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AGREEMENT This Subscription Agreement (“Agreement”) is made this day of 2014 (“Effective Date”) by and between Tyler Technologies, Inc., a Delaware corporation with offices at 5519 53rd Street. Lubbock, Texas 79414 (“Tyler”) and the Town of Oak Island, with offices at 4601 East Oak Island Drive, Oak Island, NC 28465 (“Client”). WHEREAS Client selected Tyler to furnish, deliver, install and implement the services set forth in the investment summary attached hereto as Exhibit 1 (“Investment Summary”); NOW THEREFORE, in consideration of the foregoing and of the mutual covenants and promises set forth herein, Tyler and Client agree that Tyler shall provide services, and Client shall pay prices, as set forth in this Agreement. 1.

SUBSCRIPTION AGREEMENT 1.1. Licenses. Tyler shall grant to Client and Client shall accept from Tyler, a non-exclusive, revocable, nontransferable, non-assignable license to use the software products solely for Client’s own internal business purposes. Ownership of the software products, any modifications and enhancements to such software products and any related interfaces listed in the Investment Summary shall remain with Tyler, and Tyler grants limited License to the Client to use these products. Unless otherwise specified on the Investment Summary: (a) the Licensed Property is purchased as Named User subscriptions and may be accessed by no more than the specified named Users; (b) additional Named User subscriptions may be added during the Term at the same pricing as that for the pre-existing subscriptions, prorated for the remainder of the Term in effect at the time the additional Named User subscriptions are added; and (c) the added Named User subscriptions shall terminate on the same date as the pre-existing subscriptions. User subscriptions are for designated Named Users and cannot be shared or used by more than one User; provided, however, that User subscriptions may be reassigned to new Users replacing former Users who no longer require ongoing use of the Licensed Property. 1.2. Price. 1.2.1.

The four (4) year financial obligation of the Client to Tyler for the software products and services listed in the Investment Summary herein shall be as outlined in the Agreement. The price shall be payable by the Client to Tyler as provided in Section 1.3 hereof.

1.2.2.

Services utilized as specified in the Investment Summary herein and additional related services not specified in the Investment Summary will be billed at the then current rate for the service as they are incurred. Any modifications or adjustments to the financial

Contract ID# 2014-0060 Tyler Technologies, Inc. and the Town of Oak Island, NC

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obligation of the Client shall be effective only if contained in a written Change Order or similar written instrument signed by both parties. 1.2.3.

The fees and other charges set forth in the Investment Summary do not include any tax or other governmental impositions including, without limitation, sales, use or excise tax. All applicable sales tax, use tax or excise tax shall be paid by the Client and shall be paid over to the proper authorities by the Client or reimbursed by the Client to Tyler on demand in the event that Tyler is responsible or demand is made on Tyler for the payment thereof. If tax exempt, Client must provide Tyler with its tax exempt number or form.

1.3. Payment. 1.3.1.

Upon installation of the Tyler Software Products, Tyler will invoice Client for the first year annual subscription fee and in each year through the end of the Term of this Agreement Client will remit to Tyler Subscription fees in the amount shown in the Investment Summary, attached hereto as Exhibit 1 of this Agreement with payment due within ten (10) days of the current year invoiced. Tyler will invoice Client in accordance with the terms of the Agreement. Until notified otherwise, Tyler shall mail invoices to the attention of Client Contact at the address on the cover of the Investment Summary of this Agreement for approval in accordance with the terms of this Agreement. Unless otherwise stated in this Agreement, payment is due upon invoice. Client will have a renewal option six (6) months prior to Agreement expiration.

1.3.2.

CLIENT ACKNOWLEDGES THAT CONTINUED ACCESS TO THE HOSTED APPLICATIONS LISTED IN THE INVESTMENT SUMMARY IS CONTINGENT ON CLIENT’S PAYMENT OF SUBSCRIPTION FEES. IF CLIENT FAILS TO REMIT ANY REQUIRED SUBSCRIPTION FEES, AND THE AMOUNT IN ARREARS IS THIRTY (30) DAYS OR OLDER, TYLER SHALL HAVE THE RIGHT TO TERMINATE THIS AGREEMENT AND DENY ACCESS TO THE HOSTED APPLICATIONS FOLLOWING THIRTY (30) DAYS WRITTEN NOTICE OF ITS INTENT TO TERMINATE.

1.3.3.

Client agrees to pay monthly for professional services incurred and limited to the hours specified within the Investment Summary. Additional hours must be through an approved change order.

1.3.4.

Client agrees to make fee payments for added Named Users during any Term of this Agreement.

1.3.5.

In the event of any disputed invoice, Client shall provide written notice of such disputed invoice to Attention: Divisional COO at the address listed on the cover of this Agreement. Such written notice shall be provided to Tyler within fifteen (15) calendar days of Client’s receipt of the invoice. An additional fifteen (15) days is allowed for the Client to provide written clarification and details for the disputed invoice. Tyler shall provide a written response to Client that shall include either a justification of the invoice or an explanation of an adjustment to the invoice and an action plan that will outline the reasonable steps needed to be taken by Tyler and Client to resolve any issues presented in Client’s notification to Tyler. Client may withhold payment of only the amount actually in dispute

Contract ID# 2014-0060 Tyler Technologies, Inc. and the Town of Oak Island, NC

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until Tyler provides the required written response, and full payment shall be remitted to Tyler upon Tyler completion of all material action steps required to remedy the disputed matter. Notwithstanding the foregoing sentence, if Tyler is unable to complete all material action steps required to remedy the disputed matter because Client has not completed the action steps required of them, Client shall remit full payment of the invoice. Any undisputed sum not paid when due shall bear interest at a rate of prime rate (as set forth in the Wall Street Journal) plus five percent (5%) per annum or the highest rate allowed by governing law, whichever is less. 1.3.6.

Any invoice not disputed as described above shall be deemed accepted by the Client. If payment of any invoice that is not disputed as described above is not made within sixty (60) calendar days, Tyler reserves the right to suspend delivery of all services under the Investment Summary.

1.4. 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 use of the software or hardware products. In no event, shall Tyler be liable for damages in excess of six-hundred thousand dollars ($600,000.00). This limitation applies to all causes of action in the aggregate, including without limitation breach of warranty, negligence, strict liability and misrepresentation and other torts. The license fees herein reflect and are set in reliance upon this allocation of risk and the exclusion of such damages as set forth in this Agreement. 1.5. Limited Warranty. Tyler warrants that the then current, unmodified version of the Tyler Software Products will substantially conform to the then current version of its published current specifications. THIS WARRANTY IS IN LIEU OF ALL OTHER WARRANTIES. TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE LAW, ALL OTHER WARRANTIES, CONDITIONS AND REPRESENTATIONS, WHETHER EXPRESS, IMPLIED OR VERBAL, STATUTORY OR OTHERWISE, AND WHETHER ARISING UNDER THIS AGREEMENT OR OTHERWISE ARE HEREBY EXCLUDED, INCLUDING, WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. 1.6. Confidentiality. 1.6.1.

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 agrees that it will not disclose any confidential information of the other party and further agrees to take reasonable action to prevent such disclosure by its employees or agents. It is further acknowledged that complaint issues relating to the products listed in the Investment Summary of this Agreement may directly involve personnel of both parties, therefore any initial meeting to discuss complaints resulting from the performance of the products covered in this Agreement will occur in a closed session.

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1.6.2.

The confidentiality covenants contained herein shall survive the termination or cancellation of this Agreement.

1.7. Resolution of Disputes. 1.7.1.

In the event of disputes pertaining to performance levels, upon Tyler’s failure to meet mutually agreed upon performance levels for three consecutive months, each party shall appoint an authorized representative to cooperate in developing a mutually agreeable problem resolution plan which shall include a description of internal diagnostic procedures. Tyler shall perform according to the problem resolution plan and shall be responsible for updating any hardware on Tyler’s site or taking additional action within Tyler’s control to reach the agreed upon performance level.

