4300141.pdf

STATE OF MICHIGAN PROCUREMENT

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

CONTRACT CHANGE NOTICE

Change Notice Number 9 to

Contract Number MA071B4300141C

C O

N

TR

AC

TO

R

THERMO ELECTRON CORPORATION

1601 Cherry Street Suite 1200

Philadelphia PA 19102

Diane Giangrande

770-241-8507 diane.giangrande@thermofisher.com

CV0000926

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 Angela Wright DTMB

517-899-4646

WrightA33@michigan.gov

CONTRACT SUMMARY

Materials Testing System (MTS), SampleManager Software

INITIAL EFFECTIVE DATE

August 1, 2014

INITIAL EXPIRATION DATE

July 31, 2017

INITIAL AVAILABLE OPTIONS

3 - 1 Year

EXPIRATION DATE BEFORE

July 31, 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

2 Years

EXTENSION LENGTH OF EXTENSION

REVISED EXP. DATE

July 31, 2028

CURRENT VALUE

$525,228.17

VALUE OF CHANGE NOTICE

$0.00

ESTIMATED AGGREGATE CONTRACT VALUE

$525,228.17

DESCRIPTION

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

Effective June 15, 2026, this Contract is exercising the 2 option years per the attached SOW using existing Contract funds.

In addition, the following language is added to the Contract

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

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

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

CHANGE NOTICE NO. 9 TO CONTRACT NO. MA071B4300141C

Program Managers for

Multi-Agency and Statewide Contracts

AGENCY NAME PHONE EMAIL

MDOT Tim Stallard 517-332-6448 stallardt@michigan.gov

DTMB Joe Bruewer 517-322-4954 bruewerj@michigan.gov

DTMB Jeffrey LaBean 517-243-1743 LabeanJ@michigan.gov

Michigan.gov/MiProcurement

Version AW 1 of 1

IT SOW

SOW Title: SampleManager Renewal

Agency Program Manager: Tim Stallard

Phone: 517-332-

Email:kennedyK@michigan.gov

DTMB Program Manager: Jeffrey LaBean

Phone: 517-243-

Email: labeanJ@michigan.gov

DTMB Program Manager: Joe Bruewer

Phone: 517-322-

Email: labeanJ@michigan.gov

Contract Administrator: Angela Wright

Phone: 517-899-

Email:bruewerj@michigan.gov

1. SOW OBJECTIVE(S)/PURPOSE:

Exercise 2 option years and for SampleManager License Fees.

2. Software Pricing

2.1. License Fees

3. SampleManager Concurrent User license Qty Per License Fee Total

Term: 8/1/2026 to 7/31/2027 10 $1,477.16 $14,771.60

Term: 8/1/2027 to 7/31/2028 10 $1,539.20 $15,392.00

Total SOW License Fees $30,163.60

STATE OF MICHIGAN

ENTERPRISE PROCUREMENT

Department of Technology, Management, and Budget

525 W. ALLEGAN ST., LANSING, MICHIGAN 48913

P.O. BOX 30026 LANSING, MICHIGAN 48909

CONTRACT CHANGE NOTICE

CONTRACT SUMMARY

Materials Testing System (MTS), SampleManager Software

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

August 1, 2014 July 31, 2017 3 - 12 Months July 31, 2024

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

MINIMUM DELIVERY REQUIREMENTS

P-Card Direct Voucher (PRC) Other Yes No

1601 Cherry Street Suite 1200

Philadelphia PA 19102

Diane Giangrande

781-287-4894 diane.giangrande@thermofisher.com

CV0000926

THERMO ELECTRON

CORPORATION

C O

N

TR

A C

TO

R

Mecca Martin

(517) 230-5694

DTMB

Various Various

MartinM42@michigan.gov

C ontract

A dm inistrator Program M anagerSTA

TE

Change Notice Number 8

Contract Number MA071B4300141C to

DESCRIPTION OF CHANGE NOTICE

OPTION EXTENSIONLENGTH OF OPTION LENGTH OF EXTENSION REVISED EXP. DATE

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

12 Months 2 Years July 31, 2026

$442,196.40 $83,031.77 $525,228.17

Effective July 31,2024, this Contract is extended 24 months, and adds five 1-year options. The revised contract expiration date is July 31,2025. This extends the Sample Manager license and support and adds $83,031.77 for the 2-year extension with Thermo Electron Corporation

Please note the Program Manager for DTMB has been changed from Joe Bruewer to Jeff LaBean, and the Contract Administrator has been changed to Mecca Martin.

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 July 30, 2024.

AGENCY NAME PHONE EMAIL

MDOT Timothy Stallard 517-332-6448 StallardT@michigan.gov

DTMB Jeffrey LaBean 517-243-1743 LabeanJ@michigan.gov

Program Managers for

Multi-Agency and Statewide Contracts

CHANGE NOTICE NO. 8 TO CONTRACT NO. MA071B4300141C

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 7 to Contract Number 071B4300141

Various

Robin Lampert diane.giangrande@thermofisher.com

Diane Giangrande

Philadelphia, PA 19102

THERMO ELECTRON CORPORATION

CV0000926

781-287-4894

1601 Cherry Street , Suite 1200

(517) 582-2746

STA

TE

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

lampertr1@michigan.gov

$403,621.80

August 1, 2014 July 31, 2023

MATERIALS TESTING SYSTEM (MTS), SAMPLEMANAGER SOFTWARE

July 31, 2017

INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

3 - 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

☐ ☒ 1 year July 31, 2024

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$38,574.60 $442,196.40

Effective July 25, 2023, this Contract is extended 12 months, and is increased by $ 38,574.60. The revised contract expiration date is July 31, 2024.

Please note the Contract Administrator has been changed to Robin Lampert.

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 July 25, 2023.

