City of Richmond
Technology Related Hardware, Software and
Services
Friday, May 24, 2024
Karen Grosset - Senior Account Executive
One Tyler Drive, Yarmouth, ME 04096
Phone: 800.772.2260 ext: 4222
Email: [email protected]
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
• Customized Statement of Work/Implementation Plan
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.
Table of Contents
Cover Letter ............................................................................................................................................ 4 Section 1 Company Background ...................................................................................................... 5 Section 2 References ........................................................................................................................ 8 Section 3 Vender Certification Matrix ............................................................................................. 9
One Tyler Dr
Yarmouth ME 04096
P: 800.772.2260
F: 207.781.2459
www.tylertech.com
Friday, May 24, 2024
Cover Letter
City of Richmond
Ms. Sue Hartman
Director of Technology
Information Technology Department
450 Civic Center Plaza
Richmond, CA 94804
RE: Response to RFP for Technology Related Hardware, Software and Services Dear Sue Hartman,
Tyler Technologies, Inc. (Tyler) is pleased to respond to the City of Richmond’s RFP dated Friday, April 26, 2024, for Technology Related Hardware, Software and Services. The attached response will detail our complete offering, including:
• The Enterprise ERP powered by Munis 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 Yakima’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.
If you have any questions, please feel free to contact:
Karen Grosset, Senior Account Executive
800.772.2260 ext: 4222 – [email protected]
Respectfully submitted,
Tina Mize
Group General Counsel, Tyler Technologies, Inc.
Tyler Technologies, Inc. is a publicly traded corporation (NYSE: TYL) EIN: 75-2303920
City of Richmond, CA Executive Summary
RFP Tyler Technologies, Inc.
12306P Page 5
Section 1 Company 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.
1.1 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, 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.
1.2 About Tyler Technologies
• Empowering government and schools to create safer, smarter and more vibrant communities • Solutions include Enterprise Payments Processing, 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%
• 7,300+ employees
• Annual revenues of $1.95 billion (2023)
City of Richmond, CA Executive Summary
RFP Tyler Technologies, Inc.
12306P Page 6
• 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)
1.3 Public Sector Focus
Tyler’s business units have provided software and services to clients for more than 50 years and have long- standing 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.
1.4 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
1.5 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 to the City of Tulsa 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 7,300+ 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.
1.6 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
City of Richmond, CA Executive Summary
RFP Tyler Technologies, Inc.
12306P Page 7
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
• Dow Jones Sustainability Index for North America (2021, 2022) • Barron’s 400 Index ranking, a measure of the most promising companies in America (eight times) • Dallas Business Journal ranked Tyler’s Plano office #8 in its “North Texas Fastest-Growing Public Companies” list (2017)
• Forbes’ “Most Innovative Growth Companies” list (2015-2017) • Forbes’ “America’s Best Small Companies” list (nine times) • Software Magazine’s “Software 500” ranking of the world’s largest software and service suppliers (twelve times)
• Audit Integrity’s “America’s Most Trustworthy Companies” list (2007) • Government Technology’s – GovTech 100 – (eight times) Employer of Choice
• Forbes’ “Best Employers for Diversity” (2019, 2020)
• Forbes’ “Best Employers for Women” (2018)
• Forbes’ “Best Midsize Employers” (2018, 2019)
• Tyler’s three Maine offices recognized as “Best Places to Work in Maine” (fifteen times since 2007)
• Dallas Morning News’ “Best in DFW: Top Workplaces” recognized Tyler’s Plano, Texas office (nine times)
• Dayton Daily News’ “Top Workplaces in the Dayton Metro Area” recognized Tyler’s Moraine, Ohio office
• Tyler’s Lubbock, Texas office named to the “Best of Lubbock” list by the Lubbock Avalanche- Journal (2017-2019)
• Detroit Free Press named Tyler’s Troy, Michigan office a top workplace (2017-2021) • Phoenix Business Journal named Tyler’s Tempe, Arizona office on Best Places to Work list (2019)
1.7 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.
City of Richmond, CA Vendor Certification Matrix
RFP Tyler Technologies, Inc.
