UNIVERSITY OF MASSACHUSETTS

REQUEST FOR BID

UNIVERSITY WIDE CONTRACT OFFICE SUPPLIES, COPIER PAPER & TONER

RFB UA1 8 - JM- 6022

SUBMITTED BY THE UNIVERSITY OF MASSACHUSETTS, PROCUREMENT DEPARTMENT, AMHERST MA 01003

SPONSORED BY THE UNIVERSITY OF MASSACHUSETTS PURCHASING COUNCIL AMHERST, BOSTON, DARTMOUTH, LOWELL, WORCESTER, & THE PRESIDENT'S OFFICE

TABLE OF CONTENTS

SECTION PAGE #

SECTION I - General Information 1

SECTION II - Terms and Conditions 3

Contract Duration 4

Contract Use 4

Bid Evaluation Criteria 4

Vendor Questions 5

Pre-Bid Conference Information 5

Bonfire Bid Submissions 5

Implementation Schedule 6

SECTION III – THE BID RESPONSE 7

Delivery 7 eProcurement (Jaggaer fka SciQuest) 8

Diversity Spend 9

Minimum Order Size Options 10

Sustainability 11

References 11

SECTION IV – BID PRICING 11

Optional Pricing Proposal 12

Policy for Merchandise Returns 13

Paymode-X – Use required by awarded vendor 14

Special Programs & Opportunities 14

Attachment A - Standard Office Supplies, Toner & Paper

Attachment B - United or SP Richards Stationer’s Catalog Categories

Attachment C - NOTE: To simplify the review process and to assist with making a valid comparison between the Proposals, the format for all Proposals must be consistent with the format in Sections 4A, 4B, and 4C. In addition, the Financial Bid Form(s) must be completed and signed by an authorized company representative.

BID SPECIFICATIONS

OFFICE SUPPLIES, COPIER PAPER & TONER

SECTION I – GENERAL INFORMATION

Introduction: The University of Massachusetts Purchasing Council requests bids for a system-wide contract for miscellaneous office supplies, copier paper and toner. This includes campuses at Amherst, Boston, Dartmouth, Lowell, and Worcester, as well as the President’s Office, and various satellite locations throughout the Commonwealth. A short description of each location is listed below.

Amherst: The University of Massachusetts Amherst, (UMA) established in 1863 under the original land Grant Act, is one of todays leading centers of public higher education in the Northeast. Amherst is the flagship campus of the University system and consists of more than 125 buildings and 250 departments located on 1,400 acres of land in Amherst, MA. Each building contains numerous departments, on multiple floors, some without elevators. Access to the inner campus and to the loading docks at the buildings is strictly controlled so as to minimize vehicular traffic on pedestrian ways that are used by approximately 30,000 faculty, staff, and students. Currently, satellite operations include locations in Waltham, Wareham, Gloucester, Pittsfield, Belchertown, Greenfield, Holyoke, and Springfield.

Boston: The Boston Campus (UMB) 100 Morrissey Blvd. 02125) is located on Columbia Point in the Dorchester neighborhood of Boston. The site consists of 8 building with gross square footage of approximately 2.3 million sf. There are 180 departments that can potentially make purchases against an office supply contract. The primary loading dock, available to vendors, allows easy access to the entire campus facility. Two new buildings (Integrated Science Building, 2014 and the General Academic Building I, 2015) are to be opened during the contract term. In addition to Columbia Point campus, there are a few remote sites that need to be considered as part of the University, currently they are: Institute of Community Inclusion – 20 Park Plaza, Boston UMass Childcare – Harbor Point Blvd. Dorchester, MA College of Advancing and Professional Studies-150 Mount Vernon St., Boston Nantucket Field Station – Nantucket, MA

Dartmouth: The Dartmouth (UMD) main campus is located in the town of Dartmouth. The 710 acre campus is located between New Bedford and Fall River and consists of 148 departments housed in 21 buildings, which are accessed by roads and loading docks available for direct delivery to buildings There are satellite locations in New Bedford and Fall River, MA. UMass Dartmouth has more than 8500, faculty, staff and students.

Lowell: The Lowell Campus (UML) consists of about 30 major buildings where significant quantities of office supplies are consumed. These buildings are located at four distinct geographic centers within the City of Lowell and Town of North Chelmsford. Distance between locations varies from one to several miles. Office supplies must be delivered by the vendor via “inside delivery” directly to the various departmental points of use. Access to the various buildings and delivery points is often through narrow or restricted roadways. Roadways frequently serve as walkways for a daytime population that exceeds 10,000 faculty, staff, and students. Many buildings do not have loading docks or elevators. Interior hallways may be narrow and constricted. This campus does not use centralized storage and distribution for office supplies.

1

Worcester: The University of Massachusetts Medical School (UMMS) was established in 1962, UMMS's mission is to achieve national distinction in health sciences education, research, and public service, and, with its clinical partner, UMass Memorial Health Care, national distinction in clinical care. The Worcester campus, located in central Massachusetts, is one of the fastest growing academic medical centers in the country and is home to the Commonwealth's only public medical school.

In just over three decades, UMMS has emerged as one of the pivotal academic health institutions in the Commonwealth. Extramural research funding is greater than $178 million, placing UMMS in the top 40 among the nation's medical schools in funding. The UMMS main campus is located at 55 Lake Avenue North in Worcester on 67 acres, and UMMS employs approximately 6,700 people. UMMS has many locations throughout the state that would order from this contract.

President’s Office Shrewsbury Collaborative Services Facility (CSF): The CSF serves the administrative and programming needs of the University of Massachusetts System and is located at 333 South Street, Shrewsbury, MA.

The University requires that all bids be based on delivery to a customer designated delivery point at any of the current or future locations. “Desk-top” delivery is the term used in this RFB.

Definitions & Terms: The following definition and terms will apply to this RFB:

BUYWAYS: University eProcurement System - uses the Jaggaer (fka SciQuest) platform. All University purchase orders flow thru BuyWays. It is mandatory that the awarded vendor will have to interface their system with BuyWays for all orders.

CAMPUS CONTACT: The individual at each location who is responsible for overseeing the implementation and ongoing management of the contract at his/her campus/location. The Campus Contact will work in conjunction with the Contract Manager and the Vendor to implement the contract, manage price adjustments, resolve disputes, etc.

CATEGORIES: Specific product categories have been designated in this RFB. The vendor is required to provide pricing as requested for all categories for each bid option quoted.

CONTRACT MANAGER: The named individual who is responsible for coordinating the implementation and on-going management of the entire contract. For this contact that person is: John O. Martin, Director of Procurement and Campus Services located on the Amherst Campus.

CUSTOMER: Any department or unit of the University.

COLLABORATIVE SERVICES FACILITY (CSF): refers to the UMass Office in Shrewsbury, MA

ESTIMATED PURCHASES: Historic purchase of miscellaneous office supplies, copier & printer toner & paper by the University is approximately $3.2 million annually based on 2017 purchases. This is an estimate and is to be used as a guideline only. UMass does not guarantee the purchase of any specific quantity nor does it guarantee a minimum purchase amount under this contract.

PURCHASING COUNCIL: The contract awarding authority, comprised of the Chief Procurement Officer from each campus and the CSF.

