State of Illinois Chief Procurement Office General Services 1 BOA for Orders Against Master Contracts V.18.1 DoIT Legal – March 2023

ORDERING INFORMATION

Item Description

(manufacturer, model, serial number, feature, etc.) Qty One Time Charge Periodic Charge

Unit Extension Unit Extension 1 Engagement Executive 22 $230.00 $5,060.00 2 Workflow Analyst, Senior (CLSSBB) 50 $185.00 $9,250.00 3 Workflow Analyst (CLSSBB) 100 $175.00 $17,500.00

BOA Total (NTE): $ 31,810.00

STATE OF ILLINOIS BASIC ORDERING AGREEMENT (BOA) for Orders Against Master Contracts The terms and conditions of this BOA, including those terms and conditions set forth in the additional documents referenced below, and any continuation sheets, constitute the entire agreement between the parties with respect to the subject matter of this BOA. State documents will prevail in the event of a conflict between State and Vendor documents. The State shall not be bound by terms and conditions contained in any other document except as attached herein.

CONTACT INFORMATION

Vendor Name: Illuminative Strategies Inc.

Address: 3309 Robbins Rd. #139, Springfield, IL 62704 Contact: Kent James Phone #: 847-421-7274 Email: kent.james@illum-strat.com Fax #:

State Agency Name: Department of Innovation and Technology Address: 120 W. Jefferson Street, Springfield, IL 62702 Contact: Chris Werth Phone #: 217-785-6814 Email: Christopher.werth@illinois.gov Fax#:

Bill To:

Dept of Innovation & Technology Attn: Accounts Payable 120 W. Jefferson Street Springfield, IL 62702 DoIT.AccountsPayable@illinois.gov

Ship To:

Dept of Innovation & Technology 5300 S. 6th St Frontage Rd E.

Springfield, IL 62703 Phone: 217-557-1764 Doit.ITPO.Communications@Illinois.gov

CONTRACT INFORMATION

Contract #: P-55771:32 Action: New Acquisition Type: Combination Payment Cycle: Periodic Terms and Conditions: Master Contract Number Master Contract # for Terms and Conditions:

24-416CMS-BOSS45-P-55771

Term:

Begin Date:

Date of Execution

End Date:

One (1) year from Date of Execution

STATE

USE ONLY Reference Number: R- 331675 / P-55771:32

Source Selection Method: Order Against Master Is Financing Needed? No Using Agency Funding Source:

• Fiscal Year: 2027

• Type: State

Approp. Account Code: 304-448-01-1900-00-00-3600 Detailed Expenditure Object Code:

IPB Reference Number: B-29548 Award Code: B Original Procurement Method: Competitive Sealed ProposalRFP IPB Publication Date: 10/27/2023 Subcontractors Utilized? Yes Subcontractors Disclosed? Yes

In processing this BOA, Vendor affirms that the Certifications and Financial Disclosures and Conflicts of Interest, if any, as attached to the Master Contract referenced above are true and accurate as of the date of Vendor’s processing of this BOA.

mailto:DoIT.AccountsPayable@illinois.gov mailto:Doit.ITPO.Communications@Illinois.gov

State of Illinois Chief Procurement Office General Services 2 BOA for Orders Against Master Contracts V.18.1 DoIT Legal – March 2023

ADDITIONAL INFORMATION / REFERENCES / ATTACHMENTS

Master Contract # 24-416CMS-BOSS45-P-55771 (To the extent that the Master Contract, including any additional licensing/product specific terms or other attachments thereto, expires or terminates, the terms and conditions of the Master Contract shall survive and continue to apply to the products and services being provided under this BOA. Further, the terms and conditions of the Master Contract shall continue to govern beyond the Term of this BOA and throughout the life and duration of the products/licenses and any related services being provided hereunder.)

Attached CMS Wraparound SOW:

SIGNATURES: The undersigned parties agree to these terms and conditions.

