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Terminationn TerminationN ContractN OrigExpiration Expiration EstimatedAnnual OptionTo RenewalNoticeRequireme ContractStatu oticeRequirem InsuranceRequire PerformanceBasedFe ContractType umber ContractedParty Dept ProcurementMethod ContractCategory DescrShort DescrLong ContractTerm effDate Date Date Cost EstTotalAmt Renew RenewalTerms nt s ent FeeStructure Rate d SbaAdminCharge es DateEntered Column1 OriginalContract 88-58 Equifax Human Resources Other Personal Services (772xx) Contract for Credit Reports for Employees In Perpetuity 9/12/1988 $0.00 $0.00 Active Basis Point Based No 88-58 on Assets OriginalContract 95-38 Hermitage Centre Accounting & Administrative Services Investment - Non-Budgeted IMA, AI, Building Lease Fixed Expiration Date 5/8/1995 4/30/2015 6/30/2023 $0.00 $0.00 Active n/a Fixed Fee No No RE OriginalContract 95-70 Police & Firefighters / Div. of Retirement Investment Programs & Governance Client/Trust Agreements (Revenue Investment Management Agreement In Perpetuity 9/1/1995 $0.00 $0.00 Active 95-70 Generating) OriginalContract 96-79 Groom Law Group General Counsel Other Personal Services (772xx) Legal Services In Perpetuity 8/16/1996 $0.00 $0.00 No Active 96-79 OriginalContract 97-25 Office of Insurance Regulation Florida Hurricane Catastrophe Fund Other Personal Services (772xx) Levying Emergency Assessment In Perpetuity 2/12/1997 $0.00 $0.00 Active n/a Fixed Fee Yes No OriginalContract 97-28 Lewis, Longman & Walker, P.A General Counsel Other Personal Services (772xx) Legal Services 3/5/1997 OriginalContract 97-95 Quality Snacks Vending Accounting & Administrative Services Other Personal Services (772xx) Vending machine service agreement for Hermitage Building In Perpetuity 8/1/1997 OriginalContract 99-53 Redwire Accounting & Administrative Services Expenses (773xx) SBA Security System - Client Agreement (formerly Sonitrol) In Perpetuity 5/1/1999 $0.00 $0.00 Active One copy of Licensed PeopleSoft Human Resources for Education and Government which includes People Tools, Workstation Access for "n" users, Server SQR for "N" servers, and Schedule 1-Software License & PowerPlay 5 user pack, and Training Units; on-site installation support hours, Amendment 99-56 PeopleSoft USA Information Technology Service Agreement documentation for third party software and for PeopleSoft software. 6/17/1999 $0.00 $100,000.00 OriginalContract 99-56 PeopleSoft USA Information Technology Other Personal Services (772xx) Software and Licenses Service Agreement In Perpetuity 6/17/1999 $0.00 $0.00 OriginalContract 00-28 Ameritas Life Insurance Human Resources Administrative - Non-Budgeted SBA Dental Insurance In Perpetuity 3/20/2000 $0.00 $0.00 Active No One copy of Licensed Payroll (E&G), People Tools, Workstation Access for "N" users, Server Schedule 2-Software License & Amendment 99-56 PeopleSoft USA Information Technology SQR for "N" servers, and on-site installation support hours and first year software support 3/24/2000 $0.00 $102,400.00 Service Agreement service fee. Amendment extends lease from May 19, 2000 through May 18, 2001, and extends lease automatically from year to year unless terminated by either party; gives SBA right to increase/decrease number of outlets at the state cost per outlet at time of extension; and either party at any time can terminate lease upon 30 days written notice. Amendment 96-33 Comcast Cable Communications, Inc. Accounting & Administrative Services Amendment 1 5/19/2000 $0.00 One copy of Licensed General Ledger (E&G), Budgets (E&G), Asset Management (E&G), Schedule 3-Software License & Amendment 99-56 PeopleSoft USA Information Technology Payables (E&G), Purchasing, People Tools, workstation access for "n" users, Training Units, 11/15/2000 $0.00 $257,725.00 Service Agreement and first year software service fee. OriginalContract 00-97 Bank of America, N.A. Financial Operations Administrative - Non-Budgeted Purchasing Card Agreement In Perpetuity 11/28/2000 $0.00 $0.00 Active 30 Days No Publications and Services Agreement for Corporate & Structured Finance File and Public OriginalContract 001-37 Moodys Investor Service Information Technology Other Personal Services (772xx) In Perpetuity 1/1/2001 $44,348.00 $44,348.00 Active 30 Days N/A No No Finance File OriginalContract 001-04 UNUM Life Insurance Human Resources Salaries and Benefits (771xx) Employee Group Disability Insurance In Perpetuity 1/1/2001 OriginalContract 001-09 Advanced Data Systems Information Technology Other Personal Services (772xx) Sales Agreement In Perpetuity 1/19/2001 $19,200.00 $19,200.00 Active Fixed Fee No Licensed to use the following new software modules at no additional license fee: eRecruit, Amendment 99-56 PeopleSoft USA Information Technology Amendment 1 5/7/2001 $0.00 $0.00 eCompensation, eProfile, eDevelopment, and