071B4300137.pdf

STATE OF MICHIGAN

ENTERPRISE PROCUREMENT

DTMB

320 S Walnut Street Lansing, MI 48933 P.O. Box 30026, Lansing, MI 48909

CONTRACT CHANGE NOTICE

CONTRACT SUMMARY

ERP Hosting, Managed Services, Software License and Maintenance Agreement

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

June 25, 2014 September 30, 2021 100 - 1 Year September 30, 2032

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

300 South Washington Square

East Lansing MI 48933

Patrica McCabe

303-898-1876 patricia.mccabe@cgi.com

CV0059354

CGI TECHNOLOGIES AND

SOLUTIONS INC

C O

N

TR

A C

TO

R

(517) 284-7585 schwartzr1@michigan.gov

Brandon Samuel

517-249-0439

DTMB

Ruth Schwartz DTMB samuelb@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Net 45

Change Notice Number 25 to

Contract Number 071B4300137C

DESCRIPTION OF CHANGE NOTICE

OPTION EXTENSIONLENGTH OF OPTION LENGTH OF EXTENSION REVISED EXP. DATE

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$210,871,413.00 $0.00 $210,871,413.00

DESCRIPTION

Effective July 25, 2025, this Contract is hereby amended for the following zero dollar updates:

Update Key Personnel assignments as well as update their duties.• Update required meetings.• Update Service Level Agreement Language for Standard 5 changes.• Updated Disaster Recovery Secondary Site Location only.• Update Payment table to include annual credit for removal of OpenText License.• Update Supplemental Flex Team Rate table increase as outlined in CN 14• Update Statement of Work included in CN 14• Update SIGMA 4x Upgrade Payment Schedule Table• Update Exhibit A of the CGI Technologies and Solutions Inc. Proprietary Software License Agreement (Attachment 9) to remove Actian and Open Text vendors, adding Hitachi Pentaho Data Integrator.

Update Attachment 5 (Change Notice 8 Appendix C) Bullet B Attachment size per document.•

All other terms, conditions, specifications, and pricing remain the same per contractor and agency agreement, and DTMB Central Procurement Services approval.

Michigan.gov/MiProcurement

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CHANGE NOTICE

ATTACHMENT 4: KEY PERSONNEL

Attachment 4 is hereby deleted in its entirety and replaced with the following:

The Contractor shall provide qualified resources to fill the positions listed below. All candidates must be reviewed and approved by the SIGMA Operations and Support Director before becoming active in these required roles.

Contractor Key Personnel

The following personnel have been designated as Key Personnel and are subject to the provisions of Article 2- Sections 2.062 and 2.243 covering Key Personnel and Service Level Credits.

A. On-Site Engagement Executive Contractor must identify an Engagement Executive that will be considered the Contractor’s Single Point of Contact (SPOC). This individual is expected to be available to come into the Lansing, Michigan office as mutually agreed upon. The duties of the SPOC shall include, but not be limited to:

1. Supporting the management of the Agreement

2. Facilitating dispute resolution

3. Advising the State of performance under the terms and conditions of the Agreement

4. Develops long and short term goals for meeting and improving delivery of service to the State

5. Anticipates and analyzes future problems, needs and opportunities, determines probable effects of various alternatives and recommends a course of action to obtain the desired results

6. Works closely with the Business Operations and New Development Director to ensure activities are consistent with department priorities and IT strategic plans

7. Manage and report on the discretionary services hours and budget.

8. Manage Contractor's subcontractors, if any.

9. Manage and report on the operational budget.

The State reserves the right to require a change in the current SPOC if the assigned SPOC is not, in the opinion of the State, adequately serving the needs of the State.

B. On-Site Service Delivery Lead

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The Contractor must provide a full time On-site Service Delivery Lead, who is expected to be available to come into the Lansing, Michigan office twice per month or in alignment with the state’s in-office / remote work schedule, who will serve as the Service Delivery Manager’s counterpart and have similar responsibilities. In addition, the On-Site Service Delivery Lead will serve as the onsite initial point of contact for the State on all operational matters throughout the Agreement.

The Contractor's Onsite Service Delivery Lead responsibilities include, at a minimum:

1. Work with Delivery Manager to manage defined Contractor responsibilities in this Agreement.

2. Serve as the point person for on-site operational issues.

3. Work with Delivery Manager to coordinate and oversee the day-to-day operational activities

4. Work with Delivery Manager to coordinate and oversee the hosting service desk.

5. Assess and report operational feedback and status.

6. Escalate operational issues, risks, and other concerns.

7. Review all operational deliverables and provide feedback.

8. Proactively propose/suggest options and alternatives for consideration.

9. Utilize change control procedures.

10. Prepare documents and materials.

11. Support Service Delivery Manager to conduct weekly operational update meetings.

12. Work with product engineers and delivery teams to coordinate and oversee the third-party tech stack support, if any.

13. Coordinate all break/fix for any third-party tech stack issues i.e. JBOSS.

14. Manage and coordinate annual technology plan changes.

15. Support Service Level Agreements related to Managed Services.

16. Service Delivery Manager to deliver required reports including and not limited to SOC I and SOC II Reports, Annual Technology Plan, Asset Inventory Report, Disaster Recovery Postmortem, Penetration Testing Report, etc. as identified in Exhibit F: Required Reports.

17. Evaluate and make recommendations related to application and environment performance i.e. cycle analysis.

C. Delivery Executive The Contractor must provide a Delivery Executive. The Delivery Executive will be the On-Site Engagement Executive’s counterpart and will have

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D. Service Delivery Manager The Contractor must provide a Service Delivery Manager (SDM). The Service Delivery Manager will manage the delivery of the Services and will serve as the initial point of contact for the State on all operational matters throughout the Agreement.

