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 8 to

Contract Number MA220000001023

C O

N

TR

AC

TO

R

THE REGENTS OF THE UNIVERSITY OF

MICHIGAN

3003 S. State Street

Ann Arbor MI 48109-1274

Brittany Staverman

(734) 764-5500 orsp-triage@umich.edu

CV0048260

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

$385,354.00

VALUE OF CHANGE NOTICE

$0.00

ESTIMATED AGGREGATE CONTRACT VALUE

$385,354.00

DESCRIPTION

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

Effective May 4, 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. 8 TO CONTRACT NO. MA220000001023

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

3003 S. State Street

Ann Arbor MI 48109-1274

Karen Sampson

734-764-8240 ksampson@umich.edu

CV0048260

THE REGENTS OF THE UNIVERSITY

OF MICHIGAN

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 7

Contract Number MA220000001023 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

$385,354.00 $0.00 $385,354.00

DESCRIPTION

Effective April 18, 2025, 1 option year available on this contract is hereby exercised. 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. 7 TO CONTRACT NO. MA220000001023

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 6 to

Contract Number 220000001023

Thomasj45@michigan.gov

Jessica Thomas

Adam Ashley ksampson@umich.edu

Karen Sampson

Ann Arbor, MI 48109-1274

THE REGENTS OF THE UNIVERSITY OF MICHIGAN

CV0048260

734-764-8240

3003 S. State Street

(517)855-1376 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

ashleya2@michigan.gov

$173,519.00

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

$211,835.00 $385,354.00

Effective April 23, 2024, the attached Schedule A - Statement of Work and the value is hereby increased by $211,835.00 for LEO.

Please note the Contract Administrator has been changed to Adam Ashley ashleya2@michigan.gov

(517) 855-1376

All other terms, conditions, specifications, and pricing remain the same. Per Contractor and agency agreement, DTMB Central Procurement approval, and State Administrative Board approval on 4/23/24.

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

N/A

DESCRIPTION

CONTRACT SUMMARY

TREA

CN 6: Schedule A – Statement of Work

Overview The Contractor (Economic Growth Institute (EGI)) proposes an additional Scope of Work and timeline extension to complement the first phase of the Electric Vehicle Transformation Impact Project (EVTIP), which included the local engagement in community strategic planning for the Village of Romeo, MI, and the state engagement for strategic planning to support Michigan communities facing closures and industry transitions. The original project scope of work targets planning and technical assistance support for communities affected by the transition from internal combustion engine (ICE) vehicles to electric vehicles (EVs) and the changes in facilities, where the Village of Romeo was a first-up identified community to receive assistance.

In addition to providing the community with technical assistance, professional expertise, strategy planning, and community engagement to assist in developing a transition strategy, this amendment is putting forward a request to provide additional funds to support the implementation of projects identified by the local community to mitigate the impacts due to plant closure and industry disruption, the facilitation of 2 additional quarterly steering committee meetings and transitional support of elements of EVTIP to the Community & Worker Economic Transition Office.

Project Implementation As the first phase of EVTIP approaches completion, community leaders identify critical projects arising from the strategic planning process and are informed by the data and economic insights.

The Contractor facilitation team is aligning priorities and objectives to these identified projects to meet local and regional needs. The next key step in assisting the community would be to provide project implementation funds to further assist the community in mitigating the impacts of this economic event. Contractors project implementation management steps include:

Project Scoping for Communities In collaboration with the client community, identify the details of the project scope, partners, resources, schedule, outcomes, and deliverables to effectively manage and track the project.

Identification of consultant contractors A systematic process to identify a list of qualified contractors with expertise in public sector engagements, critical industrial technical skills, and the capacity to assist targeted communities.

Consultant Selection Working with the community, move forward the process of identifying a qualified consultant to assist with implementation project(s) for the community likely through a competitive request for proposal process to ensure the most appropriate provider is selected and other factors such as timeline and costs are considered.

Project Implementation Deep engagement to monitor the implementation project(s), following the contracted scope of work, with careful attention to targeted goals ensuring results are achieved for the community and to alleviate some of the community’s capacity to execute the project.

Contractor would engage with regular reporting and state steering committee reporting as designated in the current EVTIP engagement.

EVTIP State Steering Committee Meeting Effective December 2023 the EVTIP State Steering Committee Meeting has transitioned to quarterly meetings. Contractor will facilitate two additional quarterly meetings likely in the June and September timeframes.