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

DESCRIPTION

CONTRACT SUMMARY

MDOT

Program Managers for

CHANGE NOTICE NO. 7 TO CONTRACT NO. 071B4300141

Tim Stallard 517-332-6448 stallardt@michigan.govMDOT Joe Bruewer 517-322-4954 bruewerj@michigan.govDTMB

Department of Technology, Management, and Budget

525 W. ALLEGAN ST., LANSING, MICHIGAN 48913

P.O. BOX 30026 LANSING, MICHIGAN 48909

CONTRACT CHANGE NOTICE

Change Notice Number 6 to 071B4300141Contract Number

Multi

Multi

Christopher Martin diane.giangrande@thermofisher.com

Diane Giangrande

Philadelphia, PA 19102

THERMO ELECTRON CORPORATION

CV0000926

781-287-4894

1601 Cherry Street , Suite 1200

(517) 643-2833

STA

TE

Program anager

C ontract

A dm inistrator

C O

N

TR

A C

TO

R

MULTI

Multi

DTMB

martinc20@michigan.gov

$298,654.40

August 1, 2014 July 31, 2020

MATERIALS TESTING SYSTEM (MTS), SAMPLEMANAGER SOFT

July 31, 2017

INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

3 - 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

☐ ☒ 3 years July 31, 2023

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$104,967.40 $403,621.80

Effective 12/10/2019, this Contract is extended three years, and is increased by $104,967.40 (2020 - $34,264.56, 2021 - $34,984.11, 2022 - $35,718.78). The revised contract expiration date is 7/31/2023.

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 12/10/2019.

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

Program Managers for

CHANGE NOTICE NO. 6 TO CONTRACT NO. 071B4300141

MDOT Tim Stallard 517-332-6448 stallardt@michigan.gov

Department of Technology, Management, and Budget

525 W. ALLEGAN ST., LANSING, MICHIGAN 48913

P.O. BOX 30026 LANSING, MICHIGAN 48909

CONTRACT CHANGE NOTICE

Change Notice Number 5 to 071B4300141Contract Number

MULTI

MULTI

Christopher Martin diane.giangrande@thermofisher.com

Diane Giangrande

Philadelphia, PA 19102

THERMO ELECTRON CORPORATION

CV0000926

781-287-4894

1601 Cherry Street , Suite 1200

(517) 643-2833

STA

TE

Program anager

C ontract

A dm inistrator

C O

N

TR

A C

TO

R

MULTI

MULTI

DTMB

martinc20@michigan.gov

$265,094.60

August 1, 2014 July 31, 2019

MATERIALS TESTING SYSTEM (MTS), SAMPLEMANAGER SOFT

July 31, 2017

INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

3 - 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

☒ 1 year ☐ July 31, 2020

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$33,559.80 $298,654.40

Effective 5/14/2019, the State is exercising the third and final option year and is increased by $33,559.80. The revised contract expiration date is 7/31/2020.

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

Program Managers for

CHANGE NOTICE NO. 5 TO CONTRACT NO. 071B4300141

MDOT Tim Stallard 517-332-6448 stallardt@michigan.gov

Quotation for Support Renewal

Quotation ref. Dated Page

2019/0510/06DG May 10, 2019 Page 1 of 2

Valid To Acc ref. Project Ref.

September 30, 2019 INF-19901-SAM

Customer PO and Date

Christopher Martin

Michigan State Transportation Dept.

Construction & Technology Division

530 West Allegan

Lansing, MI, 48933

United States of America

Thermo LabSystems, Inc.

1601 Cherry Street, Suite 1200 Philadelphia, 19102, Tel: +1 (215) 964 6020

Fax: +1 (215) 964 6088

Tax ID : 043326268

Please forward purchase order, quoting 'Quotation Ref.', to:

Diane Giangrande

Phone : 1 781 287 4894

Fax : 1 781 933 6322

Email : Diane.Giangrande@thermofisher.com

Primary System Registration : 00116756

Located at Michigan State Transportation Dept.

Construction & Technology Division

Phone :

Fax:

Email :

517-643-2833 martinc20@michigan.gov

530 West Allegan Lansing, MI, 48933 United States of America

Quotation: Support Contract for period - October 01, 2019 to September 30, 2020

Quote Summary Amount

Support Sections

1 INF-19901-SAM

Registration 00116756 33,559.80

Total Quote Value in USD 33,559.80

Diane Giangrande

Payment Terms: Net 3045 Days. 100% due before service commences. All prices are exclusive of all taxes.

Master License Agreement terms apply if applicable.

If no MLA, Thermo Fisher Scientific standard terms and conditions apply. E&OE.

Latest Thermo Fisher Scientific Informatics Maintenance terms and conditions apply, available at https://support.thermoinformatics.com/info/File_20728.pdf

A part of mailto:Diane.Giangrande@thermofisher.com mailto:ande@thermofisher.com mailto:martinc20@michigan.gov

Quote Details

Quotation ref. Dated Page

2019/0510/06DG May 10, 2019 Page 2 of 2

Valid To Acc ref. Project Ref.

September 30, 2019 INF-19901-SAM

Customer PO and Date

Michigan State Transportation Dept.

Construction & Technology Division

530 West Allegan

Lansing, MI, 48933 United States of America

Primary System Registration : 00116756

1 System Registration 00116756

Line Qty Description

Unit Price Total

30 INF-11000 SM User License

1,118.66

33,559.80

Total Price for Section

33,559.80

Prices have been increased by 2.10% for this new support term, if applicable.

v1.0

A part of Page 2 of 2

Department of Technology, Management, and Budget

525 W. ALLEGAN ST., LANSING, MICHIGAN 48913

P.O. BOX 30026 LANSING, MICHIGAN 48909

CONTRACT CHANGE NOTICE

Change Notice Number 4 to 071B4300141Contract Number bruewerj@michigan.gov

Joe Bruewer

Christopher Martin diane.giangrande@thermofisher.com

Diane Giangrande

Philadelphia, PA 19102

Thermo Electron Corporation

CV0000926

781-287-4894

1601 Cherry Street, Suite 1200

(517) 643-2833 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

MDOT

517-322-4954

DTMB

martinc20@michigan.gov

$232,225.10

August 1, 2014 July 31, 2018

MATERIALS TESTING SYSTEM (MTS), SAMPLEMANAGER SOFTWARE UPGRADE

July 31, 2017

INITIAL AVAILABLE OPTIONS EXPIRATION DATE

BEFORE

3 - 1 Year

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

☐ P-Card ☐ Direct Voucher (DV) ☐ Other ☐ Yes ☒ No

MINIMUM DELIVERY REQUIREMENTS

DESCRIPTION OF CHANGE NOTICE

OPTION LENGTH OF OPTION EXTENSION LENGTH OF EXTENSION REVISED EXP. DATE

☒ 1 ☐ July 31, 2019

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$32,869.50 $265,094.60

Effective 7/20/2018, this Contract is exercising the second option year and is increased by $32869.50. The revised contract expiration date is 7/31/2019.