1.7.2.

In the event of a dispute between the parties under this Agreement pertaining to pecuniary damages or losses, the matter shall be settled in accordance with the then prevailing rules of the American Arbitration Association.

1.8. Termination, Cancellation, or Modification. This Agreement may not be terminated, cancelled or modified except by the written mutual consent of both parties or as otherwise provided in this Agreement. Upon termination, cancellation or non-renewal of this Agreement, any licenses for the versions of the applications that Client licensed prior to this Agreement shall remain with Client under the terms of prior license Agreements. Upon termination, cancellation, or non-renewal of this Agreement, the licenses provided under this Agreement shall be automatically terminated, and Client access to the licensed applications shall be denied. In the event of termination or cancellation, Client will be responsible for payments made by Tyler, or payments due from Tyler, to any third parties for the purchase of Systems software, other third party software or hardware delivered to Client’s site as of the date of termination or cancellation. In the event of termination or cancellation prior to the expiration of the term of this Agreement, Client shall make a payment to Tyler for an early exit fee and any expenses incurred by Tyler prior to and/or during the exit process. If Client requests a data extract, Client will be responsible for payment of such services billed on a time and material basis. 1.9. Severability. If any term or provision of this Agreement or the application thereof to any person or circ*mstance shall, to any extent, be invalid or unenforceable, the remainder of this Agreement, or the application of such term or provision to persons or circ*mstances other than those as to which it is held invalid or unenforceable shall not be affected thereby and each term and provision of this Agreement shall be valid and enforced to the fullest extent permitted by law. 1.10. Notices. All notices required or permitted to be given hereunder shall be in writing and shall be delivered in hand or sent by first class mail, postage prepaid, to the parties at the addresses on the cover of this Agreement. 1.11. 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. Contract ID# 2014-0060 Tyler Technologies, Inc. and the Town of Oak Island, NC

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1.12. Non-Appropriation. Client intends to remit and reasonably believes that moneys in an amount sufficient to remit all Subscription payments under this Agreement can and will lawfully be appropriated. Client acknowledges that appropriation of moneys for the Subscription payments beyond the current fiscal year is a governmental function to which Client cannot contractually commit and this Agreement does not constitute (i) a multiple-fiscal year direct or indirect debt or financial obligation; or (ii) an obligation payable in any fiscal year beyond the fiscal year for which funds are lawfully appropriated; or (iii) an obligation creating a pledge of or a lien on tax or general revenues. If Client’s governing board does not approve an appropriation of funds for the payment of Subscription payments coming due during the following fiscal year(s), Client shall have the right to terminate this Agreement on the last day of such fiscal year and return the Property without penalty or expense to Client in accordance with Section 8 of this Agreement; provided, however, Client shall give Tyler at least sixty (60) days prior written notice of such non-appropriation and the resulting termination of this Agreement. Client acknowledges that this non-appropriation provision is not intended to be used as a substitute for convenience termination nor for the purpose of replacing the Property with property or services intended to perform substantially similar functions. Client, therefore, agrees to the extent permitted by applicable law (i) not to utilize these non-appropriation provisions for such purposes and (ii) if this Agreement is terminated because of non-appropriation of funds, not to purchase, lease, rent, or otherwise acquire property or services which are intended to perform substantially similar functions as those provided by the Property during the fiscal year following termination of this Agreement. 1.13. Entire Agreement. This Agreement represents the entire agreement of Client and Tyler and supersedes any prior agreements, understandings and representations, whether written, oral, expressed, implied, or statutory. Client hereby acknowledges that in entering into this Agreement it did not rely on any representations or warranties other than those explicitly set forth in this Agreement. 1.14. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the Client’s State of domicile. 1.15. 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. Client represents and warrants that funds are appropriated and/or arrangements have been made with a third party financier. Both persons executing this Agreement have been duly authorized and empowered to enter into this Agreement. 1.16. Subscription Services. For as long as a current subscription agreement is in effect, Tyler shall provide Client access to the Tyler Software Products then-licensed by Client in accordance with Tyler’s then-current Service Level Agreement. The current Service Level Agreement is attached to this Agreement.

Contract ID# 2014-0060 Tyler Technologies, Inc. and the Town of Oak Island, NC

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PROFESSIONAL SERVICES

2.1. Services Provided. Tyler shall provide some or all of the following services to Client, as evidenced in the attached Investment Summary:

2.1.1. Installation as described in the Investment Summary; 2.1.2. Conversion of Client’s existing data as set forth in the Investment Summary. Client is responsible for reading and complying with Tyler’s Conversion Statement.

2.1.3. Training/Implementation as set forth in the Investment Summary. 2.2. Verification Testing of the Software Products. 2.2.1. At the Client’s request, within thirty (30) days after the Subscription site has been setup for the Client, Tyler will test the software products in accordance with Tyler’s standard verification test procedure. Demonstration shall constitute Client’s verification that the software products substantially comply with Tyler’s current specifications for the most current version of the software products and functional descriptions of the software found in Tyler’s written proposal to Client. Additional fees would apply to Client if this option is chosen.

2.2.2. At its option, Client may perform Client’s own defined internal validation process to test the software to substantially comply with Tyler’s current specifications for the most current version of the software products and functional descriptions of the software found in Tyler’s written proposal to Client. Such validation test shall constitute Client’s verification.

2.2.3. Notwithstanding anything contrary herein, Client’s use of the software products for its intended purpose, or Client’s live processing, shall constitute Client’s verification of the software products, without exception and for all purposes.

2.2.4. Verification or validation, by Client, that the software products substantially comply with Tyler’s current specifications for the most current version of the software products and functional descriptions of the software found in Tyler’s written proposal to Client shall be final and conclusive, except for latent defect, fraud, and such gross mistakes that amount to fraud. In the event said verification becomes other than final, or becomes inconclusive, pursuant to this paragraph, Client’s sole right and remedy against Tyler shall be to require Tyler to correct the cause thereof.

2.2.5. Tyler shall correct any functions of the software products which failed the standard verification testing or failed to comply with Tyler’s current specifications for the most current version of the software products and functional descriptions of the software found in Tyler’s written proposal to Client. If Client has made modifications to the software programs, Tyler will not make such corrections, unless such modifications were specifically authorized in writing by Tyler. Contract ID# 2014-0060 Tyler Technologies, Inc. and the Town of Oak Island, NC

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2.3. Professional Services Fees. 2.3.1. Notwithstanding specific prices to the contrary identified in the Investment Summary, all services will be invoiced in hourly increments as delivered, plus travel and other expenses, plus a 10% travel processing fee. Client agrees to pay Tyler for the actual amount of training provided. Client acknowledges that the Investment Summary represents only an estimate of time required to complete all phases of this Agreement.

2.3.2. Upon the completion of each service day, or group of days, Tyler will present a Daily Log. Client’s Project Manager will sign the report indicating acceptance of the service day(s) and its subsequent billing, or noting reasons for Client’s non-acceptance of such. This acceptance is final.

2.3.3. Client is not charged for travel time to and from the Client’s site. Only time spent on-site is billed as training time, with the exception of those cases in which the Client requires the Tyler trainer(s) to travel on the weekend, in which case Client will be billed for weekend travel time at a rate of $500 per weekend day.

2.3.4. If Client travels to Tyler location for training, then Client agrees to pay all expenses related to transportation of Client’s employees.

2.3.5. Payment is due within thirty (30) calendar days of invoice. 2.4. Training Environment. If training is being conducted at the Client’s site, the Client is responsible

for providing a productive environment to conduct training. Tyler is not responsible for its inability to conduct training or for inadequate training arising due to interruptions and/or unavailability of Client personnel to be trained. Time spent on-site by Tyler that results in nonproductive training time beyond Tyler’s control will be billed as training time. Tyler will make reasonable efforts to schedule training on dates requested by the Client. Trainers will be on-site approximately noon Monday through noon Friday. This allows appropriate travel time to and from the Client’s site.

