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2009-18CONTRACT FOR BANKING SERVICES BETWEEN THE CITY OF CLERMONT AND FIFTH THIRD BANK, CENTRAL FLORIDA This agreement is entered into between Fifth Third Bank, Central Florida, hereinafter called "Bank", and the City of Clermont, hereinafter called "City" and sets forth the terms and conditions pursuant to which Bank will provide to the City the banking services as set forth in the Bank's response to the City's Banking Services RFP dated January 31, 2009. 1. Bank will honor the terms of this contract for three (3) years beginning on October 1, 2009, subject to annual compliance and service evaluations for continuance into ensuing years. The parties further agree that upon mutual consent the contract may be extended for two (2) additional years. 2. The City will have the option to either a) maximize non-interest bearing balances to receive Earnings Credit that mitigates all banking charges and earn interest on excess balances, or b) earn interest on all balances and pay banking charges directly from the City's accounts. Banking charges will be billed quarterly and based on the volume of services utilized in accordance with the Pricing Statement attached to this agreement. Any additional services added will increase the quarterly bill by that services' monthly fee as agreed upon by the Bank and City at the time of implementation. If option b) above is chosen, then the Bank will automatically debit the City's account for service charges. In addition, the Bank agrees to provide the City aone-time credit of $5,000 toward banking charges. 3. On non-interest bearing balances, the City will receive a minimum earnings credit rate of fifty-five (55) basis points. On interest bearing balances, the City will receive an interest rate equal to the One-Month LIBOR Rate plus thirty-five (35) basis points paid as an Annual Percentage Yield (APY). 4. Any modifications to this agreement shall be delivered by hand or sent by First Class U.S. Mail, postage prepaid, to the respective parties as follows: Fifth Third Bank, Central Florida City of Clermont Attn: Public Funds Attn: City Manager 200 E Robinson Street 685 W Montrose Street Orlando, FL 32801 Clermont, FL 34711 10-1-09 5. The Bank's responsibility is limited to the exercise of due care and diligence in acting pursuant to the Agreement. The Bank shall not be liable for losses caused directly or indirectly by acts of God, governmental restrictions, war, nuclear events, strike, interruptions in transportation, communications, or data processing services, change of law or any other circumstances beyond the reasonable control of the Bank. The Bank may at all times rely upon and act in accordance with any instructions or inquires which it may receive pertaining to this Agreement and the Services and which the Bank in good faith believes to be genuine and authorized by the customer. 6. Any controversy arising out of or relating to transactions with or for the City, or to this Agreement and whether executed or to be executed within or outside the United States and which cannot be settled between the parties by good faith negotiations, shall first be submitted to mediation. Mediation shall be conducted at the nearest office of the mediation organization that is mutually agreeable to the parties. Any party may initiate mediation serving or mailing a written notice to the other party. In the event that mediation is not successful, the parties agree that either part may pursue its available legal remedies. Any such claims or causes of action shall be maintained in Lake County, Florida or in the Middle District of the United States District Court. 7. This Agreement and its enforcement shall be governed by the laws of the State of Florida. This Agreement shall inure to the benefit to the Bank and its successors (whether by merger, consolidation or otherwise) and assigns, and shall be binding upon the City and its heirs, executors, administrators, guardians, successors and assigns, subject to written authorization and acceptance by the City. Bank may assign its rights and obligations under this Agreement at any time after reasonable written notice and acceptance by the City. 8. If any provision or condition of this Agreement shall be held to be invalid or unenforceable by any court, regulator or self-regulatory agency or body, such invalidity or unenforceability shall apply only to that provision or condition. The validity of the remaining provisions shall not be affected, and this Agreement shall be carried out as if any such invalid or unenforceable provision or condition were not contained herein. 