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 5 to

Contract Number MA220000001505

C O

N

TR

AC

TO

R

ALTARUM INSTITUTE

3520 Green Ct.

Ste 300

Ann Arbor MI 48105

Steven Follum

(202) 772-5054 steven.follum@altarum.org

CV0023268

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

Michigan Syndromic Surveillance System (MSSS)

INITIAL EFFECTIVE DATE

October 1, 2022

INITIAL EXPIRATION DATE

September 30, 2025

INITIAL AVAILABLE OPTIONS

2 - 1 Year

EXPIRATION DATE BEFORE

September 30, 2026

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

1 Year

EXTENSION LENGTH OF EXTENSION REVISED EXP. DATE

September 30, 2027

CURRENT VALUE

$3,466,870.42

VALUE OF CHANGE NOTICE

$292,569.65

ESTIMATED AGGREGATE CONTRACT VALUE

$3,759,440.07

DESCRIPTION

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

Effective 8/6/2026, the State exercises the final of two available option years and adds $292,569.65 for the FY27 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.

CHANGE NOTICE NO. 5 TO CONTRACT NO. MA220000001505

Program Managers for

Multi-Agency and Statewide Contracts

AGENCY NAME PHONE EMAIL

DTMB Soopriya Razdan 517-219-2766 RazdanS@michigan.gov

MDHHS Edward Hartwick 517-284-4947 HartwickE@michigan.gov

IT SOW CHANGE NOTICE

Required Intake Information

SOW Title: Exercise Option Year, Add FY27 M&O Funding, and Informatics Enhancement Work

Contractor Name: Altarum Institute

Contract Number: 220000001505

Contract Term: 09/01/2026 – 09/30/2027

Requesting Agency: MDHHS

Contact Phone Email

Agency Program Manager: Abigail Cheney 517-575-5201 CheneyA@michigan.gov

DTMB Program Manager: Soopriya Razdan 517-219-2766 RazdanS@michigan.gov

Contract Admin: Jarrod Barron 517-249-0406 BarronJ1@michigan.gov

Contractor Contact: Steven Follum 202-772-5054 Steven.Follum@altarum.org

1. Background.

The Michigan Syndromic Surveillance System (MSSS) receives and processes deidentified visit data submitted from healthcare providers and classifies them into symptom syndromes. These are reviewed by public health professionals to determine trends in symptoms as seen around the state and to help provide early detection of potential events and abnormalities. Altarum provides personnel to support, maintain and enhance the Syndromic Surveillance System used by the State.

2. SOW Objectives/Purpose.

Altarum supports Syndromic Surveillance System under contract 220000001505. Provided is an overview of the objectives and deliverables for the project estimates in support of Fiscal Year 2027 maintenance and operations, and minor enhancement work from 9/1/2026-9/30/2027.

3. Implementation Milestones, Deliverables, and Pricing.

3.1. a) FY27 Maintenance and Operations (10/01/2026 – 09/30/2027):

Milestone Milestone Deliverable(s) Milestone Cost

1.0

Provide enhancement support for Communicable Disease Division systems.

Contractor will provide support as needed, reviewing TEST and PROD environments and engage with DTMB to review security.

$17,154.90

6.0

Ensure continued system operation: database, web server, business rules, integration points, and other technical components.

Contractor will continue to maintain all technical components associated with MSSS functionality, access, and data arrival.

$17,154.90

13.0

Maintain data feed to BioSense and implement processing rules as requested.

Contractor will maintain the existing Michigan syndromic data feed to CDC BioSense and add or adjust processing rules as requested by MDHHS.

$22,283.83

3.1.a: FY27 Maintenance and Operations (10/01/2026 – 09/30/2027): $56,593.64

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

3.1. b) Minor Enhancements (09/01/2026 – 09/30/2027):

Milestone Milestone Deliverable(s) Milestone Cost

3.0

Technical Assistance, Testing and Validation of data providers.

The Contractor onboarding team will continue assisting data providers in understanding and meeting SOM Syndromic data specs and perform outreach when requested. Contractors will support existing submitters undergoing interface upgrades or product transitions so that replacement feeds can be implemented as seamlessly as possible. Contractor will work with submitters when data feeds are missing or delinquent and ensure data gaps are recovered to the extent possible.

$147,978.74

Milestone Milestone Deliverable(s) Milestone Cost

11.0

Provide feedback on the quality of the pre-production data submissions and work with MDHHS to approve for production.

Using MSSS data quality tools, the Contractor onboarding team will find and deliver data interface feedback with requested fixes to feeds needing approval. Contractor will work with our MDHHS contact to propose production-readiness reviews when feeds appear to meet specs.

