Master Blanket Purchase Order P509184

Header Information
Purchase Order Number: P509184 Release Number: 0 Short Description: Deferred Compensation Plan Services
Status: 3PS - Sent Purchaser: Will Glasmyer Receipt Method: Dollars
Fiscal Year: 2010 PO Type: Blanket Minor Status:
Organization: Baltimore City
Department: BOP - BUREAU OF PROCUREMENT Location: BOPCD - BOP Commodities Division Type Code:
Alternate ID: Entered Date: 07/20/2009 03:25:18 PM Control Code:
Days ARO: 0 Retainage %: 0.0% Discount %: 0.0%
Print Dest Detail: If Different
Catalog ID: Release Type: Standard Release Pcard Enabled: No
Contact Instructions: Will Glasmyer @ 410-396-5729 Tax Rate: Actual Cost: 0.0
PO Header Work Order Number:
Agency Attachments: BOE Ext Deferred Compensation Plan Services 8-27-14.pdf
GWRS Amendment 1 to Reality Investing Advisory Services Agreement executed 8-27-14.pdf
GWRS First Restated and Amended Service Agreement executed 8-27-14.pdf
GWRS WF Custodial Agrmt 6 401(a) executed 8-27-14.pdf
Agt Letter Deferred Compensation Plan Services 10-22-14.pdf
Agt Participation Deferred Compensation Plan Services 10-22-14.pdf
BOE Agt Deferred Compensation Plan Services 10-22-14.pdf
BOE Amd Deferred Compensation Plan Services 3-4-15.pdf
Amd Reality 3 Deferred Compensation Plan Services 3-4-15.pdf
Vendor Attachments:

Agency Attachment Forms:
Vendor Attachment Forms:
Primary Vendor Information & PO Terms
Vendor: 00010068 - Great-West Life and Annuity
Edgar Rodriguez
8515 E. Orchard Rd.
Greenwood Village, CO 80111
Phone: (303)737-4287
Payment Terms: Shipping Method:
Shipping Terms: Freight Terms:
PO Acknowledgements:
Document Notifications Acknowledged Date/Time
Change Order 1 Emailed to at 07/23/2010 04:09:38 PM
Change Order 2 Emailed to at 10/19/2012 11:19:16 AM
Change Order 3 Emailed to at 10/28/2013 10:24:18 AM
Change Order 4 Emailed to at 09/04/2014 11:21:44 AM
Change Order 5 Emailed to at 11/06/2014 03:30:55 PM
Master Blanket/Contract Vendor Distributor List
Vendor ID Vendor Name Preferred Delivery Method Vendor Distributor Status
Great-West Life and Annuity Email Active
Master Blanket/Contract Controls
Master Blanket/Contract Begin Date: 12/01/2009 Master Blanket/Contract End Date: 12/31/2017
Cooperative Purchasing Allowed: No
Organization Department Dollar Limit Dollars Spent to Date Minimum Order Amount
BALT - Baltimore City BOP - BUREAU OF PROCUREMENT 0.01 0.0 0.0
Item Information   
Print Sequence # 1.0, Item # 1:   457 Employee and Retiree Deferred Compensation Plan Services and 401(a) Employee Deferred Compensation Plan Services for the Finance Department as per the terms and conditions in Master Agreement and all supporting documents included therein (Contract B50001019) as awarded by the Board on July 15, 2009 and subsequently amended by the Board on August 27, 2014 for the period thru December 31, 2017. 3PS - Sent
NIGP Code: 946-45
   Employee Benefit Funds
Receipt Method Qty Unit Cost UOM Discount % Total Discount Amt. Tax Rate Tax Amount Total Cost
Dollars 1.0 0.0 EA - Each 0.0 0.0 0.0 0.0
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