Community & Worker Economic Transition Office The work of EVTIP has set an action-based framework for the Community & Worker Economic Transition Office to provide support for planning and technical assistance to local communities facing transition. Contractor will work with OFME and LEO to assist in the transfer of knowledge from EVTIP to the new office as deemed appropriate.

Timeline Six months: April 2024 – September 2024

• By April 30th, 2024 Projects will be identified for Communities

• By May 31st, 2024 consultants will be identified and projects scoped

• By June 30th, 2024 Projects will be contracted

• Between June and September projects will be executed

• All projects will be completed by September 30, 2024

• The Steering Committee will meet in March, June and September 2024

• Between March and September 30, 2024 Contractor will provide transitional support.

Schedule B – Pricing

Additional Costs for Amended Scope

TOTAL Amended Budget

Electric Vehicle Transition Impact Project_Amendment & Extension PROPOSED BUDGET: January 1, 2023- September 30, 2024

University of Michigan 1/1/23-12/31/23

Additional costs 1/1/24-9/30/24 9 months Total 21 months

Line Items Line Items Effort Total Cost

Personnel Rate Personnel Rate Month Amount Total Amount Associate Director (PI) AB 148,717 10% 11,154 Project Lead Manager CWQ 108,150 13% 10,147 Senior Project Manager KR 106,431 0% - Project Intermediate

Manager MH 79,287 20% 11,893

Total Regular Staff $ 52,810 Total Regular Staff 33,194 86,004 Total Personnel $ 52,810 Total Personnel 33,194 86,004 Fringe Benefits Fringe Benefits Regular Staff @ 31% $ 16,371 Regular Staff @ 31% 10,290 26,661 Total Fringe Benefits $ 16,371 Total Fringe Benefits 10,290 26,661 Travel $ 3,009 Travel 295 3,304 Hosting $ 2,000 Hosting - 2,000 Consultants/Contractual $ - Consultants/Contractual 100,000 100,000 Supplies Supplies $ 1,000 General Supplies 1,000 2,000 $ 11,250 Research Services & Supplies 19,434 30,684 Total Supplies $ 12,250 Total Supplies 20,434 32,684 Total Direct Charges $ 86,440 Total Direct Charges 164,213 250,653 Indirect Charges (29%) $ 25,068 Indirect Charges (29%) 47,622 72,689

TOTALS $ 111,508 TOTALS 211,835 323,343

University of Michigan

1/1/24-9/30/24

Total 9 months

Line Items Effort Total Cost

Personnel Amount Total Amount Total Personnel 33,194 33,194 Total Fringe Benefits 10,290 10,290 Travel 295 295 Hosting - - Consultants/Contractual 100,000 100,000 Supplies

Total Supplies 20,434 20,434 Total Direct Charges 164,213 164,213 Indirect Charges (29%) 47,622 47,622

TOTALS 211,835 211,835

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 220000001023

Thomasj45@michigan.gov

Jessica Thomas

Jordana Sager ksampson@umich.edu

Karen Sampson

Ann Arbor, MI 48109-1274

THE REGENTS OF THE UNIVERSITY OF MICHIGAN

CV0048260

734-764-8240

3003 S. State Street

(517) 896-1903 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

517-335-1215

DTMB

sagerj2@michigan.gov

$173,519.00

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 $173,519.00

Effective September 21, 2023, the Contract Administrator is hereby from changed Reynaldo Martell to Karen Sampson.

Karen Sampson ksampson@umich.edu 734-764-8240

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

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

Contract Number 220000001023

Thomasj45@michigan.gov

Jessica Thomas

Jordana Sager martellr@umich.edu

Reynaldo Martell

Ann Arbor, MI 48109-1274

THE REGENTS OF THE UNIVERSITY OF MICHIGAN

CV0048260

734-647- 9099

3003 S. State Street

(517) 896-1903

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

517-335-1215

DTMB

sagerj2@michigan.gov

$163,474.00

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

$10,045.00 $173,519.00

Effective September 12, 2023, the following amendment to CN 3 is hereby incorporated and $10,045.00 is added to cover the expanded scope.

Please note: A position reclassification for Carmen Wells Quigg from Senior Project Manager to Program Manager.

Carmen Wells Quigg carmenw@umich.edu 734-945-2392

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

CN 4 - 220000001023

Amendment to CN 3

The Contractor is requesting to add Key Personnel to the State of Michigan DTMP award MA 220000001023 “Municipal Advisory Services: Facility Closure Planning Assistance & Strategic Planning Projects Proposal”. The addition of the 2 key personnel as detailed below will support the updated scope of work for DO#230000011545. Additional costs include $10,045.00 in personnel and fringe to support one community impact analysis.

