220000001022.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 6 to

Contract Number MA220000001022

C O

N

TR

AC

TO

R

PUBLIC SECTOR CONSULTANTS INC

230 N. Washington Square, Ste. 300

Lansing MI 48933

Rachel Kuntzsch

517-484-4954 rkuntzsch@publicsectorconsultants.co m

CV0028274

ST

AT

E

Pr og ra m

M an ag er

Various TREA

C on tr ac t Ad m in is tr at or Adam Ashley DTMB

(517) 855-1376 ashleya2@michigan.gov

CONTRACT SUMMARY

Consultant Services for Schools and Local Units of Government – Prequalified Contract

INITIAL EFFECTIVE DATE

June 1, 2022

INITIAL EXPIRATION DATE

May 31, 2025

INITIAL AVAILABLE OPTIONS

2 - 1 Year

EXPIRATION DATE BEFORE

May 31, 2026

PAYMENT TERMS

Net 45

DELIVERY TIMEFRAME

N/A

ALTERNATE PAYMENT OPTIONS

P-Card Direct Voucher (PRC) Other

EXTENDED PURCHASING

Yes No

MINIMUM DELIVERY REQUIREMENTS

N/A

DESCRIPTION OF CHANGE NOTICE

OPTION LENGTH OF OPTION

1 Year

EXTENSION LENGTH OF EXTENSION REVISED EXP. DATE

May 31, 2027

CURRENT VALUE

$20,000.00

VALUE OF CHANGE NOTICE

$0.00

ESTIMATED AGGREGATE CONTRACT VALUE

$20,000.00

DESCRIPTION

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

Effective April 30, 2026, the last option year available on this contract is hereby exercised. The revised contract expiration date is 05/31/2027.

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

CHANGE NOTICE NO. 6 TO CONTRACT NO. MA220000001022

Program Managers for

Multi-Agency and Statewide Contracts

AGENCY NAME PHONE EMAIL

TREA Jessica Thomas 517-335-1215 Thomasj45@michigan.gov

TREA Kevin Smith 313-456-4279 SmithK155@michigan.gov

TREA Chelan Burks-Andrews BurksAndrewsC@michigan.g ov

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

Consultant Services for Schools and Local Units of Government – Prequalified Contract

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

June 1, 2022 May 31, 2025 2 - 12 Months May 31, 2025

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

N/A

P-Card Direct Voucher (PRC) Other Yes No

230 N. Washington Square, Ste. 300

Lansing MI 48933

Rachel Kuntzsch

517-484-4954 rkuntzsch@publicsectorconsultants.co m

CV0028274

PUBLIC SECTOR CONSULTANTS

INC

C O

N

TR

A C

TO

R

Adam Ashley

(517)855-1376

DTMB

Various TREA ashleya2@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

N/ANet 45

Change Notice Number 4

Contract Number MA220000001022 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

12 Months May 31, 2026

$20,000.00 $0.00 $20,000.00

DESCRIPTION

Effective May 15, 2025, this Contract is exercising the 1 option year and an updated Schedule B - Pricing is hereby attached. The revised contract expiration date is 5/31/2026.

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

AGENCY NAME PHONE EMAIL

TREA Kevin Smith 313-456-4279 SmithK155@michigan.gov

TREA Chelan Burks-Andrews 313-456-6641 BurksAndrewsC@michigan.

gov

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 4 TO CONTRACT NO. MA220000001022

Schedule B – Pricing

Position Hourly Rate Senior Vice President $410 Senior Policy Advisor $350 Director $305 Senior Consultant $230 Consultant $165 Editing $145 Design $165 Executive Assistant $125

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

Consultant Services for Schools and Local Units of Government – Prequalified Contract

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

June 1, 2022 May 31, 2025 2 - 12 Months May 31, 2025

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

N/A

P-Card Direct Voucher (PRC) Other Yes No

230 N. Washington Square, Ste. 300

Lansing MI 48933

Rachel Kuntzsch

517-484-4954 rkuntzsch@publicsectorconsultants.co m

PUBLIC SECTOR CONSULTANTS,

INC.

C O

N

TR

A C

TO

R

Adam Ashley

(517)-855-1376

DTMB

Various TREA ashleya2@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

N/ANet 45

Change Notice Number 3

Contract Number MA220000001022 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

$20,000.00 $0.00 $20,000.00

DESCRIPTION

Effective September 6th, 2024, the State Contract Administrator has been updated to Adam Ashley.

Email: ashleya2@michigan.gov

Phone: (517)-855-1376

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

TREA Jessica Thomas 517-335-1215 Thomasj45@michigan.gov

TREA Kevin Smith 313-456-4279 SmithK155@michigan.gov

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 3 TO CONTRACT NO. MA220000001022

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 2 to

220000001022Contract Number

Thomasj45@michigan.gov

Jessica Thomas

Jordana Sager rkuntzsch@publicsectorconsultants.com

Rachel Kuntzsch

Lansing, MI 48933

PUBLIC SECTOR CONSULTANTS, INC.

CV0028274

517-484-4954

230 N. Washington Square, Ste. 300

(517) 896-1903

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

517-335-1215

DTMB

sagerj2@michigan.gov

$20,000.00

June 1, 2022 May 31, 2025

CONSULTANT SERVICES FOR SCHOOLS AND LOCAL UNITS OF GOVERNMENT – PREQUALIFIED

CONTRACT

May 31, 2025

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

☐ ☐ N/A

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

N/A

$0.00 $20,000.00

Effective February 13, 2023, the attached Schedule A - Statement of Work/Schedule B - Pricing/Exhibit A is added to the Contract for use by TREASURY.