12306P Page 8
Section 2 References
References - Offerors must provide references from three (3) government agencies of similar size as the City of Richmond. By submitting this information, Offeror authorizes the City of Richmond to contact these clients for purposes consistent with the review of this bid.
Institution
Name
Contact Name Telephone Number / Email
Address
Description of Services and
Period of Service
City of Hayward Nathaniel Roush (510) 293-7193 /
nathaniel.roush@hayward-
ca.gov
Full EERP Financials, HCM,
Revenue suite and full EP suite.
Client since 2013.
City of Stockton Ting Rishwain 209.937.8641 /
[email protected]
Full EERP Financials and HCM
suite. Client since 2020.
City of Beverly
Hills
Tatyana
Szerwinski
(310)-285-2416 /
[email protected]
Full EERP Financials, HCM, and
revenue suite. Client since
2012.
City of Richmond, CA Vendor Certification Matrix
RFP Tyler Technologies, Inc.
12306P Page 9
Section 3 Vender Certification Matrix
Please see the populated Vendor Certification Matrix Questionnaire form on the following pages. Please also see the Investment Summary for the City’s current contract renewal which shows our current SaaS and service fees.
Vendor Certification Matrix for Services and Products 2024 Company Name: Tyler Technologies Example 1 Example 2 Response Cost (Fees) if applicable
Warranty if
applicable
Product & Services Quote (if necessary, attach separate quotes) Yes No Attached Local Business Bay Area Richmond No
Small Business Yes No No
SWCCBE Yes n/a No
Are you a CMAS or WSCA Vendor, other (please list) (CMAS and WSCA) n/a No Do you currently have a contract available for piggyback? (please list) Yes, City of Riverside n/a Yes
Support Staff Yes n/a Yes
Hours of support 24/7 8:00am to 5:00pm 8:00 – 9:00 EST # of support staff 5 18 1,347+
Technical Certifications and Authorized Service (please list) i.e., Cisco Gold, MS Solutions Provider, HP Sales & Service HP Sales & Service n/a Tyler Cloud Operations
employ best practice
security controls and
are subject to annual
assurance audits.
Audits include SOC 1
Type 2 and SOC 2 Type
2 conducted by an
independent AICPA
firm, and PCI Security
Council PA-DSS and
PCI-DSS validation for
Tyler’s payment and
payment gateway
applications.
More information on
Tyler Industry &
Regulatory Compliance,
including how to obtain
a copy of Tyler’s SOC
Report can be found at:
https://www.tylertech.co
m/about-us/compliance
The AWS Security
Center provides up-to-
date information on
AWS audits by
independent third-party
auditors.
Dedicated Tech Support Phone Number Yes n/a 800-772-2260 Richmond Business License Yes n/a 4005-1508
Current Contract with City Yes n/a -
Past Relationship with the City Yes No Contracted since 2007 Please provide (three) references City of Concord Contra Costa County Attached Are you Department of Justice (DOJ) Certified n/a Yes No Services – example 4 Hour/Same Day Next Day Response
Schedule (please include detail) Example 1 Example 2 Response Cost (Fees) if applicable
Warranty if
applicable
Internet services Yes n/a n/a
Mobile Cell Phone and wireless services Yes n/a n/a
VoIP services Yes n/a n/a
Infrastructure Audit Services/ IDP n/a Yes n/a
Windows Services n/a Yes n/a
Email Services Yes n/a n/a
Security Services (Access doors and CCTV) Yes n/a n/a
Resource and backfill services (detail fees) n/a Yes n/a Network Services n/a Yes n/a
Cable/Fiber Installation Yes n/a n/a
Helpdesk Support n/a n/a n/a
Training Services Yes (desktop) n/a Yes
Project Management Yes n/a Yes
Website Programming and Services Yes n/a n/a
Application Programming Yes n/a n/a
