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HomeMy WebLinkAbout1993-176b \depos,to NOTE THIS ORDINANCE HAS BEEN AMENDED BY ORDINANCE 99-117, A COPY OF WHICH IS ATTACHED NOTE ATTACHED BID BACKUP IS NOT IN ORDINANCE BOOK NO 3 - 6 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF DENTON DESIGNATING DEPOSITORIES FOR CITY FUNDS FOR A TERM BEGINNING OCTOBER 1, 1993 AND ENDING SEPTEMBER 30, 1995 WHEREAS, the City of Denton has notified all the banking in- stitutions within the City of its intent to receive bid applica- tions for the custody of city funds for a term beginning on October 1, 1993, and ending on September 30, 1995, and WHEREAS, the City of Denton has received bid proposals from banking institutions desiring to be designated as the prime de- pository for both operations and payroll accounts and standard banking services as requested in the proposal, and WHEREAS, after such opening the City Council found, on the basis of the bid proposals, that First State Bank of Denton, Texas has submitted the proposal offering the most favorable terms and conditions to the City for the handling of such funds, and WHEREAS, the City of Denton desires to maintain banking re- lations with the following institutions and to name those insti- tutions as additional depositories for the City of Denton Bank One, Denton Bank One, Dallas NCNB, Fort Worth NCNB, Dallas North Texas Savings, Denton Ameritrust, Dallas, NOW, THEREFORE, THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS SEQTION I That First State Bank of Denton, Texas is hereby selected and designated as the primary depository for operations and payroll accounts and banking services beginning October 1, 1993, and ending September 30, 1995 SECTION II That the proposal of said institution having its office and place of business in the City of Denton, Texas, shall be attached hereto and made a part hereof, and the same is hereby in all things accepted SECTION III That Bank One, Denton, Bank One, Dallas, NCNB, Fort Worth, NCNB, Dallas, North Texas Savings, Denton, Ameritrust, Dallas are hereby designated as depositories for the City of Denton, in accordance with the terms of the proposals submitted and accepted, copies of which are attached hereto and made a part hereof 1 ION IV That the following officials, Lloyd V Harrell, City Manager, Rick Svehla, Deputy City Manager, John F McGrane, Executive Director of Finance, Kathy Dubose, Director of Accounting and Budgeting, and Harlan Jefferson, Director of Treasury Operations, are hereby authorized to transact business with the above listed institutions regarding daily banking transactions or investments for the City of Denton SEc 0 V That this ordinance shall be effective immediately from and after its passage and approval by the City Council of the City of Denton PASSED AND APPROVED this the 'gl day of M 1993 CASTLEBERRY, ATTEST JENNIFIR WALTERS, CITY SECRETARY BY APPROVED AS TO LEGAL FORM DEBRA DRAYOVITCH, CITY ATTORNEY BY /l1/f C c Page 2 E \WPDOCS\ORD\DEPOSIT PLE NO AN ORDINANCE AMENDING ORDINANCE NO 93-176 RELATING TO THE DESIG- NATING OF DEPOSITORIES FOR CITY FUNDS TO PROVIDE FOR THE EXECUTION OF DEPOSITORY PLEDGE AGREEMENTS BETWEEN THE CITY AND SUCH DEPOSITO- RIES, AND PROVIDING FOR AN EFFECTIVE DATE WHEREAS, the City's independent auditing firm has recommended that depositories for City funds execute pledge agreements with the City that clearly delineate collateral responsibilities, levels and safekeeping duties of depositories, and WHEREAS, the failure of the depositories and the City to exe- cute depository pledge agreements could result in the loss of col- lateral if a depository were to go into bankruptcy based on the court decision in North Arkansas Medical Center v Barrett, 962 F 2d 780 (Eighth Circuit, 1992), NOW, THEREFORE, THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS SECTION I. That Ordinance No 93-176 relating to the designating of depositories for City funds is amended to provide that the City and its depositories (where the possibility exists that at any point in time funds of the City in excess of $100,000 may be on deposit) shall execute Depository Pledge Agreements in a form substantially the same as the pledge agreement between the City, First State Bank and Nations Bank, attached hereto and made a part hereof for all purposes The terms of such pledge agreement may be modified only if the City Manager and City Attorney agree with the revised text SECTION II. That the Council hereby authorizes the City Manager to execute such agreements on behalf of the City of Denton ;ISECTION III. That this ordinance shall be effective immedi- ately from and after its passage and approval by the City Council of the City of Denton PASSED AND APPROVED this the day of , 1994 ATTEST JENNIFER WALTERS, CITY SECRETARY BY APPROVED AS TO LEGAL FORM DEBRA A DRAYOVITCH, CITY ATTORNEY BY A G%C0� � -�C ` 4 /) PAGE 2 DEPOSITORY PLEDGE AGREEMENT Whereas, City of Denton (hereinafter called Depositor') has selected FIRST STATE BANK OF TEXAS, a bank chartered by the State of Texas, (hereinafter called the 'Bank"), as a depository for certain of its funds in demand deposits and/or interest bearing time deposits entitled as follows Account Name(s) Employee Claims Account Operating Account Utility Sinking Fund Payroll Account Rehabilitation Commission Transportation Grant CDBG Commercial Development Block Grant Control Concentration City of Denton Cloride Branch Security Account Industrial Development Authority Denton Retirement & Nursing Center Finance Authority Account Type of Account Number Public Funds Checking 00 10090 Public Funds Checking 00 1016 5 Public Funds Checking 00 1017 3 Public Funds Checking 00 1077 7 Public Funds Checking 00 1363 1 Public Funds Checking 00-3104 7 Public Funds Checking 01-3184 7 Public Funds NOW Checking 00 1395 3 Public Funds NOW Checking 00 1408-4 Public Funds Money Market 50 0018 7 Public Funds Money Market 51 0571 3 Public Funds Checking 00-1249 2 Public Funds Checking 01 09397 and such additional accounts as Depositor may from time to time designate and the Bank desires to be the depository of such funds, and WHEREAS, any and all cash balances in any funds deposited with the Bank must be continuously secured by a valid pledge to Depositor of certain securities (being herein called the "Approved Securities") Approved Securities shall mean all securities which under the laws of the State of Texas can be used to secure the deposits of Depositor The aggregate market value of the Approved Securities shall at all times be, exclusive of accrued interest, equal to or in excess of the total funds of Depositor on deposit with the Bank, to the extent that said funds are not insured by the Federal Deposit Insurance Corporation NOW, THEREFORE, for value received and in consideration of the mutual promises and covenants herein contained, Depositor and the Bank agree as follows Page 1 1 Depositor deposits shall be secured and Bank hereby grants a security interest to Depositor in all Approved Securities held in safekeeping at Nations Bank, Texas, (the "Safekeeping Institution") Except as provided in paragraph 6 of such Approved Securities shall be subject only to the joint instructions of both (a) authorized individuals appointed by Depositor, and (b) specifically authorized officers of the Bank The Depositor shall provide to the Bank written notice and specimen signatures of authorized representatives of Depositor on Addendum A of this document for the purposes hereof, and thereafter written notice of the removal from or addition to the existing names of such authorized representatives The Bank shall provide to the Board of Directors of Depositor or its authorized representatives written notice and specimen signatures of authorized officers of the Bank on Addendum B of this document for the purposes hereof, and thereafter written notice of addition to or removal from the existing list of names of such officers 2 The Bank may make additions to or substitutions of Approved Securities from time to time and may withdraw excess Approved Securities, with the amount and character of the new and/or remaining securities to be subject to the approval of Depositor If the Approved Securities, so proposed for substitution are of the kind, character, amount, and value required by law, such substitution shall be permitted If approved, the substituted Approved Securities shall thereafter be subject to all the terms and conditions of this Pledge Agreement as fully as if originally incorporated herein 3 Contemporaneously with the execution of this agreement and at the time of the substitution or release of any of the Approved Securities, the Bank shall execute and deliver to Depositor a Memorandum describing the Approved Securities deposited to or withdrawn from the securities held pursuant to this Agreement 4 The Bank shall not be obligated to accept interest bearing time deposits of Depositor in excess of $20,000,000 (twenty million dollars), but may choose to accept such deposits at its discretion 5 The Bank shall faithfully do and perform all of the duties and obligations required by the laws of the State of Texas for depositories of Depositor, and shall upon presentation pay all checks drawn on it by the duly authorized representatives of Depositor against collected funds of Depositor on demand deposit, and shall at the expiration of the term for which it has been chosen as depository of Depositor turn over to its successor all funds, property and things of value coming into its hands as depository 6 Upon default of any of the Bank s obligations hereunder or upon insolvency of the Bank or upon the appointment of a receiver of the Bank and at any time thereafter, Depositor may sell at public or private sale the Approved Securities or any part thereof and apply the proceeds of such sale to the satisfaction of any indebtedness caused by virtue of said default This right is in addition to other remedies which Depositor may have under this agreement and without prejudice to its rights to maintain any suit in any court for redress of injuries sustained by the Depositor under this Agreement Page 2 7 The Safekeeping Institution named herein hereby agrees to hold all Approved Securities deposited with it pursuant to the terms of this Agreement and to deliver them In accordance with the terms hereof Additionally, Safekeeping Institution agrees to serve as collateral agent for Depositor to the extent necessary to allow Depositor to perfect Its security interest granted herein In the Approved Secure ties 8 This agreement may be terminated by either the Bank, Depositor or the Safekeeping Institution by giving thirty (30) days prior written notice to the other parties 9 All applicable provisions and requirements of the laws of the State of Texas governing depositories for Depositor sh�all/be a part of this Agreement WITNESS the execution hereof this a ' day of 1� 1994 ATTEST DEPOSITOR 3.5 ATTEST ATTEST BY >� /,/ NAME A, t o�Dl MTV nc ncklI nm bA IV R FIRST STATE BANK OF TEXAS A Bank Chartered by the State of Texas &�� BY � ' -- NAME William E Bonds TITLE Executive vice President/CFO SAFEKEEPING INSTITUTION Nations Bank, Texas A Bank Charted by the State of Texas r BY NAME TITLE ` Page 3 ADDENDUM A The following designated individuals are authorized representatives empowered to direct FIRST STATE BANK OF TEXAS, a bank chartered by the State of Texas (the Bank') and NATIONS BANK, TEXAS, (the "Safekeeping Institution ) selected under Item 1 of the Depository Pledge Agreement in regard to collateral pledges, releases and substitutions in the joint safekeeping account Such pledges, releases and substitutions shall follow procedures set forth in the Depository Pledge Agreement Authorized Officers Sianature Name and Title Lloyd V Harrell City Manager Rick Svehla Deputy City Manager Kathy DuBose, Acting Executive Director of Finance Harlan L Jefferson, Director Treasury Operations Page 4 ADDENDUM B FIRST STATE BANK OF TEXAS, a bank chartered by the State of Texas (the Bank ) has designated the following officers as specifically authorized to instruct City of Denton (the "Depositor") and NATIONS BANK, TEXAS (the Safekeeping Institution') selected under Item 1 of the Depository Pledge Agreement in regard to collateral pledges, releases and substitutions in the joint safekeeping account Such pledges releases and substitutions shall follow procedures set forth in the Depository Pledge Agreement Authorized Officer's2Si nature Name and Title William E Bonds, Exec VP/CFO/Cashier Deborah Darley, VP & Controller Greg Lytle, Accounting Supervisor Page 5 CERTIFICATE OF SECRETARY OF THE BOARD OF DIRECTORS OF FIRST STATE BANK OF TEXAS A BANK CHARTERED BY THE STATE OF TEXAS The undersigned, being the duly appointed Secretary of the Board of Directors (the "Board") of FIRST STATE BANK OF TEXAS a bank chartered by the State of Texas (the "Bank"), hereby certifies that (1) On LE , 1994, the Board approved the pledge of collateral as require y the depository contract with the City of Denton (the City") to secure the Bank s obligations with respect to deposits maintained at the Bank by the City (2) The minutes of the Board meeting held on 1 3 1994 will be maintained as part of the permanent records of the Bank Date I '/ BY NAME TITLE Secretary Page 6 BANK ONE, TEXAS, NA BID 1534 REQUEST FOR APPLICATION FOR BANK DEPOSITORY SERVICES CITY OF DENTON, TEXAS DULY 1993 BID OPENING DATE AUGUST 19, 1993 TABLE OF CONTENTS PAGE I Introduction 1 II Calendar of Events 2 III Criteria for Evaluation 2 IV Bank Questionnaire 3 V Account Descriptions 3 A General 3 B Services and Fees 6 C Other Services 7 D Payment for Services 7 E Collected Funds Definition 7 F Super NOW Rates 7 VI Collateral Requirements 7 A Securities Pledged 7 B Reporting Requirements 8 C Safekeeping Requirements 8 D Collateral Substitutions 8 E Maximum Amount Offered 8 F City to Handle Investments 9 G Safekeeping/Wire Services 9 H Interest Rates Paid - Certificates of Deposit 9 1 Interest Rate Calculations 9 VII Overdrafts 9 A Definition 9 B Terms 9 VIII Other Stipulations 10 A Regulation Notices 10 B Wire Transfers 10 C Account Balances 30 D Bank Statements 10 E Right to Audit Records 10 F Financial Reports 10 G Term of the Agreement 10 H Investment Extension Period 10 I Bank Failure 10 IX Proposal Instructions 11 A Date, Time, Location 11 B Response to the Bid 11 C Additional Information 11 D Right to Reject Bids 11 X Other Miscellaneous 11 A Periodic Review 11 B City Council Action 11 C Bid Advertisement 11 D Designation of Individuals 12 XI Submission Checklist 12 XII Alternate Bid-Lockbox Services 13 BANK ONE, TEXAS, NA 215 W HICKORY DENTON, TEXAS 76201 I. INTRODUCTION The City of Denton is seeking applications from eligible financial institutions ("Bank") to be the banking services depository for public funds of the City This agreement will not cover any investment transaction activities other than safekeQping services and possible purchase of certificates of deposit within a pre -defined limit The City plane to manage its own investment portfolio The contract period will be two years beginning October 1, 1993 and ending September 30, 1995 At the outset, the City wishes to communicate the primary objectives of the depository agreement, an important component of the overall treasury and debt management program of the City of Denton: ♦ To seek a Bank that is both capable of providing banking services and willing to be attentive to the city's money matters; • To maximize the total dollars earned by the City on invested monies in order to be prudent and effective custodians of the taxpayers financial resources; • To maintain a good working relationship with the depository Bank; and • To adequately compensate the depository Bank for services provided to the City and to allow a reasonable profit to be earned, subject to competitive forces in the market place This bid is intended to serve as the proposal form for the depository agreement There are several blanks to fill in and questions to be answered An .asraJcns, chances, or deletions to this bid may be reason for the City—t v�r j .a We--- dder's reply to be considered for evaluation 1 be appropriate in order to answer some of the enclosed Questions regarding this bid may be addressed to: Harlan L Jefferson, Treasurer, c/o City of Denton - Department of Finance, 215 B McKinney, Denton, TX 76$01; 817/566-8224 This bid proposal may be accepted or rejected in whole but not in part With respect to all banking services contemplated herein, City of Denton agrees to enter into such standard implementing forms and agreements as shall be established from time to time by Bank One consistent with the policies and procedures of Bank One The obligation of Bank One and City of Denton are subject to all governmental requirements and restrictions now or hereafter applicable thereto To the extent of conflict between this bid proposal and any contract to which this bid proposal may be incorporated, the terms of this bid proposal shall govern See Attachment A -1- Target Date August 2, 1993 August 8, 1993 August 19, 1993 August 24, 1993 August 31, 1993 September 1993 September 20, 1993 October 1, 1993 H. CALENDAR OF EVENTS Description of Events Bid sent to all banks located in Denton Advertise Bank depository notice in local newspaper Receive proposals from interested banks Review recommendation with the Investment Committee Review recommendation with the City Council Receive direction from the City Council City Council to award contract New Bank depository contract period begins M. CRITERIA FOR EVALUATION The City staff will review the submitted proposals carefully The recommendations will be based on the proposal determined to be best on behalf of the City and the taxpayers The following areas will be considered in the evaluation of the proposals: CRITERIA • Ability to perform the requested services • Agreement to points outlined in this Bid • Cost of banking services • Rates paid on Super NOW accounts • Financial stability of the Bank • Safekeeping agreements accepted • Quality of all reports requested -2- WEIGHTED PERCENTAGE 40% 10% 25% 10% 15% 59 5% IV. BANK QUESTIONNAIRE The Bank In requested to thoroughly answer the following questions Additional pages may be appended if space is inadequate See Attachments 1 How is the bank chartered? Nationally Chartered 2 What percent of current loans are classified as non -performing? 21% 3 pose the Bank have any significant problems noted by regulatory agencies in the past twenty-four months? If "yea", please explain Not Available 4 Indicate the Bank's capital to assets ratio for the last five years 7 10% 1993 5 What was the Bank's 1992 return on assets (ROA)? 1 8% 6 Attach copies of the Bank's most recent FDIC (UPBR) call reports $ee Attachments V. ACCOUNT DESCRIPTIONS A General The City intends to establish the following Bank accountes Account Name Twe Employees Claims Account operating Account Sinking Account Payroll Account Industrial Development Authority Rehab Account Concentration Account Insurance Account Electric Distribution Account Clordis Account CDBG Account Contractual obligation Ray Roberts Lake Account Public Properties Security Account Zero -Balance Account Zero -Balance Account Zero -Balance Account Zero -Balance Account A4VWA%04 Commercial Toney Mkt Ckg Zero -Balance Account AW Commercial `Sonev Mkt Ckg Zero -Balance Account Zero -Balance Account �flDjgt¢ Commercial Money Mkt Ckg Zero -Balance Account p¢¢AW Commercial Money Mkt Ckg ,�(rp�y9C.Rjgr,# Commercial Money Mkt Ckg ��qkf Commercial Money Mkt Ckg A4oV Commercial Money Mkt Ckg The City reserves the right to open or close any number or type of accounts throughout the period if necessary although no changes are anticipated Commercial Money Market Checking accounts not subject to account analysis, and as such balances are not used to offset services provided -3- B ServLces and Fees The services which should be made available to the City include but are not limited to the following TOTAL FEE CHARGED/ ESTIMATED MONTHLY PER UNIT VOLUME CHARGE DESCRIPTION OF SERVICE 1 S20 00 15 accounts cInn on Account Maintenance 2 NC 15 accounts a) First original bank statement $60 00 main per account $20 00 acct20/month S 80.00 b) Balance inquiries by phone See achP,t 20/month c) Balance reporting (daily computer reporting system which list previous and current day balances, debits, credits, averages, and check presentments for all accounts) 3 $ 60 80/month $ 48 00 Deposit tickets (credit posting) 4 S 035 25,000/month S87S_nn Items deposited (encoding) 5 $ 12 3,200/month $384 00 Checks Paid (debit posting) $ 12 1,700/month $204 00 a) Payroll checks S .11) 1,500/month Sign-nn b) General disbursement checks $ 12 50/month S 60 00 c) Other debit posting 6 60/month Wire services $5 00 20/month $100.00 a) Incoming transfers 40/month b) Outgoing ( includesactivities-in safekeeping account)_ 1 - $6 50 25/month $162 50 1) Repetitive by computer $9 00 5/month S 45.00 2) Repetitive by phone $8 50 5/month S 42 50 3) Free -form by computer $10.50 5/month $ 52 50 4) Free -form by phone S in 15/month S 1_9n 5) ACE transfers 7 5/month Stop payment request $20 00 3/month $ 60 00 a) Written request $10 00 2/month $ 20 00 b) Automated request by terminal 8 5 boxes of Coin wrappers furnished each coin type/month p� incurred 9 85/month Deposit slips printed * 05 *Input from attached material or information obtained from Don Ogden -4- TOTAL FEE CHARGED/ ESTIMATED MONTHLY PPERUNIT VOLUME CHARGE DESCRIPTION OF SERVICE * 10 no chg 6 bags/year Large vault cash bags * 11 19; 35 bags/year Plastic drawstring check bags 12 �_ 1/box 75 00/year Safe deposit boxes (1Ox10) 13 $20 00 4 hrs /month 580.00 Research hours See 14 Attachment C$300,000 on Cost of collateral pledged * 18 75 average for by the bank (quote coat per 15 accounts million pledged) See 15 attached 1 account Controlled Disbursement service * 20 00 charge 16 1$25 00 8 accounts Zero balance automatic transfers 17 1$ 2 50 50/month $125 00 a) Return items S 1.00 120/month $240 00 b) Return items recleared 1$ 5 00 — 2/month S In -no c) Return item telephone advice is NoCrh9 15 accounts FDIC insurance cost * 19 see At ac ent E 1 accounts securities clearing and safekeeping a) Maintenance charge * $20 00 13/month b) Receipts deposited 12/month c) Receipts withdrawal 2/month d) Coupon collections $90 million e) Safekeeping of assets, per ' receipt - i ` 8/month f) Book -entry security transfers via Federal Reserve, per transaction 1/year g) Audit confirmations 20 Ri-weekly Fees for direct deposit services for Payroll employees (900 employees, total payroll - $600,000) S30 00 $ 60 00 a) Tape charge $ 10 $ 90 00 b) ACH settlement qqn_nn c) stop payment orders AeearhAd d) Credit/debit posting See nrranhad a) Other (list each specif-c charge) *Input from attached material, or information obtained form Don Ogden —5— * 21 List any other applicable bank charges 03 See Attached Fee Schedule NOTE Under a straight fee arrangement with the bank, analysis charges would be debited to each individual account and an analysis fee statement will be mailed to the City each month Under a compensating balance method, all accounts would be tied to a main account and collected balances would be maintained to offset service charges Also note, that estimated volume above are projections based on current annual volumes C Automatic Payroll Deposit is a service the City would like to offer its 900 employees The bank would be required to produce bi-weekly payroll transfers from a magnetic tape furnished by the City in ACH format for transfer of funds directly to the employee bank, savings and loan, or credit union account Please state the bank's procedure for this service and list appropriate cut-off times that would apply The City's net payroll is approximately $600,000 each pay period State whether the bank would offer any type of special checking, money market, or loan account for the City' employees See ACE Services on attached fee schedule D Does the bank offer any type of sweep account where excess city funds could be invested at a higher rate overnight than in a Super Now account arrangement? Does the bank have money market funds consisting of treasuries, agencies, prime commercial paper, prime domestic bankers acceptances and collateralized or Insured certificates of deposit, that the City could utilize daily as an investment alternative? If so, please explain the fund's parameters and Interest earnings history or attach a separate prospectus See attachment B -6- • ,_ Please specify any other services available to the City of Denton which may be thoµght to be beneficial or that may apply to the City State all related fees The, City intends to pay for all account services provided by the Bank as set fourth in Section V B-9 The method expected to be used for the payment of these services is the direct payment method The Bank should debit the appFopriate accounts on a monthly basis The City will require an account analysis each month which will clearly show volume counts, fees charged, and total price for servicing the account The account analysis should also show average ledger balances, average uncollected funds, and average collected ba]ances, interest rates and the amount of interest paid or credited to the account These fees are not subject to change for the length of this contract Please submit a sample of the monthly account analysis statement that will be provided to the City of Denton Safekeeping fees for the City's investments shall also be out up on an account analysis and paid monthly Please submit a sample of the safekeeping account analysis The City desires to receive same day credit for all funds deposited by 3:00 7$S3(iNOMN If not invested, the funds should earn interest at the rate being paid for Super NOW accounts Please attach proposed availability schedule Ue� a separate attachment if necessary Same day ledger credit is given for fonds deposited by 3 OOpm Only collected funds are available for investment N Sugar NOW Rates Plgaee provide a detailed explanation of the Bank's policy and methodology used in the getting of rates paid on Super NOW accounts Also, provide a schedule of all rates paid on super NOW accounts since January 1, 1992 Specifically in icate if the rates are, applied to ledger balances or collected balances In icate when the rates change and if they are based an a market rate such as T- ill discount or yield, rate If the Bank proposes to pay the City a di Parent rate on its Super NOW accounts, indicate that proposal See Attachment F VI. COLLATERAL REQUIREMENTS A Serurities Pledged Aslsecurity for the deposits of the City of Denton, the Bank shall pledge to the City securities equal to the largest total balances the City of Denton maintains in the Bank Certificates of deposit and other evidences of deposit shall be collateralized at 102% of deposits.fomcALikxgk:smsvgwGxzod JiN3C The securities eo pledged, the amounts thereof and the same must satisfy the requirements of Article 2560 Tex Rev Civ State Ann The City will accept as collateral for its certificates of deposit and demand deposits only those securities identified by the Public Funds Investment Act as eligible investments Additionally, U S Treasury securities shall be the primary securities accepted as collateral The maximum levels needing to be collateralized are estimated to be the maximum amounts for the Super NOW accounts and certificates of deposit estimated to be $3,000,000 *See attachment -7- These items constitute the only acceptable means of collateralizing the City's deposits The securities must be held in safekeeping by the Federal Reserve Bank of Dallas or another third party financial institution pursuant to a safekeeping agreement signed by the Depository Bank and the City Repurchase agreements are not acceptable as collateral to the City of Denton The Bank shall provide the City a report of securities pledged on a monthly basis or at any time requested by the City Manager, Finance Director, Treasurer, or a designated representative This report should reflect the following information as of the and of each month and be delivered to the City by the loth of each month Total pledged securities itemized by: • Name • Type/Description/Cusip Number • Par Value • Current Market Value • Maturity Date • Moody's or Standard & Poore Rating (both, if available) The securities pledged shall be held in safekeeping by a separate and different Bank other than the depository Bank The original copy of all safekeeping receipts shall be filed with the Treasurer of the City of Denton The City will reimburse the depository Bank for any safekeeping char es, if any Specify the safekeeping charges that will applys see attached C4 The City, Depository Bank, and the Safekeeping Bank shall operate in accordance with a master safekeeping agreement signed by all three parties , a cop of which is, attached (See attachment D) tkatxxtkexxRafekssp*RgxxBaskxxks AacAME= :tK Pxtkdca;rswmmuxwrxtkexBttyxkKnxdmtamtwerxtkatxtMxSkkyftsxtMmft A copy of the safekeeping agreement and the name of the safekeeping bank to be used in the event you are awarded the Bank Depository Agreement must be submitted with the proposal Any substitutions of the securities or reductions in the total amount pledged may be made only by and with proper written authorization approved by the City Manager, the Director of Finance, Treasurer, or his designated representative In the case of a reduction, the Bank must provide in writing that collateral will be available when needed to most normal City balance increases throughout the year The City must approve all securities pledged Any state or local government bonds pledged must have a rating of at least A or Al or better by Moody's Investor Services or Standard & Poore Corporation Please state the maximum amount, if any, of pledged securities which the Bank in willing or able to commit for collateralized Super NOW accounts throughout the contract period above the $500,000 minimum requirement 55,000 000 00 -B- F City, to Handle Investments The City of Denton will be responsible for handling the investment bidding process The Depository Bank, along with any eligible financial institution shall be included in the bidding process as deemed appropriate and in accordance with the City's investment policies G Safeksevina/Wire Services Thelthird-party safekeeping bank must be a subscriber to the Federal Security Wire System In addition to the safekeeping account in which pledged collateral is held, the City must have access to a safekeeping account to which Federal securities can be delivered via the Federal Reserve book entry system for a customer account H I�ntgrest Rates Paid - Certificates of Deposit The City may choose to invest in certificates of deposit in the depository Bank or any other eligible financial institution The depository Bank agrees to accept time deposits from the City for investment purposes in the form of certificates of deposits in varying amounts and maturities at rates determined by the depository's competitive bid as submitted in accordance with periodic competitive bid solicitations conducted by the City What is the shortest maturity length in days that the Bank will accept for certificates of deposit in amounts of $100,000 or greater? 7 days I Interest Rate Calculations Interest on all certificates of deposit shall be computed on an actual day basis (365), and the interest will be paid to the City on the maturity date Interest calculations will include the first day in the investment period but will not include the day of maturity Payment will be made by crediting the Bank account vu. 0vERDRA ►S F.1Mff1ZS r,iS4 The City does not intend to have a net overdraft position throughout the course of the contract An overdraft is defined as a negative demand balance in the City accounts collectively, not by individual account B Terms Should an overdraft occur in the aggregate, the following stipulation shall apply: i 1 The maximum number of days the overdraft will be allowed is 2 The maximum amount of the net overdraft to be allowed will be $ 3 The interest rate charged for overdrafts will be per annum computed on an actual day basis Overdrafts and other loan requests are subject to the credit policy of Sank One and will be evaluated on a case -by -case basis -9- VM. OTHER STA'ULAnONS A Revelation Notices attempt to (without obligation) The Bank will notify the City in writing within ten (10) days of any changes in Federal or State regulations or laws that would thereafter affect the depository agreement The Bank shall also notify the City of any new services that become available to the City throughout the contract period B Wire Transfers Notification of wire transfers shall be made within one hour of the transaction and a duplicate copy furnished to the City within twenty-four hours e- i The Bank shall have a means of contacting the City prior to 9 s 00 am each business day to give the ending ledger balances for all accounts from the previous working day D Bank Statements Bank Statements shall be rendered within five working days after the close of the calendar month The statement must include deposits made on the last day of the month The accompanying checks must be arranged in numerical order L�zi-r.F,V49T-V-.T1r— 1 The Bank's records relating to the City of Denton accounts shall be open to review by either City staff members or City -appointed independent auditors during normal business hours ,_, The Bank will submit a copy of the last audited annual financial statements and the subsequent quarterly supplements along with an annual year and uniform Bank Performance Report The term of the contract period will be for two years beginning October 1, 1993 and ending September 30, 1995 The Bank agrees to honor and continue any investments made during the term of the depository contract that will mature after the expiration date of the depository agreement at the same rate established before the expiration of the contract The investment extension period will not exceed ninety days �T T,1W. TV4ltiTa Should the Bank fail, close, or be forced into reorganization during the term of this contract, City reserves the right to cancel the contract and re -bid for City a depository services -10- M IX. PROPOSAL INSTRUCTIONS Sealed proposals clearly marked "Proposal for Bank Depository Agreement" s=d be delivered to the Finance Department located at City Hall, no 1 ter than 2:00 p m , August 19, 1993 to the attention of Tom Shaw Purchasing Agent 901-3 Texas Street Denton, T% 76201 RO PROPOSAL WILL BE RECEIVED AFTER 2$00 P M. The proposing Bank should use this Bid form to submit rates and to answer questions wherever possible However, any point that the Bank cannot Agree with should be clearly noted with attachments which explain this disagreement Please reference the section and paragraph in these cases Also, please clearly restate the question when supplying answers on any supplemental pages C Additional Information The City reserves the right to request additional information or to meet vith representatives from proposing organizations to discuss points in the roponal before and after submission, any and all of which may be used in orming a recommendation D Bight to Reject Bide The City reserves the right to reject any and all proposals X. OTHER AUSCELLANEOUS A Periodic Review The City of Denton shall require a review meeting at least once every six months to evaluate the working relationship between the City and the depository Bank The objective will be to address any problems and to cook a responsible solution More frequent meetings may be called if necessary B g"ity Council Action The final appointment of a depository Bank will be made by the City Council of the City of Denton C Bid Advertisement This Bid will be duly advertised and is being offered for consideration to all financial institutions inside the corporate limits of the City of Denton, as permitted by state laws -11- 7.1 Upon being awarded the contract, the depository bank shall designate, in writing, an individual to be the official contact person for all correspondence The City of Denton shall do the same The Depository Bank shall be responsible for training and communicating the terms of this contract to Bank employees XI. SUBMISSION CHECK A Bid with fill -in -the -blank format B Sample bank statement C Availability of funds schedule D Money Market Fund prospectus if applicable E Sample monthly collateral report F Sample safekeeping agreement with the Federal Reserve Bank for collateral 6 Sample safekeeping agreement with the Depository Bank for the City a investment securities H Sample controlled disbursement agreement I Sample wire agreement J Sample stop payment agreement R Sample account analysis statement L Annual financial statement of the bank along with the last two quarterly FDIC call reports -12- XII. ALTERNATE BID-LOCKBOX SERVICES The City of Denton is seeking applications from eligible financial institutions bidding on the main bid to include an alternate bid for Lockbox services The contract period will be the same as the main Bid, beginning on October 1, 1993 and ending September 30, 1995 or thereafter until the successor Depository shall have been duly selected and qualified according to state laws The City of Denton requires a lockbox account for the purpose of collecting and processing the City's utility bills and property tax revenues The volume of utility bills the City currently receives through the mail is estimated to be 20,000 pieces per month Tax revenues received in the mail are heaviest during the months of November through February and average 5,500 pieces per month During the remainder of the year, tax revenues mailed in are approximately 1,000 pieces per month These volume estimates are based on fiscal year ended September 30, 1992 totals The City separates utility bill collections and tax collections into two divisions because of their unique needs and record keeping constraints Each division would require a separate tape returned for input to the City's system The Utility Division matches the account number, the name of the payor, and the address on the coupon and check It does not matter if the amount on the check does not match the amount owed on the coupon The City's system will automatically include the past due amount on the next billing All coupons must be returned for reference in handling customer inquiries The Tax Division matches the account number, and the amount They also require a printout of who the payor on each account number is If the amounts of the coupon and theicheck do not match, this must be separately accounted for on a different tape or printout. The Tax Division would need either a copy of each check returned or easy and timely access to check copies on a request basis an well as coupons returned with the tape or printout Attach a step by step explanation of the mail collection and remittance processing procedure that the bank follows Bid the cost of services based on the options listed gelows 1 Lockbox collection and processing with separate computer printouts for Tax and Utility Divisions returned to the City each day 2 Lockbox collection and processing with a magnetic tape returned to the City each day Format specifications of the bank given to the City for internally programming the interface needed for inputting the tape directly into the City's system 3 Lockbox collection and processing with a magnetic tape returned to the City each day Bank supplies format based on the City each day Bank supplies format based on the City's system specifications City uses this format to program the interface for the magnetic 4 Lockbox collection and processing with a magnetic tape returned to the City each day Bank does all programming necessary to convert City e system to capability of handling the magnetic tape Explain the procedure the bank follows for the record keeping of checks and stubs Does the bank put checks and stubs on microfiche as part of the procedure? Explain the procedure and cost of processing returned checks The City requires that returned checks be sent through twice before returning them to the City —13— Attach a cash analysis of the dollar savings and efficiency the City would achieve by having the lockbox service (Example: take an average deposit of $150,000 which is currently received by the City and processed one day before the deposit is made to the bank Checks are currently encoded by the bank instead of in-house and are delivered to the bank by courier each afternoon at 2:00 pm The City does not process checks an Saturdays, Sundays, or holidays The City is closed for business days during the calendar year in recognition of holidays Deposit size increases during tax collection time which occurs November through January Deposits as large as $1,000,000 could be made during these months with an average Deposit size of approximately $350,000 per day ) List any additional services connected with the lockbox initiation procedure that the bank would provide Printing of coupons with bar code Printing of envelopes with bar code Other List any additional fees not previously addressed in this bid All fees bid shall remain the same for the length of the contract period and no additional fees shall be added after this proposal is accepted Please return this sealed alternate bid along with main bid to the office of the following person by 2:00 pm , August 19, 1993: Tom Shaw, Purchasing Agent City of Denton ,901-H Texas Street Denton, Texas 76201 NO HID SHALL BE RECEIVED AFTER 2:00 P N AND SRAIJ. EE RETURNED UNOPENED The city reserves the right to request additional information or to most with representatives from proposing organizations to discuss points in th proposal before and after submission and may reject any and all options in this proposal AFr0068E O8/02/93 -14- CM OF DENTON WHOLESALE LOCK BOX Service Information Service Benefits ► Bank One's around -the -clock processing accelerates incoming cash flow ► Added security of third -party processor handling account receivables ► Located 15 minutes from the D/FW Airport, Bank One's Operations Center takes full advantage of the Post Office's weekly processing schedule ► Unique Dallas, San Antonio, Houston and Fort Worth Zip Codes eliminate the Post Office sorting time and maximize incoming mail volume ► The mail pickup schedule for Wholesale Lock Box during weekends and holidays is Saturday at 5 00 a in and 10 00 a m , Sunday at 5 00 a in and 10 00 a in and holidays at 10 00 a in ► Bank One's Bell and Howell Jetstar automated mail sorting equipment further miminizes potential remittance delays ► Assembly -line equipment and procedures ensure fast processing coupled with excellent quality ► Bank One's refined processing software eliminates manual efforts while significantly enhancing deposit accuracy ► The large dollar priority placed on Lock Box deposits ensures outstanding funds availability ► Bank One's Lock Box deposit times are determined after an evaluation of each individual customer's composition of checks and end points Normally, 3 30 a in, 10 00 a in and 2 00 p in prove to be the optimum deposit times ► Bank One's ledger cut-off is 4 00 p in, the 12 30 p in mail pickup is the last pickup processed prior to ledger cut-off Page 3 0TX OF DENTO WHOLESALE LOCK BOX (Continued) Standard Opening of the envelope and removing the contents Procedures Staple all contents, excluding the check; to the top of the envelope • Inspect the contents, checking for acceptable payees, stale dates • Items are then taken to the Video Entry Terminal (VET) for an image to be captured of each item • The dollar amount of the check is key entered from the numeric figures on the item by one lockbox specialist • The dollar amount of the check is key entered from the legal line on the item by a second lockbox specialist • The system matches the dollar amounts entered to ensure accuracy • Checks are high-speed encoded and endorsed Sophisticated software programming matches MICR line information captured with the dollar amount to encode • Once encoded the checks are taken directly to the Item Processing Department for check capture and transit to the individual check end point • Multiple deposit slips are system generated with one copy going with the live items to Item Processing, the other copy is forwarded with the check photocopies to a Lockbox processing specialist • The check photocopies are stapled to the ongmal envelope A copy of the deposit slip U then attached to the batch of work and forwarded to the customer Proven Performance ► Bank One's Lock Box Department processes nearly 2,000,000 Retail and Wholesale items per month for over 185 customers ► The varied customer and processing applications over the last 12 years lead to the development of high flexible software, greatly shortening the time necessary to implement even the most complex payment capture request References are available from current Wholesale Lock Box customers Page 4 LOCKBOX SERVICES WHOLESALE LOCKBOX SERVICES Monthly Maintenance 100 000 Items Processed 0 300 Monthly Mmunum 100 000 MICR Line Capture 0200 Additional Data Entry Fields 0 050 Lockbox Data Transmission 50 000 Courier/Express Mail Prep 20 000 Unprocessables 0100 Lockbox Correspondence 0 100 Programming 60 000 Walk —m Deposit 5 000 INFORMTION REPORTING SERVICES Lockbox Deposit Detail Mamtenance/Per Account 40 000 Lockbox Deposit Detail Report Items/Per Line 0 050 BANK ONE, TEXAS, N. A. AS OF MARCH 31, 1993 RATIO MEASURES CASH, DUE FROM BANKS, INVESTMENT SECURITIES. AND FUNDS SOLD $8,312,109 DEPOSITS $15,507,957 53 60% LIQUIDITY SHARE HOLDERS EQUITY, LONG TERM DEBT. LOAN LOSS RESERVE $1,435,316 DEPOSITS $15,507,957 9 26% FINANCIAL STRENGTH SHARE HOLDERS EQUITY, LONG TERM DEBT, LOAN LOSS RESERVE $1 435,316 LOANS $8 828,274 16 26% FINANCIAL STRENGTH PRIMARY CAPITAL $1,258,154 ASSETS $17 721 387 7 10%LEVERAGE LOANS DEPOSITS NONPERFORMING LOANS ASSETS NET INCOME (ANNUALIZED) ASSETS NET INCOME (ANNUALIZED) STOCKHOLDERS EQUITY $8,828,274 $15,607 957 56 93% LIQUIDITY $36,539 $17 721 387 0 21 j MANAGEMENT OF LOANS $318 629 $17 721,387 C 1 80%MANAGEMENT SKILLS $318,629 $1,308,701 24 35% MANAGEMENT SKILLS Page 2 ACH SERVICES ,ACH Debit Origination 0100 ACH Credit Or nation 0 100 Minimum Monthly Charge 25 000 ACH Tape Handling 30 000 ACH Transmission 1-5 files 20 000 ' 6+ files 15 000 ACH Stop Payment 20 000 ACH Debit/Credit Return 3 000 ACH Correction 5 000 .ACCOUNT RECONCILIATION SERVICES Partial Account Reconciliation ($50 Min) 0 050 Pull Account Reconciliation ($50 Min) 0 070 Account Reconciliation Sort ($50 Min) 0 030 �%RP Tape 30 000 ARP Data Transmission 1-5 files 20 000 6 + files 15 000 ARP Tape Set —Up 15 000 ARP Postage ($40 Max) 0 025 VAULT SERVICES Deposd Processing 0 400 Colt Per Roll 0 070 Currency Per Strap 0150 Change Order 5 000 INFORMATION REPORTING Touch Tone Access )3alanceReport—Tel Mamt 60 000 Oalance Report —Tel Account 20 000 2ntr Disb Report —Tel Mamt 60 000 Coair Dish Not 5 000 Terminal Access Hal Report—Elec Mamt 540 000 Bal Report—Elec/Account �15 000 Prev Day Debits Mamt 40 000 Previous Day Credits Mamt 40 000 Previous Day Debits —Item 0 175 Previous Day Credits —Item 0175 Current Day Debits—Maint 25 000 Current Day Credits—Maint 25 000 Current Day Items 0 250 Contr Disb —Elec Mamt 30 000 Contr Dish Notification 5 000 &NIA ONE, DENTO CITY OF DENTON Unit enrice Price Account Maintenance 20 000 FDIC Checks Paid 0 120 Deposits \0 600 Deposited Items Tier I — On Us Items 0 025 Tier II — Local City/Clearmghouse 0 030 Tier III — Local RCPC/Other I lth Dist Cities 0 040 Tier IV — Non —Local 11 Dist RCPC/Country 0 055 Tier V — Non I Ith District Federal City 0 070 Tier VI — Non 11 District RCPC/Country 0 070 Encoding 0 015 Stop Payment —Automated 10 000 Stop Payment —Manual 20 000 NSF Overdraft 20 000 ZBA Debit/Credit Posting 25 000 Return Item 2 500 Reclears 2000 CONTROLLED DISBURSEMENT unt Maintenance 0 000_ y 5 �' Controlled Disbursement Maintenance �5 becks Paid 0-10,000 0 150 10,000-20,000 0 126, 20,001 + 0 100 Min Monthly Charge 100 000 Deposit 0 600v Contr Disb Funding Fee 100 000 WIRE TRANSFER SERVICES Direct Wire Maintenance Fee 25 000 Outgoing Repetitive 6 500 Outgoing Non —Rep 8 500 Internal Repetitive 4 000 Internal Non —Rep 6 000 Manual Maintenance Fee 50 000 Outgoing Repetitive 9 000 Outgomg Non— Rep 10 500 Internal Repetitive 4 000 Internal Non —Rep 6 000 Automated Transfer —Internal 4 000 Automated Transfer 6 000 Incoming Wire 5 000 W/ Phone Advice 4 000 W/ Mail Advice 1500 Capital Markets Operations Fee Schedule Effective January 1 1993 Securities Clearance . Book entry via Federal Reserve (each) Depository Eligible & New York settlements Registration of Securities Safekeeping . Book entry securities er month, per rec`efpt) • Physical securities (bearer, registered) (per month, per receipt) . Pledge transactions . Mortgage & Asset Backed Securities (per month per receipt) . Free Deliveries & Receives . Account to Account Transfer . Additional verification statements . Account verification (year end) . Any out of pocket expenses Incurred to be paid by the customer Securities Management Services Monthly processmg (Includes edits and one month end for up to 100 blocks of receipts) . Active records over 100 (each) . Non interface transactions (each) . Additional copies of reports (each) . Consolidations keach) . Mergers (each) . Microfiche BANK ONE, TEXAS, NA Member FDIC $ 25 00 5000 2500 S 200 400 1000 1200 1000 2500 NIC F 11 75 75 1000 5000 125 00 600 Attachment E 0 D- ow 1M� n II II Ot C1 If 00 I I 00 NO I I N\O IX it 0o I I o0 mm 1 1 .r ooS W-C It I 1 I I to rl0 40-11 0o I I 0o MO 1 1 4.\tn of. 11 0o I I o0 0o I I \*ON 11 00 1 1 00 MO I 1 oX It + I I + I I F F411 InM I I In In NO 1 I z z 11 of at 11 a at 00 '1 1 1 WH II OL 011 I I 1 I IY H 11 1 1 I I I 1 1 'w UO 11 11 1 1 II I I I 1 II 1 I I I It I a 11 0 0 0 1 If OV N 0 I at/ 11 = 11 woo 1 00 Q Ot I vlJIt zIT I a If In 9 11 N 1 N N 1 0 OH 1 O 00 I 11 I rl I A 11 I I CA I C I or 11 C S u z 1 a 1 i ii 1 0 00 Jy o .I o N o ce Do N O o F O n I a,.1 0 W LL W fA A W M J Ot IL \ h } In \ 00 F O OIL Co_ W OCN 4 11 W 11 C7 11 w 11 II 11 a CL. n u N II 11 N 11 W j�j 11 H F 11 F 1-1II Z 11 on I off: O 11 M1 U 1-1 F 11 F 1 F W 0. 11H 1 Z N h1 11 I F OC I it Z U I W U 1 0~t W 1 \ Y W It 1 P N I In 61 Li \n 11 1 1 A I \ K1 } 11 1 H W I t0 it U i W IF-1 11 1 r\�1 \ K II 1 r1 Q 1 to fn m II I O I n In I b� Q W i1 1 Ln o, Y F N 11 I N t7 1' W I tJ A 11 I 00 N I M 00 Z II 1 rt7 on In I W' a W Q it 1} 1 >.(„) I I V F 11 1 iK1 K Ix Q1 Ot R' II ?. O 11 1 I N I N Q I N f 11 1\ I Q I Q 1 rl I W I W t0 N F I to 9 11 I UI DLI Kt? If l 0 1 F I FT O I EtT O 11 .-t I 1 0 1 I E I J t7 II I 1 0 1 I NJ 0 1 SJ OL 11 F I I In I N I Od O > 1 LL0. O 7y 1 I to 1 I IL O 1 IL 1 I to 1 OI W 11 v l I S I LL J m a Z 1 11 1 I LL I Q CIF O I~ II C) 1 I N O Y O 11 N I I m F N F 0o Z U 11 11 1 N fG N ~ O N ap 11 1 M N o �O 0 Ot w N 00 I N O I I I N O O.O 1 1 To M O I I M O O O 1 1 O O M o I I M o 1 "In I 1 I In In n o I I L o HN 1 I rIN O 1 O 00 1 O t Ol n T I Ot 00 1 0 I w 1 t7 00 1 00 N I � P 0 O h OQ S LL O O LL LL N to J J F F O O F F ra m N M ATTACHMENT F Bank One offers Commercial Money Market Checking accounts Interest rates are variable and determined daily at Bank One's discretion for balances as follows -Up to $1,000 -$1,000 up to $10,000 -$10,000 up to $25,000 -$25,000 and over Interest is credited and compounded monthly based on the daily collected balance !nS§8 Kfd§| h m 2° §;|m; Attachment B REPURCHASE AGREEMENTS Subject to AGENT REPUCHASE AGREEMENT Subject to MASTER REPURCHASE AGREEMENT Orders must be placed by 9 00 A M daily Minumum order $100,000 00 Orders may be placed by calling Bank One, Texas, N A's Funding Desk at 1-800-288-6227 HISTORIC RATES 06/01/93 2 90% 06/08/93 2 80% 06/14/93 2 85% 07/06/93 2 95% j j+Nu W VAAW i I I 440I"61 888,iit{I&"5LL" I t t 11 , 111 4 , , t, Il tl,O ,t, ,N AGENT REPURCHASE AGREEMENT Attachment B This Agent Repurchase Agreement (the "Agreement") is made as of ,19931 by and between Tirg-u BANK NE, TEXAS. NA ("Agent") Buyer and Agent mutually covenant and agree as follows 1 Agent, acting solely as agent for a certain principal or for several principals (herein, whether Agent is acting for one "or several principals, each principal individually referred to as "Seller"), will, from time to time, at the request of Buyer, sell Securities (as defined in paragraph 4 herein) as agent for Seller, to Buyer, under areement to corepurchase, he nditi ns and,ar sagent �for upon and subject ttfollowing Seller, pursuant th e e terms and conditions set forth in the Master Repurchase Agreement attached hereto as Exhibit A (the "Master Repurchase Agreement"). 2 Buyer understands and agrees that Agent is acting not as principal, but solely as the agent of and for such Seller and that Agent shall not be responsible for any actions or failure to act of Seller, including the failure of Seller to perform its obligations in connection with any repurchase or other agreement between Seller and Buyer The Seller, in each instance, will be disclosed to Buyer in the confirmation slips delivered to Buyer in connection with any particular repurchase transaction and Buyer hereby agrees that such notice will be adequate and proper disclosure of the principal to Buyer 3 Buyer understands and agrees that Agent neither assumes nor has any responsibility of any kind or character whatsoever, express or Buyer 'implied, agrees forthe tlookperformance solely ctoo theheSellerfor obligations of the Seller performance of the obligations under this Agreement and the Master Repurchase Agreement sreed to uyer asdagenttinlso providing it servicesree and dtohat effectna thetransac ions between Seller and Buyer as a result of and in reliance on the agreements and din, without limitation,tolook solely to tions of rSelleraford performance of uanygagreements between Seller and Buyer 4 The securities to be purchased and sold under this Agreement shall be limited to obligations of the United States, or general anyother of investment ate or of security aexpresslypolitical exemptsubdivision thereof, the dealing, underwriting and purchasing limitations and restrictions of 12 U S C Section 24 5 The purchase price of the Securities to be paid by Buyer, the repurchase price to be paid by Seller through its agent, Agent, _ and any other relevant matters relating to any particular repurchase transaction shall be established and confirmed pursuant to the Master Repurchase Agreement and in confirmation slips to be provided by Agent 6 IExcept as hereinafter provided. Agent, or its nominee, at the reque'ist of Buyer, will hold as custodian all Securities sold to Buyer pursuant to this Agreement Such securities shall be held by Agent purfsuant to the terms of the Master Repurchase Agreement and should Agent reasonably deem it to be necessary, Buyer hereby agrees to execute and enter into Agent's standard custodian agreement Furthermoie, if acting as such custodian, Agent shall implement any necessary maintenance agreements in accordance with its standard practices and Buyer hereby expressly agrees and approves of Agent taking such other actions with respect to the Securities as Agent, in its sole discretion, deems advisable and which are consistent with the Master Repurchase Agreement It is further understood and agreed that any faction, inaction or omission taken or suffered by Agent or its nominee pursuant to this paragraph and involving the Securities, if in good faith, shall be binding upon Buyer, and shall not result in any liability on the part of Agent to Buyer 7 This Agreement shall supersede any existing agreements between the parties containing general terms and conditions for agent repurchase transactions Each provision and agreement herein shall be treated as separate and independent from any other provisions or agreement herein and shall be enforceable notwithstanding the unenforceability of any other provision or agreement. 