190000000897.pdf

STATE OF MICHIGAN PROCUREMENT

Department Technology, Management and Budget Central Procurement Services 320 S Walnut Street Lansing, MI 48933 P.O. Box 30026, Lansing, MI 48909

CONTRACT CHANGE NOTICE

Change Notice Number 14 to

Contract Number MA190000000897

C O

N

TR

AC

TO

R

KUNZ LEIGH & ASSOCIATES INC

28081 Southfield Road

Lathrup Village MI 48076-2816

Justin Shaulis

517-803-3217 j.shaulis@kunzleigh.com

CV0036059

ST

AT

E

Pr og ra m

M an ag er

Various Various

C on tr ac t Ad m in is tr at or Brandon Samuel DTMB

517-249-0439 samuelb@michigan.gov

CONTRACT SUMMARY

Revenue Sharing & Personal Property Tax System

INITIAL EFFECTIVE DATE

July 17, 2019

INITIAL EXPIRATION DATE

July 17, 2024

INITIAL AVAILABLE OPTIONS

5 - 1 Year

EXPIRATION DATE BEFORE

CHANGE(S) NOTED BELOW

July 17, 2027

PAYMENT TERMS

Net 45

DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS

P-Card Direct Voucher (PRC) Other

EXTENDED PURCHASING

Yes No

MINIMUM DELIVERY REQUIREMENTS

DESCRIPTION OF CHANGE NOTICE

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

July 17, 2028

CURRENT VALUE

$5,283,616.00

VALUE OF CHANGE NOTICE

$551,160.00

ESTIMATED AGGREGATE CONTRACT VALUE

$5,834,776.00

DESCRIPTION

Please note the Program Manager or Contract Administrator may have changed, and are reflected on this Change Notice.

Effective 9/16/26 this Contract is amended for:

Exercising 1-yr option, adding $551,600 along with attached SOW for continued M&O and Enhancements development plan to address maintenance and enhancement needs captured post-Go-Live for the Revenue Sharing & Personal Tax System.

All other terms, conditions, specifications, and pricing remain the same. Per contractor and agency agreement, DTMB Central Procurement Services approval, and State Administrative Board approval on 9/15/26.

CHANGE NOTICE NO. 14 TO CONTRACT NO. MA190000000897

Program Managers for

Multi-Agency and Statewide Contracts

AGENCY NAME PHONE EMAIL

TREA Evah Cole 517-256-5593 ColeE@michigan.gov

DTMB Lucy Pline 517-896-5103 plinel@michigan.gov

IT SOW CHANGE NOTICE

Required Intake Information

SOW Title: Treasury Revenue Sharing and Personal Property Tax System (RS-PPT)

Contractor Name: KUNZ LEIGH & ASSOCIATES INC

Contract Number: MA190000000897

Requesting Agency: Department of Treasury

Request Date: 08/26/2026

Completed by: Jerome Loongo

Contact Phone Email

Agency Program Manager: Evah Cole 517-335-7436 colee@michigan.gov

DTMB Program Manager: Lucy Pline 517-896-5103 plinel@michigan.gov

Contract Admin: Brandon Samuel 517-249-0439 Samuelb@michigan.gov

Contractor Contact: Justin Shaulis 517-803-3217 j.shaulis@kunzleigh.com

1. Background.

The Treasury Revenue Sharing and Personal Property Tax System (RS-PPT) is in Production. It was deployed to Production in 2 phases. Personal Property Tax functionality was deployed to Production on 08/16/2021, Revenue Sharing functionality was deployed to Production on 10/01/2021.

The application has been in production a few years and will continue maintenance and enhancements over the next year.

Change Notice (CN) #12 extended the project for maintenance operations and enhancements beginning on 10/01/2025 and is set to conclude on 9/30/2026.

2. SOW Objectives/Purpose.

The State is seeking a continued maintenance, operations, and enhancements development plan to address maintenance and enhancements needs captured post-Go-Live for the Revenue Sharing & Personal Property Tax System.

The period covered by this Change Notice starts on 10/1/26 and ends on 9/30/27.

A. Maintenance Plan

Defects will be addressed within Service Level Expectations outlined in the contract (171- 190000000897) and the Maintenance Plan (SEM-0301).

NOTE: Any identified Defect will be triaged by the Business Analyst (BA) and the Product Owner to determine the severity of the Defect. This effort will result in one of the following outcomes:

• RS-PPT will be deemed to be operating as designed and the Defect will be closed.

• The Defect may be converted into an Enhancement request.

• The Defect is considered a high impact to business and will be immediately put into the current Sprint and mitigated.

• This may also include a Hot-Fix deployment (an emergency release outside of planned releases).

• The Defect is considered a low impact to business and will be immediately put into the Backlog for prioritization.

B. Development Plan (Enhancements)

Contractor will continue to deliver the Revenue Sharing & Personal Property Tax (RS-PPT) system using the Scrum/Agile approach. This plan will be executed in four distinct phases, as defined below.

I. Discovery and Requirements Gathering

Joint Application Development sessions (JADs) will be scheduled as discovery sessions in which the Contractor team will work with Treasury business users and other stakeholders to review the Enhancement request and map requirements to those Enhancements to identify gaps. As executed throughout the RS-PPT Project, the Contractor team begins loading all the business, functional, and technical requirements into JIRA. JIRA provides functionality for:

• Reviewing and approving requirements, Epics, and User Stories.

• Tracking development and testing activities.

• Tracking Defects

• Linking User Stories to Requirements to provide detailed traceability information.

II. Backlog Grooming and Sprint Planning

Backlog grooming - the Product Owner with the Contractor BA and Lead Developer (Lead Dev), will establish the backlog and verify the highest priority items are at the top of the list. The effort will be recorded as Story Points from Discovery and Requirements Gathering Phase. Tickets identified as part of the Maintenance Plan will also be included in the Backlog for priority.

Sprint planning - the Product Owner with the KL&A BA and Lead Dev will conduct a Sprint Planning session in which they select as many of the highest priority User Stories (enhancements or bugs) possible for development within the month-long Sprint timeframe.

NOTE: Only Approved User Stories and Tickets will be placed in the Backlog and be eligible to be placed in a Development Sprint.

III. Development/Quality Assurance (QA) Testing, Sprint Review/Demo, and User Acceptance

Development/QA testing - Daily, the Lead Dev will record progress in JIRA. The developer unit tests the code before handing it off to the BA for functional and system integration testing. During this phase, the BA will also write user acceptance Test Cases based upon defined acceptance criteria.

