Board of Selectmen - 63 (02/09/2022)

TOWN OF WATERFORD
CAPITAL IMPROVEMENT PLAN
PROJECT CONSOLIDATION FORM-FY 
2023-2027
DEPARTMENT/ AGENCY: 
FINANCE
DEPT 
FUNDING | FISCAL YEAR | FISCAL YEAR | FISCAL YEAR | FISCAL YEAR | FISCAL YEAR
PRIORITY 
PROJECT NAME 
SOURCE 
2022-2023 
2023-2024 
2024-2025 
2025-2026 
2026-2027 
TOTAL
1 
MUNIS MODULE EXPANSION 
] 
150,373 
150,373
0
0
0
0
0
0
0
: 
0
0
0
0
TOTALS 
0 
150,373 
0 
0 
0 
150,373
INDEX TO FUNDING SOURCES,
1
on 
NM 
SP WN
CURRENT YEAR CAPITAL IMPROVEMENTS
UTILITY BUDGET/SEWER CAPITAL MAINTENANCE FUND
TRANSFER TO CAPITAL & NONRECURRING,
SHORT AND LONG TERM DEBT FINANCING
LoCIP
CNR UNDESIGNATED FUND BALANCE
FEDERAL/STATE GRANTS
OTHER FUNDING

TOWN OF WATERFORD
CAPITAL PROJECT REQUEST FORM
2022-2023 FISCAL YEAR REQUEST
DEPARTMENT/AGENCY 
CONTACT PERSON
FINANCE 
KIM ALLEN
PROJECT NAME 
DEPARTMENT PRIORITY
MUNIS MODULE EXPANSION 
1
DESCRIPTION AND JUSTIFICATION (describe the type, purpose & anticipated accomplishments of the project)
This project is to purchase two new MUNIS modules - Human Resources and Payroll. These modules will allow a more efficient
workflow of communciation between the HR and Finance department. The new modules will also setup the finance department for
long-Lerin implementation of more efficient systems and allow the town to reduce costs for additional separate software and service
contracts currently being utilized.
PROJECT STATUS IF IN PROGRESS
N/A
LIST OTHER PROJECTS WITHIN YOUR DEPARTMENT. OR ANOTHER DEPARTMENT-THAT WILL BE IMPACTED 
|
BY THIS REQUEST
N/A
DESCRIBE THE IMPACT ON DEPARTMENT OPERATING BUDGET (include cost estimate if applicable)
GRANT. FUNDING/OTHER FUNDING, if applicable (detailed explanation of grant/other funding, including the amount,
source of funding, status, town match, if any. Attach award letter if available)
ATTACH PLAN ESTIMATE, SERVICE AREA MAP AND/OR OTHER SUPPORTING DOCUMENTATION (if none, simply
state that in the area below)
COST/FUNDING SOURCE
APPROVED
FUNDING TO
FUNDING SOURCE 
DATE 
FY2023 
FY2024 
FY2025 
FY2026 
FY2027
Current Year Capital 
0 
150,373
Utility Budget/Sewer Cap Maint Fund
Transfer to CNR
Short/Long-term Bonds
LoCIP (detail in section 5 above)
CNR Undesignated Fund Balance
SPA 
ap B 
lowly
Federal/State Grants (detail in section 5)
Other Funding (detail in section 5 above)
TOTALS 
0 
0 
150,373 
0 
0 
0

e 
Quoted By: 
Eddie Flaherty
@,° % T ler 
Quote Expiration: 
05/14/22
©,8. L 
Quote Name: 
Town of Waterford-ERP- HCM
@ 
technologies 
Quote Description: 
HCM with ExecuTime
Sales Quotation For:
Town of Waterford
15 Rope Ferry Rd
Waterford CT 06385-2202
Phone: +1 (860) 444-5840
Tyler Software and Related Services
Description 
) 
License 
Hours 
Module Total 
Year One Maintenance
‘Human Resources Management
ExecuTime Time & Attendance - Up to 250 Employees 
1 
S 15,977 
96 
S 15,977 
S 3,195
ExecuTime Time & Attendance Mobile Access 
fi 
$ 5,075 
(0) 
$5,075 
$ 1,015
Human Resources & Talent Management 
1 
$ 15,798 
88 
S 15,798 
S 2,844
Payroll w/ESS 
1 
$ 19,629 
168 
S$ 19,629 
S 3,533
TOTAL 
S 56,479 
352 
S$ 56,479 
$ 10,587
Tyler Annual and Related Services
Description 
QTY 
Imp. Hours 
Navale rel mexe
Recurring Services
Tyler System Management Services Contract 
1 
0 
S 2,647
TOTAL: 
0 
$ 2,647
Professional Services
2021-292193-K3P8H5 
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Description 
Quantity 
Unit Price 
Extended Price 
Maintenance
Project Management 
44 
$185 
S 8,140 
$0
Conversions 
$ 5,100 
SO
Onsite Implementation 
92 
S 210 
$ 19,320 
so
Remote Implementation 
260 
$185 
S 48,100 
$o
TOTAL 
$ 80,660 
$0
Summary 
One Time Fees 
Recurring Fees
Total Tyler Software 
S 56,479 
S 10,587
Total Annual 
$0 
S$ 2,647
Total Tyler Services 
S 80,660 
SO
Total Third-Party Hardware, Software, Services 
so 
$0
Summary Total 
S 137,139 
S 13,234
Contract Total 
S 150,373
Unless otherwise indicated in the contract or anendment thereto, pricing for optional items will be held
For six (6) months from the Quote date or the Effective Date of the Contract, whichever is later.
Customer Approval: 
Date:
Print Name: 
P.O.#:
All Primary values quoted in US Dollars
Detailed Breakdown of Conversions (Included in Summary Total)
Description 
a? 
) 
Unit Price 
Unit Discount 
Extended Price
| Payroll/HR 
| 
, 
: 
|
PR Payroll - Accumulators up to 5 years 
1 
S 1,400 
$0 
S 1,400
PR Payroll - Check History up to 5 years 
1 
$ 1,200 
$o 
$ 1,200
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PR Payroll - Earning/Deduction Hist up to 5 years 
1 
5 2,500 
So 
S 2,500
TOTAL 
$ 5,100
2021-292193-K3P8H5 
Page 3

