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24-837

SUBJECT: Approval of a Custodial Agreement with Principal Bank to Provide Institutional Securities Custody Services for a Three (3) Years, with Two Additional One (1) Year Terms for a Total up to Five (5) Years for an Annual Amount not to Exceed $15,000 REPORT IN BRIEF Considers approving a Custodial Agreement with Principal Bank to provide Institutional Securities Custody Services for a three (3) Year, with two additional (1) year terms for a total of up to 5 years in an amount not to exceed $15,000 annually. RECOMMENDATION City Council - Adopt a motion: A. Approving a Custodial Agreement with Principal Bank to provide Institutional Securities Custody Services for three (3) Years, with two additional (1) year terms, total up to 5 years terms for an amount not to exceed $15,000 annually; and, B. Authorizing the City Manager to execute the necessary documents.

Consent Item Passed Introduced August 20, 2024

What this record is

Held by
Principal Bank 2 records across this site
Amount
$15K
Runs until
no end date published in this record
Type
contract

Read automatically from the title of the official record. The source document below is authoritative.

Principal Bank also holds

Action on Amendments to Agreement with Principal Bank for Investment Portfolio Custody Services to the City Santa Clara, CA
Committee
City Council/Public Finance and Economic Development Authority/Parking Authority
Introduced
August 20, 2024
On agenda
September 3, 2024
Passed
September 3, 2024

Where it was heard

City Council/Public Finance and Economic Development Authority/Parking Authority Sep 3, 2024 approved Pass