Agency Investment Board

Contractor QED Financial Services

SWIFT Contract Number 145594

Project Name Computer Related Services - Investment Accounting

Project Number (if applicable) {Empty}

Summarize purpose of the contract, including why it was necessary: {Empty}

Project Duration

Start Date Mon, 01/01/2018 - 00:00

Original end date Sat, 12/31/2022 - 00:00

Actual end date Sat, 12/31/2022 - 00:00

Did project finish on time? Yes

Total billable hours utilized (if applicable) {Empty}

Contract Amounts

Original contract: $2037120.00

Amendments {Empty}

Contract total $1615878.22

Did project finish within budget? Yes

What was the funding source? 7504 - A dedicated receipt

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 Shirley Baribeau

Evaluator Email Address shirley.baribeau@state.mn.us

Evaluate the contractor's timeliness Timely, we need to close the books and reconcile between trading system and custodian bank to the penny on a daily basis and the vendor is timely with any issues to be resolved.

Evaluate the contractor's quality Quality is good.

Evaluate the contractor's cost Costs are within the original projection.

Evaluate the contractor's overall performance Contractor's performance is good, we have not had any issues with them.

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.): {Empty}

Please rate the overall experience with the contractor 4 - satisfied