J.P. MORGAN CHASE BANK-2016 - Laserfiche WebLink

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3. Client References. The references obtained from current and past Bank's client cities. Please complete the Client Reference Form (Attachment 5) listing at least five (5) California public agency references that are most comparable to the City's size and financial needs, that we can contact to confirm customer satisfaction. Select both long- standing and recent customers. 4. Proposed Scope of Services and Time of Performance. Proposals must address all items set forth in Section III "Scope of Services and Time of Performance." S. Cost of Providing Services. The amount of the standard charges and the concession pricing structure proposed. Proposals must use the City's format set forth in Section V "Cost of Providing Services" to be considered in the selection process. The issuance of this RFP shall not be interpreted as, nor does it constitute, a representation by the City that any specific institution or institutions will be retained to perform any of the services described herein, and an institution shall not acquire any right or entitlement to be retained for such purpose by virtue of submitting a proposal in response to this RFP. The City is in no way obligated to pay the expenses of the proposing institution in connection with the preparation of submission of a proposal. The City reserves the right to issue additional RFP(s) for the performance of these services during the service period specified below. The City may select qualified institutions that submit proposals in response to this RFP and /or any subsequent RFP to perform all, or some, or any of the services required by the City. The City also reserves the option to cancel or modify this RFP and the selection process at any time. The City will administer the proposal process in accordance with the terms and dates outlined in this RFP; however, the award of any contract shall be contingent on the requisite staff and Council approvals. C. Selection Schedule. * (Note: This schedule is subject to change) Activity Estimated Date RFP Issue Date September 1, 2016 Deadline for Receipt of Written Questions September 14, 2016 @ 5:00 pm (PST) Mandatory Pre -Bid Conference (RSVP Required) September 15, 2016 (Time /Place TBD) RFP Addenda to be Issued Addressing Questions September 19, 2016 RFP Submissions Due October 14, 2016 - 5:00 pm (PST) Submitted Proposals Reviewed October 17 - October 31, 2016 Interviews / Demonstrations (optional - as required) November 1 - November 4, 2016 Evaluations, Selection / Negotiations Completed November 7, 2016 Council Approval December 6, 2016 Agreement Start January 1, 2017 City of Santa Ana - Banking Services Page 4