Resolution No. 100181
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RESOLUTION NO. 10,018
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
VERNON APPROVING AND AUTHORIZING THE EXECUTION OF
AN AMENDMENT (NO. FOUR) TO AGREEMENT BY AND BETWEEN
THE CITY OF VERNON AND TYLER TECHNOLOGIES, INC.
(EDEN DIVISION)
WHEREAS, on May 24, 2006, the City Council of the City of
Vernon adopted Resolution No. 9046 approving and authorizing the
execution of an Agreement, as amended by Amendment No. One dated
November 6, 2007 approved by Resolution No. 9465, Change Order dated
January 22, 2008, Amendment No. Two dated February 19, 2008 approved
by Resolution No. 9557 and Amendment No. Three dated February 9, 2009
approved by Resolution No. 9855 (collectively, the "Agreement") with
Tyler Technologies, Inc., Eden Division ("Tyler") for a financial
software system for city-wide use which included financial, customer
information, personnel, payroll and inventory control modules of its
Eden Software-InForum Gold with support and an option to purchase
additional modules to expand the system at a later date ("Financial
Software System"); and
WHEREAS, by memo dated June 22, 2009, the Director of Finance
recommended the Agreement be modified to remove the requirement for a
Customer Service Report to be signed upon completion of each day or
series of days of services provided because the use of such,a Report is
unnecessary for the needs of the City; and
WHEREAS, the City and Tyler desire to amend the Agreement to
delete the requirement for a Customer Service Report, under the same
terms and conditions of the Agreement; and
WHEREAS, the City Council of the Vernon has determined that,
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pursuant to the provisions of subsection (a) of Section 2.27 of the
Vernon City Code, it is in the best interest and necessity to enter
into an Amendment to the Agreement with Tyler.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE:
CITY OF VERNON AS FOLLOWS:
SECTION 1: The City Council of the City of Vernon hereby
finds and determines that the recitals contained hereinabove are true
and correct.
SECTION 2: The City Council of the City of Vernon hereby
approves the Amendment to the Agreement (No. Four) with Tyler, in
substantially the same form as the copy which is attached hereto as
Exhibit A and incorporated by reference.
SECTION 3: The City Council of the City of Vernon hereby
authorizes the Mayor or Mayor Pro-Tem to execute said Amendment for,
and on behalf of, the City of Vernon and the City Clerk or Deputy City
Clerk is hereby authorized to attest thereto.
SECTION 4: The City Council of the City of Vernon hereby
directs the City Clerk, or her designee, to send one fully executed
(Amendment to:
Christina Hendrickson
Tyler Technologies, Eden Division
1100 Oakesdale Avenue SW
Renton, WA 98057
SECTION 5: The City Council of the City of Vernon hereby
authorizes the City Administrator, or his designee, to make whatever
nonsubstantive, administrative and/or text changes, upon advice of
counsel, to the Agreement.
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SECTION 6: The City Clerk of the City of Vernon shall
certify to the passage of this resolution, and thereupon and
thereafter the same shall be in full force and effect.
APPROVED AND ADOPTED this 13th day of July, 2009.
ATTEST:
ANUELA GIR , C ty Clerk
Name: Hilario Gonzales
Title: Mayor
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1 STATE OF CALIFORNIA )
ss
2 COUNTY OF LOS ANGELES )
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4 I, MANUELA GIRON, City Clerk of the City of Vernon, do hereby
5 certify that the foregoing Resolution, being Resolution No. 10,018, was
6 duly adopted by the City Council of the City of Vernon at a regular
7 meeting of the City Council duly held on Monday, July 13, 2009, and
8 thereafter was duly signed by the Mayor or Mayor Pro-Tem of the City of
9 Vernon.
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f14ANUELA GIRON,'City Clerk
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EXHIBIT A
AMENDMENT
(No. Four)
This amendment ("Amendment') is made this T day of 2009 by and between Tyler Technologies,
Inc., with offices at 1100 Oakesdale Avenue SW, Renton, Washington 98057 ("Tyler") and the City of Vernon, with
offices at 4305 Santa Fe Avenue, Vernon, California 90058 ("Client').
WHEREAS, Tyler and the Client are parties to an agreement dated August 17, 2006 ("Agreement'); and
WHEREAS, Tyler and Client desire to amend the Agreement;
NOW THEREFORE, in consideration of the mutual promises hereinafter contained, Tyler and the Client agree as
follows:
1. Section B —Company Agreement, Professional Services Agreement, Article 2(b) is hereby deleted in its
entirety.
2. This Amendment shall be governed by and construed in accordance with the terms and conditions of the
Agreement.
3. 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.
By:
Name:
Title:
Date:
City of Vernon
By:
Name:
Title:
Date:
ATTEST:
By:
Manuela Giron, City Clerk
APPROVED AS TO FORM:
Jeff A. Harrison, City Attorney
_r tit
4305 Santa Fe Avenue, Vernon, California 90058
Telephone (323) 583-8811
August 4, 2009
Robert Kennedy -Jensen
Contracts Specialist
Tyler Technologies, Inc., Eden Division
370 U.S. Route One
Falmouth, Maine 04105
Re: Financial Software Agreement — Amendment No. Four
Dear Mr. Kennedy -Jensen:
Transmitted herewith is a fully executed amendment as referenced above, approved by City
Council on July 13, 2009, through Resolution No. 10,018.
If you have any questions regarding this matter, please call Mr. Donal O'Callaghan at 323/583-
8811 ext. 834.
Very truly yours,
y 0
City Clerk
NG:dj
c: Donal O'Callaghan
Rory Burnett
Purchasing Department
Resolution No. 10,018
Agreement File No. 09-025
Excfusivefy Industriaf
AMENDMENT
(No. Four)
This amendment ("Amendment") is made this 112 day of _5ULJj 2009 by and between Tyler Technologies,
Inc., with offices at 1100 Oakesdale Avenue SW, Renton, Washington 98057 ("Tyler") and the City of Vernon, with
offices at 4305 Santa Fe Avenue, Vernon, California 90058 ("Client").
WHEREAS, Tyler and the Client are parties to an agreement dated August 17, 2006 ("Agreement"); and
WHEREAS, Tyler and Client desire to amend the Agreement;
NOW THEREFORE, in consideration of the mutual promises hereinafter contained, Tyler and the Client agree as
follows:
1. Section B — Company Agreement, Professional Services Agreement, Article 2(b) is hereby deleted in its
entirety.
2. This Amendment shall be governed by. and construed in accordance with the terms and conditions of the
Agreement.
3. 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.
By:_, Z"Y,-7y
491
Name: r 5�e
10,
Title:
Date: Tom:7-0 , 71,w I
City of Vernon
By:
Hilario onzales
Name:
Title: Mayor g
Date:%l,�S'T ✓��C2%/
ATTEST r
By: '1iti
anuela Giron, City erk
APPROVED AS 0 FORM:
()�v 1—
Jef . H ison, City Attorney
4305 Santa Fe Avenue, Vernon, California 90058
Telephone (323) 583-8811
July 9, 2009
Christina Hendrickson
Tyler Technologies
1100 Oakesdale Avenue SW
Renton, WA 98057
Re: City of Vernon - Amendment No. 4
Dear Ms. Hendrickson:
Enclosed are the two amendments referenced above, to be signed
by your company representative.
Once they have been signed, please return the original
amendments to the undersigned. Upon approval by the City
Council of the City of Vernon, an original fully executed
amendment will be forwarded to you.
If you have any questions regarding this matter, please contact
me at (323) 583-8811 ext. 266.