1. Manage all defined Contractor responsibilities in this Agreement.

2. Serve as the point person for all operational issues.

3. Coordinate and oversee the day-to-day operational activities.

4. Coordinate and oversee the hosting service desk.

5. Assess and report operational feedback and status.

6. Escalate operational issues, risks, and other concerns.

7. Review all operational deliverables and provide feedback.

8. Proactively propose/suggest options and alternatives for consideration.

9. Utilize change control procedures.

10. Prepare project documents and materials.

11. Conduct weekly operational update meetings.

12. Manage Steady State Team reporting to Onsite Engagement Executive with a dotted line to Delivery Executive.

13. Coordinate and oversee the third-party tech stack support, if any.

14. Coordinate all break/fix for any third-party tech stack issues i.e. JBOSS.

15. Manage and coordinate annual technology plan changes.

16. Manage and report on the Service Level Agreements related to Managed Services.

17. Manage and deliver required reports including and not limited to SOC I and SOC II

Reports, Annual Technology Plan, Asset Inventory Report, Disaster Recovery Postmortem, Penetration Testing Report, etc. as identified in Exhibit F: Required Reports.

E. Data Base Administrator The Contractor must provide a Data Base Administrator. The Contractor’s Data Base Administrator (DBA) responsibilities include, at a minimum:

1. Maintains all databases required for development, testing, education and production usage

2. Performs capacity planning required to create and maintain databases

3. Performs ongoing tuning of all development, testing, education and production databases

4. Evaluates new releases of database software and its tools to ensure the hosted site is running on products that are most appropriate

5. Plans and implements back-up and recovery of the databases

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6. Administers all database objects, including tables, views, indexes, sequences, packages and procedures

7. Troubleshoots problems regarding the databases.

8. Evaluates user requests for modified database components to determine feasibility, time required, compatibility with current systems, and computer capabilities.

9. Provides technical support to application development team.

F. Disaster Recovery Lead The Contractor must provide a Disaster Recovery Lead. The Contractor’s Disaster Recovery Lead responsibilities include, at a minimum:

1. Serve as the point person for all Disaster Recovery related issues working in conjunction with the On-Site Service Delivery Lead.

2. Coordinate and oversee the Disaster Recovery activities including planning, testing, and execution of the Disaster Recovery Plan.

3. Assess and report Disaster Recovery feedback and status.

4. Escalate Disaster Recovery issues, project risks, and other concerns.

5. Review all Disaster Recovery deliverables and provide feedback.

6. Proactively propose/suggest options and alternatives for consideration.

7. Utilize change control procedures.

8. Prepare project documents and materials.

9. Conduct periodic Disaster Recovery update meetings.

G. On-Site ERP Application Maintenance Manager

The Contractor must provide a full time on-site ERP Application Maintenance Manager, who is expected to be available to come into the Lansing, Michigan office twice per month and or in alignment with the state’s in-office / remote work schedule, who will serve as the ERP subject matter expert and single point of contact for application maintenance for ERP and any third party application software for the State throughout the Agreement. The Contractor's ERP Application Maintenance Manager will work with approval from the State SIGMA Office Directors and responsibilities will include, at a minimum:

1. Serve as the point person for all application issues.

2. Coordinate with CAPS through analysis and delivery of application issue prioritization to meet required Service Level Agreements.

3. Works closely with State SIGMA Office Directors through container release notes, new features, regulatory changes, container cadence and prioritization of issue management.

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4. Serve as point person for all container deliveries.

5. Work with state to help evaluate and coordinate backlog, bugs with acceptable workarounds and aged PWR items.

6. Assist the State in establishing priorities for all pending work, projects, and actions.

7. Coordinate and oversee the day-to-day application activities.

8. Coordinate and oversee the third party software support, if any.

9. Coordinate all application break/fix, container deliveries as well as TEMP Patches.

10. Coordinate impact analysis on site specific customization and interfaces due to enhancements, patches, container delivery, state agency testing, and large projects.

11. Coordinate work efforts managed through the discretionary services hours or large projects.

12. Coordinate with the Help Desk for application related incidents.

13. Escalate application issues, risks, and other concerns.

14. Proactively propose/suggest options and alternatives for consideration.

15. Utilize change control procedures.

16. Prepare documents and materials.

17. Conduct bi-weekly Application issue meetings.

18. Support PI planning.

19. Support annual review of unused and underutilized functionality.

20. Support State in evaluation and deployment of Application Configuration Changes.

On-Site Engagement

Executive Damion Scott Part Time October 2024

On-Site Service Delivery Lead

Colleen Barton Full Time October 2024

Delivery Executive Tara Arrington Franklin Part Time (25%) October 2024

Service Delivery Manager

Maren Brannon Full Time October 2024

Data Base Administrator

Shared Resource Full Time across Shared Resources

March 2015

Disaster Recovery Lead

Shared Resource Assigned/designat ed to coordinate Disaster Recovery testing or in the event of an

Part Time across Shared Resources /

March 2015

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On-Site ERP Application Maintenance Manager

Scott Waldman Full Time February 2019

On-Site Senior Business Analyst

Alan Glanton

Full Time January 2025

On-Site Senior Business Security Analyst

Tim McDonnell Full Time January 2025

Report and Universe Support

Caroline Muller Full Time January 2025

All personnel may be subject to the State’s interview and approval process. Any Key Personnel substitution must have prior approval of the State.

Named Personnel

On a fiscal year basis, CGI will provide the onsite resources listed below, in addition to those currently provided for in Attachment 4 of the Contract. The onsite resources listed below shall be named resources, identified prior to the start of each year and subject to review and approval by the State. Work shall be completed on-site unless the State provides prior approval for work to be completed remotely to the project site.

H. On-Site Senior Business Analyst

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The Contractor will provide a full-time on-site Senior Business Analyst, who is expected to be available to come into the Lansing, Michigan office twice per month or in alignment with the state’s in-office / remote work schedule, who will provide operations support to SIGMA Centers of Excellence (COEs), the SIGMA Business Operations and New Development (BOND) organization, and/or other organizations in support of the SIGMA system, as may be agreed to between the Contractor and the State. The Contractor's ERP Onsite Senior Business Analyst will work with approval from the State Project Director.

