FACSIMILE TRANSMISSION COVER LETTER

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FACSIMILE TRANSMISSION COVER LETTER Powered By Docstoc
					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.)
AGENCY ADDRESS:                                                                                        Bid envelope must be sealed and plainly marked in lower corner with due date and Request for Bid
                                                                                                       #. 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
 University of Wisconsin Milwaukee Purchasing Office
                                                                                                       office will be rejected. Receipt of a bid by the mail system does not constitute receipt of a bid by the
 Mail to:                      Deliver to:                                                             purchasing office. Any bid which is inadvertently opened as a result of not being properly and
 PO Box 777                    Engelmann Hall Room 180                                                 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
 Milwaukee WI 53201            2033 E Hartford Ave                                                     be available for public inspection after issuance of the notice of intent to award or the award of the
                               Milwaukee WI 53211                                                      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
               REQUEST FOR BID S7-39-O                                                                 noted. The attached terms and conditions apply to any subsequent award.

                            THIS IS NOT AN ORDER                                                       Bids MUST be in this office no later than
BIDDER (Name and Address)
                                                                                                       07/09/2007 2PM CDT
                                                                                                       Name (Contact for further information)                                     Date

                                                                                                       Jim Skorlinski                                                             06/15/2007
                                                                                                       Phone                                 Fax                                  Email
                                                                                                                                                                                  jimsk@uwm.edu
                                                                                                       414-229-4304/4301                     414-906-8406
                                                                                                       Quote Price and Delivery FOB

                                                                                                       On Site Service
                                                                                                                            X Fax & E-Mail bids are accepted
   Item              Quantity                                                                                                                          Price
                                                                                       Description
    No.              and Unit                                                                                                                        Per Unit                                      Total
                                          CAR SHARING ON THE UWM CAMPUS in accordance
                                          with attached specifications and terms.

                                          A Mandatory Vendor Meeting will be held on June 25th,
                                          2007 at 2pm in UWM Union 340, 2200 E. Kenwood Blvd.
                                          Milwaukee, WI 53211




Payment Terms                                                                                         Delivery Time
    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.
Wis. Stats. s. 16.754 directs the state to purchase materials which are manufactured to the greatest extent in the United States when all other factors are substantially equal. Materials covered in our
bid were manufactured in whole or in substantial part within the United States, or the majority of the component parts thereof were manufactured in whole or in substantial part in the United States.
          Yes              No             Unknown
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       (            )
                                                                                                                                                     Fax         (            )
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
                                                                           PAGE(S)
Section #1: General Information                                            3-5
1.1    Purpose
1.2    Organization of this Bid Document
1.3    Definitions
1.4    Incurring Costs
1.5    VendorNet
1.6    Applicable Law
1.7    Excused Performance
1.8    News Releases
1.9    Insurance Requirements
1.10   Performance Bond or Irrevocable Letter of Credit
1.11   Hold Harmless
1.12   Nondiscrimination and Affirmative Action
Section #2: RFB Process Instructions                                       6-7
2.1    Bid Schedule
2.2    Clarifications and/or Revisions through Designated Contact
2.3    Preparing the Bid
2.4    Conflict of Interest
2.5    Multiple Bids
2.6    Site Visits
2.7    Proprietary Information
2.8    Reasonable Accommodations
2.9    Protests
Section #3: Performance and Contract Requirements                          8-11
3.1    Contract Terms and Conditions
3.2    Scope
3.3    Term of Agreement
3.4    Firm Prices
3.5    Payment Terms
3.6    Invoicing Requirements
3.7    On Site Service
3.8    Travel Per Diems
3.9    Contract Termination
3.10   Record and Audit
3.11   Subcontractors
3.12   Executed Contract To Constitute Entire Agreement
3.13   Severability
3.14   Contract Administrator
Section #4: Evaluation and Award of Contract(s)                            11
4.1    Bid Evaluation
4.2    Net Present Value Method
4.3    Contract Award
4.4    Notification of Award
Section #5: Vendor Bid: RETURN AS YOUR BID DOCUMENT                        12-16
5.1    Vendor Information
5.2    Contract Information
5.3    Client Reference List
5.4    Contractor Administrator
5.5    Financial Bid
5.6    Description of your Car Sharing Service and your Business Process
5.7    Acknowledgement of Terms and Signature




Section #1: General Information
Request for Bid for Car Sharing Services                                                        8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                               CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                   PAGE 3 OF 16
1.1    Purpose
       The University of Wisconsin-Milwaukee, hereinafter referred to as the “University”, through its Purchasing Office,
       hereinafter referred to as “Purchasing”, is requesting Bids for University Housing, hereinafter referred to as
       “Housing”, for Car Sharing services on the UWM Campus for students, faculty, staff and general public for ages 18
       and over.

