Agency Revenue Dept

Contractor Maximus Inc.

SWIFT Contract Number 215958

Project Name FIDM Data Match

Project Number (if applicable) {Empty}

Summarize purpose of the contract, including why it was necessary: The purpose of the Maximus contract with the Minnesota Department of Revenue is for Maximus to facilitate the Financial Institution Data Match process. This process is used to collect unpaid taxes or other agency debt owed to the state of Minnesota.

Project Duration

Start Date Wed, 07/01/2020 - 00:00

Original end date Thu, 06/30/2022 - 00:00

Actual end date Wed, 12/31/2025 - 00:00

Did project finish on time? No

Total billable hours utilized (if applicable) {Empty}

Contract Amounts

Original contract: $200000

Amendments $275000

Contract total $475000

Did project finish within budget? Yes

What was the funding source? State/1000

Is this a sole source contract? Yes

If this was a single source contract, explain why the agency determined there was only a single source for the services (if applicable) The original contract was awarded through RFP. A new RFP is currently in the evaluation stage, so a 6-month extension was granted through Single Source to prevent a lapse in services while the RFP is being completed.

Evaluator Name Jason Brynildson Khang

Evaluator Email Address jason.brynildson.khang@state.mn.us

Evaluate the contractor's timeliness 3 - Contractor's response time to requests, inquiries, and communication has been mostly timely.

Contractor's process for review and signing of contracts has been lengthy with little or no feedback on the reasoning, and has resulted in last minute approvals leaving very limited time for the State to complete our signing process.

Evaluate the contractor's quality 3 - Contractor's quality of service is generally good. They are responsive when technical issues arise.

Evaluate the contractor's cost 3 - We believe the cost is appropriate. Revenue receives good collection results from the FIDM process.

Evaluate the contractor's overall performance 3 - Overall performance is sufficient.

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.): In May 2023 a data incident occurred with Maximus where a financial file was breached which impacted 490,000 individuals across the county. Revenue, MDHS and Maximus worked together to handle the breach, disclosure of individuals data, and appropriately reported to the agencies and state Government. Notification went out to the impacted individuals and technical fixes were implemented to prevent any future data breaches.

Please rate the overall experience with the contractor 3 - neutral