17-2355 Addendum 1.docx

STATE OF WISCONSIN

UNIVERSITY OF WISCONSIN SYSTEM

OFFICE OF PROCUREMENT

780 REGENT STREET, ROOM 105

MADISON, WI 53715

ADDENDUM NUMBER 1

ADDENDUM DATE: 4/27/17

RFB NUMBER: MD-17-2355

BID DATE: 5/4/17

COMMODITY OR SERVICE: Banking and ATM Services at UW-Green Bay

REVISIONS:

Section 1.5 – Contract start date should be changed to July 1, 2017.

Section 2.2 – Calendar of Events, the date for questions to be due should be changed to April 28, 2017

Section 7.7 – Replace the entire section with the following:

The campus would like to work with our Banking partner to provide Marketing, Scholarship and Sponsorship funds to UWGB students, departments, and programs at our discretion in exchange for exclusive ATM and banking services on campus.

The Successful Bidder will provide contribution to sponsorship of student activities and events; advertisement and marketing of UWGB venues and activities; and financial support of the University. All contributions will be for cash payments towards these obligations, and distribution of such contribution will be discretionary to the University. The specific details and arrangements for Marketing, Advertising, and Sponsorship section of this RFB will coordinated between the selected vendor and the University and/or our representatives (i.e. Learfield/Phoenix Sports Properties). Those details and arrangements will be determined based on the total amount bid for Marketing, Advertising, and Sponsorship. The placement of an ATM in the Kress Events Center will be in conjunction with the support of Green Bay Athletics and their marketing partner (Learfield/Phoenix Sports Properties).

Campus Marketing; suggested $25,000 annually, examples of opportunities for this level of support include:

· Weidner Center for the Performing Arts; playbill sponsorship, show sponsorship, venue signage

· Shorewood Golf Course; scorecard advertisement, golf cart sponsor and advertisement, hole signage

· Kress Event Center; signage and event sponsorship (excluding athletic events)

· Sponsorship of Academic Events; History Day, Music Festivals, Business Week

· University Union & Dining Services; rental use and other conference opportunities

· Prospectively, the vendor would have the ability to reach additional marketing agreements with campus-operated venues in excess of the annual minimal amount at their own discretion separate from the awarded agreement.

Student Activities and Organization Support; suggested $15,000 annually, examples of opportunities for this level of support include:

· Direct contribution to annual allocable budget of Student Affairs for distribution and support of Student Organizations

· Sponsorship of Student Organization event

· Sponsorship of Intramural Athletic Events and Club Sports

· Contribution to the UWGB Student Green Bay Transit Program Scholarship and Academic Program Support; suggested $15,000 annual contribution

· Selected vendor shall make an annual contribution to the support of UWGB Academic programs and scholarships by direct contribution to be used at the discretion of the Office of the Chancellor Green Bay Athletics, non-exclusive marketing rights. $50,000 annually

· Successful bidder will have the right to establish a marketing agreement with Phoenix Sports Properties, LLC, a subsidiary of Learfield Acquisitions, LLC (“PSPS”) inclusive of the potential to place an ATM in the Kress Events Center and may include additional marketing rights such as courtside signage, social media campaigns, in-game promotions, and website presence. Through a non-exclusive marketing agreement, PSP reserves the right at that value to seek additional banking marketing partners. Final details including price and marketing assets to be determined between successful bidder and PSP.

· The terms and value of the non-exclusive marketing agreement shall be subject to negotiations between the vendor and PSP on an annual basis, but shall not be of a value less than $50,000 per year during the term of the awarded contract.

Green Bay Athletics exclusive marketing rights. $100,000 annually

· Successful bidder will have the right to establish an exclusive marketing agreement with Phoenix Sports Properties, LLC, a subsidiary of Learfield Acquisitions, LLC (“PSPS”) inclusive of the right to place an ATM in the Kress Events Center and may include permanent on-court branding, presenting game sponsorships, and scoreboard signage and additional marketing rights such as courtside signage, social media campaigns, in-game promotions, and website presence. Through an exclusive marketing agreement, PSP would forgo the right at to seek additional banking marketing partners for sponsorship of Green Bay Athletics. Final details including price and marketing assets to be determined between successful bidder and PSP.

· The terms and value of the exclusive marketing agreement shall be subject to negotiations between the vendor and PSP on an annual basis, but shall not be of a value less than $100,000 per year during the term of the awarded contract

Section 10 – Please use the revised Bid Form attached.

All other parts of this Request for Proposal remain unchanged.

If you have submitted a bid and wish to amend it or change it, please mark the envelope clearly "Amendment to Proposal No. Md-17-2355". If you have submitted a Proposal and have no changes, we will retain it in the file and open it on the due date.

FINANCIAL CONSIDERATION BID

We, the undersigned, in compliance with the Request for Bid No. MD-17-2355 for On-Site Banking and ATM Services dated May 4, 2017 hereby submit the following Financial Considerations to UWGB. In making these Bids we acknowledge that we have read and understood this RFB and hereby submit our Bid in accordance with the terms and conditions of the RFB specifications and agree to fulfill our legal obligations pursuant to the attached contractual provisions.

Banking Space Lease

Bidder agrees to make a monthly rent payment of $__________________ (UWGB requires a minimum monthly rent payment of $3,000.00.)

ATM Fee

For the right to provide three ATMs per this RFB, bidder agrees to make an annual payment in the amount of $ __________________.

(UWGB requires a minimum annual payment of $5,000 comprised using the following schedule: $2,500ea. for full service ATMs, $1,250ea. for cash only ATMs – additional agreed-upon ATMs through-out campus will follow this schedule) Marketing, Scholarship and Sponsorship Payments (Optional) Bidder agrees to make an annual Marketing, Scholarship and Sponsorship payment in the amount of $_______________ There is no minimum bid required. See section 7.7 for details.

Addenda THE BELOW ADDENDA HAVE BEEN RECEIVED AND CONSIDERED IN THE PREPARATION OF THIS BID. PLEASE COMPLETE THE ACKNOWLEDGMENT BY INSERTING THE DATE OF THE ADDENDA.

WE ACKNOWLEDGE: ADDENDUM #1 DATE _________

ADDENDUM #2 DATE _________

ADDENDUM #3 DATE _________

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