GIS Services n/a Yes n/a
Digital media, Audio Video & Other applicable services (please list) Yes n/a n/a Other (sample product info - service fees and quotes) Example 1 Example 2 Response Cost (Fees) if applicable
Warranty if
applicable
*Notes of other related products must be included below. (please provide sample quotes for best discount)
MS Select Partner for
Volume Licensing
Discounts
n/a
Product Markup Information Prices quoted based
on fixed pricing. n/a n/a
Do you offer discounted Travel? Yes Yes n/a
Do you offer free shipping? Yes Yes n/a
LINE
# SERVICES Hourly Rate COMMENTS
1 Network Project Management service: Project Planning & Management n/a
2 Network Engineering n/a
3 Integration Planning n/a
4 Storage Engineering (SAN, NAS, Backups) n/a
5 Acceptance Testing n/a
6 WAN/LAN Engineering services: Design, deploy services: Design, deploy infrastructure n/a
7 Network and Systems Security services and assessments n/a 8 Needs analysis & future planning n/a
9 Analysis of existing networks with recommendations for improvement n/a
10 Remote Monitoring SNMP monitoring of network devices: switches, routers, servers, etc. n/a
11 Network, Server, Desktop, & Printer services: Email server troubleshooting, upgrades, software patching n/a
12 Network, Server, Desktop, & Printer services: Server deployment, planning, troubleshooting n/a
13 Support, Level 1 and 2 n/a
14 Network, Server, Desktop, Printer services, installation, repair n/a 15 Deployment of Desktop computers n/a
16 Network, Server, Desktop, consolidation using VMware Enterprise n/a 17 Data Cabling & Electrical services: CAT6, & Fiber data cabling for new Fiber data cabling for new existing connections n/a
18 Resource Services: Professional Backfill (helpdesk, Web support, network, printers, GIS, Applications) n/a
19 Resource Services: Training (desktop, IT technical, Applications, GIS) Yes See attached quote for current implementation/training
rates
20 GIS Services: On-site implementation Support n/a
21 GIS Services: Database conversion, development & implementation n/a 22 GIS Services: Application programming, development & implementation n/a
23 GIS Services: System integration & implementation n/a 24 Broadcast audio video support, special events and City meetings n/a 25 Photography services with expertise in portraits, events, and landscape photography for public events on an as needed basis n/a 26 Audio Video implementation for City infrastructure, meeting rooms n/a
Line
# SOFTWARE PRICE for 1 each COMMENTS
27 Adobe-Acrobat Pro, Photoshop, Creative Cloud Suite n/a 28 Microsoft-Office Pro, Windows Server, Exchange Server Enterprise, SQL Server Standard, Project Pro, Visio Pro, (Microsoft Enterprise Agreement) n/a 29 Cisco SmartNet for Cisco switches, routers, Cisco SmartNet for Cisco Catalyst 9200, 9300 n/a 30 Palo Alto Networks Cortex XDR annual renewal n/a
31 VMware Enterprise server n/a
32 Access Control Security System, i.e., internal, and external doors, and gates n/a 33 RingCentral, VoIP n/a
34 ESRI ArcGIS Enterprise & Extensions and Licensing n/a Line
# HARDWARE
PRICE for 1
each COMMENTS
35 Virtual desktop hardware solution (best configuration for 1 each desktop and monitor) n/a 36 Dell OptiPlex small form factor-Desktop Computers - 16GB of RAM (Business Class latest model) n/a
37 24" LCD Monitor n/a
38 HP ProLiant -Server Computers-128GB of RAM n/a
39 HP ProLiant -Server Computers-256GB of RAM n/a
40 Cisco ASR 1001-X router n/a
41 Cisco Catalyst 9500 Switches-48PS n/a
42 Cisco Catalyst C9200-48P Switches n/a
43 Cisco Catalyst C9300-48P Switches n/a
