220000001422.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 11 to

Contract Number MA220000001422

C O

N

TR

AC

TO

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KUNZ LEIGH & ASSOCIATES INC

28081 Southfield Rd.

Lathrup MI 48076

Justin Shaulis

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

CV0036059

ST

AT

E

Pr og ra m

M an ag er

Various Various

C on tr ac t Ad m in is tr at or Jarrod Barron DTMB

(517) 249-0406

BarronJ1@michigan.gov

CONTRACT SUMMARY

FOIA Freedom of Information Act Management System

INITIAL EFFECTIVE DATE

August 30, 2022

INITIAL EXPIRATION DATE

August 30, 2027

INITIAL AVAILABLE OPTIONS

5 - 1 Year

EXPIRATION DATE BEFORE

August 30, 2027

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS

P-Card Direct Voucher (PRC) Other

EXTENDED PURCHASING

Yes No

MINIMUM DELIVERY REQUIREMENTS

DESCRIPTION OF CHANGE NOTICE

OPTION LENGTH OF OPTION EXTENSION LENGTH OF EXTENSION

REVISED EXP. DATE

CURRENT VALUE

$2,411,522.00

VALUE OF CHANGE NOTICE

$159,382.40

ESTIMATED AGGREGATE CONTRACT VALUE

$2,570,904.40

DESCRIPTION

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

Effective 6/10/2026, the parties add $159,382.40 for the Treasury MiDRS planning, enhancements, maintenance & support, and transition services detailed in the attached statement of work. All other terms, conditions, specifications and pricing remain the same. Per Contractor, Agencies, and DTMB Central Procurement approval.

CHANGE NOTICE NO. 11 TO CONTRACT NO. MA220000001422

Program Managers for

Multi-Agency and Statewide Contracts

AGENCY NAME PHONE EMAIL

DTMB Daniel Klodt 517-636-0234 KlodtD@michigan.gov

MDOS Doug Novak 517-241-1276 NovakD@michigan.gov

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

TREA David Mefford 517-636-5546 MeffordD@michigan.gov

MSP Lance Gackstetter 517-331-7468 GackstetterL1@michigan.gov

DTMB Jim Coggin 517-243-5265 CogginJ@michigan.gov

Michigan.gov/MiProcurement

STATEMENT OF WORK -

IT CHANGE NOTICE

Project Title:

PS-038 Implementation of Disclosure System

Period of Coverage:

May 2026 – January 2027

Requesting Department:

Treasury

Date:

05/01/2026

Agency Program Manager:

Allison Clark

Phone:

517-855-0728

DTMB Program Manager:

Lucy Pline

Phone:

517-896-5103

Brief description of services to be provided:

Kunz, Leigh & Associates (KL&A) will provide services for design, development, test, and deployment services to implement release schedule-based model for planning, enhancements, transition activities, and maintenance & support for the Michigan Disclosure Request System (MiDRS).

The scope of work includes updates to enhance MiDRS functionality, including payments, forms, and workflow, and reports & queries, as well as providing transition services for DTMB to eventually take over maintenance and support of the MiDRS system.

BACKGROUND:

The Michigan Department of Treasury receives and fulfills a variety of tax disclosure requests from individuals, authorized third parties, and government entities in accordance with applicable state and federal confidentiality statutes and disclosure policies. These requests may involve the release of taxpayer-specific information, including tax return records, income verification, or other tax-related documentation, and must be processed to ensure compliance, accuracy, and security.

Treasury disclosure processes are governed by statutory requirements and internal business rules that determine who may request information, what information may be disclosed, and under what conditions disclosure is permitted.

Historically, Treasury disclosure requests have been submitted and processed through a combination of paper forms, email, and manual tracking, resulting in inefficiencies, inconsistencies, and limited visibility into request progress and due dates. Requests may be received through multiple intake channels (such as mailed submissions, agency requests, and electronic portal requests), and processing often requires coordination among Disclosure Analysts and other internal business areas that support record verification, research, or documentation retrieval. In addition, payments associated with fee-based requests have historically required manual entry and reconciliation. The decentralized nature of prior processes increased the burden on staff to track deadlines, validate documentation, and maintain a complete audit trail of communications and supporting materials.

To address these challenges, Treasury implemented the Michigan Disclosure Request System (MiDRS) as a centralized, secure, and workflow-driven system to support the end-to-end lifecycle of disclosure requests. MiDRS reduces reliance on paper, improves intake and tracking, and provides structured workflows for request processing, task management, and document handling.

The system supports both external request submission through an online portal (for eligible request types) and manual internal request entry (for requests received via mail or email). MiDRS supports streamlined payment processing and tracking, including applying and moving payments, assessing fees, and generating standardized correspondence when additional payment or information is required. The system also provides built-in workflow controls, including assigning requests to staff, routing internal tasks to business areas, and sending system-generated notifications and reminders to support timely processing. Document handling functionality ensures that all supporting documents and response materials are maintained in a secure repository, with controlled download timeframes for external users and a consolidated response document generated upon completion.

PROJECT OBJECTIVE:

The objective of this change notice is to provide MiDRS Maintenance and Support with prescribed release schedule using Agile Methodology to align priorities of planned system enhancements. The release schedule will allow KL&A to continue providing ongoing maintenance and support services, while also enabling the agency to prioritize and deliver enhancements as part of the planned work.