       The University of Wisconsin-Milwaukee (UWM) is a dynamic community and a major research institution consisting
       of approximately 28,000 students and 4,000 staff members. UWM is located on the northeast side of Milwaukee
       near Lake Michigan in a primarily residential neighborhood. Parking is very limited on campus to several on-
       campus parking structures and street parking in the residential neighborhoods. The campus provides housing for
       approximately 10-15% of the students on or near the campus with limited to no parking available for these residents.
       The campus strongly discourages residents from bringing a vehicle to campus due to limited parking availability.
       The remainder of the students and faculty/staff commute to campus using cars, bikes, bus, carpool or other
       alternatives. Only about 2,500 parking spaces are available for 32,000 employees and students. It is the desire of
       Housing to provide a viable and affordable transportation alternative to the residents and all students, faculty and
       staff of UWM and neighborhood community.

       It is the intent of the University to establish an exclusive contractual relationship with a vendor for the UWM campus
       to provide a car sharing as an alternative for University employees and students to bringing their personal vehicle to
       campus. The University’s goal is that employees and students have access to vehicles on an hourly basis and daily
       basis and pay the vendor for the service based on how many hours of use and/or miles they drive. This alternative
       provides a way to reduce the number of cars in the residence halls and the surrounding UWM residential
       community. It supports a practical shift away from automobile dependency. The University will require that cars
       would be made available on the current campus which may include residence halls off of the main campus footprint,
       as well as, future expansion sites planned for the UWM campus in downtown Milwaukee and surrounding areas.
       This agreement will also include the option to increase the number of cars in the future.

1.2    Organization of this Bid Document
       This document is divided into five main sections. The five main sections are:

       Section 1    General Information (generally states the intent of the bid)
       Section 2    Instructions to Bidders (contains Information on the Bid process)
       Section 3    Performance and Contract Requirements (contains performance clauses included in contract).
       Section 4    Evaluation (contains detail on the evaluation of Bids)
       Section 5    Bid Documents (section to be returned as your bid)

1.3    Definitions
       The following definitions are used throughout the Bid:

       Bidder means a vendor submitting a Bid in response to this Request for Bid.
       Car sharing means a “time-share” (hourly and/or mile based) car use service
       Contractor means successful vendor awarded the bid.
       Department means UWM University Housing.
       Housing means UWM University Housing
       MBE means Minority Business Enterprise.
       RFB means Request for Bid.
       State means State of Wisconsin.
       University means University of Wisconsin-Milwaukee.

1.4    Incurring Costs
       The State of Wisconsin is not liable for any cost incurred by bidders in replying to this RFB.

1.5    VendorNet
       The State of Wisconsin has implemented a registration service on an internet system called “VendorNet” to
       enable vendors to receive notice of all official sealed Bids (over $25,000.00) as solicited by all state agencies.

       To obtain information on the state’s bidder registration, please visit the VendorNet Web site at
       http://vendornet.state.wi.us or call the VendorNet Information Center (1-800-482-7813).


1.6    APPLICABLE LAW
Request for Bid for Car Sharing Services                                                         8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                                CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                    PAGE 4 OF 16
       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, and local laws, ordinances and regulations in effect during the period
       of this Contract which affect the work or its conduct.

1.7    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.

1.8    NEWS RELEASES
       News releases pertaining to this Contract or any part of BID #S7-39-0 shall not be made without the prior written
       approval of the contract administrator for this contract.

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

       Coverage Type                                           Minimum Limit
       Worker's Compensation                          REQUIRED-NO EXCEPTIONS
       Commercial General Liability General. Aggregate, Including
       Products and Completed Operations                       $1,000,000
       Each Occurrence                                         $1,000,000
       Automobile Liability Combined Single Limit
       Wisconsin Combined Single Limit                         $2,000,000
       Interstate Combined Single Limit                        $5,000,000

       Additional Insured Provision:

       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.

       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.

       Upon notification of award and prior to issuance of a contract, the successful bidder 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.

       Commercial General Liability includes, but it 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.

       These policies shall contain a covenant requiring sixty (60) days written notice by the insurer to University of
       Wisconsin-Milwaukee Purchasing, PO Box 777 Milwaukee, WI 53201, before cancellation, reduction or other
       modifications of coverage. The insurance certificate shall be for the initial contract period and shall be extended by
       the contractor if any contract extensions occur.

       In the event of non-renewal, cancellation or expiration of the insurance policy, 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.

       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 needs are revised.

1.10   PERFORMANCE BOND OR IRREVOCABLE LETTER OF CREDIT
Request for Bid for Car Sharing Services                                                        8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                               CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                   PAGE 5 OF 16
       The successful bidder, hereafter referred to as "contractor", shall be required to furnish a performance bond in the
       amount of $40,000. Such bond must be furnished upon notification by the University of Wisconsin-Milwaukee
       Purchasing Office prior to contract award. The cost of the bond will be the responsibility of the contractor.

       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 length of the awarded contract period. The
       performance bond or letter of credit shall provide that in the event of non-renewal, the Purchasing Office, 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 of the performance bond or letter of credit, 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.

1.11   HOLD HARMLESS
       The Board of Regents of the University of Wisconsin System agrees to provide liability protection for its officers,
       employees and agents while acting within the scope of their employment. The Board of Regents further agrees to
       hold harmless the Contractor, its officers, agents and employees from any and all liability, including claims,
       demands, losses, costs, damages, and expenses of every kind and description (including death), or damages to
       persons or property arising out of or in connection with or occurring during the course of this agreement where such
       liability is founded upon or grows out of the acts or omissions of any of the officers, employees or agents of the
       University of Wisconsin System while acting within the scope of their employment where protection is afforded by
       ss. 893.82 and 895.46(1), Wis. Stats.