Sprint review/demo - The Contractor project team will conduct a Sprint review meeting in which they demonstrate the new functionality developed during the Sprint. This provides an opportunity for Treasury feedback. Feedback within the scope of the approved User Story, depending upon the associated work, can be acted upon before the end of the Sprint, at the beginning of the next Sprint, or added to the backlog to be addressed at a later time. Any feedback requiring an increase to scope or change to the originating User Story requirement will be deferred for further evaluation by the Product Owner and BA.

User acceptance - either at the end of the Sprint or after a selected number of Sprints, the Contractor BA will work with appointed Treasury business users to execute user acceptance testing (UAT). Treasury testers will access the UAT Test Executions in JIRA.

JIRA provides traceability through a series of linkages from the Test Case to User Story, to Epic, to the original business, functional, and technical requirement, providing full traceability. Critical & Blocker Defects found during testing are hot-fixed into the Release scheduled to go to Production.

A. Business Specification Number B. Business Specification

C. Select if requirement is met by the Contractor with a Current capability, Configuration OR Customization

Web Administration Responsibilities – related to the hosting and deployment of the application Current capability

Database Administration Responsibilities – related to the hosting and deployment of the application Current capability

Other Technical support – related to hosting and deployment and modification of the application Current capability

3. Implementation Milestones, Deliverables, and Pricing.

Deliverables will not be considered complete until the Agency Project Manager formally accepts them. Deliverables for this project include:

• SEM-0185 upon the completion of each monthly sprint.

Contractor Composition and Responsibilities:

The Contractor team composition will begin with .75 Business Analyst, 1 Lead Developer, and .25 Project Manager. Per-Sprint development velocity is estimated between 25-35 User Story points (1 Lead Developer).

Contractor will provide the State 30 days’ notice and a transition plan if a resource is intended to be transitioned to a different project.

It is the State’s strong preference to maintain the same set of resources through the contract period.

The Contractor team is responsible for technical support (including Implementation support), defect remediation, as well as design and development of enhancements and testing support using a "capacity-based" approach. Because we are utilizing a capacity-based approach, Contractor will be able to adjust their team size up/down depending on the need of the project. The average KL&A team size measured throughout the life of this Change Notice should not deviate from the above proposed team. In the event capacity needs to be adjusted, the change control process will be followed to add/remove resource(s).

PROJECT CONTROL AND REPORTS:

A monthly progress report must be submitted to the Agency and DTMB Project Managers throughout the life of this project. This report may be submitted with the billing invoice. Each monthly progress report must contain the following:

1. Release schedule: Dates outlining the next release, including health check on progress towards target release dates.

2. Risks and Issues: Identification of risks or issues which could prevent the successful deploy at next target release date.

3. Accomplishments: Indicate what was worked on and what was completed during the current reporting period.

4. Funds: Indicate the amount of funds expended during the current reporting period, and the cumulative total to date for the project.

3.1. Implementation Table

Milestone Event Associated Milestone Deliverable(s) Milestone Date Implementation Fee

Sprint 1

MO+E6S1

(10/01/2026-10/31/2026)

Completed SEM-0185 11/01/2026 $45,930

Sprint 2

MO+E6S2

(11/01/2026-11/30/2026)

Completed SEM-0185 12/01/2026 $45,930

Sprint 3

MO+E6S3

(12/01/2026-12/31/2026)

Completed SEM-0185 01/01/2027 $45,930

Milestone Event Associated Milestone Deliverable(s) Milestone Date Implementation Fee

Sprint 4

MO+E6S4

(01/01/2027-01/31/2027)

Completed SEM-0185

02/01/2027 $45,930

Sprint 5

MO+E6S5

(02/01/2027-2/28/2027)

03/01/2027 $45,930

Sprint 6

MO+E6S6

(03/01/2027-03/31/2027)

04/01/2027 $45,930

Sprint 7

MO+E6S7

(04/01/2027-04/30/2027)

05/01/2027 $45,930

Sprint 8

MO+E6S8

(05/01/2027-05/31/2027)

Completed SEM-018

06/01/2027 $45,930

Milestone Event Associated Milestone Deliverable(s) Milestone Date Implementation Fee

Sprint 9

MO+E6S9

(06/01/2027-06/30/2027)

Completed SEM-0185 07/01/2027 $45,930

Sprint 10

MO+E6S10

(07/01/2027-07/31/2027)

08/01/2027 $45,930

Sprint 11

MO+E6S11

(08/01/2027-08/31/2027)

Completed SEM-0185 09/01/2027 $45,930

Sprint 12

MO+E6S12

(09/01/2027-09/30/2027)

Completed SEM-0185 10/01/2027 $45,930

*Contractor will invoice upon State Acceptance of Milestone Deliverable(s).

4. Total SOW Pricing.

Summary Table

Description Total

Operation maintenance Fees $ 551,160

Total SOW Amount $ 551,160

5. Other Information:

PROJECT PLAN:

October

1-Oct 2-Oct

Sprint Sprint MO+E6S1

5-Oct 6-Oct 7-Oct 8-Oct 9-Oct

Sprint Sprint Sprint Sprint Sprint MO+E6S1

12-Oct 13-Oct 14-Oct 15-Oct 16-Oct

19-Oct 20-Oct 21-Oct 22-Oct 23-Oct

26-Oct 27-Oct 28-Oct 29-Oct 30-Oct

November

2-Nov 3-Nov 4-Nov 5-Nov 6-Nov

Sprint Holiday Sprint Sprint Sprint MO+E6S2

9-Nov 10-Nov 11-Nov 12-Nov 13-Nov

Sprint Sprint Holiday Sprint Sprint MO+E6S2

16-Nov 17-Nov 18-Nov 19-Nov 20-Nov

Sprint Sprint Sprint Sprint Sprint MO+E6S2

23-Nov 24-Nov 25-Nov 26-Nov 27-Nov

Sprint Sprint Sprint Holiday Holiday MO+E6S2

30-Nov

Sprint

December

1-Dec 2-Dec 3-Dec 4-Dec Rlse #1

UAT

Sprint Sprint Rlse #1 Sprint MO+E6S3

7-Dec 8-Dec 9-Dec 10-Dec 11-Dec Rlse #1

Sprint Sprint Sprint Sprint Sprint MO+E6S3

14-Dec 15-Dec 16-Dec 17-Dec 18-Dec Rlse #1

Sprint Sprint Sprint Sprint Sprint MO+E6S3

21-Dec 22-Dec 23-Dec 24-Dec 25-Dec Rlse #1

Sprint Sprint Sprint Holiday Holiday MO+E6S3

28-Dec 29-Dec 30-Dec 31-Dec Rlse #1

Sprint Sprint Sprint Holiday MO+E6S3

January

1-Jan Rlse #1

Holiday MO+E6S4

4-Jan 5-Jan 6-Jan 7-Jan 8-Jan

Sprint Sprint Sprint Deploy Rlse

#1 Sprint MO+E6S4

11-Jan 12-Jan 13-Jan 14-Jan 15-Jan

Sprint Sprint Sprint Sprint Sprint MO+E6S4

18-Jan 19-Jan 20-Jan 21-Jan 22-Jan

Holiday Sprint Sprint Sprint Sprint MO+E6S4

25-Jan 26-Jan 27-Jan 28-Jan 29-Jan

Sprint Sprint Sprint Sprint Sprint MO+E6S4

February

1-Feb 2-Feb 3-Feb 4-Feb 5-Feb

Sprint Sprint Sprint Sprint Sprint MO+E6S5

8-Feb 9-Feb 10-Feb 11-Feb 12-Feb

15-Feb 16-Feb 17-Feb 18-Feb 19-Feb

Holiday Sprint Sprint Sprint Sprint MO+E6S5

22-Feb 23-Feb 24-Feb 25-Feb 26-Feb

March

1-Mar 2-Mar 3-Mar 4-Mar 5-Mar Rlse #2

Sprint Sprint Sprint Rlse #2 Sprint MO+E6S6

8-Mar 9-Mar 10-Mar 11-Mar 12-Mar Rlse #2

Sprint Sprint Sprint Sprint Sprint MO+E6S6

15-Mar 16-Mar 17-Mar 18-Mar 19-Mar Rlse #2

22-Mar 23-Mar 24-Mar 25-Mar 26-Mar Rlse #2

29-Mar 30-Mar 31-Mar Rlse #2

Sprint Sprint Sprint MO+E6S6

April

1-Apr 2-Apr Rlse #2

Sprint Sprint MO+E6S7

5-Apr 6-Apr 7-Apr 8-Apr 9-Apr

#2 Sprint MO+E6S7

12-Apr 13-Apr 14-Apr 15-Apr 16-Apr

Sprint Sprint Sprint Sprint Sprint MO+E6S7

19-Apr 20-Apr 21-Apr 22-Apr 23-Apr

26-Apr 27-Apr 28-Apr 29-Apr 30-Apr

May

3-May 4-May 5-May 6-May 7-May

Sprint Sprint Sprint Sprint Sprint MO+E6S8

10-May 11-May 12-May 13-May 14-May

17-May 18-May 19-May 20-May 21-May

24-May 25-May 26-May 27-May 28-May

31-May

Holiday MO+E6S8

June

1-Jun 2-Jun 3-Jun 4-Jun Rlse #3

Sprint Sprint Rlse #3 Sprint MO+E6S9

7-Jun 8-Jun 9-Jun 10-Jun 11-Jun Rlse #3

Sprint Sprint Sprint Sprint Sprint MO+E6S9

14-Jun 15-Jun 16-Jun 17-Jun 18-Jun Rlse #3

Sprint Sprint Sprint Sprint Holiday MO+E6S9

21-Jun 22-Jun 23-Jun 24-Jun 25-Jun Rlse #3

Sprint Sprint Sprint Sprint Sprint MO+E6S9

28-Jun 29-Jun 30-Jun Rlse #3

Sprint Sprint Sprint MO+E6S9

July

1-Jul 2-Jul Rlse #3

Sprint Sprint MO+E6S10

5-Jul 6-Jul 7-Jul 8-Jul 9-Jul

Holiday Sprint Sprint Deploy Rlse

#3 Sprint MO+E6S10

12-Jul 13-Jul 14-Jul 15-Jul 16-Jul

Sprint Sprint Sprint Sprint Sprint MO+E6S10

19-Jul 20-Jul 21-Jul 22-Jul 23-Jul

26-Jul 27-Jul 28-Jul 29-Jul 30-Jul

August

2-Aug 3-Aug 4-Aug 5-Aug 6-Aug

Sprint Sprint Sprint Sprint Sprint MO+E6S11

9-Aug 10-Aug 11-Aug 12-Aug 13-Aug

16-Aug 17-Aug 18-Aug 19-Aug 20-Aug

23-Aug 24-Aug 25-Aug 26-Aug 27-Aug

30-Aug 31-Aug

Sprint Sprint MO+E6S11

September

1-Sep 2-Sep 3-Sep Rlse #4

Sprint Rlse #4 Sprint MO+E6S12

6-Sep 7-Sep 8-Sep 9-Sep 10-Sep Rlse #4

Holiday Sprint Sprint Sprint Sprint MO+E6S12

13-Sep 14-Sep 15-Sep 16-Sep 17-Sep Rlse #4

Sprint Sprint Sprint Sprint Sprint MO+E6S12

20-Sep 21-Sep 22-Sep 23-Sep 24-Sep Rlse #4

Sprint Sprint Sprint Sprint Sprint MO+E6S12

27-Sep 28-Sep 29-Sep 30-Sep

#4

MO+E6S12

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

CONTRACT CHANGE NOTICE

Change Notice Number 13 to Contract Number MA190000000897

C O

N

TR

A C

TO

R

KUNZ LEIGH & ASSOCIATES INC

28081 Southfield Road

Lathrup Village MI 48076-2816

Justin Shaulis

517-803-3217 j.shaulis@kunzleigh.com

CV0036059

ST

A

TE

Pr og ra m

M an ag er

Various Various

C on tr ac t A dm in is tr at or Brandon Samuel DTMB

(517) 249-0439

SamuelB@michigan.gov

CONTRACT SUMMARY

Revenue Sharing & Personal Property Tax System

INITIAL EFFECTIVE DATE

July 17, 2019

INITIAL EXPIRATION DATE

July 17, 2024

INITIAL AVAILABLE OPTIONS

5 - 1 Year

EXPIRATION DATE

BEFORE

July 17, 2027

PAYMENT TERMS

Net 45

DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS

P-Card Direct Voucher (PRC) Other

EXTENDED PURCHASING

Yes No

MINIMUM DELIVERY REQUIREMENTS

DESCRIPTION OF CHANGE NOTICE

OPTION LENGTH OF OPTION EXTENSION LENGTH OF EXTENSION

REVISED EXP. DATE

CURRENT VALUE

$5,283,616.00

VALUE OF CHANGE NOTICE

$0.00

ESTIMATED AGGREGATE CONTRACT VALUE

$5,283,616.00

Please note the Program Manager or Contract Administrator may have changed, and are reflected on this Change Notice.

Effective March 9, 2026, the Contract is amended. ADA Compliance within the Statement of Work is replaced in its entirety with the following:

ADA Compliance.

Accessibility Requirements.

The State is required to comply with the Americans with Disabilities Act of 1990 (ADA) and has adopted standards and procedures regarding accessibility requirements for websites, applications, content, and electronic documents. Due to a change in the law, the State is required to comply with specific accessibility standards for websites, applications, content and documents.