$68,319.36

Non- Labor Non-Labor (Oracle hosting costs) $19,677.92

3.1.b: Minor Enhancements (09/01/2026 – 09/30/2027) $235,976.01

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

4. Total SOW Pricing.

Summary Table

Description Total

MSSS (Total from Table 5.1.a) $ 56,593.64

MSSS (Total from Table 5.1.b) $ 235,976.01

Total SOW Amount $ 292,569.65

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

CONTRACT CHANGE NOTICE

CONTRACT SUMMARY

Michigan Syndromic Surveillance System (MSSS)

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

October 1, 2022 September 30, 2025 2 - 1 Year September 30, 2025

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

3520 Green Ct.

Ste 300

Ann Arbor MI 48105

Steven Follum

(202) 772-5054 steven.follum@altarum.org

CV0023268

ALTARUM INSTITUTE

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 4

Contract Number MA220000001505 to

DESCRIPTION OF CHANGE NOTICE

OPTION EXTENSIONLENGTH OF OPTION LENGTH OF EXTENSION REVISED EXP. DATE

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

1 Year September 30, 2026

$3,040,975.90 $425,894.52 $3,466,870.42

DESCRIPTION

Effective 9/11/2025, the parties exercise an option year and add $425,894.52 for the FY26 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 9/11/2025.

AGENCY NAME PHONE EMAIL

MDHHS multiple @Michigan.gov

MDHHS Edward Hartwick 517-284-4947 HartwickE@michigan.gov

DTMB Soopriya Razdan 517-219-2766 RazdanS@michigan.gov

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 4 TO CONTRACT NO. MA220000001505

CHANGE NOTICE NO. 4 TO CONTRACT NO. MA220000001505

Michigan.gov/MiProcurement

Version 2021-1 1 of 5

STATEMENT OF WORK -

IT CHANGE NOTICE

Project Title:

Syndromic Surveillance System Exercising Option Year 1 and support for FY26 M&O.

Period of Coverage:

10/1/2025 – 9/30/2026

Requesting Department:

Michigan Department of Health and Human Services

Date:

8/19/2025

Agency Project Manager:

Abigail Cheney

Phone:

517-575-5201

DTMB Project Manager:

Soopriya Razdan

Phone:

517-219-2766

I. BACKGROUND:

The Michigan Syndromic Surveillance System (MSSS) receives and processes deidentified visit data submitted from healthcare providers and classifies them into symptom syndromes. These are reviewed by public health professionals to determine trends in symptoms as seen around the state and to help provide early detection of potential events and abnormalities. Altarum provides personnel to support, maintain and enhance the Syndromic Surveillance System used by the State.

II. PROJECT OBJECTIVE:

Altarum supports Syndromic Surveillance System under contract 220000001505.

Provided is an overview of the objectives and deliverables for the project estimates in support for Fiscal Year 2026.

III. SCOPE OF WORK:

The scope includes the following requirements based upon the Business Specification Worksheet Michigan Syndromic Surveillance System (MSSS)

Version 2021-1 2 of 5

Req No. Business Specification Contractor to explain how they will deliver the business Specification.

Explain the details of any configuration/customization

M&O or Forecasted Interoperability

Maintenance and Operations Work

1.0 Provide development

support for Communicable Disease Division systems.

Contractor will provide development support as needed. Our development environment mirrors the TEST and PROD environments at DTMB, and we engage monthly with DTMB to review security.

M&O

3.0 Technical Assistance, Testing and Validation of data providers

The Contractor onboarding team will continue assisting data providers in understanding and meeting SOM Syndromic data specs and perform outreach when requested. Contractor will support existing submitters undergoing interface upgrades or product transitions so that replacement feeds can be implemented as seamlessly as possible. Contractor will work with submitters when data feeds are missing or delinquent and ensure data gaps are recovered to the extent possible.

3.0

6.0 Ensure continued

system operation:

database, web server, business rules, integration points, and other technical components.

Contractor will continue to maintain all technical components associated with

MSSS

functionality, access, and data arrival.

M&O

7.0 Upgrade component to

support increased messaging traffic, performance, and security requirements

Contractor will work with MDHHS to identify and perform component upgrades to improve security, data throughput, and processing performance as requested. Contractor will continue to meet monthly with DTMB to review security scans an mitigate vulnerabilities.

M&O

Version 2021-1 3 of 5

Req No. Business Specification Contractor to explain how they will deliver the business Specification.

Explain the details of any configuration/customization

M&O or Forecasted Interoperability

Maintenance and Operations Work

8.0 Perform end-to-end

connectivity testing

Contractor will perform end-to-end connectivity testing and issue resolution.

M&O

9.0 Maintain and update

data quality tools

Contractor will maintain the data quality tool suite that enables the onboarding team and the SOM to assess data feeds and submitter performance. We will update the tools with desired functionality as requested by SOM.

M&O

11.0 Provide feedback on the

quality of the pre-production data submissions and work with MDHHS to approve for production

Using MSSS data quality tools, the Contractor onboarding team will find and deliver data interface feedback with requested fixes to feeds needing approval. Contractor will work with our MDHHS contact to propose production-readiness reviews when feeds appear to meet specs.

