200000002077.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

CONTRACT SUMMARY

inFormed Hosting and Support

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

September 10, 2020 October 1, 2023 2 - 1 Year December 31, 2034

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

Matt Stanton

716-720-0214 matt.stanton@libera.com

CV0152894

LIBERA INC

C O

N

TR

A C

TO

R

Angela Wright

517-899-4646

DTMB

Various Various

WrightA33@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Change Notice Number 11

Contract Number MA200000002077 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

0 Years

$8,033,646.27 $91,667.00 $8,125,313.27

DESCRIPTION

Effective September 15, 2025 this Contract is increased by $91,667.00 for Labor and Economic Opportunity (LEO) use per the attached SOW.

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

AGENCY NAME PHONE EMAIL

LEO Mike Pemble 517-643-0410 PembleM@michigan.gov

DTMB Chris Chittenden 517-898-5166 ChittendenC@michigan.gov

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 11 TO CONTRACT NO. MA200000002077

CHANGE NOTICE NO. 11 TO CONTRACT NO. MA200000002077

Michigan.gov/MiProcurement

STATEMENT OF WORK -

IT CHANGE NOTICE

Project Title:

VR Tracker Integration with Libera

Period of Coverage:

9/1/2025– 12/31/2034

Requesting Department:

Labor & Economic Opportunity

Date:

7/22/2025

Agency Program Manager:

Mike Pemble

Phone:

517-643-0410

DTMB Program Manager:

Chris Chittenden

Phone:

517-898-5166

Brief description of services to be provided:

BACKGROUND:

MI BSBP seeks additional interface to be added to the inFormed VR Solution for managing SSR reimbursements. In addition, MI BSBP has asked for an additional interface to be added to the inFormed VR Solution for managing inbound payments.

PROJECT OBJECTIVE:

Contractor will integrate the Libera application with J. Morrow SSR Interface, to enable the State to synchronize client data, authorization data, and outcomes.

SCOPE OF WORK:

Contractor will provide the following Services and Deliverable(s) for this agreement no later than December 31, 2025:

1. J. Morrow SSR Interface with Libera application

1.1 Contractor will develop 2 types of files per the following specifications. These files will be placed on the Libera-MI-SFTP (or agreed location) for automated intervals based on the agency’s requirements and consumed by VR Tracker as needed.

1.2 File 1 – Case Data

Case Management System Client Data

1. Field Name

2. Dat a Typ

3. Description e

4. client_id 5. varc har( 16)

6. unique value that identifies individual client

7.

8. case_num ber

9.

10. varc har( 16)

11. unique value that identifies individual case (used if client has

12. more than one VR case)

13. office_id 14. varc har( 16)

15. identifier for office where client is being served

16. office_na me

17. varc har(

18. name of office where client is being served

19. caseload_i d

20. varc har( 16)

21. identifier for caseload (counselor) serving client

22. caseload_ name

23. varc har(

24. name of VR counselor serving client

25. first_name 26. varc har( 32)

27. client first name

28. middle_ini tial

29. varc har( 1)

30. client middle initial

31. last_name 32. varc har( 32)

33. client last name

34. ssn 35. varc har( 9)

36. client social security number

37. date_of_bi rth

38. dat e

39. client date of birth

40.

41. blind

42.

43. bit

44. indicates whether the case is considered blind by Social Security

45. - non-blind (0) or blind (1) 46.

47. current_st atus

48.

49. varc har( 32)

50. either status code (i.e. 26) or status description (i.e.

closed successfully)

51. ref_date 52. dat eti me

53. client VR referral date for the case (00)

54. app_date 55. dat eti me

56. client VR application date for the case (02)

57. ipe_date 58. dat eti me

59. client VR IPE date for the case (12)

60. emp_date 61. dat eti me

62. client VR employment date for the case (22)

63. close_date 64. dat eti me

65. client VR closure date for the case (26, 28, etc.)

66. employer_ name

67. varc har(

68. name of client's employer (if available)

69. employer_ address

70. varc har( max

71. address of client's employer (if available)

Version 2021-1 4 of 11

72.

73. ssi_app

74.

75. bit

76. indicates whether client was on SSI at time of application (1) yes

77. (0) no 78.

79. ssi_close

80.

81. bit

82. indicates whether client was on SSI at time of closure

(1) yes (0) no

83.

84. ssdi_app

85.

86. bit

87. indicates whether client was on SSDI at time of application (1)

88. yes (0) no 89.

90. ssdi_close

91.

92. bit

93. indicates whether client was on SSDI at time of closure

(1) yes

94. (0) no

95. ssi_app_d etails

96. varc har(

97. description of SSI status at time of application (optional)

98. ssi_close_ details

99. varc har(

100. description of SSI status at time of closure (optional)

101. ssdi_a pp_details

102. v arch ar(1 28)

103. description of SSDI status at time of application (optional)

104. ssdi_cl ose_detail s

105. v arch ar(1 28)

106. description of SSDI status at time of closure (optional)

1.3 File 2 – Expenditure Data

Case Management System Expenditure Data

107. Field Name

108.

ata Typ e

109. Description

110. client_ id

111.

arc har (16)

112. unique value that identifies individual client

113.

114. case_n umber

115.

116.

arc har (16)

117. unique value that identifies individual case (used if client

118. has more than one VR case)

119. expen diture_id

120.

arc har (16)

121. unique value that identifies the case expenditure

122. expen diture_dat

123.

ate

124. date of the case expenditure

Version 2021-1 5 of 11 e

125. expen diture_cod e

126.

arc har (16)

127. code VR uses to describe expenditure (if available)

128. expen diture_des cription

129.

arc har (12 8)

130. description of expenditure

131.

