ServiceLogix+Amendment+25+and+SOWs+-+signed.pdf
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- Attached to
- IT - CAPS (WSI Only)
- Contract number
- 136-SERV
- Issued by
- North Dakota
About this file
This document is a Contract Amendment (Amendment Number 25) between the State of North Dakota, specifically its Workforce Safety and Insurance (WSI) agency, and ServiceLogix, Inc., a Colorado corporation. The amendment pertains to the Claims and Policy System (CAPS) Program and myWSI Program, Contract #136, and involves multiple government entities including the North Dakota Information Technology Department.
The amendment increases the contractual amount from $27,027,743 to $31,020,476, an increase of $3,992,733, with billing at a Time and Materials rate of $140 per hour. The scope of work includes implementing CAPS Release 13 ($1,742,000), myWSI Release 9 ($1,198,000), and ongoing maintenance and operations support ($986,000). The contract term was extended to June 30, 2026, with one renewal and one extension option remaining. The amendment covers multiple technical services such as project management, business analysis, quality assurance, development, application architecture support, and database services for system releases and production support, including configuration management optimization, software enhancements, and load and stress testing.
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CONTRACT AMENDMENT
CONTRACT NAME AND NUMBER: Claims and Policy System (CAPS) Program and myWSI Program #136 AMENDMENT NUMBER 25
This amendment 25 is made to the Claims and Policy System (CAPS) Program and myWSI Program # 136 (Contract) between the State of North Dakota, acting through its Workforce Safety and Insurance (STATE), and ServiceLogix, Inc. (CONTRACTOR).
The parties agree to the following terms and conditions and expressly agree that if any of the following terms and conditions conflict with any of the terms and conditions of the Contract, then, notwithstanding any term in the Contract, the following terms and conditions govern and control the rights and obligations of the parties.
Whereas, 29 Merger and Modification, Conflict in Documents states “…This Contract may not be modified, supplemented or amended, in any manner, except by written agreement signed by both parties.”; therefore, the parties agree to amend the Contract as follows:
Section 2. Scope of Work is hereby amended to add the CAPS Program – Release 13 Statement of Work to provide project management, business analysis, quality assurance, development, application architecture support, and database services for the re-facing effort for Release 13 as laid out in the CAPS Release Plan.
This section is also hereby amended to add the myWSI Release 9 Statement of Work to provide project management, business analysis, quality assurance, development, application architecture support, and database services for the implementation of Release 9 as laid out in the myWSI Release Plan.
This section is also hereby amended to add the Production Support Statement of Work to provide maintenance, enhancements and support what was implemented in CAPS Releases 1-12 and myWSI Releases 1-8.
The attached Statements of Work shall be incorporated and considered part of the Contract upon signature by both STATE and CONTRACTOR.
Section 3. Compensation, a. Contractual Amount is hereby amended to increase the Contractual Amount from $27,027,743 to $31,020,476, an increase of $3,992,733. Billing for services will be at a Time and Materials rate of $140.00 per hour.
a. The increase includes $1,742,000 for services for CAPS Release 13 and $66,733 for travel expenses, for a total not to exceed amount of $1,808,733.
b. The increase also includes $1,198,000 for services for myWSI Release 9.
c. The increase also includes maintenance and operations support for CAPS and myWSI in the amount $986,000.
Section 5. Term of Contract.
The Contract term was renegotiated on June 21, 2023, for a period starting July 1, 2023 through June 30, 2025 with two (2) renewal options for twelve (12) months each and one
(1) extension option for up to twelve (12) months. The Contract expires on June 30, 2025.
The STATE hereby agrees to exercise its first twelve-month renewal option, so as to extend the expiration date of the Contract to June 30, 2026. The Contract has one renewal and one extension option remaining.
Section 17. Insurance. Insurance requirements are hereby amended as follows, listed by subsection:
Employer’s liability or “stop gap” insurance of not less than $2,000,000 as an endorsement on the workers compensation or commercial general liability insurance.
All other terms of the Contract remain in effect. This Contract Amendment is not effective until fully executed by all parties.
CONTRACTOR NAME
ServiceLogix, Inc.