SCOPE OF WORK:

The MiDRS enhancement implementation and release approach is intended to support planning and scheduling across multiple coordinated releases. The release schedule will cover a period of 8 months, beginning May 25, 2026, during which Treasury will determine the prioritization of enhancements, defects, knowledge transfer, and how often to release.

1. Maintenance Plan

Defects will be addressed within Service Level Expectations outlined in the contract (220000001422) and the Maintenance Plan (SEM-0301).

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

• MiDRS will be deemed to be operating as designed and the Defect will be closed o The Defect may be converted into an Enhancement request

• The Defect is considered a high impact to business and will be immediately put into the current Sprint and mitigated o This may also include a Hot-Fix deployment (an emergency release outside of planned releases)

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

2. Development Plan (Enhancements)

KL&A will continue to deliver the MiDRS system enhancements using the Scrum/Agile approach.

This plan will be executed in four distinct phases, as defined below.

a. Discovery and Requirements Gathering

An initial set of enhancements has been defined. For this initial set of identified enhancements, JAD sessions will be conducted as discovery sessions in which the KL&A team will work with Treasury business users and other stakeholders to review enhancement requests and map requirements to those enhancements, identifying any gaps. JAD sessions will also be scheduled as necessary to support new enhancements.

b. Backlog Grooming and Sprint Planning

Backlog grooming - the Product Owner with the one-half Lead Business Analyst and 1 Technical Lead Developer will establish the backlog and verify the highest priority items are at the top of the list. The effort will be recorded as Story Points from the Discovery and Requirements Gathering Phase. Tickets identified as part of the Maintenance Plan will also be included in the Backlog for priority.

Sprint planning - the Product Owner, with the one-half Lead Business Analyst and 1 Technical Lead Developer, will conduct a Sprint Planning session in which they select as many of the highest priority User Stories (enhancements or bugs) as possible for development within the month-long Sprint timeframe.

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

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

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

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

User acceptance - either at the end of the Sprint or after a selected number of Sprints, the KL&A Lead BA will work with appointed Treasury business users to execute user acceptance testing

(UAT). Treasury testers will access the UAT Test Executions in JIRA. JIRA provides traceability through a series of linkages from the Test Case to User Story, to Epic, to the original business, functional, and technical requirements, providing full traceability. Critical & Blocker Defects found during testing will be hot-fixed into the Release scheduled to go to Production.

d. Implementation

The parties agree to the following release schedule, which may be changed by mutual agreement. The number and timing of releases over the course of the project may increase or decrease depending on priorities, capacity, and overall project demands. Upon approval of each Release Document, KL&A will coordinate with DTMB and Treasury to execute the associated Go-Live Plan.

Release Number Production Deploy Date

Release #1 09/04/2026

Release #2 12/04/2026

Release #3 01/21/2027

Enhancements

The functionality outlined in the table below has been identified as high priority by Treasury and is intended to be delivered in the first release. Under this approach, all work will be managed within a shared backlog and executed based on available capacity. The Treasury Product Owner will be responsible for continuously prioritizing and reprioritizing work during each sprint to ensure alignment with business needs and to adjust as new requirements or priorities emerge.

Key Description Epic

DISC-1672 FSD Payment Entry – Remit Type

Payments

DISC-1690 Remove FSD payment Payments

DISC-1705 Ability to waive fees Payments

DISC-1706 Payment refund/correction Payments

DISC-1710 Ability to move Payment Payments

DISC-1727 MFE - Adding 4373 Updates Request Status

Forms & Workflow

DISC-1671 User List Screen – Internal vs.

External Users

Forms & Workflow

DISC-1675 CMH MTRIP - Add Most Recent 5 Years

Forms & Workflow

DISC-1689 Tax Year Selection Options Forms & Workflow

DISC-1692 Auto Attach Fire Services Letter on Request Complete

Forms & Workflow

DISC-1697 MTRIP/City Tax - Taxpayer Email Updates

Forms & Workflow

DISC-1698 Enter Code - Preview Forms & Workflow

DISC-1703 Convert Request to be Returned Via Email checkbox to a required dropdown

Forms & Workflow

DISC-1691 MFE Subpoenas Return via Email

Forms & Workflow

DISC-1700 Subpoena - Process Request per taxpayer

Forms & Workflow

DISC-1712 Request Type - Federal Subpoena

Forms & Workflow

DISC-1702 Completed Request - Transition to In Progress

Forms & Workflow

DISC-1742 Data Entry Workflow Changes Forms & Workflow

DISC-1732 Tax Payer Name Field Order Forms & Workflow

DISC-1713 Ability for Manager to see open request count for each staff.

Dashboard / Reports / Queries

DISC-1726 Internal Dashboard - Waiting on Customer

Dashboard / Reports / Queries

DISC-1668 Request Search: Use query params for all search fields

Dashboard / Reports / Queries

DISC-1694 Agent Dashboard - Additional Information Task Complete

Dashboard / Reports / Queries

DISC-1704 Record count on Reports Dashboard / Reports / Queries

DISC-1669 Task Code Management Dashboard / Reports / Queries

DISC-1673 Task Card Dashboard / Reports / Queries

DISC-1729 Maintenance Report - Date Range

Dashboard / Reports / Queries

Migration and Knowledge Transfer Tasks

The tasks outlined in the table below represent the JIRA-to-ADO transition activities as well as the Knowledge Transfer tasks. These items will be completed following the delivery of the initially prioritized enhancement set, as capacity allows. This work will be incorporated into the shared project backlog and executed based on available capacity, alongside any remaining enhancements, defect resolution, and other project priorities.