I. On-Site Senior Business Security Analyst The Contractor will provide a full-time on-site Senior Business Analyst, who is expected to be available to come into the Lansing, Michigan office twice per month or in alignment with the state’s in-office / remote work schedule, who will provide operations support for the SIGMA Business Operations and New Development (BOND) organization, and/or other organizations in support of the SIGMA system, as may be agreed to between the Contractor and the State.

The Contractor's ERP Onsite Senior Security Business Analyst will work with approval from the SIGMA Operations and Support Director. The State will leverage 2,300 discretionary hours to cover the cost of the on-site Senior Business Analyst each fiscal year, essentially lowering the total annual discretionary hours available for other activities from 3,000 to 700. Where discretionary hours are needed for other activities, the State can choose to leverage Supplemental Support dollars at a monthly rate of $24,800. This On-Site Senior Business Security Analyst cost assumes 1920 annual hours and locks in the rate at $155 through 2032.

• Update required meetings.

Article 1, Section 1.302 CONTRACT MANAGEMENT

Is hereby deleted in its entirety and replaced with the following:

The Contractor must carry out this project under the direction and control of the Michigan Department of Technology, Management and Budget.

A. Orientation Meeting

1. Upon ten (10) calendar days from execution of the Agreement, the

Contractor must attend an orientation meeting to discuss the content and procedures of the Agreement.

2. The meeting will be held in Lansing, Michigan, at a date and time mutually acceptable to the State and the Contractor.

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3. The State shall bear no cost for the time and travel of the Contractor for attendance at the meeting.

B. Reports The Contractor will provide the reports identified in Attachment 7 through the life of the Agreement.

C. Meetings At a minimum and upon go-live of the respective ERP functionality, the following meetings must be held between appropriate representatives of the Contractor and the State to review the Contractor’s performance under the agreement. The meetings will be held in Lansing, Michigan, or by teleconference, as mutually agreed by the State and the Contractor:

The Weekly Client Status Report will include:

1. Change Management Meeting – Reviews any problems that have occurred during the previous week and reviews the schedule for the next week. This report must be distributed to both the State and the Contractor management and staff, and must be conducted on a weekly basis. Through mutual agreement, the CGI Service Delivery Manager will distribute content from this meeting bi-weekly to the agreed upon distribution list via email.

The SLA Discussions will take place as requested (Ad-hoc) and will include:

2. Service Level Attainment Review – Ad-hoc meetings with the Business Operations and New Development Director and the State SLA review team members to review Service Level Reports from the prior month as mutually agreed upon;

The following meetings are scheduled as described below:

3. Quarterly Executive Governance Meeting -

Meeting attendees include representatives from the State and the Contractor

– State of Michigan SIGMA Operations and Support Director

– State of Michigan Business Operations and New Development

Director

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– State of Michigan Business Centers of Excellence Director

– State of Michigan Business End User Support Director

– Additional SBO and DTMB Senior Executives based on meeting agenda

– Contractor Delivery Executive

– Contractor Executive

– Contractor Vice President from Onsite Team’s Business

Unit

– Contractor Government Cloud Solutions Executive

Set the Strategic direction of the SIGMA program.

Discuss the evolving business agenda of both organizations Review and refresh the strategic goals for the ongoing relationship Identify changes on the horizon that will need to be managed Explore ways to extend the relationship to solve new business problems Quarterly Capacity Planning review projected utilization of server resources.

Offsite Contractor representatives may participate in this meeting remotely.

4. Annual Technical and Security Plan Meeting - At least once each year representatives of the Contractor must meet with the State to review technical and security plans and discuss possible changes to be implemented during the coming year. At such meetings the Contractor must present recommendations to the State on Hardware and Software improvements and changes that the Contractor believes would significantly reduce costs, improve service or enhance the operability or reliability of the ERP Solution. If necessary, the State can request meetings more frequently.

Meeting attendees include representatives from the State and the Contractor:

– State of Michigan SIGMA Operations and Support Director

– State of Michigan Business Operations and New

Development Director

– State of Michigan DTMB Agency Services Team supporting SIGMA

– State of Michigan DTMB CyberSecurity liaison

– State of Michigan Centers of Excellence Director (Optional)

– State of Michigan End User Support Director (Optional)

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– Contractor Delivery Executive and designees

– Contractor Engagement Executive and designees

– Contractor Delivery Manager

– Contract Application Support Lead (Optional)

5. Weekly SIGMA Leadership – The objectives are:

Meeting attendees include representatives from the State and the Contractor

– State of Michigan SIGMA Operations and Support Director

– State of Michigan Business Operations and New

Development Director

– State of Michigan Centers of Excellence Director

– State of Michigan End User Support Director (Optional)

– Contractor Delivery Executive

– Contractor Engagement Executive

– Contractor Delivery Manager

– Contract Application Support Manager

Discuss the evolving business agenda of both organizations Review and refresh the strategic goals for the ongoing relationship Ratify (and sometimes recommend) changes to the agreement and/or how it is being managed

Identify changes on the horizon that will need to be managed Review performance against the strategic goals

(business and relationship) Review industry business trends and the impact of technology Evaluate Contractor industry initiatives for applicability Explore ways to extend the relationship to solve new business problems

6. Weekly Technology Checkpoint Meeting – The objectives are:

Meeting attendees include

– State of Michigan Business Operations and New

Development Director

– State of Michigan BOND Managers

– Contractor Engagement Executive (Optional)

– Contractor Service Delivery Manager

– Contractor On-site Service Delivery Manager

– Contractor On-site Application Manager (Optional)

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Discussion over current activities, future tasks including and not limited to tech stack upgrade planning and coordination.

