Tyler Technologies - EPL 2025-28 - Amendment 4 - Permitting Softwaren
MEMORANDUM
DATE: 5/22/2025
4Q!th (Pea
CALIFORNIA
TO: Jon McMillen, City Manager
FROM: Tommi Sanchez, Hub Manager
RE: TYLER TECHNOLOGIES, INC AMEND 4 - EXTEND TERM FOR ENERGOV PERMITTING & LICENSING SOFTWARE.
Please list the Contracting Party / Vendor Name, any change orders or amendments, and the type of services to be provided. Make
sure to list any related Project No. and Project Name.
✓
✓
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Authority to execute this agreement is based upon:
Approved by City Council on APRIL 15, 2021 - CONSENT CALENDAR ITEM NO. 8
City Manager's signing authority provided under the City's Purchasing & Contracting Policy
[Resolution No. 2023-008] for budget expenditures of $50,000 or less.
City Manager's signing authority provided under the City's Personnel Policy Section 3.2 for
temporary employment positions.
Department Director's or Manager's signing authority provided under the City's Purchasing Policy
[Resolution No. 2023-008] for budget expenditures of $15,000 and $5,000, respectively, or less.
Procurement Method (one must apply):
Bid RFP RFQ 3 written informal bids
Sole Source Select Source Cooperative Procurement
✓
Requesting department shall check and attach the items below as appropriate:
Agreement payment will be charged to Account No.: 502-0000-60301
Agreement term: Start Date June 1, 2025 End Date May 31, 2028
Amount of Agreement, Amendment, Change Order, etc.: $ 514,596
.z. Signing authorities listed above are applicable on the aggregate Agreement amount, not individual
Amendments or Change Orders!
Insurance certificates as required by the Agreement for Risk Manager approval
Approved by: COI OK - pending endorsements (OR) Date: 5/22/2025
Bonds joriginals) as required by the Agreement (Performance, Payment, etc.)
Conflict of Interest Form 700 Statement of Economic Interests from Consultant(s)
NOTE: Review the "Form 700 Disclosure for Consultants" guidance to determine if a Form 700 is required pursuant
FPPC regulation 18701(2)
Business License No. LIC-0110988 ; Expires: 7/31/2026
Requisition for a Purchase Order has been prepared (Agreements over $5,000)
78495 Calle Tampico I is Quinta, California 92253 1760.Trf7000 I wwwlaquintaca.gov
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••• ••tyler
• technologies
AMENDMENT
This amendment ("Amendment") is effective as of the date of signature of the last party to sign as
indicated below ("Amendment Effective Date"), by and between Tyler Technologies, Inc. with offices at
One Tyler Drive, Yarmouth, Maine 04096 ("Tyler") and the City of La Quinta, with a mailing address of
PO Box 1504, La Quinta, California 92247 ("Client").
WHEREAS, Tyler and the Client are parties to an agreement dated February 14, 2022 ("Agreement"); and
WHEREAS, the Term of the Agreement expires May 31, 2025 ("Expiration Date");
THEREFORE, in consideration of the mutual covenants contained herein, Tyler and the Client agree as
follows.
1. SaaS Term. The term of the Agreement is hereby renewed for a term equal to three (3) years,
commencing on the day following the Expiration Date (for the purposes of this Amendment, the
"Renewal Term") at the rates set forth in Exhibit 1. Tyler shall apply an increase of no more than
five (5%) percent increase over the previous year fees for the June 1, 2026-May 31, 2027 and June
1, 2027-May 31, 2028 renewal terms. After the completion of the Renewal Term, the Agreement
will renew automatically for additional one (1) year terms at our then -current SaaS Fees unless
terminated in writing by either party at least sixty (60) days prior to the end of the then -current
term. We will provide you notice of any increase in SaaS Fees no less than sixty (60) days prior to
the commencement of the renewal term.
2. SaaS Fees. SaaS Fees, as detailed in the attached Sales Quotation, for year one are invoiced
annually in advance, beginning on the commencement date of the Renewal Term. Subsequent
annual SaaS Fees are invoiced annually in advance, beginning on the anniversary of the initial
invoice date.
3. Users Limits. The SaaS fees may be based on user limits indicated in the attached Sales
Quotation and the Agreement, with the Sales Quotation controlling in the event of conflict.
Should the number of users be exceeded, Tyler reserves the right to re -negotiate the SaaS fees
based upon any resulting changes in the pricing categories.
4. This Amendment shall be governed by and construed in accordance with the terms and
conditions of the Agreement.
5. All other terms and conditions of the Agreement shall remain in full force and effect.
SIGNATURE PAGE FOLLOWS
tyler
1
IN WITNESS WHEREOF, persons having been duly authorized and empowered to enter into this
Amendment hereunto executed this Amendment effective as of the date last set forth below.