Description Epic

Define the requirements for transitioning from JIRA to Azure DevOps JIRA/ADO Migration

Determine an approach for migrating Jira Historical Data to ADO JIRA/ADO Migration

Determine the approach for transitioning current development, testing, and tracking processes into ADO

JIRA/ADO Migration

Review Requirements (Jira or SEM Documents) Purpose: Understand system features, workflows, and business rules.

Transition

Review Technical Design Purpose: Understand system architecture, component interactions, integrations, and technical workflows.

Transition

Review Database Structure and Design Purpose: Understand data model, key entities, relationships, and stored procedures.

Transition

Review Test Cases and Test Data Purpose: Understand system validation logic, test coverage, and defect patterns.

Transition

Review Codebase Purpose: Understand system logic, frameworks, modules, integration points, and coding standards.

Transition

Meeting Hours (Knowledge Sessions, Q&A, Walkthroughs) Purpose: Provide interactive learning, demonstrations, and clarification.

Transition

Reference Material

The parties agree to the following Transition Approach as a framework and may collaboratively modify this approach through mutual agreement, if so merited, as the backlog is refined.

Transition Approach

Phase 1 – Preparation (Week 1-2)

• Verify all requirements, design documents, code repositories, and test assets are accessible.

• Align expectations and timelines with all roles.

• Identify any gaps in documentation that need supplementation prior to KT.

Phase 2 – Foundational Knowledge Transfer (Weeks 3–4)

• Requirements walkthroughs

• Business process overviews

• System architecture orientation

Phase 3 – Deep-Dive Technical Knowledge Transfer (Weeks 5–7)

• Codebase review by module

• Database walkthrough

• Technical design explanations and architecture patterns

Phase 4 – Validation Knowledge Transfer (Weeks 8–9)

• Test case and test data review

• Demo of testing environments

• Review of past defects and resolutions

TASKS:

To complete the enhancements, technical support from DTMB is required to assist with the following tasks:

• Application deploy process

• Database deploy process

• Knowledge transfer activities

DELIVERABLES:

The KL&A team composition will begin Release Schedule with one-half Lead Business Analyst and 1 Technical Lead Developer. Per-Sprint development velocity is estimated between 18-27 User Story points. KL&A will provide the State 30 days’ notice and a transition plan if a resource is intended to be transitioned to a different project. Contractor will maintain the same set of resources through the statement of work period. The KL&A team will be responsible for technical support (including Implementation support), defect remediation, as well as design and development of enhancements and testing support. During the 3 Releases, KL&A will be able to adjust their team size up/down depending on the need of the project. The average KL&A team size measured throughout the life of this Change Notice should not deviate from the above described team. Adding or removing resource(s) will require a contract change notice.

ACCEPTANCE CRITERIA:

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

• SEM-0185 upon the completion of each monthly sprint including associated Maintenance services Migration services Knowledge transfer Enhancements

PROJECT CONTROL AND REPORTS:

A weekly progress report must be submitted to the Agency and DTMB Project Managers throughout the life of this project.

Each weekly progress report must contain the following:

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

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

SPECIFIC DEPARTMENT STANDARDS:

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

PAYMENT SCHEDULE:

Description Calculation Cost

M&O (Prorated) $220,772.00 x (8/10 months) 176,617.60*

Release schedule (8 Months)

Fixed Cost $159,382.40

Total Cost $176,617.60 + $159,382.40 $336,000.00

*Note – The $220,772.00 for 10 months of M&O has already been invoiced. The $176,617.60 represents a credit back to the State based on the prepaid M&O from Change Notice 5. This reduces the additional amount due on this change notice from $336,000 to $159,382.40.

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

When expenses are invoiced, receipts will need to be provided along with a detailed breakdown of each type of expense. Payment shall be considered timely if made by DTMB within forty-five (45) days after receipt of properly completed invoices.

Event Description Invoice Date Invoice Amount

Sprint 1 Completed SEM-0185 July 1, 2026 $19,922.80

Sprint 2 Completed SEM-0185 August 1, 2026 $19,922.80

Sprint 3 Completed SEM-0185 September 1, 2026 $19,922.80

Sprint 4 Completed SEM-0185 October 1, 2026 $19,922.80

Sprint 5 Completed SEM-0185 November 1, 2026 $19,922.80

Sprint 6 Completed SEM-0185 December 1, 2026 $19,922.80

Sprint 7 Completed SEM-0185 January 1, 2027 $19,922.80

Sprint 8 Completed SEM-0185 February 1, 2027 $19,922.80

Payment Total $159,382.40

EXPENSES:

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

PROJECT CONTACTS:

The designated Contractor Program Manager is:

Martin Thompson Kunz, Leigh, and Associates Lathrup Village, MI 48076-2816 517.204.7729 h.cleland@kunzleigh.com