Weekly review the development and production requirements to assure the production schedule must meet the needs of the State

Develop strategies and plans to meet the goals set by the Weekly Leadership Meeting

Review performance against set metrics, and address any systemic contractual or management problems

Periodically, systematically and formally assess the quality of the working relationship, and plan appropriate actions to strengthen it

Spot and address conflicts on the horizon; resolve conflicts escalated to this group

Spot and manage impending change Continuously (informally) assess how the State and the Contractor are working together, and plans to improve the relationship

Continuously looks for new places/ways to deliver business value Make recommendations to the SIGMA Leadership team on any large changes that need to be made to objectives or strategy, the agreement, or the relationship

7. SIGMA DAILY 4:00 PM Touchpoint – The meeting covers upcoming and open tasks for Operations/CM team for the week/weekend.

Meeting frequency can be reduced upon mutual agreement.

Meetings must have an agenda published to SIGMA SharePoint or meeting notes distributed.

• Update Service Level Agreement Language for Standard 5 changes.

ATTACHMENT 2: EXHIBIT A – SERVICE LEVEL AGREEMENT

With the exception of the following changes, all other SLAs remain in effect as written in previous change notices. Standard 5 is hereby deleted and replaced in its entirety as specified below.

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Standard 5 – Online Response Time

Both online inquiry and online update transactions must be achieved within the cumulative transaction response times specified below:

Standard | Metric

A: <2 sec | 91% B: <3 sec | 93% C: <4 sec | 95% D: <5 sec | 97%

Sliding Scale Penalty Structure

Graphs will be provided showing the transaction counts at the macro solution level as well as the ADV root level. The graphs will be accompanied by charts detailing the transaction counts for each of the four measures to the left. Both the singular percentage of the measure as well as the cumulative percentage to achieve the measurements to the left will be provided.

The State and CGI agree to review the transition requirements in this metric and begin to report them within FY25. The State and CGI will work together to ensure the transaction metrics are both measurable and reasonable.

At that time, graphs similar to those described above will be either added to the reporting or replace those above as the sole measure for this metric.

The State and CGI have agreed on using the same set of transactions defined in SLA Standard 2 as the individual transactions to use in this Standard with the following exceptions:

• ‘enter data’ will not be measured as part of the

ESS transaction:

o Create timesheet, enter data and submit for approval

• Navigation activities are not measurable for the purposes of this Standard, therefore the following VSS items will not be included:

o Click on each of Address Contacts tab, Financial transaction tab then scheduled Payments, scheduled Checks/EFT and scheduled Invoices/Requests sub-tabs.

Penalty None 10% 25% 50%

Servic e Rate 100% N/A <100% N/A

• Updated Disaster Recovery Secondary Site Location only.

Attachment 3: Payment Schedule, section Heading: Difference in the Disaster Recovery Site and Services

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The first paragraph under the heading is deleted in its entirety and replaced with the following:

For Contractor's Hot DR services, the Contractor's primary production site is located in Phoenix, AZ and Contractor’s secondary site, located in Manassas, VA will be used for Disaster Recovery. Data and servers will be replicated across these two geographically diverse locations, thereby mitigating the risk of a regional disaster impacting both data centers.

• Update Payment table within Payment Schedule to include annual credit for removal of OpenText License.

ATTACHMENT 3: PAYMENT SCHEDULE

Through mutual agreement, the State and CGI have agreed the Open Text (formerly Liaison) licenses are no longer required. Pricing has been updated to show direct credit for those licenses.

The summary pricing table in Attachment 3 has been updated to reflect direct credit for Open Text licensing.

Starting in FY26, this Contract Change Notice modifies Attachment 3 Payment Schedule replacing as specified below the Summary Table for Annual Fees.

Summary Table for Annual Fees

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• Update Supplemental Flex Team Rate table increases as outlined in CN14.

ATTACHMENT 3: PRICE TABLE 4: RATES FOR ADDITIONAL SERVICES AND LARGER

PROJECTS

Price Table 4 of Attachment 3 is hereby deleted in its entirety and replaced with the following:

Professional Service Category (e.g.

Programmer/Analyst)

Hourly Rate Onsite

Hourly Rate Offsite

Project Manager $267 $246

Deputy Project Manager $241 $221

Subject Matter Expert $251 $231

Security Lead $308 $287

Security Specialist $226 $205

Technical Architect $251 $231

Technical Lead $200 $180

Team Lead $200 $180

Senior BA $180 $159

BA $139 $118

Senior PA $180 $159

PA $139 $118

Change Management/Communications $180 $159

Tester $123 $103

Trainer $139 $118

System Administrator $139 $139

Operations Support $139 $139

Technical Writer $97 $97

Project Assistant $72 $72

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• Update Statement of Work included in CN14.

Leveraging CCN14, Price Table 4: Rates for additional Services and Larger Projects, the following additional scope is added to the Statement of Work included in CCN14.

Summary This Contract Change Notice updates SH1/SH2 to align with SIGMA’s Agile Operations and set defined (increased) storage for the State’s SH1 and SH2 environments to allow for a minimum of three years of Production Data. Change to include Four environment refreshes data per year (Two for each environment). Benefits of the added storage include:

• Updates SH1 to be defined as Production Support Environment for break/fix support during the periods that Production and MA1 are not on the same Feature Set.

• Updates SH2 to be defined as Configuration, Tailoring, and Feature Exploration Environment.

• Storage to account for three years of Production Data for testing with additional CGI funded storage included to cover full production volume until a viable archiving solution is implemented.

• Refresh SH1 and SH2 twice per year to ensure data in SH1 and SH2 remains current for more accurate testing and streamlined agile operations.

Scope of Work Effective with this change notice defined SH1/ SH2 environment storage, annual data refreshes in SH1/SH2, and one time batch changes for SH1 are added and are covered by Flex Team/Supplemental services outlined in Attachment 3 and will be invoiced in accordance with the Compensation and Payment Schedule below.

Storage Increase SH1/SH2 storage to account for three years of Production Data as well as the total storage needs until an archiving solution is in place. CGI is responsible for the storage needs in excess of three years of Production Data.