PURCHASING/PROCUREMENT: Interchangeable terms within the context of this RFB.

SATELLITE OPERATIONS: Any current or future University affiliated locations.

SELECTION COMMITTEE: The contract bid review committee, comprised of University representatives of each campus and the CSF.

UNIVERSITY: Same as University of Massachusetts, UMass or UMass System.

VENDOR: Any vendor that may respond to this RFB 2

AWARDED VENDOR: The firm who receives an award based on the best response to this RFB.

SECTION II – TERMS AND CONDITIONS

1. Certification of Tax Status: Pursuant to Massachusetts General Law, Chapter 62C, Section 49A, the bidder certifies under penalties of perjury that to the best of the bidder’s knowledge and belief, they have filed all state tax returns and paid all state taxes required by law.

2. Certification of Non-Collusion: Pursuant to Massachusetts General Law, Chapter 7, Section 22 (20), the bidder certifies under penalties of perjury that their bid is in all respects bona fide, fair, and made without collusion or fraud with any person, joint venture, partnership, corporation or other business or legal entity.

3. Conflict of Interest: The University of Massachusetts may by written notice to the bidder, terminate the right of the bidder to proceed under the contract award if UMass determines that gratuities in the form of entertainment, gifts, or otherwise were offered or given by the bidder, or agency or representative of the bidder, to any officer or employee of UMass with a view towards securing the agreement or securing favorable treatment with respect to the awarding or amending of the making of any determinations with respect to the agreement and as set forth in Massachusetts General Law, Chapter 268A.

4. Indemnification: The Vendor shall indemnify and hold harmless the University of Massachusetts, its agents and employees from and against all claims, for infringement of any United State Patent, or damages, losses, and expenses including reasonable attorney fees arising out of or resulting from the performance of the work, furnishing of services, or furnishing of materials, good, or equipment, as required by the Request for Bid, including but not limited to claims regarding defects in materials, good, or equipment, which is caused in whole or in part by any breach of contract, or omission of the successful proposer(s), any sub vendor(s), or anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable.

5. Governing Law: This agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Massachusetts.

6. Nondiscrimination in Employment and Affirmative Action: The Vendor shall not discriminate against any qualified employee or applicant for employment because of race, color, national origin, ancestry, age, sex, religion, physical or mental handicap, or sexual orientation. The Vendor agrees to comply with all applicable Federal and State statutes, rules and regulations prohibiting discrimination in employment including but not limited to: Title VII of the Civil Rights Act of 1964; the Age Discrimination in Employment Act of 1967; Section 504 of the Rehabilitation Act of 1973; the American with Disabilities Act of 1900; and Massachusetts General Law, Chapter 151B.

7. Recordkeeping, Audits & Inspection of Records: The Vendor shall maintain books, records, documents, and other compilations of data pertaining to the requirements of the contract to the extent and in such detail as shall properly substantiate claims for payment under the contract. All such records shall be kept for a period of six (6) years. All retention periods start on the first day after final payment under this contract. If any litigation, claim, negotiation, audit or other action involving the records is commenced prior to the expiration of the applicable retention period, all records shall be retained until completion of the action and resolution of all issues resulting there from, or until the end of the applicable retention period, whichever is later. The University, or any of their duly authorized representatives or designees shall have the right at reasonable times and upon reasonable notice, to examine and copy, at reasonable expense, the books, records, and other compilations of date of the Vendor which pertain to the provisions and requirements of this contract. Such access shall include on-site audits, review, and copying of records. Vendors providing services over $10,000 within a twelve (12) month period to the University hereby consent to grant the Federal Controller General or HHS or their agents 3

access to the Vendor’s books, documents or records as per the Omnibus Reconciliation Act of 1980.

8. Contract Duration: This contract shall cover a (36) month period from date of award, anticipated to be July 1, 2018, with an option for (2) one-year extensions, upon mutual agreement between the Awarded Vendor and the University.

9. Contract Use: The contract award will be available to all campus staff via the BuyWays eProcurement System currently utilized by the University. Departments may order any type of consumable product available from the United or SP Richards Stationer's supply catalog supplied with this RFB. NOTE: The Procurement Department of each campus may continue to bid large, bulk purchases and / or the Vendor may offer better discounts for high volume orders generated by any campus, to reflect economies of scale, at the option of the respective campus.

Note that while the intent of the contract is to cover supply items only, there will be occasions when miscellaneous pieces of furniture, small office machines or equipment are purchased as well. Any upholstered furniture ordered against this contract must meet or exceed the California Technical Bulletin 117 (Cal117) fire code regulations unless exempted in writing by the campus procurement department placing the order. It will be the responsibility of the Vendor to insure that all upholstered furniture meets this code. If a piece of furniture is shipped that does not meet the Cal117 fire code regulations the University shall maintain the right to return the item at any time for full credit upon discovery of the issue even if the item was ordered incorrectly by the University. Continued shipment of non-compliant upholstered furniture will be valid grounds for the University to cancel the entire contract.

10. Coordination of Bids: The selection committee will accept only one bid per vendor. Bids should be coordinated between regional offices to insure multiple bids are not received from one vendor.

11. Contract Termination: The contract may be terminated, with cause, by either party, upon 120 days written notice, one to the other.

12. Vendor Presentations: A Selection Committee representing the University will review the bid offers and select the bid(s) whose product, pricing, services, availability, and references have the most appeal to the University. Selected bidder(s) may be invited to a central designated location to make a formal presentation of their bid response to the Selection Committee in order to clarify any questions the committee may have. The presentation shall be made by the selected bidder(s) to the Selection Committee within ten (10) days after receiving the invitation to present. The bidder's failure to make such a timely presentation may be grounds for rejection of the bid, at the option of the University Purchasing Council.

13. Bid Evaluation Criteria: The award will be made to the vendor who, in the opinion of the Selection Committee, offers the best overall package. The evaluation will include, but will not necessarily be limited to, the following (in rank order of importance to the University - note that some may be of equal importance):

• Pricing of the Office Supplies, Toner & Paper on Attachment A

• Net Pricing based on discount(s) of the remaining items in United or SP Richards Stationer's full line catalog on Attachment B

• The Bidder's Web based catalog/ordering system

• The Bidder’s ability to quickly and efficiently interface with the BuyWays Jaggaer eProcurement ordering & invoicing platform that is the basis for all University purchases. This is a critical requirement of this RFB and failure to be able to meet this criterion will disqualify the vendor.

4

• Responsiveness to the RFB and quality of the bid offer including: a. Customer support package b. Merchandise Return Policy c. Ability to provide on time delivery of product to the customer’s desktop • Bidder's references, including 3 that are currently using the Jaggaer eProcurement ordering & invoicing platform.

• Responsiveness to the Special Programs and Opportunities Listed in RFB

The bids will be evaluated based on a point system. The criteria and their assigned points will be placed in a sealed envelope in the bid file prior to the bid opening date and time, for use by the Selection Committee during the award process.

14. Acceptance/Rejection of Bids: Only bids that are received by the bid opening date and time and at the designated location will be considered. The Purchasing Council reserves the right to reject any or all bids, wholly or in part and to make an award in a manner deemed by the Purchasing Council to be in the University’s best interest.