Additional communities could be added to the scope at a cost of $6825 in the future through an updated Delivery Order. Additionally, the Contractor is seeking sponsor approval on a position reclassification for Carmen Wells Quigg from Senior Project Manager to Program Manager.

Additional scope of work requested per the sponsor:

The original project scope of work targets explicitly planning and technical assistance support for communities affected by the transition from internal combustion engine (ICE) vehicles to electric vehicles (EVs) and the changes in facilities. In addition to providing analysis, assistance, expertise, transition strategy planning, and community engagement to assist in developing a transition strategy, this amendment responds to the request by affected local communities to provide an economic impact analysis to fully understand the impact this economic adjustment event has on the local economy, better inform the strategic and financial planning, and use the data to leverage additional resources to the region.

Economic Overview & Impact Analysis

As community leaders engage in strategic planning, data and economic insights provide vital information to inform priorities and decision-making. EGI will provide an economic overview, and impact analysis will provide high-level insights as part of community strategic planning for up to three communities. For the economic overview, the report will provide key economic indicators such as industry and workforce analysis, shift share analysis, location quotients, and more, depending on what is relevant to the specific community.

In conjunction with the economic overview, EGI’s research team will conduct an assessment of the estimated economic impact of a plant closure. All estimated impacts of the closure (jobs projected to be lost) will be provided by the community strategic team. The assessment will include direct, indirect, and induced employment and compensation impacts, impacted industry sectors, and tax implications.

The impacts will be assessed through the economic impact analysis tool within the software IMPLAN. IMPLAN utilizes an economic modeling technique called Input-Output analysis, which is a type of applied economic analysis that tracks the interdependence among various producing and consuming industries of an economy. In other words, it looks at all the ways in which purchases are linked within the local economy from the energy generation plant. Impacts will be reported at the direct, indirect, and induced levels. The direct effect is the initial change in final demand of the industry output, employment, and labor income dollars. These are the initial effects from transitioning jobs out in terms of lost income, value added, and output from those jobs. The indirect effects are business-to-business purchases in the supply chain taking place in the region, which stem from industry input purchases. Lastly, the induced effects stem from labor income being spent throughout the region, originating from the direct and indirect effects.

All findings will be synthesized into an executive summary to inform community leaders. EGI’s research team will be available for initial meetings to detail both the methodology as well as results.

Additional Key Personnel (resumes included)

1.

Name

2.

Years of

Experience in Current

Classification

3.

Role(s) /

Responsibilities

4.

Direct /

Subcontract/ Contract

5.

% of Work Time

6.

Physical Location

Sarah Crane 2 Research Area Specialist, Senior

Direct 1%

FT

Ann Arbor, MI

Jankeesh Sandhu 0 Research Area Specialist, Intermediate

Direct 25%

FT

Ann Arbor, MI

Schedule B - Pricing

Identify the Staff Member(s) that will provide the work outlined in this RFP.

Staff Member Position Title As identified in

Schedule A – Section 3 - Staffing

Staff Member Resource Name

Identify the specific resource(s) that are being proposed for this

RFP

Base Years Hourly Rate

List the Not to Exceed Hourly Rate

A. Sarah Crane Impact analysis $39.95

B. Jankeesh Sandhu Impact analysis $32.00

Amended Budget

*items in red text indicate changes

Electric Vehicle Transition Impact Project PROPOSED BUDGET: January 1, 2023- December 31, 2023

1/1/23-12/31/23 12 months Total 12 months

Line Items Effort Total Cost Personnel Rate Month Amount Total Amount

Associate Director (PI) AB Senior Project Manager/Program Manager

CWQ

Senior Project Manager KR

137,904 10% 13,790

13,790

95,680 50% 47,840

47,840

99,357 10% 9,936

9,936

Project Intermediate Manager MH 73,840 50% 36,920

36,920

Research Area Specialist, Senior 83,096 1%

Research Area Specialist, Intermediate

68,000 25% 5,667

5,667

Total Regular Staff 52,799

Total Personnel

Fringe Benefits

Regular Staff @ 31% 16,368

Total Fringe Benefits

Travel 3,009

3,009

Hosting 2,000

2,000

Supplies General Supplies

1,000

1,000 Research Services & Supplies

11,250

11,250 Total Supplies

12,250

12,250 Total Direct Charges

86,426

86,426 Indirect Charges (29%)

