ESBD_379603_1729516585470_RFP25-0001 Addendum #1.pdf

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Attached to
RFP25-0001 Campus Financial Services
Solicitation number
RFP25-0001
Issued by
Edwards County, Texline Town, Texas

About this file

This document is an Addendum to the Request for Proposal (RFP) issued by Tarleton State University in Texas for Campus Financial Services (RFP25-0001). The addendum provides clarifications and additional details regarding marketing and advertising opportunities related to the campus financial services contract. Specifically, the addendum requests respondents to describe their experience activating the university's marketing assets, any additional marketing or advertising opportunities they would like to see included, and details on a potential comprehensive sponsorship or partnership that would complement the execution of the campus financial services contract. The RFP has a proposal due date of November 26, 2024.

The RFP seeks to establish a strategic business relationship to provide financial services for students, faculty, staff, and alumni, with a scope including intellectual property rights, campus marketing exclusivity, co-branded affinity debit card programs, financial education, and internships and scholarships. The contract term is 5 years with an optional 5-year renewal. The RFP details pricing and compensation structure requirements, including any proposed payments to Tarleton, scholarship and internship support, and additional value-added solutions. Tarleton has specified Historically Underutilized Business (HUB) subcontracting requirements and evaluation criteria focused on the financial offer, marketing/advertising, products/services, and implementation/customer service.

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October 21, 2024

ADDENDUM NUMBER 1

Campus Financial Services

RFP25-0001

Proposal must be received before: 3:00 PM Central Time, 26, November, 2024

Addendum 1 has been issued for clarifications on Marketing and Advertising:

Clarifications/additions to 4.5.5 Marketing and Advertising

7. Describe your experience activating University marketing assets to achieve increased customer engagement and increased sales of products and services. Do you envision utilizing the university's marketing assets within the scope of a corporate sponsorship featuring above-and-beyond strategic investment unrelated to the campus financial services contract?

8. Are there any other marketing or advertising opportunities which you would like to see included? If so, please describe the opportunity and provide a valuation of that opportunity.

Examples could include athletics sponsorship, naming opportunities / naming rights aligned with market and community goals, alumni engagement, or student engagement.

9. If willing, detail what a comprehensive sponsorship / partnership with the university would entail. Describe the sponsorship and / or engagement elements that would complement the execution of the campus financial services contract. How would those elements advance shared goals to include mutual growth centered on positive community impact, economic vitality and regional quality of life, and the university's continued rise as a national standard for opportunity, access, and excellence.

End of Addendum 1

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