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STATE OF MICHIGAN CENTRAL PROCUREMENT SERVICES 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 Contract Number 071B7700208 Program KELMAR ASSOCIATES, LLC Manager Terry Stanton TREA CONTRACTOR 517-636-5307 500 Edgewater Drive , Suite 525 STATE [email protected] Wakefield, MA 01880 Administrator Kenneth Wagers Contract Mike Breen DTMB 781-928-9221 (517) 249-0428 [email protected] [email protected] CV0000962 CONTRACT SUMMARY UNCLAIMED PROPERTY SYSTEM - TREASURY INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE BEFORE September 14, 2017 September 13, 2022 5 - 1 Year September 13, 2022 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 ☐ ☐ September 13, 2022 CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE $2,179,375.00 $8,000.00 $2,187,375.00 DESCRIPTION Effective with mutual signature attached SOW where vendor changes how they send files from KAPS system into Filenet and with the addition of funds to support the engagement. All other terms and conditions remain the same. MICHIGAN DEPARTMENT OF TECHNOLOGY, MANAGEMENT AND BUDGET IT SERVICES STATEMENT OF WORK FOR IT CHANGE NOTICES Project Title: Period of Coverage: Changes to File Delivery to Michigan FTS for Claimant Document Uploads 8/1/2020 – 9/30/2020 Requesting Department: Date: Michigan Department of Treasury 7/29/2020 Agency Project Manager: Phone: Terry Stanton 517-636-5307 DTMB Project Manager: Phone: Brief Description of Services to be provided: BACKGROUND: The Unclaimed Property system known as KAPS currently integrates with the State of Michigan’s FileNet system. Due to enterprise changes to the FileNet system, services from Kelmar are needed to the current submission method. PROJECT OBJECTIVE: Kelmar will be required to make changes to the current submission method and group files together in a .zip format, submitting them at pre-determined intervals. SCOPE OF WORK: Kelmar to perform the following overall results: 1. Kelmar to modify existing document upload files and subsequent procedures that transmit files 2. Kelmar to write new procedure to zip files together. In lieu of sending a document and its associated index file as it comes in from the website, the files will be stored. 3. Kelmar to write new procedure to send zip files via a batch job every hour to FileNet. 4. Kelmar to test new procedures and file transmition 5. Files are zipped and ingested into the FileNet system as agreed upon but no less than once per hourn the hours of 7:00 AM EST and 3:00 PM EST Monday – Friday, and at least once per day on Saturday and Sunday. TASKS: Technical support is required to assist with the following tasks: 1. Development Work 2. Quality Assurance 3. Updating documentation, communication on progress of feature, business testing DELIVERABLES: Deliverables will not be considered complete until the Agency Project Manager has formally accepted them. Deliverables for this project include: 1. Development work a. Determination of storage mechanism b. KAPS application code changes to save the uploaded file to storage mechanism c. Create associated index file d. Store index file to storage mechanism e. Create new batch process that runs hourly i. Retrieve all files from storage mechanism ii. Package all files into a .zip archive iii. FTP .zip archive to FileNet 2. Quality Assurance a. Testing new batch process for connections and ensuring files are batched and delivered correctly, within the proper timeframe 3. Updated documentation and business testing ACCEPTANCE CRITERIA: Deliverables will be deemed accepted when the State has determined the zip files are received once per hour, and have the ability to be unzipped and ingested into FileNet. Business testing will be considered complete when files have been transferred and working in FileNet after one full business day in addition to a weekend (Saturday and Sunday) as agreed upon between the Contractor and the State. Also, updated documentation will be deemed acceptable per the approval of the Project Manager. PROJECT CONTROL AND REPORTS: A bi-weekly progress report must be submitted to the Agency and DTMB Project Managers throughout the life of this project. This report may be submitted with the billing invoice. Each bi-weekly progress report must contain the following: 1. Hours: Indicate the number of hours expended during the past two weeks, and the cumulative total to date for the project. Also state whether the remaining hours are sufficient to complete the project. 