25,064

25,064

TOTALS

111,490

111,490

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 3 to

220000001023Contract Number

Thomasj45@michigan.gov

Jessica Thomas

Jordana Sager martellr@umich.edu

Reynaldo Martell

Ann Arbor, MI 48109-1274

THE REGENTS OF THE UNIVERSITY OF MICHIGAN

CV0048260

734-647- 9099

3003 S. State Street

(517) 896-1903 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

517-335-1215

DTMB

sagerj2@michigan.gov

$62,029.00

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

$101,445.00 $163,474.00

Effective March 23, 2023, the following are hereby added to this contract: Schedule A - Statement of Work for the Electric Vehicle Transition Impact Project for LEO and $101,445.00

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

Michigan.gov/MiProcurement

Version 2021-2 Page 1 of 10

SCHEDULE A - STATEMENT OF WORK

CONTRACT ACTIVITIES

The Regents of the University of Michigan MA 220000001023 Financial Accounting, Integrity Oversight Monitoring or Auditing Service by Workgroup and Strategic Planning

Facilitation Related to Long-Term Information Technology Strategies for Electric Vehicle Transformation Impact Program

BACKGROUND

The Mobility Futures Initiative (MFI) was created to enable a stronger state economy through safer, more equitable and environmentally sound transportation for all Michigan residents. It is a multi-agency effort, leveraging $25,000,000 in supplemental FY22 state budget funds to seed the launch of several transformational projects related to the future of transportation, working to break down silos and increase efficiency. The Michigan Office of Future Mobility and Electrification manages these funds and projects with guidance provided by the Governor’s Office, Legislature, Council on Future Mobility and Electrification, LEO, MEDC, MDOT, EGLE and MPSC.

As the automotive and mobility industry continues to rapidly evolve, Michigan’s manufacturing future will look quite different than its manufacturing legacy. This includes Michigan manufacturing facilities facing reduced use or closures. Therefore, to provide support services to communities affected by plant closures due to autonomous and electric vehicles (AVs and EVs, respectively), and assist communities made vulnerable due to advances in technology, the Department of Labor and Economic Opportunity (LEO) via the Office of Future Mobility and Electrification seeks to create the Electric Vehicle Transformation Impact Program (EVTIP). The project will specifically target support for communities that may be imminently impacted by changes in facilities currently serving, or manufacturing for internal combustion engine (ICE) vehicles to provide analysis, assistance, expertise, planning, and community engagement to assist in developing a transition strategy. The impact of this transition on communities in Michigan can create significant issues such as reduced tax base, lost employment, significant reduction in services, site remediation, environmental justice, and the need for economic development to overcome these challenges. Michigan has several plants and communities that face real threats as the industry transitions more fully to AV and EV. This project will provide analysis and transition strategy resources to communities affected by the closure of ICE employers because of EVs.

SCOPE

The Department of Labor and Economic Opportunity is seeking a service provider to assist with the work of the Electric Vehicle Transition Impact Project team including planning meetings, leading discussions, compiling information, and helping create tools and strategies that will assist as energy changes affect communities throughout Michigan.

1. Requirements

Version 2021-2 Page 2 of 10

1.1. General Requirements

A. Contractor Qualifications

1) Contractor must be able to demonstrate that they have effectively facilitated at least 5 government/community engagement efforts or projects. Include types of services performed and results or outcomes of those services

2) Contractor must demonstrate a background in engaging with communities in economic distress.

3) Contractor must have a defined process for being inclusive of all stakeholders, removing bias from decision making, and reporting final plans.

4) Contractor must have access to research data/databases to obtain technical and experiential information.

5) Contractor must have sufficient resources to support required reporting functions necessary

B. Vendor Deliverables

1) Contractor shall document the work of the EVTIP. In preparation for providing meaningful information for policy planning and decisions around energy transitions, Contractor will play a lead role in compiling information and the input from outside groups. Contractor will play a lead role in producing reports of the EVTIP and the subcommittees.

2) Contractor shall facilitate the meetings of the steering committee and sub-teams. Contractor will schedule and coordinate the meetings of the EVTIP subcommittees to ensure broad participation and continued momentum for the project. Through that facilitation, Contractor will need to 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.

3) Contractor shall assist the subcommittees in gathering input and establishing priorities. Contractor will document subcommittee work and will assist the subcommittees in reviewing information and inputs to

Version 2021-2 Page 3 of 10 establish goals for the subcommittees and the identification of informational needs for the subcommittee work.

4) Contractor must provide technical assistance to LEO and the project.

Contractor will assist with obtaining technical and experiential information to support the EVTIP project. This will ensure a broad scan of the available information concerning energy transitions and the work of other similar projects across the country. The research could include historical information, current projects, or engagement of industry and community stakeholders.