15. Questions and Requests for Additional Information

a. All questions from prospective vendors regarding this bid must be submitted via https://umass.bonfirehub.com on or before March 16, 2018 @ 5:00 pm eastern standard time. Inquiries received after the specified date and time will not be accepted and will remain unopened in the bid e-file. The University will post its response to all vendor questions received by the deadline by formal addendum on March 22, 2018 by 5:00 p.m. EST to https://umass.bonfirehub.com.

b. The University will extend the closing date by written addendum posted at: https://umass.bonfirehub.com if such information significantly amends this request for proposals or makes compliance with the original proposed due date impractical.

c. If the University of Massachusetts Amherst is closed on the scheduled bid closing date due to inclement weather or another unforeseeable event, the bid closing will still proceed electronically through the Bonfire system on the date and time listed. The physical opening and reading of the bid responses will occur the following date that the University is open for business at 2:00 p.m. EST.

No telephone calls will be accepted. Prospective Bidders are prohibited from obtaining information about this RFB from any source except https://umass.bonfirehub.com The University reserves the right to disqualify any Bidder that violates this section.

16. Pre-Bid Conference: A bidder’s conference will be held at 10:00am, March 13, 2018, at the UMass Amherst Procurement Department, 100 Venture Way, Amherst, MA 01035. The meeting will be held in the Procurement Conference Room which is located on the 3rd Floor. Please check in at the Procurement Office front desk and ask for directions to the conference room.

17. Proposal Submissions: Bidding with Bonfire

a. The University of Massachusetts Amherst is only accepting electronic bids via our eBid platform (Bonfire) at: https://umass.bonfirehub.com Only proposals received on Bonfire by 2:00 p.m. (Eastern Standard Time) on April 12, 2018 will be considered. All proposals received after the date and time listed will be filed unopened in the RFP file and will not be considered. Submitting bids via the Bonfire website is mandatory. No hard copies will be accepted. The documents on https://umass.bonfirehub.com are the official source of information on all bids for the University of Massachusetts. Documents attained from other sources will not be recognized during the bid and award process.

5

b. Vendors relying on documents obtained from sources other than the https://umass.bonfirehub.com website do so at their own risk and understand it may result in the rejection of an individual’s bid. All bidders must first register on the https://umass.bonfirehub.com website and create an online profile. Bid submissions and registration are free of charge. For more information on being a vendor visit the vendor portal at https://bonfirehub.zendesk.com/hc/en-us/categories/200053566-Vendors-Support-Portal For technical help call 1-800-354-8010 Ext. 2 or submit a request at https://umass.bonfirehub.com/portal/support

c. Exceptions to submitting thru Bonfire will only be made in extenuating circumstances as deemed appropriate by the UMass Amherst Director of Procurement and Campus Services, John O. Martin @ [email protected]. Note that failure of a vendor to allow enough time to register or meet other required steps will NOT be considered as an extenuating circumstance.

18. Implementation Schedule:

ACTIVITY OR POINT OF ACTION DATE

RFB Release Date to Vendors February 28, 2018

Pre-Bid Conference March 13, 2018 at 10:00 a.m.

See Section 15 for location

Deadline for Vendor Questions March 16, 2018 at 5 p.m.

University Responses to Questions March 22, 2018 by 5 p.m.

Deadline for Submission of Bids April 12, 2018 at 2:00 p.m.

Selected Vendor Presentations Week of April 23rd (if required)

Anticipated Award of Contract May 2018

Implementation of Contract July 1, 2018 or earlier

19. Public Information: All bids and related documents submitted in response to this are subject to the Massachusetts Public Records Law, M.G.L. Chapter 66, Section 10 and to M.G.L. Chapter 4, Section 7, Subsection 26, regarding public access to such documents. Statements in the bid response that are inconsistent with those statutes will be disregarded. For more information go to: http://www.sec.state.ma.us/pre/preidx.htm

20. Cost to Submit/Present: The University is not responsible for any expenses that may be incurred by any bidder to prepare, submit, or present bids. 21 Alterations to Bid: The bidder may not materially alter its bid response after the bids have been opened. Only the UMass Amherst Director of Procurement and Campus Services may deem what constitutes a material alteration to a bid. 22. Dollar Volume: In calendar 2017, the volume of business transacted for office supplies, toner and copier paper by the various campuses and the CSF was approximately of $3.2 million 6

however, no guarantee of the volume of business that might be realized from a contract awarded under this RFB is made.

23. Catalog/Price List Distribution: The successful bidder(s) will be responsible for furnishing and distributing current United or SP Richards Stationers catalogs to the respective departments at each location in a timely manner. If the full catalog is available on-line a web address may be provided IN LIEU OF A HARDCOPY CATALOG unless a department specifically requests a hard copy.

24. University Parking Regulations: The Vendor(s) must comply with all applicable University parking rules and regulations. Contact the Parking Office at the various campuses for particulars on each campus. (see table below).

Campus Telephone # Amherst 413-545-0065 parking.umass.edu Boston 617-287-5040 Dartmouth 508-999-8107 Lowell 978-934-2398 (University Police) Worcester 508-856-5631 or 508-856-5934 [email protected] President’s Office 617-227-7220 (Boston locations only)

25. Exceptions to Contract Terms and Conditions: If bidder takes exception to any of the terms or conditions outlined herein, it must be clearly noted in their bid response, referencing the item number and an explanation. The University may deduct points for any exceptions or use it as grounds for rejection of the entire bid at the University’s sole discretion.

SECTION III – THE BID RESPONSE

26. Delivery of Contract Items: Items ordered against this contract shall be delivered daily, Monday through Friday, free of all charges, to a customer designated location, named at the time of order placement. This locations include central distribution locations or to customer's individual office location (desk top delivery). The Vendor is responsible for contacting each University location for hours of receiving deliveries. It is important to the campuses that the selected vendor provides delivery to all UMass locations with a dedicated uniformed delivery staff and branded delivery vehicles. Historically the vendor’s driver has provided an important customer service function and the University wants to maintain this service level. The University reserves the right to require CORI or similar background checks on delivery personnel. These cost of these background checks will be paid for by the vendor.

(1) Bidder shall indicate in its bid response how it proposes to make delivery; e.g., delivery by bidder's own trucks, private contract couriers, express mail service, etc. If delivery is via a mixed model of vendor trucks and commercial delivery please estimate the percentage of each type of delivery. Also describe how bidder would verify proof of delivery when requested by University. (2) Each package must be marked to the attention of the Respective Ordering Dept. and will contain the Building and room number, and will reference the purchase order number.

(3) If the Vendor is local and has a retail location, University personnel may elect to shop at Vendor's location. Contract pricing must be applied at point of sale. Please explain how this will work, do they need a special card, how is the product paid for, what kind of reporting is provided, etc…

(4) Delivery of orders that have been placed by University staff prior to 4:00 p.m. for "standard stock items" (see Attachment A.) shall be delivered by the Vendor the next

7

business day. All other items ordered against this contract should be delivered by Vendor within 48 hours after the order has been placed. Please give details of your ability to comply with this standard. The ordering department shall be notified immediately upon placement of order of any items that have been discontinued or are out of stock. Substitutes shall not be made without first receiving authorization from the ordering department.