132. expen diture_am ount

133.

134.

one y

135. amount of case expenditure (may be negative in case of a refunded expenditure)

136. ssa_co de

137.

arc har (3)

138. RSA 911 service category code

2. Inbound Fiscal Interface

2.1. Contractor will develop one inbound interface to digest the file provided by Sigma. These files will be placed on Libera-MI-SFTP (or agreed location) for automated intervals based on the agency’s requirements as needed.

2.1.1. Interface to update payment records through an interface with the SIGMA application offers the following:

2.1.1.1. Automate the transition of payment records from "In Progress" to "Paid".

2.1.1.2. Automatically populate the Check Date and Check Number fields in the financial system.

File 1 – Sigma inbound file

Field Name Data Type Description Payment Request Document Code varchar (8) GAX9R

Payment Request Document Department Code varchar (4)

The department code associated with a payment transaction or Check

Payment Request Document Unit Code varchar (4) The unit code is associated with a payment transaction or Check Writer file.

Payment Request Document ID varchar (12) The unique document number is associated with a payment transaction.

This is the docID we send with the outbound

Version 2021-1 6 of 11

Check Writer (CW) Payment Reference Number varchar (20) This field is only applicable to Check Writer payments. Agencies that submit Check Writer payment files to SIGMA can optionally provide unique Payment Reference Numbers when submitting CW files to SIGMA.

Payment Request Document Name varchar (60) This field is only applicable to interfaced payment request transactions. Agencies (e.g., DHS) can populate a unique identifier on the Document Name when sending interface payment requests to SIGMA.

Bank Account Code varchar (4) In SIGMA, the Bank Account will be 3 bytes long.

The bank account used to issue vendor payments or Check Writer payments.

Valid Bank Account Codes for EFT payments in SIGMA are:

• 010 - Vendor EFTs

• 014 - IIT EFTs

• 015 - Payroll EFTs

• 017 - Retirement EFTs

• 018 - DHS EFTs

• 019 – City Income Tax EFTs Valid Bank Accounts for warrant payments in SIGMA are:

• 000 - Vendor Warrants

• 004 – Treasury IIT Warrants

• 005 - Payroll Warrants

• 005 - Retirement Warrants

• 800 – City Income Tax Warrants

Payment Code varchar (3) This field represents the code associated with warrants and EFTs disbursed by SIGMA for vendor payments and Check Writer payments.

Valid values are:

• AD – Vendor payment warrant

• EFT – Vendor payment EFT

• CW – Check Writer warrant

• CE – Check Writer EFT

Warrant Number varchar (15) SIGMA will assign a 9-digit Warrant Number for issued warrants or 15-digit EFT Tracking (Trace) Number for disbursed EFT payments.

In SIGMA, assigned Warrant or EFT Numbers will be unique within respective Bank Account Codes.

Warrant Number is applicable to vendor payment warrant and check writer payment.

EFT Tracking (Trace) Number is applicable to vendor payment EFT and check writer EFT.

This should be the check number

Warrant/EFT Check/Issue Date

DATE (10) The date assigned by SIGMA as the Check/Issue Date upon generating a warrant or an EFT payment. This data will be printed on issued warrants.

For Check Writer warrants/EFT payments, this date represents the Payment Date specified on respective Check Writer Header record.

Version 2021-1 7 of 11

Format: YYYY-MM-DD This should be the Check Date

Payment Request Document Amount date client date of birth blind

DECIMAL

9(12).99

The amount paid by SIGMA upon disbursement.

For vendor payments, this amount will match the Warrant/EFT Amount unless SIGMA adjusted the warrant or EFT upon disbursement (e.g., intercept, backup withholding).

For check writer payments, this amount will always match the payment amount submitted by respective

Offset Amount DECIMAL 9(12).99

The amount offset by SIGMA upon disbursement due to outstanding GAL and/or STAR debt(s).

For vendor payments, this amount will be greater than $0 if intercepted.

For check writer payments, this amount will always be $0.

Format: 999,999,999,999.99

Vendor Customer Code

CHAR 20 In SIGMA, the size of the Vendor Address Code will be between 3 or 5 bytes.

This field will be blank for payments issued to miscellaneous vendors (i.e., non-registered vendors in SIGMA).

Payee Legal Name CHAR 60 The legally defined name of the payee.

Payee Alias Name CHAR 60 The alternate name, alias, or operating name (doing business as) of the payee.

Address Line 1 CHAR 75 The first line of the address of the payee.

Address Line 2 CHAR 75 The second line of the address of the payee.

City CHAR 60 The city name is associated with the address of the payee.

State CHAR 2 The state or province of the payee.

Zip Code CHAR 10 The zip code is associated with the address of the payee.

Format for US based addresses: 99999 or 99999-9999 Country Code CHAR 3 The unique identification code is associated with the country of the payee.

