Change Notice No. 3 Contract No
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Form No. DTMB-3521 (Rev. 10/2015) AUTHORITY: Act 431 of 1984 COMPLETION: Required PENALTY: Contract change will not be executed unless form is filed CHANGE NOTICE NO. 3 to CONTRACT NO. 071B1300046 between THE STATE OF MICHIGAN and NAME & ADDRESS OF CONTRACTOR PRIMARY CONTACT EMAIL Simons Michelson Zieve Inc Advertising James Michelson [email protected] CONTRACTOR’S TAX ID NO. PHONE 1200 Kirts Blvd, Suite 100 (LAST FOUR DIGITS ONLY) Troy, MI 48084 248‐269‐4314 *****8997 STATE CONTACTS AGENCY NAME PHONE EMAIL PROGRAM MANAGER / CCI Lottery Tim Shafer 517‐335‐1509 [email protected] CONTRACT ADMINISTRATOR DTMB Mary Ostrowski 517‐284‐7021 [email protected] CONTRACT SUMMARY DESCRIPTION: Creative and Media Advertising Services ‐ Lottery INITIAL AVAILABLE EXPIRATION DATE BEFORE INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE OPTIONS CHANGE(S) NOTED BELOW July 1, 2011 June 30, 2015 1 ‐ 1 Year June 30, 2016 PAYMENT TERMS DELIVERY TIMEFRAME .5% 20 Days N/A ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING ☐ P-card ☐ Direct Voucher (DV) ☐ Other ☒ Yes ☐No MINIMUM DELIVERY REQUIREMENTS N/A DESCRIPTION OF CHANGE NOTICE LENGTH OF EXERCISE OPTION? LENGTH OF OPTION EXERCISE EXTENSION? REVISED EXP. DATE EXTENSION ☐ ☐ CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE $86,372,276.00 $ 0.00 $86,372,276.00 DESCRIPTION: Effective February 19, 2016, the Program Manager has been changed to Tim Shafer. Please note that the Contractor’s address is hereby updated to 1200 Kirts Blvd, Suite 100, Troy, Michigan, 48084. All other terms, conditions, specifications and pricing remain the same. Per DTMB contractor and agency agreement, and DTMB Procurement approval. Form No. DTMB-3521 (Rev. 7/2015) AUTHORITY: Act 431 of 1984 COMPLETION: Required PENALTY: Contract change will not be executed unless form is filed STATE OF MICHIGAN DEPARTMENT OF TECHNOLOGY, MANAGEMENT AND BUDGET PROCUREMENT P.O. BOX 30026, LANSING, MI 48909 OR 525 W. ALLEGAN, LANSING, MI 48933 CHANGE NOTICE NO. 2 to CONTRACT NO. 071B1300046 between THE STATE OF MICHIGAN and NAME & ADDRESS OF CONTRACTOR PRIMARY CONTACT EMAIL Simons Michelson Zieve Inc. Advertising James Michelson [email protected] CONTRACTOR’S TAX ID NO. PHONE 1200 Kirts Blvd, Suite 100 (LAST FOUR DIGITS ONLY) Troy MI, 48084 248‐269‐4314 *****8997 STATE CONTACTS AGENCY NAME PHONE EMAIL PROGRAM MANAGER / CCI LOTTERY Tom Weber 517‐335‐6832 [email protected] CONTRACT ADMINISTRATOR DTMB Mary Ostrowski 517‐284‐7021 [email protected] CONTRACT SUMMARY DESCRIPTION: Creative and Media Advertising Services INITIAL EXPIRATION INITIAL AVAILABLE EXPIRATION DATE BEFORE INITIAL EFFECTIVE DATE DATE OPTIONS CHANGE(S) NOTED BELOW July 1, 2011 June 30, 2015 1 ‐ 1 Year June 30, 2016 PAYMENT TERMS DELIVERY TIMEFRAME 0.5% 20 Days N/A ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING ☐ P-card ☐ Direct Voucher (DV) ☐ Other ☒ Yes ☐ No MINIMUM DELIVERY REQUIREMENTS N/A DESCRIPTION OF CHANGE NOTICE LENGTH OF EXERCISE OPTION? LENGTH OF OPTION EXERCISE EXTENSION? REVISED EXP. DATE EXTENSION ☐ ☐ CURRENT VALUE VALUE OF CHANGE NOTICE ESTIMATED AGGREGATE CONTRACT VALUE $83,872,276.00 $ 2,500,000.00 $86,372,276.00 