(5) Alternate Delivery Options: The University is open to alternate delivery options such as: a. Delivery 3 days per week (Monday-Wednesday-Friday) if it provides a financial or other incentive to the campuses. This option would be applied to all or select campuses. Fully explain in your response how a campus would benefit from this option.

b. One daily delivery to a central point on a campus. The campus will then redeliver the orders via their own campus mail/distribution staff to all locations on campus. This option would be applied to select campuses so fully explain in your response how a specific campus would benefit from this option.

27. General:

a. eProcurement: The University utilizes an eProcurement System that allows users to order online thru the vendor’s web site utilizing the Jaggaer (fka SciQuest) eProcurement Platform. Users punch directly out to a vendor’s web page, pull back items into their cart and create purchase orders that are sent electronically to the vendors. We refer to this system as the UMass “BuyWays” eProcurement System. The University requires that all departments must utilize the BuyWays electronic ordering system for all vendors with punch-outs or that are hosted. All vendors that respond to this RFB must be capable of receiving orders, sending order confirmations and invoicing electronically thru BuyWays. The BuyWays eProcurement System will be discussed thoroughly at the pre-bid conference. b. Procards: Many departments also have access to a Procard credit card to purchase their miscellaneous incidental consumable supply items. The Procard is a University issued MasterCard that allows the user to charge approved purchases directly to the card without utilizing the BuyWays eProcurement System. The goal of the University is to restrict the use of the Procard for items purchased under this contract but in limited circumstances the card will be allowed, i.e. when purchasing from a retail outlet or for locations with no access to the University BuyWays system. The vendor must provide access for the Procard user into the same web site as the BuyWays eProcurement System users to insure consistency and contract pricing. The Vendor will furnish the cardholder with a written confirmation of their order, which reflects the line item descriptions, contract pricing, and shows the appropriate percentage of discount for each item that is not on the standard stock list. All purchases are exempt from Sales Tax. Procard numbers must not be stored on the vendor’s ordering system. A website that has this feature will not be acceptable and may be grounds for rejections of the bid. All vendors must be Payment Card Industry - Data Security Standard (PCI-DSS) compliant and shall remain compliant during the term of the agreement. c. Reports: The University requires detailed spend reports on all products purchased. Reports will, at a minimum, include a list of the items ordered, quantities, the discount applied (where applicable), and the total volume of business transacted. At a minimum these reports must provide spend and product details by campus and by individual departments on each campus. The reports must be in a format such as Excel to allow each campus to perform custom sorts when required. The University prefers that these reports can be run in real time by designated staff on each campus rather than having to request reports from the vendor. If your system doesn’t provide this capability then the vendor shall provide the University, or any of its campuses or the President’s office, with usage reports that show the volume of business transacted with the Vendor by each campus, broken out by department. These reports will be due every 3 months within 15 days of the 3 month period ending. The report will start 3 months after the contract start date. These reports will be provided at no cost to the requesting campus. 8

Please indicate in your response which of the reports listed can be provided and specify if they can be generated by UMass in real time or if they must be requested through the vendor. Also indicate other reports that are available.

Report Name Comments Low Cost Alternative Tracks savings between brand and LCA items when selected. Diverse vendor Tracks diverse vendor purchases Sustainability Tracks sustainable vendor purchases Returns Tracks % of $ purchased vs. returned Order Fill Rate Based on orders filled with-in 24 and 48 hours of order Cost containment Tracks purchase of Top 2000 preferred items Total Average % Shows cost savings between list and contract prices Savings Category of Sales Tracks by United or SP Richards Stationery categories

d. Low Cost Alternatives: The successful vendor must have the ability to offer users a “Low Cost Alternative (LCA)” feature that shows the user less expensive alternate product options when they pull up a requested item. Vendors will be required to demonstrate this feature during their presentations. A current list of higher priced items and their LCA should be provided as part of your bid response. e. University Web Page: As a requirement for a vendor to be awarded a contract it must provide a tailored web page that allows University users access to all contract items. This web page must provide a front page that is branded with the University name and contract number at a minimum. It is desirable that the front page contain an area that the University can utilize to display messages that pertain to the contract. The University should have access to change the message when it requires a new message be displayed. Vendors will be required to demonstrate this feature during their presentations. f. Diversity Spend: The University is very interested is purchasing products from diverse, disadvantaged and small* businesses as part of their diversity spend goals. Please explain how your company can work with the University on assisting with this goal and also what reporting capabilities your company has in this area. University users must be able to clearly see products offered from minority/woman owned vendors when ordering on the vendor’s web page. *defined as minority owned, women owned, veteran owned, LGBT-owned, service disabled veteran owned, historically underutilized business (HUB zone), and SBA defined small business vendors. g. Salesperson: The successful vendor must provide a knowledgeable sales representative that is on each campus at least one full day a week to resolve issues, check in with a designated campus staff representative and meet with department staff as required. The individual campuses reserve the right to approve the representative assigned to their respective campus and request removal of any representative that the campus feels is not properly serving their account. The successful vendor shall obtain authorization from the designated campus staff representative in the Procurement Department prior to the release of any sales promotions to campus customers, to insure that they are not in conflict with other campus interests.

The successful vendor shall work with University staff to provide orientation sessions as needed. Sessions shall be used to introduce the company, explain the on-line ordering system, return policy, introduce the sales representative(s) assigned to each campus and discuss the types of management reporting/accounting reports which are available to the departments. The bidder shall describe, in detail, its proposed implementation plan for proposed orientation/training to the various campus locations. The successful vendor must set up orientation/training sessions on each campus prior to the contract implementation start date to ensure all departments are fully trained by the May 1st implementation date.

9

h. Customer Service: The Vendor shall provide dedicated customer service staff that are available during normal business hours, Monday thru Friday, by a dedicated toll free telephone number. Vendor will be responsible for conducting electronic customer surveys, by campus, on an annual basis and forwarded to the Contract Manager for review by the University.

i. Minimum Order Size Options: The University is interested is minimizing the costs of products and is willing to institute a minimum order size of $25 for any order. Currently there is no minimum order size. By adopting a $25 minimum order size the vendor should see a reduction of almost 5,000 orders per year which will in turn decrease the vendors handling and shipping costs. All pricing submitted should be based on this minimum order size. As an option the University is interested in vendors offering incentives to induce departments to meet a larger (>$25) minimum order size before placing their order.

Example of one possible scenario: Orders between $25 & $49.99 would have a $2.95 handling fee added to each order. Orders between $50 and $99.99 would not have a handling fee added. Orders $100 and up would have a 5% rebate from quoted costs. Rebate would be seen at checkout. Vendors are requested to submit any alternate ordering options that they feel the University would be interested in. Fully document how the University would realize a savings over the stated $25 minimum order charge.

j. Remanufactured Toner: In order to reduce costs most campuses are already using generic toners from our current vendor. Vendors should include details about the warranty and product liability for their reman toner. Warranty should include full coverage for any damage caused by reman toners including repair and replacement of printer if required.

28. HP Big Deal: UMass is aware that some manufacturers provide special pricing or discount structures to one or more resellers based on an application or agreement process – i.e. HP’s Big Deal. To guarantee your proposals are competitive, UMass is willing to sign temporary special pricing/discount applications or agreements with your company and specified manufacturers. However, since you are more aware of these agreements than we are, please specify, at your earliest convenience which special pricing/discount applications or agreements you need us to execute. These applications or agreements will cover all UMass campuses but will only be valid up to the time that UMass awards a contract to a vendor. UMass will maintain those special pricing/discount agreements with the vendor that is awarded this contract.