Very truly yours,
Nelly Gi o
City Clerk
NG:dj
ETcfusivei5 Industfiaf
AMENDMENT
(No. Four)
This amendment ("Amendment") is made this T day of 2009 by and between Tyler Technologies,
Inc., with offices at 1100 Oakesdale Avenue SW, Renton, Washington 98057 ("Tyler") and the City of Vernon, with
offices at 4305 Santa Fe Avenue, Vernon, California 90058 ("Client").
WHEREAS, Tyler and the Client are parties to an agreement dated August 17, 2006 ("Agreement"); and
WHEREAS, Tyler and Client desire to amend the Agreement;
NOW THEREFORE, in consideration of the mutual promises hereinafter contained, Tyler and the Client agree as
follows:
1. Section B — Company Agreement, Professional Services Agreement, Article 2(b) is hereby deleted in its
entirety.
2. This Amendment shall be governed by and construed in accordance with the terms and conditions of the
Agreement.
3. 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.
Name:
City of Vernon
Name:
Title:
Date: Date:
ATTEST:
By:
Manuela Giron, City Clerk
APP VED AS FORM:
Jeff Ha son, City Attorney
t y
I e re Tyler Technologies, Inc..
TECHNOLOGIES 370 US Route One Falmouth, Maine 04105 Phone 800.772.2260 Fax 207.781.2459 tylertech.com
July 22, 2009
Nelly Giron
City of Vernon
4305 Santa Fe Avenue
Vernon, CA 90058
Dear Nelly,
Enclosed, please find two (2) signed copies of Amendment No. 4, accompanying your
letter of July 9, 2009.
Thank you for selecting Tyler Technologies, Inc. to meet your software needs. Please do
not hesitate to contact me at 1-800-772-2260, extension 4588, if you have any questions.
Sincerely,
Robert Kennedy -Jensen
Contracts Specialist
Enclosures
STAFF REPORT
Finance Department
APPROVED JUL 13 '09 0IMQ0 NOIL
-Act) 69
DATE: June 22, 2009 N,
TO: Honorable Mayor and City Council
FROM: Rory Burnett, Finance Director���
RE: Tyler Technologies Agreement Amendment
The City of Vernon's financial software system, known as EDEN, was purchased from
Tyler Technologies, Inc. ("Tyler") in May 2006. The EDEN software is used by the City
for most, if not all, of its accounting, budgeting and financial reporting functions and
procedures. On May 24, 2006, the City passed resolution 9046 approving and
authorizing the execution of an agreement by and between the City and Tyler for the
purchase of EDEN financial software system. On August 17, 2006, the City agreed to
and signed the original agreement with Tyler. On June 1, 2009, the City received
communication from Tyler requesting the City to agree to amend the original
agreement.
The original agreement contains a provision in Section B — Professional Services
Agreement that requires a Customer Service Report (CSR) to be signed upon the
completion of each day or series of days of services provided. Tyler has recently
determined that any contract that includes the language requiring a CSR to be signed,
the City must document their agreement to waive Tyler's obligation to follow that
process. Tyler stated that all new contracts with customers do not contain the CSR
requirement and has requested the City sign an amendment_ to the original agreement
to remove the CSR requirement.
Recommendation:
Jeff Harrison, City Attorney, Andrei Yermakov, the City's IT Manager, and Rory Burnett,
Finance Director, have reviewed this proposed agreement amendment with Tyler and
recommend the City agree to sign the amendment.
G
FINANCE DEPARTMENT
DATE: June 22, 2009
TO: Donal O'Callaghan, City Administrator
FROM:. Rory Burnett, Finance Director
RE: Tyler Technologies Agreement Amendment
Attached is a Staff Report to the City Council recommending the City agree to an
amendment to the City's original agreement with Tyler for its EDEN financial software,
dated August 17, 2006.
The agreement amendment has been reviewed by Jeff Harrison, Andrei Yermakov and
I. Nothing came to our attention that would prohibit the City agreeing to this
amendment.
Recommendation:
I recommend the City agree to the amendment and sign it.
RECEIVED
JUN 2 2 2009
BY: &e4'
From:
Lehr, Judy
Sent:
Monday, June 08, 2009 4:48 PM
To:
Burnett, Rory
Cc:
Harrison, Jeff
Subject:
Eden Contract Amendment
Rory,
Jeff has approved the amendment with Tyler Technologies as to form on this date
Judy Lehr
City Attorney Dept., City of Vernon
4305 Santa Fe Avenue
Vernon, CA 90058
Work. (323) 583-8811 x 368
Fax: (323) 826-1438
CONFIDENTIALITY NOTICE: This e-mail transmission, and any documents, files or previous e-mail
messages attached to it may contain confidential information that is legally privileged. If you are not
the intended recipient, or a person responsible for delivering it to the intended recipient, you are
hereby notified that any disclosure, copying, distribution or use of any of the information contained in
or attached to this transmission is STRICTLY PROHIBITED. If you have received this transmission in
error, please immediately notify the sender. Please destroy the original transmission and its
attachments without reading or saving in any manner.
4
3
Page 1 of 2
Burnett, Rory
From: Yermakov, Andrei
Sent: Monday, June 01, 2009 11:13 AM
To: Burnett, Rory
Subject: FW: Vernon-EDEN: Contract Amendment
Attachments: Vernon, CA Amendment 01292009 - CSR.DOC; Vernon, CA Contract FINAL.PDF
Hi Rory,
EDEN wants the City to sign the amendment to the original contract. Since it's related to the Finance
System, I am forwarding this email to you.
Attached are two documents: the original contract and the amendment.
Thank you,
Andrei
From: Henry, Bruce [Bruce. Hen ry@tylertech.com]
Sent: Thursday, May 07, 2009 11:38 AM
To: Andrei Yermakov
Subject: Vernon-EDEN: Contract Amendment
Hello Andrei,
The Vernon contract contains a provision that requires for a Customer Service Report (CSR) to be
signed upon the completion of each day or series of days of services provided. During the project kick
off meeting, John discussed this topic and everyone verbally agreed to use the training Follow -Up
Memo (FUM) in lieu of the CSR.
Our auditors have recently determined that for any contract that includes the language requiring a CSR
to be signed, that a customer must document their agreement to waive our obligation to follow that
process. The attached contract amendment would remove the requirement. All new Tyler contracts do
not contain the CSR requirement.
If you would like to resume using the CSR, please let me know.
Please let me know if you have any questions.
Thanks,
Bruce
Bruce Henry
Project Manager
Tyler Technologies, Inc.
