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2016-29593 Reso RESOLUTION NO. 2016-29593 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, APPROVING AND AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AMENDMENT NO. 5 TO THE AGREEMENT, DATED OCTOBER 10, 2014, BETWEEN THE CITY OF MIAMI BEACH AND TYLER TECHNOLOGIES, INC., FOR THE REPLACEMENT OF THE CITY'S ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM, TO REALLOCATE UNUSED DATA CONVERSION FUNDS IN THE PROJECT BUDGET AND SCOPE INTO MUNIS IMPLEMENTATION FUNDS. WHEREAS, on October 10, 2014, the Mayor and City Commission approved an agreement with Tyler Technologies, Inc., to replace the City's current enterprise resource planning ("ERP") system, known as Eden, and the City's current permitting system, known as Permits Plus (the "Agreement"); and WHEREAS, the replacement of these systems is a key component of the Administration's goal of re-engineering core business processes to maximize efficiencies and service to constituents, as well as to improve internal controls; and WHEREAS, the City Manager has appointed an ERP Steering Committee (the "Steering Committee") to receive status updates on the implementation process, mitigate any project risks, and evaluate any amendments or changes that may be requested by project stakeholders; and WHEREAS, on September 2, 2015, the Mayor and City Commission adopted Resolution No. 2015-29110, which approved and authorized the City to execute Amendment No. 1 to the Agreement, to modify the "go-live" dates set forth in the Agreement; and WHEREAS, on October 14, 2015, the Mayor and City Commission adopted Resolution No. 2015-29159, which approved and authorized the City to execute Amendment No. 2 to the Agreement, to amend the provisions regarding mobile software licenses, project management services, and the allowable hours for custom reports; and WHEREAS, on February 10, 2016, the Mayor and City Commission adopted Resolution No. 2016-29283, which approved and authorized the City to execute Amendment No. 3 to the Agreement, to amend the provisions regarding reporting tools, end user training, and professional services to support the User Acceptance Testing phase; and WHEREAS, on April 13, 2016, the Mayor and City Commission adopted Resolution No. 2016-29344, which approved and authorized the City to execute Amendment No. 4 to the Agreement, to modify the "go-live" dates set forth in the Agreement, and the provisions regarding professional services, and maximum number of hours for custom report development services; and WHEREAS, the Steering Committee, at its meeting on May 19, 2016, determined that it is necessary to amend the Agreement to reallocate unused data conversion funds in the project budget to "Munis Implementation Days," as indicated herein; and WHEREAS, the attached Amendment will have no impact on the City's total funding for the Agreement. NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH FLORIDA, that the Mayor and City Commission hereby approve and authorize the Mayor and City Clerk to execute Amendment No. 5 to the Agreement, dated October 10, 2014, between the City of Miami Beach and Tyler Technologies, Inc., to reallocate unused data conversion funds in the project budget and scope into Munis implementation funds. PASSED and ADOPTED this /7 day of October, 2016. J�- Philip L; ine / ATTESTED BY: Mayor ; ,f r7j4 lCS/t'TItka Rafael E. Granado '''� %%%..%��*���I'11, APPROVED AS TO City Clerk Al B� y��, FORM & LANGUAGE%Nr." ., & FO EXE UTION • *: INCORP ORATED= *G city Attorney Date h20 ` T:\AGENDA\2016\October\Information Technology\Tyler Amendment 5 Resolution.docx Resolutions - C7 C MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: Jimmy L. Morales, City Manager DATE: October 19, 2016 SUBJECT: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, APPROVING AND AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AMENDMENT NO. 5 TO THE AGREEMENT, DATED OCTOBER 10, 2014, BETWEEN THE CITY OF MIAMI BEACH AND TYLER TECHNOLOGIES, INC., FOR THE REPLACEMENT OF THE CITY'S ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM, TO REALLOCATE UNUSED DATA CONVERSION FUNDS IN THE PROJECT BUDGET AND SCOPE INTO MUNIS IMPLEMENTATION FUNDS. RECOMMENDATION Approve the resolution. ANALYSIS On October 10, 2014, the City Commission approved and authorized the City to execute an Agreement with Tyler Technologies, Inc., to replace the City's current enterprise resource planning ("ERP") system, known as Eden, and Permits Plus, the City's permitting and licensing system (the "Agreement"). The replacement of these systems is a key part of the Administration's goal of re-engineering core business process to maximize efficiencies and service to constituents, as well as improve internal controls. On September 2, 2015, the City Commission approved Amendment No. 1 to the Agreement with Tyler Technologies, Inc., to modify the ERP System 'Go-Live' Dates as follows: a. Phase 1 — Financials: changed from October 1, 2015 to April 1, 2016. b. Phase 2— EnerGov: changed from December 1, 2015 to April 1, 2016. c. Phase 3— HR/Payroll: changed from July 1, 2016 to January 1, 2017. d. Phase 4 — Utility Billing and Revenue: changed from July 1, 2017 to January 1, 2018. On October 14, 2015, the City Commission approved Amendment No. 2 to the Agreement, to amend provisions regarding project management services, software licenses for mobile devices, and the allowable hours for the development of custom reports. On February 10, 2016, the City Commission approved Amendment No. 3 to the Agreement, to amend provisions regarding reporting tools, end user training, and professional services to Page 543 of 1614 support the User Acceptance Testing phase. On April 13, 2016, the City Commission approved Amendment No. 4 to the Agreement, to amend provisions regarding go-live dates, custom reports hours, and professional services to support the "Go-Live" activities due to the change of "Go-Live" dates as follows: a. Phase 1 — Financials: changed from April 1, 2016 to May 2, 2016. b. Phase 2 — EnerGov: changed from April 1, 2016 to May 2, 2016. c. Phase 3 — HR/Payroll: changed from January 1, 2017 to April 3, 2017. To facilitate the transition to the new ERP system, the City Manager's ERP Steering Committee meets regularly to receive status updates on the implementation process, mitigate any project risks, and consider any amendments or changes that may be requested by project stakeholders. The latter is critical in maintaining the goal of minimizing system customizations that may increase costs, delay project completion, and create issues for future system updates. At its May 19, 2016 meeting, the Steering Committee made a recommendation to the City Manager to seek to amend the Agreement with Tyler Technologies as follows, in order to reallocate unused data conversion funds: 1 . The following unused conversions, totaling $11,250, are hereby removed from the Agreement: a. Fixed Assets Option 1 — History, at a contract price of $1,750; b. General Billing Option 1 — Recurring Invoices, at a contract price of$2,500; c. Inventory Option 1 — Commodity Codes, at a contract price of $1,500; d. Project Grant Accounting Option 1 —Actuals, at a contract price of$1,750; e. Project Grant Accounting Option 2 — Budgets, at a contract price of$1,750; and f. Project Grant Accounting Standard, at a contract price of$2,000. 2. Eight and a half (8.5) Implementation days, totaling $10,838 (at a rate of $1,275 per day), are hereby added to the Agreement as set forth in the Investment Summary attached hereto as Exhibit 1. CONCLUSION The City Manager, after considering the recommendations of the ERP Steering Committee, recommends that the Mayor and City Commission approve the Resolution and Amendment No. 5 to the Agreement, to amend the reallocation of unused data conversion funds. This amendment has no impact on the City's total funding for the project. KEY INTENDED OUTCOMES SUPPORTED Streamline The Delivery Of Services Through All Departments Legislative Tracking Information Technology Page 544 of 1614 ATTACHMENTS: Description ❑ Resolution ❑ Agreement -Amendment 5 Page 545 of 1614 AMENDMENT NO. 5 TO THE AGREEMENT, DATED OCTOBER 10, 2014, BETWEEN THE CITY OF MIAMI BEACH, FLORIDA AND TYLER TECHNOLOGIES, INC. FOR THE IMPLEMENTATION OF THE MUNIS AND ENERGOV SYSTEMS This Amendment No. 5 ("Amendment") to the Agreement is entered into this day of , 2016 ("Effective Date"), by and between the City of Miami Beach, Florida, a municipal corporation organized and existing under the laws of the State of Florida, having its principal place of business at 1700 Convention Center Drive, Miami Beach, Florida 33139 ("City"), and Tyler Technologies, Inc., a Delaware corporation having its principal place of business at One Tyler Drive, Yarmouth, Maine 04096 ("Tyler"). This Amendment hereby amends the Agreement as follows: RECITALS WHEREAS, on