Warrant/EFT Status CHAR 1 Valid values are:

• I – Issued (applies to EFTs and warrants)

• P – Paid (applies to EFTs and warrants)

• C – Cancelled (applies to EFTs and warrants)

• S – Stopped (applies to warrants)

• U – Undeliverable (applies to warrants)

• E - Escheated (applies to warrants)

Cancellation/Escheat Reason

CHAR 3 Valid values are:

• 5 – Incorrect Information

• 7 – Escheat

• 8 – Cancel

• 200 - CANCEL ISSUED IN ERROR

• 201 - CANCEL INCORRECT VENDOR

• 202 - CANCEL INCORRECT AMOUNT

• 203 - CANCEL INCORRECT ACCTG CLASSIFICATION

• 204 - CANCEL DUPLICATE PAYMENT

• 205 - CANCEL DECD PAYEE-NOT ENTITLED TO PAYMNT

Version 2021-1 8 of 11

• 206 - CANCEL MISC./OTHER

• 207 - CANCEL BANK RECON ERROR

• 208 - PRE ESCHEAT CANCEL

• 209 - CANCEL RESCHEDULE / REPLACE

• 229 - CANCEL IND INC TAX FRAUD/ID THEFT

• 230 - CANCEL TREAS/DTMB PRINTING ERROR

• 231 - CANCEL IND INC TAX INCORRECT

• 232 - CANCEL IND INC TAX UNDELIVERABLE

• 233 - CANCEL STOP PAYMENT

• 234 - CANCEL UNDELIVERABLE

• 236 - CANCEL FEDERAL FUNDS EXPIRED

Stop Reason CHAR 3 Valid values are:

• 100 - LOST CHECK

• 102 - STOLEN CHECK

• 104 - MUTILATED CHECK

• 106 - CHECK NOT RECEIVED

• 108 - ISSUED IN ERROR

• 199 - UNKNOWN STOP REASON

Undeliverable Reason CHAR 3 Valid values are:

• 300 - UNDEL AS ADDRESSED-UNDEL

• 301 - FORWARD, CHANGE EXPIRED-UNDEL

• 302 - MOVED, LEFT NO ADDRESS-UNDEL

• 303 - ADDRESSEE UNKNOWN-UNDEL

• 304 - INSUFFICIENT ADDRESS-UNDEL

• 305 - NO SUCH NUMBER/STREET/ADDRESS-UNDEL

• 306 - RETN TO SENDER/REFUSED/UNCLAIMED-UNDEL

• 307 - PO BOX CLOSED/PO BOX NEEDED-UNDEL

• 308 - WRONG ZIP CODE-UNDEL

• 309 - PAYEE DECEASED-UNDEL

• 310 - RET'D TO TREAS. BY STATE AGENCY-UNDEL

• 311 - NO MAIL RECEPTACLE-UNDEL

• 312 - CORRESPONDENCE ATTACHED

• 313 - NO EXPLANATON

Warrant/EFT Cleared/Settlement Date varchar (128) The date when a warrant was cleared or an EFT was settled.

For warrants, the Cleared Date is the date when a warrant was cleared at the bank.

For EFT payments, the Settlement Date is the date when the electronic payment became available at the payee's bank.

For Check Writer EFT payments, this date represents the Payment Date plus the number of EFT lags days (business days) on respective Check Writer Header record.

Format: YYYY-MM-DD

Warrant/EFT Cancel/Escheat Date

DATE 10 The date when a warrant or EFT was cancelled or escheated in

SIGMA.

Format: YYYY-MM-DD

Offset Flag CHAR 1 Valid values are:

• Blank --- Payment was not offset upon disbursement

• G --- Payment was offset by a GAL debt

Version 2021-1 9 of 11

• S --- Payment was offset by a STAR debt

• B --- Payment was offset by both GAL and STAR debts

Warrant Stop Date DATE 10 The date when a ‘stop’ was placed on a warrant in SIGMA.

Format: YYYY-MM-DD

Warrant Undelivered Date

DATE 10 The date when the status of warrant was set to ‘undelivered’ in

SIGMA.

Format: YYYY-MM-DD

Generation Date DATE 10 The date when data was extracted from SIGMA.

Format: YYYY-MM-DD

PAYMENT SCHEDULE:

This engagement will be conducted on a fixed fee basis. The total value for the Services pursuant to this SOW shall not exceed the amount below unless otherwise agreed to by both parties via a Change Notice.

One Time Fees

Service Upon Contract Signature Upon State Acceptance Total One-Time Fees

J. Morrow SSR Interface $15,000 $15,000 $30,000

Inbound Fiscal Interface $10,000 $10,000 $20,000

Total One Time Fees $25,000 $25,000 $50,000

Version 2021-1 10 of 11

Annual Fees

Service Annual Fee

March 1, 2026- Decmber 31, 2026*

Annual Fee

January 1, 2027-

December 31, 2027

Annual Fee

January 1, 2028-

December 31, 2028

Annual Fee

January 1, 2029-

December 31, 2029

Annual Fee

January 1, 2030-

December 31, 2030

Annual Fee

January 1, 2031-

December 31, 2031

Annual Fee

January 1, 2032-

December 31, 2032

Annual Fee

January 1, 2033- December 31, Annual Fee

January 1, 2034-

December 31, 2034

Total

J.

Morrow

SSR

Interface

$2,500 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $26,500

Inbound Fiscal Interface

$1,667 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $17,667

Total Annual

Fees $4,167 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $44,167

*This amount is pro-rated for the estimated Warranty Period and to co-term the renewal with the MA.

Version 2021-1 11 of 11

SOW Fee Summary Table

Total One-Time Fees $50,000

Total Annual Fees $41,667

Total SOW Fees $91,667

The State agrees to pay Contractor for the services provided under this agreement.

Contractor will invoice for 50% of the one-time fees upon signing the agreement and 50% upon State Acceptance. The annual fees will be invoiced after the Warranty Period of the interfaces to production. All invoices shall be sent via e-mail to Agency Program Manager.