State's Program Manager for this project:

Scott Blakeney BlakeneyS1@michigan.gov 517-241-4818

Vendor's Program Manager for this project:

Tim Dempsey tdempsey@publicsectorconsultants.com 517-484-4954

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

N/A

DESCRIPTION

CONTRACT SUMMARY

TREA

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

Michigan.gov/MiProcurement

Version 2021-2 Page 1 of 14

SCHEDULE A - STATEMENT OF WORK

CONTRACT ACTIVITIES

Public Sector Consultants MA 220000001022 Treasury Strategic Plan Refresh

BACKGROUND

The State of Michigan (State) Department of Treasury (Treasury) will refresh its Strategic Plan in 2023. This refresh will revisit the current strategic plan’s goals, strategies, associated metrics, and implementation plans. It is necessary for the Treasury to create and regularly update a departmental strategic plan as a guiding document to ensure systems, people, and finances are aligned to best serve the citizens of Michigan. Treasury’s last full strategic planning occurred in 2019 and the department is due for a strategic plan review and refresh.

SCOPE

Public Sector Consultants (the Contractor) will work with the Treasury’s Lean Innovation and Improvement Bureau’s Innovation Division to prepare, facilitate, and document a refresh of the department-wide strategic goals. The contractor, in partnership with the Innovation Division, is responsible for identifying the activities that will be leveraged to facilitate the workshop(s) with Treasury leadership (Leadership). The contractor will facilitate the workshop(s) and document the methodology and results in a final report.

The methodology used, strategy for facilitation, and post facilitation activities will be led by the Contractor and collaboratively developed between the Contractor and Treasury.

The workshop(s) will be held at a location determined by Treasury (and may include both virtual and/or in person settings). The Contractor will develop and provide an agenda for the workshop(s), documented meeting minutes for the workshop(s) and all associated pre/post engagements, a draft and finalized facilitation plan which incorporates any Treasury edits, a draft final report, and a final report which incorporates any Treasury edits.

1. Requirements

1.1. General Requirements

A. Contractor Requirements

1. Contractor must perform the contract actives in a timely, professional, inclusive, non-bias manner.

2. Contractor must work with the Program Manager on deliverables and logistics.

3. Contractor must provide all contract deliverables/activities in good quality with no material defects.

4. Contractor must maintain confidentiality.

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B. Project Requirements

1. Phase 1 Design (February 2023):

a. Contractor must play a lead role in the planning, facilitation, and documentation of the strategic planning process.

b. Contractor must involve appropriate internal stakeholders in the planning process, including Treasury’s Lean Innovation and

Improvement Bureau staff. The State will work with the identified

Contractor and assist with the planning process and identifying the internal stakeholders.

c. Contractor must ensure the inclusion of diverse voices in the planning activities, remove bias, and calculate stakeholder input, while using a collaborative approach to setting priorities and mapping the best route to implementation.

d. Contractor must document all deliverables (agenda(s), facilitation plan(s), methodology, meeting minutes, implementation plan(s), report(s), etc. electronically and must assist in reviewing information and inputs to establish additional goals and the identification of informational needs for committee or sub-committee work.

e. Draft an initial plan including stakeholder involvement, process, and timeframe for completion.

f. Review the draft written project plan with Program Manager, Leadership, project workgroup (staff directly involved with project), and other stakeholders, as requested.

g. Contractor must develop a customized written plan for facilitation in partnership with the State.

h. Contractor will submit a draft facilitation plan for the strategic refresh workshop(s) 2 weeks prior (on February 21, 2023) to the scheduled engagement (on March 7, 2023) to the Program

Manager.

i. The Strategic Plan currently has 4 Strategic Goals that will need to be evaluated and assessed for relevancy, alignment, status, and revision. Additionally, any metrics associated with the goals will need to be reviewed. Implementation of the revised goals will need to be planned and documented.

* Note* To review the current strategic plan and 4 Strategic Goals, see Exhibit A – Treasury Agency Level Strategic Plan.

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j. The Project Manager will review and approve the final facilitation plan within 5 business days of receiving the draft plan. The

Project Manager will be reviewing the Facilitation Plan for the purposes of ensuring that the activities will achieve the desired outcomes of the project.

k. The Contractor will incorporate feedback or edits from the

Program Manager that would assist in meeting the desired results to the facilitation plan.

2. Phase 2- Delivery (March 2023)

a. The Contractor will lead the facilitation of the workshop(s), currently scheduled for March 7.

b. The State will provide logistical support (room reservations, equipment and supplies).

c. The Contractor will provide facilitated coaching of workshop participants to lead the team to the desired results.

d. The Contractor must provide copies all workshop facilitation materials in a modifiable digital format (Microsoft Word Format).

e. The facilitation materials, activities, deliverables, and reports will be a State-owned product and the State will have all rights to use all materials, activities, deliverables and reports in perpetuity.

f. The Contractor will document the work of the workgroup.

Contractor must play a lead role in compiling information and input from workgroup members. Contractor must play a lead role in producing a final report which reflects the accomplishments and next steps of the workgroup(s).