October 10, 2014, the Mayor and City Commission approved an agreement with Tyler Technologies, Inc., to replace the City's current enterprise resource planning ("ERP") system, known as Eden, with the Mullis system, and to replace the City's current permitting system, known as Permits Plus, with the EnerGov system (the "Agreement"); and WHEREAS, the City has determined that the replacement of these systems is a key component of the Administration's goal of re-engineering core business process to maximize efficiencies and service to constituents, as well as improve internal controls; and WHEREAS, the City Manager has appointed an ERP Steering Committee (the "Steering Committee") to receive status updates on the implementation process, mitigate any project risks, and evaluate any amendments or changes that may be requested by project stakeholders; and WHEREAS, on September 2, 2015, the Mayor and City Commission adopted Resolution No. 2015-29110, which approved and authorized the City to execute Amendment No. 1 to the Agreement, to modify the "go-live" dates set forth in the Agreement; and WHEREAS, on October 14, 2015, the Mayor and City Commission adopted Resolution No. 201.5-29159, which approved and authorized the City to execute Amendment No. 2 to the Agreement, to amend the provisions regarding mobile software licenses, project management services, and the allowable hours for custom reports; and WHEREAS, on February 10, 2016, the Mayor and City Commission adopted Resolution No. 2016-29283, which approved and authorized the City to execute Amendment No. 3 to the Agreement, to amend the provisions regarding reporting tools, end user training, and professional services to support the User Acceptance Testing phase; and WHEREAS, on April 13, 2016, the Mayor and City Commission adopted Resolution No. 2016-29344, which approved and authorized the City to execute Amendment No. 4 to the Agreement, to modify the "go-live" dates set forth in the. Agreement, the provisions regarding professional services, and the maximum number of hours for custom report development services; and Page 548 of 1614 WHEREAS, the Steering Committee, at its meeting on May 19, 2016, determined that it is necessary to amend the Agreement to reallocate unused data conversion funds in the project budget to "Munis Implementation Days," as indicated herein; and NOW THEREFORE, in consideration of the mutual promises and conditions contained herein, and other good and valuable consideration, the sufficiency of which is hereby acknowledged, the City and Tyler hereby agree to amend the Agreement as follows. 1. ABOVE RECITALS. To the knowledge of each party hereto, the above recitals are true and correct and are incorporated as part of this Amendment. 2. MODIFICATIONS. The Agreement, as modified by Amendment Nos. 1, 2, 3, and 4 is further modified as follows: a. Unused Data Conversion funds The following line items regarding unused data conversion services, totaling $11,250, are hereby removed from Exhibit Al to the Agreement: • Fixed Assets Option 1 — History, at a contract price of$1,750; General Billing Option 1 — Recurring Invoices, at a contract price of$2,500; Inventory Option 1 —Commodity Codes, at a contract price of $1,500; Project Grant Accounting Option 1 —Actuals, at a contract price of $1,750; Project Grant Accounting Option 2 — Budgets, at a contract price of$1,750; Project Grant Accounting Standard, at a contract price of $2,000. b. Munis Implementation Days Exhibit Al to the Agreement, entitled "Munis Investment Summary," is hereby amended as follows: A line item for "Financials" with eight and a half (8.5) Implementation Days, at a rate of$1,275 per Implementation Day, for a total of $10,838 is hereby added. 3. RATIFICATION. Except as amended herein, all other terms and conditions of the Agreement shall remain unchanged and in full force and effect. In the event there is a conflict between the provisions of this Amendment and the Agreement, the provisions of this Amendment shall govern THE REMAINDER OF THIS PAGE IS INTENTIONALLY BLANK. Page 549 of 1614 IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed by their appropriate officials, as of the date first entered above. FOR CITY: ATTEST: By: Rafael E. Granada Philip Levine City Clerk Mayor Date Date FOR TYLER: ATTEST: By: Print Name/Title Print Name/Title Date Date APPROVED AS TO FORM & LANGUAGE & FOR E CU ION � (t- AP City Attorney Date N\( Page 550 of 1614