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 66, Packet Page 99 City of Monterey Section 5 – Proposed Solution
ERP Procurement and Implementation Tyler Technologies, Inc.

Figure 10. Easily track and manage vacancies and applicants from your recruiting dashboard (Confidential and Proprietary).

Enterprise ERP Human Resources & Talent Management
Maximize the value of your organization's workforce investment with a centralized interface that provides complete visibility into your employees, applicants, benefits, and positions. Tyler’s Enterprise ERP Human Resources and Talent Management solution seamlessly integrates employee data from hire to retire. This comprehensive integration ensures that your compensation, retention, training, and development plans work together to promote your goals.

Easily Access Employee Records, Benefits, and Career Plans Tyler’s Employee Central application provides managers and HR staff direct access to employee records, benefit information, and career plans. Verified staff can view accrual histories, paystubs, W4s, benefit elections, professional development plans, and training opportunities. User-specific access controls safeguard confidential information like social security numbers.

Simplify and Streamline Personnel Actions
Enterprise ERP Workflow allows you to set up business rules for personnel actions including inquiries, leave, termination, civil service, and reinstatement.

Optimize Personnel Planning
Enterprise Human Resources provides you with the tools needed to effectively manage your workforce.

Position Control Central provides access to staff position information, including current position, salary information, budget information, education, certification, training skills, and other requirements associated ATTACHMENT 3
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ERP Procurement and Implementation Tyler Technologies, Inc.

with a position. Salary and benefit projections integrate step raises, vacancies, and benefits data. Enterprise Human Resource Management identifies valid positions and maintains a history of position holders for analysis. Enterprise Human Resources also facilitates updates to budget and FTE allocations and offers detailed current-year budget figures categorized by position.

Figure 11. Easily view employee step positions across your organization (Confidential and Proprietary).

Improve Talent Management
Talent Management helps align your employee’s skills and knowledge with open positions in your organization.

With Talent Management, HR representatives can define career paths, assign employees to specific tracks, and monitor their progress. Career planning tools aid employees in structuring their career trajectories, accessing external trainings, and providing feedback on attended classes. Supervisors can easily track certifications and skills, evaluate performances, and analyze talent to identify candidates for open positions. Talent Management allows you to proactively distribute necessary tasks to your employees, providing your staff with direct access to annual policy documents, new hire tasks, and personnel action processes.

Enterprise ERP Payroll
With the option to either run payroll by exception and automate entries, or to utilize manual payroll entries, Tyler’s flexible Payroll solution can meet the unique and evolving needs of the City. Enterprise Payroll can automatically generate recurring earnings and deductions. Tyler’s Payroll solution can also send employeeinitiated changes, like accrual requests and benefit selections, directly to Payroll for approval.

With Enterprise Payroll, the City can:

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ERP Procurement and Implementation Tyler Technologies, Inc.

• Support up to 999 user-defined earnings types and over 7,000 user-defined deduction/benefit types. • Establish multiple accrual types each with various earning methods. • Process standard employee checks and direct deposit advices, as well as payroll vendor checks and electronic transfers.
• Provide employees with a net pay simulator and options for annualized tax tables. • Decentralize timesheet entries and support multiple methods for tracking hourly time and attendance.
• Process and distribute year-end W-2s and 1099s.
• Support step increases, mass pay changes, updated “pay bands,” and automated retro-pay calculations.

Figure 12. Easily monitor and manage payroll details across your organization (Confidential and Proprietary).

Employee Access
Offer your staff a centralized location to access career, benefit, and compensation management tools. Multifactor authentication allows staff to securely update personal information, request leave, manage benefits, and review compensation. Employee Access provides managers with a consolidated view of their employees’ performance and qualifications—including employee certifications, training, evaluations, task lists, time off requests, emergency contacts, and timesheets. Centralized processes for sharing organizational updates, posting required trainings, and managing open enrollment eliminate the need for manual data entry and multiple communication channels.

With Employee Access, your staff can:
• Conveniently log work hours for projects and activities. • Intuitively manage compensation with a Net Pay Simulator that shows how hypothetical deductions, withholdings, and pay rate changes could affect future paychecks. • Manage and view all benefit, W-2, and W-4 changes.
• Review and engage with Performance Evaluations throughout the year.

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ERP Procurement and Implementation Tyler Technologies, Inc.

• Access HR-assigned tasks including open enrollment registration, onboarding, and required trainings.

Figure 13. Employee Access welcome screen (Confidential and Proprietary).