44 Cisco Nexus 3636C-R n/a
45 Symmetra PX 30kW Scalable to 40kW N+1, 208V n/a
46 APC 2200 Smart UPS n/a
47 AXIS camera (external, internal, H.264) Security n/a 48 Cell Phones, smart phones, handheld mobile products n/a 49 Apple Products, i.e., iPhone, iPad Pro n/a
50 Bosch Dicentis Conference System n/a
51 NewTek video switcher/products n/a
52 Panasonic cameras and displays n/a
53 Field production video cameras n/a
Line
# HARDWARE
PRICE for 1
each COMMENTS
54 Netgear Pro AV network switches n/a
55 APC UPS n/a
56 Tightrope Live Streaming Server and related programming n/a 57 Broadcast encoding and Decoding equipment n/a
58 Marquee Displays and Signage n/a
59 Video wall n/a
60 Professional Business Class extra-large Smart TV Monitors n/a 61 Interactive Kiosks n/a
LINE
# SUBSCRIPTION SERVICES Monthly/Annual COMMENTS 62 Digital Media licensing, i.e., Audio music, Video background images/graphics n/a 63 Virtual Meeting licensing n/a
64 Cellular Service Provider n/a
LINE
# ERP SOFTWARE LICENSING & SERVICES Monthly/Annual COMMENTS
65 Enterprise Cloud based Software Yes
See attached quote for current
rates
Note: to include additional details please provide an attached page making sure to reference the specific line item. 2024-469398-V2M4F1 CONFIDENTIAL Page 1
Quoted By: Karen Grosset
Quote Expiration: 10/23/24
Quote Name: City of Richmond - ERP - SaaS
Renewal 2024
Quote Description: 2024 SaaS Renewal
Saas Term 1.00
Sales Quotation For: Shipping Address:
City of Richmond
450 Civic Center Plaza
Richmond CA 94804-1661
Tyler SaaS and Related Services
Description Qty Imp. Hours Annual Fee
Software
Accounting/GL/BG/AP 1 0 $ 102,043.20
Capital Assets 1 0 $ 30,011.10
Cash Management 1 0 $ 20,246.10
Contract Management 1 0 $ 13,781.25
Enterprise Data Platform - Program Edition 1 $ 126,000.00 eProcurement (Vendor Access and Punch-Out) 1 0 $ 0.00
eProcurement (Vendor Access and Punch-Out) Migration 1 0 $ 16,801.05 Project & Grant Accounting 1 0 $ 19,859.70
Purchase Orders 1 0 $ 29,278.20
Requisitions 1 0 $ 20,933.85
Human Resources Management
Human Resources & Talent Management 1 0 $ 28,649.25
Payroll w Employee Access Migration 1 0 $ 91,777.35
Payroll with Employee Access 1 0 $ 0.00
2024-469398-V2M4F1 CONFIDENTIAL Page 2 Revenue Management
Accounts Receivable 1 0 $ 25,613.70
General Billing 1 0 $ 14,496.30
Civic Services
My Civic 1 0 $ 10,080.00
Content Management
Content Manager Core includes Onboarding 1 0 $ 9,270.45 Data Insights
Role Tailored Dashboard 1 0 $ 3,398.85
Tyler Reporting Services ( Microsoft SQL Server ) 1 0 $ 17,626.35 Additional
Enterprise ERP Office 1 0 $ 17,909.85
Enterprise Forms Processing (including Common Form Set) 1 0 $ 14,546.70 TOTAL 0 $ 612,323.25
Tyler Annual Services
Description QTY Imp. Hours Annual Fee
Recurring Services
PACE 9 - Remote 1 0 $ 10,632.00
TOTAL: 0 $ 10,632.00
Professional Services
Description Quantity Unit Price Ext Discount Extended Price Maintenance Implementation - Remote 220 $ 200.00 $ 0.00 $ 44,000.00 $ 0.00 Project Management 28 $ 200.00 $ 0.00 $ 5,600.00 $ 0.00 TOTAL $ 49,600.00 $ 0.00
2024-469398-V2M4F1 CONFIDENTIAL Page 3 Summary One Time Fees Recurring Fees
Total Tyler License Fees $ 0.00 $ 0.00
Total SaaS $ 0.00 $ 612,323.25
Total Tyler Services $ 49,600.00 $ 10,632.00
Total Third-Party Hardware, Software, Services $ 0.00 $ 0.00 Summary Total $ 49,600.00 $ 622,955.25
Contract Total $ 672,555.25
Unless otherwise indicated in the contract or amendment thereto, pricing for optional items will be held For six (6) months from the Quote date or the Effective Date of the Contract, whichever is later.