3. Phase 3- Post Workshop Activities (March 2023)

a. The Contractor in partnership with the State will evaluate workshop feedback for continuous improvement purposes and identify methodology edits for future use.

b. The Contractor must provide a draft report in a modifiable digital format (Microsoft Word Format) within 10 business days of the facilitated workshop(s) being completed (on or before March 21, 2023). This report will include:

i. Methodology used (overview of activities used, results, with facilitation instruction, tips, and tricks)

ii. Workshop documentation of goals, facilitated activity results, additional goals established as a result of the workshop(s), and identification of information needed for committee or sub-committee work.

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iii. A one-page executive summary of Department’s Strategic

Plan Revisions in modifiable digital format (Microsoft Word

Format).

c. The Program Manager will provide feedback on the report on or before March 24, 2023. The Contractor must incorporate approved changes, feedback, and comments, into a Final Report, which must be submitted on or before March 31.

i. The Contractor must ensure the final deliverables are in compliance with the State’s style guide, which will be provided to the Contractor.

4. Observation

a. The Contractor must allow the Lean Innovation and Improvement

Bureau staff observe and shadow their process for this project.

This includes the shadowing of pre and post facilitation meetings, the observations of planning the activities used for the facilitation session(s), the shadowing of customizing methodology for the project needs, and the post facilitation activities to support successful implementation of the next steps.

b. The Contractor will share best practice tips and tricks with the

Lean Innovation and Improvement Bureau staff observing for successful facilitation of future strategic planning workshops.

Service Requirements C. Timeframes

1. Completion dates for individual phases for this project are listed below.

Phases must be completed by the following milestone dates:

a. Phase 1: Design of the strategic refresh workshop(s) – draft facilitation plan targeted to be completed by February 21, 2023 with final draft approved by Treasury Program Manager within 5 business days.

b. Phase 2: Delivery of the session(s) – targeted to be completed by

March 7, 2023

c. Phase 3: Post Workshop Activities – targeted to be completed by

March 31, 2023.

2. Acceptance

2.1. Acceptance, Inspection, and Testing

The State will use the following criteria to determine acceptance of the Contract Activities:

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Review and approval of each deliverable by the State’s Program Manager.

3. Staffing

3.1. Contractor Representative

The Contractor Representative, Tim Dempsey, will be specifically assigned to State of Michigan accounts, will respond to State inquiries regarding the Contract Activities, and answer questions related to ordering and delivery, etc.

The Contractor must notify the Contract Administrator at least five calendar days before removing or assigning a new Contractor Representative.

3.2. Program Manager

The Program Manager for each party related to this SOW will monitor and coordinate the day-to-day activities of the Contract (each a “Program Manager”):

State: Contractor:

Scott Blakeney 430 W Allegan St Lansing, MI 48933 BlakeneyS1@michigan.gov 517-241-4818

Tim Dempsey 230 N. Washington Sq., Ste. 300 Lansing, MI 48933 tdempsey@publicsectorconsultants.com 517-484-4954

3.3. Customer Service Telephone Number

The Contractor Representative, Tim Dempsey, must be available for calls during the hours of 8:00 am to 5:00 pm ET at the following phone number:

517-484-4954

3.4. Work Hours

The Contractor must provide Contract Activities during the State’s normal working hours Monday – Friday, 8:00 a.m. to 5:00 p.m. ET and possible night and weekend hours depending on the requirements of the project. No overtime will be authorized or paid.

The State reserves the right to modify the work hours in the best interest of the project.

The Contractor will not be compensated for holiday pay. Contractors will not be reimbursed for travel expenses or travel time.

3.5. Key Personnel

The Contractor must appoint at least one individual who will be directly responsible for the day-to-day operations of the Contract (“Key Personnel”). Key Personnel must be specifically assigned to the State account, be knowledgeable on the Contractual requirements, and respond to State inquiries within 24 hours.

See master contract Schedule A - SOW section 4.4 for more details.

mailto:tdempsey@publicsectorconsultants.com

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Key Personnel:

1.

Name

2.

Years of Experience in

Current Classification

3.

Role(s) / Responsibilities

4.

Direct / Subcontract

/ Contract

5.

% of Work Time

6.

Physical Location

Tim Dempsey, Vice President

10 Project executive and project manager: Tim will be PSC’s primary contact with the State, responsible for oversight of key project deliverables, and cofacilitator for the workshop.

Direct, FT 8% Lansing, MI

Julie Durham, Senior Consultant

10 Julie will support workshop design and cofacilitate the workshop.

Direct, FT 10% Lansing, MI

Roderick Bullard, Research Associate

1 Project support:

Roderick will support the team with note taking, facilitation support, and other as needed duties.

Direct, FT 11% Lansing, MI

3.6. Contractor Personnel

The Contractor must identify the roles and responsibilities of all Contractor Personnel

NOT listed as Key Personnel that will be performing services under this Contract in the table below.

Contractor Personnel:

1.

Functional Role(s)/

Responsibilities

1.

Name

2.

Years of Experience in

Current Classification

3.

Role(s) / Responsibilities

4.

Direct / Subcontra ct/ Contract

1. Scheduling and material preparation

Amy Lynch 10 Assist with scheduling check-in meetings and preparing materials for the workshop, other miscellaneous activities as needed.

