STATE OF MICHIGAN PROCUREMENT

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

CONTRACT CHANGE NOTICE

Change Notice Number 6 to

Contract Number MA250000000174

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BlueVector AI, LLC.

1616 Federal Blvd

Denver CO 80204

Jeremy Johnson

720-277-1925 jeremy.johnson@bluevector.ai

VS0184735

ST

AT

E

Pr og ra m

M an ag er

Various DTMB

C on tr ac t Ad m in is tr at or Kristine Mills DTMB

517-242-6402 millsk11@michigan.gov

CONTRACT SUMMARY

Chat Bot AI Services

INITIAL EFFECTIVE DATE

December 4, 2024

INITIAL EXPIRATION DATE

December 3, 2027

INITIAL AVAILABLE OPTIONS

7 - 1 Year

EXPIRATION DATE BEFORE

December 3, 2027

PAYMENT TERMS

Net 45

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

$5,975,598.25

VALUE OF CHANGE NOTICE

$169,680.00

ESTIMATED AGGREGATE CONTRACT VALUE

$6,145,278.25

DESCRIPTION

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

Effective 5/12/2026, the parties agree to extend the Contractor's Content and Technical Advisory Services for 7 months from June 1, 2026 to December 31, 2026, as outlined in the attached Statement of Work. An additional $169,680 is being added to support the delivery of these services.

All other terms, conditions, specifications, and pricing remain the same. Per contractor and agency agreement, DTMB Central Procurement Services approval, and State Administrative Board approval on 5/12/2026.

CHANGE NOTICE NO. 6 TO CONTRACT NO. MA250000000174

Program Managers for

Multi-Agency and Statewide Contracts

AGENCY NAME PHONE EMAIL

DTMB Dane Spencer 517-898-3621 SpencerD3@michigan.gov

DTMB Suzanne Pauley 517-242-8745 PauleyS@michigan.gov

DTMB Nathan Ebig 517-272-1917 EbigN@michigan.gov

Michigan.gov/MiProcurement

Version 2021-1 1 of 3

STATEMENT OF WORK -

IT CHANGE NOTICE

Project Title:

DTMB, Chatbot – Content and Technical Advisory Services

Period of Coverage:

6/1/2026 – 12/31/2026

Requesting Department:

DTMB

Date:

04/07/2026

Agency Project Manager:

Suzanne Pauley

Phone:

517-242-8745

DTMB Project Manager:

Sharmila Patke

Phone:

517-335-3581

Brief description of services to be provided:

BACKGROUND:

This Change Notice ("Change Order") will be incorporated into the Statement of Work associated with Contract Number 171-250000000174, dated December 4,2024, and will be governed by the IT Professional Services Contract Terms (“Contract Terms”) between the parties dated December 4, 2024. This Change Order describes additional Tasks and/or Deliverables to be provided to the State, for additional fees, as authorized by the State by signing this Change Order. All capitalized terms used in this Change Order and not defined herein will have the meanings given to those terms in the Schedule A – Statement of Work and the Contract Terms.

PROJECT OBJECTIVE:

The State is requesting Contractor to support the State in chatbot content preparation and technical advisory services for 7 months from June 1, 2026 to December 31, 2026.

Contractor will provide the Services to the State as further defined below.

CONTRACTOR SERVICES:

The Services provided are included but not limited to content support and technical advisory support as outlined below. This resource provides technical advisory support for the Mi.gov chatbot project as well as other current or future initiatives requiring similar expertise. Contractor will allocate Rachel Whitehorn to provide these services during this Change Order period.

Services Description Duration

Technical Advisory Services (50% allocation)

• Training

• Knowledge transfer session(s)

• Documentation

• Solution consultation and advisory support on technical implementations

7 months

Version 2021-1 2 of 3 of chatbots to assist the SOM in skillset growth.

Content Services (50% allocation)

• Support agency teams with direction on content clean-up, answering questions and proposing solutions to provide more consistent and accurate chatbot responses.

7 months

Contact Information:

a) Rachel Whitehorn Technical and Content Advisor 662-816-9034 rw@cdisglobal.com

b) Lauren Brown Project Manager 303-885-2524 Lauren.brown@bluevector.ai

KEY ASSUMPTIONS:

• Contractor Services will be provided during the following hours: Monday - Friday from 8:00 AM – 5:00 PM Eastern Time, excluding Contractor holidays and weekends (the “Services Hours”).

PAYMENT SCHEDULE:

Phase Associated Milestone Deliverable(s) or Activities

Estimated Hours

Amount No.

Months

Total

Content and Technical Advisory Services

Monthly Recurring Payment beginning June 1, 2026, through December 31, 2026

40 hours a week

$24,240 7 $169,680

TOTAL $169,680

Payment will be made on a monthly recurring basis as outlined in the Payment Schedule above.

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 monthly retainer amount approved by the Agency and DTMB Project Manager prior to payment.

mailto:rw@cdisglobal.com mailto:Lauren.brown@bluevector.ai

Version 2021-1 3 of 3

Payment shall be considered timely if made by State 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:

Suzanne Pauley eMichigan Romney Bldg. 9th Floor SE 111 S. Capitol Ave.

Lansing, MI 48933 Mobile: 517-242-8745 PauleyS@michigan.gov

The designated DTMB Project Manager is:

Sharmila Patke DTMB CSS/ePMO Romney Building 10th Floor 111 S. Capitol Ave.

