December 19, 2008
ADDENDUM #2
3.1.4 Structure and Content of Respondent Proposal
To facilitate the evaluation of proposals, Respondents should prepare their response to this section in the
format and sequence specified. Respond specifically to each question posed. Do not simply make a
general reference to an attachment or brochure. Failure to comply with this stipulation could result in the
proposal being rejected by the University in its sole discretion. Catalogs, brochures, etc. about the
Respondent’s products or services may be included as an addendum to the proposal but not in place of
specific responses.
Financial Support – up to 40 points
1.Will you provide payment to the University upon execution
of a contract naming your financial institution as the MavCard
Banking Partner? If so, please provide the dollar amount and
proposed timing of such payment.
2.Will you provide payment to the University for the volume
of MavCard checking accounts? If so, please provide details
including amount and timing of payments.
3.How much will you provide to support University
scholarships?
4.Beyond the initial recarding, will you provide payment to the
University to share the cost of plastic card stock and/or other
card printing equipment and supplies? If so, please provide
details outlining level of financial commitment
5.Will you provide any other financial support to the
University as a direct result of being named the MavCard
Banking Partner? If so, please provide this information.
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Account Features & Customer Service Support – up to 35 points
6.Will checking accounts offered require a
minimum balance? If so, provide amount.
7.Will you charge any monthly fees for
checking accounts offered? If so, provide
details.
8.Will a MavCARD checking account with
your bank require an opening deposit? If so, is
there a minimum amount required?
9.Will you charge accountholders for checks?
If so, please provide details.
10.Will you provide a free Visa check card for
MavCARD checking account customers?
11.Will you place transaction volume limits
on these checking accounts? If so, please
provide details.
12.Do you have a relationship with any
credit/debit networks? If so, which one(s) and
for how long? How do these relationships
benefit the University community?
13.To what regional and/or national ATM
network do you belong?
14.Will you place daily withdrawal limits on
ATM or debit card transactions from these
checking accounts? If so, please provide
details.
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15.What will you charge for ATM
transactions for accountholders?
16.Will you offer secure online banking
services? If so, please provide details of
services offered (i.e., bill payment, funds
transfer, online statements, etc.)
17.Will you offer other accounts, products or
services to MavCARD checking customers?
Will any of these be unique to MavCARD
checking customers?
18.What kind of account offering will you
make available for individuals who do not
qualify for a checking account?
19.Will the MavCARD account privileges
continue for accountholders when they leave
the University? If so, how long? If not, what
products would you offer to replace the
MavCARD bank account?
20.Will the MavCARD account privileges
continue for accountholders if or when your
status as the University’s MavCARD Banking
Partner is terminated? Please provide
information regarding the account privileges
that will continue to be available.
21.Will the accounts you provide to students
contain features that are different than
accounts you provide to faculty/staff? If so,
please provide details.
22.Will you charge any other fees to
accountholders not specifically outlined in
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previous responses?
Customer Service Support - Accountholders
23.How would banking representatives be
available to accountholders to meet customer
service needs?
24.What procedures would you use to follow
up on accounts that have been opened but
have not had transaction activity for over 30
days? Over 90 days? 180 days? More than one
year?
25. Please describe your operation and
provide detail on the services you would offer
and your plan, including level of financial
commitment, to implement a branch operation
on our campus, if applicable. A premium
location on the main level of our Student
Union consisting of approximately 570 square
feet is available at a current monthly lease rate
would be $25 per square foot. At other
locations in the basement of the Student
Union, the current lease rate is $20 per square
foot.
26.Please describe the availability of your
ATMs on or in close proximity to our campus,
in close proximity to our campus, within the
community, the surrounding area/region, and
nationally.
27.How many ATMs on campus would be
preferable? An ATM location in our Student
Union is assured at the current rental rate;
other campus locations to consider include the
Taylor Center and one or more of four
residence halls: 1,200 beds in Gage Center,
800 beds in Crawford Center, 1,000 beds in
McElroy Center, and 600 beds in the Julia
Sears residence hall
28.Will you offer any personal financial
management programs as it targets both
students and staff and/or one-on-one money
management advising for members of the
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University community? If so, please outline
your plans.
Vendor Relationship Support – University – up to 15 points
29.Would banking representatives be
available to the MavCARD Office staff on a
daily basis? Would you provide extra
coverage for your operation during peak card
issuance periods, typically during orientation
periods and at the beginning of each school
semester/
30.How would you advise the MavCARD
Office of MavCARD accounts opened in your
branch offices after the initial issuance of the
card?
31.Would you allow pre-existing accounts in
your bank to convert to MavCARD accounts?
How would you advise the MavCARD Office
of pre-existing accounts converted to
MavCARD accounts in your branch offices
after the initial issuance of the card?
32.The MavCARD currently utilizes
proximity-enabled technology along with an
ABA magnetic stripe to access financial
databases and other internal services within
the MSU. If your bank or the University
transitions to other technologies, what would
be your commitment, financial or otherwise?
33.The University will expect to receive
reports on a fiscal year basis (July 1-June 30)
and by accounting period (monthly). Please
provide sample reports you will provide.
Minimally, the reports should include data on
account acceptance rates, account activation
rates, level of MavCARD funds on deposit,
and calculations of commissions payable to
the University.
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Vendor Qualifications
34.Please provide two positive client
references that speak to your ability to meet
the expectations of the University community
to serve as its MavCARD Banking Partner.
Also provide two institutions where you no
longer serve as the banking partner. Also
provide some customer satisfaction data from
the institutions.
35.Please provide documentation of financial
measures that indicate long-term financial
stability of your institution.
36.Has your financial institution been
involved in any similar university card
issuance programs? If so, please describe
your experience in detail, including statistics
indicating growth of the program, account
opening and activation rates, account
longevity, and other relevant data.
37.Please compare and contrast your
institution’s prior experiences with the
business we are proposing with regard to what
worked well in your experience, what went
poorly, and how would you propose to do
things differently if you are chosen as a
MavCARD Bank Partner.
38.What technology services are intended to be
leased from the University:
. local area networking
. Internet networking service
. accessibility through firewall
. telephone lines / phones / services
. 389 number or 4 digit dialing
. conference calling capabilities
. e-mail account(s) for employees on MSU
server (MavMAIL)
. listing of e-mail addresses of employees in
online directories and address books
. MSU ID cards (MavCARDs) for employees
. file server space (MavDISK)
. printing capablilities (MavPrint)
. remote secure network access (VPN)
. MSU ITS Help Desk support
. network support
. Printer support
. Security video cameras
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. other
Marketing Initiatives – Up to 6 Points
39.Provide a detailed transitional plan, if
applicable, outlining the various parties
responsible to introduce your product to the
University.
40.What type of marketing material(s) will
you supply and distribute?
41.What level of financial support will you
commit to promotional, marketing and other
informational materials regarding your
MavCARD banking services?
42.How will you encourage individuals to
open a MavCARD checking account?
43.What type of marketing and technical
assistance will you provide to increase area
merchant participation in the MavCARD
program?
Innovation/Other – Up to 4 Points
44.Clearly state what a sponsoring
relationship means to you and expectations
you have of the University regarding our
relationship.
45.Describe new and innovative promotional
and informational and community services
opportunities.
46.What is your organization’s vision of the
future of campus card programs? How will
this vision benefit the University and its
MavCARD program?
47.Please provide any other information you
believe is relevant to your ability to serve the
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University as its MavCARD Banking Partner.
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