Direct

2. Editors, formatters, and designers

Aimee Cain, Erika Murdey, Laurel Tilot, and/or, Megan Inbody

3–8 Editing, formatting, and designing documents to ensure accuracy and meet State style standards.

Direct

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3.7. Security

The State may require the Contractor’s personnel to wear State issued identification badges.

The Contractor’s staff may be required to make deliveries to or enter State facilities.

Contractor’s staff will adhere to all building security requirements. Contractor’s staff do not wear uniforms but will follow identification and security check protocols. Required background checks will be performed by State-approved vendors.

4. Project Management

4.1. Project Plan

The Contractor will carry out this project under the direction and control of the Program Manager. Within 5 business days of the Effective Date, the Contractor must submit a final project plan to the Program Manager for approval. The plan must include: (a) the Contractor's organizational chart with names and title of personnel assigned to the project, which must align with the staffing stated in accepted proposals; and (b) the project breakdown showing sub-projects, tasks, timeline, and resources required.

4.2. Meetings

The Contractor must attend the following meetings:

A. Status update meetings with the State– not less than weekly, or as mutually agreed upon.

B. Facilitated Strategic Planning Refresh Workshop Meeting(s) – as mutually agreed upon.

C. Post Workshop Debrief Meetings- as mutually agreed upon.

The State may request other meetings, as it deems appropriate.

4.3. Reporting

The Contractor must submit to the Program Manager, via email, the following written reports:

A. A final written report in digital format (Microsoft Word format) by March 31, 2023 concluding detailing the:

a. Methodology used (overview of activities used, results, with facilitation tips and tricks)

b. Workshop documentation of goals, facilitated activity results, additional goals established as a result of the workshop(s), and identification of information needed for committee or sub-committee work.

B. The Contractor will provide a 1 page executive summary (Microsoft Word Format) of the refreshed strategic goals by March 31, 2023

C. The Contractor must incorporate any revisions, feedback, or edits that the State provides into a finalized version of these documents.

D. The Contractor should ensure the final deliverables are in compliance with the State’s style guide, which will be provided to the Contractor.

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5. Pricing

5.1. Price Term

Pricing is firm for the entire length of the engagement related to this SOW. Contractor pricing must not exceed rates provided in Schedule B.

6. Ordering

6.1. Authorizing Document

See master contract Schedule A - SOW section 6.1 for details.

7. Invoice and Payment

7.1. Invoice Requirements

Invoices must be submitted no later than 30 calendar days after the completion of each project phase. Completion is dependent on acceptance by the State’s Program

Manager as defined in Section 2.1. All invoices submitted to the State must include:

(a) date; (b) Delivery Order number; (c) hours; (d) description of the Contract

Activities; (e) unit price; (f) shipping cost (if any); (g) vendor-generated invoice number; and (h) total price. Overtime, holiday pay, and travel expenses will not be paid.

7.2. Payment Methods

See master contract Schedule A - SOW section 7.2 for details.

8. Liquidated Damages See master contract Schedule A - SOW section 9. for details.

9. Service-Level Agreement (SLA) A. The Contractor will be held accountable to meet the requirements and the SLAs established in this SOW.

Service Level Agreements for this Contract will be as follows:

SLA Metric 1. Timely Deliveries

Milestones Phase 1: Design of the strategic refresh workshop(s) – draft facilitation plan targeted to be completed by February 21, 2023 with final draft approved by Treasury within 5 business days.

Phase 2: Facilitation of the session(s) – to be completed on March 7, 2023

Phase 3: Final Report – to be completed by March 31, 2023

Credit Due for Failing to Meet the

SLA.

$25 may be assessed for each calendar day beyond the established milestone due dates as approved by the Treasury Program Manager and outlined in the Project Plan.

Extenuating circumstances will be reviewed by the Program Manager before any Service Credits are assessed.

At the discretion of the State, these credits may be applied toward any payable due to the Contractor or be payable directly

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SLA Metric 1. Timely Deliveries to the State. Payments made directly to the State must be completed within 10 days of notice of assessment.

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SCHEDULE B PRICING

Department of Treasury Strategic Plan Refresh

1. Pricing must include all costs, including but not limited to, any one-time or set-up charges, fees, and potential costs that Contractor may charge the State (e.g., shipping and handling, per piece pricing, and palletizing).

2. Pricing for requirements outlined in Schedule A:

Phases Proposed

Hours Price Per Hour

(Flat Fee) Phase Price

Phase 1: Design and facilitation plan of the strategic refresh workshop(s)—to be completed and finalized by February 21, 31 $177 $5,490

Phase 2: Facilitation of the session(s)—to be completed by March 7, 2023

48 $179 $8,600

Phase 3: Final Report—to be completed by March 31, 2023

34 $160 $5,430

Total Price: $19,520

3. NOTES:

a. Overtime, holiday pay, and travel expenses will not be paid.

b. Hourly Rates must not exceed rates provided in Schedule B of the master contract.

Hourly Rates

Position Hourly Rate

(Not to Exceed)

Vice president $280

Senior consultant $175

Research associate $120

Executive assistant $115

Editing/formatters/designers $120

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Exhibit A

TREASURY AGENCY-LEVEL STRATEGIC PLAN

Our MISSION The Department of Treasury provides fair and efficient financial services on behalf of taxpayers, governments, students, and all Michiganders for the long-term fiscal health and stability of our state.

