UNIVERSITY OF WISCONSIN SYSTEM

REQUEST FOR BID (RFB) MD-17-2355

On-Site Banking and ATM Services University of Wisconsin-Green Bay

DATE OF ISSUE: April 13, 2017

BID DUE DATE: May 4, 2017 at 2:00pm

MD-17-2355

State of Wisconsin Wis. Statutes s.16.75

DOA-3070 (R08/2003)

BIDS MUST BE SEALED AND ADDRESSED TO: |_| Remove from bidder list for this commodity/service. (Return this page only.)

University of Wisconsin System Administration Office of Procurement 780 Regent Street, Suite 105 Madison, WI 53715

Bid envelope must be sealed and plainly marked in lower corner with due date and Request for Bid # MD-17-2355. Late bids will be rejected. Bids MUST be date and time stamped by the soliciting purchasing office on or before the date and time that the bid is due. Bids dated and time stamped in another office will be rejected. Receipt of a bid by the mail system does not constitute receipt of a bid by the purchasing office. Any bid which is inadvertently opened as a result of not being properly and clearly marked is subject to rejection. Bids must be submitted separately, i.e., not included with sample packages or other bids. Bid openings are public unless otherwise specified. Records will be available for public inspection after issuance of the notice of intent to award or the award of the contract. Bidder should contact person named below for an appointment to view the bid record. Bids shall be firm for acceptance for sixty (60) days from date of bid opening, unless otherwise noted. The attached terms and conditions apply to any subsequent award.

REQUEST FOR BID

On-Site Banking and ATM Services For University of Wisconsin-Green Bay

May 4, 2017 at 2:00pm

BIDDER

Name:

Address:

Name (Contact for further information) Marcel DuBois – mdubois@uwsa.edu

Phone

(608) 263-4380 Date April 13, 2017

Quote Price and Delivery FOB

|_| Fax bids are accepted |X| Fax bids are not accepted

Item No.

Quantity and Unit

Per Unit

Total

On-Site Banking and ATM Services for the University of Wisconsin-Green Bay

|_| We claim minority bidder preference [Wis. Stats. s. 16.75(3m)]. Under Wisconsin Statutes, a 5% preference may be granted to CERTIFIED Minority Business Enterprises. Bidder must be certified by the Wisconsin Department of Commerce. If you have questions concerning the certification process, contact the Wisconsin Department of Commerce, 5th Floor, 201 W. Washington Ave., Madison, Wisconsin 53702, (608) 267-9550. Does Not Apply to Printing Bids.

|_| We are a work center certified under Wis. Stats. s. 16.752 employing persons with severe disabilities. Questions concerning the certification process should be addressed to the Work Center Program, State Bureau of Procurement, 6th Floor, 101 E. Wilson St., Madison, Wisconsin 53702, (608) 266-2605.

In signing this bid we also certify that we have not, either directly or indirectly, entered into any agreement or participated in any collusion or otherwise taken any action in restraint of free competition; that no attempt has been made to induce any other person or firm to submit or not to submit a bid; that this bid has been independently arrived at without collusion with any other bidder, competitor or potential competitor; that this bid has not been knowingly disclosed prior to the opening of bids to any other bidder or competitor; that the above statement is accurate under penalty of perjury.

We will comply with all terms, conditions and specifications required by the state in this Request for Bid and all terms of our bid.

Name of Authorized Company Representative (Type or Print) Title Phone ( )

Email

Signature of Above

Date Federal Employer Identification No.

Social Security No. if Sole Proprietor (Voluntary)

This form can be made available in accessible formats upon request to qualified individuals with disabilities.

Table of Contents

INTRODUCTION AND PURPOSE

Purpose of the Request PURPOSE OF THE REQUEST FOR BIDS: The contractor shall furnish the services and requirements of this contract to University faculty, staff, students and guests in accordance with the provisions embodied herein utilizing space and utility service in the space provided.

ATM Service shall be available to all students, faculty, staff and visitors. It is understood that the Contractor has no control over any restrictions or limits that any individual financial institution may impose upon any person having access to ATMS, including persons who would otherwise be considered eligible users.

University of Wisconsin System Administration (UWSA) Procurement Services, on behalf of the University of Wisconsin-Green Bay invites your firm to submit a bid in response to this request for bid (RFB). The information submitted by all responding will be reviewed and used to determine which bid will best serve all UW-Green Bay requirements. This RFB is designed in anticipation that all services will be awarded to one Contractor.