Lansing, MI 48933 517-335-3581 PatkeS@michigan.gov

This Statement of Work is hereby made part of and incorporated by reference into that certain Contract Number MA250000000174 executed by and between Contractor and the State, the terms of which remain unchanged except as may be expressly provided herein.

mailto:PauleyS@michigan.gov mailto:PatkeS@michigan.gov

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 MA250000000174

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BlueVector AI, LLC.

1616 Federal Blvd

Denver CO 80204

Jeremy Johnson

720-277-1925 jeremy.johnson@bluevector.ai

VS0184735

ST

A

TE

Pr og ra m

M an ag er

Various DTMB

C on tr ac t A dm in is tr at or Kristine Mills DTMB

517-242-6402 millsk11@michigan.gov

CONTRACT SUMMARY

Chat Bot AI Services

INITIAL EFFECTIVE DATE

December 4, 2024

INITIAL EXPIRATION DATE

December 3, 2027

INITIAL AVAILABLE OPTIONS

7 - 1 Year

EXPIRATION DATE

BEFORE

December 3, 2027

PAYMENT TERMS

Net 45

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

$5,975,598.25

VALUE OF CHANGE NOTICE

$0.00

ESTIMATED AGGREGATE CONTRACT VALUE

$5,975,598.25

DESCRIPTION

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

Effective 2/27/2026, the parties agree to refine Schedule B, Payment Schedule Table in the Michigan.gov Project plan. Additional funding is not required for these changes; existing contract funds are sufficient.

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

CHANGE NOTICE NO. 5 TO CONTRACT NO. MA250000000174

Program Managers for

Multi-Agency and Statewide Contracts

AGENCY NAME PHONE EMAIL

DTMB Dane Spencer 517-898-3621 SpencerD3@michigan.gov

DTMB Suzanne Pauley 517-242-8745 PauleyS@michigan.gov

DTMB Nathan Ebig 517-272-1917 EbigN@michigan.gov

Version 2021-1 1 of 4

STATEMENT OF WORK -

IT CHANGE NOTICE

Project Title:

DTMB, Chatbot

Period of Coverage:

12/4/2024 – 12/3/2027

Requesting Department:

DTMB

Date:

01/08/2026

Agency Project Manager:

Suzanne Pauley

Phone:

517-242-8745

DTMB Project Manager:

Sharmila Patke

Phone:

517-335-3581

Brief description of services to be provided:

BACKGROUND:

This Change Notice ("Change Order") will be incorporated into the Statement of Work associated with Contract Number 171-250000000174, dated December 4, 2024, and will be governed by the IT Professional Services Contract Terms (“Contract Terms”) between the parties dated December 4, 2024. This Change Order describes an updated Schedule B - Pricing table to be provided to the State, for no additional fees, as authorized by the State by signing this Change Order. All capitalized terms used in this Change Order and not defined herein will have the meanings given to those terms in the Schedule A – Statement of Work and the Contract Terms.

PROJECT OBJECTIVE:

The objective of the Michigan.gov project is to leverage Michigan.gov content to implement a seamless and unified chatbot across all Michigan.gov websites. The chatbot technology must be able to be applied to all State websites with minimal customization of the web content management system (Sitecore), require minimal curation to produce accurate results to end user queries, must be multi-lingual and ADA complaint (WCAG 2.1AA).

DESCRIPTION OF CHANGE:

To support the approved Michigan.gov WBS, the State is requesting a reallocation of approved contract funds across an updated milestone payment table as represented in Schedule B - Pricing.

Contractor will provide the Services to the State as further defined below.

Payment Schedule Table:

Michigan.gov Project

Milestone Event Associated Milestone Deliverable(s) or

Activities Amount

Version 2021-1 2 of 4

Wave 0 Onboarding & Project Planning $42,000.00

Wave 0 Reqs and Design $84,000.00

Wave 0 Evn Build $22,000.00

Wave 0 Execution $104,000.00

Wave 0 UAT $84,000.00

Wave 0 Finish Wave 0 Bugs $0.00

Wave 0 Close Wave 0 Features and Epics $0.00

Wave 0 Complete Wave 0 Reporting $84,000.00

Wave 1 Project planning $22,780.00

Wave 1 Finish Translation $0.00

Wave 1 Initiate Wave 1 Infrastructure $0.00

Wave 1 Develop Golden Test Set $0.00

Wave 1 Complete 'Clarifying Questions' / Chatbot

2.1.0 Enhancements / Stabilize Wave 1

Chatbots

$0.00

Wave 1 Support LARA's move from Wave 2 to Wave 1 $0.00

Wave 1.A Discovery Wave 1.A $0.00

Wave 1.A Train Wave 1.A $17,505.19

Wave 1.A Design Requirements Wave 1.A $9,155.73

Wave 1.A Build Wave 1.A $43,947.48

Wave 1.A UAT & Validate Wave 1.A, Remediate Wave 1.A Issues

$54,934.35

Wave 1.A Reporting Wave 1.A $14,649.16

Wave 1.B/Wave 1.C (Combined) Discovery Wave 1.B/1.C $0.00

Wave 1.B/Wave 1.C (Combined) Train Wave 1.B/1.C $9,155.73

Version 2021-1 3 of 4

Wave 1.B/Wave 1.C (Combined) Design Requirements Wave 1.B/1.C $9,155.73

Wave 1.B/Wave 1.C (Combined) Build Wave 1.B/1.C $43,947.48

Wave 1.B/Wave 1.C (Combined) UAT & Validate Wave 1.B/1.C, Remediate Wave 1.B/1.C Issues