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

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

DESCRIPTION

CHANGE NOTICE NO. 4 TO CONTRACT NO. 071B4300141

Department of Technology, Management, and Budget

525 W. ALLEGAN ST., LANSING, MICHIGAN 48913

P.O. BOX 30026 LANSING, MICHIGAN 48909

CONTRACT CHANGE NOTICE

Change Notice Number 3 to 071B4300141Contract Number

$225,000.00

August 1, 2014 July 31, 2018

MATERIALS TESTING SYSTEM (MTS), SAMPLEMANAGER SOFTWARE UPGRADE

July 31, 2017

INITIAL AVAILABLE OPTIONS EXPIRATION DATE BEFORE

CHANGE(S) NOTED BELOW

3 - 1 Year

PAYMENT TERMS DELIVERY TIMEFRAME

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

☐ P-Card ☐ Direct Voucher (DV) ☐ Other ☐ Yes ☒ No

MINIMUM DELIVERY REQUIREMENTS

DESCRIPTION OF CHANGE NOTICE

OPTION LENGTH OF OPTION EXTENSION LENGTH OF EXTENSION REVISED EXP. DATE

☐ ☐ July 31, 2018

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

N/A

$0.00 $225,000.00

Effective 8/28/2017 please note that the Program Manager has been changed from Deb Mosher to Joe Bruewer.

All other terms, conditions, specifications, and pricing remain the same. Per Contractor, Agency, and DTMB Procurement.

BruewerJ@michigan.gov

Joe Bruewer

James Topping gary.walz@thermofisher.com

Gary Walz

Philadelphia, PA 19102

Thermo Electron Corporation

*******6268

678-354-3336

1601 Cherry Street

(517) 284-7000

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

517-322-4954

INITIAL EXPIRATION DATEINITIAL EFFECTIVE DATE

DTMB

N/A

DESCRIPTION

toppingj@michigan.gov

Department of Technology, Management, and Budget

525 W. ALLEGAN ST., LANSING, MICHIGAN 48913

P.O. BOX 30026 LANSING, MICHIGAN 48909

CONTRACT CHANGE NOTICE

Change Notice Number 2 to

Contract Number 071B4300141

MATERIALS TESTING SYSTEM (MTS), SAMPLEMANAGER SOFTWARE UPGRADE

INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE BEFORE

CHANGE(S) NOTED BELOW

August 1, 2014 July 31, 2017 3 - 1 Year July 31, 2017

PAYMENT TERMS DELIVERY TIMEFRAME

N/A

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

□ P-Card ☐ Direct Voucher (DV) ☐ Other □ Yes ☒ No

MINIMUM DELIVERY REQUIREMENTS

N/A

DESCRIPTION OF CHANGE NOTICE

OPTION LENGTH OF OPTION EXTENSION LENGTH OF EXTENSION REVISED EXP. DATE

☒ 1 Year ☐ July 31, 2018

CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE

$200,000.00 $25,000.00 $225,000.00

C O

N

TR

A C

TO

R

Thermo Electron Corporation

1601 Cherry Street

Philadelphia, PA 19102

Gary Walz

678-354-3336 gary.walz@thermofisher.com

*******6268

STA

TE

P ro g ram an ag er

Deb Mosher DTMB-IT

517-335-2975 mosherd2@michigan.gov C o n tract

A d m in istrato r

James Topping DTMB

(517) 284-7000 toppingj@michigan.gov

Effective 7/21/2017 this Contract is exercising the first of three option years for annual maintenance and is increased by $25,000.00 per the attached SOW and Vendor Quote. The revised contract expiration year is 7/31/2018. All other terms, conditions, specifications, and pricing remain the same. Per contractor and agency agreement, and DTMB procurement approval.

MICHIGAN DEPARTMENT OF TECHNOLOGY,

MANAGEMENT AND BUDGET

IT SERVICES

STATEMENT OF WORK

Project Title:

Thermo Labsystems Samplemanager Software, Software Update and Technical Support, & limited support services / Exercise option year to pay yearly maintenance

Period of Coverage:

8/1/2017 to to 7/31/2018

Requesting Department:

Tranportation

Date:

5/31/2017

Agency Project Manager:

Tim Stallard

Phone:

517-332-6448

DTMB Project Manager:

Joe Bruewer

Phone:

(517) 322-4954

Brief Description of Services to be provided: MDOT uses Samplemanager for testing the materials that are used in road and bridge construction. We want to renew the option year for this item so we can pay yearly maintenance.

BACKGROUND:

MDOT uses Samplemanager for testing the materials that are used in road and bridge construction.

PROJECT OBJECTIVE:

This contract is used to pay for yearly maintenance for Thermo Labsystems Samplemanager Software.

We would like to renew the option year for 2017 (8/1/2017 to 7/31/2018).

SCOPE OF WORK:

This is not a project. This item is to renew contract 071B4300141 for 2017. This will allows us to pay yearly Samplemanager maintenance.

TASKS:

Assisting with software upgrades, assisting with new releases, technical support and license maintenance, etc.

DELIVERABLES:

n/a

ACCEPTANCE CRITERIA:

N/A

PROJECT CONTROL AND REPORTS:

N/A

SPECIFIC DEPARTMENT STANDARDS:

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

PAYMENT SCHEDULE:

Payment will be made on a yearly basis through ITRAC maintenance module.

