CSP901120-2_Revised_Contract.pdf

Index No.: TTA001

Eff. Date: 07/01/25

STATE OF OHIO

DEPARTMENT OF ADMINISTRATIVE SERVICES

GENERAL SERVICES DIVISION

OFFICE OF PROCUREMENT SERVICES

4200 SURFACE ROAD, COLUMBUS, OH 43228-1395

MANDATORY USE CONTRACT FOR: COMPREHENSIVE ADVERTISING, MARKETING SERVICES FOR OHIO’S 529

PLAN, COLLEGEADVANTAGE

CONTRACT NUMBER: CSP901120-2 EFFECTIVE DATES: 07/01/19 TO 06/30/21

* Renewal through 09/30/25

The Department of Administrative Services has accepted Proposals submitted in response to Request for Proposal (RFP) No.

CSP901120 that opened on 05/13/19. The evaluation of the Proposal responses has been completed. The Offeror listed herein has been determined to be the highest ranking Offeror and has been awarded a Contract for the services listed. The respective Proposal response including, Contract Terms & Conditions, any Proposal amendment, special Contract Terms & Conditions, specifications, pricing schedules and any attachments incorporated by reference and accepted by DAS become a part of this Services Contract.

This Requirements Contract is effective beginning and ending on the dates noted above unless, prior to the expiration date, the Contract is renewed, terminated, or cancelled in accordance with the Contract Terms and Conditions.

This Requirements Contract is available to the Ohio Tuition Trust Authority as applicable.

The agency is eligible to make purchases of the contracted services in any amount and at any time as determined by the agency.

The State makes no representation or guarantee that department will purchase the volume of services as advertised in the Request for Proposal.

This Requirements Contract and any Amendments thereto are available from the DAS Web site at the following address:

www.ohio.gov/procure

* Indicates a three-month renewal of the contract, effective 07/01/25 through 09/30/25.

Index No. TTA001 Eff. Date: 07/01/23

* MUTUALLY AGREED UPON CHANGES

Attachment Two: Requirements for Proposals; 17 – Governing The Expenditure Of Public Funds For Offshore Services:

The Contractor agrees to the following:

** Prohibition of the Expenditure of Public Funds for Offshore Services:

No State Cabinet Agency, Board or Commission will enter into any contract to purchase services provided outside of the United States or that allows State data to be sent, taken, accessed, tested, maintained, backed-up, stored, or made available remotely outside (located) of the United States, unless a duly signed waiver from the State has been attained. Notwithstanding any other terms of this Contract, the State reserves the right to recover any funds paid for services the Contractor performs outside of the United States for which it did not receive a waiver. The State does not waive any other rights and remedies provided to the State in the Contract.

Further, no State agency, board, commission, State educational institution, or pension fund will make any purchase from or investment in any Russian institution or company. Notwithstanding any other terms of this Contract, the State reserves the right to recover any funds paid to Contractor for purchases or investments in a Russian institution or company in violation of this paragraph. The provisions of this paragraph will expire when the applicable Executive Order is no longer effective.

The Contractor must complete the Contractor/Subcontractor Affirmation and Disclosure Form affirming the Contractor understands and will meet the requirements of the above prohibition. During the performance of this Contract, if the Contractor changes the location(s) disclosed on the Affirmation and Disclosure Form, Contractor must complete and submit a revised Affirmation and Disclosure Form reflecting such changes.

* Indicates the addition of a Mutually Agreed Upon Changes page to the contract.

** Indicates updated language regarding the Expenditure of Public Funds for Offshore Services.

https://procure.ohio.gov/pdf/EO2022-02D/04-Affirmation%20and%20Disclosure%20Form_3-4-22.pdf

* Eff. Date: 07/19/24

COST SUMMARY FORM

Advertising and Marketing Services for the CollegeAdvantage Direct 529 Savings Plan

* CSP901120-2

UNSPSC CATEGORY CODE: 82100000, 80170000, 80140000

* CONTRACTOR: FAHLGREN MORTINE, LLC

OAKS ID Number Description Price

36746 Advertising and Marketing Services Varies

DESCRIPTION: Actual fees and costs will vary depending on final approved approach to projects and deliverables desired by OTTA. Contract is a not-to-exceed price and OTTA is not obligated to purchase all services proposed or contracted. Fixed rate is $145 per hour, effective 07/01/23.