PROJECT CONTACTS:

The designated Agency Program Manager is:

Mike Pemble Labor & Economic Opportunity 517-643-0410 pemblem@michigan.gov

The designated DTMB Program Manager is:

Chris Chittenden DTMB – State Administrative Manager Lansing, MI 48917 517-898-5166 chittendenc@michigan.gov mailto:chittendenc@michigan.gov

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

inFormed Hosting and Support

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

September 10, 2020 September 30, 2023 2 - 12 Months December 31, 2034

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

708 Foote Ave, Suite 300

Jamestown 14701

Tammy Wisotzkey

716-665-2800 tammy.wisotzkey@libera.com

CV0152894

LIBERA INC

C O

N

TR

A C

TO

R

Jarrod Barron

517-249-0406

DTMB

Various Various

BarronJ1@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Change Notice Number 10

Contract Number MA200000002077 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

$8,033,646.27 $0.00 $8,033,646.27

DESCRIPTION

Effective 3/6//2025, the parties add the following language to the Contract:

"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."

Per Contractor, Agency, and DTMB Procurement approval. Internal State Note: Remaining Ad Board funds after this CN: $543,599.99

DTMB Tina Mitchell 517-930-4993 MitchellT7@michigan.gov

LEO Mike Pemble 517-643-0410 PembleM@michigan.gov

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 10 TO CONTRACT NO. MA200000002077

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

inFormed Hosting and Support

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

September 10, 2020 September 30, 2023 2 - 12 Months December 31, 2034

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

708 Foote Ave, Suite 300

Jamestown 14701

Tammy Wisotzkey

7166652800 tammy.wisotzkey@libera.com

CV0152894

LIBERA INC

C O

N

TR

A C

TO

R

Jarrod Barron

(517) 249-0406

DTMB

Various Various

BarronJ1@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Change Notice Number 9

Contract Number MA200000002077 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

$8,013,646.27 $20,000.00 $8,033,646.27

DESCRIPTION

Effective 12/13/2024, the parties add $20,000.00 for the ongoing System7 maintenance services detailed in the attached documentation. All other terms, conditions, specifications and pricing remain the same.

Per Contractor, agency, and DTMB Central Procurement approval.

Internal State Note: Remaining Ad Board funds after this change: $543, 599.99.

DTMB Tina Mitchell 517-930-4993 MitchellT7@michigan.gov

Program Managers for

CHANGE NOTICE NO. 9 TO CONTRACT NO. MA200000002077

ONGOING System7 MAINTENANCE

System7™ Annual Fee

Ongoing Support Duration: 1/1/2025 to 12/31/2025

To ensure MI BSBP maintains access to System7 data for future needs, Libera will provide ongoing maintenance of the latest MI BSBP System7 application version throughout the contract term.

LEO/BSBP shall be able to access the VR System7 application up to five time per month, with advance notice to Libera.

• Libera will activate the MI VR System7 application for 8-hour increments, up to five times per month, upon BSBP request.

• Libera will activate the MI VR System7 application within 24 hours of a request from BSBP. Libera will cause such activations to begin only between 8:00a.m. and 5:00p.m. Eastern Time, Monday through Friday, on State Business Days, which exclude State holidays.

• Libera will provide BSBP with a quarterly report identifying documents that are scheduled for destruction in accordance with the SOM Retention Schedule. Upon written confirmation from BSBP, Libera will destroy documents approved on the quarterly report of documents past the retention schedule.

Invoicing:

Contractor may invoice the State as follows:

• $10,000 on or after January 1, 2025, and

• $10,000 on or after July 1, 2025, in the event the State does not request cancellation of the services prior to that date.

$20,000

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

inFormed Hosting and Support

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

October 1, 2020 September 30, 2023 2 Months December 31, 2024

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

708 Foote Ave, Suite 300

Jamestown NY 14701

Tammy Wisotzkey

716-665-2800 tammy.wisotzkey@libera.com

CV0152894

LIBERA INC

C O

N

TR

A C

TO

R

Jarrod Barron

(517) 249-0406

DTMB

Various Various

BarronJ1@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Change Notice Number 8

Contract Number MA200000002077 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

10 Years December 31, 2034

$2,682,415.27 $5,331,231.00 $8,013,646.27

DESCRIPTION

Effective 9/24/2024, the parties extend the contract to 12/31/2034 and add $5,331,231 for ongoing services. See attached tables for cost and payment breakdown. All other terms, conditions, specifications, and pricing remain the same. Per contractor, agency, DTMB Central Procurement Services and State Administrative Board approval on 9/24/2024.

Internal State Note: Remaining Ad Board funds after this CN: $249,999.99.

DTMB Tina Mitchell 517-930-4993 MitchellT7@michigan.gov

Program Managers for

CHANGE NOTICE NO. 8 TO CONTRACT NO. MA200000002077

PRICING

1/1/2025 – 12/31/2034

Year Service Dates Cost Payment Date Year 1 1/1/2025 – 12/31/2025 $500,000.00 12/31/2024