EXPENSES:

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

PROJECT CONTACTS:

The designated Agency Project Manager is:

Tim Stallard Michigan Department of Transportation Email: Stallardt@Michigan.gov Phone: (517) 332-6448

The designated DTMB Project Manager is:

Joe Bruewer

AS MDOT

425 W. Ottawa, Lansing, MI 48909 Email: kalanquinj@Michigan.gov Phone: (517) 322-4954

AGENCY RESPONSIBILITIES:

To ensure Funds are available for the annual maintenance fee.

LOCATION OF WHERE THE WORK IS TO BE PERFORMED:

Consultants will work at their home office.

EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:

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

No overtime will be permitted.

Form No. DTMB-3521 (Rev. 2/2015) AUTHORITY: Act 431 of 1984 COMPLETION: Required PENALTY: Contract change will not be executed unless form is filed

DEPARTMENT OF TECHNOLOGY, MANAGEMENT AND BUDGET

PROCUREMENT

P.O. BOX 30026, LANSING, MI 48909

OR

525 W. ALLEGAN, LANSING, MI 48933

CHANGE NOTICE NO. 1

to

CONTRACT NO. 071B43000141

between

THE STATE OF MICHIGAN

and

NAME & ADDRESS OF CONTRACTOR PRIMARY CONTACT EMAIL

Thermo LabSystems Inc. Gary Walz gary.walz@thermofisher.com

1601 Cherry Street, Suite #1200 PHONE VENDOR FEIN #

(LAST FOUR DIGITS ONLY)

Philadelphia, PA 19102 678-354-3336 6268

STATE CONTACTS AGENCY NAME PHONE EMAIL

PROGRAM MANAGER MDOT Deb Mosher 517-335-2975 Mosherd2@michigan.gov

CONTRACT

ADMINISTRATOR DTMB Whitnie Zuker 517-284-7030 zukerw@michigan.gov

DESCRIPTION:

Thermal Fisher Scientific’s Sample Manager Software Upgrade - MDOT

INITIAL EFFECTIVE DATE

INITIAL EXPIRATION

DATE

INITIAL AVAILABLE

OPTIONS

EXPIRATION DATE BEFORE

CHANGE(S) NOTED BELOW

August 1, 2014 July 31, 2017 3, one year July 31, 2017

PAYMENT TERMS F.O.B. SHIPPED TO

N/A N/A N/A

ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING

☐ P-card ☐ Direct Voucher (DV) ☐ Other ☐ Yes ☒ No

MINIMUM DELIVERY REQUIREMENTS

N/A

DESCRIPTION OF CHANGE NOTICE

EXTEND CONTRACT

EXPIRATION DATE

EXERCISE CONTRACT

OPTION YEAR(S)

EXTENSION BEYOND

CONTRACT OPTION YEARS

LENGTH OF

OPTION/EXTENSION

EXPIRATION

DATE AFTER

CHANGE

No Yes

CURRENT VALUE VALUE/COST OF CHANGE NOTICE ESTIMATED REVISED AGGREGATE

CONTRACT VALUE

$200,000.00 $0.00 $200,000.00

DESCRIPTION:

Effective March 18, 2015, the Single Point of Contact (SPOC) has been changed from Joe Thompson to Stephen C. Best.

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

Form No. DTMB-3522 (Rev. 4/2012)

PENALTY: Contract will not be executed unless form is filed

PROCUREMENT

P.O. BOX 30026, LANSING, MI 48909

530 W. ALLEGAN, LANSING, MI 48933

NOTICE

OF

CONTRACT NO. 071B4300141

between

THE STATE OF MICHIGAN

and

NAME & ADDRESS OF CONTRACTOR: PRIMARY CONTACT EMAIL

Thermo LabSystems Inc. Gary Walz gary.walz@thermofisher.com 1601 Cherry Street, Suite #1200 TELEPHONE CONTRACTOR #, MAIL CODE Philadelphia, PA 19102 678-354-3336

PROGRAM

ADMIINISTRATOR MDOT Deb Mosher 517-335-2975 MosherD2@michigan.gov

ADMINSTRATOR/BUYER DTMB Whitnie Zuker 517-284-7030 zukerw@michigan.gov

CONTRACT SUMMARY:

Thermal Fisher Scientific’s Sample Manager Software Upgrade - MDOT

INITIAL TERM EFFECTIVE DATE

INITIAL EXPIRATION

DATE AVAILABLE OPTIONS

3 years August 1, 2014 July 31, 2017 3, 1 Year Options

PAYMENT TERMS F.O.B SHIPPED SHIPPED FROM

N/A N/A N/A N/A ALTERNATE PAYMENT OPTIONS: AVAILABLE TO MiDEAL PARTICIPANTS

P-card Direct Voucher (DV) Other YES NO

MINIMUM DELIVERY REQUIREMENTS:

N/A

MISCELLANEOUS INFORMATION:

N/A

ESTIMATED CONTRACT VALUE AT TIME OF EXECUTION: $ 200,000.00

mailto:zukerw@michigan.gov

PENALTY: Contract will not be executed unless form is filed

PROCUREMENT

P.O. BOX 30026, LANSING, MI 48909

530 W. ALLEGAN, LANSING, MI 48933

CONTRACT NO. 071B4300141

between

THE STATE OF MICHIGAN

and

NAME & ADDRESS OF CONTRACTOR: PRIMARY CONTACT EMAIL

Thermo LabSystems Inc. Gary Walz gary.walz@thermofisher.com 1601 Cherry Street, Suite #1200 TELEPHONE CONTRACTOR #, MAIL CODE Philadelphia, PA 19102 678-354-3336

PROGRAM

ADMIINISTRATOR MDOT Deb Mosher 517-335-2975 MosherD2@michigan.gov

ADMINSTRATOR/BUYER DTMB Whitnie Zuker 517-284-7030 zukerw@michigan.gov

CONTRACT SUMMARY:

Thermal Fisher Scientific’s SampleManager Software Upgrade - MDOT

INITIAL TERM EFFECTIVE DATE

INITIAL EXPIRATION

DATE AVAILABLE OPTIONS

3 years August 1, 2014 July 31, 2017 3, 1 Year Options

PAYMENT TERMS F.O.B SHIPPED SHIPPED FROM

N/A N/A N/A N/A ALTERNATE PAYMENT OPTIONS: AVAILABLE TO MiDEAL PARTICIPANTS

P-card Direct Voucher (DV) Other YES NO

MINIMUM DELIVERY REQUIREMENTS:

N/A

MISCELLANEOUS INFORMATION:

N/A

ESTIMATED CONTRACT VALUE AT TIME OF EXECUTION: $ 200,000.00

THIS IS NOT AN ORDER: This Contract Agreement is awarded on the basis of our inquiry bearing the solicitation # 084R4300005. Orders for delivery will be issued directly by the Department of Technology, Management & Budget through the issuance of a Purchase Order Form.

mailto:zukerw@michigan.gov

Notice of Contract #: 071B4300141

FOR THE CONTRACTOR: FOR THE STATE:

Thermo LabSystems Inc.

