220000000118.pdf
PDF 479 KB Posted
- Attached to
- MI|MA220000000118
- Contract number
- MA220000000118
- Issued by
- Michigan
About this file
This is Change Notice Number 2 to Contract Number 220000000118, issued by the State of Michigan Procurement through the Michigan Department of Treasury. The contract is between the State of Michigan and Thomson Reuters (Tax & Accounting), Inc., headquartered at 2395 Midway Road, Carrollton, Texas 75006. The primary contacts include Kyle Thelen as Program Manager for the State and John Nelson, Director, representing Thomson Reuters, with Adam Zanetti serving as the State Contract Administrator.
The contract provides online tax research subscription services with a current value of $105,286.22. This change notice exercises the second one-year option year, effective October 22, 2025, increasing the contract value by $27,758.14 to reflect 251-300 users, bringing the estimated aggregate contract value to $133,044.36. The revised contract expiration date is October 31, 2026. Payment terms are Net 45 with no P-card or alternative payment options available. The original contract was effective November 1, 2021, with an initial expiration date of October 31, 2024, and included two one-year renewal options. All other terms, conditions, specifications, and pricing remain unchanged from the original agreement.
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Text version
Revised 2/2019
CONTRACT CHANGE NOTICE
Change Notice Number 2 .
to Contract Number 220000000118.
Thomson Reuters (Tax & Accounting), Inc.
Kyle Thelen TREA
2395 Midway Road 517.636.4269
Carrollton, TX 75006 Pr og ra m
M an ag er
Thelenk7@michigan.gov
John Nelson, Director Adam Zanetti TREA
763.326.4505 517.667.1465 john.s.nelson@tr.com
ST
A
TE
C on tra ct
Ad m in is tra to r zanettia@michigan.govC O
N
TR
A C
TO
R
CV0062933
STATE OF MICHIGAN PROCUREMENT
Michigan Department of Treasury 7285 Parsons Dr., Dimondale, MI 48821
CONTRACT SUMMARY
DESCRIPTION: ONLINE TAX RESEARCH SUBSCRIPTION SERVICES
INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE INITIAL AVAILABLE
OPTIONS
EXPIRATION DATE BEFORE
CHANGE(S) NOTED BELOW
November 1, 2021 October 31, 2024 2, 1-Year Options October 31, 2025
PAYMENT TERMS DELIVERY TIMEFRAME
Net 45 N/A
ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING
☐ P-card ☐ Payment Request (PRC) ☐ 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 ☐ October 31, 2026
CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE
$105,286.22 $27,758.14 $133,044.36 DESCRIPTION: Effective 10/22/2025, this Contract is exercising the second option year and is increased by $27,758.14 reflecting 251-300 users. The revised contract expiration date is 10/31/26.
All other terms, conditions, specifications and pricing remain the same.
mailto:john.s.nelson@tr.com
Revised 2/2019
CHANGE NOTICE NO. 2 TO CONTRACT NO. 220000000118
FOR THE CONTRACTOR:
Thomson Reuters (Tax & Accounting), Inc.
Company Name
Authorized Agent Signature
John Nelson
Authorized Agent (Print or Type)
Date
FOR THE STATE:
Signature
Adam Zanetti - Buyer
Name & Title
Treasury
Agency
Date
| 9pvKkl7Q9mEO_NGlMvxpGfOYR: 2025-10-21 14:42:37 | |
| 2025-10-21T18:42:40+0000 | |
| Client IP: 131.93.46.146, Transaction ID: X0J0_rmpFPlYeZXREZXdv6bmIoA= | |
| OneSpan | |
| E-SIGNED by John Nelson (john.s.nelson@tr.com), ID: b590f8a2-d0c6-4382-8384-af242ac7ef31 |
| sU8f8AG3f2o2_cnUgnVPpcxQ1: 2025-10-21 13:28:09 | |
| 2025-10-21T17:28:19+0000 | |
| Client IP: 136.181.195.28, Transaction ID: X0J0_rmpFPlYeZXREZXdv6bmIoA= | |
| OneSpan | |
| E-SIGNED by Adam Zanetti (zanettia@michigan.gov), ID: a2bea4db-3b43-4b40-bd95-af95bff6c388 |
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