1100 Oakesdale Ave SW
6/l/2009
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RESOLUTION NO. 9046
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
VERNON APPROVING AND AUTHORIZING THE EXECUTION OF
AN AGREEMENT BY AND BETWEEN THE CITY OF VERNON AND
TYLER TECHNOLOGIES, INC. FOR PURCHASE OF FINANCIAL
SOFTWARE SYSTEM
WHEREAS, the City desires to update and consolidate its data
financial software systems into a comprehensive system to increase
productivity and efficiency by eliminating separate data entry and
maintenance of information and increase reporting capabilities to
provide a more efficient and versatile financial software system; and
WHEREAS, City staff evaluated various financial software
systems based upon the following criteria: designed specifically for
the public sector, widely used by surrounding cities, windows -based
interface, seamless integration between modules, ability to "drill
down" to different screens to obtain detailed information, robust
reporting capabilities, ease -of -use for all employees, flexible
requisition and purchase order fields, capable of creating "what -if"
budget scenarios, multiple levels of security, conversion assistance,
and outstanding customer service and technical support; and
WHEREAS, City staff determined that the Eden Software-
InForum Gold software by Tyler Technologies, Inc. ("Tyler"), which is
designed and implemented specifically for municipalities nationwide,
provides comprehensive data collection, storage and reporting
capabilities, exceptional integration between modules, strong customer
support, and is widely used and recommended by local cities; and
WHEREAS, Tyler represents that it is the largest company in
the country solely dedicated to providing software and services to
1 government agencies and that it is capable of providing professionally
2 trained and qualified personnel to consult and support the operation
3 of the Eden Software-InForum Gold software for the City; and
4 WHEREAS, on May 9, 2006, the Finance Committee approved the
5 purchase of the financial software system for city-wide use from Tyler
6 at an approximate cost of $272,740.50, subject to the preparation of
7 an agreement; and
8 WHEREAS, the proposal from Tyler is for licensing and
9 purchase of general ledger, budgeting, purchasing, requisitioning,
10 accounts payable, accounts receivable, fixed assets, project
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accounting and
cashiering modules
of its
Eden Software-InForum Gold,
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with six months
of support and the
option
of purchasing the payroll,
13 inventory and citizen services modules to expand the system at a later
14 date; and
15 WHEREAS, the City Council of the City of Vernon has
16 determined that, pursuant to the provisions of Subsection (a) of
17. Section 2.27 of the Vernon City Code, it is in the public interest and
18 necessity to enter into an agreement with Tyler to provide the
19 financial software, licensing, installation, data conversion, training
20 and support needed by the City.
21 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
22 CITY OF VERNON AS FOLLOWS:
23 II SECTION 1: The City Council of the City of Vernon hereby
24 11finds and determines that the recitals contained hereinabove are true
25 Hand correct.
26 SECTION 2: The City Council of the City of Vernon hereby
27 approves the Agreement with Tyler, in substantially the same form as
28 lithe copy which is attached hereto as Exhibit A and incorporated by
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reference.
SECTION 3: The City Council of the City of Vernon hereby
authorizes the Mayor to execute said Agreement for, and on behalf of,
the City of Vernon and the Acting City Clerk is hereby authorized to
attest thereto. '
SECTION 4: The City Council of the City of Vernon hereby
authorizes the Acting City Clerk, or his designee, to make whatever
nonsubstantive, administrative and/or text changes, upon advice of
counsel, to the Agreement.
SECTION 5: The City Council of the City of Vernon hereby
authorizes the Acting City Clerk, or his designee, to execute any and
all documents as shall be required to implement the Agreement
consistent with the terms of said Agreement approved herein.
SECTION 6: The City Council of the City of Vernon hereby
directs the Acting City Clerk, or his designee, to send one fully
executed Agreement to:
Tyler Technologies, Inc.
Attn: Contracts Department
370 U.S. Route 1
Falmouth, ME 04105
SECTION 7 The Acting City Clerk of the City of Vernon
shall certify to the passage of this resolution, and thereupon and
thereafter the same shall be in full force and effect.
APPROVED AND ADOPTED this 24th day of May, 2006.
EONIS C. 4ALBUR9, Mayor
ATTEST:
f
BRLItE V. MkLKENHORST, JR., Acting City Clerk
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STATE OF CALIFORNIA )
) ss
COUNTY OF LOS ANGELES )
I, BRUCE V. MALKENHORST, JR., Acting City Clerk of the City of
Vernon, do hereby certify that the foregoing Resolution, being
Resolution No. 9046, was duly adopted by the City Council of the City
of Vernon at a regular meeting of the City Council duly held on
Wednesday, May 24, 2006, and thereafter was duly signed by the Mayor of
the City of Vernon. -x)
(SEAL)
�1
BR CE V MALKENHORST, JR.
Ac n City Clerk
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EXHIBIT A.
ACR:IEEMENT
This agreement ("Agreement") is made this day of , 2006 by and
between Tyler Technologies, Inc. with offices at 1100 Oakesdale Avenue SW, Renton,
Washington 98055 (``Tyler") and the City of Vernon, California with offices at 4305 Santa Fe,
Avenue, Vernon, California 90058 ("Client").
Section A - Software License Agreement
1, License Grant.
a) Upon Client's payment in full of the Application Software License Fees set forth in the
Investment Summary, Tyler shall. grant to Client and Client shall accept from Tyler a non-
exclusive, nontransferable, non -assignable, perpetual license to use the Tyler software products
and related interfaces (collectively,. the "Tyler Software Products") and Tyler user manuals, .for
internal Business purposes of Client, subject to the terms and conditions of this Agreement.
b) Tyler shall retain ownership of the Tyler Software Products and user manuals.
c) The Tyler Software Products are not licensed to perform functions or processing for
subdivisions or entities that were :not disclosed to Tyler prior to the effective date of this
Agreement.
d) The right to transfer the Tyler Software :Products to a replacement Hardware system is included
in this Agreement. Client slial.l pay 'Tyler for the cost of new media or any required technical
assistance to accommodate the transfer. Client shall provide advance written notice to Tyler of
atly such transfer.
c) Client acknowledges and agrees that the Tyler Software Products and user manuals are
proprietary to Tyler and have been developed as trade secrets at Tyler's expense. Client shall use
bestefforts to keep the Tyler Software Products and user manuals confidential and to prevent any
misuse, unauthorized use or unauthorized disclosure of the Tyler Software Products or user
nianuals by any party.
f) The Tyler Software Products may not be modified. Client shall not porform decompilation,
disassembly, translation or other reverse engineering on the Tyler Software Products. if Client
modifies the Tyler Software Products, Tyler's obligations to provide maintenance services on and
warranty the Tyler Software Products shall be void.
Client may makecopies. of the Tyler Software Products fo. r archive purposes only. Client will
repeat any and all proprietary notices on any copy of the Tyler Software Products. Client may,
make copies of the Tyler user manuals for internal use only.
h) Tyler maintains an escrow agreement with an escrow services company under which Tyler
places the source code of each major release. of the Tyler Software Products. At Client's request,
Tyler will add Client as a beneficiary to such escrow agreement. Clientshall pay the annual
beneficiary fee directly to the escrow services company and is solely responsible for maintaining.
its status as a beneficiary.
2. License Fees. Client agrees to pay Tyler, and Tyler agrees to acceptfroin Client as payment in
full for the license granted herein, the Application Software License Fees set forth in the
Investment Summary
3. Verification of the Tyler Softiv. are Products.
Client will select one (1) of the following two (2) options within thirty (30) days of installation by
providing written notice to Tyler.in accordance with Article 15 of Section F:
a) Within sixty (60) :days after the Tyler Software Products have been installed on
Client's hardware, Tyler will verify the Tyler Software Products by demonstrating to Client that
the Tyler Software Products perform all of the functions set forth in Exhibit 1 - Verification Test,
which demonstration shall constitute verification that the Tyler Software Products substantially
conform to the then -current Tyler user manuals and the functional descriptions of the Tyler
Software Products in Tyler's written proposal to Client; or
b) Within sixty (60) days after the Tyler Software Products have been installed on
Client's hardware, Client may use its own process to verify that the Tyler Software Products,
perform all of the functions set forth in Exhibit 1 - Verification Test, which shall constitute
verification that the Tyler Software Products substantially conform to the then -current Tyler user
manuals and the functional descriptions of the Tyler Software Products in Tyler's written proposal
to Client.
c) Verification as described herein shall he final and conclusive except .for latent defect, fraud,
and a gross mistake that amounts to fraud. In the event verification is not final and conclusive,
pursuant to this paragraph, Tyler shall correct the cause thereof. In the event Tyler cannot correct
the cause thereof, Client may invoke its rights under Article 4 of Section .B.
d) Tyler shall promptly correct any functions of the Tyler Software Products that failed
verification.
