KELMAR ASSOCIATES LLC at Pennsylvania Department of the Treasury

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This Second Amendment extends the Investment Advisor Agreement between the Pennsylvania Treasury Department and Marquette Associates (Original Contract TREA19020) for an additional two years. The extension runs from May 1, 2024, to April 30, 2026. The fees for these two years are specified as $575,000 for the first year (May 1, 2024 - April 30, 2025) and $600,000 for the second year (May 1, 2025 - April 30, 2026). The amendment clarifies that a prior First Amendment was terminated and that the original contract's terms remain in effect unless explicitly superseded by this amendment.

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This Investment Advisor Agreement is between the Commonwealth of Pennsylvania Treasury Department and Thomas Mill Advisors, LLC. The Advisor is engaged to provide investment management advice, analysis, and cost-saving proposals for various state funds, including Insurance Funds and retirement system funds, acting in a fiduciary capacity. The agreement outlines the scope of services, standard of performance, confidentiality, and compensation, which is a monthly fee of $12,000. The initial term is from September 1, 2025, to August 31, 2026, with options for two successive one-year renewals.

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This Consulting Agreement, effective September 11, 2023, is between the Pennsylvania Treasury Department and The Spaulding Group (TSG) for establishing GIPS Standards for Asset Owners. The agreement has a term of five years and incorporates TSG's proposal detailing GIPS consulting, planning sessions, and verification services. Specific fees are outlined for initial and annual services, but no single total contract amount is provided. The contract includes provisions for confidentiality, work product ownership by Treasury, and is governed by Pennsylvania law.

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This document is a renewal confirmation letter issued by the Commonwealth of Pennsylvania Department of General Services, Bureau of Procurement, to THORNRIDGE FACILITIES ASSOCIATES LLC. It confirms the successful renewal of the contractor's COSTARS participation for contract number 008-E22-928, covering Maintenance, Repair, & Operation Equipment & Supplies ("MRO"). The renewal is effective for the term 09/20/2022 through 09/20/2026, following the payment of a $500.00 administrative fee.