Our VISION We are the innovative and inclusive resource provider of exceptional financial services for a better Michigan.

Our VALUES

• Integrity

• Inclusion & Diversity

• Innovation

• Public Service

Our FOUNDATION Employee Engagement. We are committed to an inclusive environment that values diverse perspectives and cultivates employee recruitment, retention, development, and leadership.

Culture of Service. We provide complete, accurate, and timely services to all internal and external customers in a professional manner.

Continuous Improvement. We are dedicated to proactive and innovative employee-driven solutions in our daily operations and strategic financial leadership.

Our CORE OPERATING PROCESSES

• Collecting, disbursing, and investing all state monies

• Advising the Governor on all tax and revenue policy

• Collecting and administering state taxes

• Safeguarding the credit of the state

• Investing the State and school employees’ retirement funds

• Monitoring the fiscal health of Michigan’s local governments and schools

• Providing equality of access to student financial resources and information

Our STRATEGIC GOALS

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Goal 1 - Plan for Michigan’s short- and long-term financial opportunities and challenges Goal 2 - Securely and efficiently process quality Treasury data Goal 3 - Define and improve satisfaction for all customer groups Goal 4 - Enhance recruitment and increase retention of engaged employees by making Treasury a great place to work. STRATEGIC GOAL 1 Plan for Michigan’s short- and long-term financial opportunities and challenges.

Outcome Metric(s):

• Business plans that implement, promote, and evaluate the identified strategies

Strategies:

Strategy 1.1 Create a roadmap to provide financial stability for our state Strategy 1.2 Review current tax laws and their impact on current and future revenue, as a resource for policymakers Strategy 1.3 Coordinate and provide access to financial literacy resources and tools for all Michiganders Strategy 1.4 Consistently update and implement business continuity plans and risk assessments to mitigate financial and organizational risk

Performance Measures (KPIs):

KPI 1.1 Reduction in unmitigated risks as determined by our internal control evaluations and audits KPI 1.2 Attendance at financial literacy forums KPI 1.3 Use of website for access to materials and tools KPI 1.4 MI Financial Literacy website – 20% increase in traffic

(clicks) (https://www.michigan.gov/finlit)

STRATEGIC GOAL 2

Securely and efficiently process quality Treasury data.

NOTE: ‘Process’ includes collect, organize, access, update, and share. ‘Quality’ includes accurate, complete, timely.

Outcome Metrics:

• Instances of redundant/duplicate data collection

• Instances of unauthorized access to data

Strategies:

Strategy 2.1 Implement data governance framework Strategy 2.2 Establish data maps that reflect the flow of Treasury data Strategy 2.3 Ensure accurate posting of data Strategy 2.4 Identify security risks and implement remediation plans for

Treasury's IT environment

Performance Measures (KPIs):

KPI 2.1 # document types converted to electronic non-paper processes KPI 2.2 % increase in paper documents received in mail operations, converted to imaged documents KPI 2.3 % adjustments after month-end (consider dollars and materiality) https://www.michigan.gov/finlit/

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KPI 2.4 % reduction in audit findings around inappropriate access to data KPI 2.5 % of business areas having adopted the Treasury business glossary KPI 2.5 Data Governance Framework completed and approved KPI 2.6 % applications with authority to operate KPI 2.7 % reduction in open POAMs

STRATEGIC GOAL 3

Define and improve satisfaction for all customer groups.

Outcome Metrics:

• Attendance at outreach events

• Customer satisfaction on call center and MTO surveys

• Employee engagement survey results

• Customer survey results

Strategies:

Strategy 3.1 Improve our website and materials to be more accessible and customer-focused Strategy 3.2 Evaluate opportunities to provide more interactive tools and real-time solutions for assisting customers Strategy 3.3 Offer consistent customer service expectations and training across the department Strategy 3.4 Reach agreement on expectations that define consistent customer satisfaction and develop related training across the agency

Performance Measures (KPIs):

KPI 3.1 Measure web traffic to gauge efficiency and effectiveness KPI 3.2 Customer satisfaction scores of top 5 identified customer needs KPI 3.3 % of consistent employee responses to customer inquiries, following customer service-based training (e.g., random daily soft skill and hard skill QA score reviews)

STRATEGIC GOAL 4

Enhance recruitment and increase retention of engaged employees by making Treasury a great place to work.

Outcome Metrics:

• Number of qualified applicants for job postings

• Turnover of staff

• Percentage of Treasury staff identified as “Champions” on the statewide employee survey

Strategies:

Strategy 4.1 Cultivate plan to become more attractive as an employer Strategy 4.2 Develop administrators, managers, and supervisors as leaders Strategy 4.3 Provide expectations, resources, and support for our employees

Performance Measures (KPIs):

KPI 4.1 % seats filled across available courses

Version 2021-2 Page 14 of 14

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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 1 to

220000001022Contract Number

Thomasj45@michigan.gov

Jessica Thomas

Jordana Sager rkuntzsch@publicsectorconsultants.com

Rachel Kuntzsch

Lansing, MI 48933

PUBLIC SECTOR CONSULTANTS, INC.