Reasonable Accommodations REASONABLE ACCOMMODATIONS: The University of Wisconsin System Administration, Office of Procurement will provide reasonable accommodations, including the provision of informational material in an alternative format, for qualified individuals with disabilities upon request. If you think you need accommodations at a bid opening/vendor conference, contact Marcel DuBois in representation of the University of Wisconsin System Administration - Office of Procurement at 608-263-4380.

Scope SCOPE: The University of Wisconsin System Administration and the University of Wisconsin Board of Regents intends to utilize this bid for (this purchase only or all purchases for a year, etc.) the purchase of On-Site Banking and ATM Services on behalf of the University of Wisconsin-Green Bay as named in this Bid document.

Overview of Procuring Agency OVERVIEW OF PROCURING AGENCY: The University of Wisconsin System Administration performs administrative and executive functions for the University of Wisconsin System and its Institutions.

Contract Length CONTRACT LENGTH: It is the intent of the University to commence the resulting contract on or about June 1, 2017. The contract term will be for a five (5) year period from the effective date with two (2) automatic one (1) year extensions. The contract shall be automatically extended unless either party notifies the other in writing one hundred eighty (180) days prior to the anniversary date.

The total maximum contractual length will be seven (7) years Parties to the Contract The contract shall be between the Board of Regents of the University of Wisconsin System doing business as the University of Wisconsin-Green Bay, hereafter referred to as the "University" and the successful bidder hereafter referred to as the “Contractor".

Rick Warpinski, Director - University Union, shall be the representative of the University responsible for the administration of UW-Green Bay’s contract and referred to herein as "the appropriate Campus Authority or Campus Contract Administrator".

Cancellation and Termination CANCELLATION AND TERMINATION: The University of Wisconsin System reserves the right to cancel the resulting contract/agreement on the contract anniversary date, for any reason, by giving written notice to Contractor of such cancellation, at least one hundred eighty (180) days before the contract anniversary date. Contractor shall, in the event of such cancellation, be entitled to receive compensation for any work accepted hereunder in accordance with the University of Wisconsin System’s order(s). Contractor may also be compensated for partially completed work in the event of such cancellation. The compensation for such partially completed work shall be no more than the percentage of completion of each work effort, as determined in the sole discretion of the University of Wisconsin System, times the corresponding payment for completion of such work as set forth in the University of Wisconsin System’s order(s).

In addition, the University of Wisconsin System reserves the right to terminate the resulting contract/agreement, for reasons of breach of contract, by giving written notice to Contractor of such termination and specifying the effective date thereof, at least ten (10) days before the effective date of such termination. The University shall provide ten (10) calendar days written notice of contract breach and unless within ten (10) calendar days such neglect has ceased and arrangements made to correct, the University may cancel the contract by giving one hundred eighty (180) day notice in writing by registered or certified mail of its intention to cancel this contract. Contractor shall, in the event of such termination, be entitled to receive compensation for any work accepted hereunder in accordance with the University of Wisconsin System's order(s). Contractor shall also be compensated for partially completed work in the event of such termination. The compensation for such partially completed work shall be no more than the percentage of completion of each work effort, as determined in the sole discretion of the University of Wisconsin System, times the corresponding payment for completion of such work as set forth in the University of Wisconsin System's order(s).

Should the University breach any terms or provisions of this contract, the contractor shall serve written notice on the University setting forth the alleged breach and demanding compliance with the contract. Unless within ten (10) calendar days after receiving such notice, the allegation shall be contested or such breach shall cease and arrangements be made for corrections, the contractor may cancel the contract by giving one hundred twenty (120) day notice, in writing, by registered or certified mail of its intention to cancel this contract.

Upon cancellation, termination or other expiration of the resulting contract/agreement, each party shall forthwith return to the other all papers, materials, and other properties of the other held by each for purposes of execution of the contract/agreement. In addition, each party will assist the other party in the orderly termination of this contract/agreement and the transfer of all aspects hereof, tangible or intangible, as may be necessary for the orderly, non-disruptive business continuation of each party.

The University may discontinue this contract, in whole or in part, without penalty at any time due to non‑appropriation of funds.

If the contractor fails to maintain and keep in force required insurance, the University shall have the right to cancel and terminate the contract without notice.