$54,934.35

Wave 1.B/Wave 1.C (Combined) Reporting Wave 1.B/1.C $12,818.02

Wave 1.B/Wave 1.C (Combined) Wave 1 Deployment $73,245.80

Wave 2 Initiate Wave 2 Engagement $0.00

Wave 2 Initiate Wave 2 Infrastructure $0.00

Wave 2.A Train Wave 2.A $20,280.20

Wave 2.A Design Requirements Wave 2.A $10,140.10

Wave 2.A Build Wave 2.A $56,784.56

Wave 2.A UAT & Validate Wave 2.A, Remediate Wave 2.A Issues

$58,812.58

Wave 2.A Reporting Wave 2.A $16,224.16

Wave 2.B Discovery Wave 2.B $0.00

Wave 2.B Train Wave 2.B $20,280.20

Wave 2.B Design Requirements Wave 2.B $10,140.10

Wave 2.B Build Wave 2.B $56,784.56

Wave 2.B UAT & Validate Wave 2.B, Remediate Wave 2.B Issues

$58,812.58

Wave 2.B Reporting Wave 2.B $16,224.16

Wave 2.B Wave 2 Deployment $81,120.80

No Wrong Door (NWD) Implementation

Discovery NWD $0

No Wrong Door (NWD) Implementation

Design Requirements NWD

Version 2021-1 4 of 4

$34,170.30

No Wrong Door (NWD) Implementation

Build NWD

$56,950.50

No Wrong Door (NWD) Implementation

UAT & Validate NWD, Remediate NWD $68,340.60

No Wrong Door (NWD) Implementation

Deploy NWD

$68,340.60

Contract Hold-Back Hold Back to be invoiced within 30 days of Acceptance

$100,000

Total $1,519,635.00

The timeline associated with this Payment Schedule Table is outlined in Section 23, Project Management, of Schedule A – Statement of Work in Contract No.171-250000000174.

PROJECT CONTACTS:

The designated Agency Project Manager is:

Suzanne Pauley eMichigan Romney Bldg. 9th Floor SE 111 S. Capitol Ave.

Lansing, MI 48933

Romney Building 10th Floor 111 S. Capitol Ave.

Lansing, MI 48933

This purchase order is a release from Contract Number 171-250000000174. This purchase order, statement of work, and the terms and conditions of Contract Number 171- 250000000174 constitute the entire agreement between the State and the Contractor.

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

STATE OF MICHIGAN PROCUREMENT

Department Technology, Management and Budget Central Procurement Services

CONTRACT CHANGE NOTICE

CONTRACT SUMMARY

Chat Bot AI Services

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

December 4, 2024 December 3, 2027 7 - 1 Year December 3, 2027

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

1616 Federal Blvd

Denver CO 80204

Jeremy Johnson

720-277-1925 jeremy.johnson@bluevector.ai

VS0184735

BlueVector AI, LLC.

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Kristine Mills

517-242-6402

DTMB

Various DTMB millsk11@michigan.gov

C on tr ac t A dm in is tr at or

Pr og ra m

M an ag er

ST

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Net 45

Change Notice Number 4

Contract Number MA250000000174 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

$5,854,398.25 $121,200.00 $5,975,598.25

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

Effective 12/29/2025, the parties hereby agree to amend the Contract to include the Contractor’s Content and Technical Advisory Services, as outlined in the attached Statement of Work. An additional $121,200 is being added to support the delivery of these services.

Please note the Contractor Program Manager has been updated to Lauren Brown.

agreement, and DTMB Central Procurement Services approval.

AGENCY NAME PHONE EMAIL

DTMB Dane Spencer 517-898-3621 SpencerD3@michigan.gov

DTMB Suzanne Pauley 517-242-8745 PauleyS@michigan.gov

DTMB Nathan Ebig 517-272-1917 EbigN@michigan.gov

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 4 TO CONTRACT NO. MA250000000174

Version 2021-1 1 of 3

STATEMENT OF WORK -

IT CHANGE NOTICE

Project Title:

DTMB, Chatbot – Content and Technical Advisory Services

Period of Coverage:

1/1/2026 – 05/31/2026

Requesting Department:

DTMB

Date:

11/26/2025

Agency Project Manager:

Suzanne Pauley

Phone:

517-242-8745

DTMB Project Manager:

Sharmila Patke

Phone:

517-335-3581

BACKGROUND:

This Change Notice ("Change Order") will be incorporated into the Statement of Work associated with Contract Number 171-250000000174, dated December 4,2024, and will be governed by the IT Professional Services Contract Terms (“Contract Terms”) between the parties dated December 4, 2024. This Change Order describes additional Tasks and/or Deliverables to be provided to the State, for additional fees, as authorized by the State by signing this Change Order. All capitalized terms used in this Change Order and not defined herein will have the meanings given to those terms in the Schedule A – Statement of Work and the Contract Terms.

PROJECT OBJECTIVE:

The State is requesting Contractor to support the State in chatbot content preparation and technical advisory services for 5 months from January 1, 2026 to May 31, 2026. Additionally, with this change notice, the named project manager for this project is updated to Lauren Brown.

Contractor will provide the Services to the State as further defined below.

CONTRACTOR SERVICES:

The Services provided are included but not limited to content support and technical advisory support as outlined below. This resource provides technical advisory support for the Mi.gov chatbot project as well as other current or future initiatives requiring similar expertise. Contractor will allocate Rachel Whitehorn to provide these services during this Change Order period.

Services Description Duration

Technical Advisory Services (50% allocation)

• Training

• Knowledge transfer session(s)

• Documentation

• Solution consultation and advisory support on technical implementations of chatbots to assist the SOM in skillset growth.