Customer Approval: Date:
Print Name: P.O.#:
All Primary values quoted in US Dollars
Comments
Client agrees that items in this sales quotation are, upon Client's signature or approval of same, hereby added to the existing agreement ("Agreement") between the parties and subject to its terms. Additionally, payment for said items, as applicable but subject to any listed assumptions herein, shall conform to the following terms:
•License fees for Tyler and third party software are invoiced upon the earlier of (i) deliver of the license key or (ii) when Tyler makes such 2024-469398-V2M4F1 CONFIDENTIAL Page 4 software available for download by the Client;
•Fees for hardware are invoiced upon delivery;
•Fees for year one of hardware maintenance are invoiced upon delivery of the hardware; •Annual Maintenance and Support fees, SaaS fees, Hosting fees, and Subscription fees are first payable when Tyler makes the software available for download by the Client (for Maintenance) or on the first day of the month following the date this quotation was signed (for SaaS, Hosting, and Subscription), and any such fees are prorated to align with the applicable term under the Agreement, with renewals invoiced annually thereafter in accord with the Agreement.
•Fees for services included in this sales quotation shall be invoiced as indicated below. •Implementation and other professional services fees shall be invoiced as delivered. •Fixed-fee Business Process Consulting services shall be invoiced 50% upon delivery of the Best Practice Recommendations, by module, and 50% upon delivery of custom desktop procedures, by module. •Fixed-fee conversions are invoiced 50% upon initial delivery of the converted data, by conversion module, and 50% upon Client acceptance to load the converted data into Live/Production environment, by conversion module. •Except as otherwise provided, other fixed price services are invoiced upon complete delivery of the service. For the avoidance of doubt, where "Project Planning Services" are provided, payment shall be invoiced upon delivery of the Implementation Planning document.
Dedicated Project Management services, if any, will be invoiced monthly in arrears, beginning on the first day of the month immediately following initiation of project planning.
•If Client has purchased any change management services, those services will be invoiced in accordance with the Agreement. •Notwithstanding anything to the contrary stated above, the following payment terms shall apply to services fees specifically for migrations: Tyler will invoice Client 50% of any Migration Fees listed above upon Client approval of the product suite migration schedule. The remaining 50%, by line item, will be billed upon the go-live of the applicable product suite. Tyler will invoice Client for any Project Management Fees listed above upon the go-live of the first product suite. Unless otherwise indicated on this Sales quotation, annual services will be invoiced in advance, for annual terms commencing on the date this sales quotation is signed by the Client. If listed annual service(s) is an addition to the same service presently existing under the Agreement, the first term of the added annual service will be prorated to expire coterminous with the existing annual term for the service, with renewals to occur as indicated in the Agreement.
•Expenses associated with onsite services are invoiced as incurred.
Tyler's quote contains estimates of the amount of services needed, based on our preliminary understanding of the scope, level of engagement, and timeline as defined in the Statement of Work (SOW) for your project. The actual amount of services required may vary, based on these factors.
Tyler's pricing is based on the scope of proposed products and services contracted from Tyler. Should portions of the scope of products or services be altered by the Client, Tyler reserves the right to adjust prices for the remaining scope accordingly.
Unless otherwise noted, prices submitted in the quote do not include travel expenses incurred in accordance with Tyler's then-current Business Travel Policy.
2024-469398-V2M4F1 CONFIDENTIAL Page 5 Tyler's prices do not include applicable local, city or federal sales, use excise, personal property or other similar taxes or duties, which you are responsible for determining and remitting. Installations are completed remotely but can be done onsite upon request at an additional cost.
In the event Client cancels services less than four (4) weeks in advance, Client is liable to Tyler for (i) all non-refundable expenses incurred by Tyler on Client's behalf; and (ii) daily fees associated with the cancelled services if Tyler is unable to re-assign its personnel.
The Implementation Hours included in this quote assume a work split effort of 70% Client and 30% Tyler.
Implementation Hours are scheduled and delivered in four (4) or eight (8) hour increments.