4. Limited Warranty. For as long as a current Maintenance Agreement is in place, "Tyler
warrants that the Tyler Software Products will substantially conform to the then -current Tyler
user manuals and the functional descriptions of the Tyler Software Products in Tyler's written
;proposal to Client, if applicable. In the event of conflict between the afore -mentioned documents:
the then -current Tyler user manuals shall control. if the Tyler Software Products do not perform
as warranted, Tyler will use reasonable efforts, consistent with industry standards, to cure the
defect. Should Tyler be unable to cure the defect or provide a replacement product, Client shall
be entitled to a refund of the Application Software License Fee paid for the defective Tyler
Software .Product, as depreciated on a straight-line basis over a seven (7) year period
commencing on the effective date of this Agreement.
5. Intellectual Property Infringement Indemnification. Tyler will defend and indemnify
Client against any claim by an unaffiliated third party of this Agreement that a Tyler Software
Product infringes that parry's patent, copyright or other intellectual property right issued and.
existing as of the effective date of this Agreement or as. of the distribution date of a.release to the
Tyler Software Product; and will pay th.e .amount. of any resulting adverse final judgment issued
by a court of competent jurisdiction or of any settlement that Tyler pre -approves in writing,
provided that Client promptly notifies Tyler in writing of any such claim, gives Tyler reasonable
cooperation, information, and assistance in connection with it, and consent to Tyler's sole control
and authority with respect to the defense, settlement or comprcinlise of the. claim. Tyler will not
be obligated under this section if the infringement results from: (i) Client's use of a previous
version of a Tyler Software :Product and the claim would have been avoided had Client used the
current version of the Tyler Software Product; (ii). Client's combining the Tyler Software Product.
with devices or products -not provided by Tyler, (iii) use of a Tyler Software Product in
applications, business environments or processes for which the Tyler Software, Product was not
designed or contemplated, and where use of the Tyler Software Product outside such application,
environment or business process would not have.given en rise to the claim, (iv) corrections,
modifications, alterations or enhancements that Client made to the Tyler Software Product; (v)
use of the Tyler Software Product by any person or entity other than Client or Client's employees;
or (vi) Client's willful infringement. In the event a Tyler Software Product is: finally determined
to be infringing and. its use by Client is enjoined, Tyler shall, at its election (i) procure for Client
the right to continue using the infringing Tyler Software Product; (ii) modify or replace the
infringing Tyler Software Product so that it becomes non -infringing; or (iii) terminate Client's
license for the infringing Tyler Sofhvare Product and refund to Client the. Application Software
License Fee paid for the infringing Tyler Software Product, as depreciated on a straight-line basis
over a seven (7) year period commencing on the effective date of this Agreement. 'Tyler shall
have no liability hereunder if (1) Client modified a Tyler Software Product and such modification
is determined by a court of competent jurisdiction to be a contributing cause of the infringement ,
(ii) Client continues using the infringing Tyler Software Product after Client becomes aware that
such infringing Tyler Software Product is or is likely to become the subject of claim hereunder,
or (iii) the infringement would have been avoided by Client's use of the most current version of
th.e Tylcr Software Product. The foregoing states Tyler's entire liability and Client's sole and
exclusive remedy with respect to the subject matter hereof.
6. Limitation of.Liability. In no event shall Tyler be liable for special, indirect, incidental,
consequential, or exemplary damages, including, without limitation, any damages resulting from
loss of use, loss of data, interruption of business activities, or failure to realize savings arising out
of or in connection with the use of the Tyler Software Products. Tyler's liability for damages and
expenses arising out of this Software License Agreement, whether based on a theory of contract
or tort, including negligence and strict liability, shall be limited to the Application Software
License Tees set forth in the Investment Summary. Such Application Software License Fees
reflect and are set in reliance upon this; limitation of liability.
Section B - Professional Services Agreement
1. Services. Tyler shall }provide the services set forth in the Investment Summary at Client's
election.
2. Professional Services Pees.
a) All Training & Installation and. Data Conversion services shall be invoiced in hourly
increments.
b) Upon the completion of each service day or group of days, Tyler will present a Customer
Service I:.eport to Client. Client shall either sign the report indicating acceptance of'the service
day and its subsequent billing, or not sign the report and note reasons for Client's non -acceptance
of the service day. This acceptance is final.
c) Verification in accordancewith Article 3 of Section A shall be billable to Client at the rate for
Training & Installation services set:forth in the Investment Summary.
d) Payment is due within thirty (39.) calendar days of invoice receipt.
e) Expenses shall be billed in accordance with the then -current Tyler Business Travel. Policy,
based on Tyler's usual and customary practices. Tyler's current Business Travel Policy is
attached hereto as Exhibit 3. Copies of receipts shall be provided on an exception basis at no
charge. Should all receipts for non per diem expenses be requested, an administrative fee shall be
incurred. Receipts for mileage and miscellaneous items less than five dollars ($5) are not
available_
3. Additional Services. Services utilized in excess of those set forth in the Investment Summary
arid:additional related services not set forth in the Investrnerit Summary shall be billed at Tyler's
then current rates.
4. Limitation of Liability. In no event shall Tyler be liable for -special, indirect, incidental,
consequential, or exemplary damages;, including, without limitation, any damages resulting from
loss of use, loss of data, interruption of business activities, or failure to realize.savings arising out
of or in connection with the provision or quality of the services or the -use of the Tyler Software
Products: Tyler's liability for damages. and expenses arising out of this Professional Services
Agreement, whether based on a theory of contract. or tort, including negligence and strict liability,
shah be limited to the service fees set forth in the Investment Summary. Such fees reflect and are
sett in reliance upon this limitation of liability.
5. Cancellation. 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 canceled services if Tyler is unable to re -assign its personnel. ,
SE>ction C - Maintenance Agreement
1. Scope of Agreement. Client agrees to purchase and Tyler agrees to provide maintenance
services for the Tyler Software Products in accordance with the following terms and conditions.
2. Term of Agreement. This Maintenance Agreement is effective on the first day of training and
shall remain in force for a one (1) year term. Upon expiration of this Maintenance Agreement,
Client may renew the Maintenance Agreement for subsequent one (l) year periods at the then -
current Application Software Maintenance Fees.
3. Payment.
a) Additional Charges. Any maintenance services performed by Tyler for Client which are not
covered by this Maintenance Agreement, as set forth in Article 5 of Section C, including
materials and expenses, shall be billed to Client at Tyler's then current rates.
b) Tyler reserves the right to suspend maintenance services if Client fails to pay undisputed
Application Software Maintenance Dees within sixty (60) calendar days of the due date; Tyler
will: reinstate maintenance services upon Client's payment of the overdue Application Software
Maintenance lees.
4. Maintenance Services Terms and Conditions.
a) :For as long as a current Maintenance Agreement is in place, Tyler shall, in a professional, good
and.workmanlike manner, perform its obligations set forth in this -Maintenance Agreement in
order to conform the Tyler Software Products to the applicable warranty under this Agreement. IfClient modifies the Tyler Software Products, Tyler's obligations to provide maintenance services
on. and warrant the Tyler Software Products shall be void.
b) Tyler shall provide telephone support: oil the Tyler Software Products. Tyler personnel will
accept telephone calls during the hours: of 5 AM. PST and 6 PM PST,, Monday through Friday,
excluding holidays.
c) Tyler shal l continuously maintain a master set of the Tyler Software Products on ,appropriate
media, a hardcopy printout of source code to the Tyler Software Products, and Tyler user
manuals.
d) Tyler shall maintain personnel appropriately trained to be familiar with the Tyler Software
Products in order .to provide maintenance services.
e) Tyler shall provide Client with all releases Tyler makes to the Tyler Software Products. Client
acknowledges and agrees that.a new release of the Tyler Software Products is for implementation
in the Tyler Software Products as they exist without Client customization or modification.
t) Client acknowledges and agrees that:Tyler reserves the right to cease supporting.a prior:release
of the Tyler Software Products six (6) months after shipping a new release of the Tyler Software
Products.