Time & Attendance
Tyler Time & Attendance provides small and large organizations with incredible cost savings and increased efficiency. In most local government entities, payroll processing, time tracking and benefits accrual tracking places an unnecessary strain on staff efficiency and limited budgets. Time & Attendance fixes those issues and keeps them fixed while providing the highest ROI on the market. How do we do that? • Effortlessly handle complex time tracking rules and pay codes • Seamless, automated integration and synchronization with your IT environment and payroll software • Powerful and user-friendly web-based interface for supervisors and staff • Solid integration with numerous time collecting interfaces (web browsers, time clocks, phone text messaging, IVR, proximity readers, biometrics, and more) • Dedicated technical and training support
Simplify Complex Time, Attendance, and Benefit Tracking By incorporating complex time tracking procedures that usually exist within public safety, public works, and education, Time & Attendance makes it easy for managers and staff of every department to enter and track time types, manage time-off requests and apply job costing all while handling multiple pay periods and FLSA guidelines.

Reduce Costly Errors
Time & Attendance drastically reduces errors and oversights by eliminating several of the manual tasks associated with collecting time and entering data into the payroll system.

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Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 70, Packet Page 103 City of Monterey Section 5 – Proposed Solution
ERP Procurement and Implementation Tyler Technologies, Inc.

Electronic capture of employee time offers a more accurate account of actual time worked and automates the process of collecting, calculating, and entering employee hours each pay period. You generate precise timesheets for both hourly and salaried personnel and have access to historical data through audit trails and reports to ensure secure and effective management.

Time Efficiency and Cost Effectiveness
Time & Attendance automates the most labor-intensive tasks associated with timekeeping and gives that time back to your staff. Payroll clerks that spend days sorting through timecards will now complete the same duties in a fraction of the time. Many public-sector organizations have already discovered that Time & Attendance offers the most rapid ROI along with the most critical product features.

Supported Solutions
Time & Attendance offers budget friendly systems that fit seamlessly into your current infrastructure and will grow with you for years to come. Our project management team will guide you through an implementation plan catered toward your personnel environment, conduct training and support your internal rollout. And you will have added assurance knowing an experienced and responsive technical team is only a phone call or email away.
• Automated Attendance Calculation
• Improves accuracy
• Improves timeliness of information
• Configurable overtime policies
• Configurable clock-in/out policies
• Manual time-editing ability
• Accounts for shift differentials and 24x7 operations
• Complete audit log and reporting on changes, additions and edits to employee time Key Features
• Electronic clock in/out
• Time tracking and exception reporting
• Work order, project and job number tracking
• Employee benefit time request and management
• Time-off scheduling calendar
• Electronic timesheet approvals
• Absolute lowest cost of ownership and free software for upgrades • Integration with payroll software on any platform
Flexible Reporting Features
• By day, week, month or year
• Real-time employee status
• Daily attendance inquiry
• Multiple file export options
Intuitive Interface
• Web-based interface
• “Who Is Here” inquiry screen
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ERP Procurement and Implementation Tyler Technologies, Inc.

• Benefit hours inquiry and management
• Integrates with Interactive Voice Response (IVR) technology • Supports a range of collection devices: electronic time clocks, biometric, web browser, text messaging and more
• Full integration with your payroll application
And More.
• Multiple pay-period support
• Graphical calendar for time-off scheduling
• User-specific security levels
• Time-zone sensitive time and date stamp records all transactions for auditing purposes • Eliminates antiquated time clock hardware and hand-written time sheets The Time & Attendance Difference
• Integration with any payroll/HR app on any platform
• Unlimited supervisors
• Unlimited workstations and PCs
• Unlimited technical support
• Configurable notifications and alerts
• Absolute lowest cost of ownership
• Browser, tablet and smart phone supported
Advanced Scheduling
Time & Attendance Advanced Scheduling automates, simplifies, and streamlines your staff scheduling process while minimizing labor costs and overtime expenses. The Advanced Scheduling solution makes sure you have the right people working the right job at the right time through a fully integrated, easy-to-use solution that easily scales to suit the needs of small, medium and large organizations.

Reduce Labor Costs
Labor costs are a big part of your organization’s budget. And those costs escalate through human error, manual processes and requests, and scheduling conflicts. Time & Attendance scheduling allows you to cut labor costs while drastically reducing human error and manual processes. Even better, Time & Attendance can be configured to easily handle the complex scheduling in public safety, public works and parks and recreation. With Time & Attendance, you’ll effectively manage complex costs while incorporating union agreements, overtime, and premium pay into your workforce management strategy.

Increase Workforce Productivity
You’re being told to do more with fewer resources. In these challenging economic times, decreasing budgets and increasing expectations go hand-in-hand. Time & Attendance Advanced Scheduling allows your staff and supervisors to securely access customized and insightful data to eliminate unnecessary confusion and scheduling errors while enhancing employee accountability. Self-service tools allow your staff to request schedule changes and shift swaps, leave requests, bid for days off and vacation requests, and more. It’s centralized, 24x7x365, real-time scheduling and management across departments, teams, and locations.