Firm Fee (All project fees, commissions or other fees charged by the Contractor for services provided)

Direct Costs (All costs (including but not limited to media, video or radio production, media buying, research, etc.) associated with projects assigned by the Agency. Direct costs will be estimated within the project budgets provided for approval by the Agency)

Out of Pocket (Miscellaneous expenses (printing, travel, etc.)

that are not covered by either the Firm Fee or Direct Costs.)

Total

A. Strategic Consulting and Account Services: $197,280 $3,000 $0 $200,280

B. Strategic Marketing Plan Development: $30,720 $0 $0 $30,720

C. Media Planning and Buying Services:

(Includes Firm’s Commission)

$10,000

(Includes Firm’s Commission)

$1,405,000

$0

$1,415,000

D. Media Creative Services: $275,000 $103,000 $0 $378,000

E. Research Projects: $20,000 $35,000 $0 $55,000

F. Video Planning, Creative, and Production: $15,000 $46,000 $0 $61,000

G. Public Relations Consulting Services: $50,000 $10,000 $0 $60,000

Not to Exceed Total Cost of Services and Deliverables: $598,000 $1,602,000 $0 $2,200,000

All costs must be in U.S. Dollars.

The State will not be responsible for any costs not identified.

There will be no additional reimbursement for travel or other related expenses.

* Indicates the Contract assignment to Fahlgren Mortine, LLC, per amendment, effective 07/19/24.

* Eff. Date: 07/19/24

CONTRACTOR INDEX

CONTRACTOR AND TERMS: CONTRACT NO: CSP901120-2

0000324130

* Fahlgren Mortine, LLC 4030 Easton Station, Suite 300 Columbus, Ohio 43219 TERMS: Net 30 Days

* CONTRACTOR’S CONTACT:

Brent Holbert, EVP/CFO Telephone: (614) 383-1508 Email Address: blholbert@fahlgren.com

* Indicates the Contract assignment to Fahlgren Mortine, LLC, per amendment and to update the Contract Contact, effective 07/19/24.

mailto:brent.holbert@fahlgren.com

Eff. Date: 07/01/25 Page No.: 5

SUMMARY OF AMENDMENTS

Amendment

Number Effective

Date Description

5 07/01/25 As a result of mutual agreement between the State of Ohio and the Contractor, this amendment is issued to renew the subject contract for an additional three months, effective 07/01/25 through 09/30/25.

4 07/19/24

This amendment is issued to assign Fahlgren Mortine, LLC to the Contract and to remove Fahlgren Mortine from the Contract. This amendment is also issued to update the Contract Contact, effective 07/19/24. All prices, terms, and conditions remain unchanged.

3 07/01/23

As a result of mutual agreement between the State of Ohio and the Contractor, this amendment is issued to renew the subject contract an additional twenty-four (24) months, effective 07/01/23 through 06/30/25. This amendment is also issued to indicate a change in the hourly rate, effective with all orders issued on or after 07/01/23; to add a Mutually Agreed Upon Changes page to the contract; to include updated language regarding the Prohibition of the Expenditure of Public Funds for Offshore Services; and to repaginate.

2 07/01/21

This amendment is issued to notify that as a result of mutual agreement between the State of Ohio and the Contractor, this contract is renewed for an additional twenty-four (24) months, effective 07/01/21 through 06/30/23. All other prices, terms, and conditions remain unchanged.

1 08/19/19 This amendment is issued to add OAKS ID 36746 to the Cost Summary Form and to add the Summary of Amendments, effective 08/19/19.