VendorNet Registration The State of Wisconsin’s purchasing information and vendor notification service is available to all businesses and organizations that want to sell to the state including the University of Wisconsin System. Anyone may access VendorNet on the Internet at http://vendornet.state.wi.us to get information on state purchasing practices and policies, goods and services that the state buys, and tips on selling to the state. Vendors may use the same Web site address for inclusion on the bidders list for goods and services that the organization wants to sell to the state. A subscription with notification guarantees the organization will receive an e-mail message each time a state agency, including any campus of the University of Wisconsin System, posts a request for bid or a request for bid in their designated commodity/service area(s) with an estimated value over $50,000. Organizations without Internet access receive paper copies in the mail. Increasingly, state agencies also are using VendorNet to post simplified bids valued at $50,000 or less. Vendors also may receive e-mail notices of these simplified bid opportunities.

BID PROCEDURES AND INSTRUCTIONS

Format of Bid Vendors responding to this Request for Bid (RFB) must comply with the following format requirements:

Bid Submittal Four (4) hard copies of the completed bid, including the signed original, may be mailed, delivered by Bidder or by a third-party/courier service in a sealed envelope or package. The bid must also be submitted on a USB Flash Drive in the sealed envelope. Bids must be received and date/time stamped prior to 2:00 pm on the stated bid due date. Bids not so date/time stamped shall be considered late. Late bids shall be rejected.

Bids must be delivered to:

Marcel DuBois, Purchasing Agent UWSA Office of Procurement 780 Regent St., Suite 105 Madison, WI 53715 Receipt of a bid by the University mail system does not constitute receipt of a bid by the UW System Office of Procurement for purposes of this RFB.

To ensure confidentiality of the document, all bids must be packaged, sealed and show the following information on the outside of the package:

· Bidder's name and address

· Request for bid title (RFB: On-Site Banking and ATM Services at UW-Green Bay)

· Request for bid number (MD-17-2355)

· Bid due date May 4, 2017 2:00 PM CST Bid Organization and Format Bidders should use the Checklist found in Section 10 and be organized in the same order. Responses to the Bid Requirements found in Section 5 should be organized and presented in the order and by the number assigned in the RFB.

Calendar of Events CALENDAR OF EVENTS: Listed below are important dates and times by which actions related to this Request for Bid (RFB) must be completed. In the event that the University of Wisconsin System finds it necessary to change any of these dates and times it will do so by issuing a supplement to this RFB.

State of Wisconsin Terms and Conditions These standard and supplemental terms and conditions shall govern this bid and subsequent award. Vendors must accept these terms and conditions or submit point-by-point exceptions along with proposed alternative or additional language for each point, including any vendor contracts. Submission of any standard vendor contracts as a substitute for language in the terms and conditions is not a sufficient response to this requirement and may result in rejection of the vendor's bid. The State reserves the right to negotiate contractual terms and conditions other than those in the State of Wisconsin Contract when it is in the best interest of the State to do so.

Additional Information Include the completed Vendor Data Sheet and Vendor Reference Data Sheet and any other forms required in the bid. Include all additional information that will be essential to an understanding of the bid. This might include diagrams, excerpts from manuals, or other explanatory documentation that would clarify and/or substantiate the bid document.

Cost Information Provide cost information on the Request for Bid sheet. All costs for furnishing the product(s) and/or service(s) included in the bid in accordance with the terms and conditions in this RFB must be included.

Multiple Bids Multiple bids from a vendor will be permissible however each bid must conform fully to the requirements for bid submission. Each such bid must be separately submitted and labeled as Bid #1, Bid #2, etc. on each page included in the response. Alternate acquisition plans do not constitute multiple bids.

Incurring Costs INCURRING COSTS: The State of Wisconsin and University of Wisconsin System (including the Board of Regents of the University of Wisconsin System, its officers, agents and employees) are not liable for any cost incurred by a vendor in the process of responding to this RFB.

Site Visit/Inspection of Premises Bidders are invited to attend a site survey meeting on April 26, 2017 to visit and inspect the project site location completely prior to submitting bid in order to determine all requirements associated with the contract. Failure to inspect adequately shall not relieve the contractor from the necessity of furnishing and installing, without additional cost to the University, any materials and equipment or performing any labor that may be required to carry out the intent of the contract.

Bidders are encouraged to invite building contractors they may be using to perform work associated with this contract (if applicable).

Parking Arrangements:

Parking permits are not needed for the day of the site survey. UW-Green Bay Parking Departments allows for five visits annually before a vehicle without a parking permit is ticketed.

