Agency Housing Finance Agency

Contractor Charter Solutions

SWIFT Contract Number 207780

Project Name HHMN Project Manager

Project Number (if applicable) {Empty}

Summarize purpose of the contract, including why it was necessary: Due to Homeowner Assistance Funding from the US Department of the Treasury, we had to created a program to distribute Federal Mortgage Relief Funds. As the program was a limited time program and because we didn't have Project Manager capacity we chose to engage a contractor for those services.

Project Duration

Start Date Mon, 02/21/2022 - 00:00

Original end date Fri, 02/17/2023 - 00:00

Actual end date Fri, 02/17/2023 - 00:00

Did project finish on time? Yes

Total billable hours utilized (if applicable) 2008

Contract Amounts

Original contract: $249878

Amendments $0

Contract total $249878

Did project finish within budget? Yes

What was the funding source? US Dept of Treasury HAF Funding B3430931

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 Bradl LeBlanc

Evaluator Email Address brad.leblanc@state.mn.us

Evaluate the contractor's timeliness Charter solutions quickly identified a solid candidate. Gail provided timely schedules, task lists and managed us through a successful launch of the program.

Evaluate the contractor's quality Gail provided detailed deliverables, coordinated with our team and external outsourced partner and our system vendor. She helped our Program Manager coordinate activities across several different divisions and teams. Her transition documents were quite detailed.

Evaluate the contractor's cost Cost was per the rates agreed in the contract.

Evaluate the contractor's overall performance Charter provided a quality resource that helped us achieve our program launch date. That date was moved due to ensuring we had fully translated program materials into multiple languages so we were able to meet the needs of communities most in need.

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

Please rate the overall experience with the contractor 5 - very satisfied