Forecasted Interoperability

IV. PROJECT CONTROL AND REPORTS:

A monthly project status report shall be submitted to the Agency and DTMB Project Managers throughout the life of this project. This report shall be submitted with the monthly 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.

V. PAYMENT SCHEDULE:

Version 2021-1 4 of 5

Maintenance & Operations Payments

Payment will be made on a fixed-price invoicing structure for FY2026, consistent with the Statement of Work. Twelve (12) equal monthly invoices shall be submitted to the State as outlined below.

• Category of work performed (maintenance and operations, support and/or enhancements

• A description of the work performed/accomplishments,

• The timeframe when the work was performed,

• The purchase order number,

• An invoice number,

• The invoice date,

• The amount to be paid,

• Any additional charges/reimbursable expenses with supporting documentation, and

• Cumulative funds expended.

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

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

Deliverable Cost

Syndromic Maintenance and Operations

1.0 Provide development support for Communicable

Disease Division systems.

$14,286.80

3.0 Technical Assistance, Testing and Validation of

data providers.

$186,166.56

6.0 Ensure continued system operation: database, web server, business rules, integration points, and other technical components.

$14,286.80

7.0 Upgrade component to support increased messaging

traffic, performance, and security requirements.

$14,286.80

8.0 Perform end-to-end connectivity testing. $14,286.80

9.0 Maintain and update data quality tools. $14,286.80

Version 2021-1 5 of 5

Deliverable Cost

11.0 Provide feedback on the quality of the pre-

production data submissions and work with MDHHS to approve for production.

$131,787.10

13.0 Maintain data feed to BioSense and implement

processing rules as requested.

$14,286.80

TOAL LABOR COST $403,674.46

TOTAL NON-LABOR COST (ODC Oracle Hosting and G&A for ODC)

$22,220.06

TOTAL COST FOR SYNDROMNIC SURVEILLANCE

SYSTEM FY26

$425,894.52

VI. PROJECT CONTACTS:

The designated Agency Project Manager is:

Abigail Cheney Michigan Department of Health and Human Services 333 S. Grand Ave Lansing, MI 48933 517-575-5201 cheneya@michigan.gov

The designated DTMB Project Manager is:

Soopriya Razdan Department of Technology Management and Budget (DTMB) Business Resource Manager - 17 235 S. Grand Ave Lansing, MI 48933 517-219-2766 razdans@michigan.gov mailto:cheneya@michigan.gov mailto:razdans@michigan.gov

STATE OF MICHIGAN

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 3 to

Contract Number 220000001505

@Michigan.gov multiple

Mecca Martin david.banks@altarum.org

David Banks

Ann Arbor, MI 48105

ALTARUM INSTITUTE

CV0023268

202-776-5111

3520 Green Ct. , Ste 300

(517) 230-5694 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

DTMB

martinm42@michigan.gov

$3,040,975.90

October 1, 2022 September 30, 2025

MICHIGAN SYNDROMIC SURVEILLANCE SYSTEM MAINTENANCE AND SUPPORT

September 30, 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

☐ ☐ September 30, 2025

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$0.00 $3,040,975.90

Effective 1/23/2024, the Period of Performance for CN #2 is updated:

From: 7/1/2023 – 12/31/2023 To: 7/1/2023 - 2/29/2024

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

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

DESCRIPTION

CONTRACT SUMMARY

MDHHS

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

Contract Number 220000001505

@Michigan.gov multiple

Mecca Martin david.banks@altarum.org

David Banks

Ann Arbor, MI 48105

ALTARUM INSTITUTE

CV0023268

202-776-5111

3520 Green Ct. , Ste 300

(517) 230-5694 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

DTMB

martinm42@michigan.gov

$2,737,987.90

October 1, 2022 September 30, 2025

MICHIGAN SYNDROMIC SURVEILLANCE SYSTEM MAINTENANCE AND SUPPORT

September 30, 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

☐ ☐ September 30, 2025

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$302,988.00 $3,040,975.90

Effective 7/28/2023, this Contract is increased by $302,988.58 for MDHHS use.

The following amendment is incorporated into this Contract per the attached Statement of Work for Michigan Syndromic Surveillance System updates.

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

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

DESCRIPTION

Version 2021-1 1 of 4

STATEMENT OF WORK -

IT CHANGE NOTICE

Project Title:

Michigan Syndromic Surveillance System (MSSS) Contract Modification for Syndromic Surveillance System Update

Period of Coverage:

7/1/2023 – 12/31/2023

Requesting Department:

Michigan Department of Health and Human Services

Date:

6/28/2023

Agency Project Manager:

Edward Hartwick

Phone:

517-284-4947

DTMB Project Manager:

Zikani Katundu

Phone:

517-281-5175

I. BACKGROUND:

The Michigan Syndromic Surveillance System (MSSS) Contract No. 220000001505 receives and processes deidentified visit data submitted from healthcare providers and classifies them into symptom syndromes. This data is reviewed by public health professionals to determine trends in symptoms as seen around the state and to help provide early detection of potential events and abnormalities.

