Amendment#+4+Renewal.pdf

PDF 1 MB Posted

Attached to
Grant Management Services Consultant Pool
Contract number
304-POIN
Issued by
North Dakota

About this file

This document is a Contract Amendment for the Grant Management Contract Pool (SC 304) between the State of North Dakota, acting through its State Procurement Office, and Schmitz-Holmstrom Point CPA. The amendment involves a merger between Schmitz-Holmstrom, LLP and Point CPA, Inc., with Point CPA emerging as the surviving corporation. The contract amendment and merger documents were executed in December 2023 and January 2024.

The contract was originally commenced on January 31, 2020 for a 12-month period with options to renew for up to 4 years. This amendment extends the contract's expiration date to January 31, 2025, with zero renewals remaining but an option for an additional 12-month extension. The contract appears to be for grant management services, with Point CPA, PC located in Bismarck, North Dakota, continuing to provide general business services. The merger consolidates Schmitz-Holmstrom, LLP into Point CPA, Inc., with the surviving entity maintaining the existing business operations under North Dakota state law.

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Other files

File Type Posted
304+Task+Order.docx DOCX document
Schmitz-Holmstrom+Contract.pdf PDF
Amendment#+1.pdf PDF
Amendment#+6.pdf PDF
304+Change+Order.docx DOCX document
304_State+Contract+Summary+(1).docx DOCX document
Amendment#+2+Renewal.pdf PDF
Amendment#+3.pdf PDF
Notice+of+Vendor+Pool+TO+Award+-+Template.docx DOCX document
PointCPA+Amendment#+5.pdf PDF

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Text version

CONTRACT AMENDMENT

CONTRACT NAME AND NUMBER: Grant Management Contract Pool – SC 304

AMENDMENT NUMBER: 4

This amendment is made to state contract 304, Grant Management Contract Pool (Contract) between the State of North Dakota, acting through its State Procurement Office (STATE), and Schmitz- Holmstrom Point CPA (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 January 31, 2020 for a period of 12 months with an option to renew the contract for up to 4 years.

The parties have agreed to renew the Contract for an additional 1 year; therefore, the contract is amended to change the expiration date to January 31, 2025. The Contract has 0 renewals remaining.

The Contract can be extended for an additional 12 months.

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

Schmitz-Holmstrom Point CPA Acting through its State Procurement Office

BY: BY:

Printed Name: Michal T Schmitz Printed Name:

Title: Manager Title:

Date: 1-5-2024 Date:

State Procurement Officer

1-05-2024

EXECUTION

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