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Contract - Tyler Technologies - 12/1/2016r� 0 �� . 6 ��.� tyler s technologies Sales Quotation For City of Round Rock 221 E Main Ave Round Rock, Texas 78664-5271 Phone(512)218-5400 SaaS Revenue: Central Property File Maplink GIS Integration Tyler Cashiering UB Interface Utility Billing CIS Productivity: Citizen Self Service IVR Gateway Tyler Notify 2016-18769 - Tyler Utility Billing SaaS Quote Quoted By: Jason Cloutier Date: 11/15/2016 Quote Expiration: 1/31/2017 Quote Name: City of Round Rock -ERP -UB Quote Number: 2016-18769 Quote Description: Tyler Utility Billing SaaS Quote One Time Fees 3.0 $2,111.00 1 @ $1,275.00 $1,275.00 $0.00 3.0 $11,890.00 1 @ $1,275.00 $1,275.00 $0.00 3.0 $33,148.00 7 @ $1,275.00 $8,925.00 $0.00 3.0 $9,512.00 4 @ $1,275.00 $5,100.00 $0.00 3.0 $29,545.00 21 @ $1,275.00 $26,775.00 $23,400.00 3.0 $21,618.00 1 @ $1,275.00 $1,275.00 $0.00 3.0 $9,728.00 6 @ $1,275.00 $7,650.00 $0.00 3.0 $24,200.00 0 @ $1,275.00 $0.00 $0.00 TOTAL: $141,752.00 41 $52,275.00 $23,400.00 CONFIDENTIAL 1 of 6 Other Services sescription Quantity Unit Price Unit Discount Extended Price Project Planning Services 1 $11,000.00 $0.00 $11,000.00 Tyler Forms Library - Utility Billing 1 $5,000.00 $0.00 $5,000.00 Tyler Notify- Implementation 2 $1,275.00 $0.00 $2,550.00 TOTAL: $18,550.00 3rd Party Hardware, Software and Services Cash Drawer Hand Held Scanner - Model 1900GSR Hand Held Scanner Stand ID Tech MiniMag USB Reader Printer (TM -S9000) Tyler Notify IVR Plan (25,000 Minutes) Tyler Notify SMS Text Plan (25,000 Messages) 3rd Party Hardware Sub -Total: 3rd Party Software Sub -Total: TOTAL: Summary Total SaaS per annum Total Tyler Software Total Tyler Services Total 3rd Party Hardware, Software and Services Summary Total Contract Total 4 $230.00 $0.00 $920.00 $0.00 $0.00 $0.00 4 $385.00 $0.00 $1,540.00 $0.00 $0.00 $0.00 4 $25.00 $0.00 $100.00 $0.00 $0.00 $0.00 4 $62.00 $0.00 $248.00 $0.00 $0.00 $0.00 4 $1,600.00 $0.00 $6,400.00 $0.00 $0.00 $0.00 1 $2,500.00 $0.00 $2,500.00 $0.00 $0.00 $0.00 1 $1,250.00 $0.00 $1,250.00 $0.00 $0.00 $0.00 $0.00 $9,208.00 $0.00 $0.00 $3,750.00 $0.00 $0.00 $12,958.00 $0.00 One Time Fees Recurring Fees $0.00 $141,752.00 $0.00 $0.00 $94,225.00 $0.00 $12,958.00 $0.00 $107,183.00 $141,752.00 $532,439.00 2016-18769 - Tyler Utility Billing SaaS Quote CONFIDENTIAL 2 of 6 Detailed Breakdown of Conversions (included in Contract Total) 11escription Unit Price Unit Discount Extended Price Utility Billing - Option 1 Services $3,200.00 $0.00 $3,200.00 Utility Billing - Option 2 Assessments $2,000.00 $0.00 $2,000.00 Utility Billing - Option 3 Consumption History $3,200.00 $0.00 $3,200.00 Utility Billing - Option 4 Balance Forward AR $5,000.00 $0.00 $5,000.00 Utility Billing - Option 5 Service Orders $3,000.00 $0.00 $3,000.00 Utility Billing - Option 6 Backflow $3,000.00 $0.00 $3,000.00 Utility Billing - Standard $4,000.00 $0.00 $4,000.00 TOTAL: $23,400.00 2016-18769 - Tyler Utility Billing SaaS Quote CONFIDENTIAL 3 of 6 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: Print Name: All primary values quoted in US Dollars Date: P.O. M 2016-18769 - Tyler Utility Billing SaaS Quote CONFIDENTIAL 4 of 6 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. Conversion prices are based on a single occurrence of the database. If additional databases need to be converted, these will need to be quoted. 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. 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. Utility billing library includes: 1 Utility bill, 1 assessment, 1 UB receipt, 1 Lien letter, 1 UB delinquent notice, 1 door hanger and 1 final utility bill. Project Management includes project planning, kickoff meeting, status calls, task monitoring, verification and transition to support. 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. The SaaS fees are based on 100 concurrent users. Should the number of concurrent users be exceeded, Tyler reserves the right to re -negotiate the SaaS fees based upon any resulting changes in the pricing categories. 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 terns 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. Tyler Notify SaaS services will renew automatically for additional one (1) year terms at our then -current fee unless terminated in writing by either part at least thirty (30) days prior to the end of the then -current teen. 2016-18769 - Tyler Utility Billing SaaS Quote CONFIDENTIAL 5 of 6 Comments 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, as applicable, shall conform to the following conditions: • License fees for Tyler and 3rd Party Software products are due when Tyler makes such software available for download by the Client; • Fees for hardware are payable upon delivery; • SaaS fees are payable on a quarterly basis, in advance, beginning with the first quarterly payment due pursuant to the Agreement following the date on which the Client signed the sales quotation; and • Unless otherwise indicated, fees for services are payable as delivered, and expenses are payable as incurred. Billing Term: 01/01/17-12/31/19 2016-18769 - Tyler Utility Billing SaaS Quote CONFIDENTIAL 6 of 6 CERTIFICATE OF INTERESTED PARTIES FORM 1295 1of2 Complete Nos. 1- 4 and 6 if there are interested parties. Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parties. OFFICE USE ONLY CERTIFICATION OF FILING Certificate Number: 2016-138446 Date Filed: 11/18/2016 Date Acknowledged: 1 Name of business entity filing form, and the city, state and country of the business entity's place of business. Tyler Technologies, Inc. Plano, TX United States 2 Name of governmental entity or state agency that is a party to the contract for which the form is being filed. City of Round Rock 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. Munis Utility Billing Project ERP Software for UB Party 4 Name of Interested Pa City, Country (place of business , State, Count ) Nature of interest (check applicable) pp ) Controlling Intermediary Yeaman, John Plano, TX United States X Marr, Jr., John Yarmouth, ME United States X Brattain, Donald Plano, TX United States X King, Jr., J. Luther Plano, TX United States X Womble, Dustin Lubbock, TX United States X Cline, Brenda Plano, TX United States X Carter, Glenn Plano, TX United States X Moore, Jr., H. Lynn Plano, TX United States X Miller, Brian Plano, TX United States X Leinweber, Larry Plano, TX United States X Pope, Daniel Plano, TX United States X Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.U.1/! CERTIFICATE OF INTERESTED PARTIES FORM 1295 2of2 Complete Nos. 1- 4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parties. CERTIFICATION OF FILING Certificate Number: 1 Name of business entity filing form, and the city, state and country of the business entity's place of business. 2016-138446 Tyler Technologies, Inc. Plano, TX United States Date Filed: 11/18/2016 2 Name of governmental entity or state agency that is a party to the contract for which the form is being filed. City of Round Rock Date Acknowledged: 3 Provide the identification number used by the governmental entity or state agency to track or identify description of the services, goods, or other property to be provided under the contract. the contract, and provide a Munis Utility Billing Project ERP Software for UB 4 Name of Interested Party City, State, Country (Place of business) Nature of interest (check applicable) Controlling I Intermediary - 5 Check only if there is NO Interested Party. ❑ 6 AFFIDAVIT I swear, or affirm, under penalty of perjury, that the above disclosure is true and correct. Signa re of au hor ed agent of contracting business entity AFFIX NOTARY STAMP / SEAL ABOVE 1 L Sworn to and subscribed before me, by the said � CYw� VN-C-4 this the day of I UM IlG , 20, to certify which, witness my hand and seal of office. JOEL P. LLOYD Notary Public, State of Maine Signature officer administering o Pri , 01$ Title of ofi,cer administering oath Forms provided by Texas Ethics ComrRiSSion www.ethics.state.tx.us version v1.u.Lit CERTIFICATE OF INTERESTED PARTIES FORM 1295 1 of 2 Complete Nos. 1- 4 and 6 if there are interested parties. Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parties. OFFICE USE ONLY CERTIFICATION OF FILING Certificate Number: 2016-138446 Date Filed: 11/18/2016 Date Acknowledged: 11/22/2016 1 Name of business entity filing form, and the city, state and country of the business entity's place of business. Tyler Technologies, Inc. Plano, TX United States 2 Name of governmental entity or state agency that is a party to the contract for which the form is being filed. City of Round Rock 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. Munis Utility Billing Project ERP Software for UB 4 Name of Interested Party City, State, Country (place of business) Nature of interest (check applicable) Controlling Intermediary Yeaman, John Plano, TX United States X Marr, Jr., John Yarmouth, ME United States X Brattain, Donald Plano, TX United States X King, Jr., J. Luther Plano, TX United States X Womble, Dustin Lubbock, TX United States X Cline, Brenda Plano, TX United States X Carter, Glenn Plano, TX United States X Moore, Jr., H. Lynn Plano, TX United States X Miller, Brian Plano, TX United States X Leinweber, Larry Plano, TX United States X Pope, Daniel Plano, TX United States X Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.0.277 Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.0.2, , CERTIFICATE OF INTERESTED PARTIES FORM 1295 2of2 Complete Nos. 1- 4 and 6 if there are interested parties. Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parties. OFFICE USE ONLY CERTIFICATION OF FILING Certificate Number: 2016-138446 Date Filed: 11/18/2016 Date Acknowledged: 11/22/2016 1 Name of business entity filing form, and the city, state and country of the business entity's place of business. Tyler Technologies, Inc. Plano, TX United States 2 Name of governmental entity or state agency that is a party to the contract for which the form is being filed. City of Round Rock 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. Munis Utility Billing Project ERP Software for UB 4 Name of Interested Party City, State, Country (place of business) Nature of interest (check applicable) Controlling I Intermediary 5 Check only if there is NO Interested Party. ❑ 6 AFFIDAVIT I swear, or affirm, under penalty of perjury, that the above disclosure is true and correct. Signature of authorized agent of contracting business entity AFFIX NOTARY STAMP / SEAL ABOVE Sworn to and subscribed before me, by the said this the day of 20 , to certify which, witness my hand and seal of office. Signature of officer administering oath Printed name of officer administering oath Title of officer administering oath Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.0.2, ,