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AI- 13673
17.K.3.
CC REGULAR
Meeting Date:
02/03/2009
Submitted For:
Marty Salazar
Submitted By:
Ramon Vela, PURCHASING DEPT.
Department:
PURCHASING DEPT.

Information

CAPTION

Presentation for discussion, consideration, action and/or approvals in connection with: Bank Depository and/or Remittance-Processing (Lockbox) Agreement including but not limited to, the following: 

A.  Response received from First National Bank regarding County request to renegotiate current agreement for an additional two (2) year term;
     1.  negotiation team report and recommendation; if necessary;
     2.  approval of renewal contract with current depository;  or , in the alternative;

B.  Authority  to advertise Bank Depository and/or Remittance Processing (Lockbox) and/or Other Agreements (i.e. Trust Account Services) pursuant to Texas Local Government Code, Chapter116: Depositories for County Public Funds" with proposed publication dates of:
     1.  2-07-09, 2-14-09 & 2-21-09 with application acceptance date on CC meeting/agenda of 3-03-09; or
     2.  2-14-09, 2-21-09 & 2-28-09 with application acceptance date on CC meeting/agenda of 3-10-09;

C.  Appointment or designation of "evaluation Committee" to score, grade and evaluate applications:
     1. same as "negotiation team" members; or,
     2. others

BACKGROUND


A.  Status report on Option available to Counties under Texas Local Government Code 116-Depository and Sub depository Contracts more specifically contracting terms detailed in Chapter 116-Depository and Sub depository Contracts more specifically contracting terms detailed in Chapter 116.021 (a) (b) (c);
   1.  Renegotiated current agreement for and additional 2 year term;

B.  Authority to Advertise Bank Depository and/or Remittance-Processing (Lock-box) Agreement pursuant to Texas Local Government Code. Chapter 116 (Vernon 1988 and Supp. 1999)' "Depositories for County Public Funds" (copies of Chapter 116 and proposed ad copy attached hereto);

C.  Approval of the proposed advertising dates for Bank Depository and/or Remittance-Processing (Lock- box) Agreement Specification Packets subject to legal review and therefore the publication dates proposed are:
     1. February 7th, 14th. and 21st. with acceptance date for bank applications/proposals/bids at CC meeting of 3-3-09 pursuant to 116

D.  Appointment or designation of "Evaluation Committee" to score and evaluated Bank Depository & Remittance-Processing (lock- box) Bank Applications filed with the Court;
Notes:  1.  Historically Hidalgo County Investment Committee (comprised of the County 
                 Treasurer, County Auditor and County Judge) including Purchasing Dept. and 
                 County Tax Assessor as consultant to Evaluation Committee;
             2.  In recent past County Judged has chosen not participate in Evaluation 
                  Committee in as much as a member of Commissioner Court which will 
                  select and award;

Evaluation Committee Members:

             1.    __________________________________

             2.    __________________________________

             3.    __________________________________

             4.    __________________________________

             5.    __________________________________


Fiscal Impact

FISCAL YEAR:
2009
ACCT. #:
9-1100-415-18-160-001-0-540
FUNDS AVAILABLE Y/N?:
y
MATCHING FUNDS Y/N?:

BUDGETARY IMPACT:

Attachments

Form Review

Inbox Reviewed By Date
Purchasing / Internal msalazar 01/29/2009 03:46 PM
Budget and Management Veronica Lopez 01/29/2009 04:24 PM
Auditor's Office 01/30/2009 05:06 PM
Form Started By:
rvela
Started On:
01/28/2009 03:29 PM
Final Approval Date:
01/30/2009