BY:
Andrew Thomson
CEO
DATE:
STATE OF NORTH DAKOTA acting through its Workforce Safety and Insurance
STATE OF NORTH DAKOTA acting through its Information Technology Department
BY:
BY:
Art Thompson Greg Hoffman Director CFO & Deputy Chief Information Officer
Andrew Thomson (Jun 24, 2025 13:43 MDT) Andrew Thomson
06/24/2025
Art Thompson (Jun 24, 2025 17:45 CDT) Art Thompson
06/24/2025 06/25/2025 https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAARxWk5UOMRERbwkHUZJeP68H4SWe98YxS https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAARxWk5UOMRERbwkHUZJeP68H4SWe98YxS
Statement of Work Claims Release 13
This Statement of Work (“SOW”) is not effective until signed by both parties
Definitions
1) Deliverable: A deliverable is a document, an electronic file, program source code, a database schema, a physical database, a tested component, or any other of various artifacts or work products to be produced by ServiceLogix or by WSI as defined in the Scope of Work.
2) System: The collective software, configuration, and supporting artifacts that represent the entirety of the re-facing effort to move away from the current PowerBuilder client/server technology stack onto the new browser-based architecture as articulated in the Configuration Management Plan.
3) System Release: The deliverables created or modified in order to complete the scope as defined by this SOW.
4) Acceptance Plan: The set of artifacts inclusive of: requirements artifacts, global standards, test cases and scripts, test data, and test plans that formulate the process and objective measure of whether or not the System Release is functioning and meets the criteria to be deemed worthy for use in a production environment.
5) Acceptance:
The following shall represent how the System Release shall be accepted:
a. Subject matter experts and designated application users will define and author the Acceptance Plan in coordination with ServiceLogix project team members to establish the objective criteria from which a given release’s acceptance may occur. The Acceptance Plan shall be completed in advance of the System Release source code being promoted to the User Acceptance Test Environment.
b. The Acceptance Plan represents the set of objective criteria the release should fulfill in order to be accepted into production. The Acceptance Plan must express the same scope as the documented requirements expressed by the use cases and supporting artifacts. Variance in the Acceptance Plan from the requirements expressed by the use cases and supporting documentation will be treated as Change Control.
c. The release team will promote the System Release source code into the User Acceptance Test Environment and communicate to the Subject Matter Experts and designated application users/analyst(s) that the System Release is ready for formal user acceptance testing.
i. Deficiencies will be recorded, resolved, and verified using the enCorps issue tracking and artifact management tool. Deficiencies represent those specific System Release functional capabilities that do not function in accordance with the Acceptance Plan.
d. Acceptance of the System Software shall occur in the following circumstances:
i. The System Release meets the criteria agreed upon by ServiceLogix and WSI project team members and designated business users/analyst(s) as documented in the Acceptance Plan and demonstrates sufficient stability to be deemed production ready OR
ii. the System Release is put into production use OR
iii. the System Release is promoted to the User Acceptance Test Environment and 10 business days have elapsed without any notification of System Release Deficiencies.
Conflicts
The parties agree that the Agreement shall always supersede any interpretation of this SOW.
Scope of Work (“Scope”)
WSI and ServiceLogix have agreed upon a scope of the SOW to be as follows:
1) Configuration Management Optimization
The services required to support the ongoing optimization and configuration of the tools and processes identified in the Configuration Management Plan version 23 dated November 18th, 2019 (stored in enCorps) working in conjunction with WSI and ITD resources.
2) New Use Case – Claim Reserves
The services required to support the production ready enhancements associated with this use case including:
Reserves Summary Reserve Modifications Reserve Approvals Reserve History Integration with Work Manager Integrations with Forms
3) New Use Case – Claim Settlements
The services required to support the production ready enhancements associating with this use case including:
Settlement Creation Settlement Modification
Settlement Approvals Settlement History Integration with Work Manager Integrations with Forms
4) New Use Case – Claim Financial Summary and/or Special Investigations Unit (SIU)
The services required to support the production ready enhancements to implement displaying financial summary information about the claim including but not limited to admissions, payments, overpayments, and reserves.
And/or the services required to support the production ready enhancements to implement SIU to extend the functional capabilities of SIU beyond Release 12 to also support Claims related investigations and referrals.
It will be determined prior to Prototyping if SIU functionality is to be delivered alongside or instead of Claim Financial Summary.
5) New Use Cases – InfoPath Forms / Internal Notepad Forms - TBD
The services required to support the production ready enhancements to add a subset of additional InfoPath or current manual forms to the CAPS internal notepad forms tool as needed including:
CR22914 – Add Settlement Stipulation Authorization Form (P19)
6) New Use Case – myWSI Administrative Facilities
The services required support the production ready enhancements to port all existing myWSI Administrative Capabilities to CAPS from myWSI.