5) Contractor must assist in preparing reports and plans. Contractor will play a key role as the EVTIP generates results-based reports in keeping with the expectation of the executive directive. This planning will need to include a process that prioritizes action steps to achieve outcomes that will provide significant value in achieving the executive directive.

Reporting needs to include not only detailed action steps but also a public facing plan.

C. In addition, the Michigan Department of Labor and Economic Opportunity in collaboration with the EVTIP steering committee, would assess if there are additional needs for further review or additional areas of assessment upon completion and review of the initial report. If determined that additional review or assessment was needed, would then advise the contracted consultant of recommended areas of review to meet the EVTIP needs at an agreed upon hourly rate.

1.2. Training

The Contractor must explain its training capabilities and any training that is included in its proposal.

The Contractor must provide documentation and training materials.

2. Service Requirements

2.1. Timeframes

All Contract Activities must be delivered within 12 months from receipt of order. The receipt of order date is pursuant to the Notices section of the Standard Contract Terms.

3. Acceptance

3.1. Acceptance, Inspection, and Testing

The State will use the following criteria to determine acceptance of the Contract Activities: See Acceptance in the Standard Contract Terms

Version 2021-2 Page 4 of 10

4. Staffing

4.1. Contractor Representative

The Contractor must appoint at least one individual specifically assigned to State of Michigan accounts, who will respond to State inquiries regarding the Contract Activities, answer questions related to ordering and delivery, etc. (the “Contractor Representative”).

The Contractor must notify the Contract Administrator at least 7 calendar days before removing or assigning a new Contractor Representative.

4.2. 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:

Ryan Michael Michaelr2@michigan.org

Carmen Wells Quigg 506 E. Liberty St 3rd floor Ann Arbor, MI 48104 carmenw@umich.edu 734-945-2392

4.3. Customer Service Toll-Free Number

See master contract Schedule A - SOW section 4.2 for details.

4.4. Work Hours

See master contract Schedule A - SOW section 4.3 for details.

4.5. 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.

A. The Contractor must identify all Key Personnel that will be assigned to this contract in the table below which includes the following:

1. Name and title of staff that will be designated as Key Personnel.

2. Key Personnel years of experience in the current classification.

3. Identify which of the required key personnel positions they are fulfilling.

4. Key Personnel’s roles and responsibilities, as they relate to this RFP, if the

Contractor is successful in being awarded the Contract. Descriptions of roles should be functional and not just by title.

5. Identify if each Key Personnel is a direct, subcontract, or contract employee.

Version 2021-2 Page 5 of 10

6. Identify if each Key Personnel staff member is employed full-time (FT), part-time (PT) or temporary (T), including consultants used for the purpose of providing information for the proposal.

7. List each Key Personnel staff member’s length of employment or affiliation with the Contractor’s organization.

8. Identify each Key Personnel’s percentage of work time devoted to this Contract.

9. Identify where each Key Personnel staff member will be physically located (city and state) during the Contract performance.

1.

Name

2.

Years of

Experience in Current

Classification

3.

Role(s) /

Responsibilities

4.

Direct /

Subcontract / Contract

5.

% of Work Time

6.

Physical Location

Ashlee Breitner

4 Managing Director; Certified Decision Coach

Direct 10%

FT

Ann Arbor, MI

Carmen Wells Quigg

14 Senior Project Manager;

Certified Decision Coach

Direct 50%

FT

Ann Arbor, MI

Mary Hannaford

1 Project Manager;

Certified Decision Coach

Direct 50%

FT

Ann Arbor, MI

Kevin Ruczinski

4 Senior Project Manager;

Certified Decision Coach

Direct 10%

FT

Ann Arbor, MI

B. The Contractor must provide detailed, chronological resumes of all proposed Key Personnel, including a description of their work experience relevant to their purposed role as it relates to the RFP.

Qualifications will be measured by education and experience with particular reference to experience on projects similar to that described in the RFP.

4.6. Contractor Personnel

The Contractor must identify the roles and responsibilities of all Contractor Personnel that will be performing services under this Contract in the table below:

Version 2021-2 Page 6 of 10

Functional Role(s)/Responsibilities

Ashlee Breitner Ashlee will ensure effective execution of EVTIP by EGI key personnel and will support the team as an additional coach when necessary.