8 The rights and obligations of the parties under this Agreement shall not be assigned by either party without the prior written consent of the other party Subject to the foregoing, this Agreement shall be binding upon and shall inure to the benefit of the parties and their respective successors and assigns 9 THIS AGREEMENT SWILL BE GOVERNED BY THE LAWS OF THE STATE OF TEXAS. Executed the day of BUYER By — Title Address AGENT BANK ONE, TEXAS, NA By — Title _ Address 1992 n¢ Attachment B MASTER REPURCHASE AGREEMENT PSA Between Dated as of and 1 Applicability From time to time the parties hereto may enter into transactions in which one party ("Seller") agrees to transfer to the other ("Buyer") securities or financial instruments ("Securities") against the transfer of funds by Buyer, with a simultaneous agreement by Buyer to transfer to Seller such Securities at a date certain or on demand, against the transfer of funds by Seller Each such transaction shall be referred to herein as a 'Transaction" and shall be governed by this Agreement, including any supplemental terms or conditions contained in Annex i hereto, unless otherwise agreed in writing 2 Definitions (a) "Act of Insolvency", with respect to any party, (i) the commencement by such party as debtor of any case or proceeding under any bankruptcy, insolvency, reorganization, liquidation, dissolution or similar law, or such party seeking the appointment of a receiver, trustee, custodian or similar official for such party or any substantial part of its property, or (u) the commencement of any such case or proceeding against such party, or another seeking such an appointment, or the filmg against aparty of an applicationfor aprotective decree under the provisions of the Securities Investor Protection Act of 1970, which (A) is consented to or not timely contested by such party, (B) results in the entry of an order for relief, such an appointment, the issuance of such a protective decree or the entry of an order having a similar effect, or (C) is not dismissed within 15 days (in) the making by a party of a general assignment for the benefit of creditors, or (iv) the admission in writing by a party of such party's inability to pay such party's debts as they become due, 6 (b) "Additional Purchased Securities", Securities provided by Seller to Buyer pursuant to Paragraph 4(a) hereof, (c) "Buyer's Margin Amount", with respect to any Transaction as of any date, the amount obtained by application of a percentage (which may be equal to the percentage that is agreed to as the Seller's Margin Amount under subparagraph (q) of this Paragraph), agreed to by Buyer and Seller prior to entering into the Transaction, to the Repurchase Price for such Transaction as of such date, (d) "Confirmation", the meaning specified in Paragraph 3(b) hereof, (e) "Income", with respect to any Security at any time, any principal thereof then payable and all interest, dividends or other distributions thereon, (f) "Margin Deficit", the meaning specified in Paragraph 4(a) hereof, (g) "Margin Excess", the meaning specified in Paragraph 4(b) hereof, (h) "Market Value!', with respect to any Secunties as of any date, the price for such Securities on such date obtained from a generally recognized source agreed to by the parties or the most recent closing bid quotation from such a source, plus accrued income to the extent not included therein (other than any Income credited or transferred to, or applied to the obligations of, Seller pursuant to paragraph 5 hereof) as of such date (unless contrary to market practice for such Securities), (i) "Price Differential", with respect to any Transaction hereunder as of any date, the aggregate amount obtained by daily application of the Pricing Rate for such Transaction to the Purchase Price for such Transaction on a 360 day per year basis for the actual number of days during the period commencing on (and including) the Purchase Date for such Transaction and ending on (but excluding) the date of determination (reduced by any amount of such Price differential previously paid by Seller to Buyer with respect to such Transaction), �) "Pricing Rate", the per annum percentage rate for deterrmnation of the Price Differential, (k) "Prime Rate", the prime rate of U S money center commercial banks as published in The Wall Street Journal, (1) "Purchase Date' the date on which Purchased Securities are transferred by Seller to Buyer, (m) "Purchase Price", (i) on the Purchase Date, the price at which Purchased Securities are transferred by Seller to Buyer, and (ii) thereafter, such price increased by the amount of any cash transferred by Buyer to Seller pursuant to Paragraph 4(b) hereof and decreased by the amount of any cash transferred by Seller to Buyer pursuant to Paragraph 4(a) hereof or applied to reduce Seller's obligations under clause (u) of Paragraph 5 hereof, (n) "Purchased Securities", the Securities transferred by Seller to Buyer in a Transaction hereunder, and any Securities substituted therefor in accordance with Paragraph 9 hereof The term "Purchased Securities" with respect to any Transaction at any time also shall include Additional Purchased Securities delivered pursuant to Paragraph 4(a) and shall exclude Securities returned pursuant to Paragraph 4(b), (o) "Repurchase Date", the date on which Seller is to repurchase the purchased Securities from Buyer, including any date determined by application of the provisions of Paragraphs 3(c) or 11 hereof, (p) "Repurchase Price", the price at which Purchased Securities are to be transferred from Buyer to Seller upon tertmnation of a Transaction, which will be detertmned in each case (including Transactions terminable upon demand) as the sum of the Purchase Price and the Price Differential as of the date of such determination, increased by any amount determmed by the application of the provisions of Paragraph 11 hereof, (q) "Seller's Margin Amount", with respect to any Transaction as of any date, the amount obtained by application of a percentage (which may be equal to the percentage that is agreed to as the Buyer's Margin Amount under subparagraph — (c) of this Paragraph), agreed to by Buyer and Seller prior to entering into the Transaction, to the Repurchase Price for such Transaction as of such date 3 Initiation, Confirmation, Termination (a) An agreement to enter into a Transaction may be made orally or in writing at the initiation of either Buyer or Seller On the Purchase Date for the Transaction, the Purchased Securities shall be transferred to Buyer or its agent against the transfer of the Purchase Price to an account of Seller (b) Upon agreeing to enter into a Transaction hereunder, Buyer or Seller (or both), as shall be agreed, shall promptly deliver to the other party a written confirmation of each Transaction (a "Confirmation") The Confirmation shall describe the Purchased Securities (including CUSIP number, if any), identify Buyer and Seller and set forth (t) the Purchase Date, (u) the Purchase Price, (tit) the Repurchase Date, unless the Transaction is to be terminable on demand, (iv) The Pricing Rate or Repurchase Price applicable to the transaction, and (v) any additional terms or conditions of the Transaction not inconsistent with this Agreement. The confirmation, together with this Agreement, shall constitute conclusive evidence of the terms agreed between Buyer and Seller with respect to the Transaction to which the Confirmation relates, unless with respect to the Confirmation specific objection is made promptly after receipt thereof. In the event of any conflict between the terms of such Confirmation and this Agreement, this Agreement shall prevail (c) In the case of Transactions terminable upon demand, such demand shall be ,made by Buyer or Seller, no later than such time as is customary in accordance with market practice, by telephone or otherwise on or prior to the business day on which such termination will be effective On the date specified to such demand, or on the date fixed for termination in the case of Transactions having a fixed term, termination will be effective On the date specified in such demand, or on the date fixed for termination in the case of Transactions having a fixed _ term, termination of the Transaction will be effected by transfer to Seller or its agent of the Purchased Securities and any Income in respect thereof received by Buyer (and not previously credited or transferred to, or applied to the obligations of, Seller pursuant to Paragraph 5 hereof) against the transfer of the Repurchase Price to an account of Buyer 4 Margin Maintenance (a) If at any time the aggregate Market Value of all Purchased Securities subject to all Transactions in which a particular party hereto is acting as Buyer is less than the aggregate Buyer's Margin Amount for all such Transactions ("a Margin Deficit"), then Buyer may by notice to Seller require Seller in such Transactions, at Seller's option, to transfer to Buyer cash or additional Securities reasonably acceptable to Buyer ("Additional Purchased Securities"), so that the cash and aggregate Market Value of the Purchased Securities, including any such Additional Purchased Securities, will thereupon equal or exceed such aggregate Buyer's Margin Amount (decreased by the amount of any Margin Deficit as of such date arising from any Transactions in which such Buyer is acting as Seller) (b) If at any time the aggregate Market Value of all Purchased Securities subject to all Transactions in which a particular party hereto is acting as Seller exceeds the aggregate Seller's Margin Amount for all such Transactions at such time (a "Margin Excess"), then Seller may by notice to Buyer require Buyer in such Transactions, at Buyer's option, to transfer cash or Purchased Securities to Seller, so that the aggregate Market Value of the Purchased Securities, after deduction of any such cash or any Purchased Securities so transferred, will thereupon not exceed such aggregate Seller's Margin Amount (increased by the amount of any Margin Excess as of such date arising from any Transactions in which such Seller is acting as Buyer) (c) Any cash transferred pursuant to this Paragraph shall be attributed to such Transactions as shall be agreed upon by Buyer and Seller (d) Seller and Buyer may agree, with respect to any or all Transactions hereunder, that the respective rights of Buyer and Seller (or both) under subparagraphs (a) and (b) of this Paragraph may be exercised only where a Margin Deficit or Margin Excess exceeds a specified dollar amount or a specified percentage of the Repurchase Prices for such Transactions (which amount or percentage shall be agreed to by Buyer and Seller prior to entering into any such Transactions) (e) Seller and Buyer may agree, with respect to any or all Transactions hereunder, that the respective rights of Buyer and Seller under subparagraphs (a) and (b) of this Paragraph to require the elimination of a Margin Deficit or a Margin Excess, as the case may be, may be exercised whenever such a Margin Deficit or Margin Excess exists with respect to any single Transaction hereunder (calculated without regard to any other Transaction outstanding under this Agreement) Income Payments Where a particular Transaction's term extends over an income payment date on the Securities subject to that Transaction, Buyer shall, as the parties may agree with respect to such Transaction (or, in the absence of any agreement, as Buyer shall reasonably determine in its discretion), on the date such Income is payable either (i) transfer to or credit to the account of Seller an amount equal to such Income payment or payments with respect to any Purchased Securities subject to such Transaction or (it) apply the Income payment or payments to reduce the amount to be transferred to Buyer by Seller upon termination of the Transaction Buyer shall not be obligated to take any action pursuant to the preceding sentence to the extent that such action would result in the creation of a Margin Deficit, unless prior thereto or simultaneously therewith Seller transfers to Buyer cash or Additional Purchased Securities sufficient to eliminate such Margin Deficit 6 Security Interest Although the parties intend that all Transactions hereunder be sales and purchases and not loans, in the event any such Transactions are deemed to be loans, Seller shall be deemed to have pledged to Buyer as security for the performance by Seller of its obligations under each such Transaction, and shall be deemed to have granted to Buyer a security interest in, all of the Purchased Securities with respect to all Transactions hereunder and all proceeds thereof Payment and Transfer Unless otherwise mutually agreed, all transfers of funds hereunder shall be in immediately available funds All Securities transferred by one party hereto to the other party (i) shall be in suitable form for transfer or shall be accompamed by duly executed instruments of transfer or assignment in blank and such other documentation as the party receiving possession may reasonably request, (it) shall be transferred on the book -entry system of a Federal Reserve Bank, or (in) shall be transferred by any other method mutually acceptable to Seller and Buyer As used herein with respect to Secunties, "transfer" is intended to have the same meaning as when used in Section 8-313 of the New York Uniform Commercial Code or, where applicable, in any federal regulation governing transfers of the Securities g Segregation otlPurchased Securities To the extent required by applicable law, all Purchased Securities in the possession of Seller shall be segregated from other securities in its possession and shall be identified as subject to this Agreement Segregation may be accomplished by appropriate identification on the books and records of the holder, including a financial intermediary or a clearing corporation Title to all Purchased Securities shall pass to B yer and, unless otherwise agreed by Buyer and Seller, nothing in this Agreement shall preclude Buye: from engaging in repurchase transactions with the Purchased Securities or otherwise pledging or hypothecating the Purchased Securities, but no such transaction shall relieve Buyer of its obligations to transfer Purchased Securities to Seller pursuant to paragraphs 3, 4 or I hereof, or of Buyer's obligation to credit or pay Income to, or apply Income to the obligations of, Seller pursuant to Paragraph 5 hereof Required Disclosure for Transactions in which the Seller Retains Custody of the Purchased Securities Seller is not permitted to substitute other securities for those subject to this Agreement and therefor¢ must keep Buyer's securities segregated at all times, unless in this Agreement Buyer grants Seller the right to substitute other securities If Buyer grants the right to substitute, this means tliat Buyer's securities will likely be commingled with Seller s own securities during the trading day Buyer is advised that, daring any trading day that Buyer's securities are commingled with Seller's securities, they [may]" be subject to hens granted by Seller to third parties'" and may be used by Seller for deliveries on other securities transactions Whenever the secunues are commingled, Seller's ability to resegregate substitute securities for Buyer will be subject to Seller's ability t satisfy [any]"" hen or to obtain substitute securities " Language to be used under 17 C P R Sec.403 4(e) if Seller is a government securities broker or dealer other than a financial institution «« Language to be used under 17 C F R Sec 403 5(d) if Seller is a financial institution 9 Substitution (a) Seller may, subject to agreement with and acceptance by Buyer, substitute other Securities for any Purchased Securities Such substitution shall be made by transfer to Buyer of such other Securities and transfer to Seller of such Purchased Securities After substitution, the substituted Securities shall be deemed to be Purchased Securities (b) In Transactions in which the Seller retains custody of Purchased Securities, the parties expressly agree that Buyer shall be deemed, for purposes of subparagraph (a) of this Paragraph, to have agreed to and accepted in this Agreement substitution by Seller of other Securities of Purchased Securities, provided, however, that such other Securities shall have a Market Value at least equal to the Market Value of the Purchased Securities for which they are substituted 10 Representations Each of Buyer and Seller represents and warrants to the other that (t) it is duly authorized to execute and deliver this Agreement, to enter into the Transactions contemplated hereunder and to perform its obligations hereunder and has taken all necessary action to authorize such execution, delivery and performance, (u) itwill engage in suchTransactions as principal (or, if agreed in writing in advance of any Transaction by the other party hereto, as agent for a disclosed principal), (tit) the person signing this Agreement on its behalf is duly authorized to do so on its behalf (or on behalf of any such disclosed principal), (tv) it has obtained all authorizations of any governmental body required in connection with this Agreement and the Transactions hereunder and such authorization s are in full force and effect and (v) the execution, delivery and performance of this Agreement and the Transactions hereunder will not violate any law, ordinance, charter, by-law or rule applicable to it or any agreement by which it is bound or by which any of its assets are affected On the Purchase Date for any Transaction Buyer and Seller shall each be deemed to repeat all the foregoing representations made by it 11 Event of Default In the event that (i) Seller fails to repurchase or Buyer fails to transfer Purchased Securities upon the applicable Repurchase Date, (it) Seller or Buyer fails, after one business day's notice, to comply with Paragraph 4 hereof, — (tit) Buyer fails to comply with Paragraph 5 hereof, (iv) an Act of Insolvency occurs with respect to Seller or Buyer, (v) any representation made by Seller or Buyer shall have been incorrect or untrue in any material respect when made or repeated or deemed to have been made or repeated, or (vi) Seller or Buyer shall admit to the other its inability to, or its intention not to, perform any of its obligations hereunder (each an "Event of Default") (a) At the option of the nondefaulting party, exercised by written notice to the defaulting party (which option shall be deemed to have been exercised, even if no notice is given, immediately upon the occurrence of an Act of Insolvency), the Repurchase Date for each Transaction hereunder shall be deemed immediately to occur (b) In all Transactions in which the defaulting party is acting as Seller, if the nondefaulting party exercises or is deemed to have exercised the option referred to in subparagraph (a) of this Paragraph, (i) the defaulting party's obligations hereunder to repurchase all Purchased Securities in such Transactions shall thereupon become immediately due and payable, (u) to the extent permitted by applicable law, the Repurchase Price with respect to each such Transaction shall be increased by the aggregate amount obtained by daily application of (x) the greater of the Pricing Rate for such Transaction or the Prime Rate to (y) the Repurchase Price for such Transaction as of the Repurchase Date as determined pursuant to subparagraph (a) of this Paragraph (decreased as of any day by (A) any amounts retained by the nondefaulting party with respect to such Repurchase Price pursuant to clause (in) of this subparagraph, (B) any proceeds from the sale of Purchased Securities pursuant to subparagraph, (d)(i) of this Paragraph, and (C) any amounts credited to the account of the defaulting party pursuant to subparagraph (e) of this Paragraph) on a 360 day per year basis for the actual number of days during the period from and including the date of the Event of Default giving rise to such option to but excluding the date of payment of the Repurchase Price as so increased, (in) all Income paid after such exercise or deemed exercise shall be retained by the nondefaulting party and applied to the aggregate unpaid Repurchase Prices owed by the defaulting party and (tv) the defaulting party shall immediately deliver to the nondefaulttng party any Purchased Securities subject to such Transactions then in the defaulting party's possession (c) In all Transactions in which the defaulting party is acting as Buyer, upon tender by the nondefaulttng party of payment of the aggregate Repurchase Prices for all such Transactions, the defaulting parry's right, title and interest in all Purchased Securities subject to such Transactions shall be deemed transferred to the nondefaulttng party, and the defaulting party shall deliver all such Purchased Securities to the nondefaultmg party (d) After one business day's notice to the defaulting party (which notice need no be given if an Act of Insolvency shall have occurred, and which may be the notice given under subparagraph (a) of this Paragraph or the notice referred to in clause (it) of the first sentence of this Paragraph), the nondefaulttng party may (i) as to Transactions in which the defaulting party is acting as Seller, (A) immediately sell, in a recognized market at such price or prices as the nonndefaulting party may reasonably deem satisfactory, any or all Purchased Securities subject to such Transactions and apply the proceeds thereof to the aggregate unpaid Repurchase Prices and any other amounts owing by the defaulting party hereunder or (B) in its sole discretion elect, in lieu of selling all or a portion of such Purchased Securities, to give the defaulting party credit for such Purchased Securities in an amount equal to the price therefor on such date, obtained from a generally recognized source or the most recent closing bid quotation from such a source, against the aggregate unpaid Repurchase Prices and any — other amounts owing by the defaulting party hereunder, and (it) as to Transactions in which the defaulting party is acting as Buyer, (A) purchase securities ("Replacement Securities") of the same class and amount as any Purchased Securities that are not delivered by the defaulting party to the nondefaulting party as required hereunder or (B) in its sole discretion elect, in lieu of purchasing Replacement Securities, to be deemed to have purchased Replacement Securities at the price therefor on such date, obtained from a generally recognized source of the most recent closing bid quotation from such a source (e) As to Transactions in which the defaulting party is acting as Buyer, the defaulting party shall be liable to the nondefaulting party (1) with respect to Purchased Securities (other than Additional Purchased Securities), for any excess of the price paid (or deemed paid) by the nondefaulting party for Replacement Securities therefor over the Repurchase Price for such Purchased Securities and (it) with respect to Additional Purchased Securities, for the price paid (or deemed paid) by the nondefaulting party for the Replacement Securities therefor In addition, the defaulting party shall be liable to the nondefaulting party for interest on such remaining liability with respect to each such purchase (or deemed purchase) of Replacement Securities from the date of such purchase (or deemed purchase) until paid in full by Buyer Such interest shall be at a rate equal to the greater of the Pricing Rate for such Transaction or the Prime Rate (f) For purposes of the Paragraph 11, the Repurchase Price for each Transaction hereunder in respect of which the defaulting party is acting as Buyer shall not increase above the amount of such Repurchase Price for such Transaction determined as of the date of the exercise or deemed exercise by the nondefaulting party of its option under subparagraph (a) of this paragraph (g) The defaulting party shall be liable to the nondefaulting party for the amount of all reasonable legal or other expenses incurred by the nondefaulting party in connection with or as a consequence of an Event of Default, together with interest thereon at a rate equal to the greater of the Pricing Rate for the relevant Transaction or the Prime Rate (h) The nondefaulting party shall have, in addition to its rights hereunder, any rights otherwise available to it under any other agreement or applicable law 12 Single Agreement Buyer and Seller acknowledge that, and have entered heremto and will enter into each Transaction hereunder in consideration of an in reliance upon the fact that, all Transactions hereunder constitute a single business and contractual relationship and have been made in consideration of each other Accordingly, each of Buyer and Seller agrees (1) to perform all of its obligations in respect of each Transaction hereunder, and that a default in the performance of any such obligations shall constitute a default by it in respect of all Transactions hereunder, (11) that each of them shall be entitled to set off claims and apply property held by them in respect of any Transaction against obligations owing to them in respect of any other Transactions hereunder and (in) that payments, deliveries and other transfers made by either of them in respect of any Transaction shall be deemed to have been made in consideration of payments, deliveries and other transfers in respect of any other Transactions hereunder, and the obligations to make any such payments, deliveries and other transfers may be applied against each other and netted 13 Notices and Other Communications Unless another address is specified in wntmg by the respective party to whom any notice or other communication is to be given hereunder, all such notices or communications shall be in writing or confirmed in writing and delivered at the respective addresses set forth in Annex 11 attached hereto 14 Entire Agreement, Severabdity This Agreement shall supersede any existing agreements between the parties containing general terms and conditions for repurchase Transactions Each provision and agreement herein shall be treated as separate and independent from any other provision or agreement herein and shall be enforceable notwithstanding the unenforceability of any such other provision or agreement 15 Non -assignability, Termination The rights and obligations of the parties under this Agreement and under any Transaction shall not be assigned by either party without the prior written consent of the other party Subject to the foregoing, this Agreement and any Transactions shall be binding upon and shall inure to the benefit of the parties and their respective successors and assigns This Agreement maybe cancelled by either party upon giving written notice to the other, except that this Agreement shall, notwithstanding such notice, remain applicable to any Transactions then outstanding 16 Governing Law This Agreement shall be governed by the laws of the State of New York without giving effect to the conflict of law principles thereof 17 No Waivers, Etc No express or implied waiver of any Event of Default by either party shall constitute a waiver of any other Event of Default and no exercise of any remedy hereunder by any party shall constitute a waiver of its right to exercise any other remedy hereunder No modification or waiver of any provision of this Agreement and no consent by any party to a departure herefrom shall be effective unless and until such shall be in writing and duly executed by both of the parties hereto Without limitation on any of the foregoing, the failure to give a notice pursuant to subparagraphs 4(a) or 4(b) hereof will not constitute a waiver of any right to do so at a later date 18 Use of Employee Plan Assets (a) If assets of an employee benefit plan subject to any provision of the Employee Retirement Income Security Act of 1974 ("ERISA") are intended to be used by either party hereto (the "Plan Party") in a Transaction, the Plan Party shall so notify the other party prior to the Transaction The Plan Party shall represent inwriting to the other party that the Transaction does not constitute aprolubited transactio under ERISA or is otherwise exempt therefrom, and the other party may proceed in reliance thereon but shall no be required so to proceed (b) Subject to the last sentence of subparagraph (a) of this Paragraph, any such _ Transaction shall proceed only if Seller furnishes or has furnished to Buyer its most recent available audited statement of its financial condition and its most recent subsequent unaudited statement of its financial condition (c) By entering into a Transaction pursuant to this Paragraph, Seller shall be deemed 19 Intent (i) to represent to Buyer that since the date of Seller's latest such financial statements, there has been no material adverse change in Seller's financial condition which Seller has not disclosed to Buyer, and (it) to agree to provide Buyer with future audited and unaudited statements of its financial condition as they are issued, so long as it is a Seller in any outstanding Transaction involving a Plan Party (a) The parties recognize that each Transaction is a "repurchase agreement" as that term is defined in Section 101 of Title 11 of the United States Code, as amended (except insofar as the type of Securities subject to such Transaction or the term of such Transaction would render such definition inapplicable), and a "securities contract" as that term is defined in Section 741 of Title 11 of the United States Code, as amended (b) It is understood that either parry's right to liquidate Securities delivered to it in connection with Transactions hereunder or to exercise any other remedies pursuant to Paragraph 11 hereof, is a contractual right to liquidate such Transaction as described in Sections 555 and 559 of Title 11 of the United States Code, as amended 20 Disclosure Relating to Certain Federal Protection The parties acknowledge that they have been advised that (a) in the case of Transactions in which one of the parties is a broker or dealer registered with the Securities and Exchange Cominission ("SEC") under Section 15 of the Securities Exchange Act of 1934 ("1934 Act"), the Securities Investor Protection Corporation has taken the position that the provisions of the Securities Investor Protection Act of 1970 ("SIPA') do not protect the other _ party with respect to any Transaction hereunder, (b) in the case of Transactions in which one of the parties is a government securities broker or a government securities dealer registered with the SEC under Section 15C of the 1934 Act, SIPA will not provide protection to the other party with respect to any Transaction hereunder, and (c) in the case of Transactions in which one of the parties is a financial institution, funds held by the financial institution pursuant to a Transaction hereunder are not a deposit and therefore are not insured by the Federal Deposit Insurance Corporation, the Federal Savings and Loan Insurance Corporation or the National Credit Union Share Insurance Fund, as applicable [Name of Party] BANK ONE, TEXAS, NA Title (Name of Party] (Other Name) M. Title Date Date ANNEX 1 Supplemental Terms and Conditions Paragraph 2(c) is amended to substitute "Purchase Price" for "Repurchase Price" in the last line thereof Paragraph 2(q) is amended to substitute "Purchase Price" for "Repurchase Price" in the last line thereof Paragraph 10(n) is amended to read (n) will engage in such transactions as principal, (or if agreed to m writing m advance of any transaction by the other party hereto, as agent for a principal who will be identified upon request) Paragiaph 16 is amended to read 16 Governing Law This Agreement shall be governed by the laws of the State of Texas Parties hereby agree that "Buyer's Margin Amount" (Paragraph 2(c)) and "Seller's Margin Amount" (Paragraph 2(q)) shall be 100 percent of the Purchase Price of any Transaction Parties hereby agree that Seller or Buyer may act as agent in any Transaction for a principal who will be identified upon request Annex II Names and Addresses for Communicat►ons Between Parties BANK ONE, TEXAS, NA P O Box 6655415 Dallas, Texas 75265 Attu Comphance Attachment C COLLATERAL FEES EXHIBIT where securities are held at Federal Home Loan Bank of Dallas as custodian 6 25 Basis Points on Bank One selected collateral 50 Basis Points on Public Fund selected collateral where securities are held by custodian other than Federal Home Loan Bank of Dallas 25 Basis Points on Bank One selected collateral 100 Basis Points on Public Fund selected collateral Fees will be charged based on market value of collateral as required by the Public Fund Fees will be based on actual number of days with 365 days in a year Attachment C COLLATERAL EXHIBIT U S Treasury Bills U S Treasury Notes U S Treasury Bonds Federal National Mortgage Association Agencies Federal Farm Credit Bank Agencies Federal Home Loan Bank Agencies Student Loan Marketing Association Agencies Federal Home Loan Mortgage Corporation Pools Federal National Mortgage Association Pools Government National Mortgage Association Pools Federal National Mortgage Association REMIC CMO's Federal Home Loan Mortgage Corporation REMIC CMO's Obligations of states, counties, cities and other political subdivisionsof the State of Texas having been rated'A' or better Bank One intends to select securities from this Collateral Exhibit. The collateral will be held at the Federal Home Loan Bank of Dallas as custodian. The collateral fees will be 6.2� Basis Points annually as described on the Collateral Fees exhibit. If Public Fund requests Bank One, Texas, N.A. either to (a) pledge securities (or categories thereof) selected by Public Fund or (b) deposit securities with any custodian other than the Federal Home Loan Bank of Dallas the collateral fees will be determined as described on the�Collateral Fees exhibit. All selections of securities or custodians are subject to the approval of Bank One, Texas, N.A , which approval shall not be unreasonably withheld. Attachment D FEDERAL HOME LOAN BANK OF DALLAS CUSTODIAL SERVICES TERMS AND CONDITIONS These Custodial Services Terms and conditions ("Terms and Conditions") govern all future custodial services between Bank One, Texas, N A ("Customer") and Depositor, as defined herein, and the Federal Home Loan Bank of Dallas ("Bank"), with offices at 5605 N MacArthur, Irving, Texas 75038, mailing address Attention Member Safekeeping Department, P O Box 619026, Dallas/Fort North, Texas 75261-9026 ARTICLE ONE CUSTODIAL ENGAGEMENT Section 1 1 Definitions "Confirm" means a document substantially in the form of Exhibit A which sets forth the terms of the Custodial Agreement and establishes the specific collateral to be delivered to Bank by Customer for the benefit of Depositor "Custodial Agreement" means an agreement between Bank, Customer and Depositor to have Customer deliver to Bank for the benefit of Depositor certain collateral as outlined in the confirm Such agreement is evidenced by a signed Confirm which incorporates the Terms and Conditions contained herein "Depositor" means any institution, corporation, municipality, federal or State Agency or instrumentality authorized to enter into Custodial Agreement and who enters into a Custodial Agreement with Customer and Bank "Customer" means Bank One, Texas, N A who has entered into a "Safekeeping Agreement" with the Bank and who pledges collateral to Depositor in a Custodial Agreement Section 1 2 PERFECTION OF SECURITY INTEREST BY DEPOSITOR Depositor is solely responsible for perfecting its security interest in the Collateral Section 1 3 PROVISIONAL PLEDGE To the extent that Customer requests in writing, that the Bank provisionally segregate specified collateral held in a safekeeping account with the Bank to be pledged to Depositor, these Terms and Conditions shall govern such provisional pledge Section 1 4 AUTHORIZATION OF CUSTODIAL SERVICES Customer and Depositor allthorize the Bank to act as custodian of Collateral transferred to it pursuant to the Confirm in accordance with the rights and duties contained in these Terms and Conditions and to safekeep such Collateral subject to the terms and conditions of the Securities Safekeeping Agreement executed by Customer and the Bank The Bank shall be compensated for its services in connection with the Custodial Agreement by the Customer in accordance with the published fee schedule in effect on the date the Confirm is signed All charges by the Bank for the handling and safekeeping of Collateral pursuant to the Custodial Agreement shall be paid by Customer ARTICLE TWO RIGHTS AND DUTIES OF CUSTOMER Section 2 1 OWNERSHIP OF THE COLLATERAL Customer shall be the owner of all Collateral, and all income derived therefrom, when transferred to the Bank under the Custodial Agreement as evidenced from the Confirm from time to time and the Bank is acting as custodian of Customer on behalf of Depositor in accordance with a Custodial Agreement Section 2 2 CUSTOMER'S RESERVATION OF RIGHTS IN THE COLLATERAL Upon transfer of Collateral by Customer to Depositor or to the Bank on behalf of Depositor, Customer shall reserve the following rights in the Collateral, unless otherwise agreed to in writing between Customer and Depositor a The right to receive prepayments of principal from mortgage - backed securities and all income from the Collateral, b The right to control the management, administration, and supervision of the Collateral in accordance with these Terms and Conditions and the Securities Safekeeping Agreement,and Section 2 3 ADDITIONS OF COLLATERAL Customer may transfer to the Bank additional eligible Collateral acceptable to Depositor Upon transfer to the Bank of such additional Collateral, the Bank will send Customer and Depositor a receipt identifying the additional Collateral Section 2 4 SUBSTITUTIONS OF COLLATERAL In the event Customer requests, in writing, the Bank shall release to Customer any of the Collateral upon receipt of other Collateral in substitution thereof on written authorization received from the Depositor When substitution is made, the Bank promptly shall cause a receipt describing both the Collateral substituted and that released to be mailed to Customer, with a copy to Depositor Upon such substitution, all rights and obligations of Customer and the Bank and Depositor under the Custodial Agreement, including the grant of a security interest in such Collateral in favor of Depositor as set forth in the Confirm, shall automatically apply to all substituted Collateral Section 2 5 INDEMNITY OF THE BANK Customer shall reimburse, indemnify and hold harmless the Bank from and against claims of third parties, Depositor, or from any taxes or other governmental charges, and any expenses related thereto, which may be imposed or assessed in respect to the custodial services performed pursuant to the Custodial Agreement except to the extent same results from the gross negligence or wilful misconduct of the Bank Customer further agrees that the Bank shall be entitled to make claim for and to receive from the value of the Collateral pledged hereunder all funds due to�the Bank from Customer pursuant to the indemnity granted by the paragraph and all of the costs and expenses, including without limitation, attorney's foes arising out of or in any way connected with an action in the nature of an interpleader Such claims by the Bank shall have priority status (subject to any claims of Depositor) among the claims asserted against the Collateral Customer shall further reimburse, indemnify and hold harmless the Bank from and against claims, costs, liabilities, expenses, losses and damages, except those caused by the wilful misconduct or gross negligence of the Bank, resulting from the exercise by the Bank of any authority or power granted to it hereunder ARTICLE THREE RIGHTS AND DUTIES OF THE BANK Section 3 1 PRINCIPAL PAYMENTS ON COLLATERAL The proceeds of any payments for any redemptions of securities upon receipt by Bank of a release of collateral, or of any principal payments made on Collateral except prepayments of principal on mortgage/backed securities, shall be wired to Customer on each payment date Section 3 2 COLLECTION OF INCOME ON COLLATERAL The Bank shall collect any interest, dividends, prepayments of principal on mortgage -backed securities, or other income from the Collateral in accordance with the Securities Safekeeping Agreement executed by Customer and the Bank Section 3 3 RESPONSIBILITY OF THE BANK the Bank, its officers, agents, and employees shall not be liable for errors of judgment either in holding Collateral initially delivered to it or in acquiring and afterwards holding additional Collateral as instructed by Customer, nor for any loss arising out of any investment, nor for any depreciation in the value of any Collateral held by the Bank pursuant to this Agreement, nor for any act, or omission to act, performed or omitted by the Bank, its officers, employees, or agents, in the execution of this custodianship in good faith The Bank shall be responsible for the safekeeping of any Collateral held by it pursuant to these Terms and Conditions, except that it shall not be liable or responsible for any act or omission to act of any broker or similar agent employed by the Bank to effect a transaction on Customer's behalf, or for the financial solvency of any such broker or agent, so long as the Bank exercises the same care in selecting such broker or agent as the Bank employs in handling similar transactions involving its own property In no event shall the Bank be liable to Customer or Depositor for any special, consequential, incidental, or punitive damages Section 3 4 DUTIES OF THE BANK The Bank shall have the following duties respecting Collateral held by it a The duties to take possession of and safekeep all Collateral transferred or assigned to the Bank by Customer on behalf of Depositor, b The duty to exercise reasonable skill and care when dealing with the Collateral the standard of skill and care exercisable by the Bank shall be the same as that employed by the Bank in dealing with similar transactions involving property of a similar type to the collateral for the Bank's own account Section 3 5 LIMITATION ON SCOPE OF THE BANK'S DUTIES Depositor acknowledges that a The Bank will not make, and has no duty to make, any inquiry into the value or marketability of the Collateral and shall not be responsible for determining whether the value of the Collateral is sufficient to fully collateralize Customer's obligation to Depositor b The Bank shall not record any assignments, file any financing statements with respect to any security interest referred to herein, or take any other action to perfect any such security interest, c Neither the Bank nor any of its officers have made any representations, given any assurances, or expressed any opinions to Depositor as to the effectiveness of any of the procedures and rights herein provided in any situations, including but not limited to a case where Customer is placed in receivership or is liquidated, and d The Bank is under no duty to supervise the investment of , or to advise or make any recommendation to, Depositor or Customer with respect to the sale or other disposition of any Collateral at any time ARTICLE FOUR GENERAL PROVISIONS Section 4 1 INCORPORATED DOCUMENTS Except to the extent inconsistent herewith, the Securities Safekeeping Agreement, and all future documents distributed by the Bank and related to the sub]ect matter hereof shall apply to the Custodial Agreement as evidenced by the Confirm as between Customer and the Bank as though set forth expressly therein Section 4 2 SUCCESSORS AND ASSIGNS The Custodial Agreement as evidenced by the Confirm shall inure to the benefit of and shall be binding upon the Bank, Customer and Depositor and their respective successors and assigns Section 4 3 CONSULTATION WITH ATTORNEYS The Bank shall be entitled to employ and consult with counsel of its choosing at the expense of Customer and shall be entitled to act on advice of such counsel Section 4 4 ADDRESS FOR NOTICE All notices to be provided hereunder shall be mailed or provided to the parties hereto at their addresses set forth in the confirm Section 4 5 AMENDMENT OF THIS AGREEMENT The Custodial Agreement may be amended at any time by written agreement signed by all parties thereto Section 4 6 COUNTERPARTS AND EXECUTION The Confirm may be executed in any number of counterparts, all of which taken together shall constitute one instrument and any of the parties hereto may execute the Confirm by signing any of such counterparts By executing the Confirm, the parties acknowledge receipt of these Terms and Conditions ARTICLE FIVE TERMINATION Section 5 1 RESIGNATION OF CUSTODIAN The Bank may resign at any time upon five (5) business days written notice to Customer Upon receipt of such written notice, the Customer shall promptly locate and appoint a successor custodian and the Bank shall transfer all collateral held by it to such successor custodian If Customer does not locate and appoint a successor custodian within thirty (30) business days of delivery of notice of resignation from the Bank, the Bank may transfer its custodial duties to a successor chosen by it and shall have no further obligations or responsibilities hereunder The obligations of Customer and Depositor to the Bank pursuant to this Agreement shall be deemed to survive any termination of the Custodial Agreement and any removal or resignation of the Bank Section 5 2 DEFAULT BY MEMBER If the Bank receives from Depositor written notice ("Default Notice") of Customer's failure to pay when due, perform under the terms of any agreement between Customer and Depositor secured by the collateral, or perform under the terms of the Custodial Agreement ("Default"), which failure shall be specified in detail, then and notwithstanding any defense, claim, or objection that Customer may have to the contrary, the Bank shall act as the exclusive agent of the Depositor for the purpose of delivering, with prior written notice to Customer, such part or all of the Collateral to the Depositor or its nominee as directed in writing by the Depositor Depositor shall be entitled to retain only that portion of the Collateral having a value equal to the amount of principal and interest that Customer failed to pay at maturity, and Depositor shall promptly execute any releases, assignments, quitclaims, or other documents necessary or desirable to effect a release of Depositor's interest in the remaining portion of the Collateral Section 5 3 SATISFACTION Upon satisfaction of the Security Agreement between Customer and Depositor, Depositor shall promptly notify the Bank in writing of such satisfaction Such notice shall be given by Depositor in the form of Exhibit B, which exhibit is attached hereto and incorporated herein by reference Immediately after receipt of notice by Depositor, the Bank shall deliver the Collateral, together with any necessary assignment(s), to Customer, and the Bank shall have no further obligations under the Custodial Agreement Section 5 4 TERMINATION OF THE CUSTODIAL AGREEMENT The Custodial Agreement shall terminate upon the earlier of the following (1) thirty days from the date that Customer notifies the bank of the termination of the Agreement and delivers the consent of Depositor to such termination and transfer of the collateral, or (11) when the Bank no longer holds the Collateral identified in a Confirm and pledged to Depositor pursuant to these Terms and Conditions These Terms and Conditions are effective as of licustomer" Bank One, Texas, N A By By "Depositor" , 19_ "Bank" Federal Home Loan Bank of Dallas Lo Title _ Title Title A FEDCRAI HOML LOAN BANkOf DAIIAS Federal Home Loan Bank -Dallas 5605 N MacArthur Blvd Irving TX 75030 etui nable sole custody receipt for and on behalf of Custody Receipt Bank One Greenville Public Entity Name Attn Judy Guyton 1717 Main Street, LL1 Dallas TX 75201 Customer No 6500015 Par/Shares Security Description e 1 952 078 0000 FHLMC 182128 790 673 9700 Receipt No Tax -ID 12001082 752270994 Dated Acquired 08/25/92 06/12/92 Cusip Number 3134ONLH4 Maturity Rate issued 12/01/2007 800000 04/01/1983 Interest Schedule Monthly on Day 1 (Payment delay of 45 days ) 1 952 078 00 PLEDGED to aceipt issued for Public Entity Name SPECIMAN NON NEGOTIABLE on 08/12/1992 AUTHORIZATION TO RELEASE SECURITIES CUSTODIAN BANK Federal Home Loan Bank, Dallas, Texas DEPOSITORY BANK/CUSTOMER Bank One, Texas, NA Pledgee/Depositor You are hereby authorized to allow the release of the securities described below upon request from the above named Depository Bank/Customer Safekeeping Custody Receipt Account No. Number(sl Bank One. Texas. N.A. Name of Depository/Customer Authorized Signature Date 2752 Security Description Par Amount of Cusio Numbe Securitle Date Name of Pledgee Depositor Authorized Signature BANK ONE, TEXAS, NA Amount of Paid —up Capital Stock $64,000 000 Permanent Surplus $935,699,000 Undivided Profits and Capital Reserves $309,002,000 Total Stockholder's Equity $1,308,701,000 as of March 31, 1993 Current Bank Credit Rating By Moody's AA3/P1 (Long Term/Short Tenn) Standard & Poors AA/A-1+ (Long Term/Short Tenn) SECURITIES LENDING PROGRAM Purpose of the Program To provide enhanced revenue opportunities for fixed - income securities history of the Program Bank One. Indianapolis. N.A. has been providing securities lending for Public Funds, Insurance Companies, Custodial Accounts and Financial Institutions since 1981 Current Asset Value Averages % Loan on a Day -to -Day Basis Why Loan Securities What is a Securities Loan Advantages to Client For Additional Information Market value of eligible accounts, $5 billion Government secunties 69 % Broker borrowers need secunties daily to meet current sale obligations to make good delivery to a purchaser or to provide securities for an arbitrage transactions A securities loan is simply securities temporarily Iends for 102% collateral t method where an owner of securities to a broker in return -- To gam extra income that would otherwise be lost — No disruption to present investment management of the bond portfolio An automated secunti;s lending system provides a monthly record of all lending activities -- Experienced staff of lending professionals -- Bank One. Indianapolis. N.A.' s established contacts with the brokerage community provide a high average daily loan ratio Please call Joe Benson of Banc One Investment Advisors Corporation at 1-800-888-0107 or (817) 884-5021 Attachment A permanent STATE OF TEXAS ' COUNTY Of ARTICLE I DEPOSITORY CONTRACT FOR FUNDS OF INDEPENDENT SCHOOL DISTRICTS UNDER THE SC1400L DEPOSITORY ACT AS AMENDED 1092 1093 BIENNIUM County Outbid Number Bank Routing Number h.'somfter rolened 10 as Iha Condition` located at Name .1 Depository BanN County Stets of Texas being either a stele bank eulhriied and regulated by the Bank Address City Zip Code Name of County ing Doparlormt Sell Support and Administration Act of a national bank authorised and regulated by Parietal law located Isi the Stele of Tezat end the OTexas of which are Insured by the Pectoral Deposit Insurance Corporation was duly selected in accordance with the Schooll Depositary Act (Se ct nand nl School District Education Code) by find Board of Trustees Of the Name of District ,led in_—_— —County Texas hereinafter retailed to as the ISO to serve as the DePoaaory for in the avail of he bits as claimed in the Name Of County School Depository Act es one of the Delulsilofms) of the school funds of the ISO exceptatethose school funds as duly t ke law to be deposited or invested of pursuant unless snner terminated by Oeposltory a failure to adhere at the sole discretion of the Board of Trustees of the ISO The action of Iha Board of Trustees of the ISO was duly taken and Ina Depository la to carve pursuan to this contract for a period of two years beginning September 1 19_ and artirry August gl 19._ J 19_ Depository s to all requirements of the School Depository Act and of this contract Said action was a result of bids opened on bids submitted to the ISD being the bast or equal to the bast bid selected from number submitted ARTICLE II of which iohl bid is attached berOCY et anddmade a pan hareo(rby rdon eference eThis Contractfedby tii� bled to thesubstantiallySc col in the aDepos Depositary Act set forth rm pte,cirbod by the Cin 23 hool D 1st Iseq Act a copy of the Texas Education Code and any amendments therolo and to any and all ads of the Taxes lagislalura which ailed public monbs held by the ISO during the term of this contract ARTICLE III Od of such corporals If the Depository elected to file with ilia ISO a corporate surety bond in an Initial amount equal to the Contract Ithen edfully exlul lecmed Of ISO tuns a arm n by the Board of Trustees of the ISO to be on deposit with Depositary during the term of this Oy th ry surely bond b the salami of $ in the form and conditioned as required by the School Depository day Act is attached herald and made a pan lusher that the initial amount of ilia corporate surety bond may rise or fall from day to day an long u all deposits of ISO are hereof by reference provided lolly and wholly protected II the Depository did full elect to make the corporate surety bond in the amount and as referred to in A above then the Depository shah have the option of I from day today during the term of this contract prow dad that e their depositing or pledging with the O strict or with a trustee designated by ins Dislnct approved secunues es.�efinad m Me School Depository ry d n an amount at market value sufficient to adequately protect the funds of the ISO y l deposit aw and ate A or dry (1) the valuepledged saedrfai s shall be anytimby Pie SD Securities a eeoeand aul with standards acceptabledto the Telxas EducationaAgency agency and shall h in a total market nce (2) the pledge of approved securities shall be waived only to the extent of the exact dollar amount of Federal Deposit Insurance Capin refecInkstion insurance ca pmmd on for the funds of the ISO on deposit with the Depository from day to day and in the event of any termination of such insurance proladion line contract shall immediately become void except as provided in (e) hereinafter 1I (7) the CI all conditions Of the Texas pledge loathe Depository or the nto the SO no latrities required by this Contract are that the I e than tthan the banking day next folcwrng he day of the Depositoryhs lt presentation all checks or drafts drawn on receipt 0f such Warrants and for lends Ito the rep Depositary yenicelly the district shell receive credit on the effective settlement dale that the Depository she rceiptfaithfully perform all duties and obligedona devolving upon the Depository by law and this can pay upon p ono upon maturity or after the any su of erotica epos red order of the Board perform all vies and lealftia Inaccordance of cdmfIf cets uchin,depduly sit I the entered accofdrng e D to he law po Texas pay upon demo period o demand flu fed of the ISO In the Depositary pay Y and faithfully keep account for as required by law and Wild pay over at maturity a on demand as the ISO may sad 10 any successor depositary all balances of funds of the ISO then on deposit with the Depository (a) the pledge of approved aecurh ss required by this contract shall be a continuing Pledge feat rig only upon later of the terminahn of Ilns o the fulfillment by the Depository of all of He duties and obligations arising out of this conuad aria a continuing security aiteresl in laver of thea ISO SD shell anaa have the right with attach Immediately upon any such pledge to all proceeds of solo and to all arysubstitutionsbrrsplecemems and exchanges of aucn tecurhiee end f no even shall such continuing security Interest be voidod by any act of ilia Depository but Mlvny and all of 11he approve the foregoing rig the Depository the C0Os@IVt Of approved securities piovtpedOh,3o and hat all of the other c nditioie Off replace n$ of this cone cl a e Wheals to the Depositoryandpledged pledge Shen be In addition toall other remedies available in law to the ISO 15) the District new in eallowed llo elby se the Depositary Cats 01 d has 1 alters the ending dale 01 (his COcates of dopes I which contract0, 0 strict ct shall be allowled tw mdfaw his contract ertifiicated oever the f deposit may apply upon the ending dale al this centred withouttIS loss of accrued interest of onnaCc. lance by To as Educal on Agency of lbe contract and Ili b d auod ad (6) this contract shall become bind rig upon No ISO and Ili° Oepoa idly only up° P the bank holding hoa10 (7) Ili° Depository shall immedmlelY WrniSh or cause 10 be lumuhpd to Ili° ISO ougmei sad valid safekeeping 01 bust receipts issue as re b red old a d dg o. Iho approved secunhs PledgedOur ot Dislnclliprovde description rd, Oct of secu ed by the a os being kpledged and evidence lifelace to show pledge Se<uallea ofu®c asofnlowneco pis and DoPaSnory shall upo hiocop as of all such rota IMa and ptrotcop dance w Ih (1) above and the ISO shall Promptly fumist all oKocuted when capes old s conuad p to subs) lutana and odd Iran' and w men not co of del at 0 the Texas made tEeucmion Agency d , Texas i add late Add 1 O via n W teem B T a s Bu Id q 1701 N Congress Avenue Austin Texas 76701 lof acceptance Y lute 10 as secu I as plunged Bred la sake mined aid possess on (a) upon anyffosing of lmlum of Oepos Ion`by and the ISO �1 to Ili s doPos Tory contract t1 all be doomed to h vested in end 10 h need an.Ilh ISO dine Ipossoss onh oei is SO d the Depas lory of �ind to sell any and all of sucl pledged socmil es Mich., I I sal°keop q C It the Depository elects 10 give both a 001POrel4 surely bond and t0 Pledge approved sactrrillea such corporate surety bond and Pledged x Or0ved aacurnlles shall be In an aggregate amount which together ,in applicable Federal Oep sed Insurance Corporalbn Insurance shall adequately protect the total amount of ISO funds on deposit with Depository from day to day The Provisions of A above permitting the amount of the corporate surety, bond to Plea Or, fall from day to day and all or the provisions or B above relating to the amount all conditions of pledge of approved secuMlee Including but not limited to substitution and condlllane of Pledge shall apply to the sledlon permuted by this paragraph C ARTICLE IV On the execution date of this Depository Contract the depository bank agrees to cover by corporals surety bond andlor pledge of approved securities an amount that is equal to funds anticipated to be on deposit from day to day which Is estimated not to exceed Dollars (f ) and warrants that the initial total corporate surety bond and securities In safekeeping and trust for the projection of the funds (including FDIC coverage) of the ISO in the hands of the Depository is as follows Corporate Surety Bond Market Value of Securities Pledged FDIC Insurance (Regular/Demand( FDIC Insurance (Int f Sinking) FDIC Insurance (Time f Savings) Total Initial Secured Amount f f IBO OOb) S10000,01 f (Maximum $1000001 s ARTICLE V Subsequent 10 the execution date of this contract should the amount of deposit exceed that which is initially covered by corporate surety bond pledged approved securities and FDIC insurance said amount will be Increased and photocopies of the safekeeping recalpts of the additional scones andlor Increased corporate surety bond will be provided in accordance with the Texas Education Code and Texas Education Agency rules ARTICLE VI This contrail nit executed by the ISO and the Depository In three copies all of which shall be deemed originals TO BE COMPLETED BY BANK 111111111111 Transit Routing Number (Must be 9 digits) ` AGREED AND ACCEPTED on behalf of Depository this AGREED AND ACCEPTED on banal( of ISO this A T T E S T STATE OF TEXAS COUNTY OF Type of Account (Check One) _Checking (22) _Savings (32) Typed Name of Depository Signature of Aulhonzed Officer Title of Authorized Officer Account Number (Up to 13 digits) Signature of President of School Board Signature of Secretary of School Board ACKNOWLEDGMENT 19_ 19 Before me the undersigned authority In and for said county and state on this day personally appeared known to me to be the person whose name is subscribed Io the foregoing instrument on behalf of the Depository named therein and known to me to be an officer authorized to execule the foregoing instrument on behalf of said depository and acknowledged to me that ($)he executed the same as the ad and dead of said Depository for the purpose therein expressed and in the capacity therein staled Given under my hand and seal of office this the (SEAL) day of Notary Publ c in and for County Texas My Commue on E p ref 19___ ACCEPTED AND FILED AT TEXAS EOUCATION AGENCY AUSTIN TEXAS The Aud I Di 3 0 LLIO V OMM�OO V100 <hMOOJ VI '°� NORM VIO �DN VI �O MYNO O� N,^ ��wz � OV1toNo .y O�U V100�M W�pp yNyN `V10NOh ^^ ¢O �y� KK WM�ON�ON VNINMV�OM oM w u "'aNOOJMI� V�p�MO�D � Oo aV w t� Vaa�OV OMOOOOOM�V10000 vmv O0 O00� M�Mpopop aO pop pnp��µO0µ pG0 r�.MiO<-hr t+�INNOVI�N�^ � uLL� N Vl z .y NF z B z �H uo 6Ozz s Q� dad�g�F m V M W W U m N^ m Q U O 00 OR O E K CA1 � rh 8 � � V � F o da aa�z�, dwOouLLaj����, ��+20oz aoz r o u u u z Cz �° w z« wreox►ems►ixoaooeN�- t�qW Qma W^ a a�3 ywy O N A O'p '�yqy eO pV O C CLp: .