Tyler Technologies c#51410 - Proforma 211558 for 1.1.25 Renewal

AID 1665490 · 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
                                                             Remittance                               THIS IS NOT AN INVOICE
                                                              Tyler Technologies, Inc.
                                                              (FEIN 75-2303920)                              PROFORMA
                                                              P.O. Box 203556
                                                                                                          Company     Order No.          Date          Page
                                                              Dallas, TX 75320-3556
                                                                                                               045      211558      06/13/2024             1 of 4
                                                             Questions
                                                             Tyler Technologies - ERP & Schools
                                                             Phone: 1-800-772-2260 Press 2, then 1
                                                             Fax: 1-866-673-3274
                                                             Email: ar@tylertech.com
                                                                                                                                                       *045$211558%4-*




          To:     DEKALB COUNTY SCHOOL DISTRICT                                          Ship To:            DEKALB COUNTY SCHOOL DISTRICT
                  ATTN: ACCOUNTS PAYABLE                                                                     ATTN: ACCOUNTS PAYABLE
                  2652 LAWRENCEVILLE HIGHWAY                                                                 2652 LAWRENCEVILLE HIGHWAY
                  DECATUR, GA 30033                                                                          DECATUR, GA 30033
                  United States                                                                              United States




             Customer Grp/No.               Customer PO#             Payment Terms            Currency Code            Ship Via           Salesperson Cd

             1       51410                                               Net 45                      USD                ELEC

     No. Item/ Description/ Comments                                                                Quantity    U/M         Unit Price                 Total Cost

Contract No.: DEKALB COUNTY SD, GA
      1    Renewal:                                                                                      1      EA         150,000.00                  150,000.00
           APPLICATION HOSTING FEES
           Cycle Start: 01/01/2025, End: 12/31/2025; Term:   12 months
           :



      2    Renewal:                                                                                      1      EA          10,930.65                      10,930.65
           SUPPORT & UPDATE LICENSING - APPLICANT TRACKING
           Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



      3    Renewal:                                                                                      1      EA          41,064.09                      41,064.09
           SUPPORT & UPDATE LICENSING - PURCHASING
           Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



      4    Renewal:                                                                                      1      EA          10,930.65                      10,930.65
           SUPPORT & UPDATE LICENSING - PROFESSIONAL DEVELOPMENT
           Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



      5    Renewal:                                                                                      1      EA          93,291.11                      93,291.11
           SUPPORT & UPDATE LICENSING - ACCTG/GL/BUDGET/AP
           Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



      6    Renewal:                                                                                      1      EA            2,013.21                       2,013.21
           SUPPORT & UPDATE LICENSING - BMI ASSET TRACK INTERFACE
           Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



      7    Renewal:                                                                                      1      EA          10,440.24                      10,440.24
           SUPPORT & UPDATE LICENSING - CONTRACT MANAGEMENT
           Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



      8    Renewal:                                                                                      1      EA            8,775.49                       8,775.49
           SUPPORT & UPDATE LICENSING - EMPLOYEE EXPENSE REIMBURSEMENT
           Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months
                                                      Remittance                      THIS IS NOT AN INVOICE
                                                      Tyler Technologies, Inc.
                                                      (FEIN 75-2303920)                      PROFORMA
                                                      P.O. Box 203556
                                                                                         Company     Order No.          Date    Page
                                                      Dallas, TX 75320-3556
                                                                                              045      211558      06/13/2024   2 of 4
                                                      Questions
                                                      Tyler Technologies - ERP & Schools
                                                      Phone: 1-800-772-2260 Press 2, then 1
                                                      Fax: 1-866-673-3274
                                                      Email: ar@tylertech.com


No. Item/ Description/ Comments                                                    Quantity    U/M         Unit Price           Total Cost

 9    Renewal:                                                                          1      EA          23,409.90             23,409.90
      SUPPORT & UPDATE LICENSING - FIXED ASSETS
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



10    Renewal:                                                                          1      EA          14,634.42             14,634.42
      SUPPORT & UPDATE LICENSING - PROJECT & GRANT ACCOUNTING
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



11    Renewal:                                                                          1      EA          16,905.71             16,905.71
      SUPPORT & UPDATE LICENSING - CASH MANAGEMENT
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



12    Renewal:                                                                          1      EA          25,436.00             25,436.00
      SUPPORT & UPDATE LICENSING - HUMAN RESOURCES MANAGEMENT
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



13    Renewal:                                                                          1      EA          20,390.10             20,390.10
      SUPPORT & UPDATE LICENSING - ACCOUNTS RECEIVABLE
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