S. Limitations and Exclusions. Application Software Maintenance Fees do not include
installation or implementation ofthe Tyler Software Products, onsite support (unless Tyler cannot
remotely correct a defect in a Tyler Software Product), application design, other consulting,
services; support of an operating systemor hardware, or support outside Tyler's normal business
4
hours.
6. Client Responsibilities.
a) Client shall provide, at. no charge to "Tyler, full and free access to the "Tyler Software Products;
working space; adequate facilities within a reasonable distance from the equipment; and use of
machines, attachments, features, or other equipment necessary to provide maintenance services
set forth berein.
b) Client shall maintain for the duration of (he Maintenance Agreement a VPN connection
through Citrix or Microsoft Terminal Services. Tyler, at its option, shall use the connection to
assist with problem diagnosis and resolution.
7. Limitation of Liability. In no event shall 'Tyler be liable for special, indirect, incidental,
consequential, or exemplary damages, including, without limitation, any damages resulting from
loss of use, loss of data; interruption of business activities, or failure to realize savings arising out
of or in connection with the provision or quality of maintenance services or use of the Tyler
Software Products. Tyler's liabilityfor damages and expenses arising out of this Maintenance
Agreement, whether based on a theory of contract or tort, including negligence and strict liability.
shall be limited to the Application Software Maintenance Fees paid to Tyler during the twelve
(1.2) months prior to the claim. Such Application Software Maintenance Fees reflect and are set
in reliance upon this limitation of liability.
Section D - Tliird Party .Product Agreement
1. Agreement to License or Sell Third Party; Products. For the price set forth in the
Investment Summary, Tyler agrees to license or sell and deliver to Client, and Client agrees to
accept from Tyler the Third Party Products set forth in the Investment Summary ("Third Party
Products").
2. License of Third Party Sofhvare Products.
a) Upon. Client's payment in full of the Third Party Product. Fees, Tyler shall grant to Client and
Client shall accept from Tyler a non-exclusive, nontransferable, non -assignable license to use the
Third Party Software Products and related documentation for Client's internal business purposes,
subject to the terms and. conditions set forth herein.
b) The developer of the Third Party Software Products:{each a "Developer", collectively
"Developers") shall retain ownership of. the Third Party Softwa.re.Products.
c) The right to transfer the Third Party Software Products to aseplacement hardware system is.
governed by the Developer. The eost.for new media or any required technical assistance to
accommodate the transfer would be billable charges to Client. Client shall provide advance
written notice to Tyler of any such transfer.
d) Client acknowledges and agrees that the IThird Party Software, Products and related
documentation are proprietary to the Developer and have been developed as trade secrets at the
Developer's expense. Client shall use best efforts to keep the Third Party Software Products and
related documentation confidential and: to prevent any misuse, unauthorized use, or unauthorized.
disclosure; of the Third Party Software Products and related documentation by any party.
e.) Client shall not perform decomp<lation, disassembly, translation or other reverse engineering
on the Third Party:. Software Products.
f) Client may make copies of the Third Party Software Products for archive purposes only. Client
will repeat any and all proprietary notices on any copy of the Third Party Software Products.
Client may uzake copies of the documentation accompanying the Third Party Software Products
for internal use only.
3. Delivery. Unless otherwise indicated in the Investment Summary, the prices for Third Party
Products include costs for shipment while in transit from the Developer or supplier to Client.
4. Installation and Acceptance. Unless otherwise noted in the Investment Summary, the Tyler
Software Product installation fee includes installation of the Third Party Products. Upon
commpletion of installation, Client shall obtain from Tyler a certification of completion, or similar
document, which shall constitute Client's acceptance of the Third Party Products. Such
acceptance shall be final and conclusive except for latent defect, fraud, and a gross mistake as
amount to fraud.
5. Site Requirements. Client shall provide a suitable environment, location and space for the
installation and operation of the Third Party Products; sufficient and adequate electrical circuits
for the Third Party Products; and installation of all required cables.
6. 'Warranties.
a) Tyler is :authorized by each Developer to grant licenses or sublicenses to the Third Party
Products.
b) Tyler warrants that each Third Party Product shall be new and unused, and if Client fully and
faithfully performs each and every obligation required of it under this Third Party Product
Agreement, Client's title or license to each Third Party Product shall be tree and clear of all liens
wid encumbrances arising through Tyler.
e) Client acknowledges and agrees that Tyler is not the manufacturer of the Third Party Products.
As such, Tyler does not warrant or guarantee the condition or operating characteristics of the
Third Party Products. Tyler hereby grants and passes through to Client any warranty adjustments
that Tyler may receive from the Developer or supplier of the Third Party Products.
7. NI.ainteitance.
a) In the event Client elects not to purchase through Tyler maintenance services on the Third
Party Products, or such maintenance services are. unavailable, it shall be the responsibility of
Client to repair and iataintain the Third Party Products and purchase enhancements as necessary
after acceptance as set forth in Article 4 of Section D.
b) In the event: Client elects to purchase tbrough, Tyler maintenance services on the Third Party
Products;_Tyler will facilitate resolution of a defect in a: Third Party Product with the Developer.
c) In the event the, Developer charges a fee for future Third.Party Software Product release(s),
Client sliall be. required to pay such fee.
8. Limitation.of Liability. In no event shall Tyler be liable for special, indirect, incidental,
consequential, or exemplary damages, including, without limitation, any damages resulting. from
loss of use, loss of data, interruption of business activities, or failure to realize savings arising out
of or in connection with the use of the Third Party Products. Tyler's liability for damages and
expenses arising out of this Third Party Product Agreement, whether based on a theory of
contract or tort, including negligence and striot liability, shall be limited to the Third Party
.Product Fees set forth in the Investment Sunxnlary. Such prices are sot in reliance upon this
limitation of'liability.
Section F - General Terms and Conditions
1. Taxes. The fees set forth in the Investment Summary do not include any tax or other
governmental imposition including, without limitation, sales, use or excise tax. All applicable
sales, use, and excise tax sliall be paid by Client: and shall be paid over to the proper authorities
by Client or reimbursed by Client to Tyler on demand in the event demand is made .on Tyler for
rd
the payment thereof. If tax-exempt, Client must provide Tyler with Client's tax exempt number
or form.
2. Invoice Dispute.
a) In the event Client believes products or services do not conform to warranties in this
Agreement, Client shall provide written notice to Tyler within Clteen (15) calendar days of
receipt of the applicable invoice. Client is allowed an additional fifteen (15) calendar days to
provide written clarification and details. Tyler shall provide a written response to Client that shall
include either a justification of the invoice or an adjustment to the invoice. Tyler and Client shall
develop a plan to outline the reasonable steps to be taken by Tyler and Client to resolve any
issues presented in Client's notice to Tyler. Client may only withhold payment of the amount
actually in dispute until Tvler completes its action items outlined in the plan. Notwithstanding
the :foregoing, if Tyler is unable to complete its actions outlined in the plan because Client has not
completed its action items outlined in the plan, Client shall remit full payment of the invoice.
b) Any invoice not disputed as described above shall be deemed accepted by Client. Tyler
reserves theright to suspend delivery of all services in the event Client fails to pay an invoice not
disputed as described above within sixty (60.) calendar days of receipt of invoice.