Starting 4/24/2026, throughout the Term, all websites, applications, software, content, and electronic documents, including but not limited to mobile applications, text, images, sounds, videos, controls, animations, links, and documents (including files in the following formats: PDF, word processing, presentation, and spreadsheet), created, provided, or made available by the Contractor under this Contract, must comply with WCAG 2.1 Level AA.

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

CHANGE NOTICE NO. 13 TO CONTRACT NO. MA190000000897

Program Managers for

Multi-Agency and Statewide Contracts

AGENCY NAME PHONE EMAIL

DTMB Roger Weyersberg 517-897-1478 WeyersbergR@michigan.go v

TREA Beth Spencer 517-636-6303 SpencerB1@michigan.gov

DTMB Koppsch-WoodsK 517-243-8786 koppsch-woodsk@michigan.gov

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

CONTRACT CHANGE NOTICE

CONTRACT SUMMARY

Revenue Sharing & Personal Property Tax System

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

July 17, 2019 July 17, 2024 5 Months July 17, 2026

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

28081 Southfield Road

Lathrup Village MI 48076-2816

Justin Shaulis

517-803-3217 j.shaulis@kunzleigh.com

CV0036059

KUNZ LEIGH & ASSOCIATES INC

C O

N

TR

A C

TO

R

Patrick Russell

(517) 648-7767

DTMB

Various Various

RussellP2@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Change Notice Number 12

Contract Number MA190000000897 to

DESCRIPTION OF CHANGE NOTICE

OPTION EXTENSIONLENGTH OF OPTION LENGTH OF EXTENSION REVISED EXP. DATE

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

1 Year July 17, 2027

$5,283,616.00 $551,160.00 $5,834,776.00

Effective 09/25/2025, the parties hereby agree to the attached Statement of Work for continued Maintenance, Operations, and Enhancements development plan to address maintenance and enhancement needs captured post-Go-Live for the Revenue Sharing & Personal Property Tax (RS-PPT) System. The period covered by this Change Notice (CN) starts on 10/1/25 and ends on 9/30/26.

In addition, the State will exercise the third option year with a revised expiration date is 7/17/2027. The total cost of this project is $551,160.

All other terms, conditions, specifications, and pricing remain the same. Per contractor and agency agreement, DTMB Central Procurement Services approval, and State Administrative Board approval on 09/25/2025.

AGENCY NAME PHONE EMAIL

TREA Beth Spencer 517-636-6303 SpencerB1@michigan.gov

DTMB Koppsch-WoodsK 517-243-8786 koppsch-woodsk@michigan.gov

DTMB Roger Weyersberg 517-897-1478 WeyersbergR@michigan.go v

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 12 TO CONTRACT NO. MA190000000897

CHANGE NOTICE NO. 12 TO CONTRACT NO. MA190000000897

Michigan.gov/MiProcurement

Version 2021-1 1 of 16

STATEMENT OF WORK -

IT CHANGE NOTICE

Project Title:

Treasury Revenue Sharing and Personal Property Tax System (RS-PPT)

Period of Coverage:

10/1/25 - 9/30/26

Requesting Department:

Michigan Department of Treasury

Date:

8/14/25

Agency Project Manager:

Evah Cole

Phone:

517-335-7436

DTMB Project Manager:

Roger Weyersberg

Phone:

517-897-1478

Brief description of services to be provided:

BACKGROUND:

RS-PPT is in Production. It was deployed to Production in 2 phases. Personal Property Tax functionality was deployed to Production on 08/16/2021, Revenue Sharing functionality was deployed to Production on 10/01/2021.

The application has been in production a few years and will continue maintenance and enhancements over the next year.

CN9 to extend the project for Maintenance Operations and Enhancements began on 10/01/2024 and is set to conclude on 09/30/2025.

PROJECT OBJECTIVE:

The State is seeking a continued Maintenance, Operations, and Enhancements development plan to address maintenance and enhancements needs captured post- Go-Live for the Revenue Sharing & Personal Property Tax (RS-PPT) System.

The period covered by this Change Notice (CN) starts on 10/1/25 and ends on 9/30/26.

Version 2021-1 2 of 16

1. Maintenance Plan

Defects will be addressed within Service Level Expectations outlined in the contract (171-190000000897) and the Maintenance Plan (SEM-0301).

NOTE: Any identified Defect will be triaged by the Business Analyst (BA) and the Product Owner to determine the severity of the Defect. This effort will result in one of the following outcomes:

• RS-PPT will be deemed to be operating as designed and the Defect will be closed

• The Defect may be converted into an Enhancement request

• The Defect is considered a high impact to business and will be immediately put into the current Sprint and mitigated

• This may also include a Hot-Fix deployment (an emergency release outside of planned releases)

• The Defect is considered a low impact to business and will be immediately put into the Backlog for prioritization.

2. Development Plan (Enhancements)

KL&A will continue to deliver the Revenue Sharing & Personal Property Tax (RS- PPT) system using the Scrum/Agile approach. This plan will be executed in four distinct phases, as defined below.

a. Discovery and Requirements Gathering

• JADs will be scheduled as discovery sessions in which the KL&A team will work with Treasury business users and other stakeholders to review the Enhancement request and map requirements to those Enhancements to identify gaps. As executed throughout the RS-PPT Project, the KL&A team begins loading all the business, functional, and technical requirements into JIRA. JIRA provides functionality for:

• Reviewing and approving requirements, Epics, and User Stories.

• Tracking development and testing activities.

• Tracking Defects

• Linking User Stories to Requirements to provide detailed traceability information.

b. Backlog Grooming and Sprint Planning Backlog grooming - the Product Owner with the KL&A BA and Lead Developer (Lead Dev), will establish the backlog and verify the highest priority items are at the top of the list. The effort will be recorded as Story Points from Discovery and Requirements Gathering Phase.

Tickets identified as part of the Maintenance Plan will also be included in the Backlog for priority.

Version 2021-1 3 of 16

Sprint planning - the Product Owner with the KL&A BA and Lead Dev will conduct a Sprint Planning session in which they select as many of the highest priority User Stories (enhancements or bugs) possible for development within the month-long Sprint timeframe.

NOTE: Only Approved User Stories and Tickets will be placed in the Backlog and be eligible to be placed in a Development Sprint.

c. Development/Quality Assurance (QA) Testing, Sprint Review/Demo, and User Acceptance

Development/QA testing - Daily, the Lead Dev will record progress in JIRA. The developer unit tests the code before handing it off to the BA for functional and system integration testing. During this phase, the BA will also write user acceptance Test Cases based upon defined acceptance criteria.

Sprint review/demo - The KL&A project team will conduct a Sprint review meeting in which they demonstrate the new functionality developed during the Sprint.

