Amendment+2_The+Greentree+Group_SIGNED.pdf

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Attached to
Business and IT Strategic Assessments
Contract number
146
Issued by
North Dakota

About this file

This document is a Contract Amendment (Amendment Number 2) for Strategic Assessments #146, involving the State of North Dakota's Information Technology Department, the Office of Management and Budget's State Procurement Office, and The Greentree Group as the contractor. The amendment was executed on July 14, 2023, with all parties signing on that date.

The amendment extends the contract's term to July 31, 2024, with one remaining 12-month renewal option available. It updates insurance requirements in accordance with 2021 House Bill 1057 and includes a comprehensive price adjustment for various labor categories effective August 1, 2023. The pricing table details rates for 10 labor categories across three work arrangements: Local/Full Remote, 50% On-site/Travel, and 100% On-site/Travel, with rates ranging from $69.01 for an Analyst (Local/Full Remote) to $371.83 for a Principal (100% On-site/Travel). The contract maintains all other existing terms and conditions, with this amendment focusing on insurance updates, contract duration, and labor category pricing.

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CONTRACT AMENDMENT

CONTRACT NAME AND NUMBER: STRATEGIC ASSESSMENTS #146

AMENDMENT NUMBER: 2

This amendment is made to Strategic Assessments #146 (Contract) between the State of North Dakota, acting through its Information Technology Department (STATE) in conjunction with the Office of Management and Budget, State Procurement Office (OMB SPO), and The Greentree Group

(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:

Insurance Pursuant to 2021 House Bill 1057, the statutory caps on State liability (N.D.C.C. § 32-12.2-02) increase each year starting July 1, 2022 through July 1, 2026. Therefore, the insurance requires for this contract are being amended.

Contract Section 18, Insurance. Insurance requirements are hereby amended as follows, listed by subsection:

1) Subsection a: Commercial general liability, including premises or operations, contractual, and products or completed operations coverages (if applicable), with minimum liability limits of $2,000,000 per occurrence.

2) Subsection b: The Insurance is hereby amended as follows: Automobile liability, including Owned (if any), Hired, and Non-Owned automobiles, with minimum liability limits of $500,000 per person and $2,000,000 per occurrence.

3) Subsection d: Employer’s liability or “stop gap” insurance of not less than $2,000,000 as an endorsement on the workers compensation or commercial general liability insurance.

Renewal and Extension Contract Section 5, Term of Contract. The Contract commenced on July 6, 2020 and ends on July 31, 2022 with up to three (3) options to renew the contract for a period of 12 months each.

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

The Contract can be extended for an additional 12 months.

Price Adjustment Exhibit B, Compensation Details. The Compensation Details are hereby amended as follows:

Labor Category Local/Full Remote 50% On-site/Travel 100% On-site/Travel

Analyst $69.01 $100.94 $122.57 Sr. Analyst $84.46 $116.39 $138.02 Consultant $100.94 $132.87 $153.47 Sr. Consultant $116.39 $148.32 $169.95 Sr. Business Advisor $143.17 $175.10 $196.73 Manager $159.65 $190.55 $212.18

SME $175.10 $207.03 $227.63

Sr. Manager $195.70 $227.63 $249.26 Executive SME $244.11 $276.04 $296.64 Principal $318.27 $350.20 $371.83

The price adjustment is effective on August 1, 2023.

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 Greentree Group Acting through its Information Technology Department

BY: BY:

Printed Name: Jennifer Shaefer Printed Name: Greg Hoffman

Title: Contracts Manager Title: Deputy CIO

Date: 7/6/2023 Date:

STATE OF NORTH DAKOTA

Acting through its Office of Management and Budget, State Procurement Office

BY:

Angie Scherbenske

IT Procurement Officer

Date:

07/14/2023

07/14/2023 jshaefer CM Signature jshaefer CM Signature https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAARd-DXa9GWOJ1bNZH-hSQAC_yYKB6ZELU https://na2.documents.adobe.com/verifier?tx=CBJCHBCAABAARd-DXa9GWOJ1bNZH-hSQAC_yYKB6ZELU

112-2021 Contract Amendment 2-The Greentree Group Final Audit Report 2023-07-14

Created: 2023-07-14

By: Tina Berger (bergertina@nd.gov)

Status: Signed

Transaction ID: CBJCHBCAABAARd-DXa9GWOJ1bNZH-hSQAC_yYKB6ZELU

"112-2021 Contract Amendment 2-The Greentree Group" Histor y

Document created by Tina Berger (bergertina@nd.gov)

2023-07-14 - 5:17:49 PM GMT

Document emailed to Angie Scherbenske (ankscherben@nd.gov) for signature

2023-07-14 - 5:18:46 PM GMT

Email viewed by Angie Scherbenske (ankscherben@nd.gov)

2023-07-14 - 6:29:45 PM GMT

Document e-signed by Angie Scherbenske (ankscherben@nd.gov) Signature Date: 2023-07-14 - 6:30:38 PM GMT - Time Source: server

Document emailed to Greg Hoffman (gahoffman@nd.gov) for signature

2023-07-14 - 6:30:39 PM GMT

Email viewed by Greg Hoffman (gahoffman@nd.gov)

2023-07-14 - 7:41:55 PM GMT

Document e-signed by Greg Hoffman (gahoffman@nd.gov) Signature Date: 2023-07-14 - 7:42:03 PM GMT - Time Source: server

Agreement completed.

2023-07-14 - 7:42:03 PM GMT

1) Subsection a: Commercial general liability, including premises or operations, contractual, and products or completed operations coverages (if applicable), with minimum liability limits of $2,000,000 per occurrence.
2) Subsection b: The Insurance is hereby amended as follows: Automobile liability, including Owned (if any), Hired, and Non-Owned automobiles, with minimum liability limits of $500,000 per person and $2,000,000 per occurrence.
3) Subsection d: Employer’s liability or “stop gap” insurance of not less than $2,000,000 as an endorsement on the workers compensation or commercial general liability insurance.
EXECUTION
2023-07-14T12:42:04-0700
Agreement certified by Adobe Acrobat Sign

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