2.5. Site Requirements. 2.5.1. 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 herein.

2.5.2. Tyler currently utilizes “Go To Assist” as a secure commercial PC to PC remote connectivity tool to provide remote maintenance services. Client shall maintain for the duration of the Agreement a high-speed Internet connection capable of connecting to Client’s PC's and server. As a secondary connectivity tool to the Tyler Servers, Tyler will install a third party secure unattended remote connectivity program which is currently Bomgar. Client will need to provide Tyler a login account with local administrative privileges to the Tyler

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Servers. Tyler requires that Client also maintain an alternate remote connectivity method (including VPN, if necessary) for backup connectivity purposes. Tyler, at its option, will use the connections to assist with problem diagnosis and resolution.

2.6. Project Management. Client agrees to designate in writing a primary contact (the “Project Manager”) to represent Client and help coordinate Client’s personnel during the design, development, installation, training and maintenance of the system. The Project Manager shall have the authority to amend delivery schedules, seek additional services hours, and authorize other changes to this Agreement.

2.7. Additional Services. Services utilized in excess of those set forth in the Investment Summary and additional related services not set forth in the Investment Summary will be billed at Tyler’s then current market rate for the service as they are incurred. Travel and other expenses, plus a 10% travel processing fee will be billed as delivered.

2.8. Limitation of Liability. Tyler shall not be liable for inaccurate data in Tyler’s application software

which is the result of conversion of inaccurate data from the previous system. Tyler’s liability for damages arising out of this Professional Services Agreement, whether based on a theory of contract or tort, including negligence and strict liability, shall be limited to the professional service fees identified in the Investment Summary. The Client shall not in any event be entitled to, and Tyler shall not be liable for, indirect, special, incidental, consequential or exemplary damages of any nature. The professional service fees set forth in the Investment Summary reflect and are set in reliance upon this allocation of risk and the exclusion of such damages as set forth in this Professional Services Agreement.

2.9. Termination and Cancellation. In the event of cancellation or termination of this Professional Services Agreement, whether for cause or non-appropriation, Client will make payment to Tyler for all services and expenses delivered or incurred prior to the termination or cancellation of this Professional Services Agreement.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the dates set forth below. Town of Oak Island, NC

Tyler Technologies, Inc.

By:

Name:

Title:

Date:

Contract ID# 2014-0060 Tyler Technologies, Inc. and the Town of Oak Island, NC

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Exhibit 1

Investment Summary Ms. Bonnie Schwerd Town of Oak Island

Contract ID # : Prepared for:

Town of Oak Island

Contact Person: Address:

Ms. Bonnie Schwerd 4601 E. Oak Island Dr. Oak Island, NC 28465 (901) 201-8016

Phone: Fax: Email:

2014-0060

Issue Date:

3/14/14

Sales Rep:

B. Reynolds

[emailprotected] Tax Exempt:

Upon Delivery

Product, Service & Equipment

Total Subscription Fees Total Cash Collection Hardware Total Hosted (Online) Applications

As Progress Occurs

Yes / No

Annual Fees

Totals

58,788

5,055

939

800

4,200

Total Professional Services Implementation Project Management Data Conversion

77,220 2,500 49,440

Annual Services Tyler On Demand - Tyler U

1,500

Totals

64,643

129,160

193,803

65,427

Please Note: Travel expenses will be billed as incurred.

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Subscription Summary Ms. Bonnie Schwerd Town of Oak Island March 14, 2014

Investment Summary Professional Services & Hardware

Cost

Implementation Services Professional Services Data & Conversion Assistance Fees Tyler On-Demand Setup Fee

77,220 2,500 49,440 800

Services

129,960

Estimated Travel Expenses 38,881 ** Note: Travel expenses are billed as incurred based on Federal IRS per diem standards.

Subscription - Hosted Length of Agreement Annual Subscription Fee Annual User Fee Tyler On-Demand Cash Collection Hardware Maintenance

Annual Fees 4 Years - 48 Months

38,628 20,160 6,500 939

Summary

66,227

**Note: Additional users may be added at any time at the per user rate of $480 per year.

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Software Licenses Ms. Bonnie Schwerd Town of Oak Island March 14, 2014 Application Software Incode Financial Management Suite Core Financials (General Ledger, Budget Prep, Bank Recon, Accounts Payable) GASB MSDE Module with Adjustments and Reporting Positive Pay Purchasing Fixed Assets Project Accounting Financial Consulting Services Incode Personnel Management Suite Personnel Management Employee Self Service (Number of FTE Employees) (Employee Portal) Personnel Management Consulting Service Payroll - Electronic Time Clock Import (Generic) Incode Customer Relationship Management Suite Utility CIS System Utility Payment Import Third Party Printing Interface Fee Utility Handheld Meter-Reader Interface Cashiering (Support Credit/Debit Cards via ETS, PCI Compliant) Work Orders Miscellaneous Accounts Receivable Special Assessments Incode Property Tax Management Property Tax Management Annual Tax File Import Utility

QTY

Hours

Estimated Services

7,920

1 1 1 1 1

3,080

28 16 12 16

3,080 1,760 1,320 1,760

1 100

72 30

7,920

16 N/A

1,760 Included

1 1 1 1 1

90 Included Included Included 12

9,900 Included Included Included 1,320

1 1 1

54 16 24

5,940 1,760 2,640

1 1

32 8

3,520 880

18,920

9,680

25,960

Energov Product Suite

18,480

Permitting & Land Management Permitting & Inspections

8,800

License & Regulatory Management License Management

4,400

Customer Relationship Management Code Enforcement

2,640

8 8 8

880 880 880

System Extensions Customer Portal Permitting & Inspections Licensing GIS Server

Estimated Services

Page 3

Software Licenses Ms. Bonnie Schwerd Town of Oak Island March 14, 2014 Application Software

QTY

Hours

Estimated Services

Incode Content/Document Management Suite Incode Printing and Reporting Solutions Standard Forms Package (4 Overlays for Financials, 5 Overlays for CRM, 1 Logo) Output Director Output Director (Base Engine, Print Output Channel, Tyler Content Management Output Channel, Email Output Channel) Content Management Tyler Content Manager Standard Edition (TCM SE)

Estimated Services 4,180

Included

880

3,300

(Unlimited Full & Retrieval Licenses, Multiple Scan Stations, Advanced OCR, Content Manager for Incode Applications) Professional Services Project Management

Incode Application Subtotal Professional Services

Application and System Software Total

2,500 2,500

732

77,220 2,500

79,720

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Professional Services Ms. Bonnie Schwerd Town of Oak Island March 14, 2014 Conversion Services

Programming Fee

Hours

Estimated Services

3,000

880

1 1

1,250 2,500 2,000

4 8 4

440 880 440

2,500 1,500

8 4

880 440

3,000

3,080

6,000

28.0

3,080

2,000

2.0

220

3,000

8.0

1,000

3,000

8.0

880

1,500 1,500 1,500 3,000

4.0 8.0 4.0 8.0

440 880 440 880

1,500 3,250

8.0 20.0

880 2,200

QTY

Financial Applications General Ledger - Chart of Accounts - Budget (2 years) - Summarized History (2 years) Summarized History/Budget - Additional Year Transaction History - 3 yrs. Accounts Payable - Vendor Master Info, address, primary contact - 1099 Balances (current year) Detailed History -(payable, payable items, distribution) - 3 yrs. Fixed Assets

Conversion Fee 16,710

- Assets information with improvements, totals only, no history) Personnel/Payroll Applications Personnel Management/Payroll

6,080

- Basic Employee Information - employee master, address, primary contact, standard dates (i.e. hire, birth, termination, leave), standard phones (work, home, cell), current direct deposit, current position, retirement, employee deductions, employee taxes - Current Year Leave Balances - Current Year detailed employee pay history - paycheck earnings, earning distribution, deductions and taxes OR current year quarterly summarized history Utility Billing / Property Taxes Utility - CIS - Contacts/Properties/Accounts - Service meter info - meter inventory - Transaction/Consumption/Read History (2 Years) - Metered services (1 metered service) - Non-Metered service (up to 2 services) Bank code, drafts, deposits Property Taxes Master Files, YTD Balances, History Permitting & Licensing Permits & Inspections - Permit Master (includes contacts & properties) Contractors Inspections Transactions Licensing - License Master (includes contacts & properties) Transactions (2 years + current) Code Enforcement - Incidents (includes property & contact info)

Preferred Client Conversion Programming Discount 25%

Conversion Services Total

15,300

21,850

(10,500)

49,440

Note: Financial data conversion consists of current year plus 2 years history. Utility Billing conversion data consists of current year plus 2 years history.