3. Foree.Majeure. Neither party. shall be liable for delays in performing its obligations under
this Agreement to the extent that the delay is caused by force majeure.
Force majeure shall not be allowed unless:
a) Within five (5) business days of the occurrence of force majeure, the party whose performance
is delayed thereby shall provide the other party or parties with written notice explaining the cause
and extent thereof, as well as a request for a tune extension equal to the estimated duration of the
-:force majeure events.
b) Within ten (10) business days after the cessation of the force majeure event, the party whose
performance was delayed shall provide the other party written notice of the time at which. force
majeure ceased and a complete explanation of all pertinent events pertaining to the entire force
majeure situation.
Either party shall have the right to tenninate this Agreement if Force Majeure suspends
performance of scheduled tasks by one or more parties for a period of one hundred -twenty (120)
or more days from the: scheduled date of the task. This paragraph shall not relieve Client of its
responsibility to pay for services and goods provided to Client and expenses incurred on behalf of
Client prior to the effective date of termination.
4. I.ndeninifcation.
a) Subject to the limitation: of liability set forth herein, Tyler shall indemnify and hold harmless
Client and its agents; offteials and employees frornand against any and all claims, losses,
liabilities, damages, costs and expenses (including reasonable attorney's fees and costs) arising:
from Tyler's tic lice or willful misconduct. Tyler shall not be liable to the degreeor extent of
damages, loss, or expense.deterniined to be the fault of the Client.
b) Subject to the limitation of liability set forth herein, Client sliall indemnify and hold harmless
Tyler and its agents, officials and employees from and against any and all claims, losses,
liabilities, damages, .costs and expenses (including reasonable attornoy`s fees and costs) arising
from Client's negligence or willful misconduct. Client shall not be liable to the degree or extent
of damages, loss, or expense determined to be the fault of Tyler.
5. Diselabner. THE RIGHTS, REMEDIES, AND WARRANTIES SET FORTH IN THIS
AGREEMENT ARE EXCLUSIVE AND IN LIEU OF ALL OTHER RIGHTS; REMEDIES,
AND WARRANTIES EXPRESSED, IMPLIED, OR STATUTORY, INCLUDING, WITHOUT
7'
LIMITATION, TL-IE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A
PARTICULARFURPOSE, AND SYSTEM INTEGRATION, WHICH ARE IIEREBY
DISCLAIMED BY TYLER.
G. Dispute Resolution. Should a dispute arise with respect to this Agreement, Client will notify
Tyler immediately in Nvriting. If Tyler and Client. cannot resolve a dispute within thirty (30)
calendar days following notification in writing by either party of the existence of said dispute,
then the following procedure shall apply:
a) :Each party shall appoint one (1) person to act as an impartial representative. The appointed
individual shall be of sufficient knowledge and experience to understand and deal with the
dispute but shall not be a person assigned to the project. The set of four (4) individuals consisting
of Tyler's Project Manager for this project, Client's Project Manager for this project, and the two
(2) appointees is called a Dispute Resolution Group.
b) The Dispute Resolution Group shall convene no later than twenty-one (21) calendar days after
the expiration of the thirty (30) calendar day period referenced above and shall meet .for a
minimum. of four (4) four (4) hour sessions during the subsequent four (4) business days, unless
otherwise mutually agreed. Any resolution shall be in writing and signed by both parties. Such
resolution shall constitute abinding amendment to the Agreement.
l.n the event theDisputeResolution Group fails ;to resolve the dispute as set forth above, the
dispute will be referred to non -binding mediation. Thereafter, either party may assert its other
rights and remedies under this Agreement within a court of competent jurisdiction.
Nothing in this Section shall prevent a party.from applying to a federal or state court of
competent jurisdiction. to obtain injunctive relief pending resolution of the dispute through the
dispute resolution procedures set forth herein.
7, No Intended Third Party Beneficiaries. This Agreement is entered into solely for the benefit
of Tyler and Client. No third party shall be deemed .a beneficiary of this Agreement, and no third
party shall have the right to make any claim or assert any right under this Agreement.
$. Governing LaNy and Venue. This .Agreement shall be governed by and construed in
accordance with the laws of State of California. The parties agree to submit to the exclusive
jurisdiction of and venue in; the courts iia the Corintyof [I INtAivlllj ira any dispute arising
out of or relating to this Agreement.
9. Entire Agreement. This Agreement represents the entire agreement of Client -and Tyler with
respect to the subject matter hereof and supersedes any prior agreements, understandings, and
representations,. wl eth-u written, oral, expressed, implied, or statutory. Client hereby
acknowledges that in entering into this Agreement it did not rely on any information not
explicitly set forth ;in this Agreement.
10. Severability. If any-terrn or provision of this. Agreement or the application thereof shall, to
any extent, be invalid or unenforceable, the remainder of this Agreement or the application of
such term or provision to persons or circumstances other than those as to which it is held invalid
or unenforceable shall.not be affected thereby, and each terra and provision of this Agreement
shall be vapid and enforced: to the fullest extent permitted by law.
1 l . Modification. This Agreement may only be.modified by written. amendment signed by
authorized representatives of both parties.
12. Termination.
a) Termination for Convenience. In the event of Client's termination of this Agreement for
convenience, Client shall provide Tyler with thirty (30) days' advance written notice of Client's
intent to terminate this Agreement. Client shall pay Tyler for products, services and expenses
delivered or incurred prior to the date Tyler received Client's notice of termination.
b) Termination for Cause. In the event of Tyler's failure to. perfonn Under this Agreement, a.ient
shall immediately notify Tyler in writing of such failure and allow Tyler a thirty (30) day period
in which to cure such failure. If, at the end of the cure period, Tyler has not cured such failure,
Client will have the right to terminate this Agreement. Upon such termination, Client shall pay
Tyler for all products, services, and expenses not in dispute which were delivered or incurred
prier to the date Tyler received Client's notice of termination. Payment for products, services,
and expenses in dispute will be determined in accordance with the dispute resolution process.
1.3, Approval of Governing Body. Client represents and warrants to Tyler that this Agreement
has been approved by its governing body and is a binding obligation upon Client.
1-4, No Assignment. Client may not assign its rights and responsibilities under this Agreement
without Tyler's prior wiitten permission, not to be unreasonably withheld.
15 Notices: All notices or communications required or permitted as a part of this Agreement
shall be in writing (unless another verifiable medium is expressly authorized) and shall be
deemed delivered when:
a) Actually received,
b) Upon receipt by sender of a certified mail, return receipt signed by anemployee or agent of the
Party,
c,) Upon receipt. by sender of proof of email delivery, or
d) I:fnot actually received, ten (10) days after deposit. with. the United States Postal Service
'authorized mail center with proper postage (certified mail, return receipt requested) affixed and
addressed to the respective other party at the address set forth in this Agreement or such other
address as the party may have designated by notice or Agreement amendment to the other party.
Consequences to be borne due to failure to receive a notice dire to improper notification by the
inteuded.rece wing party of a new address will be .borne by the intended receiving party. The
addresses of the parties to this Agreement are as follvw:s.
Tyler Technologies, Inc.
370 U.S. Route 1
Falmouth, ME 04105
Attention: Contracts Department
16. Independent Contractor. This is not an Agreement of partnership or employment of Tyler
or any ofTyler's employees by Client, Tyler is an independent contractor for all purposes udder
this Agree:rnent.
17. Insurance. Prior to performing services under This Agreement, Tyler shall provide Client
9
with certificates of insurance evidencing the following insurance coverage:
a) Commercial gcnerai liability of at least $1,000,000;
b) Automobile liability of at least $1,000,000;
e) Professional liability of at least S1,000,000; and
d) Workers compensation complying with statutory requirements.
