48-Sign-In Sheet - Pre-Proposal Meeting - GEN2131264P1.pdf
PDF 80 KB Posted
- Attached to
- Master Banking Services
- Solicitation number
- GEN2131264P1
- Issued by
- Broward County, Florida
About this file
This is a Pre-Proposal Meeting Sign-In Sheet for Broward County, Florida's Finance and Administrative Services Department related to Master Banking Services solicitation GEN2131264P1, held on September 9, 2026. The County is seeking qualified vendors to provide one or multiple banking services across five groups: Lockbox Services, Merchant Card Services, Purchasing Card Services, Third-Party Custodian/Safekeeping Services, and Treasury Services. Vendors may submit proposals for individual banking services or multiple services, with separate responses required for each service being proposed. The County reserves the right to award each banking service to a single vendor or multiple vendors. Vendors must perform all work directly without subcontracting or outsourcing the respective banking services proposed. The pre-proposal meeting was attended by 42 participants representing 18 vendor organizations and multiple Broward County departments, including the Purchasing Division and Finance and Administrative Services Department.
Attendees included representatives from major banking and financial services providers such as JP Morgan Chase, Wells Fargo Bank, Deluxe Corporation, UMB Bank, TD Bank, Huntington National Bank, Fiserv, Grant Street Group, and Finix. The solicitation requires vendors to meet specific license and certification requirements, complete the Enterprise Technology Services Vendor Security Questionnaire, and comply with Payment Card Industry Data Security Standard requirements. Broward County is offering procurement preferences for Small Business Enterprises and County Business Enterprises under its Office of Economic and Small Business Development. All requested documentation, including optional items, is encouraged at time of submittal to enable timely and comprehensive evaluation by the County.
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Text version
Name of Attendee:
Name of Vendor (County staff: list your department here):
Attendee's Phone Number: Attendee's Email:
Are you a lobbyist?
Name of client you are representing:
Select all that apply:
Angelines Stephens Bank United N/A N/A N/A Prime Contractor;
Paul Frazier Deluxe (402) 218-0091 paul.frazier@deluxe.com No Prime Contractor;
Nicole Bergeron Deluxe 207-513-3422 nicole.bergeron@deluxe.com No Prime Contractor;
Jason Bergeron Deluxe 914-830-5676 jason.bergeron@deluxe.com No Prime Contractor;
Heather Burkhart Deluxe 7344974196 heather.burkhart@deluxe.com No Prime Contractor;
Tina Schurko Deluxe N/A N/A N/A Prime Contractor;
Lauren Jahnke Deluxe Corporation 6127020345 lauren.jahnke@deluxe.com No Prime Contractor;
Jack Grubin Deluxe Merchant Services 7708437481 Jack.Grubin@deluxe.com No Prime Contractor;
Evan Zacharia FASD 9543577133 ezacharia@broward.org No Broward County Staff or Consultant Representing Broward County ;
Stephen Farmer FASD N/A N/A No Broward County Staff or Consultant Representing Broward County ;
Ludmilla Courteau FASD 954-357-5626 lcourteau@broward.org No Broward County Staff or Consultant Representing Broward County ;
Gregory Krohner FASD 954-357-7201 gkrohner@broward.org No Broward County Staff or Consultant Representing Broward County ;
Sean Kelly Finix (415) 529-4056 sean.kelly@finix.com No Prime Contractor;
Kevin Sullivan Fiserv 773 633 4849 kevin.sullivan@fiserv.com No Subcontractor/Subconsultant;
Casey Woodford Grant Street Group 4123915555 casey.woodford@grantstreet.com No Prime Contractor;
Susanne Morgan Grant Street Group, LLC (980) 297-0949 rfps@grantstreet.com No Prime Contractor;
Pam Klingler Huntington National Bank 419-429-4620 pamela.klingler@huntington.com No Prime Contractor;
Ashley Postell Huntington National Bank N/A N/A No Prime Contractor;
Johnathan Soliman JP Morgan Chase N/A N/A No Prime Contractor;
Linda Neverson JP Morgan Chase N/A N/A No Prime Contractor;
John McAuley JP Morgan Chase N/A N/A No Prime Contractor;
Tyler Hardin JP Morgan Chase N/A N/A No Prime Contractor;
Dennis Lin JP Morgan Chase N/A N/A No Prime Contractor;
Amy Reidy JP Morgan Chase N/A N/A No Prime Contractor;
Simone Peart Purchasing Division 954-357-8001 speart@broward.org No Broward County Staff or Consultant Representing Broward County ;
Latoya Clark-Forbes Purchasing Division 954-357-6009 lclarkforbes@broward.org No Broward County Staff or Consultant Representing Broward County ;
Dazarene Lescott Purchasing Division 954-357-5859 dlescott@broward.org No Broward County Staff or Consultant Representing Broward County ;
Nicola Palmer Purchasing Division 954-357-6549 nicpalmer@broward.org No Broward County Staff or Consultant Representing Broward County ;
Lance Alysworth TD Bank U.S. N/A N/A No Prime Contractor;
Marc Garcia TD Bank U.S. N/A N/A No Prime Contractor;
David Marlow TD Bank U.S. N/A N/A No Prime Contractor;
Grant McAnulty TD Bank U.S. N/A N/A No Prime Contractor;
Debra Klotz TD Bank U.S. N/A N/A No Prime Contractor;
John Weasler UMB Bank 816-860-3618 john.weasler@umb.com No Prime Contractor;
Stephanie Ferri Wells Fargo 4074083375 Stephanie.ferri@wellsfargo.com No Prime Contractor;
Jackie Kobialko Wells Fargo Bank, N.A. 954-654-1645 jacqueline.kobialko@wellsfargo.com No Prime Contractor;
Stephen Lenehan Wells Fargo Bank, N.A. 954-541-0921 stephen.lenehan@wellsfargo.com Yes Wells Fargo Bank, N.A. Prime Contractor;
Ilonka Weida Wells Fargo Bank, N.A. N/A Ilonka.N.Weida@wellsfargo.com No Prime Contractor;
Casey Woodford N/A N/A N/A No Prime Contractor;
Pre-Proposal Meeting Sign-In Sheet RFP No. GEN2131264P1, Master Banking Services
Wednesday, September 9, 2026
11:00 AM (EST)
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