Seamless Integrations
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ERP Procurement and Implementation Tyler Technologies, Inc.

The Time & Attendance Advanced Scheduling solution integrates seamlessly with third-party applications (HR, payroll, CAD and more) and eliminates manually running scripts, passing files back and forth, and the wasteful production of paperwork. Of course, you can also integrate the scheduling solution with the Time & Attendance Time & Attendance solution to create a powerful, automated and fully integrated workforce management solution.

Easy to Use and Implement
If you can use a web browser, then you can learn to use Time & Attendance Advanced Scheduling in a snap.

This solution is entirely web-based and requires no software to install or maintain on workstations. The user interface is extremely intuitive and user-friendly to make adoption easy even for users with little or no experience with computers.

Key Features
• Unlimited schedules/shifts
• View and print daily roster reports
• Schedule grid and calendar view
• Post open positions for sign-up or bidding
• Time exchange feature for shift swaps and shift trades • Automated time-off request and approval process
• Overtime eligibility management
• Track certifications and work limits
• Cloud-based and on-premises options
• Holiday and events calendar
• Reporting and auditing
• Employee self-service

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Council Regular Meeting, 10/21/2025, Item No. 3., Item Page 73, Packet Page 106 City of Monterey Section 5 – Proposed Solution
ERP Procurement and Implementation Tyler Technologies, Inc.

Enterprise ERP Revenue Management
Enhance the convenience of your billing and payment services, while optimizing the efficiency and effectiveness of your revenue management. Designed specifically for the public sector, Enterprise Revenue Management supports comprehensive revenue collection and management. Tyler’s integrated ERP software works across your organization to streamline the collection, tracking, and processing of payments for utility bills, tax bills, permitting fees, and more. Whether transactions occur online, over the counter, or via a thirdparty payment solution, Enterprise Revenue Management streamlines and simplifies billing and payment processes for both your residents and your organization. Easily process third-party payments with Tyler’s Enterprise Payment application and collect in-person payments with Tyler’s robust point-of-sale Cashiering solution. Seamless integration and advanced workflows simplify approval processes, provide easy access to transaction details, and ensure that both your general ledger and your accounts receivable are updated in real time. A centralized customer file means that citizen accounts can be linked to a single customer record across departments and billing categories, ensuring accurate tracking and reporting of account balances and payments for citizens.

Accounts Receivable General Billing Resident Access Payments Cashiering Parking Tickets Animal Licenses Slip Reservations Central Property Key Benefits
Eliminate errors and ensure
accuracy with automated
account updates
Improve citizen response
times with simplified access
to resident account
histories
Promote online payments
with an easy-to-use
payment dashboard
Accept multiple payment
methods, both online and
in-person
Collect bills without third-party
support
Streamline and Simplify collection
and reconciliation with automated
workflows
Provide a consistent payment
experience

Provide an Intuitive, Fast, and Accurate Payment Experience Tyler’s software allows residents to submit payments in a way that works for them. With Tyler’s multi-channel offerings, community members can make payments over the counter, over the phone using Tyler’s Interactive Voice Recording (IVR) system, via text message, or online through Tyler’s community-facing Resident Access Portal.

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ERP Procurement and Implementation Tyler Technologies, Inc.

Access Intuitive Insights into City Revenue
Tyler’s Interactive Reporting tools allow you to gather simplified information about your City’s billing trends and payment behaviors. Intuitive visualizations make it easy to track outstanding balances, see spending from major accounts, and better understand your community’s payment trends.

Figure 14. Configure reports and visualizations to easily monitor revenue trends (Confidential and Proprietary).

Enterprise ERP Accounts Receivable
Enterprise Accounts Receivable supports the efficient collection and management of billed receivables and miscellaneous cash. Easily process over-the-counter or mailed payments for non-billed items like licenses, permits, and registrations. Real-time reporting provides users with up-to-the-moment data on receivables, aging invoices, payment trends, and analyses by bill type. User-defined charge codes match to specified General Ledger accounts, automating data entry, and ensuring accurate, GAAP-compliant journal entries for all activity. A centralized customer file links customer records across departments and billing categories (Tax, Utility Billing, Business Licenses, etc.), enabling accurate tracking and reporting of account balances and payments.

With Enterprise Accounts Receivable, the City can expect to:
• Simplify collections processes with centralized customer records. • Utilize workflow approval processes to improve payment, reversal, and refund processes. • Provide updated bill balances in real-time.
• Allow for back and future dating of payments collected. • Easily export daily collection information and access detailed receipt information by category. • Update bill balances in real-time.
• Processes multi-bill and multi-tender payment transactions. • Improve data accuracy with real-time reporting on receivables, aging invoices, and payment trends. • Streamline data entry and automatically record GAAP-compliant journal entries with tight integration to your General Ledger.