       Contractor agrees to hold the University harmless from any loss, claim, damage or liability of any kind involving an
       employee, officer or agent of the Contractor arising out of or in connection with this Agreement except to the extent
       that it is founded upon or grows out of the acts or omissions of any of the officers, employees or agents of the
       University of Wisconsin System while acting within the scope of their employment where protection is afforded by
       ss. 893.82 and 895.46(1), Wis. Stats.

1.12   NONDISCRIMINATION AND AFFIRMATIVE ACTION
       Failure to comply with the conditions of this clause may result in the contractor being declared an "ineligible"
       contractor, termination of the contract or withholding of payment.

       In connection with the performance of work under this contract, the contractor agrees not to discriminate against
       any employee or applicant for employment because of age, race, religion, color, handicap, sex, physical condition,
       developmental disability as defined in s.51.01(5), Wis. Stats., sexual orientation or national origin. This provision
       shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or
       recruitment advertising; layoff or termination, rates of pay or other forms of compensation; and selection of training,
       including apprenticeship. Except with respect to sexual orientation, the contractor further agrees to take affirmative
       action to ensure equal employment opportunities.

       The contractor agrees to post in conspicuous places, available for employees and applicants for employment, a
       notice to be provided by the contracting state agency that sets forth the provisions of the State of Wisconsin
       nondiscrimination clause.

       To the extent required by law, 41 CFR 60-1.4(a) and (b) are incorporated by reference in this contract. Additionally,
       Contractor certifies that the Contractor complies with 41 CFR 60-1.8 and does not and will not maintain any facilities
       provided for employees in a segregated manner. Contractor further agrees that he or she will obtain identical
       certifications from any subcontractors.
Section #2: RFB Process Instructions
2.1    Bid Schedule
        Date                                       Event
               th
        June 15 , 2007                             Date of Issue of the RFB
Request for Bid for Car Sharing Services                                                        8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                               CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                   PAGE 6 OF 16
                th
         June 25 , 2007 – 2:00 PM Union 340        Mandatory Vendor Meeting
               th
         July 9 , 2007 -- 2:00 PM                  RFB Due Date (Local Milwaukee Time)
                  rd
         July 23 , 2007                            Anticipated Award Date

2.2    Clarifications and/or Revisions Through Designated Contact
       All communications and/or questions in regard to this request must be in writing and bidders are encouraged to FAX
       or e-mail written questions to the Purchasing Office Manager, Jim Skorlinski @ (414) 906-8406 or jimsk@uwm.edu
                                                           th
       prior to the Mandatory Bidders meeting on June 25 , 2007. The University will attempt to respond to these
       questions verbally at the Bidder’s meeting and in writing. Verbal questions, when permitted, must be directed to
       Cynthia C. Wirtz, Financial Manager Auxiliary Services at (414) 229-5578.

       If a Bidder discovers any significant ambiguity, error, conflict, discrepancy, omission, or other deficiency in this RFB,
       they shall have five (5) business days prior to the RFB due date, to notify in writing, Jim Skorlinski at
       jimsk@uwm.edu. All written questions will be responded to in writing and provided to all bidders.

       If a Bidder fails to notify the Purchasing Office of an error in the RFB document which is known to the Bidder, or
       which must have reasonably been known to the Bidder, then the Bidder shall submit a response at the Bidder’s risk
       and if awarded a contract, shall not be entitled to additional compensation or time by reason of the error or its later
       correction.

       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 provided to all recipients of this initial RFB.

2.3    Preparing the Bid
       To be considered, Bidders must respond to each of the requirements listed in Section #5. All requirements must be
       completed and submitted by the bid deadline to Jim Skorlinski to be considered a valid bid. Incomplete or late Bids
       will not be accepted.

2.4    Conflict of Interest
       By submitting a Bid, the bidder certifies that no relationship exists between the bidder and the University that
       interferes with fair competition or is a conflict of interest, and no relationship exists between such bidder and another
       person or firm that constitutes a conflict of interest that is adverse to the University.

2.5    Multiple Bids
       Vendors who wish to submit more than one bid may do so, provided that each bid stands alone and independently
       complies with the instructions, conditions and specifications of the bid. If multiple bids are submitted, the University
       reserves the right to select the most advantageous bid to the University.

2.6    Site Visits
                                                                 th
       The University, at the mandatory vendor meeting on June 25 , 2007, will conduct a limited tour of the campus and
       anticipated location of the car sharing vehicles.

2.7    Proprietary Information
       Any information contained in the Bidder’s response that is proprietary must be clearly designated. Marking of the
       entire response as proprietary will neither be accepted nor honored. The University cannot guarantee that
       all such material noted remains confidential, particularly if it becomes a significant consideration in
       contract award. Information will only be kept confidential to the extent allowed by Wisconsin Public Disclosure
       Law.

2.8    Reasonable Accommodations
       University 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 for your site
       visit, contact Jim Skorlinski at (414) 229-4304 or jimsk@uwm.edu.

