Amendment+4+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 4) 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. (CONTRACTOR), which is doing business collectively as Segal.

The original contract commenced on October 1, 2020, and was initially set to end on September 1, 2021, with provisions for three 12-month renewal options and one additional extension period. The contract has already been renewed twice for 12-month periods, and this amendment extends the contract for an additional 12 months, changing the expiration date to August 31, 2024. After this amendment, the contract has zero renewals remaining but retains one potential extension option. The amendment was signed by Jeffrey Mills from Segal (Vice President and Senior Consultant), Janilyn Murtha from the North Dakota Retirement and Investment Office (Deputy Executive Director/Chief Retirement Officer), and Kuldip Mohanty from the North Dakota Information Technology Department (Chief Information Officer), with all parties signing in late May 2023.

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Amendment+2_4-25-22+SEGAL+SIGNED.pdf PDF
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Amendment+3+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 AND NUMBER: Technology Pension Consultant

AMENDMENT NUMBER: 4 (four)

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:

Renewal and Extensions Contract Section 5, Term of Contract. The Contract commenced on October 1, 2020, and ending on September 1, 2021, with 3 (three) options to renew the contract for up to 12 months each and an extension option for an additional period of time, not to exceed 12 months, beyond current termination date of the Contract.

The Contract was previously renewed for 2 (two) options of 12 months.

The parties have agreed to renew the Contract for an additional 12 months; therefore, the contract is amended to change the expiration date to August 31, 2024. The Contract has 0 (zero) renewals remaining. The Contract has 1 (one) extension remaining.

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 Deputy Executive Director / Chief Retirement Officer

Date: Date:

STATE OF NORTH DAKOTA

Acting through its: Information Technology Department

BY:

Kuldip Mohanty

Title: Chief Information Officer

Date:

05/24/2023

Janilyn K. Murtha (May 31, 2023 10:36 CDT) Janilyn K. Murtha

05/31/2023

Kuldip Mohanty (May 31, 2023 15:11 CDT) Kuldip Mohanty

05/31/2023 https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAA57JENLXzMhSb_zQaG8Kcpc5kiUn_JYDu https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAA57JENLXzMhSb_zQaG8Kcpc5kiUn_JYDu https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAA57JENLXzMhSb_zQaG8Kcpc5kiUn_JYDu

Amendment 4 SEGAL_RIO_final Final Audit Report 2023-05-31

Created: 2023-05-24

By: Angie Scherbenske (ankscherben@nd.gov)

Status: Signed

Transaction ID: CBJCHBCAABAA57JENLXzMhSb_zQaG8Kcpc5kiUn_JYDu

"Amendment 4 SEGAL_RIO_final" History Document created by Angie Scherbenske (ankscherben@nd.gov)

2023-05-24 - 6:23:44 PM GMT

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

2023-05-24 - 6:26:58 PM GMT

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

2023-05-24 - 6:56:52 PM GMT

Document e-signed by Jeffrey Mills (jsmills@segalco.com) Signature Date: 2023-05-24 - 6:58:29 PM GMT - Time Source: server

Document emailed to janilynmurtha@nd.gov for signature

2023-05-24 - 6:58:31 PM GMT

Email viewed by janilynmurtha@nd.gov

2023-05-24 - 8:28:37 PM GMT

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

2023-05-31 - 3:36:04 PM GMT

Document e-signed by Janilyn K. Murtha (janilynmurtha@nd.gov) Signature Date: 2023-05-31 - 3:36:06 PM GMT - Time Source: server

Document emailed to Kuldip Mohanty (kmohanty@nd.gov) for signature

2023-05-31 - 3:36:07 PM GMT

Email viewed by Kuldip Mohanty (kmohanty@nd.gov)

2023-05-31 - 6:41:09 PM GMT

Document e-signed by Kuldip Mohanty (kmohanty@nd.gov) Signature Date: 2023-05-31 - 8:11:52 PM GMT - Time Source: server

Agreement completed.

2023-05-31 - 8:11:52 PM GMT

EXECUTION

2023-05-31T13:11:55-0700
Agreement certified by Adobe Acrobat Sign

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