Note: This SOW, together with the existing Contract, constitutes the Parties complete and exclusive statement regarding the work requirements and procedures. Apart from the amendments made in this SOW, all Contract terms and conditions must remain in full force and effect.

II. PROJECT OBJECTIVE:

This is part of Maintenance, Support and Operations of the project since it includes routine application updates, help desk and technical support, and maintain the security as set forth in the contract.

III. SCOPE OF WORK:

The Vendor will provide updates to the system without any disruption to the MSSS business operations.

Version 2021-1 2 of 4

IV. TASKS and DELIEVERABLES:

a. Expand Filter data elements. Deliverable: Filter creation that can search visits based on type of discharge and/or clinical impression text (in addition to existing Filter data elements already in MSSS).

• Add Discharge Disposition (PV1-36) and Clinical Impression (OBX-5) as new filterable data elements.

• Update database with these new Filter data elements.

• Map Discharge Disposition values to selectable drop-down list.

• Update GUI to include new drop-down list when Discharge Disposition is selected for filter.

• Update database to store filter selections with new data element selections.

b. Enable custom alerting. Deliverable: Ability to customize alerts based on user-defined criteria rather than only the existing syndrome alerts.

• Create a new miAlert resource type in database.

• Set up Epiplot tab defaults for miAlert resource type.

• Implement alert trigger algorithms and minimum visit counts.

• Set up existing Alerts on front tab and create a new tab for miAlerts.

• Enable subscribing, unsubscribing, and deleting of miAlerts on miAlert tab.

• Set up alert processing jobs.

c. Add new Description text field for resources. Deliverable: New field for optional user-entered description associated with each resource.

• Add new description field in Vue GUI

• Add Description field in database.

• Add description field to chart outputs and parameters description in large chart.

d. Federated login with PKCE requirement. Deliverable: Federated login access to MSSS TEST/QA and MSSSPROD that meets SOM requirements.

• Gather all new requirements and assess development options.

• Build authentication solution.

• Test and fix authentication solution as needed.

e. ATO audit updates.

V. ACCEPTANCE CRITERIA:

Deliverables will not be considered complete until both DTMB and MDHHS Project Managers have formally accepted them in writing.

VI. PROJECT CONTROL AND REPORTS:

Version 2021-1 3 of 4

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

1. 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.

VII. PRICING SCHEDULE:

Payment will be deliverable based. DTMB will pay the Vendor upon receipt of properly completed detailed invoices which shall be submitted to the billing address on the State issues purchase order not more often than monthly. All invoices should reflect actual work completed by payment date and must be approved by the Agency and DTMB Project Manager prior to payment. DTMB will coordinate obtaining approvals.

The invoices shall document to the State’s satisfaction.

• Project name

• Category of work performed (maintenance and operations, support and/or enhancements)

• The timeframe when the work was performed,

• The purchase order number,

• An invoice number,

• The invoice date, and

• The amount to be paid.

Payment shall be considered timely if made by the DTMB within 45 days after receipt of properly completed invoices.

Please note that the invoice shall be sent to dtmb-accounts-payable@michigan.gov mailto:dtmb-accounts-payable@michigan.gov

Version 2021-1 4 of 4

Task Task Names Cost

1 Expand Filter Data Elements $27,998.94 2 Enable MiAlert Custom Alerting $156,265.16 3 Add New Description Text Field for Resources $11,835.38 4 Federated login with PKCE requirement $77,494.20 5 ATO audit updates $29,394.90

$302,988.58

VIII. PROJECT CONTACTS:

The designated Agency Project Manager is:

Ed Hartwick Michigan Department of Health and Human Services 333 S. Grand Avenue Lansing, MI 48933 517-284-4947 HartwickE@michigan.gov

The designated DTMB Project Manager is:

Zikani Katundu Michigan Department of Technology, Management and Budget, Agency Services Grand Tower, 9th Floor 235 S. Grand Ave Lansing, MI 48933 517-281-5175 katunduz@michigan.gov

The designated DTMB Contract Administrator is:

Mecca Martin Department of Technology Management and Budget (DTMB) Central Procurement Services Elliot – Larsen Building 320S Walnut Lansing, MI 48820 517-230-5694 martinm42@michigan.gov mailto:HartwickE@michigan.gov mailto:katunduz@michigan.gov mailto:martinm42@michigan.gov

Department of Technology, Management, and Budget

320 S. WALNUT ST., LANSING, MICHIGAN 48933

P.O. BOX 30026 LANSING, MICHIGAN 48909

CONTRACT CHANGE NOTICE

Change Notice Number 1 to

220000001505Contract Number

@Michigan.gov multiple

Mecca Martin david.banks@altarum.org

David Banks

Ann Arbor, MI 48105

ALTARUM INSTITUTE

CV0023268

202-776-5111

3520 Green Ct. , Ste 300

(517) 230-5694 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

DTMB

martinm42@michigan.gov

$2,737,987.90

October 1, 2022 September 30, 2025

MICHIGAN SYNDROMIC SURVEILLANCE SYSTEM MAINTENANCE AND SUPPORT

September 30, 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

☐ ☐ September 30, 2025

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

Effective 2/2/2023, Please note the Contractor Program Manager changed to John Christensen.

