ADSPO16-157096_Contract_Amendment_Summary_10.docx
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- Attached to
- Master Agreement AZ|ADSPO16-157096
- Contract number
- ADSPO16-157096
- Issued by
- Arizona
About this file
This document is a Contract Amendment No. 10 issued by the Arizona Department of Administration State Procurement Office involving Nationwide Retirement Solutions Inc. The amendment pertains to a Master Service Agreement originally effective January 1, 2017, and involves a deferred compensation and defined contribution plans contract. The contract has been previously amended nine times, with modifications ranging from incorporating boycott provisions to adjusting fee schedules and extending contract periods.
The current amendment extends the contract period from December 31, 2022, through December 31, 2023, continuing the provision of deferred compensation and defined contribution plans. Previous amendments have consistently extended the contract's end date, with incremental changes to various terms and conditions, including modifications to call answering percentages, payment terms, and conference-related costs. The amendment maintains all other existing contract requirements, specifications, terms, and conditions unchanged, and will be fully executed through electronic approval in the state's e-Procurement system.
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Contract Amendment
Arizona Department of Administration State Procurement Office 100 N. 15th Avenue, Suite 402 Phoenix, AZ 85007
ADSPO16-157096 Contract Amendment No. 10
Deferred Compensation and Defined Contribution Plans Nationwide Retirement Solutions Inc
This Contract Amendment Number 10 to extend the Contract period of December 31, 2022 through December 31, 2023 is hereby executed in accordance with the Uniform Terms and Conditions, Section 5.1 Amendments, and the Special Terms and Conditions Paragraph 3.1, Term of Contract.
RECITALS
The State and Supplier entered into that certain agreement title Master Service Agreement effective as of January 1st, 2017 pursuant to which Supplier is to provide Deferred Compensation and Defined Contribution Plans.
Thereafter, Amendment Number 1 to incorporate Attachment 5-C Boycott of Israel on February 10, 2017.
Thereafter, Amendment Number 2 to modify Exhibit K regarding percentage of answered calls on May 3, 2017.
Thereafter, Amendment Number 3 to modify Exhibit K regarding various wording changes to provide additional clarity on November 13, 2017.
Thereafter, Amendment Number 4 to modify the fee schedule on January 18, 2018.
Thereafter, Amendment Number 5 to modify terms regarding payment and cost of dues for NAGDCA annual conference and membership on July 23, 2018.
Thereafter, Amendment Number 6 to extend the end date to January 1, 2020 on October 31, 2018.
Thereafter, Amendment Number 7 to extend the end date to December 31, 2020 on November 21, 2019.
Thereafter, Amendment Number 8 to extend the end date to December 31, 2021 on December 3, 2020.
Thereafter, Amendment Number 9 to extend the end date to December 31, 2022, and include committee approved changes on July 22, 2021.
ALL OTHER REQUIREMENTS, SPECIFICATIONS, TERMS AND CONDITIONS REMAIN UNCHANGED
This amendment shall be fully executed upon the electronic approval in the State e-Procurement system by the Procurement Officer or delegate.
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