Agency Commerce Dept

Contractor Merlinos & Associates, Inc.

SWIFT Contract Number 156820

Project Name State National, MC

Project Number (if applicable) {Empty}

Summarize purpose of the contract, including why it was necessary: Market Conduct Examination

Project Duration

Start Date Mon, 05/06/2019 - 00:00

Original end date Tue, 04/28/2020 - 00:00

Actual end date Fri, 04/28/2023 - 00:00

Did project finish on time? Yes

Total billable hours utilized (if applicable) {Empty}

Contract Amounts

Original contract: $58000

Amendments {Empty}

Contract total $58000

Did project finish within budget? Yes

What was the funding source? Insurance revolving fund

Is this a sole source contract? No

If this was a single source contract, explain why the agency determined there was only a single source for the services (if applicable) {Empty}

Evaluator Name Bryce Wang

Evaluator Email Address Bryce.wang@state.mn.us

Evaluate the contractor's timeliness Subject matter (force placed insurance) is niche and complicated. My understanding is that the examination was also placed on hold numerous times for potential settlements and evaluating actions in other force placed exams. Timely within these circumstances.

Evaluate the contractor's quality Based on my limited knowledge of this examination, the contractor’s quality was reportedly satisfactory.

Evaluate the contractor's cost The contractor’s cost were reasonable within the national marketplace for their hourly rates.

Evaluate the contractor's overall performance The contractor’s performance was reportedly satisfactory.

Would you engage the contractor's services again? Yes

Describe any negative action taken during the duration of this contract (i.e., termination, pursuit of suspension, etc.): None to my knowledge.

Please rate the overall experience with the contractor 4 - satisfied