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Provide a conceptual plan for services to the City that your Bank believes are <br />appropriate for the City. Indicate features, skills and /or services which distinguish <br />your firm and make it the better choice for the City. Indicate how the resources of <br />your Bank (e.g., number and type of personnel allocated by hours) will be allotted <br />for this project. Submittal of a project schedule is required as part of the Allocation <br />of Resources. <br />We value this opportunity to continue to work with City of Santa Ana. Your organization <br />will continue to benefit from our commitment to foster a long - lasting client relationship. <br />Our exceptional service and forward- thinking approach to product and service <br />innovation anticipates your organization's future needs. The City can expect us to <br />continue to leverage technology to serve and empower you with sophisticated and <br />efficient services. <br />A key benefit of retaining J.P. Morgan as the City's primary bank is that, as a current <br />client, no implementation will be required. As such, we have not included a project <br />schedule as part of our response. If the City chooses to implement any additional value - <br />added services, the same project management approach that was executed when <br />J.P. Morgan first won the initial bid will also be applied to any additional products or <br />services implemented. Please refer to section U., Additional and Other Services, for <br />detailed information on value -added services. <br />J.P. Morgan applies a project management approach and discipline when implementing <br />complex solutions to deliver your recommended solution swiftly and efficiently. For each <br />new project, a detailed project schedule will be provided as part of the existing project <br />methodology and an implementation project manager will be appointed as needed. They <br />would be your primary point of contact and will have end -to -end ownership and <br />accountability for your implementation. As a part of their overall responsibilities, a <br />project charter will be developed to outline the scope of the implementation request, and <br />a project plan will be created to manage the overall project within the bank on your <br />behalf. The project plan will clearly define the tasks, roles and responsibilities, time <br />frames and project status. <br />Our team follows a proven, structured project management discipline in the execution of <br />products and services, which includes five key phases: Initiation; Requirements and <br />Planning; Documentation and Service Setup; Testing; Go Live and Closure. Additionally, <br />every aspect of the implementation of any new products or services is closely <br />documented to confirm that all pertinent information is effectively transferred over to <br />the relevant service and support staff and to your dedicated client service professionals. <br />Page 15 JY 1V.Lorgan <br />55E -110 <br />