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HomeMy WebLinkAboutEnterprise Change Request #5 - Project Extension - Tigard REV 03.15 Executed_Redacted Project Change Request Client Name: Tigard,OR Contract Number: #147467&#182536 Client Project Manager: Jeanne Robson&Kevin Hoffmann Requested By(Name): Maiya Delgoda Tyler Project Manager: Jonnese Kaminski Change Req.Number: 005 Request Date: 1/25/2024 Expiration Date: 4/30/2024 Milestones Contract: (X)No Terminate Software: ( )No.Only Terminate Software Support ( )Yes (If Yes,must provide ( )Yes.Remove Software&Support updated WBS Milestones List w/ (If Yes,must provide list of the Amounts) software modules under Project Scope being terminated) SaaS Hosting: ( )No Software/Support Term n/a—no change (X)Yes Effective Date: The purpose of this form is to assess the impact of a proposed change to the project. This form is not a legal contract change order or amendment. If the change is approved, a change order or amendment will be drafted and will go through the formal approval process for the client and Tyler to execute the change. The signatures at the end of this document acknowledge the desire to move forward with a change order or amendment after a full assessment of the impacts of the change. Description of Proposed Change 1) Project extension#5—extend the following project phase timelines: o Enterprise Utility Billing(UB)-extend from April 2024 to September 2024(5 months) o Enterprise Asset Management(EAM)—extend from April 2024 to August 2024(4 months) o Enterprise Permitting&Licensing(EPL)—extend PM from April 2024 to January 2025(9 months) o Enterprise Human Resource Management(HRM)(Personnel Actions&Management Self Service)—extend from April 2024 to Nov 2024(7 months) o Engagement Management—extend from April 2024 to May 2025(12 months) 2) Provide quote for additional implementation,project&engagement management services. Refer to"Impact on Project Budget"section. 3) Project Contingency: Reallocate 14.5 days from Financial unused implementation days(#182536). With remaining 2.5 days from existing unused contingency(#182536),this will provide a total of 17 days for contingency. 4) Reallocate 3.5 days from Advanced Scheduling(#147467)implementation to EPL implementation days. Impact on Project Scope The project extension for the phase extensions will require additional implementation,project management and engagement management services. Impact on Project Schedule 1 • •••••• For more information,visit www.tylertech.com Empowering people who serve the public' ••• • tyler • technologies Phase/Task Original Start Original Finish Proposed Start Proposed Finish Date Date Date Date Enterprise Utility Billing(UB)(w/Water Dept) January 2022 March 2024 No change September 2024 Enterprise Asset Management(EAM) March 2021 April 2024 No change August 2024 Enterprise Permitting&Licensing(EPL) October 2022 April 2024 No change January 2025 Enterprise Human Resource Management April 2021 April 2024 April 2024 Nov 2024 (HRM)(Personnel Actions&Manager Self Service) Engagement Management I March 2021 April 2024 No change May 2025 Impact on Resources Additional implementation and project management services to be scheduled based on revised project schedule and resource availability. Impact on Project Budget Budget Impact Initial-Phase Go Live Implementation111 UB EAM EPL FIN(4) HRM TOTAL ImplementationEli 0 0 66.5 14.5 16 97 Existing Imp Days Unscheduled 20 3 33 29 15 91 Additional Imp Days Needed 0 0 33.5 0 1 34.5 Project Managementt21 UB EAM EPL FIN HRM TOTAL Project Managers�1 17.5 17.5 22.5 0 3.5 61 Engagement Managers3l 30 Footnotes: Implementation st1. Services planned for initial phase Go Live. Assumption is that conversion,configuration, training and testing activities have been completed on all modules within phase scope. Project Manager 121: EAM: extend from April 2024 to October 2024(6 months)=17.5 days UB: extend from April 2024 to October 2024(6 months)=17.5 EPL: extend from April 2024 to January 2025(9 months)=22.5 HRM: extend from April 2024 to November 2024(.5 days per month x 7 months)—PAF&MSS=3.5 days Engagement Manager s31: Extend from April 2024 to May 2025(12 months)=30 days Project Contingencys4j: Reallocate 14.5 days from FIN IMP unused days(#182536). With remaining 2.5 days from existing unused contingency(#182536),this will provide a total