2.9    Protests
       Any protest of the University's solicitation or intent to award must be made as provided by the Wisconsin
       Administrative Code and the State Procurement Manual.

       No later than five working days after the date of the RFB or the notice of intent to award is issued by the University,
       written notice of intent to protest must be received by:
Request for Bid for Car Sharing Services                                                      8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                             CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                 PAGE 7 OF 16
                                              Chancellor c/o Andrew Richards
                                              Director of Business & Finance
                                             University of Wisconsin-Milwaukee
                                                         PO Box 413
                                                   Milwaukee, WI 53201
                                                    FAX (414) 906-8462

       The complete protest must be received by Director of Business and Finance no later than ten working days after the
       date of RFB or the intent to award is issued. The protest must be in writing. Protesters must make their protests as
       specific as possible and must identify statutes and Wisconsin Administrative Code provisions that are alleged to have
       been violated.

       The decision of the University regarding the protest may be appealed to the Secretary of the Department of
       Administration within five working days of the issuance, with a copy of such appeal filed with the procuring agency,
       provided the appeal alleges a violation of a statute or a provision of a Wisconsin Administrative Code.




Section #3: Performance and Contract Requirements
3.1    Contract Terms and Conditions
       A contract will be awarded based on the criteria established in this RFB. The terms and conditions of the contract
       will minimally contain:
       3.1.1 The minimum contract requirements identified in this bid document and addendums to bid.
       3.1.2 The University Standard Terms and Conditions of Contract.
Request for Bid for Car Sharing Services                                                       8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                              CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                  PAGE 8 OF 16

3.2    Scope
       Housing desires to add a car sharing program that provides an alternative to bringing a car to campus. To help
       achieve the goals of the program, good customer service and a great working relationship with the University is
       required. The goal for this program is to reduce the number of cars on campus and provide a safe form of
       alternate transportation for all students, staff, faculty and general public for ages 18 and over.

       3.2.1    The University requires a minimum of four vehicles to be available at the start of the contract. These
                vehicles shall include a mix of hybrid vehicles and a mini-van and/or pick-up truck approved in advance of
                the contract commencement date by the University. Vehicles may be added to the contract as average
                usage of the vehicles increase and reach maximum capacity, as requested by the University. If the
                University is required by this contract to pay a fee per vehicle, the University will at no time during this
                contract pay a fee for more than six (6) vehicles. All new vehicles added to the initial inventory on the UWM
                campus must be available and ready for car sharing within 3 weeks of the decision to add a vehicle. At all
                times, at least 50% of the sedans will be hybrids.

                All vehicles will be parked in independent parking stalls on campus. All vehicles must be accessible via car
                membership cards or a comparable method. There will be no central key distribution location.

       3.2.2    The contractor will fully manage all car sharing services to the students and staff and all members of the car
                sharing group. This includes but is not limited to the sign-up of members, the training of car sharing
                members, the marketing to new members, the maintenance of cars, 24 hours seven days a week web-
                based reservation system, and the billing of all members for usage. Trip summaries for travel charged to
                members must clearly delineate all trips including dates, times and amounts being charged. Membership
                in the car sharing program shall include eligible students, faculty, staff and general public members ages 18
                and over.

       3.2.2    The contractor will provide sales, usage and # of members reports to the University accompanied with the
                invoice and/or payments which include the # of hours used for the month by car, average usage rates for
                vehicles and other reports as requested by the University. Reports must accompany invoices and failure to
                include the required information will result in a hold on paying the invoice until the information is received.

       3.2.3.   The contractor will provide a membership based car sharing service. Customers will pay the contractor
                directly using credit/debit cards.

                The members may be charged an initial application fee, an annual membership fee, an hourly/daily fee and
                a fee for use over the maximum mileage for use of the car. In addition, members may be charged a
                membership card replacement fee for lost or stolen cards. All other fees shall be clearly noted on the bid
                document, such as, the cost per mile when the mileage maximum has been exceeded. The hourly rate
                charged will be determined by the University based on the bids. Special introductory rates will be allowed
                as a variation on the hourly rates. This rate shall include all costs including rental, insurance, gas,
                maintenance and cleaning for the cars.

                Annual increases to this rate may be considered if submitted prior to July 1 for implementation for the fall
                academic year by the contractor with full justification and support to the Contract Administrator, Cynthia C.
                Wirtz, Financial Manager, 2200 E. Kenwood Blvd, Milwaukee, WI 53201. If approved, notification will occur
                                 st
                prior to August 1 for rate increases to the customers effective for that fall semester.

       3.2.4    All marketing of this program is the responsibility of the contractor. Housing will assist in the internal
                marketing to UWM and surrounding community to promote this service. Promotions to join the membership
                which includes referrals must be approved in advance by the contract administrator.

       3.2.5    The University will provide, at no cost to the contractor, parking spaces on campus designated for the car
                sharing vehicles. The contractor will provide and install the signage, approved by the University, for each
                car sharing vehicle.
       3.2.6    The University and the contractor will meet, at a minimum, quarterly. It is the goal of the University to have
                a successful car sharing program and a great working relationship with the contractor.

