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HomeMy WebLinkAboutbocc.con.amended.001.2018 E2017-11-13 btf NOTE: CLERKS OFFICE WILL KEEP ORIGINAL DOCUMENTS IN COMPLIANCE WITH COLORADO STATE ARCHIVES RETAINAGE SCHEDULE. ALL ATTACHMENTS MUST BE WITH THIS CHECKLIST. Pitkin County Procurement Cover Sheet Please complete the Contract Cover Sheet when the contract/task order is complete and fully executed. Return all Contract Cover Sheets and Contracts/Change Orders/Amendments/Task Orders to Procurement (procurement@pitkincounty.com). If not already completed, any contracts $50,000 and over will be routed for signatures to County Manager and Attorney’s Office (if required) by Procurement. Contract Information Contract Number 001.2018 E Project Name Enterprise Resource Planning System Contractor Tyler Technologies Budget Line Item 101.21.92400.82673 $ Additional Budget Line Item(s) (Please fully allocate New Contract Total) $ $ $ $ Contract Start Date 8/1/2018 Contract End Date 7/31/2019 Renewals Available? Yes ☒ No☐ Retainage Yes $ or % No☒ If this is a new contractor, please request they complete and submit to Finance a New Vendor Request Form. Contact Information: Department Finance County Representative Ann Driggers County Representative Phone (970)429-6138 Provide a brief description of the contract: Addition of Vendor Self Service module. Pricing includes 2.5 years of subscription per Attachment A. Contract Value Summary: Original Contract Amount $ 592,996.00 Previous Change Order/Amendment Amount $ 15,427.00 This Change order/Amendment amount $ 18,350.00 New Contract Total $ 626,773.00 Procurement Method: None ☐ Informal☐ Formal ☒ Sole Source ☐ Outside Agency ☐ Emergency ☐ Contract Type: Services/Maintenance ☒ Construction ☐ Goods, Equipment, Supplies ☐ Change Order/Amendment ☐ Contract Renewal ☐ Other, please explain ☐ AMENDMENT This amendment (“Amendment”) is made this 25th day of January, 2019 by and between Tyler Technologies, Inc. with offices at One Tyler Drive, Yarmouth, Maine 04096 (“Tyler”) and Pitkin County, with offices at 530 East Main Street, Aspen, Colorado 81611 (“Client”). WHEREAS, Tyler and the Client are parties to an agreement dated July 23, 2018 (“Agreement”); and WHEREAS, Tyler and Client desire to amend the terms of the Agreement as provided herein. NOW THEREFORE, in consideration of the mutual promises hereinafter contained, Tyler and the Client agree as follows: 1.Adding SaaS. The items set forth in the Investment Summary attached as Exhibit 1 to this Amendment are hereby added to the Agreement as of February 1, 2019. Payment of fees and costs for such items shall conform to the following terms: a.The annual SaaS Fees payable under the Agreement shall be increased in the amount of $2,300 for the Tyler SaaS added herein. b.Unless otherwise provided herein, services identified in Exhibit 1 and added to the Agreement pursuant to this Amendment, along with applicable expenses, shall be invoiced as provided and/or incurred. 2.Adding Licensed Software. The items set forth in the Investment Summary attached as Exhibit 1 to this Amendment are hereby added to the Agreement as of the execution date of this Amendment. Payment of fees and costs for such items shall conform to the following terms: a.License Fees. License fees will be invoiced when Tyler makes the software added to the Agreement pursuant to this Amendment available for download (for the purpose of this Amendment, the “Available Download Date”). b.Services Fees & Expenses. Services added to the Agreement pursuant to this Amendment, along with applicable expenses, shall be invoiced as provided and/or incurred. c.Hardware Fees. Fees for Hardware are due on delivery of the respective Hardware. 3.This Amendment shall be governed by and construed in accordance with the terms and conditions of the Agreement. 