Site Contact Rick Warpinski, Director, University Union UW-Green Bay 2420 Nicolet Drive Green Bay, WI 54311

(920) 465-2090 warpinsr@uwgb.edu Questions Any questions concerning this RFB must be submitted in writing on or before April 28, 2017 to:

University of Wisconsin System Administration Office of Procurement Attn: Marcel DuBois Room No. 105 780 Regent Street Madison, WI 53715 mdubois@uwsa.edu Vendors are expected to raise any questions, exceptions, or additions they have concerning the RFB document or the attached State of Wisconsin Contract at this point in the RFB process. If a vendor discovers any significant ambiguity, error, conflict, discrepancy, omission, or other deficiency in this RFB, the vendor should immediately notify the above named individual of such error and request modification or clarification of the RFB document.

In the event that it becomes necessary to provide additional clarifying data or information, or to revise any part of this RFB, supplements or revisions will be posted on VendorNet.

From the date of release of this RFB, until a Letter of Intent is issued, all contacts with the University of Wisconsin System Personnel regarding this RFB shall be made through this purchasing section in the University of Wisconsin System Administration (UWSA) Office of Procurement. Violation of this condition may be considered sufficient cause for rejection of a bid, irrespective of any other considerations.

Each bid shall stipulate that it is predicated upon the terms and conditions of this RFB and any supplements or revisions thereof.

News Releases NEWS RELEASES: News releases pertaining to the RFB or to the acceptance, rejection, or evaluation of bids shall not be made without the prior written approval of the University of Wisconsin System Administration, Office of Procurement.

Each bid shall stipulate that it is predicated upon the terms and conditions of this RFB and any supplements or revisions thereof.

BID ACCEPTANCE, EVALUATION, AND AWARD

Bid Opening BID OPENING: Bids will be opened on May 4, 2017 at 2:00pm at the University of Wisconsin System Administration - Office of Procurement located at 780 Regent Street, Madison, WI 53715 in Room number 105. There will be no public bid opening.

All bids shall REMAIN FIRM for a minimum of ninety (90) days from the date of bid opening.

Preliminary Evaluation and Review of Mandatory Qualifications The bids will first be reviewed to determine if required information and minimum qualifications are met. Failure to meet minimum qualifications will result in rejection of the Bid. In the event that all Bidders do not meet the minimum qualifications, UWSA reserves the right to continue the review of the bids and to select the bid that most closely meets the requirements specified in this bid.

Right to Reject, Waive and Negotiate Bid UWSA reserves the right to accept or reject any and all bids. UWGB reserves the right to waive information in the bids and/or negotiate the terms of the contract, including the award amount, with the selected Bidder prior to entering into a contract. If contract negotiations cannot be concluded successfully with the highest scoring Bidder, UWGB may negotiate a contract with the next highest scoring Bidder.

Evaluation Criteria The bidder with the highest total bid across all categories for the full five year length of the contract will be considered the winning bidder.

Notification of Intent to Award Any vendors who respond to this RFB with a bid, will be notified in writing of the State’s intent to award the contract as a result of this RFB.

After notification of the intent to award is made, and under the supervision of University of Wisconsin System Administration Office of Procurement staff, copies of bids will be available for public inspection 8:30 a.m. to 4:30 p.m. at 780 Regent Street, Madison WI 53715 in Room 105. Vendors should schedule reviews with Marcel DuBois at 608-263-4380 to ensure that space is available for the review.

Appeals Process The appeals procedure applies to only those requests for bids that are $25,000 or greater. Notices of intent to protest and protests must be made in writing. Protestors should make their protests as specific as possible and should identify statutes and Wisconsin Administrative Code provisions that are alleged to have been violated.

The written notice of intent to protest the intent to award a contract must be filed with the President of the University System in care of:

Mr. Rich Lampe Director of UW System, Office of Procurement 780 Regent Street, Suite 105 Madison, WI, 53715 Appeals shall be received in his office by the close of business no later than five (5) working days after the notice of intent to award is issued.

The written protest must be received in his office by the close of business no later than ten (10) working days after the notice of intent to award is issued.

The decision of the Director of UW System Office of Procurement may be appealed to the Secretary of the Department of Administration within five (5) working days of the issuance of that decision with copy to Office of Procurement.

Minority Business The UWSA is committed to the promotion of minority business in the state’s purchasing program. With this procurement a successful Contractor is encouraged to purchase services and supplies from minority businesses certified by the Wisconsin Department, Bureau of Minority Business Development. The UW System Procurement unit may require from the successful Contractor a report of purchases of such supplies and services necessary for the implementation of the contract. A listing of certified minority businesses, as well as the services and commodities they provide, is available from the Department of Administration, Office of Minority Business Program, (608)267-7806.

