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HomeMy WebLinkAboutAgenda Report - November 6, 2019 C-06c-bCrrv or Lour CouNcrr ConIMUNICATIoN AGENDA TITLE: MEETING DATE: PREPARED BY: Adopt Resolution Authorizing City Manager to Execute Amendment No. 1 with Tyler Technologies, lnc., of Plano, Texas for Transparency Software Services for a Three-Year Contract in an Amount Not to Exceed $66,000 for Three-Year Contract With Two Optional One-Year Extensions (Total Not to Exceed All Extensions for the Life of the Contract of $1 10,000) November 6, 2019 Accounting Manager RECOMMENDED ACTION Adopt resolution authorizing City Manager to execute Amendment No. 1 with Tyler Technologies, lnc., of Plano, Texas, for transparency software services for a three-year contract in an amount not to exceed $66,000 for the three-year contract with two optional one-year extensions (total not-to-exceed including all extensions for the life of the contract of $1 10,000). BACKGROUN D INFORMATION Socrata is a web application, offered through Tyler Technologies, that provides financial information to both internal and external users. lt provides intuitive, user-friendly interface that allows users to access the City's financial data and capital projects. Socrata is a modern approach allowing citizens to be engaged in a cost effective and meaningfulway. Socrata will allow the City to create a story around what's happening within the data to ensure that any of our stakeholders, can understand how the City is performing on the initiatives and outcomes that are the focus of the City. The Open Data and Capital Projects Explorer will allow the City to transform data into interactive graphs, charts and enhance the ability for the City to share its data with others. Socrata synchronizes directly with the City's existing enterprise planning MUNIS software, which contains all financial reporting information, project data and other data used for financial reporting. The City purchased the MUNIS software in 2013. Recently, the City moved from a hosted environment to Software as a Service (SaaS) environment. Council authorized the contract with Tyler Technologies on August 7,2019. As part of the competitive bid process, City staff evaluated three companies that all offer an Open Finance transparency module. While all of these options claim integration abilities with Munis, only Socrata synchronizes directly allowing for seamless and automated updates. Additionally, this product allows for a story builder feature using finance and other data housed in MUNIS. Of the three options, only OpenGov and Socrata offer a story builder feature, which gives the City more flexibility in telling the story in an intuitive way to citizens. Socrata, recently purchased by Tyler Technologies, is an industry pioneer with significant experience in Open Data and transparency solutions in both the public and private sector. As an industry leader with a long track record of innovation, the City can be assured to receive a quality product that is constantly on the forefront of transparency. While Clear Gov's solution is less expensive, they are a relatively new player without the experience or additional features offered by APPROVE hen uer, City Manager Socrata. Staff recommends moving forward with Socrata because of its intuitive interface and simple integration into the City's website and current software. Company Bid Amount Clear Gov S13,ooo year 1 & Slo,ooo per year thereafter Socrata 522,000 per year OpenGov 524,800 per year Staff further recommends authorizing City Manager to execute Amendment No. 1 to the service agreement with Tyler Technologies, lnc., of Plano, Texas for the purchase of the Socrata Open Finance module in an amount of $22,000 for the first year and a not-to-exceed amount of $66,000 for the three- year contract and with a not to exceed amount of $1 10,000 over the life of the contract should the city exercise two (1) year extensions. FISCAL IMPAGT:Costs for the transparency services are included in the City's proposed Fiscal Year 2019/20 budget and the General Fund Long Range Financial Plan. FUNDING AVAILABLE: Not applicable. Andrew Keys,City Manager RESOLUTTON NO. 2019-219 A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING THE CITY MANAGER TO EXECUTE AMENDMENT NO. 1 TO THE PROFESSIONAL SERVICES AGREEMENT WITH TYLER TECHNOLOGIES, INC., OF PLANO, TEXAS, FOR TRANSPARENCY SOFTWARE SERVICES FOR A THREE-YEAR TERM WITH TWO OPTIONAL ONE-YEAR EXTENSIONS WHEREAS, with advances in technology that allows for information to be made available in near real time, transparency of that information is becoming a best practice in local governments adopted by the State of California and many local agencies; and WHEREAS, Tyler Technologies offers a Socrata Open Finance module, a transparency software service that synchronizes directly with the City's existing enterprise MUNIS financial reporting software that allows citizens to be engaged in a meaningful way with financial data; and WHEREAS, the City Council authorized the City Manager to enter into a three-year Professional Services Agreement with Tyler Technologies, lnc., with automatic annual renewals for Enterprise Resource Program services; and WHEREAS, staff recommends authorizing the City Manager to execute Amendment No. 1 to the Professional Services Agreement with Tyler Technologies, lnc., of Plano, Texas, for the purchase of the Socrata Open Finance module. NOW, THEREFORE, BE lT RESOLVED that the Lodi City Council does hereby authorize the City Manager to execute Amendment No. 1 to the Professional Services Agreement with Tyler Technologies, lnc., of Plano, Texas, for the purchase of the Socrata Open Finance module, in the amount of $22,000 for the first year and a not-to-exceed amount of $66,000 for the three-year contract and with a not-to-exceed amount of $110,000 over the life of the contract should the City exercise two one-year extensions. Dated: November 6, 2019 == ====================================================================== I hereby certify that Resolution No. 2019-219 was passed and adopted by the City Council of the City of Lodi in a regular meeting held November 6, 2019 by the following votes: AYES: COUNCIL MEMBERS - Johnson, Kuehne, Mounce, Nakanishi, and Mayor Chandler NOES: COUNCIL MEMBERS - None ABSENT: COUNCIL MEMBERS - None ABSTAIN: COUNCIL MEMBERS - None l-'l^ NIFER Clerk F 2019-219 RAIOLO