Amendment+3-CATCH+Intelligence_SIGNED.pdf

CONTRACT AMENDMENT

CONTRACT NAME AND NUMBER: STRATEGIC ASSESSMENTS #146

AMENDMENT NUMBER: 3

This amendment is made to Strategic Assessments #146 (Contract) between the State of North Dakota, acting through its Information Technology Department (STATE) in conjunction with the Office of Management and Budget, State Procurement Office (OMB SPO), and People Services Center, Inc. DBA CATCH Intelligence (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.

The parties agree to amend the Contract as follows:

Renewal and Extension Contract Section 5, Term of Contract. The Contract commenced on July 13, 2020 and ends on July 31, 2022 with up to three (3) options to renew the contract for a period of 12 months each.

The parties have agreed to renew the Contract for an additional 12 months; therefore, the contract is amended to change the expiration date to July 31, 2025. The Contract has no renewals remaining. The Contract can be extended for an additional 12 months.

Price Adjustment Exhibit B, Compensation Details. The Compensation Details are hereby amended as follows:

State of North Dakota Master Agreement Rates Remote Hourly Rate

On-site Hourly Rate

Jr. Application Developer and Jr. QA $103.97 $114.58 Application Developer, Jr. BI Developer, Jr. ETL Developer $119.88 $131.55 Senior Application Developer $147.47 $158.07 DBA and DBA Developer $147.47 $158.07 Project Manager $147.47 $158.07 Quality Assurance $147.47 $158.07 BI Developer $147.47 $158.07 System Administrator $158.07 $169.74 ETL Developer $158.07 $169.74 Senior Application Architect $158.07 $169.74 Data Architect/Enterprise Architect/Data Warehouse Architect/ETL Architect/BI Architect/ Scoping Analysis and Estimating $190.96 $202.63

Data Modeling $190.96 $202.63 Predictive/Data Science $190.96 $202.63 Data Governance $190.96 $202.63 Data Warehousing Project Manager $190.96 $202.63 Data Science Project Manager $190.96 $202.63 Master Data Management (MDM) & Data Quality Management (DQM) Enterprise Architect $267.80 $309.00

Value Added Option: Managed Services Agreement (MSA)

Managed Services Agreement (MSA): Covers training, application or report development or consulting, upgrades, 24/7 emergency service help, etc.

$71,070.00 per year

Mini Managed Services Agreement (Mini-MSA): Covers training, application or report development or consulting, upgrades, 24/7 emergency service help, etc.

$46,350.00 per year

Value Added Option: Software

Licenses for the C3D BI Suite: 5 Named User licenses, 5 Client Access Licenses.

CONTRACTOR BI Suite bundle of tools includes the front-end presentation layer of the CONTRACTOR solution, the BI Portal, Web Intelligence (WebI) for ad hoc, Query and Analysis and Dashboarding, Crystal Reports for Enterprise Reporting, and DashSpaces for dashboarding. Utilizing the C3D BI Suite affords lower pricing options for Microsoft Power BI. PowerBI and SSRS reporting can be integrated and supported.

Whether the data is reported and analyzed in WebI, Crystal, Excel, PDF, or Power BI, the reports and dashboards can be delivered through a common BI Portal interface.

The individual components of the C3D BI Suite include:

BI Portal: Using this tool, clients are able to present an

$25,000.00 per year for 3 year term intuitive Web-based BI Portal for all users to access BI content.

The BI Portal can also present Microsoft Power BI reports to users, as well as any document created with a Microsoft application (Word, Excel, etc.). The BI Portal provides role-based security access to all users. Report writers are able to schedule report delivery to client resources via PDF, Excel, the Web based interface.

Web Intelligence (WebI) Viewer: Built for optimized data visualization and discovery, this viewer is streamlined but powerful. The user is able to view documents and reports easily on desktop and mobile devices.

C3D Data Management Suite includes: Data Services (ETL), Data Quality (Data Cleansing), Information Steward (Data Governance), and Metadata Management capabilities.

These tools include ETL tools, Data Profiling tools, Data Quality and Cleansing tools, Data Governance tools, Metadata Management tools, Metapedia Glossary tools, and Data Warehouse Database tools. The CONTRACTOR Data Management Suite provides the following functionality:

1. Tier 1 ETL tool that automatically captures Metadata and provides self-generated documentation when developers design their data mappings and workflows. Metadata is stored in a repository that is shared with the front-end tools so benefits like Data Lineage and Impact Analysis can be delivered to the organization.

2. The ETL tool provides batch processing, change data capture and real time ETL processing. CONTRACTOR will balance requirements and needs and to design the right approach to meet the organization needs. The ETL solution also provides these capabilities: a) Data Lineage the ability to look at a report and see the lineage of where the calculations or transformations took place and to have trust and confidence in the data; b) Impact Analysis the ability to evaluate the impact of a table change to downstream applications.

Example: If I make this change to this table in the Data Warehouse, how many reports or dashboards am I going to impact?

3. Data Quality business rules can be created using Information Steward to enable your business analysts or data analysts to create business rules to score, profile, and build workflow processes to clean your data. Once these Data Quality business rules are created, they can be seamlessly integrated into your business and ETL processes using Data Quality transforms. When data is moved into the Data Warehouse, it will be cleaned, and errors will be passed via workflow to the business or IT to fix Data Quality problems and issues.

4. Data Quality can be implemented to support common Data Management needs and requirements merge, match, and deduplication functions are all available.

5. Data Stewards and IT can collaborate using common data profiling, data cleaning, metadata, and data cataloging via a

$75,562.50 per year for 3 year term

Metapedia so information can be organized for collaboration, use and sharing. Data Stewards can be empowered via secured access to their data elements so they can organize the data and define data elements for IT and other departments.

