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HomeMy WebLinkAbout1999-06-08-0900AM-Regular- - I ~ r r !r Iw.. 9-1 it 1-4 PM 3: 33 • BR.AZOS 41Atr. o LLEP.K COUNTY snAi':' r':Iti'~ Y.OUSE BRYAN. TEXAS )EPUT NOTICE OF MEETING AND AGENDA BRAZOS COUNTY COMMISSIONERS COURT THE COMMISSIONERS COURT WILL MEET IN REGULAR SESSION ON TUESDAY, NNE 8,1999 AT 9:00 A.M. IN THE COMMISSIONERS COURTROOM OF THE BRAZOS COUNTY COURTHOUSE, 300 EAST 26TM STREET, SUITE 115, BRYAN, TEXAS. 1. Invocation - Commissioner Sims. 2. Pledge of Allegiance - Commissioner Sims. is 3. Citizens input and/or concerns. At this time, the Judge will open the floor to citizens wishing to address the Court on county-related issues not scheduled on the agenda. Please limit subject matter to five minutes. The Commissioners will receive the information, conduct research into the matter, and/or place the matter on a future agenda for discussion. (A recording is made of the meeting; therefore, please give your name and address for the record.) Consider and take action on agenda items 4 - 26: 4. Personnel Change of Status. 5. Budget Amendment 98/99-25. 6. Payment of Claims. 7. Contract for Services with the Brazos Valley Council on Alcohol and Substance Abuse for substance abuse assessment and evaluation services for the Juvenile Services Department. 8. Request by Computer & Network Services for out-of-state travel for employee to attend the annual Pentamation User's Conference in Bethlehem, Pennsylvania, September 26-29, 1999. t 9. Summary Plan Description for County's Section 125 Plan (Cafeteria Plan). I 10. Worksite Agreement for the Brazos Valley Workforce Development Board's Employment and Training Program for temporary student workers in the District Clerk's Office. C7 11. Bank Depository Contracts for District Clerk's funds with the following financial institutions: a. Compass Bank b. First American Bank c. The First National Bank of Bryan d. First Federal Savings Bank e. Norwest Bank Texas, N.A. `7 AU W , , • • ..4 Commissioners Court Mating Agenda June S. 1999 12. Contract with Rick Ravey & Associates for completion of plans for Justice of the Peace/Constable offices. 13. Agreement with the City of Bryan granting additional ten foot (IV) sanitary sewer line easement at Minimum Security Jail site on Sandy Point Road. 14. Tax Resale Deed and authorization for County Judge to execute tax resale deed for Lot 5, Block 10, Washington Heights Addition, City of Bryan to Marvin R. Gibbs. 15. Tax Resale Deed and authorization for County Judge to execute tax resale deed Ed Resolution providing for the sale of property acquired by the County of Brazos at delinquent tax sale for Lot 17, Block 1, Austin Addition, City of Bryan to Tamara Jackson. 16. Rules of procedure, conduct and decorum at meetings of the County Commissioners Court. 17. Cancellation of the June 29, 1999 Commissioners Court meeting. 18. Implementing identification tags for county employees and authorization to solicit bids for identification tags. 19. Blanket Purchase Order for the District Attorney's Office to Lange Micrographics. 20. Requisitions from Capital Projects Funds for the following: a. TVNCR combination for the 272°° District Court, b. Cordless drill and shop fan for the Brazos Center. 21. Approval to advertise Bid No. 99-042, Group Health & Insurance Proposal. 22. Award of Bid No. 99-046, Temporary Employment Services. 23. Acceptance of Wellborn Special Utility District's cost estimate of $584.00 to relocate Mikeska water meter on Old Wellborn Road improvements. Site is located in Precinct 1. 24. Request from United Telephone Company of Texas for parallel cable installation in the right-of-way of Kathy Fleming Road (Millican, Texas). Site is located in Precinct 1. 25. Acceptance of Warranty Deed from Patricia Kay Peters Boyd, E. Duane Peters and Diane Peters for improvements to Hardy Weedon Road located in Precinct 3. 26. Acceptance of Warranty Deed from Wheelock SPJST Lodge Nd. 94 for improvements to Wheelock Hall Road located in Precinct 2. 1 27. Announcement of interest items and/or concerns. 28. Call for citizen input and/or concerns. 29. Adjourn. V The Courthouse is wheelchair accessible. Handicap parking spaces are available. Any requests for sign interpretive services must be made two business days before the meeting. To make arrangements, call (409) 361-4102. I COMMISSIONERS' COURT • REGULAR MEETING JUNE 8, 1999 A regular meeting of the Commissioners' Court of Brazos County, Texas was held in the Commissioners' Courtroom in the Courthouse in Bryan, Brazos County, Texas, beginning at 9:00 a.m. on Tuesday, June 8, 1999, with the following members of the Court present: Alvin W. Jones, County Judge, Presiding; Tony Jones, Commissioner of Precinct 1; Wm. S. Thornton, Commissioner of Precinct 2; Randy Sims, Commissioner of Precinct 3; Carey Cauley, Jr., Commissioner of Precinct 4; Mary Ann Ward, County Clerk. Attached is a list of the citizens and officials in attendance. Commissioner Sims gave the invocation and led the pledge 101 of allegiance. Under citizen input and/or concerns, the following made comment: Bill Jeanes, Risk Manager thanked the Commissioners Court and the employees who participated in the American Cancer Society's Relay for Life fund raiser. The Brazos County team raised $2,400.00 in donations and won the grand prize for the site set up. John Hachmann, Purchasing Agent, reminded the Court of the first annual picnic on June 12, 1999 from 3:00 p.m. to 9:00 p.m. at the Bryan Athletic Park in Bryan. Food will be served from 5:00 p.m. to 7:00 p.m.. 6 C~ Ii i~• r~ VOL. ~j Commissioners court meeting June 8, 1999 2 The Court proceeded to consider the change of status of the following employees. Black, Jo Ann Elarms, Latonya Miranda, Caroline Henderson, Kami Bollinger, Gary Gomez, Daniel Charlton, D. C. Williams, Jessie Williams, James E. Wilder, Jason E. Suel, Christopher Ramirez, Juanito Faust, Ron E. James, Kerry L. Supak, Cheryl D. Boone, Judy E. DEPARTMENT Juvenile Services REASON Resignation Juvenile Services New Emp P/T Juvenile Services New Emp Temp Juvenile Services New Emp Temp Juvenile Services Promotion Road & Bridge Resignation Road & Bridge New Emp Temp Road & Bridge New Emp Temp Road & Bridge New Employee SO/Jail Trans in Dept SO/Jail Trans in Dept SO/Jail Resignation SO/Jail New Emp P T SO/Jail New Emp P T SO/Jail New Emp P T Tax Office New Emp Temp On motion by Commissioner Cauley, seconded by Commissioner Sims, the Court voted unanimously to approve the changes as submitted. The Court next considered Budget Amendment #98/99-25.1 through 25.4, which would transfer funds from the General Fund to Juvenile Services; set up the new grant year for the Narcotics Trafficking Task Force; set up a new grant for Juvenile Services and transfer funds from the 272nd District Court to Capital Improvement. On motion by Commissioner Cauley, seconded by Commissioner Sims, the Court voted unanimously to approve the budget amendment as submitted, a copy of which is attached hereto. The Court next considered the following Claims as submitted by the County Treasurer for payment: 99-007210 through 99-007575 On motion by Commissioner Jones, seconded by Commissioner Thornton, the Court voted unanimously to approve the Claims as submitted. The next matter before the Court was approval of a Contractual Agreement between Brazos County and the Brazos Valley Council on Alcohol and Substance Abuse (BVCASA). BVCASA will provide substance abuse assessments /evaluations on probationers and/or clients detained in the Brazos County "-I-- • • Cj Commissioners Court meeting June 8, 1999 3 Juvenile Detention Center. The cost to Brazos County will be $40.00 per assessment. The term of the contract will be from January 1, 1999 to December 31, 1999. On motion by Commissioner Sims, seconded by Commissioner Cauley, the Court voted unanimously to enter into contractual agreement with the Brazos Valley Council on Alcohol and Substance. A copy of the contractual agreement is attached hereto. The next matter for consideration by the Court was a request submitted by the Computer & Network Services Department seeking approval for out of state travel for Allen Campbell. Mr. Campbell would be traveling to Bethlehem, Pennsylvania to attend a "Pentamation User's Conference" during the week of September 26th through the 29th, 1999. On motion by Commissioner Cauley, seconded by Commissioner Sims, the Court voted unanimously to grant the request from the Computer & Network Services Department and approved payment of out of state travel expense for Mr. Allen Campbell. The Court next considered approval of the Summary Plan Description for the County's Section 125 Plan (Cafeteria Plan). On motion by Commissioner Cauley, seconded by Commissioner Sims, the Court voted unanimously to approve the Summary Plan. A copy is attached. The Court next considered entering into agreement with the Brazos Valley Workforce Development Board's Employment and Training Program for temporary students workers in the District Clerk's office. Funding will be through the Job Training Partnership Act (JTPA). There will be no cost to Brazos County. On motion by Commissioner Cauley, seconded by Commissioner Sims, the Court voted unanimously to enter into agreement with the Brazos Valley Workforce Development Board and authorized the County Judge to execute the Agreement on behalf of Brazos County. A copy of'the Agreement is attached. The Court next considered Bank Depository Contracts for the District Clerk's funds with the following financial institutions: VO ~ ADZ h;,, 11-r-Talb Commissioners Court meeting June 8, 1999 4 a) Compass Bank b) First American Bank c) The First National Bank of Bryan d) First Federal Savings Bank e) Norwest Bank Texas, N.A. Commissioner Cauley asked if the District Clerk was not included when the County approves a