Executed Mauk Contract.pdf

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Sign Specification Writer / Consultant

P22-005-O26

Piggybackable

Issuing Agency: This contract is entered by and between The State of Wisconsin on behalf of the Board of Regents of the University of Wisconsin System for the University of Wisconsin-Milwaukee and Lipari Foods.

Contractor:

Mauk Swanson, LLC 317 Sheldon Court Green Bay, WI 54313 920-358-3566

Contract Administrator (Day to Day Operations):

Mike Priem, (414) 251-8187, priemm@uwm.edu

Contract Manager: Pam Loignon, (414) 229-5212, loignon@uwm.edu

Contract Manager: Andrea Swanson, 920-358-3566, alswnsn@gmail.com

1. General Description: Provide onsite consultation and technical specification services for use in UWM’s bids and requests for proposals. Services to include but not limited to planning and design, detailed production and installation drawings, artwork, and written technical specifications for the products, fabrication, and installation.

When providing these services for UWM, the contractor, or any of its subsidiaries, will not be allowed to participate in the procurement. Because UWM must adhere to State of Wisconsin Chapters 16 and 36 Statutes, confidentiality is a key component of this contract

2. Multiple Awards/Ordering Decisions: Due to the variety and uniqueness of potential projects, it is anticipated that awards will be made to multiple responsible bidders, which will be aggregated onto a contract list. UWM departments will be allowed to compare the various vendors on the contract list for pricing, and purchase from the vendor that best meets UWM’s needs. This contract must be available to all UWM departments, including outlying destinations such as UWM at Waukesha and Washington County. This contract is not mandatory. There is no guarantee of any purchases.

3. Contract Length: The contract will be for a one (1) year period from February 15, 2022, through February 14, 2023, with the option for four (4) one (1) year renewals that shall be automatically renewed unless either party notifies the other within ninety (90) days of renewal period of intention not to renew. Terms, conditions, and the Maximum

Blended Hourly Rate basis shall remain the same for the initial term of the contract and all renewals

4. Pricing and Payment Acceptance: Contractor does accept charge cards with no additional fees, however, prefers checks or direct deposit for invoices over $1000.00. Contractor accepts purchase orders with payment terms of net 30.

Maximum Blended Hourly Rate: $74.00

Maximum Blended Hourly Rate is the maximum rate you agree to charge UWM throughout the entire contract but may charge a lower blended hourly rate depending on the work requested. Contractor agrees to provide quotations that show the hourly rate and the number of hours to complete the service work, the Final Cost to

UWM.

Your final cost to UWM must not exceed the quotation price and must be fully inclusive of all charges to UWM.

UWM will not pay any increased costs due to additional requirements identified by UWM and the Contractor after the initiation of effort on the work specified in the quotation, and until a change order or amendment to the quotation, increasing the funding limitation, is approved by UWM.

5. Price Escalation: The Maximum Blended Hourly Rate must not change during the term of the contract including renewals.

mailto:priemm@uwm.edu mailto:loignon@uwm.edu mailto:alswnsn@gmail.com

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6. Quotations: Quotations must be provided at no cost to UWM and may require a site visit. Quotations must be itemized, clearly showing what is included and how much time is appropriated for each type of service to include but not limited to artwork, detailed production and installation drawings, revisions, technical specifications for product and installation etc. and is to be fully inclusive of all costs. Quotations must clearly specify if UWM has any responsibilities. Terms and conditions on vendor provided quotations are null and void and are not a part of this contract.

7. Quotation Pricing: It is hereby stipulated and agreed that the total cost to UWM for the performance of the work under this Contract will not exceed the quotation price. Contractor agrees to perform the work specified and all obligations under this Agreement as specified in the quotation. UWM shall not be obligated to reimburse

Contractor for billing in excess of the funding limitation set forth in the quotation, and Contractor shall not be obligated to continue performance of work under the order or to incur costs in excess of the funding limitations if such increased costs are due to additional requirements identified by UWM and the Contractor after the initiation of effort on the work specified in the quotation, and until a change order or amendment to the quotation, increasing the funding limitation, is approved by UWM.

