Item Coversheet
  CITY COUNCIL AGENDA MEMO
MEETING DATE: 12/16/2025
DEPARTMENT:Budget
DIRECTOR:Karen Rhodes-Whitley, Director of Budget and Research
AGENDA ITEM:Approve an Expenditure for Priority Based Budgeting System
RECOMMENDED ACTION:Approval of Expenditure

ITEM SUMMARY

To approve an expenditure for Priority Based Budgeting System for a one (1) year contract with four (4) one-year automatic renewals in the amount of $132,660 from Tyler Technologies, Inc. for the Budget & Performance Management Department; and authorizing the City Manager to execute all necessary documents. Approved

BACKGROUND

The City of Plano has embarked upon the Fiscal Road Map project whereby many aspects related to the City’s finances and budget have been examined, refined, or developed including financial policies, development of a cost recover policy, long-range financial projections, to name a few.  Part of the FRM project also includes the phase-in of a priority- based budgeting system to:

 

  • Allocate personnel costs to programs
  • Distribute non-personnel line-item expenditures across programs
  • Allocate revenue sources to their corresponding programs for full cost recover analysis
  • Evaluate program scores across mandate, reliance, demand, and alignment criteria

 

This comprehensive capability will ensure accurate financial modeling to allow for fully informed budget decisions.

 

The purchase through the sole source professional services agreement with Tyler Technologies, Inc. will allow the City’s Budget & Performance Management department to work with departments throughout the organization to better align budgets with programs that rate high in priority based on outputs of the software. Beginning in 2019, the City previously contracted with Resource X, Inc., which was bought out by Tyler Technologies, Inc., for similar priority-based programming.

 

Failure to award to Tyler Technologies, Inc. for this priority-based budgeting system will result in budget dollars not being properly aligned with priority programs.  By moving forward with this contract, this will assist the Budget & Performance Management Department and all departments across the organization to make better informed budget decisions.

 

The City is exempt from the competitive bid process for this purchase as allowed by Texas Local Government Code Chapter 252 Subchapter B Section 252.022(a)(7)(A). (City of Plano Contract No. 2026-0147-XR)

FINANCIAL SUMMARY/STRATEGIC GOALS

This request is to approve a one (1) year contract with four (4) one-year automatic renewals for Priority Based Budgeting Enterprise Software from Tyler Technologies, Inc. Funding for the initial costs will be available in the 2025-26 Technology Fund in the estimated amount of $132,660. Funding in the annual estimated amount of $108,000 for FY 2026-27 through FY 2029-30 will be available in the Technology Solutions Application Budget.  All future year expenditures will occur within Council approved appropriations.

 

Approval of this item supports the City's Strategic Plan Critical Success Factors of Excellent, Innovative, and Accountable City Government.