depository. He was assured that they were. On motion by Commissioner Cauley, seconded by Commissioner Sims, the Court voted unanimously to approve the contracts. A copy of each contract is attached. Item 12 on the agenda, considetation of a contract with Rick Ravey & Associates for completion of plans for Justice of the Peace/Constable offices was tabled on a motion by Commissioner Jones, seconded by Commissioner Sims and voted on unanimously. The Court next considered entering into Agreement with the City of Bryan granting additional ten foot (101) sanitary sewer line easement at the Minimum Security Jail site on Sandy Point Road. On motion by Commissioner Cauley, seconded by Commissioner Jones, the Court voted unanimously to grant the additional ten foot easement to the City of Bryan. A copy of the Agreement is attached. On motion by Commissioner Sims, seconded by Commissioner .Cauley, the Court voted unanimously to authorize the County Judge to execute a Tax Resale Deed to the following individual: Marvin R. Gibbs - Lot 5, Block 10, Washington Heights Addition, City of Bryan, Brazos County, Texas on motion by Commissioner Sims, seconded by Commissioner Cauley, the Court voted unanimously to authorize the County Judge to execute a Tax Resale Deed to the following individual: Tamara Jackson - Lot 17, Block 1, Austin Addition, City of Bryan, Brazos Pounty, Texas The court next considered adopting Rules of Procedure, Conduct and Decorum at meetings of the County Commissioners Court. On motion by Commissioner Sims, seconded by 1 It 01 401 01 Commissioners Court meeting June 8, 1999 5 Commissioner Cauley, the Court voted unanimously to adopt the rules. A copy is attached. The Court next considered cancellation of the June 29, 1999 Commissioners Court meeting. The members of the Court will be out of town on that date attending the South Texas County Judges and Commissioners Conference. On motion by Commissioner Sims, seconded by Commissioner Cauley, the Court voted unanimously to cancel the June 29, 1999 Commissioners Court meeting. The next matter for consideration was the implementation of identification badges for county employees and authorization to solicit bids for the necessary equipment. On motion by Commissioner Cauley, seconded by Commissioner Jones, the Court voted unanimously to implement identification tags for county employees and solicit bids for the tags. The Court proceeded to consider the following blanket Purchase Order: Lange Microg District Attorney $1,000 On motion by Commissioner Jones, seconded by Commissioner Cauley, the Court voted unanimously to approve the Blanket Purchase Order as submitted. The Court next considered approval of requisitions from the Capital Projects Fund for the following purchases: a) TV/VCR combination for the 272"d District Court $299.97 b) Cordless drill and shop fan for the Brazos Center $445.00 On motion by Commissioner Cauley, seconded by Commissioner Jones, the Court voted unanimously to approve the requisitions to be paid from Capital Projects Fund. The next matter for consideration was approval for the Purchasing Agent to advertise Bid 99-042 Group Health Insurance Proposal. On motion by'Commissioner Sims, seconded by Commissioner Cauley, the Court voted unanimously to authorize the Purchasing Agent to advertise for bids for Group Health Insurance Proposal. Commissioners Court meeting June 8, 1999 6 The Court next considered awarding the following bid: Bid No. 99-046, Temporary Employment Services John Hachmann, Purchasing Agent, recommended acceptance of the bid submitted by Kelly Services as primary, the bid submitted by Initial Talent Tree and secondary and the bid submitted by Manpower as Alternate. On motion by Commissioner Jones, seconded by Commissioner Thornton, the Court voted unanimously to accept the recommendation of the Purchasing Agent and award the contract as noted. A copy of the bid tabulation is attached. The next matter for consideration was a cost estimate from Wellborn Special utility District in the amount of $584.00 to relocate the Mikeska waster meter on Old Wellborn Road to facilitate road improvements. The site is located in Precinct 1. On motion by Commissioner Jones, seconded by Commissioner Thornton, the Court voted unanimously to accept the cost estimate in the amount of $584.00. The Court next considered the request from Untied Telephone for a parallel cable installation in the right-of- way of Kathy Fleming Road. The site is located in Precinct 1. The County Engineer stated that all appeared to be in order and recommended approval. On motion by Commissioner Jones, seconded by Commissioner Cauley, the Court voted unanimously .to approve the request from United Telephone and authorized the installation. A copy of the request is attached hereto. The Court next considered acceptance of a Warranty Deed for right-of-way on Hardy Weedon Road in Precinct 3. On motion by Commissioner Sims, seconded by Commissioner Cauley, the Court voted unanimously to authorize the County Judge to accept on behalf of Brazos County a Warranty Deed from Patricia Kay Peters Boyd, E. Duane Peters and Diane Peters, for the expansion and improvements to Hardy Weedon Road. The court next considered acceptance of a warranty Deed for right-of-way on Wheelock Hall Road in Precinct 2. On motion by Commissioner Thornton, seconded by Commissioner Jones, the Court voted unanimously to authorize the County It v )1rti.~ALA..fA411a Commissioners Court meeting June 8, 1999 7 Judge to accept on behalf of Brazos County a Warranty Deed from Wheelock SPJST Lodge No. 94 for the expansion and C7 01 improvements to Wheelock Hall Road. The County Judge made the following announcements: a) He has received a document concerning the 2000 census and information on the complete count committee. b) The Court would be considering the selection of a consultant to assist with redistricting. c) The date has been set for the Brewer trial (Jasper) to begin August 30 or the 31, 1999. d) The National Court Conference will be held September 14 through the 16 in Los Angeles, California to address a complete court system e) The Legislature has given the County authority to require subdivision approval for mobile home parks in the county. f) There is a bill on the Governor's desk allowing County Commissioners Courts to adopt a policy appointing attorneys and creating a Public Defender's position. g) There are currently two employees in the Justice of the Peace Precinct 5 office. Could they be temporarily assigned to other JP Courts? h) There will be a Commissioners Court meeting on Friday at 10:30 a.m. i) Departmental budget requests are due in as soon as possible. Also please schedule appointments for hearings between July 6 through 23, 1999. Commissioner Thornton informed the court that the local Bar Association had adopted a resolution concerning the County Law Library. There was no citizen input and/or concerns. There being no further business to come before the Court, the meeting was adjourned. it .j /.3 ladrb The foregoing minutes of the Commissioners Court meeting held June 8, 1999 have been examined and are approved in open Court this the 21 tr. day of S~ 19 in Bryan, Brazos County, Texas. _QaL W 4 *QL - Alvnin'~ . Jones County Judge Wm. Thornton Commissioner, Precinct No. 2 It, 10 " Carey Cau y, Jr. Commissio er, Precinct No. 4 s ny jZo(es' Commissioner, Precinct No. 1 Randy Sim Commissi er•, Precinct No. 3 ary A Ward County Clerk RArm 16 I BRAZOS COUNTY, TEXAS BUDGET AMENDMENT(S) FOR THE 1998-1999 BUDGET YEAR NO. 98/99 25.1 through 25.4 On this the 8t° of June 1999 at a regular meeting of the Commissioners' Court, the following members were present: Alvin W. Jones, County Judge, Presiding Tony Jones, Commissioner, Precinct 1; Wm. S. Thornton, Commissioner, Precinct 2; Randy Sims, Commissioner, Precinct 3; Carey Cauley, Commissioner, Precinct 4; Mary Ann Ward, County Clerk. The following proceedings were held: THAT WHEREAS, on June 8, 1999 the Court heard and approved a budget amendment for the 1998-1999 budget year for Brazos County, Texas. WHEREAS, an expenditure is necessary due to the necessity to meet unusual and unforeseen conditions which could not be reasonably included in the original budget adopted September 1, 1998 the following amendment(s) to the original are hereby authorized, as described on the attached page(s). ADOPTED AND APPROVED this the 8`" day of June 1999. THE COMMISSIONERS' COURT OF BRAZOS COUNTY, TEXAS. By: Alvin W. Jones, County Judge Original: County Clerk's Office and attached to the original budget Copies: County Auditor County Treasurer Commissioners' Court Minutes y AUK.~..~ e A 1 ,i BRAZOS COUNTY, TEXAS BUDGET AMENDMENTS No. 98/99-25.1 6/R/9R .t FD DIV ACCT PROJ DR/CR ACCOUNT NAME Increase Decrease 30 3121 516100 312198 Dr. Hourly-Staff 1,513.00 30 3121 531000 312198 Dr. Social Security 116.00 30 3121 532000 312198 Dr. Retirement 167.00 30 490280 312198 Cr. Transfer from General Fd 1,796.00 Brazos County Grants Fund Juvenile Services - TJPC - State Aid To increase hourly staff budget to allow for t he salary increase effective June 12, 1999, and to increase the budget transfer from General fund. 01 913200 Dr. Transfer to B/C Grants Fd 1,796.00 01 310001 516100 Cr. Hourly-Staff 1,513.00 01 310001 531000 Cr. Social Security 116.00 01 310001 532000 Cr. Retirement 167.00 General Fund To decrease existing personnel budget to fund salary increase in the TJPC - State Aid grant and to setup the in terfund transfer to the Brazos County Grant Fund. 03-41 ep-- y: Tn pprove S • i. i Z; 5 1? 92 r, I~ f . I 4 t BRAZOS COUNTY, TEXAS BUDGET AMENDMENTS No. 98/99-25.2 6/8/98 ACCT PROD DR/CR ACCOUNT NAME Increase Decrease 30 2820 516100 282000 Dr. Hourly - Staff 59,307.00 30 2820 516150 282000 Dr. Hourl -Law Enforcement 329,694.00 30 1 2820 516620 282000 Dr. Overtime - 30 2820 518100 282000 Dr. Longevity Pay 3,144.00 30 2820 531000 282000 Dr. Social Security 29,864.00 30 2820 532000 282000 Dr. Retirement . 