CTR057207_Mercer_Amendment_No._4_executed.pdf

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Attached to
Master Agreement AZ|CTR057207
Contract number
CTR057207
Issued by
Arizona

About this file

This document is a Contract Amendment (Amendment No. Four) for the Arizona State Retirement System, involving Mercer Investment Group LLC as the contractor. The contract is identified by the number CTR057207 and pertains to Investment Consulting Services for Illiquid Credit & Public Market Projects.

The amendment specifically modifies the Attachment C: Pricing Schedule, Section 2, sub-section C related to Project-based Illiquid Credit Consulting Services. The pricing for these services is now set at a range of $40,000 to $75,000, with the exact cost dependent on the scope and complexity of the project. All other contract requirements, terms, and conditions remain unchanged. The amendment was executed on 10/17/2023 by the Chief Procurement Officer and acknowledged by the contractor's Investment Director on 10/25/2023.

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CONTRACT AMENDMENT

Contract No.: CTR057207

Description: Investment Consulting Services Illiquid Credit & Public Market Projects

Contractor: Mercer Investment Group LLC

Contract Amendment No. Four (4)

In accordance with the Uniform Terms and Conditions, Section 5.1 (Amendments), and the Special Terms and Conditions 5.1 (Contract Amendments), the above-referenced Contract is hereby amended as follows:

Attachment C: Pricing Schedule, Section 2 (Pricing by Task/Project or Flat Fee), sub-section C (Project-based Illiquid Credit Consulting Services) is replaced in its entirety with the following:

= $40,000 to $75,000 depending on the scope and complexity of the project.

All other requirements, terms, and conditions remain unchanged.

Contractor hereby acknowledges receipt and understanding of this Contract Amendment.

This Contract Amendment is hereby executed this date by the Arizona State Retirement System.

Signature

Signature

Athena Elliston

Name

Name

Chief Procurement Officer

Title Date Title Date

10/17/2023

David, Kyle Typewriter Kyle David

David, Kyle Typewriter Investment Director

David, Kyle Typewriter 10/25/2023

David, Kyle Pencil

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