THREE YEARS AD4 IN4 RMAN

Staging

RMAN

SH1 (no INFO) 5.61 2.27

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SH2 (w/INFO) 5.61 1.29 2.27 2.27

17.06 2.27 19.33

TOTAL

Storage AD4 IN4 RMAN

Staging

RMAN

SH1 (no INFO) 13.1 5.3 SH2 (w/INFO) 13.1 3 5.3 5.3

39.8 5.3 45.1

Refreshes Added annual data refreshes (4 Refreshes, 2 per SH Environment).

o Two Annual Refreshes will be included for SH1, o Two Annual Refreshes will be included for SH2

Job Scheduler Batch changes

• One-time SH1 Cycle changes.

o SH1- Add/update Mini Cycles to match SH2 including inbound schedule, daily schedule (with VSS Sync), and the nightly cycle without DA/ETL.

o SH1- Add Payroll Cycles (Day two and Day three)

Additional Information

• CGI will cover storage for additional years (PRD minus 3 years) until archiving solution is delivered and successfully tested in the SH1 and SH2 environments.

• After archiving processes are tested and implemented, storage in SH1 and SH2 will be reduced.

• No CPU and Memory Changes (POD heap limits will not be increased)

• No scaling of physical environment including Job Managers will be completed.

• Current Job Manager architecture allows jobs to run single threaded. Multi-threading jobs will not be supported.

• Disaster Recovery and Transparency Portal are not included.

• InfoAdvantage - Info installation will be removed from SH1 (credit included in price).

• Concurrent users in the applications will be limited to the State’s core SIGMA team.

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• The State’s intent is to test with minimal transaction volume in SH1 and SH2.

Though it is not the State’s intention, where volume is needed in the cycle which causes the cycles to run long, Standard 4 online availability considerations may be needed.

• Concurrent processing to include multiple batch jobs and multiple online users executing testing in the systems at the same time could impact online user performance.

• This change covers storage increases and does not include hardware changes.

• Though it is not the State’s intent to run volume through SH2, volume in SH2 could cause the single threaded ETL to run long. As such, a long running SH2 ETL that is the result of higher than expected testing volume will be added as an exception for Standard 4 reporting.

Schedule

• Ongoing semi-annual refreshes for SH1 and SH2 will be coordinated within the

Annual Technology Plan and Agile Operations calendar. These are anticipated to occur in February and July/early August; the steady state/stabilization periods defined in the Agile Operations calendar following each program increment.

• Coordination of SH1/SH2 refreshes to be completed by Steady State teams and completed during the business week.

COMPENSATION AND PAYMENT

Payments for increased storage ($127,568.57) and operations ($48,320, $87,200 excluding Operations specific refresh labor $38,880) 2025 will be prorated and invoiced based upon the time remaining in the fiscal year after completion and validation of the first set of data refreshes. The State’s validation will be completed within 5 business days of the completion of the refreshes.

• Monthly Storage Rate- $10,631

• Monthly Operations Rate (excluding Operations Refresh labor) - $4,027

$37,120 for Batch Set-up work will be invoiced upon completion of that work.

Beyond 2025, the ongoing annual fees will increase the annual MSA invoices payable October 1 annually in the following amounts:

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Year

Increased Storage, SH1/SH2

Operations- Reduced FTE, see tab 5

Refresh Labor (4 refreshes per yr)

SH1 INFO Credit Batch Set up- One time setup

Amount

2025 $ 127,568.57 $ 87,200.00 $ 54,536.00 $ (14,652.00) $ 37,120.00 $ 291,772.57

2026 $ 127,568.57 $ 87,200.00 $ 54,536.00 $ (14,652.00) $ - $ 254,652.57

2027 $ 127,568.57 $ 87,200.00 $ 54,536.00 $ (14,652.00) $ - $ 254,652.57

2028 $ 127,568.57 $ 87,200.00 $ 54,536.00 $ (14,652.00) $ - $ 254,652.57

2029 $ 127,568.57 $ 87,200.00 $ 54,536.00 $ (14,652.00) $ - $ 254,652.57

2030 $ 127,568.57 $ 87,200.00 $ 54,536.00 $ (14,652.00) $ - $ 254,652.57

2031 $ 127,568.57 $ 87,200.00 $ 54,536.00 $ (14,652.00) $ - $ 254,652.57

2032 $ 127,568.57 $ 87,200.00 $ 54,536.00 $ (14,652.00) $ - $ 254,652.57

Total $ 1,020,548.57 $ 697,600.00 $ 436,288.00 $ (117,216.00) $ 37,120.00 $ 2,074,340.57

These payments will be reflected as a corresponding decrease in the available contract funding for Professional Consulting Services (Discretionary, Flex, SME, etc.) Flex Team allotment for Additional Services identified as available on the contract from FY23 (CN 14).

• Update SIGMA 4x Upgrade Payment Schedule Table The table below provides a revised Milestone Payment Schedule. All prior references to the SIGMA 4x Upgrade Payment Schedule are hereby deleted and replaced in its entirety as follows.

ID Deliverable Payment / Milestone Task Task Name / Category Milestone

/ Payment Amount

TS401 TS401 TestSavvy Plan Task 0 TestSavvy Automated Testing M0PMT-1 185,146

TS402 TS402 TestSavvy Scripted, Tested and Approved Test Cases Task 0 TestSavvy Automated Testing M0PMT-2 305,491

TS402 TS402 TestSavvy Scripted, Tested and Approved Test Cases - Addendum Task 0 TestSavvy Automated Testing M0PMT-2 203,660

TS403 TS403 TestSavvy Training Task 0 TestSavvy Automated Testing M0PMT-3 231,432

PM400

Milestone Report 0: TestSavvy Automated Testing

Task 1 Project Management M1PMT‐0 163,364

P401 Project Management Plan and Resource Schedule Task 1 Project Management M1PMT‐1