7) Identified CAPS Change Requests
The services required to support the production ready enhancements for the following:
CAPS Ergo-related enhancements CR 22713 – Add Legal Referral (P30) to Business LE
8) Refactor Code and Architecture
The nature of any major software development effort demands that ongoing “refactoring” is employed to ensure code maintainability and architectural consistency. New problem resolutions, new methods, and ongoing software evolution will demand periodic restructuring of code and harvesting of reusable components to increase overall system longevity as well as coding and operational efficiency. ServiceLogix will produce the necessary analysis, documentation, software components, and configuration deliverables required to implement necessary code refactoring to meet aforementioned objectives.
9) Phase 4 - Release 14 Preparation
The services required to perform initial detailed planning, analysis, prototypes, and requirements activities.
10) Load & Stress Test Release 13
ServiceLogix will design, script, and implement the load and stress tests utilizing the CERT web server and database environments.
a. ServiceLogix will provide the following metrics within each load/stress test run:
i. Click time - the time from when the request is sent to the server to when the simulated user receives the last packet of data for that request.
ii. Hits per Second - the overall rate at which the test was completing requests.
iii. Error counts – the count of errors generated by the web server and/or network causing a given client request to fail.
iv. Web Server Utilization – the utilization encountered on the web server expressed as usage of CPU and Memory
v. Oracle Database Utilization – the utilization encountered on the Oracle database server instance as expressed by available performance monitoring tools for the database.
b. ServiceLogix will execute two series of three load tests to measure normal, peak, and ramped scenarios while observing client, web server, and database server performance metrics.
c. ServiceLogix will also execute one series of three stress tests to measure when performance will begin to deteriorate because of overall load on the web server and/or database server.
d. All tests will be scripted and performed using a client-side ‘headless’ load generation tool.
e. All tests will be scaled to the relative size of the available resources within the CERT test environment.
Change Control
Changes will be recorded and reviewed using the enCorps issue tracking and artifact management tool. Changes that do not affect cost and/or schedule, will be addressed according to the “Change Request lifecycle” as described in the Configuration Management Plan. Changes represent those specific System Release functional capabilities deemed necessary for Acceptance but are outside of the scope.
“Major Changes,” those that affect cost and/or schedule defined herein shall follow the process defined in Section 22. Project Management, b. Integrated Change Control Process of the Contract.
Cost
ServiceLogix will complete the work associated with this SOW for $1,742,000.00 dollars on a time and materials plus travel expenses basis as defined in Section 3. Compensation, d. Travel of the Contract Amendment Number 25 Expenses are estimated at $66,733.00.
This assumes acceptance of the System Release will occur in accordance with the release schedule (included in appendix I of the Claims and Policy System (CAPS) Program Plan) and the Acceptance Plan as defined in this Statement of Work. This cost may be amended in accordance with the Integrated Change Control Process as outlined in the Contract.
“WSI”
Workforce Safety and Insurance 1600 E. Century Ave Bismarck ND, 58503-0649
By:
Name:
Title:
Dated:______________________________
“SERVICELOGIX”
a Colorado corporation.
Title:
Dated:_______________________________
Andrew Thomson
CEO
06/24/2025
Art Thompson (Jun 24, 2025 17:45 CDT) Art Thompson
Art Thompson Director 06/24/2025 myWSI Program
Release 9
This Statement of Work (“SOW”) is not effective until signed by both parties.
1) Deliverable: A deliverable is a document, an electronic file, program source code, a database schema, a physical database, a tested component, or any other of various artifacts or work products to be produced by ServiceLogix or by
2) System: The collective software, configuration, and supporting artifacts that represent the entirety of the external site release functionality introduced and deployed as articulated in the Configuration Management Plan.
3) System Release: The deliverables created or modified in order to complete the scope as defined by this SOW.
4) Acceptance Plan: The set of artifacts inclusive of requirements artifacts, global standards, test cases and scripts, test data, and test plans that formulate the process and objective measure of whether or not the System Release is
a. Subject matter experts and designated application users will define and author the Acceptance Plan in coordination with ServiceLogix project team members to establish the objective criteria from which a given release’s acceptance may occur. The Acceptance Plan shall be completed in advance of the System Release
b. The Acceptance Plan represents the set of objective criteria the release should fulfill in order to be accepted into production. The Acceptance Plan must express the same scope as the documented requirements expressed by the use cases and supporting artifacts. Variance in the Acceptance Plan from the requirements expressed by the
c. The release team will promote the System Release source code into the User Acceptance Test Environment and communicate to the Subject Matter Experts and designated application users/analyst(s) that the System
i. Deficiencies will be recorded, resolved, and verified using the enCorps issue tracking and artifact management tool. Deficiencies represent those specific System Release functional capabilities that do
i. The System Release meets the criteria agreed upon by ServiceLogix and WSI project team members and designated business users/analyst(s) as documented in the Acceptance Plan and demonstrates sufficient stability to be deemed production ready OR
ii. the System Release is put into production use OR
iii. the System Release is promoted to the User Acceptance Test Environment and 10 business days have
The services required to support the ongoing optimization and configuration of the tools and processes identified in the Configuration Management Plan version 23 dated November 18th, 2019 (stored in enCorps) working in conjunction with
2) New Use Case – Online First Report of Injury (OFROI)
The services required to implement the production ready enhancements for Online First Report of Injury including:
Demographic and Injury Related Data Capture Integration with CAPS system, Work Manager, and Forms utilities Responsive design for a mobile viewport
3) Forms Submission
The services required to implement production ready enhancements for online forms submission for the injured employee and delegates in accordance with current global standards, architecture, and UX needs (including responsive design for mobile viewports). Forms to be included will be determined prior to and during Prototyping (up to 27 forms).