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ERP Procurement and Implementation Tyler Technologies, Inc.

• Apply payments by charge, charge group, bill, account, multi-bill payment, installment, and more.

Figure 15. Easily track paid and delinquent accounts from a centralized dashboard (Confidential and Proprietary).

Enterprise ERP General Billing
Easily invoice miscellaneous charges, such as facility rentals, hangar fees, tuition, vandalism, and false alarm billing. Customizable features support user-defined invoices that can contain itemized charges, calculated rates, accumulated totals, and payment histories. With General Billing, you can eliminate handwritten bills and manual calculations, ensuring that you always provide accurate payment information. General Billing works with Cashiering, Work Orders, General Ledger, Payroll, Grant Management, and Permit & Code Enforcement modules to provide accurate and up-to-the-minute accountability across your organization.

With Enterprise General Billing, the City can:
• Automate interdepartmental billing.
• Consolidate statements for customers with multiple accounts. • Schedule invoicing of recurring charges or services.
• Track loans and amortizations for HUD housing.
• Manage escalating fees.
• Create customizable invoices and statements with optional Enterprise Forms integration. • Simplify billing for repairs and other servicing with optional Work Order integration. • Manage grant reimbursement requests with optional Grant Management integration. • Easily manage extra duty pay and COBRA billing with Payroll integration.

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Enterprise ERP Resident Access
Improve resident self-service and reduce customer service workloads with Tyler’s secure, cloud-native Resident Access portal. Resident Access gives businesses and community members simplified access to municipal services and information 24/7. Community members can access their Resident Access portal directly from your City website. Once logged in, residents can make payments, see upcoming charges, and view their entire payment history. With Resident Access, your residents can pay multiple bills in a single transaction, and you can feel confident that funds will be directed to the correct department in real time. User accounts allow Residents to set up automated billing, pay bills at later dates, and receive automated notifications for due dates, late notices, and accepted payments.

With Residents Access, your Residents can:
• Receive email and text notifications about bills.
• Pay invoices online as individual bills or pay all outstanding fees in a single transaction. • Submit information, such as business license applications or renewals and requests for service. • View official records online.

Figure 16. Your residents can easily manage and pay City bills and fees from their Resident Access Portal (Confidential and Proprietary).

Enterprise ERP Cashiering
Cashiering makes it easy for your organization to accept and manage over-the-counter payment collections.

Security controls can limit cash drawer access, maximum check count, and the amount of cash you have on hand. Seamless integration with Enterprise ERP supports real-time reconciliations across applications and departments, providing your organization and your residents with instant access to accurate account information. Convenient end-of-day and management reporting options provide high-level overviews of collection and receipt trends for each payment type.

With Tyler’s Cashiering solution, the City can:
• Accept cash, check, charge, and pre-payments/deposits.

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• Support a common collection experience across departments. • Allow residents to submit full payments, partial payments, over-payments, and deposits. • Track both batch transactions and specific points of sale. • Customize payment workflow processing.
• Access comprehensive audit logging
• Accept bills and support collections from third-party systems with APIs. • Easily search transaction histories with bill, check, and barcode scanning. • Configure alert notifications to warn cashiers and supervisors of exceptions needing their attention.

Payments
Paymentsfor Enterprise ERP is a public-facing, cloud-based paymentsolution that integrates seamlessly with Enterprise ERP. Designed for the public sector, Payments simplifies complex online payment and collection processes by allowing organizations like yoursto accept online payments without relying onthird-party payment providers.

Tyler Technologies is a registered merchant service provider (MSP) equipped to handle all aspects of the payment process, allowing the City to reduce the number of entitiesrequired to handle billpayers’sensitive information.

Payments has a flexible fee structure with no subscription orlicensing costs, ensuring that you can provide predictable rates for your online payers, whether you passthe fees along or absorb them.

Figure 17. Resident can easily access and manage all bills from a single dashboard (Confidential and Proprietary).

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Figure 18. Residents can pay all bills with a single checkout (Confidential and Proprietary).

Maximize Electronic Payment Adoption
Maximize electronic payment adoption when you provide your residents with:
• A secure payment platform, compliant with PCI/PA-DSS standards. • Real-time payment processing that reflects updates to payer account balances immediately, eliminating the “pending web payment” status on accounts. • Online accounts that allow users to set up recurring payments and schedule future payments. • The flexibility to pay in multiple ways, including Apple Pay®, credit cards (such as Amex®), and echecks. • Mobile options that allow residents to make payments from any device, anywhere, at any time. • Seamless integration with your community’s Resident Access portal for simplified account and payment management.