8. Scope of Work: Must be able to provide the following:

a. Must be able to design and provide specification services for custom architectural signs such as exterior building marques and interior donor recognition/departmental branding signs.

b. Must perform on campus site visits. If a site visit is required to provide a quote, the quote and site visit must be provided at no cost to UWM.

c. Must become familiar with UWM’s current existing signs and messaging to prepare sign plans, specifications, detailed production and installation drawings, and artwork suitable for sign fabrication that includes material, colors, font, size, etc. that adhere to UWM Branded Guidelines found here: https://uwm.edu/brand/ for conformity. Our two primary school colors are black and gold (PMS 1235).

d. Must make reasonable efforts to ensure that personnel work in harmony with the contract administrator or requesting department.

e. Services must be coordinated, scheduled, and approved by the UWM Project Coordinator

f. Must provide a written timeline detailing sequence/schedule of work, with starting and ending dates for each activity.

g. Recommend, develop, and assist with placement of signage, signage and material types, fabrications, artwork, finishing, hardware, and installation.

h. Must ensure that all work provided to UWM meets city code and is consistent with or exceeding existing conditions as applicable. Contractor will take into account any restrictions listed in the municipal sign code for exterior signage, but it will be the responsibility of the awarded sign vendor to confirm that the final sign design complies with all municipal codes. The awarded sign vendor will be responsible for obtaining sign permits and attending any aesthetic review or variance meetings associated with the sign.

i. Contractor will be collecting measurements from the ground using a standard measuring device such as a tape measure. The measurements and information derived from these site visits can be used as a guide for the final product, but it will be the responsibility of the awarded sign vendor to perform an in-depth survey to verify measurements, install conditions and electrical service as needed

j. Create, revise as needed, and obtain written approval for conceptual drawings prior to written specifications being developed.

k. Create written specifications for the purpose of a bid package; to utilize materials and fabrication methods assumed available to most sign companies.

l. Provide artwork and graphic design services in the form of Photoshop, Indesign and/or high-res PDF.

m. Provide proofs, artwork, detailed production and installation drawings and specifications to UWM for final review and approval within the established deadlines.

n. Revise proofs, artwork, drawings, and written specifications to UWM at the as the project progresses until approved by UWM in writing. UWM will not be liable for any work that is unapproved or for any progressive work that has been started without prior approval of previous work. For example, technical specifications that have been started when detailed production and installation drawings have not been approved.

o. Submit final conceptual drawings and written specifications to UWM.

p. UWM will retain ownership of all work produced including graphic design output.

9. Subcontracting: Subcontracting is not allowed.

https://uwm.edu/brand/

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10. Additional Services: UWM reserves the right to purchase all similar or like items in the contractor’s product line.

Contractor shall provide like items at the same pricing discounts or pricing basis as stated in the bid response

11. Confidential Information: Contractor acknowledges that it may receive confidential information and trade secrets

("Confidential Information") from UWM while performing the Services under the Contract, including without limitation, lists of sponsors and potential sponsors.

Contractor shall agree to safeguard the Confidential Information using measures that are equal to the standard of performance used by Contractor to safeguard its own Confidential Information of comparable value, but in no event less than reasonable care.

Contractor shall not use any Confidential Information for any purpose except to perform its obligations under the

Contract and as otherwise expressly contemplated by the Contract; provided, however, that if Contractor or its representative is requested or required to disclose any Confidential Information, Contractor shall promptly notify

UWM of such request or requirement so that UWM may seek an appropriate protective order or other appropriate relief and/or waive compliance with provisions of the Contract.

The secrecy of the Confidential Information disclosed pursuant to the Contract shall be maintained for such time that the disclosing party maintains its confidentiality. Confidential Information shall not include any information which is publicly available at the time of disclosure or subsequently becomes publicly available through no fault of the recipient party or is rightfully acquired by the recipient party from a third party who is not in breach of a

Contract to keep such information confidential or is the result of verifiable independent development by the recipient without the use of Confidential Information.

Upon any expiration or termination of the Contract, Contractor shall promptly return or destroy any Confidential

Information of UWM and any copies, extracts and derivatives thereof and shall provide proof of having done so.

12. Trademark. In the event your campus client/project requires you to create product(s) using UWM marks (e.g., apparel, signage, etc.), please note that you must use follow the brand standards put forth by UWM which can be found here: https://uwm.edu/branding/ . These brand standards include, but are not limited to, the proper use of university colors, logos, names, and other references. Contractor will be expected to work very closely with our

University Relations and Communications department to ensure compliance.

13. Background Check: This contract is contingent upon, Contractor supplying workers who have passed a criminal background check that includes a national criminal background check database demonstrating the worker(s) have no convictions or pending criminal charges that are substantially related to the contracted for activities or services, including but not limited to, those that would render the worker unsuitable for regular contact with children.

Disqualifying convictions or charges include, but are not limited to, sexual, violent, and drug offenses.

14. Promotional Materials / Endorsements: Contractor agrees that they will not use any promotional or marketing material which states expressly or implies that the University endorses either the Contractor or any party related to the Contractor or this Contract.

15. Insurance: Not required. Insurance has been waived by James Olson on 2/8/22.

16. Affirmative Action: Not required as contractor employs less that 50 people

17. Vendor Agreements: UWM will not sign vendor-supplied agreements/contracts. Agency purchase orders along with this document and any amendments to this document, listing all required and necessary items will serve as the only contract document.