57,330 P402 Status Reporting Process Task 1 Project Management M1PMT‐1

P401 Project Schedule Task 1 Project Management M1PMT‐1

P403 Communications Plan Task 1 Project Management M1PMT‐2 57,330

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P404 Organizational Change Management Plan Task 1 Project Management M1PMT‐2

P405 Completed Software Familiarization Sessions Task 1 Project Management M1PMT‐3 120,000

PM401

Milestone Report 1: Project Management

Task 1 Project Management M1PMT‐4 39,900

T401 Configuration Management Procedures, if determined necessary Task 2 Technical Services M2PMT-1

188,000 T402 Environment Readiness Test Plan Task 2 Technical Services M2PMT-1

T403 Updated Security Architecture and Design Task 2 Technical Services M2PMT-2 150,420

T404 Approved Security, Vulnerability and Penetration Plan Task 2 Technical Services M2PMT-9 150,420

T405 Completed and Approved Security, Vulnerability and Penetration Test Task 2 Technical Services M2PMT-10 200,560

T406 Performance Testing and Tuning Plan & Procedures Task 2 Technical Services M2PMT-3 150,420

T407 Completed and Approved Performance Testing and System Tuning Task 2 Technical Services M2PMT-11 350,980

T408 Production and Production QA Environment Specification Task 2 Technical Services M2PMT-4 250,700

T409 Non-Production (SH1, and SH2) Environment Specification Task 2 Technical Services M2PMT-12 250,700

T410B Completed Production Environment (PRD) including environment readiness test results

Task 2 Technical Services M2PMT-5 313,400

T410C Completed User Acceptance Test Environment (MA1) including environment readiness test results Task 2 Technical Services M2PMT-6 313,400

T410D Completed Training Environment (SH1) including environment readiness test results Task 2 Technical Services M2PMT-7 313,400

T410E Completed Development Environment (SH2) including environment readiness test results Task 2 Technical Services M2PMT-8 313,400

PM402 Milestone Report 2: Technical Services Task 1 Project Management M1PMT‐5 270,000

T411 Software Enhancement and Defect Assessment and Remediation Task 3 Sprint Activities M3PMT-1 157,980.60

T411 Software Enhancement and Defect Assessment and Remediation - Addendum Task 3 Sprint Activities M3PMT-1 105,320.40

T412 Interface Analysis and Confirmation Documentation and Remediation Task 3 Sprint Activities M3PMT-1 184,310.70

T412 Interface Analysis and Confirmation Documentation and Remediation - Addendum Task 3 Sprint Activities M3PMT-1 122,873.80

T413 Database Assessment and Remediation Task 3 Sprint Activities M3PMT-1 184,310.70

T413 Database Assessment and Remediation - Addendum Task 3 Sprint Activities M3PMT-1 92,155.80

T413 Database Assessment and Remediation - infoAdvantage Task 3 Sprint Activities M3PMT-1 30,718.00

PI401 Sprint Zero - Installation Test Plan and Results Task 3 Sprint Activities M3PMT-2 200,000

PI402A1 Program Increment 1 - Sprint 1 Documentation Task 3 Sprint Activities M3PMT-3 819,667

PI402A2 Program Increment 1 - Sprint 2 Documentation Task 3 Sprint Activities M3PMT-3

PI402A3 Program Increment 1 - Sprint 3 Documentation Task 3 Sprint Activities M3PMT-3

PI402A4 Program Increment 1 Documentation Task 3 Sprint Activities M3PMT-3

PI402B1 Program Increment 2 - Sprint 1 Documentation Task 3 Sprint Activities M3PMT-4 819,667

PI402B2 Program Increment 2 - Sprint 2 Documentation Task 3 Sprint Activities M3PMT-4

Version 2021-1 20 of 24

PI402B3 Program Increment 2 - Sprint 3 Documentation Task 3 Sprint Activities M3PMT-4

PI402B4 Program Increment 2 - Sprint 4 Documentation Task 3 Sprint Activities M3PMT-4

PI402B5 Program Increment 2 Documentation Task 3 Sprint Activities M3PMT-4

PI402C1 Program Increment 3 - Sprint 1 Documentation Task 3 Sprint Activities M3PMT-5 737,699

PI402C2 Program Increment 3 - Sprint 2 Documentation Task 3 Sprint Activities M3PMT-5

PI402C3 Program Increment 3 - Sprint 3 Documentation Task 3 Sprint Activities M3PMT-5

PI402C4 Program Increment 3 - Sprint 4 Documentation Task 3 Sprint Activities M3PMT-5

PI402C5 Program Increment 3 - Sprint 5 Documentation Task 3 Sprint Activities N/A

PI402C6 Program Increment 3 - Sprint 6 Documentation Task 3 Sprint Activities N/A

PI402C7 Program Increment 3 Documentation Task 3 Sprint Activities M3PMT-5

PI402C8 Program Increment 3 Documentation - Addendum Task 3 Sprint Activities M3PMT-7 81,967

CM401 Application Configuration Management Plan Task 3 Sprint Activities M3PMT-6 87,000

PM403 Milestone Report 3: Sprint Activities Task 1 Project Management M1PMT‐6 420,300

PM403 Milestone Report 3: Sprint Activities - Addendum Task 1 Project Management M1PMT‐6 46,700

T414 Data Migration Plan Task 4 Data Migration M4PMT-1 188,000

T415 Data Migration Program Designs Task 4 Data Migration M4PMT-1

T416 Unit Tested Data Migration Programs Task 4 Data Migration M4PMT-1

T417 Migrated Data in all non-production environments (SH1, SH2, MA1) Task 4 Data Migration M4PMT-2 313,400

T418 Migrated Data in Production Environment for User Acceptance Testing Task 4 Data Migration M4PMT-3 313,400

T419 Re-Migrated Data in Production Environment for Go-Live Task 4 Data Migration M4PMT-4 814,800

PM404 Milestone Report 4: Data Migration Task 1 Project Management M1PMT‐7 150,000