4) SMS / Text Notification Enhancements
The services required to implement production ready enhancements for injured employee notifications via SMS/text and myWSI messages.
5) askWSI enhancements
The services required to implement production ready enhancements for askWSI, the majority of which to support new injured employee myWSI functional capabilities.
6) Ergo enhancements for Employers
The services required to implement production ready enhancements for myWSI to support new safety programs enhancements.
7) UI/UX Services
The services required to analyze and provide design recommendations for myWSI User Interface and User Experience.
8) Refactor Code and Architecture
The nature of any major software development effort demands that ongoing “refactoring” is employed to ensure code maintainability and architectural consistency. New problem resolutions, new methods, and ongoing software evolution will demand periodic restructuring of code and harvesting of reusable components to increase overall system longevity as well as coding and operational efficiency. ServiceLogix will produce the necessary analysis, documentation, software components, and configuration deliverables required to implement necessary code refactoring to meet aforementioned objectives.
9) Load & Stress Test
ServiceLogix will design, script, and implement the load and stress tests utilizing the CERT web server and database environments.
Changes will be recorded and reviewed using the enCorps issue tracking and artifact management tool. Changes that do not affect cost and/or schedule, will be addressed according to the “Change Request lifecycle” as described in the Configuration Management Plan. Changes represent those specific System Release functional capabilities deemed necessary for Acceptance, but are outside of the scope.
“Major Changes,” those that affect cost and/or schedule defined herein shall follow the process defined in Section 22. Project Management, b. Integrated Change Control Process of the Contract.
Assumptions
No further releases as major releases are anticipated for the myWSI Program. All future enhancements will be delivered through WSI’s maintenance processes and supported by ServiceLogix in the next ServiceLogix SOW for Production Support.
Cost
ServiceLogix will complete the work associated with this SOW for $1,198,000.00 dollars on a time and materials plus travel expenses basis as defined in Section 3. Compensation, d. Travel of the Contract Amendment Number 21. There are no anticipated travel expenses for this release.
This assumes acceptance of the System Release will occur in accordance with the release schedule (included in the appendix I of the Claims and Policy System (CAPS) Program Plan) and the Acceptance Plan as defined in this Statement of Work. This cost
Title:
Andrew Thomson
CEO
06/24/2025
Art Thompson (Jun 24, 2025 17:45 CDT) Art Thompson
Art Thompson Director 06/24/2025
Release 13 / myWSI Release 9
Production Support
This Statement of Work (“SOW”) is not effective until signed by both parties
1) Deliverable: A deliverable is a document, an electronic file, program source code, a database schema, a physical database, a tested component, or any other of various artifacts or work products to be produced by ServiceLogix or by
2) System: The collective software, configuration, and supporting artifacts that represent the entirety of the re-facing effort to move away from the current PowerBuilder client/server technology stack onto the new browser-based architecture as articulated in the Configuration Management Plan.
3) System Release: The deliverables created or modified in order to complete the scope as defined by this SOW.
