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HomeMy WebLinkAbout2024-322-E-IT Dept-Tyler Technologies-Addition of Assist Basic services for the period of one yearRevised 01/24 NORTH CAROLINA ORANGE COUNTY CONTRACT AMENDMENT THIS CONTRACT AMENDMENT (“Amendment”) is made and entered into this 4th day of June, 2024 by and between ORANGE COUNTY (hereinafter referred to as “County”) and Tyler Technologies, Inc. (hereinafter referred to as “Provider”). WITNESSETH: THAT WHEREAS, the County and Provider entered into a contract dated February 16, 2016 (hereinafter the “Original Agreement”), for the provision of services for the implementation, licensing, and technical support of the Enterprise Permitting & Licensing (formerly EnerGov) applications; and WHEREAS, the County and Provider desire to amend the Original Agreement while keeping in effect all terms and conditions of the Original Agreement not inconsistent with the terms and conditions set forth below. NOW THEREFORE, for and in consideration of the mutual covenants and agreements made herein, the parties agree to amend the Original Agreement as follows: 1. Commencing July 1, 2024, Exhibit A (Investment Summary) to the Original Agreement is amended by adding the following annual service subscription to the services to be provided by the Provider: addition of Assist Basic annual service subscription for the period of one year at a cost of $40,000 (minus $31,316.09 credit = $8,683.91) as detailed in Quote 2024-472279-R8T9Q5 (see Attachment A). Provider will invoice the County for the first annual subscription fee on July 1, 2024. The term for the Assist Basic service subscription will renew automatically for additional one (1) year terms at then-current rates unless terminated in writing by either party at least fifteen (15) days prior to the end of the then-current term. 2. Except for the changes made herein, the Original Agreement shall remain in full force and effect to the extent it is not inconsistent with this Amendment. In the event there is a conflict between the terms of the Original Agreement and the terms of this Amendment, this Amendment shall control. IN TESTIMONY WHEREOF, this Amendment has been executed by the parties hereto, as of the date first above written. ORANGE COUNTY TYLER TECHNOLOGIES, INC. Bonnie Hammersley Tina Mize County Manager Group General Counsel DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40 6/6/20246/10/2024 Revised 01/24 This agreement is approved as to technical form and content and I as Department Director affirmatively state work on this project has not been initiated prior to execution of the agreement. This agreement is approved as to technical form and content. Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: ORANGE COUNTY—INTERNAL USE ONLY Finance Information Vendor Name: Tyler Technologies, Inc Vendor Contact Person: Tina Mize Phone: 800-772-2260 Address: One Tyler Drive City Yarmouth State: ME Zip: 04096 Department: IT Amount: $40,000 (minus $31,316.09 credit = $8,683.91) Purpose: Addition of Assist Basic services for the period of one year Budget Code(s): 10315020-625010 Vendor # 48822 Vendor Status with NCSOS: Current-Active Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: 2/16/16) (Most Recent Amendment 7/14/2023) Effective Date 6/4/24 End Date 6/30/2025 Notice Date (Notice Purpose ) Award Approved by Board (Agenda Date: ); Made or Administered by Robert Reynolds Signature Authority - BOCC Express Delegation (Agenda Date: ) - Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 - Budget Policy Section XV (Capital Improvement Project: ) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) Department Affirmation Department Director’s Signature Date: Information Technologies This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer Date: Inapplicable because no hardware/software purchases or related services Risk Management This agreement is approved for sufficiency of insurance standards, specifications, and requirements: Office of the Risk Management Officer Date: Financial Services This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Office of the Chief Financial Officer Date: Legal Services This agreement is approved as to legal form and sufficiency: Office of the County Attorney Date: Clerk to the Board All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov The following signature block is for hard copies only and is not required for Docusign contracts: Received for record retention: Office of the Clerk to the Board Date: DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40 6/9/2024 6/9/2024 6/10/2024 6/10/2024 6/10/2024 DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40 2024-472279-R8T9Q5 CONFIDENTIAL Page 1 Attachment A Sales Quotation For: Sonia Ensenat Orange County PO Box 8181 Hillsborough NC 27278-8181 Phone: +1 (919) 732-8181 Tyler Annual Services Quoted By: Josh McKelvey Quote Expiration: 11/30/24 Quote Name: EPL Assist Basic Assist Basic 1 $ 40,000 TOTAL: $ 40,000 Recurring Services Annual Fee Users/Units Descripton DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40 DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40 2024-472279-R8T9Q5 CONFIDENTIAL Page 2 Summary One Time Fees Recurring Fees Total Services $ 0 $ 40,000 Total Third-Party Hardware, Software, Services $ 0 $ 0 Summary Total $ 0 $ 40,000 Contract Total $ 40,000 Existing Credit Total (Account Balance) $31,316.09 Year 1 Net Total $8,683.91 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) delivery 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. o Implementation and other professional services fees shall be invoiced as delivered.  