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Purchase Order Banker in United States Miami –Free Word Template Download with AI

Formal Procurement Document — Financial Services & Banking Solutions

PO No. MIA-2025-04871

United States — Miami, FL

Purchaser (Buyer)

Company: Atlantic Meridian Holdings, LLC

Address: 301 Biscayne Boulevard, Suite 2200, Miami, FL 33132, United States

Contact: Daniel R. Whitfield, Procurement Director

Phone: (305) 555-0147

Email: [email protected]

Tax ID (EIN): 82-4471903

Supplier (Seller)

Company: Banker Financial Solutions Group, Inc.

Address: 1000 Brickell Avenue, Floor 34, Miami, FL 33131, United States

Contact: Margaret L. Chen, Account Executive

Phone: (305) 555-0892

Email: [email protected]

Tax ID (EIN): 59-2283417

Order Details

PO Date: June 12, 2025

Delivery Date: July 15, 2025

Payment Terms: Net 30 Days

Currency: USD (United States Dollar)

Shipping Method: On-site Installation & Deployment

Governing Law: State of Florida, United States

Line Items — Banker Financial Services & Products

# Description of Goods / Services SKU / Ref Qty Unit Price (USD) Total (USD) Delivery
1 Banker Enterprise Core Banking Platform — Annual License (Miami Regional Deployment) BNK-ECB-2025 1 $185,000.00 $185,000.00 Jul 15, 2025
2 Banker Treasury Management Suite — Multi-Currency Module (USD, EUR, MXN) BNK-TMS-MC 1 $92,500.00 $92,500.00 Jul 15, 2025
3 Banker Compliance & AML Monitoring System — FINRA/SEC Regulated (Miami Office) BNK-CAM-FL 1 $67,800.00 $67,800.00 Jul 22, 2025
4 Banker Secure Payment Gateway — PCI-DSS Level 1 Certified (50,000 txn/month) BNK-SPG-L1 1 $45,200.00 $45,200.00 Jul 22, 2025
5 On-site Installation, Configuration & Staff Training (Miami, FL — 5-day engagement) BNK-INST-05 5 $4,200.00 $21,000.00 Jul 22, 2025
6 Banker Dedicated Account Manager — Quarterly On-site Visits (Miami, United States) BNK-DAM-Q 4 $3,500.00 $14,000.00 Ongoing
7 24/7 Priority Technical Support — Banker Service Desk (Miami Time Zone, EST) BNK-SUP-24 12 $2,800.00 $33,600.00 Ongoing
Subtotal $459,100.00
Florida State Sales Tax (7.0%) $32,137.00
Miami-Dade County Surcharge (0.5%) $2,295.50
Shipping & Handling $0.00
Grand Total (USD) $493,532.50

Terms & Conditions

  1. This Purchase Order is issued by Atlantic Meridian Holdings, LLC, a corporation registered in the State of Florida, United States, and is directed to Banker Financial Solutions Group, Inc., a licensed financial technology provider headquartered in Miami, Florida, United States.
  2. All goods and services referenced in this Purchase Order shall be delivered, installed, and made operational at the purchaser's premises located in Miami, Florida, United States, no later than the delivery dates specified in the line items above.
  3. Banker Financial Solutions Group, Inc. warrants that all software licenses, banking modules, and compliance tools provided under this Purchase Order are free from defects, fully licensed, and compliant with all applicable United States federal regulations, including but not limited to those enforced by the Federal Reserve, the SEC, FINRA, and the Florida Office of Financial Regulation.
  4. Payment shall be made within thirty (30) calendar days of receipt of a valid invoice from Banker Financial Solutions Group, Inc. Payment shall be processed via wire transfer to the bank account designated by the supplier in Miami, United States. Late payments shall accrue interest at a rate of 1.5% per month.
  5. Banker Financial Solutions Group, Inc. shall provide a minimum of twelve (12) months of warranty coverage on all hardware components and software licenses. Any defects discovered during the warranty period shall be remedied at no additional cost to the purchaser.
  6. This Purchase Order is governed by and shall be construed in accordance with the laws of the State of Florida, United States. Any disputes arising hereunder shall be resolved through binding arbitration in Miami-Dade County, Florida, in accordance with the rules of the American Arbitration Association.
  7. Neither party shall be liable for delays or failures in performance caused by acts of God, natural disasters (including hurricanes affecting the Miami, Florida region), government actions, or other events beyond the reasonable control of the affected party.
  8. All intellectual property rights associated with the Banker financial platforms, proprietary algorithms, and banking solutions remain the exclusive property of Banker Financial Solutions Group, Inc. The purchaser is granted a non-transferable, non-exclusive license to use the products solely for internal business operations in Miami, United States.
  9. This Purchase Order constitutes the entire agreement between the parties regarding the subject matter herein and supersedes all prior negotiations, representations, or agreements, whether written or oral. No modification shall be valid unless made in writing and signed by authorized representatives of both parties.
  10. Banker Financial Solutions Group, Inc. shall maintain adequate professional liability and cyber insurance coverage throughout the term of this Purchase Order and shall provide certificates of insurance upon request.

Authorized by — Purchaser

Daniel R. Whitfield
Procurement Director
Atlantic Meridian Holdings, LLC
Miami, FL — United States
Date: _______________

Accepted by — Supplier

Margaret L. Chen
Account Executive
Banker Financial Solutions Group, Inc.
Miami, FL — United States
Date: _______________

Purchase Order No. MIA-2025-04871 — Issued in Miami, Florida, United States

Banker Financial Solutions Group, Inc. | 1000 Brickell Avenue, Floor 34, Miami, FL 33131 | (305) 555-0892

This document is a controlled procurement record. Unauthorized reproduction or distribution is prohibited under United States federal and Florida state law.

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