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Cash Collection Hardware Ms. Bonnie Schwerd Town of Oak Island March 14, 2014

Misc. Hardware and Network Equipment

QTY

Cash Collection All TM-H6000IV printers include PS-180 power supply, ribbon, USB Cable and 50 roll case of paper Epson TM-H6000IV Thermal Receipt Printer - Black, USB NEW 3 Media Plus Automated Cash Drawer -Black NEW (INCODE) 3 Symbol LS2208 Bar Code Scanner w/ intellistand NEW 3 Mag Stripe Reader - V8,V9,PS,V.X 3

Price Maintenance

3,150 600 1,050 255

609 120 210

Hardware & System Software Subtotal

5,055

939

Hardware and System Software Total

5,055

939

Maintenance Source

INCODE - 12 mos warranty INCODE - 12 mos warranty INCODE - 12 mos warranty

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Hosted Applications Ms. Bonnie Schwerd Town of Oak Island March 14, 2014 Service

QTY

Charges

Initial Year

Annual Fee

800

2,500

0.04

/month

1,200

250

/month

3,000

5,000

4,200

Citizen Portal One Time Setup Fee - Hardware Configuration - DNS registration INCODE Utility Billing On-Line Component Utility Billing Online (4 cents per bill, per month) - Data extraction and storage - Display of: • Current status (late, cut off etc) • Action needed to avoid penalty • Current Balance • Deposits on file (optional) • Last payment date • Last payment amount • Payment arrangements on file • Last bill amount • Last bill date • Bill due date • Contracts on file and status • Transaction history

- Address information including • Mapping • Legal description* • Precinct* • School district* • Services at address * - Subject to data availability - Consumption history by service, including graphs - Request for service (optional) - Information change request (optional) - Security - SSL (Secure Socket Layer)

- Online Payments • Payment packet is created to be imported to Utility System NOTE: Customer pays $1.25 fee per transaction for payment on-line.

INCODE Property Tax Online Component Monthly support/maintenance fee - Display of all parcels unpaid and paid - Display of address, parcel #, Owner, Tax Year and Receipt Number - Security -- SSL (Secure Socket Layer) - Payment Processing - Credit Card • Payment packet is created to be imported to Cashiering System NOTE: Customer pays $3.50 fee per transaction for payment on-line.

Hosted Applications Total

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Tyler On Demand - Tyler U Ms. Bonnie Schwerd Town of Oak Island March 14, 2014 Service

Annual Fee

Tyler On Demand - Tyler U Tyler U Subscription

1,500

- E-learning courses available for all employees during the subscription period - Unlimited access to hundreds of e-learning courses spanning the entire suite of Tyler applications - Unlimited access to on-demand Continuing Professional Education credit courses certified by NASBA standards - Unlimited access to Government compliance courses such as HIPAA Compliance, Red Flag Rules, and Workplace Harassment Prevention - Available 24/7 - New courses created continually

Tyler Technologies, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

Tyler Online Training Center Total

1,500

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Exhibit 2 Tyler Business Travel Policy 1. Air Travel A.

Reservations and Tickets

Tyler’s Travel Management Company (TMC) will provide an employee with a direct flight within two hours before or after the requested departure time, assuming that flight does not add more than three hours to the employee’s total trip duration and the fare is within $100 (each way) of the lowest logical fare. If a net savings of $200 or more (each way) is possible through a connecting flight that is within two hours before or after the requested departure time and that does not add more than three hours to the employee’s total trip duration, the connecting flight should be accepted. Employees are encouraged to make reservations far enough in advance to take full advantage of discount opportunities. A seven-day advance booking requirement is mandatory. When booking less than seven days in advance, management approval will be required. Except in the case of international travel where a segment of continuous air travel is scheduled to exceed six hours, only economy or coach class seating is reimbursable. B.

Baggage Fees

Reimbursem*nt of personal baggage charges are based on the trip duration as follows: •

Up to five days = one checked bag

•

Six or more days = two checked bags

Baggage fees for sports equipment are not reimbursable. 2. Ground Transportation A.

Private Automobile

Mileage Allowance-Business use of an employee’s private automobile will be reimbursed at the current IRS allowable rate, plus out of pocket costs for tolls and parking. Mileage will be calculated by using the employee's office as the starting and ending point, in compliance with IRS regulations. Employees who have been designated a home office should calculate miles from their home. B.

Rental Car

Employees are authorized to rent cars only in conjunction with air travel when cost, convenience and Page 1

the specific situation require their use. When renting a car for Tyler business, employees should select a “mid-size” or “intermediate” car. “Full” size cars may be rented when three or more employees are traveling together. Tyler carries leased vehicle coverage for business car rentals; additional insurance on the rental agreement should be declined. C.

Public Transportation

Taxi or airport limousine services may be considered when traveling in and around cities or to and from airports when less expensive means of transportation are unavailable or impractical. The actual fare plus a reasonable tip (15-18%) are reimbursable. In the case of a free hotel shuttle to the airport, tips are included in the per diem rates and will not be reimbursed separately. D.

Parking and Tolls

When parking at the airport, employees must use longer term parking areas that are measured in days as opposed to hours. Park and fly options located near some airports may also be used. For extended trips that would result in excessive parking charges, public transportation to/from the airport should be considered. Tolls will be reimbursed when receipts are presented. 3. Lodging Tyler’s TMC will select hotel chains that are well established, reasonable in price and conveniently located in relation to the traveler's work assignment. Typical hotel chains include Courtyard, Fairfield Inn, Hampton Inn and Holiday Inn Express. If the employee has a discount rate with a local hotel, the hotel reservation should note that discount and the employee should confirm the lower rate with the hotel upon arrival. Employee memberships in travel clubs such as AAA should be noted in their travel profiles so that the employee can take advantage of any lower club rates. “No shows” or cancellation fees are not reimbursable if the employee does not comply with the hotel’s cancellation policy. Tips for maids and other hotel staff are included in the per diem rate and are not reimbursed separately. 4. Meals and Incidental Expenses Employee meals and incidental expenses while on travel status are in accordance with the federal per diem rates published by the General Services Administration. Incidental expenses include tips to maids, hotel staff, and shuttle drivers and other minor travel expenses. Per diem rates range from $46 to $71. A complete listing is available at www.gsa.gov/perdiem. A.

Overnight Travel

For each full day of travel, all three meals are reimbursable. Per diems on the first and last day of a trip are governed as set forth below. Page

Departure Day Depart before 12:00 noon

Lunch and dinner

Depart after 12:00 noon

Dinner

Return Day Return before 12:00 noon

Breakfast

Return between 12:00 noon & 7:00 p.m.

Breakfast and lunch

Return after 7:00* p.m.