Firm Name Signature Bill Pemble, IT Division Director

Authorized Agent Signature Name/Title DTMB Procurement

Authorized Agent (Print or Type) Enter Name of Agency

Date Date

CONTRACT #071B4300141

Table of Contents

Table of Contents 5

Article 1 – Statement of Work (SOW) 6

1.000 Project Identification 6

1.001 Project Request 6

1.002 Background 6

1.100 Scope of Work and Deliverables 6

1.101 In Scope 6

1.103 Environment 6

1.104 Work And Deliverable 10

1.200 Roles and Responsibilities 10

1.201 Contractor Staff, Roles, And Responsibilities 10

1.202 State Staff, Roles, And Responsibilities 12

1.203 Other Roles And Responsibilities 13

1.300 Project Plan 14

1.301 Project Plan Management 14

1.302 Reports 14

1.400 Project Management 14

1.401 Issue Management 14

1.402 Risk Management 15

1.403 Change Management 15

1.500 Acceptance 15

1.501 Criteria 15

1.600 Compensation and Payment 15

1.601 Compensation And Payment 15

1.602 Holdback - RESERVED 17

Professional Services Terms and Conditions 18

EXHIBIT A Statement of Work 31

Glossary 45

Attachment A- Key Personnel 47

Attachment B – Cost Table 51

Master License Agreement 52

EXHIBIT A- MAINTENANCE AND SUPPORT POLICY 63

Appendix A 68

Appendix B 68

Article 1 – Statement of Work (SOW)

1.000 Project Identification

1.001 PROJECT REQUEST

The State of Michigan (State) through the Michigan Department of Technology, Management and Budget (DTMB), with assistance from the Michigan Department of Transportation (MDOT) have issued this Contract for the purpose of obtaining proposals from qualified firms to provide technical services to leverage the State’s current Materials Testing System (MTS) by upgrading Thermo Fisher Scientific’s LabManager software to Thermo Fisher Scientific’s SampleManager software.

The Professional Services Terms and Conditions shall govern the provision of services related to the LabManager to SampleManager LIMS Implementation.

The Master License Agreement shall govern the use of Licensed Software provided by Licensor to Licensee.

This Contract is for a period of 3 years beginning August 1, 2014 through July 31, 2017.

This Contract may be renewed in writing by mutual agreement of the parties not less than 30 days before its expiration. The Contract may be renewed for up to three (3) additional one (1) year periods.

1.002 BACKGROUND

The MDOT uses the MTS for testing the materials that are used in road and bridge construction. The current software supporting the system is Thermo Fisher Scientific’s LabManager which may no longer be able to be maintained or updated. In its place, the State will be upgrading to Thermo Fisher Scientific’s SampleManager software to support the MTS. It is understood that this is completely rewritten software and as such services are needed to make the transition from Thermo Fisher Scientific’s LabManager software to Thermo Fisher Scientific’s Sample Manager Software.

1.100 Scope of Work and Deliverables

1.101 IN SCOPE

The Contractor will provide the technical services in Exhibit A and any future services to support this project as requested by the State.

1.103 ENVIRONMENT

The links below provide information on the State’s Enterprise information technology (IT) policies, standards and procedures which includes security policy and procedures, eMichigan web development, and the State Unified Information Technology Environment (SUITE).

Contractors are advised that the State has methods, policies, standards and procedures that have been developed over the years. Contractors are expected to provide proposals that conform to State IT policies and standards. All services and products provided as a result of this RFP must comply with all applicable State IT policies and standards. Contractor is required to review all applicable links provided below and state compliance in their response.

Enterprise IT Policies, Standards and Procedures:

http://michigan.gov/dtmb/0,4568,7-150-56355_56579_56755---,00.html

All software and hardware items provided by the Contractor must run on and be compatible with the MDTMB Standard Information Technology Environment. Additionally, the State must be able to maintain software and other items produced as the result of the Contract. Therefore, non-standard development tools may not be used unless approved by MDTMB. The Contractor must request, in writing, approval to use non-standard software development tools, providing justification for the requested change and all costs associated with any change. The MDTMB Project Manager must approve any tools, in writing, before use on any information technology project.

It is recognized that technology changes rapidly. The Contractor may request, in writing, a change in the standard environment, providing justification for the requested change and all costs associated with any change. The State’s Project Manager must approve any changes, in writing, and MDTMB, before work may proceed based on the changed environment.

Enterprise IT Security Policy and Procedures:

http://www.michigan.gov/documents/dmb/1310_183772_7.pdf http://www.michigan.gov/documents/dmb/1310.02_183775_7.pdf http://www.michigan.gov/documents/dmb/1325_193160_7.pdf http://www.michigan.gov/documents/dmb/1335_193161_7.pdf http://www.michigan.gov/documents/dmb/1340_193162_7.pdf

The State’s security environment includes:

MDTMB Single Login.

MDTMB provided SQL security database.

Secured Socket Layers.

SecureID (State Security Standard for external network access and high risk Web systems)

MDTMB requires that its single - login security environment be used for all new client-server software development. Where software is being converted from an existing package, or a client-server application is being purchased, the security mechanism must be approved in writing by the State’s Project Manager and MDTMB Office of Enterprise Security.

Any additional Agency specific security requirements above and beyond the enterprise requirements and standard terms and conditions stated in Article 2 must be provided as part of the Agency Specific Technical Environment.