39,149.00 30 2820 533000 282000 Dr. Employee Health Ins 46,411.00 30 2820 538000 282000 Dr. Worker's Compensation 6,064.00 30 2820 539000 282000 Dr. Unemployment Ins 929.00 30 2820 600300 282000 Dr. Caine Supplies 4,000.00 30 2820 601300 282000 Dr. Computer Supplies - 30 2820 601700 282000 Dr. Copier Supplies 2,000.00 30 2820 606000 282000 Dr. Office Supplies 13,000.00 30 2820 611100 282000 Dr. Conference & Seminar 4,890.00 30 2820 611200 282000 Dr. Confidential Funds 80,000.00 30 2820 612400 282000 Dr. Drug Testing 600.00 30 2820 614000 282000 Dr. Insurance-Vehicle 12,240.00 30 2820 614500 282000 Dr. Miscellaneous Expense 3,000.00 30 2820 614600 282000 Dr. Pagers 1,004.00 30 2820 617300 282000 Dr. Telephone - Lon Distance 1,500.00 30 2820 617400 282000 Dr. Telephone 8,500.00 30 2820 617500 282000 Dr. Telephone - Cellular 7,200.00 30 2820 618010 282000 Dr. Travel 20,129.00 30 2820 618800 282000 Dr. Utilities 7,800.00 30 2820 653200 282000 Dr. Equipment - Maintenance 6,000.00 30 2820 653500 282000 Dr. Gasoline/Diesel/Oil 28,800.00 30 2820 659500 282000 Dr. Vehicle Maintenance 9600 30 2820 725900 282000 Dr. Professional Fees-Other 16,900.00 30 2820 726800 282000 Dr. Security Services 300.00 30 2820 802030 282000 Dr. Computer Hardware 6,000.00 30 2820 808900 282000 Dr. Vehicle 24,000.00 30 480475 282000 Cr. NTTF -CJD/Fed Funds 579,017.00 30 460500 282000 Cr. Matching Funds 193,008.00 NTTF gran t beginning new year 6/1/99-5/3 1/2000 NDB99 N04 13867 s'_ _a.. ~.a ~ - L...~.s...:3~+31aa..r~W~a~.-~+r ~.L1.•.L ^Lti~-YL~.¢.r.t.\LL~~....-.<ui~ r_+. i a~ - 1 ~1 1 I s 11 • • BRAZOS COUNTY, TEXAS BUDGET AMENDMENTS No. 98/99-25.3 6/8/98 FD DIV ACCT PROJ DR/CR ACCOUNT NAME Increase Decrease 30 2830 616800 283000 Dr. Training 5,000.00 30 2830 618010 283000 Dr. Travel 22,500.00 30 2830 715020 283000 Dr. Rental-Facility 2,500.00 30 2830 725900 283000 Dr. Professional Fees Other 20,000.00 30 480477 283000 Cr. TNCP-Training Program 50,000.00 Brazos County Grant Fund TNCP Training Program To setup the new grant approved to begin 6/1/1999-5/31/2000. This grant is totally funded with Federal funds. Lepar, :pprve 'r 12619.9 ate• ` -d()L .17,gy p BRAZOS COUNTY, TEXAS BUDGET AMENDMENTS No. 98/99-25.4 6/8/98 FD DIV ACCT PROD DR/CR ACCOUNT NAME Increase Decrease 01 221001 802810 DR Equipment-Electronic $ 325.00 01 221001 606000 CR Office Supplies $ 325.00 To transfer funds from the classification of Departmental Support to Capital Improvement Ito provide for the purchase of a VCR for the 272nd District Court. i rr. T/ Prepaced'Byi ~APProved'rBy: Date: date:.::: - i/ - C-= A 61 CONTRACT FOR SERVICES The Brazos Valley Council on Alcohol and Substance Abuse (BVCASA), hereinafter referred to as "BVCASA", and Brazos County, by this agreement and in consideration of the mutual promises set forth below, agree as follows: 1. BVCASA agrees to provide substance abuse assessment and evaluation services to the Brazos County Juvenile Services Department, hereinafter referred to as "Juvenile Services", for probationers or clients detained in the Detention Center of Brazos County Juvenile Services as follows: A. Written substance abuse assessments/evaluations on probationers and/or clients detained in Brazos County Juvenile Detention Center which would include substance abuse history, results of the evaluation, and recommendations; B. Substance abuse assessmentslevaluations will be submitted to Juvenile Services within seven 11) working days from intake of information; C. Additional reports and/or recommendations will be made available, if needed, to satisfy information requests from Juvenile Services or Brazos County Courts; 0. BVCASA will notify the assigned probation officer in the event a probationer fails to report for services located at BVCASA; E. BVCASA agrees to adopt and implement workplace guidelines concerning persons with AIDS and HIV infection and to develop and implement guidelines regarding confidentiality of AIDS and HIV related medical information for employees of BVCASA and for clients, detainees, and residents served by BVCASA, in accordance with the provisions found in Acts 1989, 71" legislature, Ch. 1195, Sections 5.03 and 5.04; F. Charges for written substance abuse assessments/evaluations will be at the rate of $40.00 per assessment; BVCASA will bill Juvenile Services on the last working day of each month for services rendered that month. Payment will be made from Juvenile Services to BVCASA within 45 working days. II. BVCASA agrees to provide additional educational sessions to clients and Staff of Juvenile Services in the following manner: A. BVCASA will conduct a discussion session with all clients in Juvenile Detention at the Juvenile Services Detention Center once weekly; the purpose of such sessions will impart education, information, and referral sources for alcoholism, drug abuse, and related issues surrounding alcohol/drug addiction. Juvenile Services will provide suitable space for the sessions to be held, t- .Y , ~ r r - B. BVCASA will provide eight sessions interventionleducational programs, Finding Options to Ceasel Prevent Use of Substance IFOCUS), and 28 session interventionleducation programs, Teen Intervention Program (TIP), to any client referred from Juvenile Services who meets the eligibility requirement of program admission. An educational program for parents is a component of both of these programs; C. BVCASA will provide educational programs to staff of Juvenile Services, when requested, providing both agencies can mutually agree upon dates, times and locations of such trainings; D. BVCASA will provide quarterly educational programs (Juvenile Alcohol and Drug Awareness and Prevention (JADAP) for all persons on Juvenile Probdtion at the time of quarterly presentations. Parents will be invited to attend the session; E. BVCASA will provide the services in II, A, B, C and D at no charge to Juvenile Services until such time there should be a reduction in funding to BVCASA. III. The venue of this contract is in Brazos County, Texas, and this contract shag be governed by and in accordance with the laws of the State of Texas. IV. This contract may be terminated by either party thirty (30) days subsequent to receipt of written notification by either party. V. This contract shall become void if there is a sufficient reduction in funding to BVCASA which would not permit delivery of the services outlined above. VI. This contract will become effective January 1, 1999, and will terminate December 31, 1999. Date Represents a for Brazos Valley Council on Alcohol and Substance Abuse 5ao~t Dat E. A. Wentrcek, Jr., Director Brazos County Juvenile Services Department /-0-fig Date Alvin W. nes, County J e Brazos County, Texas V 0 L - 1 P A G L . - oc-U, ~ P L. .~a~_ .._~L~ .G... u.-~ ~J. L- W,- -r.a .a.ra....~.-+.K its. •~..wa.C.~...+l+,IwwuJ!r.,.I....+L ~.~lt•.a~. _ 1 0 • BRAZOS COUNTY, TEXAS Section 125 Plan SUMMARY PLAN DESCRIPTION (Restatement effective January 1,1999) l • TABLE OF CONTENTS ARTICLE I DEFINITIONS ARTICLE 11 PARTICIPATION i 2.1 ELIGIBILITY . 2.2 EFFECTIVE DATE OF PARTICIPATION 2.3 APPLICATION TO PARTICIPATE 2.4 TERMINATION OF PARTICIPATION 2.5 CHANGE OF EMPLOYMENT STATUS 2.6 TERMINATION OF EMPLOYMENT 2.7 DEATH ARTICLE 111 CONTRIBUTIONS TO THE PLAN i 3.1 SALARY REDIRECTION 3.2 APPLICATION OF CONTRIBUTIONS 3.3 PERIODIC CONTRIBUTIONS ARTICLE IV BENEFITS 4.1 BENEFIT OPTIONS 4.2 HEALTH CARE REIMBURSEMENT PLAN BENEFIT 4.3 DEPENDENT CARE ASSISTANCE PROGRAM BENEFIT 4.4 HEALTH INSURANCE BENEFIT 4.5 DENTAL INSURANCE BENEFIT I ' - • oZT irQL_-17 • 4 6 GROUP-TERM LIFE INSURANCE BENEFIT 4.7 DISABILITY BENEFIT 4.8 VISION INSURANCE BENEFIT 4.9 HOSPITAL INDEMNITY POLICY 4.10 CASH BENEFIT 4.11 NONDISCRIMINATION REQUIREMENTS ARTICLE V PARTICIPANT ELECTIONS 5.1 INITIAL ELECTIONS 5.2 SUBSEQUENT ANNUAL ELECTIONS 5.3 FAILURE TO ELECT 5.4 CHANGE OF ELECTIONS ARTICLE VI HEALTH CARE REIMBURSEMENT PLAN 6.1 ESTABLISHMENT OF PLAN 6.2 DEFINITIONS 6.3 FORFEITURES 6.4 LIMITATION ON ALLOCATIONS 6.5 NONDISCRIMINATION REQUIREMENTS 6.6 COORDINATION WITH CAFETERIA PLAN 6.7 HEALTH CARE REIMBURSEMENT PLAN CLAIMS ARTICLE VII DEPENDENT CARE ASSISTANCE PROGRAM 7.1 ESTABLISHMENT OF PROGRAM 2 0 VO 5 7.2 DEFINITIONS 7.3 DEPENDENT CARE ASSISTANCE ACCOUNTS 7.4 INCREASES IN DEPENDENT CARE ASSISTANCE ACCOUNTS 7.5 DECREASES IN DEPENDENT CARE ASSISTANCE ACCOUNTS 7.6 ALLOWABLE DEPENDENT CARE ASSISTANCE REIMBURSEMENT 7.7 ANNUAL STATEMENT OF BENEFITS . 7.8 FORFEITURES 7.9 LIMITATION ON PAYMENTS 7.10 NONDISCRIMINATION REQUIREMENTS 7.11 COORDINATION WITH CAFETERIA PLAN 7.12 DEPENDENT CARE ASSISTANCE PROGRAM CLAIMS ARTICLE VIII ERISA PROVISIONS 8.1 CLAIM FOR BENEFITS 8.2 APPLICATION OF BENEFIT PLAN SURPLUS 8.3 NAMED FIDUCIARY 8.4 GENERAL FIDUCIARY RESPONSIBILITIES 8.5 NON-ASSIGNABILITY OF RIGHTS ARTICLE IX ADMINISTRATION 9.1 PLAN ADMINISTRATION 9.2 EXAMINATION OF RECORDS 9.3 PAYMENT OF EXPENSES 9.4 INSURANCE CONTROL CLAUSE 3 ' VV Alms, O L.,~. ..__u._~..._....~W~_s.`..~.~.a.r.s.IDb..,_....u..~~,:4.a~.i._...u~.~~~Y~Y~.+IiJ.~.u.~W.+.wf li~i~.~.. Jy lr_•~.....S...a_1..w • • 0 9.5 INDEMNIFICATION OF ADMINISTRATOR ARTICLE X AMENDMENT OF TERMINATION OF PLAN 10.1 AMENDMENT 10.2 TERMINATION ARTICLE XI MISCELLANEOUS 11.1 PLAN INTERPRETATION 11.2 GENDER AND NUMBER 11.3 WRITTEN DOCUMENT 11.4 EXCLUSIVE BENEFIT 11.5 PARTICIPANTS RIGHTS 11.6 ACTION BY THE EMPLOYER 11.7 EMPLOYER'S PROTECTIVE CLAUSES 11.8 NO GUARANTEE OF TAX CONSEQUENCES 11.9 INDEMNIFICATION OF EMPLOYER BY PARTICIPANTS 11.10 FUNDING 11.11 GOVERNING LAW 11.12 SEVERABILITY 11.13 CAPTIONS 11.14 CONTINUATION OF COVERAGE 4 -7 P7 ARTICLE I DEFINITIONS 1.1 "Administrator" means the individual(s) or corporation appointed by the Employer to cant' out the administration of the Plan. In the event the Administrator has not been appointed, or resigns from prior appointment, the Employer shall be deemed to be the Administrator. 