Tyler provides onsite training for a maximum of 12 people per class. In the event that more than 12 users wish to participate in a training class or more than one occurrence of a class is needed, Tyler will either provide additional days at then-current rates for training or Tyler will utilize a Train-the-Trainer approach whereby the client designated attendees of the initial training can thereafter train the remaining users.
Content Manager Core includes up to 1TB of storage. Should additional storage be needed it may be purchased as needed at an annual fee of $5,000 per TB.
PACE Services: Includes the listed number of PACE days and 3 passes to Tyler Connect annually, along with one Investment assessment for every three years of PACE services purchased. PACE Flex provides the client with an option to consume PACE days either remotely or in-person at no additional cost. On-site PACE sessions must be scheduled in 3-day increments, and the client will be responsible for all travel costs incurred. For clients not yet live on Enterprise ERP, the first annual term for PACE commences on the 1st day of the month in which Phase 1 project activities are scheduled to be completed. All project-based post-live work will be provided by the Phase 1 project teams, as stated in the project plan. The PACE Project Manager will engage with the client toward the end of Phase 1 to establish continuity. For clients live on Enterprise ERP, the first annual term for PACE commences on the 1st day of the month following the date of the client's signature on the applicable sales quotation, amendment, or purchase order. The PACE annual term runs for 12 full calendar months. Upon expiration of the first annual term, the term will renew automatically for an additional one (1) year term at the current rate plus the client's contracted annual maintenance increase percentage unless terminated in writing by either party at least thirty (30) days prior to the end of the term. PACE days may only be utilized on live modules.
Tyler Connect passes for the current year are available to clients with a cycle start date on or before March 1. Clients with a cycle start date of April 1 or later will be eligible for Tyler Connect passes the following year. PACE Days, Investment Assessments, and Tyler Connect passes expire at the conclusion of the term. No credit will be granted for unused days, assessments, or passes.
Socrata Connected Government Cloud - Program: The full Socrata product suite. Limits: 25 Monthly Active Users, 500K External API calls, 2TB of data storage. Includes Silver Support and Standard Education. Excludes: Set-Up Your rights, and the rights of any of your end users, to use Tyler’s Access applications are subject to the Terms of Services, available at https://www.tylertech.com/terms/tyler-access-applications-migration-terms. By signing this sales quotation, or accessing, installing, or using any 2024-469398-V2M4F1 CONFIDENTIAL Page 6 of the Tyler solutions listed at the linked terms, you certify that you have reviewed, understand, and agree to said terms.
Standard Project Management responsibilities include project plan creation, initial stakeholder presentation, bi-weekly status calls, updating of project plan task statuses, and go-live planning activities.
Financial library includes: 1 A/P check, 1 EFT/ACH, 1 Purchase order, 1099M, 1099INT, 1099S, and 1099G.
General Billing library includes: standard invoice, standard statement, standard general billing receipt and standard miscellaneous receipt.
Personnel Actions Forms Library includes: standard Personnel Action form - New and standard Personnel Action Form - Change.
Tyler's form library prices are based on the actual form quantities listed, and assume the forms will be provided according to the standard Enterprise ERP form template. Any forms in addition to the quoted amounts and types, including custom forms or forms that otherwise require custom programming, are subject to an additional fee. Please also note that use of the Tyler Forms functionality requires the use of approved printers as well. You may contact Tyler's support team for the most current list of approved printers. Any forms included in this quote are based on the standard form templates provided. Custom forms, additional forms and any custom programming are subject to additional fees not included in this quote. The additional fees would be quoted at the time of request, generally during the implementation of the forms. Please note that the form solution provided requires the use of approved printers. You may contact Tyler's support team for the most current list of approved printers.
Payroll library includes: standard PR check, standard direct deposit, standard vendor from payroll check, standard vendor from payroll direct deposit, W2, W2c, ACA 1095B, ACA 1095C and 1099 R.
In the event Client acquires from Tyler any edition of Content Manager software other than Enterprise Edition, the license for Content Manager is restricted to use with Tyler applications only. If Client wishes to use Content Manager software with non-Tyler applications, Client must purchase or upgrade to Content Manager Enterprise Edition.
They need to do a contract renewal. Socrata is listed as it shows on invoices now.