T420 Disaster Recovery Test Plan Task 5 Disaster Recovery Testing M5PMT-1 290,000

T421 Disaster Recovery Test Results for the SIGMA 4x environment Task 5 Disaster Recovery Testing M5PMT-2 435,000

PM405 Milestone Report 5: Disaster Recovery Testing Task 1 Project Management M1PMT‐8 75,000

U401 User Acceptance Test Plan and Scripting Assistance Task 6 User Acceptance Testing M6PMT-1 150,000

U402 User Acceptance Test Assistance Task 6 User Acceptance Testing M6PMT-2 900,000

U402 User Acceptance Test Assistance - Addendum Task 6 User Acceptance Testing M6PMT-2 100,000

U403 Integration Test Plan & Schedule Task 6 User Acceptance Testing M6PMT-3 240,000

U404 Integration Test Cases Task 6 User Acceptance Testing M6PMT-3

U405 Integration Test Status Reporting Task 6 User Acceptance Testing M6PMT-3

U403/U404/U405 Integration Test Plan & Schedule/Integration Test Cases/Integration Test Status Reporting-Addendum Task 6 User Acceptance Testing M6PMT-4 160,000

PM406 Milestone Report 6: User Acceptance Testing Task 1 Project Management M1PMT‐9 233,150

DC401 Updated System Documentation Task 7 Documentation M7PMT-1 175,000

Version 2021-1 21 of 24

PM407 Milestone Report 7: Documentation Task 1 Project Management M1PMT‐10 26,250

IM401 Implementation Cutover Plan including Implementation Cutover Checklist Task 8

Implementation and Agency Change Management Assistance

M8PMT-1 116,250

IM402 Agency Implementation and Change Management Plans Task 8 Implementation and Agency Change Management Assistance

M8PMT-1

IM403 Completed and Approved Change Management Assistance Task 8 Implementation and Agency Change Management Assistance

M8PMT-2 116,250

IM404 Production Job Schedule Task 8 Implementation and Agency Change Management Assistance

M8PMT-3 244,875

IM405 Approved Batch jobs on Job Scheduler Task 8 Implementation and Agency Change Management Assistance

M8PMT-3 244,875

IM406 Completed Production Turnover Task 8 Implementation and Agency Change Management Assistance

M8PMT-3 293,800

IM406 Completed Production Turnover – Transparency Portal Task 8 Implementation and Agency Change Management Assistance

M8PMT-3 32,700

IM407 Vendor/ Supplier/Customer/ Local Outreach Plan Task 8 Implementation and Agency Change Management Assistance

M8PMT-4 46,500

IM408 Local Entity and Vendor Outreach Assistance Task 8 Implementation and Agency Change Management Assistance

M8PMT-4 69,750

PM408 Milestone Report 8: Implementation and Agency Change Management Assistance Task 1 Project Management M1PMT‐11 168,750

PS401 Post Implementation Support Task 9 Post Implementation Support M9PMT-1 400,000

PS402 Decommission Plan for 3.11 environments Task 9 Post Implementation Support M9PMT-2 200,000

PS403 Written Confirmation of each Decommissioned Environment including SOM environments and PLT and PLP Task 9 Post Implementation Support M9PMT-3 150,000

PS403 Written Confirmation of each Decommissioned Environment including SOM environments and PLT and PLP – Transparency Portal and SBI

Task 9 Post Implementation Support M9PMT-3 50,000

PM409 Milestone Report 9: Post Implementation Support Task 1 Project Management M1PMT‐12 133,750

N/A Additional 3rd Party Software Licenses N/A 570,000

16,071,623

• Update Exhibit A of the CGI Technologies and Solutions Inc. Proprietary Software

License Agreement (Attachment 9) to remove Actian and Open Text vendors, adding Hitachi Pentaho Data Integrator.

Version 2021-1 22 of 24

Attachment 9, Exhibit A CGI Technologies and Solutions Inc. Proprietary Software License Agreement

Exhibit A to Attachment 9 (Proprietary Software License Agreement), Section 6 - Bundled Software Products and Third Party Software, is amended as follows:

Open Text

• Open Text (formerly Liaison) will no longer be used under this Contract and all related software licenses in this Contract are hereby terminated.

o Contractor will be responsible for notifying the Open Text licensor to terminate all Authorized State user passwords and user IDs from the software as may be required by the Open Text (formerly Liaison) license.

o Contractor acknowledges and agrees there are no additional license or other fees due from or payable by the State as a result of removing this product.

o The following products are hereby deleted from the list of Annual Subscription Products in Section 6:

Liaison punch-out – up to 5 vendors

Actian / Hitachi Pentaho

• Actian and Pervasive products will no longer be used under this Contract and all Actian and Pervasive licenses are hereby terminated and replaced with Hitachi Pentaho Data Integrator.

o Contractor will no longer provide licenses or maintenance for all Actian and

Pervasive products provided under this Contract.

o Contractor will permanently remove all copies of such products from all systems where they were installed and destroy or return all copies of such products to Actian and/or Pervasive, as applicable, and certify in writing to Actian and/or Pervasive, as applicable, that it has taken such action as required by the applicable License Agreement. Further Contractor must certify in writing to the State that is has performed such actions.

o Contractor acknowledges and agrees there are no additional license or other fees due from or payable by the State as a result of this removing these products and replacing them with the Hitachi Pentaho product.

o The following products are hereby deleted from the list of products under

Section 6 - Bundled Software Products and Third Party Software.