Vendor State of Illinois

Signature: N/A State Agency: Department of Innovation and Technology

Printed Name: Signature agency representative:

Title: Printed Name: Brandon Ragle by Charles Levy

Date: Title: Secretary/State CIO by Portfolio Manager

Date: 9/4/26 State of Illinois

ALL NOTICES TO:

Email: DoIT.PSVM@Illinois.gov and DoIT.GeneralCounsel@Illinois.gov State of Illinois

Signature agency representative: Signature agency representative:

Printed Name: Printed Name:

Title: Title:

Date: Date:

Reviewed as to Legal Clause Sufficiency ABB 8.17.26 mailto:DoIT.PSVM@Illinois.gov mailto:DoIT.GeneralCounsel@Illinois.gov

D FINAL v2

Quote for Services - CMS Human Resources Wraparound Process Discovery

Vendor Name: Illuminative Strategies Inc.

Master Contract/Ref#: 24-416CMS-BOSS4-P-55771, CMS JPMC Workflow Analysis Vendor Number: V00000219 Vendor Mailing Address: 3309 Robbins Rd., 139, Springfield, Illinois 62704

A. Project Name CMS Human Resources Wraparound Services Process Discovery

B. Client Illinois Department of Innovation & Technology (DoIT), supporting the Illinois Department of Central Management Services (CMS)

C. Purpose The purpose of this Statement of Work (SOW) is to support the Illinois Department of Central Management Services (CMS), in partnership with and sponsored by the Illinois Department of Innovation & Technology, in conducting a preliminary assessment of identified Human Resources wraparound services and related operational tools in order to determine the anticipated scope, complexity, dependencies, and level of effort required for a future detailed discovery and business process transformation initiative.

This effort is intended to help CMS & DoIT better understand:

• The relative complexity of identified wraparound service functions

• The extent of current-state process discovery potentially required

• The breadth of related PowerApps interactions

• The level of future-state analysis likely necessary

• The anticipated effort associated with downstream workflow analysis, operational assessment, process redesign, integration planning, and modernization activities

D. Quote for Services / Schedule D.1 – Wraparound Services Complexity Assessment Illuminative Strategies Inc. (ISI) shall facilitate preliminary discovery and assessment activities intended to support CMS and DoIT in understanding the anticipated scope and complexity associated with a future wraparound services discovery and modernization initiative.

Services include, but are not limited to:

• Facilitating stakeholder discovery sessions with identified SMEs

• Conducting high-level discussions regarding current workflows, operational processes, and supporting tools

• Identifying known workflow dependencies and operational considerations

• Identifying preliminary complexity considerations associated with future current-state and future-state analysis activities o Process Sizing (S, M, L, XL, XXL) http://illuminativestrategies.com/

• Facilitating discussions regarding related PowerApps interactions and operational dependencies

• Identifying additional functional areas or workflows requiring future discovery

• Developing preliminary observations regarding anticipated effort, complexity, and downstream analysis considerations

Discovery activities will include the known functional areas:

1. Transactions

i. SMEs: Laci Indermark, Rhonda Ross

2. Classifications

i. SMEs: Laci Indermark, Melisa Hatch

3. Class Studies

i. SMEs: Laci Indermark, Colleen Kuhn

4. Compensation

i. SMEs: Laci Indermark, Jason Doggett, Chris Gibbel

5. Hiring & Selection

i. SMEs: Katrina McCarver, Ata Arica, Jeff Gust

6. Recruitment

i. SMEs: Jill Kilroy, Brittany Clark, John Chepulis

7. Retention

i. SMEs: Jill Kilroy, Stephany Hoehner

8. Veterans

i. SMEs: Jill Kilroy, Chris Bond, Emily Monaghan

9. Workforce Success

i. SMEs: Jill Kilroy, Chris Bond, Angela Skaar

10. UMP

i. SMEs: Jill Kilroy, Alexandria Rockford

11. Compliance

i. SMEs: Donna Skowronski, Shawn Wilson

12. Project Management

i. SMEs: Valerie Cowen, Zach Lancaster

Optional SMEs include Bobby Tucker and Jake Altman for all discovery sessions.

