Group Assignment 3 (October, 2020) ________________________________________

Frits Seegers, President of Citibank California, was meeting with his management team to review the performance evaluation and bonus decisions for the California branch managers. James McGaran's performance evaluation was next. Frits felt uneasy about this one. McGaran was the manager of the most important branch in the Los Angeles area, and his financials were impressive. A year ago he would have received an "above par" rating with a full bonus. But last year, the California Division of Citibank had introduced a new performance scorecard to highlight the importance of a diverse set of measures in achieving the strategic goals of the division. Among the new measures introduced was a customer satisfaction indicator. Unfortunately, James McGaran had scored "below par" on customer satisfaction. Frits looked at Lisa Johnson, the area manager supervising James McGahan. Frits had read Lisa's comments. These comments were very positive, but Lisa had not wanted to give a final recommendation until she had discussed it with Frits. She knew that James' case would be watched closely by many managers within the division.

Required You are required to analyze the above case based on the content of Topic 10 Decentralization, Segment Reporting, and Transfer Pricing as the main background reading.

When you have completed the text of your case report, remember that presentation is also as important as content. At the very least you should prepare a cover page with the following information: The title of the report; your name; your course/module; and the date. Next, enclose the abstract of your report, on its own page, and also bearing the title of the report. Then include a contents page, followed by the main text of the report, and finally your references and bibliography as laid out below. The main text of the report should not be more than ten (10) written pages. In sum your case report should have the following, in this order:

Section Indicative Content 100 (Marks) Title Page: [Title; your name; your course; date] 2 Abstract/Executive Summary: [Title; abstract/executive summary] 5 Contents Contents page provides a listing all the main headings and their location in the report 2 Main Text: The text of your report: o Description 10 o Analysis/Diagnosis 20 o Options/Alternatives 20 o Prescription/Recommendation 15 o Action 20 References and Bibliography A complete listing of all the texts and resources used to prepare your report. 2 Appendices Appendices should include a copy of the source Statement of Income, Statement of Financial Position, and Cash Flow Statement (only). 2