The designated Agency Program Manager is:

Allison Clark Department of Treasury State of Michigan Operations Center 7285 Parsons Drive, Dimondale, Michigan 48821 517-855-0728 clarka60@michigan.gov

The designated DTMB Program Manager is:

Lucy Pline DTMB/Treasury State of Michigan Operations Center 7285 Parsons Drive, Dimondale, Michigan 48821 517-896-5103 plinel@michigan.gov

AGENCY RESPONSIBILITIES:

Treasury Product Owner, Project Manager, and Subject Matter Experts (SMEs) will be required to assist with the following project activities:

• Attend JAD/Validation sessions

• Attend Sprint Planning and Demonstration events

• Attend Technical Support Meetings with DTMB as needed

• Participate in all Sprint and Release User Acceptance Testing

• Provide subject matter expertise as needed

• Review and approve deliverables and SUITE documentation

LOCATION OF WHERE THE WORK IS TO BE PERFORMED:

mailto:h.cleland@kunzleigh.com

Consultants will work at a combination of SOM offices, primarily the Operations Center located in Dimondale, MI, KL&A offices in Okemos, MI, and designated remote locations as appropriate/needed.

EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:

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

No overtime will be permitted.

PROJECT PLAN:

Release Timeline

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

CONTRACT CHANGE NOTICE

Change Notice Number 10 to Contract Number MA220000001422

C O

N

TR

A C

TO

R

KUNZ LEIGH & ASSOCIATES INC

28081 Southfield Rd.

Lathrup MI 48076

Justin Shaulis

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

CV0036059

ST

A

TE

Pr og ra m

M an ag er

Various Various

C on tr ac t A dm in is tr at or Jarrod Barron DTMB

(517) 249-0406

BarronJ1@michigan.gov

CONTRACT SUMMARY

FOIA Freedom of Information Act Management System

INITIAL EFFECTIVE DATE

August 30, 2022

INITIAL EXPIRATION DATE

August 30, 2027

INITIAL AVAILABLE OPTIONS

5 - 1 Year

EXPIRATION DATE

BEFORE

August 30, 2027

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS

P-Card Direct Voucher (PRC) Other

EXTENDED PURCHASING

Yes No

MINIMUM DELIVERY REQUIREMENTS

DESCRIPTION OF CHANGE NOTICE

OPTION LENGTH OF OPTION EXTENSION LENGTH OF EXTENSION

0 Years

REVISED EXP. DATE

CURRENT VALUE

$2,381,467.00

VALUE OF CHANGE NOTICE

$30,055.00

ESTIMATED AGGREGATE CONTRACT VALUE

$2,411,522.00

DESCRIPTION

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

Effective 2/17/2026, the parties add $30,055 for the accessibility enhancement services detailed in the attached statement of work. All other terms, conditions, specifications and pricing remain the same. Per Contractor, Agency, DTMB Central Procurement and State Administrative Board approval on 2/17/2026.

CHANGE NOTICE NO. 10 TO CONTRACT NO. MA220000001422

Program Managers for

Multi-Agency and Statewide Contracts

AGENCY NAME PHONE EMAIL

DTMB Daniel Klodt 517-636-0234 KlodtD@michigan.gov

MDOS Doug Novak 517-241-1276 NovakD@michigan.gov

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

TREA David Mefford 517-636-5546 MeffordD@michigan.gov

MSP Lance Gackstetter 517-331-7468 GackstetterL1@michigan.go v

DTMB Jim Coggin 517-243-5265 CogginJ@michigan.gov

Version 2021-1 1 of 4

STATEMENT OF WORK -

IT CHANGE NOTICE

Project Title:

MSP FOIA FY26 ADA changes

Period of Coverage:

February 2026 – April 2026

Requesting Department:

MSP

Date:

12/9/2025

Agency Project Manager:

Lance Gackstetter

Phone:

517-331-7468

DTMB Project Manager:

Jim Coggin

Phone:

517-243-5265

Brief description of services to be provided:

BACKGROUND:

This Statement of Work (SOW) is part of a Change Notice to Contract No 220000001422 (Contract) between the State of Michigan (State or SOM) and KL&A (“Contractor” or “Vendor”) under the terms of the Implementation Services Agreement (Contract # 220000001422) (“Agreement” or “Contract”). The Parties agree as follows:

MSP and KL&A teams are deploying accessibility improvements to bring the MSP FOIA internal and external applications into closer compliance with ADA accessibility expectations and WCAG 2.2 AA guidelines.

PROJECT OBJECTIVE:

Update both the internal and external MSP FOIA portals. This round of enhancements will meet ADA requirements for 2026.

SCOPE OF WORK:

Below you will find a list of enhancements that have been identified.

Issue key Summary Story Pts

FOIA-895 Update FOIA Internal to ADA 2.2 8 FOIA-896 Update FOIA Public to ADA 2.2 5

TASKS:

Technical support is required to assist with the following tasks:

• Hosting and deploying applications

Version 2021-1 2 of 4

• Database support and execution of DB Scripts

• ADA Scanning

DELIVERABLES:

Deliverables will not be considered complete until the Agency Project Manager formally accepts them.