ePay. Consulting services for 8 hours for verifying functions set forth in PeopleSoft Post Statement of Services-Contract #1- Amendment 99-56 PeopleSoft USA Information Technology Installation checklist for the following software modules: PS7.5 General Ledger, Budgets, 5/23/2001 $0.00 $1,700.00 Installation of Software Asset Management, Payables and Purchasing. Scope of Services Agreement - to provide retirement-related Financial Education and OriginalContract 001-52 Ernst & Young Defined Contribution Other Personal Services (772xx) Fixed Expiration Date 6/29/2001 6/30/2006 6/30/2016 $8,983,250.00 $26,949,750.00 Yes Can be extended two additional ye 60 Days Active 30 Days Variable Fee No Advice Services to the participants of the FRS. Amendment 011-74 Mercer Investment Consulting Deputy Executive Director Amendment 1 Amendment One to Investment Consulting Agreement with various revisions. 9/11/2001 $0.00 $300,000.00 7/11/2016 Services for processing and evaluating Ernst & Young Workshop Evaluation questionnaires n/a N/A No No OriginalContract 001-81 Dr. Jay Rayburn Defined Contribution Other Personal Services (772xx) In Perpetuity 12/1/2001 $102,000.00 $102,000.00 Active and annual questionnaire OriginalContract 001-77 RSA Security Defined Contribution Other Personal Services (772xx) Internal License Agreement - BSAFE Crypto v3.2 - PEORP Portal application In Perpetuity 12/3/2001 $0.00 $0.00 Active n/a Fixed Fee No No Compare SBA's custom SQR/SQCs in the PeopleSoft application release 7.51 and People Statement of Services #4-SQR Tools release 7.60 against a project of the fields and records contained in the standard Amendment 99-56 PeopleSoft USA Information Technology 4/4/2002 $0.00 $5,000.00 Jumpstart Tier 1 Assessment delivered PeopleSoft application release 8.3 and People Tools release 8.16. Compare SBA's database containing PeopleSoft HRMS Human Resource Payroll, Payroll Interface, eRecruit, eProfile, eCompensation, ePay, and eDevelopment on PeopleSoft release 7.51 with a database containing PeopleSoft's Standard delivered version of such Statement of Services-Contract #2- Existing Release of the Evaluated Software; and provide estimates for upgrade to Amendment 99-56 PeopleSoft USA Information Technology Lab Upgrade Evaluation PeopleSoft 8.3. 4/4/2002 $0.00 $10,000.00 Upgrade the Evaluation Database containing the Evaluated Software on Existing Release to Statement of Services-Contract #3- PeopleSoft 8.3; provide consultant up to 64 hours to perform the first test move to Amendment 99-56 PeopleSoft USA Information Technology 4/4/2002 $0.00 $70,000.00 Lab Upgrade production; and provide phone support regarding technical issues from test data. Install HRMS 8.3 Human Resources, Payroll, Payroll Interface, eRecruit, eProfile, Statement of Services-Installation of Amendment 99-56 PeopleSoft USA Information Technology eCompensation, ePay, eDevelopment, and any applicable PeopleSoft "Required at Install" 4/4/2002 $0.00 $8,000.00 Software fixes and updates. OriginalContract 002-99 Eagle Investment Systems Information Technology Other Personal Services (772xx) Software License for PACE In Perpetuity 12/19/2002 $0.00 $1,285,000.00 Active Fixed Fee Plus 90 Days Yes No Expenses OriginalContract 003-100 U.S. Bank Financial Operations Investment - Non-Budgeted Registrar, Paying Agent & Transfer In Perpetuity 1/6/2003 $0.00 $0.00 Active 30 Days Hourly Rate No No Amendment 96-79 Groom Law Group General Counsel Amendment 1 Increase in rate of compensation for attorneys, from $210 to $300. Name change from 3/3/2003 $0.00 $0.00 Groom and Nordberg to the Groom Law Group. Amendment 001-52 Ernst & Young Defined Contribution Amendment 1 Amendment to replace various language in Exhibit A 5/1/2003 $0.00 $0.00 Statement of Services #6-Financial PeopleSoft Financials Upgrade Services to PeopleSoft release 8.4 Service Pack 1 utilizing Amendment 99-56 PeopleSoft USA Information Technology 5/27/2003 $0.00 $118,000.00 Upgrade Services People Tools release 8.42. Install PeopleSoft Service Packs: 8.4 SP1 Asset Management, General Ledger, Payables, Statement of Services-Installation of Purchasing, and any applicable PeopleSoft "required at Install" fixes and updates on Amendment 99-56 PeopleSoft USA Information Technology 6/6/2003 $0.00 $10,000.00 Software services so that functions set forth on PeopleSoft's Post Installation Checklist can be demonstrated pursuant to the Installation Verification Test. OriginalContract 003-52 Department of Management Services Accounting & Administrative Services Expenses (773xx) Leased space at the Capitol, 9th Floor Room 910 (consisting of 190 square feet) In Perpetuity 7/1/2003 $2,791.12 $2,791.12 No Active 60 Days Fixed Fee No $250 per review, $40/h No Amendment to defined terms. Amended Scope of
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