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4.01 4.1 SERVICES\Tyler Technologies—Content Management Core—6-27-2022 RESOLUTION AUTHORIZING QUOTE OF TYLER TECHNOLOGIES, INC. FOR INSTALLATION, IMPLEMENTATION AND MANAGEMENT OF CONTENT MANAGEMENT CORE SOFTWARE RESOLUTION NO.: , 2022 INTRODUCED BY: WHO MOVED ITS ADOPTION SECONDED BY: WHEREAS, by Resolution No.: 397,2014, the Queensbury Town Board authorized establishment of the Information Technology Capital Project and Information Technology Capital Project Fund No.: 205, and WHEREAS, the Town Budget Officer has advised that as a result of the decommissioning of Internet Explorer, the Town's financial suite (MUNIS) will no longer be compatible with Laserfiche Connector and therefore it is necessary to engage the professional services of Tyler Technologies, Inc. (Tyler) for the installation, management and implementation of Tyler's Proprietary Content Manager (TCM) Software for an amount not exceeding $19,403 as set forth in Tyler's Quote substantially in the form presented at this meeting, and WHEREAS, funding for this Project has already been established and is provided for in Capital Project Fund No. 205, and WHEREAS, the Budget Officer has advised that additional licenses, hardware and/or training time may be needed related to this Project and therefore has requested that the Town Board also authorize additional expenses up to a $5,000 contingency that the Town Budget Officer deems necessary or appropriate, and WHEREAS, the Town Board wishes to authorize Tyler's Quote and additional contingency, NOW, THEREFORE, BE IT RESOLVED, that the Queensbury Town Board hereby authorizes the professional services of Tyler Technologies, Inc. for the installation, management and implementation of Tyler's Proprietary Content Manager (TCM) Software for an amount not exceeding $19,403 in accordance with Tyler's Quote (with a Quote Expiration of 10/09/22) substantially in the form presented at this meeting, and BE IT FURTHER, RESOLVED, that the Town Board further authorizes the Town Budget Officer to approve additional licenses, hardware and/or training time that may be needed related to this Project up to a $5,000 contingency that she deems necessary or appropriate, and BE IT FURTHER, RESOLVED, that payment up to a total amount of $24,403 shall be from Computer Hardware Account No.: 205-1680-2032, and BE IT FURTHER, RESOLVED, that the Town Board further authorizes and directs the Town Budget Officer to take any actions needed including amending the Town Budget, making any adjustments, and/or preparing any documentation necessary to provide for payment, and BE IT FURTHER, 2 RESOLVED, that the Town Board further authorizes and directs the Town Supervisor to sign the Quote in substantially the form presented at this meeting and/or any other necessary Agreements or documentation and the Town Supervisor and/or Town Budget Officer to take any and all actions necessary to effectuate all terms of this Resolution, and Duly adopted this 27th day of June, 2022, by the following vote: AYES NOES ABSENT : 3 5 Quoted By: Jennifer Barns 0. _0tyl Quote Expiration: 10/09/22 ® Quote Name: Town of Queensbury-ERP-Tyler technologies Content Manager SE Sales Quotation For: Town of Queensbury 742 Bay Rd Queensbury NY 12804-5902 Phone:+1(518)761-8200 Tyler Software and Related Services e Content Management Content Manager Core 1 $12,143,00 32 $12,143.00 $2,186.00 Sub-Total $12,143.00 $12,143.00 $2,186.00 Less Discount 0.00 2186.00 TOTAL $12,143.00 32 $12,143.00 $0.00 Professional Services 1• � o g o 6 a , Content Manager Core Installation(Existing Clients) 1 $1,500.00 $0.00 $1,500.00 $0.00 Project Management 4 '$160.00 $0.00 $640.00 $0.00 Remote Implementation 32 $160.00 $0.00 $5,120.00 $0.00 TOTAL $7,260.00 $0..00 2021-279650-1,41,19Q3 CONFIDENTIAL Page 1 Summary One Time Fees Recurring Fees Total Tyler Software $12,143.00 $0.00 Total Annual $0.00 $0.00 Total Tyler Services $7,260.00 $0.00 Total Third-Party Hardware,Software,Services $0.00 $0.00 Summary Total $19,403.00 $0.00 Contract Total $19,403.00 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 2021-27980-1.41-19Q3 CONFIDENTIAL Page 2 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 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. • 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, 2021-219650-L4H9Q3 CONFIDENTIAL Page 3 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 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. 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. Standard Project Management responsibilities include project plan creation,initial stakeholder presentation,bi-weekly status calls,updating of project plan task statuses,and go-live planning activities, In the event Client acquires from Tyler any edition of Content Manager software other than Enterprise Edition,the license for Content Manager is restricted to use with Tyler applications only.If Client wishes to use Content Manager software with non-Tyler applications,Client must purchase or upgrade to Content Manager Enterprise Edition. Maintenance waived until 2023 renewal. 2021-279650-L4H9Q3 CONFIDENTIAL Page 4 M