State of Wisconsin agencies may make awards to certified Minority Business Enterprise (MBE), or Disabled Veteran-Owned Business (DVB) firms submitting the lowest qualified bid when that qualified bid is not more than 5% higher than the apparent low bid or the bid is no more than 5% lower than the apparent high point score. Authority for this program is found in ss. 16.75(3m) (b)2,3, 16.75(3m) (c)(4) and 560.0335(1)(b)(3), 15.107(2), 16.75(4), 16.75(5) and 560.036(2) Wisconsin Statutes.

Bids from certified Minority Business Enterprises may have points weighted by a factor of 1.00 to 1.5 to provide up to a five percent (5%) preference to these businesses. The evaluation committee’s scoring will be tabulated and bids ranked based on the numerical scores received. A Bidder may not contact any member of a review committee except at the UWSA’s direction.

SPECIAL TERMS AND CONDITIONS

Parties to the Contract This agreement, hereinafter referred to as “the Contract” shall be between the State of Wisconsin and Board of Regents of the University of Wisconsin System on behalf of the University of Wisconsin-Green bay, hereinafter referred to as “UWGB”, and the successful Bidder, hereinafter referred to as the “Contractor”, for the privilege of the Contractor to provide On-Campus Banking and ATM Services to UWGB according to the terms set forth in this contract. The Contract Administrator for UWGB and/or designee, shall be the representative of UWGB responsible for the administration of the contract and referred to herein as “the appropriate campus authority”.

Incorporation of Documents The University of Wisconsin-Green bay Request for Bid (RFB), Request to Submit Bid, the Bidder(s) responses, all written communications and this Agreement constitutes the entire agreement between the parties. The hierarchy of documents in descending order for resolution is as follows:

A. This Agreement B. Bid No. MD-17-2355 including any addenda issued C. Response received Any conflict of terms shall be governed by the highest listed document.

Executed Contract to Constitute Entire Agreement In the event of contract award, the contents of this Bid (including all attachments), Bid addenda and revisions, the Bid of the successful Bidder and additional terms agreed to, in writing, by the agency and the Contractor shall become part of the contract. Failure of the successful Bidder to accept these as a contractual agreement may result in a cancellation of award.

Applicable Law This contract shall be governed and interpreted under the laws of the State of Wisconsin. The Contractor shall at all times comply with and observe all federal, state and local laws, ordinances and regulations in effect during the period of this contract which affect the work or its conduct.

News Release News release pertaining to this contract or any part of bid MD-17-2355 shall not be made without the prior written approval of the UWSA Office of Procurement.

Performance Bond or Irrevocable Letter of Credit The successful bidder, hereafter referred to as "Contractor", shall be required to furnish a performance bond in the amount of twenty-five thousand dollars ($25,000). Such bond must be furnished upon notification by the University of Wisconsin System, Office of Procurement, hereafter referred to as "System Office of Procurement", and prior to contract award.

In lieu of the performance bond, the Contractor may provide an irrevocable letter of credit naming the University as beneficiary. The irrevocable letter of credit shall be in the amount specified for the performance bond and the format content required by the University. The performance bond or irrevocable letter of credit shall be furnished by a company licensed to do business in the State of Wisconsin.

The performance bond or irrevocable letter of credit shall be for the entire contract period. If an irrevocable letter of credit is used, the period shall extend one month beyond the contract expiration date. The performance bond or letter of credit shall provide that in the event of non‑renewal, the Office of Procurement, and the contractor be notified in writing by the issuer a minimum of sixty (60) days prior to the anniversary of the effective date of the contract.

In the event of non‑renewal, the Contractor shall provide the University evidence of the new source of surety within twenty‑one (21) calendar days after the University's receipt of the non‑renewal notice. Failure to maintain the required surety in force may be cause for contract termination.

Failure to provide the bond or irrevocable letter of credit within twenty‑one (21) days of notification of award may result in cancellation of contract award.

Excused Performance If, because of riots, war, public emergency or calamity, fire, flood, earthquake, act of God, government restriction, labor disturbance or strike, business operations at the University are interrupted or stopped, performance of this contract, with the exception of monies already due and owing, shall be suspended and excused to the extent commensurate with such interfering occurrence. The expiration date of this contract may be extended for a period of time equal to the time that such default in performance is excused.

Insurance The contractor shall bear the full and complete responsibility for all risk of damage or loss of premises, equipment, products or money resulting from any cause whatsoever and shall not penalize the University for any losses incurred related to this contract.