       3.2.7    The contractor will be fully responsible for the repair and maintenance of the vehicles, the cleaning and
                upkeep of the cars, and replacement of the cars when depreciated. The University requires all new
                vehicles at the start of the contract with replacements occurring as needed.
Request for Bid for Car Sharing Services                                                        8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                               CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                   PAGE 9 OF 16

       3.2.8       The contractor shall offer a web based reservation system specific to the UWM community with prices
                   available to the UWM community membership. The application process will be available on-line to all UWM
                   students, faculty, staff and the neighborhood community.

       3.2.9       The contractor must provide results of UWM and local customer surveys regarding sales, usage and other
                   information to the contract administrator.

3.3    Term of Agreement
       The contract effective date shall commence upon a signed contract with the successful bidder and UWM as
       required in this RFB. It is this intent of the University to begin this contract by August 15th, 2007. The length
       of the contract will be determined by the bid results. Bids are being considered for a contract length of 3, 4 or
                                                                            th
       5 years ending on June 30th, 2010, June 30th, 2011 or June 30 , 2012, respectively. The University reserves
       the right to extend beyond the contract term if deemed to be in the best interest of the University.

3.4    Firm Prices
       Prices charged the University for car-sharing will be based on the bid documents and subsequent contract over the
       course of the contract term. Prices established may be lowered due to general market conditions. At no time may
       prices be negotiated to the detriment of the University.

       If rare or unusual circumstances occur over the course of the contract which requires a significant change in the car
       sharing industry, price increases may be necessary. If this occurs, price increases may be requested after the first
       year of the contract and only once per year. These price increase requests must be received by Purchasing in
       writing 90 calendar days prior to the beginning of the next fiscal year for acceptance or rejection, by April 1.
       Proposed price increases are limited to fully documented cost increases submitted with the request. If Purchasing
       deems cost increases are not acceptable, it reserves the right to rebid the contract in whole or part. Acceptance of
       the price increases shall be in the form of an amendment to the contract publication.

       Price increases must be labeled with the contract number and be submitted in the same format as the original Bid.
       Any price increase requested that is not submitted in the proper format may be rejected.

3.5    Payment Terms
       If payments are required after shared revenue computations, the University will pay the Contractor Net 30 days if
       accepted by the University. The contractor must invoice the University for the contract fee due the contractor on a
       monthly basis. All invoices must be accompanied by the sales, usage and membership reports required. If these
       supporting usage reports are not received, payment of the invoices will be held pending receipt of reports by the
       University. If revenue-sharing will be paid to the University, payments to the University accompanied with the
       reports must be made within 15 days of the month end and made payable to: University of Wisconsin-Milwaukee
       UW-Milwaukee c/o Cynthia C. Wirtz, 2200 E. Kenwood Blvd. Union 315, Milwaukee, WI 53211 (414) 229-5578.

3.6    Invoicing Requirements:
       Contractor must agree that all invoices shall reflect the prices and discounts established on this contract.
       The University must meet a statutory mandate to pay or reject invoices within 30 days of receipt by UWM
       Accounts Payable. Before payment is made, it also must verify that all invoiced charges are correct as per this
       Contract. Only properly submitted invoices will be officially processed for payment if accompanied by the
       appropriate sales and usage reports. Prompt payment requires that your invoices be clear and complete in
       conformity with the instructions below. All invoices must be itemized showing:

                   Contractor name
                   remit to address
                   purchase order number
                   item description including catalog, model and/or stock number(s) identical to those stated in bid
                   prices per the Contract

       The original invoice must be sent to Accounts Payable, PO Box 966, Milwaukee, WI 53201.
3.7    On Site Service
       In carrying out the scope of this Contract, the Contractor shall be required to perform services on University
       property. Bidders cost must include all transportation and insurance charges. The contractor is required to
       maintain insurance in compliance with “Insurance Requirements”, Section 1.9. 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, automobile and Contractor’s liability policies.
Request for Bid for Car Sharing Services                                                         8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                                CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                   PAGE 10 OF 16

3.8     Travel Per Diems
        All of the Contractor’s travel and per diem expenses shall be the Contractor’s sole responsibility. Payment to the
        Contractor by the University shall not include an additional amount for this purpose.

3.9     Contract Termination
        Contract Termination may occur for the following reason: Shall either party fail to perform under the terms of this
        Contract; the aggrieved party may notify the other party in writing via certified mail of such failure and demand that
        the same be remedied within 15 calendar days. Should the defaulting party fail to remedy the same within said
        period, the other party shall then have the right to terminate this Contract immediately. Performance failure can be
        defined as but not limited to: failure to provide any of the conditions of the contract requirements of this Bid.

        Failure to maintain the required Certificates of Insurance, Permits and Licenses shall be cause for Contract
        termination. If the Contractor fails to maintain and keep in force the insurance as provided in 1.9 of the bid
        documents, the University has the right to cancel and terminate the Contract without notice.
        If at any time a petition in bankruptcy shall be filed against the Contractor and such petition is not dismissed within
        90 calendar days, or if a receiver or trustee of Contractor's property is appointed and such appointment is not
        vacated within 90 calendar days, the University has the right, in addition to any other rights of any nature that it may
        have at law or inequity, to terminate this contract by giving 90 calendar days notice in writing of such termination.
        If at any time the contractor performance threatens the health and/or safety of the University, the University has the
        right to cancel and terminate the Contract without notice.
        All notices of performance failure shall be submitted in writing to Purchasing, to Jim Skorlinski, jimsk@uwm.edu.
        Purchasing will be the final authority for all grievances not resolved through the Department of University Housing.

