University of wisconsin-madison purchasing services


UNIVERSITY OF WISCONSIN-MADISON



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UNIVERSITY OF WISCONSIN-MADISON

PURCHASING SERVICES

21 N. PARK ST. SUITE 6101

MADISON, WI 53715



Table of Contents


1.General Information 4

1.1.Purpose: 4

1.2.Current Situation: 4

1.3.Organization of this Solicitation Document: 6

1.4.Definitions: 6

1.5.Parking : 7

2.ISP Process Instructions 8

2.1.Applicable Dates: 8

2.2.Clarifications and/or Revisions through Designated Contract: 8

2.3.Submittal Instructions: 8

2.4.ISP Response Format: 10

2.5.Late Responses: 10

2.6.Multiple Plans: 10

2.7.Proprietary Information: 10

2.8.Reasonable Accommodations: 10

2.9.Incurring Costs: 11

3.Performance and Contract Requirements 11

3.1. Entire Contract: 11

3.2. Contract Administrator: 12

3.3.Term of Agreement: 13

3.4.Personnel, Employment and Staffing: 13

3.5.Firm Compensation: 14

3.6.Payment, Report and Audit Requirements: 14

3.7.Travel Per Diems: 16

3.8.Contract Cancellation/Termination: 16

3.9.On Site Service: 17

3.10.Insurance Requirements: 17

3.11.Service Requirements: 18

3.12.Safety Requirements: 18

3.13.Employment: 18

3.14.Disclosure: 19

3.15.News Releases: 19

3.16.Hold Harmless: 19

3.17.Applicable Law: 19

3.18.University Responsibilities: 20

3.19.Space Requirements: 20

3.20.Nondiscrimination: 20

3.21.Promotional Materials/Advertising: 21

3.22.Miscellaneous: 21

3.23.Tax Payment: 22

3.24.Requirements for Criminal Background Checks: 22

3.25.Child Abuse Notification: 23

3.26.Release of Information: 23

3.27.Disclosure: 23

3.28.Grant of Rights Relating to Trademarks and Marks: 23

3.29.Sponsorship Recognition Logos: 23

3.30.Use of University Marks by Sponsors: 24

3.31.Prohibited Sponsorship Categories: 24

3.32.Mandatory Language in Sponsorship Agreements: 24

3.33.Product Display: 24

3.34.Sponsorships: 25

3.35.University Personnel: 25

3.36.Damaging Sponsor: 25

3.37.Active Recruiting and Non-Solicitation: 25

3.38.Right to Approve Changes in Staff: 26

3.39. Right to Approve Sponsors: 26

4.Requirements of all Plans 27

4.1.Company History (100 Points) 27

4.2.Company Experience (150 Points) 27

4.3.Staff Experience (150 Points) 27

4.4.Maximizing Sponsorships (200 Points) 27

4.5.Commission / Compensation (400 Points) 27

5.Evaluation and Award of Contract(s) 28

5.1.Plan Scoring: 28

5.2.Scoring Criteria and Method: 28

5.3.Best and Final Offers: 29

5.4.Contract Award: 29

5.5.Notification of Award: 29

Attachment A: Vendor Information Form 30

Attachment B: Business Reference Form 32

Attachment C: Commission/Compensation 34

Attachment D: Sponsorship Inventory 35

Attachment E: Relationships Not Governed by Sponsorship Rights Agreement 40

Attachment F: Sponsorship Policy 43

Attachment G: Logos 44



  1. General Information


Requirements that include the word “must” or “shall,” describe a mandatory requirement. All specifications are defined as mandatory minimum requirements unless otherwise stated. FAILURE TO MEET A MANDATORY REQUIREMENT MAY DISQUALIFY YOUR ISP. This Invitation to Submit Plan (ISP) document and the awarded Plan Submitter’s (Contractor’s) response information as it is finally negotiated shall become the Contract.
    1. Purpose:


Purchasing Services, on behalf of University Relations invites your firm to submit a plan in response to this ISP. The University shall only consider plans from financially responsible firms presently engaged in the business of selling sponsorships.

Information submitted by all responding Plan Submitters will be reviewed and used to determine which plan will best serve as University requirements. Failure of the successful Plan Submitter to accept any terms and conditions of the ISP as a part of a Contract may result in cancellation of the award.