9. Either party may terminate this Agreement and all subsequent obligations with respect to such services upon one-hundred twenty (120) days prior written notice to the other party. No such termination shall affect any obligations previously incurred by either party under this Agreement. 10. Federal Deposit Insurance Corporation premiums will be the responsibility of the Bank and the City cannot be liable for any increases assessed by the FDIC to the Bank for elective participation in the FDIC insurance programs. 10-1-09 Executed this ~ day of '1'2009. Fifth Third Bank, Central Florida By: becca E. Reynolds ice President City of Clermo Witnesses B• Name: ~Qf'D ~~ S. ~u~V I LIPS Title: N,1Q y 0 ~ Witnesses f~~~Q ,D E~~, ~rac~ ~C' Kc--~~cc~ C~ec 1~ 10-1-09 City of Clermont ,.. Banking Services Pricing Statement ~,~~R~~~ October 1, 2009 Unit Service Description Price General Services FDIC Expense per $1,000 $0.0000 Account Maintenance -Monthly $5.0000 Deposits Credited $0.2000 Items Paid -Not enclosed $0.0550 Items Deposited $0.0550 Debits Posted-Electronic $0.0550 Credits Posted-Electronic $0.0550 Zero Balance Services ZBA Master Account $15.0000 ZBA Sub Account $10.0000 Returns Returned Deposited Items (charged back) $1.5000 Return Image Viewed $0.0000 Returns Management Module $20.0000 Cash Vault Currency/Coin Dep/$1000-Branch $0.5000 Branch Deposit $0.5000 Branch Deposit Corrections $6.0000 Coin Supplied/Roll-Bkg Ctr $0.0900 Disposable Bags $0.0000 Change Order Bkg Ctr $2.0000 Currency Supp/$100-Std-Bkng Ctr $0.0500 Check Sort Services Check Sort Base Rate $15.0000 Check Sort Items $0.0250 Positive Pay Positive Pay Maintenance Per account $25.0000 Full Positive Pay Item $0.0250 Pay Item Return Other Fraud $0.0350 Full Recon Input Item Trans $0.0000 Full Recon Output File Trans $0.0000 Paid Item No Issue $1.0000 Payee Line Verification, per item $0.0150 City of Clermont Banking Services Pricing Statement ~.r,a,~~,~ October 1, 2009 Unit Service Description Price General Services ACH ACH Optional Reports-Electronic $15.0000 ACH Origination -Credits $0.0550 ACH Monthly Maintenance $30.0000 ACH Files Processed $0.0000 ACH Origination -Debits $0.0550 Return Items $3.0000 Corporate Credits $0.0550 ACH Credits Received $0.0550 ACH Debits Received $0.0550 ACH Return Item $1.5000 ACH Notification of Change (NOC) $0.0000 ACH Fraud Control ACH Transaction Control, per account $10.0000 ACH Per exception reported $0.0025 Wire Transfer Services W/T Internal Rep/Semi Oper Asst (see online) $0.0000 Incoming Wire -Standard $6.0000 Incoming Wire -Non Standard $6.0000 Wire Transfer Advice (online) $1.0000 Wire Template Storage $0.0000 Outgoing Wire -Domestic (online) $8.0000 Online Account Services Image Retrieval $0.0000 Online Previous Day Maint, per account $0.0000 Online Current Day Maint $0.0000 Online Per Account Fee (Previous Day) $0.0000 Online Per Account Fee (Current Day) $0.0000 Online Current Day Std Item $0.0000 Online Previous Day Ext Item $0.0000 Online Stop Payment Base per account $0.0000 Online Stop Payment, per stop issued $10.0000 Book Transfers $0.0000 International Services Items Deposited $0.0000 Electronic Check Deposit Manager Monthly Maintenance $25.0000 Items transmitted prior to 4:00 pm local time $0.0500 Items transmitted past 4:00 pm local time $0.0650 Duplicate Item Deletion $0.5000 Electronic Check Deposit, per $0.7000 MICR Reject Repair $0.2200 Monthly Scanner Rental $0.0000 City of Clermont Banking Services Pricing Statement ~~~~~ October 1, 2009 Unit Service Description Price General Services Check and Deposit Imaging Deposit Imaging Monthly Maintenance $10.0000 Check Imaging Monthly Maintenance $10.0000 Per item $0.0100 Per CD $5.0000 ACH Positive Pay ACH Positive Pay Monthly Maintenance $0.0000 ACH Positive Pay, Per item Paid $0.0500