All EGI personnel included in this proposal will assist in preparing reports and plans including documenting the work of the EVTIP including playing a lead role in compiling information and the input from outside groups in preparation for providing meaningful information for policy planning and decisions around energy transitions. Also, EGI personnel will play a lead role in producing results-based reports of the EVTIP and the subcommittees in keeping with the expectation of the directive including a process that prioritizes action steps to achieve outcomes that will provide significant value in achieving the executive directive. EGI will contribute to reporting that includes not only detailed action steps but also a public facing plan.

Carmen Wells Quigg

Carmen will be the lead coach for this engagement. She will be working directly to facilitate the development of the Strategic Plan for EVTIP. She will work with stakeholder groups and the strategic team throughout the process.

Mary Hannaford Mary will be a Decision Coach for this engagement. She will be working directly to facilitate the development of the Strategic Plan for EVTIP. She will work with stakeholder groups and the strategic team throughout the process.

Kevin Rucinski Kevin will be a Decision Coach for this engagement. He will be working directly to facilitate the development of the Strategic Plan for EVTIP by providing background research support. He will work with stakeholder groups and the subteams throughout the process.

4.7. Disclosure of Subcontractors

If the Contractor intends to utilize subcontractors, the Contractor must disclose the following:

• The legal business name; address; telephone number; a description of subcontractor’s organization and the services it will provide; and information concerning subcontractor’s ability to provide the Contract Activities.

• The relationship of the subcontractor to the Contractor.

• Whether the Contractor has a previous working experience with the subcontractor. If yes, provide the details of that previous relationship.

• A complete description of the Contract Activities that will be performed or provided by the subcontractor.

• Geographically Disadvantaged Business Enterprise Sub-Contractors: If

Contractors plan to utilize subcontractors to perform more than 20% of the deliverables under this contract, at least 20% of that subcontracted work must be awarded to Michigan-based Geographically Disadvantaged Business Enterprises (GDBE). Contractor will submit a plan detailing all subcontractors to be used, including the percentage of the work to be done by each. Contractor must inform the State to the name and address of the GDBE, the percentage of the work they

Version 2021-2 Page 7 of 10 will complete, the total amount estimated to be paid to the GDBE, and provide evidence for their qualifications as a GDBE. If Contractor cannot find GDBE subcontractors to meet this requirement they must provide reasoning and justification to receive an exemption from this requirement from the State.

(Existing business relationships will not be an approved reason for this.)

4.8. Access to Tax Information

The Contractor must comply with the requirements of IRS Publication 1075 (including Exhibit 7 Safeguarding Contract Language) and Michigan Department of Treasury Safeguard Requirements of Confidential Tax Data.

5. Project Management

5.1. Project Plan

The Contractor will carry out this project under the direction and control of the Program Manager. Within 30 calendar 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.

5.2. Meetings

The State may request meetings, as it deems appropriate.

5.3. Reporting

The Contractor must submit to the Program the following written reports:

First deliverable – Project outline (withing 30 days) Bi-Monthly status reports, including work undertaken since previous reporting milestones and forecast for the next reporting period.

6. Pricing

6.1. 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 of the master contract.

7. Ordering

7.1. Authorizing Document

See master contract Schedule A - SOW section 7.1 for details.

8. Invoice and Payment

8.1. Invoice Requirements

See master contract Schedule A - SOW section 8.1 for details.

8.2. Payment Methods

See master contract Schedule A - SOW section 8.2 for details.

8.3. Procedure

Invoices to be sent to the Program Manager with written reports no later than the last day of the month.

Version 2021-2 Page 8 of 10

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

10. Service-Level Agreement (SLA) A. The Contractor will be held accountable to meet the requirements and the service level requirements established in this Contract.

B. The State reserves the right to reconsider or amend SLA amounts for split awards should they occur.

C. Please Note: Should bidders require clarification or have any questions with regard to the SLAs, they should submit them during the Question and Answer Period of this solicitation; please see the Proposal Instructions for the timeline.

Service Level Agreements for this Contract will be as follows:

SLA Metric 1. Timely Deliveries Credit Due for Failing to Meet the Service Level Agreements

1. $100.00 may be assessed for each of the first five occurrences of non-compliance in a given calendar year.

2. $500.00 may be assessed beginning with the sixth occurrence of non-compliance and on each occurrence thereafter in a given calendar year.

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 to the State. Payments made directly to the state will be completed within 10 days of notice of assessment.

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SCHEDULE B PRICING

Financial Accounting, Integrity Oversight Monitoring or Auditing Service by Workgroup and Strategic Planning Facilitation Related to Long-Term Information Technology Strategies for

Electric Vehicle Transformation Impact Program

1. The Contractor must provide a pricing schedule for the proposed Contract Activities using the table below.The pricing schedule should be submitted in a modifiable format (e.g., Microsoft Word or Excel); however, you may also submit an additional pricing schedule in a non-modifiable format (e.g., PDF). Failure to complete the pricing schedule as requested may result in disqualification of your proposal.