1.2 "Affiliated Employer" means the Employer and any corporation which is a member of a controlled group of corporations (as defined in Code Section 414(b)) which includes the Employer; any trade or business (whether or not incorporated) which is under common control (as defined in Code Section 414(c)) with the Employer; any organization (whether or not incorporated) which is a member of an affiliated service group (as defined in Code Section 414(m)) which includes the Employer; and any other entity required to be aggregated with the Employer pursuant to Treasury regulations under Code Section 414(0). 1.3 "Benefit" means any of the optional benefit choices available to a Participant as outlined in Section 4.1. 1.4 "Cafeteria Plan Benefit Dollars" means the amount available to Participants, pursuant to Article III, to purchase Benefits. Each dollar contributed to this Plan shall be converted into one Cafeteria Plan Benefit Dollar. 1.5 "Code" means the Internal Revenue code of 1986, as amended or replaced from time to time. 1.6 "Compensation" means the total cash remuneration received by the Participant from the Employer, during a Plan Year prior to any reductions pursuant to a Salary Redirection Agreement authorized hereunder. Compensation shall include any overtime, commissions and bonuses. 1.7 "Dependent" means any individual who qualifies as a dependent under an Insurance Contract or under Code Section 152 (as modified by Code Section 105(b)). 1.8 "Effective Date" means March 1, 1987 for the adoption of the Plan. For this restatement and amendment of the Plan it means January 1, 1999. 1.9 "Election Period" means the period immediately preceding the beginning of each Plan Year established by the Administrator for the election of Benefits and Salary Redirections, such period to be applied on a uniform and nondiscriminatory basis for all Employees and Participants. However, an Employee's initial Election Period shall be determined pursuant to Section 5.1. 1.10 "Eligible Employee" means any Employee who has satisfied the provisions of Section S jjU AU I I .2 1. 1 11 "Employee" means any person who is employed by the Employer, but excludes any person who is employed as an independent contractor. However, any Employee who is a "part-time" Employee shall not be eligible to participant in this Plan. A "part-time" Employee who works, or is expected to work on a regular basis, less than 32 hours a week and is designated as a part-time employee on the Employer's personnel records. 1.12 "Employer' means Brazos County and any successor which shall maintain this Plan; and any predecessor which has maintained this Plan. 1.13 "ERISA" means the Employee Retirement Income Security Act of 1974, as amended from time to time. 1.14 "Highly Compensated Employee" means, for the purposes of determining discrimination, an Employee described in Code Section 414(q) and the Treasury regulations thereunder. 1.15 "Insurance Contract" means any contract issued by an insurer underwriting a Benefit. 1.16 "Insurance Premium Payment Plan" means the plan of benefits contained in Section 4.1 of this Plan, which provides for the payment of Premium Expenses. 1.17 "Insurer' means any insurance company that underwrites a Benefit under this Plan. • 1.18 "Key Employee" means an Employee defined in Code Section 416(1)(1) and the Treasury regulations thereunder. 1.19 "Participant" means any Eligible Employee who elects to become a Participant pursuant to Section 2.3 and has not for any reason become ineligible to participate further in the Plan. 1.20 "Plan" means this instrument, including all amendments thereto. 1.21 "Plan Year" means the period beginning March 1, 1987 and ended September 31, 1987 the first plan year. Subsequent Plan Years from 1987 through 1993 began September 1st and ended August 31, 1994. For 1994 the Plan Year began September 1st and ended December 31, 1994. In subsequent plan years it shall mean January 1st thru December 31st. In the event a Participant commences participation during a Plan Year, then the initial period shall be that portion of the Plan Year commencing on such Participant's date of entry and ending on the last day of such Plan Year. 1.22 "Premium Expenses" or "Premiums" mean the Participant's cost for the insured Benefits described in Section 4.1 6 t~ ..4 I 1.23 "Premium Reimbursement Account" means the account established for a Participant pursuant to this Plan to which part of. his/her Cafeteria Plan Benefit Dollars may be allocated and from which Premiums of the Participant may be paid or reimbursed. If more than one type of insured Benefit is elected, sub-accounts shall be established for each type of insured Benefit. 1.24 "Salary Redirection" means the contributions made by the Employer on behalf of Participants pursuant to Section 3.1. These contributions shall be converted to Cafeteria Plan Benefit Dollars and allocated to the funds or accounts established under the Plan pursuant to the Participants elections made under Article V. 1.25 "Salary Redirection Agreement" or "Salary Reduction Agreement" means an agreement between the Participant and the Employer under which the Participant agrees to reduce his/her Compensation or to forego all or part of the increases in such Compensation and to have such amounts contributed by the Employer to the Plan on the Participant's behalf. The Salary Redirection Agreement shall apply only to Compensation that has not been actually or constructively received by the Participant as of the date of the agreement (after taking this Plan and Code Section 125 into account) and, subsequently does not become currently available to the Participant. 1.26 "Spouse" means the legally married husband or wife of a Participant, unless legally divorced by court decree. ARTICLE II PARTICIPATION 2.1 ELIGIBILITY Any Eligible Employee shall be eligible to participate hereunder as of the 1st of the month following 30 days of active full-time employment (or the Effective Date of the Plan, if later). If a former Participant is rehired during the same period in which termination of employment occurs, and such former Participant had revoked existing Benefit elections and terminated the receipt of Benefits at the time of termination of employment, then such rehired former Participant shall be prohibited from making new Benefit elections for the remaining portion of the period. 2.2 EFFECTIVE DATE OF PARTICIPATION An Eligible Employee shall become a Participant effective as of the date of the first month's salary redirection, the provisions of which are specifically incorporated herein by reference. 2.3 APPLICATION TO PARTICIPATE An Employee who is eligible to participate in this Plan shall, during the applicable Election Period, complete an Election of Benefits and Salary Redirection Agreement form which the 7 t /--1-1 I • 0i Administrator shall furnish to the Employee. The Participant's election should be for the Plan Year during which he wishes to participate in this Plan. Any such Salary Redirection Agreement shall be effective for the first pay period beginning on or after the Employee's effective date of participation pursuant to Section 2.2. The election and redirection made on such form shall be irrevocable until the end of the applicable Plan Year unless the Participant is entitled to change his/her Benefit elections pursuant to Section 5.4 hereof. 2.4 TERMINATION OF PARTICIPATION A Participant shall no longer participate in this Plan upon the occurrence of any of the following events: (a) His/her termination of employment, subject to the provisions of Section 2.6; (b) The end of the Plan Year during which he became a limited Participant because of a change in employment status pursuant to Section 2.5; (c) His/her death, subject to the provisions of Section 2.7; or (d) The termination of this Plan, subject to the provisions of Section 10.2. 2.5 CHANGE OF EMPLOYMENT STATUS If a Participant ceases to be an Eligible Employee because of a change in employment status or classification (other than through termination of employment), the Participant shall become a limited Participant in this Plan for the remainder of the Plan Year in which such change of employment status occurs. As a limited Participant, no further Salary Redirection may be made on behalf of the Participant, and, except as otherwise provided herein, all further Benefit elections shall cease, subject to the limited Participant's right to continue coverage under any Insurance Contracts. However, any balances in the limited Participant's Health Care Reimbursement Fund or Dependent Care Assistance Account may be used during such Plan Year to reimburse the limited Participant for any allowable Medical Expenses or Employment-Related Dependent Care Expenses incurred during the Plan Year. Subject to the provisions of Section 2.6, if the limited Participant later becomes an Eligible Employee, then the limited Participant may again become a full Participant in this Plan, provided he otherwise satisfies the participation requirements set forth in this Article II as if he were a new Employee and made an election in accordance with Section 5.1. 