Agency Office of Higher Education

Contractor S L Capital Strategies LLC

SWIFT Contract Number 152887

Project Name Financial Advisory Services

Project Number (if applicable) {Empty}

Summarize purpose of the contract, including why it was necessary: Provide financial advisor services related to the SELF loan program - investment of funds, bond issuances, post-issuance compliance issues, margin rates and current market conditions. Trust Administration services for all of the supplemental loan program revenue bonds.

Project Duration

Start Date Fri, 04/19/2019 - 00:00

Original end date Sat, 03/30/2024 - 00:00

Actual end date Sat, 03/30/2024 - 00:00

Did project finish on time? Yes

Total billable hours utilized (if applicable) {Empty}

Contract Amounts

Original contract: $495000

Amendments $720000

Contract total $1215000

Did project finish within budget? Yes

What was the funding source? 8300 E608000 Loan Capital Fund Admin

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 Thomas Sanford

Evaluator Email Address thomas.sanford@state.mn.us

Evaluate the contractor's timeliness The Contractor performed satisfactorily.

Evaluate the contractor's quality The Contractor performed satisfactorily.

Evaluate the contractor's cost The Contractor's cost was very competitive.

Evaluate the contractor's overall performance The Contractor performed satisfactorily.

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 4 - satisfied