5 months

Version 2021-1 2 of 3

Content Services (50% allocation)

• Support agency teams with direction on content clean-up, answering questions and proposing solutions to provide more consistent and accurate chatbot responses.

5 months

Contact Information:

a) Rachel Whitehorn Technical and Content Advisor 662-816-9034 rw@cdisglobal.com

b) Lauren Brown Project Manager 303-885-2524 Lauren.brown@bluevector.ai

KEY ASSUMPTIONS:

• Contractor Services will be provided during the following hours: Monday - Friday from 8:00 AM – 5:00 PM Eastern Time, excluding Contractor holidays and weekends (the “Services Hours”).

PAYMENT SCHEDULE:

Phase Associated Milestone Deliverable(s) or Activities

Estimated Hours

Amount No.

Months

Total

Content and Technical Advisory Services

Monthly Recurring Payment beginning January 1, 2026, through May 31, 2026

40 hours a week

$24,240 5 $121,200

TOTAL $121,200

Payment will be made on a monthly recurring basis as outlined in the Payment Schedule above.

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 monthly retainer amount approved by the Agency and DTMB Project Manager prior to payment.

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

mailto:rw@cdisglobal.com mailto:Lauren.brown@bluevector.ai

Version 2021-1 3 of 3

EXPENSES:

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

PROJECT CONTACTS:

The designated Agency Project Manager is:

Suzanne Pauley eMichigan Romney Bldg. 9th Floor SE 111 S. Capitol Ave.

Lansing, MI 48933

Romney Building 10th Floor 111 S. Capitol Ave.

Lansing, MI 48933

This purchase order is a release from Contract Number 171-250000000174. This purchase order, statement of work, and the terms and conditions of Contract Number 171- 250000000174 constitute the entire agreement between the State and the Contractor.

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

CONTRACT CHANGE NOTICE

CONTRACT SUMMARY

Chat Bot AI Services

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

December 4, 2024 December 3, 2027 7 - 1 Year December 3, 2027

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

1616 Federal Blvd

Denver 6 80204

Jeremy Johnson

720-277-1925 jeremy.johnson@bluevector.ai

VS0184735

BlueVector AI, LLC.

C O

N

TR

A C

TO

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Kristine Mills

517-242-6402

DTMB

Various DTMB millsk11@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Net 45

Change Notice Number 3

Contract Number MA250000000174 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

$5,854,398.25 $0.00 $5,854,398.25

Effective 9/12/025, the parties agree to update the Milestone Table as detailed in the attached Statement of Work.

Please note the Contractor Program Manager has been updated to Linda Dahl and the Contractor Technical Lead has been updated to Jackson Wittenberg.

agreement, and DTMB Central Procurement Services approval..

DTMB Suzanne Pauley 517-242-8745 PauleyS@michigan.gov

DTMB Nathan Ebig 517-272-1917 EbigN@michigan.gov

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 3 TO CONTRACT NO. MA250000000174

CHANGE NOTICE NO. 3 TO CONTRACT NO. MA250000000174

STATEMENT OF WORK -

IT CHANGE NOTICE

Version 2 (3/2021) 1

Project Title:

Chat Bot AI Services

Period of Coverage:

06/16/2025 – 05/31/2026

Requesting Department:

DTMB

Date:

06/05/2025

Agency Project Manager:

Suzanne Pauley

Phone:

517-242-8745

DTMB Project Manager:

Sharmila Patke

Phone:

517-335-3581

BACKGROUND

The State of Michigan seeks to improve customer experience by implementing a Michigan.gov wide chatbot that will provide users with a quick and easy way to ask a question and be directed to the correct information very quickly. The Michigan.gov environment currently consists of over 111 individual websites on a single platform (Sitecore), containing over 150,000 individual pages of content and over 180,000 documents. Today, Michigan’s residents and visitors must be able to determine which site contains the information they are seeking and then navigate that site’s structure to find the content they need.

PROJECT OBJECTIVE

The objective of the Michigan.gov project is to leverage Michigan.gov content to implement a seamless and unified chatbot across all Michigan.gov websites. The chatbot technology must be able to be applied to all State websites with minimal customization of the web content management system (Sitecore), require minimal curation to produce accurate results to end user queries, must be multi-lingual and ADA complaint (WCAG

2.1AA).

Description of Change

1. Due to the modification in overall contract schedule, the Michigan.gov use case was executed first. The HCD work provided by McKinsey was refocused on Mi.gov with the intention to leverage the work for the MiLogin use case. Phases 1-3 of the work were completed however Phase 4 for Scale and Support has been determined to be unnecessary.

IT CHANGE NOTICE

Version 2 (3/2021) 2

The work that was originally described under phase 4 of the contract as stated below has been determined to no longer be needed.

In this phase, the combined Contractor and McKinsey teams will develop high-fidelity prototypes that encapsulate the full user experience across Michigan.gov sites, focusing on an efficient, easy-to-use chatbot experience for employees, individuals, and third parties. Additionally, we will create a playbook to repeat the entirety of our human centered approach for future use cases.

The focus of this effort will move to leveraging additional Blue Vector resources in supporting agencies in reviewing and evaluating their existing content and preparing it for inclusion in the chatbot program.

2. The named project manager for this project is updated to Linda Dahl. The named Contractor Technical Lead for this project is updated to Jackson Wittenberg.