29. Recordkeeping, Audits & Inspection of Records: The Vendor shall maintain books, records, documents, and other compilations of data pertaining to the requirements of the contract to the extent and in such detail as shall properly substantiate claims for payment under the contract. All such records shall be kept for a period of six (6) years. All retention periods start on the first day after final payment under this contract. If any litigation, claim, negotiation, audit or other action involving the records is commenced prior to the expiration of the applicable retention period, all records shall be retained until completion of the action and resolution of all issues resulting therefrom, or until the end of the applicable retention period, whichever is later. The University, or any of their duly authorized representatives or designees shall have the right at reasonable times and upon reasonable notice, to examine and copy, at reasonable expense, the books, records, and other compilations of date of the Vendor which pertain to the provisions and requirements of this contract. Such access shall include on-site audits, review, and copying of records. Vendors providing services over $10,000 within a twelve (12) month period to the University hereby consent to grant the Federal Controller General or HHS

30. Sustainability The University is committed to reducing the adverse environmental impact of our purchasing decisions and we are committed to buy goods and services from manufacturers and suppliers 10

who share our environmental concern and commitment. Please refer to the 2016 UMass Sustainability policy at: https://www.umassp.edu/sites/umassp.edu/files/content/T16-055-Sustainability%20Policy_12.9.16.pdf

We encourage proposals that include environmentally preferable products (EPP) and service options which have third party certification, contain post-consumer recycled or bio-based content, minimize waste, reduce excess packaging, prevent pollution and/or offer resource efficiency. It is our goal to maximize environmental responsibility on the UMass Campuses. Please propose details on how your company can support our initiative to provide sustainable products and services to our end-users. ♦ Describe the tools and resources that are available to our campuses to enhance EPP and reduce environmental impact associated with purchases. ♦ Describe what initiatives your company has implemented and is working on and how these programs could benefit or be implemented at the University. ♦ All sustainable items should have a “Green Products” symbol that is easily identified during a product search. Users should also be able to prioritize a search by green products only. Confirm that green and recycled products are clearly identified on your web ordering system so users can easily recognize them when ordering. ♦ Describe your reporting capabilities including the ability to provide reporting consistent with the Association for the Advancement of Sustainability in Higher Education, Sustainability Tracking, Assessment & Rating System (STARS) framework at: http://www.aashe.org/wp-content/uploads/2017/07/STARS-2.1-Technical-Manual- Administrative-Update-Three.pdf Also use as reference MA STATE EXEC ORDER 515 ENVIRONMENTALLY PREFERABLE PURCHASING POLICY: http://www.mass.gov/courts/docs/lawlib/eo500-599/eo515.pdf

Does your company offer delivery of products to the campuses in reusable containers, i.e. bins or boxes that can be returned to your company once the products are unpacked? If yes please explain what percentage of your products will be delivered this way. Also explain the method for returning the bins to your company. The University would prefer that your driver pick up these bins on their next delivery. Please supply a sample of the proposed bin prior to the RFB closing date.

31. Bidder's References for Contact Purposes: The bidder shall provide with their bid response, the names, addresses, contact names, and telephone numbers of three clients, similar in size and scope to the University and that currently utilize the Jaggaer eProcurement platform, that the bidder has serviced for at least one year. The bidder shall indicate how long the bidder has had a contractual relationship with the client and the types of products and services provided to the client. We prefer that you include at least one higher education reference. The University reserves the right to contact other former/present clients for reference purposes if they feel it is appropriate.

SECTION IV - BID PRICING

32. Bidders shall structure their bid pricing as follows:

A. Attachment A - Standard Stock Items, Toner & Paper: Provided with this RFB as Attachment A is an electronic Excel spreadsheet listing the University’s top 2000 most frequently purchased office supply items ("standard stock items") including toner and copier paper. Product spend on Attachment A items accounts for approximately 50% of total spend under this contract. Complete Unit Price Column “J” on Attachment A. Extended prices in column “K” will automatically populate. Attachment A must be submitted in the same format as is provided with the RFB. Note that some items have stock numbers from the incumbent office supply vendor. Vendors can substitute equal items for these items only. Any item having a manufacturer’s number must be bid as listed. Vendors may also 11

list an alternative for any manufacturer’s product number. This will give the University the opportunity to review products for potential cost savings. If any item numbers are discontinued vendors are instructed to insert a current product that equals the product number discontinued. The University will determine if substituted items listed are equals when the bids are reviewed. Bidders shall offer firm prices on these items, which shall remain in effect for a period of at least twelve (12) months from date of award. Note that quantities are based on calendar 2017 usage. The University makes no guarantee of the volume that will be purchased against the new contract. All vendors must fill in the 2 blank spaces in the paragraph below on Attachment A. Failure to do so may be grounds for disqualification.

BIDDER GUARANTEES PRICING OF THE STANDARD STOCK ITEMS, TONER & PAPER ON THE ENCLOSED SPREADSHEET (Attachment A) FOR A PERIOD OF (____) MONTHS [MINIMUM OF (12) MONTHS] FROM INCEPTION OF CONTRACT, AFTER WHICH PRICING MAY NOT INCREASE BY MORE THAN (____)% PER CONTRACT TERM, OR BY THE LOWER OF THE PERCENTAGE RATE OF INCREASE IN THE NATIONAL CONSUMER PRICE INDEX FOR URBAN CONSUMERS (CPI-U), UNDER THE EXPENDITURE CATEGORY FOR ALL ITEMS FOR THE PRIOR 12 MONTHS, WHICHEVER IS LESS.

IMPORTANT: If the manufacturer discontinues an item, the vendor must provide a replacement item of equal or better quality at the same discount as the discontinued item.

This increase would apply to these items should the bidder find it necessary to increase product cost during a contract term after the initial (12) month period. Such increases may occur only once per contract year, at the beginning of the respective contract term, and shall be published by the contract vendor to all ordering departments of record. The resulting contract prices shall remain firm throughout that (12) month contract period. If the bidder includes a possible increase, that will be taken into consideration during the bid evaluation process. The vendor must notify the Contract Manager at the University of the proposed price increase, in writing, at least (60) days prior to the beginning of each contract period. Vendor must provide back-up sufficient to justify any increase. Failure to notify the Contract Manager at the University in writing within the specified time frame will make the increase null and void and the then current prices will remain in effect for the next 12 month contract period.