14    Renewal:                                                                          1      EA          12,195.33             12,195.33
      SUPPORT & UPDATE LICENSING - ANNUAL COMPREHENSIVE FINANCIAL REPORT
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



15    Renewal:                                                                          1      EA            5,592.23             5,592.23
      SUPPORT & UPDATE LICENSING - TYLER FORMS PROCESSING
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



16    Renewal:                                                                          1      EA          16,105.58             16,105.58
      SUPPORT & UPDATE LICENSING - ePROCUREMENT
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



17    Renewal:                                                                          1      EA          26,132.87             26,132.87
      SUPPORT & UPDATE LICENSING - TYLER CONTENT MANAGER SE
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



18    Renewal:                                                                          1      EA          77,655.84             77,655.84
      SUPPORT & UPDATE LICENSING - MUNIS ANALYTICS & REPORTING
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



19    Renewal:                                                                          1      EA            9,582.77             9,582.77
      SUPPORT & UPDATE LICENSING - GENERAL BILLING
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months
                                                         Remittance                     THIS IS NOT AN INVOICE
                                                         Tyler Technologies, Inc.
                                                         (FEIN 75-2303920)                     PROFORMA
                                                         P.O. Box 203556
                                                                                           Company     Order No.          Date    Page
                                                         Dallas, TX 75320-3556
                                                                                                045      211558      06/13/2024   3 of 4
                                                        Questions
                                                        Tyler Technologies - ERP & Schools
                                                        Phone: 1-800-772-2260 Press 2, then 1
                                                        Fax: 1-866-673-3274
                                                        Email: ar@tylertech.com


No. Item/ Description/ Comments                                                      Quantity    U/M         Unit Price           Total Cost

20    Renewal:                                                                            1      EA          86,257.83             86,257.83
      SUPPORT & UPDATE LICENSING - PAYROLL W/ESS
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



21    Renewal:                                                                            1      EA          22,590.11             22,590.11
      SUPPORT & UPDATE LICENSING - STUDENT ACTIVITIES ACCOUNTING
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



22    Renewal:                                                                            1      EA          29,727.81             29,727.81
      Tyler Asset Performance - Maintenance
      Cycle Start: 01/01/2025, End: 12/31/2025; Term:   12 months



23    Renewal:                                                                            1      EA          10,652.47             10,652.47
      Tyler GIS - Site License - Maintenance
      Cycle Start: 01/01/2025, End: 12/31/2025; Term:   12 months



24    Renewal:                                                                            1      EA          35,060.24             35,060.24
      Asset Maintenance - Maintenance
      Cycle Start: 01/01/2025, End: 12/31/2025; Term:   12 months
      :



25    Renewal:                                                                            1      EA          10,540.99             10,540.99
      Bid Management - Maintenance
      Cycle Start: 01/01/2025, End: 12/31/2025; Term:   12 months



26    Renewal:                                                                            1      EA            1,436.84             1,436.84
      BMI CollectIT Interface - Maintenance
      Cycle Start: 01/01/2025, End: 12/31/2025; Term:   12 months



27    Renewal:                                                                            1      EA          16,647.57             16,647.57
      Inventory - Maintenance
      Cycle Start: 01/01/2025, End: 12/31/2025; Term:   12 months



28    Renewal:                                                                            1      EA            1,428.21             1,428.21
      Support & Update Licensing - Time & Attendance Mobile Access Maintenance
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



29    Renewal:                                                                            1      EA          54,876.93             54,876.93
      Support & Update Licensing - Time & Attendance Maintenance
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months



30    Renewal:                                                                            1      EA            1,449.33             1,449.33
      Support & Update Licensing - Time & Attendance Import Maintenance
      Cycle Start: 01/01/2025, End: 12/31/2025; Term: 12 months
      :
                                               Remittance                          THIS IS NOT AN INVOICE
                                               Tyler Technologies, Inc.
                                               (FEIN 75-2303920)                          PROFORMA
                                               P.O. Box 203556
                                                                                       Company    Order No.          Date    Page
                                               Dallas, TX 75320-3556
                                                                                           045      211558      06/13/2024    4 of 4
                                               Questions
                                               Tyler Technologies - ERP & Schools
                                               Phone: 1-800-772-2260 Press 2, then 1
                                               Fax: 1-866-673-3274
                                               Email: ar@tylertech.com


 No. Item/ Description/ Comments                                                Quantity    U/M         Unit Price           Total Cost




                                               Does not include any applicable taxes                    Order Total:         846,154.52


Comments:     Upon acceptance please email your purchase order to PO@tylertech.com