Contact Information:

a. Linda Dahl Project Manager 303.748-2703 linda.dahl@bluevector.ai

b. Jackson Wittenberg Technical Lead 978-460-2713 jackson.wittenberg@bluevector.ai mailto:linda.dahl@bluevector.ai mailto:jackson.wittenberg@bluevector.ai

IT CHANGE NOTICE

Version 2 (3/2021) 3

PAYMENT SCHEDULE TABLE

Michigan.gov - Chatbot Project

Milestone Event

Milestone Description Associated Milestone Deliverable(s)

Amount

Change Order

Change from Human Centered Design (HCD) to agency specific content support. Adding support for Wave 1 and 2 to provide agency teams with direction on content clean-up, answering questions and proposing solutions to provide more consistent and accurate chatbot responses.

Support will be provided through office hours, responding in MS Teams chat community and regularly scheduled meetings.

The State Program Manager’s formal acceptance of all requirements included in the base Contract and supplemented with this Change Notice.

$0

Total Price $0

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

Chat Bot AI Services

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

December 4, 2024 December 3, 2027 7 - 12 Months December 3, 2027

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

1616 Federal Blvd

Denver 6 80204

Jeremy Johnson

720-277-1925 jeremy.johnson@bluevector.ai

VS0184735

BlueVector AI, LLC.

C O

N

TR

A C

TO

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Kristine Mills

517-242-6402

DTMB

Various DTMB millsk11@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Net 45

Change Notice Number 2

Contract Number MA250000000174 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

$5,513,148.25 $341,250.00 $5,854,398.25

DESCRIPTION

Effective 2/25/2025 with State Administrative Board Approval, the following amendment is incorporated into this Contract per the attached Statement of Work. The change includes replacing Schedule A and B with the revised contract language to include additional scope for Wave 0 of the Michigan.gov chatbot implementation. Additionally, $341,250 will be added to the contract to cover these changes.

All other terms, conditions, specifications, and pricing remain the same. Per contractor and agency agreement, DTMB Central Procurement Services approval, and State Administrative Board approval on 2/25/2025.

DTMB Suzanne Pauley 517-242-8745 PauleyS@michigan.gov

DTMB Nathan Ebig 517-272-1917 EbigN@michigan.gov

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 2 TO CONTRACT NO. MA250000000174

BlueVector AI, LLC

SCHEDULE A – STATEMENT OF WORK

1. DEFINITIONS

The following terms have the meanings set forth below. All initial capitalized terms that are not defined in this Schedule shall have the respective meanings given to them in Section 1 of the Contract Terms and Conditions.

Term Definition

SOM State of Michigan

Offshore Resources

Resources residing outside of the United States, its territories and Canada.

2. BACKGROUND

MiLogin is a comprehensive Enterprise Identity and Access Management (EIAM) solution used by the State of Michigan. MiLogin provides a comprehensive solution for agency-customized and commercial off-the-shelf web and mobile applications related to single Sign On (SSO), user authentication, and account/identity management services for internal (SOM workers) and external) business and public) users.

To enhance user experience and provide 24h/7d support for the public, workers, and businesses. MiLogin intends to implement a Chatbot.

Additionally, the State seeks to improve customer experience by implementing a Michigan.gov wide chatbot that will provide users with a quick and easy way to ask a question and be directed to the correct information very quickly. The Michigan.gov environment currently consists of over 111 individual websites on a single platform (Sitecore), containing over 150,000 individual pages of content and over 180,000 documents. Today, Michigan’s residents and visitors must be able to determine which site contains the information they are seeking and then navigate that site’s structure to find the content they need. It is anticipated that the technology procured under this RFS can be utilized for future uses cases such as state agency applications and call centers.

3. PURPOSE/ CHALLENGE STATEMENT

Contractor will provide State Hosted solution to provide a chatbot to improve the MiLogin customer experience and provide quick and easy assistance. This will reduce help desk calls and make the online self-service more interactive. The analytics/dashboard feature will allow for continuous improvement of the MiLogin UI and functionality by providing information regarding user pain points. The MiLogin chatbot will tie into the broader Michigan.gov chatbot described below.

This technology will also be leveraged for Michigan.gov websites, to implement a seamless and unified chatbot across all Michigan.gov websites. The chatbot technology must be able to be applied to all State websites with minimal customization of the web content management system (Sitecore), require minimal curation to produce accurate results to end user queries, must be multi-lingual and ADA complaint (WCAG 2.1AA).

4. IT ENVIRONMENT RESPONSIBILITIES

Included in SCHEDULE E – Data Security Requirements; the Contractor will be required to meet all State PSP’s, public and non-public applicable to this Contract.

Definitions:

Application – Software programs which provide functionality for end user and Contractor services.

Development - Process of creating, testing and maintaining software components.

Component Matrix

Name all contractor(s) and/or subcontractor(s) providing each contract component

Application BlueVector AI, LLC Google LLC Botcopy Inc.

McKinsey & Company Inc.

Development BlueVector AI, LLC Google Cloud Platform Botcopy Inc.

5. ADA COMPLIANCE

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 and software applications. All websites, applications, software, and associated content and documentation provided by the Contractor as part of the Solution must comply with the Digital Accessibility Standards.

6. USER TYPE AND CAPACITY

Contractor Solution must meet the expected number of concurrent Users below:

MiLogin

Type of User Access Type Number of Users Number of Concurrent Users

Public Citizen Read Access 12 Million

Approx. 100,000 users per day use

MiLogin. The Agency call centers perform an average of 17,000 password resets and ID reactivations per month.