Year 2 1/1/2026 – 12/31/2026 $500,000.00 12/31/2025

Year 3 1/1/2027 – 12/31/2027 $500,000.00 12/31/2026

Year 4 1/1/2028 – 12/31/2028 $500,000.00 12/31/2027

Year 5 1/1/2029 – 12/31/2029 $515,000.00 12/31/2028

Year 6 1/1/2030 – 12/31/2030 $530,450.00 12/31/2029

Year 7 1/1/2031 – 12/31/2031 $546,364.00 12/31/2030

Year 8 1/1/2032 – 12/31/2032 $562,754.00 12/31/2031

Year 9 1/1/2033 – 12/31/2033 $579,637.00 12/31/2032

Year 10 1/1/2034 – 12/31/2034 $597,026.00 12/31/2033

TOTAL $5,331,231.00

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 7 to

Contract Number 200000002077 robinsonw7@michigan.gov

William Robinson

Marisha Curtis lauren.keiffer@libera.com

Lauren Keiffer

Jamestown, NY 14701

LIBERA INC

CV0152894

716490-8346

708 Foote Ave, Suite 300

517-328-9462 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

517-335-2081

DTMB

curtism16@michigan.gov

$2,482,415.27

October 1, 2020 December 31, 2024

SYSTEM 7 HOSTING AND SUPPORT AND INSIGHTS ANALYTICS TOOL

September 30, 2023

INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

2 - 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

☐ ☐ December 31, 2024

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$200,000.00 $2,682,415.27

Effective 5/7/2024 with State Administrative Board approval, the attached IT Statement of Work is hereby encorporated into this Contract, and it's value is increased by $200,000.

Please note that Contract Administrator has been updated to Marisha Curtis.

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 5/7/2024.

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

DESCRIPTION

CONTRACT SUMMARY

LEO

Program Managers for

CHANGE NOTICE NO. 7 TO CONTRACT NO. 200000002077

William Robinson 517-282-0894 RobinsonW7@michigan.govLEO

Tina Mitchell 517-930-4993 MitchellT7@michigan.govDTMB

Version 2021-1 1 of 5

STATEMENT OF WORK -

IT CHANGE NOTICE 7

Project Title:

Michigan Bureau of Services for Blind Persons (BSBP)

Period of Coverage:

12/25/2023 – 12/31/2024

Requesting Department:

DTMB

Date:

3/28/2024

Agency Project Manager:

Mike Pemble

Phone:

517-643-0410

DTMB Project Manager:

Nancy Pulter

Phone:

517-881-1596

BACKGROUND:

The mission of the Michigan Bureau of Services for Blind Persons (MI BSBP) is to provide opportunities to individuals who are blind or visually impaired to achieve employment, and/or achieve maximum and meaningful independence in life through comprehensive rehabilitative services. The agency relies on its electronic Case Management System (CMS) to record and track the provision of services. BSBP is in the process of completing a migration from Libera’s System 7 to a new platform called inFormed

PROJECT OBJECTIVE:

MI BSBP has requested to extend access to Libera’s VR case management platform (System7), and the extension of the inFormed migration project post go live support period until April 23, 2024, in accordance with table located in Project Plan.

SCOPE OF WORK:

Libera shall provide the Services and Deliverable(s) as prescribed in “Deliverables” section below.

DELIVERABLES:

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

1. Extension of access to System7 to accommodate 56 users. Access to System 7 VR would be supported by Libera Monday – Friday, 8:00 am to 5:00 pm.

There will be no weekend access.

2. Extension of post go-live support

3. Weekly updates on:

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a. The status of errors

b. Unresolved issues with inFormed performance

c. Reporting capabilities

d. Automated batch processing through inFormed interface with SIGMA

e. Progress reports on the UIA and SWIS interfaces

ACCEPTANCE CRITERIA:

Libera shall have fulfilled its obligations when the following occurs:

• Libera completes the activities and deliverables described within this statement of work and the customer has accepted such activities and deliverables without unreasonable or out of scope objections.

• Customer will review and accept deliverables within 10 business days of deliverable(s) being provided for review.

PROJECT CONTROL AND REPORTS:

The following process will be followed if a change to this Statement of Work is required:

• A Project Change Request (PCR) will be the vehicle for communicating change.

The PCR must describe the change, the rationale for the change, the effect the change will have on the project, and all additional costs associated with the change.

• Both parties will review and approve the proposed change(s).

• A written PCR must be signed by both parties to authorize the proposed changes.

SPECIFIC DEPARTMENT STANDARDS:

Agency standards, if any, in addition to DTMB standards.

PAYMENT SCHEDULE:

This engagement will be conducted on a fixed fee basis. The total value for the Services pursuant to this Statement of Work shall not exceed the amount below unless otherwise agreed to by both parties via the project change control procedure, as outlined within.

Payment for the extension of the System 7 VR platform:

Name Amount Due Date Quarterly Payment $50,000.00 1/31/2024 Quarterly Payment $50,000.00 4/1/2024 Quarterly Payment $50,000.00 7/1/2024 Quarterly Payment $50,000.00 10/01/2024 Total $200,000.00

Version 2021-1 3 of 5

Payment will be made on a quarterly basis. MI BSBP will pay Libera 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.

SERVICE LEVEL AGREEMENT

During this extension, the State agrees to a total downtime of up to 10 days or less from 12/25/23 through 12/31/24 (1 day per month average). Downtime of 2 hours or more during access time (Monday – Friday, 8:00 am to 5:00 pm) will be considered 1 full day for purposes of determining unavailability. For example, System 7 is down for 3 hours on 4/1/24, 1 hour at 10:00 am plus 1 hour at 2:00 pm on 4/2/24, and 8 hours on 4/30.

That is a total of 3 days of time (any outage of 2 hours or more on any given day, Monday – Friday, 8:00 am to 5:00 pm).

Should Libera fail to keep System 7 up and running in accordance with this section, Libera shall reimburse BSBP a prorated share of the $200,000 cost. Refund will be calculated by dividing the number of unavailable days by the total possible available days and multiplying this percentage by $200,000.

