Agency MN State Retirement System

Contractor Forvis

SWIFT Contract Number {Empty}

Project Name Internal Audit Services

Project Number (if applicable) {Empty}

Summarize purpose of the contract, including why it was necessary: We contracted with Forvis (formerly BKD, LLP) to provide internal audit services at MSRS. Forvis was selected via RFP.

Project Duration

Start Date Thu, 05/31/2018 - 00:00

Original end date Wed, 05/31/2023 - 00:00

Actual end date Wed, 05/31/2023 - 00:00

Did project finish on time? Yes

Total billable hours utilized (if applicable) {Empty}

Contract Amounts

Original contract: $122400.00

Amendments $213400

Contract total $335800.00

Did project finish within budget? Yes

What was the funding source? MSRS operating funds.

Is this a sole source contract? {Empty}

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 Tim Rekow

Evaluator Email Address tim.rekow@msrs.us

Evaluate the contractor's timeliness Contractor performed all services in a timely manner.

Evaluate the contractor's quality Contractor performed all services in a quality fashion.

Evaluate the contractor's cost Contractor performed all services in a cost effecitive manner.

Evaluate the contractor's overall performance Contractor had solid overall performance.

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 5 - very satisfied