3.10    Record and Audit
        The Contractor shall establish, maintain, report as needed, and submit upon request records of all transactions
        conducted under the contract. All records must be kept in accordance with generally accepted accounting
        procedures. All procedures must be in accordance with federal, State of Wisconsin and local ordinances.

        The University shall have the right to audit, review, examine, copy, and transcribe any pertinent records or
        documents held by the Contractor related to this contract. The Contractor shall retain all applicable documents for a
        period of not less than five years after the final contract payment is made. The University reserves the right to
        inspect any facilities used to support this Contract.

3.11    Subcontractors
        The Contractor shall not subcontract their services provided within this RFB from other vendors.

3.12    Executed Contract To Constitute Entire Agreement
        The University's Request for Bid, the Bid responses, written communications and this Agreement constitute the
        entire agreement between the parties. The hierarchy of documents in descending order for resolution is as follows:

        A.   Official Purchase Order or Contract (when applicable)
                                                             th
        B.   Request for Bid Number S7-39-0, dated June 15 , 2007, amendments/attachments
        C.   Standard Terms and Conditions
        D.   Response received
        E.   Written communications

        Any conflict in terms shall be governed by the highest listed document.

3.13    Severability
        If any provision of this contract shall be, or shall be adjudged to be, unlawful or contrary to public policy, then that
        provision shall be deemed to be null and separable from the remaining provisions, and shall in no way affect the
        validity of this contract.
3.14   CONTRACT ADMINISTRATOR
       Any correspondence, price lists or other documents must include reference to Contract number S7-39-0 and be sent to
       the Contract Administrator. The Contract Administrators are authorized to give the approvals required under this contract
       on behalf of the University.

       The Contract Administrator for the University is:
Request for Bid for Car Sharing Services                                                          8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                                 CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                    PAGE 11 OF 16

                                  Cynthia C. Wirtz, Auxiliary Services Financial Manager
                                 UWM Union 2200 E. Kenwood Blvd.., Milwaukee, WI 53201
                                      PHONE: 414-229-5578 / FAX: 414-229-2259
                                              EMAIL: wirtz@aux.uwm.edu




Section #4: Evaluation and Award of Contract
4.1     Bid Evaluation
        To be considered valid, bidders must agree to all of the requirements of the contract. If a bidder does not meet all
        of the requirements of the bid, the bid will be disqualified from the award process. All bids will be evaluated based
        on net cost/net revenue to the University over the term of the contract being evaluated based on a Net Present
        Value (NPV) method. The contractor with the least net cost or greatest revenue contribution that meets all of the
        service requirements to the University will be awarded the contract. The bidder must submit a bid for a 3, 4 or 5
        year contract term. The University reserves the right to choose the contract term that is in the best interest of the
        University. The University reserves the right to cancel this bid and not award it to a bidder if the bids submitted are
        not in the best interest of the University.

4.2     Net Present Value Method
        For each bid that meets the service requirements, the net cost/net revenue from the bid will be evaluated based on
        the net present value to the University for the period of the contract being evaluated. For example, if the 3 year bid
        states a net cost of $5,000 per year, the cost today:

                -   at the end of year 1 is $5,000/1.03x1= $4,854
                -   at the end of year 2 is $5,000/(1.03x1.03)=$4,713
                -   at the end of year 3 is $5,000/ (1.03x1.03x1.03)= $4,576

        Therefore, the net present value of the cost today is 4854+4713+4576=$14,143. So a bid that costs UWM $15,000
        today is not equal to the bid given as an example above. The bid noted above will cost UWM less over the 3 year
        period based on net present value computations and would be awarded over the $15,000 cost today.

4.3     Contract Award
        The contract will be awarded to the successful bidder for the lowest net cost to the University or highest net revenue
        to the University based on the NPV evaluation. The term of the contract will be determined by the University based
        on the best interest of the University. The University reserves the right to cancel this bid and not award the contract
        if it is not in the best interest of the University to award it.

4.4     Notification of Award
        All bidders who respond to this RFB will be notified in writing of the University's award of contract(s) as a result of
        this RFB. After notification by Purchasing of the intent to award, file copies of Bids will be available for public
        inspection. Bidders must schedule document inspection with the Purchasing Manager, Jim Skorlinski, 414-229-
        4304
Section #5: Vendor Bid Document (RETURN AS YOUR BID)
NOTE:    ALL THE INFORMATION IN SECTION #5 MUST BE COMPLETED AND SUBMITTED AS YOUR BID. FAILURE
        TO COMPLETE THE INFORMATION MAY RESULT IN YOUR DISQUALIFICATION AS A BIDDER.

5.1   VENDOR INFORMATION (Return with bid)
Request for Bid for Car Sharing Services                                                       8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                              CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                 PAGE 12 OF 16
         The University reserves the right to request supplementary information deemed pertinent to assure bidders
         competence, business organization, and financial resources are adequate to successfully perform services.

