CSP901120-2_Amendment.pdf

Index No.: TTA001 Contract No.: CSP901120-2 Eff. Date: 07/01/25

STATE OF OHIO

DEPARTMENT OF ADMINISTRATIVE SERVICES

GENERAL SERVICES DIVISION

OFFICE OF PROCUREMENT SERVICES

4200 SURFACE ROAD, COLUMBUS, OH 43228-1395

AMENDMENT FOR CHANGE

AMENDMENT NO. 5

TO: OHIO TUITION TRUST AUTHORITY

FROM: KATHLEEN C. MADDEN, DIRECTOR, DEPARTMENT OF ADMINISTRATIVE SERVICES

SUBJECT: CONTRACT FOR COMPREHENSIVE ADVERTISING, MARKETING SERVICES FOR OHIO’S 529 PLAN, COLLEGEADVANTAGE

Attached are pages 1 and 5 to this contract. Remove these pages from the existing contract and replace with the attached pages on the effective date.

As a result of mutual agreement between the State of Ohio and the Contractor, this amendment is issued to renew the subject contract for an additional three months, effective 07/01/25 through 09/30/25.

All other prices, terms and conditions remain unchanged.

This Amendment, the main Requirements Contract and any additional amendments thereto are available from the DAS Web site at the following address:

http://www.ohio.gov/procure

Affected Contractor(s):

0000324130 Fahlgren Mortine, LLC 4030 Easton Station, Suite 300 Columbus, OH 43219 blholbert@fahlgren.com

STATE OF OHIO

DEPARTMENT OF ADMINISTRATIVE SERVICES

GENERAL SERVICES DIVISION

OFFICE OF PROCUREMENT SERVICES

4200 SURFACE ROAD, COLUMBUS, OH 43228-1395

MANDATORY USE CONTRACT FOR: COMPREHENSIVE ADVERTISING, MARKETING SERVICES FOR OHIO’S 529 PLAN, COLLEGEADVANTAGE

CONTRACT NUMBER: CSP901120-2 EFFECTIVE DATES: 07/01/19 TO 06/30/21

* Renewal through 09/30/25

The Department of Administrative Services has accepted Proposals submitted in response to Request for Proposal (RFP) No.

CSP901120 that opened on 05/13/19. The evaluation of the Proposal responses has been completed. The Offeror listed herein has been determined to be the highest ranking Offeror and has been awarded a Contract for the services listed. The respective Proposal response including, Contract Terms & Conditions, any Proposal amendment, special Contract Terms & Conditions, specifications, pricing schedules and any attachments incorporated by reference and accepted by DAS become a part of this Services Contract.

This Requirements Contract is effective beginning and ending on the dates noted above unless, prior to the expiration date, the Contract is renewed, terminated, or cancelled in accordance with the Contract Terms and Conditions.

This Requirements Contract is available to the Ohio Tuition Trust Authority as applicable.

The agency is eligible to make purchases of the contracted services in any amount and at any time as determined by the agency.

The State makes no representation or guarantee that department will purchase the volume of services as advertised in the Request for Proposal.

This Requirements Contract and any Amendments thereto are available from the DAS Web site at the following address:

www.ohio.gov/procure

* Indicates a three-month renewal of the contract, effective 07/01/25 through 09/30/25.

Page No.: 5

SUMMARY OF AMENDMENTS

Amendment

Number Effective

Date Description

5 07/01/25 As a result of mutual agreement between the State of Ohio and the Contractor, this amendment is issued to renew the subject contract for an additional three months, effective 07/01/25 through 09/30/25.

4 07/19/24

This amendment is issued to assign Fahlgren Mortine, LLC to the Contract and to remove Fahlgren Mortine from the Contract. This amendment is also issued to update the Contract Contact, effective 07/19/24. All prices, terms, and conditions remain unchanged.

3 07/01/23

As a result of mutual agreement between the State of Ohio and the Contractor, this amendment is issued to renew the subject contract an additional twenty-four (24) months, effective 07/01/23 through 06/30/25. This amendment is also issued to indicate a change in the hourly rate, effective with all orders issued on or after 07/01/23; to add a Mutually Agreed Upon Changes page to the contract; to include updated language regarding the Prohibition of the Expenditure of Public Funds for Offshore Services; and to repaginate.

2 07/01/21

This amendment is issued to notify that as a result of mutual agreement between the State of Ohio and the Contractor, this contract is renewed for an additional twenty-four

(24) months, effective 07/01/21 through 06/30/23. All other prices, terms, and conditions remain unchanged.

1 08/19/19 This amendment is issued to add OAKS ID 36746 to the Cost Summary Form and to add the Summary of Amendments, effective 08/19/19.