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

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

DESCRIPTION

NOTICE OF CONTRACT

NOTICE OF CONTRACT NO. 171-220000001505 .

between

THE STATE OF MICHIGAN

and

C O

N

TR

A C

TO

R

Altarum Institute

ST

A

TE

Pr og an ag er

Various MDHHS

3520 Green Ct. Ste 300 Phone Number

Ann Arbor MI 48105 1566 Email Address

David Banks C on tra ct

Ad in is tra to r Mecca Martin DTMB

202-776-5111 517-230-5694 david.banks@altarum.org Martinm42@michigan.gov

CV0023268

DESCRIPTION: MDHHS - Michigan Syndromic Surveillance System Maintenance and Support

INITIAL EFFECTIVE

DATE

INITIAL EXPIRATION

DATE

INITIAL

AVAILABLE

OPTIONS

EXPIRATION DATE BEFORE

CHANGE(S) NOTED BELOW

10/1/2022 9/30/2025 (2) 1-Year 9/30/2025

PAYMENT TERMS DELIVERY TIMEFRAME

Net 45 N/A

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

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

MINIMUM DELIVERY REQUIREMENTS

N/A

MISCELLANEOUS INFORMATION

Effective Date 10/1/2022, this Contract originally issued by MDHHS contract E20211642-00, has been transferred to DTMB, per legislation Section 2020 PA 179, or MCL 18.1385. Per Contractor, Agency, DTMB Central Procurement and State Administrative Board approval on 9/29/2022.

ESTIMATED CONTRACT VALUE AT TIME OF

EXECUTION $2,737,987.90

Department of Technology, Management, and Budget Elliott-Larsen Building 320 S. Walnut Street, Lansing MI 48933

FOR THE CONTRACTOR:

Company Name

Authorized Agent Signature

Authorized Agent (Print or Type)

Date

FOR THE STATE:

Signature

Name & Title

Agency

Date

Program Managers for

Multi-Agency and Statewide Contracts

AGENCY NAM

E

PHO

NE

EMAI

L

DTMB Soopriya Razdan 517-219-2766 RazdanS@michigan.gov MDHHS Edward Hartwick 517-284-4947 HartwickE@michigan.gov

IT PROFESSIONAL SERVICES

CONTRACT TERMS

This IT Professional Services Contract (the “Contract”) is agreed to between the State of Michigan (the “State”) and (“Contractor”), a corporation. This Contract is effective on October 1, 2022, and unless terminated, expires on September 30, 2025.

This Contract may be renewed for up to three (2) additional one (1) year periods.

Renewal must be by written notice from the State and will automatically extend the Term of this Contract.

The parties agree as follows:

1. Definitions. For the purposes of this Contract, the following terms have the following meanings:

“Business Day” means a day other than a Saturday, Sunday, or other day on which the State is authorized or required by Law to be closed for business.

“Confidential Information” has the meaning set forth in Section 21.

“Contract” has the meaning set forth in the preamble.

“Contract Administrator” is the individual appointed by each party to (a) administer the terms of this Contract, and (b) approve any Change Notices under this Contract. Each party’s Contract Administrator will be identified in Section 5.

“Contract Change Notice” has the meaning set forth in Section 37

“Contractor” has the meaning set forth in the preamble.

“Contractor Personnel” means all employees of Contractor, or any Subcontractors involved in the performance of Services and creation of Work Product under this Contract.

“Effective Date” has the meaning set forth in the preamble.

“Financial Audit Period” has the meaning set forth in Section 24.

“Key Personnel” means any Contractor Personnel identified as key personnel in this Contract or the Statement of Work.

“PAT” means a document or product accessibility template, including any Information Technology Industry Council Voluntary Product Accessibility Template or VPAT®, that specifies how information and software products, such as websites, applications, software, and associated content, conform to WCAG 2.0 Level AA.

“Services” means any of the services Contractor, or any Subcontractor, is required to or otherwise does provide under this Contract, the Statement of Work, or the Service Level Agreement.

“Service Level Agreement” means the service level agreement setting forth Contractor’s support obligations for the Software, attached as Schedule D to this Contract.

“Software” means, collectively, the State’s software applications and systems set forth in an appendix to the Statement of Work.

“State” has the meaning set forth in the preamble.

“State Data” has the meaning set forth in Section 10.a.

“State Review Period” has the meaning set forth in Section 11.

