HomeMy WebLinkAbout20202190.tiff7rbLe.f rO #3ss`7
MEMORANDUM
TO: Esther Gesick, Clerk to the Board July 8, 2020
FROM: Ryan Rose, Chief Information Officer
SUBJECT: Tyler Technologies, Inc. Agreement
Tyler Technologies, Inc. provides software to the Weld County Treasurer. The
software is used by the Treasurer to manage their daily functions. The attached
agreement between the Board Of County Commissioners and Tyler Technologies,
Inc. is to purchase their Investor Portal and engage their assistance in implementing
it. The requested amount is $14,400.00 and has been reviewed by Legal. The
project was budgeted for in the 2020 budget cycle.
We ask that the BOCC approve the agreement as submitted.
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2020-2190
A
BOARD OF COUNTY COMMISSIONERS
PASS -AROUND REVIEW
PASS -AROUND TITLE: Tyler Technologies, Inc. Agreement
DEPARTMENT: Information Technology DATE: 7/6/2020
PERSON REQUESTING: Ryan Rose, CIO Kg,,
Brief description of the problem/issue:
Tyler Technologies, Inc. provides Weld County with software utilized by the Treasurer. This agreement is to
purchase their Investor Portal and engage their assistance in implementing this module. This will provide
efficiency in Treasurer's Office and better customer service to the public.
What options exist for the Board? (include consequences, impacts, costs, etc. of options):
The Board has the option of approving this agreement to proceed forward with this efficiency improvement or
operating as is.
Recommendation:
This vendor specializes in this software. The cost for this request is $14,400.00. The project was budgeted for
the 2020 budget cycle and the contract has been reviewed by Legal.
Mike Freeman, Chair
Scott K. James
Barbara Kirkmeyer
Steve Moreno, Pro -Tern
Kevin D. Ross
Approve Schedule
Recommendation Work Session
,mr-
Other/Comments:
Karla Ford
From:
Sent:
To:
Subject
Okay with both - thanks!
** Sent from my iPhone **
Scott James
Wednesday, July 8, 2020 8:02 AM
Karla Ford
Re: Please Reply - Emailing: Pass -around Domain Renewals, Pass -around Tyler
Investment Portal
Scott K. James
Weld County Commissioner, District 2
1150 O Street, P.O. Box 758, Greeley, Colorado 80632
970.336.7204 (Office)
970,381.7496 (Cell)
Confidentiality Notice: This electronic transmission and any attached documents or other writings are intended only for
the person or entity to which it is addressed and may contain information that is privileged, confidential or otherwise
protected from disclosure. If you have received this communication in error, please immediately notify sender by return
e-mail and destroy the communication. Any disclosure, copying, distribution or the taking of any action concerning the
contents of this communication or any attachments by anyone other than the named recipient is strictly prohibited
On Jul 8, 2020, at 7:09 AM, Karla Ford <kford@weldgov.com> wrote:
Please advise if you approve recommendation on each pass around. Thank you!
Karla Ford —
Office Manager, Board of Weld County Commissioners
1150 O Street, P.O. Box 758, Greeley, Colorado 80632
:: 970.336-7204 :: kford@weldgov.com :: www.weldgov.com :.
**Please note my working hours are Monday -Thursday 7:00a.m.-5:00p.m.**
Confidentiality Notice: This electronic transmission and any attached documents or other writings are
intended only for the person or entity to which it is addressed and may contain information that is
privileged, confidential or otherwise protected from disclosure. If you have received this communication
in error, please immediately notify sender by return e-mail and destroy the communication. Any
disclosure, copying, distribution or the taking of any action concerning the contents of this
communication or any attachments by anyone other than the named recipient is strictly prohibited.
Original Message
From: Ryan Rose <rrose@weldgov.com>
Sent: Tuesday, July 7, 2020 4:35 PM
1
yler
technologies
Proposal
Local Government Division
Presented to:
Investor Portal Module
Renee Fielder
Treasurer
Weld County
1400 N 17th Ave
Greeley, CO 80632
970.400.3290
rfielder@weldgov.com
Proposal date: June 2, 2020
Submitted by:
Erin Walker
952-465-8722
erin.walker c vlertech.carn
Tyler Technologies
Local Government Division
5519 53rd Street
Lubbock, Texas 79414
Investment Summary
Renee Fielder
Weld County
June 2, 2020
Cost Breakdown
••
•,• •, t
•••.•
•
ler
tehnaic��r�
Proposal Valid for 120 days
Software Cost
Annual
Maintenance
Investor Portal Module 10,000
10,000
Professional Services
2,000)
Implementation Services 2,400
2,400
Project Total 12,400
2,000
Remote Services Only
Please see page 5 for payment terms
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.
Client Approval:
'JUL 2 0 2020
Date:
Print Name: Mike Freeman, BOCC Chair
PDX
j,,2.o -c190
Software Licenses
Renee Fielder
Weld County
June 2, 2020
Application Software QTY
% % tyler
•lk
Urnnohag€es
License Fee Annual Fees
Investor Portal Module
12,000 2,400
The Investor Portal reduces county workload by allowing investors to access their information
through a self service module. The investor will log in to a secure webportal in Eagle Web
using a restricted Usemame/Pasaword to access liens that the investor currently owns.
