Agency MN Management & Budget

Contractor Watermark Learning

SWIFT Contract Number 125906

Project Name Managing Change and Transition

Project Number (if applicable) {Empty}

Summarize purpose of the contract, including why it was necessary: To provide a workshop to Minnesota Housing Finance Agency employees and a separate workshop to managers on change management. The agency is undergoing significant change as a result of the Federal landscape and is in the midst of an office move.

Project Duration

Start Date Mon, 06/12/2017 - 00:00

Original end date Fri, 12/29/2017 - 00:00

Actual end date Thu, 07/13/2017 - 00:00

Did project finish on time? Yes

Total billable hours utilized (if applicable) {Empty}

Contract Amounts

Original contract: $2500

Amendments {Empty}

Contract total $2500

Did project finish within budget? Yes

What was the funding source? 5200

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 Lovlie Bromley

Evaluator Email Address lovlie.bromley@state.mn.us

Evaluate the contractor's timeliness No issue with timeliness.

Evaluate the contractor's quality See comments below.

Evaluate the contractor's cost Fee was reasonable. The price was negotiated down by $2,000 below their original quote.

Evaluate the contractor's overall performance The session for employees was well done and earned a rating of 4.5/5 from employees and a 3.6/5 for the management session. However, the instructor did not follow the instructions for the management session and tried to cram 3 hours of material in one hour and mentioned several times during both the employee and manager session that managers should have been at the employee session. She was told well in advance that they would not be at the employee session and failed to make the changes (ironic given the subject matter) to right size the information for the managers. She was told immediately before the management session, not to mention that they should have been at the employee session; but ignored the request and made mention of it 5 times during the presentation. The end result was the managers felt confused and there was no class participation. The HR Dir, Commissioner and Deputy were all very disappointed with the management session.

We would not work with the instructor Stevie Peterson again but would work with Watermark learning.

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.): Instructor failed to follow instructions for the management session. See comments above.

Please rate the overall experience with the contractor 3 - neutral