“Statement of Work” has the meaning set forth in Section 2.

“Stop Work Order” has the meaning set forth in Section 13.

“Subcontractor” has the meaning set forth in Section 3.f.

“Transition Responsibilities” has the meaning set forth in Section 16.

“Unauthorized Removal” has the meaning set forth in Section 3.e.ii.

“Unauthorized Removal Credit” has the meaning set forth in Section 3.e.iii.

“WCAG 2.0 Level AA” means level AA of the World Wide Web Consortium Web Content Accessibility Guidelines version 2.0.

“Work Product” means all State-specific deliverables that Contractor is required to, or otherwise does, provide to the State under this Contract including but not limited to customizations, application programming interfaces, computer scripts, macros, user interfaces, reports, project management documents, forms, templates, and other State-specific documents and related materials developed in connection with this Contract whether or not embodied in this Contract.

2. Statement of Work. Contractor shall provide the Services and Work Product pursuant to the Statement of Work, attached as Schedule A to this Contract (the “Statement of Work”). The terms and conditions of this Contract will apply at all times to the Statement of Work. The State shall have the right to terminate the Statement of Work, in whole or in part, as set forth in Sections 14 and 15 of this Contract.

3. Performance of Services.

a. Performance Warranty. Contractor represents and warrants that its Services hereunder shall be performed by competent personnel and shall be of professional quality consistent with generally accepted industry standards for the performance of such services and shall comply in all respects with the requirements of this Contract and the specifications set forth in the Statement of Work and the Service Level Agreement. For any breach of this warranty, the State may, at its option, either terminate the Statement of Work immediately pursuant to the termination provision herein or require Contractor to provide replacement personnel satisfactory to the State within thirty (30) calendar days of Contractor’s receipt of notification from the State.

Whether or not the departing Contractor Personnel are to continue working while Contractor attempts to find replacement personnel is at the sole discretion of the State. If Contractor is notified within the first eight (8) hours of assignment that the person is unsatisfactory, Contractor will not charge the State for those hours; otherwise, the State shall pay for all actual hours worked prior to the State’s notification of a replacement request to Contractor.

b. Software Support. Contractor shall provide support Services for the Software pursuant to the Service Level Agreement attached as Schedule D to this Contract.

c. Accessibility Requirements.

i. All Software and Work Product created or provided by Contractor under this Contract, including associated content and documentation, must conform to WCAG 2.0 Level AA. Contractor must provide a completed PAT for each such deliverable provided under the Contract. All "Not Applicable" or “N/A” responses to the specifications, if any, must be fully explained. A description of the evaluation methods used to support WCAG 2.0 Level AA conformance claims, including, if applicable, any third-party testing, must be provided.. Throughout the Term of the Contract, at no additional costs to the State, Contractor must:

1. promptly respond to and resolve, in a manner acceptable to the State, any complaint the State receives regarding the accessibility of any Software or Work Product;

2. upon the State’s written request, provide Software or Work Products in one or more alternative formats and within timeframes specified by the State; and

3. participate in the State of Michigan Digital Standards Review described below.

ii. State of Michigan Digital Standards Review. Prior to Software or Work Products being accepted, put into production, or as otherwise required by the State, the State may conduct a Digital Standards Review to assess their accessibility and compliance with WCAG 2.0 Level AA.

Contractor must assist the State with each such review, including submitting documentation or other information regarding accessibility and compliance with WCAG 2.0 Level AA. Contractor must, at its sole cost and expense, remediate all issues resulting from such review in a manner and timeframe accepted in writing by the State, which may include providing a remediation status report and updated PAT to the State and a re-assessment of accessibility.

iii. Failure to comply with the requirements in this Section 3 shall constitute a material breach of this Contract.

d. Contractor Personnel

i. Contractor is solely responsible for all Contractor Personnel and for the payment of their compensation, including, if applicable, withholding of income taxes, and the payment and withholding of social security and other payroll taxes, unemployment insurance, workers’ compensation insurance payments and disability benefits.

ii. Prior to any Contractor Personnel performing any Services, Contractor will:

1. ensure that such Contractor Personnel have the legal right to work in the United States;

2. upon request, require such Contractor Personnel to execute written agreements, in form and substance acceptable to the State, that bind such Contractor Personnel to confidentiality provisions that are at least as protective of the State’s information (including all Confidential Information) as those contained in this Contract; and

iii. upon request, or as otherwise specified in a Statement of Work, perform background checks on all Contractor Personnel prior to their assignment. The scope is at the discretion of the State and documentation must be provided as requested. Contractor is responsible for all costs associated with the requested background checks. The State, in its sole discretion, may also perform background checks on Contractor Personnel. Pursuant to Michigan law, all agencies subject to IRS Pub. 1075 are required to ask the Michigan State Police to perform fingerprint background checks on all employees, including Contractor and subcontractor employees, who may have access to any database of information maintained by the federal government that contains confidential or personal information, including, but not limited to, federal tax information. Further, pursuant to Michigan law, any agency described above is prohibited from providing Contractors or subcontractors with the result of such background check. For more information, please see Michigan Public Act 427 of 2018.