1.       BIDDINGCOMPANY NAME______________________________________________________
         NAME OF OWNERS OR PRINCIPAL_______________________________________________
         DATE OF INCORPORATION_____________________________________________________
         PRESIDENT’S NAME___________________________________________________________
         FEIN:                                             FAX: ________       ______
         Phone:                         Toll Free Phone:
         Address:
         City:                                  State:            Zip + 4:

2.       Name of person we may contact in the event there are questions about your bid.

         Name:                                                             Title:
         Phone:                                                            Toll Free Phone:
         FAX:                                             Address:__

3. Please name the person in your company we may contact about your affirmative action plan.

         Name:                                                        Title:
         Phone:                                                       Toll Free Phone:
         FAX:                                     Address:_____________________________________

4.    Mailing address where state purchase orders are to be mailed.
           Name:                                                           Title:
           Phone:                                                          Toll Free Phone:
           FAX:                                           Address:         _________________________________

5.2      Contract Information (Return with bid)
         Bidder must provide contact information for the following
                                         Name                               Phone Number              Fax Number
         Contract Renewal/               _________________                  ______________            ___________
         Cancellation/Problems                                                     _                         __

         Invoice Information             _________________                  ______________            ___________
                                                                                   _                         __
         Ordering/Expediting             _________________                  ______________            ___________
                                                                                   _                         __


         Minority Reporting:                                                Phone Number              Fax Number
            Contact Name:          __________________________               _______________           ___________
                   Address:        __________________________
                                   __________________________
                                   __________________________
                     E-mail:       __________________________


         Affirmative Action:                                                Phone Number              Fax Number
              Contact Name:        __________________________               _______________           ___________
                    Address:       __________________________
                                   __________________________
                                   __________________________


5.3      CLIENT REFERENCE LIST (Return with bid)
         The Bidder must provide a minimum of three (3) business references similar in size and nature to UWM where
         you have at least three (3) years of operating experience. Other University clients are preferred as a reference
         if available.
Request for Bid for Car Sharing Services                                                         8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                                CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                   PAGE 13 OF 16
       1. Reference Name: _____________________________________ Contact: __________________________
       Address: _____________________________________________Phone: # ( ) __________________________
       Fax/Internet address:_______________________________________________________________________
       Description and date(s) of services provided: ____________________________________________________
       ________________________________________________________________________________________
       ________________________________________________________________________________________
       ________________________________________________________________________________________
       ________________________________________________________________________________________

       2. Reference Name: _____________________________________ Contact: __________________________
       Address: _____________________________________________Phone: # ( ) __________________________
       Fax/Internet address:_______________________________________________________________________
       Description and date(s) of services provided: ____________________________________________________
       ________________________________________________________________________________________
       ________________________________________________________________________________________
       ________________________________________________________________________________________
       ________________________________________________________________________________________

       3 Reference Name: _____________________________________ Contact: __________________________
       Address: _____________________________________________Phone: # ( ) __________________________
       Fax/Internet address:_______________________________________________________________________
       Description and date(s) of services provided: ____________________________________________________
       ________________________________________________________________________________________
       ________________________________________________________________________________________
       ________________________________________________________________________________________

       References may be contacted to confirm the Bidder’s abilities and qualifications as stated in the
       Bidder’s Response. References from the Procuring Department shall not be accepted for references.
       Contract Administrators shall be appropriate references. The University may deem the Bidder
       unresponsive if a reference is not obtainable from a listed reference after reasonable attempts.

5.4    Contractor Administrator (Return with bid)
       Contractor must provide knowledgeable individuals, acceptable to the University, who will provide the following
       administrative support functions:

       The Contract Administrator for the Contractor who is authorized to give the approvals required under this Contract
       is:
                       _______________________________________ (Name)
                       _______________________________________ (Company)
                       _______________________________________ (Address)
                       _______________________________________ (Address)
                       PHONE ________________ -- FAX ________________
                      EMAIL _________________________________________

       A Contract Administrator to act with full authority on the Contractor’s behalf in all matters pertaining to the University.

         Day- to-day operations for the Contractor will be handled by:

                         _______________________________________ (Name)
                         _______________________________________ (Company)
                         _______________________________________ (Address)
                          _______________________________________ (Address)
                         PHONE ________________ -- FAX ________________
                         EMAIL _________________________________________

5.5    Financial Bid (Return with bid)
       This financial bid requires bids on three (3) contract terms, 3 years, 4 years and 5 years. The University will
       determine which contract length is in the best interest of the UWM and Housing. To be considered a valid bid,
       complete this bid form for the 3 hourly pricing options for all 3 contract lengths. If you don’t wish to bid on
       specific portions of the bid, mark “No Bid”.
Request for Bid for Car Sharing Services                                                           8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                                  CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                     PAGE 14 OF 16
       It is expected that members of the car sharing service will pay an application fee, annual membership fee plus
       the hourly rental rate which will include the cost of rental, gas, insurance, maintenance, cleaning and
       depreciation for all eligible members 18 years of age and older. No additional charges except as noted in
       section 3.2.3 will be allowed to members.