�Oy. DLO a❑❑; yo `�y by �,�� `�yA �auyi y4yo�gy�; n���p �i� 5-+ 0 7 uoio Ae pYpii � 'a w � � N Oq Ap Fn �qq �p � V G� Appp 'pO'� p a 5abaj'«'�0 �,�� 'O a'�'�''�J t'qd .']•«�01w+�,o v C 'd MIS Qa7muor, �r .?Pa ate row° 3= I H► E, Sae o Sr m IN C Z I11�. a _a -c LORI aff OF DENTON COMMERCIAL CHECKING Service Information Service Benefits ► Bank One's Commercial Checking Account provides unlimited transaction privileges at competitive price; ► City of Denton receives an attractive Earnings Credit based upon the average collected funds to the account and the Bank One, Texas, N A. 30-day Jumbo CD rate, effectively offsetting the cost of the account plus other cash management services (e g , Account Reconciliation, Lock Box, etc) ► A monthly debit to the account - after sufficient time to review the Account Analysis - is Bank One's preferred method of payment ► Bank One allows the flexibility to pay for services with either "hard" dollar or compensating balances methods, applying the same Commercial Services Fee schedule to both ► The Account Analysts statement lists the services used in an unbundled format and important balance information, featuring a convenient way for you to keep track of usage and volumes ► Items deposited into a Commercial Checking Account receive timely processing and collection, offering optional accelerated availability schedules to enhance the availability of funds Proven Performance ► Bank One's full -service Commercial Checking Account satisfies the complex checking and cash management needs of thousands of customers ► The flexible software and aggressive availability schedules maximize your use of the account Over 47,000 Corporate Customers use their Account Ss statements to review volume and monthly actl Page 1 MY Off' DEN't'()N ACCOUNT RECONCILIATION Service Information Service Benefits ► Bank One's Account Reconciliation service provides more efficient account balancing, enhancing the control over checks written and items deposited The timely sorting of checks and distribution of reports features enhanced audit controls, offering the opportunity to detect potential errors earlier ► The service rmmmizes City of Denton's administrative burdens, reconciling either checks written, multiple -location deposits, or both ► Safekeeping services are available for high volume accounts, Bank One will provide the actual check imaging information serial sorted on microfiche ► Computer automation further increases the control, electronically supplying you with paid check information in the form of magnetic tapes or data transmissions ► Deposit Reconciliations provide sorting of deposits on a location -by location basis, assisting in the segregation of funds and balancing of accounts ► Reconciliation information may be delivered to City of Denton on hardcopy reports, Magnetic Tape, Diskette or Data Transmission ► Bank One offers Account Reconciliation services from the simple task of putting checks in numerical order to the more sophisticated full reconciliation, where you send Bank One the checks you have issued during the month and we reconcile that to the checks we have paid during the month Proven Performance ► Bank One performs numerous reconciliations for customers writing 200 or more checks per month Tho ed Bank flexible No Wndle he complex requests cof customers staff mers Page 6 tm of j)E NTON BALANCE REPORTING Service Information Service Benefits ► Bank One's Balance Reporting service provides City of Denton with a variety of electronic information options, delivering the precise account balance and activity data required to make time -critical decisions ► Access to account balance and activity information increases opportunities to invest funds while avoiding potential overdrafts ► The tracking of account information over a period of time enhances the accuracy of cash forecasting and strengthens audit controls ► Bank One Corporate Access offers information on variety of Cash Management services including Current Day Credit and Float figures on Lock Box, or Controlled Disbursement Totals, or Detail information on Lock Box items received including invoice number, payee, dollar amount per item Proven 1 Performance ► Bank One provides daily information to hundreds of satisfied customers ► The flexible standard and custom report formats satisfy even the most demanding customer requirements Information Closing Ledger Balance Available Closing Collected Balance • Month -to -Date Average Collected Balance • One Day Float • Two Day Float • Total Dollar Amount of All Credits • Total Number of Credits • Total Dollar Amount of All Debits • Total Number of Debits • Individual Deposits • Individual Checks Paid • Individual Outgoing Money Transfer • Individual Incoming Money Transfer • Individual Zero Balance Account Credit • Individual Zero Balance Account Debit Page 7 MY OF DRNTON AUTOMATED CLEARINGHOUSE (ACH) Service Information Service Benefits ► Bank One's flexible ACH system provides the City of Denton with innovative transaction initiation and receipt processing ► Security and authentication procedures include verification of file trailer record totals checking for valid file identification, information, duplicate fields, processing dates, and dollar value ► Timely ACH transactions avoid the high cost of Wire Transfers ► Deliver of data through transmission, magnetic tape, or diskette provides a variety of compatible options for processing ► ACH simplifies the payment process for your customers, allowing your company the control of initiating payments from their accounts ► Cash Concentration offers your company the ability to move funds from outlying locations or "field banks" to your main depository, eliminating excessive balances and enhancing cash control ► Bank One has operated a Amdahl 5890 to process ACH transactions for three years, the software PEP+ has been installed for three and one-half years Proven Performance ► Bank One's ACH Department electronically processes 19 million in interbank debit and credit transactions monthly for a variety of small- to large -sized companies ► Each month Bank One successfully moves over $8 billion dollars in payroll and debit transactions ► Bank One's staff constantly updates software, procedures, and training to coincide with the growing ACH volume, technological advances, and customers' 4000 Page 8 0 41' UEMN DIRECT PAYROLL DEPOSIT (DPD) Service Information Service Benefits ► ACH provides the ability to offer Direct Payroll Deposit services, a unique benefit for both the employee and the employer ► Direct Deposit allows employee's paychecks to be electronically deposited into their account automatically on payday ► Bank One may accept payroll information direct from your company through main-frame to main- frame transmission, or magnetic tape, or diskette, or through a third -party payroll processor, i e , ADP ► Direct Deposit allows your company precise control over payroll deposits further enhancing cash forecasting ► Payroll accounts are transfer is a singular Deposit Payroll file easier to reconcile since the total of the entire Direct ► Bank One's Disaster Recovery Contingency Plan includes the following features • Pre -designated alternate processing facility • Off -sight storage of back-up files • Off -sight storage of supplies ready to transfer to the designated alternate processing facility Proven Performance ► Bank One's ACH Department electronically processes 19 million in interbank debit and credit transactions monthly for a variety of small- to large -sized companies ► Each month Bank One successfully moves over $8 billion dollars in payroll and debit transactions ► Bank One's vaned applications provide customers with valuable expertise and cost-effective electronic payment processing Page 9 CM Off' DENTON s CONTROLLED DISBURSEMENT Service Information Service Benefits ► Bank One's Controlled Disbursement service provides precise management over daily check funding requirements ► Bank One's control points are strategically located in remote banking offices, 1 e, Levelland, Port Arthur, Round Rock ► By working closely with the Federal Reserve system, Bank One is able to offer prompt and accurate notification of check clearing totals ► Flexible reporting options allow your Company to receive Controlled Disbursement daily totals through a telephone- based response or on-line using a Personal Computer ► A 9 30 a in (CDT) first presentment ensures sufficient time to prepare investment decisions - - second presentments are held over to the following day ► Since Bank One offers Controlled Disbursement services to only the most credit -worthy customers, an annual review is preformed by the Relationship Officer to ensure the integrity of the service Proven Performance ► The "Payor Bank Service" supplied by the Federal Reserve Bank of Dallas, ranks as one of the best presentments points in the nation ► References are available upon request from current customers ► The continuity of processing and Cash Management staff provides superior customer service Page 10 CITY OF DENTON AUTOMATED WIRE TRANSFER SERVICES Service Information Service Benefits ► Bank One's Automated Wire Transfer System enables you to retrieve vital information concerning money transfers Repetitive Transfers, Serm-Repetitive Transfers, Non -Repetitive, Future Dated Transfer and Drawdown Request, and Automatic Standing Transfer illustrates the full menu of Wire Transfer choices Bank One offers ► City of Denton provides detailed security information on wire transfer users to ensure that the level of security received, matches your company's standards ► Through this electronic gateway, City of Denton needs only one telephone call to access critical information concerning wire transfers both in to and out of your accounts ► The menu driven system eases your ability to perform vital functions ► Automated Wire Transfer Services gives your company the best of both worlds - increased security and reduced costs ► Bank One has spent hours ensuring the authenticity of data received through PC systems, increasing security Proven Performance ► Approximately 78,000 transactions are processed monthly on Bank One's MoneyNet System Bank One Texas' Wire Transfer Department successfully transfers over $110 billion dollars monthly The varied customer and processing applications have led to the development of highly flexible software Page 11 CM OF DENTON COMMERCIAL VAULT SERVICES Service Information Service Benefits ► Bank One's Commercial Deposit service provides high -volume cash customers such as Lewisville I S D with a full -service vault facilities, enhancing the security and efficiency of deposits ► Numerous controls ensure accurare deposits, including dual control of funds, superior intervention on all overages/shortages, and continuous camera coverage of vault ► The Bank works with high volume customers to develop compatible procedures, minimizing each company's administrative burden ► Bank One's efficiencies speed the flow of deposits, ensuring security of funds and optimum customer service ► Full service coin and strap currency processing is available ► No additional Commercial Deposit fees are assessed for processing during "premium" peak periods Proven Performance ► Bank One's Commercial Deposit facilities process for some of the largest companies operating in Texas ► The years of experiences with high -volume cash deposits offer prospective customers a wide array of ideas to streamline their gathering, processing, and transportation procedures Page 12 �£ DENTON ACCOUNT ANALYSIS Page 15 BANK'ONE BANK ONEr TEXASt NA CORPORATE CASH AGREEMENT ( Customer-) hereby authorize and directs Bank One Texas NA to transfer funds between Customers operating Account No �.— with Bank One Texas NA (the Operating Account )end Customer s h In this T Account No Bank One Texas NA (the investment Account) upon and subject to the terms rail conditions set forth m the Transfer and Investment Authorization o the investment Account All Agreement (the Agreement")One Texas N.A t TRAPIS= AtMIORIZATION At the end of each banking day, Customer ay hangs he Peg upon 24 hours tadvance notice o Bank One funds collected funds in the Operating Account in excess of $ ( i ) Texas to he er changes Ine excess stof one erPar calondar month will W interest earned them in shall remain in the ct to 6 standard cinvestment bAccount yuntil t is Agreement Is terminated t at the end of any banking day are, for any reason or until collected[ands in the Operating Accountleas than the Peg, In which event Bank One Texas NA Account (but only to the went of the balance therein) to the Operating Account an amount sufficient shall tit automatically transfer from the Investment to restore the balance in the Operating Account to the amount of the Peg. The Investment Account balance at the end of each banking day (after completion of the transfers contemplated by Paragraph y WC['RIiSI FARAIPDriod (as herein defined) Rate that will Interest e et mined by arndbin the sole le interest druret on of Bank one, Texas, NA. without nonce osCuc omen each M he Vr enable Rat Variable only be erred basis however if the edit ^as herainafter offered fortis Da available If the Deposit is not Available On the date this Agreement he Investment mailed or eAccount balance livered, the sat theendof o _q, ( points) win I if Bank One, Texas N.A. pays Interest on the Operating each banking day (after completion of the transfers contemplated by Paragraph 1 above) ( ) Amount NA without notice to Customer or (ii) If the Operating Accole Interest Period sts tints la demand depositernate rate per t earn no Interestnum during applicable Interest Period ink One Texas A in on the banking day at the end 9, BMUIESr PERIOD For purpose of this Agreement Intent Period shell mean the period began rinterestng at 8 OP nod of 72 hours shall) be applicable of which intent earned is or would be calculated and ending at 8 OD a In on the neat banking day (e.g. to the Investment Account balance at the end of the day on Friday before a two-day weeken}of other customers and such ance 4 INvEs mEKrAVIHORIZATION The investment Account balance will be combined bat to sixth aggregatee funds balance (u) that ts an obligation teBank lOne shall be tnveted in a deposit (the Deposit ) (I) in a principal amount Approximately equal nk Texas Grand have no obligation or Authorityrto invest theinvvestm investment Account bman Branch ) and iai) having a lance other trhraat, that a Depose rnThe Cayman tranc Branch at any time and from time to time determine in its sole discretion, that a Deposit is not available 5 RISK OF LASS. If a Deposit Is not available the Investment Account balance will be s deposit eligible for FDIC deposit Insurance (sublet[ to FDIC limits and t a in the Investment Account aggregation ownership bly Customer of an undiviunts of ded nterest iIf 3 ns�Deposit anle Customer d ht such funds will not bends tressd byes aBa^kfOne s undivided its Investment Account balaocce bears totheprincipalother amountt odeposit f the Deposit If! the Cayman Branch intershsouldedefaull be lt n iitseobligatons undein the same r anDepos Deposit Customer's entire Investment Account balance may be lost 6 PERIODIC STATEMMNM Bank One Texas NA shall provide Customer a periodic statement (on the same Cycle as the Operating Account showing, for each banking day during the statement Cycle the amount o[ interest earned and credited and the investment Account balance 7 PERIODIC E'Ei'. Customer agree to pay Bank One Texas standard monthly fee which may be changed without notice to Customer and which may 7 or Operating Account balance On the date this Agreement was mailed or delivered such fee was be automatically deducted from the investment Account intent Account Drafts in S per calendar month 8. OVERDRAFM Bank One Texas NA shall have no obligation or authority to Permit Customer to overdraw the Inve excess of the aggregate balance In the Operating Account and Investment Account will be treated as overdrafts to the Operating Account may be terminated by either party upon notice to he other Thus Agreement shall automatically terminate if for 9 TERMWATION This Agreement any reason it shall become unlawful for Bank One Texas N.A. to obtain or if the Cayman event the suit and exclusive remedy o[ the aggrieved party to LU-MTATION OF RMAEDIES. In the event of any breach of any provision of this Agreement anth parties y and be an actio all othern for acnonaYswfiether at law ran sequtty and esmclud & wtMaouly t limitatioulting n any consequential m such breach and orincid incidental damages l sossees, unconditionally expenses waive IL PARTIES BOUND/GOVERNING IAW This Agreement shall be binding upon and inure to the benefit of the parties hereto and that respective successors heirs, and assigns This Agreement shall be governed by the laws of the State of Texas. It AUMOILLTY Each signatory to this Agreement represents and warrants that he or she has the requisite power and authority o execute this Agreement on bah if of or in writing) Or Bank One Bank One,Tom NA as the case may be Bank one, eas N.A. reasonably behaves to be au Texas sous A shall be entitled to rely upon any nonce from COMPANY Name _�— (Type or PrintJ Signature (Auihorued Signer) Bank Oae Dallas Post office Box 655415 Dallas Texas 75265 5415 Attn Cash Management Name (Type or Signature (Authomed Signer) 'title Talc Date Dais BANK=ONE. BANK ONE, TEXAS, NA INFORMATION REPORTING SERVICES AGREEMENT This Information Reporting Services Agreement (the Agreement ) dosed is executed by and between Bank One, Texas, National Association ("Bank One ) and the undersigned Customer (the Customer ) In consideration of the mutual covenants contained herein Bank One and the Customer agree as follows 1 Services Book One will make available to the Customer the cash management information transaction and other informational services (the Servloes) The services are more particularly described in the User Guide and/or in other written materials from time to time provided to the Customer by Bank One (collectively, as amended and supplemented from time to time the "User Guides ) Bank Out will make available and perform the Services substantially as described in the User Guides, however, Bonk One shall have the right to revue the User Guides from time to time Bank One shall also have the right to perform the Services by such means and subject to such time deadlines as Bank One shall establish from time to time with notification to the Customer Bank One will periodically publish revisions to the User Guides however until published revisions will be available for the Customers review at Bank Ones offices instructions directions and requests from the Customer with regard to the Services required must be communicated in a written form satisfactory to Bank out Bank Out must be permitted a reasonable time to respond 2 Customer a Eeuom ient The Customer at its sole cost and expense will provide and maintain all equipment from time to time necessary to obtain access to and utilize the Services or otherwise necessary to comply with the provisions requirements and Instructions contained in the User Guides 3 Indemnities (a) Customer agrees to hold harmless and indemnify Bank One it employees agents and affiliates from and against any and all liabilities clotma costs expenses losses and damages of any and every kind (including reasonable attorneys fees and costs) arising out of or resulting directly or indirectly from the acts or omissions or Customer or third party reporting services selected by and contracting with Bank One In connection with this Agreement or the Services contemplated herein It is the intention or the parties hereto that that indemnification shall be unlimited and that it shall include but not be limited to any and all direct indirect, Incidental consequential and punitive damages (b) Except for the willful misconduct or gross negligence of Banc One Its employees or agents Customer releases Bank One. its employees and agents from all liabilities claims costs expenses losses and damages of any and every kind arming out of or resulting directly or indirectly from any act omission error or delay in the performance or nonperformance of Bank One s services agreements or duties under this Agreement To the extent if any that Bank One shall have any liability under thin Agreement Customer s exclusive remedy and Bank One s entire liability for any and all causes whether for negligence breach of contract warranty or otherwise shall in the aggregatc not exceed sir months average billing to Customer taken over the twelve months preceding the month in which the damage or injury is alleged to have occurred but if this Agreement has not been to effect for twelve months preceding such date then over such fewer number of preceding months that this Agreement has been in effect Customer may not assert any claim against Bank One arming to connection with this Agreement more than one year after the occurrence of the event which gives rue to such claim (c) THE OBLIGATIONS RESPONSIBILITIES AND LIABILITIES OF Bank One AS ABOVE DESCRIBED IN SUBPARAGRAPH 3(b) ARE EXCLUSIVE AND IN LIEU OF ANY OTHER GUARANTEES OBLIGATIONS RESPONSIBILITIES AND LIABILITIES HEREUNDER WHETHER DIRECT OF INDIRECT EXPRESS OR IMPLIED UNDER LAW OR EQUITY AND Bank One DISCLAIMS AND CUSTOMER HEREBY WAIVES AND RELINQUISHES ANY FURTHER OR OTHER SUCH GUARANTEES OBLIGATIONS RESPONSIBILITIES AND LIABILITIES ONBaakOoeSPARTINCLUDING BUTNOTLIM17EDTO ANY IMPLIED WARRANTIES OF FITNESS FOR APARTICULAR PURPOSE OR OF MERCHANTABILITY AND CUSTOMER WAIVES ALL CLAIMS FOR CONSEQUENTIAL DAMAGES AND ALL CLAIMS REGARDG LOSS OF OR CONSEQUENTIAL. THE EXTENT OF LIABILITY THAT MAY BE IMPOSED cED ON Bank One S DIRECTE BE INCOME, PROFIT AND USE, OR DAMAGES WHETHER LIMITED STRICTLY AND SOLELY TO THE CIRCUMSTANCES AND AMOUNTS AS SET FORTH ABOVE IN SUBPARAGRAPH 3(b) (d) If Bank One bas arranged for the services of a third party reporting service in connection with this Agreement Customer agrees that the releases indemnities waivers limitations and other terms and provisions of subparagraphs 3(b) and 3(c) above shall also tome third party reporting service and the term Bank One as used in such subparagraphs 3(b) and 3(c) shall be deemed to include such thud r reporting service (a) Bank One shall have no respomtbility or liability for early processing or failure or delay to performance pursuant to the terms or this Agreement when such early processing, failure or delay is due to any natural disaster fire flood storm rinse labor unrest war not act of God power failure equipment failure errors or acts by any third party reporting service or any other cause beyond Bank One s reasonable control. 4 security, To protect the Customer a aceus to and utilisation of the Services Bank One shall establish sectinty procedures (furnished to the Customer in the User Guides) which shall be and remain confidential The Customer agrees to disclose such procedures only to persons who are author=d to obtain access and utilize the Services and to establish and mammon written procedures to safeguard security (including maintaining and disclosing to Bank One It list of authorized persons on a current bum) The Customer agrees to notify Bank One immediately if the Customer Wows suspects or hu reason to believe that unauthorized persons have had access to the seounty, procedures that the security procedures have been breached or are Inadequate in any way or that the Services are being or might be aeoossed or utilized in any manner potentially detrimental to the Customer or Bank One Bank One shall have the right to change the security procedures immediately and without notice to the Customer if Bank One his reason to believe that the security procedures have been disclosed to unauthorized persons have otherwise been breached are inadequate in any way or permit or might permit the Services to be accessed or utilized in any manner potentially detrimental to the Customer or Bank One 5 Authorization to Record Conversations Bank One a hereby authorized to record on tape or other retention device any or all telephone conversations with the Customer involving instructions directions or requests from the Customer 6 Customer Wormation The Customer agrees to provide Bank One any and all information reasonably requested by Bank Oat in connection with the Services and in connection with the Customers financial condition business operations and equipment used for access to and utilisation of the PAGCI (IR B&M AGR/1i9M/GAB) Services All Information supplied to Bank One will be treated as confidential 7 Foes The Customer agrees o pay Bank One's prevailing charges In effect from time to time for autprovomatic d the Services utilized or designatedcout for use by the Customer Payment may be in the form of collected balances remltW100 from Cnstomer automatic deduction from Customer s account or a combination thereof 8 rt.neral (°) e a o Thb Ageement may be terminated by ahher party upon not Ifs that thirty nded that pot any days roach of this nonce to the other and any such ed n such ce Pro Agreement by the CustomoraBank One may immediately terminalta his Agreee date mentiwithout tn tea ttThe prtovBtons of Paragraph 7 hereof rsha I survive the termination of h^ Agreement and any unpaid fees accrued through the date of termination shall be paid upon demand (b) A hsblo w This agreement shall be governed by and Interpreted in accordance with the laws of the State of Tex" and venue for any dispute arising under this Agreement shall be County Tex" (c) 8ntire 6gep a^t• 'mis Agreement supersedes and acts to rescind all prior agreemenu between he parties with warranties except to the subject matter of this Agreement The Customer agrees that it h" naema�I a any be modifiedts apre or amended by mutual watsentations Agreements t n agreement ofcetlse pafue� teed herein Except "specifically contemplated herein this Agr (d) verb If any provision of this Agreement is held to h invalid illegal or unenforceable such provision shall r been contained therein deleted e the e provi remainder of this Agreem nt shall be enforced bas if such effeativeibetweenitho Customer and Bor link tic f r the puWien had rposes of his Agreernenl nBasttt One shall (e) Partie�Bou.T lib Agreementof mean and include the ofieers, omplOyeet, agante end representativesO shell baObind grd rupoa and inure o thebenefitof hefront hpart es hereto tomer iand tth heir to this Agreement will be, carried out by Bank One This Agreementb the Glrcotir without prof written consent o Bank One respective heirs suocessora and assigns however this Agreement may no be assighallo deemed Y en from (t) of ce All }notices required or permitted under this Agreement shsMil ba ed and addressed " set for habelow iEiher party an mailed by United States mad registered or certified mad, return receipt requestthe other prior written notice o the new address and the date upon which it will time to time change its address for notifiation purposes by giving become effective y power or be construed (g) Non Waiver No delay or omission eitherparty ` to �fformed by the olheraor anyabreach by the other shall not be construed to be lobe a waiver thereof A waiver by either party y a waiver of any succeeding breach or of any other oovenant (h) Baok 0^e______,1nf� ormetlan The Customer agrees that all information not otherwise publicly available that a communicated by Bank One to the Customer shall be treated in strict confidence shall be used only for purposes of his Ageement and shall not h disclosed without the poor written consent of Bank One react purposes Do (1) Titles to ParaaFenhs The titles to the paragraphs used in this Agreement are for refety and shall not be used to interpret the contents thereof COMPANY Name ('Type or Print) Signature (Authorized Signer) (Title) (Phone No) Date Bank One Dallas Originating Branch Name (r pe or Print) Signature (Authorized Signer) (Title) (Phone No) Date (IR B&M AGR/1i93/GAB) PAGE2 BANK -ONE CONTROLLED DISBURSEMENT SERVICE AGREEMENT ❑us Agreement is made by and between BANK ONE, TEXAS N.A ("Bank ) with its prom pa) banking office at with its principal and c,r place of business at tte contained herein, Bank and Customer hereby agrees [allows In consideration of he promises and cownan 1 Customer maintains one or more deposit accounts as listed by style and number on Schedule control Bank )10C Customer also maintains a deposit account her as at Dank with the style and atagount numset forth on Schedule B ("Funding Account ) Such l 2 Customer requests that'Benk from time to time transfer funds from the Funding Account to the Disbursing Account may be effected by any reasonable means acceptable to Bank ent 3 Every banking business day (Monday through Friday, ee )wdibetogedholidays (the DalilyTotal) Customems drawn on a er authorizes Bank ioilransferfunds es o(tha semebanted for nking before business day Each banking business day Custtomeromay obtain the Dam the Funding ily Total for each Disbursiing uAceount by accessing the Bank a inlforrmationrreportingsuch bAccountursing service or by otheerarrangements made with Bank 4 Items drawn on a Disbursing Account which are presented for payment at the Control Bank after the deadline maybe dishonored or payment on such items may be refused or delayed unless Customer has a sufficient available balance of collected funds in such Disbursing Account to over payment of such Items If Control Bank pays an item presented after the deadline, such Items will be included In the Daily Total for the appropriate Disburnng Account on the nett banking business day S Customer agrees to maintain a sufficient balance of collected funds In the Funding Account to allow Bank to make transfers In the amount of theDaily Totals e to uire that Accountamount balance in the Funding so anyofDisburfingd in �Atxount�If the Funnk ding Account lthe right at ally nes not contain ontarin sufficient funds to over the trasfersr maintain a rot he Daily Totals o the D bun as ratUS the Funding ich funds from aAccounts Bank cknowledges that in Customer l such evenot be nt Control Bank may dished to make any onor orf or refuse payment of an or some of the items) drawn on a Disbursing e an fAccoun which ch have been presented for payment 6 Customer authorizes the Control Bank to deliver to Bank all relevant information and documents related to the Disbursing Account and items drawn thereon including without limitation checks deposit information balance information and monthly statements 7 Customer acknowledges and agrees that each of the Disbursing Accounts is subject to a deposit agreement between Customer and the Control Bank only Customer agrees to contact the Bank in matters related to the Disbursing Account such as, for example the issuance of a stop payment order on an item drawn on a Disbursing Account g Customer agrees that it promptly Wilt examine bank statements for the Disbursing Account and the Funding Account Customer agrees to repo any discrepancies (a) between true statements for the Disbursing Account and the transfers shown on the statement for the Funding Account or (b) between the statements in writing to Bank within thirty days after the statement date Failure to "only, Bank of any such discrepancies within such time period will relieve Bank of any liability for such discrepancies 9 Customer agrees to promptly pay Bank according to Banks published fee schedule Customer agrees that Bank may reimburse itself for fees due hereunder by debits to Customer's Funding Account If the Funding Account does not have a sufficient collected balance to over such charges and fees Bank may reimburse Itself from any other account maintained by Customer at Bank Customer agrees to reimburse Bank upon demand for any of such charges and fees which remain unpaid Bank may, at its option require advance payment of such charges or fees or a deposit to over such damages and fees 10 From rime to time upon not less than 30 days prior written notice to Customer Bank may change any procedures or fes established in connection with this Agreement Notwithstanding the foregoing Bank may change any procedures Without prior notice to f]rstomer where an Immediate change m terms or conditions Is necessary tR maintain or restore the security of a funds transfer system or any deposit account 11 If Customer notifies Bank of any error or omission by Bank appropriate nnkInanytransfer under this Agreement the Bank shall undertake to correct such error or onussion within a reasonable time by preparing and processing transfers provided that Customer shall ensure that sufficient funds of Customer are available in the Disbursing Account and/or Funding Account involved 12 In the event of any disagreement hereunder or if conflicting demands or notices are made upon Bank relating to this Agreement or any item or amount received by Bank hereunder Bank may at Its option, refuse to comply with any claims or demands on it or refuse to take any other action hereunder with regard ter of the dispute so long as such dispute continpersonand in any such event Bank shall not be or become liable to any person for its failure to the subject mat or refusal to act end Bank shall b entitled to continue so to refrain fro acting until (a) the rights of all parties shall have been fully and finally adjudicated ng all of the Interested persons by a court of competent jurisdiction or (b) all differences shall have been adjusted and all doubt resolved by agreement amo The rights of Bank under this paragraph are cumulative of all other rights which it may have by law or otherwise. 13 Customer agrees tolihold harmless and indemnify Bank its employes agentsand affiliatesfrom and against any and all liabilities, claims costs expenses eltomays feel costs) ansmg out of or resulting, directly or Indirectly from the acts or losses and damages of any and every kind (including reasonable ntrol Bank or other financial institutions or automated clearinghouses) inthatit hon omissions of Customer or third parties (including without limitation the Co with this Agreement or the transfers contemplated herein It s the intention of the parties hereto that this indemnification shalt be unlimited and that n shall include but not be limited to any and all direct indirect incidental consequential and punitive damages 14 (a) Except for the willful misconduct or gross negligence of Bank its employes or agents Customer mien" Dank its employes and age in front all liabilities claims costs expenses losses and damages of any and every kind ansmg out of or resulting directly or Indirectly from any act omission error or delay in the performance or nonperformance of Bank s services agreements or dunes under this Agreement To the extent it any that Bank shall have any liability under this Agreement Customer s exclusive remedy and Bank s entire lability for any and all causes whether for negligence breach of contract warranty or otherwise shall in the aggregate not exceed six months average billing to Customer taken over the twelve months preceding the month in which the damage hen over such fewer number or injury is alleged to have occurred but if this Agreement has not been in effect for twelve months preceding such date t preceding nlonrhs that this Agreement has been in effect Customer may not assert anv claim against Bank ansmg In connection with this Agreement more tills, one ycir titer the occurrence of the went which gives rise to such claim (b) THE OBLIGATIONS, RESPONSIBILITIES AND LIABILITIES OF THE BANK AS ABOVE DESCRIBED IN PARAGRAPH It AND HEREUNDER, WH4fiCH8R DIRECT SOR INDIRECT, IRBCI'6EXPRESS OR IMPLIIBD UU OF ANY OTHER R NDERR LAW O EQUITY, AaAlnONS ND NTHE RANK DISCLAIMS AND CUSTOMER HERB WAIVES AND RELINQUISHES ANY FURTHER OR OTHER SUCH GUARANC86S OBLGATIONS RESPONSIBILITIES PAND LIABILITIES ON THE BANKS PART, ARTICULAR PURPOSE OR OF MERCHANrABICLrrY, IAND CUSTOMER WAIVES ar LIMITED ALNG BUT N, LAIMS FOR wNSPAANY IMPLIED `u13N[1AL DAMAGE ALL CLAIMS REGARDING LOSS OF RBVBNUB, INCOME, PROFIT AND USE, OR DAMAGES WHETHER SAME BE DIRECT INDIRECT INCIDENTAI OR CONSEQUENTIAL THE BMW OF LIABILITY THAT MAY BE IMPOSED ON BANK IS LIMITED STRICTLY AND SOLELY TO rIIE CIRCUMSTANCES AND AMOUNTS AS SET FORTH IN SUBPARAGRAPH 14(a) hs 14(a) and 14(b) above shall also aPPIY (c) Customer agrees that the releases Indemnities waivers limitations and other terms of provisions o[subparagrap to the Control Dank and the term Bank ea used in such subparagraphs 14(a) and 14(b) shall be deemed to include such control Bank Il The Bank shall have imp term Bank a or liability for early processing failure or delay in performance pursuant to the terms of this Agreement when such failure or delay is due to any natural disaster Tire Rood storm, strike labor unrest, war, act of God power failure equipment failure errors or acts by the Control Bank or any clearinghouse or any other cause beyond Bank s reasonable control merit shall renew each year on Its anniversary date for a term 16 This Agreement shall be effective for a term of one year from the date hereof ThhatAgf Agree son the other party written notice of Its Intention that the of another year unless not less than 30 days prior to such anniversary date either part' Agreement should ezptre on such anniversary date and not renew In addition this Agreement may be terminated at any time by either pony hereto by gluing not less than 3o days poor written notice of such termination to the other pony Notwithstanding the foregoing, Bank may terminIt ate customer Agreement with such s to comply with the due anynt io[ [hebfees provided fordinely thia�Agreeme tn notice oor Customer Disbursing Customor or or Funding Account ices elosd forOf the gany reason or isomadea<ubject to when garnishment attachment or similar process, or if any transfer made or contemplated hereunder creates. or would create r of expiration of this overdraft m the Faffect the rights unding Account or a tion or obligations of either panywhich,without may have arisen or accruedght prior to such terminattrdraft No ionaof eaprauon eThe provisions of paragraphs 11 13hand 14 shall survive the termination or expiration of this Agreement postage prepaid 17 All notices required in connection with this Agreement shall be deemed to have been given he cent Certified nifiewriting a Mail tha other party or delivered y messenger to the parties at the addressee eppeanng above or to such other address ex either part' y aP=Y Of the State o[ 18 Thrs Agreement shall be governed by and construe In accordance with the laws ood by 19 No weaver of any provision hereunder shall be binding unless such waiver shall be In writing and aged by the piny allege [o haw waived such provision Any waiver by either party of any default hereunder shall not operate as a waver of succeeding defaults Invill 20 If one or more of the provisions of this Agreement Orin the Schedules attached shouldbeor be declared toillegal enfollrceablluy ofothearemamng respect under present or future laws or regulations effective during the tern of this Agreement legality, validity dement should be declared to provisions of this entire Agreement shall not be affected or Impaired thereby. PROVIDED, HOWEVER, that if this entire Agra be illegal mvshd or unenforceable or should any mgulatoryagenty direct Banknt shell discontinue thereafter be Iammdlately terMOCS minated without liability ty toeitherparty or credits due up to that time shall be mmrtted or made and this Agree t of the subject matter hereof and all prior negotiations agreements and 21 This agreement constitutes the entire understanding of the parties In respec in representative representation o[ each merged herein AgreementptIas c n provided be assign d bypeithe�rtparty his Agreement otheay r party's wrt be itten modified consentent �nng reigned by an authorized party Thi IN WITNESS WHEREOF the parties have caused this Agreement to be execute by [hear duly authorized representatives and same shell be effective as of the date of execution and acceptance by Bank as set forth below Bank Customer By (Authorized Signature) Name (Iypc or Print) Title Date By (Authorized Signature) Title (Type or Print) SCHEDULE A Controlled Disbursement Bank Bank Address Bank Telephone Number Disbursing Accounts (a) Account Number Funding Bank Funding Bank Address Bank Telephone Number Funding Account (s) CONTROLLED DISBURSEMENT SERVICE Disbursmg Account (s) Styled SCHEDULE B CONTROLLED DISBURSEMENT SERVICE Fundmg Account (s) Account Number Styled SAIVKc'ONE ACCOUNT RECONCILIATION OPERATIONS AGREEMENT This Agreement is made by and between BANK ONE TEXAS N A ( Bank ) with (its ts inner lbanking office attomewith its principal and �— place of business at In consideration of the mutual promises contained herein it is agreed as follows I Prior to the date on which Recon semis commence company will provide Bank with the following to ensure MICR specifications have been satisfied Bank will inform Company of the results A No less than thirty (30) voided checks lobe inspected of the inspection If "larications are not met, Bank will not have the carnal to supply said service Inspection of cheeks also applies to each new order received by Company B If full Recon is performed Company will provide Bank with the following: 1 A test tape orlsample of issue register input should Bank so request 2 A list of checks outstanding prior to the period of the fiat Recon by Bank List must include check serial number date of issue and dollar amount for each check 2 Company assumes the entire responsibility for completeness and actuary of all information furnished to Bank by Company 3 Prior to each reconcilement If applicable Company will provide Bank with an issue register and a transmittal letter Issue re®srer must be on magnetic tape showing checks issued their serial number date of issue and dollar amount 4 For each Reran period, Bank agrees to provide to Company within ten (10) working days the following (on full Recon ten (10) working days from receipt of issue register and transmittal letter) A Computer reconciliation report containing paid and if applicable outstanding and consolidated list in renal number order B Balanced reports to Demand Deposit Account Statement C Check sort in serial number order of all paid checks as may be requested D Other standard reports and semms as may be requested I? Other nonstandard reports and services as may be requested by Company and agreed upon by Bank 5 Any errors or discrepancies in the output must be reported in writing by Company within fourteen (14) calendar days after receipt or Company is deemed to have accepted the output and warva any right to challenge such errors or discrepancies 6 Company agrees to keep sufficient collected funds on deposit at Bank to support Recon fees or authorizes Bank to charge the amount for such feu The method of charging shall be agreed upon by Bank and Company Should Company default to compensating Bank Bank a under no obligation to perform ranter Payment is due upon completion of each reconcilement Bank agrees to provide Company with thirty (30) days notification of changes in service charges 7 Nothing herein shall preclude Bank from making such modifications changes or adjustments in the system described herein S Company agrees that Bank s responsibility to Company under this agreement shall be limited to the exercise of ordinary rare Establishment of the substantial compliance with the procedures tit forth herein by Bank shall be deemed to constitute the exercise of ordinary care and Company agrees that occasional unintentional deviations by the Bank from the procedures set forth herein shall not be deemed a failure to exercise ordinary cam in respect to the transaction in which the devigtions occur In no event shall Bank be liable to Company for failure to follow any of the operating procedures set forth above including without limitation failure to perform any semen within the time provided, If the failure to perform is due to the oecurreace of any of the following unexpected mechanical or re ures of nk a uipment or a p0mr failure gralka or uts fire or events entser casu y actor task failure to Oct by Company; mdstorata, earthquakes floods oroothe actslo of delay in transportation govemment regulation or interferences or any event beyond the reasonable control of Bank 9 Any contact with Company concerning the Racon should be directed to Company telephone number at the office of to This agreement shall become effective when signed by both pares and shall remain in full fora and effect until terminated by thirty (30) days written notice to the other party with the exception that Bank may terminate this agreement without notice at Any time If Company fails to tamely pay any sum of money for semces described herein Bank Customer By (Authonzcii Signature) Name (Type or Print) Title Date By (Authorized Signature) Name (1YPe or Print) Tale Date AU IOAIA I LU LLLAKIMx HOUSL CUSTOMER PARTICIPATION AGREEMENT This Agmemeat ('Agreement ) is made by and between Bank One, Texas, NA and with its principal piace of busials" at ( Bank ) a National bank with Its principal banking office at _ ( Customer^) ■ In consideration of the promises and covenants contained herein Bank and Customer hereby agree As follows 1 Customer maintains at Bank a deposit account (the Account ) as listed by Style and number on Schedule A 2 Customer mclucets that Bank perform the services that Customer has selected on Schedule B prom time to time and with the approval of Bank. Customer may Select adddwtel services n$ such are made avadahie by bank and listed on Schedule B 3 Bank is hereby authorized and directed to process debit and credit transactions in connection with the services selected by Customer on Schedule B AB foods transferred by Bank on behalf of Customer in connection with credit entries processed pursuant to this Agmcment shall be withdrawn from the Account 4 Subject to the terms of this Agreement Customer requests That the services selected on Schedule 8 be prowled in accordance with the calendar set forth on Schedule C. Customer agrees to notify Bank of any deviation from the calendar set forth on Schedule C, such as without limitation a change in a designated file delivery date Customer understands that a change in a designated rile delivery date necessarily changes the corresponding settlement dam Customer &greet to provide a new calendar annually At least 30 days before the end of the then current year Customer may revise the calendar at any time by any means acceptable to Bank. S Customer agraas to malnlnn a sufficient balance of collected funds in the Amount to allow Bank to make an transfers and other credit entries contemplated in this Agm eat Bank aeservec the right at any time to require that Customer maintain a certain minimum balance in the Account If the es Account donot coauin w�Tcient collected funds In the Account to allow Bank to make all transfers and other credit entries contemplated hereunder, Bank shall not be required to male any transfer of funds form the Account which would exceed the balance of collected funds in the Account 6 Custornera to prepare and deliver to Bank such information or items as required or requested by Bank to perform the Services contemplated by this Agreement Such in ormatioa and items shall be prepared and delivered to Bank in such form and manner and at such time and place as shall be acceptable to Bank 7 Bank shall have no obligation at any lime on connection with this Agreement to give any notice of any land to any person including the payor or payee of gay debit or saedit tansactiom made hereunder (the Depositor') and Customer shall give any and all such notices at its own cost and expense (locludsa& without hmiu xN any notice to its employees as to availability of payroll funds or changes in such availability) Notwithstanding the foregoing, if any of the Depositors have depository relationships With Bank this paragraph shall not affect such relationships or any requirements for notice w be given to such Depositors in connection with such relationships This paragraph shall not affect Bank s responsibility to give any nouces to Customer as such may be required elsewhere to this Agreement g As to each arid every entry that is or will be submitted by Customer to Bank for processing, Customer represents and warrants as follows (a) Customer has obtained from Depositor a currently valid and enforceable written authorization to Initiate debit or =all entries to the account that a identified in such entry Customer has provided to each such Depositor a copy of such authorization when made No defense or offset exists against Customer on any such authorization or entry Each such authorization authonzes such debit or credit entries in the form (paper check, electronic funds transfer or otherwise) that is specified in the entry that is submitted to Bank All authorization$ that authorize paper checks have appointed Customer as an Agent or representatrve with authority to mate the signature of Depositor All authorizations that authorze electronic fund transfers haw been nude in compliance with the Operating Rules and thelOperming Guidelines of the National Automated Clearing House Association as such Rules and Guldetmes maybe amended from time to tome by such Association (ONACHA Rules and Guidelines) Bank shall gave the right to rely on each such authorization until actual receipt from Customer of a written mane that such authorization during the term of this Agreement is terminated (b) Each entry submitted to Bank for credit to the account of a Depositor is timely (c) Each entry submitted to Bank for debit to the account of a Depositor is timely and is for a sum that on the settlement date with respect to such entry wall be due and owing to Customer from such Depositor, or Is for a sum specified by such Depositor to be paid to Customer (it) At the umle each entry is submitted to Bank Customer has no knowledge of any mvoatmn by Depositor of such Depcaitoris authorization of such entries, and Customer has no knowledge of any revocation by such Depositors depository institution of its agreement to accept such entries (c) At the "each entry is submitted to Bank Customer has no knowledge that Depositors authorization of such entries has been terminated In whole or in pan by operation of law (f) Each entrythat IS submitted to Bank has been prepared in compliance with all relevant federal state local and foreign statutes lsws,erdmAnces regulations, arils, mjunctioljs and decrees, and no such entry requires any approval from any federal state local or foreign court or governmental department board bureau agency administration, commission or instrumentality As illustrations of the foregoing but without limiting Its generality each catty that is submitted to Bank has beep prepared Insofar as applicable in compliance with the Electronic Fund Transfer Act, as amended 15 US C. Section 1693 et seq and Regulation Bpromu yqted by the Board of Governors of the Federal Reserve System thereunder as such Regulation may be amended form time to time 12 CF R. Section 2051 et (g) As to each tansfer, Customer has complied with all applicable laws and gowmmental regulations, including, without limitation, ail relevant notice requiremenls Set forth in the Electronic Fund Transfer Act and Regulation E as such are identified above 9 (a) Customer agrees to complywith all applicable NACHA Rules and Guidelines and with all applicable Rules and Guidelines of the Southwestern Automated Clearing Housq Association ('SWACHA ), as any or all such Rules and Guidelines may be amended from time W thec Customer shag provide to Bank all information needed by Bank for compliance with all such Rules and Guideltm (b) Customers agrees to comply with all ales and instructions or Bank relevant w this Agreement including, but not limited to, the ACH Services Speafications Manual 10 Prior to the imtiauon of the First debit or credit entry 10 a Depositors account pursuant to this Agreement Customer shell have delivered or sent nottfiatmn ( Pre Notification ) complying with the Bank s ACH Services Specification Manual through Bank to the Federal Reserve System Automated Clearing House Settlement Service (the Federal Reserve Service ) for distribution to the financial institution where the account to be debited or credited is nsamwned (the Recervsng DFl ) Such Pre -Notification shall be to the effect that Customer intends to initiate one or more entries to the speafued account pursuant to the authorization of the Depositor Customer may Initiate proper entries to an amount of a Depositor through Bank not less than 10 busmen days after such Pre-Noldationlhas been transmitted by the Federal Reserve Service to the Receiving DFl unless within that time period Bank shall haw received from the Receiving DFI a toper notice of rejection of Pre Notification that the Receiving DFI will not accept the described entries 11 Neither Cust omer nor Bank shall haw the right to reverse adjust or stop payment or posting of an entry after such entry has been received by the Federal Reserve Semr�e or such earlier time as may be imposed by the Rules and Guidelines of NACHA and SWACHA. 