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55E - RESO - AGMT - DEPOSITORY SRVS
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55E - RESO - AGMT - DEPOSITORY SRVS
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Last modified
12/1/2016 5:01:03 PM
Creation date
12/1/2016 4:49:35 PM
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Template:
City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
55E
Date
12/6/2016
Destruction Year
2021
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Each firm must include the following references: <br />1. Complete Client Reference Form (Attachment 5) listing five (5) client <br />references. <br />We have included 5 California Government Agencies as references as well as an <br />out of state reference. <br />Please refer to Attachment 5 for the completed Client Reference Form. <br />2. List similar services performed for all similar organizations /entities in the <br />last five years and when performed. Please include names of organizations, <br />and names and telephone numbers of persons who can be contacted with <br />regard to the services your Bank has provided. <br />As previously mentioned, J.P. Morgan's Government Banking teams currently <br />support more than 2,35o active State, County and Municipal customer <br />relationships in more than 28 states. Please refer to Attachment 5 for references <br />utilizing similar services. We are happy to provide additional references as <br />needed. <br />3. List all public agencies for which Agreements were terminated in the last <br />three years. Please include names of organizations, and names and telephone <br />numbers of persons who can be contacted. Bank must provide a brief <br />explanation of the reason(s) for termination(s). <br />J.P. Morgan does not share information regarding client exits. <br />Page 115 JT organ <br />55E -210 <br />
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