18. Confidentiality. Both parties recognize that their respective employees and agents, in the
course of performance of this Agreement, may be exposed to confidential information and that
disclosure of such information could violate rights to private individuals and entities. Each party
agri es that it will not disclose any confidential information of the other party and further agrees to
take appropriate action to prevent such disclosure by its employees or agents. The confidentiality
covenants contained herein shall survive the termination or cancellation of this Agreement for a
period of two (2) years. This obligation of confidentiality shall not apply to information that:
a) At the time of the disclosure is in the public domain,
b) After disclosure, becomes part of the public domain by publication or otherwise, except by
breach of this .Agreement by a party;
c) A panty call establish by reasonable proof was in that party's possession at the time of
disclosure;
d) A party receives from a third party who has a right to disclose it to that party; or
e.) Is subject to Freedom. of Information Act requests, only to the extent disclosure is based on the
good faith written opinion of the receiving party's legal counsel that disclosure is required by law:
provided; however,, that that receiving party shall give prompt notice of the service of process or
other. documentation that underlies such requirement and use its best efforts to assist the
disclosing party if the disclosing party wishes to obtain a protective order or otherwise protect the
confidentiality of such confidential information. The disclosing party reserves the right to obtain
protective order or otherwise protect the confidentiality of its.confdential information.
19. Nondiscrimination, Tyler shall not discriminate against any person employed or applying
for employment concerningthe performance of Tyler's responsibilities under this. Agreement.
This discrimination prohibition: shall apply to all matters of initial employment; tenure, and terms
of employment; or otherwise with respect to any matter directly or indirectly relating to
emplovtnent concerning race.. color, religion, national origin, age, sex, sexual orientation,
ancestry, disabiiiiy that is unrelated to the individual's .ability to perform the duties of a particular
job or position, height, weight, marital status, or political affiliation.
2:0. Subcontractors, Tyler shall not subcontract any services under this. Agreement without
Client's prior written permission, not to be unreasonably withheld:
21. Non-ap.propi iation. If Client should not appropriate or otherwise inake available funds.
sufficient. to purchase, lease, operate or maintain the products set Forth in this Agreement, or other
means ofperform.ing the sarne:.f-unctions of such products, Client roay unilaterally terminate this
Agrcemelit only upon thirty (30) days written notice to Tyler. Upon tenilination, Client shall
remit payment for all products.and sorvices delivered to Client and all expenses incurred by Tyler
prior to Tyler's receipt ofthe termination notice.,
22. Shipping. Delivery shall be E0.13. shipping pour.
23.:Payment Teams.
a) Client will pay $.27,150 upon execution of this Agreement that equals 25% of the Application
Software Lfoense .Fees.
b) Client will pay S79,300 upon delivery of the software products that equals:
50% of the Application .Software :License Fees ($54,300)
100%, of'the "Third Party Hardware/System Software License Fees ($25,000)
c) Client will pay $27,150 that equals 251/0 of the Application Software .L.icense Fees upon
verification of the Tyler Software Products in accordance with Article 3 of Section A. Unless the
Tyler Software Products fail verification, this period shall not exceed ninety (90) days after
delivery.
d) Prices do not.inciude travel expenses, subject to Article 2(e) of Section B.
e) Train ing & Installation and Data Conversion services, plus expenses, are billed if and as
provided/"tncutred-and are due.and payable thirty (30) days after receipt of invoice.
IN WITNESS WHEREOF, persons having been duly authorized and empowered enter into this
Agreement.
Tyler Technologies, Inc. Client: City of Vernon. California
.By: —
Name:
Title:
Date:
By: —
Nance:
Title;
Date:
m
x
CT
N
Exhibit 2 — Verilication Test
The Verification Test will be conducted after the Tyler Software Products are installed and before
they are implemented. The Verification Test is performed using the Tyler sample database. Such
database contains general information applicable to all Tyler clients. As such, the Verification
"rest will not demonstrate Client -specific functionally. Rather, the Verification Test will confirm
that the Tyler Software Products are installed and performing baseline functions.
Client:
Contact:
Date:
Financial Produ.ets
1. View general ledger accounts four, (Initial)
2. View budget documents
3. View accounts payable vendor form,
4. Find purchase orders in purchase order inquiry
5. View inventory itern farm
6. View fixed assets form
7. View projects form
8. View accounts receivable customers form
Custoruer Information System Produeft
I . View #ee, schedule with rate wblos (Initial)
2. View utility billing account form
3. View utility billing custDmer form.
4; View parcels form
5. View .license form
6. View permits form
Personnel Products
1. View employee form (Inita"I)
2. View position form
3. View deduction codes
4. View pay type codes
5. View shift calendars
13
Exhibit 3 — Business Travel .Policy
Airfare
All airfare will be booked Economy Class, with best efforts to make reservations 2 — 4
weeks in advance for best pricing. All air tickets will be booked "non refundable" to
minimize.ticket costs, If change fees or other additional charges are incurred as a result
of Client rescheduling, cancellations, or other factors that impact the planned dates for a
trip, the Client will be billed for those charges.
Airport Parkins;
Client is billed for the cost of on -airport long term parking costs incurred while staff is
traveling to client site.
Mi� leaae
Federal Government .Rate
Tyler employee mileage to the airport, train terminal, etc. for the client trip will
be billed at the IRS designated reimbursement rate per mile. Actual mileage for
the employee travel to the site will be billed at the IRS rate. if not traveling by air,
rail, etc.
t LM—Ort Shuttle
If Tyler employeeuses the seivice of an:airport shuttle, this amount will not exceed the
standard rate for airport parking (as notedabove) plus mileage to and from the airport.
Car .Rental
Tyler has negotiated rates with national automobile rental companies to minimize car
rental fees. Actual cost of car rental, taxes, refueling costs etc. will be billed to the
Client.
Hotel/motel
Tyler employees will stay at medium class hotels/motels (less than stars) when
available. 4 or S Star hotels/motels may be selected if during promotional times, prices
can be negotiated aerates similar to 3 star facilities.
Meals
Federal daily per diem rate for Client location will apply. Per dienr Anil include travel
time to and Iron the Client location.
Miscellaneous
All direct expenses not included above will be billed to the Client.. This includes but is.
not limited to such items as internet connectivity (if not included free in tile cost of Hotel)
and any other incidentals such as copies, supplies, road tolls, local Barking fees, etc.
directly related to time spent on site.
14
Exhibit 4 - Data Conversion Process
Cn[r i��r�aa un .4 ssisfance
Tyler will generally convert relevant and useful data from a client's legacy system as a part of the
conversion/installation process. The Investinent Summary contains an estimated cost .for .the
project. This estimate is based on Tyler's experience in performing similar successful data
conversions over the past twenty years. Client will be billed for actual conversion services
provided by Tyler.
Tyler has developed the following proven strategy for converting data from legacy systems into
Tyler's database structure.
• A project,coordinator is assigned to Client once the Agreement is executed.
+ The project coordinator works with Client to schedule consultation meetings (or site visits if
necessary) in accordance «hth the data conversions for each module.
+ Tyler provides detailed conversion. data specification documents to Client's technical staff.
• Tyler's conversion specialists consult with Client's technical staff and provide file
specifications to enable Client's technical staff to prepare and provide the conversion data in
the necessary .fonnat. If requested by Client, "Tyler will determine if Tyler can gather the data
itself and. assist in converting it into Tyler's data specifications (referred to as a start -to -finish
conversion for an additional fee). Otherwise, Tyler's standard conversion method requires
Client to provide Tyler with the extract of the required data in accordance with Tyler's data
specifications and in the technical format specified below. Data must be "in balance" in
order to proceed with the conversion process.