This provides an opportunity for Treasury feedback. Feedback within the scope of the approved User Story, depending upon the associated work, can be acted upon before the end of the Sprint, at the beginning of the next Sprint, or added to the backlog to be addressed at a later time. Any feedback requiring an increase to scope or change to the originating User Story requirement will be deferred for further evaluation by the Product Owner and BA.

User acceptance—either at the end of the Sprint or after a selected number of Sprints, the KL&A BA will work with appointed Treasury business users to execute user acceptance testing (UAT). Treasury testers will access the UAT Test Executions in JIRA. JIRA provides traceability through a series of linkages from the Test Case to User Story, to Epic, to the original business, functional, and technical requirement, providing full traceability. Critical & Blocker Defects found during testing are hot-fixed into the Release scheduled to go to Production.

Version 2021-1 4 of 16

d. Implementation

There are 4 quarterly releases of functionality in this plan. The estimated dates of releases are:

Release Number UAT Testing Start Production Deploy Date

Rlse #1 12/04/2025 01/08/2026

Rlse #2 03/05/2026 04/09/2026

Rlse #3 06/04/2026 07/09/2026

Rlse #4 09/03/2026 09/30/2026

Note this is a proposed release schedule which is subject to change. The number of releases in the upcoming year may increase/decrease depending on the business need. Based on an affirmative approval of the Release Document, KL&A will work with DTMB and Treasury to execute the Go-Live Plan.

TASKS:

Technical support is required to assist with the following tasks:

1. Web Administration Responsibilities – related to the hosting and deployment the application

2. Database administration Responsibilities – related to the hosting and deployment of the application

3. Other Technical support – related to hosting and deployment of the application

DELIVERABLES:

Deliverables will not be considered complete until the Agency Project Manager formally accepts them. Deliverables for this project include:

• SEM-0185 upon the completion of each monthly sprint.

KL&A team composition and responsibilities

The KL&A team composition will begin with .75 Business Analyst, 1 Lead Developer, and .25 Project Manager. Per-Sprint development velocity is estimated between 25- 35 User Story points (1 Lead DEV).

KL&A will provide the State 30 days’ notice and a transition plan if a resource is intended to be transitioned to a different project. It is the State’s strong preference to maintain the same set of resources through the contract period.

Version 2021-1 5 of 16

The proposed KL&A team is responsible for technical support (including Implementation support), defect remediation, as well as design and development of enhancements and testing support using a "capacity-based" approach. Because we are utilizing a capacity-based approach, KL&A will be able to adjust their team size up/down depending on the need of the project. The average KL&A team size measured throughout the life of this Change Notice should not deviate from the above proposed team. In the event capacity needs to be adjusted, the change control process will be followed to add/remove resource(s).

A monthly progress report must be submitted to the Agency and DTMB Project Managers throughout the life of this project. This report may be submitted with the billing invoice. Each monthly progress report must contain the following:

1. Release schedule: Dates outlining the next release, including health check on progress towards target release dates.

2. Risks and Issues: Identification of risks or issues which could prevent the successful deploy at next target release date. Michigan.gov/MiProcurement Version 2021-1 5 of 16

3. Accomplishments: Indicate what was worked on and what was completed during the current reporting period.

4. Funds: Indicate the amount of funds expended during the current reporting period, and the cumulative total to date for the project.

PAYMENT SCHEDULE:

Payment will be made on a satisfactory acceptance of each deliverable basis. DTMB will pay CONTRACTOR upon receipt of properly completed invoice(s) which shall be submitted to the billing address on the State issued purchase order not more often than monthly. DTMB Accounts Payable area will coordinate obtaining Agency and DTMB Project Manager approvals. All invoices should reflect actual work completed by payment date and must be approved by the Agency and DTMB Project Manager prior to payment.

The invoices shall describe and document to the State’s satisfaction a description of the work performed, the progress of the project, and fees. When expenses are invoiced, receipts will need to be provided along with a detailed breakdown of each type of expense.

Payment shall be considered timely if made by DTMB within forty-five (45) days after receipt of properly completed invoices.

Payable Description Invoice Amount Invoice Date

Sprint 1

MO+E5S1

$45,930

11/01/2025

Version 2021-1 6 of 16

(10/1/2025-10/31/2025)

Total

Sprint 2

MO+E5S2

(11/01/2025-11/30/2025)

12/01/2025

Sprint 3

MO+E5S3

(12/01/2025-12/31/2025)

01/01/2026

Sprint 4

MO+E5S4

(01/01/2026-01/31/2026)

02/01/2026

Sprint 5

MO+E5S5

(02/01/2026- 02/28/2026)

03/01/2026

Sprint 6

MO+E5S6

(03/01/2026- 03/31/2026)

04/01/2026

Sprint 7

MO+E5S7

(04/01/2026- 04/30/2026)

05/01/2026

Sprint 8

MO+E5S8

06/01/2026

Version 2021-1 7 of 16

(05/01/2026- 05/31/2026)

Sprint 9

MO+E5S9

(06/01/2026- 06/30/2026)

07/01/2026

Sprint 10

MO+E5S10

(07/01/2026- 07/31/2026)

08/01/2026

Sprint 11

MO+E5S11

(08/01/2026- 08/31/2026)

09/01/2026

Sprint 12

MO+E5S12

(09/01/2026- 09/30/2026)

10/01/2026

Grand Total $551,160

EXPENSES:

The State will NOT pay for any travel expenses, including hotel, mileage, meals, parking, etc.

PROJECT CONTACTS:

The designated Agency Project Manager is:

Evah Cole Department of Treasury Richard H Austin building 430 W. Allegan St.

Lansing, MI 48933

Version 2021-1 8 of 16

517-335-7436 colee@michigan.gov

The designated DTMB Program Manager is:

Roger Weyersberg II

DTMB

AS-Treasury Operations Center 2nd Floor 7285 Parsons Drive, Dimondale, MI 48821 517-896-5103 WeyersbergR@michigan.gov

LOCATION OF WHERE THE WORK IS TO BE PERFORMED:

Consultants will work at:

• Remotely (or)

• Kunz, Leigh & Associates – Okemos Office 2164 University Park Dr #200, Okemos, MI 48864

EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:

Work hours are not to exceed eight (8) hours a day, forty (40) hours a week. Normal working hours of 8:00 am to 5:00 pm are to be observed unless otherwise agreed to in writing.

No overtime will be permitted.

This purchase order is a release from Contract Number 190000000897. This purchase order, statement of work, and the terms and conditions of Contract Number 190000000897 constitute the entire agreement between the State and the Contractor.