2. Price proposals 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).

3. The Contractor is encouraged to offer quick payment terms. The number of days must not include processing time for payment to be received by the Contractor's financial institution.

4. By submitting its proposal, the Contractor certifies that the prices were arrived at independently, and without consultation, communication, or agreement with any other Contractor.

5. NOTES:

a. As a reminder, overtime, holiday pay, and travel expenses will not be paid.

b. Provide the hourly rate (not-to-exceed) for each staff level and all applicable personnel assigned to the Contract for the proposed services. For example, please indicate positions at Senior Manager, Director, Manager, etc. Senior levels, entry level staff, as well as Specialty Services (e.g., Cyber engineer, Subject Matter Expert, etc.).

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

Position Hourly Rate

(Not to Exceed) Managing Director; Certified Decision Coach $63.75 Senior Project Manager; Certified Decision Coach $45.93 Project Manager; Certified Decision Coach $34.13

Version 2021-2 Page 10 of 10

Total 12 months

Line Items Total Cost

Rate Month Amount Total Amount Associate Director (PI) AB 137,904 10% 13,790 13,790 Senior Project Manager CWQ 95,680 50% 47,840 47,840 Senior Project Manager KR 99,357 10% 9,936 9,936 Project Intermediate Manager MH 73,840 50% 36,920 36,920 Total Regular Staff 46,856 46,856 Total Personnel 46,856 46,856

Regular Staff @ 31% 14,525 14,525 Total Fringe Benefits 14,525 14,525

3,009 3,009 2,000 2,000

1,000 1,000 11,250 11,250

Total Supplies 12,250 12,250 78,640 78,640 22,806 22,806 101,445 101,445

TOTALS

Total Direct Charges Indirect Charges (29%)

University of Michigan 1/1/23-12/31/23 12 months

Research Services & Supplies

Effort

General Supplies

Personnel

Fringe Benefits

Supplies

Travel Hosting

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

220000001023Contract Number

Thomasj45@michigan.gov

Jessica Thomas

Jordana Sager martellr@umich.edu

Reynaldo Martell

Ann Arbor, MI 48109-1274

THE REGENTS OF THE UNIVERSITY OF MICHIGAN

CV0048260

734-647- 9099

3003 S. State Street

(517) 896-1903

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

517-335-1215

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

$42,029.00 $62,029.00

Effective March 8, 2023, the attached Schedule A - Statement of Work/Schedule B - Pricing is added to the Contract for TREASURYand is hereby increased by $42,029.00.

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

Mich igan .gov/MiProcure ment

Version 2021-2 Page 1 of 9

SCHEDULE A - STATEMENT OF WORK

CONTRACT ACTIVITIES

The Regents of the University of Michigan MA 220000001023 Financial Accounting, Integrity Oversight Monitoring or Auditing Service by

Workgroup and Strategic Planning Facilitation Related to Long-Term Information Technology Strategies

BACKGROUND

The Department of Treasury is required to develop an information technology (IT) strategy in collaboration with a Michigan public university to identify opportunities for machine-readable financial disclosures for local units of government using extensible business reporting language (XBRL). The IT strategy should consist of a strategy that local communities can align and transition to as their existing information systems are retired, or new software solutions are utilized for the creation and processing of integrated data and reporting to the Department of Treasury. The development and review of this strategy will include partnering with key stakeholders representing local governments to review the feasibility of local governments utilizing XBRL software for the purposes of filing required financial reporting with Department of Treasury.

Treasury is creating a Workgroup which will provide analysis, assistance, expertise, planning, and community engagement to make a recommendation to develop an information technology strategy.

Based upon the recommendations from the Workgroup, the Department of Treasury will determine the feasibility and cost to implement the ability to accept XBRL files on its website as a substitute for annual financial reports, Form F-65, and Form 5572 and detail any enhancements required to the current IT systems to implement the recommended IT strategy proposed.

SCOPE

Treasury is seeking a service provider to work with a workgroup in developing and reviewing the feasibility of an IT strategy for local government reporting of statutory financial data. This process will include planning meetings, leading discussions, compiling information, and creating a report for the Department of Treasury.

Goals and Objectives:

Project report would be to answer the following questions:

• Is the XBRL IT software feasible for all types of local units of governments and what would be the associated costs of implementing this information technology strategy at the local and state level?