Comments
Client agrees that items in this sales quotation are, upon Client's signature or approval of same, hereby added to the existing agreement ("Agreement")
between the parties and subject to its terms. Additionally, payment for said items, as applicable but subject to any listed assumptions herein, shall conform to
the following terms:
License fees for Tyler and third party software are invoiced upon the earlier of (i) deliver of the license key or (ii) when Tyler makes such software
available for download by the Client;
Fees for hardware are invoiced upon delivery;
Fees for year one of hardware maintenance are invoiced upon delivery of the hardware;
Annual Maintenance and Support fees, SaaS fees, Hosting fees, and Subscription fees are first payable when Tyler makes the software available for
download by the Client (for Maintenance) or on the first day of the month following the date this quotation was signed (for SaaS, Hosting, and
Subscription), and any such fees are prorated to align with the applicable term under the Agreement, with rerewals invoiced annually thereafter in
accord with the Agreement.
Fees for services included in this sales quotation shall be invoiced as indicated below.
Implementation and other professional services fees shall be invoiced as delivered.
Fixed-fee Business Process Consulting services shall be invoiced 50% upon delivery of the Best Practice Recommendations, by module, and
50% upon delivery of custom desktop procedures, by module.
Fixed-fee conversions are invoiced 50% upon initial delivery of the converted data, by conversion option, and 50% upon Client acceptance to
load the converted data into Live/Production environment, by conversion option. Where conversions are quoted as estimated, Tyler will
invoice Client the actual services delivered on a time and materials basis.
Except as otherwise provided, other fxed price services are invoiced upon complete delivery of the service. For the avoidance of doubt,
where "Project Planning Services" are provided, payment shall be invoiced upon delivery of the Implementation Planning document.
Dedicated Project Management services, if any, will be invoiced monthly in arrears, beginning on the first day of the month immediately
following initiation of project planning.
If Client has purchased any change management services, those services will be invoiced in accordance with the Agreement.
Notwithstanding anything to the contrary stated above, the following payment terms shall apply to services fees specifically for migrations:
Tyler will invoice Client 50% of any Migration Fees listed above upon Client approval of the product suite migration schedule. The remaining
50%, by line item, will be billed upon the go-live of the applicable product suite. Tyler will invoice Client for any Project Management Fees
listed above upon the go-live of the first product suite. Unless otherwise indicated on this Sales quotation, annual services will be invoiced in
advance, for annual terms commencing on the date this sales quotation is signed by the Client. If listed annual service(s) is an addition to the
same service presently existing under the Agreement, the first term of the added annual service will be prorated to expire coterminous with
the existing annual term for the service, with renewals to occur as indicated in the Agreement.
Expenses associated with onsite services are invoiced as incurred.
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Tyler's quote contains estimates of the amount of services needed, based on our preliminary understanding of the scope, level of engagement, and
timeline as defined in the Statement of Work (SOW) for your project. The actual amount of services required may vary, based on these factors.
Tyler's pricing is based on the scope of proposed products and services contracted from Tyler. Should portions of the scope of products or services be
altered by the Client, Tyler reserves the right to adjust prices for the remaining scope accordingly.
Unless otherwise noted, prices submitted in the quote do not include travel expenses incurred in accordance with Tyler's then-current Business Travel
Policy.
Tyler's prices do not include applicable local, city or federal sales, use excise, personal property or other similar <axes or duties, which you are
responsible for determining and remitting. Installations are completed remotely but can be done onsite upon request at an additional cost.
in the event Client cancels services less than two (2) weeks in advance, Client is liable to Tyler for (i) all non-refundable expenses incurred by Tyler on
Client's behalf; and (ii} daily fees associated with the cancelled services if Tyler is unable to re-assign its personnel.
Implementation hours are scheduled and delivered in four (4) or eight (8) hour increments.
Tyler provides onsite training for 
a maximum of 12 people per class. In the event that more than 12 users wish to participate in a training class or more
than one occurrence of a class is needed, Tyler will either provide additional days at then-current rates for training or Tyler will utilize a Train-the-
Trainer approach whereby the client designated attendees of the initial training can thereafter train the remaining users.
Personnel Actions Forms Library includes: standard Personnel Action form - New and standard Personnel Action Form - Change.
Payroll library includes: standard PR check, standard direct deposit, standard vendor from payroll check, standard vendor from payroll direct deposit,
W2, W2c, ACA 1095B, ACA 1095C and 1099 R.
Standard Project Management responsibilities include project plan creation, initial stakeholder presentation, bi-weekly status calls, updating of
project plan task statuses, and go-live planning activities.
Tyler System Management Services is calculated at 25% of the Munis annual maintenance. There is a $2,500 minimum annual fee. Systems
Management Services are invoiced when you sign this sales quotation and are provided in accordance with the zerms of service for Tyler Systems
Management found here: https://www.tylertech.com/terms/tyler-systems-management-terms-of-service.
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