iv. Contractor and all Contractor Personnel will comply with all rules, regulations, and policies of the State that are communicated to Contractor in writing, including security procedures concerning systems and data and remote access, building security procedures, including the restriction of access by the State to certain areas of its premises or systems, and general health and safety practices and procedures.

v. The State reserves the right to require the removal of any Contractor Personnel found, in the judgment of the State, to be unacceptable. The State’s request must be written with reasonable detail outlining the reasons for the removal request. Replacement personnel for the removed person must be fully qualified for the position. If the State exercises this right, and Contractor cannot immediately replace the removed personnel, the State agrees to negotiate an equitable adjustment in schedule or other terms that may be affected by the State’s required removal.

e. Contractor’s Key Personnel

i. The State has the right to recommend and approve in writing the initial assignment, as well as any proposed reassignment or replacement, of any Key Personnel. Before assigning an individual to any Key Personnel position, Contractor will notify the State of the proposed assignment, introduce the individual to the State’s Project Manager, and provide the State with a resume and any other information about the individual reasonably requested by the State. The State reserves the right to interview the individual before granting written approval. In the event the State finds a proposed individual unacceptable, the State will provide a written explanation including reasonable detail outlining the reasons for the rejection.

ii. Contractor will not remove any Key Personnel from their assigned roles on this Contract without the prior written consent of the State. The Contractor’s removal of Key Personnel without the prior written consent of the State is an unauthorized removal (“Unauthorized Removal”). An Unauthorized Removal does not include replacing Key Personnel for reasons beyond the reasonable control of Contractor, including illness, disability, leave of absence, personal emergency circumstances, resignation, or for cause termination of the Key Personnel’s employment. Any Unauthorized Removal may be considered by the State to be a material breach of this Contract, in respect of which the State may elect to terminate this Contract for cause under Section 14.

iii. It is further acknowledged that an Unauthorized Removal will interfere with the timely and proper completion of this Contract, to the loss and damage of the State, and that it would be impracticable and extremely difficult to fix the actual damage sustained by the State as a result of any Unauthorized Removal. Therefore, Contractor and the State agree that in the case of any Unauthorized Removal in respect of which the State does not elect to exercise its rights under Section 14, Contractor will issue to the State the corresponding credits set forth below (each, an “Unauthorized Removal Credit”):

1. For the Unauthorized Removal of any Key Personnel designated in the Statement of Work, the credit amount will be $25,000.00 per individual if Contractor identifies a replacement approved by the State and assigns the replacement to shadow the Key Personnel who is leaving for a period of at least 30 calendar days before the Key Personnel’s removal.

2. If Contractor fails to assign a replacement to shadow the removed Key Personnel for at least 30 calendar days, in addition to the $25,000.00 credit specified above, Contractor will credit the State $833.33 per calendar day for each day of the 30 calendar-day shadow period that the replacement Key Personnel does not shadow the removed Key Personnel, up to $25,000 maximum per individual. The total Unauthorized Removal Credits that may be assessed per Unauthorized Removal and failure to provide 30 calendar days of shadowing will not exceed $50,000.00 per individual.

iv. Contractor acknowledges and agrees that each of the Unauthorized Removal Credits assessed under Subsection iii above: (i) is a reasonable estimate of and compensation for the anticipated or actual harm to the State that may arise from the Unauthorized Removal, which would be impossible or very difficult to accurately estimate; and (ii) may, at the State’s option, be credited or set off against any Fees or other charges payable to Contractor under this Contract.

f. Subcontractors. Contractor will not, without the prior written approval of the State, which consent may be given or withheld in the State’s sole discretion, engage any third party to perform Services (including to create any Work Product). The State’s approval of any such third party (each approved third party, a “Subcontractor”) does not relieve Contractor of its representations, warranties or obligations under this Contract. Without limiting the foregoing, Contractor will:

i. be responsible and liable for the acts and omissions of each such Subcontractor (including such Subcontractor's employees who, to the extent providing Services or creating Work Product, shall be deemed Contractor Personnel) to the same extent as if such acts or omissions were by Contractor or its employees;

ii. name the State a third party beneficiary under Contractor’s contract with each Subcontractor with respect to the Services and Work Product;

iii. be responsible for all fees and expenses payable to, by or on behalf of each Subcontractor in connection with this Contract, including, if applicable, withholding of income taxes, and the payment and withholding of social security and other payroll taxes, unemployment insurance, workers' compensation insurance payments and disability benefits;

and

iv. prior to the provision of Services or creation of Work Product by any Subcontractor, if requested by the State:

1. obtain from such Subcontractor confidentiality, work-for-hire and intellectual property rights assignment agreements, in form and substance acceptable by the State, giving the State rights consistent with those set forth in Section 8 and, upon request, provide the State with a fully-executed copy of each such contract; and

2. with respect to all Subcontractor employees providing Services or Work Product, comply with its obligations under subsection d above.