       It is the requirement of Housing to start out with 4 vehicles and add to the service as the need arises. If a fee is
       required, at no time will the Housing department pay for more than six vehicles. This financial bid will be
       evaluated based on Net Present Value of the cost to UWM netted with guaranteed revenue to UWM. If
       revenue sharing is bid as part of the contract, the annual revenue to UWM will be the greater of the guaranteed
       revenue per vehicle or the % of Hourly Usage Revenue whichever is greater. Because the hourly usage
       revenue is very difficult to predict, it will not be used in computing the net present value of this contract.

                             Hourly Usage Rate of $7.50      Hourly Usage Rate of $8.00      Hourly Usage Rate of $8.50
                                       Annual                          Annual                          Annual
                             Annual    Revenue     % of      Annual    Revenue     % of      Annual    Revenue     % of
                             Cost      Guarantee   Hourly    Cost      Guarantee   Hourly    Cost      Guarantee   Hourly
        Contract             per       to UWM      Usage     per       to UWM      Usage     per       to UWM      Usage
                             Vehicle   per         Revenue   Vehicle   per         Revenue   Vehicle   per         Revenue
        Length               to UWM    Vehicle     to UWM    to UWM    Vehicle     to UWM    to UWM    Vehicle     to UWM
        3 years to 6/30/10
          Year 1
          Year 2
          Year 3
        Maximum mileage
        per use
        Charge per mile
        after max ($)
        4 years to 6/30/11
          Year 1
          Year 2
          Year 3
          Year 4
        Maximum mileage
        per use
        Charge per mile
        after max ($)
        5 years to 6/30/12
          Year 1
          Year 2
          Year 3
          Year 4
          Year 5
        Maximum mileage
        per use
        Charge per mile
        after max ($)

       ARE YOU BIDDING WITH ANY EXCEPTIONS TO THE REQUIREMENTS OF THE CONTRACT?
       IF SO, PLEASE NOTE:________________________________________________________________
       __________________________________________________________________________________
       __________________________________________________________________________________
       ___________________________________________________________________________________
5.6    Description of your Car Sharing Service and your Business Process (Return with Bid)

       Please describe your business process required for your car sharing service. If the process is different for 18-
       20 year olds, please note the difference. As a customer and member of your car sharing company, how do I:

       1. Sign up and qualify for a membership?______________________________________________________
Request for Bid for Car Sharing Services                                                     8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                            CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                               PAGE 15 OF 16
               ___________________________________________________________________________________
               ___________________________________________________________________________________
               ___________________________________________________________________________________

       2. Reserve a specific car for usage?__________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________
       3. Gain access to the car, record my time used, and get billed?_____________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________

       4. What are my responsibilities in filling the tank with gas? Documenting accidents? Previewing for dents?
           ___________________________________________________________________________________
           ___________________________________________________________________________________
           ___________________________________________________________________________________

       5. What reports do I see?
           ___________________________________________________________________________________
           ___________________________________________________________________________________
           ___________________________________________________________________________________

       6. How do you keep my personal data secure?
           ___________________________________________________________________________________
           ___________________________________________________________________________________
           ___________________________________________________________________________________

       7. How do I find out about your services?
           ___________________________________________________________________________________
           ___________________________________________________________________________________
           ___________________________________________________________________________________

       8. How do you communicate my membership services to me?
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________

       9. Can I use my car sharing membership in other cities?
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________

       10. Other information about car-sharing with your company.
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________
            ___________________________________________________________________________________
5.7    Acknowledgement of Terms and Signature (Return with bid)

       5.7.1    In preparing this RFB, this Bidder has not been assisted by any current or former employee of the State of
                Wisconsin whose duties relate to this RFB and who was assisting in other than his or her official capacity.
                Neither does such a person or any member of his or her immediate family have any financial interest in the
                outcome of this RFB. ____________(Initial)
Request for Bid for Car Sharing Services                                                      8/5/2011 3:55:37 AM
UNIVERSITY OF WISCONSIN-MILWAUKEE                                                             CONTRACT # S7-39-0
MILWAUKEE, WI 53201                                                                                PAGE 16 OF 16

       5.7.2   The Bidder certifies by submission of the Bid that it meets the minimum operational requirement of 3
               years or more of car sharing experience with a client similar in scope and nature to UWM and is able to
               perform the services required in this bid.______________(initial)

       5.7.3   The Bidder certifies by submission of the Bid that neither it nor its principals is presently debarred,
               suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in
               this transaction by any federal department or agency. ___________ (Initial)

       In signing this Bid, we have read and fully understand and agree to all terms, conditions and specifications and
       acknowledge that the Purchasing Office Bid document on file shall be controlling. We 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 stated statement is accurate under penalty of perjury.

       ___________________________________________________________________________________
       Name and Title of Signing Officer (print)
       ___________________________________________________________________________________
       Company Name and Address
       _______________________              _____________________ __________________
       Telephone                               Fax Number           Tax I.D. Number
       _______________________________________________________________________________
       Signature                                                  Date



        Also, sign and date the cover sheet, DOA-3070, and return with your bid documents.

				
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