Breakfast, lunch and dinner

*7:00 is defined as direct travel time and does not include time taken to stop for dinner The reimbursem*nt rates for individual meals are calculated as a percentage of the full day per diem as follows:

•

Breakfast

15%

•

Lunch

25%

•

Dinner

60%

Same Day Travel

Employees traveling at least 100 miles to a site and returning in the same day are eligible to claim lunch on an expense report. Employees on same day travel status are eligible to claim dinner in the event they return home after 7:00* p.m. 5. Entertainment All entertainment expenses must have a business purpose; a business discussion must occur either before, after or during the event in order to qualify for reimbursem*nt. The highest-ranking employee present at the meal must pay for and submit entertainment expenses. An employee who submits an entertainment expense for a meal or participates in a meal submitted by another employee cannot claim a per diem for that same meal. 6. Internet Access – Hotels and Airports Employees who travel may need to access their e-mail at night. Many hotels provide free high speed internet access and Tyler employees are encouraged to use such hotels whenever possible. If an employee’s hotel charges for internet access it is reimbursable up to $10.00 per day. Charges for internet access at airports are not reimbursable.

Effective April 1, 2012 Page

WEB SERVICES - INTERNET BASED PRODUCTS SUBSCRIPTION AGREEMENT

THIS AGREEMENT is effective as of the date of acceptance set forth at the end hereof, and is by and between Tyler Technologies, Inc., hereinafter referred to as “Tyler” and the party signing this agreement as the “Subscriber”. 1.

DEFINITIONS Tyler Web Services Tyler Web Services are designed to enable Subscriber to easily establish a presence on the Internet. Tyler Web Hosting and Design is composed of the Tyler Web Hosting and Design Publishing Component and other miscellaneous components. These components may be used independently or in conjunction with each other. Tyler Utility Billing On-Line The Tyler Utility Billing On-Line Component allows the Subscriber to make available certain information from their Tyler Utility Billing System to citizens with Internet access. This information is posted to Subscriber’s web site, which is hosted on Tyler’s web server. With the proper security clearance, citizens with Internet access have access to the data which can include: Consumption information, service level information, requests for service, accounting information and the opportunity to pay their Utility Bill over the Internet using a credit card. Tyler Property Tax On-Line The Tyler Property Tax On-Line Component allows the Subscriber to make available certain information from their Tyler Property Tax System to citizens with Internet access. This information is posted to Subscriber’s web site, which is hosted on Tyler’s web server. With the proper security clearance, citizens with Internet access have access to the data which can include: parcel number, receipt number, tax amount due, and the opportunity to pay the Property Tax over the Internet using a credit card.

AGREEMENTS 2.1.

TERM. Subscriber must return an executed copy of this Agreement to Tyler within 90 days from the issue date. Thereafter, the Agreement will be voided and is subject to change. Subject to the limitations of this Section 1, and unless otherwise provided for in this Agreement, the term of this Agreement shall commence as of the effective date and shall continue for three (3) years. The term shall thereafter be automatically extended in separate consecutive periods of twelve (12) months duration unless either party gives written notice to terminate. Notice to terminate must provide at least sixty (60) day notice of said intent. In the event that the Subscriber fails to pay any amount payable to Tyler hereunder, when due, or fails to comply with any other provision of this Agreement, Tyler may terminate the Subscriber’s rights by written notice to that effect to the Subscriber. Tyler may, by written notice to the Subscriber, terminate its obligations under this Agreement in the event that

Contract ID# 2014-0060 Tyler Technologies, Inc. and the Town of Oak Island, NC

Page 1

Tyler, for whatever reason, ceases to host Subscriber’s Web Site. A termination of the Subscriber’s rights under this Agreement shall not terminate any of the parties’ rights under this Agreement to receive or hold amounts rightfully owing to the respective party pursuant to the terms of this agreement or to enforce the intellectual and proprietary rights in the Tyler concept, web site, software, and technology. Upon termination or non-renewal of this agreement, the parties shall each promptly account for all due but unpaid amounts hereunder. If Subscriber wishes to terminate before the stated term expires, Subscriber must give sixty (60) days written notice in order not to incur termination costs of $1,050.00. Please also see section entitled “TERMINATION” in this Agreement. 2.2.

Nature of Web Site. Tyler shall maintain a web site accessible over the Internet, for Subscriber. This web site shall contain both static information pages, non-static interactive pages as well as payment function pages. The web site shall allow a citizen with Internet access to view relevant data provided by Subscriber. This data may include certain data elements from Subscriber’s Tyler Software System. This web site shall be equipped to accept payment of amounts owed to Subscriber, via Secured Socket Layer (SSL) encryption and credit card or debit card charge.

2.3.

Data Procurement. Tyler must host the components and services listed in the Investment Summary of this Agreement. The Subscriber will be required to setup a merchant account with Electronic Transaction System Corporation or authorized.net for the sole use of Tyler Web Service transactions. The merchant account must be setup to fund to the Subscriber bank account. All fees for the merchant account will be paid by Subscriber. Subscriber will be required to install and run Tyler Web Services in order for the Tyler On-Line application to access and transfer the necessary data from the Subscriber’s primary software system, to Tyler’s web server. The transfer will occur on a real time basis. Additionally, certain information, such as payment information, must be conveyed to Subscriber. Tyler will assume responsibility for transferring such information back to Subscriber on a regular basis. Tyler Web Services requires a dedicated IP address. Assignment of dedicated IP address is the sole responsibility of Subscriber.

2.4.

LICENSED SOFTWARE OWNERSHIP. Subscriber agrees that Tyler possesses exclusive title to and ownership of the Tyler Software. a. Subscriber agrees that Subscriber acquires neither ownership nor any other interest in the Tyler Software, except for the right to use and possess the Tyler Software in accordance with the terms and conditions of this Agreement. b. All rights not expressly granted to Subscriber in this Agreement are retained by Tyler. c. Subscriber agrees that Tyler Software including, but not limited to, systems designs, programs in source and/or object code format, applications, techniques, ideas, and/or know-how utilized and/or developed by Tyler are and shall remain the exclusive property of Tyler. Subscriber agrees that the Tyler Software consists of Tyler's trade secrets. Tyler shall retain all copyrights in the Tyler Software, whether published or unpublished. d. Tyler agrees that all data provided to Tyler for the purposes of generating the web site shall remain the property of Subscriber. Should Subscriber terminate the Internet Services in good standing and in accordance with the termination provisions of this

Contract ID# 2014-0060 Tyler Technologies, Inc. and the Town of Oak Island, NC

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Agreement, Tyler agrees to return to Subscriber, all graphics, text documents, and data files held by Tyler. 2.5.

Subscriber MEMBERSHIP FEES. For establishing new Tyler Web Services, the Subscriber shall pay to Tyler the amounts as stated in the Investment Summary.

2.6.

INSITE FEES. Tyler may increase the INSITE per-transaction fee for online payment no more than once per year with prior written notice.

2.7.

NOT ASSIGNABLE. The rights of the Subscriber under this Agreement are not assignable without the prior written consent of Tyler. Any attempt to sublicense, assign, encumber or transfer any of the rights, duties or obligations under this Agreement by the Subscriber is void. Subject to the foregoing, this Agreement shall be binding upon and shall inure to the benefit of the parties hereto and their respective permitted assigns and successors.

2.8.

SOFTWARE MAINTENANCE. This SUBSCRIPTION AGREEMENT includes unlimited telephone support, support by communication modem, and all software upgrades, enhancements and new releases. Tyler reserves the right to change the functionality of future releases of its software and Subscriber understands that Tyler is not obligated to include specific functionality in future releases unless provided for herein.

2.9.

PARTIAL INVALIDITY. Should any provision or clause of this Agreement be held to be invalid, such invalidity shall not affect any other provision or clause hereof, which can be given effect without such invalid provision or clause.

2.10.

RESPONSIBILITY OF DATA. Tyler will assume responsibility for all data transfer, but not responsible for data accuracy.