Deliverables for this project include:

Activity/ Milestone Description Estimated Invoice Cost FOIA-895 Update FOIA Internal to ADA 2.2 February 2026 $3,500 FOIA-896 Update FOIA Public to ADA 2.2 February 2026 $3,500

UAT Release Jira test cases, UAT deploy, and support activities.

March 2026 $7,000

Production Cutover Installation plan & production release.

April 2026 $16,055

Total $30,055

ACCEPTANCE CRITERIA:

Deliverables are considered complete upon delivery to SOM environments and acceptance by agency project manager.

PROJECT CONTROL AND REPORTS:

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

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

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

SPECIFIC DEPARTMENT STANDARDS:

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

PAYMENT SCHEDULE:

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

Version 2021-1 3 of 4 reflect actual work completed by payment date and must be approved by the Agency and DTMB Project Manager prior to payment. The invoices shall describe and document to the State’s satisfaction a description of the work performed, the progress of the project, and fees. When expenses are invoiced, receipts will need to be provided along with a detailed breakdown of each type of expense.

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

EXPENSES:

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

PROJECT CONTACTS:

The designated Agency Project Manager is:

Lance Gackstetter 517-331-7468 GackstetterL1@michigan.go

The designated DTMB Project Manager is:

Jim Coggin 517-243-5265 cogginj@michigan.gov

AGENCY RESPONSIBILITIES:

• Attend any meeting where SME are required

• Testing of applications in UAT.

Consultants will work at:

Contractors will work remotely and/or at one of the contractors identified office locations.

EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:

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

No overtime will be permitted.

PROJECT PLAN:

Version 2021-1 4 of 4

This project will follow Agile methodology with iterative planning, delivery, and testing while maintaining Scrum ceremonies. Any issues/bugs that are identified during testing will be reported, prioritized, and processed in Jira.

MSP FOIA is hosted by the State of Michigan, as such, KL&A will facilitate and follow the RFC (Request for Change) procedure and work with DTMB resources to implement developed functionality.

Accessibility Requirements.

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

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

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

CONTRACT CHANGE NOTICE

CONTRACT SUMMARY

FOIA Freedom of Information Act Management System

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

August 30, 2022 August 30, 2027 5 - 1 Year August 30, 2027

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

28081 Southfield Rd.

Lathrup MI 48076

Justin Shaulis

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

CV0036059

KUNZ LEIGH & ASSOCIATES INC

C O

N

TR

A C

TO

R

Jarrod Barron

517-249-0406

DTMB

Various Various

BarronJ1@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Change Notice Number 8

Contract Number MA220000001422 to

DESCRIPTION OF CHANGE NOTICE

OPTION EXTENSIONLENGTH OF OPTION LENGTH OF EXTENSION REVISED EXP. DATE

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

0 Years

$2,336,437.00 $0.00 $2,336,437.00

DESCRIPTION

Effective 10/1/2025, the parties revise the Contract Change Notice 5 statement of work (SOW) as detailed in the attached SOW, which revises the project milestones and payment schedule but does not change the overall scope or total cost. All other terms, conditions, specifications and pricing remain the same. Per Contractor, Agency, and DTMB Central Procurement approval.

AGENCY NAME PHONE EMAIL

DTMB Daniel Klodt 517-636-0234 KlodtD@michigan.gov

MDOS Doug Novak 517-241-1276 NovakD@michigan.gov

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

TREA David Mefford 517-636-5546 MeffordD@michigan.gov

MSP Lance Gackstetter 517-331-7468 GackstetterL1@michigan.go v

DTMB Jim Coggin 517-243-5265 CogginJ@michigan.gov

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 8 TO CONTRACT NO. MA220000001422

CHANGE NOTICE NO. 8 TO CONTRACT NO. MA220000001422

STATEMENT OF WORK -

IT CHANGE NOTICE

Project Title:

PS-038 Implementation of Disclosure FOIA System

Period of Coverage:

Requesting Department:

Treasury

Date:

9/9/2025

DTMB Project Manager:

Lucy Pline

517.896.5103

SUMMARY:

This Statement of Work (SOW) is a Change Notice to Contract No. 220000001422 (Contract) between the State of Michigan (State or SOM) and KL&A (“Contractor” or “Vendor”) under the terms of the Implementation Services Agreement (Contract # 220000001422) (“Agreement” or “Contract”). The Parties agree as follows:

A project schedule re-baseline is being made that impacts original milestones and payment invoices. The following is a summary of impact to the project and the reason for this change notice.

• Schedule Impact o The change introduces two staged releases (instead of one) to accommodate validated variance in effort from the original estimate while preserving scope, quality, and compliance commitments defined in the base Statement of Work.

Release 1 will contain core features Release 2 will contain the remaining functionality, which includes security reports & formal reports, and data migration.

PROJECT BACKGROUND

The Department of Treasury, Security and Data Risk Management Division, Disclosure Unit has been using spreadsheets and other labor-intensive processes to manage incoming requests, complete daily work tasks, report on completed and incomplete work items, and audit all related data. While the spreadsheets and internal processes currently work, they present several limitations, including a lack of accurate reporting, a lack of transparency between team members and management, and a lack of electronic means for receiving payment.