Business Portal* Read Access 659,000

The Business Portal has approximately

6,000 users per day.

The Agency call centers perform an average of 9,000- 11,000 password resets per month.

The number of ID reactivations per month is approximately 800-

1,100.

* Business Portal would include but are not limited to healthcare, business, school administration and local unit of government entities.

Michigan.gov

Type of User Access Type Number of Users Number of Concurrent Users

Public Citizen Read Access 12 Million

Approx. 6,000 across all websites.

Contractor will address any impacts there may be with supporting the user capacity.

7. ACCESS CONTROL AND AUTHENTICATION

The Contractor’s solution must implement identity federation with the State’s MiLogin IT Identity and Access Management (IAM) environment as described in the State of Michigan Administrative Guide (1340.00.020.08 Enterprise Identity and Access Management Services Standard (michigan.gov) .

To support federation with the SOM MILogin solution, the Contractor’s solution must support SAML, OpenID or OAuth federated identity protocols.

Solutions running within the States internally managed IT environment may be suitable for integration with the State’s Active Directory services as identified in the 1340.00.020.08 standard.

8. DATA RETENTION AND REMOVAL

Contractor’s Solution allows the State to retain all data for the entire length of the Contract.

Contractor’s Solution allows the State to delete data, even data that may be stored off-line or in backups.

Contractor’s Solution allows the State to retrieve data, even data that may be stored off-line or in backups.

Google Cloud Data Retrieval Mechanisms:

Contractor’s Solution must support the specific retrieval method for the utilized service(s) listed below:

https://www.michigan.gov/dtmb/-/media/Project/Websites/dtmb/Law-and-Policies/IT-Policy/13400002008-Enterprise-Identity-and-Access-Management-EIAM-Services-Standard.pdf https://www.michigan.gov/dtmb/-/media/Project/Websites/dtmb/Law-and-Policies/IT-Policy/13400002008-Enterprise-Identity-and-Access-Management-EIAM-Services-Standard.pdf https://milogin.michigan.gov/uisecure/selfservice/anonymous/help

● Dialogflow: Customers can retrieve and restore agent backups, which are automatically generated after any modifications are made.

● Cloud Storage: Object versioning and lifecycle management policies facilitate the retrieval of current, older versions, or archived data.

● BigQuery: Time travel functionality enables the querying of past table states within the defined retention period.

● Snapshots & Backups: Google Cloud offers a comprehensive array of solutions catering to diverse recovery scenarios.

● Offline Data: Retrieval of archived data utilizes the standard Cloud Storage method, ensuring accessibility with millisecond latency.

9. END USER AND IT OPERATING ENVIRONMENT

The SOM IT environment includes FedRAMP authorized major cloud providers and on-premises market leading virtualization environments, with supporting platforms that includes enterprise storage, monitoring, and management running in house and in cloud hosting provides.

Contractor must accommodate the latest browser versions (including mobile browsers) as well as some pre-existing browsers. To ensure that users are able to access online services, Contractor must ensure applications and websites display and function accurately in, at minimum, the two most recent major versions of the following browsers, without reliance on special plugins or extensions:

● Google Chrome

● Microsoft Edge

● Firefox

● Safari

Contractor must support the current and future State standard environment at no additional cost to the State.

Contractor must process and store all State Data in a manner that is logically separated from non-State Data.

Prior to making significant updates or major changes, Contractor will provide comprehensive release notes, detailed documentation, and training materials to facilitate a smooth transition and maximize the State’s understanding.

10. SOFTWARE

The main components of Contractor’s solution are as follows:

DialogFlow CX Dialogflow CX is a conversational AI platform that enables the creation of sophisticated virtual agents for enterprise use. It allows for the development of virtual agents powered by generative AI that can handle complex conversations, switch seamlessly between topics, support transactions, and operate across various channels 24/7. One of its key features is its state machine approach to agent design, which provides clear and explicit control over conversations. This approach enhances the end-user experience and streamlines the development workflow. Dialogflow CX essentially empowers businesses to build advanced virtual agents that can effectively engage with users, automate tasks, and reduce the need for live agent interventions.

Vertex AI Search and Conversation Suite of tools within Vertex AI for building AI-powered search and conversational experiences. Vertex AI Search and Conversation is fully integrated with Dialogflow CX, serving as a core component of the Conversational AI (CCAI) solution. This integration enhances the capabilities of virtual agents by leveraging advanced AI technologies from Google, such as natural language understanding (NLU) and machine learning (ML), to deliver more accurate and contextually relevant responses to user queries.

Botcopy Botcopy serves as a User Experience (UX) layer, enhancing the capabilities of Vertex AI Conversation and Dialogflow CX to deliver a more engaging experience and streamline deployments across various websites.

The key features of Botcopy are:

- Customizable Branding: Users can adjust colors, logos, and window size to align with their brand identity. Support for multiple avatars enhances user engagement.

- Accessibility Compliance: Botcopy ensures compliance with WCAG 2.1 AA Standards, allowing for inclusion of diverse content in the virtual agent window.

- Easy Integration: With zero coding required, Botcopy extends the configurability of Dialogflow, facilitating integration with media, LiveChat, and phone systems.

- Multilingual Capability: Supporting 32+ languages, Botcopy can auto-detect browser settings and provide a language dropdown menu for enhanced accessibility.

- Voice and Audio Functionality: Powered by Google Speech to Text, Botcopy offers voice and audio functionality, enhancing user interaction.

- Real-Time Transcript Delivery: Botcopy exports and stores live chat transcripts, enabling analysis in tools such as BigQuery, Looker, and CCAI Insights.