Expenses associated with onsite services are invoiced as incurred. DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40 DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40 2024-472279-R8T9Q5 CONFIDENTIAL Page 3 Comments SaaS Monthly Fees are rounded to the nearest dollar. The Annual Fee value represents the cost to the customer. Custom Terms: Year 1 Subscription Fee is effective on July 1, 2024. The subscription renews annually thereafter in accord with the existing agreement. Proposal Includes: EPL Assist Basic  Professional Implementation Consulting Services - Remote o Up to 150 hours delivered remotely throughout the annual subscription (average of 3-4 hours per week), intended to provide EPL and EPL GIS best practice consulting, ad-hoc training, and modifications to existing/live business processes.  Client Services Account Manager (CSAM) o Up to 100 hours delivered remotely throughout the annual subscription, intended to provide upgrade planning assistance, maturity model assessments, and assistance with escalating client-prioritized tickets during bi-weekly check-in calls.  Tyler Connect o 1 complimentary registration to Tyler Connect with each annual subscription. Travel expenses not included  EPL Best Practice Review/Investment Assessment o Subscribers eligible for 1 complimentary 3-day site visit every 18 months, beginning after the first 6 months of your initial engagement with the EPL Customer Care team. Travel expenses not included. DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40 2024-472279-R8T9Q5 CONFIDENTIAL Page 1 Quoted By:Josh McKelvey Quote Expiration:11/30/24 Quote Name:EPL Assist Basic Sales Quotation For: Sonia Ensenat Orange County PO Box 8181 Hillsborough NC 27278-8181 Phone: +1 (919) 732-8181 Tyler Annual Services Descripton Users/Units Annual Fee Recurring Services Assist Basic 1 $ 40,000 TOTAL:$ 40,000 Attachment A DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40 2024-472279-R8T9Q5 CONFIDENTIAL Page 2 Recurring Fees $ 40,000 $ 0 $ 40,000 Summary Total Services Total Third-Party Hardware, Software, Services Summary Total Contract Total Existing Credit Total (Account Balance) Year 1 Net Total One Time Fees $ 0 $ 0 $ 0 $ 40,000 $31,316.09 $8,683.91 Customer Approval:Date: Print Name:P.O.#: 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) delivery 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. o Implementation and other professional services fees shall be invoiced as delivered. •Expenses associated with onsite services are invoiced as incurred. DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40 2024-472279-R8T9Q5 CONFIDENTIAL Page 3 Comments SaaS Monthly Fees are rounded to the nearest dollar. The Annual Fee value represents the cost to the customer. Custom Terms: Year 1 Subscription Fee is effective on the 1st day of the 4th month following execution, and both subscription fee and services provided are prorated to align with the existing agreement. Subscription Fee renewed annually thereafter in accord with the existing agreement. Proposal Includes: EPL Assist Basic •Professional Implementation Consulting Services - Remote o Up to 150 hours delivered remotely throughout the annual subscription (average of 3-4 hours per week), intended to provide EPL and EPL GIS best practice consulting, ad-hoc training, and modifications to existing/live business processes. •Client Services Account Manager (CSAM) o Up to 100 hours delivered remotely throughout the annual subscription, intended to provide upgrade planning assistance, maturity model assessments, and assistance with escalating client-prioritized tickets during bi-weekly check-in calls. •Tyler Connect o 1 complimentary registration to Tyler Connect with each annual subscription. Travel expenses not included •EPL Best Practice Review/Investment Assessment o Subscribers eligible for 1 complimentary 3-day site visit every 18 months, beginning after the first 6 months of your initial engagement with the EPL Customer Care team. Travel expenses not included. DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2016 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 04/01/2025 10,000 X 19682 2,000,000 QBE Specialty Insurance Company 19682 130001996 25,000,000 A X C 10,000,000 04/01/2025 X Hartford Casualty Insurance Company Professional Liability/Cyber 04/01/2024 CN102891976-TTI-GAWX+-23-25 1,000,000 27120 Finn Davis 06/17/2024 NYC-011561449-10 04/01/2024 X 2,000,000 05/17/2024 2 1,000,000 X 1,000,000 1,000,000 B Finn.Davis@marsh.com 04/01/2025 06/17/2023 04/01/2024 X 29424 10 UEN DI9897 Limit 10,000 10WNS88300 10XHUBC1DGX 1,000,000 Orange County, NC its officers, and employees are included as additional insured where required by written contract with respect to General Liability and Auto Liability. The Hartford 5101 Tennyson Parkway Tyler Technologies, Inc. Plano, TX 75024 1,000,000 Hartford Fire Insurance Co X 99 HIGH STREET MARSH USA, LLC. BOSTON, MA 02110 10UENBA4DHY Trumbull Insurance Company N 131 West Margaret Lane, Suite 300 Hillsborough, NC 27278 Orange County, NC Attn: Information Technologies 04/01/2024 D 11515 1,000,000 (617) 999-7893 X E 25,000,000 04/01/2025 DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40 ACORD 101 (2008/01) The ACORD name and logo are registered marks of ACORD © 2008 ACORD CORPORATION. All rights reserved. THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER:FORM TITLE: ADDITIONAL REMARKS ADDITIONAL REMARKS SCHEDULE Page of AGENCY CUSTOMER ID: LOC #: AGENCY CARRIER NAIC CODE POLICY NUMBER NAMED INSURED EFFECTIVE DATE: MARSH USA, LLC.� � � � � � �� The Professional Liability/Cyber policies evidenced contain Self Insured Retentions to various perils covered. If you would like additional information regarding these sublimits or 2 Boston Certificate of Liability Insurance25 deductibles, please contact the insured.� 5101 Tennyson Parkway� Tyler Technologies, Inc.� Plano, TX 75024 2 CN102891976 DocuSign Envelope ID: F735A185-AB3A-4350-9081-463701010E40