The Security and Disclosure team is interested in replacing the spreadsheets and internal processes with a FOIA-like system, which is a web-based solution with an internal and external portal, that will provide most identified needs as outlined in the requirements gathered in initial meetings with the team.

SCOPE OF WORK:

There is no change in scope of the project. However, during execution, the team’s refined estimates indicate approximately 150 remaining story points. To reduce delivery risk, provide earlier value to end-users, and maintain transparency on progress, the work will be delivered in two releases. Release 1 will package the core features, and Release 2 will provide the security reports, formal reports, and data migration. This change is a rephrasing of the existing scope; this request introduces no new scope. Any additional features beyond the approved backlog will be handled under subsequent change control.

OUT OF SCOPE:

No changes to the contract as it relates to this section.

PROJECT APPROACH:

No changes to the contract as it relates to this section.

TASKS:

No changes to the contract as it relates to this section.

DELIVERABLES:

No changes to the contract as it relates to this section.

ACCEPTANCE CRITERIA:

No changes to the contract as it relates to this section.

PROJECT CONTROL AND REPORTS:

No changes to the contract as it relates to this section.

SPECIFIC DEPARTMENT STANDARDS:

No changes to the contract as it relates to this section.

PAYMENT SCHEDULE:

No changes to the contract as it relates to this section.

EXPENSES:

No changes to the contract as it relates to this section.

PROJECT CONTACTS:

Treasury Business Owner Richard Grandy

Agency Project Sponsor Ryan McElhone

DTMB Project Sponsor Lucy Pline

DTMB Project Manager Raja Ramaswamy

Vendor Project Manager Heath Cleland

AGENCY RESPONSIBILITIES:

No changes to the contract as it relates to this section.

LOCATION OF WHERE THE WORK IS TO BE PERFORMED:

No changes to the contract as it relates to this section.

EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:

Work hours are not to exceed eight (8) hours a day, forty (40) hours a week. Normal working hours of 8:00 am to 5:00 pm are to be observed unless otherwise agreed to in writing. No overtime will be permitted.

PROJECT PLAN and PAYMENT SCHEDULE:

The following changes are being made due to the project schedule rebaseline. Major milestones and approximate task durations are identified in Figure 2 below.

Figure 2. Updated Production, Release 2, Warranty, and M&S Project Plan & Payment Schedule

Event Baseline

Finish New

Finish Baseline Invoice

New Invoice Date

Production Deploy/ATO 1/9/2026 No Change

1/9/2026 No Change

Release 2 Deploy N/A 2/20/2026 N/A N/A Warranty (30 Days) 2/8/2026 3/23/2026 2/8/2026 3/23/2026 M&S - 10 Months after Warranty Complete 12/8/2026 1/23/2027 2/8/2026 3/23/2026

WARRANTY:

Project warranty will remain at 30 calendar days but will now begin following the second release. The warranty end date has now been set for March 23, 2026.

MILESTONES AND DELIVERABLES:

No changes to the contract as it relates to this section.

DATA MIGRATION:

Data migration will be moved to the newly created release 2.

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

FOIA Freedom of Information Act Management System

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

August 30, 2022 August 30, 2027 5 - 12 Months August 30, 2027

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

28081 Southfield Rd.

Lathrup MI 48076

Justin Shaulis

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

CV0036059

KUNZ LEIGH & ASSOCIATES INC

C O

N

TR

A C

TO

R

Jarrod Barron

517-249-0406

DTMB

Various Various

BarronJ1@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Change Notice Number 7

Contract Number MA220000001422 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

$2,326,902.00 $9,535.00 $2,336,437.00

DESCRIPTION

Effective 10/22/2024, the parties add $9,535.00 for the MDOS FOIA System enhancement services detailed in the attached statement of work. All other terms, conditions, specifications and pricing remain the same. Per Contractor, agency, and DTMB Central Procurement approval.

Internal State Note: Remaining Ad Board funds after this change: $50,464.99.

MDOS Doug Novak 517-241-1276 NovakD@michigan.gov

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

TREA David Mefford 517-636-5546 MeffordD@michigan.gov

MSP Lance Gackstetter 517-331-7468 GackstetterL1@michigan.go v

DTMB Jim Coggin 517-243-5265 CogginJ@michigan.gov

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 7 TO CONTRACT NO. MA220000001422

Version 2021-1 1 of 2

STATEMENT OF WORK -

9/10/2024-8/30/2027

Requesting Department:

MDOS

Date:

9/10/2024

Agency Project Manager:

Doug Novak

Phone:

517.241.1276

DTMB Project Manager:

Dan Klodt

517.930.3506

PROJECT OBJECTIVE:

To increase the functionality of search exports, to create new notification events and alerts within the system, and to update the letter template to increase functionality.

SCOPE OF WORK:

Utilizing the contract rate card for programming updates. This will include expanding the number of columns on search exports, creating a new notification event for the reassignment of a request to a new workgroup, and the creation of a hook that will feed data into a letter template once a payment is made, generating a receipt for the public.

TASKS:

Technical support is required to assist with the following tasks:

DTMB may be needed to assist with integration of a hook that captures payment confirmation and details from CEPAS. DTMB may also need to assist with increasing the database size.