11 Customer shall retain the original or a microfilm or other copy equivalent to a microfilm record of each wniten authorization of each Depositor his Customer or ection made by any tor In lon b such transfers a period authonutg the initiation of debit or credit "Ition Oe t� h authorization tofyin the ease of al single entry authoswtion' after Initiating suchtentry upon request by Bank. of 7 years after termination or rewa Customer shall within S business days of such request deliver to Bank a copy of such euthonation or election by Depositor in a form that an be easily mad without any optical aid 13 Customer shall bear the sole responsibility for the accuracy of the dollar amounts and account numbers for each entry initialed by Customer through Bank nnu bcwcn Customefe 14 Customer agrees that it prompllyvnll examine bank statement for he Account Clrstomtr sgreu to report any diserepa records and the wtemeil for the Account in writing to Dank within 30 days after the statement date Failure 10 notify Bank of sny such ducrepancles within such some period will relieve Bank of any liability for such discrepancies IS Customer agrees to promptly pay Bank according to the Bank a published fee schedule Cusomer agrees hat Bank may reimburse itself for tees due hereunder by debits to Cuslomces Account If the Account does not have a sufficient collected balance to cover such charges and fees Bank may reimburse itself from any other s000unl maintained by Customer at ank each chargesa one tees reior n bursedeposBank kto covsr such charger and demand for any such charges and fees which remain unpad, Bank may at its option require advance payment 16 From time to time upon not less than 30 days prior writien notice to customer Bank may change any procedures or feu established in connection with this Agreement Notwithstanding the foregoing Bank may change any procedures without prior notice 10 Customer where an immediate change in terms or conditions is meoessary to maintain or restore the security of a funds transfer system or any deposit account 17 If Customer notifies Bank of any error or omission b Ba kIn any transfer under this Agreement the Bank shall undertake to correct such error or omission within a reasonable lime by preparing and processingappropriate transfers provided that Customer shall ensure that sufficient funds of Customer are evadable in the Account 18 In he event of any disagreement hereunder or if conflicting demands or notices are made upon Bank relating to this Agreement or any i lam or amount received by Bank hemuoder Bank may, at its option refuse to comply with any claims or demands on it or refuse to take any other action hereunder with or regard to rc Or refusal u subject o act, matter of the dispute Bank shall be so long as to succonh dispute ue so to m^fin n from etYing until (s he rights of all panics hell havand In any such ment. Bank shall not be or e been fully ane to any d finally adjudicated by a court of e0tnpettnt Jurisdiction are romulative of silferences aolther rights which ithave been lmay have by law and all doubt resolved by merit among all of the interested persons. The rights of Bank under his paragraph 19 Customer sigma to hold harmless and indemnify Bank Its employees agents, affiliates and corks capacities a controlling Persons and ama� or any and every 20 (a) of the Securities Exchange Act of 1934 es amended) from and against any and all liabilities claims, costs ape or resulting, directly or indireeldy for the sets or omission& of Customer or third parties land (including reasonable altomeys fees and coals) arising out of clearing Service, or ther financial utions or t(including, without his Agreement of limitation, tsaesfera eon temptat d herein It is the Intention f the oparties berate ithat tthis indemnification shall be unl�ted, nd that it hall metude but not be hauted to soy and all dtmet indirect incidental consequential and punitive damages 20 (a) Except for the willful misconduct or gross negligence of Bank its employees or agents Customer releases Bank its employees, agents and controlling persons (within the meaning of Section 20 (a) of the Securities Exchange An of 1934 sir amended) from all liabilities cleans costs, exPeases, losses and damages of any and every kind arising out of tor his Agreement directly Tothe indirectly f from any hat t Omankl hied have any liabilityon error or delay in tundAt he this aAgreement nce or nonperformance ex Bank c cervices agreements exclusive remedy and Bank a entire liability for any and all ruses whether for negligence breach of contract warranty or ahennm chaff in the Aggregate not exceed six month a average billing to Customer taken over he twelve months preceding the month in which the damage or injury a alleged to have occurred umber of but i in a Agmend toms not been in nay ace assert Affect y (Or twelve claim against Bank e s nnths ing g nsuch date connefron witover his Agreementimom than oneding yearafter the Occurrenhat this ce of he eveeement nt which gives rise to such stalm _ (b) THE OBLIGATIONS, RESPONSIBILITIES AND LIABILITIES OF THE BANK AS ABOVE DESCRA3ED IN PARAGRAPH 17 M , OBLIGATION-% HFREUNDER. WHETHER DIRECT OR INDIRECI AND IN LIEU OR IMPLIED UNOTHER DER LAW OR EQUITY AOFANYND BANK 1SCL AN CUSTOMER HEREBY WAIVES AND RELINQUISHES ANY FURTHER OR OTHER SUCH GUARANTEES OBLIGATIONS, RESPONSIBILITIES AND LIABILITIES ON THE BANKS PART INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF FITNESS FOR A pARTICULARPURPOSEOROFMERCHANTABILM AND CUSTOMER WAIVES ALL CLAIMS FOR CONSEQUENTIAL DAMAGESANDALL CLAIMS REGARDING LOSS OF REVENUE, INCOME PROTIT AND USE, OR DAMAGES WHETHER SAME BE D1REC1 INDIRECT INCIDENTAL OR CONSEQUENTIAL THE EXTENT OF LIABILITY THAT MAY BE IMPOSED ON BANK IS LIMITED STRICTLY AND SOLELY TO THE CIRCUMSTANCES AND AMOUNTS AS SET TOR nl ABOVE IN SUBPARAGRAPH 20 (e) 21 The Bank shall he no responsibility or liability for early processing or failure or delay in performance pursuant to the terms of thin Agreement when such early processing, failure at delay is due to any natural disaster fire flood storm nuke labor unrest war not act of God power failure equipment failure errors or acts by the Retzrving DFI any clearing house or the federal Reserve Service or any other cause beyond Bank s reasonable control 22 This Agreement shall be effective for a term of one year from the date hereof ThhaAgre ll haw ant ihnlo her parry wl renew each ritteon notice of its intention for a term of another year unless not lest than 30 days prior to such anniversary date either party that the Agreement should expire on such anniversary data and not renew In addition this Agreement may be terminated at any time by either parry hereto by giving not lase then 30 days prior written notice of such terminationtothe other party Notwithstanding the foregoing. Bank my temtnale this Agreement stomer if er lls pwith such ay when dof the Agreement, If customer falls to oe any of the feareffective provided fordo thin Agriately eement or Cu notice to the Atrount m emoseda(ortnComply mmason or m made terms subject W IM garnishment, attachment or similar process or if any trander made or contemplated hereunder creates, or would create, an overdraft in the Account including, without hmration, a daylight overdraft POMP Prepaid 23 All notices requlmd in connection with the Agreement shall be deemed to have been green when cent Certified MAU a id or delivered to the parties et the addresses appearing above od r to such other address as either party may specify in writing to the other party by messengershall be governed by and construein accordance with he internal laws of the state of Texas and to the extent controlling, 2This Agreement at federal laws of the United Sates of Amens alleged to have warved such 25 No warvef of anyprovrsron hereunder shall be binding unless such waiver shad o s venting and signed by the party g provision My waiver by tither party of any default hereunder shall not operate as a waiver of succeeding defaults ent shall affect the rights or obligationsffemiof either party tion may have arisen or accrued 26 No termination hereunder or expiration of his Agreem prior to such termination or expiration The provisions of paragraphs 17 19 and 20 shall survive the termination or expiration of this Agreement ched 27 If one under or orfu the jawsons of this orregulations effective during theirent or in the htermcof this Agreement he legaor be lity Iamd to be vald ry and enfotinvalid or rceablity of he remaining in any onsrespectof p Agreement should be or be declared provisions of this enure Agreement shall not be effected or unpaved thereby PROVIDED HOWEVER that d this entire Agra to be ble Of should any ory agency direct Ba ik to discontinue ng The hereunder, the e that paymentsor credits due p to that time shall be remitted or made and this Agreement shall thereafter be Immediatelytermi� terminated .41houtpliability two either party 28 This Agreement constitutes; the entire undemanding of the panes In respect of the subject molter hereof all and poor negotiations Agreements Except at provided in paragraph 16 this Agreement may not be modified except In writing signed by an authorized and representations arc merged herein repmaentative of each party Ibis Agreement cannot be assigned by either µ parry "thou, the other partys artuen content IN µ NESS HRREOP the parties have caused this Agreement to be executed by theirduly authorized representatives and sine shall be effective as of the date of execution and acceptance by Sant, as set forth below Banl. customef By (Authorized Signature) Name (type or Pnnt) Title Date Baak one Texas, NA By (Authonud Signature) Name (fype or Pdnt) Title Date (A \ACM AGR710t16/91) gA/V 10W FUNDS TRANSFER AGREEMENT Bank ) a National Bank with its principal banking off ct at .nth m 7Fis Agreement Is made by and between BANK ONE TEXAS ( ( Customer ) a And pnnnpal place or business at in consideration Of the prom'... and covenants contained herein Bank and Customer herby agree u (callow. over or cmtten rogues"' y Customer Denby wrhortru Bank to honor execute and elur[e to any depots account Mnnumed by Customer a Bank (the Asopunt) vnthout icon aA to cuss m eunless ■n amount limit ts dearly Act forth m User Authowttem Porm attached hereto) any and all telephonic f telegraphic0bei or orders for the transfer a of fund' when such requests or orders (a) arc reserved from a person identifying nirn..lf or herself w be rat authorised Is authorized utrvc of Customer IIsted on the User AulhONaliOn Form and (b) are made in compliance with Bank t transfer P duwliethcr such depasuc Agreement one Y with tth B cal (A) to usnster funds from a mcific to tAccount nstertthe tunds8from m Amount ■tPo^anyelepots aaoum of acifeed deposit Account athird^parry Customer whether such amount ts with Bank or another financial insuluuon N) urc Personal Idenuficauor code sawn astorerequeaunryptoced another fwncul instnuuoaor (c) to transfer funds from ao Account for the amount or for eredn to 1O0m uses"' Customer tvamnts that n well ensure 2 Cufforter agrees that Bank may assign toga Authorized Representative and curry ry Number') which shall be used by such Authorized Representative to Mnu�ee at vet o twhomtIt istass'gricdr Bank shall be entitled to rely condusmly upor n Authorized that Personal IOemlfiotion Number's known oral) to the Authorised Rep the ..'homy Id ■person to make o transfer and Issue other Instructions to Bank d such person uses a Personal identification Number of :n Authorized d by Represcn k a i Bank Is hereby authorized to tender funds Dosed upon predetermined criteria contained m written instrvcuons to Bank ngne Rcpreaentatiw A sin of such instructions Is attached to the Repetitive Transfer Authorwuon Form lebah coven pre authorized transfers of a rt:inm Transfer nature where the debit and credit panic. remain the same and only the date and dollar amount are vanablc (Repeuuw Transfers) Each each a"RePe teal nsiDlt to ensure that Rcpcutive Transfer Numbers arc known only to appropriate T lnns(l be en Pecomm carte edhto the 8ankmd is CuswmRepetirespo Identiryficarton Number ) which shall be communicated to the Bank when request for epeutrve payment of ash transfer of (unds R,cprescntatives 4 Customer represents and warrants that each Amount to be debited well contain sufficient amtsblc funds to allow or nder requested bereuat the time that such transfer is to be made S Bank agrees to electronically record all telephonic instructions removed by Bank t ware Transfer Department renter Customer and to rcmn s6ch teen togs wen the records of the for a period of not less than awry day. 6 Customer agrees to promptly examine bank statements for the Accounts Customer agrees a oche a titer the mount opancies f Customer Of (to not fy Bank Cunomshown eI� ids the statements tar uch tm n is t t theand A tutemem for the Aefeounuers pinwriting ton the o Bank within thirty deays 1�It a count oft date Fore t between the of of any such discrepanciesnab request including but not limited to money amounts .nth such tame period well fellow Bank of any liability for such iscrspanct to 7 Customer Agrees to supply to Bank any additional lots or mformaS further which Bank mry any A h accounts to be affected dates of transfers Aupplemcntal Instructions and further evidence of any Authonthe Reprety otmdurotestablished frohority, to mrtim o funds time do any other en contemplated hereunder 8 Customer agrees to use all Personal and RCPe1311W IdentificatiOo Numbers and to comPly ..nth any other «canCA by Bank Cuttomerroccedeures and to notify Bank immediately Ofany rthe depanuach of I m of any Authorizeentiality of any d Poison isonal n fromrCustomer's employment softhattfBank m� ancel or other ""ate) p the Personal Identification Number assigned to such person uests made m compliance with this Agreement within a commercially reasonable time alter such On of before 9 Bank Agrees to make transfers and otherwise act upon req request Bank reserwc the not to verify requests have been received by Bank but Be nk shell have no lubihry to Customer for fob Following w mekc a transfer or h'a`c trio: eke aM ethbut fu er (�durc to wry any 0eodllnc contained in a request unless such deadline to eommercis odits Of reasonable an other mein which tB� k � de PPrOP an deadhoc c arty, request fora transferor other request by telephoru , to ex by ^Y ble ion of faith Bank shag not be ruble for its ra(uxal to n on Authorized Repreaenusrve Bank or authenticate airy such IMructions Pull ant befaeviiden is not any ..lathy itself that theme f seI or Instruction u Per, by0 duty honor airy request or Instruction if Bank in good that, haw ao obligation to make any transfer unless She Affected Amount contains AuRct'or militated funds so oowr Aue6 tnnsf�iMat.. itselnk gullf for fees due w notify Customer tees a transfer sou y loyed or not Bank according we the Book's pubhshed fm schedulc Customer Apeu that Blink may ballarim to to Cer by de agrees to promptly PAY t, such Account does 001 her" " suff"clent hcrcuader by debits; to Customer's affeclreimburse dmA YeCne'tacit (from any Accountf t Cuaaw aAccouogre" to reimEurse BaBank upon demand for Ae ey Ofkucn rl'ar[ca cover such charges ondi tees Bank MAY at its Option require otipo a payment of such t:W rges or fees or a deposit to oovar such charges and fee, Proof writtenra nnrirc to Customer Bank may change Any procedures br fees established M connection .raw and Ira" which remain unpaid Bank may f Procedures ..'thou' prior notice to Cu"Onim where ■n Oomediatc cluagc in tents or 11 From lime to time upon em less then in days p amount this AgruMe It Notwithstanding the foregoing. Bank may tunKmtransfer "Wit Or any depositBackclaim&thisAgruMentor any Item or amount condWons s nesesa■ry to maintain or restore the security If c _ode 12 In the event of any dwgreemeot hereunder or J contracting dewmai h mO deoirts or denunds Dolt or refuse w take arty ether sawn hereunder with regard ,=end by Bank hereunder Bonk may as its option refuse to ttanply y such want Bank shall nee be or become liable to any Person fonts failure to She subject matter of the dtrpute so Iong as such dispute continues oriel m any udicated or refusal to an and ink &hall he entiticell to continue 60 to All d terences Mdti hew ban adjusted from acting nand all ydoubt mwl by agreement among all w been lot tot 1 ly and tented) P" On' bye coon of conk n 1 h arc cumutattw Of all other rights which it may haw by taw or otherwise The rights of Bank under 'lilt paragraph losses and damage[ of airy and eve? land (including reamnabk atoneys feu and eau) ansmg out of or ruulung directly or Indirectly MITI Inc aw Of omissions of Customer nit employees to agents or third pastas in mnnecuon with this Agreement or the tnufen contemplated herein itu the tmcnuor of the panics that this nn demiri"tion shall be unlimited and that a hall include but not be limped to any and ill direct indirect incidental mnsequcnual and punitive damagesmet ts from all 14 (a) Exepi for he willful misconduct Of dagmraa cs negligence every kind s ant rig Dear orf Agents entsuC lie dscctlyl or rid& aly (rompaey t m'uron eno or liabilities clams cosu expenses lase g Y rY l haw any delay in the perfornuncustomer nonperformance celof B remedyand9a�a semeue lials,or 6ry(or any andtia under tdl,"usesawhethertfor negligence bra cho comncnk lt warrn4 bablbry under Ihs Agreement or otherwise shall in the aggrep,e not "me au monks avenge billing to Customer liken yc the months pale months ing such date t the moon m which the damage ffect or injury a alleged so have cecuffedt has not een in c orc preceding months that this Ape men ow in hasut been been n effecthis t nCustomer bmay nor assert any claim against Bank darunge neonnecuon withthisAgreecn 6In ,ban one Mr after the occurrtna of the event which pvu rise to such clam (b) THE OBLIGATIONS RESPONSIBILITIES AND LIABILITIES OF THE BANK AS ABOVE DESCRIBED IN SUBPARAGRAPH 14(a) ARE EXCLUSIVE AND IN LIEU OF ANY OTHER GUARANTEES, OBLIGATIONS RESPONSIBILITIES AND LIABILITIES HEREUNDER, WHETHER DIRECT OR INDIRECT EXPRESS OR IMPLIED UNDER LAW OR EQUITY, THE BANK DISCLAI ANY FURTHER OR THER S CUSTOMER HEREBY WAIVES AND RELINOUISHFS CH GUARANTEES, MS DOBLIGATIONS, RESPONSIBILITIES AND LIABILITIES ON THE BANK'S PART INCLUDING, BUT NOT LIMITED TO, ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE OR OF MERCHANTABILITY, AND CUSTOMER WAIVES ALL CLAIMS FOR CONSEOUENTIAL DAMAGES AND ALL CLAIMS REGARDING LOSS OF REVENUE INCOME PROFIT AND USE OR DAMAGES WHETHER SAME BE DIRECT INDIRECT INCIDENTAL OR CONSEOUENTIAL THE EXTENT OF LIABILITY THAT MAY BE IMPOSED ON BANK IS LIMITED STRICTLY AND SOLELY TO THE CIRCUMSTANCES AND AMOUNTS AS SET FORTH ABOVE IN SUBPARAGRAPH 14(a) 15 The Bank shall has no responsibdtiv or liability for early ptottang of failure or delay in performance pursuant to he terms of the Agreement •her such failure or delay is due 10 an) natural disaner fire no id norm stinks, labor unrest war not act of God power failure equipment failure or an other "use beyond Bank s reasonable mnlrol 16 This Agreement shall be effective for a term of one year from the date hereof The Agreement shall renew each year on its annrrenary date for a term of another year unit" not less than 20 days prior to such anntvenary date either parry shall have sent the other parry written notice of its intention that the Agreement should eupie on such annmmary date and not renew In addition this Agreement ma) be Icrmmatcd at an) lime by either parry hereto b) giving such mMInatmo to be effcctmwritten immediate[) uponrnotice to Customer ination to the d Customer ther parry jfallsn10scoply with he term foregoing of the Agreementnk may si( Customethis r falls nto pay when due an of the fees provided for in this Agreement if the Account is closed for any mason or is made subject to levy gamshment attachment or simda process or d any tinder matle hereunder ems an overdraft n an Account including without hmtution a da)hghi overdraft No m minatior heeunde or expvauon of the Agreement shall affect the nghts or obligations of either party which may have angers or accrued pnor to such termination or explmllcn linitin of this Agreemet Tint prov,sons of Paragraph n and 14 shall survive the termination II or cap deemed too have been gtvennwhen tent Certified Mad portage prepaid or delivered to 17 All nouns required in connection with this Age ementmuunger to the panru at the addresses appearing above or to such other address as either parry may spccifl in wetting to the other part) 18 Thu Agreement shall be governed by and construed in accordance with the laws of the State of Texas An9wNo , y of a pan) ision any hereunder hereunder bindshaing volic s such as ai shall be inwnting ng and signed b) the party alleged to have wand such provtso1 ate vcr ults 20 If one or mote of the pnnn rlons of this Agreement or in the Schedules attached hereto should be or be declared to be illegal invalid or unenforceable In an) respect ment of this t the legality ri provisions of this ilent re Aeor future laws greement hall not bregulations fected or impaired therege PROVIDED HOWEnVER, that if this entire Agreemedity and nt shall berorr be declared to be illegal Invalid or unenforceable or should on) regulatory agency direct Bank to discontinue providing he umces hereunder he panics agree that payments of credtu due up to that time shall be remmed or made and this Agreement shall thereafter be immediately tcsm,na eel without habnm to either parry ns agreements 21 Thin Agreement consutums the enure understanding of the panes m respect of the subject miter hereof and all pnor negotuuon mpreunuttons an merged harem Except as provided in paragraph 11 this Agreement mabeodified ucept in mount wnting signed b) an Authomed Repmunutivc of tech parry This Agreement cannot be assigned by either parry tother P°n )' 11% WITNESS WHEREOF the panto have nosed this Agreement to be executed by their duty Authorized Repmmiuti es and lime alkali be cffennc as of he dam of "uutlon and acceptance by BANK AS ul forth below Bank Custmer, B) (AL11110 red Stptatue) Name (Type or Pnni) Title Date By (Authonzcd Signature) Name (Type or Print) Date BANK= DIVE VAULT SERVICES AGREEMENT BANK ONE TEXAS NA 8-0 042e T (IN2) This Vault Service Agreement (the Agreement ) dated 6 executed by and between BANK ONE TEXAS NATIONAL ASSOCIATION rBANK ONE-1 and the undersigned Customer (the Cusomer") In consideration of the mutual covenants contained herein BANK ONE and the Customer agree a follows I BANK ONE shell make available to Curtome( and perform the Vault Services (the 'Servlcee") substantially BE dewnbed on Exhibit A (Vault Service$ esronaire) BANK ONE$hall have the right to revise Exhibit A(rom time to time upon delivery of written notice of any such revision tocustomer 3 fnL Customer agrees to pay BANK ONE a prevailing charges in effect from time to time for providing the Service utilized or designated for use by Customer Payment may be in the form of oolkined balances remittow from Customer automatic deduction from Customer s account or a combination thereof 3 Security. To protsm Customer's access to and utilization of the Service BANK ONE shag witimh sreunty pmoalums (furnished to Customer in witting) which shall be and remain confidentkl Customer agrees to disclose such procedures only to persons who are authonxed to obtain actin and utdsa the Semen and to establish and maintain written procedures to safeguard security (including maintaining and dsulosing to BANK ONE a bsl of authorized persons on a current beis) Customer agrees to notify BANK ONE Immediately if Customer knows auspec6 or his reason to believe that unauthorized persons have had access to the security procedure that the security procedures have been breached or are inadequate in any way or that the Services are being or might be accessed or utilized in any manner potentially detrimental to Customer and/or BANK ONE BANK ONE shall have the right to change the security procedures immediately and without notice to Customer if BANK ONE has reason to believe that the security procedures have been disclosed to unauthorised persons have otherwise been breached are inadequate in any way or permit or might permit the Services to be accessed or utilized In any manner potentially detrimental to Customer andlor BANK ONE 4 Customer agrees to vestry cotNcurancy orders using adequate security pith BE dual control) and notify BANK ONE Vault Services of any ducrepannrs within 34 hours or Customer a Receipt of a colajcurency order delivery 5 p) Gnstom; agrees to hold harmless and indemnify BANK ONE from and against any and an habibties cuums costs expenses loses mddaIM any an ovary kind Bneludingreasonableauomeys fersandeoa«)aroligoutoformsulting duectlyonnmremly from the acuoramusions of Customer or third party «rvicers selected by Customer that provide service, to Customer in connection with the Services It is the intent of BANK ONE and Customer that this Indemnification shell be unlimited and shell include all direct Indirect Incidental consequential and punitive damages (b) Except for the willful misconduct or gross negligence of BANK ONE Customer remain; BANK ONE from all liabillues claims toss expenses loss; and damages of any and every kind (Including reasonable attorneys feet and costs) arising out of or resulting, directly or indirectly from any act omission error or delay in the parrormence or nonperformance of Services by BANK ONE In the event of BANK ONE, gross negligence or willful misconduct BANK ONE, liability shall be limited to amount equal to six months average billings to Customer taken over the twelve months preceding the month in which the damage or injury 6 alleged to have muffed but if this Agreement has not been in effect for twelve months preceding such date then over such fewer number of preceding months that this Agreement has been in effect Customer may not Simon any claim against BANK ONE arising in connection with this Agreement more than one year after the oceurence of the event which gives rise to such claim (c) BANK ONE shall have no responsibility or liability for failure or delay in performance or its obligations hereunder when such failure or delay, are due to any natural disaster fire need store strike labor unrest war riot a; or God power failure equipment !;lure errors or acts of any third pony or any aum beyond BANK ONE a reasonable control (it)THE OBLIGATIONS RESPONSIBILITIES LIABILITIES OF BANK ONE AS DESCRIBED ABOVE ARE EXCLUSIVE AND IN LIEU OF ANY OTHER GUARANTEES OBLIGATIONS RESPONSIBILITIES AND LIABILITIES HEREUNDER WHETHER DIRECT OR INDIRECT EXPRESS OR IMPLIED UNDER LAW OR EQUITY AND BANK ONE DISCLAIMS AND CUSTOMER HEREBY WAIVES AND RELINQUISHES ANY FURTHER OR OTHER SUCH GUARANTEES OBLIGATIONS RESPONSIBILITIES AND LIABILITIES ON BANK ONES PART INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OR FITNESS FOR A PARTICULAR PURPOSE OR OF MERCHANTABILITY AND CUSTOMER WANES ALL CLAIMS FOR CONSEQUENTIAL DAMAGES AND ALL CLAIMS REGARDING LOSS OF REVENUE INCOME PROFIT AND USE OR DAMAGES WHETHER SAME BE DIRECT INDIRECT INCIDENTAL OR CONSEQUENTIAL THE EXTENT OF LIABILITY THAT MAY BE IMPOSED ON BANK ONE IS LIMITED STRICTLY AND SOLELY TO THE CIRCUMSTANCES AND AMOUNTS AS SET FORTH ABOVE 6 Ggpg(gL7�Q Iaions. lest Teimintl140. This original to= of this Agreement shall be for a period of one year Pollowing the expiration of the original term this Agremem may «« $mina« by a tther pony upon not lose than (30) days written notice to the other and any such termination shag be effective upon the date specified in such termination notice provided that upon any breach of this Agreement by Customer BANK ONE may immediately terminate this Agreement without notice The provisions of Paragraph 4 hereof shall survive the termination of this Agreement and any unpaid fin amused through the date of terindnatlon ,hell be paid upon demand Ibl papBableJ�w This statement Hull be governed by and Interpreted N accordance with the laws of the State of Texas and venue for any dispute irking under this Agreem-ant a ba Danes Courtly Texts (a) Entire Agreement THIS AGREEMENT REPRESENTS THE FINAL AGREEMENT BETWEEN THE PARTIES AND MAY NOT BE CONTRADICTED BY EVIDENCE OF PRIOR CONTEMPORANEOUS OR SUBSEQUENT ORAL AGREEMENTS BY THE PARTIES THERE ARE NO UNWRITTEN ORAL AGREEMENTS BETWEEN THE PARTIES Except; specifically provided herein this Agreement can only be modified or emended by the mmua (d), of this Agree (a. the offscen a and their real (n mail register, for nouf estit thereof A Iw breach or of cement of the panda f any provision of this Agreement is held to be invalid Illegal or unenforceable such provision shall be deleted and the remainder enforced BE I such Invalid Wagal or unenforceable provision had never been contained therein This Agmmunt 6 effadvabetween Customer and BANK ONE for the purposes or"Agreement BANK ONE shut mean and Include its affiliates and «preeenutives of BANK ONE This Agreement shell be binding upon and Inure to the benefit of the panic hereto uccessors and wig" however this Agreement may not be assigned by Customer without prior written mutant of BANK ONE lea m4wmd or permitted under this Agreement shall be deemed to have been given when delivered in hand or when maned by United Stases mad return receipt requested passage prepaid and addressed BE set forth below Either party may from time to time change ns address l giving the other party poor written notice of the new address and the claw upon which it will become effective 4odelay or oMss«n bycither party to excroheany right or power hersundershall dmpaissuch right orpower or bemnswed to be a waiver party of any covenant to be pecrorncd by the other or any breach by Lite other shall not be coni to be a waiver of any sumo dmg be treated In rift confidence shell be used only (B T1044 to Pa ATICAS The titles to the thereof COMPANY, Name Ste efts; (Authorized Signer) Tide (faephone Number) otherwise publicly available that 4commuticated by BANK ONE to Customer shau mt and shall not be disclosed without the prior written coment of BANK ONE ment are for reference purpose only and shall not be used to m«rpzet the contents BANK ONE TEXAS. NA (Originating ranch) Name Signature (Authorized Signor) Title Data Date MIA -Gagvj 17 jana; 0 & j t e t �sre ty q• f t�r�"F f if Y i� Y k t hiFol T, Y sY i F { 4 f � I rt 7 `t iJH� }J }f# t} i waY ' w r t I 4 ��«ow .,�a�nx ° r # ° fpenup�BulNo°4�N� ne,�'NNtl euO bu4B n eara w, #dMwiBaq magma 4 cwu�me,etnBos OUO 4URe 4u1Moa40 awe �,a„.aa�e — x�-awo,�n �w•�¢� wowce 33 6M W# � pgNllS M I 11 rsvngan+re algp dq lunoaag anod of sltpa-Ta pug saajsugal sltsodap slsri Wpaag pug tgisodaU0 soaueigq palaaiioa uo ppa-Ta ssutu-Tea due snid pouad luawalgls alp -To; saRmga aare-Tas jo spunoum pug saddl swltglap uotlaas mau y dagu►mnS aBaggg aOLAJOS0 Sas-Tgga aatn-Tas pug s-Ta;sugxl spun] 'swap papsod lsg jo dlqumb pug punoum 8wpniaw 'lunoaae -Tnod of sltgap -Taglo samwall spsmg.TPtPth1 iguogtPPH pled sKoaga;o lunowg milop IMol sapniaw pied alep pue lunowg tagwnu dq pied s3laago s4si7 Simau uogaesuu.IL suulaagg aauglgq sutpua pug sppa-Ta aag)O pug sltsodap 'siemwpgptm pled s3ioaga jo aagwnu aougigq Eutuutsaq swmogs AvAilae lunoaae BmNoaga -Tnod saztagwwnS dagwwnS dl►ngaV Xuulaagg ssauisng0 alup swpua luawalgls agl;o se pied lsa-Talus pug saauglgq gpm slunooae ssauisnq auO Kuug lnod sutmmiuns uoqaas oomp g lg uy sauuwwnS lunoaaV e sased wawams;o -Tagwnu pug pouad luawalgls aagwnu uoggagquapt xel aagwnu lunoaag aweu ssautsng anod slsrl uoggw-TojuI ssau[sng nod ao3 Iaisua sutKugq ssautsnq a3lgw of sa3pj p aanalggm Swop a., aM 0 saamsue agp -To; aag;o auO 3111e9 due psre -To Qua suogsanb due angq nod p puy pewao; luawalgls mau anod gpm palwenbag lag aaaq aas nod luawalgls aidwus aq1 lg 3looi �mnb a alley lunoaag ssawsng auo Kugg anod;o mamw „ aaueis g 19 apaldwoo a nod sumtE -Tana se antsuagwdwoa sg puy lunoaae anod apauoaa-T of -Talsg; peal 01 aatsga 11 apgw an aM luawalgls ssawsng auo Kueg all paustsap am uagm putty m pgq am w4m dgoexa s leg i, aapaq st -Taidwts 'sawgawos asneaag suoge-Tado anod augwgaals of asuas pool sa3luw li ssautsnq uj Rw w , t miuh ah h i tin i8inalllliflhiri37i$19iUiiubOiiis 3ah ai> > > a 8840 Si �>i Federal Financial Institutions Examination Council E X T mi ti MAN + il.a.+r Board of Govemms of the Federal Reserve Swim OMB Number 71W-0036 Federal Deposit inswance Corporation OMB Number 3064-0052 Office of the Comptroller of the currency OMB Number 1557-0081 Expires Febntary 78 1"5 Please refer to page i Table of Contents for to required disclosure of estimated burden Consolidated Reports of Condition and Income for A Bank With Domestic and Foreign Offices—FFIEC 031 Report at the close of business June 30,1993 (9l� This report is required by law 12 U S C §324 (State member banks) 12 U S C §1817 (State nonmember banks) and 12 U S C §161(National banks) NOTE The Reports of Condition and Income must be signed by an authorized officer and the Report of Condition must be attested to by not less than two directors (trustees) for State nonmember banks and three directors for State member and National banks I Barry R Barkley, Chief Financial Officer Name and Title of Officer Authorized to Sign Report of the named bank do hereby declare that these Reports of Condition and Income (including the supporting schedules) have been prepared inw conformance ith the instructions issued by the appropriate Federal regulatory authority and are true to the best of my knowledge and belief Si tore of Officer Aull6ilmdit Report 7-29-93 Date of Signature For Banks Submitting Hard Copy Report Forms. State Member Banks Retluntheoriginalandonecopytothe appropriate Federal Reserve District Bank. State Nonmember Banjp Return the original only in the special return address If express mall is used m heu of the special address envelope return the original only to the e o Quality Data Systems 2139 Espey Court Crofton 114 Thus reportform is lobe filed bybanks withbranches and con sobdated subsidiaries in U S territories and possessions Edge or Agreement subsidiaries foreign branches consolidated foreign subsidiaries or International Banking Facilities The Reports of Condition and Income are to be prepared in accordance with Federal regulatory authority instructions NOTE These instructions may in some cases differ from generally accepted accounting principles We the undersigned directors (trustees), attest to the correct ness of this Report of Condition (including the supporting schedules) and declare that it has been examined by us and to the best of our knowledge and belief has been prepared confognance with the instructions issued by the a r to Fecie 1 regulatory auth99" tea jz National Banks Return the original only in the special return address envelope provided If express mail is used in lieu of the special return address envelope return the ongmal only to the FDIC c/o Quality Data Systems, 2139 Espey Court Crofton MD 21114 FDIC Certificate Number I i I I I i I tBow amm CALL NO. 184 31 06-30-93 CERT 27474 00088 STBK 48-1996 BANK BONE, TEXAS, NATIONAL ASSOCIATIO OALLAS?XTX2544222-5415 L_ Board of Governors of the Federal Reserve System, Federal Deposit Insurance Corporation Office of the Comptroller of the Curronry > > o o , a19n 81iP11 ma 88 n afAa#o aa3x>i&+iaaaii8� a a an +>+ rv� , o , Sii� FFtec oat Pape a Consolidated Reports of Condition and Income for A Bank With Domestic and Foreign Offices Table of Contents Signature Page Cover Report of Income Schedule RI —Income Statement RI 1, 2 3 Schedule RI -A --Changes in Equity Capital RI 3 Schedule RI-B--Charge-offs and Recoveries and Changes in Allowance for Loan and Lease Losses RI4, 5 Schedule RI-C—Apphcable Income Taxes by Taxing Authority RI-5 Schedule RI D—Income from International Operations RI-6 Schedule RI-E—Explanations RI-7, 8 Disclosure of Estimated Burden The estimated average burden associated with "inforurtio ncdleciiona29.2hours per respondent and isestimatedto vary from 146to 19ohounper response depending on m&vduai nrcumafantee. Burden estlmatesinclude fhetime fee revWivinnglnstruc bons gadwnng and maintaining data in the required form, and completing rise udormation collection, but exclude rise time for compiling end maintaining business records in the normal couree of a resporrdenrs activities. comments concerning rise accuracy of this burden estimate and snrggesdons for reducing tide burden should be duetted to the Office of fnfacm0set and Regulatory Affatn Office of Management and Budget Washington, D C Xft and mar of tie following: Secretary Board of Covemored dw padeedlies rve System Washington, DC 20551 Legislative and Regulatory Analysis Division Office of the comptroller of the Currency Washmgtm DC 20219 Assistant Executive Secretary Federal Deposit lnsuranceCorporatum Wasungim DC 20M Report of Condition Schedule RC —Balance Sheet RC 1 2 Schedule RC A —Cash and Balances Due From Depository Institutions RC 3 Schedule RC B—Secunties RC-4 5 Schedule RC-C—Loans and Lease Financing Receivables Part I Loans and Leases RC 6 7 Part H Loans to Small Businesses and Small Farms (included in the forms for June 30 only) RC 7a 7b Schedule RC-D—Assets Held in Trading Accounts in Domestic Offices Only (to be completed only by banks with $1 billion or more in total assets) RC 8 Schedule RC E—Deposit Liabilities RC 9 19 Schedule RC-F—Other Assets RC Schedule RC-G--Other Liabilities RC 11 Schedule RC H—Selected Balance Sheet Items for Domestic Offices RC 12 Schedule RC I —Selected Assets and Liabilities of IBFs RC-12 Schedule RC K—Quarterly Averages RC 13 Schedule RC-L—Off-Balance Sheet Items RC-14 15 Schedule RC-M—Memoranda RC-16 17 Schedule RC N—Past Due and Nonaccrual Loans Leases, and Other Assets RC 18 19 Schedule RC-O—Other Data for Deposit Insurance Assessments RC 19 20 Schedule RC-R—Rtsk Based Capital RC 21 22 Optional Narrative Statement Concerning the Amounts Reported in the Reports of Condition and Income RC 23 Special Report (to be completed by all banks) Schedule RC J—Repncmg Opportunities (sent only to and to be completed only by savings banks) For information or assistance national and state nonmember banks should contact the FDIC s Call Reports Analysis Urut 550 17th Street NW Washington D C 20429 toll free on (800) 688-FDIC (3342) Monday through Friday between 8 00 a in and 5 00 p in Eastern time State member banks should contact their Federal Reserve District Bank > � 4 bb H "81W1WU 8m 8iib64Ww t 8b881 U ill t i t 1 Legal Title of Bank Bank One Texas NA Address 1717 Main Street City State Zip Dallas, TX 75201 3602 FDIC Certificate No W 71417141 Consolidated Report of Income for the period January 1, 1993-June 30, 1993 Call Date 6/30/93 ST BK 48 1996 FFIEC 031 Page RI 1 ALL Report of Income schedules are to be reported on a calendar year to date basis in thousands of dollars Schedule RI --Income Statement 1480 < Dollar Amounts in Thousands 1 Interest income RIAD Bit Mil Thou on loans a Interest and fee incomeoffices (1) In domestic offices (a) Loans secured by real estate (b) loans to depository institutions 4011 137 404 1 a (1)(a) (c) Loans to finance agricultural production and other loans to farmers 4019 � 26 � 40t9 2 921 921 1 a (1)(b) (d) Commercial and industrial loans 4024 12 1 a (1)(c) (a) Acceptances of other banks 86 1 a (1)(d) (f) Loans to indi viduala for household family and other personal expenditures 400 1 a (1)(e) (1) Credit cards and related plans 4054 40 845 1 a (1)(f)(1) (2) Other (9) Loans to foreign governments and official institutions 4055 99 423 4056 0 1 a (1)(f)(2) (h) obligations (other than securities and leases) of states and political 1 a (1)(g) subdivisions in the U S (1) Taxable obligations (2) Tax exempt obligations 4503 752 1 a (1)(h)(1) h ) ALL other loans in domestic offices 4504 322 1 a (1)(h)(2) (2) In foreign offices Edge and Agreement subsidiaries antl We 4058 15 579 4059 1 a (1)(i) b Income from lease financing receivables 0 1 a (2) (1) Taxable leases (2) Tax exempt leases 4505 2 020 1 b (1) c Interest intone on balances due from depository institutions (1) 4307 359 1 b (2) (1) In domestic offices (2) In foreign offices, Edge and Agreement subsidiaries and IBFs 4105 7 120 4106 0 1 c (1) d Interest and dividend income on securities 1 c (2) (1) U S Treasury securities and U S Government agency and corporation obligations 4027 110 410 (2) Securities issued by states and political subdivisions in the U S 1 d (1) (a) Taxable securities 4506 0 (b) Tax exempt securities 1 d (2)(a) (3) Other domestic debt securities 4507 4 419 1 d (2)(b) (4) Foreign debt securities 3657 57 135 1 d (3) (5) Equity securities (including investments in mutual funds) 3658 104 3659 902 1 d (4) e Interest income from assets held In trading accounts 1 d (5) 14069 _. t 1 e (1) Includes interest income an time certificates of deposit not held in trading accounts 3 �� it t it ii l l a> >xiiirll) Legal Title of Bank Bank One Texas NA Address 1717 Main Street City State Zip Dallas, Tx 75201 3602 FDIC Certificate No12171417141 Schedule III- - Continued Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Page RI 2 1 Interest income (continued) I Tear to date RIAD Bit Mit Thou f Interest income on federal funds sold and securities purchased under agreements to resell in domestic offices of the bank and of its Edge and Agreement subsidiaries and in IBFs 4020 2 373 1 f Is Total interest income (sum of items 1 a through 1 f) 4107 568 757 1 2 Interest expense g a Interest on deposits (1) Interest on deposits in domestic offices (a) Transaction accounts (NOW accounts, ATS accounts and telephone and preauthon zed transfer accounts) 4508 1 626 2 a (1)(a) (b) Nontransaction accounts (1) Money market deposit accounts (MMDAs) 4509 37 812 2 a <1)(b)(1) (2) Other savings deposits 4511 3 538 2 a (1)(b)(2) (3) Time certificates of deposit of $100 000 or more 4174 19 847 2 a (1)(b)(3) (4) All other time deposits 4512 78,564 2 a (1)(b)(4) (2) Interest on deposits in foreign offices Edge and Agreement subsidiaries, and IBFs 4172 3 164 2 a (2) b Expense of federal funds purchased and securities said under agreements to repurchase in domestic offices of the bank and of its Edge and Agreement subsidiaries and in IBFs 4180 8 364 2 b c interest on demand notes issued to the U S Treasury and on other borrowed money 4185 548 2 d Interest on mortgage indebtedness and obligations under c capitalized leases 4072 26 2 d e Interest on subordinated notes and debentures 4200 0 2 f Total interest expense (sum of items 2 a through 2 e) 4073 153 489 e 2 f 3 Net interest income (item 1 g minus 2 f) ///////////// RIAD 4074 1 415 268 I 3 4 Provisions a Provision for loan and lease losses /////// RIAD 4230 (6 5601 4 a b Provision for allocated transfer risk ///////// RIAD 4243 1 0 1 4 b 5 Noninterest income a Income from fiduciary activities 1 4070 13 657 5 b Service charges on deposit accounts in domestic offices 4080 64 926 a 5 b c Trading gains (losses) and fees from foreign exchange transactions 4075 882 5 c d Other foreign transaction gains (losses) 4076 0 5 d e Gains (losses) and tees from assets held in trading accounts 4077 295 5 e f Other noninterest income (1) Other fee income 5407 26 261 5 f (1) (2) ALI other noninterest income" 5408 12 521 5 f (2) g Total noninterest income (sum of items 5 a through 5 f) ////////////////// RIAD 4079 118 542 5 6 Gains (losses) on securities not held in trading accounts ////////////////// 4091 I g 1.846 I 6 7 Noninterest expenses _RIAD a Salaries and ampioyee benefits 4135 124 218 7 b Expenses of premises and fixed assets (net of rental income) a (excluding salaries and apt" benefits and mortgage interest) 4217 32 730 7 b c Other noninterest exp~ 4092 172 006 7 c d Total noninterest expense (SUN of items 7 a through 7 c) ////////////////// RIAD 4093 1 328.954 1 7 d 8 Income (loss) before income taxes and extraordinary item and other adjustments (item 3 plus or minus items 4 a 4 is 5 Is, 6 and 7 d) ////////////////// RIAD 4301 213 266 B 9 Applicable income taxes (on item 8) //////////////// RIAD 4302 1 72.084 1 9 10 Income (loss) before extraordinary items and other adjustments (item 8 minus 9) I 11IAD_4300 I 141.182 1 10 *Describe an Schedule RI E Explanations 4 14WA9Pii i + � Legal Title of Bank Bank One Texas NA Address 1717 Main Street City State Zip Dallas Tx 75201 3602 FDIC Certificate Not L21 71417141 Schedule Ri--Continued 9i > > x B iII99iNi i 1 b1 t i3il+ii BilNeii18113 �NiiiNiiiiiiiidlN7333tiidi Wll ! ;Wi iW;gifillh Call Date 6/30/93 ST BK 48 1996 FFIEC 031 Page RI 3 Year to date Dollar Amounts in Thousands RIAD Bit Mil Thou 11 Extraordinary items and other adjustments I Bit Mit Thou a Extraordinary items and other adjustments gross of income taxes" 4310 0 11 a b Applicable income taxes (on item 11 a)* 4315 0 11 b c Extraordinary items and other adjustments, net of incase taxes (item 11 a minus 11 b) RIAD 4320 0 1 11 c 12 Net income (loss) (sum of items 10 and 11 c) I ////////////////// I RIAD 4340 1 141,182 1 12 Memoranda _I Year to date I Dollar Amounts in Thousands 1 RIAD Bit Mil Thou 1 Interest expense incurred to carry tax exempt securities loans and leases acquired after August 7 1986, that is not deductible for federal income tax purposes 4513 1 942 M 1 2 Not applicable 3 Estimated foreign tax credit included in applicable income taxes items 9 and 11 b above 4309 0 M 3 4 To be completed only by banks with $1 billion or more in total assets Taxable equivalent adjustment to "income (loss) before income taxes and extraordinary items and other adjustments" (item 8 above) 1244 2 264 M 4 5 Number of full time equivalent employees on payroll at end of current period (round to //// Number nearest whole number) 14150 _7,396 1 M 5 Schedule RI -A --Changes in Equity Capital Indicate decreases and losses in parentheses Dollar Amounts in Thousands 1 Total equity capital originally reported in the December 31 1992 Reports of Condition 1483 < l RIAD Bit Nil Thou and Income 2 Equity capital adjustments from amended Reports of Income net* 3215 3216 1 250 135 1 3 Amended balance and of previous calendar year (sus of items 1 and 2) 3217 0 2 1 250 135 3 4 Net income (loss) (must equal Schedule RI item 12) 4340 141 182 4 5 Sale conversion acquisition or retirement of capital stock, net 4346 0 5 6 Changes incident to business comb(natt ons, net 4356 0 6 7 LESS Cash dividends declared on preferred stock ' 4470 0 8 LESS Cash dividends declared on common stock 4460 I 7 43,000 8 9 Cumulative effect of changes in accounting principles from prior years* (see instructions for this schedule) 4411 0 9 10 Corrections of motorist accounting errors from prior years* (see instructions for this schedule) 4412 0 10 11 Change in net unrealized lams an marketable equity securities 4413 0 11 12 Foreign currency translation adjustments 4414 0 12 13 Other transactions with Parent holding company'" (not included in items 5, 7 or 8 above) 4415 0 13 14 Tottal8 equity capital and of current period (sum of items 3 through 13) (must equal Schedule RC item 2 3210 1,348,317 114 Wescrmbe on Schedule RI E Explanations 5 48810 US¢ a N9iAWY3lleli73l4ifNNWIQkhFNalifeitiNlNNi$81)Uiiii7Na)ai3iia3aeNiiFidi ABNA i I + z > �11 Legal Title of Bank Bank One Texas NA Address 1717 Main Street Call Date City State Zip Dallas TX 75201 3602 FDIC Certificate No 12171417141 Schedule RI-$--Charge-offs and Recoveries and Changes in Allowance for Loan and Lease Losses Part I Charge -offs and Recoveries on Loans and Leases Part I excludes charge offs and recoveries through the allocated transfer risk reserve 2 3 4 5 6 7 8 9 Loans secured by real estate a To U S addressees (domicile) In To non U S addressees (domicile) Loans to depository institutions and acceptances of other banks a To U S banks and other U S depository institutions b To foreign banks Loans to finance agricultural production and other loans to farmers Commercial and Industrial loans a To u S addressees (domicile) b To non U S addressees (domicile) Loans to Individuals for household family and other personal expenditures a Credit cards and related p(ans b Other (includes single payment installment and all student loans) Loans to foreign governments and official Institutions All other loans Lease financing receivables a Of U S addressees (domicile) b Of non U S addressees (domicile) Total (sum of items 1 through 8) Memoranda 6/30/93 ST BK 48 1996 FFIEC 031 Page RI 4 1486 < (Co l unn A) I (Coluri 8) 1 Charee offs Reco-_ 4651 4 005 4652 0 4653 0 4654 0 4655 18 4645 3 535 4646 0 4656 12 197 4657 15 941 4643 0 4644 0 4658 0 4659 0 4661 1 510 4662 0 4663 0 4664 0 4665 0 4617 12 658 4618 0 4666 675 4667 5 496 4627 0 4628 16 4668 0 4669 0 Cumulative Recoveries Jan 1 1986 through To be completed by national banks only nos I Dec bi, 1989 1_ Report Date 1 Charge offs and recoveries of Special Category Loans as defined for this I RIAD Sit Nil Thou RIAD Bit Mil Thou Call Report by the Comptroller of the Currency Memorandum Items 2 and 3 are to be completed by all banks 2 Loans to finance commercial real estate, construction, and land development activities (not secured by real estate) Included in RI B pert I item 4 and 7, above 3 Loans secured by real estate in doslastic offices (included in Schedule RI B part 1, item 1, above) a Construction and tend developsent b Secured by farmland c Secured by 1 4 family residential properties (1) Revolving open end loans secured by 1 4 family residential properties and extended under lines of credit (2) ALL other loans secured by 1 4 family residential properties d Secured by multifamily (5 or more) residential properties e Secured by nonfarm nonresidential properties 6 Cumulative Charge offs Jan 1 1986 through (Column A) 5409 1 CIS 3582 130 3594 4 5411 298 5413 3 436 3588 76 (Column 8) �41u 0 3583 65 3585 4 5412 36 5414 1 197 3589 0 1 1 a I 2 a 2 b 3 4 a 4 b 5 a 5 b 6 7 8a 8 b 9 M1 M2 M 3 a M 3 b M 3 c (1) M3c(2) M 3 d M 3 e e ,u a» i u � i >4WgilWiA Legal Title of Bank Bank One Texas NA Address 1717 Main Street City State Zip Dallas, TX 75201 3602 FDIC certificate Na 12171417141 Schedule RI-B--Continued Part II Changes in Allowance for Loan and Lease Losses and in Allocated Transfer Risk Reserve 1 Balance on ginally reported in the December 31 1992 Reports of Condition and Income 2 Recoveries (column A must equal part I item 9 column B above) 3 LESS Charge offs (column A must equal part 1 item 9 column A above) 4 Provision (col uan A must equal Schedule RI item 4 a, column B must equal Schedule RI item 4 b) 5 Adjustments- (see instructions for this schedule) 6 Belance end of current period (sum of items 1 through 5) (column A must equal Schedule RC, item 4 b, column B must equal Schedule RC item 4 c) "Describe on Schedule RI E Explanations Call Date 6/30/93 ST BK 48 1996 FFIEC 031 Page RI 5 (Column A) (column B) Allowance for Allocated Loan and Lease I Transfer Risk 3124 137 139 3131 0 1 4605 20 355 3132 0 2 4635 35,696 3133 0 3 4230 (6 564)1 4243 0 1 4 4815 812 3134 0 5 3123 116,046 13128 0 6 Schedule RI-C--Applicable Income Taxes by Taxing Authority Schedule R1 C is to be reported with the December Report of Income 1 Federal 2 State and local 3 Foreign 4 Total (sum of items 1 through 3) (must equal sun of Schedule RI 5 Deferred portion of item 4 fi 1489 < RIAD Bit Mil Thou 4780 N/A 1 4790 N/A 2 4795 N/A 3 4770 N/A 4 5 asEaett I I I1I;Aidg Legal Title of Bank Bank One Texas NA Address 1717 Main Street City State Zip Dallas, TX 75201 3602 FDIC Certificate No 12171417141 Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Page RI 6 Schedule RI-D--Income from International Operations For all banks with foreign offices, Edge or Agreement subsidiaries or IBFs where international operations account for more than 10 percent of total revenues total assets or net Income Part I Estimated Income from International Operations 1492 < Year to date Dollar Amounts in Thousands 1 Interest Income and expense booked at foreign offices Edge and Agreement subsidiaries I RIAD 811. NIL Thou and IBFs a Interest Income booked b Interest expense booked 4837 N/A 1 a c Net Interest income booked at foreign offices Edge and Agreement subsidiaries and IBFs 4838 N/A 1 b (item 1 a minus 1 b) 2 Adjustments for booking location of international operations 4839 N/A 1 c a Net interest income attributable to international operations booked at domestic offices 4840 N/A b Net interest income attributable to domestic business booked at foreign offices 4841 2 a c Net booking location adjustment (item 2 a minus 2 b) N/A 2 b 3 Noninterest income and expense attributable to international operations 4842 N/A 2 c a Noninterest income attributable to international operations 4097 b Provision for loan and lease losses attributable to international operations N/A 4235 N/A 3 a 3 c Other nom nterest expense attributable to international operations 4239 N/A b 3 c d Net noninterest income (expense) attributable to international operations (item 3 a minus 3 b and 3 c) 4843 3 4 Estimated pretax income attributable to international operations before capital allocation N/A d adjustment (sum of items t c 2 c and 3 d) 5 Adjustment to pretax income for Internal allocations to international operations to reflect 4844 N/A 4 the effects of equity capital on overall bank funding costs 4845 6 Estimated pretax income attributable to international operations after capital allocation N/A 5 adjustment (sun of items 4 and 5) 7 Income taxes attributable to income from international operations as estimated in item 6 1 4846 N/A 1 4797 6 8 Estimated net income attributable to international operations (item 6 minus 7) N/A 1 4341 7 N/A 18 Memoranda Dollar 1 Intracompany interest Income Included in item 1 a above Amounts in Thousands RIAD B1l Mil Thou 2 Intraccmpany interest expense included in item 1 b above 4847 N/A 1 M 1 4848 N/A I M 2 Part Ii Supplementary Details on Income from International Operations Required by the Departments of Commerce and Treasury for Purposes of the U S International Accounts and the U S National Income and Product Accounts 1 Interest ineanwe booked at Ufa uvu ar q unLa 1n rnousa 1 RIAD Bil Mil Thou 2 Interest expense booked at We 4849 N/A 1 3 Noninterest intone attributable to international operations booked at domestic offices 4850 N/A 2 (excluding IBFs) a Gains (losses) and extraordinary items b Fees and other nom nterest income 549 1 N/A 549 3 a 4 Provision for loan and lease Losses attributable to international operations booked at N/A 3 b domestic offices (excluding IBFs) 5 Other nom nterest expense attributable to international operations booked at domestic offices I 4852 N/A 4 (excluding IBFs) j 4853 N/A 15 8 I r � i o > > 18i' b ww >> > Ni o;iWAii 44 Legal Title of Bank Sank One, Texas NA Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Address 1717 Main Street Page RI 7 city state zip Dallas, TX 75201 3602 FDIC Certificate No J ZL7L417 4 Schedule RI-E«-Explanations Schedule RI E is to be completed each quarter on a calendar year to date basis Detail all adjustmentsiin Schedules RI A and RI B, all extraordinary Items and other adjustments in Schedule RI and all significant items of other noninterest income and other noninterest expense in Schedule RI (See instructions for details ) 1 All other noninterast Income (from Schedule RI item 5 f (2)) Report amounts that exceed 10% of Schedule RI item 5 f (2) a Not gains on other real estate owned 5415 0 1 a b Net gains on sales of loans 5416 0 1 b c Net gains on sales of premises and fixed assets 5417 0 1 c Itemize and describe the three largest other amounts that exceed 10% of Schedule R1. item 5 if (2) d TEXT 4461 COWNED LIFE INSURANCE 4461 2 805 4462 2 432 4463 1 d 1 e 1 f e TEXT 4462 I P IOR PERIOD SALES TAX REFUND if l TEXT 4463 1 2 Other noninterest expense (from Schedule RI item 7 c> a Amortization expense of intangible assets 4531 12 369 2 a Report amounts that exceed 10% of Schedule RI item 7 c b Net losses on other real estate owned 5418 0 2 b c Net losses on spies of loans 5419 0 2 c d Net losses on sales of premises and fixed assets 5420 0 2 d Itemize and describe the three largest other amounts that exceed 10% of Schedule RI. item 7 c a TEXT 4464 1 D P E G C G S 4464 40 533 4467 26 858 2 e 2 f 2 g f TEXT 4467 I EN PROCESSING CHARGES g 1 TEXT 4468 14468 3 Extraordinary items and other adjustments (from Schedule RI item 11 a) and applicable income tax effect (from Schedule R1, item 11 b) (itemize and describe all extraordinary ems and other adjustments) a (1) 1 TEXT 446911 4469 ////////////////// 3 a 3 a (1) (2) C2) A p�licacis Icame tax effect I RIAD 4486 I b (1) 4487 3 b (1) (2) Applicable income tax effect I_RIAD 4488 I ////////////////// 3 b (2) c (1) 1 TEXT 448911 4489 3 c (1) (2) Applicable income tax effect I RIAD 4491 I ////////////////// 3 c (2) 4 Equity capital adjustments from amended Reports of Income (from Schedule RI A, item 2) (itemize and describe ell adjustments) a I TEXT 4492 4492 4 a 4 b b 1 TEXT 4493 14493 5 Cumulative effxt Hof changes in accounting principles from prior years (frees Schedule RI A. itse 9) (ited to and describe ell changes in accounting principles) a TEXT 4494 1 4494 4495 1 5 a 5 b b TEXT 4495 1 6 Corrections of material accounting errors from prior years (from Schedule RI A It*M 10) (itemize and describe all corrections) a TEXT 4496 44% 1 4497 6 a 1 6 b b l TEXT 4497 I 9 �i6Uaaa8>+tA4Na118aaiN3xlfiUi3>#aN388N1iAi3bUi} � 8 84 � va read + � !si a � " akaW144 hi Legal. Title of Bank Bank One, Texas NA Address 1717 Main Street City State Zip Dallas TX 75201 3602 FDIC Certificate No IZ171417141 Schedule RI-S--Continued Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Page RI 8 _I Year to date Dollar Amounts in Thousands RIAO Bit Mil Thou 7 Other transactions with parent holding company (from Schedule Rt A item 13) (itemize and describe ell such transactions) a TEXT 4498 4498 7 a b l TEXT 4499 14499 7 b 8 Adjustments to allowance for loan and lease losses (from Schedule RI B part II item 5) (itemize and describe all adjustments) a I TEXT 4521 1 RESERVE ACQUIRED FROM UNITED BANK OF DENTON 4521 812 8 a b I TEXT 4522 1 4522 8 b 9 Other explanations (the space below is provided for the bank to briefly describe 1 1489 1 1499 1 < at its option, any other significant items affecting the Report of Income) No comment fXI (RIAD 4769) Other explanations (please type or print clearly) (TEXT 4769) 10 M n 1 IAb 1 B 3 p11A 5 1 11 i u 9 11 Legal Title of Bank Bank One, Texas NA Address 1717 Main Street city State Zip Dallas TX 75201 3602 FDIC Certificate No 12171417141 Call Date 6/30/93 ST 8K 48 1996 FFIEC 031 Page RC 1 Consolidated Report of Condition for insured Commercial and State -Chartered Savings Banks for June 30, 1993 All schedules are to be reported in thousands of dollars Unless otherwise indicated report the amount outstanding as of the last business day of the quarter Schedule RC --Balance Sheet Dollar Amounts in Thousands I ASSETS I 1 Cash and balances due from depository institutions (from Schedule RC A) a Noninterest bearing balances and currency and WWI I I b Interest bearing balances(2) 2 Securities (from Schedule RC B) 3 Federal funds sold and securities purchased under agreements to resell in domestic offices of the bank and of its Edge and Agreement subsidiaries, and in IBFS a Federal funds sold b Securities purchased under agreements to resell 4 Loans and lease financing receivables a Loans and leases, net of unearned income (from Schedule RC C) I RCFO 2122 I 8 963 796 b LESS Allowance for loan and lease losses I RCFD 3123 I 116 046 c LESS Allocated transfer risk reserve I RCFD 3128 1 0 d Loans and leases, net of unearned intone, allowance andlreserve (item 4 a minus 4 b and 4 c) 5 Assets held in trading accounts 6 Premises and fixed assets (including capitalized leases) 7 Other real estate owned (from Schedule RC M) 8 Investments in unconsolidated subsidiaries and associated companies (from Schedule RC M) 9 Customers' liability to this bank on acceptances outstanding 10 Intangible assets (from Schedule RC M) 11 Other assets (from Schedule RC F) 12 Total assets (sun of items 1 through 11) (1) Includes cash items in process of collection and unposted debits (2) Includes time certificates of deposit not held in trading accounts C400 I < RCFO Bit Mil Thou 0081 1 388 273 1 a 0071 161 619 1 b 0390 5 855 347 I 2 0276 15 630 3 a 0277 626,852 I 3 b 4 a 4 b 4 c 2125 8 747 750 I 4 d 2146 177 I 5 2145 172 450 I 6 2150 24 846 I 7 2130 0 I 8 2155 12 412 I 9 2143 43 108 110 2160 365 577 111 2170 17.414.041 1 12 u b 11 1e 111814i) 11, d , tasmsxuxec Legal Title of Bank Address City State Zip FDIC Certificate No Bank One, Texas NA 1717 Main Street Dallas, TX 75201 3602 12171417141 Schedule RC --Continued Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Page RC 2 LIABILITIES 13 Deposits a In domestic offices (sum of totals of columns A and C from Schedule RC E. Dart I) (1) Noninterest bearing(l) RCON 6631 3 880,994 (2) Interest bearing I RCON 6636 10,925,164 b In foreign offices, Edge and Agreement subsidiaries and IBFs (from Schedule RC E part II) (1) Nonintereat bearing RCFN 6631 0 (2) Interest bearing I RCFN 6636 262,955 14 Federal funds purchased and securities sold under agreements to repurchase in domestic offices of the bank and of its Edge and Agreement subsidiaries and in IBFs a Federal funds purchased b Securities sold under agreements to repurchase 15 Demand notes issued to the U S Treasury 16 Other borrowed money 17 Mortgage indebtedness and obligations under capitalized leases 18 Bank s liability on acceptances executed and outstanding 19 Subordinated notes and debentures 20 Other liabilities (from Schedule RC G) 21 Total liabilities (sun of items 13 through 20) 22 Limited life preferred stock and related surplus EQUITY CAPITAL 23 Perpetual preferred stock and related surplus 24 Common stock 25 Surplus (exclude all surplus related to preferred stock) 26 a Undivided profits and capital reserves b LESS Net unrealized Loss on marketable equity securities 27 Cumulative foreign currency translation adjustments 28 Total equity capital (aim of items 23 through 27) 29 Total liabilities limited life preferred stock and equity capital (sun of items 21 22 and 28) Memorandum To be reported only with the March Report of Condition 1 Indicate in the box at the right the number of the statement below that best describes the most comprehensive level of auditing work performed for the bank by independent external auditors as of any data during 1992 1 = independent audit of the bank conducted in accordance with generally accepted auditing standards by a certified public accounting firm which submits a report on the bank 2 - Independent audit of the benk's parent holding company conducted in accordance with generally accepted auditing standards by a certified public accounting firm which submits a report on the consolidated holding company (but not on the bank separately) 3 = Directors' examination of the bank conducted in accordance with generally accepted auditing standards by a certified public accounting firm (may be required by state chartering authority) RCON 2200 14 806 158 13 a 13 a (1) 13 a (2) RCFN 2200 262 955 13 b 13 b (1) 13 b (2) RCFD 0278 352 055 14 a RCFD 0279 199 457 14 In RCON 2840 16 282 15 RCFD 2650 26 750 16 RCFD 2910 319 17 RCFD 2920 12 417 18 RCFD 3200 0 19 RCFD 2930 389 331 20 RCFD 2948 16 065 724 21 RCFD 3282 0 22 RCFD 3838 0 23 RCFO 3230 224 000 24 RCFD 3839 775 699 25 RCFD 3632 348 618 26 a RCFD 0297 0 26 b RCFD 3284 0 27 RCFD 3210 1 348 317 28 I RCFD 3300 17,414,041 1 29 Number I RCFD 6724 N/A L M 1 4 - Directors' examination of the bank performed by other external auditors (may be required by state chartering authority) 5 - Review of the bank's financial statements by external auditors 6 = Compilation of the bank's financial statements by external auditors 7 - Other audit procedures (excluding tax preparation work) 8 - No external audit work (1) Includes total demand deposits and nommnterest bearing time and savings deposits 12 ++ + I S 1 � i� 1040 &' IWi i bdlaLSi 44W; ifbbddiUifbbbAifilM`BW3ili18NiNlUYi13iH1ido8dAillbi 19A bi W o a t i W... W. u > > . B'W d 1 1 N! 1 i b , Ai i Sli�ii7aii9iUiNt HlUI)h Legal Title of Bank Bank One, Texas NA Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Address 1717 Main Street Page RC 3 City state Zip Dallas T% 75201 3602 FDIC Certificate No J2L7LkL7W Schedule RC -A --Cash and Balances Due From Depository Institutions Exclude assets held in trading accounts 1 Cash items in process of collection unposted debits, and currency and coin a Cash items in process of collection and unposted debits b Currency and coin 2 Balances due free depository institutions in the U S a U S branches and agencies of foreign banks (including their IBFs) b Other commercial banks in the U S and other depository institutions in the U S (including their IBFs) 3 Balances due from banks in foreign countries and foreign central banks a Foreign branches of other U S banks b Other banks in foreign countries and foreign central banks 4 Balances due tram Federal Reserve Banks 5 Total (sun of items 1 through 4) (total of column A must equal Schedule RC, item 1) Noninterest bearing column B above) C405 < (Column A) (Column B) Consolidated Danestic 0022 877 187 0020 648 234 1 a 0080 228 953 1 b 0082 133 801 2 0083 721 ////////////////// 2 a 0085 133 080 ////////////////// 2 b 0070 138 621 3 0073 136,317 ////////////////// 3 a 0074 2 304 ////////////////// 3 b 0090 400 283 0090 400 283 4 10010 1,549.892 10010 1,549.892 15 in the U S (included in item 2 13 I I I l l i p u l 11l o00;1 ioir a � IIai�aaaUaUHIYBI>R3 Legal title of Bank Bank One Texas NA Address 1717 Main Street city State zip Dallas, T% 75201 3602 FDIC Certificate No 112171417141 Schedule RC-B--Securities Exclude assets held in trading accounts 1 2 3 4 5 6 7 U S Treasury securities U S Government agency and corporation obligations a All holdings of V S Government issued or guaranteed certificates of participation in pools of residential mortgages (1) Issued by FNMA and FHLMC (2) Guaranteed by GNMA (exclude FNMA and FHLMC issues) b All other (1) Collateralized mortgage obligations issued by FNMA and FHLMC (include REMICs) (2) All other U S Government sponsored agency obligations(2) (3) All other U S Government agency obligations(3) Securities issued by states and political subdivisions in thelli S a General obligations b Revenue obligations c industrial develgpment and similar obligations Other domestic debt securities a All holdings of private (I a nongovernment issued or guaranteed) certificates of participation inipools of residential mortgages b All other domestic debt securities (1) Privately issued collateralized mortgage obligations (include REMICs) (2) All other Foreign debt securities Equity securities a Marketable equity securities (1) Investments 1n mutual fads (2) Other marketable equity securities (3) LESS Net unrealized toes on marketable equity securities b Other equity securities (includes Federal Reserve stock) Total (sun of Items 1 through 6) (total of column A must equal Schedule RC, item 2) Call Date 6/30/93 ST BK 48 1996 FFIEC 031 Page RC 4 (Cat" A) I (Cot" B) 0400 825 304 3760 748 099 3762 477 518 0604 1,379 715 0402 235 627 0408 0 5361 963 071 5363 1 191 470 3635 3 805 3637 0 3639 0 3641 0 3642 30 738 0401 847 795 3761 785 515 3763 507 459 0605 1 385 276 0403 239,791 0409 0 5362 961 401 5364 1 211 805 3636 3 810 3638 0 3640 0 3643 29 991 C410 < Domestic Offices (Column C) Book Value 0400 825 304 3760 748 099 3762 477 518 3764 1 119 236 3765 219,497 3766 40 982 3767 191 110 3768 44 517 3769 0 0408 0 5361 963 071 5363 1 191,470 3635 3 805 3637 0 3639 0 3641 0 3642 30,738 2 a (1) 2 a (2) 2 b 2 b (1) 2 b (2) 2 b (3) 3 3 a 3 b 3 c 4 a 4 b (1) 4 b (2) 5 6 a (1) 6 a (2) 6 a (3) 6 b 7 (1) See discussion in Glossary entry for "market value of securities (2) Includes obligations (other than certificates of participation in pools of residential mortgages, CMOs and REMICs) issued by the Farm Credit System, the Federal Hero Loan Bank System the Federal Nome Loan Mortgage Corporation the Federal Nan onaL Mortgage Association, the Financing Corporation, Resolution Funding Corporation the Student Loan Marketing Association and the Tennessee valley Authority (3) Includes Smell Business Administration "Guaranteed Loan Pool Certificates I U S Maritime Administration obligations and Export Mort Bank participation certificates 14 4� � aob �U o 1 ! V,U o, )b J 0)bA!)b o 9mhb Nt t o 1 i>! i i 0 1 Legal Title of Bank Bank one, Texas NA Call Date Address 1717 Main Street City State Zip Dallas, TX 75201 3602 FDIC Certificate No 12171417141 Schedule RC-B--Continued Memoranda Dollar Amounts to Thousan 1 Pledged securities 2 Maturity and repricing data for debt securities(1),R) (excluding those in nonaccrual status) a Fixed rate debt securities with a remaining maturity of (1) Three months or lass (2) Over three months through 12 months (3) Over one year through five years (4) Over five years (5) Total fixed rate debt securities (sum of Memorandum items 2 a (1) through 2 a (4)) b Floating rate debt securities with a repricing frequency of (1) Quarterly or more frequently (2) Annually or more frequently but less frequently then quarterly (3) Every five years or more frequently but less frequently than amually (4) Less frequently than every five years (5) Total floating rate debt securities (sum of Memorandum items 2 b (1) through 2 b (4)) c Total debt securities (sum of Memorandum items 2 a (5) and 2 b (5)) (must equal total debt securities from Schedule RC B sun of item 1 through 5 column A minus nonaccrual debt securities included in Schedule RC N item 9, Column C) 3 Taxable securities issued by states and political subdivisions in the U S (included in Schedule RC 8 item 3, colum A above) 4 Debt securities restructured and in comptiance with modified term (included in Schedule RC B items 3 through 5, colum A above) 5 Debt securities held for sale (included in Schedule RC B, items 1 through 5, column A above) 6 Floating rate debt securities with a remaining maturity of one year or less (included in Memorandum item 2 b (5) above) , , wi»NNMB 6/30/93 ST 8K 48 1996 FFIEC 031 Page RC 5 Consolidated Bank Book Value RCFD Bit Mil Thou 0416 471 778 M 1 0343 40 377 M 2 a (1) 0344 284 766 M 2 a (2) 0345 1 928 539 M 2 a (3) 0346 1 698 684 M 2 a (4) 0347 3 952 366 M 2 a (5) 4544 1 759,364 M 2 b (1) 4545 112 879 M 2 b (2) 4551 0 M2b(3) 4552 0 M2b(4) 4553 1 872 243 M 2 b (5) 0393 5 824 609 M 2 c 0301 937 M 3 53650 M 4 5366 842 097 M 5 (1) Exclude equity securities e g investments in mutual funds Federat Reserve stock common stock and preferred stock (2) Memorandum item 2 is not applicable to savings banks that must complete supplemental Schedule RC J 15 M 6 f o 8o is Su RAiAie � 8 iFe tI I i aA Legal Title of Bank Bank One Texas NA Address 1717 Main Street City State Zip Dallas TX 75201 3602 FDIC Certificote No 12171417141 Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Page RC 6 Schedule RC-C--Loans and Lease Financing Receivables Part I Loans and Leases Do not deduct the allowance for loan and lease losses from amounts reported in this schedule Report total loans and leases net of unearned income Exclude assets held in trading accounts Dollar Amounts in Thousands 1 Loans secured by real estate a Construction and land development In Secured by farmland (including farm residential and other improvements) c Secured by 1 4 family residential properties (1) Revolving open end loans secured by 1 4 family residential properties and extended under lines of credit (2) All other loans secured by 1 4 family residential properties (a) Secured by first liens (b) Secured by junior liens d Secured by multifamily (5 or more) residential properties e Secured by nonfarm nonresidential properties 2 Loans to depository institutions a To commercial banks in the U S (1) To U S branches and agencies of foreign banks (2) To other commercial banks in the U S b To other depository institutions in the U S c To banks in foreign countries (1) To foreign branches of other U S banks (2) To other banks in foreign countries 3 Loans to finance agricultural production and other loans to farmers 4 Commercial and industrial loans a To u S addressees (domicile) b To non U S addressees (domicile) 5 Acceptances of other banks a Of u S banks b Of foreign banks 6 Loans to individuals for household, family, and other personal expenditures (i a consumer loans) (includes purchased paper) a credit cards and related plane (includes check credit and other revolving credit plans) b Other (includes single payment installment, and all student loans) 7 loans to foreign governments and official institutions (including foreign central banks) 8 Obligations (other than securities and leases) of states and political subdivisions in the U S (includes nonrated industrial development obligations) a Taxable obligations b Tax exempt obligations 9 Other loans a Loans for purchasing or carrying securities (secured and unsecured) b All other loans (exclude consumer loans) 10 Lease financing receivables (net of unearned incase) a Of U S addressees (domicile) b Of non U S addressees (domicile) 11 LESS Any unearned income on loans reflected in items 1 9 above 12 Total loans and leases net of unearned incase (sum of items 1 through 10 minus item 11) (total of column A must equal Schedule RC item 4 a) 16 I C415 a I (Col umi A) (roues B) I I Consolidated I Domestic Bank I Offices I RCFD Bit Nit Thou I RCON Sit Mil Thou 11410 2 937 122 I ////////////////// 1 1 11415 257 943 I 1 a 11420 8 911 1 1 b 11797 518 076 1 1 c (1) 15367 1 477 991 1 1 c (2)(a) 15368 160 450 1 c (2)(b) 11460 38 947 1 1 d 11480 474 804 1 1 e 11505 3 451 12 a 11506 0 1////////////////// 12 a (1) 11507 3,451 I ////////////////// I 2 a (2) 11517 138 11517 138 1 2 b 11510 8 010 1 2 c 1513 0 1////////////////// 1 2 c (1) 11516 8,010 I ////////////////// I 2 c (2) 11590 62 607 11590 62 807 3 11763 2 040 409 11763 2 040 409 4 a 11764 4 853 11764 4 853 4 b 11756 0 1 1756 O 5 a 11757 0 1 1757 0 5 b 11975 2 786,298 1 6 12008 470 990 I ////////////////// I 6 a 12011 2 315,308 I////////////////// 1 6 b 12081 0 1 2081 0 1 7 12033 11,345 12033 11 345 1 8 a 12079 8 664 12079 8 664 1 8 b 11563 923,244 I ////////////////// I 9 11545 12 285 1 9 a 11564 910 956 1 9 b 12165 77 455 10 121112 77 455 I ////////////////// 110 a 12183 0 1 ////////////////// 110 b 12123 0 2123 0 1 11 2122 8,863,796 1 2122 8,863,796 1 12 p > soy i 8 9W'0 +aim BNfU aAillarliiai>`a➢mt3i 8WO 148884i vi` i if! UIlU81ifi8i38lNv iibblfi8wiilbhi8x+98B11 t + , t i l u i iblzlii)iisalWii+i 1 Legal Title of Bank Bank One Texas NA Address 1717 Main Street Call Oat, 6/30/93 ST BK 48 1996 FFIEC 031 City State Zip Dallas rx 75201 3602 Page RC 7 FDIC Certificate No 2 7 4 7 4 Schedule RC C--Continued Part I Continued I (Cotum A) I (Coto n B) Memoranda I Consolidated I Domestic I I B�—I off-- LC=ss I 1 Commercial Dolls Amounts in Thousands I RCFD Bil Nfl thou I RLON Bit Thou paper included in Schedule RC C I, part above 2 Loans and leases restructured and in compliance with modified terms 1 1496 0 1 1496 0 M t (included in Schedule RC C part i above) a Loans secured by real estate (1) To U S addressees (domicile) (2) To non u S addressees (domicile) 11687 0 1 M 2 a (1) Loans to finance agricultural production and other Loans to farmers 189 0b I U) c Commercial and industrial loans 116113 0 M 2 b I (1) To U S addressees (domicile) (2) To non U S addressees (domicile) 1 1758 0 1 M 2 c (1) d All ocher loans (exclude loans to individuals for household 1 1759 0 I M 2 e (2> family and other personal expenditures) e Lease financing receivables 1 1615 0 1 M 2 d (1) Of U S addressees (domicile) (2) Of non U S addressees (domicile) 1 1789 0 1 M 2 e (1) f Total (sum of Memorandum items 2 a through 2 e) 11790 0 1 M 2 e (2) 3 Maturity and repricing data for loans and leases(1) (excludingthose 11616 0 I M 2 f in nonaccruaL status) I a Fixed rate Loans and leases with a remaining maturity of (1) Three months or less (2) Over three months through 12 months 10348 275 885 I M 3 a (1) (3) Over one year through five years 1 0349 562 481 I M 3 a (2) (4) Over five years 1 0356 2 806 834 I M 3 a (3) (5) Total fixed race loans and leases (sum of 10357 808 595 I M 3 a (4) Memorandum items 3 a (1) through 3 a (4)) b Floating rate loans with a repricing frequency of 1 0358 4 453 795 1 M 3 a (5) (1) Quarterly or more frequently ///////// I (2) Annually or more }r awently but leas frequently than quarterly 1 4554 3 739 057 I M 3 b (1) 14555 330 (3) Every five years or more frequently but lea. frequently than 943 I M 3 b (2) annually (4) Less frequently than every five years 1 4561 109 850 I M 3 b (3) (5) Total floating rate loans (sum of Memorandum items 14564 200 822 1 M 3 b (4) 3 b (1) through 3 b (4)) I ////////////////// 1 c Total loans and Leases (sum of Memorandum items 3 a (5) and 3 b (5>) 1 4567 4380�672 i M 3 b (5) (must equal the sum of total loans and leases, net, IF ram Schedule RC C Part 1, item 12Unlearned Schedule RC C Part 1, item 111 minus taonaccerualroans and Leases from Schedule RC N, elm of items 1 through 8, column C) 4 Loans to finance commercial real estate, construction and land 11479 8 834 467 1 N 3 c development activities (not secured by real estate) included in Schedule RC C I Part 1, items 4 and 9, column A, page RC 6(2) 5 Loans and leases held for sale (included in 1 2746 33/497 1 M 4 schedule RC C, part I above)I 5369 0 M 5 6 Adjustable rate closed end loans secured by first (fans on 1 4 family residential properties (included in Schedule RC C part I item 1 c (2)(a) col uin B page RC 6) ////// 1 RCON Bt�Thou 1 I ///////// 1 5370 746 582 I M 6 (1) Memorandum item 3 is not applicable to savings banks that must complete supplemental Schedule RC J (2) Exclude loans secured by real estate that are included in Schedule RC C part I item 1 column A 17 p I I I ! ) > )IUU 4 i , „ > e ! p) a W I 1 Z 1 ! 1 41 04 Nu � u, "A,iH,t M880 8i,Lifilww Legal Title of Bank Address city state Zip FDIC Certificate No Bank One Texas NA 1717 main Street Dallas, Tx 75201 3602 IZL71417141 Schedule RC-C--Continued Part II Loans to Small Businesses and Small Fa=s Schedule RC C Part 11 is to be reported only with the June Report of Condition Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Page RC 7a Report the number and amount currently outstanding as of June 30 of business loans with 'original amounts" of $1 000 000 or less and farm Loans with "original amounts" of $500 000 or less The following guidelines should be used to determine the --original amounts of a loan (1) For loans drawn down under lines of credit or loan commitments the "original amount" of the loan Is the size of the line of credit or loan commitment when the line of credit or loan commitment was granted (2) For loan participations and syndications the °original amount,- of the loan participation or syndication is the entire amount of the credit originated by the lead lender (3) For all other loans the "original amount-, is the total amount of the loan at origination Loans to Small Businesses 1 Indicate in the appropriate box at the right whether all or substantially all of the bank's -'Loans secured by nonfarm nonresidential properties" in domestic offices reported in Schedule RC C part I item 1 e column 8 and "Commercial and industrial loans to U S addressees" in domestic offices reported in Schedule RC C part I item 4 a column B have original amounts of s100 000 or less If YES complete items 2 a and 2 b below, skip items 3 and 4 and go to item 5 If NO skip items 2 a and 2 b complete items 3 and 4 below and go to item 5 2 Report the total number of loans currently outstanding for each of the following Schedule RC C part I loan categories a "Loans secured by nonfarm nonresidential properties" in domestic offices reported in Schedule RC C part 1, item 1 e column B b --Commercial and industrial loans to U S addressees" in domestic offices reported in Schedule RC C, part I item 4 e column 8 3 Number and amount currentlyoutstanding„ o r on 1 Thousands Laws secured by nonresidential properties" in domestic offices reported in Schedule RC C part I item 1 e Column B (sum of Rama 3 a through 3 c must be leas than or equal to Schedule RC C, part I, item 1 a, column B) a With original amounts of $100,000 or less b With original amounts of more then $100,000 through $250 000 c With original amounts Of more then $2500000 through $i 000 000 4 Number and amount currently outstanding of "Commercial and industrial Loans to u S addressees" in domestic offices reported in Schedule RC C part I item 4 a column 8 (sus of items 4 a through 4 c must be less than or equal to Schedule RC C part I, item 4 a column B) a With original amounts of $100 000 or less b with original amounts of more than $100,000 through $250 000 c with original amounts of more than $250,000 through $1 0000000 17a I C418 I< _ I YES ND I 169991 I///I X 1 1 I Number of Loans RCON 15562 N/A 12 a 15563 N/A 12 b (Column A) I (Column B) I Amount I I Currently I Number of Loans I OutstandinO I RRC0�1-I/////////////I RCON Bil Mtl Thou 15564 1 114 15565 36 730 15566 570 15567 67 079 15568 416 15569 148 490 5570 5 806 15571 118 902 5572 738 15573 93 400 I 3 a 3 b 3 c 4 a 4 b 4 c is�N1mH131.,ni111p�fatiBfWlitlNaftaHiiw»tiaVdt3ikdiANiiN{u:iiOiW; J8t ib4 am 1 i V 1 ; 144i,"w Legal Title of Bank Address City State 21p FDIC Certificate No Bank One Texas NA 1717 Main Street Dallas, TX 75201 3602 7474 Schedule RC-C--Continued Part II Continued Call Date 6/30/93 $T BK 48 1996 FFIEC 031 Page RC 7b Agricultural Loans to Small Farms 5 Indicate in the appropriate box at the right whether all or substantially all of the bank s "Loan, secured by farmland (including farm residential and other improvements)', in domestic offices reported in Schedule RC C, part 1 item 1 b column B, and --Loans to finance agricultural production and other loans to farmers" in domestic offices reported in Schedule RC C part I YES NO item 3 column B have original amounts of $100 000 or less 1 68601 1///1 X_j 5 If YES complete items 6 a and 6 b below and do not complete items 7 and 8 If NO skip items 6 a and 6 b and complete items 7 and 8 below 6 Report the total number of loans currently outstanding for each of the following Schedule RC C part 1, loan categories a --Loans secured by farmland (including farm residential and other improvements)° in domestic offices reported in Schedule RC C part I item 1 b column B b --Loans to finance agricultural production and other loans to farmers-- in domestic offices reported in Schedule RC C part 1 item 3 colum B Dollar Amounts in Thousarm 7 Number and amount currently outstanding of '-loans secured by farmland (including farm residential and other improvements)-- In domestic offices reported in Schedule RC C part I item 1 b column B (sus of items 7 a through 7 c must be less than or equal to Schedule RC C, part 1 item 1 b cot u n 8) a With original amounts of $100 000 or less b With original amounts of more than $100,000 through $250,000 c With original amounts of more than $250 000 through $500,000 8 Number and amount currently outstanding of -'Loans to finance agricultural production and other loans to farmers-' in domestic offices reported in Schedule RC C part I item 3 Column B (sum of items 8 a through 8 c must be less than or equal to Schedule RC C, part 1, item 3, column 8) a With original amounts of $100,000 or loss b With original amounts of more than $100,000 through $250,000 c With original amounts of more than $250,000 through $500,000 17b Number of Loans RCON 5576 N/A 6 a 15577 N/A 16 b (Coluin A) (Column 8) Mount Currently RCON 1/////////////I RCON Bit Mil Thou 5578 137 5579 3 032 7 a 5580 27 5581 2 803 7 b 5582 9 5583 2 131 7 c 5584 290 5585 5 674 8 a 5586 33 5587 3 496 8 b 5598 17 1 5589 5,296 8 c 1l411,NnU a u V ,u �11n �e>>> >, &AW4iil*IkM Legal Title of Bank Bank One, Texas NA Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Address 1717 Main Street Page RC 8 City State tip Dallas, Tx 75201 3602 FDIC Certificate No 12171417141 Schedule RC D is to be completed only by banks with S1 billion or care in total assets Schedule RC-D--Assets Held in Trading Accounts in Domestic Offices Only Dollar Amounts in Thousands Domestic RCON OIL 644W 1 < Offices Mil Thou 1 U S Treasury securities 1010 0 1 2 U S Goverment agency and corporation obligations 1020 0 2 3 Securities issued by states and political subdivisions in the U S 1025 175 3 4 Other bonds notes and debentures 1045 0 4 5 Certificates of deposit 1026 0 5 6 Commercial paper 1027 0 6 7 Banker's acceptances 1028 0 7 8 Other 1029 2 8 9 Total (sum of Items 1 through 8) 12146 177 1 9 18 8i i+ nioi9m u o > , 1 i 4;wWw4wn Legal Title of Bank Address City State Zip FDIC Certificate No Bank One, Texas NA 1717 Main Street Dallas, Tx 75201 3602 27474 Schedule RC-E--Deposit Liabilities Part I Deposits is Domestic Offices Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Page RC 9 Transaction Accounts Nontransaction Accounts (Column A) (Column B) (Column C) Total transaction Memo Total Total accounts (including demand deposits nontransaction total demand (included in accounts deposits) colum A) (including MMDAs) Dollar Amounts in Thousands RCON siI Mil Thou RCON Bit Mil Thou RCON Bit Mil Thou Deposits of 2201 5 573 491 2240 3 357 445 2346 8 636 308 1 individuals partnerships and corporations 37 792 2250 28 130 2520 904 2 U S Government 3 States and political subdivisions in the U S 2202 2203 85 737 2290 35 230 2530 57 047 S 2206 275 244 2310 275,244 4 Commercial banks in the U U S branches and agencies of foreign banks ////////////////// ////////////////// 2347 0 a b Other commercial banks in the U S ////////////////// 2348 6 698 5 Other depository institutions in the U S 2207 9 816 2312 9 805 2349 2 257 6 Banks in foreign countries 2213 3 605 2320 3,605 a Foreign branches of other U S banks ////////////////// //////// 2367 0 b Other banks in foreign countries ////////////////// ////// 2373 0 7 Foreign governments and official institutions (including foreign central banks) 2216 165 094 2300 165 2330 117 094 2377 0 8 Certified and official checks 1 8) (sun of 2330 117 9 Total (sun of items through A C must equal Schedule RC cot "a and 1 2215 6,102,944 12210 3,626,718 12385 8,703,214 ". 11 at 1 Selected components of total deposits (i a sus of item 9 columns A and C) a Total Individual Retirement Accounts (IRAs) and Keogh Plan accounts b Total brokered deposits c Fully insured brokered deposits (included in Memorandum item 1 b above) (1) Issued in denominations of less than $100,000 (2) Issued either In denominations of $100 000 or in denominations greater than $100 000 and participated out by the broker in shares of $100 000 or less d Total deposits denominated in foreign currencies e Preferred deposits 2 Components of total nontransaction accounts (sum of Memoranda items 2 a through 2 d must equal item 9 column C abm)s a Savings deposits (1) Money market deposit accounts (MMDAS) (2) Other savings deposits (excludes MNDAs) b Total time deposits of less than $100 000 c Time certificates of deposit of $100,000 or more d Open account time deposits of $Too 000 or more 3 All NON accounts (included in column A above) 19 1 2 3 4 4 a 4 b 5 6 6a 6b 7 8 9 RCON Bit Mil Thou 605 1,222 166 M 1 a 2365 8 730 M 1 b 2343 8 155 M 1 c (1) 23" 0 M 1 c (2) 3776 0 M 1 d 5590 139 276 M 1 e 6810 2 784 302 M 2 a (1) 0352 830 058 M 2 a (2) 6648 4 017,354 M 2 b 6645 908 646 M 2 c 6646 162 854 M 2 d 1 2399 2.276.226 1 M 3 1 1 on, I) W 10uie41Wi )I HIl )p Legal Title of Bank Address City State Zip FDIC Certificate No Sank One Texas NA 1717 Main Street Dallas, TX 75201 3602 7474 Schedule RC-8--Continued Part I Continued Memoranda (continued) A> > >& > i +illu3o ,a o ear a fi saI 8wi84iiim Call Date 6/30/93 ST BK 48 1996 FFIEC 031 Page RC 10 1 Deposit Totals for FDIC Insurance Assessments(1) I Dollar Amounts in Thousands I RCON Bit Mil Thou I 4 Total deposits in domestic offices (sue of item 9, cot u n A and item 9 column Q) (east equal Schedule RC item 13 a) a Total demand deposits (must equal item 9, column 8) b Total time and savings deposits(2) (must equal item 9, column A plus item 9 cot C minus item 9, column 8) 12200 14 806 158 1 M 4 1 12210 3 826 718 1 M4 a 12350 10,979,440 1 M 4 b (1) An amended Certified Statement should be submitted to the FDIC of the deposit totals reported in this item are amended after the semiannual Certified Statement originally covering this report date has been filed with the FDIC (2) For FDIC insurance assessment purposes i,total time and savings deposits" consists of nontransaction accounts and all transaction accounts other than demand deposits Doper Amounts in Thousands I 5 Tn me deposits of less than S100 000 and open account time deposits of $100 000 or Mare I (included in Memorandum items 2 b and 2 d above) with a remaining maturity or repricing I frequency of (1) a Three months or less I b Over three months through 12 months (but not over 12 months) 1 6 Maturity and repricing data for time certificates of deposit of $100 000 or more (1) 1 a Fixed rate time certificates of deposit of $100,000 or more with a remaining maturity of 1 (1) Three months or less (2) Over three months through 12 months (3) Over one year through five years (4) Over five years (5) Total fixed rate time certificates of deposit of $100 000 or more (sum of Memorandum items 6 a (1) through 6 a (4)) b Floating rate time certificates of deposit of $100,000 or more with a repricing frequency of (1) Quarterly or more frequently (2) Annually or more frequently but less frequently then quarterly (3) Every five years or more frequently, but less frequently then atmmally (4) Less frequently than every five years (5) Total floating rate time certificates of deposit of $100 000 or more (sum of Memorandum items 6 b (1) through 6 b (4)) c Total time certificates of deposit of $1000000 or more (sum of Memorandum items 6 a (5) and 6 b (5)) (must equal Maeorencium item 2 c above) 0359 1 196 389 1 M 5 a 3644 1 832 668 M 5 b 2761 348,285 M 6 a (1) 2762 299 087 M 6 a (2) 2763 172 981 M 6 a (3) 2765 88 293 I M 6 a (4) 2767 908 646 I M 6 a (5) 4568 0 M 6 b (1) 4569 0 M 6 b (2) 4571 01 M6b(3) 4572 01 M6b(4) 4573 01 M6b(5) 6645 _.908 646 1 M 6 c (1) Memorandum items 5 and 6 are not applicable to savings banks that must complete supplemental Schedule RC J 20 u+ e a it » ) I 1 oo;) 3lii Legal Title of Bank Address City State Zip FDIC Certificate No Bank One Texas NA 1717 Main Street Dallas, Tx 75201 3602 27474 Schedule RC-E--Continued Call Date 6/30/93 ST BK 48 1996 FFIEC 031 Page RC 11 Part II Deposits in Foreign Offices (including Edge and Agreement subsidiaries and IBFs) Dollar Amounts in Thousands RCFN Bit Mil Thou Deposits of 1 Individuals partnerships and corporations 2621 262 955 1 2 U S banks (including IBFs and foreign branches of U S banks) 2623 0 2 3 Foreign banks (including U S branches and agencies of foreign banks including their IBFs) 2625 0 3 4 Foreign governments and official institutions (including foreign central banks) 2650 0 4 5 Certified and official checks 2330 0 5 6 All other deposits 2668 0 1 6 7 Total (sun of items 1 through 6) (must equal Schedule RC item 13 b) L2200 262,955 1 7 Schedule RC-F--Other Assets 1 Income earned not collected on loans 2 Net deferred tax assets(1) 3 Excess residential mortgage servicing fees receivable 4 Other (itemize amounts that exceed 25% of this item) a TEXT 3549 CORPORATE OWNED LIFE INSURANCE RCFD 3549 b TEXT 3550 RCFD 3550 c I TEXT 3551 1 _._ 1 RCFD 3551 5 Total (sun of items 1 through 4) (must equal Schedule RC Item 11) Memorandum 1 Deferred tax assets disallowed for regulatory capital purposes Schedule RC-G--Other Liabilities 1 a interest accrued and unpaid an deposits in domestic offices(2) b Other expenses accrued and unpaid (includes accrued insane taxes payable) 2 Net deferred tax liabilitiea(l) 3 Minority interest in cotseNdsted subsidiaries 4 other (itemize amounts that exceed 25% of this item) a TEXT 3552 TRADE DATE PAYAtLE RCFD 3552 b TEXT 3553 RCFD 3553 c I TEXT 3554 1 1 RCFD 3554 5 Total (sun of items 1 through 4) (must equal Schedule RC, item 20) (1) See discussion of deferred income taxes in Glossary entry on "Income taxes " (2) for savings banks include "dividends" accrued and unpaid on deposits 21 RCFD 2164 53 282 1 1 RCFD 2148 25 400 2 RCFD 5371 0 3 RCFD 2168 286 895 4 4 a 4 b 4 t I RCFD 2160 365,577 1 5 Bit MIL Thou M 1 RCON 3645 37 032 1 a RCFD 3646 89 796 1 b RCFD 3049 0 2 RCFD 3000 0 3 RCFD 2938 262 503 4 256 163 /////////////////////// 4 a 4 b 4 c I RCFD 2930 389,331 15 � a u lia4WMNI Legal Title of Bank Bank One Texas NA Call Date 6/30/93 ST BK 48 1996 FFIEC 031 Address 1717 Main Street Page RC 12 city State Zip Dallas, TX 75201 3602 FDIC certificate No 12171417141 Schedule RC-S--Selected Balance Sheet Items for Domestic Offices I C440 < 1 Customers liability to this bank on acceptances outstanding 2155 12 412 1 1 2 Bank's liability on acceptances executed and outstanding 2920 12 417 2 3 Federal funds sold and securities purchased under agreements to resell 1350 642 482 3 4 Federal funds purchased and securities sold under agreements to repurchase 2800 551 512 4 5 Other borrowed money 2850 26 750 5 EITHER 6 Net due from own foreign offices Edge and Agreement subsidiaries and IBFs 2163 N/A 6 OR 7 Net due to own foreign offices, Edge and Agreement subsidiaries and We 2941 195 511 7 8 Total assets (excludes net due from foreign offices Edge and Agreement subsidiaries and IBFs) 2192 17 346 597 8 9 Total liabilities (excludes net due to foreign offices Edge and Agreement subsidiaries and IBFs)1 3129 15,802,769 1. 9 Memorandum (to be completed only by banks with IBFs and other "foreign" offices) EITHER 1 Net due from the IBF of the domestic offices of the reporting bank OR 2 Net due to the IBF of the domestic offices of the reporting bank Schedule RC -I --Selected Assets and Liabilities of IBFs To be completed only by banks with IBFs and other "foreign" offices Dollar Amounts in Thousands 1 Total IBF assets of the consolidated bank (component of Schedule RC item 12) 2 Total IBF loans and lease financing receivables (component of Schedule RC C part 1 item 12 cola n A) 3 IBF commerclal and industrial loans (component of Schedule RC C part I item 4 cot" A) 4 Total IBF liabilities (component of Schedule RC, item 21) 5 IBF deposit liabilities due to banks, including other IBFs (component of Schedule RC E part II items 2 and 3) 6 Other IBF deposit liabilities (component of Schedule RC E part If item 1 4 5 and 6) 22 3051 N/A M 1 M 2 2133 N/A 1 2076 N/A 2 2077 N/A 3 2898 N/A 4 2379 N/A 5 2381 N/A 16 i I l m.@4 Wb4) 4e > i i u� t of N i > i ab4" legal Title of Bank Address City State Zip FDIC Certificate No Bank One Texas NA 1717 Main Street Deltas, TX 75201 3602 7474 Schedule RC-R--Quarterly Averages (1) Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Page RC 13 Dollar Amounts in Thousands C455 ///////// Bit M(l Thou < ASSETS 1 interest bearing balances due from depository institutions RCFD 3381 415,119 1 1 2 U S Treasury securities and U S Government agency and corporation obligations RCFD 3382 2 760 026 1 2 3 Securities issued by states and political subdivisions in the U S RCFD 3383 191 209 1 3 4 a other debt securities RCFD 3647 2 847 972 4 a b Equity securities (includes investments in mutual funds and Federal Reserve stock) RCFD 3648 30 047 4 b 5 Federal funds sold and securities purchased under agreements to resell in domestic offices of the bank and of its Edge and Agreement subsidiaries, and in IBFs RCFD 3365 268 974 5 6 Loans a Loans in domestic offices (1) Total loans RCON 3360 8 827 069 6 a (1) (2) Loans secured by real estate RCON 3385 2 966 797 6 a (2) (3) Loans to finance agricultural production and other loans to farmers RCON 3386 85,358 6 a (3) (4) Commercial and industrial loans RCON 3387 2 275 043 6 a (4) (5) Loans to individuals for household family, and other personal expenditures RCON 3388 2 748 190 6 a (5) (6) Obligations (other than securities and leases) of states and political subdivisions in the U S RCON 3389 24 372 1 6 a (6) b Total loans in foreign offices Edge and Agreement subsidiaries and IBFs RCFN 3360 13 1 6 b 7 Assets held in trading accounts RCFD 3401 133 1 7 8 Lease financing receivables (net of unearned income) RCFD 3484 67 373 1 8 9 Total assets RCFD 3368 17 346 253 1 9 LIABILITIES ///////////////// 10 Interest bearing transaction accounts in domestic offices (NOW accounts ATS accounts /////////////////////// and telephone and preauthorized transfer accounts) (exclude demand deposits) RCON 3485 2 312 744 1 10 11 Nontransacticn accounts in domestic offices /////////////////////// a Money market deposit accounts (MMDAs) RCON 3486 2 841 237 1 11 a b Other savings deposits RCON 3487 745 483 11 b c Time certificates of deposit of $100,000 or more RCON 3345 961 672 11 c d ALL other time deposits RCON 3469 4 380 014 11 d 12 Interest bearing deposits in foreign offices Edge and Agreement subsidiaries and IBFs RCFN 3404 251 299 12 13 Federal funds purchased and securities acid under agreements to repurchase in domestic offices of the bank and of its Edge and Agreement subsidiaries and in ISFs RCFD 3353 639 669 1 13 14 Other borrowed money I RCFD 3355 20,629 1 14 (1) For all items banks have the optf on of reporting either (1) an average of daily figures for the quarter or (2) an average of Meekly figures (I e , the Wednesday of each week of the quarter) 23 > ib z 1 i I i i > > ) N , Hmb"O 8 WR'0 bbb Sobb8b2 Li 9> N 01101)04;'W I i v ii"I Legal Title of Bank Address City State Zip FDIC Certificate No Bank One Texas NA 1717 Main Street Dallas, Tx 75201 3602 7474 Schedule RC-L--OPl-Balance Sheet Items Call Date 6/30/93 ST OK 48 1996 FFIEC 031 Page RC 14 Please read carefully the instructions for the preparation of Schedule RC L Some of the amounts reported In Schedule RC L are regarded as volume indicators and not necessarily as measures of risk Dollar Amounts in Thousands Sit Ni RCFD l Thou 1 Unused commitments I a Revolving open and lines secured by 1 4 family residential properties, e I; home equity lines 3814 376 653 1 a b Credit card lines 3815 1 395 201 11 b c Commercial real estate construction and land development (1) Commitments to fund loans secured by real estate 3816 230 682 1 c (1) (2) Commitments to fund loans not secured by real estate 6550 26 909 1 c (2) d Securities underwriting 3817 0 1 d e Other unused commitments 3818 2,732 474 1 2 Financial standby letters of credit and foreign office guarantees 3819 123 317 a 2 a Amount of financial standby letters of credit conveyed to others I RCFD 3a20 I 7.398 ////////////////// 2 3 Performance standby letters of credit and foreign office guarantees 3821 154 466 a 3 a Amount of performance standby letters of credit conveyed to others RCFD 3822 1 3,000 ////////////////// 3 a 4 Commercial and similar letters of credit 1 3411 42 697 4 5 Participations In acceptances (as described in the instructions) conveyed to others by I the reporting bank 1 3428 0 5 6 Participations in acceptances (as described in the instructions) acquired by the reporting I (nonaccepting) bank 3429 0 6 7 Securities borrowed 3432 0 7 8 Securities lent (including customers securities lent where the customer is indemnified I against Loss by the reporting bank) 1 3433 119 728 8 9 Mortgages transferred (i a sold or swapped) with recourse that have bear treated as sold for Call Report purposes a FNMA and FNLMC residential mortgage loan pools (1) Outstanding principal balance of mortgages transferred as of the report date 3650 0 9 a (1) (2) Amount of recourse exposure on these mortgages as of the report date 3651 0 9 (2) b Private (nongovernment issued or guaranteed) residential mortgage loan pools a (1) outstanding principal balance of mortgages transferred as of the report date 3652 0 9 b (1) (2) Amount of recourse exposure on these mortgages as of the report date 3653 0 9 b (2) c Farmer Mac agricultural mortgage loan pools (1) Outstanding principal balance of mortgages transferred as of the report date 3654 0 9 c (1) (2) Amount of recourse exposure on these mortgages as of the report date 3655 0 9 c (2) 10 When issued securities a Gross commitments to purchase 3434 1 151 10 b Gross commitments to sell 3435 0 a 10 b 11 Interest rate contracts (exclude when issued securities) a Notional value of interest rate swaps 3450 8 747 977 11 a b Futures and forward contracts 3823 0 11 b c Option contracts (e g , aptiors on Treasuries) (1) Written option contracts 3824 0 11 c (1) (2) Purchased option contracts 3825 200 000 11 c (2) 12 Foreign exchange rate contracts a Notional value of exchange swaps (a g , cross currency swaps) 3826 0 12 a b Commitments to purchase foreign currencies and U S dollar exchange (spot, forward and futures) 3415 14 530 12 b c Option contracts (a g options on foreign currency) (1) Written option contracts 3827 0 12 c (1) (2) Purchased option contracts 13828 0 112 c (2) 24 I I 411 i 1 wlN Al 1i1U V111U1)i111)i) )11 , 11> i i) P W 11i, 00 111E 1111 W IA�1i11 ){iasgNg Legal Title of Bank Bank One Texas NA Address 1717 Main Street City State Zip Dallas, TX 75201 3602 FDIC Certificate No 12171417141 Schedule RC-L--Coatinued Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Page RC 15 13 Contracts on other commodities and equities a Notional value of other swaps (e g oil swaps) b Futures and forward contracts (e g stock index and commodity precious metals wheat cotton livestock contracts) c option contracto (e 9 , options on commodities, individual stocks and stock indexes) (1) Written option contracts (2) Purchased option contracts 14 All other off balance sheet liabilities (itemize and describe each component of this item over 25% of Schedule RC, item 28 "Total equity capita(--) a l TEXT 3555 1 RCFD 3555 b TEXT 3556 RCFD 3S56 c 1 TEXT 3557 I RCFD 3557 d TEXT 3558 RCFD 3558 15 All other off balance sheet assets (itemize and describe each component of this item over 25% of Schedule RC item 28 -'Total equity capitat") a b c d Memoranda RCFD 5592 RCFD 5593 RCFD 5594 C461 I < 3829 0 3830 0 3831 0 3832 0 3430 0 5591 0 13 a 13 b 13 c (1) 13 c (2) 14 14 a 14 b 14 c 14 d 15 15 a 15 b 15 c 15 d i Loans originated by the reporting bank that have been sold or participated to others during xbru ell nit inou 1 the calendar quarter ending with the report date (exclude the portions of such loans retained by the reporting bank, see instructions for other exclusions) 3431 368 391 I M 1 2 Loans purchased by the reporting bank during the calendar quarter ending with the report date (see instructions for exclusions) 34M 146 175 M 2 3 Unused commitments with an original maturity exceeding one year that are reported in Schedule RC L items 1 a through i a, above (report only the unused portions of commitments that are fee paid or otherwise legally binding) 3833 2 618 557 M 3 a Participations in commitmants with an original maturity exceeding one year conveyed to others I RCFD 3834 1 83,138 ////////////////// M 3 a 4 To be completed only by banks with $1 billion or more in total assets Standby letters of credit and foreign office guarantees (both financial and performance) issued to non U S addressees (deeltits) included in Schedule RC I. items 2 and 3, above 3377 42 118 M 4 5 To be completed for the Saploodar report only: Installment loans to individuals for household, family and other personal expenditures that have been securitized and sold without recourse (with servicing retained) amounts outstanding by type of loan a Loans to purchaselprivate passenger automobiles 2741 N/A M 5 a b Credit cards and related plans 2742 N/A M 5 b c All other consumer installment credit (including mobile home loans) 1 2743 N/A M 5 c 25 AiO SN u 1 1189 i > > 1 3diWlatii Legal Title of Bank Address City state imp FDIC Certificate No Bank One Texas NA 1717 Main Street Dallas, Tx 75201 3602 7474 Schedule RC-M--Memoranda Call Date 6/30/93 ST BK 48 1996 FFIEC 031 Page RC 16 C465 < Dollar Amounts in Thousands RCFD Bit Mil Thou 1 Extensions of credit by the reporting bank to its executive officers directors principal shareholders and their related interests as of the report date a Aggregate amount of all extensions of credit to all executive officers directors principal shareholders and their related interests 6164 391 1 a b Number of executive officers directors and principal shareholders to wham the amount of all extensions of credit by the reporting bank (including extensions of credit to related interests) squats or exceeds the leaser of $500 000 or 5 percent Number of total capital as defined for this purpose in agency regulations I RCFD 6165 1 0 ////////////////// 1 b 2 Federal funds sold and securities purchased under agreements to resell with U S branches and agencies of foreign banks(1) (included in Schedule RC items 3 a and 3 b) 3405 0 2 3 Not applicable 4 Outstanding principal balance of 1 4 family residential mortgage loans serviced for others (include both retained servicing and purchased servicing) a Mortgages serviced under a GNMA contract 5500 0 4 a b Mortgages serviced under a FNLMC contract (1) Serviced with recourse to servicer 5501 0 4 b (1) (2) Serviced without recourse to servicer 5502 0 4 b (2) c Mortgages serviced under a FNMA contract (1) Serviced under a regular option contract 5503 0 4 c (1) (2) Serviced under a special option contract 5504 0 4 c (2) d Mortgages serviced under other servicing contracts 5505 0 4 d 5 To be completed only by banks with $1 billion or more in total assets Customers' liability to this bank on acceptances outstanding (sum of items 5 a and 5 b oust equal Schedule RC item 9) a U S addressees (domicile) 2103 3 812 5 a b Non U S addressees (domicile) 2104 8 600 5 b 6 Intangible assets a Mortgage servicing rights 3164 0 6 a b Other identifiable intangible assets (1) Purchased credit card relationships 5506 10 546 6 b (1) (2) All other identifiable intangible assets 5507 27 631 6 b (2) c Goodwill 3163 4 931 6 c d Total (sun of items 6 a through 6 c) (must equal Schedule RC item 10) 2143 43 108 6 d e Intangible assets that have been grandfathered for regulatory capital purposes 16442 0 6 e 7 Does your bank have any mandatory convertible debt that is part of your primary or secondary YES NO capital? 6167 1///1 x 7 If yes complete items 7 a through 7 a RC O gin Mil Thou a Total equity contract notes, gross 3290 N/A 7 a b Common or perpetual preferred stock dedicated to redeem the above notes 3291 N/A 7 b c Total equity commitment notes gross 3293 N/A 7 c d Common or perpetual preferred stock dedicated to redeem the above notes 3294 N/A 7 d e Total (item 7 a minus 7 b plus 7 c minus 7 d) 13295 N/A 7 e (1) Do not report federal funds sold and securities purchased under agreements to resell with other commercial banks in the U S in this item 26 Legal Title of Bank Address City, State Zip FDIC Certificate No i is W i 61481W l l M 1 l! I Bank One, Texas NA 1717 Main Street Dallas, T% 75201 3602 12171417141 Schedule RC-M--Continued d a t a o+n m u e uliiliwl,ml ! ! 1 1 1 1 odtita Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Page RC 17 8 a Other real estate owned (1) Direct and indirect investments in reel estate ventures (2) All other reel estate owned (a) Construction and land development in domestic offices (b) Farmland in domestic offices (c) 1 4 family residential properties in domestic offices (d) Multifamily (5 or more) residential properties in domestic offices (a) Nonfarm nonresidential properties in domestic offices (f) In foreign offices (3) Total (sum of items 8 a (1) and 8 a (2)) (must equal Schedule RC item 7) b Investments in unconsolidated subsidiaries and associated companies (1) Direct and indirect investments in real estate ventures (2) All other investments in unconsolidated subsidiaries and associated companies (3) Total (sun of items 8 b (1) and 8 b (2)) (must equal Schedule RC, item 8) c Total assets of unconsolidated subsidiaries and associated companies 9 Noncumulative perpetual preferred stock and related surplus included in Schedule RC item 23 "Perpetual preferred stock and related surplus" 1 Interbank holdings of capital instruments (to be completed for the Once a Reciprocal holdings of banking organizations' capital instruments b Nonreciprocal holdings of banking organizations' capital instruments 27 report only) RCFD 5372 0 8 a (1) RCON 5508 105 8 a (2)(a) RCON 5509 0 8 a (2)(b) RCON 5510 20 862 8 a (2)(c) RCON 5511 0 8 a (2)(d) RCON 5512 3 879 8 a (2)(e) RCFN 5513 0 8 a (2)(f) RCFD 2150 24 846 8 a (3) RCFD 5374 0 8 b (1) RCFD 5375 0 8 b (2) RCFD 2130 0 8 b (3) RCFD 5376 0 8 c RCFD 3779 0 1 9 3836 N/A M 1 a 3837 N/A M 1 b I t k I I l i lul l leabl'o legal Title of Bank Bank One Texas NA Address 1717 Main Street City State Zip Dallas TX 75201 3602 FDIC Certificate No 12171417141 Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Page RC 18 Schedule RC-N--Pant Due and Nonaccrual Loans, Leases, and Other Assets The FFIEC regards the Information reported in all of Memorandum Item 1, in items 1 through 10 colum A and in Memorandum items 2 and 3 colum A as confidential I (oolPest t d A) I (Column B) I due I Past due 90 30 through 89 I days or more days and still I and still Dollar s in Thousands 1 Loans secured by real estate a To U S addressees (domicile) b To non U S addressees (domicile) 2 Loans to depository institutions and acceptances of other banks a To U S banks and other U S depository Institutions b To foreign banks 3 Loans to finance agricultural production and other loans to farmers 4 Commercial and Industrial loans a To U S addressees (domicile) b To non U S addressees (domicile) 5 Loans to individuals for household, family, and other personal expenditures a Credit cards and related plans b Other (includes single Payment installment I and all student loans) 6 Loans to foreign governments and official I institutions 7 All other loans 8 Lease financing receivables a Of U S addressees (domicile) b Of non U S addressees (domicile) 9 Debt securities and other assets (exclude other I real estate owned and other repossessed assets) 1. _C470 I a (COIum C) Nonaccrual I 1245 1248 11246 7 117 11247 18 277 I 1 a 1 1249 0 11250 0 I i b 5377 5578 1 5379 1p I 2 5380 15381 0 15382 0 I a 2 b 1594 11597 5 11583 0 3 1251 1254 1252 1 679 11253 9 097 14 a 1 1255 0 I 1256 0 I 4 b 5383 ' 5384 7 005 15385 0 I 5 a 5386 5387 6 477 15388 1 390 15 b 15390 0 15391 0 I 6 5389 5460 0 15461 495 I 7 1257 1271 0 1122559 70 I 8 a 1 1272 I 0 I 8 b 3505 3506 0 1 3507 _i 0 1 9 aaaaamaazaaazzaazaazaaaaaaaysaazaaamsamaeeaaasaysmamaamesmvaamaaasaamaazamzamzasaaaavaaaasaazaazasaaaaavaaasaaasazazasaczaaaasaaaaaa Amounts reported in items 1 through 8 above include guaranteed and unguaranteed portions of past due and nonaccrual loans and leases Report in item 10 below certain guaranteed loans and leases that have already been Included In the amounts reported in items 1 through 8 10 Loans and leases reported in items 1 through above which era dolly or I RCFD Bil Mil Thou I RCFD Bit Mil Thou _ partially a guaranteed by the U S OoveFlBlm1)t I /////// a Guaranteed portion of lar>• and lsasss 15612 ' S613 3,707 15614 1 402 110 included in item 10 above I //////// 1 5615 _ 5616 3 702 15617 1 345 110 a 26 I r 84hu Wi» A miA 1W4kiai WVW Legal Title of Bank Address City, State Zip FDIC Certificate No Bank One, Texas NA 1717 Main Street Dallas, TX 75201 3602 474 Schedule RC-N--Continued Memoranda Dollar Amounts in Thousand 1 Restructured loans and leases included In Schedule RC N items 1 through 8 above 2 Loans to finance commercial real estate construction and land development activities (not secured by reel estate) included in Schedule RC N items 4 and 7 above 3 Loans secured by rest estate in domestic offices (included in Schedule RC N item 1 above) a Construction and land development b Secured by farmland c secured by 1 4 family residential properties (1) Revolving open end loans secured by 1 4 family residential properties and extended under lines of credit (2) All other to ns secured by 1 4 family residential properties d Secured by multifamily IS or more) residential properties a Secured by nonfarm nonresidential properties 1658 2759 3493 5398 5401 ///////////////IV 3499 Call Date 6/30/93 ST SK 48 1996 FFIEC 031 Page RC 19 1659 6559 0 RCON Bit Mil Thou 2769 1 055 3494 133 5399 1 138 5402 2,789 1 3500 0 RCFD Bit Mil Thou 1661 M i 1 6560 5 1 M 2 3492 1 222 1 M 3 a 3495 274 M 3 b 5400 1 904 M 3 c (1) 5403 10 471 M 3 c (2) 3501 36 M 3 d 3504 4,370 �. M 3 e Schedule RC-0--Other Data for Deposit Insurance Assessments An amended Certified Statement shouLd be submitted to the FDIC if the amounts reported in items 1 through 9 of this schedule are amended after the semiannual Certified Statement originally covering this report date has been filed with the FDIC 1 Unposted debits (see instructions) a Actual amount of sit unposted debits OR b Separate amount of unposted debits (1) Actual amount of unposted debits to demand deposits (2) Actual amount of unposted debits to time and savings deposits(1) 2 Unposted credits (see instructions) a Actual amount of all unposted credits OR b Separate amount of unposted credits (1) Actual amount of unposted credits to demand deposits (2) Actual amount of unposted credits to time and savings deposits(t) 3 Uninvested trust finds (cash) hold in bank's own trust department (not included in total deposits in domestic offices) 4 Deposits of consolidated subsidiaries in domestic offices and in insured branches in Puerto Rico and U S territories and possessions (not included in total deposits) a Demand deposits of consolidated subsidiaries b Time and savingsideposits(1) of consolidated subsidiaries c Interest accruedand unpaid an deposits of consolidated subsidiaries 5 Deposits in msurecilbranchas in Puerto Rico and U 8 territories and possessions a Demand deposits in Insured branches (included in Schedule RC E Part II) b Time and savingsldeposits(1) in insured branches (included in Schedule RC E Part II) c Interest accrued and unpaid on deposits in insured branches (included in Schedule RC G, item 1 b) (1) For FDIC insurance assessment purposes "time and savings deposits" consists of nontransaction accounts and all transaction accounts other than demand deposits 29 1 C4tb I < RCON Bit Mil Thou 0030 0 1 a 0031 N/A 1 b 0032 N/A 1 b 3510 0 2 a 3512 N/A 2 b 3514 N/A 2 b 3520 2 861 3 2211 37 1 4 a 2351 0 1 4 b $514 0 1 4 c 2229 0 1 5 a �2383 05b I ssis 0 1 5 c Legal Title of Bank Address City state Zip FDIC Certificate No Bank One Texas NA 1717 Main Street Dallas, TX 75201 3602 12171417141 Schedule RC-0--Continued Call Date 6/30/93 ST 8K 48 1996 FFIEC 031 Page RC 20 scam 6 is not applicable to state nonmember banks that have not been authorar ized byAmountthen Thousands �_RCON Sit TAou lI Federal Reserve to act as through pass correspondents 6 Reserve balances actually passed through to the Federal Reserve by the reporting bank on behalf of its respondent depository institutions that are also reflected as deposit k abllttm esl of the reporting bank a Amount reflected in demand deposits (included in Schedule RC E Part Memorandum item 4 a) I b Amount reflected in time and savings deposits(1) (included in Schedule RC E Part 12314 Memorandum Item 4 b) 0 6 a 7 Unamortized premium and discounts on time and savings deposits (1) Unamortized premiums 2315 6 In b Unamortlzed discounts 5516 41 922 7 a 15517 017b 18 To be completed by banks with "Oskar deposits e Total "Adjusted Attributable Deposits^ of all institutions acquired under Section 5(d)(3) of the Federal Deposit Insurance Act (from most recent FDIC Oskar Transaction Worksheet(s)) � 5518 4 054 623 18 � 9 Deposits in lifeline accounts 1 55% ///////iiriii 19 (1) For FDIC Insurance assessment purposes, "time and savings deposits" consists of nontransaction accounts and all transaction accounts other than demand deposits Memoranda (to be completed each quarter except as noted) 1 Total deposits in domeatie offices of the honk (nun of Mamordun Ditlemari maimowi)sand ari RCON Bit Thou must equal Schedule RC, item 13 a) ;hbu"r)ida a Deposit accounts of $100 000 or less (1) Amount of deposit accounts of $100 000 or less (2) Number of deposit accounts of $100 000 or less (to be 2702 10 463 389 M 1 a (1) CO"pteted for the June report only) Number I b Deposit accounts of more than $100 000 1 RCON 3779 1 1 533,785 ///////// I M 1 a (2) (1) Amount of deposit accounts of more than $100,000 (2) Number of deposit accounts of more than $100,000 Number 2 Estimated amount of uninsured d I RCON 2722 1 11 497 2710 4 342 769 M 1 b (1) I //////uiiii a An estimate of your bankms id offices the bank M 1 b (2) uninsured posits c can er determined by the number of dmore then $100,000 ep nd Item above by $1000 000 and subtracting the result frosrthe ra putt of depo� acc�ts of more than 8100 000 reported 1n Maiscrandua seam 1 b (1) above Indicate in the appropriate box at the right whether your bank has a method or procedure for determining a better Ntfeate of Uninsured deposits than the estimate described above b If the box marked YES has been pocked, report the estimate of uninsured de sits determined by using your bank's p0 YES NO �. 