Banking and ATM Services at UW-Green Bay

The University of Wisconsin System Administration and Board of Regents is seeking a comprehensive banking and ATM services provider for the University of Wisconsin-Green Bay through a competitive Request for Bid (RFB 17-2355). The procurement requires a contractor to provide full-service banking operations within approximately 1,100 square feet of space in the University Union, offering savings and checking accounts, direct deposit services, loan programs, and mobile banking applications. The successful bidder must install and maintain three ATMs across campus: two full-service units in the Union and Cofrin Library, and one unit in the Kress Events Center, with requirements for handicapped accessibility and surcharge-free access for the bank's customers. Key evaluation criteria will focus on the highest total bid across financial categories for the full five-year contract period. Critical dates include a site survey on April 26, 2017, written questions due April 27, 2017, bid responses due May 4, 2017 at 2:00 PM, and an anticipated contract award by May 15, 2017. The contract term is five years starting July 1, 2017, with potential for two automatic one-year extensions, making the maximum contract duration seven years.

No specific minority or disadvantaged business enterprise set-asides are specified for this procurement. The contractor must provide a $25,000 performance bond or irrevocable letter of credit and maintain extensive insurance coverage, including $2,000,000 in general aggregate commercial liability and $1,000,000 per occurrence. Financial requirements include a minimum monthly banking space lease payment of $3,000, an annual ATM fee of at least $5,000 based on machine type and quantity, and optional marketing and sponsorship contributions through two partnership tiers: Tier 1 with a minimum $105,000 contribution or Tier 2 with a minimum $155,000 contribution. The university will provide base electrical service, heating, cooling, and telephone demarcation access, while the contractor is responsible for all equipment, facility improvements, space build-out, signage, and telecommunications infrastructure. Operational banking hours must be Monday through Friday, 9:00 AM to 5:00 PM, with potential reduced hours during breaks and summers by mutual agreement. The comprehensive financial structure allows for significant marketing engagement, including campus marketing, student activities support, scholarship programs, and potential athletics marketing agreements.