IT eMichigan Web Development Standard Tools:

http://www.michigan.gov/documents/som/Look_and_Feel_Standards_302051_7.pdf

The State Unified Information Technology Environment (SUITE):

Includes standards for project management, systems engineering, and associated forms and templates – must be followed: http://www.michigan.gov/suite

Agency Specific Technical Environment

The DTMB/MDOT Standard Information Technology Environment consists of the Desktop Environment, Project Management Tools, the Business System Development Environment, the Web / Intranet Site and Application Development Environment, the Security Environment, and the Network Environment. These environments include but are not limited to the following identified IT tools:

http://www.michigan.gov/documents/dmb/1310_183772_7.pdf http://www.michigan.gov/documents/dmb/1310.02_183775_7.pdf http://www.michigan.gov/documents/dmb/1325_193160_7.pdf http://www.michigan.gov/documents/dmb/1335_193161_7.pdf http://www.michigan.gov/documents/dmb/1340_193162_7.pdf http://www.michigan.gov/documents/som/Look_and_Feel_Standards_302051_7.pdf http://www.michigan.gov/suite

Window XP Desktop Environment

• Microsoft Office/Office Professional, XP

• Microsoft Outlook 2003

• Microsoft Internet Explorer 8.0

• Mozilla Firefox 3.x

• Oracle NetServices 10.2 and 11.2

• Adobe Acrobat

Project Management Tools

• Clarity 8.1

• Microsoft Project 2002 +

Development Languages, Tools

• JDK 1.4, 5, 6

• J2EE 1.4, JEE 5

o Spring Framework Suite 2.x, 3.x

• DOJO JavaScript Framework 1.1 and higher

• Struts 1.x

• Hibernate 2.x, 3.x

• Direct Web Remoting

• Apache CXF o Apache Maven o Nexus (Maven Repository Manager) o Hudson (Continuous Integration Server)

• JBoss JBPM 3.x, 4.x

• JBoss Rules 4.x, 5.x

• JavaScript, JQuery

• XML

• HTML

• CSS

• AJAX

• Microsoft .NET 2.x, 3.x, 4.x

• C#

• ASP.NET

• ColdFusion 7.x, 8.x

• IBM Rational Application Developer 7

• JBoss Developer Studio

• IBM Rational Suite 2003

• Microsoft Visual Studio 2008

• Eclipse, CFEclipse

• Serena Dimensions CM, Subversion

• Serena Business Mashups

• Erwin - Data Modeling

• Toad for Oracle 10.0

• Enterprise application Studio (PowerBuilder 9.x PowerJ 3.x, PowerSite) o Sybase PowerBuilder Enterprise

Web/Application Servers

• Apache 2.x

• IBM Http Server 6.x

• Websphere Application Server 6.1

• JBoss SOA Platform 5.0

• Microsoft Internet Information Server 6, 7

• Cold Fusion, 8

• Enterprise Application Server 3.x (Jaguar CTS 3.x, PowerDynamo)

Database Server

• Oracle 11.2

Web Content Management

• Vignette Content Manager, version 6+

Document Management

• IBM FileNET

• Bentley ProjectWise

• Adobe Acrobat version 6.0 +

Electronic Forms:

• Presentation: Adobe Acrobat version 6.0 +

• FileNET eForms for document management

Testing Environment

• HP LoadRunner 9.5

• HiSoftware Accverify 10

• Freedom Scientific JAWS 11

Security Environment

• Java J2EE Security

• IBM Tivoli Single Sign On

• SSL

• SecureID (State Security Standard for external network access and high risk Web systems)

Operating Systems

• Windows 2003, 2008

• Sun Solaris 10

• Netware 6.5

Network Environment / Hardware

• Cisco Routers

• Dell, Sun, HP, IBM servers

• Citrix ICA Client

• Citrix Metaframe

1.104 Work And Deliverable

Contractor will provide technical services to leverage the State’s current Materials Testing System (MTS) by upgrading Thermo Fisher Scientific’s LabManager software to Thermo Fisher Scientific’s SampleManager software as defined in Exhibit A.

The Contractor may be required to provide additional as-needed technical services. The State is not obligated to execute the Contract for the full amount of spending authority for future services.

Future services to meet new requirements may result from any or all of the following examples:

A. New State policy requirements, B. New Federal regulations, or C. New technology requested by the State.

The Contractor must be able to respond with costs and timelines to all requests to meet future need.

Future services must be dependent upon mutually agreed-upon statement(s) of work between the Contractor and the State of Michigan. Once agreed to, the Contractor must not be obliged or authorized to commence any work to implement a statement of work until authorized via a purchase order issued against this Contract.

Each Statement of Work will include:

1. Background

2. Project Objective

3. Scope of Work

4. Deliverables

5. Acceptance Criteria

6. Project Control and Reports

7. Specific Department Standards

8. Cost/Rate

9. Payment Schedule

10. Project Contacts

11. Agency Responsibilities

12. Location of Where the Work is to be performed

13. Expected Contractor Work Hours and Conditions

1.200 Roles and Responsibilities

1.201 CONTRACTOR STAFF, ROLES, AND RESPONSIBILITIES

A. Contractor Staff The Contractor will provide sufficient qualified staffing to satisfy the deliverables of Exhibit A and future services agreed upon.

Contractor did not require subcontractors upon Contract execution. If, the Contractor requires subcontractors, the Contractor will inform the state and include the firm name, address, contact person, and a complete description of the work to be contracted.

The Contractor must replace all employees whose work was found to be unsatisfactory as determined by the DTMB project manager within five (5) business days of notification.

The Contractor will provide, and update when changed, an organizational chart indicating lines of authority for personnel involved in performance of this Contract and relationships of this staff to other programs or functions of the firm. This chart must also show lines of authority to the next senior level of management and indicate who within the firm will have prime responsibility and final authority for the work.

Single Point of Contact (SPOC) The Contractor has identified Joe Thompson a SPOC. The duties of the SPOC shall include, but not be limited to:

• supporting the management of the Contract,

• facilitating dispute resolution, and

• advising the State of performance under the terms and conditions of the Contract.

