CSP902721_Revised_Contract.pdf

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Competitive Selection OH|CSP902721
Contract number
CSP902721
Issued by
Ohio

About this file

This is a Mandatory Use Contract issued by the Ohio Department of Administrative Services (DAS), General Services Division, Office of Procurement Services for a Combined Charitable Campaign Coordinating Organization. The contract is with United Way of Central Ohio, Inc., located in Columbus, Ohio, and was originally awarded through Request for Proposal (RFP) No. CSP902721, which opened on 11/18/20.

The contract covers campaign operating expenses for the Combined Charitable Campaign, with operating expense rates ranging from 9.20% to 9.95% across different years (2021-2025). The contract was initially effective from 01/01/21 to 12/31/22 and has been renewed through 12/31/25, with amendments updating the contractor's address and adding yearly campaign operating expenses. The yearly budget is based on the amount raised during the previous year's campaign and is subject to the State Steering Committee's approval. The contract includes provisions prohibiting the expenditure of public funds for offshore services and investments in Russian institutions, with the contractor required to complete a Contractor/Subcontractor Affirmation and Disclosure Form.

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Index No.: DAS019

Eff. Date: 01/01/25

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: COMBINED CHARITABLE CAMPAIGN COORDINATING ORGANIZATION

CONTRACT NUMBER: CSP902721 EFFECTIVE DATES: 01/01/21 TO 12/31/22

* Renewal through 12/31/25

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

CSP902721 that opened on 11/18/20. 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 Department of Administrative Services 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 12 month renewal of the contract, effective 01/01/25 through 12/31/25.

Eff. Date: 01/01/23

* MUTUALLY AGREED UPON CHANGES

Attachment Three: General Terms and Conditions, Part Two: Work & Contract Administration: 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 and updated language regarding the Expenditure of Public Funds for Offshore Services, effective 01/01/23.

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

* Eff. Date: 07/22/24

CONTRACTOR INDEX

CONTRACTOR AND TERMS: CONTRACT NO.: CSP902721

0000076548 United Way of Central Ohio, Inc.

* 215 N. Front St., Suite 600 Columbus, OH 43215

CONTRACTOR’S CONTACT:

Bryan Shelton, Director, Public Sector Campaigns Telephone: 614-227-2751 Email: bryan.shelton@uwcentralohio.org

Jeanene Tooill, Campaign Coordinator Telephone: 614-965-1666 Email: Jeanene.Tooill@uwcentralohio.org

* Indicates an update to the Contractor’s address, effective 07/22/24.

* Eff. Date: 01/01/25

COST SUMMARY

COMBINED CHARITABLE CAMPAIGN COORDINATING ORGANIZATION

CSP902721

UNSPSC CATEGORY CODE: 94131600

DESCRIPTION COST

2021 Campaign Operating Expenses 9.86%

2022 Campaign Operating Expenses 9.95%

2023 Campaign Operating Expenses 9.20%

2024 Campaign Operating Expenses 9.95%

* 2025 Campaign Operating Expenses 9.40%

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.

Yearly budget will be based on the amount raised during the previous year’s campaign and is subject to the State Steering Committee’s approval.

* Indicates the addition of the 2025 Campaign Operating Expenses to the contract, effective 01/01/25.

Eff. Date: 01/01/25

SUMMARY OF AMENDMENTS

Amendment Number

Effective Date Description

5 01/01/25

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 12 months, effective 01/01/25 through 12/31/25. This amendment is also issued to add the 2025 Campaign Operating Expenses to the contract, effective 01/01/25.

4 07/22/24 This is amendment is issued to update the Contractor’s address, effective 07/22/24.

3 01/01/24

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 twelve (12) months, effective 01/01/24 through 12/31/24. This amendment is also issued to add the 2024 Campaign Operating Expenses to the contract, effective 01/01/24.

2 01/01/23

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 twelve (12) months, effective 01/01/23 through 12/31/23. This amendment is also issued to add the 2023 Campaign Operating Expenses to the contract, effective 01/01/23; to include updated language regarding the Prohibition of the Expenditure of Public Funds for Offshore Services;

and to repaginate.

1 06/08/21 This amendment is issued to update the Contract Contact for United Way of Central Ohio, Inc. and to add a Summary of Amendments page to the contract.

CONTRACT FOR: COMBINED CHARITABLE CAMPAIGN COORDINATING ORGANIZATION

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