    1. Current Situation:


The University of Wisconsin–Madison is a public, land-grant institution that offers a complete spectrum of studies through 13 schools and colleges. With more than 43,000 students from every U.S. state and 126 countries, UW–Madison is the flagship campus of Wisconsin’s state university system. UW–Madison is a formidable research engine, ranking sixth among U.S. universities as measured by dollars spent on research. Faculty, staff, and students are motivated by a tradition known as the Wisconsin Idea that the boundaries of the university are the boundaries of the state and beyond.

With a vibrant campus community, a stunning 932-acre campus, a prestigious academic environment and over 400,000 living alumni, UW-Madison is increasingly known as a destination for companies looking to connect with students, faculty, staff or simply the UW brand.

UW-Madison seeks an external partner to assist in the identification and leveraging of potential corporate partnerships for various segments of campus. Based on what we see from peer universities engaging in campus sponsorship programs, we anticipate the value of campus sponsorships to range from $1M - $4M.

Campus Departments

WI Athletics is NOT part of this contract.

The Wisconsin Union, often referred to as "the heart and soul" of the University of Wisconsin-Madison, has enhanced the lives of members and visitors since it was founded in 1907. Since 1928, when the doors to Memorial Union opened, the Wisconsin Union has served as the living room of the UW-Madison campus. The Union connects students, faculty, staff, members and visitors through shared cultural, social and recreational events and experiences, and is based on the principle that the University of Wisconsin-Madison experience should involve learning outside of the classroom.

UW students, faculty, staff, Union members and guests eat, meet, learn and relax in the two Union locations daily—Memorial Union on the shore of beautiful Lake Mendota, and Union South in the heart of campus near Camp Randall Stadium. Additionally, the Wisconsin Union operates 13 retail and dining units in buildings across campus. Annually, Memorial Union sees 5 million visitors and Union South reaches over 2 million visitors. Memorial Union and its Terrace are the second most visited destination in Madison.

In addition to the Union, several other campus segments are interested in pursuing strategic corporate partnerships, including:

• Campus and Visitor Relations/Parent & Family Program

• Center for First Year Experience

• Center for Leadership and Involvement

• Division of Recreational Sports

• Division of University Housing

• Libraries

Campus and Visitor Relations is the “front door” to campus. Their office welcomes visitors and responds to questions about the campus and community by phone, email, chat and in-person from four campus locations. CAVR also facilitates campus visits, including customized group visits and tours for prospective students and families. In addition, they administer the popular Parent and Family Program for parents/families of current students, the Campus Area Housing Program which supports students who choose to live off-campus, Bucky’s Classroom for K-8 students nationwide, and the Speakers’ Bureau, a statewide outreach program featuring a roster of curated faculty and staff experts available to speak on a variety of topics.

As the campus leader and primary resource on the subject of student transition to UW-Madison, the Center for First Year Experience helps incoming students adjust to life at UW-Madison through programming and events, including SOAR (Student Orientation and Registration), which all first-year students must complete, and Wisconsin Welcome, a series of events that occur after move-in and prior to the first day of class.

The Center for Leadership & Involvement assists students in intentionally connecting with the far ranging opportunities that exist throughout campus, including over 1,000 student organizations, the fraternity and sorority community and many others. The Center supports students in making meaning of their experiences and developing leadership capacity.

Guided by the operating principle of “Play Hard. Get Fit. Live Well.”, the Division of Recreational Sports enhances the UW-Madison experience by providing excellent programs, services and facilities that promote and inspire the social, mental and physical well-being of the campus community. With over 1.5M users annually, Rec Sports offers extensive facilities, programming and events for campus and the Madison community.

The Division of University Housing is a critical component of student success at UW-Madison. Operating nineteen residence halls across the UW-Madison campus, and providing a home to over 7,500 undergraduate students, University Housing ensures the success for residents, guests, customers, and employees in their experience on this campus and beyond. University Housing also operates three apartment communities, serving about 3,000 graduate students, students with families, postdoctoral researchers, academic staff, and faculty. In addition, they manage six dining locations around campus, and provide housing throughout the summer for conference groups and youth camps.

UW-Madison Libraries are the 11th largest research collection in North America. The Libraries serve over 4 million visitors a year and their collections include more than 7.3 million printed volumes, 6.2 million microforms and over 7 million items in other formats, including government documents, maps, musical scores and more.

Finally, while not technically part of UW-Madison, the University of Wisconsin Foundation d/b/a/ Wisconsin Foundation Alumni Association (“WFAA”) has signaled its willingness to engage in contractual relationship with the winner of this RFP so that the external partner may have access to WFAA inventory as well. WFAA inventory available to the Vendor will be determined in a separate agreement with WFAA.



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