DESCRIPTION: Effective January 26, 2016 this contract is increased by $2,500,000.00 for Lottery use. All other terms, conditions, specifications, and pricing remain the same, per Contractor and Agency Agreement, DTMB Procurement approval and State Administrative Board approval on January 26, 2016. Form No. DTMB-3521 (Rev. 5/2015) AUTHORITY: Act 431 of 1984 COMPLETION: Required PENALTY: Contract change will not be executed unless form is filed STATE OF MICHIGAN DEPARTMENT OF TECHNOLOGY, MANAGEMENT AND BUDGET PROCUREMENT P.O. BOX 30026, LANSING, MI 48909 OR 525 W. ALLEGAN, LANSING, MI 48933 CHANGE NOTICE NO. 071B1300046 to CONTRACT NO. 1 between THE STATE OF MICHIGAN and NAME & ADDRESS OF CONTRACTOR PRIMARY CONTACT EMAIL Simons, Michelson, Zieve, Inc. Advertising James Michelson [email protected] VENDOR TAX ID # PHONE 900 Wilshire Drive, Suite 102 (LAST FOUR DIGITS ONLY) Troy, MI 48084 (248) 269‐4314 8997 STATE CONTACTS AGENCY NAME PHONE EMAIL PROGRAM MANAGER / CCI LOTTERY Tom Weber (517) 335‐6832 [email protected] CONTRACT ADMINISTRATOR DTMB Mary Ostrowski (517) 284‐7021 [email protected] CONTRACT SUMMARY DESCRIPTION: Creative and Media Advertising Services INITIAL AVAILABLE EXPIRATION DATE BEFORE CHANGE(S) NOTED INITIAL EFFECTIVE DATE INITIAL EXPIRATION DATE OPTIONS BELOW July 1, 2011 June 30, 2015 (1) 1‐ Year Option June 30, 2015 PAYMENT TERMS F.O.B. SHIPPED TO 0.5% 20 Days N/A N/A ALTERNATE PAYMENT OPTIONS EXTENDED PURCHASING ☐ P-card ☐ Direct Voucher (DV) ☐ Other ☒ Yes ☐ No MINIMUM DELIVERY REQUIREMENTS N/A DESCRIPTION OF CHANGE NOTICE EXTEND CONTRACT EXERCISE CONTRACT EXTENSION BEYOND CONTRACT LENGTH OF EXPIRATION DATE AFTER EXPIRATION DATE OPTION YEAR(S) OPTION YEARS EXTENSION/OPTION CHANGE No Yes 1 Year June 30, 2016 VALUE/COST OF CHANGE ESTIMATED REVISED AGGREGATE CURRENT VALUE NOTICE CONTRACT VALUE $70,400,000.00 $13,472,276.00 $83,872,276.00 DESCRIPTION: Effective July 1, 2015, this Contract is hereby exercising the first and only option year and is increased by $13,472,276.00. The revised Contract expiration date is June 30, 2016. Please note the Contract Administrator has been changed to Mary Ostrowski. Also, please note the Program Manager has been changed to Tom Weber. All other terms, conditions, specifications, and pricing remain the same, per Contractor and Agency agreement, DTMB Procurement approval and State Administrative Board approval on June 2, 2015. Form No. DMB 234 (Rev. 1/96) AUTHORITY: Act 431 of 1984 COMPLETION: Required PENALTY: Contract will not be executed unless form is filed STATE OF MICHIGAN DEPARTMENT OF TECHNOLOGY, MANAGEMENT AND BUDGET June 9, 2011 PURCHASING OPERATIONS P.O. BOX 30026, LANSING, MI 48909 OR 530 W. ALLEGAN, LANSING, MI 48933 NOTICE OF CONTRACT NO. 071B1300046 between THE STATE OF MICHIGAN and NAME & ADDRESS OF CONTRACTOR TELEPHONE James Michelson Simons Michelson Zieve, Inc. Advertising (248) 269-4314 900 Wilshire Drive, Suite 102 CONTRACTOR NUMBER/MAIL CODE Troy, MI 48084 BUYER/CA (517) 241-3768 Email: [email protected] Lance Kingsbury Contract Compliance Inspector: Tom Weber (517) 335-6832 / [email protected] Creative and Media Advertising Services – Michigan Bureau of State Lottery CONTRACT PERIOD: 4 yrs. + 1 one-year option