- Engaging Content: Botcopy supports rich content like buttons, lists, images, and video, boosting user engagement.

- Contextual Page Prompts: Reacting to user actions, Botcopy draws users into the conversation with relevant prompts, enhancing engagement.

- Persistent Chat History: Botcopy tracks user journey across multiple pages, ensuring continuity and context retention.

- In-Chat Webviews: The Botcopy messenger displays web pages for various purposes, including login actions, scheduling, and payment processing.

- Live Agent Chats: Botcopy facilitates real-time conversations with human agents for seamless customer support.

- Secure Messaging: Leveraging OAuth 2.0 for secure connections, Botcopy ensures robust security and compliance measures, including multi-factor authentication and encrypted connections.

Looker Studio A business intelligence and data visualization tool for exploring and analyzing data from BigQuery and other sources.

BigQuery A data warehouse service for storing, analyzing, and querying large datasets. Analyze data using SQL or other tools.

Firebase A mobile app development platform that provides backend services, analytics, and user authentication.

Google Cloud Platform

- Cloud Storage - Object storage for storing a wide variety of data objects like images, videos, and documents. Highly scalable and secure.

- Cloud Monitoring - Monitor and troubleshoot your GCP resources. Gain insights into performance, resource utilization, and application health.

- Cloud Logging - Collect, store, analyze, and export log data from your GCP resources. Useful for debugging and troubleshooting.

- Cloud IAM - Manage access control (Identity and Access Management) for your GCP resources. Define roles and permissions for users and services.

- Cloud Functions - Build and deploy event-driven, serverless functions that respond to events without managing servers.

Software requirements are identified in Schedule A – Table 1 Business Specification Worksheet.

Contractor must provide a list of any third-party components, and open source component included with or used in connection with the deliverables defined within this Contract.

This information must be provided to the State on a quarterly basis and/or if a new third-party or open source component is used in the performance of this Contract.

Look and Feel Standards All software items provided by the Contractor must adhere to the State of Michigan Application/Site standards which can be found at https://www.michigan.gov/standards.

Mobile Responsiveness If the software will be used on a mobile device as define in Schedule A – Table 1, Business Specification Worksheet, the Software must utilize responsive design practices to ensure the application is accessible via a mobile device.

SOM IT Environment Access Contractor must access State environments using one or more of the following methods:

● State provided VDI (Virtual Desktop Infrastructure) where compliant.

● State provided and managed workstation device.

● Contractor owned and managed workstation maintained to all State policies and standards.

● Contractor required interface with State Systems which must be maintained in compliance with State policies and standards as set forth in Schedule E – Data Security Requirements.

● Contractor will not access State environments or State Systems from locations outside the United States or the jurisdiction territories of the United States.

11. INTEGRATION

Contractor must integrate their solution to the following technologies:

MiLogin: MiLogin is a comprehensive Enterprise Identity and Access Management (EIAM) solution used by the State of Michigan. MiLogin provides a comprehensive solution for agency-customized and commercial off-the-shelf web and mobile applications related to single Sign On (SSO), user authentication, and account/identity management services for internal (SOM workers) and external (business and public) users.

https://www.michigan.gov/standards

Current Technology Chatbot will be new to MiLogin.

There are two user states that come into MiLogin. The user is either Authenticated or Unauthenticated.

Chatbot will be initiated upon user arrival to MiLogin page.

Interactions with MiLogin will be done through API calls to trigger Chatbot, and chatbot will call APIs provided by MiLogin UI to broker self service transactions between chatbot and backend services.

The Chatbot would integrate via JSON Objects and a relational database to lookup user profile and application configuration data.

Volume of Data Approx. 100,000 logins per day. The Agency call centers perform an average of 17K password resets and ID reactivations per month.

The Business Portal has approximately 6,000 users per day. The Agency call centers perform an average of 9,000-11,000 password resets per month. The number of ID reactivations per month is approximately 800-1,100.

Please note integrations with the call center are not in scope for this project. These numbers are being shared for statistical and baseline purposes only for the MiLogin portion of the project.

Format of the input & export files (IBM DB2) Search criteria may include:

● Name

● User ID

● Email address

● Phone number

Data to be passed to the call center.

Michigan.gov Websites

All Michigan.gov websites are built on a single platform which is currently Sitecore 9.3 but will be upgraded to Sitecore 10.4 on 10/11/2024. Michigan.gov websites leverage Akamai as the Content Delivery Network (CDN).

Current Technology There are over 110 individual websites with more than 150,000 pages of content and thousands of documents.

Volume of Data There are approximately 108,657,385 sessions per year across all Michigan.gov websites.

12. RESERVE / MIGRATION

13. RESERVE / HARDWARE

14. TRAINING SERVICES

The Contractor must provide administration and end-user training for implementation, deployment support, and transition to customer self‐sufficiency.

Training materials will be provided by Contractor prior to deployment of the solution. This will include slide decks, an administrative guide, and video conference training sessions with Contractor. The State will have the capability to record the training sessions. The Contractor will provide one-on-one sessions within the State’s normal business hours at the request of the State. Google also provides documentation to partners and is accessible on the Google Cloud Platform website.

The administrator functions will be tailored to align with the configuration required for the State’s solution. Contractor will provide State with listing of additional in-depth administrator training options that are available directly from Contractor.