Coverage and Minimum Limits Coverage Minimum Limits

Coverage (B)

Commercial General Liability (CGL)

Automobile Liability (including hired & non‑owned) Combined Single Limit $1,000,000

Additional Insured Provision The contractor shall add the Board of Regents of the University of Wisconsin System, University of Wisconsin-Green Bay, their officers, agents and employees as an additional insured under the commercial general and automobile liability policies.

Remodeling or Renovation The above insurances are required to be in effect during the course of any remodeling, renovation or construction done by or at the direction of the contractor Certificate of Insurance Upon notification of award and prior to issuance of a contract, the contractor shall provide the University a certificate of insurance with the required coverage and limits of insurance issued by an insurance company that has an AM Best rating of A- licensed to do business in the State of Wisconsin and signed by an authorized agent.

Certificate of Insurance The Contractor awarded the business of On-Site Banking and ATM Services will be required to submit to the University of Wisconsin System Administration Office of Procurement a Certificate of Insurance that includes the following components:

· The insurance coverage limits required in Section 4.4.1 of this RFB Document.

· The University of Wisconsin System location/Institution listed on the Certificate of Insurance.

· The Contract Number (MD-17-2355) listed on the Certificate of Insurance.

· Additional Insured Provision Requirement as documented in Section 4.4.1 must be named on the Certificate of Insurance.

· Certificate of Insurance must be current and on file with the University of Wisconsin System Administration, Office of Procurement at all times during the life of the contract agreement.

· Any Certificate of Insurance received missing the above named components will place the contract in breach and subject for termination.

Commercial General Liability Commercial General Liability includes, but is not limited to consumption or use of products, existence of equipment or machines on location and contractual obligations to customers. The contractor shall bear the full and complete responsibility for all risk of loss of premises, or damage to equipment, products or money resulting from any cause including that of sub-contractors and shall not penalize the University for any losses incurred related to this contract.

Covenant Requiring Notice These policies shall contain a covenant requiring sixty (60) days written notice by the insurer to University of Wisconsin System - Office of Procurement, 780 Regent Street, Madison, WI 53715, before cancellation, reduction or other modifications of coverage. The insurance certificate shall be for the initial contract period of one (1) year and shall be extended by the contractor for each subsequent renewal period of the contract. The contractor shall advise each insuring agency to automatically renew all policies and coverage in force at the start of and resulting from this contract until specified coverage requirements are revised.

Evidence of New Insurance In the event of non-renewal, cancellation or expiration of insurance, the vendor shall provide the University System contract manager evidence of the new source(s) of required insurance within twenty-one (21) calendar days after the University's receipt of the sixty (60) day notice. In the event the contractor fails to maintain and keep in force the insurance herein required, the University shall have the right to cancel and terminate the contract without notice.

University Right to Cancel and Terminate In the event the contractor fails to maintain and keep in force the insurance herein required, the University shall have the right to cancel and terminate the contract without notice. The contractor shall advise each insuring agency to automatically renew all policies and coverage in force at the start of and resulting from this contract until specified coverage requirements are revised.

Provide Certificate of Insurance Upon notification of award and prior to issuance of a contract, the contractor (vendor) shall provide the University a Certificate of Insurance with the required kinds and limits of insurance issued by an insurance company licensed to do business in the State of Wisconsin and signed by an authorized agent. Insurance requirements apply to all sub-contractors.

Evidence of New Source(s) of Required Insurance These policies shall contain a covenant requiring sixty (60) days written notice by the insurer to University of Wisconsin System Office of Procurement, 780 Regent Street, Madison, WI, 53708, before cancellation, reduction or other modifications of coverage. The contractor shall provide the University evidence of the new source(s) of required insurance within twenty-one (21) calendar days after the University's receipt of the sixty (60) day notice. The insurance certificate shall be for the initial contract period of one (1) year and shall be extended by the contractor for each subsequent renewal period of the contract. The contractor shall advise each insuring agencies to automatically renew all policies and coverage levels annually.

Contractor Agrees to Indemnify The contractor agrees to indemnify, defend and hold harmless the Board of Regents of the University of Wisconsin System, University of Wisconsin-Green Bay and their officers, employees and agents from and against any and all claims, losses, liability, costs or expenses (hereinafter collectively referred to as "claims") occurring in connection with or in any way incidental to or arising out of the occupancy, use, service, operations or performance of work in connection with this contract, but only to the extent that such claims are caused by the negligence, misconduct or other fault of the contractor, its agents, employees, subcontractors or contractors.