From: July 1, 2011 To: June 30, 2015 TERMS SHIPMENT 0.5% 20 Days N/A See Attachment A Price Proposal for Clarification F.O.B. SHIPPED FROM N/A N/A MINIMUM DELIVERY REQUIREMENTS N/A MISCELLANEOUS INFORMATION: THIS CONTRACT IS EXTENDED TO LOCAL UNITS OF GOVERNMENT. TOTAL ESTIMATED CONTRACT VALUE: $70,400,000.00 Form No. DMB 234 (Rev. 1/96) AUTHORITY: Act 431 of 1984 COMPLETION: Required PENALTY: Contract will not be executed unless form is filed STATE OF MICHIGAN DEPARTMENT OF TECHNOLOGY, MANAGEMENT AND BUDGET PURCHASING OPERATIONS P.O. BOX 30026, LANSING, MI 48909 OR 530 W. ALLEGAN, LANSING, MI 48933 CONTRACT NO. 071B1300046 between THE STATE OF MICHIGAN and NAME & ADDRESS OF CONTRACTOR TELEPHONE James Michelson Simons Michelson Zieve, Inc. Advertising (248) 269-4314 900 Wilshire Drive, Suite 102 CONTRACTOR NUMBER/MAIL CODE Troy, MI 48084 BUYER/CA (517) 241-3768 Email: [email protected] Lance Kingsbury Contract Compliance Inspector: Tom Weber (517) 335-6832 / [email protected] Creative and Media Advertising Services – Michigan Bureau of State Lottery CONTRACT PERIOD: 4 yrs. + 1 one-year option From: July 1, 2011 To: June 30, 2015 TERMS SHIPMENT 0.5% 20 Days N/A See Attachment A Price Proposal for Clarification F.O.B. SHIPPED FROM N/A N/A MINIMUM DELIVERY REQUIREMENTS N/A MISCELLANEOUS INFORMATION: THIS CONTRACT IS EXTENDED TO LOCAL UNITS OF GOVERNMENT. The terms and conditions of this Contract are those of RFP # 071I0200150, this Contract Agreement and the vendor's quote dated July 13, 2010. In the event of any conflicts between the specifications, and terms and conditions, indicated by the State and those indicated by the vendor, those of the State take precedence. Estimated Contract Value: $70,400,000.00 THIS IS NOT AN ORDER: This Contract Agreement is awarded on the basis of our inquiry bearing the RFP No. 071I0200150. Orders for delivery will be issued directly by the Michigan Bureau of State Lottery through the issuance of a Purchase Order Form. All terms and conditions of the request for proposal are made a part hereof. FOR THE CONTRACTOR: FOR THE STATE: Simons Michelson Zieve, Inc. Advertising Firm Name Signature Natalie Spaniolo, Acting Director Authorized Agent Signature Name/Title DTMB Purchasing Operations Authorized Agent (Print or Type) Division Date Date STATE OF MICHIGAN Department of Technology, Management and Budget Purchasing Operations Contract No. 071B1300046 Creative and Media Advertising Services for the Michigan Bureau of State Lottery Buyer Name: Lance Kingsbury Telephone Number: 517-241-3768 E-Mail Address: [email protected] CONTRACT #071B1300046 Table of Contents DEFINITIONS ............................................................................................................................ 8 Article 1 – Statement of Work (SOW) ................................................................................... 10 1.010 Project Identification .......................................................................................... 10 1.011 Project Request ........................................................................................ 10 1.012 Background .............................................................................................