Train the Trainer Contractor will ensure training staff receives the knowledge they need to develop their own internal training program. The sessions will begin with a delivery of the training course as it will be delivered for each set of user (Super Users/Administrators, Administrators, End Users) training sessions. There is time allotted for preparation for the trainers and a Presentation Skills course. Each trainer will have an opportunity to teach back a section of the course plus receive and provide feedback with the other trainers.

A Training Summary will be provided after the training session. This is used to capture feedback from the users for the session. The sections documented in the Summary include but are not limited to Questions/Issues, Enhancement Requests, Action Items and Training. Feedback from summaries are continuously used to measure the impact of the training program and provide feedback to the implementation team. Outstanding issues can be addressed and communications sent to the user(s) as needed. The Training Summary will be documented by the Training Consultant only and submitted within two (2) business days of the completion of the Training session.

Training Materials and Documentation Contractor will deliver a User Guide for on-going, quick reference and access. These tools can be leveraged by training staff in their own delivery of knowledge transfer, training, and adoption methodologies. Contractor will customize standard training materials to address the unique needs of the State’s business processes. A slide deck will be developed for each set of users with instructions and screen shots specific to their responsibilities. How-to- guides, quick reference cards, and other reference materials will be included to help accelerate adoption for end-users.

Contractor will provide instructions and documentation for State administrators and end-users to successfully operate the chatbot solution independently. This includes:

Administrators/Super User Guides: Detailed training guide documentation that will, at a minimum, cover the following functionality:

● Setting up and configuring the chatbot environment.

● Managing user access and permissions.

● adding new users

● in-depth report generation

● modifying security profiles

● Troubleshooting complex issues

Administrator Guides: Detailed guides will be created specifically for State administrators, offering step-by-step instructions on managing and maintaining the chatbot solution. This will encompass, at a minimum, the following tasks :

- Customizing chatbot behavior and responses.

- Monitoring performance and analytics.

- Troubleshooting common issues.

End-User Guides: Clear and concise guides for end-users, ensuring they can interact with the chatbot effectively. At a minimum, this will cover the following topics:

- Accessing the chatbot interface on different devices.

- Understanding chatbot capabilities and limitations.

- Navigating through chatbot interactions.

- Providing feedback or reporting issues.

Visual Aids: The documentation will include screenshots and visual aids illustrating key steps and concepts.

15. TRANSITION RESPONSIBILITIES

Contractor will provide hands-on guidance to the State in both transition in & out phases. See Schedule F- Transition In and Out for additional details.

16. DOCUMENTATION

Contractor must provide all user manuals, operating manuals, technical manuals and any other instructions, specifications, documents or materials, in any form or media, that describe the functionality, installation, testing, operation, use, maintenance, support, technical or other components, features or requirements of the Software. Contractor must develop and submit for State approval complete, accurate, and timely Solution documentation to support all users, and will update any discrepancies, or errors through the life of the contract. The Contractor’s user documentation must provide detailed information about all software features and functionality, enabling the State to resolve common questions and issues prior to initiating formal support requests.

Contractor will deliver project documentation, including but not limited to the documents below. The Project Charter and Project Management Plan will be completed at the beginning of the UIA Pilot.

● Project Charter (PMM-0101)

● Project Management Plan (PMM-0102)

● Functional Design Document (SEM-0501)

● Functional requirements document

● System Design Document (SEM-0604)

● Detailed Test Plan (SEM-0603)

● Test Case (SEM-0606)

● Training Plan (SEM-0606)

● Training Guides

● Project Closure Report (PMM-0104)

Contractor will provide detailed documentation specifically tailored to the GCP solution, ensuring alignment with the State's needs and objectives. The documentation will be curated by Contractor and Google.

Below are examples of the documentation components tailored for Dialogflow CX and Vertex AI Search and Conversation. This documentation will be tailored as part of an end-user and administrators training guides during the implementation.

Dialogflow CX Documentation:

- Platform Basics: Introduction to Dialogflow CX, including key concepts and terminology.

- Agent Configuration: Step-by-step instructions on creating and configuring agents, intents, entities, and fulfillment.

- Conversational Design Best Practices: Guidelines for designing effective conversational experiences, including tips for natural language understanding and dialogue flow.

- Integration Guidelines: Detailed instructions on integrating Dialogflow CX with existing systems, such as websites, mobile apps, or other backend services.

- State-Specific Functionalities: Specific guidance on implementing features tailored to the State's requirements, such as providing information on government services or policies.

- Compliance Considerations: Information on ensuring compliance with relevant regulations, such as data privacy laws or accessibility standards.

Vertex AI Search and Conversation Documentation:

- Platform Overview: Overview of Vertex AI Search and Conversation, highlighting its capabilities and benefits.

- Deployment Procedures: Step-by-step instructions for deploying and configuring Vertex AI models for search and conversation applications.

- Optimization Techniques: Guidance on optimizing model performance and accuracy through techniques such as fine-tuning and evaluation.

- State-Specific Use Cases: Examples demonstrating how Vertex AI can address specific State use cases, such as improving citizen engagement or enhancing search functionality on government websites.

- Screenshots: Visual aids and examples demonstrating key concepts and procedures, such as agent configuration in Dialogflow CX or model deployment in Vertex AI.

17. CONTRACTOR PERSONNEL

Contractor Contract Administrator. Contractor resource who is responsible to(a) administer the terms of this Contract, and (b) approve and execute any Change Notices under this Contract.

Contractor Name: Jeremy Johnson Address: 1616 Federal Blvd, Denver, CO 80204 Phone: 720-277-1925 Email: jeremy.johnson@bluevector.ai

Contractor Security Officer. Contractor resource who is responsible to respond…