Version 2021-1 23 of 24

Pervasive Data Integrator Universal Edition Engine – 1 License – 4-cores

Pervasive Data Integrator Universal Edition Engine (non-prod) – 1 License – 4-cores

Pervasive Data Integrator Universal Edition Developer – 5 Authorized Licenses Stream o The following products are deleted from the list of products under Bundled

Software Products and Additional Third Party Products Added/Upgraded with Amendment 12 in Section 6:

Actian Data Integrator v9 (formerly Pervasive Data Integrator) Actian Data Integrator Universal Edition Engine – 1 License – 4-cores Actian Data Integrator Universal Edition Engine (non-prod) – 1 License

– 4-cores Actian Data Integrator Universal Edition Developer – 5 Authorized

Licenses o The following products will also no longer be provided or maintained:

Actian DataConnect 11 Flex Batch Engine, Production (Subscription)

– 2 Engine Actian DataConnect 11 Flex Batch Engine, Dev/Test (Subscription) – 1

Engine o The following product will be added to the list of products under Section 6 - Bundled Software Products and Third Party Software:

Hitachi Pentaho Data Integrator o The following Terms of Use for Hitachi Pentaho is hereby added under

Section 6 – Bundled Software Products and Third Party Software:

Terms of Use: In its use of the Hitachi Pentaho software above, the

State agrees: (i) it will not reverse engineer, reverse compile or disassemble any object code of the Hitachi Pentaho software, except as allowed by applicable law; (ii) it will comply with all laws and regulations applicable to its use of the Hitachi Pentaho software and materials (e.g., documentation) including export control laws as applicable; (iii) it will not use the Hitachi Pentaho software on a standalone basis, or in the course of providing products or services to a third party; and (iv) it will not redistribute the Hitachi Pentaho software.

Version 2021-1 24 of 24

• Update Attachment 5 (Change Notice 8 Appendix C) Bullet B ‘Attachment size per document’.

Attachment 5 (Change Notice 8 Appendix C), Bullet B, only the ‘Attachment size per document’ row is hereby deleted and replaced in its entirety as specified below.

Attachment size per transaction

Attachment size for the following five transaction types / tables has been increased with Advantage 4 upgrade to 30Mb or less.

Solicitation Response (SR) Solicitation (SO) Grant Funding Application (GFA) Grant Funding Request (GFR) Grant Reports (R_GRPT_ATT)

6MB or less with noted exceptions

ENTERPRISE PROCUREMENT

Department of Technology, Management, and Budget

525 W. ALLEGAN ST., LANSING, MICHIGAN 48913

P.O. BOX 30026 LANSING, MICHIGAN 48909

CONTRACT CHANGE NOTICE

CONTRACT SUMMARY

ERP Hosting, Managed Services, Software License and Maintenance Agreement

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

June 25, 2014 September 30, 2021 100 - 12 Months September 30, 2032

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

300 South Washington Square

East Lansing MI 48933

Patrica McCabe

303-898-1876 patricia.mccabe@cgi.com

CV0059354

CGI TECHNOLOGIES AND

SOLUTIONS INC

C O

N

TR

A C

TO

R

(517) 284-7585 schwartzr1@michigan.gov

Brandon Samuel

517-249-0439

DTMB

Ruth Schwartz DTMB samuelb@michigan.gov

STA

TE

C ontract

A dm inistrator Program M anager

Net 45

Change Notice Number 24 to

Contract Number 071B4300137

DESCRIPTION OF CHANGE NOTICE

OPTION EXTENSIONLENGTH OF OPTION LENGTH OF EXTENSION REVISED EXP. DATE

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$210,871,413.00 $0.00 $210,871,413.00

DESCRIPTION

Effective July 1, 2024, this Contract is hereby amended for the following:

1. State Contract Administrator has changed to Brandon Samuel.

2. Professional Consulting Services (Discretionary, Flex, SME, etc.) Flex Team allotment for Additional Services identified as available on the contract from FY23 (CN 14) to be made available to be used in Fiscal Years 25-32 in the amount of $2,503,087. These are existing funds, no change to the overall contract value is necessary.

All other terms, conditions, specifications, and pricing remain the same per contractor and agency agreement, and DTMB Central Procurement Services approval.

CENTRAL PROCUREMENT SERVICES

Department of Technology, Management, and Budget

320 S. WALNUT ST., LANSING, MICHIGAN 48933

P.O. BOX 30026 LANSING, MICHIGAN 48909

CONTRACT CHANGE NOTICE

Change Notice Number 23 to Contract Number 071B4300137 schwartzr1@michigan.gov

Ruth Schwartz

Shannon Romein patricia.mccabe@cgi.com

Patrica McCabe

East Lansing, MI 48933

CGI TECHNOLOGIES AND SOLUTIONS INC

CV0059354

303-898-1876

300 South Washington Square

(517) 898-8102 S

T A

T E

P ro g ra m

M a n a g e r

C o n tra ct

A d m in istra to r

C O

N T R A C T O

R

(517) 284-7585

DTMB

romeins@michigan.gov

$210,871,413.00

June 25, 2014 September 30, 2032

ERP HOSTING, MANAGED SERVICES, SOFTWARE LICENSE AN

September 30, 2021

INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

100 - 1 Year

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

☐ P-Card ☐ PRC ☐ Other ☒ Yes ☐ No

MINIMUM DELIVERY REQUIREMENTS

DESCRIPTION OF CHANGE NOTICE

OPTION LENGTH OF OPTION EXTENSION LENGTH OF EXTENSION REVISED EXP. DATE

☐ ☐ N/A

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$0.00 $210,871,413.00

Effective March 12, 2024, this Contract has been amended as follows:

1. The following amendment is hereby incorporated into the Contract to restate the SIGMA 4x Upgrade Payment Schedule. No additional funding is needed at this time; existing funds are adequate to support this change.

All other terms, conditions, specifications, and pricing remain the same per contractor and agency agreement, and DTMB Central Procurement Services approval.

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

DESCRIPTION

CONTRACT SUMMARY

DTMB

1 Description The following amendment is hereby incorporated into the Contract to make zero cost revisions to the SIGMA 4x Upgrade Payment Schedule.

2 Scope and Schedule of Work There are no changes to scope or schedule of work for this Change Notice.

3 Milestone Payment Schedule The table below provides a revised Milestone Payment Schedule. The SIGMA 4x Upgrade Payment Schedule Table is replaced in its entirety.

Updates have been made to:

(1)…