Tyler Technologies Licensing Service Agreement Amend 082224

AID 1820687 · View on Simbli

Agenda Item

f. Tyler Technologies (Not to exceed $1,086,926.89)

Summary: Presented by: Mr. Byron Schueneman, Chief Financial Office, Division of Finance
Request: It is recommended that the Board of Education approve the renewal of the annual subscription for the district's Enterprise Resource Planning (ERP) application and related professional services and development with Tyler Technologies in an amount not to exceed $1,086,926.89. 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 the DeKalb County School District’s requirements. The implementation of Tyler Technologies system has successfully replaced the district’s legacy ERP system. This agenda item addresses: 1) annual maintenance and support; 2) annual licensing for an employee self-serve portal (i.e., Employee Access); 3) Planned Annual Continuing Education (PACE); and 4) professional services for the implementation of Time and Attendance.
Details: As of June 13, 2024, the district has successfully transitioned Financial, HR, and Payroll activities from the legacy ERP system (CrossPointe) to the current ERP system (Munis). To ensure the ongoing effectiveness sustainability of this critical system, this agenda item requests funding for software renewal, professional development, and continued professional services for the deployment of the Time and Attendance module. The software renewal includes access to the application and critical data, as well as support, essential updates, and critical security patches.

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 system that requires deep integration with other systems and district processes.

This agenda item includes the following:

Annual, hosting, support, maintenance which includes access to the application and critical data, as well as support, essential updates, and critical security patches. This support includes licensing and maintenance for the following functionality:


Human Resource Management software used for managing on-boarding/off-boarding of DCSD staff.
General ledger, budget, and accounts payable/receivable functions.
Purchasing software used for purchasing functions within the district including the creation and management of purchase orders.
Analytics and data reporting modules used for an array of human resources and financial reporting capabilities
Employee expense reimbursement functionality used for managing expense reimbursement for employees
Projects & grant accounting module used to track budget and spend by project and/or grant.
Cash management module used for the management/reconciliation of bank accounts and cash in-flows/outflows.
Asset Maintenance module which is used for managing operational work orders.
Vendor bid management module which allows vendors the ability to submit bids online.
Time & Attendance functionality which allows for the integration of work hours into the district’s ERP system for payroll processing.


The Employee Access (EA) module which provides employee pay/benefit information online for all employees.
Professional services which will support the continued deployment of a Time and Attendance module. The functionality will allow the district to better track work hours and time off requests,
Planned Annual Continuing Education (Pace) which provides training that can be scheduled as needed across all product areas. The plan also includes a bi-annual investment assessment activity that will help the district assess current use of the EERP solution with recommendations for optimization. A project manager will be assigned to DCSD to help schedule and coordinate all the PACE program activities and the bi-annual investment assessment.

Chronology:




School Year
Board Approval


2022 - 2023
$1,903,400.00


2023 - 2024
$2,351,016.00


2024 - 2025
$1,706,936.71






2025 - 2026 (Requested)
$1,086,926.89
Financial impact: Financial Impact:



Annual Subscription
Cost


Hosting, Support and Licensing
746,334.67


Employee Access Annual Renewal
90,570.90


Professional Services
194,600


Pace (Professional Development)
55,421.32


Total:
$1,086,926.89




Total Estimated: $1,086,926.89 (see breakdown below)
$194,600
GL Code: 100.2500.530000.74711.9999.9990.8010.050.0000 (Professional Services)

$836,905.57
GL Code: 100.1000.561200.00011.7600.9990.0308.070.0000 (Software)
GL Code: 100.2500.561200.74711.9999.9990.8010.050.0000 (Software)

$55,421.32
GL Code: 100.2500.561200.00011.7600.9990.0308.070.0000 (Support Services)
Contact: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance, 678.676.0270
Effective: July 2025
Status: Approved by the Office of Legal Affairs
                                               AMENDMENT

This amendment (“Amendment”) is effective as of the date of signature of the last party to sign as
indicated below (“Amendment Effective Date”), by and between Tyler Technologies, Inc. with offices at
One Tyler Drive, Yarmouth, Maine 04096 (“Tyler”) and the DeKalb County School District, with offices at
2652 Lawrenceville Hwy, Decatur, Georgia 30033 (“Client”).

WHEREAS, Tyler and Client are parties to an agreement dated December 21, 2016 (“Agreement”); and

WHEREAS, the Term of the Agreement expires December 31, 2024 (“Expiration Date”);

NOW THEREFORE, in consideration of the mutual promises hereinafter contained, Tyler and Client agree
as follows:

      1. The term of the Agreement is hereby renewed for a one (1) year term commencing on the day
         following the Expiration Date (for the purposes of this Amendment, the “Renewal Term”). After
         the completion of the Renewal Term, the Agreement will renew automatically for additional one
         (1) year terms at our then-current fees unless terminated in writing by either party at least sixty
         (60) days prior to the end of the then-current term. We will provide you notice of any increase
         in fees no less than sixty (60) days prior to the commencement of the renewal term.

      2. Fees, as detailed in the attached proformas, for year one are invoiced annually in advance,
         beginning on the commencement date of the Renewal Term. Subsequent annual fees are
         invoiced annually in advance, beginning on the anniversary of the initial invoice date.

      3. This Amendment shall be governed by and construed in accordance with the terms and
         conditions of the Agreement.

      4. Except as expressly indicated in this Amendment, all other terms and conditions of the
         Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the parties hereto have executed this Amendment as of the dates set forth
below.

Tyler Technologies, Inc.                                   DeKalb County School District

By:                                                        By:

Name:                                                      Name:

Title:                                                     Title:

Date:                                                      Date:


                                                      1
                                                                                               Exhibit 1




                                           Exhibit 1
                                     Investment Summary
The following Investment Summary details the software, products, and services to be delivered by us to
you under the Agreement. This Investment Summary is effective as of the Effective Date, despite any
expiration date in the Investment Summary that may have lapsed as of the Effective Date. Capitalized
terms not otherwise defined will have the meaning assigned to such terms in the Agreement. In the
event of conflict between the Agreement and terms in the Comments section of this Investment
Summary, the language in the Agreement will prevail.



                          REMAINDER OF PAGE INTENTIONALLY LEFT BLANK




                                                  1
                                                             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
                                                             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      211559       06/13/2024              1 of 1
                                                             Questions
                                                             Tyler Technologies - ERP & Schools
                                                             Phone: 1-800-772-2260 Press 2, then 1
                                                             Fax: 1-866-673-3274
                                                             Email: ar@tylertech.com
                                                                                                                                                         *045$211559%1-*




          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:                                                                                     24      EA            1,102.50                       26,460.00
           PACE - Project Management
           Cycle Start: 01/01/2025, End: 12/31/2025; Term:   12 months



      2    Renewal:                                                                                      1      EA            3,307.50                         3,307.50
           PACE 20 - INVESTMENT ASSESSMENT
           Cycle Start: 01/01/2025, End: 12/31/2025; Term:   12 months



      3    Renewal:                                                                                      5      EA            1,074.94                         5,374.69
           PACE 20 - TYLER CONNECT REGISTRATION
           Cycle Start: 01/01/2025, End: 12/31/2025; Term:   12 months



      4    Renewal:                                                                                     20      EA                882.00                     17,640.00
           PACE 20- TRAINING
           Cycle Start: 01/01/2025, End: 12/31/2025; Term:   12 months




                                                             Does not include any applicable taxes                          Order Total:                     52,782.19


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