MI BSBP reserves the right to terminate System7 access with a 30-day notice.

EXPENSES:

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

PROJECT CONTACTS:

The designated Agency Project Manager is:

Name: Mike Pemble Department: LEO Area: MI BSBP Address: 702 W Kalamazoo St City/State/Zip: Lansing, MI 48933 Phone Number: 517-643-0410 Email Address: PembleM@michigan.gov

The designated DTMB Project Manager is:

mailto:PembleM@michigan.gov

Version 2021-1 4 of 5

Name: Nancy Pulter Department: DTMB Agency Services Area: BRM Supporting: Executive Office of the Governor, Labor and Economic Opportunity Building/Floor: 1st Floor Address: 4125 W St Joseph Highway City/State/Zip: Lansing, MI 48917 Phone Number: 517-881-1596 Email address: Pultern@michigan.gov

AGENCY RESPONSIBILITIES:

Per the Contract.

LOCATION OF WHERE THE WORK IS TO BE PERFORMED:

Libera staff who will assigned to this project will perform most work from their assigned remote workstation utilizing secure equipment, networks, and servers to perform all necessary work. Some support will also be provided onsite at a designated BSBP office location.

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 200000002077. This purchase order, statement of work, and the terms and conditions of Contract Number 200000002077 constitute the entire agreement between the State and the Contractor.

PROJECT PLAN:

Post-go-live support is extended to April 23. The extended period includes weekly Libera updates on the status of errors, unresolved issues with system performance, reporting capabilities, automated batch processing in SIGMA, and progress reports on the UIA and SWIS Interfaces.

Item Start Finish

Extension of the post go live February 12, 2024 April 23, 2024

Weekly check-ins with Libera Every Tuesday April 23, 2024

Approval of ADA February 13, 2024 April 5, 2024 mailto:PalmateerN@michigan.gov

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UIA Interface successfully tested to the satisfaction of BSBP

February 13, 2024

April 19, 2024

SWIS Interface successfully tested to the satisfaction of BSBP

February 13, 2024

April 19, 2024

BSBP accepts inFormed System in Production

April 23, 2024

Project is closed April 26, 2024

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 6 to

Contract Number 200000002077 robinsonw7@michigan.gov

William Robinson

Christopher Martin lauren.keiffer@libera.com

Lauren Keiffer

Jamestown, NY 14701

LIBERA INC

CV0152894

716490-8346

708 Foote Ave, Suite 300

(517) 643-2833

S T

A T

E

P ro g 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

517-335-2081

DTMB

martinc20@michigan.gov

$2,407,415.27

October 1, 2020 December 31, 2024

SYSTEM 7 HOSTING AND SUPPORT AND INSIGHTS ANALYTICS TOOL

September 30, 2023

INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

2 - 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

☐ ☐ December 31, 2024

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$75,000.00 $2,482,415.27

Effective 9/11/2023, the following amendment is incorporated into this Contract per the attached Statement of Work. The change adds enhanced training and transition services for the upgrade from its current VR case management platform (System7) to the next generation inFormed VR platform. This Contract is increased by $75,000.00 for LEO/BSBP use.

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

Program Managers for

CHANGE NOTICE NO. 6 TO CONTRACT NO. 200000002077

MICHIGAN DEPARTMENT OF TECHNOLOGY,

MANAGEMENT AND BUDGET

IT SERVICES

STATEMENT OF WORK FOR IT CHANGE NOTICES

Project Title:

Michigan Bureau of Services for Blind Persons (BSBP)

Period of Coverage:

8/23/23 to 10/31/24

Requesting Department:

DTMB

Date:

8/23/23

Agency Project Manager:

Mike Pemble

Phone:

517-643-0410

DTMB Project Manager:

Shannon Coombs

517-204-8290

The mission of the Michigan Bureau of Services for Blind Persons (MI BSBP) is to provide opportunities to individuals who are blind or visually impaired to achieve employment, and/or achieve maximum and meaningful independence in life through comprehensive rehabilitative services. The agency relies on its electronic Case Management System (CMS) to record and track the provision of services. BSBP currently utilizes Libera’s current CMS solution, System7, and plans to upgrade to the next generation SaaS platform inFormedSM CMS. It has been designed to enable BSBP users, administrators, and executives to better serve its citizens, improve Agency outcomes, and accelerate its technology modernization efforts.

PROJECT OBJECTIVE:

MI BSBP has requested some enhanced training and transition services from Libera to support the transition from its current VR case management platform (System7) to the next generation inFormed VR platform.

Successful onboarding is the cornerstone of a successful go-live. This added support is designed to augment internal BSBP staff training, integration, overall go-live readiness, with additional transition support provided post go-live as indicated.

SCOPE OF WORK:

Libera shall provide the Services and Deliverable(s) as prescribed in “Deliverables” section below.

DELIVERABLES:

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

1. Onsite staff training visits (up to 4 days)

a. 3 onsite training sessions currently planned for 9/12/2023, 9/13/2023, and

9/14/2023

b. 9/12/2023 agenda: Vocational Rehabilitation (VR) Program Workflow – training staff on how to take a case from open to close through the VR program (including Pre-Employment Transition Services or Pre-ETS cases)

c. 9/13/2023 agenda: VR Program Workflow – fiscal process training break out session + review of in-app dashboards, widgets, and reports

d. 9/14/2023 agenda: Independent Living (IL), Independent Living Older Blind (ILOB), and Youth Low Vision (YLV) Program Workflow – training staff on how to take a case from open to close through the IL, ILOB, and YLV programs.

e. BSBP estimates approximately 40-50 attendees for the VR training sessions

f. BSBP estimates approximately 10-20 attendees for the IL, ILOB, YLV training session

g. 1 onsite training visit remains available and will be scheduled at BSBP discretion. The current working view is this last onsite session will be reserved for post go-live follow up training. Any remaining training sessions must be used within 6 months following go-live.