B. Attachment B – All other items in the 2018 United or SP Richards Stationers full line catalog: On Attachment B the vendor is to fill in the percent of discount off list price from manufacturer's suggested list price contained in the 2018 United or SP Richards Stationers full line catalog for remaining items in that catalog other than the items listed in Attachment A. Product spend on Attachment B items accounts for approximately 50% of total spend under this contract. Bids for this portion of your bid response may be structured in only this way. Bidders shall price out the items listed in Attachment B in accordance with this portion of their bid. The discount is based upon the product categories listed in the 2018 United or SP Richards Stationers full line catalog. On the form listed in Attachment B, or on a reasonable facsimile, the vendor is to list each major category in the 2018 United or SP Richards Stationers full line catalog along with the discount off list for each catalog. Also indicate the page number range for each product category. On this section discounting is the required method to bid for all product categories. Cost plus bids will not be considered. Multiple discounts may not be offered within a product category. Vendors must bid on all categories unless they are offering a straight discount for the entire catalog. Each vendor must submit a copy of the 2018 United or SP Richards Stationers full line catalog with their bid response to insure an “Apples to Apples” comparison is made. The manufacturer's suggested list prices as contained in the 2018 United or SP Richards Stationers catalog shall remain firm for twelve months from contract award date. Thereafter, the prices may only be increased based upon the United or SP Richards

12 Stationers catalog distributed in December/January of each year. The discount(s) offered shall remain firm throughout the term of the contract and any extensions thereto.

Optional Pricing Proposal – Vendors may also submit a 2nd proposal with an optional pricing model for the categories of items covered in the 2018 United or SP Richards Stationers catalog under this section. This submittal can be the vendor’s private label catalog or another readily available general office supply catalog. This optional submittal must encompass the same general categories and selections as the United or SP Richards Stationers catalog. The University will review both submittals and determine which, in their sole opinion, is the most advantageous to the University.

Note that this is an all-inclusive bid – all pricing MUST be consistent across the entire University System. All other bids will be rejected.

33. Policy for Merchandise Returns: Please explain in detail your policy for merchandise that is returned to you for restocking, including, but not necessarily limited to: . the number of days a University department would have to notify you of their intent to return an item . whether you charge a restocking fee, and if so, how it is calculated . whether there is a difference in your policy for the return of some types of items than for others . the procedure that a department would use to inform you of a return, etc. . describe how the credit will be processed in the Jaggaer environment and how it would be processed on a Procard purchase. . Describe the process for returning items processed at the retail store.

University’s Procedures for Merchandise Returns: Material that is to be returned to a contract vendor shall be picked up by the contract vendor at the original point of delivery, or as specified by the customer at the time pickup is requested.

(1) The contract vendor shall provide the Customer with a pickup slip for any material that is to be returned.

(2) The contract vendor will retrieve returns from the designated pickup point within three business days from the date the Customer requests pickup.

(3) The vendor’s driver will sign a receipt for any items returned.

34. Guaranteed Lowest Pricing: The successful vendor must guarantee that the University will be given the lowest prices on all products purchased, even if lower that the contract prices, that appear on any of the vendor’s web sites, promotional materials, flyers, web advertising etc. regardless of the source. All special prices will include free delivery to the University Departments even if the “special” pricing did not originally include free delivery. Vendor must also “price match” lower pricing from other vendors when a department requests the price match and offers proof of the lower pricing.

35. Additional Costs: Bidder shall indicate in the bid response any additional costs that are associated with the bid. As cost is an integral part of determining the bid award, Bidder must be specific. Failure to specify “other costs” will bar the vendor from future requests for additional cost reimbursements.

36. Prompt Pay Discounts: We encourage all vendors doing business with the University to offer Prompt Payment Discount (PPD) with their bid response. Vendors benefit from PPD by increased, usable cash flow as a result of fast and efficient payments for commodities or services rendered. All 13

vendors must agree to accept Paymode-X Electronic Payment (see details below). This increases the prompt pay benefit by ensuring that funds are paid directly to their designated bank accounts, thus eliminating the delay of check clearance policies and traditional mail lead time.

All PPD will be taken in cases where the payment issue date is within the specified number of days listed on the invoice. Payment days will be measured from the date goods are received and accepted /performance was completed OR the date an invoice is received by the University, whichever is later, to the date the payment is issued as an EFT. The date of payment “issue” is the date a payment is considered “paid” not the date a payment is “received” by a Vendor. Note that the University will not issue paper checks to the awarded vendor.

37. Paymode-X: The University is making electronic payments mandatory under this RFB and any ensuing contact. We have chosen Bank of America’s PayMode-X product which offers the University a secure, internet-based service to make electronic payments to vendors, suppliers and service providers. The vendor awarded a contract will be required to enroll in this service. There is a nominal network fee for this service that will be the vendor’s responsibility. Go to www.bankofamerica.com/paymode/UMASS to review this service. We value your support and are confident that your company will benefit from using PayMode-X.

If awarded a contract under this RFB your companies’ participation in this initiative is mandatory and will yield the following benefits:  Reduced labor, hassle, expenses, and risk associated with checks and other traditional electronic payment methods. No charge to receive an electronic payment from the UMass via Paymode-X.  Paymode-X requires no purchase of software, no modifications to your existing accounts receivable systems, and no changes to your bank or bank accounts.  Enables delivery of digital remittance information along with the payment for easier reconciliation. Each time you receive a payment through PayMode-X, you will be sent an electronic notification.  History of all Paymode-X payments from UMass will be at your fingertips on the Paymode-X website.  Electronic payments provide cash flow benefits by eliminating mail and paper check float.  Go Green – Contribute to reducing the use of paper.

To enroll or receive more information, log on to: www.bankofamerica.com/Paymode/UMASS today. Should you require personal assistance or have any questions, please contact Bank of America’s Paymode-X service toll free at 1 866 252 7366 or call University of Massachusetts contact Frank Trolio, at 774 455 7584. Paymode-X will notify us of your enrollment and electronic payments will begin shortly thereafter.

38. University Contract for Services: The successful company will be required to sign the University’s standard Contract for Services which can be viewed at: http://www.umass.edu/procurement/Fill-In_Forms/CFS%20long%20form.pdf If the company takes exception to any of the contract terms and conditions contained therein, note it as an exception in the proposal response, referencing the section and item number and giving a complete explanation for the exception. The University reserves the right to use any such exception as grounds for rejection of the proposal.

39. Special Programs & Opportunities: Attachment C

a. Student Scholarship Opportunities: The University is interested is having the successful vendor provide paid scholarship opportunities to students enrolled at the University. Please include in your bid response how your company would participate in this opportunity by describing, in detail, any scholarship opportunities that you are offering. In your response clearly indicate the number of scholarships and the amount of each scholarship that would be offered each school year during the contract term, including option years. These scholarships 14