DELIVERABLES:

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

Issue key Summary Dev hours

Developer/Programmer (145)

BA

Hours

Business Analyst (145)

PM

hours

Project Manager

(195) Total Cost

MDOSFOIA-904 Add additional columns to Request Search export 8 1160 3 435 2 390 $ 1,985.00 MDOSFOIA-903 New notification event - reassignment of a request 16 2320 6 870 3 585 $ 3,775.00

MDOSFOIA-905

Create Receipt - Option A - Add transaction table in public portal on Request Details page 16 2320 6 870 3 585

MDOSFOIA-905

Create Receipt - Option B Add transaction table in public portal on Request Details page and include a download receipt button in each transaction row 24 3480 8 1160 5 975

MDOSFOIA-905

Create Receipt - Option C Create new letter template and hook for once a payment has occurred. This would display "Receipt letter" in already existing letter table on request details page. 16 2320 6 870 3 585 $ 3,775.00

$ 9,535.00

PROJECT CONTROL AND REPORTS:

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

Version 2021-1 2 of 2

1. Hours: Indicate the number of hours expended during the past two weeks, and the cumulative total to date for the project. Also state whether the remaining hours are sufficient to complete the project.

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

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

PAYMENT SCHEDULE:

Contractor may invoice the State $9,353.00 after the State has given final acceptance of all deliverables. DTMB will pay CONTRACTOR upon receipt of properly completed invoice which shall be submitted to the billing address on the State issued purchase order. DTMB Accounts Payable area will coordinate obtaining Agency and DTMB Project Manager approvals. All invoices should reflect actual work completed by payment date and must be approved by the Agency and DTMB Project Manager prior to payment. The invoices shall describe and document to the State’s satisfaction a description of the work performed, the progress of the project, and fees.

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

EXPENSES:

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

PROJECT CONTACTS:

The designated Agency Project Manager is:

Doug Novak

MDOS

LSA

Austin Building Lansing, MI 48933 517.241.1276 NovakD@Michigan.gov

The designated DTMB Project Manager is:

Dan Klodt Agency Services Austin Building/4th Floor Lansing, MI 48933 517.930.6368 KlodtD@Michigan.gov

Consultants will work at:

Remotely.

EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:

Work hours are not to exceed eight (8) hours a day, forty (40) hours a week. Normal working hours of 8:00 am to 5:00 pm are to be observed unless otherwise agreed to in writing. No overtime will be permitted.

mailto:NovakD@Michigan.gov mailto:KlodtD@Michigan.gov

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

FOIA Freedom of Information Act Management System

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

August 30, 2022 August 30, 2027 5 - 12 Months August 30, 2027

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

28081 Southfield Rd.

Lathrup MI 48076

Justin Shaulis

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

CV0036059

KUNZ LEIGH & ASSOCIATES INC

C O

N

TR

A C

TO

R

Jarrod Barron

517-249-0406

DTMB

Various Various

BarronJ1@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Change Notice Number 6

Contract Number MA220000001422 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

$2,136,902.00 $190,000.00 $2,326,902.00

DESCRIPTION

Effective 9/13/2024, the parties add $190,000 to cover the cost of ongoing maintenance services through 9/30/2027 per the attached statement of work. All other terms, conditions, specifications and pricing remain the same. Per Contractor, agency, and DTMB Central Procurement approval.

Internal State Note: Remaining Ad Board funds after this change: $59,999.99.

MDOS Doug Novak 517-241-1276 NovakD@michigan.gov

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

TREA David Mefford 517-636-5546 MeffordD@michigan.gov

MSP Lance Gackstetter 517-331-7468 GackstetterL1@michigan.go v

DTMB Jim Coggin 517-243-5265 CogginJ@michigan.gov

Program Managers for

CHANGE NOTICE NO. 6 TO CONTRACT NO. MA220000001422

State of Michigan MSP FOIA Maintenance & Operations

Change Request

General Information

System or Project ID/Acronym: MSP FOIA Creation Date: 8/1/2024

Client Agency: MSP/DTMB Modification Date:

Author(s): Thomas Trenkamp, KL&A DTMB Authorized by:

Privacy Information

This document may contain information of a sensitive nature. This information should not be shared with persons other than those who are involved with this system/project or who will become involved during its lifecycle.

Revision History

Revision

Date Author Section(s) Summary

08/01/2024 KL&A All Initial Document

Background

During the 2023 calendar year, the MSP FOIA application decided to move to the MDOS FOIA contract.

MSP FOIA was previously on the MiCaRS contract (071B4300022) which expired on 12/31/2023. As part of the change notice which extended coverage for the MSP FOIA application to contract 220000001422, KL&A committed to creating a new Statement of Work for the continued Maintenance and Operations (M&O) and enhancement needs of the MSP FOIA system. The movement to the new contract as well as cost for the remainder of the 2023 FY and 2024 FY were identified in Change Notice 2 of the 220000001422 contract. Cost for the 2024 FY is $40,000.

Project Objective

This change notice is to provide the following:

• Provide continued Maintenance & Operations (M&O) to address the maintenance and enhancements needs of the MSP FOIA system.

• Provide details for continued M&O of the MSP FOIA application for the life of the MDOS FOIA contract (220000001422).