The State reserves the right to require a change in the current SPOC if the assigned SPOC is not, in the opinion of the State, adequately serving the needs of the State.

Key Personnel – Attachment A The Contractor will provide a project manager/technical lead to interact with the designated personnel from the State to insure a smooth transition to the upgraded software. The project manager/technical lead will coordinate all of the activities of the Contractor personnel assigned to the project and create all reports required by State. The Contractor's project manager/technical lead responsibilities include, at a minimum:

Manage all defined Contractor responsibilities in this Scope of Services.

Manage Contractor’s subcontractors, if any Develop the project plan and schedule, and update as needed Serve as the point person for all project issues Coordinate and oversee the day-to-day project activities of the project team Assess and report project feedback and status Escalate project issues, project risks, and other concerns Review all project deliverables and provide feedback Proactively propose/suggest options and alternatives for consideration Utilize change control procedures Prepare project documents and materials Manage and report on the project’s budget

The State reserves the right to interview all Key Personnel and to approve their assignment.

The State reserves the right to designate additional Key Personnel to be provided by the Contractor. At the State’s discretion, the State may request staff qualifications.

B. On Site Work Requirements

1. Location of Work On-site work will be performed at the following location:

MDOT C&T (Construction and Technology) Building 8885 Ricks Rd.

Dimondale, MI

The Contract may be able to perform work off site as agreed upon by the State.

2. Hours of Operation:

a. Normal State working hours are 8:00 a.m. to 5:00 p.m. EST, Monday through Friday, with work performed as necessary after those hours to meet project deadlines. No overtime will be authorized or paid.

b. The State is not obligated to provide State management of assigned work outside of normal State working hours. The State reserves the right to modify the work hours in the best interest of the project.

c. Contractor shall observe the same standard holidays as State employees. The State does not compensate for holiday pay.

3. Travel:

a. No travel or expenses will be reimbursed. This includes travel costs related to training provided to the State by Contractor.

b. Travel time will not be reimbursed.

4. Additional Security and Background Check Requirements:

The Contractor may be requested to present certifications evidencing satisfactory Michigan State Police Background checks ICHAT and drug tests for all staff identified for assignment to this project.

In addition, proposed Contractor personnel may be required to complete and submit an RI-8 Fingerprint Card for the National Crime Information Center (NCIC) Finger Prints, if required by project.

Contractor will pay for all costs associated with ensuring their staff meets all requirements.

1.202 STATE STAFF, ROLES, AND RESPONSIBILITIES

The State may provide the following resources for the Contractor’s on-site use, as determined necessary by the State. These may include:

• Work space Desk Telephone PC workstation Network Access as necessary

The Contractor is responsible for the return of all State issued equipment in the same condition as when provided by the State, reasonable wear and tear expected, upon Contractor staff release from the project.

The State reserves the right to inspect and scan any equipment supplied by the Contractor that will be connected to the State’s network.

The State project team will consist of Executive Subject Matter Experts (SME’s), project support, and a MDTMB and Agency project manager:

Executive Subject Matter Experts The Executive Subject Matter Experts representing the business units involved will be responsible for providing details on specific MTS requirements and laboratory workflows. They shall be available on an as needed basis. The Executive SME’s will be empowered to:

Resolve project issues in a timely manner Review project plan, status, and issues

Resolve deviations from project plan Provide acceptance sign-off Utilize change control procedures Ensure timely availability of State resources Make key implementation decisions, as identified by the Contractor’s project manager, within 48-hours of their expected decision date.

Name Agency/Division Blaine Dinsmore DTMB Ken Bump DTMB John Kalanquin DTMB

State Project Manager(s) - (DTMB and Agency) The State’s project managers will be responsible for the day-to-day management of the project that includes schedule, budget, scope and quality management. The State’s project manager will act as the main point of contact for the Contractor’s project manager/technical lead.

The State’s Project Manager will provide the following services:

Provide State facilities, as needed Coordinate the State resources necessary for the project Facilitate coordination between various external Contractors Facilitate communication between different State departments/divisions Provide acceptance and sign-off of deliverable/milestone Review and sign-off of timesheets and invoices Resolve project issues Escalate outstanding/high priority issues Utilize change control procedures Conduct regular and ongoing review of the project to confirm that it meets original objectives and requirements Document and archive all important project decisions Arrange, schedule and facilitate State staff attendance at all project meetings.

Name Agency/Division Title Deb Mosher DTMB Project Manager Tim Stallard MDOT Project Manager

MDTMB shall provide a Contract Administrator whose duties shall include, but not be limited to, supporting the management of the Contract.

Name Agency/Division Title Whitnie Zuker DTMB Contract Administrator

1.203 OTHER ROLES AND RESPONSIBILITIES

The following additional State individuals will be assigned to this Contract:

• Project Manager – responsible for the day-to-day management of the project that includes schedule, budget, scope and quality management. Acts as the main point of contact for the Thermo engagement manager.

• Subject Matter Experts (SMEs) – responsible for providing details on specific LIMS requirements and laboratory workflows.

• IT Analysts - responsible for providing details on the infrastructure that supports the production LIMS.

Personnel with capability to perform SampleManager configuration activities in order to fulfill MDOT’s commitment to the project.

1.300 Project Plan

See Exhibit A.

1.301 PROJECT PLAN MANAGEMENT

Specific project plans requirements may be defined within individual Statements of Work.

1.302 REPORTS

Specific reporting requirements will be defined within individual Statements of Work.

1.400 Project Management

See Exhibit A.

1.401 ISSUE MANAGEMENT

An issue is an identified event that if not addressed may affect schedule, scope, quality, or budget.

The Contractor shall maintain an issue log for issues relating to the provision of services under this Contract.