2. Accomplishments: Indicate what was worked on and what was completed during the current reporting period. 3. Funds: Indicate the amount of funds expended during the current reporting period, and the cumulative total to date for the project. SPECIFIC DEPARTMENT STANDARDS: Agency standards, if any, in addition to DTMB standards. PAYMENT SCHEDULE: Payment will be made in installments to CONTRACTOR for each completed Deliverable (i.e. Milestone) identified in the Project Plan after CONTRACTOR satisfies the respective Acceptance Criteria associated therewith (see “Acceptance Criteria” identified above). DTMB will pay CONTRACTOR upon receipt of properly completed invoice(s) which shall be submitted to the billing address on the State issued purchase order not more often than monthly. DTMB Accounts Payable area will coordinate obtaining Agency and DTMB Project Manager approvals. All invoices should reflect actual work completed by payment date, and must be approved by the Agency and DTMB Project Manager prior to payment. The invoices shall describe and document to the State’s satisfaction a description of the work performed, the progress of the project, and fees. When expenses are invoiced, receipts will need to be provided along with a detailed breakdown of each type of expense. Payment shall be considered timely if made by DTMB within forty-five (45) days after receipt of properly completed invoices. EXPENSES: The State will NOT pay for any travel expenses, including hotel, mileage, meals, parking, etc. PROJECT CONTACTS: The designated Agency Project Manager is: Terry Stanton Michigan Department of Treasury Unclaimed Property Operations Center/2nd Floor 7285 Parsons Drive Dimondale, MI 48821 517-636-5307 [email protected] LOCATION OF WHERE THE WORK IS TO BE PERFORMED: Consultants will work at Kelmar’s location in Wakefield, Massachusetts. EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS: This is a milestone based agreement. This purchase order is a release from Contract Number 071B7700208. This purchase order, statement of work, and the terms and conditions of Contract Number071B7700208 constitute the entire agreement between the State and the Contractor. PROJECT PLAN: (examples listed in table below) Hours Hourly Tasks & Deliverables Rate Total Milestone I 40 $175 $7,000 Development Work Milestone II 8 $125 Quality Assurance $1,000 Milestone II 16 $0.00 $0.00 Updated documentation 64 TOTAL $8,000.00 STATE OF MICHIGAN CENTRAL PROCUREMENT SERVICES 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 071B7700208 Program KELMAR ASSOCIATES, LLC Manager Terry Stanton TREA CONTRACTOR 517-636-5307 500 Edgewater Drive , Suite 525 STATE [email protected] Wakefield, MA 01880 Administrator Kenneth Wagers Contract James Wilson DTMB 781-928-9221 (517) 243-0434 [email protected] [email protected] CV0000962 CONTRACT SUMMARY UNCLAIMED PROPERTY SYSTEM - TREASURY INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE OPTIONS EXPIRATION DATE BEFORE September 14, 2017 September 13, 2022 5 - 1 Year September 13, 2022 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 ☐ ☐ September 13, 2022 CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE $1,869,375.00 $310,000.00 $2,179,375.00 DESCRIPTION Effective 5/5/2020, this Contract is increased by $310,000.00 for Department of Treasury use. Please note the Contract Administrator has been changed to James Wilson. All other terms, conditions, specifications, and pricing remain the same. Per contractor and agency agreement, DTMB Central Procurement Services approval, and State Administrative Board approval on 5/5/2020. KAPS FastTrack Costs Interested Parties: Kelmar Associates, LLC to provide services to Michigan Treasury, Unclaimed Property Department Proposed Services: Claimant Authentication and LexId via integrated LexisNexis services Date: March 20, 2020 Description of Services: Kelmar will continue to send eligible FastTrack claims to LexisNexis for claimant authentication. As holder reports are reconciled, Kelmar will send complete, domestic addresses to LexisNexis to obtain a LexId. Charges will be billed monthly on a transaction basis per claim ($1.25) and per reported owner ($0.04). Pricing: Cost Description $70,000 Year 2 LexisNexis claimant authentication and LexId charges $80,000 Year 3 LexisNexis claimant authentication and LexId charges $80,000

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