Benefits for Billers
With Payments, the City will:
• Maintain only a single vendor relationship. Tyler supports all aspects of the payment process, including onboarding, payment support, reconciliation, and hardware. • Enjoy better oversight. Easily review payment details with administrative transaction and reconciliation tools.
• Enhance operation budgeting and spending with no subscription fees, no licensing costs, and a flexible payment fee structure.

Enterprise ERP Central Property
Central Property makes it easy to streamline the storage and management of property-related data. Staff can track information about property use and zoning, building and construction, legal use, setbacks, lot dimensions, septic, and wells. When used with other Enterprise ERP property-based modules, like Permits, Business Licenses, and Utility Billing, Central Property provides a centralized repository to access all addresses and property data.

Other benefits include:
• A GIS interface that provides address verifications for Permits, Utility Billing, and Work Orders.

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• Support for several data sources to import and maintain the best parcel data. • Flexibility to set the primary key to be either GIS coordinates or parcel. • Integration with GIS for abutters listings and Microsoft Office to create mail merges. • The ability to use GIS coordinates to track assets like manhole covers and street poles. • The capacity to track multiple street names and aliases for a single location.

Business Management
Intended to improve user satisfaction and empower data-driven agencies, Enterprise Permitting & Licensing simplifies licensing processes for both your agency and your City’s business owners. Enterprise Permitting & Licensing saves you time and money with electronic license requests and automated routing and responses. • Review • Approval • Investigation
• Issuance • Renewal • Enforcement
• Investigation • Revenue Collection
Licensing
Successful businesses are essential to the economic growth of your community, and Tyler is dedicated to helping your agency support efficient business operations. Intuitive, user-friendly screens and instructions streamline licensing processes. Configure your solution to make sure that licensing processes work for your users and your ’s specific regulations. With Business Management, you can automatically share licenses, renewal letters, and other documents, while avoiding errors with pre-determined fee collections based on licensing type. Your users can intuitively manage licenses and regulatory processes for multiple businesses, as well as change business types and statuses as they grow—all from a centralized portal. Enterprise Permitting & Licensing helps you to support:
• Business Licensing • Environmental Control • Alcohol Control • Revenue Collection • Business Tax • Regulated Services • Professional and Occupational
Licensing
• Industrial Compliance • Short Term Rental
Licensing
Business Licenses
The Enterprise Permitting & Licensing Business Management suite helps your City support local businesses.

Allow businesses to register for licenses and manage associated documents, online or in person. Your agency can use individual business records to create licenses and/or tax remittance accounts, establish recurring inspections, and manage critical information such as tax ID numbers and dates of operation. The Enterprise Permitting & Licensing Business Management suite allows your agency to:
• Customize application and renewal processes to fit the needs of your agency. • Establish recurring expiration dates for licenses that let you and your City’s business owners know when renewal is necessary.
• Utilize quick and user-friendly screens to streamline the payment and issuance process for license applications and renewals.
• Provide reports on individual and like businesses on recurring bases. You can easily define custom fields to automate the creation of reports using the information most important to your agency. • Stay informed with advanced GIS capabilities that allow you to track the location of a business using multiple data points such as the address(es), parcel(s), and location. Advanced GIS technology also ATTACHMENT 3
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allows you to easily visualize and better understand what types of businesses are allowed in different parts of your City.

Access a Comprehensive History
Easily configure your software to recognize details related to your City’s specific regulatory requirements. Set restrictions on what type of businesses can be established in your , such as corporations, sole proprietorships, or LLCs, and automatically dismiss non-viable businesses. Additionally, easily gather and share business histories with key stake holders using automated reporting.

Enterprise Permitting & Licensing helps you to gain a complete history of a site or project. Easily see what work was applied for, on what property, and who it is associated with. See all notes, reports, and details associated with each of your communities’ sites and projects. With Enterprise Permitting and Licensing, you will benefit from:
• Automatic history-tracking is applied to all records granting you full access to the histories of City sites for years.
• Superior GIS integration and access to complete site histories, meaning that your agency can gain a clear picture of a site and how work is being managed.
• Enterprise Permitting & Licensing allows users to search for a project using both current and historic names.
• Easily understand site histories and project development with advanced workflow tools that allow your agency to track who worked on what and when.
• Versioned site histories also allow you to stay informed about what fees have been or may need to be collected.

Figure 19. Business Management Home Screen
Professional Licenses
Enterprise Permitting & Licensing’s Professional Licensing solution assists citizens with applying for and renewing their professional licenses, whether online or in person. Professional Licensing software allows you to seamlessly track important information about licensing applications, including information about which licenses individuals have applied for, and which licenses they currently possess. With Tyler’s Professional Licensing solution, your agency can easily verify that proper professional licenses have been established, and ATTACHMENT 3
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that all licenses align with your City’s specific ordinances. Work to prevent expired licenses when you automatically generate and share recurring expiration dates with community users.