4) Acceptance Plan: The set of artifacts inclusive of requirements artifacts, global standards, test cases and scripts, test data, and test plans that formulate the process and objective measure of whether or not the System Release is
a. Subject matter experts and designated application users will define and author the Acceptance Plan in coordination with ServiceLogix project team members to establish the objective criteria from which a given release’s acceptance may occur. The Acceptance Plan shall be completed in advance of the System Release
b. The Acceptance Plan represents the set of objective criteria the release should fulfill in order to be accepted into production. The Acceptance Plan must express the same scope as the documented requirements expressed by the use cases and supporting artifacts. Variance in the Acceptance Plan from the requirements expressed by the
c. The release team will promote the System Release source code into the User Acceptance Test Environment and communicate to the Subject Matter Experts and designated application users/analyst(s) that the System
i. Deficiencies will be recorded, resolved, and verified using the enCorps issue tracking and artifact management tool. Deficiencies represent those specific System Release functional capabilities that do
i. The System Release meets the criteria agreed upon by ServiceLogix and WSI project team members and designated business users/analyst(s) as documented in the Acceptance Plan and demonstrates sufficient stability to be deemed production ready OR
ii. the System Release is put into production use OR
iii. the System Release is promoted to the User Acceptance Test Environment and 10 business days have
The services required to support the ongoing optimization and configuration of the tools and processes identified in the Configuration Management Plan version 23 dated November 18th, 2019 (stored in enCorps) working in conjunction with
2) CAPS and myWSI Production Support, Enhancements, Knowledge Transfer, Mentoring, and Opal Training
The services required to provide production support (issue research and resolution) and software enhancements as well as ongoing knowledge transfer, mentoring, and formal Opal training as needed.
Changes will be recorded and reviewed using the enCorps issue tracking and artifact management tool. Changes that do not affect cost and/or schedule, will be addressed according to the “Change Request lifecycle” as described in the Configuration Management Plan. Changes represent those specific System Release functional capabilities deemed necessary for Acceptance, but are outside of the scope.
“Major Changes,” those that affect cost and/or schedule defined herein shall follow the process defined in Section 22. Project Management, b. Integrated Change Control Process of the Contract.
Cost
ServiceLogix will complete the work associated with this SOW for $986,000.00 dollars on a time and materials plus travel expenses basis as defined in Section 3. Compensation. There are no anticipated travel expenses.
This assumes acceptance of the System Release will occur in accordance with the release schedule (included in the appendix I of the Claims and Policy System (CAPS) Program Plan) and the Acceptance Plan as defined in this Statement of Work. This cost
Title:
Andrew Thomson
CEO
06/24/2025
Art Thompson (Jun 24, 2025 17:45 CDT) Art Thompson
Art Thompson Director 06/24/2025
ServiceLogix Amendment 25 and SOWs Final Audit Report 2025-06-25
Created: 2025-06-24
By: Jennifer Kunz (jlkunz@nd.gov)
Status: Signed
Transaction ID: CBJCHBCAABAARxWk5UOMRERbwkHUZJeP68H4SWe98YxS
"ServiceLogix Amendment 25 and SOWs" History Document created by Jennifer Kunz (jlkunz@nd.gov) 2025-06-24 - 6:44:39 PM GMT- IP address: 165.234.248.3
Document emailed to jthomson@servicelogix.com for signature
2025-06-24 - 6:55:45 PM GMT
Email viewed by jthomson@servicelogix.com 2025-06-24 - 7:38:48 PM GMT- IP address: 24.128.87.21
Signer jthomson@servicelogix.com entered name at signing as Andrew Thomson 2025-06-24 - 7:43:38 PM GMT- IP address: 24.128.87.21
Document e-signed by Andrew Thomson (jthomson@servicelogix.com) Signature Date: 2025-06-24 - 7:43:40 PM GMT - Time Source: server- IP address: 24.128.87.21
Document emailed to arthompson@nd.gov for signature
2025-06-24 - 7:43:42 PM GMT
Email viewed by arthompson@nd.gov 2025-06-24 - 10:44:32 PM GMT- IP address: 75.217.209.118
Signer arthompson@nd.gov entered name at signing as Art Thompson 2025-06-24 - 10:45:35 PM GMT- IP address: 75.217.209.118
Document e-signed by Art Thompson (arthompson@nd.gov) Signature Date: 2025-06-24 - 10:45:37 PM GMT - Time Source: server- IP address: 75.217.209.118
Document emailed to Greg Hoffman (gahoffman@nd.gov) for signature
2025-06-24 - 10:45:38 PM GMT
Email viewed by Greg Hoffman (gahoffman@nd.gov) 2025-06-25 - 5:51:30 PM GMT- IP address: 104.47.65.254
Document e-signed by Greg Hoffman (gahoffman@nd.gov) Signature Date: 2025-06-25 - 5:51:39 PM GMT - Time Source: server- IP address: 165.234.248.3
Agreement completed.
2025-06-25 - 5:51:39 PM GMT
| CONTRACT AMENDMENT |
| CONTRACT NAME AND NUMBER: Claims and Policy System (CAPS) Program and myWSI Program #136 AMENDMENT NUMBER 25 |
| 2025-06-25T17:51:43+0000 | |
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