4.All other terms and conditions of the Agreement shall remain in full force and effect. [SIGNATURE BLOCK ON FOLLOWING PAGE] IN WITNESS WHEREOF, the parties hereto have executed this Amendment as of the dates set forth below. Tyler Technologies, Inc. Pitkin County By: By: Name: Name: Title: Title: Date: Date: Ann Driggers Finance Director Jan-25-2019 Robert Kennedy-Jensen Jan-25-2019 Director of Contracts Exhibit 1 Investment Summary The following Investment Summary details the software and services to be delivered by us to you under the Agreement. This Investment Summary is effective as of the Effective Date. Capitalized terms not otherwise defined will have the meaning assigned to such terms in the Agreement. In the event a comment in the following Investment Summary conflicts with a provision of this Amendment, the provision in this Amendment shall control. REMAINDER OF PAGE INTENTIONALLY LEFT BLANK Quoted By:Jason Cloutier Date:12/17/2018 Quote Expiration:6/15/2019 Quote Name:Pitkin County-ERP-VSS Quote Number:2018-63161 Quote Description:Vendor Self Service Sales Quotation For Pitkin County Floor 3 530 E Main Street Aspen, CO 81611-2939 Phone +1 (970) 920-5200 SaaS Description Annual Fee Net # Years Total SaaS Fee Impl. Hours Additional: eProcurement $2,300.00 2.5 $5,750.00 0 TOTAL:$2,300.00 $5,750.00 0 Tyler Software and Related Services Description License Impl. Hours Impl. Cost Data Conversion Module Total Year One Maintenance Productivity: eProcurement $10,000.00 32 $5,600.00 $0.00 $15,600.00 $0.00 Sub-Total:$10,000.00 $5,600.00 $0.00 $15,600.00 $0.00 Less Discount:$3,000.00 $0.00 $0.00 $3,000.00 $0.00 TOTAL:$7,000.00 32 $5,600.00 $0.00 $12,600.00 $0.00 2018-63161 - Vendor Self Service CONFIDENTIAL 1 of 3 Summary One Time Fees Recurring Fees Total SaaS $0.00 $2,300.00 Total Tyler Software $7,000.00 $0.00 Total Tyler Services $5,600.00 $0.00 Total 3rd Party Hardware, Software and Services $0.00 $0.00 Summary Total $12,600.00 $2,300.00 Contract Total $18,350.00 Unless otherwise indicated in the contract or Amendment thereto, pricing for optional items will be held for Six (6) months from the Quote date or the Effective Date of the Contract, whichever is later. Customer Approval: Date: Print Name: P.O. #: All primary values quoted in US Dollars Tyler Discount Detail Description License License Discount License Net Maintenance Basis Year One Maint Discount Year One Maint Net Productivity: eProcurement $10,000.00 $3,000.00 $7,000.00 $0.00 $0.00 $0.00 TOTAL:$10,000.00 $3,000.00 $7,000.00 $0.00 $0.00 $0.00 2018-63161 - Vendor Self Service CONFIDENTIAL 2 of 3 Jan-25-2019 Ann Driggers Finance Director Comments Tyler recommends the use of a 128-bit SSL Security Certificate for any Internet Web Applications, such as the Munis Web Client and the MUNIS Self Service applications if hosted by the Client. This certificate is required to encrypt the highly sensitive payroll and financial information as it travels across the public internet. There are various vendors who sell SSL Certificates, with all ranges of prices. Tyler's quote contains estimates of the amount of services needed, based on our preliminary understanding of the size and scope of your project. The actual amount of services depends on such factors as your level of involvement in the project and the speed of knowledge transfer. Unless otherwise noted, prices submitted in the quote do not include travel expenses incurred in accordance with Tyler's then-current Business Travel Policy. Tyler's prices do not include applicable local, city or federal sales, use excise, personal property or other similar taxes or duties, which you are responsible for determining and remitting. In the event Client cancels services less than two (2) 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. 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. Tyler's cost is based on all of the proposed products and services being obtained from Tyler. Should significant portions of the products or services be deleted, Tyler reserves the right to adjust prices accordingly. Client agrees that items in this sales quotation are, upon Client's signature of same, hereby added to the Agreement between the parties, and subject to its terms. Additionally, and notwithstanding anything in the Agreement to the contrary, payment for said items shall conform to the following conditions: Licensee fees for Tyler and 3rd party products are due when Tyler makes such software available for download by the Client (for the purpose of this quotation, the 'Availability Date') or delivery (if not software); Maintenance fees, prorated for the term commencing when on the Availability Date and ending on the last day of the current annual support term for Tyler Software currently licensed to the Client, are due on the Availability Date; Fees for services, unless otherwise indicated, plus expenses, are payable upon delivery. 