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HomeMy WebLinkAbout20170942.tiffRESOLUTION RE: APPROVE AGREEMENT FOR SUPPLIER ANALYSIS AND ONBOARDING COMMERCIAL CARD CONVERSION SERVICES AND AUTHORIZE CHAIR TO SIGN - WELLS FARGO BANK, N.A. WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to Colorado statute and the Weld County Home Rule Charter, is vested with the authority of administering the affairs of Weld County, Colorado, and WHEREAS, the Board has been presented with an Agreement for Supplier Analysis and Onboarding Commercial Card Conversion Services between the County of Weld, State of Colorado, by and through the Board of County Commissioners of Weld County, on behalf of the Accounting Department, and Wells Fargo Bank, N.A., commencing March 24, 2017 with further terms and conditions being as stated in said agreement, and WHEREAS, after review, the Board deems it advisable to approve said agreement, a copy of which is attached hereto and incorporated herein by reference. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County, Colorado, that the Agreement for Supplier Analysis and Onboarding Commercial Card Conversion Services between the County of Weld, State of Colorado, by and through the Board of County Commissioners of Weld County, on behalf of the Accounting Department, and Wells Fargo Bank, N.A., be, and hereby is, approved. BE IT FURTHER RESOLVED by the Board that the Chair be, and hereby is, authorized to sign said agreement. The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 3rd day of April, A.D., 2017, nunc pro tunc March 24, 2017. BOARD OF COUNTY COMMISSIONERS WELD COj4NTY, COLORPO ATTEST. 'dar;ok, Weld County Clerk to the Board BY: APP y ; uty Clerk to the Board ttorney Date of signature: q foo/t 1 Julie A. Cozad, Chai Steve Moreno, Pro-Tem cc. : QC T C BG) L-1/ e51 I -7 arbara Kirkmeyer 2017-0942 AC0022 WELLS FARGO SUPPLIER ANALYSIS & ONBOARDING COMMERCIAL CARD CONVERSION SERVICE DESCRIPTION 1 ivI:(i( This Wells Fargo Supplier Analysis & Onboarding Service Description (this "Service Description") is made and entered into effective as of March 24, 2017 (the "Effective Date"), by and between Wells Fargo Bank, N.A. ("Wells Fargo") and Weld County Colorado ("Customer"). In exchange for the mutual promises and agreements hereinafter set forth, and for other good and valuable consideration, and intending to be legally bound hereby, Customer and Wells Fargo hereby agree as follows: 1. Introduction. This Service Description hereby is made a part of, and incorporated into the WellsOne® Commercial Card Agreement (as the same may have been and may be amended, supplemented or restated from time to time, the "Agreement") by and between Wells Fargo Bank, N.A. ("Wells Fargo"), and Customer, as defined in the Agreement, which governs the Commercial Card Program and the related supplier analysis and onboarding services more fully described below (this "Services) in connection with the migration of suppliers of Customer from check to payment by WellsOne® Commercial Cards or Wells Fargo MasterCard® MultiCard (or Purchasing) Cards and related Card account numbers, including single -use account numbers (collectively, "Cards")). If there is a conflict between any provision of this Service Description and any provision of the Agreement with respect to this Service, the provision of this Service Description will control. If an enhancement or other change to this Service requires a change to this Service Description, Wells Fargo will make an updated version of this Service Description available to Customer. If Customer or its Cardholders or personnel continue to use this Service after such update has been made available to Customer, Customer will be deemed to have consented and agreed to the update. 2. Definitions. Capitalized terms herein that are not otherwise specifically defined herein shall have the same meanings as set forth in the Agreement. 3. Supplier Analysis & Onboardintr Service. This Service provides Wells Fargo commercial card and/or treasury management customers with detailed supplier segmentation information leveraging both industry validated acceptance data and Wells Fargo's proprietary program data. This Service will provide Customer with targeted reporting and other tools to help effectively migrate Customer's suppliers from check to payment by Cards. With delivery of a specifically formatted accounts payable file from Customer to Wells Fargo (the "Supplier File"), Wells Fargo will complete a thorough analysis against its proprietary database to determine whether Customer's suppliers accept Cards, and deliver targeted segmentation recommendations to assist in strategies to help maximize Card payments to Customer's suppliers and reduce payments by check. In addition, this Service will provide Customer with tools to help convert its suppliers from check to Card and provide Customer with communication updates on new or existing suppliers that accept Cards. Further, Wells Fargo's Supplier Enrollment Team will contact Customer's mutually -agreed upon target list of suppliers ("Targeted Suppliers") on its behalf to help enroll those suppliers in acceptance of Cards from Customer. 