Tyler
By: SIGNED IN COUNTERPART
Name:
Title:
City of La Quinta, California
By: )----.
Jon McMillen
4.
Title: City Manager, City of La Quinta
Date: Date: (1 2...d Z J
2
APPROVED AS TO FORM:
`, J, \
WILLIAM H. IHRKE, City Attorney
City of La Quinta
°
•°° tyler
IN WITNESS WHEREOF, persons having been duly authorized and empowered to enter into this
Amendment hereunto executed this Amendment effective as of the date last set forth below.
Tyler City of La Quinta, California
Erg< Graney SIGNED IN COUNTERPART
By: By:
Name: Erik Graney Name:
Title: Senior Corporate Attorney Title:
Date: 05/20/25 Date:
tyler
2
Exhibit 1
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• ••••• tyler
•
• technologies
Exhibit 1
Investment Summary
The following Investment Summary details the software, products, and services to be delivered by us to
you under the Agreement. This Investment Summary is effective as of the Effective Date, despite any
expiration date in the Investment Summary that may have lapsed as of the Effective Date.
REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
tyler
1
EXHIBIT 1
•• Remittance
Vtyl•
e r Tyler Technologies, Inc.
••(FEIN 75-2303920)
• technologies P.O. Box 203556
Dallas, TX 75320-3556
Empowering people who serve the public® Questions
To: CITY OF LA QUINTA
78495 CALLE TAMPICO
LA QUINTA, CA 92253
United States
THIS IS NOT AN INVOICE
PROFORMA
Company Order No. Date Page
025 205716 01/13/2025 1 of2
Tyler Technologies - Local Government
Phone: 1-800-772-2260 Press 2, then 2
Fax: 1-866-673-3274
Email: ar@tylertech.com
Ship To: CITY OF LA QUINTA
78495 CALLE TAMPICO
LA QUINTA, CA 92253
United States
Customer Grp/No. Customer PO# Payment Terms Currency Code Ship Via Salesperson Cd
1 48358 Net 45 USD
Contract
Date
No. Item/ Description/ Comments
Quantity U/M
Unit Price Total Cost
Contract No.: La Quinta, CA
1 Renewal:
14/Feb/2022 Tyler GIS
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
2 Renewal:
14/Feb/2022 EnerGov Business Management Suite
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
3 Renewal:
14/Feb/2022 EnerGov Community Development Suite
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
4 Renewal:
14/Feb/2022 EnerGov Decision Engine
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
5 Renewal:
14/Feb/2022 EnerGov Citizen Self Service - Community Development
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
6 Renewal:
14/Feb/2022 EnerGov Business Management SDK
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
7 Renewal:
14/Feb/2022 EnerGov Content Management API
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
8 Renewal:
14/Feb/2022 EnerGov Citizen Self Service - Business Management
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
1 EA
10 EA
40 EA
1 EA
1 EA
1 EA
1 EA
1 EA
0.00 0.00
2,250.48 22,504.76
2,250.49 90,019.44
8,616.49 8,616.49
8,616.49 8,616.49
0.00 0.00
3,169.33 3,169.33
8,616.49 8,616.49
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••••%% tyler
•
• technologies
Remittance
Tyler Technologies, Inc.
(FEIN 75-2303920)
P.O. Box 203556
Dallas, TX 75320-3556
Empowering people who serve the public® Questions
Tyler Technologies - Local Government
Phone: 1-800-772-2260 Press 2, then 2
Fax: 1-866-673-3274
Email• aratulprtprh rnm
Contract
Date
No. Item/ Description/ Comments
THIS IS NOT AN !MIME
PROFORMA
Company Order No. Date Page
025 205716 01/13/2025 2 of 2
Quantity U/M
Unit Price Total Cost
9 Renewal:
14/Feb/2022 EnerGov e-Reviews
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
10 Renewal:
14/Feb/2022 EnerGov Intelligent Automation Agent
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
11 Renewal:
14/Feb/2022 EnerGov Intelligent Objects
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
12 Renewal:
14/Feb/2022 EnerGov Community Development SDK
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
13 Renewal:
14/Feb/2022 EnerGov Report Toolkit
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
14 Renewal:
14/Feb/2022 EnerGov Standard Technical Support
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
15 Renewal:
14/Feb/2022 EnerGov Unlimited IG Workforce App Access
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
16 Renewal:
13/Mar/2023 Payments PCI Service Fee (Per Device)
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
17 Renewal:
25/Sep/2023 Enterprise Permitting & Licensing View Only Licenses (All Suites) - Subscription
Cycle Start: 06/01/2025, End: 05/31/2026; Term: 12 months
1 EA
1 EA
1 EA
1 EA
1 EA
1 EA
1 EA
2 EA
1 EA
9,903.76 9,903.76
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
180.00 360.00
3,654.00 3,654.00
Does not include any applicable taxes Order Total:
155,460.76
Comments: Upon acceptance please email your purchase order to POatvlertech.com
La Quinta CA SaaS Renewal Amend
052025_Tyler
Final Audit Report
2025-05-20
Created: 2025-05-20
By: Amanda Andreine (amanda.andreine@tylertech.com)
Status: Signed
Transaction ID: CBJCHBCAABAArHbKTHpxZ-IJ04FQI8V2jtwe_pCGTtgk
"La Quinta CA SaaS Renewal Amend 052025_Tyler" History
Document created by Amanda Andreine (amanda.andreine@tylertech.com)
2025-05-20 - 7:25:02 PM GMT- IP address: 163.116.157.73
Document emailed to Erik Graney (erik.graney@tylertech.com) for signature
2025-05-20 - 7:25:49 PM GMT
Email viewed by Erik Graney (erik.graney@tylertech.com)
2025-05-20 - 8:10:02 PM GMT- IP address: 163.116.249.75
Document e-signed by Erik Graney (erik.graney@tylertech.com)
Signature Date: 2025-05-20 - 8:12:22 PM GMT - Time Source: server- IP address: 163.116.249.75