2.11.

SITE REQUIREMENTS. a. Subscriber shall maintain a high speed internet connection (1.5mbps download AND 512kbps upload) with a static IP address and must be able to provide Tyler with IP connection to Subscriber’s network through Citrix GotoAssist, VPN, Citrix, or Microsoft Terminal Services. Tyler shall use the connection to assist with problem diagnosis and resolution. Tyler is not responsible for purchase of VPN client software license or configuration of Subscriber’s firewall settings. No wireless Internet connections allowed. b. Tyler shall provide Subscriber with remote support through the use of secure connection over the Internet connection via Citrix GotoAssist. If Subscriber will not allow access through GotoAssist, Tyler cannot guarantee support standards will be met.

2.12. PROPRIETARY INFORMATION. a. Distribution of Tyler Software. Subscriber may not sell, assign, transfer, disclose, or otherwise make available, either directly or indirectly, any object code, documentation or other material relating to the Software, in whole or in part, or any copy of the same in any form, to any other person or entity. b. Software as Trade Secret. Subscriber shall maintain the confidentiality of the Software and unless specifically authorized by Tyler or except for ordinary and necessary backup purposes, Subscriber may not make or have made any copies of the Software or any part Contract ID# 2014-0060 Tyler Technologies, Inc. and the Town of Oak Island, NC

Page 3

thereof. Subscriber shall include Tyler's proprietary notice or other legend on any copies made by Subscriber as permitted hereunder. 2.13.

WARRANTY, DISCLAIMER, LIMITATION ON LIABILITY. Tyler warrants that the Software will substantially conform to current specifications delivered by Tyler to Subscriber pursuant to this Agreement, including Tyler’s response to the Request for Proposal for six (6) months following installation; provided, however, that Tyler's warranty hereunder shall not cover or apply to any software or part thereof that is not developed or designed by Tyler. In the event that the Software is found to be defective in such respect and Subscriber notifies Tyler in writing within six (6) months after its receipt of the Software of any substantial nonconformity of the Software with such specifications, Tyler's sole obligation under this warranty is to remedy such defect within a reasonable time. THE FOREGOING WARRANTY IS EXCLUSIVE AND IS MADE IN LIEU OF ALL OTHER WARRANTIES OR REPRESENTATIONS, WHETHER EXPRESS OR IMPLIED, IN FACT OR IN LAW, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. TYLER SHALL IN NO EVENT BE LIABLE FOR DAMAGES THAT EXCEED THE AMOUNT OF THE CHARGES PAID BY SUBSCRIBER HEREUNDER FOR THE DEVELOPMENT AND LICENSE OF THE SOFTWARE. IN NO EVENT SHALL TYLER BE LIABLE FOR SPECIAL, INCIDENTAL, EXEMPLARY, INDIRECT OR CONSEQUENTIAL DAMAGES OR FOR LOSS OF PROFITS, REVENUES OR DATA, EVEN IF TYLER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

2.14. HOLD HARMLESS. Subscriber agrees that it will hold Tyler harmless against any claims, damages, liabilities, costs and expenses, including reasonable attorneys' fees, arising out of or relating to a. Subscriber's failure to implement any corrections, improvements and new releases relating to the Software, or any part thereof, b. Subscriber's unauthorized alterations to or use of the Software, or c. Subscriber's breach of any of its obligations to maintain the confidentiality of the Software or Subscriber's unauthorized copying thereof. 2.15. TERMINATION. This Agreement or any license referenced hereunder may be terminated by Tyler upon written notice to Subscriber if Subscriber performs any breach of the terms of this Agreement. At the date of termination of this Agreement, Subscriber shall promptly return to Tyler any Software, related documentation, materials and other property of Tyler then in its possession, and any copies thereof wherever located. Notwithstanding the foregoing, all provisions hereof relating to confidentiality of the Software shall survive the termination of this Agreement. 2.16. GENERAL. a. This Agreement shall be governed by the laws of Subscriber’s state of domicile and constitutes the entire Agreement between the parties hereto with respect to the Software described herein, and shall supersede all previous or contemporaneous negotiations, commitments and writings with respect to the matters set forth herein. b. All acceptances by Tyler of purchase orders and all sales by Tyler are expressly limited to and made on the basis of the terms and conditions set forth herein, notwithstanding Contract ID# 2014-0060 Tyler Technologies, Inc. and the Town of Oak Island, NC

Page 4

receipt or acknowledgment of Subscriber's order forms or specifications containing additional or different provisions, or conflicting oral representations by an agent, representative or employee of Tyler. Any such additional or different terms are hereby objected to. All acceptances by Tyler are expressly conditional on Subscriber's assent to the additional or different terms and conditions set forth in this Agreement. If these terms and conditions are not acceptable, Subscriber should notify Tyler at once.

Contract ID# 2014-0060 Tyler Technologies, Inc. and the Town of Oak Island, NC

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SERVICE LEVEL AGREEMENT 1.

AGREEMENT OVERVIEW

This Service Level Agreement (“SLA”) operates in conjunction with, and does not supersede or replace any part of, the March 14, 2014 Software as a Service agreement (the “SaaS Agreement”) between Tyler Technologies, Inc. (“Tyler”) and the Town of Oak Island, NC (“Client”) The SLA is effective as of ___________________. This SLA outlines the information technology service levels that Tyler will provide to Client to ensure the availability of the application services that the Client has requested Tyler to provide. All other Client support services are documented in the Support Call Process exhibit to the SaaS Agreement. 2.

DEFINITIONS

Attainment: The percentage of time a service is available during a billing cycle, with percentages rounded to the nearest whole number. Client Error Incident: Any service unavailability resulting from a Client’s applications, content or equipment, or the acts or omissions of any of Client’s service users or Client’s third-party providers over whom Tyler exercises no control. Defect: Any failure of the licensed software that is recognized as a "defect" under the agreement through which Client licenses the Tyler software. Downtime: Those minutes during which the software products set forth in the SaaS Agreement are not available for any type of Client use. Downtime does not include those instances in which only a Defect is present. Force Majeure: An event beyond the reasonable control of Tyler, including governmental action, war, riot or civil commotion, fire, natural disaster, or any other cause which could not with reasonable diligence be foreseen, controlled, or prevented by the party. Service Availability: The total number of minutes in a billing cycle that a given service is capable of receiving, processing, and responding to requests, excluding maintenance windows, Client Error Incidents and Force Majeure. 3.

SERVICE AVAILABILITY

The Service Availability of Tyler’s applications is intended to be 24/7/365. Tyler sets Service Availability goals and measures whether it has met those goals by tracking Attainment.

Page

3.1. Client Responsibilities Whenever a Client experiences Downtime, that Client must make a support call according to the procedures outlined in the Support Call Process exhibit. The Client will receive a support incident number. To track attainment, the Client must document, in writing, all Downtime that it has experienced during a billing cycle. The Client must deliver such documentation to Tyler within 30 days of a billing cycle’s end. The documentation the Client provides must evidence the Downtime clearly and convincingly. It must include, for example, the support incident number(s) and the date, time and duration of the Downtime(s). 3.2. Tyler Responsibilities When Tyler’s support team receives a call from a Client that a Downtime has occurred or is occurring, Tyler will work with the Client to identify the cause of the Downtime (including whether it may be the result of a Client Error Incident or Force Majeure). Tyler will also work with the Client to resume normal operations. Upon timely receipt of a Client’s Downtime report, outlined above in Section 3.1, Tyler will compare that report to Tyler’s own outage logs and support tickets to confirm that a Downtime for which Tyler was responsible indeed occurred. Tyler will respond to a Client’s Downtime report within 30 day(s) of receipt. To the extent Tyler has confirmed Downtime for which Tyler is responsible, Tyler will provide Client with the relief set forth below. 3.3. Client Relief When a Service Availability goal is not met due to confirmed Downtime, Tyler will provide the affected Client with relief that corresponds to the percentage amount by which that goal was not achieved, as set forth in the Client Relief Schedule below. Notwithstanding the above, the total amount of all relief that would be due under this SLA will not exceed 5% of the fee for any one billing cycle. Issuing of such credit does not relieve Tyler of its obligations under the SaaS Agreement to correct the problem which created the service interruption. A correction may occur in the billing cycle following the service interruption. In that circ*mstance, if service levels do not meet the corresponding goal for that later billing cycle, Client’s credits will be doubled. Every billing cycle, Tyler will compare confirmed Downtime to Service Availability. In the event actual Attainment does not meet the targeted Attainment, the following Client relief will apply:i

Page

Targeted Attainment

Actual Attainment

Client Relief

100%

98-99%

Remedial action will be taken.