Risk of Damage or Loss Commercial General Liability includes, but is not limited to: consumption or use of products, existence of equipment or machines on location and contractual obligations to customers. The contractor shall bear the full and complete responsibility for all risk of damage or loss of premises, equipment, products, or money resulting from any cause including that of sub-contractors and shall not penalize the University for any losses incurred related to this contract.

Process to Adjust Terms After the initial contract year, the parties upon mutual agreement may adjust the specific terms, commissions or guarantees of this contract where circumstances beyond the control of either party require adjustments. All adjustments shall be proposed in writing by the University to the System Office of Procurement for approval prior to becoming effective. All required contract amendment(s) shall be issued by UWSA Office of Procurement.

Vendor Financial Responsibilities The vendor shall be financially responsible for obtaining all required permits, licenses (including parking), and bonds to comply with pertinent Board of Regents/University of Wisconsin System regulations, and municipal, county, state and federal laws, and shall assume liability for all applicable taxes including but not restricted to sales and property.

Vendor Required to Furnish The vendor shall furnish all supplies, equipment, management and labor necessary for the efficient operation of the specified services included in this contract, subsequent extensions and amendments.

Vendor Use of Premises The vendor shall occupy and use the premises, as defined by the University, only for On-Site Banking and ATM Services.

Space for parking on campus is limited. All motorists who wish to park vehicles in campus lots must purchase a parking permit or pay at a meter or pay station. Parking permits must be purchase from UW-Green Bay Parking Services. The 2016-2017 permit costs are as follows:

Pricing is subject to change.

Minority Business Program The University of Wisconsin is committed to the promotion of minority business in the State’s purchasing program. With this procurement a successful contractor is encouraged to purchase services and supplies from minority businesses certified by the Wisconsin Department of Development, Bureau of Minority Business Development. The UW Purchasing unit shall require from the successful contractor a quarterly report of purchases of such supplies and services necessary for the implementation of the contract. A listing of certified minority businesses, as well as the services and commodities they provide, is available from the Department of Administration, Office of Minority Business Program, (608) 267-7806.

The University requests the cooperation of the contractor in reporting on a regular basis all purchases of services or commodities from certified minority businesses used in the performance of this contract. This report shall be submitted to the University Purchasing Office on an annual basis.

BID REQUIREMENTS

Business Ownership The Contractor must currently own the specified business and must have operated the specific business continuously for a minimum of five (5) years.

Organizational Capabilities The Contractor shall be qualified to provide the required Banking and ATM Services. Bidder may be asked to demonstrate in writing their organization’s ability to deliver the requirements of the contract as documented in this RFB.

Please Include references from other colleges and universities with which you provide similar services. UWGB will determine which, if any, references to contact to ensure the minimum requirements are met.

Financial Stability UWSA at its sole discretion must be satisfied with the financial solvency and integrity of the financial institution awarded this contract and may request financial documents as proof. Failure to provide the requested documents shall result in the bid being rejected.

The bidder may be asked to list and describe any claims or lawsuits that have been made against the company for non-performance or inadequate performance as a provider of On-Campus Banking and ATM Services or similar venue over the past five years.

Banking Services

The Contractor must provide at the On-Campus location with the following Banking services typically available from financial institutions:

1. Savings and checking accounts (free for current UW-Green Bay students)

2. Direct deposit services

3. Loan programs

4. Mobile Banking app

The programs provided by the Contractor will be on an opt-in basis. Alumni affinity agreements are not a part of this contract.

Operating Hours

The days and hours of service of the On-Campus Banking office shall be determined by mutual agreement of UWGB and Contractor within the open hours of the University Union. Reduced service days and hours of the On-Campus Banking Service office during breaks, holidays, Federal holidays, and summers in the academic calendar shall be made by mutual consent of UWGB and Contractor.

General University Union Building Hours during the Academic Year:

Monday – Friday 7:00am – 11:30pm Saturday - Sunday 9:00am – 11:30pm

General University Union Building Hours during the Summer and All Breaks:

Monday – Friday 7:00am – 5:30pm Expected hours of operation for the Bank in the University Union:

Monday – Friday 9:00am – 5:00pm ATM Services

The automated teller machines to be installed are to be part of a major ATM national network as approved by UWGB and handicapped accessible. Each financial institution sharing the equipment shall determine the services available to its customers through the machines according to each financial institution's operating policies.

