The Spaulding Group, Inc. dba TSG at Pennsylvania Department of the Treasury

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This Investment Plan Services Agreement, effective July 3, 2023, and running until June 30, 2028, formalizes the arrangement between The Vanguard Group, Inc. and the Commonwealth of Pennsylvania Treasury Department. Vanguard is appointed to provide non-discretionary investment management services for the Pennsylvania Tuition Account Program's Investment Plan (IP). The agreement details Vanguard's and Treasury's respective responsibilities, fee structures based on percentages of assets under management and underlying fund expenses, and includes provisions for confidentiality, liability, indemnification, and termination conditions. The contract outlines the specific Vanguard portfolios and investments to be utilized.

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This contract establishes an agreement between the Commonwealth of Pennsylvania, Treasury Department and Innovative Advocate Group, Inc. (IA Group) for the identification, collection, and delivery of abandoned and unclaimed property. IA Group is tasked with auditing holders for compliance with the Disposition of Abandoned and Unclaimed Property Act (DAUPA), collecting property, and remitting it to the Department. The contract details the scope of work, including requirements for commencement and conduct, securities valuation, delivery of property, enforcement, examination periods, and confidentiality. IA Group's compensation is based on a percentage (5% or 10%) of the property identified and delivered. The agreement also includes comprehensive provisions for records management, data security, physical security, and conflict of interest. The contract is effective upon approval by the Office of Attorney General for an initial term of three years, with potential extensions.

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This is an Open End / Project Specific Agreement (E05580) between the Commonwealth of Pennsylvania, Department of Transportation, and Glaus, Pyle Schomer, Burns and DeHaven, Inc., dba GPD Group. The agreement, effective January 30, 2023, and terminating 60 months thereafter, covers engineering and environmental assignments for SR 3020-A00 in Mercer County. It has a maximum total cost of $1,000,000.00, with work to be performed under individual Work Orders.

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This letter agreement, dated February 21, 2024, is between Ullico Investment Advisors, Inc. (and its General Partner, UIF GP, LLC) and the Commonwealth of Pennsylvania Treasury Department. It serves to clarify and modify terms related to the Investor's participation in Ullico Infrastructure Taxable Fund, L.P., supplementing a Subscription Agreement and an Amended and Restated Limited Partnership Agreement from January 1, 2020. The agreement includes a commitment target for the General Partner to identify at least $50 million in Pennsylvania Infrastructure Development Project investment opportunities within four years of the Investor's first capital call. It also details various terms and conditions, including indemnification, confidentiality, and reporting requirements using ILPA templates.