2. Remote staff training sessions (up to 2 sessions)

a. 1 session reserved for JAWS Navigation Training targeted to occur the week of 8/28/2023

b. 1 remote session remains available and will be scheduled at BSBP discretion.

The current working view is this last session will be reserved for post go-live follow up training. Any remaining sessions must be used within 6 months following go-live.

3. Interface validation coordination and testing support

a. State Wage Interface System (SWIS) wage interface testing

b. Unemployment Insurance Agency (UIA) wage interface testing

c. Statewide Integrated Governmental Management Application (SIGMA) fiscal interface testing

4. Pre go-live environment configuration support and oversight

5. Pre go-live bi-weekly “office hours” with Libera Subject Matter Expert (SME) and designated agency training lead

6. 12 months of post go-live access to a dedicated BSBP sandbox environment.

a. Note: The Agency Project Manager may accept deliverable #6 (sandbox environment) as being fulfilled upon verification that the sandbox environment has been set up, is functioning appropriately and in place for 1 month post go-live. Should Libera fail to keep the sandbox environment up and running properly for a period of 1 year post go-live, Libera shall reimburse BSBP for the prorated share of $25,000 for the time the sandbox environment fails to be up and running appropriately.

ACCEPTANCE CRITERIA:

Libera shall have fulfilled its obligations when the following occurs:

▪ Libera completes the activities and deliverables described within this statement of work and the customer has accepted such activities and deliverables without unreasonable or out of scope objections.

▪ Customer will review and accept deliverables within 10 business days of deliverable(s) being provided for review.

PROJECT CONTROL AND REPORTS:

The implementation must include the participation of the State of Michigan’s core team which may consist of Project Manager, Program Director, subject matter experts, and testers. The SOM core team will be appropriately allocated to participate on the project.

The Libera Project Manager will provide updates to the agency as part of the already established/recurring agency status meetings or more frequently as needed.

Progress reports will contain the following:

1. Accomplishments

2. Upcoming Activities

3. Issues and Risks

PROJECT CHANGE CONTROL PROCEDURE:

The following process will be followed if a change to this Statement of Work is required:

▪ A Project Change Request (PCR) will be the vehicle for communicating change.

The PCR must describe the change, the rationale for the change, the effect the change will have on the project, and all additional costs associated with the change.

▪ Both parties will review and approve the proposed change(s).

▪ A written PCR must be signed by both parties to authorize the proposed changes.

ISSUE ESCALATION:

In the event either party determines it is not getting adequate resolution to a problem which may have material impact on the successful performance of this SOW, the following represents the escalation path to be followed:

a) Issues will initially be brought to the attention of the Project Managers. For MI BSBP that person is Mike Pemble. For Libera, that person is Lauren Keiffer.

b) If, after 5 business days, the issue remains unresolved, either party may insist the issue be raised to a senior executive. For MI BSBP, that person is Bill Robinson. For Libera, that person is Lauren Keiffer.

PAYMENT:

This engagement will be conducted on a fixed fee basis. The total value for the Services pursuant to this Statement of Work shall not exceed the amount below unless otherwise agreed to by both parties via the project change control procedure, as outlined within.

Libera Service(s) Fee

Enhanced inFormed training and transition support $50,000

12 months post go-live sandbox environment $25,000

Total $75,000

Bill to Address Customer Contact Customer Cost Center

DTMB-Accounts- Payable@michigan.gov

Mike Pemble

PembleM@michigan.gov

MI BSBP

INVOICE PROCEDURES:

MI BSBP agrees to pay Libera, Inc. for the services and deliverables provided under this

Statement of Work in accordance with the terms described herein:

• 50% of the total cost ($37,500) will be paid up front to initiate the project, formally reserve the technical resources required, and secure the proposed delivery timeline.

• 50% remaining balance ($37,500) will be invoiced upon completion of delivery and acceptance.

• All invoices shall be sent via e-mail to the address listed on the delivery order (DOIT1) and the MI BSBP Customer Contact listed above.

• Invoices are due upon receipt and payment is expected within 45 days of the date on the invoice.

EXPENSES:

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

PROJECT CONTACTS:

The designated Agency Project Manager is:

Name: Mike Pemble Department: LEO Area: MI BSBP Address: 702 W Kalamazoo St City/State/Zip: Lansing, MI 48933 Phone Number: 517-643-0410 Email Address: PembleM@michigan.gov

The designated DTMB Project Manager is:

Name: Shannon Coombs Department: DTMB/EPMO Area: PMO Supporting LEO Building/Floor: Romney Building, 4th floor Address: 111 S Capitol Ave.

City/State/Zip: Lansing, MI 48933 Phone Number: 517-204-8290 Email address: Coombss@Michigan.gov

AGENCY RESPONSIBILITIES:

Availability of MI BSBP representative(s) as needed.

MI BSBP approves Libera access to existing system to perform the requested services and deliverables.

MI BSBP will ensure staff are available should Libera need assistance.

LOCATION OF WHERE THE WORK IS TO BE PERFORMED:

Libera staff who will assigned to this project will perform most work from their assigned remote workstation utilizing secure equipment, networks, and servers to perform all necessary work. Some support will also be provided onsite at a designated BSBP office location.