1-Oct 2-Oct 3-Oct

Sprint Sprint Sprint MO+E5S1

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24-Nov 25-Nov 26-Nov 27-Nov 28-Nov

Sprint Sprint Sprint Holiday Holiday MO+E5S2

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Sprint Sprint Sprint Sprint Sprint MO+E5S3

22-Dec 23-Dec 24-Dec 25-Dec 26-Dec Rlse #1 UAT

Sprint Sprint Holiday Holiday Sprint MO+E5S3

29-Dec 30-Dec 31-Dec Rlse #1 UAT

Sprint Sprint Holiday MO+E5S3

1-Jan 2-Jan Rlse #1 UAT

Holiday Sprint MO+E5S4

5-Jan 6-Jan 7-Jan 8-Jan 9-Jan

Sprint Sprint Sprint Deploy Rlse #1 Sprint MO+E5S4

12-Jan 13-Jan 14-Jan 15-Jan 16-Jan

Sprint Sprint Sprint Sprint Sprint MO+E5S4

19-Jan 20-Jan 21-Jan 22-Jan 23-Jan

Holiday Sprint Sprint Sprint Sprint MO+E5S4

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26-Jan 27-Jan 28-Jan 29-Jan 30-Jan

Sprint Sprint Sprint Sprint Sprint MO+E5S4

2-Feb 3-Feb 4-Feb 5-Feb 6-Feb

Sprint Sprint Sprint Sprint Sprint MO+E5S5

9-Feb 10-Feb 11-Feb 12-Feb 13-Feb

16-Feb 17-Feb 18-Feb 19-Feb 20-Feb

Holiday Sprint Sprint Sprint Sprint MO+E5S5

23-Feb 24-Feb 25-Feb 26-Feb 27-Feb

2-Mar 3-Mar 4-Mar 5-Mar 6-Mar Rlse #2 UAT

Sprint Sprint Sprint Rlse #2 Sprint MO+E5S6

9-Mar 10-Mar 11-Mar 12-Mar 13-Mar Rlse #2 UAT

Sprint Sprint Sprint Sprint Sprint MO+E5S6

16-Mar 17-Mar 18-Mar 19-Mar 20-Mar Rlse #2 UAT

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23-Mar 24-Mar 25-Mar 26-Mar 27-Mar Rlse #2 UAT

30-Mar 31-Mar Rlse #2 UAT

Sprint Sprint MO+E5S6

1-Apr 2-Apr 3-Apr Rlse #2 UAT

Sprint Sprint Sprint MO+E5S7

6-Apr 7-Apr 8-Apr 9-Apr 10-Apr

Sprint Sprint Sprint Deploy Rlse #2 Sprint MO+E5S7

13-Apr 14-Apr 15-Apr 16-Apr 17-Apr

Sprint Sprint Sprint Sprint Sprint MO+E5S7

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Sprint Sprint Sprint Sprint Sprint MO+E5S7

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Sprint Sprint Sprint Sprint MO+E5S7

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1-May

Sprint MO+E5S8

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Sprint Sprint Sprint Sprint Sprint MO+E5S8

11-May 12-May 13-May 14-May 15-May

18-May 19-May 20-May 21-May 22-May

25-May 26-May 27-May 28-May 29-May

Holiday Sprint Sprint Sprint Sprint MO+E5S8

1-Jun 2-Jun 3-Jun 4-Jun 5-Jun Rlse #3 UAT

Sprint Sprint Sprint Rlse #3 Sprint MO+E5S9

8-Jun 9-Jun 10-Jun 11-Jun 12-Jun Rlse #3 UAT

Sprint Sprint Sprint Sprint Sprint MO+E5S9

15-Jun 16-Jun 17-Jun 18-Jun 19-Jun Rlse #3 UAT

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29-Jun 30-Jun Rlse #3 UAT

Sprint Sprint MO+E5S9

1-Jul 2-Jul 3-Jul Rlse #3 UAT

Sprint Sprint Holiday MO+E5S10

6-Jul 7-Jul 8-Jul 9-Jul 10-Jul

Sprint Sprint Sprint Deploy Rlse #3 Sprint MO+E5S10

13-Jul 14-Jul 15-Jul 16-Jul 17-Jul

Sprint Sprint Sprint Sprint Sprint MO+E5S10

20-Jul 21-Jul 22-Jul 23-Jul 24-Jul

27-Jul 28-Jul 29-Jul 30-Jul 31-Jul

3-Aug 4-Aug 5-Aug 6-Aug 7-Aug

Sprint Sprint Sprint Sprint Sprint MO+E5S11

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10-Aug 11-Aug 12-Aug 13-Aug 14-Aug

17-Aug 18-Aug 19-Aug 20-Aug 21-Aug

24-Aug 25-Aug 26-Aug 27-Aug 28-Aug

31-Aug

Sprint MO+E5S11

1-Sep 2-Sep 3-Sep 4-Sep Rlse #4 UAT

Sprint Sprint Rlse #4 Sprint MO+E5S12

7-Sep 8-Sep 9-Sep 10-Sep 11-Sep Rlse #4 UAT

Holiday Sprint Sprint Sprint Sprint MO+E5S12

14-Sep 15-Sep 16-Sep 17-Sep 18-Sep Rlse #4 UAT

Sprint Sprint Sprint Sprint Sprint MO+E5S12

21-Sep 22-Sep 23-Sep 24-Sep 25-Sep Rlse #4 UAT

Sprint Sprint Sprint Sprint Sprint MO+E5S12

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Sprint Sprint Deploy Rlse #4 MO+E5S12

STATE OF MICHIGAN

ENTERPRISE PROCUREMENT

Department of Technology, Management, and Budget 320 S. Walnut Street 2nd Floor Lansing, MI 48933

P.O. BOX 30026 LANSING, MICHIGAN 48909

CONTRACT CHANGE NOTICE

CONTRACT SUMMARY

Revenue Sharing & Personal Property Tax System

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

July 17, 2019 July 17, 2024 5 - 12 Months July 17, 2026

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

N/A

P-Card Direct Voucher (PRC) Other Yes No

28081 Southfield Road

Lathrup Village MI 48076-2816

Justin Shaulis

517-803-3217 j.shaulis@kunzleigh.com

CV0036059

KUNZ LEIGH & ASSOCIATES INC

C O

N

TR

A C

TO

R

Brandon Samuel

517-249-0439

DTMB

Various Various samuelb@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

N/ANet 45

Change Notice Number 11

Contract Number MA190000000897 to

DESCRIPTION OF CHANGE NOTICE

OPTION EXTENSIONLENGTH OF OPTION LENGTH OF EXTENSION REVISED EXP. DATE

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$5,283,616.00 $0.00 $5,283,616.00

DESCRIPTION

Effective 6/10/2025, please note that the Program Manager has changed to Roger Weyersberg.

