Adopt a resolution authorizing: A) A two-year extension to the agreement with Innovest Portfolio Solutions LLC as the investment and fiduciary consultant to the County’s Deferred Compensation Advisory Committee and its defined contribution retirement plans for the period from January 1, 2025, to December 31, 2026, with the aggregate amount not to exceed $65,000 each year or $270,000 in total; and B) The Director of Human Resources to execute contract amendments which modify the County's maximum fiscal obligation by no more than $25,000 (in aggregate), and/or modify the contract term and/or services so long as the modified term or services is/are within the current or revised fiscal provisions.

Resolution Passed Introduced October 31, 2024

What this record is

Held by: Innovest Portfolio Solutions LLC
Amount: $65K
Runs until: October 31, 2026 61 days — goes back out to bid calculated from the contract term stated in the record
Type: amendment
Field: Professional services

Read automatically from the title of the official record. The source document below is authoritative.