2018-63161 - Vendor Self Service CONFIDENTIAL 3 of 3 Quoted By:Jason Cloutier Date:12/17/2018 Quote Expiration:6/15/2019 Quote Name:Pitkin County-ERP-VSS Quote Number:2018-63161 Quote Description:Vendor Self Service Sales Quotation For Pitkin County Floor 3 530 E Main Street Aspen, CO 81611-2939 Phone +1 (970) 920-5200 SaaS Description Annual Fee Net # Years Total SaaS Fee Impl. Hours Additional: eProcurement $2,300.00 2.5 $5,750.00 0 TOTAL:$2,300.00 $5,750.00 0 Tyler Software and Related Services Description License Impl. Hours Impl. Cost Data Conversion Module Total Year One Maintenance Productivity: eProcurement $10,000.00 32 $5,600.00 $0.00 $15,600.00 $0.00 Sub-Total:$10,000.00 $5,600.00 $0.00 $15,600.00 $0.00 Less Discount:$3,000.00 $0.00 $0.00 $3,000.00 $0.00 TOTAL:$7,000.00 32 $5,600.00 $0.00 $12,600.00 $0.00 2018-63161 - Vendor Self Service CONFIDENTIAL 1 of 3 Summary One Time Fees Recurring Fees Total SaaS $0.00 $2,300.00 Total Tyler Software $7,000.00 $0.00 Total Tyler Services $5,600.00 $0.00 Total 3rd Party Hardware, Software and Services $0.00 $0.00 Summary Total $12,600.00 $2,300.00 Contract Total $18,350.00 Unless otherwise indicated in the contract or Amendment thereto, pricing for optional items will be held for Six (6) months from the Quote date or the Effective Date of the Contract, whichever is later. Customer Approval: Date: Print Name: P.O. #: All primary values quoted in US Dollars Tyler Discount Detail Description License License Discount License Net Maintenance Basis Year One Maint Discount Year One Maint Net Productivity: eProcurement $10,000.00 $3,000.00 $7,000.00 $0.00 $0.00 $0.00 TOTAL:$10,000.00 $3,000.00 $7,000.00 $0.00 $0.00 $0.00 2018-63161 - Vendor Self Service CONFIDENTIAL 2 of 3 Comments Tyler recommends the use of a 128-bit SSL Security Certificate for any Internet Web Applications, such as the Munis Web Client and the MUNIS Self Service applications if hosted by the Client. This certificate is required to encrypt the highly sensitive payroll and financial information as it travels across the public internet. There are various vendors who sell SSL Certificates, with all ranges of prices. Tyler's quote contains estimates of the amount of services needed, based on our preliminary understanding of the size and scope of your project. The actual amount of services depends on such factors as your level of involvement in the project and the speed of knowledge transfer. Unless otherwise noted, prices submitted in the quote do not include travel expenses incurred in accordance with Tyler's then-current Business Travel Policy. Tyler's prices do not include applicable local, city or federal sales, use excise, personal property or other similar taxes or duties, which you are responsible for determining and remitting. In the event Client cancels services less than two (2) 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. 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. Tyler's cost is based on all of the proposed products and services being obtained from Tyler. Should significant portions of the products or services be deleted, Tyler reserves the right to adjust prices accordingly. Client agrees that items in this sales quotation are, upon Client's signature of same, hereby added to the Agreement between the parties, and subject to its terms. Additionally, and notwithstanding anything in the Agreement to the contrary, payment for said items shall conform to the following conditions: Licensee fees for Tyler and 3rd party products are due when Tyler makes such software available for download by the Client (for the purpose of this quotation, the 'Availability Date') or delivery (if not software); Maintenance fees, prorated for the term commencing when on the Availability Date and ending on the last day of the current annual support term for Tyler Software currently licensed to the Client, are due on the Availability Date; Fees for services, unless otherwise indicated, plus expenses, are payable upon delivery. 2018-63161 - Vendor Self Service CONFIDENTIAL 3 of 3