2.6 TERMINATION OF EMPLOYMENT If a Participant terminates employment with the Employer for any reason other than death, his/her participation in the Plan shall be governed in accordance with the following: (a) With regard to Benefits which are insured, the Participant's participation In the Plan 8 Vu ) ~ .kL , , dm i s F I shall cease, subject to the Participant's right to continue coverage under any Insurance Contract for which premiums have already been paid. (b) With regard to the Dependent Care Assistance Program, the Participant's participation in the Plan shall cease and no further Salary Redirection contributions shall be made. However, such Participant may submit claims for employment related Dependent Care Expense reimbursements for the remainder of the Plan Year in which such termination occurs, based on the level of his/her Dependent Care Assistance Account as of his/her date of termination. (c) With regard to the Health Care Reimbursement Plan, the Participant's participation in the Plan shall cease and no further Salary Redirection contributions shall be made. However, such Participant may submit claims for expenses incurred during the portion of the Plan Year preceding his/her date of termination. (d) In the event a Participant terminates his/her participation in the Health Care Reimbursement Plan during the Plan Year, if Salary Redirections are made other than on a pro rata basis, upon termination the Participant shall be entitled to a reimbursement for any Salary Redirection previously paid for coverage or benefits relating to the period after the date of the Participant's separation from service regardless of the Participant's claims or reimbursements as of such date. (e) This Section shall be applied and administered consistent with such further rights a Participant and his/her Dependents may acquire pursuant to Code Section 49808 and Section 11.14 of the Plan. 2.7 DEATH If a Participant dies, his/her participation in the Plan shall cease. However, such Participant's beneficiaries, or the representative of his/her estate, may submit claims for expenses or benefits for the remainder of the Plan Year or until the Cafeteria Plan Benefit Dollars allocated to each specific benefit are exhausted. A Participant may designate a specific beneficiary for this purpose. If no such beneficiary is specified, the Administrator may designate the Participant's Spouse, one of his/her Dependents or a representative of his/her estate. ARTICLE 111 CONTRIBUTIONS TO THE PLAN 3.1 SALARY REDIRECTION Benefits under the Plan shall be financed by Salary Redirections sufficient to support Benefits that a Participant has elected hereunder and to pay the Participant's Premium Expenses. The salary administration program of the Employer shall be revised to allow each Participant to agree to reduce his/her pay during a Plan Year by an amount 9 a /1----\ It C7 determined necessary to purchase the elected Benefit. The amount of such Salary Redirection shall be specified in the Salary Redirection Agreement (or Salary Reduction Agreement) and shall be applicable for a Plan Year. Notwithstanding the above, for new Participants, the Salary Redirection Agreement shall only be applicable from the first day of the pay period following the Employee's entry date up to and including the last day of the Plan Year These contributions shall be converted to Cafeteria Plan Benefit Dollars and allocated to the funds or accounts established under the Plan pursuant to the Participant's elections made under Article V. Any Salary Redirection shall be determined prior to the beginning of a Plan Year (subject to initial elections pursuant to Section 5.1) and prior to the end of the Election Period and shall be irrevocable for such Plan Year. However, a Participant may revoke a Benefit election or a Salary Redirection Agreement after the Plan Year has commenced and make a new election and/or Salary Redirection Agreement with respect to the remainder of the Plan Year, if both the revocation and the new election are on account of and consistent with a change in family status and such other permitted events as determined under Article V of the Plan and consistent with the rules and regulations of the Department of the Treasury. Salary Redirection amounts shall be contributed on a pro rata basis for each pay period during the Plan Year. All individual Salary Redirection Agreements (or Salary Reduction Agreements) are deemed to be part of this Plan and incorporated by reference hereunder. • 3.2 APPLICATION OF CONTRIBUTIONS As soon as reasonably practical after each payroll period, the Employer shall apply the Salary Redirection to provide the Benefits elected by the affected Participants. Any contributions made or withheld for the Health Care Reimbursement Fund or Dependent Care Assistance Account shall be forwarded to the Administrator to be credited to such fund or account. Amounts designated for the Participant's Premium Expense Reimbursement Account shall likewise be forwarded to the Administrator to be credited to such account for the purpose of paying Premium Expenses. 3.3 PERIODIC CONTRIBUTIONS Notwithstanding the requirement provided above and in other Articles of this Plan that Salary Redirections be contributed to the Plan by the Employer on behalf of an Employee on a level and pro rata basis for each payroll period, the Employer and Administrator may implement a procedure in which Salary Redirections are contributed throughout the Plan Year on a periodic basis that is not pro rata for each payroll period. However, with regard to the Health Care Reimbursement Plan, the payment schedule for the required contributions may not be based on the rate or, amount of reimbursements during the Plan Year. In the event Salary Redirections are not made on a pro rata basis, upon termination of participation, a Participant may be entitled to a refund of such Salary Redirections pursuant to Section 2.6. 10 r~ / i 'Y I ARTICLE IV 1 BENEFITS i 4.1 BENEFIT OPTIONS Each Participant may elect to have the amount of his/her Cafeteria Plan Benefit Dollars applied to any one or more of the following optional Benefits (if selected by the employer as indicated by the Adoption Agreement and Summary Plan Description of the Plan): (1) Health Care Reimbursement Plan (2) Dependent Care Assistance Program (3) Insurance Premium Payment Plan (1) Health Insurance Benefit (ii) Dental Insurance Benefit (iii) Group-Term Life Insurance Benefit (iv) Disability and/or Accident Insurance Benefit (v) Vision Insurance Benefit (vi) Cancer Insurance (4) Cash Benefit 4.2 HEALTH CARE REIMBURSEMENT PLAN BENEFIT Each Participant may elect coverage under the Health Care Reimbursement Plan option, in which case Article VI shall apply. 4.3 DEPENDENT CARE ASSISTANCE PROGRAM BENEFIT Each Participant may elect coverage under the Dependent Care Assistance Program option, in which case Article VII shall apply. 4.4 HEALTH INSURANCE BENEFIT (a) Each Participant may elect to be covered under a health and hospitalization Insurance Contract for the Participant, his or her spouse, and his or her Dependents. i 11 u h, WO! r•. 1 • (b) The Employer may select suitable health and hospitalization Insurance Contracts for use in providing this health insurance benefit, which policies will provide uniform benefits for all Participants electing this Benefit. (c) The rights and conditions with respect to the benefits payable from such health and hospitalization Insurance Contract shall be determined therefrom, and such Insurance Contract shall be incorporated herein by reference. 4.5 DENTAL INSURANCE BENEFIT (a) Each Participant may elect to be covered under the Employer's dental Insurance Contract. In addition, the Participant may elect either individual or family coverage under such Insurance Contract. (b) The Employer may select suitable dental Insurance Contracts for use in providing this dental insurance benefit, which policies will provide uniform benefits for all Participants electing this Benefit. (c) The rights and conditions with respect to the benefits payable from such dental Insurance Contract shall be determined therefrom, and such dental Insurance Contract shall be incorporated herein by reference. 4.6 GROUP-TERM LIFE INSURANCE BENEFIT • (a) Each Participant may elect to be covered by the Employers group-term life Insurance Contract. However, the amount of coverage hereunder on behalf of any Participant may not exceed the lesser of 3 times such Participant's Compensation or $50,000. (b) The Employer may select suitable group-term life Insurance Contracts for use in providing this group-term life insurance benefit, which policies will provide benefits for all Participants electing this benefit on a uniform basis. (c) The rights and conditions with respect to the benefits payable from such group-term life Insurance Contract shall be determined therefrom, and such group-term life Insurance Contract shall be incorporated herein by reference. 4.7 DISABILITY AND/OR ACCIDENT BENEFIT (a) Each Participant may elect to be covered by the Employers Disability and/or Accident Insurance Contracts. (b) The Employer may select suitable Disability and/or Accident Insurance Contracts for use in providing this Disability and/or Accident Benefit. The Disability and/or Accident Insurance Contracts may provide for long-term or short-temp coverage. 12 • Vol. / i (c) The rights and conditions with respect to the Benefits payable from such Disability and/or Accident Insurance Contract shall be determined therefrom, and such Disability and/or Accident Insurance Contract shall be incorporated herein by reference. 4.8 VISION INSURANCE BENEFIT (a) Each Participant may elect to be covered under the Employers Vision Insurance Contract. In addition, the participant may elect either individual or family coverage. (b) The rights and conditions with respect to the benefits payable from such vision Insurance Contract shall be determined therefrom, and such Vision Insurance Contract shall be incorporated herein by reference. 4.9 CANCER INSURANCE POLICY (a) Each Participant may elect to be covered under the Employers Cancer Insurance policy. In addition, the Participant may elect either individual or family coverage. (b) The rights and conditions with respect to the benefits payable from such Cancer Insurance policy shall be determined therefrom, and such cancer insurance policy shall be incorporated herein by reference. 