All ATM’s provided under this contract must be surcharge free to the customers of the bank. Non-bank customers can be charged a maximum of $3 per transaction to use the Bank ATM on campus.

The Contractor must supply one ATM in the University Union and one ATM in the Cofrin Library which are part of a major ATM national network as approved by UWGB and handicapped accessible. In addition, one ATM, based on the partnership level proposed, must be supplied in the Kress Events Center. Alternate and additional ATMs may be placed at the Weidner Center for the Performing Arts, Shorewood Golf Course, and the Residence Life Community Center as the discretion of the banking vendor and upon agreement by the University.

The ATM machine in the University Union shall provide Banking customers with the following services:

1. Cash withdrawal from checking

2. Cash withdrawal from savings

3. Transfer from checking to savings

4. Transfer from savings to checking

5. Balance Inquiry

6. Deposits

7. Braille Keypad Access

ATMs placed in the other campus buildings can be cash only or full service at the discretion of the banking vendor. The Contractor shall allow other financial institutions to use the ATM to transact business with their respective customers. Equipment sharing arrangements and related fees shall be in compliance with the joint rules of the Office of Commissioner of Banking and the Office of Commissioner of Savings and Loan under Section 221.04(1)(K) 1 of the Statutes.

ID Card Services ID Card Services and integration with PIN/Debit or Credit Card services are not a part of this contract, however the University reserves the right to negotiate and include these services during the life of the contract if it feels it is in its best interest.

EQUIPMENT, UTILITIES, AND SPACE USE

Space Use & Equipment The University shall provide the contractor with on-site banking space in University Union which is approximately eleven hundred (1100) square feet, to merchandise services and programs typical of financial institutions.

The University shall provide the contractor with locations for ATM placement at minimally three additional required locations on campus. Additional ATMs may be added at any time during this contract upon mutual agreement of the University and Contractor.

Furnishings and equipment expenses The contractor shall furnish and install at its own expense all equipment and furnishings required to perform under this contract whether such equipment and furnishing is permanently affixed or movable. The contractor shall supply such tools of the trade as are necessary for office operations. All repairs to such equipment and furnishings shall be the responsibility of the contractor.

The contractor may provide new or used ATM equipment. Used equipment shall be reconditioned and refurbished to act and appear like a new piece of equipment. Used equipment shall be inspected and approved by the University before installation.

Space Build Out The on-site campus banking facility encompasses approximately 1100 square feet of functional ‘turnkey’ space in the University Union. The Contractor may elect to either update or remodel the space from its existing condition. Updates to the space must be completed for opening no later than August 21, 2017.

If the Contractor selects to remodel, any renovation or remodeling needs to be approved by the University and is at the expense of the contractor. The replacement and installation of store fixtures, case work, office furniture, office equipment, cabinets, lighting fixtures, signage, storefront entry system, wall finishes, floor finishes, ceiling finishes, electrical, telephone, and data lines are at the contractor discretion. The use of used fixtures and equipment will be limited to those items in excellent condition and approved by the University prior to installation. The Contractor shall work with the University Union leadership team immediately after contract award in preparation of the new on-site campus banking facility opening no later than August 21, 2017. Work may begin on July 1, 2017. Contractor shall provide a preliminary drawing of proposed alterations and finishes with their bid, if applicable.

All components of the facility improvements shall be made in a professional and workmanlike manner, in accordance with the University and State approved plans and specifications, and in compliance with all applicable statutes, ordinances, rules and regulations. All plans and specifications for the new facility improvements must be approved by the University prior to the commencement of improvements. The University shall require final approval of the project before service can begin.

Submitted drawings are to be considered preliminary only. The contractor is responsible for the submission of all final drawings. If required, these drawings shall be done by licensed architect/engineers and through recognized professional interior design-specialists and approved by the University. Contractor is responsible for obtaining any and all building permits required.

All construction and improvements shall be made at a time mutually agreed upon between the contractor and the University. Every effort shall be made by the parties to minimize disruption of ongoing University operations. The contractor shall designate a project coordinator who will be on-site through all construction phases of the project and be available for meetings with University personnel at least once per week.

The University shall assign a project coordinator to work with the contractor from start to acceptance of the project. Utilities shall be brought from new or existing locations to the equipment by the contractor and the contractor shall be responsible to pay all related costs.

If needed, the University shall provide a temporary space for the Contractor for their required assistance in the new and transfer student orientations starting June 1.

Utilities The University shall not guarantee an uninterrupted supply of electricity, water or heating and cooling. The University shall be diligent in restoring service following an interruption.