CV0028274

517-484-4954

230 N. Washington Square, Ste. 300

(517) 896-1903 S

T A

T E

P ro g ra 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

517-335-1215

DTMB

sagerj2@michigan.gov

$20,000.00

June 1, 2022 May 31, 2025

CONSULTANT SERVICES FOR SCHOOLS AND LOCAL UNITS OF GOVERNMENT – PREQUALIFIED

CONTRACT

May 31, 2025

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

☐ ☐ N/A

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

N/A

$0.00 $20,000.00

Effective 1/18/2023, the Contract Administrator has been changed to Jordana Sager:

Jordana Sager SagerJ2@michigan.gov 517.896.1903

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

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

N/A

DESCRIPTION

TREA

NOTICE OF CONTRACT

NOTICE OF CONTRACT NO. 220000001022 .

between

THE STATE OF MICHIGAN

and

CO

NT

RA

CT

O R

Public Sector Consultants, Inc.

ST

A

TE

P ro gr am an ag er Jessica Thomas Treasury

230 N. Washington Square, Ste. 300 517-335-1215

Lansing, MI 48933 Thomasj45@michigan.gov

Rachel Kuntzsch

C on tra ct

A dm in is tra to r Courtney Powell DTMB

517-484-4954 517-249-0452 rkuntzsch@publicsectorconsultants.com Powellc11@michigan.gov

CV0028274

DESCRIPTION: Consultant Services for Schools and Local Units of Government – Prequalified Contract

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE

INITIAL AVAILABLE

OPTIONS

EXPIRATION DATE BEFORE

CHANGE(S) NOTED BELOW

June 1, 2022 May 31, 2025 2 – 1 Year N/A

PAYMENT TERMS DELIVERY TIMEFRAME

Net 45 N/A

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

☐ P-card ☐ Payment Request (PRC) ☐ Other ☒ Yes ☐ No

MINIMUM DELIVERY REQUIREMENTS

N/A

MISCELLANEOUS INFORMATION

THIS IS NOT AN ORDER: This Contract agreement is awarded on the basis of the State’s inquiry bearing solicitation number 220000000841. Orders for delivery will be issued directly by the Department through a Delivery Order (DO).

ESTIMATED CONTRACT VALUE AT TIME OF EXECUTION $20,000.00

STATE OF MICHIGAN PROCUREMENT

Department of Technology, Management & Budget 320 S. Walnut St., Lansing, Michigan 48909 PO Box 30026, Lansing Michigan 48933

CONTRACT NO. 220000001022

FOR THE CONTRACTOR:

Company Name

Authorized Agent Signature

Authorized Agent (Print or Type)

Date

FOR THE STATE:

Signature

Name & Title

Agency

Date

STANDARD CONTRACT TERMS

This STANDARD CONTRACT (“Contract”) is agreed to between the State of Michigan (the “State”) and Public Sector Consultants, Inc. (“Contractor”), a Michigan corporation. This Contract is effective on June 1, 2022 (“Effective Date”), and unless terminated, expires on May 31, 2025.

This Contract may be renewed for up to two additional one year period(s).

Renewal is at the sole discretion of the State and will automatically extend the Term of this Contract. The State will document its exercise of renewal options via Contract Change Notice.

The parties agree as follows:

1. Duties of Contractor. Contractor must perform the services and provide the deliverables described in Schedule A – Statement of Work (the “Contract Activities”). An obligation to provide delivery of any commodity is considered a service and is a Contract Activity.

Contractor must furnish all labor, equipment, materials, and supplies necessary for the performance of the Contract Activities, and meet operational standards, unless otherwise specified in Schedule A.

Contractor must: (a) perform the Contract Activities in a timely, professional, safe, and workmanlike manner consistent with standards in the trade, profession, or industry; (b) meet or exceed the performance and operational standards, and specifications of the Contract; (c) provide all Contract Activities in good quality, with no material defects; (d) not interfere with the State’s operations; (e) obtain and maintain all necessary licenses, permits or other authorizations necessary for the performance of the Contract; (f) cooperate with the State, including the State’s quality assurance personnel, and any third party to achieve the objectives of the Contract; (g) return to the State any State-furnished equipment or other resources in the same condition as when provided when no longer required for the Contract; (h) not make any media releases without prior written authorization from the State; (i) assign to the State any claims resulting from state or federal antitrust violations to the extent that those violations concern materials or services supplied by third parties toward fulfillment of the Contract; (j) comply with all State physical and IT security policies and standards which will be made available upon request;

and (k) provide the State priority in performance of the Contract except as mandated by federal disaster response requirements. Any breach under this paragraph is considered a material breach.

Contractor must also be clearly identifiable while on State property by wearing identification issued by the State, and clearly identify themselves whenever making contact with the State.

2. Notices. All notices and other communications required or permitted under this Contract must be in writing and will be considered given and received: (a) when verified by written receipt if sent by courier; (b) when actually received if sent by mail without verification of receipt; or (c) when verified by automated receipt or electronic logs if sent by facsimile or email.