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

If to State: If to Contractor:

Mecca Martin 525 W. Allegan Street Lansing, MI 48913 MartinM42@michigan.gov 517-230-5694

David Banks 3520 Green Court, Suite 300 Ann Arbor, MI 48105 David.Banks@altarum.org 202-776-5111

5. Contract Administrators. The Contract Administrator for each party is the only person authorized to modify any terms and conditions of this Contract and are identified below:

State: Contractor:

Mecca Martin 525 W. Allegan Street Lansing, MI 48913 MartinM42@michigan.gov 517-230-5694

David Banks 3520 Green Court, Suite 300 Ann Arbor, MI 48105 David.Banks@altarum.org

6. Insurance. Contractor must maintain the minimum insurances identified in the Insurance Schedule attached as Schedule C.

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

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

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

8. Intellectual Property Rights.

a. The State is and will be the sole and exclusive owner of all right, title, and interest in and to all Work Product developed exclusively for the State under this Contract, including all Intellectual Property Rights.

In furtherance of the foregoing:

i. Contractor will create all Work Product as work made for hire as defined in Section 101 of the Copyright Act of 1976; and

ii. to the extent any Work Product, or Intellectual Property Rights do not qualify as, or otherwise fails to be, work made for hire, Contractor hereby:

1. assigns, transfers, and otherwise conveys to the State, irrevocably and in perpetuity, throughout the universe, all right, title, and interest in and to such Work Product, including all Intellectual Property Rights; and

2. irrevocably waives any and all claims Contractor may now or hereafter have in any jurisdiction to so-called “moral rights” or rights of droit moral with respect to the Work Product.

b. Each party retains the right to retain and use its skill, knowledge, experience, and know-how, including ideas, concepts, processes, methods, and techniques, whether developed prior to, independently of, or in the course of performing the services under this Contract.

9. Assignment. Contractor may not assign this Contract to any other party without the prior written approval of the State. Upon notice to Contractor, the State, in its sole discretion, may assign in whole or in part, its rights or responsibilities under this Contract to any other party.

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

Contractor’s assets; (c) a change in a majority of Contractor’s board members;

(d) consummation of a merger or consolidation of Contractor with any other entity; (e) a change in ownership through a transaction or series of transactions;

(f) or the board (or the stockholders) approves a plan of complete liquidation.

A change of control does not include any consolidation or merger effected exclusively to change the domicile of Contractor, or any transaction or series of transactions principally for bona fide equity financing purposes.

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

11. Acceptance. Unless otherwise provided in the Statement of Work, this Section shall control acceptance of all Services and Work Product, including deliverables. Services and Work Product, including deliverables are subject to inspection and testing by the State within 30 calendar days of the State’s receipt of them (“State Review Period”). If the Services and Work Product, including deliverables are not fully accepted by the State, the State will notify Contractor by the end of the State Review Period that either: (a) the Services or Work Product, including deliverables are accepted, but noted deficiencies must be corrected; or (b) the Services or Work Product are rejected. If the State finds material deficiencies, it may: (i) reject the Services or Work Product, including deliverables without performing any further inspections; (ii) demand performance at no additional cost; or (iii) terminate a Statement of Work in accordance with Section 14, Termination for Cause.

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

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

12. Terms of Payment. Invoices must conform to the requirements set forth in a Statement of Work. All undisputed amounts are payable within 45 days of the State’s receipt. Contractor may only charge for Services and Work Product performed as specified in the Statement of Work. Invoices must include an itemized statement of all charges. The State is exempt from State sales tax for direct purchases and may be exempt from federal excise tax, if Services and Work Product purchased under this Contract are for the State’s exclusive use.

Notwithstanding the foregoing, all prices are exclusive of taxes, and Contractor is responsible for all sales, use and excise taxes, and any other similar taxes, duties and charges of any kind imposed by any federal, state, or local governmental entity on any amounts payable by the State under this Contract.

The State has the right to withhold payment of any disputed amounts until the parties agree as to the validity of the disputed amount. The State will notify Contractor of any dispute within a reasonable time. Payment by the State will not constitute a waiver of any rights as to Contractor’s continuing obligations, including claims for deficiencies or substandard Services or Work Product.

Contractor’s acceptance of final payment by the State constitutes a waiver of all claims by Contractor against the State for payment under this Contract, other than those claims previously filed in writing on a timely basis and still disputed.

The State will only disburse payments under this Contract through Electronic Funds Transfer (EFT). Contractor must register with the State at http://www.michigan.gov/SIGMAVSS to receive electronic fund transfer payments. If Contractor does not register, the State is not liable for failure to provide payment.

Without prejudice to any other right or remedy it may…