Impact Management
The Impact Management module automatically adds impact fees and conditions to applicable permits or plans. GIS tools allow you to map impacted areas, helping you keep track of where specific conditions need to be applied. You can also pre-establish and easily track fee schedules. Status updates allow you to track progress and see how much money has been collected to date.

Data & Insights Open Finance
Data & Insights Open Finance provides unparalleled data access and analysis tools to help public sector entities implement principles of transparency, participation, and collaboration. Local governments are increasingly expected to provide high value information to help citizens understand how their tax dollars are being used and engage the public in the civic process. Financial transparency is a key component in a government’s efforts to establish and maintain trust with their constituency. Governments critically need a cost-effective, publicly consumable way to understand share all aspects of their finances. Open Finance solves this through a proactive approach to government transparency. It can inform the public of how and where tax dollars are being spent in an easily consumed, engaging, and insightful way that encourages greater citizen involvement.

Additionally, Open Finance will significantly reduce the backlog of Freedom of Information Act requests which burden public sector agencies across the country.

Beyond Transparency
Tyler has responded to these challenges by offering Open Finance, a suite of government focused applications that allow agencies to effectively and powerfully communicate how tax dollars are being collected and spent.

Open Finance organizes your Tyler ERP financial data into a highly consumable, interactive, contextualized visual interface to meet the public’s need to understand government finances. Accessible Data Citizens and policy makers alike, can access the Open Finance portal directly from a school district or municipal website on their desktops, tablets, or smart phones. As a cloud-based service, Open Finance does not require an additional hardware investment or on-site technical support. With seamless integration with Tyler’s ERP applications, it yields the highest ROI on a government’s open data initiatives while eliminating the barriers to data and the technical problems encountered with other data analysis products.

Effective Communication Tools
Open Finance searches across all financial data and to provide intuitive results with familiar Google-like search capabilities. The highly engaging visual interface is easy to navigate, and the graphics are organized by category, department, function, and vendor which provides insightful information for internal stakeholders and makes it hugely popular with citizens. It has been designed to automatically answer the most commonly asked questions and is compliant with public record laws in 50 states. Open Finance ensures simplicity in deployment of data which allows clients ease in communicating information both internally and to the public.

It proactively identifies issues, fraud, and trends by updating datasets frequently utilizing current data. Easily review total spending to date and understand how funds are appropriated by department, which vendors receive payments, or research spending for health care and benefits. Interactive charts and graphs allow for easy analysis and understanding.

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A Suite of Focused Applications
Open Finance is your single source to give constituents transparency as well as to educate, inform, and engage the public and local government employees around financial data. Our three ready-to-deploy applications include: Budget: A ready-to-deploy application that publishes the details of your operating revenues and operating expenses onto your branded website. Clients can keep the experience entirely up to date by showing their budget vs. actuals throughout the year and replacing static reports. Citizens will learn about the priorities of their government and how it impacts them and their neighborhoods on mobile phones, desktops, or tablets. Expenditures: Expenditures is a tool that publishes the transaction level details of a government’s expenditures. This tool allows the public and internal stakeholders to easily understand complex financial information, including checkbook-level details of spending. Clients can keep the experience entirely up to date by automatically publishing new data to the platform. Constituents will be able to learn about the spending and contracting of their cities and find specific, detailed answers to a wide variety of questions. Expenditures provides a consistent experience to navigate, analyze, and download the underlying data and provides easy navigation and understanding of the financial data that is accessible to a layperson and valuable for internal staff.

Payroll: Receive instant answers to common questions, including total size of the payroll, top employees, top departments, median pay, and more. It has a summary page that encompasses all the employees in a department or job title as well as at the individual level.

Open Finance is available in three bundles
• Open Finance: Includes operating budgets, expenditure, and payroll • Open Capital Projects Explorer: Includes capital budgets and projects • Open Data: Includes additional datasets from other systems Tyler Open Finance a Win-Win
Tyler’s team will work with you to translate your complex chart of account structure into constituent-friendly visualizations that are easily to navigate and understand. Open Finance serves you and your citizens by putting information at your fingertips while reducing your IT and data retrieval burdens. Tyler’s Open Finance — a solution that can have an immediate impact.

Additional Features:
• Easy public access via any device: mobile, tablet, or PC • Dynamic Google-like search functionality
• Automatic updates to public records and reporting
• Able to fully customize portal’s branding and content • Actionable data insights that are up to date for public understanding and internal analysis • Easy access to historical data for benchmarking and procurement • Transparency that educates, informs, and engages the public • Social sharing and the ability to embed views into third-party websites • Interactive reports
• 508 compliant
• Increased productivity due to internal process improvement • User-friendly interface provides insight for all levels of users (advanced, less technical, and in between)
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• Cloud-based service requires no additional hardware, IT support, or training, and is quick with lowcost deployment b) Application Integration / Interface (API)
i. Describe how Proposer would support and manage the integration/interface Tyler solutions offer a variety of methods of interfacing with external third-party systems, including file-based import and exports and real-time web service integration through plug-and-play App Connectors, and API Toolkits and Connectors.