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.

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 5 to

Contract Number 200000002077 robinsonw7@michigan.gov

William Robinson

Christopher Martin lauren.keiffer@libera.com

Lauren Keiffer

Jamestown, NY 14701

LIBERA INC

CV0152894

716-490-8346

708 Foote Ave, Suite 300

(517) 643-2833 S

T A

T E

P ro g 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

517-335-2081

DTMB

martinc20@michigan.gov

$2,407,415.27

October 1, 2020 September 30, 2023

SYSTEM 7 HOSTING AND SUPPORT AND INSIGHTS ANALYTICS TOOL

September 30, 2023

INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

2 - 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

☒ 15 months ☐ December 31, 2024

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$0.00 $2,407,415.27

Effective 7/21/2023, the State previously authorized and added funds on CN 4 and outlined moving the expiration date from fiscal year end to calendar year end. This administrative change reflects the previously agreed to partial option of 10/1/2023 to 12/31/2023, and the first option year of 1/1/2024 through 12/31/2024.

Please note the Contractor contract has been changed to Lauren Keiffer.

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

Program Managers for

CHANGE NOTICE NO. 5 TO CONTRACT NO. 200000002077

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 4 to

200000002077Contract Number robinsonw7@michigan.gov

William Robinson

Christopher Martin steph@libera.com

Stephanie Hobson

Jamestown, NY 14701

LIBERA INC

CV0152894

347-378-7619

708 Foote Ave, Suite 300

(517) 643-2833 S

T A

T E

P ro g n a g e r

C o n tra c t

A d m in is tra to r

C O

N T

R A

C T

O R

517-335-2081

DTMB

martinc20@michigan.gov

$1,552,415.27

October 1, 2020 September 30, 2023

SYSTEM 7 HOSTING AND SUPPORT AND INSIGHTS ANALYTICS TOOL

September 30, 2023

INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

2 - 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

☐ ☐ September 30, 2023

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$855,000.00 $2,407,415.27

Effective 1/3/2023, the following amendment is incorporated into this Contract per attached SOW. This change includes the upgrade from the current System 7 to the new inFormed VR platform. This Contract is increased by $855,000.00 for LEO/BSBP use.

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 1/3/2023.

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

DESCRIPTION

Program Managers for

CHANGE NOTICE NO. 4 TO CONTRACT NO. 200000002077

Michigan Buraeu of Services for Blind Persons

Period of Coverage:

01/01/2023 to 12/31/2028

Requesting Department:

DTMB

Date: 11/28/2022

Agency Project Manager:

Mike Pemble

Phone:

517-643-0410

DTMB Project Manager:

Shannon Coombs

517-204-8290

The mission of the Bureau of Services for Blind Persons is to provide opportunities to individuals who are blind or visually impaired to achieve employment, and/or achieve maximum and meaningful independence in life through comprehensive rehabilitative services. The agency relies on its electronic Case Management System to record and track the provision of services. BSBP currently utilizes Libera’s current CMS solution, System7, and plans to upgrade to the next generation SaaS platform inFormedSM CMS. It has been designed to enable BSBP users, administrators, and executives to better serve its citizens, improve Agency outcomes, and accelerate its technology modernization efforts.

PROJECT OBJECTIVE:

To support BSBP’s transition from its existing Case Management System to inFormedSM CMS. This document describes the implementation and support activities included within.

SCOPE OF WORK:

Libera will provide the Services and Deliverable(s) as detailed in Appendix A.

TASKS:

Technical support is required to assist with the following tasks

DELIVERABLES:

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

1. Activation of the inFormed VR Beta Platform

2. Activation of inFormed Academy, an on-demand Learning Management System

3. SaaS Onboarding Services

4. inFormed VR Go-Live

5. System7 VR RSA Admin Support

ACCEPTANCE CRITERIA:

Libera will have fulfilled its obligations when it completes the activities and deliverables described within Appendix A and BSBP has accepted such activities and deliverables without unreasonable or out of scope objections within 15 business days of deliverable(s) being provided for review. If no response is received from the BSBP within this period, Libera will initiate associated invoicing procedures if applicable.

PROJECT CONTROL AND REPORTS:

The implementation must include the participation of the State of Michigan’s core team which may consist of Project Manager, Program Director, subject matter experts, and testers. The SOM core team will be appropriately allocated to participate on the project.

The Libera Project Manager will provide updates to the agency as part of the already established/recurring agency status meetings or more frequently as needed.

Progress reports will contain the following:

• Accomplishments

• Upcoming Activities

• Issues and Risks

SPECIFIC DEPARTMENT STANDARDS:

Agency standards, if any, in addition to DTMB standards

PROJECT CHANGE CONTROL PROCEDURE:

The following process will be followed if a change to this Statement of Work is required:

A Project Change Request (PCR) will be the vehicle for communicating change. The PCR must describe the change, the rationale for the change, the effect the change will have on the project, and all additional costs associated with the change.

Both parties will review and approve the proposed change(s).

Both parties must sign a written PCR to authorize the proposed changes.

ISSUE ESCALATION:

In the event either party determines it is not getting adequate resolution to a problem which may have material impact on the successful performance of this SOW, the following represents the escalation path to be followed:

a) Issues will initially be brought to the attention of the Project Managers:

• BSBP - Mike Pemble

• Libera - Lauren Keiffer

b) If, after 5 business days, the issue remains unresolved, either party may insist…