Additionally, the investor will be able to view and print an endorsement list, investor
redemption report and track redemptions.
Application and System Software Sub -Total
Preferred Customer Discount (0%)
Application and System Software Total
12,000 2,400
(2,000) (400)
10,000 2,000
tyler
Professional Services
Renee Plelder
Weld County
June 2, 2020
Implementation Services
Estimated
Hours
Services
Project Management
Implementation Scope:
1) Update the Eagle Web for Treasurer environment, create a new secure web log in
page that will be used via Eagle Web.
2) Configure setup.
3) Test setup changes.
4) Review/Teach staff how to use new functionality.
2 300
14 2,100
Implementation & Development Services Total
Servhu 611Nd as incurred.
16 2,400
Existing Client Terms
Renee Fielder
Weld County
June 2, 2020
Existing Client Terms
e
• . tyler
Client agrees that items in this sales quotation ore, upon Client's signature or approval of same, hereby added to the existing
agreement ("Agreement") between the parties and subject to its terms. Additionally, payment for said items, as applicable
but subject to any listed assumptions herein, shall conform to the following terms:
License fees for Tyler and third party software are invoiced upon the earlier of (i) delivery of the license key or (ii) when Tyler
makes such software available for download by the Client;
Fees for hardware are invoiced upon delivery;
Fees for year one of hardware maintenance are invoiced upon delivery of the hardware;
Annual Maintenance and Support fees, Soa5 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 Saa5, Hosting, and Subscription), and any such fees are prorated to align with the applicable term
under the Agreement, with renewals invoiced annually thereafter in accord with the Agreement.
Fees for services included in this sales quotation shall be invoiced as indicated below.
Implementation and other professional services fees shall be invoiced as delivered.
Fixed fee Business Process Consulting services shall be invoiced 50% upon delivery of the Best Practice Recommendations,
by module, and 50% upon delivery of custom desktop procedures, by module.
Fixed fee conversions are invoiced 50% upon initial delivery of the converted data, by conversion option, and 50% upon
Client acceptance to load the converted data into Live/Production environment, by conversion option. Where conversions
are quoted as estimated, Tyler will invoice Client the actual services delivered on a time and materials basis.
Except as otherwise provided, other fixed price services are invoiced upon complete delivery of the service. For the
avoidance of doubt, where "Project Planning Services" are provided, payment shall be invoiced upon delivery of the
Implementation Planning document. Dedicated Project Management services, if any, will be invoiced monthly in arrears,
beginning on the first day of the month immediately following initiation of project planning.
If Client has purchased any change management services, those services will be invoiced in accordance with the
Agreement.
Expenses associated with onsite services are invoiced as incurred.
Entity Information
Entity Name* Entity ID *
TYLER TECHNOLOGIES. INC/EAGLE @00000820
DIVISION
Contract Name* Contract ID
TYLER TECHNOLOGIES INVESTOR PORTAL AGREEMENT 3859
Contract Status
CTB REVIEW
Contract Lead*
MTRUSLOW
Parent Contract ID
Requires Board Approval
YES
Contract Lead Email Department Project #
mtruslow@coweldco.us
Contract Description*
CONTRACT TO PURCHASE AND IMPLEMENT THE INVESTOR PORTAL MODULE FOR TREASURER
Contract Description 2
Contract Type
AGREEMENT
Amount*
$14,400.00
Renewable*
YES
Automatic Renewal
Grant
IGA
Department
INFORMATION
TECHNOLOGY-GiS
Department Email
CM-
InformationTechnol G
eldgov.com
Department Head Email
CM-InformationTechnologyGIS-
DeptHeadre@weldgov.com
County Attorney
GENERAL COUNTY
A I I ORNEY EMAIL.
County Attorney Email
C M--
COUNTYATTCRNEY@WELD
GOV.COM
Requested BOCC Agenda
Date*
07113!2020
Due Dale
07;09/2020
Will a work session with BOCC be required?'
NO
Does Contract require Purchasing Dept. to be included?
NO
If this is a renewal enter previous Contract ID
If this is part of a MSA enter MSA Contract ID
Note: the Previous Contract Number and Master Services Agreement Number should be left blank if those contracts are not in
On Rase
Contract Dates
Effective Date
Review Date*
05/01/2021
Termination Notice Period Committed Delivery Date
Contact Information
Renewal Date*
07/08/2021
Expiration Date
Contact Info
Contact Name
Contact Type Contact Email
Contact Phone 1 Contest Phone 2
Purchasing
Purchasing Approver
CONSENT
Approval Process
Department Head
RYAN ROSE
DH Approved Date
07114/2020
Final Approval
BOCC Approved
BOCC Signed Date
BOCC Agenda Date
07/20/2020
Originator
MTRUSLOV/
Finance Approver
CONSENT
Purchasing Approved Date
07/14/2020
Finance Approved Date
07/14/2020
Tyler Ref #
AG 072020
Legal Counsel
CONSENT
Legal Counsel Approved Date
07/1412020
Submit
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