D.2 – PowerApps Considerations As part of this effort, ISI may facilitate limited discussions regarding existing PowerApps solutions that support or interact with identified wraparound service functions in order to understand the potential impact, complexity, and scope considerations associated with future discovery or modernization activities.

This effort does not include detailed application analysis, code review, technical architecture assessment, or implementation services.

D.3 – Deliverables ISI shall provide the following deliverables:

• Stakeholder Discovery Session Facilitation

• Preliminary Wraparound Services Complexity Assessment

• High-Level Observations and Dependency Summary

• Estimated Effort, Complexity, and Prioritization Summary for Future Phases of Work, including considerations for CMS and DoIT planning, sequencing, and decision-making

• Completed Scope of Work for Project to provide Business Process Transformation services for

CMS Wraparound Processes

E. Schedule This effort is anticipated to occur over an estimated 3 to 5 week period based on stakeholder availability and scheduling coordination.

Activity Estimated Hours Project Initiation & Coordination 16 Stakeholder Discovery Sessions 40 Follow-Up & Clarification Sessions 20 PowerApps Discussions 20 Analysis & Complexity Assessment/Desk Work 44 Findings Consolidation & Reporting 24 Executive Readout & SOW 8 Total Estimated Hours 172

Activity Week 1 Week 2 Week 3 Week 4 Week 5 Project Initiation & Scheduling Stakeholder Discovery Sessions Follow-Up / Clarification Sessions PowerApps Discussions Analysis & Complexity Assessment Findings Consolidation & Reporting Executive Readout & Full SOW

F. Personnel Illuminative Strategies Inc. proposes the following personnel to perform the services described in this Statement of Work. Detailed resumes for each proposed resource are provided in Appendix A. Any substitution of personnel shall be made in accordance with the requirements of the JPMC Master Contract and with the sole approval of the State of Illinois.

Engagement Executive – Sean Colton, PMP, CLSSBB, CCMP Sean Colton is the Managing Principal of Illuminative Strategies Inc. with over fifteen (15) years of experience leading large-scale business transformation, organizational change management, business process redesign, and enterprise modernization initiatives for state government and public-sector organizations. He has successfully led executive stakeholder engagements, operational assessments, process improvement initiatives, and strategic planning efforts for numerous Illinois agencies, including the Illinois Department of Central Management Services, Illinois Department of Children and Family

Services, Illinois State Board of Education, Illinois Emergency Management Agency, Illinois State Police, and other public-sector organizations. Sean specializes in facilitating executive decision-making, assessing organizational complexity, identifying operational dependencies, and developing actionable recommendations that support enterprise modernization and business transformation.

Senior Workflow Analyst – Gabriel Habtemariam, CLSSBB, PSPO I, PSPO II Gabriel Habtemariam is a Product Owner and Process Optimization Consultant with more than ten (10) years of experience supporting complex public-sector initiatives. He has extensive experience leading stakeholder discovery sessions, business process assessments, product roadmap development, backlog prioritization, and operational modernization initiatives. His experience includes facilitating cross-functional collaboration, identifying business requirements, evaluating process complexity, and translating operational objectives into practical recommendations that improve service delivery and organizational performance.

Workflow Analyst – Joshua Maurer, CLSSBB, PSPO II Joshua Maurer has over fifteen (15) years of public-sector experience helping government agencies improve operational performance through business process optimization and organizational change. He has extensive experience facilitating stakeholder workshops, documenting current-state processes, conducting process complexity assessments, identifying improvement opportunities, and developing executive-ready recommendations that support modernization planning and future-state process design.

Workflow Analyst – Aaron Hardin, MPA, LSSGB Aaron Hardin is a public-sector transformation consultant with more than ten (10) years of experience in workforce strategy, organizational effectiveness, and business process optimization. His background includes organizational assessments, process mapping, workforce planning, policy analysis, stakeholder engagement, and operational improvement initiatives. Aaron's experience with the Illinois Department of Central Management Services provides valuable insight into state government operations and organizational modernization efforts.