Tyler Integrated Solutions
Local government continues to recognize the value of integrated software systems. Breaking down data silos, sharing critical organizational data, and automating workflows are just a few of the reasons why thousands of local government clients invest in Tyler’s comprehensive integrated application ecosystem. Additionally, the benefits of single-vendor software solutions extend to shared user experiences, streamlined business processes, and minimizes the need to create and maintain integrations across disparate systems across varying update schedules.

Plug-and-Play Application Support
Tyler solutions include a library of prebuilt integrations for a variety of third-party applications. These integrations are fully maintained by Tyler, eliminating the time and effort needed to build and manage complex connections in-house. Setting up these integrations is straightforward, with only a few key fields needed to configure and activate them.

Productivity Software Support
Application data can be downloaded to a variety of formats including PDF, XLS, DOC, XML, and CSV. Any productivity suite capable of opening these file types can be used, such as Microsoft Office and Google Workspace. Data can also be uploaded to the system in these formats through the integrated import applications.

Output includes hyperlinks to the corresponding application record for easy access. Most output can also be automatically archived to Content Manager for quick retrieval at any time. Some applications also include mail merge support, allowing users to easily create and maintain form templates for completely customized presentation of application data. Any SMTP/IMAP server can be used to send email notifications, such as Microsoft Exchange and Gmail.

API Catalog
API (Application Programming Interface) Toolkits and API Connectors add value to your organization by enabling you to create your own integrations to share data between Tyler and non-Tyler applications.

API Toolkits contain all exposed resources (or endpoints) available in a specific Tyler application module such as Enterprise ERP General Ledger, Accounts Receivable, or Enterprise Asset Management. API Connectors contain a subset or cross-section of API Toolkit resources with the purpose of facilitating a specific type of integration such as third-party cashiering, IVR, or applicant tracking systems.

The API Developer Portal is a powerful RESTful API gateway that makes accessing Tyler application data and processes through Toolkits and Connectors easy and intuitive. The Portal conforms to OpenAPI 3.0 and is secured with OAuth 2.0 through Tyler Identity. API resources include example calls and produce properly formatted commands, allowing you to easily exercise them against your data.

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The API Developer Portal features include:
• Simplified, structured API documentation
• Industry standard OpenAPI 3.0 interface
• Authentication using OAuth 2.0 standard, offering multiple login flows to suit different app implementation scenarios.
• Data models and examples for each resource
• Produces HTTP URI and CURL commands to exercise resources from within the documentation and return data
• Real-time validation
• Standard HTTP status codes
• Documentation to aid in identifying and understanding normal resources used to complete a given integration.

SnapLogic Integration Platform as a Service
Tyler has partnered with SnapLogic, one of the leading Integration Platform as a Service (iPaaS) solutions in the market. SnapLogic's platform for Generative Integration enables organizations to realize enterprise-wide automation by connecting Tyler solutions with their entire ecosystem of applications, databases, big data, machines and devices, APIs, and more with pre-built, intelligent connectors called Snaps.

SnapLogic’s robust catalog of over 800 Snaps, coupled with an intuitive no and low code visual interface designer, help integrators, with or without coding skills, easily connect these endpoints to automate business processes and deliver the insights your organization needs.

In addition to managing the full extract, transform, and load (ETL) integration lifecycle, SnapLogic includes a comprehensive execution manager to monitor, provide alerts, and analyze metrics for your integrations.

SnapLogic can easily be configured for secure bi-directional interfacing of cloud and on-premises solutions.

File-based Interfaces
When integrating with applications that rely on file-based transfers, Tyler solutions include native file interface applications designed for end users. Unlike systems that require a database administrator to import or export data with their system, users can easily import or export data through point-and-click user interface. User-defined templates specify the data layout for a specific system, so users can quickly choose the appropriate template at the time of import/export. Templates for commonly used third-party systems are also included out of the box. File-based interfaces can be scheduled for one-time or recurring, automated processing.

Data transfers can be configured with Workflow automated notifications or approval requests before data updates a record. Workflow business rules can be set on a variety of data conditions specific to the imported data. This includes if data causes an account to go over budget, is over a certain dollar amount, or is related to a specific segment of your general ledger. Only after all workflow rules have been approved does the import update production data. Depending on the process, imports can also be rejected at the item or file level; rejected imports can be resubmitted at any time
ii. Describe APIs and web-services available to pull and push data:
• Are the APIs secured and encrypted
Yes
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• Is there an option to access the data directly from the database? Yes, ODBC
c) Data Storage and Backup
i. Describe approach to data storage
Tyler’s standard SaaS service includes unlimited data storage for all applications except Content Manager.

