0A1208_A8_fully_signed.pdf

Sagitec Solutions, LLC 0A1208, Amendment 8 Page 1 of 4

Version 7/23

UNEMPLOYMENT INSURANCE SYSTEM TRANSFORMATION

REQUEST FOR PROPOSALS CONTRACT (0A1208)

AMENDMENT 8

This Amendment 8 to contract #0A1208 (the “Amendment”) is between the State of Ohio, Department of Administrative Services (the “State”) and Sagitec Solutions, LLC (the “Contractor”). This Amendment changes the terms of the Unemployment Insurance System Transformation Request for Proposals contract #0A1208 (the “Contract”).

WHEREAS, the State and Contractor entered into the Contract on December 13, 2018; and

WHEREAS, the State and Contractor determined that an amendment is necessary to address certain revisions to the Contract.

NOW, THEREFORE, the Contract is amended as follows:

1. In Supplement 1, add the following as new Section 5.2, UIBT Tax Appeals Interface Statement of Work:

5.2. Unemployment Insurance Benefits Transformation (UIBT) Tax Appeals Interface Statement of Work

This statement of work (SOW) is part of the Unemployment Insurance Benefits Transformation (UIBT) system replacement effort. With the retirement of Ohio Job Insurance (OJI) and the implementation of Buckeye Unemployment Insurance (UI), the Tax Appeals Interface will be needed.

5.2.1. Design Changes

Currently, the State of Ohio Unemployment Resource for Claimants and Employers (SOURCE) system only allows for level-one protests regarding tax determinations or experience rate calculations. Employers can protest these decisions by clicking on a “Protest” link displayed in the right-hand column of the correspondence. When the employer submits a protest, a work item is created, and this request is processed by the Ohio Department of Job and Family Services (JFS) legal team.

Once the protest is reviewed, JFS legal issues a Director’s Reconsidered Decision and submits it to the employer’s account in the SOURCE. The employer has the right to file a further appeal to the higher authority level at the Review Commission.

The Contractor must add a link labeled “Appeal” to the Director’s Reconsidered Decision in the SOURCE on which the employer can click to submit the appeal. Once submitted in the SOURCE, the appeal will serve as the trigger for the interface with Buckeye UI, so the Commission can work on tax appeals in the new system.

The appeal link must remain active until an appeal is filed. Once the appeal has been filed, the link must be disabled, the staff must be able to see the appeal information, and JFS must have tracking of the date the appeal is filed by the employer.

The process and screens used to gather information for a protest can be mirrored for the appeal process. This would include the ability for the employer to attach documentation for the appeal. This information would be included in the interface to the UIBT system.

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Design Change Additional Comments Add screens that will allow the user to submit Appeal information. List of screens to be provided by JFS.

Add an appeal indicator to the existing protest table.

The indicator must track appeal status and create a new table to store and manage protest appeal data for insert and update operations. The interface must generate the outbound file.

The interface must include Role-based and user-specific screen-level security. To be provided by JFS.

5.2.2. Estimated Level of Effort

5.2.3. Impacted Teams

The interface implementation will impact:

5.2.3.1. Ohio Unemployment Insurance Operations (OUIO) Benefits team.

5.2.3.2. OUIO Tax team.

5.2.3.3. Unemployment Compensation Review Commission (UCRC).

5.2.3.4. UIBT project team.

Estimated Level of Effort and Project Implications

Lifecycle Stage Hours Remarks

Analysis/Requirements 16 No remarks.

Design 36 No remarks.

Development 120

These hours include Problem Incident Reports (PIRs) and issues encountered during the development phase as well as those identified during post-development system testing.

Testing 125

Functional testing:

1. System testing and retesting performed;

and

2. Issue identified and fixed post-deployment.

Support testing of interface connectivity and troubleshooting:

1. Connectivity;

2. File Format;

3. Transmission; and

4. Error Handling.

Implementation 8 System Test, UAT, and Production Deployment Cycles.

Total Hours 305 Estimated Cost (at $165/hour) $50,325.00

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5.2.4. Project Schedule

This effort will take priority over other enhancement requests as it is integral to the UIBT project that has a target implementation date of August 31, 2026.

5.2.5. Cost

The total estimated cost of the Work in this Section 5.2 is $50,325 (305 hours at $165 per hour). If additional work is necessary to complete the Work, an amendment is required.

2. In Supplement Four, Cost Proposal, add a new tab titled Amendment 8 to reflect the changes described in this Amendment. The revised cost proposal, 0A1208_AM8_Supplement4_cost_workbook, is incorporated into the Contract as if fully rewritten herein and is effective as of the effective date of this Amendment.

This Amendment shall become effective as of the date of the State’s signature and shall remain in full force and effect for the term of the Contract. Except as modified by this Amendment, all other terms, conditions, and pricing of the Contract shall remain the same and in full force and effect.

IN WITNESS WHEREOF, the parties have executed this Amendment as of the dates appearing below.

SAGITEC SOLUTIONS, LLC STATE OF OHIO

DEPARTMENT OF ADMINISTRATIVE SERVICES

By: By:

Name: Name: Kathleen C. Madden

Title: Title: Director

Date: Date:

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SUMMARY OF AMENDMENTS

Amendment Number

Effective Date Description

8 TBD Add new section 5.2 UIBT Tax Appeals Interface Statement of Work.

7 7/25/2025 Add new section 5.1 U.S. Bank Refund Check Processing Interfaces Statement of Work.

6 7/1/2025 Update contract with new language and Data Security and Privacy Terms added since award.

5 12/6/2023 All services under the Benefits Phase of the Contract are terminated. Contractor must escrow Source Code of all Software.

4 5/16/2022

Source system enabled to deduct State Tax withholdings from unemployment benefit programs.

Integration of the IOP-based OH ID for authentication into the SOURCE system for claimants and staff is required.

Request to not allow an account with a duplicate FEIN to complete the registration process.

Change questions asked during authentication from gross wages for the most recent quarterly wage report and the most recent payment made to Employer/Agent ID and FEIN.

Total Cost of the Contract increased by $214,695.00.

3 12/15/2021

Adds new row to Supplement 1, Section 9, Table B.5 Employer Maintenance – Reimbursing. Added new row to Cost Workbook (Exhibit 2 replaces Cost Workbook entirely).

Total cost of the Contract increased by $156,000.00.

2 12/1/2021

Establishes a new interface between the SOURCE system and the PUA system “uFacts” in order to share base period Wage information. This information is needed to determine claimants’ PUA / UI eligibility and is needed to be in place on the first day of the SOURCE. Adds Tax Implementation Outstanding Items to the end of the existing Project Plan.

Increases the total cost of the Contract by $81,000.00. Note for payment for Go-Live of UI Tax adjusted.

1 9/4/2020 New payment schedule to utilize a lump sum payment to reduce the total cost of the Contract from $86,136,739.00 to $84,140,920.00.

All services under the Benefits Phase of the Contract are terminated. Contractor must escrow Source Code of all Software.