G. Quote for Services / Billing Schedule Monthly/Annual Cost:

Service Period Resources Total Mthly Hrs Hourly Rate Extended Cost Initial Service Period 4 86 See Rate Table $15,905 Remaining Service Period 4 86 See Rate Table $15,905 Total Engagement 172 See Rate Table $31,810

JPMC Rates Table & Program Resource Costs:

Position Hrly Rate Hours Cost Engagement Executive $ 230.00 22 $5,060 Sr. Workflow Analyst (CLSSBB) $ 185.00 50 $9,250 Workflow Analyst (CLSSBB) $ 175.00 100 $17,500 Not to Exceed Totals: 172 $31,810

Engagement Duration and Not-to-Exceed Cost:

Duration Hours NTE Cost Estimated Three to Five Week Engagement Period 172 $31,810 Total 172 $31,810

Illuminative Strategies Inc. (ISI) will invoice the Client monthly for services performed during the preceding billing period. All invoices will reflect the level of effort expended during the month(s) and will not exceed the Not-To-Exceed (NTE) amount established under this Statement of Work unless otherwise authorized through written change control.

All Services will be performed in Illinois. Service locations will include:

- CMS office locations in Springfield, Illinois, and Chicago, Illinois

- ISI HQ in Springfield, 5300 S 6th St, Springfield, Illinois

H. Resource Model

1. This engagement will be resourced with personnel provided by Illuminative Strategies Inc. in alignment with the approved scope, timeline, and operational needs of the engagement.

2. Resource allocations will be jointly reviewed by DoIT, CMS and ISI to ensure alignment with operational priorities, transition timing, and continuity needs.

3. Where transition planning involves continuity of current external personnel or structured knowledge transfer from current resources, ISI shall coordinate with CMS to minimize disruption and maintain service quality.

4. Any proposed substitution or reassignment of personnel assigned under this Statement of Work shall be communicated to DoIT in advance. In accordance with the Master Contract, replacement personnel shall possess qualifications equal to or greater than those of the individual being replaced and shall be subject to the State's review and approval prior to assignment. ISI shall provide the qualifications and resume of any proposed replacement resource upon request by DoIT.

5. If project personnel assigned under this Statement of Work require replacement, ISI shall assign personnel with qualifications equal to or exceeding those of the replaced resource, subject to prior approval by the State in accordance with the Master Contract. ISI shall conduct appropriate knowledge transfer activities to minimize disruption and maintain project continuity.

I. Acceptance of Work ISI shall invoice the Client monthly for authorized services performed under this Statement of Work in accordance with the pricing and billing provisions of the JPMC Master Contract.

All invoiced services shall conform to the requirements of this Statement of Work and the Master Contract. Should the State identify deficiencies in services performed, ISI shall promptly correct such deficiencies in accordance with the applicable provisions of the Master Contract at no additional cost to the State. Nothing in this Statement of Work alters the State's rights regarding review, acceptance, rejection, payment, or remedies as established under the Master Contract.

J. DoIT CMS Point of Contact Rob Oller

K. ISI Point of Contact Sean Colton PMP, LSSBB, CCMP Principal Consultant Illuminative Strategies Inc.

3309 Robbins Rd., 139 Springfield, Illinois 62704 E: Sean.Colton@illum-strat.com P: (949) 547-1494

AGREED TO and ACKNOWLEDGED BY

AGREED TO and ACKNOWLEDGED BY

Illuminative Strategies Inc. By: Sean Colton

Signature:

Title:

Date:

Managing Principal

08/17/2026

The State of Illinois: Through its Department of Innovation and Technology (DoIT)

By: Brandon Ragle by Charles Levy Signature

Title: Secretary, State CIO by Portfolio Manager Date: 9/4/26

Services cannot be initiated until all approvals are obtained in the eprocurement system and the SOW is executed by authorized signatories of the parties.

Chief Information Officer E: Robert.Oller@illinois.gov P: (217) 782 - 2322

Reviewed as to Legal Clause Sufficiency ABB 8.17.26 http://illuminativestrategies.com/ http://illuminativestrategies.com/ mailto:Sean.Colton@illum-strat.com mailto:Robert.Oller@illinois.gov