0 Agreement completed.
2025-05-20 - 8:12:22 PM GMT
••:t tyler
. technologies
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CONSENT CALENDAR ITEM NO. 8
City of La Quinta
CITY COUNCIL MEETING: APRIL 15, 2025
STAFF REPORT
AGENDA TITLE: APPROVE AMENDMENT NO. 4 TO SOFTWARE AS A SERVICE
AGREEMENT WITH TYLER TECHNOLOGIES INC FOR ENERGOV PERMITTING AND
LICENSING SOFTWARE
RECOMMENDATION
Approve Amendment No. 4 to Software as a Service Agreement with Tyler Technologies
Inc. for Energov Permitting and Licensing software; and authorize the City Manager to
execute the amendment.
EXECUTIVE SUMMARY
• In October 2021, the City executed a 3-year agreement with Tyler Technologies Inc.
(Tyler) for Energov Permitting and Licensing (EPL) software, which is an integral
part of the City's daily operations, and provides public portal access for residents,
businesses, and building and development professionals.
• Amendment No. 4 will extend the agreement through May 31, 2028.
In 2021, the original project budget was set at $752,000 which included Tyler EPL software
implementation, data transfer, training, and 3-years of maintenance and support services
from 2022 to 2025; total expended to date is $726,698.
If approved, Amendment No. 4 will provide a 3-year extension for a total of $514,596, which
includes a maximum 5% annual increase and a 5% contingency should the City require
additional services, licenses, or customizations. This service is to be paid for through the
Information Technology Fund, Software Licenses (502-0000-60301).
Fiscal Year
Budget Allocation
2022/23
$429,927
2023/24
$161,037
2024/25
$161,036
TOTAL:
$752,000
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Three -Year Extension Amendment No. 4
Fiscal Year
Annual Maintenance
and Support Services
Contingency Budget
(approximately 5% for
unanticipated items)
2025/26
$155,461
$7,773.05
2026/27
(includes 5% increase = $7,773.05)
$163,234
$8,161.70
2027/28
(includes 5% increase = $8,161.70)
$171,396
$8,569.79
GRAND TOTAL: $514,596
$490,091
$24,504.54
BACKGROUND/ANALYSIS
In October 2021, following a Request for Proposals competitive selection process, Tyler
EPL cloud -based hosted software was selected as the City's permitting, plan check and
business licensing software platform. The software was launched in February 2022 and
was made available to staff and the public on August 21, 2023, allowing a complete digital
experience.
The Design and Development Department uses Tyler's EPL to streamline the processing
of permits, plan checks, interdepartmental reviews along with outside consultants, issue
business licenses, inspections, payments, reporting, application assistance, addressing,
mapping, and a 24/7 public customer portal. Various departments utilize the system for
economic data reporting, records management, property information, verification of
licensing, and financial reporting. There are various integrations within the software that
have assisted with the permitting and licensing process that include Contractor State
Licensing Board, Geographic Information System (GIS), Laserfiche, Bluebeam, and Solar
App +.
Over the last 3 years, through a comprehensive hands-on assessment, staff determined
that the software is a necessary innovative tool to assist with providing exceptional
customer service, access to public information and online services for residents,
businesses, and building and development professionals.
The proposed Amendment No. 4 will commence on June 1, 2025, and expire on May 31,
2028. The contract can be terminated in writing at any time without a termination penalty
contingent upon a 60-day written notice.
ALTERNATIVES
Council may elect not to approve the proposed amendment, however, this is not
recommended as this software is an integral part of the City's daily services and operations.
Prepared by: Tommi Sanchez, Hub Manager
Approved by: Danny Castro, Design and Development Director
Attachment: 1. Amendment No. 4 to Software as a Service Agreement
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