Security is robust to control who can make changes via access levels, but once the information is published, it can be made available for others to understand and use. The Metapedia integrates and consolidates data from various sources, linking business terms with data elements so businesspeople can better understand data definitions.

6. PowerDesigner is the leading Data Warehouse Modeling tool available on the market. CATCH provides this Modeling tool within the bundle to enable your team to design your Data Warehouse architecture. The modeling tool allows your architects and designers to complete mapping and auto-generate ETL, Metadata, Universes and other data objects that can be incorporated into your data landscape and Metadata repository. CATCH will also reuse Vertical Enterprise Data Warehouse (EDW) models and MDM models from previous engagements to accelerate your data modeling and Data Architecture work. (Technically this functionality is part of the C3D BI Suite bundle but functionally make sense to be listed under DM Tools)

7. Additional optional Data Quality and Data Management functions are also available and can be added to the standard bundle: a) Geo-coding to enhance addresses for enabling mapping of data to geographical maps. Zip plus four zip code extensions. NCOA US Address cleansing and changes are also available via a subscription service; b) CONTRACTOR typically leverages a database platform that the user prefers and is comfortable with. Microsoft SQL Server is often leveraged. CATCH also offers CATCH IQ is a data warehouse database platform that can reduce your data costs and significantly improve your analytics performance. The platform is designed to compress your data and optimize it for query processing and retrieval.

Enhancer Series: Query Platter, CMS Enhanced Auditing, Backup Butler, Universe Platter Bundled price:

Tools that can be purchased as a package (bundled) or separately to enhance functionality, including access from mobile devices, query and reporting capability of CMS system, the ability to back up individual components of the system $12,090.00 per year for a 3 year term (Universes, folder, sub-folders, groups and users), the ability to instantly document Universes and multi-source conversion.

Purchased separately:

$5,150.00 per year for a 3 year term

Value Added Option: Training SAP/BusinessObjects Training

Virtual or On-site training is available with a minimum of six (6) students up to eleven (11) total Crystal Reports/One day class $715.85 per student WebIntelligence (WebI)/One day class $612.85 per student Lumira/One day class $612.85 per student Universe/Two day class $1,442.00 per student

Microsoft Power BI Training Minimum of six (6) students committed to take a training class.

Microsoft Power BI / Two day class (Intro, Advanced or DAX) $1,236.00 per student

Additional mentoring or training $139.05 per hour

The price adjustment is effective on August 1, 2024.

All other terms of the Contract remain in effect. This Contract Amendment is not effective until fully executed by all parties.

EXECUTION

CONTRACTOR STATE OF NORTH DAKOTA

People Services Center, Inc. d/b/a CATCH Intelligence

Acting through its Information Technology Department

BY: BY:

Printed Name: Printed Name: Greg Hoffman

Title: Title: Chief Information Officer

Date: Date:

STATE OF NORTH DAKOTA

Acting through its Office of Management and Budget, State Procurement Office

BY:

Angie Scherbenske

IT Procurement Officer

Date:

Mark Floersch (Jul 29, 2024 22:20 CDT)

Mark Floersch President

07/29/2024 07/30/2024

07/30/2024 https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAAgsHHe3PBzlyQ28OxaOTkO5DSPZub-4us https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAAgsHHe3PBzlyQ28OxaOTkO5DSPZub-4us https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAAgsHHe3PBzlyQ28OxaOTkO5DSPZub-4us

Contract Amendment 3-CATCH Intelligence 112-2021 Final Audit Report 2024-07-30

Created: 2024-07-29

By: Tina Berger (bergertina@nd.gov)

Status: Signed

Transaction ID: CBJCHBCAABAAgsHHe3PBzlyQ28OxaOTkO5DSPZub-4us

"Contract Amendment 3-CATCH Intelligence 112-2021" History Document created by Tina Berger (bergertina@nd.gov) 2024-07-29 - 12:15:52 PM GMT- IP address: 165.234.248.3

Document emailed to mwfloersch@catchintelligence.com for signature

2024-07-29 - 12:16:51 PM GMT

Email viewed by mwfloersch@catchintelligence.com 2024-07-29 - 10:46:08 PM GMT- IP address: 18.222.251.101

Signer mwfloersch@catchintelligence.com entered name at signing as Mark Floersch 2024-07-30 - 3:20:31 AM GMT- IP address: 68.229.172.61

Document e-signed by Mark Floersch (mwfloersch@catchintelligence.com) Signature Date: 2024-07-30 - 3:20:33 AM GMT - Time Source: server- IP address: 68.229.172.61

Document emailed to Greg Hoffman (gahoffman@nd.gov) for signature

2024-07-30 - 3:20:35 AM GMT

Email viewed by Greg Hoffman (gahoffman@nd.gov) 2024-07-30 - 12:57:58 PM GMT- IP address: 104.47.64.254

Document e-signed by Greg Hoffman (gahoffman@nd.gov) Signature Date: 2024-07-30 - 12:58:07 PM GMT - Time Source: server- IP address: 165.234.248.3

Document emailed to Angie Scherbenske (ankscherben@nd.gov) for signature

2024-07-30 - 12:58:08 PM GMT

Email viewed by Angie Scherbenske (ankscherben@nd.gov) 2024-07-30 - 1:01:58 PM GMT- IP address: 104.47.64.254

Document e-signed by Angie Scherbenske (ankscherben@nd.gov) Signature Date: 2024-07-30 - 1:04:23 PM GMT - Time Source: server- IP address: 165.234.252.245

Agreement completed.

2024-07-30 - 1:04:23 PM GMT

EXECUTION