6861`)`x M 2 a RCON B1t method or procedure Mil Thou 1 5597 N/A I M 2 b Person to whom questions about the Reports of on -Mon and Income should be directed Dens U."Rankin Offie r C477 < Name and Title (TEXT 8901) (214) 290 7413 Area code and phone number (TEXT 8902) 30 11 11 141 lim,06a0u l iuu 6 ma 1 4 1 > 9a, 4laNtlftl Legal Title of Bank Address City, State Zip FDIC Certificate No Bank One Texas NA 1117 Main Street Dallas, TX 75201 3602 27474 Schedule RC-R--Risk-Based Capital Call Date 6/30/93 ST BK 48 1996 FFIEC 031 Page RC 21 This schedule must be completed by all banks as follows Banks that reported total assets of si billion or more in Schedule RC item 12 for June 30 1992 must complete Items 2 through 9 and Memorandum item 1 Banks with assets of less than $1 billion must complete items 1 through 3 below or Schedule RC R in its entirety depending on their response to item 1 below Test for determining the extent to which Schedule RC R must be completed To be completed only by banks with total assets of less than $1 billion Indicate in the appropriate C480 < box at the right whether the bank has total capital greater than or equal to eight percent YES NO of adjusted total assets I RCFD 6056 I 1////I 1 1 For purposes of this test adjusted total assets equals total assets Less cash U S Treasuries U S Government agency obligations and 80 percent of U S Government sponsored agency obligations plus the allowance for loan and lease Losses and selected off balance sheet items as reported on Schedule RC L (see instructions) If the box marked YES has been checked then the bank only has to complete items 2 and 3 below If the box marked NO has been checked the bank must complete the remainder of this schedule A NO response to item 1 does not necessarily mean that the bank's actual risk based capital ratio is less than eight percent or that the bank is not in compliance with the risk based capital guidelines (Calum A) I (Column B) Subordinated oebt(1)l Other and Intermediate Limited Items 2 and 3 are to be completed by all banks Term Preferred Life Capital wm- 2 Subordinated debt(i) and other limited life capital instruments (original I et..w sit mlt inou I mDFo Bit Nit Thou weighted average maturity of at least five years) with a remaining maturity of a One year or less 3780 0 3786 0 2 a b Over one year through two years 3781 0 3787 0 2 b c Over two years through three years 3782 0 3788 0 2 d Over three years through four years 37B3 0 3789 0 C 2 d e Over four years through five years 3784 0 3790 0 2 f Over five years 13785 0 1 3791 0 e 2 f 3 Total qualifying capital (i a Tier 1 and Tier 2 capital) allowable under the risk based RCFD Bit Mil Thou capital guidelines 1 3792 1.412.077 13 Items 4 9 and Memorandum item 1 are to be completed by banks that answered NO to item 1 above and by banks with total assets of ai billion or more 4 Assets and credit equivalent alomts of off balance sheet items assigned to the Zero percent risk category: a Assets recorded on the balance sheet (1) Securities issued by, other claims on, and claims unconditionally guaranteed by the U S Ooverrnnnt and its agencies and other OECD central governments (2) ALI other b Credit equivalent amount of off balance sheet items (Coto n A) (Column B) Assets Credit Equiv Recorded alent Amount on the of Off Balance Balance sheet Sheet Items(2) RCFD OIL Mil Thou RCFD Bit Mil Thou 3794 1 747 144 3795 228,953 1 3796 0 1 (1) Exclude mandatory convertible debt reported in Schedule RC M item 7 e 'Total m (2) Do not report in column 8 the risk weighted amount of assets reported in cot umn A 31 4 a (1) 4 a (2) 4 b VAe U i91iii3iii)11GktaN31� Legal Title of Bank Address City State Zip FDIC Certificate No Bank One Texas NA 1717 Main Street Dallas, T% 75201 3602 27474 Schedule RC-R--Continued 5 Assets and credit equivalent amounts of off balance sheet items assigned to the 20 percent risk category a Assets recorded on the balance sheet (1) Claims conditionally guaranteed by the U S Government and its agencies and other OECD central governments (2) Claims collateralized by securities issued by the U S Govern ment and its agencies and other OECD central governments by securities issued by U S Government sponsored agencies and by cash on deposit (3) All other b Credit equivalent amount of off balance sheet items 6 Assets and credit equivalent amounts of off balance sheet items assigned to the 50 percent risk category a Assets recorded on the balance sheet b Credit equivalent amount of off balance sheet items 7 Assets and credit equivalent amounts of off balance sheet items assigned to the 100 percent risk category a Assets recorded On the balance sheet b Credit equivalent amount of off balance sheet items 8 On balance sheet values (or portions thereof) of interest rate foreign exchange rate and commodity contracts which have a capital assessment for their off balance sheet exposure under the risk based capital guidelines and those contracts (e g futures contracts) excluded from the calculation of the risk based capital ratio (exclude margin accounts and accrued receivables from this item) 9 Total assets recorded an the balance sheet (sum of items 4 a, 5 a, 6 a 7 a and 8 colum A)(must squat Schedule RC, item 12 plus items 4 b and 4 c, plus Schedule RC B item 6 a (3) column A) Call Date 6/30/93 ST 8K 48 1996 FFIEC 031 Page RC 22 I (Column A) I Assets I Recorded I on the Balance Sheet 3798 437 864 3799 83 081 3800 3 922,087 3802 2 489 456 3804 8 621 502 3806 0 I (LOIUin A) Notional Memorandum Principal I Value Dollar Mounts in Thousands I RCFO Bit Mil Thou 1 Notional principal value and rsplsc~t cost of interest rate and foreign exchange rate contrasts (in column 8, report only those contracts with a positive roo4ohNait cost) a Interest rate contracts (axetude futures contracts) (1) With a remaining maturity of ens year or lass 13809 901 226 (2) With a remaining maturity of over one year 13810 7 196 751 b Foreign exchange rate contracts (exclude contracts with an original maturity of 14 days or less and futures contracts) (1) With a remaining maturity of one year or less 13812 13 258 (2) With a remaining maturity of over one year 13813 1,272 (1) Do not report in colon 8 the risk weighted amount of assets reported in cot" A 32 (COlum B) Credit Equiv alent Amount of Off Balance 15 a (2) 5 a (3) 3801 443 148 15 b 16 a 3803 13 600 16 b 17 a 3805 1 359 182 17 b 8 19 (COlu n 8) Replacement Cost 3808 135 833 I M 1 a M 1 a (1) M 1 a (2) 3811 6 334 M 1 b M 1 b (1) M 1 b (2) aa� o )) i 4swN Legal Title of Bank Bank One Texas NA Call Date 6/30/93 ST 8K 48 1996 FFIEC 031 Address 1717 Main Street Page RC 23 City, State Zip Dallas, TX 75201 3602 FDIC Certificate No 2 7 4 7 t octal Narrative Statement Concerning the Amounts Reported in the Reports of Condition and Income at close of business on June 30 1993 Bank One Texas NA Legal Title of Bank The management of the reporting bank may, if it wishes, sub mit a brief narrative statement on the amounts reported in the Reports of Condition and Income This optional statement will be made available to the public, along with the publicly available data in the Reports of Condition and Income, in re sponse to any request for individual bank report data How ever the information reported in column A and in all of Memorandum item 1 of Schedule RC N is regarded as confidential and will not be released to the public BANKS CHOOSING TO SUBMIT THE NARRATIVE STATEMENT SHOULD ENSURE THAT THE STATEMENT DOES NOT CONTAIN THE NAMES OR OTHER IDENTIFICATIONS OF INDIVIDUAL BANK CUSTOMERS, REFERENCES TO THE AMOUNTS REPORTED IN THE CONFIDENTIAL ITEMS IN SCHEDULE RC N OR ANY OTHER INFORMATION THAT THEY ARE NOT WILLING TO HAVE MADE PUBLIC OR THAT WOULD COMPROMISE THE PRIVACY OF THEIR CUSTOMERS Banks choosing not to make a statement may check the "No comment" box below and should make no entries of any kind in the space provided for the narrative statement i e DO NOT enter in this space such phrases as -'No statement " "Not applicable Of "N/A " "No comment " and "None " The optional statement must be entered on this sheet The statement should not exceed 100 words Further, regardless of the number of words the statement must not exceed 730 characters including punctuation indentation and standard spacing between words and sentences if any submission should exceed 750 characters, as defined, it Will be truncated at 750 characters with no notice to the submitting bank and Dallas Texas City State the truncated statement will appear as the bank's statement both on agency computerized records and in computer file releases to the public All information furnished by the bank in the narrative state ment must be accurate and not misleading Appropriate of forts shall be taken by the submitting bank to ensure the statement's accuracy The statement must be signed in the space provided below by a senior officer of the bank who thereby attests to its accuracy if subsequent to the original submission, material changes are submitted for the data reported in the Reports of Conch tion and Income the existing narrative statement will be deleted from the files and from disclosure the bank at its option, may replace it with a statement under signature ap propriate to the amended data The optional narrative statement will appear in agency records and in release to the public exactly as submitted (or amended as described in the preceding paragraph) by the management of the bank (except for the truncation of state ments exceeding the 750 character limit described above) THE STATEMENT WILL NOT BE EDITED OR SCREENED IN ANY WAY BY THE SUPERVISORY AGENCIES FOR ACCURACY OR RELEVANCE DISCLOSURE OF THE STATEMENT SHALL NOT SIGNIFY THAT ANY FEDERAL SUPERVISORY AGENCY HAS VERIFIED OR CONFIRMED THE ACCURACY OF THE INFORMATION CONTAINED THEREIN A STATEMENT TO THIS EFFECT WILL APPEAR ON ANY PUBLIC RELEASE Of THE OPTIONAL STATEMENT SUBMITTED BY THE MANAGEMENT Of THE REPORTING BANK No comment JXJ (RCON 6979) 1 C471 I C472 1< BANK MANAGEMENT STATEMENT (please type or print clearly) (TEXT 6980) Signature of Executive Officer of Bank 33 Date of Signature i 1 i i Z i 8mi I i zi u 1 24 t soul E a 10 iiNliaoNHidiiailiH#i1hLESiilida$iY}13i3ViUV37oUVi13HNSiiWfiUii7iiiil � 88ZWZ ZgOM1 0 i3 80hi WM ,Legal Title of Bank Bank One, Texas NA Call Date 6/30/93 ST BK 48 1996 FFIEC 031 Address 1717 Main Street Page RC 23 City State Zip Dallas, TX 75201 3602 FDIC Certificate No Ig7 7 4 Okit onal Narrative Statement Concerning the Amounts Reported in the Reports of Condition and income at close of business on June 30 1993 Bank One, Texas NA Legal Title of Bank The management of the reporting bank may if it wishes sub mit a brief narrative statement on the amounts reported in the Reports of Condition and Income This optional statement will be made available to the public, along with the publicly available data in the Reports of Condition and Income in re sponse to any request for individual bank report data How ever the information reported in column A and in all of Memorandum item 1 of Schedule RC N is regarded as confidential and will not be released to the public BANKS CHOOSING TO SUBMIT THE NARRATIVE STATEMENT SHOULD ENSURE THAT THE STATEMENT DOES NOT CONTAIN THE NAMES OR OTHER IDENTIFICATIONS OF INDIVIDUAL BANK CUSTOMERS, REFERENCES TO THE AMOUNTS REPORTED IN THE CONFIDENTIAL ITEMS IN SCHEDULE RC N OR ANY OTHER INFORMATION THAT THEY ARE NOT WILLING TO HAVE MADE PUBLIC OR THAT WOULD COMPROMISE THE PRIVACY OF THEIR CUSTOMERS Banks choosing not to make a statement may check the "No cement" box below and should make no entries of any kind in the space provided for the narrative statement, 1 e DO NOT enter in this space such phrases as -'No statement " "Not applicable " "N/A " "No comment " and '-None -- The optional statement must be entered on this sheet The statement should not exceed 100 words Further, regardless of the number of words the statement must not exceed 750 characters, including punctuation, indentation, and standard spacing between words and sentences If any submission should exceed 750 characters as defined, it will be truncated at 750 characters with no notice to the submitting bank and Dallas Texas City State the truncated statement will appear as the bank's statement both on agency computerized records and in computer file releases to the public All information furnished by the bank in the narrative state ment must be accurate and not misleading Appropriate of forts shall be taken by the submitting bank to ensure the statement's accuracy The statement must be signed in the space provided below by a senior officer of the bank who thereby attests to its accuracy If, subsequent to the original submission material changes are submitted for the data reported in the Reports of Condi tion and Income the existing narrative statement will be deleted from the files, and from disclosure, the bank at its option may replace it with a statement under signature ap propriate to the amended data The optional narrative statement will appear in agency records and in release to the public exactly as submitted (or emended as described in the preceding paragraph) by the management of the bank (except for the truncation of state ments exceeding the 750 character limit described above) THE STATEMENT WILL NOT BE EDITED OR SCREENED IN ANY WAY BY THE SUPERVISORY AGENCIES FOR ACCURACY OR RELEVANCE DISCLOSURE OF THE STATEMENT SHALL NOT SIGNIFY THAT ANY FEDERAL SUPERVISORY AGENCY HAS VERIFIED OR CONFIRMED THE ACCURACY OF THE INFORMATION CONTAINED THEREIN A STATEMENT TO THIS EFFECT WILL APPEAR ON ANY PUBLIC RELEASE OF THE OPTIONAL STATEMENT SUBMITTED BY THE MANAGEMENT OF THE REPORTING BANK No comment IXI (RCON 6979) 1 C471 I C472 I< BANK MANAGEMENT STATEMENT (please type or print clearly) (TEXT 6980) L 41 {11bO1 1) 14 UU IOWII 1 111 111111 i11A 1 ) 1 UGH 1 A) W I !N i 1 »U i ) , Lb I i i1 A i8L)hh P.W IAAAIUb iv HiWJW$bW owl , 1 Io 81 , "81 11 )IIIA: Legal Title of Bank Address City, State Zip FDIC Certificate No Bank One, Texas NA 1717 Main Street Dallas, TX 75201 3602 12 7474 Call Date 6/30/93 $T BK 48 1996 THIS PAGE IS TO BE COMPLETED BY ALL HANKS OMB No For OCC 1557 0081 CALL NO. 184 31 06-30-93 OMB No For FDIC 3064 0052 CERT. 27474 00088 STSK 4o-199(3 OMB No For Federal Reserve 7100 0036 Expiration Date 2/28/95 BANK ONE. TEXASS# NATIONAL ASSOCIATIO P.O. BOX 225415 SPECIAL REPORT OALLAS, TX 75222-5415 (Dollar Amounts in Thousands) LOANS TO EXECUTIVE OFFICERS (Complete as of each Call Report Date) OSE OF BUSINESS I FDIC Certificate Number ATE I I C 700 1 < The following information is required by Public Laws 90 44 and 102 242 but does not constitute a part of the Report of Condition With each Report of Condition these Laws require all banks to furnish a report of all loans or other extensions of credit to their executive officers made since the date of the previous Report of Condition Data regarding individual loans or other extensions of credit are not required If no such loans or other extensions of credit were made during the period insert -none -- against subitem (a) (Exclude the first $5 000 of indebtedness of each executive officer under bank credit card plan ) See Sections 215 2 and 215 3 of Title 12 of the Code of Federal Regulations (Federal Reserve Board Regulation 0) for the definitions of 11executive officers) and "extension of credit 11 respectively Exclude Loans and other extensions of credit to directors and principal shareholders who are not executive officers a Number of loans made to executive officers since the previous Call Report date I_RCFD 3561 1 0 a b Total dollar amount of above loans (in thousands of dollars) I RCFD 3562 I o b c Range of interest charged on above Loans (example 9 3/4% = 9 75) 1 RCFD 7701 1 0 00 1 % to I RCFD T702 I 0 00 1 % c SIGNATURE AND TITLE OF OFFICER AUTHORIZED TO SIGN REPORT I DATE (Month Day Year) I 7- (9 9 � 93 NAME AN TITLE OF PERSDA TO W GUIRIES MAY BE DI CTED (TEXT 8903) I AREA CODE/PHONE NUMBER (TEXT 8904) Denise West tUI6 UU4U/55 (12 92) Lf.4 (214) 290 7413 Federal Financial Institutions Examination Council ry � Board at Coyeman or dx Feacru Reaarye norm OMB Number lo0-J07e Federal Deposit Insuruve Corporaom OMB Number 30"-0052 Office of the Comptroller of the Currency OMB Number 1557-008I Upues Febnury 28 1995 Rene refer to page I Table of Cmtenb for the required disclosure of esturuted burden Consolidated Reports of Condition and Income for A Bank' With Domestic and Foreign Offices—FFIEC 031 Report at the close of business March 31, 1993 1 930 Ww This report is required by law 12 U S C §324 (State member banks) 12 U SlC §1817 (State nonmember banks) and 12 U S C §161 (National banks) Ttus report form is to be filed bybanks with branchesand con soliciated subsidiaries in U S territories and possessions Edge or Agreement subsidiaries foreign branch Bonsolidated foreign subsidiaries, or International Banking Facilities NOTE The Reports of Condition and income must be signed The Reports of Condition and Income are to be prepared Inby an authorized, officer and the Report of Condition must be accordance with Federal regulatory authority instructions attested to by not less than two directors (trustees) for State NOTE These instructions may in some cases differ from nonmember batiks and three directors for State member and generally accepted accounting principles Naantiional banks pp [ CZIffJ R.I !tl(��Gy. Ch1t� F�gncla' lcltetheundersigned directors (trustees)attest tothe correct 4 ass of this Report of Condition (including the supporting Name sod tide ofCffim Audwrikslii toSip Report schedules) and declare that it has been wammed by us and to of the named b�do hereby declare that these Reports of the best of our knowledge and belief has been prepared m Condition and come (including the supportin schedules) conformance with the mstructi ire b ie p ropnate have been prep m conformance wEth tlx Instructions Federal regulatory author) issued by the a propriate Federal regulatory authority and are trug to the best of my knowledo and belief For Banks Submitting Had Copy Report Forma. State Member Banks. Return theoriginalandaxcopytothe National Banks. Return the original only in the special return appropriate Federal Reserve District Ban& address l ertostope pr mdad. If express mall is used in lieu of the State Nonmam a�Yft=Une only inthe the return address envelope, return the original only to special return TessIf aipress mail is used FDIC, c/o Qua►ity Data Systems, 2139 Fspey Court m lieu of theenvelope, return the Croce MD 21114 original only to Qu Ilty Data Systems, 2139 Espey Court- C 4. FDIC Certificate Number I I I I I I F— stew eam 7 CALL Nr. 193 31 11-31-`l3 CE1T 27474 ,,, 30 STaK 43-1 io dAJK JNca TCXA.:it NATIZiAL ASSCCIAT,�i P.J. BOX t2>'1, ^4LLar, Tr 79222-941F L_ _J Board of Govemom of the Federal Reserve System Federal Deposit Wurar Corporation Office of the Comptroller of the Currency i Consolidated Reports of Condition and Income for A Bank With � Domestic and Foreign Offices Table of Contents Signature Page Cover Report of Income Schedule RI —Income Statement RI 1, 2,3 Schedule RI A --Changes in Equity Capital RI-3 Schedule RI B--Charge-offs and Recoveries and Changes in Allgwance for Loan and Lease Losses RI'4, 5 Schedule RI-C—Applicable Income Taxes by Taxing Authority RI 5 Schedule RI D—IAmme from International Operations RI-6 Schedule RI E—Explaxtations RI-7, 8 DlWaare of Estimated Burden ne atmleted average taudw am on aalmm art„mumpm atu9mamor�aro......�.......1....�.._.e.�_ non, gathering and alepNd6dag dw in file agtdmd tam, and oompMtlrrg the records m the roemal accuracy of tins burden directed to the 0f9n d and Budget W tit secretary Bard of erocesoltoll 9r W &dW mn, D C 20561 1 Legislative and ltegulatoty ArlelyW Division office of the Comptroller of the Cunauy Washmgom DC 20219 Aa =t Executive secretary Federal Deposit bourence Commdon W adungrwc D C 20a29 fir MkkW IXBa al Martagmtad r 1,11,+f^F Report of Condition Schedule RC —Balance Sheet MEC 03, Pape 721 RC 1 2 Schedule RC A —Cash and Balances Due From Depository Institutions RC 3 Schedule RC-B—Secunties RC4 5 Schedule RC-C—Loans and Lease Financing Receivables Part I Loans and Leases RC-6, 7 Part II Loans to Small Businesses and Small Farms (included in the forms for June 30 only) RC 7a 7b Schedule RC D—Assets Held in Trading Accounts in Domestic Offices Only (to be completed only by banks with $1 billion or more in total assets) RC-8 Schedule RC E—Deposit Liabilities RC 9 10 Schedule RC F—Other Assets RC Schedule RC-G--Other Liabilities RC 11 Schedule RC H—Selected Balance Sheet Items for Domestic Offices RC 12 Schedule RC-1--Selected Assets and Liabilities Of IBFs RC-12 Schedule RC K—Quarterly Averages RC 13 Schedule RC-L--Off-Balance Sheet Items RC 14 15 Schedule RC M—Memoranda RC 16 17 Schedule RC-N—Past Due and Nonacaual Loans Leases, and Other Assets RC 18,19 Schedule RC-0—Otlter Data for Deposit Insurance Assessments RC-19 20 Schedule RC R—Risk-Based Capital RC 21 22 Optional Narrative Statement Concerning the Amounts Reported in the Reports of Condition and Income RC 23 Special Report (to be completed by all banks) Schedule RC J—Repnang Opportunities (sent only to and to be completed only by savings banks) For tnforination or assistance national and state nonmember banks should contact the FDIC s Call Reports Analysis Unit 550 17th Street NW Washington D C 20429 toll free on (800) 688•FDIC (3342) Monday through Friday between 8 00 a in and 5-00 p in Eastern time State member banks should contact their Federal Reserve District Bank Legal Title of Bank BARK ONE TEXAS NA Address p o BOX 225415 City State zip DALLAS TX 75222 $415 FDIC Certificate No 1217141714A Call Date 3/31/93 ST BK 48 1996 FFIEC 031 Page R1 1 Consolidated Report of Income for the period January 1, 1993-Karch 31, 1993 All Report of income schpdules are to be reported on a calendar year to date basis in thousands of dollars Schedule RI--IuCome Statement Interest income a Interest and fee income on loans (1) In domestic offices 14011 68 $67 I 1 a (1)(a) (a) Loans secured by real estate 4019 0 1 a (1)(b) (b) Loans to depository institutions (c) Loans to finance agricultural production and other Loans to farmers 14024 1 523 I 1 a (1)(c) (d) Commercial and industrial loans 4012 43,339 1 a (1)(d) (a) Acceptances of other banks 14026 0 I 1 a (1)(e) (f) Loans to Individuals for household family, and other personal expenditures (1) Credit cards and related plane 14054 21 215 I 4055 48 542 I 1 a (1)(f)(1) 1 a 0)(f)(2) (2) Other (9) Loans to foreign governments and official institutions 14056 0 I 1 a (1)(g) (h) Obligations (other then securities and teases) of states and political subdivisions In the U S 4503 387 I 1 a (1)(h)(1) (1) Taxable obligations 14504 162 I 1 a (1)(h)(2) (2) Tax exempt obligations 14058 8 456 I 1 a (1 M (1) All other loans in domestic offices 14059 0 1 a (2) (2) In foreign offices, Edge and Agreement subsidiaries, and IBFs b Income from lease financing receivables 14505 861 1 b (1) (1) Taxable leases 4307 201 1 b (2) (2) Tax exempt leases Interest income on balances due from depository institutions (1) c (1) In domestic offices We 14105 3 861 4106 0 I 1 c (1) 1 c (2) (2) In foreign offices Edge and Agreement subsidiaries and d Interest and dividend income on securities (1) U S Tressuryl securities and U S Government agency and corporation obligation 14027 37 656 I 1 d (1) (2) Securities issued by states and political subdivisions in the U S (a) Taxable securities 14506 10 2 I 1 d (2)(a) 1 d (3)(b) (b) Tax exempt securities 362 36552 362 3657 I 1 d ( (3) Other domestic debt securities 3658 68 I 1 d (4)) (4) Foreign debt securities (5) Equity securities (including investments in mutual funds) 13659 450 I 1 d (5) e Interest income fray assets held 1n tradinng accounts J 4069 5 I 1 e (1) Includes interest incases an tiM certificates of deposit not hold in trading accounts 3 Legal Title of Bank BANK ONE, TEXAS NA Address P 0 BOX 225415 City State zip DALLAS TX 73222 5415 FDIC Certificate No 12171417141 Schedule RI-- Continued Call Date 3/31/93 ST SK 48 1996 FFIEC 031 Page RI 2 1 interest income (continued) RIAD Sit Mnl Thou j f interest sncame on federal funds sold and securities purchased under agreements to resell in domestic offices of the bank and of its Edge and Agreement subsidiaries, and in IBFs 4020 385 1 f g Total interest income (sus of items 1 a through 1 f) 4107 290,368 1 g 2 Interest expense a Interest on deposits (1) Interest on deposits in domestic offices (a) Transaction accounts (NOW accents, ATS accounts and telephone and preauthorized transfer accounts) 4508 81 2 a (1)(a) (b) Nontransacti on accounts (1) Monoy market deposit accounts (MMDAs) 4509 19 496 2 a (1)(b)(1) (2) Other savings deposits 4511 1 409 2 a (1)(b)(2) (3) Time certificates of deposit of $100,000 or more 4174 10 370 2 a (1)(b)(3) (4) All other time deposits 4512 41 423 2 a (1)(b)(4) (2) Interest on deposits in foreign offices, Edge and Agreement subsidiaries and We 4172 1 458 2 a (2) b Expense of federal funds purchased and securities sold under agreements to repurchase in domestic offices of the bank and of its Edge and Agreement subsidiaries, and in IBFs 4190 3 383 2 b c Interest on demand notes issued to the U S Treasury and on other borrowed money 4185 376 2 c d Interest on mortgage indebtedness and obligations under capitalized leases 4072 9 2 d e Interest on subordinated notes and debentures f Total interest expense (sum of mans 2 a through 2 e) 4200 0 ( 4073 78 005 2 e 2 f 3 Net interest income (item 1 9 minus 2 f) ////////////////// RIAD 4074 1 212,363 1 3 4 Provisions RIAD 4230 ( RIAD 4243 1 (8 596)1 4 a 0 1 4 b a Provision for loan and lease losses b Provision for allocated transfer risk ////////////////// ////////////////// 5 Nonnnterest ineomee a Income from fiduciary activities b Service charges on deposit accounts in domestic offices 4070 6 888 4080 32 248 5 a 5 b c Trading gains (losses) and fees from foreign exchange transactions d Other foreign transaction gains (losses) 4075 378 4076 0 5 c 5 d e Gains (losses) and fees from assets held to trading accents 4077 224 5 e f Other noninterest Income (1) Other fee income 5407 14 474 5 f (1) (2) All other noninterest ineoese 5408 2 980 5 f (2) RIAD 4079 RIAD 4091 I 57 192 1 5 g 1,845 1 6 g Total noninterest incase (sum of items 5 a through 5 f) 6 Gains (losses) an securities not held in trading accents ////////////////// 7 Noninterest expense a Salaries and employes bafuftts 4135 63 202 7 a b Expenses of promise& d fi)ted esests (net of rental incase) (excluding salaries and sWoM benefits and mortgage interest) c other noninterest GXpanW d Total noninterest expw" Can of (teas 7 a through 7 c) 4217 15,508 4092 79 386 ////////////////// 7 b 7•c RIAD 4093 1 161,096 1 7 d 8 Income (loss) before incase taxes and extraordinary items and RIAD 4301 118 900 1 8 other adjustments (item 3 plus or minus items 4 a, 4 b, 3 9 6 and 7 d) ////////////////// 9 Applicable income taxes (on item 8) ////////////////// RIAD 4302 1 40,334 1 9 10 Income (loss) before extraordinary items and other adjustments I RIAD 4300 1 78,566 1 10 h tam 8 mnru, 9) f ////////////////// `Describe on Schedule RI E Explanations 4 Legal im tie of Bank BANK ONE TEXASNA Address P 0 BOX 225415 Call Date 3/31/93 ST SK 48 1996 FFIEC 031 15 City, State Zip DALLAS T% 75222 5415 Page RI 3 FDIC Certificate No JZL7L417 Schedule RI --Continued Year to date Dollar Amounts In Thousands RIAD Bit Mil Thou 11 Extraordinary item and other adjustments a Extraordinary items and other adjustments, gross of income taxes' 4310 0 11 a b Applicable income taxes (en item 11 a)" 4315 0 11 b c Extraordinary items and other ad)ustments net of income taxes (teem 11 a minus 11 b) ////////////////// RIAD 4320 0 12 Net income (loss) (sus Of trams 10 and 11 e) 11 c112 Memoranda DollaYear to date 1 Interest expense incurred to carry tax exempt securities loansaid leesearacqui reed an Thousands RIAD ail Mil Thou , August 1986, that is not deductible for federal intone tax 974 2 Not applt icable purposes � 4515 974 N 1 3 Estimated foreign tax credit included in applicable income taxes items 9 and 11 b above 4309 0 0 4 To be completed only by banks with $1 billion or more in total assets N 3 Taxable equivalent adjustment to "Income (loss) before income taxes and extraordinary items and other adjustments" (item 8 above) 5 Number of full time equivalent employees on payroll at end of current period (round to 1244 1 062 M 4 nearest whole number) //// Number j 4150 7,394 I M 5 Schedule RI -A --Changes in Rquity Capital Indicate decreases and losses in parentheses 1 Dollar Amounts in Thous• total equity capital originally reported in the December 31 1992, Reports of Condition l RIM 1483 ail Mil Thcu l < and Income ' ////////////////// 1 2 Equity capital ad)ustments from amended Reports of Incase nst• 3215 1 250 135 1 1 3 Amended balance end of previous calendar year (sum of items 1 and 2) 3216 g I 2 4 Net income (loss) (must equal Schedule RI item 12) 1, 250, 3 5 Sale conversion aoquiefti on, or retirement of capital stock net 4340 340 5135 78 66 4 6 Changes Inc ldent to business combinations, net 4346 0 5 7 LESS Cash dividends declared an preferred stock 4356 0 6 8 LESS Cash dividends declared on common stock "70 0 7 9 Cumulative effect of changes in accounts accounting principles from prior years lees instructions for this schedule) 4460 20 000 8 10 11 Corrections of material accounting errors from prior years* (sae instructions for this schedule) Change in net unreaVited lop an "it 0 110 12 morketable equity securities Foreign currency tratalatiae adjustments 441E 0 11 13 14 Other transactions with Panmlt holding cospW pet included in items 5, 7, or 8 above) I Total 14415 "is 0 � 12 equity capital and ut current Period (sum of items 3 through 13) (must equal Schedule RC item 28) 0 13 j 3210 1.308.7011 14 •Describe on Schedule RI E Explanations N Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST BK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page RI 4 city State Zip DALLAS, TX 7S222 5415 FDIC Certificate No 12171417141 Schedule RI-B-- ge-offs and Recoveries and Changes in Allowance for Loan and Lease Losses Part I Charge -offs and Recoveries on Loans and Leases Part I excludes charge offs and recoveries through the allocated transfer risk reserve 1486 < (Column A) (Coto n B) Charge offs Recoveries calendar year to date Dollar Amounts in Thousands RIAD Bit Nil Thou RIAD Bit Nil Thou 1 Loans secured by real estate a To U S addressees (domicile) 4651 2 181 4661 883 1 a b To non U S addressees (domicile) 4652 0 4662 0 1 b 2 Loans to depository institutions and acceptances of other banks a To U S banks and other U S depository institutions 4653 0 4663 0 2 a b To foreign banks 4654 0 4664 0 2 b 3 Loans to finance agricultural producti of and other loans to farmers 4655 15 4665 0 3 4 Commercial and industrial loans a To U S addressees (domicile) 464S 1,647 4617 12 222 4 a b To non U s addressees (domicile) 4646 0 4618 0 4 b 5 Loans to individuals for household, family and other personal expenditures a Credit cards and related plans 4656 6 154 4666 3" 5 a b Other (includes single payment installment, and all student loans) 4657 8 010 4667 2 566 5 b 6 Loans to foreign governments and official institutions 4643 0 4627 0 6 7 All other loans 46" 0 4628 0 7 8 Lease financing receivables a Of U S addressees (domicile) 4658 0 4668 0 8 a b Of non U S addressees (domicile) 4659 0 4669 0 8 b 9 Total (am of items 1 through 8) 1 4635 18,067 1 4605 16,015 19 Cumulative Cumulative Charge offs Recoveries Jeri 1 1986 Jan 1 1986 Memoranda through through Dollar Amounts in Thousands Dee, 31, 1989 Retort Date To be completed by national banks only I RIAD Bit Mil Thou RIAD Bit Mil Thou 1 Charge offs and recoveries of Special Category Loans, as defined for this I Call Report by the Comptroller of the Currency I ////////////////// 14784 46 1 M 1 Memorandum items 2 and 3 are to be completed by all banks 2 Loans to finance commercial rest estate, construction and land development activities (not severed by real estate) Included in Schedule RI B part 1, its% 4 and 7, above 3 Loans secured by real eatets<tn domestic offices (included in Schedule RI B part 1, itemal, shove) a Construction and lend developent b Secured by farmland c Secured by 1 4 family residential properties (1) Revolving open end Were secured by 1 4 family residential properties and extended under lines of credit (2) All other Loans secured by 1 4 family residential properties d Secured by multifamily (5 or more) residential properties e Secured by nonfarm nonresidential properties 65 (Column A) (Column B) Charge offs Recoveries calendar Year to date RIAD Bit Nit Thou RIAD Bit Mil Thou 5409 1 015 5410 0 3582 0 3583 11 3584 4 3585 0 5411 104 5412 36 5413 2 073 5414 703 3588 0 3589 1 13590 0 13591 132 M2 M 3 a M 3 b M 3 c (1) M 3 c (2) M 3 d Mae Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST BK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page RI 5 city State Zip DALLAS, T% 75222 5415 FDIC Certificate Na 12171417141 Schedule RI-H--Continued Part II Changes in Allowance for Loan and Lease�Losses and in Allocated Transfer Risk Reserve Dollar Amounts in Thousands 1 Balance originally reported in the December 31, 1992, Reports of Condition and Income 2 Recoveries (column A must equal pert I item 9 column B above) 3 LESS Charge offs (column A must equal part 1, item 9, column A above) 4 Provision (column A must equal Schedule R1, Item 4 a, cotu n B Must equal Schedule RI item 4 b) 5 Adjustments* (see instructions for this schedule) 6 Balance and of current period (sum of items 1 through 5) (column A must equal Schedule RC, item 4 b colum B mist equal Schedule RC, item 4 U *Describe on Schedule RI E Explanations (Cot" A) Atlowance for Loan and Lease Losses (Colum 8) Allocated Transfer Risk Reserve RIAD Sit Nil Thou RIAD Bit Nil Thou 3124 137 139 3131 0 4605 16 015 3132 0 4635 18 007 3133 0 4230 IS 596)1 4243 0 1 4815 0 3134 0 1 3123 126,551 1 3128 0 Schedule RI-C--Applicable Income Taxes by Taxing Authority Schedule RI C is to be reported with the December Report of Income 1 2 3 4 5 6 1 Federal 4780 N/A 1 2 State and Local 3 Foreign 4790 N/A 3 4 Total (sun of items 1 through 3) (moat equal sum of Schedule R1, item 9 and it.b) 4770 N/A 4 5 Deferred portion of item 4 1 RIAD 4772 1 N/A 1////////////////// 1 5 7 Legal Title of Bank BANK ONE TEXAS NA Address P 0 80x 225415 Call Date 3/31/93 ST SK 48 1996 FFIEC 031 City State Zip DALLAS Tx 75222 5415 Page AI 6 FDIC Certificate Na 12171417141 Schedule RI-D--Income from International Operations For all banks with foreign offices Edge or Agreement subsidiaries or IBFs where international operations account for more than 10 percent of total revenues total assets or net income Part I Estimated Income from International Operations 1492 < Yea 1 Inteto date Ooller Amounts In Thousands RIADI BllrMll Thou rest income and expense booked et foreign offices Edge and Agreement subsidiaries and IBFs a Interest income booked b Interest expense booked 4837 N/A 1 a c Net interest Income booked at foreign offices Edge and Agreement subsidiaries and IBFs (item i a minus 1 b) 14838 N/A 1 b 2 Adjustments for booking location of international operations 4839 N/A i c a Net Interest income attributable to international operations booked at domestic offices b Net Interest I 4840 income attributable to domestic business booked at foreign offices c Net booking N/A 2 a 4841 location adjustment (item 2 a minus 2 b) N/A 2 b 3 Noninterest income and expense attributable to international operations 4842 N/A 2 c a Noninterest income attributable to international operations b Provision for loan and lease losses attributable to international operations c Other 4W7 N/A 3 a 423 noninterest expense attributable to international operations d Net 9 N/A 3 6 1423 noninterest income (expense) attributable to international operations (item 3 a minus 3 b and 3 c) N/A 3 c 4 Estimated pretax Income attributable to international operations before capital allocation adjustment (sun of items 1 2 14843 N/A 3 d c c and 3 d) 5 Adjustment to pretax income for Internal allocations to international' operations to reflect the effects of equity capital on overall bank funding N/A 4 costa 6 Estimated pretax income attributable to international adjustment (sun of Items 4 and 5) operations after capital elloeatien N// /'&'S N/A 5 1 7 Income taxes attributable to income from international operations as estimated in item 6 8 Estimated 14N// 4 797 N/A 6 net Intone attributable to international operations (item 6 minus 7) 341 N/A 1 7 434=N/A 18 Memoranda 1 tntracaapany interest insane included In {tam 1 a above Dollar Amwaits in Thousands 'I AIAD giD i 2 Intracampeny Interest expense included in item 1 b above 1 448 N/A M 1 4 S N/A iM2 by the Part Ii Supplementary Details on Income from International Operations Required InternationalDepartments Commerce ountsandthe U 8 National f alIncomee anor d aProduct Accounts 1 Interest intone booked at iBe ww"•r nnlotatts m rnousa I AIAD Bit Nit Thou 2 Interest expense backed at Live 1 4849 N/A 1 3 Noninterest 1lltotte attributable to international (excluding IBFs) operations booked at domestic offices 4850 N/A 2 a Gains (losses) and extraordinary items b Fees and other noninterest income 5491 N/A 3 a 4 Provision for loan and lease tosses attributable to International aperattons booked at domestic offices (excluding IBFs) 5492 N/A 3 b 5 Other noninterest expense attributable to international 1 (excluding IBFs) operations booked at domestic offices 4852 N/A 4 1 485, 3 N/A S 8 _ Legal Title of Bank BANK ONE, TEXAS NA Call Date 3/31/93 ST 8K 48 1996 FFIEC 031 Address P O Box 225415 Page RI 7 City State zip DALLAS, TX 75222 5415 FDIC Certificate No 12171417141 Schedule RI-13--ftpla7nations Schedule RI E is to be completed each quarter on a calendar year to date basis Detail all adjustments in Schedules RI A and RI B, all extraordinary items and other adjustments in Schedule RI and all significant item of other noninterest Income and other noninterest expense in Schedule RI (See instructions for details ) 1 1495 1 < 1 All other noninterest income (from Schedule RI item 5 f (2)) Report amounts that exceed 10% of Schedule R1, item 5 f (2) a Net gains on other real estate owned 5415 0 1 a b Net gains on sales of loans 5416 0 1 b c Net gains on sales of premises and fixed assets 5417 523 1 c Itemize and describe the three largest other amounts that exceed 10% of Schedule RI. it 5 f (2) d TEXT 4461 CTE OWNED LIFE INSURANCE 4461 1,289 4462 410 1 d 1 e 1 f e TEXT 4462 OPERATING RECOVERY f I TEXT 4463 14463 2 Other noninterest expense (from Schedule RI Item 7 c) a Amortization expense of intangible assets 4531 3 343 2 a Report amounts that exceed 10% of Schedule RI, item 7 e b Net losses on other real estate owned 5418 0 2 b c Net losses on sales of loans 5419 0 2 c d Net losses on sales of premises and fixed assets 5420 0 2 d itemize and describe the three largest other amounts that exceed 10% of Schedule RI. it 7 c e TEXT 4464 1 D P ES G 4464 17,113 4467 13,250 4468 8 498 2 e 2 f 2 g f TEXT 4467 1 i ma! oe^rESSING CHARGES __ _ 9 1 TEXT 4466 1 FOIC ASSESSMENT 3 Extraordinary item and other adjustments (from Schedule RI item 11 a) and applicable income tax effect (from Schedule RI, item 11 b) (itemize and describe all extraordinary items and other adjustments) a (1) 1 TEXT 4469 1 4469 3 a (1) (2) Applicable income tax effect I RIM 4486 I ( ////////////////// 3 a (2) b (1) 1 TEXT 4487 1 4487 ////////////////// 3 b 3 b (1) (2) (2) Applicable incase tax effect I RIM 44W I c (1) 1 TEXT 4489�1 44a9 3 c (1) (2) Applicable income tax affect I RIM 4491 I ////////////////// 3 c (2) 4 Equity capital adjustments from amended Reports of Income (from Schedule RI A item 2) (itemize and describe sit adjustments) a I TEXT 4492 1 4492 4493 4 a 4 b b I TEXT 4493 1 5 Cumulative effect of chsngas 1n accounting principles from prior years (from Schedule RI A. item 9) (1taNRe and describe all changes in accenting principles) a I TEXT 4494 1 4494 4495 5 a 5 b b I TEXT 4495 1 6 Corrections of material accounting errors from prior years (from Schedule RI A, item 10) (itemize and describe ell corrections) a I TEXT 44% 1 4496 1 4497 6 a 1 6 b b I TEXT 4497 1 9 Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST 8K 48 1996 FFIEC 031 Address P 0 BOX 225415 Page 0.1 8 City State Zip OALLAS, TX 75222 5415 FDIC Certificate No 12171417141 Schedule RI-B--Coatinued Dollar Amounts in Thousands RIAD Bit Nil Thou 7 Other transactions with parent holding company (from Schedule RI A item 13) (itemize and describe all such transactions) a TEXT 4498 4498 7 a 7 b b l TEXT 4499 14499 8 Adjustments to allowance for loan and lease losses (from Schedule Rl B part II item 5) (itemize and describe all adjustments) a I TEXT 4521 1 4521 1 4522 1 8 a 8 b b I TEXT 4522 I 9 Other explanations (the space below is provided for the bank to briefly describe at its option, any other significant items affecting the Report of Incase) No comment 11 (RIAD 4769) Other explanations (please type or print clearly) (TEXT 4769) W Legal Title of Bank BANK ONE, TEXAS NA Address P 0 BOX 225415 city State Zip DALLAS, TX 75222 5415 FDIC Certificate No 12171417141 Call Date 3/31/93 ST SK 48 1996 FFIEC 031 Page RC 1 Consolidated Report of Condition for Insured Commercial and State -Chartered Savings Banks for March 31, 1993 All schedules are to be reported In thousands of dollars Unless otherwise indicated report the amount outstanding as of the last business day of the quarter Schedule RC --Balance Sheet ASSETS 1 Cash and balances due from depository Institutions (from Schedule RC A) a Nminterest bearing balances and currency and coin(1) b Interest bearing balames(2) 2 Securities (from Schedule RC 8) 3 Federal funds sold and securities purchased under agreements to resell in domestic offices of the bank and of Its Edge and Agreement subsidiaries and in IBFa a Federal funds sold b Securities purchased under agreements to resell 4 Loans and lease financing receivables a Loans and leases, not of unearned income (from schedule RC C) RCFD 2122 8 828,274 b LESS Allowance for loan and lease losses RCFD 3123 126,551 c LESS Allocated transfer risk reserve I RCFD 3128 I 0 d Loans and leases, not of unearned income, allowance and reserve (item 4 a minus 4 b and 4 c) 5 Assets held in trading accounts 6 Premises and fixed assets (including capitalised leases) 7 Other real estate owned (from Schedule RC M) 8 Investments in unconsolidated subsidiaries and associated companies (from Schedule RC M) 9 Customers' liability to this bank on acceptaneas outstanding 10 Intangible assets (from Schedule RC M) 11 Other assets (from Schedule RC F) 12 Total assets (sum of items 1 through 11) (1) Includes cash items in process of collection and unposted debits (2) Includes time certificates of deposit rat hold in trading accounts It 0081 1 394 805 1 a 0071 230 945 1 b 0390 6 079 323 2 0276 320 050 3 a 0277 286,986 3 b 4 a 4 b 4 c 2125 8 701 723 4 d 2146 0 5 2145 176 728 6 2150 23 545 7 2130 0 8 2155 39 729 9 2143 50 547 10 2160 417 006 11 2170 17.721.387 1 12 Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST 8K 48 1996 FFIEC 031 Address P O sox 225415 Page RC 2 City State Lip DALLAS Tx 73222 5415 FDIC Certificate Na 12171417141 Schedule RC --Continued LIABILITIES 13 Deposits a In domestic offices (sum of totals of columns A and C from Schedule RC E. part I) (1) Noninterest bearing(1) I RCON 6631 3 829 800 (2) Interest bearing I RCON 6636 11,371,340 b In foreign offices, Edge and Agreement subsidiaries and IBFs (from Schedule RC E part 11) (1) Noninterest bearing RCFN 6631 0 (2) Interest bearing I RCFN 6636 306,817 14 Federal funds purchased and securities said under agreements to repurchase in domestic offices of the bank and of its Edge and Agreement subsidiaries and in IBFs a Federal funds purchased b Securities said under agreements to repurchase 15 Demand notes issued to the U S Treasury 16 Other borrowed moray 17 Mortgage indebtedness and obligations udder capitalized leases 18 Bank's liability on acceptances executed and outstanding 19 Subordinated notes and debentures 20 Other liabilities (from Schedule RC G) 21 Total liabilities (sum of items 13 through 20) 22 Limited life preferred stock and related surplus EQUITY CAPITAL 23 Perpetual preferred stock and related surplus 24 Common stock 25 Surplus (exclude all surplus related to preferred stock) 26 a Undivided profits and capital reserves b LESS Net unrealized loss on marketable equity securities 27 Cumulative foreign currency translation adjustments 28 Total equity capital (sum of items 23 through 27) 29 Total liabilities limited life preferred stock, and equity capital (sus of items 21 22 and 28) Memoredim To be reported only with the March Report of Condition 1 indicate in the box at the right the rambar of the statement below that best describes the most comprehensive level of auditing work performed for the bank by independent external auditors as of any date during 1992 1 - Independent audit of the bank conducted in accordance with generally accepted auditing standards by a certified public accounting firm witch submits a report on the bank 2 = Independent audit of the boilk's parent holding company conducted in accordance with gsnsrally accepted auditing standards by a certifie, pblic accounting firm which submits a report on the consolidated holding company (but not on the bank separately) 3 = Directors' examination of the bank conducted in accordance with generally accepted auditing standards by a certified public accounting fire (may be required by state chartering authority) RCON 2200 15 201 140 13 a 13 a (1) 13 a (2) RCFN 2200 306 817 13 b 13 b (1) 13 b (2) RCFD 0278 343 230 14 a RCFD 0279 228 273 14 b RCON 2840 41 386 15 RCFD 2850 7 375 16 RCFD 2910 64 17 RCFD 2920 39 710 18 RCFD 3200 0 119 RCFD 2930 244 691 20 RCFD 2948 16 412 686 21 RCFD 3282 0 22 RCFD 3838 0 23 RCFD 3230 64 000 24 RCFD 3839 935 699 25 RCFD 3632 309 002 26 a RCFD 0297 0 26 b RCFD 3284 0 27 RCFD 3210 1 308 701 28 I RCFD 3300 17,721.387 129 Number i RCFD 6724 2 1 M 1 4 e Directors examination of the bank performed by other external auditors (may be required by state chartering authority) 5 • Review of the bank's financial statements by external auditors 6 = Compilation of the bank's financial statements by external auditors 7 - Other audit procedures (excluding tax preparation work) 8 = No external audit work (1) Includes total demand deposits and noninterest bearing time and savings deposits 12 Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST OK 48 1996 FFIEC 031 Address PLO BOX 225415 Page RC 3 City State 2(p DALLAS TX 75222 5415 g FDIC Certificate No 7 i Schedule RC -A --Cash and Balances Due From Depository Institutions Exclude assets held in trading accounts Dollar Aaaunts in Thousands 1 Cash Items in process of collection, unposted debits, and currency and coin a Cash items in process of collection and unposted debits b Currency and coin 2 Balances due from depository institutions in the U S a U S branches and agencies of foreign banks (including their IBFs) b Other commercial banks in the U S and other depository institutions 1n the U S (including their IBFe) 3 Balances due from banks in foreign countries and foreign central banks a Foreign branches of other U S banks b Other banks in foreign countries and foreign central banks 4 Balances due from Federal Reserve Banks 5 Total (am of items 1 through 4) (total of column A not o"t Schedule RC item 1) C405 I < (Column A) Consolidated Bank (cat" 8) Domestic Offices RCFO Sit Nil Thou RCON Bit Nil Thou 0022 660 263 0020 590 414 0080 269 849 0082 37 221 0083 0 0085 37,221 0070 227,740 0073 225 424 0074 2,316 0090 500,526 0090 500,526 10010 1,625,730 1 0010 1,625,750 1 1 1a 1b 2 2 a 2b 3 3a 3 b 4 5 Nenorandlm r Dollar Anlotalts in Thousands.1 RCON Bit Nil Thou i Noninterest bearing balances due from commercial banks in the U S (included in item 2 1 columm B above) 1 0050 31,707 I N 1 13 Legal Title of Bank BANK ONE, TEXAS NA Call Date 3/31/93 ST BK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page RC 4 city State Zip DA{.LAS, TX 75222 5415 FDIC Certificate No 12171417141 Schedule RC-B- Seeuritiee Exclude assets held in trading accounts C410 < Consolidated Bank Domestic Offices I (Colum A) I (Colum B) (Column C) U S Treasury securities U S Government agency and corporation obligations a All holdings of U S Government issued or guaranteed certificates of participation In pools of residential mortgages (1) Issued by FNMA and FHLMC (2) Guaranteed by GNMA (exclude FNMA and FHLMC, issues) b All other (1) Collateralize4 mortgage obligations issued by FNMA and FHLMC (Include REMICS) (2) All other U S Government sponsored agency obligations(2) (3) All other U S Government 490MY obli gat lons(3) I Securities issued by states and political subdivisions in the U S a General obligations b Revenue obligations c Industrial development and similar obligations other domestic debt securities a All holdings of private (i e , nongoverreent issued or guaranteed) certificates of participation in pools of residential mortgages b ALL other domestic debt securities (1) Privately issued collateralized mortgage obligations (include REMICs) (2) Ali other 5 Foreign debt securities 6 Equity securities a Marketable equityisecurities (1) Investments In mutual funds (2) other marketable equity securities (3) LESS Net unrealised lame an marketable equity securities b other equity securitip Onctudes Federal Reserve stock) 7 Total (sum of items 11 threuglt 6) (total of column A must equal Schedule RC, item 2) 0400 826 826 3760 814 603 3762 516 339 0604 1,315,472 0402 175,661 0408 7,917 5361 1 065,642 5363 1 322,274 3635 3,865 3637 0 3639 0 3641 0 3642 30,724 0401 847 737 3761 849 029 3763 546 801 0605 1,326,679 0403 180,011 0409 7 919 5362 / 063 160 5364 1 344,941 3636 3,870 3638 0 3640 0 3643 30,724 0400 826,826 3760 814 603 3762 516 339 3764 1 016,266 3765 256 514 3766 42,692 3767 134,917 3768 40 744 3769 0 0408 7 917 5361 1 065 642 5363 1 322 274 3635 3 865 3637 0 3639 0 3641 0 3642 30,724 2 a (1) 2 a (2) 2 b 2 b (1) 2 b (2) 2 b (3) 3 3 a 3b 3c 4a 4 b (1) 4 b (2) 5 6 a(1) 6 a (2) 6 a (3) 6b (1) See discussion in Glossary entry for 'Isarket value of securities a (2) Includes obligations (other then certificates of participation in pools of residential mortgages, CHOS, and REMICs) issued by the Farm Credit System the federal Now Loan Bank System the Federal Nome Loan Mortgage Corporation the Federal National Mortgage Association the Financing Corporation Resolution Funding Corporation, the Student Loan Marketing Association and the Tennessee Valley Authority (3) Includes Small Business Administration "Guaranteed Loan Pool Certificates " U S Maritime Administration obligations and Export Import Bank iparticipation certificates 14 Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST SK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page RC 5 City, State Zip OALGAS, TX 75222 5415 FDIC Certificate No 12171417141 Schedule RC-B--Contiaued Memoranda Dollar Amounts in Thousands 1 Pledged securities 2 Maturity and repricing data for debt securities(1),(2) (excluding those in nonaccruaI status) a Fixed rate debt securities with a remaining maturity of (1) Three months or less (2) Over three months through 12 months (3) Over one year through five years (4) over five years (5) Total fixed rate debt securities (sum of Memorandm Items 2 a (1) through 2 a (4)) b Floating rate debt securities with a repricing frequency of (1) Quarterly or more frequently (2) Annually or more frequently, but lose frequently than quarterly (3) Every five years or more frequently, but lase frequently than annually (4) Less frequently than every five years (5) Total floating rate debt securities (suR of Memorandum Items 2 b (1) through 2 b (4)) c Total debt securities (sun of Memorandum Items 2 a (5) and 2 b (5)) (must equal total debt securities from Schedule RC B, sum of (tens 1 through 5 column A, minus nonaccrual debt securities included in Schedule RC N, item 9, columl C) 3 Taxable securities issued by states and political subdivisions In the u S (included in Schedule RC 8 item 3, eolum A, above) 4 Debt securities restructured and in compliance with modified terns (included in Schedule RC 8, item 3 through 5, colum A above) 5 Debt securities held for sale (included in Schedule RC B, [tams 1 through 5 column A above) Floating rate debt securities with a remaining maturity of one year or less (included in Memorandum item 2 b (5) above) Consolidated Bank Book value RCFO Bit Mll Thou 0416 736 934 0343 3 251 0344 92 613 0345 1 864 117 0346 2 397 209 0347 4 357 190 45" 1 570 497 4545 120 912 4551 0 4552 0 4553 1 691 409 0393 6 048 599 0301 954 5365 0 53" 926 214 1 5519 60,490 I 1."fl M 2a(1) M 2a(2) M 2a(3) M 2 a (4) M 2a(5) M 2 b (1) M 2b(2) M 2b(3) M 2b(4) M 2b(5) M 2 c M 3 M4 M 5 M 6 (1) Exclude equity securities, e g investments in mutual funds, Federal Reserve stock common stock and preferred stock (2) Memorandum item 2 is'not applicable to savings banks that must Cosplets supplemental schedule RC J 15 Legal Titte of Bank BANK ONE, TEXAS NA Call Date 3/31/93 ST BK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page RC 6 City State Zip DALLAS TX 75222 5415 FDIC Certificate No 12171417141 Schedule RC-C--Loans and Lease Financing Receivables Part I Loans and Leases Do not deduct the allowance for loan and lease losses from amounts reported in this schedule Report total loans and leases net of unearned income I C415 (Column A) (Colum B) Exclude assets held in trading accounts Consolidated Domestic Bank Offices RCFD Bit Mil Thou RCON Bit Mil Thou Dollar Amounts in Thousands 1 Loans secured by real estate j 1410 3 005 413 a Construction and land development ////////////////// 1415 180 897 b Secured by farmland (including farm residential and other improvements) ////////////////// 1420 10 218 c Secured by 1 4 family residential properties (1) Revolving open and loans secured by 1 4 family residential properties and extended under Li nee of credit ////////////////// 1797 545 012 (2) All other loans secured by 1 4 family residential properties (a) Secured by first liens ////////////////// 5367 1 567 569 (b) Secured by junior liens ////////////////// 5368 148 293 d Secured by muttifamity (5 or more) residential properties ////////////////// 1460 38 753 e Secured by nonfarm nonresidential properties ////////////////// 1480 514 671 2 Loans to depository institutions a To commercial banks in the U S ////////////////// 1505 3 839 (1) To U S branches and agencies of foreign banks 1506 0 (2) To other commercial banks In the U S 1507 3 839 b To other depository instituti one in the U S 1517 5 1517 5 c To banks in foreign countries ////////////////// Isla 3 808 (1) To foreign branches of other U S banks 1513 0 (2) To other banks in foreign countries 1516 3 808 3 Loans to finance agricuttural production and other loans to farmers 1590 93 332 1590 93 332 4 Commercial and industrial loans a To U S addressees (domicile) 1763 1 963 693 1763 1 963 683 b To non U S addressees (domicile) 1764 3 929 1764 3 929 5 Acceptances of other banks a Of U S banks 1756 0 1756 0 b Of foreign banks 1757 0 1757 0 6 Loans to individuals for household family, and other personal expenditures (I e , consumer loam) (includes purchased paper) ////////////////// 1975 2 687 536 a Credit cards and related plane (includes check credit and other revolving credit piano) 2008 493,568 b Other (includes single payment, Installment, and all student loam) 2011 2 193,968 7 Loam to foreign governments and official institutions (including foreign central banks) 2081 0 2081 0 8 Obligations (other then securities and leases) of states and political subdivisions in the U S (hrludq nonrated industrial development obligations) a Taxable obligation 2033 11 854 2033 11 854 b Tax exempt obtigOtlau 2079 8 976 2079 8 976 9 Other loam ( 1563 986 382 a Loam for purchasing or carrying securities (secured and unsecured) ////////////////// 1545 12 731 b All other loans (exclude consumer loam) ////////////////// 1564 973 651 10 Lease financing receivables (not of unearned Income) ////////////////// 2165 59 517 a Of U S addressees (domicile) 2182 59 517 b Of non U S addressees (domicile) 2183 0 11 LESS Any unearned income on loam reftected in items 1 9 above 2123 0 2123 0 12 Total Loans and leases net of unearned income (sun of items 1 through I 10 minus item 11) (total of column A must equal Schedule RC item 4 a) 1 2122 8,828,274 12122 8,828,274 I R1 1 c (1) 1 c (2)(a) 1 c (2)(b) id 1e 2 a 2 a (1) 2 a (2) 2b 2c 2 c (1) 2 c (2) 3 4 a 4b 5a 5b 6 6 a 6b 7 8 a 8b 9 9a 9 b 10 10 a 10 b 11 12 Legal Title of Bank BANK ONE TEXAS NA Address P 0 BOX 225415 City State Lip DAILLAS, TX 75222 5415 FDIC certificate No 1217 4UI14J Schedule RC-C--Continued Part I Continued Memoranda Dollar Amounts in Thousands 1 Commercial paper included in Schedule RC C, part I above 2 Loans and leases restructured and In compliance with modified terms (included in Schedule RC C part i above) a Loans secured by real estate (1) To U S addressees (domicile) (2) To non U S addressees (domicile) b Loans to finance agricultural production and other loans to farmers c Commercial and industrial loans (1) To U S addressees (domicile) (2) To non U S addressees (domicile) d All other Loans (exclude loans to individuals for household, family and other personal expenditures) e Lease financing receivables (1) Of U S addressees (domicile) (2) Of non U S addressees (domicile) f Total (sun of Memorandum items 2 a through 2 a) 3 Maturity and repricing data for loans and leases(1) (excluding those in nonaccrual status) a Fixed rate Loam and leases with a remaining maturity of (1) Three months or less (2) Over three months through 12 months (3) Over one year through five years (4) Over five years (5) Total fixed rate leans and leases (sum of Memorandum items 3 a (1) through 3 a Ml b Floating rate loons with a repricing frequency of (1) Quarterly or'imore frequently (2) Annually or more frequently, but leas frequently then quarterly (3) Every five years or more frequently but less frequently than annually (4) Less frequently than every five years (5) Total floating rate loans (sum of Memorandum items 3 b (1) through 3 b (4)) C Total loans and leases (sum of Memorandum item 3 a (5) and 3 b 0)) (must equal the rim of total loan and leases, net, from Schedule RC C, part 1, item 12, plum unmarried income from Schedule RC C, port I. I%= 11, minus total nonaccrual loans and Leases from Schedule Rc-M, an of iteea 1 through 8, column C) 4 Loans to finance cgamerclaii real estate, construction, and land development activities (rist secured by real estate) included in Schedule RC C part 1, (tams 4 and 9, column A, page RC 6(2) 5 Loans and leases held for sale (included 1n Schedule RC C, part 1, above) 6 Adjustable rate closed end loan secured by first Mans on 1 4 family residential properties (included in Schedule RC C, part 1, item 1 c (2)(a) column 8 page RC 6) Call Date 3/31/93 ST BK 48 1996 MCC 0I1 Page RC 7 (Column A) (Column 8) Consolidated Domestic Bank Offices RCFD Bit Mil Thou RCON Bit Nil Thou 1496 0 1496 0 1687 0 M 2 a (1) 1689 0 M2a(2) 11613 01 M 2 b 1758 0 1759 0 1615 0 1789 0 1790 0 1616 0 0348 245 2" 0349 484 193 0356 2 871,469 0357 941 179 0358 4 542 085 4554 3 607 794 4555 320 282 4561 103,895 4564 217 679 4567 4 249 650 1479 8,791,735 2746 33,570 5369 0 N2c(1) N 2 c (2) M2d M2a(1) M2a(2) M2f N 3 a (1) M3a(2) M3a(3) M3a(4) M3a(5) M 3b(1) M 3b(2) M 3b(3) M 3b(4) M 3b(5) Mae M4 M5 RCON Bit Mil Thou (1) Memoranchn item 3 is not applicable to savings banks that mist complete supplemental Schedule RC (2) Exclude loans secured by rest estate that are included in Schedule RC C part I item 1 Column A 17 M 6 legal Title of Bank BANK ONE, TEXAS NA Call Date 3/31/93 ST SK 48 1996 FFIEC 031 Address P o Box 225415 Page RC 8 City State Zip DALLAS, TX 75222 5415 FDIC Certificate Na t2171417141 Schedule RC 0 is to be completed only by banks with 51 billion or more in total assets Schedule RC-D--Assets Held in Trading Accounts in Domestic Offices Only 1 U S Treasury securities 1010 0 1 2 U S Government agency and corporation obligations 1020 0 2 3 securities issued by states and polltical subdivisions in the U S 1025 0 3 4 Other bonds notes and debentures 1045 0 4 5 Certificates of deposit 1026 0 5 6 Conmercnal paper 1027 0 6 7 Banker s acceptances 1028 0 7 8 Other 1029 0 8 9 Total (sue of itere 1 through 8) i 2146 0 1 9 18 Legal Title of Bank B NK ONE TEXAS NA Address P10 BOX 245415 City State Zip DALLAS, TX 75222 5415 FDIC Certificate No 12171417141 Schedule RC-S-,-Deposit Liabilities Part I Deposits is Domestic Offices Dollar Amounts in Thousands Deposits of 1 Individuals partnerships and corporations 2 U S Government 3 States and politicallsubdivisions in the U S 4 Commercial banks in the U S a U S branches and agencies of foreign banks b Other commercial banks in the U S 5 Other depository Institutions in the U S 6 Banks in foreign couhtr(es a Foreign branches of other U S banks b Other banks in foreign countries 7 Foreign governments and official institutions (including foreign cpntrat banks) B Certified and official checks 9 Total (sun of items j through 8) (sum of colums A and C must'iequal Schedule RC, item 13 a) Call Date 3/31/93 ST BK 48 1996 FFIEC 031 Page RC 9 I C425 I < I Nontransaction I Transaction Accounts I Accounts I 1 (Column A) I (Column B) I (Column C) I Total transaction I Memo Total I Total 1 accounts 0 ncludinol demand deposits I nontransaction I I total demand 1 (Included in I accounts I I deposits) I colum A) I (including MMOAs) I RCON Bit Mll Thou I RCON Oil MIL Thou I RCON Bit Mil Thou I 1 2201 5 403 209 1 2240 3 193 947 1 2346 8 978 630 I 1 2202 26 396 1 2280 26 396 1 2520 612 I 1 2203 159,051 1 2290 89,033 1 2530 149,861 I 1 2206 331 771 1 2310 331,771 2347 0 1 2348 9 534 1 1 2207 10,312 1 2312 10,312 1 2349 2,555 1 1 2213 3 402 1 2320 3,402 2367 21 I 2373 416 1 1 2216 190 1 2300 