Item Coversheet

CITY OF HOUSTON - CITY COUNCIL

Meeting Date: 10/1/2024
ALL
Item Creation Date: 8/23/2024

T26570.A4 - Depository Banking Services (JPMorgan Chase Bank, N.A.) - ORDINANCE

Agenda Item#: 27.


 
                               
Summary:

ORDINANCE amending Ordinance to increase the maximum contract amount for contract between City of Houston and JPMORGAN CHASE BANK, N.A. for Depository Banking Services and Securities Safekeeping Custody Services for Various Departments - $68,000.00 - General and Enterprise Funds

Background:

P15-T26570.A4 – Approve an ordinance amending Ordinance No. 2018-547 (approved on July 17, 2019) to increase the maximum contract amount from $1,996,817.46 to $2,064,817.46 between the City of Houston and JPMorgan Chase Bank, N.A., for depository banking services for the Controller’s Office.

 

Specific Explanation:

The Houston City Controller (CTR) and the Chief Procurement Officer recommend that City Council approve an ordinance to increase the maximum contract amount from $1,996,817.46 to $2,064,817.46 between the City of Houston and JPMorgan Chase Bank, N.A., for depository banking services for the Controller’s Office.

 

The original contract was awarded on July 17, 2019, by Ordinance No. 2019-547 for a three-year term, with two one-year options to renew for a maximum contract amount of $1,597,543.97. On August 4, 2021, the original ordinance was amended by Ordinance No. 2021-659 to increase the maximum contract amount from $1,597,453.97 to $1,709,353.97. On June 22, 2022, an amending ordinance was approved by Ordinance No. 2022-486 to increase the maximum contract amount from $1,709,353.97 to $1,996,817.46. On May 29, 2024, an amending ordinance was approved by Ordinance No. 2024-388 to extend the contract term from July 1, 2024, to January 25, 2025. This amendment to increase the maximum contract amount by $68,000.00 will allow department continue services until a new contract is presented to City Council within the next few months. Expenditures as of September 6, 2024, total $379,516.15. All other terms and conditions of the original contract shall remain the same.

 

The original scope of work requires the contractor to provide cash management and safekeeping services for the City’s Investment System. The key objectives are to maintain approximately twenty-six (26) accounts for the City, as part of the City’s Cash Management System. Services include, but are not limited to, maintenance of the City’s Concentration account, transfer of City deposits, fund all City accounts daily from the City’s Concentration account, maintaining twenty-six (26) deposit accounts, and Accept Automated Clearing House (ACH) payment citywide.

 

M/WBE Participation:

The awarded MWBE goal for this contract for depository banking services is 11%. The Prime, JPMorgan Chase Bank, N.A., is achieving 0% participation towards the awarded goal. Since depository services are non-divisible, a goal waiver should have been assessed for this project. Consequently, the subcontractors listed on the MWBE participation plan have not been utilized for goal credit towards the 11% goal. The Prime has complied with OBO’s documentation requests for the MWSBE program. Additionally, a goal waiver has been approved by OBO for the renewal of this contract.

 

Fiscal Note:

Funding for this item is included in the FY25 Adopted Budget. Therefore, no Fiscal Note is required as stated in the Financial Policies.

 

 

 

___________________________                                                  ______________________

Jedediah Greenfield, Chief Procurement Officer           Department Approval Authority 

Finance/Strategic Procurement Division 

 

Estimated Spending Authority

Department

FY2025

Out-Years

Total

Controller's Office

$ 50,000.00

$0.00

$ 50,000.00

Houston Public Works 

$18,000.00

$0.00

$ 18,000.00

Total

 

 

$68,000.00


Prior Council Action:

Ordinance No. 2019-547, Passed July 17, 2019

Ordinance No. 2021-659, Passed August 4, 2021

Ordinance No. 2022-486, Passed June 22, 2022

Ordinance No. 2024-388, Passed May 29, 2024

Amount and Source of Funding:

$50,000.00 - General Fund (1000)

$18,000.00 - Water & Sewar System Operating Fund (8300)

$68,000.00 - Total

Contact Information:

      Vernon Lewis, Director/Deputy City CTR          CTR Dept. (832) 393-3518

Adeola Otukoya, Division Manager                   Finance/SPD (832) 393-8786

Candice Gambrell, Assistant Director               Finance/SPD (832) 393-9129

Jedediah Greenfield, Chief Procurement Officer Finance/SPD(832)393-9126

 
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