DTMB Kim Koppsch-Woods 517-243-8786 koppsch-woodsk@michigan.gov

DTMB Roger Weyersberg 517-897-1478 WeyersbergR@michigan.go v

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 11 TO CONTRACT NO. MA190000000897

Department of Technology, Management, and Budget 320 S. Walnut Street 2nd Floor Lansing, MI 48933

P.O. BOX 30026 LANSING, MICHIGAN 48909

CONTRACT CHANGE NOTICE

CONTRACT SUMMARY

Revenue Sharing & Personal Property Tax System

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

July 17, 2019 July 17, 2024 5 - 12 Months July 17, 2026

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

N/A

P-Card Direct Voucher (PRC) Other Yes No

28081 Southfield Road

Lathrup Village MI 48076-2816

Justin Shaulis

517-803-3217 j.shaulis@kunzleigh.com

CV0036059

KUNZ LEIGH & ASSOCIATES INC

C O

N

TR

A C

TO

R

Brandon Samuel

517-249-0439

DTMB

Various Various samuelb@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

N/ANet 45

Change Notice Number 10

Contract Number MA190000000897 to

DESCRIPTION OF CHANGE NOTICE

OPTION EXTENSIONLENGTH OF OPTION LENGTH OF EXTENSION REVISED EXP. DATE

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$5,255,066.00 $28,550.00 $5,283,616.00

DESCRIPTION

Effective May 19, 2025, the following amendment is incorporated into this Contract per attachment statement of work (SOW) with additional funding of $28,550.

DTMB Thomas Potts 5176365098 PottsT1@michigan.gov

DTMB Kim Koppsch-Woods 517-243-8786 koppsch-woodsk@michigan.gov

Program Managers for

CHANGE NOTICE NO. 10 TO CONTRACT NO. MA190000000897

Version 2021-1 1 of 5

STATEMENT OF WORK -

IT CHANGE NOTICE

Project Title:

Revenue Sharing Web Discovery

Period of Coverage:

5/12/2025 – 7/31/2025

Requesting Department:

Treasury

Date:

5/9/2025

Agency Program Manager:

Evah Cole

Phone:

517-335-7436

DTMB Program Manager:

Lucy Pline

Phone:

517-896-5103

Brief description of services to be provided:

Statement of work is being provided to engage Kunz Leigh and Associates in a Sprint 0 discovery session to gather high level details and formal requirement gathering to support a full estimate from the vendor for the Revenue Sharing Website rewrite effort.

BACKGROUND:

The State of Michigan (State), through the Michigan Department of Technology, Management, and Budget (DTMB), and the Michigan Department of Treasury (Treasury) are seeking a modernization of the Revenue Sharing Web system. The processes to publish data are a time-consuming pain point for both Treasury and DTMB. Treasury would like to leverage the Revenue Sharing and Personal Property Tax (RS-PPT) system as an integrated data repository and enhance RS-PPT to streamline the estimation process. Treasury also seeks user experience improvements to the web portal and increased presentation options.

PROJECT OBJECTIVE:

Before Revenue Sharing Web can be re-written a discovery to understand the current system, the pain points, the needs, and vision of Treasury and DTMB are required. The objective of this project is for DTMB and Treasury to engage Kunz, Leigh & Associates to provide discovery services to determine system requirements.

SCOPE OF WORK:

Work includes documenting process flows, documenting user needs, defining and documenting requirements, identifying integrations, facilitating discovery sessions, and developing a statement of work for implementation of Revenue Sharing Web rewrite, enhancements to RS-PPT, and a customer portal. This work reflects the requirement

Version 2021-1 2 of 5 gathering effort associated with the proposed project and is designed to reduce risk associated with future change notices.

TASKS:

Technical support is required to assist with the following tasks:

• State of Michigan will explain how the current system works.

• State of Michigan will review and sign off on requirements and design

• Contractor will provide deliverables.

DELIVERABLES:

Deliverables will not be considered complete until the Agency Program Manager and DTMB Program Manager have formally accepted them. Deliverables for this project include:

• System requirements, including:

o Process flow charts.

o Documented user needs.

o Screen Mockups.

o Integrations identified

• KL&A facilitated discovery sessions, in which requirements for the system will be discussed and refined.

• Statement of work for development and implementation, including:

o Pricing for the Revenue Share Web rewrite, RS-PPT enhancements, and a Customer Portal o Pricing should be delivered in a split pricing format based on functionality, to allow Treasury to select the functionality that will be implemented in the final system.

ACCEPTANCE CRITERIA:

Office of Revenue and Tax Analysis (ORTA) sign-off on requirements specifications.

Successful delivery of the items identified in the Deliverables section above.

Version 2021-1 3 of 5

A bi-weekly progress report must be submitted to the Agency and DTMB Project Managers throughout the life of this project. This report may be submitted with the billing invoice. Each bi-weekly progress report must contain the following:

1. Accomplishments: Indicate what was worked on and what was completed during the current reporting period.

2. Funds: Indicate the amount of funds expended during the current reporting period, and the cumulative total to date for the project.

PAYMENT SCHEDULE:

Payment will be made on a Satisfactory acceptance of each Milestone basis. DTMB will pay CONTRACTOR upon receipt of properly completed invoice(s) which shall be submitted to the billing address on the State issued purchase order not more often than monthly. DTMB Accounts Payable area will coordinate obtaining Agency and DTMB Program Manager approvals. All invoices should reflect actual work completed by payment date and must be approved by the Agency and DTMB Program Managers prior to payment. The invoices shall describe and document to the State’s satisfaction a description of the work performed, the progress of the project, and fees. When expenses are invoiced, receipts will need to be provided along with a detailed breakdown of each type of expense.

Milestone Milestone Duration Cost Project Initiation & Functional Overview 1 week $4,250 Discovery Sessions 5 weeks (1 per week) $17,650 Requirements Review, Update, and Approval

2 weeks $6,650

Total $28,550

Payment shall be considered timely if made by DTMB within forty-five (45) days after receipt of properly completed invoices.

EXPENSES:

The State will NOT pay for any travel expenses, including hotel, mileage, meals, parking, etc.

PROJECT CONTACTS:

The designated Agency Program Manager is:

Name: Evah Cole

Version 2021-1 4 of 5

Department: Treasury Area: ORTA Building/Floor: Austin Building, 2nd floor Address: 430 W Allegan City/State/Zip: Lansing, MI 48933 Phone Number: 517-335-7436 Email Address: ColeE@michigan.gov

The designated DTMB Program Manager is:

Name: Lucy Pline Department: DTMB Area: AS-Treasury Building/Floor: Ops Center, 2nd floor Address: 7285 Parsons Drive City/State/Zip: Dimondale, MI 48821 Phone Number: 517-896-5103 Email Address: plinel@michigan.gov

AGENCY & DTMB RESPONSIBILITIES:

• Provide subject matter experts for requirements validation.