Content Management storage is limited to 1TB and is typically enough for any client using the Core Edition. Additional storage for Content Manager can be purchased for an annual fee of $5,000 per TB. ii. Describe data backup process
As part of Tyler’s defined business continuity plan, applications and data are replicated across multiple Availability Zones ensuring high availability. Availability Zones consist of one or more discrete data centers, each with redundant power, networking, and connectivity, and housed in separate facilities. They are connected to each other with fast, private fiber-optic networking, providing automatic fail-over for minimal disruption. Tyler employs a FIPS-compliant enterprise backup solution certified for CJIS and GovCloud use.

Data transfer and storage is encrypted as defined in FIPS140-2 and FIPS140-3 standards over private connections within the AWS network.

Backups are retained as defined by application-specific retention policies. Data restoration requests must be submitted through the standard support ticketing process by client approved personnel only. iii. Describe the network bandwidth required between the City and hosting facilities (for SaaS solutions)
Tyler recommends 30 Kbps per concurrent user session for bandwidth utilization estimates iv. Describe what options are available for dedicated bandwidth (if available) Not available at this time. Tyler runs on AWS and uses their network infrastructure and services including route53. This enables all traffic to enter the nearest AWS Edge location and use the AWS Internet backbone for high-speed transfer.
v. Describe scalability option for computing power (CPU, RAM, and storage) Tyler provides fully scalable solutions to meet the requirements of organizations of all sizes. Tyler applications are containerized and built on microservice architecture such as Kubernetes and scale vertically or horizontally for automated resource and load balancing. Tyler provides a site license for additional users and unlimited data storage at no cost. Tyler does license document storage, and this allocation can be increased as required.
d) Data Access and Security
i. Describe how data access is managed
Data is accessible through browser-based Tyler applications, many of which include the ability to export data to a variety of formats including Excel, Word, PDF, XML, and CSV. Data is also accessible from most applications through a hosted ad-hoc reporting environment, RESTful APIs, integrated bulk export applications, and read-only database access.

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ii. Describe the environment (single or multi-tenant)
Multi-tenant applications and single-tenant datasets
iii. If a multi-tenant environment, how is the data segregated? Tyler multi-tenant applications and single-tenant datasets allow multiple organizations to use the software securely and independently within a shared environment. Customer data is logically separated by tenant, and access is scoped to the authenticated user’s tenant and role for each web request, ensuring each client's information is isolated and secure.
iv. If a multi-tenant environment, how is security managed? Customer data is logically separated by tenant, and access is scoped to the authenticated user’s tenant and role for each web request, ensuring each client's information is isolated and secure. e) Business Continuity and Disaster Recovery
i. Business Continuity and Disaster Recovery
Business Continuity
Tyler solutions run on AWS state of the art data centers using innovative architectural and engineering approaches. Amazon has many years of experience in designing, constructing, and operating large-scale data centers. This experience has been applied to the AWS Cloud.

AWS builds to guard against outages and incidents, and accounts for them in the design of their services; so, when disruptions do occur, their impact on customers and the continuity of services is as minimal as possible.

AWS data centers operate in alignment with Tier III+ guidelines. More information regarding Uptime Institute guidelines employed can be found at: https://aws.amazon.com/compliance/uptimeinstitute/.

As part of Tyler’s defined business continuity plan, applications and data are replicated across multiple Availability Zones ensuring high availability. Availability Zones consist of one or more discrete data centers, each with redundant power, networking, and connectivity, and housed in separate facilities. They are connected to each other with fast, private fiber-optic networking, providing automatic fail-over for minimal disruption.

Tyler employs a FIPS-compliant enterprise backup solution certified for CJIS and GovCloud use. Data transfer and storage is encrypted as defined in FIPS140-2 and FIPS140-3 standards. Client production data is retained as defined by application-specific retention policies. Data restoration requests must be submitted through the stadard support ticketing process by client approved personnel only.

Tyler Technologies cloud services are warranted to its standard service level agreement (SLA). Tyler’s target attainment goal is 100% and the SLA provides a service availability commitment of 99.7% uptime. Tyler’s business continuity plan is tested at least annually. Further information regarding Tyler’s business continuity plan can be found in Tyler’s most recent Type 2 Service Organization Controls No. 2 (SOC 2) report. f) Service Level Agreements (SLA’s)
i. Describe supported SLA options (i.e., reliability, availability, performance, issues, requests, system response time, etc.)
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