190 1 2377 0 1 2330 125 180 1 2330 125,180 1 1 2215 6,059,511 1 2210 3,780,231 1 2385 9,141,629 I 1 Selected components of total deposits (i e , sum of item 9 column A and C) a Total Individual Retirement Accounts (IRAs) and Keogh Plan accounts b Total brokered deposits c Fully Insured brokered deposits (included in Memcranduo item 1 b above) (1) Issued in inat(ons of teas than s100,000 (2) Issued either (n denominations of $100,000 or 1n dm inations greater than $100,000 and participated out by the broker in shares of $100,000 or less d Total deposits de ommminated in foreign currencies e Preferred deposit# 2 Components of totat nontrenaaotion accounts (sum of Neeoranda items 2 a through 2 d not equal Item 9 colu 1 C above)[ a Savings deposits[ (1) Money market deposit socce is (MMOAs) (2) Other sav(ngsldaposlts (awtudes MMDAs) b Total time depoei s of less than $100,000 c Time cert(ficatesiof dspmft of $100,000 or more d Open account time deposits of $100,000 or acre 3 All NOW accounts (17tuded in column A above) 19 1 2 3 4 4 a 4 b 5 6 6 a 6 b 7 8 9 6835 1 255 818 1 M t a 2365 8 700 I M 1 b 2343 178 I M 1 c (1) 23" 01M1 c(2) 3776 01M1d 5590 297 451 1 11 1 a 6810 2 893,528 1 M 2 a (1) 0352 762,293 1 M 2 a (2) 6648 4 198 058 1 M 2 b 6645 1 010,549 1 M 2 c 6646 277 201 I M 2 d 2398 2,279.280 1 M 3 Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST OK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page RC 10 City, State zip DALLAS, TX 75222 5415 FDIC Certificate No 121714 M 4 Schedule RC-B-i-Continued Part I --Continued Memoranda (continued) Deposit Totals for FDIC Insurance Assessments(1) 4 Total deposits in domestic offices (sun of item 9, column A and item 9 cal unn C) (must equal Schedule AC, item 13 a) 1 2200 15 201 140 1 M 4 a Total demand deposits (must squat item 9, column B) 1 2210 3 780,231 1 M 4 a b Total time and savings deposits(2) (must equal item 9 column A plus item 9 column c I////////////////// minus item 9 column B) 1 23SO 11,420,909 1 M 4 b (1) An amended Certified Statement should be submitted to the FDIC of the deposit totals reported in this item are emended after the semiannual Certified Statement originally covering this report date has been filed with the FDIC (2) For FDIC insurance assessment purposes, "total time and savings deposits" consists of nontransection accents and ell transaction accounts other than demand deposits 5 Time deposits of less than $100,000 and open account time deposits of $100 000 or more (included in MemorarNAm items 2 b and 2 d above) with a remaining maturity or repricing frequency of (1) a Three months or less b Over three months through 12 months (but not over 12 months) 6 Maturity and repricing data for time certificates of deposit of $100 000 or more (1) a Fixed rate time certificates of deposit of $100,000 or more with a remaining maturity of (1) Three months or less (2) Over three months through 12 months (3) Over one yearithrough five years (4) Over five years (5) Total fixed rate time certificates of deposit of $100 000 or more (sus of Memorandum Item 6 a (1) through 6 a (4)) b Floating rate time certificates of deposit of $100,000 or more with a repricing frequency of (1) Quarterly or more frequently (2) Annually or more frequently, but less frequently than quarterly (3) Every five years or more frequently, but less frequently than annually (4) Less frequently than every five years (5) Total floating rate time certificates of deposit of $100,000 or more (sum of Memorandum item 6 b (1) through 6 b (4)) c Total time certificates of dgaoit of $100,000 or more (sum of Memorandum items 6 a (5) and 6 b (5)) (must sgtls4 Namsrandum its 2 c above) 0359 1 331 232 1 M 5 a 3644 1 925 144 M 5 b 2761 454 499 1 M 6 a (1) 2762 314,185 M 6 a (2) 2763 148 856 M 6 a (3) 2765 93 009 M 6 a (4) 2767 1,010,549 M 6 a (5) 4568 0 M6b(1) 4569 0 M6b(2) 4571 0 M6b(3) 4572 0 M 6 b (4) 4573 0 M 6 b (5) 1 6645 1,010,549.1 M 6 c (1) Memorandum item 5 and 6 are not applicable to savings banks that must complete supplemental Schedule RC J 20 Legal Title of Bank BANK ONE, TEXAS NA Call Date 3/31/93 ST BK 48 1996 FFIEC 031 Address P o Box 225415 Page RC 11 City State zip DALLAS, TX 75222 5415 FDIC Certificate No 14171417141 Schedule RC-8—Continued Part II Deposits in Foreign Offices (including Edge and Agreement subsidiaries and IHFs) Deposits of 1 individuals partnerships, and corporations 2 U S banks (including IBFs and foreign branches of U S banks) 3 Foreign banks (including U S branches and agencies of foreign banks including their IBFs) 4 Foreign governments and official institutions (including foreign central banks) 5 Certified and official checks 6 All other deposits 7 Total (sun of items 1 through 6) (must equal Schedule RC, item 13 b) Schedule RC-F--Other Assets Dollar Amounts in Thousands 1 Incame earned not collected on loans 2 Net deferred tax assets(1) 3 Excess residential mortgage servicing fees receivable 4 Other (itemize amounts that exceed 25% of this item) .. a 1 TEXT 3549 1 COROWTE OWNED LIFE INSURANCE 1 RCFD 3549 1 115 945 b 1 TEXT 3550 1 1 RCFD 3550 1 c I TEXT 3551 1_ 1 RCFD 3551 1 5 Total (sum of items 1 through 4) (must equal Schedule RC, item 11) Memorandum tax assets disallowed for regulatory capital purposes Schedule RC-d--Other Liabilities 1 a interest accrued and unpaid an deposits in dosastic offices(2) b Other expenses accrued said unpaid (includes accrued income taxes payable) 2 Net deferred tax liabilitias(l) 3 Minority interest in consolidated subsidiaries 4 other (itemize amounts that exe«d 25% of this item) a I TEXT 3552 1 RCFD 3552 b 1 TEXT 3553 1 RCFD 3553 c I TEXT 3554 1 _ 1 RCFD 3554 5 Total (sus of item 1 through 4) (seat equal Schedule RC item 20) (1) See discussion of deferred income taxes in Glossary entry on "income taxes ' (2) For savings banks include "dividends" accrued and unpaid on deposits 2621 306 817 1 1 2623 0 2 2625 0 3 2650 0 4 2330 0 1 5 2668 0 6 1 2200 306,817 17 RCFD 2164 53 995 1 1 RCFD 2148 28 276 1 2 RCFD $371 0 1 3 RCFD 2168 334 735 1 4 4 a 4 b 4 c RCFD 2160 417,_006 1 5 M 1 RCON 3645 40 311 1 1 a RCFD 3646 147 861 1 1 b RCFD 3049 0 1 2 RCFD 3000 0 1 3 RCFD 2938 56 519 1 4 4 a 4 b 4 C RCFD 2930 244,691 15 Legal Title of Bank BANK ONE TEXAS NA Call Date 1/31/93 ST BK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page RC 12 City, State Zip DALLAS, TX 75222 5415 FDIC Certificate No 12171417141 Schedule RC-H--Selected Balance Sheet Items for Domestic Offices C440 I < Dollar Amounts In Thousands RCON Bit Nil Thou 1 Customers, liability to this bank on acceptances outstanding 2155 39 729 1 2 Bank's liability on acceptances executed and outstanding 2920 39 710 2 3 Federal funds sold and securities purchased under agreements to resell 1350 607 036 3 4 Federal funds purchased and securities sold under agreements to repurchase 2800 571 503 4 5 Other borrowed money 28SO 7 375 5 EITHER 6 Net due from own foreign offices Edge and Agreement subsidiaries, and IBFs 2163 N/A 6 OR 7 Net due to own foreign offices, Edge and Agreement subsidiaries and IBFs 2941 239 774 7 8 Total assets (excludes net due from foreign offices, Edge and Agreement subsidiaries and IBFs) 2192 17 655 649 8 9 Total liabilities (excludes net due to foreign offices, Edge and Agreement subsidiaries and IBFs)I 3129 16,105,869 19 Memorandum (to be completed only by banks with IBFs and other "foreign" offices) EITHER 1 Net due from the [BF of the domestic offices of the reporting bank OR 2 Net due to the IBF of the domestic offices of the reporting bank Schedule RC -I --Selected Assets and Liabilities of IBFs To be completed only by banks with IBFs and other "foreign" offices 1 Total IBF assets of the consolidated bank (component of Schedule RC item 12) 2 Total IBF loans and lease financing receivables (component of Schedule RC C part I item 12 column A) 3 IBF commercial and industrial loans (componant of Schedule RC C, part I item 4 colum A) 4 Total IBF liabilities (component of Schedule RC, item 21) 5 IBF deposit liabilities due to banks, including other We (component of Schedule RC E part 11 items 2 and 3) 6 Other IBF deposit liabilities (coff4knenit of Schedule RC E part It items 1 4 5 and 6) 1 3051 N/A M 1 3059 N/A I M 2 C445 I < RCFN Bit Nil Thou 2133 N/A 1 2076 N/A 2 2077 N/A 3 2898 N/A 4 2379 N/A 5 I Z381 N/A 1 6 Legal Title of Bank BANK ONE, TEXAS NA Call Date 3/31/93 ST SK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page RC 13 City State zip DALLAS, TX 75222 5415 FDIC Certificate No 12171417141 Schedule RC-K--Quarterly Averages (1) Doltar Amounts in Thousands C455 ///////// Bit Nil Thou < ASSETS 1 Interest bearing balances due from depository institutions RCFD 3381 491 255 1 2 U S Treasury securities and U S Government agency and corporation obligations RCFD 3382 2 741 113 2 3 Securities issued by states and political subdivisions in the U S RCFD 3383 160 385 3 4 a Other debt securities RCFD 3647 3 341 369 4 a b Equity securities (includes investments in mutual funds and Federal Reserve stock) RCFD 3648 30 364 4 b 5 Federal funds said and securities purchased under agreements to resell In domestic offices of the bank and of its Edge and Agreement subsidiaries and in IBFs RCFD 3365 92 038 5 6 Loans a Loans 1n domestic offices (1) Total loans RCON 3360 8 750 194 6 a (1) (2) Loans secured by real estate RCON 3385 3 041,557 6 a (2) (3) Loans to finance agricultural production and other loans to farmers RCON 3386 89 068 6 a (3) (4) Commercial and industrial loans RCON 3387 2 310 575 6 a (4) (5) Loans to individuate for household, family, and other personal expenditures RCON 33W 2 648,752 6 a (5) (6) Obligations (other than securities and leases) of states and political subdivisions 1n the U S RCON 3389 26 710 6 a (6) b Total loans in foreign offices Edge and Agreement subsidiaries, and IBFs RCFN 3360 16 6 b 7 Assets held in trading accents RCFD 3401 502 7 8 Lease financing receivables (net of unearned income) RCFD 3484 54 231 8 9 Total assets RCFD 3368 17,481,661 9 LIABILITIES /////////////////////// 10 Interest bearing transaction accents 1n domestic offices (NON accents, ATS accounts /////////////////////// and telephone and preauthorised transfer accounts) (exclude distend deposits) RCON 3485 2 297 034 10 11 Nontransaction accounts in domestic offices a Money market deposit accents (MMDAS) RCON 3486 2 944 353 11 a b Other savings deposits RCON 3487 695 119 11 b c Time certificates of deposit of $100 000 or more RCON 3345 1 044 593 11 c d All other time deposits RCON 3469 4 733 620 11 d 12 Interest bearing deposits 1n foreign offices, Edge and Agreement subsidiaries and IBFs RCFN 3404 217 512 12 13 Federal funds purchased and securities said under agreements to repurchase in domestic offices of the bank and of its Edge and Agreement subsidiaries, and in IBFs RCFD 3353 554 267 13 14 Other borrowed money I RCFD 3355 12,774 1 14 (1) For all its= banks have the option of reporting either (1) an average of daily figures for the quarter or (2) an average of weekly figures (i a , the Wednesday of each week of the quarter) 23 Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST SK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page RC 14 City State Zip DALLAS TX 75222 5415 FDIC Certificate No 12171417141 Schedule RC-L--Off-Balance Sheet Items Please read carefully the instructions for the preparation of Schedule RC L Some of the amounts reported in Schedule RC L are regarded as volume indicators and not necessarily as measures of risk 1 Unused commitments a Revolving open end lines secured by 1 4 family residential properties e g home equity lines b Credit card lines c Commercial real estate, construction and land development (1) Commitments to fund loans secured by real estate (2) Commitments to fund loans not secured by rest estate d Securities underwriting e Other unused commitments 2 Financ tat standby letters of credit and foreign office guarantees a Amount of financial standby letters of credit conveyed to others I RCFD 3820 1 3 Performance standby letters of credit and foreign office guarantees a Amount of performance standby letters of credit conveyed to others I RCFO 3822 1 4 Commercial and similar letters of credit 5 Participations in acceptances (as described In the instructions) conveyed to others by the reporting bank 6 Participations in acceptances (as described in the instructions) acquired by the reporting (nonaccepting) bank 7 Securities borrowed 8 Securities lent (including customers' securities tent where the customer is indemnified against loss by the reporting bank) 9 Mortgages transferred (( e , sold or swapped) with recourse that have been treated as sold for Call Report purposes a FNMA and FNLMC residential mortgage loan pools (1) Outstanding principal balance of mortgages transferred as of the report date (2) Amount of recourse exposure on these mortgages as of the report date b Private (nongovernment issued or guaranteed) residential mortgage loan pools (1) outstanding pri ncipat balance of mortgages transferred as of the report date (2) Amount of recourse exposure an these mortgages as of the report date c Farmer Mac agricultural mortgage loan pools (1) outstanding principal balance of mortgages transferred as of the report date (2) Amount of recourse exposure on these mortgages as of the report date 10 when issued securities a Gross commitments to purchase It Gross commitments to sell 11 Interest rate contracts (exclude when Issued securities) a Notional value of interest rate am" b Futures and forward contracts c Option contracts (e g n options on Treasuries) (1) written option cant raaIts (2) Purchased option contracts 12 Foreign exchange rate contracts a Notional value of exchange swaps (a 9 cross currency swaps) b Commitments to purchase foreign currencies and U S dollar exchange (spot forward and futures) c option contracts (a g opti one on foreign currency) (1) written option contracts (2) Purchased opts on contracts 24 3814 397 587 I 1 a 3815 1 295 596 I 1 b 3816 206 866 I 1 c (1) 6550 27 826 I 1 c (2) 3817 0 I 1 d 3618 2 795 674 I 1 e 3819 126 361 I 2 2 a 3821 154 365 I 3 3 a 3411 46 128 I 4 3428 0 I 5 3429 0 I 6 3432 0 I 7 3433 227 235 I 8 j 3650 0 1 9 a (1) 3651 0 1 9 a (2) 3652 0 9 It (1) 3653 0 1 9 b (2) 3654 0 1 9 c (1) 3655 0 1 9 c (2) 3434 0 110 a 3435 0 110 b 3450 7 657 043 111 a 3823 0 111 b 3824 0 111 c (1) 3825 575 000 111 c (2) 13826 0112a 3415 18 394 112 b 3827 0 12 c (1) 1 3828 0 12 c (2) Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST BK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page at 15 City State Zip DALLAS, TX 75222 5415 fOIC Certificate No 12171417141 Schedule RC-L--Continued 13 Contracts on other commodities and equities a Notional value of other swaps (e 9 , oil swaps) b Futures and forward contracts (e 9 stock index and commodity precious metals wheat cotton livestock contracts) c Option contracts (e 9 opti one on commodities individual stocks and stock indexes) (1) written option contracts (2) Purchased option contracts 14 All other off balance sheet liabilities (itemise and describe each component of this item over 25% of Schedule RC, item 28, "Total equity capital") a I TEXT 3555 RCFD 3555 b I TEXT 3556 RCFD 3556 c I TEXT 3557 1 RCFD 3557 d I TEXT 3558 1 I RCFD 3558 1 15 All other off balance sheet assets (itemise and describe each component of this item over 25% of Schedule RC item 28 "Total equity capital") a TEXT 5592 RCFD 5592 b TEXT 5593 RCFD 5593 c l TE%T 5594 I RCFD 5594 d l TEXT 5595 I r 1 RCFD 5595 1 memoranda 1 Loans originated by the reporting bank that have been sold or participated to others during the calendar quarter ending with the report date (exclude the portions of such loans retained by the reporting bank, see instructions for other exclusions) 2 Loans purchased by the reporting bank during the calendar quarter ending with the report date (see instructions for exclusions) 3 Unused commitments with an original maturity exceeding one year that are reported in Schedule RC L, items 1 a through 1 a, above (report only the Unused portions of commitments that are fee paid or otherwise legally binding) a Participation* in comitments with an original maturity exceeding one year conyrsyed to others I RCFD 3834 1 78.265 4 To be completed only by baNls with $/ billion or more in total assets Standby letters of credit od foreign office guarantees (both financial and performance) issued to non U S addressees (dsNcits) included in Schedule RC L items 2 and 3 above 5 To be completed for jthe septsaber report only[ Installment loan* to individuals for household, family, and other personal expenditures that have been securitited and said without recourse (with servicing retained) amounts outstanding by type of loan a loans to purchase private passenger automobiles b Credit cards and related plans c All other consumer installment credit (including mobile home loans) 25 C461 3829 0 13 a 3930 0 13 b 3831 0 13 c (1) 3832 0 13 c (2) 3430 0 14 14 a 14 b 14 c 14 d 5591 0 15 15 b 15 c 15 d RCFD Bit Mil Thou 3431 18 939 M 1 34a8 77 344 M 2 3833 2 609,624 M 3 M 3 a 3377 3 637 N 4 2741 N/A M 5 a 2742 N/A M 5 b 2743 k/A I M 5 c Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST BK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page RC 16 City State zip DALLAS, TX 75222 5415 FDIC Certificate No 12171417141 Schedule RC-M--Memranda C465 I e Dollar Amounts in Thousands I RCFD Bit Mil Thou 1 Extensions of credit by the reporting bank to its executive officers directors principal shareholders and their related interests as of the report date a Aggregate amount of all extensions of credit to all executive officers directors principal shareholders and their related Interests 16164 579 I 1 a b Number of executive officers directors, and principal shareholders to whom the amount of sit extensions of credit by the reporting bank (Including extensions of credit to related interests) equals or exceeds the lesser of $500 000 or 5 percent Nurber of total capital as defined for this purpose in agency regulations J RCFD 6165 1 0 I ////////////////// I 1 b 2 Federal funds sold and securities purchased under agreements to resell with U S branches and agencies of foreign banks(1) (included In Schedule RC items 3 a and 3 b) 13405 0 12 3 Not applicable 4 Outstanding principal balance of 1 4 family residential mortgage loans serviced for others (include both retained servicing and purchased servicing) a Mortgages serviced under a ONMA contract 15500 0 14 a b Mortgages serviced under a FNLMC contract (1) Serviced with recourse to servicer 15501 0 14 b (1) (2) Serviced without recourse to servicer 15502 0 14 b (2) c Mortgages serviced under a FNMA contract (1) Serviced under a regular option contract 15503 0 14 c (1) (2) Serviced under a special option contract 15504 0 14 c (2) d Mortgages serviced under other servicing contracts 15505 0 14 d 5 To be completed only by banks with $1 billion or more in total assets Customers' liability to this bank on acceptances outstanding (sum of items 5 a and 5 b not equal Schedule RC, item 9) a U S addressees (domicile) 12103 33 457 15 a b Non U S addressees (domicile) 12104 6 272 15 b 6 Intangible assets a Mortgage servicing rights 13164 0 16 a b Other identifiable intangible assets (1) Purchased credit card relationships 15506 12 721 16 b (1) (2) ALI other identifiable intangible assets 15507 28 $16 16 b (2) c Goodwill 13163 9 310 16 c d Total (sun of item 6 a through 6 c) (must equal Schedule RC, item 10) 12143 50 547 16 d e Intangible assets that have been grandfathered for regulatory capital purposes J 6442 0 1 6 e 7 Does your bank have any mandatory convertible debt that is part of your primary or secondary YES NO capital? 16167 1///I X 17 If yes complete item{ 7 a through 7 e I RCFD Bit Mil Thou a Total equity contract rotes, gross 13290 N/A 17 a b Common or perpetual preforrid stock dedicated to redeem the above notes 13291 N/A 17 b c Total equity comltaant With, gross 13293 N/A 17 c It Comore or perpetual preferred stock dedicated to redeem the above notes 13294 N/A 17 d e Total (item 7 a minus 7 b plus 7 e minus 7 d) 1 32" N/A 1 7 e (1, Do not report federal fads sold and securities purchased under agreements to resell with other commercial banks in the U S in this item rb1 Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST BK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page RC 17 City State zip DALLAS TX 75222 5415 FDIC Certificate No 12171417141 Schedule RC-M--Continued Dollar Amounts in Thousands 8 a other real estate owned (1) Direct and indirect investments in real estate ventures (2) All other real estate owned (a) Construction and land development in domestic offices (b) Farmland in domestic offices (C) 1 4 family residential properties in domestic offices (d) Multifamily (5 or more) residential properties in domestic offices (a) Nonfarm nonresidential properties in domestic offices (f) In foreign offices (3) Total (sum of item 8 a (1) and 8 a (2)) (must equal Schedule RC item 7) b Investments in unconsolidated subsidiaries and associated companies (1) Direct and indirect investments in real estate ventures (2) All other investments in unconsolidated subsidiaries and associated companies (3) Total (sum of item 8 b (1) and 8 b (2)) (mutt aqua( Schedule RC, item 8) C Total assets of unconsolidated subsidiaries and associated companies 9 Noncumulative perpetual preferred stock and related surplus included in Schedule RC, item 23, "Perpetual preferred stock and related surplus" erbank holdings of capital instruments (to be completed for the December report only) Reciprocal holdings of banking organizations' capital instruments Nonreciprocat holdings of banking organizationsf capital instruments 27 Sit Mtl Thou RCFD 5372 0 8 a (1) RCON 5508 142 8 a (2)(a) RCON $509 0 8 a (2)(b) RCON 5510 20,198 8 a (2)(c) RCON 5511 0 8 a (2)(d) RCON 5512 3 205 8 a (2)(e) RCFN 5513 0 8 a (2)(f) RCFD 2150 23,545 8 a (3) RCFD 5374 0 8 b (1) RCFD 5375 0 8 b (2) RCFD 2130 0 8 b (3) RCFD 5376 0 8 C RCFD 3778 0 1 9 RCFD Bit Mil Thou 3836 N/A M t a 1 3837 N/A I M i b Legal TitLe of Bank BANK ONE, TEXAS NA Address P 0 sox 225415 City, State Zip DALLAS TX 75222 5415 FDIC Certificate No 12171417141 Call Date 3/31/93 ST BK 48 1996 FFIEC 031 Page RC 18 Schedule RC-N--Past Due and Nonaccrual Loans, Leases, and Other Assets The FFIEC records the information reported in all of Memorandum item 1 in items 1 through 10 1 C470 (Column A) (Column B) (Colrain C) cotu n A, and in Memorandum Item 2 and 3, column A as confidential Past due Past due 90 Noncccrual 30 through 89 days or more days and still and still accruing I accruing RCFD Bit Nil Thou RCFD Bit Kit Thou RCFD Sit Nil Thou Doper Amounts In Thousands 1 Loans secured by real estate a To U S addressees,(domici to) 1245 12" 7 700 1247 23 863 b To non U S addressees (domicile) 1248 1249 0 1250 0 2 Loans to depository Institutions and acceptances of other banks a To U S banks and other U S depository institutions 5377 1 5378 0 5379 0 b To foreign banks 5380 53a1 0 5382 0 3 Loans to finance agrioultural production and other loans to farmers 1594 j 1597 3 1583 0 4 Commercial and industrial loans a To U S addressees (domicile) 1251 1252 180 1253 6 473 b To non U S addressees (domicile) 1254 , 1255 0 1256 0 5 Loans to individuals for household, family and other personal expenditures a Credit cards and related plane 5383 5384 7 630 5385 0 b Other (ins Ludes single payment, installment and all student loans) 5386 5387 4,277 5385 1,699 6 Loam to foreign governments and official institutions 5389 5390 0 5391 0 7 All other loans 5459 5460 0 5461 502 8 Lease financing receiivabtea a Of U S addressees (domicile) 1257 1258 O 11259 4 002 b Of non U S addressees (domicile) 1271 1272 0 1791 0 9 Debt securities and other assets (exclude other I real estate owned and other repossessed assets) 13505 1 3506 0 1 3507 0 1 I I 2a 2b 3 4 a 4 b 5a 5 b 6 7 8 a 8 b 9 asses¢ssacsscssssasassasssesssessassass..assssssassesasesasssasasssesssasasessasssessssaseassssasessasassssasassasssssasssssesassass Amounts reported in items 1 through 8 above include guaranteed and unnguarenteed portions of past due and nonaccrual loans and leases Report in item 10 below certain guaranteed loans and leases that have already been included in the amounts reported in item 1 through 8 10 Loans and leases reported in Itees 1 through 8 RCFD Bit Nil Thou RCFD Bit Nil Thou RCFD Bit Nil Thou above which are wholly or partially guaranteed by the U S Government 5612 , 5613 1 629 56% 872 10 a Guaranteed portion of loans and leases included in item 10 above 1 5615 1 5616 1,629 1 5617 735 1 10 a 28 Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31193 $T aK 48 1996 FFIEC 011 Address P 0 BOX 225415 city State Zip DALLAS, TX 75222 5415 Page RC 19 FDIC Certificate No 12171417141 Schedule RC-N--Continued Memoranda 1 Restructured loans and leases included in Schedule RC N items 1 through 8, above 2 Loans to finance commercial rest estate constructu on and land development activities (not secured by real estate) included in Schedule RC N items 4 and 7 above 3 Loans secured by real estate in domestic offices (included in Schedule RC N item 1 above) a Construction and land development b Secured by farmland c Secured by 1 4 family residential properties (1) Revolving open end loans secured by 1 4 fain ly residential properties and extended under lines of credit (2) All other loans secured by 1 4 family residential properties d Secured by multifamily (5 or more) residential properties e Secured by nonfarm nonresidential properties 1658 1659 2759 3493 5396 5401 3499 2769 0 3494 0 5399 598 5402 5 166 d500 184 11661 3492 10 3495 264 5400 2 463 5403 15 552 3501 390 Schedule RC-0--Other Data for Deposit insurance Assessments An amended Certified Statement should be submitted to the FDIC if the amounts reported in items 1 through 9 of this schedule are amended after the semiannual Certified Statement originally covering this report date has been filed with the FDIC 1 Unposted debits (sae instructions) a Actual amount of all uposted debits OR b Separate amount of uposted debits (1) Actual amount of uposted debits to claim nd deposits (2) Actual amount of uposted debits to time and savings deposits(1) 2 unposted credits (sae instructions) a Actual amount of all uposted credits OR b Separate amount of uposted credits (1) Actual amount of uposted credits to demand deposits (2) Actual anent of uposted credits to time and savings deposits(1) 3 uninvested trust fads (cash) held in banks own trust department (not included in total deposits in domestic offices) 4 Deposits of consolndsted subaidiarias in daamatic offices and in insured branches In Puerto Rico and U S territeeiss and possessions (not included In total deposits) a Demand deposits of coroelidoted subsidiaries b Time and savings deposits(1) of co solideted subsidiaries c Interest accrued and unpaid on deposits of consolidated subsidiaries 5 Deposits in insured branches in Puerto Rico and U S territories and possessions a Demand deposits in Insured branches (Included in Schedule RC E Part II) b Time and savings deposits(l) in insured branches (included in Schedule RC E Part II) c Interest accrued and unpaid on deposits in insured branches (included in Schedule RC G Item 1 b) (1) For FDIC insurance assessment purposes time and savings deposits consists of nontransaction accounts and all transaction accounts other than demand deposits 29 0030 0 0031 N/A 0032 N/A 3510 0 3512 N/A 3514 N/A 3520 3 736 2211 39 2351 0 5514 0 2229 0 2383 0 M2 M 3 a M 3 b M 3 c (1) M 3c(2) M 3 d M3a a 2 b (1) 2 b (2) 3 4 a 4 b 4 c 5 a 5 b 5 c Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST 9K 48 1996 FFIEC 031 Address P 0 BOX 225415 City State Zip DALLAS TX 75222 5415 vage AC 20 FDIC Certificate No 12171417141 Schedule RC-0--Continued Dallar Amounts in ThousandsI_RCON._ Bit Mil Thou I Item 6 is not applicable to state nonmember banks that have not been authorized by the federal Reserve to act as pass through correspondents 6 Reserve balances actually passed through to the federal Reserve by the reporting bank on I////////////////// behalf of its respondent depository institutions that are also reflected as deposit liabilities of the reporting bank a Amount reflected in demand deposits (included in Schedule RC E, Part I Memoradim item 4 a) 2314 0 6 a b Amount reflected in time and savings deposits(1) (included in Schedule RC E Part I Memorarxkan item 4 b) 2315 0 6 b 7 Unamortized premium and discounts on time and savings deposits (1) a Unamortized premiums 5516 43 794 7 a b unamortized discounts 15517 0 1 7 b 18 To be completed by banks with "Oskar deposits " Total "Adjusted Attributable Deposits" of all institutions acquired under Section 5(d)(3) of I the Federal Deposit Insurance Act (from most recent FDIC Oskar Transaction worksheet(s)) 1 5518 4,054,623 1 8 9 Deposits in lifeline accounts 15596 ///////////// 19 (1) For FDIC insurance assessment purposes "time and savings deposits- consists of nontransaction accounts and all transaction accounts other then demand deposits Memoranda (to be completed each quarter except as rioted) Doper Amants In Thousends RCON ail Mil Thou 1 Total deposits in domestic offices of the bank (sum of Memorandum items 1 a (1) and 1 b (1) must equal Schedule RC item /3 a) a Deposit accounts of $100,000 or less (1) Amount of deposit accounts of $100 000 or less 2702 10 596 013 M 1 a (1) (2) Number of deposit accounts of $100 000 or less (to be Nutter completed for the Juie report only) RCON 3779 1 N/A ////////////////// M 1 a (2) b Deposit accounts of more than $100 000 (1) Amount of deposit accounts of more than $100,000 Number 2710 4 605 127 M 1 b (1) (2) Nudger of deposit accounts of more than $100,000 1 RCON 2722 1 14,200 1////////////////// I M 1 b (2) 2 Estimatad amount of uninsured deposits in domestic offices of the bank a An estimate of your bank's uninsured deposits can be determined by multiplying the number of deposit accounts of more than $100,000 reported in Memorandum item 1 b (2) above by $100 000 and s(btraeting the result from the amount of deposit accounts of more than $100 000 reported In Memorandum item 1 b (1) above Indicate in the appropriate box at the right whether your bank has a method or procedure for determining a bettor estimate of uninsured deposits than the estimate described YES NO above 1 6861 I///i X M 2 a b If the box marked YES has been checked, report the estimate of uninsured deposits I RCON ail Mil Thou determined by using your bank's method or procedure 1 5597 N/A I M 2 b Person to whoa questions about the Reports of Condition and Income should be directed I C477 I < DENISE WEST, BANKING OFFICER (214) 290 7413 Nana and Title (TEXT 8901) Area code and phone number (TEXT 8902) 30 Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST BK 48 1996 FFIEC 031 Address P 0 BOX 225415 Page RC 21 City State Zip DALLAS, TX 75222 5415 FDIC Certificate No 12171417141 Schedule RC-R--Risk-Based Capital This schedule must be completed by ell banks as follows Banks that reported total assets of $1 billion or more in Schedule RC item 12 for June 30 1992, must coWtote items 2 through 9 and Memorandum item 1 Banks with assets of less than $1 billion must complete items 1 through 3 below or Schedule RC R in its entirety depending on their response to item 1 below Test for determining the extent to which Schedule RC R must be completed To be completed only by banks with total assets of leas than $1 billion indicate in the appropriate _� C480 < box at the right whether the bank has total capital greater than or equal to eight percent YES NO of ad)usted total assets I RCFD 6056 1 1////1 1 1 For purposes of this test adjusted total assets equals total assets less cash U S Treasuries U S Government agency obligations and 80 percent of U S Goverment sponsored agency obligations plus the allowance for loan and lease losses and selected off balance sheet item as reported on Schedule RC L (see instructions) If the box marked YES has been checked then the bank only has to complete items 2 and 3 below If the box marked NO has been checked the bank must complete the remainder of this schedule A NO response to item 1 does not necessarily mean that the bank's actual risk based capital ratio is leas than eight percent or that the bank is not in compliance with the risk based capital guidelines Items 2 and 3 are to be completed by all banks Dollar Amounts in Thousands 2 Subordinated debt(1) and other limited life capital instruments (original weighted average maturity of at least five years) with a rem thing matu rity of a One year or less b Over one year through two years c Over two years through three years d Over three years through four years e Over four years through five years f Over five years (Column A) (Column B) Subordinated Debt(1) Other and Intermediate Limited Term Preferred Life Capital Stock Instruments RCFD Bit Mil Thou RCFD Bit Mil Thou 3780 0 3786 0 3781 0 3787 0 3782 0 3788 0 3783 0 3789 0 3764 0 3790 0 13785 0 1 3791 0 1 2 a 2 b 2c 2d 2 e 2f 3 Total qualifying capital (i a , Tier 1 and Tier 2 capital) allowable under the risk based I RCFD Bit Mil Thou capital guidelines 1 3792 1,362,336 13 Items 4 9 and Mem)randimi item 1 are to be coaplated by banks that answered No to item 1 above and by banks with totat assets of at billion or more 4 Assets and credit squivelana sasunts of off belance sheet items assigned to the Zero percent risk aatep"t a Assets recorded an the betariea sheet (1) securities issued by, other claims on, and claims unconditionally guaranteed by the U S Gowr(wnt and its agencies and other OECD central governments (2) All other In Credit equivalent amount of off balance sheet (term (Column A) (Column B) Assets Credit Equiv Recorded slant Amount on the of off Balance Balance Sheet Sheet Items(2) RCFD Bit Mil Thou RCFD Bit Mil Thou 3794 1 887 271 3795 269,849 1 37% 0 1 (1) Exclude mandatory convertible debt reported in Schedule RC M item 7 e -Total m (2) Do not report in column B the risk weighted amount of assets reported in column A 31 4 a (1) 4 a (2) 4 b legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST 8K 48 1996 FFIEC 031 Address P 0 BOX 225415 City State Zip DALLAS TX 75222 5415 Page RC 22 FDIC Certificate No 12171417141 Schedule RC-R--Continued 5 Assets and credit equivalent amounts of off balance sheet items assigned to the 20 percent risk category a Assets recorded on the balance sheet (1) Claims conditionally guaranteed by the U S Government and its agencies and other OECD central governments (2) Claims collateralized by securities issued by the U S govern ment and its agencies and other OECD central governments, by securities issued by U 5 Government sponsored agencies, and by cash on deposit (3) All other b Credit equivalent amount of off balance sheet items 6 Assets and credit equivalent amounts of off balance sheet items assigned to the 50 percent risk category a Assets recorded on the balance sheet b Credit equivalent amount of off balance sheet items 7 Assets and credit equivalent amounts of off balance sheet items assigned to the 10d percent risk category a Assets recorded on the balance sheet b Credit equivalent amont of off balance sheet item 8 On balance sheet values (or portions thereof) of interest rate foreign exchange rate, and c, Wity contracts which have a capital assessment for their off balance sheet exposure under the risk based capital guidelines and those contracts (e g , futures contracts) excluded from the calculation of the risk based capital ratio (exclude margin accounts and accrued receivables from this (tam) 9 Total assets recorded on the balance sheet (sum of item 4 a 5 a 6 a, 7 a and 8 whim �A)(must equal Schedule RC item 12 plus item 4 b and 4 c plus Schedule RC 8, item 6 a (3), column A) Memorandum Notional principal j value and replacement cost of interest rate and foreign exchange rats contracts (in colon g, report only those contracts with a positive replaeemant cost): a Interest rate contracts (exclude futures contracts) (1) with a remaining maturity of one year or less (2) with a remaining maturity of over one year b Foreign exchange rate contracts (exclude contracts with an original maturity of 14 days or less and futures contracts) (1) With a remaining maturity of one year or less (2) with a remaining maturity of over one year (Colon A) (Column 8) Assets Credit Equiv Recorded alent Amount on the of Off Balance I 3798 539 389 3799 91 267 3800 3,762 356 3802 2 667,892 3804 8,629,914 3806 0 (Column A) Notional Principal 3809 936 226 3810 7 245 817 3812 17 121 (1) Do not report in colon 8 the risk weighted amount of assets reported in column A 32 3801 536,779 3803 16 217 3805 1 378 364 (Column B) Replacement Cost 3808 148 110 3811 6 677 5 a (1) 5 a (2) 5 a (3) 5 b 6a 6 b 7a 7b 8 9 M 1 a M 1 a (1) M 1 a (2) M 1 b M 1 b (1) M 1 b (2) Legal Title of Bank BANK ONE TEXAS NA Call Date 3/31/93 ST SK 48 1996 FFIEC 03 Address P 0 BOX 225415 Page RC 13 City State Zip DALLAS TX 75222 5415 FDIC Certificate No 2 7 4 4 Opt7oaal Narrative Statement Concerning the Amounts Reported in the Reports of Condition and Income at close of business on March 31 1993 BANK ONE, TEXAS NA Legal. Title of Bank The management of the reporting bank may if it wishes sub mit a brief narrative statement on the amounts reported in the Reports of Condition and Income This optional statement will be made available to the public along with the publicly available data in the Reports of Condition and Incase in re spores to any request for individual bank report data How ever the information reported in column A and in all of Memorandum item 1 of Schedule RC N is regarded as confidential and will not be released to the public BANKS CHOOSING TO SUBMIT THE NARRATIVE STATEMENT SHOULD ENSURE THAT THE STATEMENT DOES NOT CONTAIN THE NAMES OR OTHER IDENTIFICATIONS OF INDIVIDUAL BANK CUSTOMERS REFERENCES TO THE AMOUNTS REPORTED IN THE CONFIDENTIAL ITEMS IN SCHEDULE RC N OR ANY OTHER INFORMATION THAT THEY ARE NOT WILLING TO HAVE MADE PUBLIC OR THAT WOULD COMPROMISE THE PRIVACY OF THEIR CUSTOMERS Banks choosing not to make a statement may check the "No comment" box below and should make no entries of any kind in the space provided for the narrative statement, i e DO NOT enter in this space such phrases as "No statement," "Not applicable," "N/A," "No comment " and "None ' The optional statement must be entered on this sheet The statement should not exceed 100 words Further regardless of the number of words the statement mist not exceed 750 characters including punctuation indentation and standard spacing between words and sentences If any submission should exceed 750 characters, as defined it will be truncated at 750 characters with no notice to the submitting bank and DALLAS Texas City State the truncated statement will appear as the bank s statement both on agency computerized records and in computer file releases to the public All information furnished by the bank in the narrative state ment must be accurate and not misleading Appropriate of forts shall be taken by the submitting bank to ensure the statement s accuracy The statement must be signed in the space provided below by a senior officer of the bank who thereby attests to its accuracy If subsequent to the original submission material changes are submitted for the data reported in the Reports of Condi t-ion and income the existing narrative statement will be deleted from the files and from disclosure the bank at its option may replace it with a statement under signature ap propriate to the amended data The optional narrative statement Will appear in agency records and in release to the public exactly as submitted (or amended as described in the preceding paragraph) by the management of the bank (except for the truncation of state ments exceeding the 750 character limit described above) THE STATEMENT WILL NOT BE EDITED OR SCREENED IN ANY WAY BY THE SUPERVISORY AGENCIES FOR ACCURACY OR RELEVANCE DISCLOSURE OF THE STATEMENT SHALL NOT SIGNIFY THAT ANY FEDERAL SUPERVISORY AGENCY HAS VERIFIED OR CONFIRMED THE ACCURACY OF THE INFORMATION CONTAINED THEREIN A STATEMENT TO THIS EFFECT WILL APPEAR ON ANY PUBLIC RELEASE OF THE OPTIONAL STATEMENT SUBMITTED BY THE MANAGEMENT OF THE REPORTING BANK No comment JXI (RCON 6979) 1 C471 1 C472 I< BANK MANAGEMENT STATEMENT (please type or print clearly) (TEXT 6980) 33 Legal Title of Bank BANK ONE TEXAS NA Call Date 3131/93 ST BK 48 1996 Address P 0 BOX 225415 City State Zip DALLAS TX 75222 5415 FDIC Certificate No IZ171417141 -ALL �-, i_, T THIS PAGE IS TO BE COMPLETED BY ALL BANKS CNS No For OCC 1557 0081 1 i - OMB No For FDIC 3064 0052 OMB No For Federal Reserve 7100 0036 { 4 - )� Expiration Date 2/28/95 I .1L ' j' _ T l., SPECIAL REPORT ' c' 1 ' _ c 4 - G (Dollar Amounts In Thousands) CLOSE OF BUSINESS I FDIC CERTIFICATE NUMBER I I DATE I I C 700 1 < LOANS TO EXECUTIVE OFFICERS (Conplete as of each Call Report Dote) The following informstion is required by Public Laws 90 44 and 102 242 but does not constitute a part of the Report of Condition With each Report of Condition, these Laws require all banks to furnish a report of sit low or other extensioro of credit to their executive officers made since the date of the previous Report of Condition Data regarding individual low or other extensity of credit are not required If no such low or other extensions of credit were made during the period insert-Inones against subitem (a) (Exclude the first $5,000 of indebtedness of each executive officer under bank credit card plan ) See sections 215 2 and 215 3 of Title 12 of the Code of Federal Regulative (Federal Reserve Board Regulation 0) for the definitive of -,executive officer" and "extension of credit a respectively Exclude low and other extensions of credit to directors and pri n9ipel shareholders who are not executive officers a Number of loans made to executive officers since the previous Call Report date I RCFD 3561 1 0 a b Total dollar amount of above loans (in thousands of dollars) 1 RCFD 3562 1 0 b c Range of interest charged on above low (example 9 3/4% - 9 75) 1 RCFD 7701 1 0 00 1 X to I RCFD 7702 1 0 00 1 X C SIGNATURE AND TITLE OF FFIM MR 7-70SIONPORT I DATE (Month, Day, Year) NAME,,IW TITLE OF PER TO WN 1 S MAY BE OlRlCTED (T T 8903) I AREA CODE/PHONE NUMBER (TEXT 8904) DEMISE WEST BANKING OFFICER 1 (214) 290 7413 FDIC 8040/53 (12 92) 34 I TJ ('. 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INTRODUCTION The City of Denton is seeking applications from eligible financial institutions ( Bank") to be the banking services depository for public funds of the City This agreement will not cover any investment transaction activities other than safekeeping services and possible purchase of certificates of deposit within a pre -defined limit The City plans to manage its own investment portfolio The contract period will be two years beginning October 1, 1993 and ending September 30 1995 At the outset, the City wishes to communicate the primary objectives of the depository agreement, an important component of the overall treasury and debt management program of the City of Denton • To seek a Bank that is both capable of providing banking services and willing to be attentive to the City a money matters; • To maximize the total dollars earned by the city on invested monies In order to be prudent and effective custodians of the taxpayers financial resources; • To maintain a good working relationship with the depository Bank, and • To adequately compensate the depository Bank for services provided to the City and to allow a reasonable profit to be earned, subject to competitive forces in the market place This bid is intended to serve as the proposal form for the depository agreement There are several blanks to fill in and questions to be answered Any alterations, changes, or deletions to this bid may be reason for the City to disregard and reject the proposal All points outlined and materials requested will be incorporated into the bidder a reply to be considered for evaluation Attachments will be appropriate in order to answer some of the enclosed questions Questions regarding this bid may be addressed to: Harlan L Jefferson, Treasurer, c/o City of Denton - Department of Finance, 215 E McKinney, Denton, TX 76201, 817/566-8224 -1- II CALENDAR OF EVENTS Target Date Description of Events August 2 1993 Bid sent to all banks located in Denton August 8, 1993 Advertise Bank depository notice in local newspaper August 19, 1993 Receive proposals from interested banks August 24, 1993 Review recommendation with the Investment Committee August 31 1993 Review recommendation with the City Council September 6, 1993 Receive direction from the City Council September 20, 1993 City Council to award contract October 1, 1993 New Bank depository contract period begins III. CRITERIA FOR EVALUATION The City staff will review the submitted proposals carefully The recommendations will be based on the proposal determined to be beet on behalf of the City and the taxpayers The following areas will be considered in the evaluation of the proposals SAA43 M • Ability to perform the requested services • Agreement to points outlined in this Bid • Cost of banking services • Rates paid on Super NOW accounts • Financial stability of the Bank • Safekeeping agreements accepted • Quality of all reports requested —2— WEIGHTED PERCENTAGE 40% IN BANK QLESTIONNAIRE The Bank is requested to thoroughly answer the following questions Additional pages may be appended if space is inadequate 1 How is the bank chartered? State Chartered (Te%as) 2 what percent of current loans are classified as non -performing? 64, 3 Does the Bank have any significant problems noted by regulatory agencies in the past twenty-four months? If yes", please explain `one 4 Indicate the Bank s capital to assets ratio for the last five years 6/30/93 8 51 12/31/91 7 57 12/31/89 2 28 12/31/92 9 12 12/31/90 6 28 5 What was the Bank a 1992 return on assets (ROA)? 1 817 6 Attach copies of the Bank s most recent FDIC (UPBR) call reports Attached V. ACCOUNT DESCRIPTIONS The City intends to establish the following Bank accounts: Employees Claims Account Operating Account Sinking Account Payroll Account Industrial Development Authority Rehab Account Concentration Account Insurance Account Electric Distribution Account Clordie Account CDBG Account contractual Obligation Ray Roberts Lake Account Public Properties Security Account V�� Zero -Balance Account Zero -Balance Account Zero -Balance Account Zero -Balance Account Super Now Zero -Balance Account Super Now Zero -Balance Account Zero -Balance Account Super Now Zero -Balance Account Super Now Super Now Super Now Super Now The City reserves the right to open or close any number or type of accounts throughout the period if necessary although no changes are anticipated -3- B Services and Fees The services which should be made available to the City include but are not limited to the following TOTAL FEE CHARGED/ ESTIMATED MONTHLY PER UNIT VOLUME CHARGE 1 10 00 15 accounts 1D0 00 2 %/C 15 accounts 00 "/C 20/month 00 20/month 125 00 3 20 80/month 16 00 4 02 25,000/month 500 00 5 Il 3,200/month 352 00 11 1,700/month 187 00 11 1,500/nonth 165 00 11 50/month 5 50 6 60/month -- 5 00 20/month 100 00 40/month -- 10 00 25/month 10 00 5/month 10 00 5/month 10 00 5/month 08 15/month 7 15 00 5/month 15 00 3/month 15 00 2/month 8 N/C 5 boxes of appror $20 00 each coin g per 200 85/month 250 00 Sn nn 50 00 50 00 1 20 DESCRIPTION OF SERVICE Account Maintenance a) First original bank statement per account b) Balance inquiries by phone c) Balance reporting (daily computer reporting system which list previous and current day balances, debits, credits, averages, and check presentments for all accounts) Deposit tickets (credit posting) ( 02 encoded) Items deposited (ancoding) ( 04 non -encodes' Checks Paid (debit posting) a) Payroll checks b) General disbursement checks c) Other debit posting Wire services a) Incoming transfers b) Outgoing (excludes activities in safekeeping account) 1) Repetitive by computer 2) Repetitive by phone 3) Free -form by computer 4) Free -form by phone 5) ACH transfers (incoming) 75 00 Stop payment request 45 00 a) Written request 30 00 b) Automated request by terminal -- Coin wrappers furnished type/month 8 50 Deposit slips printed (vendor price) -4- TOTAL FEE CHARGED/ ESTIMATED MONTHLY nFerRIPTION OF SERVICE PER UNIT VOLUME CGE HAR 10 �/C 6 bags/year CO Large vault cash bags 11 * 35 bags/year ' 1'� Plastic drawstring check bags 12 N/C 1/box r0 Safe deposit boxes (10x10) 13 \/C 4 hra /month 00 Research hours 14 \/C $300,000 on 00 Cost of collateral pledged average for by the bank (quote cost per 15 accounts million pledged) Is II/C 1 account 00 Controlled Disbursement service charge 16 N/C 8 accounts 00 Zero balance automatic transfers 17 1 50 50/month 75 00 a) Return items .%/C 120/month 00 b) Return items recleared N/C 2/month 00 c) Return item telephone advice 18 N/C 15 accounts 00 FDIC insurance cost 19 N/C 1 accounts 00 Securities clearing and safekeeping N/C 00 a) Maintenance charge 20 00 13/month 260 00 b) Receipts deposited(recei%es) 20 00 12/month 240 00 c) Receipts withdrawal (de'__ er_es 10 00 2/month 20.00 d) coupon collection@ 2 00 $90 million e) Safekeeping of assets, per receipt 25 00 8/month 200 00 f) Book -entry security transfers via Federal Reserve, per transaction V/C 1/year 00 q) Audit confirmations 20 $40 00 (Minimum per transmission) Bi-weekly Fees for direct deposit services for Payroll employees (900 employees, total payroll - $600,000) 25 00 50 00 ** a) Tape charge ($10 00 per trins-i- via mode-1 N/C 00 ** b) ACH settlement N/C .00 ** c) Stop payment orders 08 144 00 ** d) Credit/debit posting -- 00 e) Other (list each specific charge) * 12 x 15 $20/per L00 16 e 24 39/per 100 -5- ** ACHpavroll services will be provided at no charge during the first 12 months Dt t'ie contract period See attachment to Page 6, C 2. List any other applicable bank charges Insufficient vu-id Charges q20/item Serial Check Sort 02/item NOTE Under a straight fee arrangement with the bank, analysis charges would be debited to each individual account and an analysis fee statement will be mailed to the City each month Under a compensating balance method, all accounts would be tied to a main account and collected balances would be maintained to offset service charges Also note, that estimated volume above are projections based on current annual volumes Automatic Payroll Deposit is a service the city would like to offer its 000 employees The bank would be required to produce bi-weekly payroll transfers from a magnetic tape furnished by the City in ACH format for transfer of funds directly to the employee bank, savings and loan or credit union account Please state the bank a procedure for this service and list appropriate cut-off times that would apply The City a net payroll is approximately $600,000 each pay period State whether the bank would offer any type of special checking, money market, or loan account for the City employees See Attachment Does the bank offer any type of sweep account where excess city funds could be invested at a higher rate overnight than in a Super Now account arrangement? Does the bank have money market funds consisting of treasuries, agencies prime commercial paper, prime domestic bankers acceptances and collateralized or insured certificates of deposit, that the City could utilize daily as an investment alternative? If @o, please explain the fund s parameter@ and Interest earnings history or attach a separate prospectus See Attachment Other Services Please specify any other services available to the City of Denton which may be thought to be beneficial or that may apply to the City State all related fees See kttacned Payment for Services The City intends to pay for all account services provided by the Hank as set fourth in Section V s-E The method expected to be used for thelpayment of these services is the direct payment method The Bank should debit the appropriate accounts on a monthly basis The City will require an account analysis each month which will clearly show volume counts, fees charged, and total price for servicing the account The account analysis should also show average ledger balances, average uncollected funds, and average collected balances, interest rates and the amount of interest paid or credited to the account These fees are not subject to change for the length of this contract Please submit a sample of the monthly account analysis statement that will be provided to the City of Denton Safekeeping fees for the City ;lease shall also be set up on an account analysis and paid monthly Please submit a sample of the safekeeping account analysis Attached The City desires to receive same day credit for all funds deposited by 3 00 p m The funds should be investable for any investment transactions that can be executed If not invested, the funds should earn interest at the rate being paid for Super NOW accounts Please attach proposed availability schedule use a separate attachment if necessary See attached narrative and schedule Please provide a detailed explanation of the Bank's policy and methodology used In the setting of rates paid on Super NOW accounts Also, provide a schedule of all rates paid on Super NOW accounts since January 1, 1992 specifically Indicate if the rates are applied to ledger balances or collected balances indicate when the rates change and if they are based on a market rate such as T-Bill discount or yield rate If the Bank proposes to pay the City a different rate on its Super NOW accounts, indicate that proposal See Attached i VI. COLLATERAL REQUIREMENTS A Securities Pledoed As security for the deposits of the City of Denton, the Bank shall pledge to the City securities equal to the largest total balances the City of Denton maintains in the Bank Certificates of deposit and other evidences of deposit shall be collateralized at 102% of market, for U S Treasury Bills, Notes, and Bonds with a remaining maturity of three years or lees and at 102% of market for other securities The securities so pledged, the amounts thereof and the time for pledging same must satisfy the requirements of Article 2560 Tex Rev Civ State Ann The City will accept as collateral for its certificates of deposit and demand deposits only those securities identified by the Public Funds Investment Act as eligible investments Additionally, U S Treasury securities ishall be the primary securities accepted as collateral The maximum levels needing to be collateralized are estimated to be the maximum amounts for the Super NOW accounts and certificates of deposit estimated to be $3,000,000 -7- These items constitute the only acceptable means of collateralizing the C_ty s deposits The securities must be held in safekeeping by the Federal Reserve Bank of Dallas or another third party financial institution pursuant to a safekeeping agreement signed by the Depository Bank and the City Repurchase agreements are not acceptable as collateral to the City of Denton Reoortina Requirements The Bank shall provide the City a report of securities pledged on a monthly basis or at any time requested by the City Manager, Finance Director Treasurer, or a designated representative This report should reflect the following information as of the end of each month and be delivered to the City by the loth of each month Total pledged securities itemized by • Name • Type/Description/Cusip • Par Value • Current Market Value • Maturity Date • Moody a or Standard 6 Safekeeoina Requirements Number Poore Rating (both, if available) The securities pledged shall be held in safekeeping by a separate and different Hank other than the depository Bank The original copy of all safekeeping receipts shall be filed with the Treasurer of the City of Denton The City will reimburse the depository Bank for any safekeeping charges, if any Specify the safekeeping charges that will apply: Section B 19 The City, Depository B-nk, and the Safekeeping Bank shall operate in accordance with a master safekeeping agreement signed by all three parties The safekeeping agreement must clearly state that the Safekeeping Bank is instructed to release the collateral securities to the City if the City has determined that the Depository Bank has failed to pay on any accounts, or is in default of this agreement, or the city has determined that the City a funds are in jeopardy for whatever reason including involuntary closure or change of ownership, and if the instructions for release have been formally requested by the City Council by ordinance or resolution A copy of the safekeeping agreement and the name of the safekeeping bank to be used in the event you are awarded the Bank Depository Agreement must be submitted with the proposal Bank One -Fort Worth Sample agreements attached Any substitutions of the securities ox reductions in the total amount pledged may be made only by and with proper written authorization approved by the City Manager, the Director of Finance, Treasurer, or his designated representative In the case of a reduction, the Bank must provide in writing that collateral will be available when needed to meet normal City balance increases throughout the year The City must approve all securities pledged Any state or local government bonds pledged must have a rating of at least A or Al or better by Moody a Investor Services or Standard & Poore Corporation Please state the maximum amount, if any, of pledged securities which the Bank is willing or able to commit for collateralized Super NOW accounts throughout the contract period above the $500,000 minimum requirement 9 N/A -8- F C.t+ to Handle 'nveetm nts The City of Denton will be responsible for handling the investment bidd_rg process The Depository Bank, along with any eligible financial institution shall be included in the bidding process as deemed appropriate and in accordance with the City a investment policies G Safekeeoina/Wire ServIces The third -party safekeeping bank must be a subscriber to the Federal Security Wire System In addition to the safekeeping account in which pledged collateral in held, the City must have access to a safekeeping account to which Federal securities can be delivered via the Federal Reserve book entry system for a customer account H Interest Rates Paid - Certificates of n , The City