Amendment+3+SEGAL_RIO_SIGNED.pdf

PDF 1 MB Posted

Attached to
Technology Pension Consultant (RIO only)
Contract number
909-SEGA
Issued by
North Dakota

About this file

This document is a Contract Amendment (Amendment Number 3) for a Technology Pension Consultant contract between the State of North Dakota, specifically acting through its North Dakota Retirement and Investment Office (STATE), and The Segal Company (Midwest), Inc., collectively doing business as Segal (CONTRACTOR). The amendment involves parties from the North Dakota Retirement and Investment Office and the North Dakota Information Technology Department.

The amendment focuses on a price adjustment, specifically reducing the travel budget by $100,000, which results in a total contract compensation reduction from $1,528,075.00 to $1,428,075.00. This reduction is reflected in both Contract Section 3 (Compensation) and Contract Section Exhibit B (Compensation Details #2 Project Total). The amendment maintains all other existing contract terms and becomes effective upon full execution by all parties, with signatures from Jeffrey Mills (Vice President and Senior Consultant at Segal), Janilyn Murtha (Executive Director), and Shawn Riley (Chief Information Officer) completed on August 15th and 26th, 2022.

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Amendment+1_FINAL_SIGNED.pdf PDF
Amendment+4+SEGAL_RIO_SIGNED.pdf PDF
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Contract_FINAL+-+Segal+SIGNED.pdf PDF
909_State+Contract+Summary.docx DOCX document

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CONTRACT AMENDMENT

CONTRACT NAME: Technology Pension Consultant

AMENDMENT NUMBER: 3 (three)

This amendment is made to Technology Pension Consultant (Contract) between the State of North Dakota, acting through its North Dakota Retirement and Investment Office (STATE), and The Segal Company (Midwest), Inc. on behalf of itself and its affiliates collectively doing business as Segal (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:

Price Adjustment

The STATE in mutual agreement with CONTRACTOR have agreed to reduce the travel budget by $100,000.00; therefore, the scope of work is hereby amended as follows:

Contract Section 3, Compensation. The Compensation is hereby amended as follows:

DELETE $1,528,075.00 IN ITS ENTIRETY and REPLACE WITH $1,428,075.

Contract Section Exhibit B, Compensation Details #2 Project Total. The Grand Total for the Budget is hereby amended as follows: DELETE $1,528,075.00 IN ITS ENTIRETY and

REPLACE WITH $1,428,075.

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

The Segal Company (Midwest), Inc. Acting through its: North Dakota Retirement and Investment Office

BY: BY:

Jeffrey Mills Janilyn Murtha

Vice President and Senior Consultant Executive Director

Date: Date:

STATE OF NORTH DAKOTA

Acting through its: Information Technology Department

BY:

Shawn Riley

Title: Chief Information Officer

Date:

Signature:

Email:

Signature:

Email:

Signature:

Email:

Jeffrey Mills

08/15/2022 jsmills@segalco.com Janilyn K. Murtha (Aug 26, 2022 15:54 CDT) Janilyn K. Murtha

Janilyn K. Murtha

08/26/2022 janilynmurtha@nd.gov

Shawn Riley (Aug 26, 2022 22:42 CDT)

08/26/2022

Shawn Riley sriley@nd.gov https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAAbP3g3pZcgqpLzXw3i0WQ0UKH1LS5QrVb https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAAbP3g3pZcgqpLzXw3i0WQ0UKH1LS5QrVb https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAAbP3g3pZcgqpLzXw3i0WQ0UKH1LS5QrVb

Amendment 3 SEGAL_RIO Final Audit Report 2022-08-27

Created: 2022-08-04

By: Angie Scherbenske (ankscherben@nd.gov)

Status: Signed

Transaction ID: CBJCHBCAABAAbP3g3pZcgqpLzXw3i0WQ0UKH1LS5QrVb

"Amendment 3 SEGAL_RIO" History Document created by Angie Scherbenske (ankscherben@nd.gov)

2022-08-04 - 3:19:01 PM GMT

Document emailed to jsmills@segalco.co for signature

2022-08-04 - 3:25:20 PM GMT

Email sent to jsmills@segalco.co bounced and could not be delivered

2022-08-09 - 4:20:00 PM GMT

Angie Scherbenske (ankscherben@nd.gov) added Jeffrey Mills (jsmills@segalco.com) as an alternate for jsmills@segalco.co

2022-08-09 - 6:18:57 PM GMT

Document emailed to Jeffrey Mills (jsmills@segalco.com) for signature

2022-08-09 - 6:18:58 PM GMT

Email viewed by Jeffrey Mills (jsmills@segalco.com)

2022-08-09 - 7:47:21 PM GMT

Email sent to jsmills@segalco.co bounced and could not be delivered

2022-08-10 - 5:45:26 PM GMT

Email viewed by Jeffrey Mills (jsmills@segalco.com)

2022-08-11 - 4:27:39 PM GMT

Email viewed by Jeffrey Mills (jsmills@segalco.com)

2022-08-15 - 12:43:59 PM GMT

Document e-signed by Jeffrey Mills (jsmills@segalco.com) Signature Date: 2022-08-15 - 12:44:22 PM GMT - Time Source: server

Document emailed to janilynmurtha@nd.gov for signature

2022-08-15 - 12:44:23 PM GMT

Email sent to Jeffrey Mills (jsmills@segalco.com) bounced and could not be delivered

2022-08-15 - 12:44:25 PM GMT

Email viewed by janilynmurtha@nd.gov

2022-08-26 - 8:53:16 PM GMT

New document URL requested by janilynmurtha@nd.gov

2022-08-26 - 8:53:24 PM GMT

Signer janilynmurtha@nd.gov entered name at signing as Janilyn K. Murtha

2022-08-26 - 8:54:44 PM GMT

Document e-signed by Janilyn K. Murtha (janilynmurtha@nd.gov) Signature Date: 2022-08-26 - 8:54:45 PM GMT - Time Source: server

Document emailed to Shawn Riley (sriley@nd.gov) for signature

2022-08-26 - 8:54:48 PM GMT

Email viewed by Shawn Riley (sriley@nd.gov)

2022-08-27 - 3:38:07 AM GMT

Document e-signed by Shawn Riley (sriley@nd.gov) Signature Date: 2022-08-27 - 3:42:07 AM GMT - Time Source: server

Agreement completed.

2022-08-27 - 3:42:07 AM GMT

EXECUTION

2022-08-26T20:42:11-0700
Agreement certified by Adobe Acrobat Sign

File details come from the government source that posted it. Updated .