4.10 CASH BENEFIT If a Participant fails to make any election of Benefit options or does not elect any Salary Redirections, such Participant shall be deemed to have chosen the Cash Benefit as his/her sole Benefit option. S 4.11 NONDISCRIMINATION REQUIREMENTS (a) It is the intent of this Plan to provide benefits to a classification of employees which the Secretary of the Treasury finds not to be discriminatory in favor of the group in whose favor discrimination may not occur under Code Section 125. (b) It is the intent of this Plan not to provide qualified benefits as defined under Code Section 125 to Key Employees in amounts that exceed 25% of the aggregate of such Benefits provided for all Eligible Employees under the Plan. For purposes of the preceding sentence, qualified benefits shall not include benefits which (without regard to this paragraph) are includable in gross income. (c) If the Administrator deems it necessary to avoid discrimination or possible taxation to Key Employees or a group of employees in whose favor discrimination may not occur in violation of Code Section 125, it may, but shall not be required to, reject any election or reduce contributions or non-taxable Benefits in order to assure compliance with this Section. Any act taken by the Administrator under this Section shall be carried out in a 13 • uniform and nondiscriminatory manner If the Administrator decides to reject any election or reduce contributions or non-taxable Benefits, it shall be done in the following manner. First, the non-taxable Benefits of the affected Participant (either an employee who is highly compensated or a Key Employee, whichever is applicable) who has elected the highest amount of non-taxable benefits will be reduced until the discrimination tests set forth in this Section are satisfied or until the amount of his/her non-taxable Benefits equals the non-taxable Benefits of the affected Participant who has elected the second highest amount of non-taxable Benefits. This process shall continue until the nondiscrimination tests set forth in this Section are satisfied. With respect to any affected Participant who has had Benefits reduced pursuant to this Section, the reduction shall be made proportionately among non-insured Benefits, and once all non-insured Benefit are expended, proportionately among insured Benefits. Contributions which are not utilized to provide Benefits to any Participant by virtue of any administrative act under this paragraph shall be forfeited and deposited into the benefit plan surplus. ARTICLE V PARTICIPANT ELECTIONS • 5.1 INITIAL ELECTIONS An Employee who meets the eligibility requirements of Section 2.1 on the first day of, or during, a Plan Year may elect to participate in this Plan for all or the remainder of such Plan Year, provided he elects to do so before his/her effective date of participation pursuant to Section 2.2. However, if such Employee does not complete an Election of Benefits and Salary Redirection Agreement form and deliver it to the Administrator before such date, his/her Election Period shall extend 30 calendar days after such date, or for such further period as the Administrator shall determine and apply on a uniform and nondiscriminatory basis. However, any election during the extended 30-day election period pursuant to this Section 5.1 shall not be effective until the first pay period following the later of such Participant's effective date of participation pursuant to Section 2.2 or the date of the receipt of the election form by the Administrator, and shall be limited to the Benefit expenses incurred for the balance of the Plan Year for which the election is made. 5.2 SUBSEQUENT ANNUAL ELECTIONS During the Election Period prior to each subsequent Plan Year, each Participant shall be given the opportunity to elect, on an election of benefits form to be provided by the Administrator, which Benefit options he wishes to select and purchase with his/her Cafeteria Plan Benefit Dollars. Any such election shall be effective for any Benefit expenses incurred during the Plan Year which follows the end of the Election Period. With regard to Subsequent annual elections, the following options shall apply: (a) A Participant or Employee who failed to initially elect to participate may elect different or new Benefits under the plan during the Election Period; 14 • (b) A Participant may terminate his/her participation in the Plan by notifying the Administrator in writing during the Election Period that he does not want to participate in the plan for the next Plan Year; (c) An employee who elects not to participate for the Plan Year following the Election Period will have to wait until the next Election Period before again electing to participate in the Plan. 5.3 FAILURE TO ELECT Any Participant who fails to complete a new benefit election form pursuant to Section 5.2 by the end of the applicable Election Period shall be treated In the following manner. (a) With regard to Benefits available under the Plan that are non-insured and for which no Premium Expenses apply, such Participant shall be deemed to have elected not to participate in the Plan for the upcoming Plan Year. No further Salary Redirections shall therefore be authorized or made for the subsequent Plan Year for such non-insured Benefits. (b) With regard to Benefits available under the Plan that are insured and for which Premium Expenses apply, such Participant shall be deemed to have made the same Benefit elections as are then In effect for the current Plan Year. The Participant shall also be deemed to have elected Salary Redirection in an amount necessary to purchase such insured Benefit options. 5.4 CHANGE OF ELECTIONS (a) Any Participant may change a Benefit election after the Plan Year (to which such election relates) has commenced and make new elections with respect to the remainder of such Plan Year if the changes are necessitated by and are consistent with a change in family status which is acceptable under rules and regulations adopted by the Department of the Treasury. Benefit election changes are consistent with family status changes only if the election changes are necessary or appropriate as a result of the family status change. Any new election under this Section 5.4 shall be effective at such time as the Administrator shall prescribe, but not earlier than the first pay period beginning after the election form is completed and returned to the Administrator. Any Participant desiring to make a change of election(s) must notify and make such election(s) within 60 days of an eligible event. For the purposes of this paragraph, the following events shall be considered examples of a change in family status: (1) the marriage or divorce of the Participant; (2) the birth or adoption of a child by the Participant; 15 VOL,J!.PAGL-.~9 (3) the death of the Participant's spouse or a Dependent; (4) the termination or commencement of employment of the Participant's spouse, (5) the switching from part-time to full-time employment status (or from full-time to part-time status) by the Participant or the Participant's spouse; (6) the taking of an unpaid leave of absence by the Participant or the Participant's spouse; or (7) a significant change in health coverage attributable to the spouse's employment. (b) If the Premium Expense under a health insurance Benefit provided by an independent, third-party provider under the Plan increases or decreases during a Plan Year, then the Plan shall automatically increase or decrease, as the case may be, the Salary Redirections of all affected Participants for such health insurance Benefit. Alternatively, if the Premium Expense increases significantly, the administrator shall permit the affected Participants to either make corresponding changes in their Premium payments or revoke their elections and, in lieu thereof, receive on a prospective basis coverage under another health plan with similar coverage. In addition, if the coverage under a health insurance Benefit provided by an independent, third-party provider is significantly curtailed or ceases during a Plan Year, affected Participant's may revoke their elections of such health insurance Benefit and, in lieu thereof, elect to receive on a prospective basis coverage under another health plan with similar coverage. ARTICLE VI HEALTH CARE REIMBURSEMENT PLAN 6.1 ESTABLISHMENT OF PLAN This Health Care Reimbursement Plan is intended to qualify as a medical reimbursement plan under Code Section 105 and shall be interpreted in a manner consistent with such Code Section and the Treasury regulations thereunder. Participants who elect to participate in this Health Care Reimbursement Plan may submit claims for the reimbursement of Medical Expenses. All amounts reimbursed under this Health Care Reimbursement Plan shall be periodically paid from amounts allocated to the Health Care Reimbursement Fund. Periodic payments reimbursing Participants from the Health Care Reimbursement Fund shall in no event occur less frequently than monthly. 