• Client provides Tyler with. the first instance of data on or before a scheduled date. Tyler
inspects and .verifies the accuracy of the data. Data may require additional "clean-up" by
Tyle.r.'s'technieal staff or Tyler may require Client -to provide Tyler with new:data files. Once
the data is considered accurate, Tyler converts the data into Tyler's database schema. This is
typically done using conversion programs written and maintained by Tyler's technical staff.
15
Depending on the accuracy and conformance of the data provided by Client, Tyler may repeat
the conversion process up to two times, in order to provide accurate and balanced data before
Client uses the Tyler Software Products in live production. On the more complicated Tyler
Sofhvare Products, Tyler typically plan for an initial conversion to be aligned with the "set
LIP" of the Tyler Software Product, refinement of the conversion during system testing, and
then a final conversion for parallel processing and use of the Tyler Software Product iiilive .
production.
During the entire process, a Tyler conversion specialist is assigned to each Tyler Software
Product that is receiving converted data. This person will be responsible for working with
Client to analyze and convert data, support Tyler's Implementation Consultant while on -site,
and fix data problems using the available tools. Once Client uses the Tyler Software
Products in live production, Client is officially transitioned to Tyler's Technical Support
organization.
File :Formats
There will typically be multiple conversion files for each module. Conversion import files may
be provided in one of the following formats: 1) ASCII pipe " J" delimited text file, 2) Non
FonnattedMicrosoft E:ccel Worksheet, or 3) Microsoft Access database.
The import files must adhere to the following characteristics:
• ASCiI character content: The data must contain only printable ASCII characters. Control
characters, non -printable characters, or "packed" data fields are not allowed.
• One record per line or row: Each line or row constitutes a single record or row of data.
ASCII Pipe Delimited TOd File -
Data may be provided as; ASCII pipe delimited text files with variable length data separated by a
("pipe") character. Variable length records contain fields that are only as wide as the data
requires (there are no leading or trailing spaces between data in each field). Piles should be
stored using the ".txt" file extension. Fields containing a Null value should have two adjacent
pipe delimiter characters " 11" representing the start. of the current field and the start of the nett
field; it is not.necessary to Fill the field with spaces.
Microsoft Excel Worksheet.
Data may be provided as a Microsoft Excel Worksheet with one worksheet representing one
conversion file. All conversion files may be stored in one Microsoft Excel file as separate
worksheets in the same "Als." file extension. Worksheets cannot contain macros or data links.
Each worksheet must adhere tothefile specificatio is with the first row containing the header
column inforination and each subsequent row representing. one record of data.
16
Microsoft Access Database:
Data may be provided as a Microsoft Access Database with each conversion file defined as a separate table.
Table navies should adhere to the file names minus the ".txt" extension. Upon request, a Microsoft Access
Database may be supplied with all conversion tables pre -defined.
�1Ss:rrt�t . toms
The conversion service fees listed in the Investment Summary are based upon the following assumptions:
• The conversion estimate includes conversion of financial data for one client. The conversion includes the
current and previous fiscal year for each Tyler Software Product, unless otherwise noted.
• Client is responsible for extracting the "convert -from" data files from its systems, formatting it into Tyler's
provided data specifications, and providing it in one of the acceptable technical formats.
• Tyler will convert the chart of accounts, organization titles, funds, account balances, account activity on
bath an annual and per -period basis for every fiscal year converted; including budgets.
• For the accounts payable/purchasing conversion, Tyler will convert vendor and vendor balance information,
and outstanding check history
• Purchase orders, outstanding invoices, security setups, requisition queues, requisitions, vendor ship -to, and
vendor bill -to addresses are not included in the standard general ledger/accounts payable/purchasing
conversion.
•: The conversion estimate for accounts receivable includes. conversion of accounts receivable customer
identifying information (customer number, name, addresses, and. billing codes) and current accounts
receivable open items (Customer number; account number, due date; amount owed). The accounts
receivable conversion does not: include history.
• The conversion estimate for project/grant accounting includes conversion of the project strings, materials.
history, labor history, and project balances. this conversion includes up to five fiscal years of project
accopliting data.
The conversion estimate for fixed assetsincludes conversion of fixed asset number and type, depreciation
information, distribution information, asset class information, :and improvement information.
• The payroll/position Control conversion estimate includes conversion of .payroll data for one client. For the
payroll conversion, Tyler will convert employee, and position information, grade and step tables; employee
benefit and deduction information, di.feet deposit accounts, employee leave balances, and the current year's
employee paycheck history. Previous year's payroll check history, job costing numbers, and. job costing
history, are riot included in the standard payroll/position control conversion.
The special assessments conversion estimate includes assessment district information (assessment types.,.
ordinance numbers, and descriptions), assessment specific information (owners, assessed amounts, and
balances dine), and transaction specific information (bills, receipts, and their associated amounts), Fee
structures are not included in the conversion.
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The estimate f'or parcels conversion includes basic parcel information consisting of addresses, owners,
assessments and zoning, along with building information (addresses, owners), business information
(addresses, owners, insurance) and professional information (surveyors, architects, engineers).
• 'flie permit conversion estimate includes permit address, owner, applicant, and lender. All legacy fees need
to be combined into a'total fees' code representing the summation of all Fees on a permit. ,
• The licensing module conversion estimate includes occupational information (mailing information, phone,
email, tenants, lessees), and account information (numbers, fees, deposits). Fee structures are not included
in the conversion.
The utility billing: conversion estimate includes customer information (mailing information, phone, email for
owners, tenants, lessees, lenders, property managers, escrows, etc.), service location addresses, account
information (numbers, services, fees, deposits), meter information (number, location, measurement of the
meter, radio. fivqueticy), and history (meter reads and consumption, bills, receipts; billing; adjustments..
receipt adjustments). Fee structures and service orders are not included in the conversion.
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INSURANCE SCHEDULE (CONSULTANT)
Consultant shall provide proof of insurance, including but not limited to, a standard original certificate of
insurance, in at least the following amounts and coverage (combined single limit permitted):
I. Coverage and Limits
Bodily InLury Property Damage
Hazards Each Person Each Accident Each Accident
Automobile Liability
Owned Automobiles $ 500,000 $1,000,000 $ 500,000
Hired Automobiles $ 500,000 $1,000,000 $ 500,000
Non -Owned Automobiles $ 500,000 $1,000,000 $ 500,000
Workers' Compensation $ StatutorX
Employers' Liability $1,000,000 per employer
II. Liability
General Liability
$1,000,000
$2,000,000
$1,000,000
Premises Operations
$1,000,000
$2,000,000
$1,000,000
Elevators (If Applicable)
$1,000,000
$2,000,000
$1,000,000
Independent Contractors
$1,000,000
$2,000,00.0
$1,000,000
Products - Completed Operations
$1,000,000
$2,000,000
$1,000,000
Contractual Liability
$1,000,000
$2,000,000
$1,000,000
Professional Liability
$2,000,000
$2,000,000
$2,000,000
a . The general liability policy shall contain the following special endorsements which shall be noted
on or attached to the standard certificate of insurance:
1. An original endorsement naming the City of Vernon, its officers, and employees as additional
insureds under the policy.
2. An endorsement providing the City of Vernon thirty (30) days notice of cancellation or material
reduction of coverage.
3. An endorsement providing coverage for all operations under this Agreement and specifying the
activities covered.
4. Such other endorsement as may be required by City.
5. A copy of your general and professional insurance policy declarations page.
6. A copy of schedule of forms of endorsement.
b. In addition to the above, the Consultant shall provide such further proof of insurance
documentation as the City deems necessary.