4. Scope of Services. The Service will be comprised of the following (or any one or combination of the following as mutually determined by Customer and Wells Fargo): • Supplier Segment Consultation. Supplier Segmentation Consultation shall consist of, but not be limited to the following: (i) developing a supplier segmentation plan, (ii) defining a strategy to target suppliers to identify both near and long-term targets for conversion to Card payments, and (iii) implementing Customer's supplier segmentation plan. • Wells Farao Supplier Enrollment Team Outreach. Wells Fargo's Supplier Enrollment 6777995 1 2017-0942 Team may communicate to Targeted Suppliers on Customer's behalf via telephone or direct mail communication in order to request that such Targeted Suppliers accept Cards from Customer as a form of payment. Wells Fargo's Supplier Enrollment Team's calling or direct mail campaign shall be for Card acceptance (or acceptance of other mutually -agreed types of electronic payments) purposes only and not for any other purpose, including but not limited to, solicitation of Wells Fargo products and/or services. The Wells Fargo Supplier Enrollment Team will communicate only with those Targeted Suppliers identified by Customer for such purpose, and Customer may contact those or any other suppliers at its own discretion. Applicable fees may apply to direct mail campaigns or activities. In such event, all fees related to direct mail will be presented to Customer prior to commencement of such campaigns or activities for Customer's acceptance and consent. • Online Enrollment. Customer understands that if a Targeted Supplier is willing to accept Card payments (or other mutually -agreed types of electronic payments) such Targeted Supplier will enroll online (as instructed by Wells Fargo) and provide its information (including payment information) to Wells Fargo. 5. Release of Customer Information. By using the Service, Customer authorizes and consents to Wells Fargo communicating to each Targeted Supplier, Customer's name and monthly spend volume ("Customer Information") with such Targeted Supplier. The Customer Information will be shared with Targeted Suppliers at Customer's request to explore potential acceptance of Cards or other mutually - agreed types of electronic payments as a form of payment. 6. Privacy. Wells Fargo is dedicated to maintaining the privacy of Customer Information. Customer may revoke the above -referenced authorization and consent to release Customer Information at any time upon written notice to Wells Fargo and Wells Fargo will have a reasonable opportunity to give effect to such notice. 7. Limitation of Liability. In addition to any limitation of liability provisions set forth in the Agreement, the following shall also apply to this Service Description and this Service. (a) In no event will Wells Fargo have any liability for claims, demands, actions, suits, losses, liabilities, damages costs or expenses arising from or related to: (i) any act or omission Wells Fargo takes pursuant to any Targeted Supplier information provided in accordance with this Service Description; (ii) any erroneous or incorrect information, including supplier contact information, contained in the Supplier File or other communications provided by Customer in connection with the Service; (iii) any erroneous or incorrect information, including bank account information, provided by a Targeted Supplier or its representative contacted by Wells Fargo based on information provided by Customer in the Supplier File or other communications provided by Customer in connection with the Service; or (iv) any act or omission of a Targeted Supplier or its representative contacted by Wells Fargo based on information provided by Customer in the Supplier File or other communications provided by Customer in connection with the Service. (b) Furthermore, Wells Fargo will have no liability to Customer, and may rely and shall be protected in acting or refraining from acting upon any notice, request, consent, report or information believed by it to be genuine and to have been provided by a person authorized to act on Company's or a Targeted Supplier's behalf, as applicable. 8. Termination. in addition to the termination provisions contained in the Agreement (including Wells Fargo's ability to immediately terminate the Agreement or services (including any Service described herein) upon occurrence of an Event of Default), Wells Fargo or Customer may terminate the Service provided hereunder upon thirty (30) days' prior written notice to the other with or without cause. 6777995 2 9. Survival. Sections 7, 8 and 9 of this Service Description will survive the termination of Service hereunder. WELLS FARGO BANK, NATIONAL ASSOCIATION Authorized Officer: Signatu Title: vll ie. i'IK;Let-t- Date: 3/17/20l7 O 2015 Wells Fargo Bank, N.A. All rights reserved. 6777995 Weld County Colorado Authorized Ofr` Iulie A. Coz Signature: Chair, oard of Weld Title: Date: County Commissione APR 0 3 2017 3 oZo/7- OZ)_ WELLS FARGO SUPPLIER ANALYSIS AND ONBOARDING COMMERCIAL CARD CONVERSION APPROVED AS TO STANCE: .&Electe Taal or epa " APPROVED AS TO FUNDING: :ac,. in _4 Control er APPROVED AS TO FORM: ounty Attorney, Hello