Scope of Work

The contract terms have been laid out in the section State of Michigan IT Professional Services Contract Terms for contract 220000001422. As MSP FOIA has moved to the contract 220000001422, the terms now apply to the MSP FOIA application. If not mentioned below, all applicable contract terms 220000001422 now apply to the maintenance and support of the MSP FOIA application. There are no additional enhancements being added to the MSP FOIA system as part of this change notice.

3. Performance of Services

e. Contractor’s Key Personnel – No Key Personal will be identified for the MSP FOIA application.

4. Notices

If to State: If to Contractor:

Jarrod Barron 320 S Walnut Street Lansing, MI 48933 BarronJ1@michigan.gov 517-249-0406

Justin Shaulis 2801 Southfield Road Lathrup Village, MI 48076 j.shaulis@kunzleigh.com 517-803-3217

5. Contract Administrators

If to State: If to Contractor:

Jarrod Barron 320 S Walnut Street Lansing, MI 48933 BarronJ1@michigan.gov 517-249-0406

Justin Shaulis 2801 Southfield Road Lathrup Village, MI 48076 j.shaulis@kunzleigh.com 517-803-3217

39. Schedules Schedule A – Statement of work.

Schedule B – Pricing

Schedule A - Statement of Work

The MSP FOIA application has already been developed and implemented for the MSP, therefore sections related to the implementation of an application in the statement of work are not related to the maintenance and support of the application. Updates for the clarity of the contract are detailed below.

11. Integration (MSP specific) o (add) MiCJIN – Login used for the internal application o (add) Content Manager – storage for all documents redacted in the system o (add) AWS S3 Storage – Storage for all video and audio o (modify) MSP FOIA doesn’t directly redirect to CEPAS, rather it redirects to Invoice

Payment Module which interacts with CEPAS.

Schedule B – Pricing

This section

1. Ongoing Support and Maintenance:

Contractor has included the annual cost for ongoing support and maintenance of the solution to meet Service Level Agreement.

Deliverable Activity Dates Cost Maintenance and Operations FY2024 for MSP FOIA 10/1/2023 – 9/30/2024 $40,000 Maintenance and Operations FY2025 for MSP FOIA 10/1/2024 – 9/30/2025 $45,000 Maintenance and Operations FY2026 for MSP FOIA 10/1/2025 – 9/30/2026 $50,000 Maintenance and Operations FY2027 for MSP FOIA 10/1/2026 – 9/30/2027 $55,000

TOTAL $190,000

**Additional years of Maintenance and Operations will be reviewed and discussed prior to FY28. The above price supports up to 2 production maintenance releases per year.

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

FOIA Freedom of Information Act Management System

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

August 30, 2022 August 30, 2027 5 - 12 Months August 30, 2027

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

28081 Southfield Rd.

Lathrup MI 48076

Justin Shaulis

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

CV0036059

KUNZ LEIGH & ASSOCIATES INC

C O

N

TR

A C

TO

R

Jarrod Barron

517-249-0406

Various Various

BarronJ1@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Change Notice Number 5

Contract Number MA220000001422 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

$591,500.00 $1,545,402.00 $2,136,902.00

DESCRIPTION

Effective 9/10/2024, the parties add $1,545,402.00 for the Treasury Disclosure Request System implementation services detailed in the attached statement of work. All other terms, conditions, specifications and pricing remain the same. Per Contract, agency, DTMB Central Procurement and State Administrative Board approval on 9/10/2024.

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

MDOS Doug Novak 517-241-1276 NovakD@michigan.gov

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

TREA David Mefford 517-636-5546 MeffordD@michigan.gov

Program Managers for

CHANGE NOTICE NO. 5 TO CONTRACT NO. MA220000001422

Page 1 | 38

Treasury Disclosure Request System Implementation

Statement of work

Prepared for:

Michigan Department of Treasury 430 W Allegan St, Lansing, MI 48933

Prepared by:

Kunz, Leigh & Associates 28081 Southfield Road

Lathrup Village, MI 48076-2816

V1.0

Page 2 | 38

Revision History Version Author Description Date

1 KL&A SOW Creation 5/10/2024

2 KL&A SOW Review and Updates 5/24/2024

3 KL&A SOW Review and Updates 5/27/2024

4 KL&A SOW Review and Updates 5/28/2024

5 KL&A SOW Review and Updates 5/31/2024

6 KL&A SOW Review and Updates – After Final Review 6/9/2024

7 KL&A SOW Updates – Date changes, Resource Changes 8/23/2024

Page 3 | 38

Table of Contents

1. Project Background

2. Project Approach

2.1. Sprint Zero

2.2. Requirements Validation

Requirements Validation & Elaboration Discovery JADs Functional JADS Technical JADs User Story Review and Approval Process

2.3. Design and Development

2.4. Testing

3. Scope of Work and Artifacts

Warranty Maintenance and Support (M&S) Tasks Artifacts

4. ACCEPTANCE CRITERIA

5. PROJECT CONTROL AND REPORTS

6. SPECIFIC DEPARTMENT STANDARDS

7. PROJECT PLAN and PAYMENT SCHEDULE

8. TIMELINE

9. EXPENSES

10. PROJECT CONTACTS

11. AGENCY RESPONSIBILITIES

12. LOCATION OF WHERE THE WORK IS TO BE PERFORMED

13. EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS

14. Requirements

15. New System Technical…