ADVISER COMPLIANCE ASSOCIATES LCC DBA ACA COMPLIANCE GROUP at Pennsylvania Public School Employees' Retirement System

Effective: May 1, 2025

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This contract (CW32651) between Pennsylvania State System of Higher Education and Simplify Compliance LLC dba BLR outlines the provision of EHS Management Training Modules for Safety Compliance, specifically the EHS Hero Compliance Suite and TrainingToday eLearning with LMS. The services are for PASSHE universities and the Office of the Chancellor. The contract has an effective term from May 1, 2025, to April 30, 2028, with an initial annual license fee of $13,800.00, and optional renewal rates thereafter. The total contract value is not to exceed $71,105.00. The document includes comprehensive standard terms and conditions.

Effective: Jun 27, 2025

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This agreement details executive search services provided by Hudepohl & Associates, Inc. to the Commonwealth of Pennsylvania, Public School Employees' Retirement System (PSERS). The purpose is to recruit a new Executive Director following the current director's retirement on June 27, 2025. The services encompass candidate recruitment, screening, interviewing, and presentation. The payment structure involves a placement fee of one-third of the total first year's cash compensation (with a minimum of $65,000), plus various expenses. Payments are made in three non-refundable retainers based on estimated compensation, reconciled to actuals. The contract term is one year from its effective date, which is not explicitly stated but is tied to the last Commonwealth signature. The document also incorporates standard Commonwealth contract terms and conditions.

Effective: Jul 1, 2025

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This document is a renewal of a Software Subscription Agreement between the Commonwealth of Pennsylvania, Public School Employees' Retirement System (PSERS) and Diligence Vault Corp. The renewal term is for one year, from July 1, 2025, to June 30, 2026, for Digital Diligence, Presentation & Reporting, and Regulatory Form ADV services. The annual fee for this period is USD 75,398.16.

Effective: Jul 1, 2025

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This Order Form between The Burgiss Group, LLC (MSCI) and Commonwealth of Pennsylvania, Public School Employees' Retirement Board (Licensee) outlines the licensing of Private Capital Universe Data services. The agreement is effective from July 1, 2025, to June 30, 2030, with annual renewal options. It details the licensed services, user types, and annual fees which escalate each year, starting at $11,500.00 for Period 1 and reaching $20,114.00 for Period 5. The document also includes terms regarding service usage, restrictions, and invoicing details.