The issue management log must be communicated to the SOM Project Manager on an agreed upon schedule, with e-mail notifications and updates. The issue log must be updated and must contain the following minimum elements:

1. Description of issue.

2. Issue identification date.

3. Responsibility for resolving issue.

4. Priority for issue resolution (to be mutually agreed upon by the SOM and the Contractor).

5. Resources assigned responsibility for resolution.

6. Resolution date.

7. Resolution description.

Once the Contractor or the SOM has identified an issue, the Contractor shall follow these steps:

1. Immediately communicate the issue in writing to the SOM Project Manager.

2. The Contractor will log the issue into an issue tracking system.

3. Identify what needs to be done and resources needed to correct the issue.

4. Receive approval from the SOM Project Manager for appropriate action.

5. Keep SOM Project Manager and appropriate parties informed on status of issue based on frequency established by the SOM Project Manager.

6. At least monthly provide a listing of all issues with their current status, deadlines to correct and actual dates of completion that have occurred to the SOM Project Manager.

Issues shall be escalated for resolution from level 1 through level 3, as defined below:

Level 1 – Business Leads Level 2 – Project Manager Level 3 – Executive Subject Matter Experts (SMEs)

1.402 RISK MANAGEMENT

A risk is an unknown circumstance or event that, if it occurs, may have a positive or negative impact on the project.

The Contractor is responsible for establishing a risk management plan and process, including the identification and recording of risk items, prioritization of risks, definition of mitigation strategies, monitoring of risk items, and periodic risk assessment reviews with the SOM.

The risk management plan will be developed during the initial planning phase of the project. Once both parties have agreed to the format of the plan, it shall become the standard to follow for the duration of the contract.

The plan must be updated bi-weekly, or as agreed upon. The Contractor will work with the SOM and allow input into the prioritization of risks.

The Contractor is responsible for identification of risks for each phase of the project. Mitigating and/or eliminating assigned risks will be the responsibility of the Contractor. The SOM will assume the same responsibility for risks assigned to them.

1.403 CHANGE MANAGEMENT

See Exhibit A.

Change management is defined as the process to communicate, assess, monitor, and control all changes to system resources and processes. The State also employs change management in its administration of the Contract.

If a proposed contract change is approved by the Agency, the DTMB Program Administrator will submit a request for change to the Department of Technology, Management and Budget, Procurement Buyer, who will make recommendations to the Director of DTMB-Procurement regarding ultimate approval/disapproval of change request. If the DTMB Procurement Director agrees with the proposed modification, and all required approvals are obtained (including State Administrative Board), the DTMB-Procurement Buyer will issue an addendum to the Contract, via a Contract Change Notice. Contractors who provide products or services prior to the issuance of a Contract Change Notice by the DTMB-Procurement risk non-payment for the out-of-scope/pricing products and/or services.

The Contractor must employ change management procedures to handle such things as “out-of-scope” requests or changing business needs of the State while the migration is underway.

The Contractor will employ the change control methodologies to justify changes in the processing environment, and to ensure those changes will not adversely affect performance or availability.

1.500 Acceptance

1.501 CRITERIA

In addition to Section 14, Acceptance, of the Professional Services Terms and Conditions, the State will accept or reject each deliverable identified in Exhibit A as they are delivered.

1.600 Compensation and Payment

1.601 COMPENSATION AND PAYMENT

Method of Payment

Cost Table (Attachment B) Table 1 Prices will be made on a milestone basis. Milestone Payments will be made on completion and acceptance of specified deliverables.

Cost Table (Attachment B) Table 2 For future services, payments may be made on a not-to-exceed hourly rate based on skill sets that can be utilized for future work projects. The State reserves the right to determine whether payment shall be made on a not to exceed firm fixed-hourly rate basis, or on completion and acceptance of specified deliverables for future enhancements. The parties agree that the Services/Deliverables to be rendered by Contractor pursuant to this Contract (and any future amendments of it) will be defined and described in detail in a SOW. Once agreed to, the Contractor must not be obliged or authorized to commence any work to implement a SOW until authorized via a purchase order issued against the Contract.

Each Statement of Work (SOW) will include:

1. Background

2. Project Objective

3. Scope of Work

4. Deliverables

5. Acceptance Criteria

6. Project Control and Reports

7. Specific Department Standards

8. Cost/Rate

9. Payment Schedule

10. Project Contacts

11. Agency Responsibilities

12. Location of Where the Work is to be performed

13. Expected Contractor Work Hours and Conditions

Payments will be paid no more than monthly.

The Contractor will not be paid for any costs attributable to corrections of any errors or omissions that have been determined by the DTMB Project Manager to be caused by the Contractor.

Travel The State will not pay for any travel expenses, including hotel, mileage, meals, parking, etc. Travel time will not be reimbursed.

Notification of Price Reductions If Contractor reduces its prices for any of the services during the term of this Contract, the State shall have the immediate benefit of such lower prices for new purchases. Contractor shall send notice to the DTMB Procurement Buyer with the reduced prices within fifteen (15) Business Days of the reduction taking effect.

Issuance of Purchase Orders (PO) Contractor shall not be obliged or authorized to commence any work orders until authorized via a PO issued against this Contract. Contractor shall perform in accordance with this Contract, including the Statements of Work/Vendor Proposal/Purchase Orders executed under it.

Invoicing Contractor will submit properly itemized invoices to

DTMB – Financial Services Accounts Payable P.O. Box 30026 Lansing, MI 48909 or DTMB-Accounts-Payable@michigan.gov

Invoices must provide and itemize:

• Contract number;

• Purchase Order number

• Contractor name, address, phone number, and Federal Tax Identification Number;

• Description of service;

• State Project Manager name

• Date(s) of delivery;

• Rate;

• Total invoice price; and

• Payment terms, including any available prompt payment discount.

Incorrect or incomplete invoices will be returned to Contractor for correction and reissue.

1.602 HOLDBACK - RESERVED

mailto:DTMB-Accounts-Payable@michigan.gov

Professional Services Terms and Conditions

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

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

Contractor must: (a) perform the Contract Activities in a timely, professional, safe, and workmanlike manner consistent with standards in the trade, profession, or industry; (b) meet or exceed the performance and operational standards, and specifications of the Contract; (c) provide all Contract Activities in good quality, with no material defects; (d) not interfere with the State’s operations; (e) obtain and maintain all necessary licenses, permits or other authorizations necessary for the performance of the Contract; (f)…