100%

95-97%

4% credit of fee for affected billing cycle will be posted to next billing cycle

100%

Administration > File Definitions > Time Clock Import Definition This screen allows the user to define how the imported file is structured. The file can be a fixed width text file or a delimited file. Required File Layout Columns  Employee Number/Code  Position (option to always use primary position)  Pay Code  Rate Code (option may be to use the default rate off the position)  Units Optional File Layout Columns  Date of Units  Project Account Key (Override)  Pay Amount (Override)  Rate (Override)

General Tab

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Attachment D - Standard Interfaces - Page 8 of 16

Code and Description Used to identify this definition in the import process. File Layout Fixed Width or Delimited. If delimited is selected, the Delimited By drop down is enabled. Delimited By

When Delimited is selected as the file layout, then  Pipe |  Comma ,  Tab

# Records to Skip

The number of records at the top of the file to skip before the time records begin.

Default File Location

This represents the location of the file created from the time clock software. This is a default and can be overridden in the import step.

Use Employee Primary Position

If selected, the primary position for ALL employees will be used and the position code does not need to be included in the file.

Mapping Options

Mappings are used if a value in the table does not match the associated value in the V.X software. For example, if the employee number is SMITHR2 in the time clock software and EMP00023 in V.X, then a mapping would need to be set up between SMITHR2 and EMP00023. If the values between the time clock software and V.X are EXACTLY the same, then no mapping needs to be defined.  Employee Code  Position Code  Project Account Key  Pay Code  Rate Code In addition, a unique Pay Code/Rate Code can be mapped to the same code within the time clock software. Depending on the functionality available within the time clock software, this type of mapping may be a necessity. If Map Pay Codes & Rates has been selected, then user cannot select the individual Map Pay Codes and Map Rates options.

Exclude Specific Pay Codes The user has the option of ignoring the time clock information for specific pay codes when the interface occurs. Many time clock software packages allow users to track information that may not be relevant to payroll processing. For these instances, the user can select this checkbox and define those pay codes (within the Excluded Pay Codes view) that will be ignored during the transfer of time clock information.

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Attachment D - Standard Interfaces - Page 9 of 16

File Layout Tab

Field

Select the field that will be included in the file created in the time clock software. Options are:  Date of Units - Date of units is only relevant for leave types of pay within the V.X payroll process. If the time record includes a leave type of pay code and they don’t provide a date, then V.X will assume the pay period ending date of the payroll packet being transferred into.  Employee Number – Employee number or code of the employee whose time is being transferred. This field must be included in the layout.  Pay Amount – If this field is included in the file, then this information will override any calculated amount (rate from rate code multiplied by units). In addition, if the pay code associated with this time is defined as a manual type of pay code and only tracking amounts OR if the pay code is based on the percentage of another pay code, then the pay amount cannot be used to override the calculated amount and will be ignored during the transfer process.  Pay Code – The pay code represents that type of pay an employee time is being associated to. For example, Hourly, Salary, Overtime, Vacation, Sick, etc. This field must be included in the layout.  Position – The position code represents the type of job an employee time is being associated to. For example, City Manager, Teacher, Lifeguard, etc. This field must be included in the layout.  Project Account Key– If present in the file, then this information will override any project account key that may be defined within the Position Rate.  Rate – If present in the file, then this information will override the rate from the position. In addition, if the rate code is defined to NOT allow overrride OR if the pay code is based on the percentage of another pay code, then the rate cannot

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Attachment D - Standard Interfaces - Page 10 of 16



Field Number Entire Field

Start Position

Length

Date Format

be used to override the rate code and will be ignored during the transfer process.. Rate Code – The rate code represents the rate that the employee will be paid for the units being transferred. The rate code is defined within a rate class that is associated to a position. If the combination mapping is being utilized for this file (Map Pay Codes and Rates is checked in the General tab), then this field would not be required. Otherwise, this field must be included in the layout.

This field is only available when the File Layout is set to Delimited. This indicates in what order this field is located within the file. This field is only available when the File Layout is set to Delimited. If this is selected, then the value of the entire field will be used during the transfer of time. If this is not selected, then the user will utilize the Start Position and Length to determine what part of this field will be used during the transfer. This field has different meaning depending on previous settings. If the File Layout is set to Fixed Width, this indicates the position within the record where this field starts. If the Entire Field option is checked (for Delimited type of file), then the Start Position determines the starting position within the field identified by the Field Number. As with the Start Position, the Length field has different meaning depending on previous settings. If the File Layout is set to Fixed Width, this indicates how many characters the length of the field is from the Start Position. If the Entire Field option is checked (for Delimited type of file), then the Start Position determines the number of characters to be used within the field identified by the Field Number/Start Position. If Date of Units is selected as the Field, then the user has up to 10 options on how the date is formatted. Available options are:  MM/DD/YY  MM/DD/YYYY  MMDDYY  MMDDYYY  YYMMDD  YYYYMMDD  YY/MM/DD  YYYY/MM/DD  M/D/YY  M/D/YYYY

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Attachment D - Standard Interfaces - Page 11 of 16

Employee Map Tab

Employee File Value

Employee Code from V.X. Value of the Employee Code within the time clock software.

Position Map Tab

Position File Value

Position Code from V.X. Value of the Position Code within the time clock software.

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Attachment D - Standard Interfaces - Page 12 of 16

Pay Code Map Tab

Pay Code File Value

Pay Code from V.X. Value of the Pay Code within the time clock software.

Rate Map Tab

Rate Class Rate File Value

Rate Class from V.X. Rate Code within the Rate Class selected from previous field. Value of the Rate Code within the time clock software.

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Attachment D - Standard Interfaces - Page 13 of 16

Pay Code and Rate Map Tab

Pay Code Rate Class Rate File Value

Pay Code from V.X. Rate Class from V.X. Rate Code within the Rate Class selected from previous field. Value of the Pay Code/Rate Code combination within the time clock software.

Project Account Tab

Project Account File Value

Project Account from V.X. Enter the Project Account Key or select the Project Account from the lookup. Value of the Project Account within the time clock software.

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Attachment D - Standard Interfaces - Page 14 of 16

Excluded Pay Codes Tab

Pay Code

Select the Pay Codes whose associated time should not be transferred to Payroll.

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Attachment D - Standard Interfaces - Page 15 of 16

Payroll Processing Two additional steps have been added to the Payroll Process o

Select Time Clock Entries – User enters file name/location and V.X pulls in ALL time clock entries within file. This step will allow user to pick and choose what entries they want to include in payroll process. This process does NOT discern if this file has been previously used. In other words, the client could process the same Time Clock file multiple times.  Only select employees within this payroll set.

Load Time Clock Entries – This step will merge selected time clock entries into the Employee Review (with or without existing Employee Pay Base records).

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Attachment D - Standard Interfaces - Page 16 of 16

Statement of Work: Attachment E - Conversion Detail

Financial Conversion Summary This document is a summary of what is included in the standard conversion for Tyler Technologies Financial Suite. This is not a complete description; for a complete description, please refer to the Tyler Technologies Financial Data Conversion Specification document available upon request.