The Workgroup has the following goals:

• External assessment of impact to local government processes, reporting burdens, and government transparency, and how local governments would transition to or comply with new reporting requirements.

Version 2021-2 Page 2 of 9 o Develop, assess, and provide recommendations for an IT strategy with the State utilizing XBRL for local governments to submit and comply with statutory financial reports.

o Explore key aspects of the process for transitioning local governments from current IT software to proposed XBRL IT software.

o Identify implementation costs to local government in implementing XBRL IT strategy.

o Perform a cost benefit analysis of the IT strategy proposal.

• Internal assessment of State/Treasury requirements, potential changes to current processes o Determine the level of data needed and required to implement the XBRL software Statewide.

o Review implementation cost and technology requirements, upgrades, and enhancements for IT strategy to implement recommendations.

o Perform a cost benefit analysis of IT strategy proposal.

• Reporting o Draft a report summarizing the findings of internal and external assessments developed by the workgroup, projected costs, and feasibility of the IT strategy proposal.

o Present draft report to Treasury leadership and other stakeholders as requested.

o Incorporate suggested changed into revised draft of report and issue final report to the Department of Treasury.

1. Requirements

1.1. General Requirements

A. Contractor Qualifications

1. Contractor must be able to demonstrate that they have effectively facilitated at least five government/community engagement efforts or projects. Include types of services performed and results or outcomes of those services.

2. Contractor must have a defined process for being inclusive of all stakeholders, removing bias from decision making, and reporting final plans.

3. Contractor must have access to research data/databases to obtain technical and experiential information.

4. Contractor must have sufficient resources to support required reporting functions necessary.

B. Program Due Diligence

1. Develop communication plan for announcing workgroup and project scope.

2. Develop stakeholder engagement plan and plan for workgroup utilization.

C. Assessments and Workgroup Facilitation

1. Contractor must document the work of the Workgroup. In preparation for providing meaningful information for policy planning and decisions around the XBRL IT strategy proposal, related costs and feasibility, Contractor must play a lead role in compiling information and input from outside groups. Contractor must play a lead role in producing reports of the Workgroup and any subcommittees.

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2. Contractor must facilitate meetings of the steering committee and any necessary sub-committees. Contractor must schedule and coordinate biweekly meetings, at a minimum, of the Workgroup committees to ensure broad participation and continued momentum for the project. Through that facilitation, 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.

3. Contractor must assist all Workgroup committees in gathering input, establishing priorities, and meeting stated goals as detailed in the “Background” Section above. Contractor must document work and must assist in reviewing information and inputs to establish additional goals and the identification of informational needs for committee or sub-committee work.

4. Contractor must provide technical assistance to Treasury and the project.

Contractor must assist with obtaining technical and experiential information to support the project. This will ensure a broad scan of the available information on machine readable technology, whether XBRL or otherwise. The research could include historical information, current projects, or engagement of industry and community stakeholders.

5. Contractor must assist in preparing reports and plans. Contractor will play a key role as the Workgroup assess the IT strategy, identifies costs, and reviews feasibility, in keeping with the directive. Contractor must provide monthly progress updates, minutes from each committee meeting, and a final report of the internal and external assessment workgroup process reviews.

Final output must identify related costs and review project feasibility, for purposes of a final report to Treasury leadership.

D. Reporting The Contractor must:

1. Draft an initial report documenting the findings, including cost assessments and a feasibility study using data and reports developed in the internal and external assessments.

2. Develop plan for stakeholder engagement

3. Review the Draft Report with Treasury leadership, Workgroup, and other stakeholders, as requested.

4. Evaluate feedback and proposed changes for incorporation in the Final

Report.

5. Incorporate approved changes, feedback and public comments, and draft the

Final Report.

1.2. Training

The Contractor must explain its training capabilities and any training that is included in its proposal.

1.3. ADA Compliance

The State is required to comply with the Americans with Disabilities Act of 1990 (ADA) and has adopted a formal policy regarding accessibility requirements for websites and software applications. The State is requiring that Contractor’s proposed Solution, where

Version 2021-2 Page 4 of 9 relevant, to level AA of the World Wide Web Consortium (W3C) Web Content Accessibility Guidelines (WCAG) 2.0. Contractor may consider, where relevant, the W3C’s Guidance on Applying WCAG 2.0 to Non-Web Information and Communications Technologies (WCAG2ICT) for non-web software and content. The State may require that Contractor complete a Voluntary Product Accessibility Template for WCAG 2.0 (WCAG 2.0 VPAT) or other comparable document for the proposed Solution.

http://www.michi…