can be general scholarships that the University will select students for or they can be specific to a certain area of study such as Engineering or Business. Vendors may also elect to direct the scholarships to designated campuses of their choice. Please be specific when describing what opportunities you are offering. Note that the University will not accept higher prices to fund scholarship opportunities. b. Internship Opportunities: The University is interested is having the successful vendor provide paid internship opportunities to students enrolled at the University. Please include in your bid response how your company would participate in this opportunity by describing, in detail, any opportunities that you are offering. In your response clearly indicate the number of internship opportunities that would be offered each school year during the contract term, including option years, plus details such as where the positions would be located, for how long, how many hours are included, what areas of studies the opportunities will benefit, etc. All internships must be paid internships and pay at least the applicable minimum wage. Note that the University will not accept higher prices to fund internship opportunities. c. Employee Purchases: Currently the University has an employee purchase program that allows staff and faculty to order contracted items for their personal use at the contracted price and terms. This is a popular program and the University is interested in retaining an employee purchase program under the new contract. If your company is the successful bidder would you allow employees (staff and faculty) to purchase for personal use? Would you extend the same pricing for the employee purchases as you offer the University? If not what pricing would you offer to employees? It is understood that if an employee does purchase items for personal use they must use a personal credit card and pay any applicable taxes. The employee would not be allowed to utilize a University Procard. All items would be shipped to their home address. The University would be acceptable of a reasonable handling charge for employee purchases. Please indicate what that fee would be if you are proposing a handling fee for employee purchases. Note that the University will not accept higher prices to fund employee purchase opportunities. d. UMass Amherst Minuteman Athletics Sponsorship: All vendors are invited to take advantage of a unique opportunity to increase business by becoming a corporate partner of UMass Amherst Minuteman Division I Athletics. The successful bidder will be awarded a custom program that will position their company in front of over 250,000 game attendees, 102,000 Alumni in Massachusetts, and 100,000+ unique visitors to the UMass Amherst Campus Athletics web page at: umassathletics.com. Please refer to Attachment C for full details of this program. Note that the University will not accept higher prices to fund Athletic Sponsorships. e. UMass Lowell River Hawks Athletics Sponsorship: All vendors are invited to take advantage of the opportunity to become the “The Official Office Supply Provider of UMass Lowell Athletics”. The awarded bidder will have the opportunity for category exclusive designation in the Office Supply Category within the UMass Lowell Corporate Partner Program. Please refer to Attachment C for full details of this program. Note that the University will not accept higher prices to fund Athletic Sponsorships. f. 5 College Consortium: The 5 College Consortium consists of UMass Amherst, Amherst College, Hampshire College, Mt. Holyoke College and Smith College. If you are the vendor awarded the contract would you allow the other members of the 5 College Consortium to purchases under the same terms and pricing as the UMass contract? Note that the University would not be responsible for any members of the 5 College Consortium and they would execute a separate contract with the vendor. Note that the University will not accept higher prices to allow this group to participate. g. Massachusetts State Colleges and University’s: If you are the vendor awarded the contract would you allow other Massachusetts State Colleges and University’s to purchase 15

under the same terms and pricing as the UMass contract? Note that the University would not be responsible for any other State College and University that purchase thru this contract. Each college or University would be required to execute a separate contract with the vendor.

Note that the University will not accept higher prices to allow this group to participate.

END OF RFB AA18-JM-6022

16

Attachment A- Part 1

All vendors must fill in the 2 blank spaces in the paragraph below failure to do so may be grounds for disqualification.

BIDDER GUARANTEES PRICING OF THE STANDARD STOCK ITEMS, TONER & PAPER ON THE ENCLOSED SPREADSHEET (Attachment A- Part 2) FOR A PERIOD OF (______) MONTHS [MINIMUM OF (12) MONTHS] FROM INCEPTION OF CONTRACT, AFTER WHICH PRICING MAY NOT INCREASE BY MORE THAN (______)% PER CONTRACT TERM, OR BY THE LOWER OF THE PERCENTAGE RATE OF INCREASE IN THE NATIONAL CONSUMER PRICE INDEX FOR URBAN CONSUMERS (CPI-U), UNDER THE EXPENDITURE CATEGORY FOR ALL ITEMS FOR THE PRIOR 12 MONTHS, WHICHEVER IS LESS.

UNIVERSITY OF MASSACHUSETTS RFB UA14-JM-4854 Office Supplies, Toner and Paper 2018 United or SP Richards Stationer’s Catalog Attachment B

Item Product Category % Discount from Category Page # Manufacturer’s Suggested Numbers in Catalog List Price in Catalog

END OF RFB UA18-JM-6022 – ATTACHMENT B UNIVERSITY OF MASSACHUSETTS RFB UA14-JM-4854 Office Supplies, Toner and Paper Sponsorship Opportunities Attachment C

General Scope of Offer As part of the University wide Request for Bid for Office Supplies, Toner and Paper the we are offering the successful bidder an opportunity to enter into several UMass Special Programs & Opportunities. Please fill-in your response to each opportunity below.

1. STUDENT SCHOLARSHIP OPPORTUNITIES: The University is interested is having the successful vendor provide paid scholarship opportunities to students enrolled at the University. Please include in your bid response below how your company would participate in this opportunity by describing, in detail, any scholarship opportunities that you are offering. In your response clearly indicate the number of scholarships and the amount of each scholarship that would be offered each school year during the contract term, including option years. These scholarships can be general scholarships that the University will select students for or they can be specific to a certain area of study such as Engineering or Business. Vendors may also elect to direct the scholarships to designated campuses of their choice. Please be specific when describing what opportunities you are offering.

Vendor is willing to offer the following student scholarship opportunities: Number of Scholarships per academic year: _____ Amount of each scholarship: $______Are these scholarships restricted to specific campuses? ___ If yes specify which campuses: Amherst __ Boston__ Dartmouth __ Lowell__ Medical School___

Note that the University will not accept higher prices to fund scholarship opportunities.

2. INTERNSHIP OPPORTUNITIES: The University is interested is having the successful vendor provide paid internship opportunities to students enrolled at the University. Please include in your bid response how your company would participate in this opportunity by describing, in detail, any opportunities that you are offering. In your response clearly indicate the number of internship opportunities that would be offered each school year during the contract term, including option years, plus details such as where the positions would be located, for how long, how many hours are included, what areas of studies the opportunities will benefit, etc. All internships must be paid internships and pay at least the applicable minimum wage.

Vendor is willing to offer the following paid student Internship opportunities: Number of Internships per academic year: _____ Location and type of each internship: ______Are these scholarships restricted to specific campuses? ___ If yes specify which campuses: Amherst __ Boston__ Dartmouth __ Lowell__ Medical School___

Note that the University will not accept higher prices to fund internship opportunities.

3. EMPLOYEE PURCHASES: Currently the University has an employee purchase program that allows staff and faculty to order contracted items for their personal use at the contracted price and terms. This is a popular program and the University is interested in retaining an employee purchase program under the new contract. a. If your company is the successful bidder would you allow employees (staff and faculty) to purchase for personal use? Yes___ No___ b. If “Yes” Would you extend the same pricing for the employee purchases as you offer the University? Yes___ No___ c. If “No” what pricing would you offer to employees? ______

It is understood that if an employee does purchase items for personal use they must use a personal credit card and pay any applicable taxes. The employee would not be allowed to utilize a University Procard. All items would be shipped to their home address. The University would be acceptable of a reasonable handling charge for employee purchases. Please indicate what that fee would be if you are proposing a handling fee for employee purchases. Note that the University will not accept higher prices to fund employee purchase opportunities.