6.2 DEFINITIONS For the purposes of this Article and the Cafeteria Plan, the terns below have the following meaning: 16 if UL -.PAU (a) "Health Care Reimbursement Fund" means the fund established for Participants pursuant to this Plan to which part of their Cafeteria Plan Benefit Dollars may be allocated and from which all allowable Medical Expenses may be reimbursed. (b) "Health Care Reimbursement Plan" means the plan of benefits contained in this Article, which provides for the reimbursement of eligible Medical Expenses incurred by a Participant or his/her Dependents. (c) "Highly Compensated Participant" means, for the purposes of this Article and determining discrimination under Code Section 105(h), a participant who is: (1) one of the 5 highest paid officers; (2) a shareholder who owns (or is considered to own applying the rules of Code Section (318) more than 10 percent in value of the stock of the Employer; or (3) among the highest paid 25 percent of all Employees (other than exclusions permitted by Code Section 105(h)(3)(B) for those individuals who are not Participants). (d) "Medical Expenses" means any expense for medical care within the meaning of the term "medical care" or "medical expense" as defined in Code Section 213 and the rulings and Treasury regulations thereunder, and not otherwise used by the Participant as a deduction in determining his/her tax liability under the Code. However, a Participant may not be reimbursed for the cost of other health coverage such as premiums paid under plans maintained by the employer of the Participantrs spouse or individual policies maintained by the Participant or his/her spouse or Dependent. (e) The definitions of Article I are hereby incorporated by reference to the extent necessary to interpret and apply the provisions of this Health Care reimbursement Plan. 6.3 FORFEITURES The amount in the Health Care Reimbursement Fund as of the end of any Plan Year (and after the processing of all claims for such Plan Year pursuant to Section 6.7 hereof) shall be forfeited and credited to the benefit plan surplus. In such event, the Participant shall have no further claim to such amount for any reason, subject to Section 8.2. 6.4 LIMITATION ON ALLOCATIONS Notwithstanding any provision contained in this Health Care Reimbursement Plan to the contrary, no more than $2,500.00 may be allocated to the Health Care Reimbursement Fund by a Participant in or on account of any Plan Year. 17 7D It ~---~~_...~.~..:.ca..=,..`:.~...arm.t.~~...snn..:.~.Y_.e.~...._~~..,.~...~_,_..~ • 6 5 NONDISCRIMINATION REQUIREMENTS (a) It is the intent of this Health Care Reimbursement Plan not to discriminate in violation of the Code and the Treasury regulations thereunder. (b) If the Administrator deems it necessary to avoid discrimination under this Health Care Reimbursement Plan, it may, but shall not be required to, reject any elections or reduce contributions or Benefits in order to assure compliance with this Section. Any act taken by the Administrator under this Section shall be carried out in a uniform and nondiscriminatory manner. If the Administrator decides to reject any elections or reduce contributions or Benefits, it shall be done in the following manner. First, the Benefits designated for the Health Care Reimbursement Fund by the member of the group in whose favor discrimination may not occur pursuant to Code Sections 105 or 125 that elected to contribute the highest amount to the fund for the Plan Year shall be reduced until the nondiscrimination tests set forth in this Section or the Code are satisfied, or until the amount designated for the fund equals the amount designated for the fund by the next member of the group in whose favor discrimination may not occur pursuant to Code Sections 105 or 125 who has elected the second highest contribution to the Health Care Reimbursement Fund for the Plan Year. This process shall continue until the nondiscrimination tests set forth in this Section or the Code are satisfied. Contributions which are not utilized to provide Benefits to any Participant by virtue of any administrative act under this paragraph shall be forfeited and credited to the benefit plan surplus. 6.6 COORDINATION WITH CAFETERIA PLAN • All Participants under the Cafeteria Plan are eligible to receive Benefits under this Health Care Reimbursement Plan. The enrollment under the Cafeteria Plan shall constitute enrollment under this Health Care Reimbursement Plan. In addition, other matters concerning contributions, elections and the like shall be governed by the general provisions of the Cafeteria Plan. 6.7 HEALTH CARE REIMBURSEMENT PLAN CLAIMS (a) All Medical Expenses incurred by a Participant shall be reimbursed during the Plan Year subject to 2.6, even though the submission of such a claim occurs after his/her participation hereunder ceases; but provided that the Medical Expenses were incurred during the applicable Plan Year. (b) The Administrator shall direct the reimbursement to each eligible Participant for all allowable Medical Expenses, up to a maximum of the amount designated by the Participant for the Health Care Reimbursement Fund for the Plan Year. Reimbursements shall be made available to the Participant throughout the year without regard to the level of Cafeteria Plan Benefit Dollars which have been allocated to the fund at any given point in time. Furthermore, a Participant shall be entitled to reimbursements only for amounts in excess of any payments or other reimbursements under any health care plan covering the 18 • I ifUl...~-.J'Ati~. ~~--a. Participant and/or his/her Spouse or Dependents. (c) Claims for the reimbursement of Medical Expenses incurred in any Plan Year shall be paid as soon after a claim has been filed as is administratively practicable; provided however, that if a Participant fails to submit a claim within the 90 day period immediately following the end of the Plan Year, those Medical Expense claims shall not be considered for reimbursement by the Administrator. (d) Reimbursement payments under this Plan shall be made directly to the Participant. However, at the discretion of the participant and Administrator, payments may be made directly to the service provider. The application for payment or reimbursement shall be made to the Administrator on an acceptable form within a reasonable time of incurring the debt or paying for the service. The application shall include a written statement from an independent third party stating that the Medical Expense has been incurred and the amount of such expense. Furthermore, the Participant shall provide a written statement that the Medical Expense has not been reimbursed or is not reimbursable under any other health plan coverage and, if reimbursed from the Health Care Reimbursement Fund, such amount will not be claimed as a tax deduction. The Administrator shall retain a file of all such applications. ARTICLE VII DEPENDENT CARE ASSISTANCE PROGRAM 7.1 ESTABLISHMENT OF PROGRAM This Dependent Care Assistance Program is intended to qualify as a program under Code Section 129 and shall be interpreted in a manner consistent with such Code Section. Participants who elect to participate in this program may submit claims for the reimbursement of Employment-Related Dependent Care Expenses. All amounts reimbursed under this Dependent Care Assistance Program shall be paid from amounts allocated to the Participant's Dependent Care Assistance Account. 7.2 DEFINITIONS For the purposes of this Article and the Cafeteria Plan the terms below shall have the following meaning: (a) "Dependent Care Assistance Account" means the account established for a Participant pursuant to this Article to which part of his/her Cafeteria Plan Benefit Dollars may be allocated and from which Employment-Related Dependent Care Expenses of the Participant may be reimbursed. (b) "Dependent Care Assistance Program" means the program of benefits contained in this Article, which provides for the reimbursement of eligible expenses for the care of the Qualifying Dependents of Participants. 19 W U n Aid. L q sL 16 b.~. _ _ .1..._ _ .......•a.a ~.a.._~i L. ..out....c 1/2j:b..4A. .--a.. _ _ • (c) "Earned Income" means earned income as defined under Code Section 32(c)(2), but excluding such amounts paid or incurred by the Employer for dependent care assistance to the Participant. (d) "Employment-Related Dependent Care Expenses" means the amounts paid for expenses of a Participant for those services which if paid by the Participant would be considered employment related expenses under Code Section 21(b)(2). Generally, they shall include expenses for household services or for the care of a Qualifying Dependent, to the extent that such expenses are incurred to enable the Participant to be gainfully employed for any period for which there are one or more Qualifying Dependents with respect to such Participant. The determination of whether an amount qualifies as an Employment-Related Dependent Care Expense shall be made subject to the following rules: (1) If such amounts are paid for expenses incurred outside the Participant's household, they shall constitute Employment-Related Dependent Care Expenses only if incurred for a Qualifying Dependent as defined in Section 7.2(f)(1) (or deemed to be, as described in Section 7.2(f)(1) pursuant to Section 7.2(f)(3)), or for a Qualifying Dependent as defined in Section 7.2(f)(2) (or deemed to be, as described in Section 7.2(f)(2) pursuant to Section 72(f)(3))who regularly spends at least 8 hours per day in the Participant's household; ~J (2) If the expense is incurred outside the Participant's home at a facility that provides care for a fee, payment, or grant for more than 6 individuals who do not regularly reside at the facility, the facility must comply with all applicable state and local laws and regulations, including licensing requirements, if any; and (3) Employment-Related Dependent Care Expenses of Participant shall not include amounts paid or incurred to a child of such Participant who is under the age of 19 or to an individual who is a dependent of such Participant or such Participant's Spouse. (e) "Highly Compensated Employee" means an Employee who is a highly compensated employee within the meaning of Code Section 414(q) and the Treasury regulations thereunder. (f) "Qualifying Dependent" means, for Dependent Care Assistance Program purposes, (1) a Dependent of a Participant who is under the age of 13, with respect to whom the Participant is entitled to an exemption under Code Section 129(c); (2) a Dependent or the Spouse of a Participant who is physically or mentally incapable of caring for himself or herself; or (3) a child that is deemed to be a Qualifying Dependent described in paragraph (1) or (2) above, whichever is appropriate, pursuant to Code Section 21(e)(5). 