Client Responsibilities     

Data in Tyler’s Standard Data Layouts or approved formats Provide data definitions Provide matching reports Provide screen shots Review conversion prior to go-live

Data Conversion Each area of the financial conversion has different options depending on the level of data to be converted. Each option has a different cost associated with it. Certain options cannot be converted unless other options are purchased. Full dependencies are detailed in the Financial Data Conversion Specification document.

General Ledger Standard Conversion Includes:   

Fund and account lists Summarized history for current fiscal year plus two prior fiscal years Budgets and budget adjustments for current fiscal year plus two prior fiscal years

Additional Options:   

Additional summarized history and budgets (fee per fiscal year) Transaction history stored in Historical Legacy Views Transaction history (fee per fiscal year)

Accounts Payable Standard Conversion Includes:  

Vendor master information, address, primary contact 1099 balances provided by client for current year

Additional Options:    

Vendor notes and additional contacts Detailed history stored in Historical Legacy Views Detailed vendor invoice history, payable items and distribution (fee per fiscal year) Additional vendor sets (fee per set)

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Attachment E - Conversion Detail - Page 1 of 5

Personnel Management (Payroll and Human Resources) Standard Conversion Includes:   

Basic employee information – employee master, address, primary contact, standard dates (i.e., hire, birth, leave, termination), standard phones (i.e., work, home, cell), direct deposit, position, retirement, deductions and taxes Current year leave balances Current year detailed employee pay history such as paycheck, earnings, earning distribution, deductions and taxes OR current year quarterly summarized history

Additional Options:      

Dependent details, additional contacts, notes, additional dates (e.g., anniversaries, seniority), additional phones (e.g., spouse, fax) Direct deposit detailed history Additional payroll set (fee per set) Additional detailed employee pay history stored in Historical Legacy Views Additional years of employee pay history (fee per year) Human Resources data such as certifications, discipline, education, grievances, reviews, photos, training, and workers compensation (custom quote)

Fixed Assets Standard Conversion Includes:  

Asset information, improvements Accumulated totals, no history

Project Accounting Standard Conversion Includes:   

Open Projects, project accounts and project notes Open project account budgets Open project account detail

Inventory Standard Conversion Includes: 

Inventory items, item locations and item vendors

Applications not converted    

Work Orders Bank Reconciliation Employee Self Services/Time & Attendance Purchase Order

Custom Conversion Services The following are a few examples of items that are not included in the standard conversion and can be addressed through custom conversion services:      

Combining/splitting of GL account numbers Converting records with counts lower than 50 for Personnel Management, 100 for Fixed Assets and 250 for all other modules Cross referencing beyond Tyler Technologies’ defined standardized codes Running more than 3 standard conversions Data cleaning; including but not limited to name clean-up and data fixes Converting from multiple sources of data

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Attachment E - Conversion Detail - Page 2 of 5

  

Tyler Technologies assisting in data extraction from your existing system Tyler Technologies defining file layouts if not provided Changing configuration after sign-off

Data Extract The standard conversion includes converting from a single source of data. If data is stored in multiple databases or data is provided in multiple formats custom conversion services may be required. If unable to provide the data in Tyler’s Standard Data Layouts your data will need to be provided in one of the following formats:    

Microsoft SQL Server database Microsoft Access database Delimited ASCII text files (pipe “|” delimited is preferred) Excel spreadsheets – with flat data, not grouped like a report

The screen shots and matching reports need to be provided to Tyler Technologies at the same time as the data. To ensure the reports accurately represent the data, staff should exit the software prior to pulling the data and restrict processing of any transactions until after the reports have been generated. If the reports don’t accurately represent the data an additional data pull may be required, which could result in a delay in the schedule. It is important to understand that the conversion will not “rehabilitate” old data. The conversion process does not clean up or correct problems in old data; data is converted one for one. For example, if the current system allowed punctuation, the new software will also display data with the exact same punctuation after the conversion. If data manipulation is desired, please contact your Project Manager to assist in preparing a work order for these services.

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Attachment E - Conversion Detail - Page 3 of 5

Utility Billing Conversion Summary This document is a summary of what is included in the standard conversion for Tyler Technologies Utility Billing Suite. This is not a complete description; for a complete description, please refer to the Tyler Technologies Utility Billing Data Conversion Specification document available upon request.

Client Responsibilities     

Data in Tyler’s Standard Data Layouts or approved formats Provide data definitions Provide matching reports Provide screen shots Review conversion prior to training and go-live

Data Conversion The Utility Billing conversion has additional options that can be purchased depending on the level of data to be converted. Each option has a different cost associated with it.

Utility Billing Standard Conversion Includes:          

Utility Contact Information Utility Mailing and Billing Addresses Utility Properties Account Master Meters Transaction History – Includes current year plus 1 prior year o If the transaction history is not clean it may not be possible to convert. In this case, balances would be required to be provided by you and these would be converted in place of the detailed transactions. Services Metered – Includes 1 metered services Services Non-Metered – Includes up to 2 non-metered services Bill Compare ran against one billing cycle Standard User Defined Fields

Additional Options:       

Bank Codes and Bank Drafts ACTIVE Deposits Device Inspections Renumbering of Accounts Contracts Notes Additional Years of Transactional History (per year)

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      

Devices AMP (Average Monthly Payments) Energy Assistance Sewer Assistance Winter Average Additional Metered Services (over one) Additional Non-Metered Services (over two) Attachment E - Conversion Detail - Page 4 of 5

Not Converted:  Deposit History  Service Orders  Meter Change Outs

Custom Conversion Services The following are a few examples of items that are not included in the standard conversion and can be addressed through custom conversion services:             

Converting records with counts lower than 1000 accounts Multiple Bill Compares on multiple cycles. This will require additional “Before” and “After” billing data along with additional hours. Cross referencing beyond Tyler Technologies’ defined code tables Additional User Defined Fields Converting of compound meters Additional Contact information for Non-Utility accounts Additional Properties for Non-Utility accounts Running more than 3 standard conversions Data cleaning; including but not limited to name clean-up, parsing names/address and data fixes Converting from multiple sources of data Tyler Technologies assisting in data extraction from your existing system Tyler Technologies defining file layouts if not provided Changing configuration after sign-off

Microsoft SQL Server database Microsoft Access database Delimited ASCII text files (pipe “|” delimited is preferred) Excel spreadsheets – with flat data, not grouped like a report

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Attachment E - Conversion Detail - Page 5 of 5

Statement of Work: Attachment G - EnerGov Best Management Practice Template

EnerGov Core Implementation Template Permit Types (30)

Includes up to 30 standard permit types. Included in the 30 permits are related fees, inspections and workflows for each permit type. Typically the 30 permits types come pre-configured with the initial database installation. Minor edits can be made for naming conventions and sorting the pre-configured lists.

Plan Types (5)

Includes up to 5 Plan Case Types and related submittal list types. For example, a Building Plan Review may need Plan Submittals for each of the following: Building, Planning, Fire, Zoning departments (Submittal List).

Business License Types (40)

Includes up to 40 different Business License Types and related fees. Ex: Retail, Grocer, Restaurant

Professional License Types (20)

Includes up to 20 different Professional License Types and related fees. Ex: Building Contractor, Electrical Contractor, Plumbing Contractor

Code Case Violation Types (30)

Includes up to 30 different code case violations typically used in Code Enforcement. Ex: High grass and weeds, debris in yard

Forms

Forms will be chosen from Tyler’s standard forms packet.      

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1 Permit 1 Certificate of Occupancy 1 Site or Inspection Card 1 License renewal form 1 Business License 1 Code violation letter

Attachment G - EnerGov Best Management Practice Template - Page 1 of 1

[PDF] SUBSCRIPTION AGREEMENT - Free Download PDF (2024)

References