4. UMASS AMHERST MINUTEMAN ATHLETICS SPONSORSHIP: All bidders are invited to take advantage of this unique opportunity to drive incremental business by becoming “The Official Office Supply Provider of the UMass Amherst Athletics” as Corporate Partner of UMass Amherst Athletics. The awarded bidder will be offered this category exclusive designation with-in the UMass Amherst Athletics Department, and a custom marketing program that will position your company in front of our 250,000 game attendees; 102,000 Alumni in Massachusetts; a Statewide radio and television audience and 100,000+ unique visitors a month to www.umassathletics.com

Background a) NCAA Division 1 Athletics Program: i. UMass Amherst intercollegiate sports program is NCAA Division I with 21 varsity sports competing in the Atlantic-10 and Hockey East conferences. As of 2012, the UMass Football Program has been elevated to full Division 1 status and is competing in the Mid- American Conference (MAC), playing all home games at Gillette Stadium (Home of the New England Patriots in the NFL). b) Sports Marketing Professionals: i. UMass Amherst Athletics Corporate Marketing Partnerships are professionally managed by Nelligan Sports Marketing, Inc. This ensures the successful bidder will receive the highest level of strategic marketing insight and guidance to optimize the return on investment. c) Attendance & Web Traffic: i. Nearly 250,000+ sports fans (regional residents, alumni, & students) each year attend UMass Amherst Athletic events on campus and at Gillette Stadium (Football). The Mullins Center, our 10,500-seat basketball and ice hockey venue, attracts an additional 120,000+ attendees each year to a variety of concerts, family, ice and theater shows. And our website, www.umassathletics.com is the #1 trafficked site in the Atlantic-10 Conference with over 100,000 unique visitors a month. Let’s put this unparalleled audience to work for your brand!

Your UMass Athletics Corporate Marketing Partnership Opportunity: The successful bidder will receive on-site, strategic marketing consultation from Learfield Sports Marketing to develop and execute a custom marketing partnership program. Your program will be designed based upon the specific business objectives your company desires to achieve (delivering true ROI).

The following marketing assets will be provided by UMass Athletics; customized and executed for the winning bidder by Nelligan Sports Marketing based upon bidder’s proposed investment level:

TARGETED E-MARKETING: Your message will reach 27,000 students, 102,000 alumni, and 12,000 UMass sports fans who have all opted in to receive information from Athletics. TARGETED ONLINE ADVERTSING: WWW.UMASSATHLETICS.COM is the #1 trafficked website in the A-10 Conference attracting 100,000+ unique visitors a month. Your banner ad or “Enter-to- Win” contest can be domain-targeted to reach your exact target audience. THE UMASS RADIO NETWORK A significant number of UMass games (Football, Men’s Basketball, and Men’s Hockey) are broadcast LIVE on the UMass Radio Network. Your company will receive a presence in all regular season UMass Athletics radio broadcasts. THE UMASS TELEVISION NETWORK Your company will receive a presence in all UMass Athletics television broadcasts/shows. Exact breadth and scope of television schedule is determined annually based upon Conference and local television affiliate agreements. FAN ENGAGEMENT: FOOTBALL SEASON a. Advertisement in the Official UMass Football Game Day program sold at all Football games at Gillette Stadium b. Live in-game PA announcements c. Option to develop custom in-game promotion/giveaway (additional cost) FAN ENGAGEMENT: MEN’S BASKETBALL SEASON d. Advertisement in the Official UMass Men’s Basketball Program/Yearbook sold at all Men’s Basketball games at The Mullins Center e. Live in-game PA announcements f. Option to develop custom in-game promotion/giveaway (additional cost) FAN ENGAGEMENT: ICE HOCKEY SEASON g. Advertisement in the Official UMass Ice Hockey Program/Yearbook sold at all Ice Hockey games at The Mullins Center h. Live in-game PA announcements i. Option to develop custom in-game promotion/giveaway (additional cost) Recommended corporate marketing partnership investment level: If you are interested in this unique opportunity please insert your proposed investment level for each year of the contract. The winning bidder’s proposed investment level will be binding.

RECOMMENDED BIDDER PROPOSED INVESTMENT MINIMUM INVESTMENT LEVEL (Enter your desired LEVEL PER YEAR investment for each year of the contract)

YEARS 1-3 $200,000.00/ year $ OPTION YEARS 4-5 $250,000.00/ year $

5. UMASS LOWELL RIVERHAWK ATHLETIC SPONSORSHIP All bidders are invited to take advantage of the opportunity to become the “The Official Office Supply Provider of UMass Lowell Athletics”. The awarded bidder will have the opportunity for category exclusive designation in the Office Supply Category within the UMass Lowell Corporate Partner Program.

Background A. NCAA Division 1 Athletics Program i. Program Description. UMass Lowell has 17 intercollegiate Division 1 sports programs. Sixteen of the programs compete in the America East Conference while hockey competes in the Hockey East Conference. a. The America East Conference features: Binghamton University, Hartford University, Stony Brook University, University of Albany, University of Maine, University of Maryland Baltimore County, University of New Hampshire and University of Vermont

b. The Hockey East Conference features: Boston College, Boston University, Merrimack College, Northeastern University, Providence College, University of Connecticut, University of Maine, University of Massachusetts University of New Hampshire and University of Vermont ii. Designated sales consultant. UMass Lowell manages all of their corporate accounts in-house providing each account with expertise and personal knowledge to allow you to tailor your partnership to ensure maximum success and ROI throughout the term of the partnership. iii. Athletic Fan Base. Over 150,000 fans attend UMass Lowell Sporting events each year on the campus of UMass Lowell. The hockey team has led the Hockey East in attendance the last four years and is consistently ranked in the top 10 in attendance in the country each season. In addition to athletic events, the Tsongas Center is host to another 100,000 spectators each year through concerts, graduations and events. B. Corporate Partner Opportunities, Category Exclusivity in the following areas i. Premier Signage Opportunities a. Hockey Signage b. Basketball Signage - Digital Signage and Static Signage for year round exposure at all hockey and basketball events as well as all Tsongas Events. Over 250,000 spectators annually ii. Social Media Opportunities a. Opportunity to target over 50,000 Twitter and Facebook Followers iii. Email Marketing a. Opportunity to have logo on email newsletters that reach over 200,000 annually iv. GORIVERHAWKS.COM a. Opportunity to have logo on official athletic website home page. Over 80,000 unique visitors per month v. UMass Lowell Streaming Network a. All athletic events streamed live on ESPN3 b. Opportunity to have logo and commercial spots on over 400 lived streamed events annually vi. UMass Lowell Radio Network a. Opportunity to run commercial spots during all live hockey and basketball radio broadcasts vii. Custom In Game Promotions for all hockey and basketball games a. Opportunity for in game PA Reads during all home games b. Opportunity to brand give away items c. Opportunity for customized in game promotion to target fan base d. Opportunity to have table in concourse to mutually agreed to home hockey and basketball games to promote products viii. Premier Seating for all home hockey and basketball games a. Opportunity for season tickets with pavilion access for all home hockey and basketball games b. Opportunity for use of luxury suite to mutually agreed to home hockey and basketball games ix. Homecoming a. Opportunity to have logo on marketing materials promoting homecoming to alumni and family b. Direct mail to over 90,000 alumni c. Direct email to over 75,000 alumni d. Onsite presence during homecoming

C. Recommended corporate marketing partnership investment level: If you are interested in this unique opportunity, please insert your proposed investment level for each year of the contract. The winning bidder’s proposed investment level will be binding.

RECOMMENDED BIDDER PROPOSED INVESTMENT MINIMUM INVESTMENT LEVEL (Enter your desired LEVEL PER YEAR investment for each year of the contract)

YEARS 1-3 $100,000.00/ year $ OPTION YEARS 4-5 $150,000.00/ year $

END OF RFB UA18-JM-6022 – ATTACHMENT C