If to State: If to Contractor:

Courtney Powell 320 S. Walnut St Lansing, MI 48933 powellc11@michigan.gov 517-249-0452

Rachel Kuntzsch President 230 N. Washington Square, Ste. 300 Lansing, MI 48933 rkuntzsch@publicsectorconsultants.com 517-484-4954

3. Contract Administrator. The Contract Administrator for each party is the only person authorized to modify any terms of this Contract, and approve and execute any change under this Contract (each a “Contract Administrator”):

State: Contractor:

Courtney Powell 320 S. Walnut St Lansing, MI 48933 powellc11@michigan.gov 517-249-0452

Rachel Kuntzsch President 230 N. Washington Square, Ste. 300 Lansing, MI 48933 rkuntzsch@publicsectorconsultants.com 517-484-4954

4. Program Manager. The Program Manager for each party will monitor and coordinate the day-to-day activities of the Contract (each a “Program Manager”):

State: Contractor:

Jessica Thomas 430 W Allegan St Lansing MI 48933 Thomasj45@michigan.gov 517-335-1215

Tim Dempsey Vice President 230 N. Washington Square, Ste. 300 Lansing, MI 48933 tdempsey@publicsectorconsultants.com 517-484-4954

5. Performance Guarantee. Contractor must at all times have financial resources sufficient, in the opinion of the State, to ensure performance of the Contract and must provide proof upon request. The State may require a performance bond (as specified in Schedule A – Statement of Work) if, in the opinion of the State, it will ensure performance of the Contract.

6. Insurance Requirements. Contractor, at its sole expense, must maintain the insurance coverage identified below. All required insurance must: (a) protect the State from claims that may arise out of, are alleged to arise out of, or otherwise result from Contractor's or a subcontractor's performance; (b) be primary and non-contributing to any comparable liability insurance (including self-insurance) carried by the State; and (c) be provided by a company with an A.M. Best rating of "A-" or better, and a financial size of VII or better.

mailto:Thomasj45@michigan.gov

Required Limits Additional Requirements

Commercial General Liability Insurance

Minimum Limits:

$1,000,000 Each Occurrence

$1,000,000 Personal & Advertising Injury

$2,000,000 Products/Completed Operations

$2,000,000 General Aggregate

Contractor must have their policy endorsed to add “the State of Michigan, its departments, divisions, agencies, offices, commissions, officers, employees, and agents” as additional insureds using endorsement CG 20 10 11 85, or both CG 20 10 12 19 and CG 20 37 12 19.

Automobile Liability Insurance

Minimum Limits:

$1,000,000 Per Accident Contractor must have their policy: (1) endorsed to add “the State of Michigan, its departments, divisions, agencies, offices, commissions, officers, employees, and agents” as additional insureds; and (2) include Hired and Non-Owned Automobile coverage.

Workers' Compensation Insurance

Minimum Limits:

Coverage according to applicable laws governing work activities.

Waiver of subrogation, except where waiver is prohibited by law.

Employers Liability Insurance Minimum Limits:

$500,000 Each Accident

$500,000 Each Employee by Disease

$500,000 Aggregate Disease

Professional Liability (Errors and Omissions) Insurance

Minimum Limits:

$3,000,000 Each Occurrence

$3,000,000 Annual Aggregate

Required Limits Additional Requirements

If any of the required policies provide claims-made coverage, the Contractor must: (a) provide coverage with a retroactive date before the Effective Date of the Contract or the beginning of Contract Activities; (b) maintain coverage and provide evidence of coverage for at least three (3) years after completion of the Contract Activities; and (c) if coverage is cancelled or not renewed, and not replaced with another claims-made policy form with a retroactive date prior to the Contract Effective Date, Contractor must purchase extended reporting coverage for a minimum of three (3) years after completion of work.

Contractor must: (a) provide insurance certificates to the Contract Administrator, containing the agreement or delivery order number, at Contract formation and within twenty (20) calendar days of the expiration date of the applicable policies; (b) require that subcontractors maintain the required insurance contained in this Section; (c) notify the Contract Administrator within five (5) business days if any insurance is cancelled; and (d) waive all rights against the State for damages covered by insurance. Failure to maintain the required insurance does not limit this waiver.

This Section is not intended to and is not to be construed in any manner as waiving, restricting or limiting the liability of either party for any obligations under this Contract (including any provisions hereof requiring Contractor to indemnify, defend and hold harmless the State).

7. Administrative Fee and Reporting. Contractor must pay an administrative fee of 0.05% with a $5,000 cap per project on all payments made to Contractor under the Contract including transactions with the State (including its departments, divisions, agencies, offices, and commissions), MiDEAL members, and other states (including governmental subdivisions and authorized entities). Administrative fee payments must be made online by check or credit card at: https://www.thepayplace.com/mi/dtmb/adminfee Contractor must submit an itemized purchasing activity report, which includes at a minimum, the name of the purchasing entity and the total dollar volume in sales. Reports should be mailed to MiDeal@michigan.gov.

The administrative fee and purchasing activity report are due within 30 calendar days from the last day of each calendar quarter.

8. Extended Purchasing Program. This contract is extended to MiDEAL members. MiDEAL members include local units of government, school districts, universities, community colleges, and nonprofit hospitals. A current list of MiDEAL members is available at www.michigan.gov/mideal.

Upon written agreement between the State and Contractor, this contract may also be extended to: (a) other states (including governmental subdivisions and authorized entities) and (b) State of Michigan employees.

https://www.thepayplace.com/mi/dtmb/adminfee http://www.michigan.gov/mideal

If extended, Contractor must supply all Contract Activities at the established Contract prices and terms. The State reserves the right to impose an administrative fee and negotiate additional discounts based on any increased volume generated by such extensions.

Contractor must submit invoices to, and receive payment from, extended purchasing program members on a direct and individual basis.