18. Travel Per Diems: Contractor’s travel and per diem expenses shall be the Contractor’s sole responsibility.

Payment to the Contractor by UWM shall not include an additional amount for this purpose.

19. Entire contract: This contract is awarded based on the criteria established in the RFB, including attachments and any amendments issued. The UWM Contract, the RFB including any amendments, Supplier’s response with attachments including any written communications incorporated into the contract, and the purchase order, constitute the entire contract between the parties. The order of priority in interpreting the contract shall be as listed.

https://uwm.edu/branding/

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For the State of Wisconsin on behalf of the Board of Regents of the University of Wisconsin System for the University of Wisconsin-Milwaukee

Pamela Loignon

Printed Name

Signature

Dated:

For the Contractor

Signature

Printed Name

Dated:

Andrea Swanson

02.08.2022

2/9/2022

RE: Insurance Question Regarding a Bid Award

James J Olson <olson69@uwm.edu> Tue 2/8/2022 1:02 PM

To: Pamela K Loignon <loignon@uwm.edu>

Hi Pam, the risk with this vendor is negligible. Please include her.

Regards, Jim J. Olson Risk Manager University Safety & Assurances University of Wisconsin–Milwaukee P.O. Box 413 (Engelmann Hall, Suite 270) Milwaukee, WI 53201-0413 Cell: 414/750-4699 Fax: 414/229-6729 Email: olson69@uwm.edu Web: hƩp://www.safety.uwm.edu

From: Pamela K Loignon <loignon@uwm.edu> Sent: Tuesday, February 8, 2022 7:18 AM To: James J Olson <olson69@uwm.edu> Subject: Re: Insurance QuesƟon Regarding a Bid Award

Morning Jim, Today is the last day of the appeal period for the sign consultant bid and contracts can be signed tomorrow.

Should I tell Mauk, that we will not be able to enter a contract with her unless she meets the standard insurance requirements less the workers comp?

Thank you, Pam Loignon Purchasing

Engelmann Hall Purchasing Office Rm 220 PO Box 966 Milwaukee WI 53201

2033 East Hartford Ave Milwaukee WI 53211 Teams Phone: (414) 229‐5212 Fax 414‐229‐7238

From: Pamela K Loignon <loignon@uwm.edu>

Firefox https://outlook.office.com/mail/deeplink?Print

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Sent: Wednesday, February 2, 2022 7:49 AM To: James J Olson <olson69@uwm.edu> Subject: Re: Insurance QuesƟon Regarding a Bid Award

Hi Jim, Just to keep this in front of you, for your consideraƟon at your convenience.

Thank you, Pam Loignon Purchasing

Engelmann Hall Purchasing Office Rm 220 PO Box 966 Milwaukee WI 53201

2033 East Hartford Ave Milwaukee WI 53211 Teams Phone: (414) 229‐5212 Fax 414‐229‐7238

From: Pamela K Loignon Sent: Monday, January 24, 2022 1:57 PM To: James J Olson <olson69@uwm.edu> Cc: alswnsn@gmail.com <alswnsn@gmail.com> Subject: Insurance QuesƟon Regarding a Bid Award

Hi Jim, I am in the process of awarding a bid for a Sign SpecificaƟon Writer / Consultant to assist Mike with upcoming projects on campus.

When I put together the bid, I used our standard language:

Insurance: The Contractor shall maintain Standard Insurance levels as required here:

http://uwm.edu/risk-management/insurance/certificates-of-insurance/.

A certificate of insurance must be provided upon award and provided on an annual basis throughout the term of the Contract. The Contractor shall add: “The Board of Regents of the University of Wisconsin System, its officers, employees and agents as an ‘additional insured’ under the commercial general and automobile liability policies.” The certificate holder shall be listed as the University of Wisconsin-System Administration or System campus for their respective purchases.

We would like to award to Mauk Swanson LLC and one other company,. I have been working with Andrea in the CC above from Mauk Swanson LLC.

As projects come up, one or the other company could be used, or Mike may choose to go outside of our contract. ( More than likely not, but it could happen). The contract is for a total of 5 years.

Andrea currently does not meet the insurance requirements.

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Per an email from Andrea, this is what she has stated:

I am the sole employee of Mauk Swanson, LLC.

My standard homeowners and auto insurance (plus umbrella) has been enough coverage for the type of work I

do. I work out of my home office, and I drive my personal vehicle to site visits. I do not plan on using any motorized equipment or tools while onsite.

Jim, is there any type of excepƟon that can be made? I have included Andrea in the email in case you need documents or have quesƟons.

Thank you so much!!

Pam Loignon Purchasing

Engelmann Hall Purchasing Office Rm 220 PO Box 966 Milwaukee WI 53201

2033 East Hartford Ave Milwaukee WI 53211 Teams Phone: (414) 229‐5212 Fax 414‐229‐7238

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