Tyler Technologies - Additional Implementation, Change Order 6 - 2024-476720-Y3Z7H7

AID 1665489 · View on Simbli

Agenda Item

c. Tyler Technologies (Not to exceed $1,706,936.71)

Summary: Presented by: Ms. Monika Davis, Chief Information Officer, Division of Information and Instructional Technology
Request: It is requested that the Board of Education approve the purchase of the annual subscription for the district's Enterprise Resource Planning (ERP) application and associated professional services with Tyler Technologies in an amount not to exceed $1,706,936.71.

This is a one-year agreement.
Why: RFP 16-477 was originally awarded to Tyler Technologies to provide an Enterprise Resource Planning, Human Capital Management, Onboarding and Financial Management solution that meets DeKalb County School District’s requirements, which will ultimately replace the existing legacy system.
Details: As of June 13, 2024, the district has successfully transitioned Financial, HR, and Payroll activity from the legacy ERP system (CrossPointe) to the current ERP system (Munis). The goal of this transition is to improve operational efficiency and data management within the school district in these areas. To ensure the ongoing effectiveness and long-term sustainability of this critical system, this agenda item requests funding for software renewal and continued professional services.

The software renewal includes access to the application and critical data, as well as access to support, essential updates, and critical security patches. The professional services will provide valuable support during this crucial post-implementation phase. These services will address any lingering issues from the initial implementation, optimize workflows for maximized efficiency, and offer in-depth training on advanced functionalities for staff. This comprehensive approach will minimize disruptions, promote user adoption, and ultimately empower staff to fully leverage the system's capabilities. While the implementation phase provided foundational knowledge, ongoing support is essential to ensure fluency, maximize the application's effectiveness, and transform the district's ERP related processes.

Pursuant to Board of Education Policy DJE, the renewal of the Munis application subscription and purchase of professional services do not require a competitive bid because they meet the policy definition of a single source. Munis was competitively selected as the district’s Enterprise Resource System with Tyler Technologies as the vendor through RFP 16-477. RFP 16-477 was approved by the Board of Education on July 11, 2016. The district’s Enterprise Resource Planning (ERP) System, much like the district’s Student Information System, is a critical legacy system that requires a massive implementation period (spanning multiple years) with ongoing compatibility and standardization with other systems and district processes.
Financial impact: Total Estimated: $1,706,936.71 (see breakdown below)

$808,000
GL Code: 100.2500.530000.74711.9999.9990.8010.050.0000 (Professional Services)

$846,154.52
GL Code: 100.1000.561200.00011.7600.9990.0308.070.0000 (Software)
GL Code: 100.2500.561200.74711.9999.9990.8010.050.0000 (Software)

$52,782.19
GL Code: 100.2500.561200.00011.7600.9990.0308.070.0000 (Support Services)
Contact: Ms. Monika Davis, Chief Information Officer, Division of Information and Instructional Technology, 678.676.1274
Effective: July 2024
Status: Approved by General Counsel
                                                                                          Quoted By:                              Mike Dehghanian
                                                                                          Quote Expiration:                               12/02/24
                                                                                          Quote Name:              Dekalb County School District, GA
                                                                                                                         - Implementation Services,
                                                                                                                                  Change Order 06



Sales Quotation For:                         Shipping Address:

Dekalb County School District
1701 Mountain Industrial Blvd
Stone Mountain GA 30083-1027




Professional Services


Description                                                       Quantity         Unit Price    Ext Discount    Extended Price       Maintenance
Dedicated Full Time Project Manager (Monthly)                            8       $ 29,600.00            $ 0.00     $ 236,800.00             $ 0.00
Dedicated Payroll/HR Implementation Support Hours                     720           $ 200.00            $ 0.00     $ 144,000.00             $ 0.00
Financial ACFR Hours                                                   96           $ 200.00            $ 0.00      $ 19,200.00             $ 0.00
Financial IC Hours                                                    720           $ 200.00            $ 0.00     $ 144,000.00             $ 0.00
HCM IC (Prof Dev, Recruiting) Hours                                   720           $ 200.00            $ 0.00     $ 144,000.00             $ 0.00
Time & Attendance Buildout Hours                                      600           $ 200.00            $ 0.00     $ 120,000.00             $ 0.00
                                                        TOTAL                                                     $ 808,000.00               $ 0.00




Summary                                                          One Time Fees                  Recurring Fees
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Total Tyler License Fees                                                     $ 0.00                         $ 0.00
Total SaaS                                                                   $ 0.00                         $ 0.00
Total Tyler Services                                                  $ 808,000.00                          $ 0.00
Total Third-Party Hardware, Software, Services                               $ 0.00                         $ 0.00
Summary Total                                                         $ 808,000.00                          $ 0.00


 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




       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
         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
2024-476720-Y3Z7H7                                                          CONFIDENTIAL                                                         Page 2
      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.

     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.

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     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.



     EPCR Number: 2024-06-04




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