9. Independent Contractor. Contractor is an independent contractor and assumes all rights, obligations and liabilities set forth in this Contract.

Contractor, its employees, and agents will not be considered employees of the State. No partnership or joint venture relationship is created by virtue of this Contract. Contractor, and not the State, is responsible for the payment of wages, benefits and taxes of Contractor’s employees and any subcontractors.

Prior performance does not modify Contractor’s status as an independent contractor.

Contractor hereby acknowledges that the State is and will be the sole and exclusive owner of all right, title, and interest in the Contract Activities and all associated intellectual property rights, if any. Such Contract Activities are works made for hire as defined in Section 101 of the Copyright Act of 1976. To the extent any Contract Activities and related intellectual property do not qualify as works made for hire under the Copyright Act, Contractor will, and hereby does, immediately on its creation, assign, transfer and otherwise convey to the State, irrevocably and in perpetuity, throughout the universe, all right, title and interest in and to the Contract Activities, including all intellectual property rights therein.

10. Subcontracting. Contractor may not delegate any of its obligations under the Contract without the prior written approval of the State. Contractor must notify the State at least 90 calendar days before the proposed delegation and provide the State any information it requests to determine whether the delegation is in its best interest. If approved, Contractor must: (a) be the sole point of contact regarding all contractual matters, including payment and charges for all Contract Activities; (b) make all payments to the subcontractor;

and (c) incorporate the terms and conditions contained in this Contract in any subcontract with a subcontractor. Contractor remains responsible for the completion of the Contract Activities, compliance with the terms of this Contract, and the acts and omissions of the subcontractor. The State, in its sole discretion, may require the replacement of any subcontractor.

11. Staffing. The State’s Contract Administrator may require Contractor to remove or reassign personnel by providing a notice to Contractor.

12. Background Checks. Pursuant to Michigan law, all agencies subject to IRS Pub. 1075 are required to ask the Michigan State Police to perform fingerprint background checks on all employees, including Contractor and Subcontractor employees, who may have access to any database of information maintained by the federal government that contains confidential or personal information, including, but not limited to, federal tax information. Further, pursuant to

Michigan law, any agency described above is prohibited from providing Contractors or Subcontractors with the result of such background check. For more information, please see Michigan Public Act 427 of 2018. Upon request, or as may be specified in Schedule A, Contractor must perform background checks on all employees and subcontractors and its employees prior to their assignment. The scope is at the discretion of the State and documentation must be provided as requested. Contractor is responsible for all costs associated with the requested background checks. The State, in its sole discretion, may also perform background checks.

13. Assignment. Contractor may not assign this Contract to any other party without the prior approval of the State. Upon notice to Contractor, the State, in its sole discretion, may assign in whole or in part, its rights or responsibilities under this Contract to any other party. If the State determines that a novation of the Contract to a third party is necessary, Contractor will agree to the novation and provide all necessary documentation and signatures.

14. Change of Control. Contractor will notify within 30 days of any public announcement or otherwise once legally permitted to do so, the State of a change in Contractor’s organizational structure or ownership. For purposes of this Contract, a change in control means any of the following: (a) a sale of more than 50% of Contractor’s stock; (b) a sale of substantially all of Contractor’s assets; (c) a change in a majority of Contractor’s board members;

(d) consummation of a merger or consolidation of Contractor with any other entity; (e) a change in ownership through a transaction or series of transactions; (f) or the board (or the stockholders) approves a plan of complete liquidation. A change of control does not include any consolidation or merger effected exclusively to change the domicile of Contractor, or any transaction or series of transactions principally for bona fide equity financing purposes.

In the event of a change of control, Contractor must require the successor to assume this Contract and all of its obligations under this Contract.

15. Ordering. Contractor is not authorized to begin performance until receipt of authorization as identified in Schedule A.

16. Acceptance. Contract Activities are subject to inspection and testing by the State within 30 calendar days of the State’s receipt of them (“State Review Period”), unless otherwise provided in Schedule A. If the Contract Activities are not fully accepted by the State, the State will notify Contractor by the end of the State Review Period that either: (a) the Contract Activities are accepted but noted deficiencies must be corrected; or (b) the Contract Activities are rejected. If the State finds material deficiencies, it may: (i) reject the Contract Activities without performing any further inspections; (ii) demand performance at no additional cost; or (iii) terminate this Contract in accordance with Section 23, Termination for Cause.

Within 10 business days from the date of Contractor’s receipt of notification of acceptance with deficiencies or rejection of any Contract Activities, Contractor must cure, at no additional cost, the deficiency and deliver unequivocally acceptable Contract Activities to the State. If acceptance with deficiencies or rejection of the Contract Activities impacts the content or delivery of other non-completed Contract Activities, the parties’ respective Program Managers must determine an agreed to number of days for re-submission that minimizes the overall impact to the Contract. However, nothing herein affects, alters, or relieves Contractor of its obligations to correct deficiencies in accordance with the time response standards set forth in this Contract.

If Contractor is unable or refuses to correct the deficiency within the time response standards set forth in this Contract, the State may cancel the order in whole or in part. The State, or a third party identified by the State, may perform the Contract Activities and recover the difference between the cost to cure and the Contract price plus an additional 10% administrative fee.

17. Delivery. Contractor must deliver all Contract Activities F.O.B. destination, within the State premises with transportation and handling…