• Provide subject matter experts for interfaces to State agency systems.

• Review and approve deliverables.

• Review and approve invoices.

• DTMB to provide a Project Manager

LOCATION OF WHERE THE WORK IS TO BE PERFORMED:

Consultants will work at:

• Kunz, Leigh & Associates in Okemos, MI.

EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:

Work hours are not to exceed eight (8) hours a day, forty (40) hours a week. Normal working hours of 8:00 am to 5:00 pm are to be observed unless otherwise agreed to in writing.

No overtime will be permitted.

Version 2021-1 5 of 5

Milestones:

Start Date Duration Project Kickoff Within 30 days of contractor receiving purchase order

1 day

Project Initiation & Functional Overview

Monday following Kickoff

1 week

Discovery Sessions Monday following Initiation

5 weeks

Requirements Review, Update, and Approval

Monday following Discovery Sessions

2 weeks

Department of Technology, Management, and Budget 320 S. Walnut Street 2nd Floor Lansing, MI 48933

P.O. BOX 30026 LANSING, MICHIGAN 48909

CONTRACT CHANGE NOTICE

CONTRACT SUMMARY

Revenue Sharing & Personal Property Tax System

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

July 17, 2019 July 17, 2024 5 - 12 Months July 17, 2025

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

28081 Southfield Road

Lathrup Village MI 48076-2816

Justin Shaulis

517-803-3217 j.shaulis@kunzleigh.com

CV0036059

KUNZ LEIGH & ASSOCIATES INC

C O

N

TR

A C

TO

R

Brandon Samuel

517-249-0439

DTMB

Various Various samuelb@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Change Notice Number 9 to

Contract Number 190000000897

DESCRIPTION OF CHANGE NOTICE

OPTION EXTENSIONLENGTH OF OPTION LENGTH OF EXTENSION REVISED EXP. DATE

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

12 Months July 17, 2026

$5,255,066.00 $0.00 $5,255,066.00

Effective 10/1/2024, the following amendment is incorporated into this Contract per attached statement of work (SOW). The total cost is $551,160.00, however, enough funding is on the contract. Therefore additional funding does not need to be added.

This change includes continued Maintenance, Operations, and Enhancements development plan to address maintenance and enhancement needs captured post-Go-Live for the Revenue Sharing & Personal Property Tax (RS-PPT) System.

Additionally, the State is exercising the second option year. The revised contract expiration date is 07/17/2026.

Please note the Contract Administrator has been changed to Brandon Samuel.

DTMB Kim Koppsch-Woods 517-243-8786 koppsch-woodsk@michigan.gov

DTMB Thomas Potts 517-636-5098 PottsT1@michigan.gov

Program Managers for

CHANGE NOTICE NO. 9 TO CONTRACT NO. 190000000897

Version 2021-1 1 of 16

STATEMENT OF WORK -

IT CHANGE NOTICE

Project Title:

Treasury Revenue Sharing and Personal Property Tax System (RS-PPT)

Period of Coverage:

10/1/24 - 9/30/25

Requesting Department:

Michigan Department of Treasury

Date:

10/18/2024

Agency Project Manager:

Evah Cole

Phone:

517-335-7436

DTMB Project Manager:

Lucy Pline

Phone:

517-896-5103

Brief description of services to be provided:

BACKGROUND:

RS-PPT is in Production. It was deployed to Production in 2 phases. Personal Property Tax functionality was deployed to Production on 08/16/2021 and Revenue Sharing functionality was deployed to Production on 10/01/2021.

The application has been in production a few years and will continue maintenance and enhancements over the next year.

CN7 to extend the project for Maintenance Operations and Enhancements began on 10/01/2023 and is set to conclude on 09/30/2024.

PROJECT OBJECTIVE:

development plan to address maintenance and enhancements needs captured post-Go- Live for the Revenue Sharing & Personal Property Tax (RS-PPT) System.

The period covered by this Change Notice (CN) starts on 10/1/24 and ends on 9/30/25.

SCOPE OF WORK:

1. Maintenance Plan

Defects will be addressed within Service Level Expectations outlined in the contract (171-190000000897) and the Maintenance Plan (SEM-0301).

Version 2021-1 2 of 16

NOTE: Any identified Defect will be triaged by the Business Analyst (BA) and the Product Owner to determine the severity of the Defect. This effort will result in one of the following outcomes:

• RS-PPT will be deemed to be operating as designed and the Defect will be closed

i. The Defect may be converted into an Enhancement request

• The Defect is considered a high impact to business and will be immediately put into the current Sprint and mitigated

i. This may also include a Hot-Fix deployment (an emergency release outside of planned releases)

• The Defect is considered a low impact to business and will be immediately put into the Backlog for prioritization.

2. Development Plan (Enhancements)

KL&A will continue to deliver the Revenue Sharing & Personal Property Tax (RS- PPT) system using the Scrum/Agile approach. This plan will be executed in four distinct phases, as defined below.

a. Discovery and Requirements Gathering

JADs will be scheduled as discovery sessions in which the KL&A team will work with Treasury business users and other stakeholders to review the Enhancement request and map requirements to those Enhancements to identify gaps. As executed throughout the RS-PPT Project, the KL&A team begins loading all the business, functional, and technical requirements into JIRA. JIRA provides functionality for:

• Reviewing and approving requirements, Epics, and User Stories.

• Tracking development and testing activities.

• Tracking Defects

• Linking User Stories to Requirements to provide detailed traceability information.

b. Backlog Grooming and Sprint Planning Backlog grooming - the Product Owner with the KL&A BA and Lead Developer (Lead Dev), will establish the backlog and verify the highest priority items are at the top of the list. The effort will be recorded as Story Points from Discovery and Requirements Gathering Phase. Tickets identified in Section 3 of this plan will also be included in the Backlog for priority.

Sprint planning - the Product Owner with the KL&A BA and Lead Dev will conduct a Sprint Planning session in which they select as many of the highest priority User Stories (enhancements or bugs) possible for development within the month-long Sprint timeframe.

Version 2021-1 3 of 16

NOTE: Only Approved User Stories and Tickets will be placed in the Backlog and be eligible to be placed in a Development Sprint.

c. Development/Quality Assurance (QA) Testing, Sprint Review/Demo, and

User Acceptance

Development/QA testing - Daily, the Lead Dev will record progress in JIRA. The developer unit tests the code before handing it off to the BA for functional and system integration testing. During this phase, the BA will also write user acceptance Test Cases based upon defined acceptance criteria.

Sprint review/demo - The KL&A project team will conduct a Sprint review meeting in which they demonstrate the new functionality developed during the Sprint.

This provides an opportunity for Treasury feedback. Feedback within the scope of the approved User Story, depending upon the associated work, can be acted upon before the end of the Sprint, at the…