may choose to invest in certificates of deposit in the depository Bank or any other eligible financial institution The depository Bank agrees to accept time deposits from the City for investment purposes in the form of certificates of deposits in varying amounts and maturities at rates determined by the depository a competitive bid as submitted in accordance with periodic competitive bid solicitations conducted by the City What is the shortest maturity length in days that the Bank will' accept for certificates of deposit in amounts of $100,000 or greatez7 7 days I Interest Rate CAlculations Interest on all certificates of deposit shall be computed on an actual day basis (365), and the interest will be paid to the City on the maturity date Interest nt eriod but willn t include tthe sday lofimaturity nclude e Payment first awill be made y in the Bbyecr�editing the Bank account VU OVERDRAFTS A Definition The City does not intend to have a net overdraft position throughout the course of the contract An overdraft in defined as a negative demand balance in the City accounts collectively, not by individual account B Terms Should an overdraft occur in the aggregate, the following stipulation shall apply 1 The maximum number of days the overdraft will be allowed is 3 2 The maximum amount of the net overdraft to be allowed will be _$100.000 $ 3 The interest rate charged for overdrafts will be ' computed on an actual day basis per annum t %o interest charge on daily ledger overdrafts Should monthly average collected balances be overdrawn (in aggregate), interest at FSB base rate will be charged —9— A B C 0 E F G H I VM OTHER STIPULATIONS Regulation Notices The Bank will notify the City in writing within ten (10) days of any changes in Federal or State regulations or laws that would thereafter affect the depository agreement The Bank shall also notify the City of any new services that become available to the City throughout the contract period wire Transfers Notification of wire transfers shall be made within one hour of the transaction and a duplicate copy furnished to the City within twenty-four hours Account Balances The Bank shall have a means of contacting the City prior to 9200 am each busi^ees day to give the ending ledger balances for all accounts from the previous working day Bank Statements Bank Statements shall be rendered within five working days after the close of the calendar month The statement must include deposits made on the last day of the month The accompanying checks must be arranged in numerical order Riaht to Audit Records The Bank a records relating to the City of Denton accounts shall be open to review by either City staff members or City -appointed independent auditors during normal business hours Financial Reports The Bank will submit a copy of the last audited annual financial statements and the subsequent quarterly supplements along with an annual year end uniform Bank Performance Report Attached Term of the Aareement The term of the contract period will be for two years beginning October 1, 1993 and ending September 30, 1995 Investment Extension Period The Bank agrees to honor and continue any investments made during the term of the depository contract that will mature after the expiration date of the depository agreement at the same rate established before the expiration of the contract The investment extension period will not exceed ninety days Bank Failure Should the Bank fail, close, or be forced into reorganization during the term of this contract, City reserves the right to cancel the contract and re -bid for City s depository services -10- IX PROPOSAL INSTRUCTIONS A Date, Time, Location Sealed proposals clearly marked Proposal for Bank Depository Agreement" should be delivered to the Finance Department located at City Hall no later than 2 00 p m August 19, 1993 to the attention of Tom Shaw Purchasing Agent 901-B Texas Street Denton, TX 76201 NO PROPOSAL WILL BE RECEIVED AFTER 2 00 P N B Response to the Bid The proposing Bank should use this Bid form to submit rates and to answer questions wherever possible However, any point that the Bank cannot agree with should be clearly noted with attachments which explain this disagreement Please reference the section and paragraph in these cases Also, please clearly restate the question when supplying answers on any supplemental pages The City reserves the right to request additional information or to most with representatives from proposing organizations to discuss points in the proposal before and after submission, any and all of which may be used in forming a recommendation The City reserves the right to reject any and all proposals X OTHER MISCELLANEOUS A Periodic Review The City of Denton shall require a review meeting at least once every six months to evaluate the workin; relationship between the City and the depository Bank The objective w"l be to address any problems and to seek a responsible solution More frequent meetings may be called if necessary The final appointment of a depository Bank will be made by the City Council of the City of Denton C Bid Advertisement This Bid will be duly advertised and is being offered for consideration to all financial institutions inside the corporate limits of the City of Denton, as permitted by state laws -11- D Deeianation of Individuals Upon being awarded the contract, the depository bank shall designate, in writing, an individual to be the official contact person for all correspondence The City of Denton shall do the same The Depository Bank shall be responsible for training and communicating the terms of this contract to Bank employees XI SUBMISSION CBECK A Bid with fill -in -the -blank format B Sample bank statement C Availability of funds schedule D Money Market Fund prospectus if applicable E Sample monthly collateral report F Sample safekeeping agreement with the Federal Reserve Bank for collateral G Sample safekeeping agreement with the Depository Bank for the city a investment securities H Sample controlled disbursement agreement Not applicable I Sample wire agreement J Sample stop payment agreement R Sample account analysis statement L Annual financial statement of the bank along with the last two quarterly FDIC call reports —12— YII kLTER.VATE BID-LOCKBOX SERVICES The City of Denton is seeking applications from eligible financial ipet_tut.ona bidding on the main bid to include an alternate bid for Lockbox services The contract period will be the same as the main Bid, beginning on October 1, 1c93 and ending September 30, 1995 or thereafter until the successor Depository shall have been duly selected and qualified according to state laws The City of Denton requires a lockbox account for the purpose of collecting and processing the city s utility bills and property tax revenues The volume o° utility bills the City currently receives through the mail is estimated to be 20,000 pieces per month Tax revenues received in the mail are heaviest during the months of November through February and average 5,500 pieces per month During the remainder of the year, tax revenues mailed in are approximately 1,000 pieces per month These volume estimates are based on fiscal year ended September 30, 1992 totals The City separates utility bill collections and tax collections into two divisions because of their unique needs and record keeping constraints Each division would require a separate tape returned for input to the City a System The Utility Division matches the account number, the name of the payor, and the address on the coupon and check It does not matter if the amount on the check does not match the amount owed on the coupon The City s system will automatically include the past due amount on the next billing All coupon@ must be returned for reference in handling customer inquiries The Tax Division matches the account number, and the amount They also require a printout of who the payor on each account number Is If the amounts of the coupon and the check do not match, this must be separately accounted for on a different tape or printout The Tax Division would need either a copy of each check eturned or easy and timely access to check copies on a request basis as well as coupons returned with the tape or printout Attach a step by step explanation of the mail collection and remittance processing procedure that the bank follows Bid the cost of services based on the options listed below: 1 Lockbox collection and processing with separate computer printouts for Tax and Utility Divisions returned to the City each day 2 Lockbox collection and processing with a magnetic tape returned to the City each day Format specifications of the bank given to the City for internally programming the interface needed for inputting the tape directly into the City a system 3 Lockbox collection and processing with a magnetic tape returned to the City each day Bank supplies format based on the City each day Bank supplies format based on the City's system specifications City uses this format to program the interface for the magnetic 4 Lockbox collection and processing with a magnetic tape returned to the City each day Bank does all programming necessary to convert City a system to capability of handling the magnetic tape 5xplain the procedure the bank follows for the record keeping of checks and stubs Does the bank put checks and stubs on microfiche as part of the procedure? Explain the procedure and cost of processing returned checks The City requires that returned checks be sent through twice before returning them to the city —13— Attach a cash analysis of the dollar savings and efficiency the City would achieve by having the lockbox service (Example take an average deposit of $150 000 which is currently received by the City and processed one day before the deposit is made to the bank Checks are currently encoded by the bank instead of in-house and are delivered to the bank by courier each afternoon at 2 00 pm The City doom not process checks on Saturdays, Sunday■ or holidays The City in closed for business days during the calendar year in recognition of holidays Deposit size increases during tax collection time which occurs November through January Deposits as large am $1 000,000 could be made during these months with an average Deposit size of approximately $350,000 per day ) List any additional services connected with the lockbox initiation procedure that the bank would provide Printing of coupons with bar code Printing of envelopes with bar code Other List any additional fees not previously addressed in this bid All fees bid shall remain the same for the length of the contract period and no additional fees shall be added after this proposal is accepted Please return this sealed alternate bid along with main bid to the office of the following person by 2t00 pm , August 19, 19931 Tom Shaw, Purchasing Agent City of Denton 901-B Texas Street Denton, Texas 76201 NO BID BRA= BE RECEIVED AFTER 2t00 P N AND BEAM BE RETURNED UNOPENED The City reserves the right to request additional information or to meet with representatives from proposing organizations to discuss points in th proposal before and after submission and may reject any and all options in this proposal AFF006SE 08/02/93 -14- Page 6, C First State Bank offers ACH origination service for payroll accounts Information may be furnished to the bank on either magnetic tape or transferred by modem from personal computer to personal computer The City must deliver the ACH file to the Bank by two (2) working days prior to payment date For the initial twelve month period of the contract, ACH payroll origination will be handled at no charge City employees receiving ACH payroll deposits will be offered free checking accounts for the initial twelve month period as well This will encourage your employees to participate in the ACH program After the initial twelve months, the following charges will apply The cost of ACH service is 8 cents ($ 08) per entry plus $10 00 per modem transmission ($25 00 via tape ) with a $40 00 minimum per transmission Page 6, D First State's Money Market Account is a convenient overnight investment vehicle with a competitive rate of interest (currently 38 for investments greater than $25,000) In addition, the Bank can provide other short term investment products through its Invest Department One such product is the AIM Government Fund, currently paying interest at 4 43%, with no sales charge for balances in excess of $1,000,000 This particular fund has maintained a very stable net asset value while providing above average returns We have enclosed a prospectus for this fund and would be glad to discuss this or any similar products with the City at any time Page 7, E First State Bank currently has five locations in Denton, most with extended banking hours of 7 00 AM until 7 00 PM, currently staffed with over 65 tellers We feel that First State is in a position to deliver superior and efficient service to the City of Denton and the City's 900 employees without delays, especially during times of peak volume, such as payday Page 7, V First State Bank gives same day ledger credit for all funds deposited by 3 00 p m Checks are paid from ledger balances Interest on NOW accounts is computed on collected balances Collected funds are calculated in accordance with the attached availability schedule For analysis purposes, the monthly earnings credit is applied to average collected balances, less reserve requirements Page 8, H Super Now rates are formulated partially on the level of short term interest rates in general (i e , US Treasury Bills) and on rates paid by competitors for similar products Rates are reviewed daily and changed as appropriate Interest is paid monthly on outstanding collected balances Historical rates have been as follows for Super Now accounts O1/01/90 - 01/18/91 - 5 25% O1/19/91 - 05/12/91 - 5 00% 05/13/91 - 12/01/91 - 4 50% 12/02/91 - 12/31/91 - 4 25% O1/01/92 - 03/31/92 - 3 75% 04/01/92 - 07/31/92 - 3 50% 08/01/92 - 09/30/92 - 2 75% 10/01/92 - current - 2 50% Page 14, XII The Bank has discussed its lockbox capabilities with the City on several occasions At the present time, the Bank does not have the capability to process lockbox transactions under the specified parameters Llf! OF DENTON 1 2b 93 ,L(URIT� ACCOUNT PAVE L ^" WILL PICK UPA" 11010 "y 5106/13 fl YOU HAVE A QUL,TLON ON YOUR ALLOONI PLFASE CALL FIRST RESPONaE AT 38_ 9944 (110 571 3 FNCLOSURL COUNT 7 PREVIOUS BALANUF 12-24-92 98 067 51 +DEPObITS/CREDITS 2 143 290 32 CHECkS/DEBITS 3 241 347 8b CURRENT BALANCE 00 - - - - - - - - INTLREST SUMMARY - - - - - - - - - " AVERAGE. DAILY BALANCE CUST COLLECTED- 108 778 05 - - - - - - - - - INTEREST RATE SUMMARY- - - - - - - -" DATL RATE DATF RATE DATE RAIL 12/F4 3 25 1/13 2 50 1/15 9 1/?5 2 50 h _ _ _ _ _ _ CHECK CHECK _ _ _ _ _ _ _ _ _ DEPOSIT _ _ _ DATE _ DALAN(C 43821 530P 12-28 141879 06 99468 79 TRANSFER TO 0000010777 1-12 4,410 2/ 42410 27 TRANSFER TO 0000010165 1-13 00 99468 790P 1-15 994b8 /9 9U468 79 TRANSFER TO 0000010Lb5 1 25 00 2 ENCLOSURE(S) ATTACHMENTS ARE ORDFRED ACCORDING TO SUBMISSION CHECKLIST FIRST STATE BANK AVAILABILITY SCHEDULE All on us items - Immediate Dallas RCPC - One Day Houston, E1 Paso and San Antonio - One Day Non-11 District Fed Cities & RCPC - Two Day Little Rock & Oklahoma City Fed Cities - One Day Lewiston & Helena RCPC - Two Day Non-11 District Fed Country - Two Day Oklahoma City and Kansas City Country - Two Day State Warrants - Three Day 'f FIRST STATE BANK a/ jP O Box 100 - Denton, TX 76202 amm maw CITY OF DENTON 00 139 53 LUNTROL LONCENTRATION ACCT *** WILL PICK UP *** OFFICER DBD 6-40-1993 PAGE 45 4I t--r--------------------ACCOUNT ANALYSIS ----------------,-----► ACCOUNT 00 139 43 CITY OF DENTON ANALYSIS PERIOD - FROM h-31-93 TO 6-30-93 AVERAGE BALANCL 395*205*69 AVLRA6L CJLLECTEO BALANCE 60#992090 LESS: RESERVES AT 10.0 PCT 6VO99429 INVESTABLE BALANCE 54 013.61 BALANCE CREDIT AT 3*08000 PCT 138.96 INTLREST 347.69 14AINFLNANLE FEE 10.00 33 UEUITS PROCESSED .11 3*63 549 CREDITS PROCESSED .20 109*80 7,v643 LOCAL ITEMS DEPOSITLD *040 305.72 21,i96J9 POREI6N ITEMS DEPOSITED -040 865*h6 tiU ACH 1TEMS PROCESSED *10 5.00 O POS ITEMS PROCESSED .00 *00 UTHER CHARGES 315.04 TOTAL ANALYSIS CHARGES 1*932.44 NET SCRVICL ClIAR6E 11793*48 *-SOI-T DULLAR CHARGES-* DATL DESCRIPTION i AMOUNT 67-25 ENCODING ITEMS*07 EACH 40.04 6T-25 INLOMING WIRES 9*00 EACH 50.00 6%-25 UUT60INU WIRES 12.50 EACH 225.00 C9 z H U J M U W W 0 cl (L FM z O z z w LL O I m rn rn T M J a z W Oz 'p W O a a a cn m W OD I- to O m O o m N W It D N J OD > W 0) Q T LL z O H a � U W = ❑ LL FIRST STATE BMA OF TEXAS HIRE TRANSFER AUTHORISATION AND AORS&OM FIRST STATE BANE Attention; Wire Transfer Department Denton Texas 1 The undersigned ( Cuatomar") authorizes and requests First State Bank ('Bank') to make transfers of funds from time to time in accordance with the provisions more fully set forth in this Agreement Such transfers shall include transfers of Customer a funds from Customer,■ account(s) at Bank ('Agcouot(s) ) to Customer a account(s) at other depository institutions and to acoount(s) of third parties at other depository institutions, and shall also include transfers of funds to Customer s account(s) from third parties 2 Specific requests from Customer to Bank are to be made by Customer s representatives listed on the List or Lists of Authorized Persons furnished by Customer to Bank from time to time Elimination of any names from such List(a) or addition of another name or names to such Li$t(s) shall be made effective by actual written notice received by Bank's wire Transfer Department 3 Any request by a representative of Customer may authorize one or more than one funds transfer Requests for transfers may be made by telephone orally or in writing 6 Bank may make the requested funds transfers by any means for the transmission of funds and may also make transfers by internal means (including, as an example but without limitation bookkeeping entries between Bank and its correspondent banks) Transfers of funds to Customer a account($) from third parties shall be received subject to time deadlines established by Bank Bank may cancel a requested transfer if Bank receives Customer a request for cancellation in form satisfactory to Bank in such time and in such manner as to allow Bank a reasonable opportunity to act S In consideration of Bank a transfers of funds pursuant to Customer a authorized requests, Customer shall pay to Bank such transfer fees as Bank shall from time to time impose 8 Bank will use ordinary care in implementing funds transfer requests received by it from Customer Customer agrees that Bank and its agents and correspondents shall be conclusively deemed to have exercised ordinary care if it or they has or have followed the procedures contained in this Agreement or if Customer shall have flailed to follow such procedures Bank shall be entitled to rely on any request that it believes to have been originated by Customer and any such request shall for purposes of this Agreement be deemed to have been authorized by Customer 7 Book shall not be liable for direct, indirect, consequential, or punitive damages of any party (including, without limitation, Customer) Bank shall have no liability to third parties for any damages incurred by Such third parties arising out of the performance or non-performance or services or transfers under this Agreement, and Customer agrees to and hereby does indemnify and hold Bank harmless from and against all such claims of third parties and all "Panama (including, without limitation attorney s fees and court costs) of such claims Bank's only responsibility to Customer occasioned by Bank a performance or non-performance of its obligations under this Agreement shall be to correct at Bank s expense any errors that are due solely to Bank's personnel, Bank's computer programs or malfunctions of Bank -controlled machines 8 Bank shall not be liable for delays or failures in processing that are caused by such events as fires power failures energy shortages strikes boycotts, riot war governmental regulations failures of Bank s vendors or suppliers acts of God or other circumstances or causes over which Bank has no control If because of circumstances or causes beyond Bank's control Bank shall be delayed beyond applicable time limits (provided herein or by law) in taking any action hereunder, the time limit for taking such action shall be extended for such time after the cause of the delay ceases to be operative as shall be necessary for Bank to take or complete such action, 9 Bank in its discretion may assign a security code security test or other security procedure to be used by Customer to authenticate funds transfer requests Customer agrees to use all such security codes security teats, and other security procedures as may be imposed by Bank 10 Bank will furnish to Customer a confirming notification of a funds transfer after it is made, either in form of a specific advice or a periodic account statement Customer will examine such advice and account statements to detect the presence or absence of any discrepancies between Customer a records and the advice or statement sent by Bank, and will report any such discrepancies to Bank within thirty (30) days after the day that Bank sands the advice or account statement 11 Bank is hereby authorized to record an tape or other retention devices any or all of its telephone conversations with Customer involving any transfer instructions 12 Customer agrees to supply Bank information that Bank may reasonably request in connection with any prospective or completed funds transfer hereunder including without limitation any writings showing confirmation of any request for transfer of funds 13 Bank shall not be obligated to make any funds transfer if the amount of such transfer exceeds the finally collected and immediately available funds on deposit by Customer with Bank or exceeds any other limit established by Bank If Bank in its discretion makes any such transfer that exceeds the amount of Customer e deposited funds, customer shall be liable for any and all overdraft amounts 16 All data relating to Customer's business provided to Bank by customer pursuant to this Agreement will be treated Confidentially and safeguarded by Bank using the same care and discretion that it used with data that Bank designates as confidential 15 Bank may modify or cancel this Agreement upon fifteen (15) days notice to Customer Customer may cancel this Agreement upon fifteen (15) days' notice to Bank 16 This Agreement represents the entire understanding between Bank and customer with respect to the matters contained herein There are no representations or warranties express or implied other than those contained herein 17 This Agreement shall be governed by and construed in accordance with Texas Law and it shall be performable in Denton Denton County Texas 1S Any notice hereunder shall be in writing and may be given by personal service or by depositing in the United States mail postage prepaid to the addresses of the parties as follows (or as changed through written notice to the other party)t BANK CUSTOMER FIRST STATE BANK Attentions Wire Transfer Department Attention Post Office Box 100 Denton Taxes 76202 19 This Agreement is binding on the parties hereto and their respective successors and assigns Customer may not assign this Agreement without the prior written consent of Bank EXECUTED THIS day of , 19 Name Title FIRST STATE SANK Name Title , a, a nib 01 a ac Dena bdll Vale o64013 S! 64 4d LLSU tkit6 UJd P 0 801 100 Page RI 1 DERTOR, 9 76202 Vendor ID D CERT 10348 3 Transit lumber 11191474 Transmitted to too as 0070605 on 07/29/93 at 09 43 56 CST Consolidated Report of Income �_ - the period January 1, 1993 — June 30, 1993 ALL RRPORT Of IRCORE SCREDOLRS All TO BR REPORTED OR A CALMAR 9RAR-TO-DATE BASIS IR THOUSANDS Of DOLLARS Schedule RI — Income Statement I380 <— Dollar Amounts In Thousands 1 Interest income a Interest and fee income on loans UK (1) Loans secured by teal estate _ toil 3,605 1 a 1 (2) Loans to finance agricultural production and other loans to farmers 4024 1 1 a 2 (3) Commercial and industrial loans _ 4012 914 1 a 3 (4) Loans to individuals for household, family, and other personal expenditures (a) Credit cards and related plans 4054 0 1 a 4a (b) Other_______ 4055 1,721 1 a 4b (5) Loans to foreign governments and Official institutions______ ____ 4056 0 1 a 5 (6) Obligations (Other than securities and lease#) of states and political subdivisions in the a 3 (a) Taxable obligations 4503 0 1 a 6a (b) Tax-exempt obligations_ 4501 130 1 a 6b (7) All other loans__ 0 1 a 7 b ______`_405E Income from lease financing receivables (1) Taxable leases____ 4505 0 1 b 1 (2) Tax-exempt leases T4307 0 1 b 2 " InteIest income on balances due from depository institutions (1)_ 4115 1 1 c Interest and dividend income an securities (1) 0 B Treasury securities and O E Government agency and corporation obligations 4027 4,546 1 d 1 (2) Securities issued by —___ states and political subdivisions in the U 9 (a) Taxable securities 4506 0 1 d 2a _ (b) Tax exempt securities—_ 4507 2 1 d 2b (3) Other domestic debt securities 3657 381 1 d 3 (4) foreign debt securities_____ _ 365E 46 1 d 4 _ (5) Rquity Securities (including investments In mutual funds) �3659 2 1 d 5 e Interest income from assets held in trading accounts _ _4069 0 1 e f Interest income on federal fonds sold and securities purchased under agreements t0 resell_ _ _ 4020 163 1 f 9 Total interest income (Sum of items f a through 1 f)_4107 11,512 1 g (1) I➢C1ude8 interest income on time certificates of deposit not held in trading accounts 11161 S1A16 BAH OF TEXAS Call Date 06/30/93 ST-SI id 22bO Iflie 032 P 0 801100 Page 11 2 DEITOE, T1 76202 Vendor ID D CUT 10348 4 Transit lumber 11191474 Transmitted to IDS as 0070605 on 07/29/93 at 09 43 56 CST F-hedule RI — Continued Dollar Amounts in Thousands 2 Interest expense a Interest on jeposits 1 Iransact on acponnts (TOM accounts, AIp accounts, and LgM��� telephone a d reauthor sod transfer accounts) 1508 11► Eontransactfon ac ountp Is) Nosey market Mosit accounts (MNDAn) _4509 b expense of federal,funds Ourchased and securities sold under agreements to rsply cbaae 1180 c InteIBBt On dBaand�uoteB 188ue o e Treasury an on other borrased ton y_ _4185 d Iot rest on mortgage n e e aees ea o qa OnB� UGdA[ ca ftalized lease$ 4072 no so and debeffifes f Total left on Bon of fteas 2 a thro1lq6"2 ej—^_4073 3 Not interest income (item 19 minus 2 f) _ 4014 4 Provisi Rs bPrvlleases 8eisi4243 Provision for allocatedt[anff' 5 D_ dains (losses) on securities not held in trading tecouats__`4091 7 loniote[ st expense bSalaries aid employee bgnflita 4135 Ixpenaes o prom sea an t xe 88 e B ae o B a me ae (eicluding salaries and employee benefits and mortgage urea Ron acerest expense R ao 2 YOU Ron atere$t'expense (eui ol-i et ie 1-a ton "1 c►H 3 8 Income (loan) before income taxes Rod extraordinary items and other adjustments (item 3 plus or times items 4 a, 4 b, aad 5 g, 6, aad 7 d) 4301 9 Applicable income taxes (on item 8) 1302 10 Income (1068) before lextraordinary items and other adjustaents (item 8 giant 9)_ 4300 it Extraordina y its s 404 0kher adjustments a fate ordaBary Items aad other adjustments, gross of income 4310 b APlie& I name axe b 1 ea 4 a -1'" 4315 c It taor nary teas as a et a jn taents, notat ncome taxes (few 11 a m one ll b ___ __ 4320 12 let income (lose) (so& of items 10 and 11 c)____ _ �4340 I Describe on schedule 1I-1 - Explanations Tear -to 603 711 1,057 2,029 It] 0 0 4,576 27 1,26 0 0 0 165 3,335 2,840 3,645 Ne 2 a 1 2a2b 2a2d 2b 2c 2d 2f 6,936 3 1,571 4b 5a 5b 5c 5d 5e 5 f 1 5g2 5,037 239 6 7a 7b 7,200 7d 3,441 8 975 9 2,466 10 11 b 0 It c 2,466 12 I la a bi Ale BAR Uk IBLAB P 0 SOL 100 DINTOI, TI 76202 Call Date 06/30193 Vendor ID D bf BA 48 166U CUT 10348 iML U3l Page BC 1 9 Transit lumber 11191471 fraossitted to IDS as 0070605 on 07/29/93 at 09 43 56 CST Consolidated Report of Condition for Insured �mmercial and State —Chartered Savings Banks for June 30, 1993 All schedules are to be reported in thousands of dollars Unless otherwise indicated, report the amount outstanding as of the last business day of the quarter Schedule RC — Balance Sheet C300 <— ASSETS I Cash and balances due from depository institutions (from Schedule IC -A) ICON a Ioninterest-bearing balances and currency and cola 11► 0081 16,787 1 a b Interest -bearing balances (2)__ _ _ ___0071 252 1 b 2 Securities (from Schedule IC-8) _0390 177,126 2 3 federal funds sold sad securities purchased under agreements to resell a federal funds Sold_ _ 0276 0 3 a b Securities purchased under agreements to resell___ _ 0277 0 3 b 4 Loans and lease financial receivables a Loans and leases, net of unearned income (from Schedule IC-C)___ 2122 148,661 4 a b HIS Allowance for loan and lease losses_ 3123 2,963 4 b c III$ Allocated transfer risk reserve 3128 0 4 c d Loans and leases, net of unearned income, allowance, and reserve (item 4 a minus 4 b and 4 c)_ 2125 145,698 4 d 5 Assets held in trading accounts (from Schedule IC-D) 2146 0 5 Promisee and fired assets (including capitalised leases)_ ,_ 2145 8,375 6 l�Aher real estate owned (from Schedule IC I)_ 2150 4,441 7 8 _ Investments in unconsolidated subsidiaries and associated companies (from schedule IC-H► 2130 0 8 9 Costomers, liability to this bank on Acceptances outstanding 2155 0 9 10 Intangible assets (from Schedule IC-N)� 2143 93 10 11 Other assets (frog Schedule kC-fl__ 2160 3,814 11 12 _ Total Assets long of items I through IS)__ _ 2170 356,586 12 (1) Iocludes cash items in process of collection and unposted debits (2) inclades time certificates of deposit not held in trading accounts i iLMIO bail UdLe UVIJVI i] bl all to LLJU liibb UJL P 0 BOX 100 Page RC 0 DINTON, 12 75202 Vendor ID D CENT 10348 10 Transit Number 11191474 Transmitted to IDS as 0070605 on 07/29/93 at 09 43 56 CS! Schedule RC — Continued Dollar Amounts In Thousands �,tABILITIBS 13 Deposits 1COR a In domestic offices ($as of totals of columas A mad C from Schedule RC-B► 2200 317,987 13 a Im (I) loaintetest-bearing (1) 6631 56,719 13 a 1 (2) interest bearing _ 6636 261,268 13 a 2 b In foreign offices, Idge and Agreement subsidiaries, and 1Bts__^_______ (1) Noniaterest-bearing _,_ (2) Interest-beatiol_ 14 federal funds purchased and securities sold under agreements t0 repurchase a federal funds purchased_ _ 0278 2,150 14 a b Securities sold under agreeaents to repurchase^ 0279 0 14 b 15 Demand notes issued to the U B Treasury_______ 28l0 0 15 16 Other borrowed money 2850 0 16 17 Mortgage indebtedness and obligations under capitalised leaaes2910 0 17 18 Bank's liability on acceptances executod and outstanding 2920 0 18 19 Subordinated notes and debentures_ 0 19 20 Other liabilities (from Schedule RC-O) 2930 6,116 20 21 .... _ Total liabilities (mum of items 13 through 20)__ ��_ 326,253 21 _�2948 22 Limited -life preferred stock and related surplus___!_____ 3282 0 22 EQUITY CAPITAL 23 Perpetual preferred stock and related snrplue 3838 0 23 13 _ Common stock_ 323g 3,045 24 1` _ _ lurplus (exclade all surplus related to preferred stock)^ 3839 16,751 25 26 a Undivided profits and capital reserves—__ �_ 3632 10,537 25 a b LISS Net unrealix$d lose on marketable equity secadtiee_ _ �0291 0 26 b 27 Cumulative foreign currency translation adjustments_______ 28 Total equity capital (sum of items 23 through 27)______ —_3210 30,333 28 29 _M_ _ Total liabilities, likited-life preferred stock, and equity capital (sum of items 11, 22, and 28) 3300 356,586 29 Memorandum TO BR RIPORTID ONLY NITS TBI NASCR REPORT OF CONDITION 1 Indicate in the box at the right the neater of the statement below that best describes the soot comprehensive level of auditing work performed for the bank by independent external auditors as of any date during 1992 __— _,-- 6724 N/A N 1 1 : lodepeodent audit of the bank conducted in accordance with generally accepted auditing standards by a certified public accounting firm which submits a report on the bank 2 = Independent audit of the book's parent holding company conducted in accordance with generally accepted auditing standards by a certified public accounting firs which submits a report on too consolidated holding company (but not on the bank separately) 3 = Directors' examination of the bank conducted in accordance with generally accepted auditing standards by a certified public accounting firs (may be required by state charter- eg authority) 4 : Directors' examination of the book performed by other sxternal auditors (say be required by state chartering authority) 5 - Review of the bank's financial statements by external auditors 6 - Compilation of the bank's financial statements by external auditors 7 = Other audit procedures (excluding tax preparation work) 8 = No external audit work (1) Includes total demand deposits and noninterest-bearing time and savings deposits riRSi o1ATE BANK OF tEXAS Call Date 03/31/93 ST BK 48 2250 FFIEC 032 P 0 Box LOD Page RI 1 DENTON, TX 76201 Vendor ID 0 CERT 10,348 3 Transit Number 11191474 Transmitted to EDS as 0060962 on 04/28/93 at 12 05 22 CST insolidated Report of Income �r the period January 1, 1993 — March 31 1995 ALL REPORT OF INCOME SCHEDULES ARE TO BE REPORTED ON A CALENDAR YEAR-TO-DATE BASIS IN THOUSANDS OF DOLLARS Schedule RI — Income Statement I38O <— Dollar Amounts in Thousands 1 Interest income a Interest and fee income on loans R AD (1) Loans secured by real estate _ _ 4011 1 783 1 a 1 (2) Loans to finance agricultural production and other loans to farmers__--__ 4024 0 1 a 2 (3) Commercial and industrial loans________`4012 466 1 a 3 (4) Loans to individuals for household, family, and other personal expenditures (a) Credit cards and related plans___ ______ 4054 0 1 a 4a _4055 854 1 a 4b (5) Loans to foreign governments and official institutions___— 4056 0 1 a 5 (6) Obligations (other than securities and leases) of states and political subdivisions in the U S (a) Taxable obligations_ 4503 0 1 a 6a (b) Tax-exempt obligations 4504 66 1 a 6b (7) All other loans___—__—_—__—__4058 0 1 a 7 b Income from lease financing receivables (1) Taxable leases__`_ �___4505 0 1 b 1 (2) Tax-exempt leases­� _ ___— 4307 0 1 b 2 Interest income on balances due from depository institutions (l) 4115 0 1 c d Interest and dividend income on securities (1) U S Treasury securities and U S Government agency and corporation obligations____! _ 4027 2,220 1 d 1 (2) Securities issued by states and political subdivisions in the U S (a) Taxable securities_ _ 4506 0 1 d 2a (b) Tax exempt securities___________________ _ ____4507 0 1 d 2b (3) Other domestic debt securities___________ 3657 1 33 1 d 3 (4) Foreign debt securities__ _3658 0 1 d 4 (5) Equity securities (including investments in mutual funds)_____________ 3659 0 1 d 5 e Interest income from assets held in trading accounts_____ ___4069 0 1 e f Interest income on federal funds sold and securities purchased under agreements to resell_ _ _ _ 4020 143 1 f g Total interest income (sum of items 1 a through 1 f) _ _�_ 4107 5,665 1 g (1) Includes interest income on time certificates of deposit not held in trading accounts FIRST STATE BANK Of TEXAS Call Date 03/31/93 ST-BK 48 2250 FFIEC 052 P 0 BOX 100 Page RI- 2 DENTON, TX 76201 Vendor ID 0 CERT 10348 4 Transit Number 11191474 Transmitted to EDS as 0060962 on 04128/93 at 12 05 22 CST ^hedule RI — Continued Dollar Amounts in Thousands 2 Interest expense a Interest on deposits (1) Transaction accounts (NON accounts, ATS accounts, and RIIAD Year to -date telephone an preauthorized transfer accounts)_A_____4308 292 2 a 1 (2) Nontransacti n accounts (a) Money me ket deposit accounts (MMDAs)� 4509 353 2 a 2a b Other so _ ings deposits 4511 76 2 a 2b c Time certificates of dipo-`sii oTT-M bSb or more�4174 546 2 a 2c d All other time deposits 4512 1,060 2 a 2d b Expense of federal funds purchase a�'a n securities sold under agreements to reburchase 4180 3 2 b c Interest on dome d notes zssu-' e T Ue 03'T`reasury' and on other borrowed apney 4185 0 2 c o d Interest on mortgage in e'd 6 e nerd ss awn ig`bi atians urn �er capitalized leas s __ 4072 0 2 d e Interest on subo dinaie?no es an a entures 4200 0 2 e f Total interest a pense (sum of items 2 a through 2 e)-_-'-4013 2,330 2 f 3 Net interest zncomei (item 1 g minus 2 f)_M_ _ _4074 3 335 3 4 Provisions a Provision for In and lease losses 4230 84 4 a b Provision for allocated transfer rzs _----`4243 0 4 b 5 Noninterest income a Income from fidupiary activities 4070 " " 137 5 a b Service charges on deposit accou-51 4080 ' 575 5 b c Trading gains (losses) and fees from foreign ore gn`i'I n exchange transactions_ d Other 4075 foreignir nsac ion gains Tiosses ' "`4076 0 0 5 c 5 d e Gains (losses) and fees from assets held in r"—E a`3iing eccounis_4077 0 5 e f Other nonznterest income ((t) Other fee income_ _ 5407 —5408 97 5 f t 121 All other nopinteresiiaodme_`- 175 5 f 2 g o al nonznteresit income (sua of iTees 5 aifiro'ugiurij__4079 984 5 g 6 Gains (losses) on securities not held in trading accounts 4091 192 6 7 Nonznterest expense, a Salaries and employee benefits 4135 1,359 7 a b Expenses of premises and fixed asses ne o ren aT"I"incoieT (excluding salaries and employee benefits and mortgage interest), 4217 305 7 b c Other noninteres expense #`�--� 4092 1,003 7 c d Total nonznteresit expense (sue oiiiees-7 a i r6-ougfi 7 cJ_ 4093 2,667 7 d 8 Income (loss) before income taxes and extraordinary items and other adjustments (item 3 plus or minus items 4 a, 4 b, and 5 g, 6, and 7 d)4301 �4302 1,760 8 9 Applicable income taxes (on item 8)_______ _ SIB 9 10 Income (loss) before extraordinary items and other adjustments (item 8 minus 9)_4300 J. 242 10 11 Extraordinary items, and other adjustments a Extraordinary items and other adjustments gross of income taxes * _ _4310 b Applzca6Ie income taxes jdniieeT[ aj i ' " 4315 0 0 11 a 11 b c Extraordinary items and other adjustments; nei of___ ---`- income taxes (item 11 a minus 11 b)_ 4320 0 11 c 12 Net income (loss) (sum of items 10 and 11 c)__�_________`4340 1 242 12 r Describe on Schedule RI E - Explanations FIRST STATE BANK OF TEXAS Call Date 03/31/93 ST-OK 48 2250 FFIEC 032 P 0 BOX 100 Page RI- 3 DENTON, TX 76201 Vendor ID 0 CERT 10348 Transit Number 11191474 Transmitted to EDS as 0060962 on 04/28/93 at 12 05 22 CST 5 hedule RI - Continued Dollar Amounts in Thousands Memoranda 1 Interest expense incurred to carry tax-exempt securities, loans, and leases acquired RIAD Year -to date after August 7 1986, that is not deductible for federal income tax purposes_- 4513 0 M 1 2 Not applicable 3 Estimated foreign tax credit included in applicable income taxes, items 9 and 11 b above__—_ _4309 O M 3 4 Number of full time equivalent employees on payroll at and of current period (round to Number nearest whole number)- _ _4150 161 M 4 Schedule RI -A - Changes in Equity Capital Indicate decreases and losses in parentheses 1383 <- Dollar Amounts in Thousands 1 Total equity capital originally reported in the December 31, 1992, Reports of RIAD Condition and Income— 3215 30,370 t 2 Equity capital adjustments from amended Reports of Income, net #_ 3216 0 2 3 Amended balance and of previous calendar year (sum of items 1 and 2) 3217 30,370 3 4 Net income (loss) (must equal Schedule RI, item 12) 4340 1 242 4 5 Sale, conversion, acquisition, or retirement of capital stock, net 4346 0 5 6 Changes incident to business combinations, net 4356 +4470 0 6 n LESS Cash dividends declared on preferred stock__ _ 0 7 LESS Cash dividends declared on common stock-_-____ 4460 0 8 9 Cumulative effect of changes in accounting principles from prior years = (see instructions for this schedule) _ _ 4411 0 9 10 Corrections of material accounting errors from prior years * (see instructions for this schedule) _ 4412 0 10 11 Change in net unrealized loss on marketable equity securities___ 4413 0 11 12 Other transactions with parent holding company * (not included in items 5, 7, or 8 above)__ - 4415 0 12 13 Total equity capital end of current period (sue of items 3 through 12) (must equal Schedule RC, item 28)-__—!3210 31,612 13 $ Describe on Schedule RI E - Explanations FIRST STATE BANK OF TEXAS Call Date 03/31/93 ST 8K 48 2250 FFIEC 032 P 0 BOX 100 Page RC 1 DENTON, TX 76201 Vendor ID 0 CERT 10348 9 Transit Number 11191474 Transmitted to EDS as 0060962 on 04/28/93 at 12 05 22 CST ',insolidated Report of Condition for Insured `jrnrnercial and State —Chartered Savings Banks for March 31, 1993 All schedules are to be reported in thousands of dollars Unless otherwise indicated, report the amount outstanding as of the last business day of the quarter Schedule RC — Balance Sheet C3OO <— _ Dollar Amounts in Thousands ASSETS 1 Cash and balances due from depository institutions (from Schedule RC A) RCON a Noninterest-bearing balances and currency and coin (1) 0081 14,295 1 a b Interest -bearings balances (2)___________007I 0 1 b 2 Securities (from Schedule RC B) _ 0390 171,254 2 3 Federal funds sold end securities purchased under agreements to resell a Federal funds sold--- _ �__ 0276 0 3 a b Securities purchased under agreements to resell 0277 0 3 b 4 Loans and lease financing receivables a Loans and leases, net of unearned income RCON (from Schedule RC-C)_ 2122 142,671 4 a b LESS Allowance for loan and lease losses_ 3123 5,500 4 b c LESS Allocated transfer risk reserve_ 3128 0 4 c d Loans and leases, net of unearned income, allowance, and reserve (item 4 a minus 4 b and 4 c) -- —2125 137 171 4 d 5 Assets held in trading accounts (from Schedule RC-D)__ 2146 0 5 Premises and fixed assets (including capitalized leases) _ 2145 7,993 6 1 Other real estate owned (from Schedule RC-M)_ _ _2150 5,807 7 8 Investments in unconsolidated subsidiaries and associated companies (from Schedule RC M)�^ 2130 0 B 9 Customers' liability to this bank on acceptances outstanding_____ 2155 0 9 10 Intangible assets (from Schedule RC-M) _ _— _2143 0 10 11 Other assets (from Schedule RC-F)_� 2160 3 35 1 11 12 Total assets (sum of items I through ll) �2170 339,871 12 (1) Includes cash items in process of collection and unposted debits (2) Includes time certificates of deposit not held in trading accounts FIRST STATE BANK OF TEXAS Call Date 03/31/93 P 0 BOX 100 DENTON, TX 76201 Vendor ID D Transit Number 11191474 Transmitted to EDS as 0060962 on 04/28/93 at 12 05 22 CST "ohedule RC — Continued l _ ST-BK 48 2250 CERT 10348 Dollar Amounts FFIEC 032 Page RC 2 10 in Thousands LIABILITIES 13 Deposits RCON a In domestic offices (sue of totals of columns A and C from Schedule RC E) 2200 302,517 13 a RCON (1) Honznterest-bearing (1) 6631 49,687 13 a 1 (2) Interest -bearing _6636 252,830 13 a 2 b In foreign offices, Edge and Agreement subsidiaries, and IBFs (1) Noninterest-bearing (2) Interest -bearing 14 Federal funds purchased and securities sold under agreements to repurchase a Federal funds purchased_____ 0278 1,615 14 a b Securities sold under agreements to repurchase__0279 0 14 b 15 Demand notes issued to the U S Treasury____ ------2840 O 15 16 Other borrowed money_^__! ,2850 0 16 17 Mortgage indebtedness and obligations under papztalized leases ______2910 0 17 18 Bank's liability on acceptances executed and outstanding _ 2920 0 18 19 Subordinated notes and debentures_ 3200 0 19 20 Other liabilities (from Schedule RC-6) 2930 4,127 20 21 Total liabilities (sum of items 13 through 20) 2948 308,259 21 22 Limited -life preferred stock and related surplus_ 3282 O 22 EQUITY CAPITAL 23 Perpetual preferred stock and related surplus____ _ 3838 0 23 Common stock________ 3230 3,045 24 is Surplus (exclude all surplus related to preferred stock)_ 3839 16 751 25 26 a Undivided profits and capital reserves_ _ 3632 11,816 26 a b LESS Net unrealized loss on marketable equity securities_` 0297 0 26 b 27 Cumulative foreign currency translation adjustments___ 28 Total equity capital (sum of items 23 through 27)__ 3210 31,612 28 29 Total liabilities, limited -life preferred stock, and equity capital (sum of items 21, 22, and 28)_ _ 3500 339 871 29 Memorandum TO BE REPORTED ONLY WITH THE MARCH REPORT OF CONDITION 1 Indicate in the box at the right the number of the statement below that best describes the most comprehensive level of auditing work performed for the bank by independent external auditors as of any date during 1992____ 6724 2 M 1 1 Independent audit of the bank conducted in accordance 4 Directors' examination of the bank performed by other with generally accepted auditing standards by a certified external auditors (may be required by state chartering public accounting firm Which submits a report on the bank authority) 2 Independent audit of the bank's parent holding company 5 Review of the bank s financial statements by external conducted in accordance with generally accepted auditing auditors standards by a certified public accounting fire which 6 Compilation of the bank s financial statements by submits a report on the consolidated holding company (but external auditors not an the bank separately) 7 Other audit procedures (excluding tax preparation work) 3 Directors' examination of the bank conducted in accordance 8 No external audit work with generally accepted auditing standards by a certified public accounting firm (may be required by state charter ing authority) (1) Includes total demand deposits and noninterest bearing time and savings deposits FIRST STATE BANK OF TEXAS Call Date 03/31/93 ST 8K 48 2250 FFIEC 032 P 0 BOX too Page RC 3 DENTON, TX 76201 Vendor ID D CERT 10348 11 Transit Number 11191474 Transmitted to EDS as 0060962 on 04/28/93 at 12 05 22 CST ^hedule RC —A — Cash and Balances Due from Depository Institutions Exclude assets held in trading accounts C3O5 <— Dollar Amounts in Thousands 1 Cash items in process of collection, unposted debits, and currency and coin 1)_CON a Cash items in process of collection and unposted debits__ _ 0020 2 133 1 a b Currency and coin_ ---0080 2,150 1 b 2 Balances due from depository institutions in the U S a U S branches and agencies of foreign banks 0083 0 2 a b Other commercial banks in the U S and other depository institutions in the U S 0085 5 , 911 2 b 3 Balances due from banks In foreign countries and foreign central banks a Foreign branches of other U S banks____ ___ __ 0073 O 3 a b Other banks in foreign countries and foreign central banks—____—__0074 0 3 b 4 Balances due from Federal Reserve Banks_____`_ _ _ 0090 4,101 4 5 Total (sum of items 1 through 4) (must equal Schedule RC, item L)_« DOW 14,295 5 Memorandum Dollar Amounts in Thousands 1 Noninterest bearing balances due from commercial banks in the U S (included in items 2 a and 2 b above) __`�_� 0050 5,911 M 1 1 M 1 M m r a M m O O m^ N r M M N +� n lD N O m m M- 1(1 "" a O a -1N N 1 O 1 d N r r Z M d m d m O m m w o-- O o m w o m ow m o w n ^ Z M d m 0 1 0 1 Oww 1 a I MOMO NOS-0--0 -00 m0)owv ONM-^ Nm WNm d WM^ w m l N M d Wit M n- ^ m m ^ U \ 1 an d w 1 a ^ I n a 1 a N op pp OO N I Y Im') W m"ZIS, NON^ ^ ^^ OmmmM -^Mmd M°-' mO^Z m ZNrN ^ a 1 ^ 0 0 0 000000000 M O �- 0 0 O d M W N N O M O o m r M m I I M I I MM m ^ 1 m 1 m M N M m^ M m^ M r O U m^ m d O r m M 00 ^ M O M d r O N M 1 O O M N M^ m m m on 0 0 0 0 M^ n N m o d^ d d M^ N d M M m d r ^ I N M M a 1 M d d O O M O^ O-^ �- -- N O m m d o w m �- �- ^ O n d W m O r N m M m l mod w l mM 0d- \ 1 O^ M w 1 ^ 1 N d a I X \ I m I M O M O N M M M m d M^ m M O M d �- m d M m d n MN M O M M O r m m N 1- N Y I dmmN^m�'^MMNn MN Md Mdm rn NuN m0 M mr MNOm ^ ¢I MOM.-Ocn0^0^^00•- Onmmm ^^mm^ m0 rOMd 00000 Z m l m O z Z W 0 H m m m O M m m m M m d r O d d M M M M N w m o m m^ r 1p O M M m d O N 1 Ul N N M m N M^ M M m M n d M I a1 m l r r N n N N n O M m m M N O - M O d M d O M O O ^ n M M M^ ^ N M^ M N N M m O I M M m M N d m n O n N N^ m m m M M d M^ M N ow m m M m N m M m d � 1 n m m a t n M d O O m 0^ O^^-^^ N M M m O O M O^^ Ow n m r^ m O m d In ^ I W m w I m r m m -- m I N w I \Im a1 1 n n 0 0^ r O M^ O M N M d M M �- N ^ m r M m an d ^ 8 O O m M In d r y 1 O M �- O^ m N n r O M N N M M M N n m M m^ M m M O m MN r d m N N Q i r Cl d - O M O^ O N^^^^ O d M m d ^ N N M O O m m O^ M N d O N O 1 1 M I 1 I m r d N N N^ N N ' m m m m m M N m M M m r N M m N O M M O M I U N m^ m N O M m M M M M M M N N N M^ m m o m M M O M m m m m M d d d M I a1 m 1 n^ O O m^ r N O^ U m d r d N m U n^^ ON O d m m O N M W W I- N 1 nMlO O 1-MMMNMMtDOr -NN^ rrM �t0 Nr �-m l0 n ^ dNmO NrMd m a \ i m a m at M M d O O M O^ O--^-^ N m M O d O N M^^ NO r M M d m M M N M Y MIM w1 a \IM al a Z m1 0 1 I O m r M^ m O m M d n M N n M m M N d d r r m M ow l0 O N m d M m m M Z i wcp m n 40 Q 1 r M^ O M O^ O N^ N N-, O trl M d d O M M m N M m r O m 0 ^ N N d m X W F I I LL 0 Y 1 I U 1 m1IryryU omrNdOMWm� O U I ^d1^.pNMNOMmION t0 �'nm " �'Af�\ ^NOON mNMMN I� UOr d rMrMMmNIO Mm^ Z I a I m i m 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ZZxz e* 1 OZ4 4 1 O Z JJEI>oo2Z1Ui H1- W r W Q"Z Wpp W mp amOz oaa+11zpaazcr�� Owl-cau-4 W wO1a-� ~a' 4 m l U6'I I zZ < I hMem2 m i ola- HO000 13Z 4 OmmmJ w m 4 I W 4 Z Z W O I W 4 Z 4 1 Q W n O h O Z W O W l- m J LL 004 UU W 1 a X. . z J I Z W J 0 1 Ua YI- 1- 1-I W F APPENDIX I SECURITIES DEPOSITORY AGREEMENT WHEREAS, by contract dated July 1, 1991, ' and the Board of Trustees thereof designated and appointed ository Bank of said for the term beginning September 1, 1991, and ending August 31 1993 and until its successor shall have been duly selected and qualified, and WHEREAS, paragraph VIII of said Agreement required such Depository Bank to deposit and pledge in al=�Wankerin Texas "approved securities' as defined in said paragraph in an amount equal to at least 100 Darren, of the funds, and to maintain said deposit and pledge at all times at not less than 100 percent of such funds during the term of its appointment, and WHEREAS, has requested the to serve as the collateral depository bank for the pledging and holding of such 'approved securities" subject to the terms of said contract NOW, THEREFORE, a banking association organized under the laws of the United States, hereby agrees to serve as th- collateral depository bank for the pledging and holding of such approved securities" subject to the terms of such agreement of July IS7 199 between and 'in an amount sufficient to satisfy its Obligation to In the event of default on the part of the Depository Bank or its failure faithfully and strictly to comply in all respects with the terms provisions and stipulations of said contract (being the Depository Contract and thi Frur� 1 s Depository Agreement which is a part thereof) theme SW (in addition to all of ^Pmrlles provided by said contract arA ay ,: 'usiness and Commerce ,la) have the right to sell, assign ,nd deliver any par, of the app, 'od securities' and any additions " et )Rnt ro the terms of this contract at public or privata ^ in or^A 'y 11 rir� of the 0' i tions u, v the Dei itn to .1 iter ping under said contract heMmomaw Its sw cr � may purchase all in hart of t aved secui s at fair , wet value if it or the act to do r 110 Bank, acknowledges and agrees that a MINWanking Association organized under the laws of the United States with whom the "approved securities" have been deposited and pledged, has acted and is acting solely as the agent and representative of the and that the Depository Bank has no right to compel any action by such ba,I 1th egaid to delivery, possession, pledge or sale of the "approved 5ecdntiea' ATIL�I BANK ONE, TEXAS, NA, FORT WORTH The above Securities Depository Agreement is hereby approved TEAM BANK ��_'%7.onw�aa eF .Qn,.�a Erns 9 By / <^`���1: e , onr� to jWzt, _ ,. _ - _ gafakeevlry ACcontif PUS Customer desire* to deposit with Bonk certain securities end funds, and obtain the custodial services of Bank) and whereas Bank a no Ioial bank with corporate trust pnerl Alen Is duly authorized to act as a custodian and 1s a seiib@r of the Federal Reserve t e e Federal Depasit Insurance Corporation) r rFORE In constderation of the mount covenants and ogreawnts heroin Bad@, Customer and Bank hereby agree as fotlawat rajjyM et Ae eU tustomkr hat delivered to Bank certain DBMS to be held by Bank as Custodian Bank has accepted those assets end he, agree I occopt additional nuts acceptable to It whtoh Customer may hereafter fro time to time dellyer to Bank And to hold the assets subject to the terms dad coalitions of this Agreement Bank a Aulharitf, so ,Irf[gA a) To hold the assets using the same degree of core and protection which Bank gives to Its own property Loan the direction ar prior consent of the officer(s) designated In writing to eat for the Cuetaaer from time to time, retain resets ,Malted the Re it however shall hove no responsibility to determine the validity or gernilMMu of any security or related r nr AI r atomor regarding the purchase retention selot call for redemption exchange or deposit In roorgenlsetlon of I,y St." fly I NI Instrument so held or deposited under this Agreement Bank shalt have no responsibility for advising CuatO"r regarcirI features if shy applicable to any security If Customer us#$ bank focllitlee to exercise a put feature whe her maid, a + IotwL Customir ,hail give Bank expre@a written Instructions Including but mot limited to: descrlptiCh and quantity of sc h, nut data by which put moot be exercised detailed delivery Instructlois Including dots, by which delivery R roqulrtd) ar i I ar which put Is exercised rareiw role proceeds or other payments from assets held In gafekeoptns hereunder and to make disposition of ouch I Id Ith the wNttan in@tructlonE of the Custer, To sign documents which way be required with respect to ru,wns c sea assets held or recelvad, and Customer c oar to reimburse Indemnify and hold Be y harmless free any loan rl { using attorney a feet) which may arise by Ieuon of the execution of any such d a ,it p incipaL held In Customer @ account t remelt to Custa"r or deposit to Dust h i tkma or tovings u mtamer fiem time but subject To the + her provision@ of this Agreement I proceeds reditad to i t a Cntol"r in any other fern end , b t I final payment and Customer harem cornea to reirbutoo Bank or a 's unable to obtain full and final pay, in the norm course of business Bank shall art M M u accede until ouch time as finally city ad funds are received by Bank 1�91iB1 Eeaewared n hot In ggjgggr a Behalf. Customer shall dodianute from time to hen Benk la ten obeslIf direatione approvals or comets as my be rca l pal heiiun e in turn give Bank the Autha v to act without such directive Opp oval ui irse t g w I eta L Jivsdual or individus s i 1 be unavailable for contact by Ba c In eddltla If t1 S e e t c A v oeli s it renewably expected to bo t 1 table an a particular aceax thin the tine period t d t i If Bony shall hove the authority t act without the dircctlen I or consent of the It n mlvl 1 mrovided that prompt noun Is given to the Customer of such t „ f trthe provided or rw , 1 all Jual or individuals Is unavailable Or expected to be unsvollsble ct the IS* a ail mayor a dMer sI i to act that shall have the right nst to act until the designated lydivid it jr ' JI iJua s a L t m isle tr aonte t t a t and Gush individual or Individuals shall have given dirntlono approvals or r as In, be hereunder g ilifirtr fry I II noeuri teas or other property owned by Dlmtamer and hold by Be d mast be If rep I a user 0 \ ryolrons none or a nominee of Bank'* agents 'I, d ,� w ere a / k ifng is nice is evidence that Securities, or other pr party listed is held at m it its at r by I d art, ribed an inn face of the Safekeeping rocelpt LVI lily a L t able to Customer for any certificates toot due to theft or any error or om1901 > h 1 We art at s 1 t erpta)ea or authorized representative of Bank Bank upon written at,aet shall r niah C h l filth u r NII y or other Insurance covers,* to fulfill this obligation In ack i n to Its awn fu I fa t s It a I $loll no ell, for loss or dm"ge caused directly or indirectly by Inv slon Insurrection riot IvR or a r x I or e I r (nVa1 or by order of any civil authority or other comes beyond the control of the Bank 1flyag.,B011_411-1se .,,sent Instead generated from securities held by Bank under this Agreement shed be yid el y or d dip,"ited or creai ad to Ludtrrmar t demand deposit eCCownt within five (S) work days after receipt thereof or ore It Aivu a tharefore by at ik n tranemitttl depaslt or credit of the investment Into" or credit therefore #hall Identify the security that produced the I lent infdruffon to facilitate the originating accounting retry an the books of Custom D,L _ Any securities whin have ben sold by Customer shell be physically delivered after duo a is on or Off n s Amory stilloment date recognited In the security trading market LWRE cr funds owned by Customer and deposited by Bank under thin Agreement shell be pledBdd or hypothecated by so par shall Bonk be permitted to use such securities or funds for the benefit of Bank y „ yi Bank A d Customer #hell ease from time to time upon a fee schedule for Bank a services under this Agreement se ba r f lw I sod for all of ;to reasonable expanse Incurred In co nootlon with Its duties Under this Agreement I BA I, i I I I i to I ship und, th tt Agra@ment is bed of agency and Bnk shell mot be damned a true ta, but on Ly a cu Cho ow or of @it assets deposited with Bank elthaugh physically held by Bank The execution o Ins 1611 It in an) mamlor r ,Ia¢a the duttrs c iayanslbtlitln of the Curtsmor's Board of n1 it I"it mob for the Curt", I R?'n'dlt_jBf�.1PJ'mi1VjIpm T413 Agreement my be amended free time to time by written Instrument executed by Customer and sank I , contfnu. I. t I terminated by thirty (30) days written matte* by slther party or by Operation of Low; provided however th fan + ore Into W Ink prior to receipt of t.rmleatfon notice or actual notion of the event terminating the 9 a I aw Shall be binding upon Customer t 6 Maxi rN, ,grem0,t e I he binding upon and endure to the benefit of Customer and Bert Ord the roepoctive sucoMsore d rarigne of earn opv.,)IM I& This Agre"ril shall be governed in accordance with the Lowe of the State of Texas sent mat . this _ day Of is,_- by and between (the Customer ) and _ _ _ ( Bane ) a national banking eorparatlon with Its principal place of business in Texas EXECUTED as of the day and year first written above 0 Bert tfketasar) ,iit — Retuin to rafikreeping) Canary — Customer Copy