of 17 days for contingency. Post Go Live Other Services UB EAM EPL FIN HRM TOTAL Implementation[1] 0 0 6 0 6 12 Project Manager[2] 0 4.5 5 1 2.5 13 2 V.:• For more information,visit www.tylertech.com Empowering people who serve the public' ••• •• • technolog!es Footnotes: Implementation Ill Services estimated for post Go Live. Assumption is that conversion,configuration, training and testing activities have been completed on all modules within phase scope. Additional services shown are for additional support for Tigard extended roll-out. FIN: Capital Assets,ACFR,Budgeting,Vendor Access,eProcurement,Bid Management. Will use remaining unscheduled FIN imp days(14.5)—through Nov 2024 HCM: Risk Management,Talent Management—Dec 2024 to Sept 2025 EAM: Quatred,MyCivic 311&ESR(external roll-out)—Sept 2024 to May 2025 EPL: Core Community Development—Jan.2025,Licenses&Misc.Permits—Aug 2025,Civic Access/ESR —Dec.2025 Project Manager[2]: PM services for post Go Live implementation: FIN: 1 day between May 2024-November 2024=1 day HRM: 2.5 days day between Dec 2024 to Sept 2025=2.5 days EAM: 1.5 days per month for 3 months(Sept 2024-May 2025)=4.5 days EPL: 1.5 day per month for 2 months(May 2025-Dec 2025)=3 days Milestones Impact n/a Days Impact—Additional Services Phase Name Implementation Project Manager Forms Development Testing Ilnitial-Phase Go Liv Enterprise Utility Billing 0 17.5 (UB)—Initial Phase Go Live Enterprise Asset 0 17.5 Management(EAM)— Initial Phase Go Live Enterprise Permitting& 33.5 22.5 Licensing(EPL)—Initial Phase Go Live Enterprise Human 1 3.5 Resource Management (HRM)—Initial Phase Go Live Engagement Manager 30 Post-Phase Go Live Enterprise Utility Billing 0 0 (UB)—Post Phase Go Live Enterprise Asset 0 4.5 Management(EAM)— Post Phase Go Live Enterprise Permitting& 6 5 Licensing(EPL)—Post Go Live Enterprise Financial 0 1 Management(FIN)— Post-Go Live 3 • •••••• tyler For more information,visit www.tylertech.com Empowering people who serve the public' ••• •• • technolog!es Enterprise Human 6 2.5 Resource Management (HRM)—Post-Go Live TOTAL DAYS: 46.5 104 Dollars Impact—Additional Services Phase Name Implementation Project Manager Forms Development Testing 'nitial-Phase Go Live, Enterprise Utility Billing $ - $ 24,500.00 (UB)—Initial Phase Go Live Enterprise Asset $ - $ 24,500.00 Management(EAM)— Initial Phase Go Live Enterprise Permitting& $ 46,900.00 $ 31,500.00 Licensing(EPL)—Initial Phase Go Live Enterprise HRM - $ 1,400.00 $ 4,900.00 Human Resource Management—Initial Phase Go Live Engagement Manager $ 42,000.00 Post-Phase Go Live Enterprise Asset $ - $ 6,300.00 Management(EAM)— Post Phase Go Live Enterprise Permitting& $ 4,800.00 $ 7,000.00 Licensing(EPL)—Post Go Live Enterprise Financial $ - $ 1,400.00 Management(FIN)— Post-Go Live Enterprise Human $ 8,400.00 $ 3,500.00 Resource Management (HRM)—Post-Go Live SUBTOTAL$: $65,100.00 $145,600.00 TOTAL$$ $210,700.00 � �5,u„•�w 4/9/2024 gum lettolGr Client Project Manager: �.. Date: Signature Required Client Project Manager Comments Tyler Project Manager: Jonnese Xaini iski Date: 3/14/2024 Signature Required Tyler Project Manager Comments 4 • •••••• tyler For more information,visit www.tylertech.com Empowering people who serve the public' ••• •• • technolog!es Sponsorship Acceptance NOTE: No changes may be made to this project without the agreement of the Client Project Sponsor and/or Steering Committee. Submit endorsed Change Request to the Tyler Technologies Project Manager. Date Title Approved By Signature 3/27/2024 IT Director Maiya Delgoda 5> diy ntaiya VtL o a C:JJ 9C311g1.:,.,..3 4/2/2024 Finance Director Eric Kang 5> Jby C 64 3/27/2024 Interim HR Director Jennifer Curran �"°'Zf`°A`w [DocuSipin�eJ���,by .jw iv Curran. 3/27/2024 IT Project Manager Jeanne Robson ,—gzau^eati.''` jt.aiwu r'elkSe6L 3/27/2024 IT Project Manager Kevin Hoffmann °°°u5,u„e°1Zy 6.A.6In. (ke vottl,LL EAM Functional Lead Samantha Rico "°,„n5�,,.,a 3/28/2024 Dw:u5lNned DY 5 asiau,{G.a lice 3/28/2024 UB Functional Lead Darren Black s> cw ���I) MAtk 3/28/2024 EPL Functional Lead Susan Shanks r—oocusw'edw 3/27/2024 Customer Experience FL Nicole Hendrix Dw:uslprnC by 3,6..93r31,>.1411 3/27/2024 IT Functional Lead Ben Kearns r—Cw:uS$0,0 by rat , 6441t,S 5 • •••••• X For more information.visit www.tylertech.com Empowering people who serve the public' ••• • tyler • technologies