20 if . (g) The definitions of Article 1 are hereby incorporated by reference to the extent necessary to interpret and apply the provisions of this Dependent Care Assistance Program. 7.3 DEPENDENT CARE ASSISTANCE ACCOUNTS The Administrator shall establish a Dependent Care Assistance Account for each Participant who elects to apply Cafeteria Plan Benefit Dollars to Dependent Care Assistance Program benefits. 7.4 INCREASES IN DEPENDENT CARE ASSISTANCE ACCOUNTS A Participant's Dependent Care Assistance Account shall be increased each pay period by the portion of Cafeteria Plan Benefit Dollar that he has elected to apply toward his/her Dependent Care Assistance Account pursuant to elections made under Article V hereof. i 7.5 DECREASES IN DEPENDENT CARE ASSISTANCE ACCOUNTS A Participant's Dependent Care Assistance Account shall be reduced by the amount of any Employment-Related Dependent Care Expense reimbursements paid or incurred on behalf of a Participant pursuant to Section 7.12 hereof. 7.6 ALLOWABLE DEPENDENT CARE ASSISTANCE REIMBURSEMENT Subject to limitations contained in Section 7.9 of this Program, and to the extent of the amount contained in the Participant's Dependent Care Assistance Account, a Participant who incurs Employment-Related Dependent Care Expenses shall be entitled to receive from the Employer full reimbursement for the entire amount of such expenses incurred during the Plan Year or portion thereof during which he is a Participant. 7.7 ANNUAL STATEMENT OF BENEFITS On or before January 31st of each calendar year, the Employer shall furnish to each Employee who was a Participant and received benefits under Section 7.6 during the prior calendar year, a statement of all such benefits paid to or on behalf of such Participant during the prior calendar year. 7.8 FORFEITURES The Amount in a Participant's Dependent Care Assistance Account as of the end of any Plan Year (and after the processing of all claims for such Plan Year pursuant to Section 7.12 hereof) shall be forfeited and credited to the benefit plan surplus. In such event, the Participant shall have no further claim to such amount for any reason. 21 j(UL 44 am. 7►!. _ ♦ ~ .u.~..~ ~._..._....u_~....a..+.w..u...`♦L+fS.♦....iY.~.~w.. ~.~fCU.A=~.. n1r _~.Ir.. ~..a i. 7 9 LIMITATION ON PAYMENTS 11 Notwithstanding any provision contained in this Article to the contrary, amounts paid from a Participant's Dependent Care Assistance Account in or on account of any taxable year of the Participant shall not exceed the lesser of the Earned Income limitation described in Code Section 129(b) or $5,000 ($2,500 if a separate tax return is filed by a Participant who is married as determined under the rules of paragraphs (3) and (4) of Code Section 21(3)). 7.10 NONDISCRIMINATION REQUIREMENTS (a) It is the intent of this Dependent Care Assistance Program that contributions or benefits not discriminate in favor of Highly Compensated Employees or their Dependents, as prohibited by Code Section 129(d) (b) It is the intent of this Dependent Care Assistance Program that not more than 25 percent of the amounts paid by the Employer for dependent care assistance during the Plan Year will be provided for the class of individuals who are shareholders or owners (or their Spouses or Dependents), each of whom (on any day of the Plan Year) owns more than 5 percent of the stock or of the capital or profits interest in the Employer. (c) If the Administrator deems it necessary to avoid discrimination or possible taxation to Highly Compensated Employees defined under Section 7.2(e) or to principal shareholders or owners as set forth in this Section, it may, but shall not be required to, reject any election or reduce contributions or non-taxable benefits in order to assure compliance with this Section. Any act taken by the Administrator under this Section shall be carried out in a uniform and nondiscriminatory manner. If the Administrator decides to reject any elections or reduce contributions or Benefits, it shall be done in the following manner. First, the Benefits designated for the Dependent Care Assistance Account by the Highly Compensated Employee that elected to contribute the highest amount to such account for the Plan Year shall be reduced until the nondiscrimination tests set forth in this Section are satisfied, or until the amount designated for the account equals the amount designated for the account of the Highly Compensated Employee who has elected the second highest contribution to the Dependent Care Assistance Account for the Plan Year. This process shall continue until the nondiscrimination tests set forth in this Section are satisfied. Contributions which are not utilized to provide Benefits to any Participant by virtue of any administrative act under this paragraph shall be forfeited. 7.11 COORDINATION WITH CAFETERIA PLAN All Participants under the Cafeteria Plan are eligible to receive benefits under this Dependent Care Assistance Program. The enrollment and termination of participation under the Cafeteria Plan shall constitute enrollment and termination of participation under this Dependent Care Assistance Program. In addition, other matters concerning contributions, elections and the like shall be governed by the general provisions of the Cafeteria Plan. 22 7.12 DEPENDENT CARE ASSISTANCE PROGRAM CLAIMS The Administrator shall direct the payment of all such Dependent Care Assistance claims to the Participant upon the presentation to the Administrator of documentation of such ' expenses in a form satisfactory to the Administrator. However, at the discretion of the Administrator and the Participant, payments may be made directly to the service provider. In its discretion in administering the Plan, the Administrator may utilize forms and require documentation of costs as may be necessary to verify the claims submitted. At a minimum, the form shall include a statement from an independent third party as proof that the expense has been incurred and the amount of such expense. In addition, the Administrator may require that each Participant who desires to receive reimbursement under this Program for Employment-Related Dependent Care Expenses submit a statement which may contain some or all of the following information: (a) The Dependent or Dependents for whom the services were performed; (b) The nature of the services performed for the Participant, the cost of which he wishes reimbursement; (c) The relationship, if any, of the person performing the services to the Participant; (d) If the services are being performed by a child of the Participant, the age of the child; (e) A statement as to where the services were performed; (f) If any of the services were performed outside the home, a statement as to whether the Dependent for whom such services were performed spends at least 8 hours a day in the Participant's household; (g) If the services were being performed in a day care center, a statement (1) that the day care center complies with all applicable laws and regulations of the state of residence, (2) that the day care center provides care for more than 6 individual (other than individuals residing at the center), and (3) of the amount of fee paid to the provider. (h) If the Participant is married, a statement containing the following: (1) the Spouse's salary or wages if he or she is employed, or 23 I r~ (2) if the Participant's Spouse is not employed, that (1) he or she is incapacitated, or (ii) he or she is a full-time student attending an educational institution and the months during the year which he or she attended such institution. 0) If a Participant fails to submit a claim within the 90 day period immediately following the end of the Plan Year, those claims shall not be considered for reimbursement by the Administrator. ARTICLE VIII ERISA PROVISIONS 8.1 CLAIM FOR BENEFITS rj (a) Any claim for Benefits underwritten by an Insurance Contract shall be made to the Insurer. If the Insurer denies any claim, the Participant or beneficiary shall follow the Insurer's claims review procedure. Any other claim for Benefits shall be made to the Administrator. If the Administrator denies a claim, the Administrator may provide notice to the Participant or beneficiary, in writing, within 90 days after the claim is filed unless special circumstances require an extension of time for processing the claim. If the Administrator does not notify the Participant of the denial of the claim within the 90 day period specified above, then the claim shall be deemed denied. The notice of a denial of a claim shall be written in a manner calculated to be understood by the claimant and shall set forth (1) specific references to the pertinent Plan provisions on which the denial is based; (2) a description of any additional material or information necessary for the claimant to perfect the claim and an explanation as to why such information is necessary; and (3) an explanation of the Plan's claim procedure. (b) Within 60 days after receipt of the above material, the claimant shall have a reasonable opportunity to appeal the claim denial to the Administrator for a full and fair review. The claimant or his/her duly authorized representative may (1) request a review upon written notice to the Administrator; (2) review pertinent documents; and 24 0 4-7 Chou (3) submit issues and comments in writing. (c) A decision on the review by the Administrator will be made not later than 60 days after receipt of a request for review, unless special circumstances require an extension of time for processing (such as the need to hold a hearing), in which event a decision should be rendered as soon as possible, but in no event later than 120 days after such receipt. The decision of the Administrator shall be written and shall include specific reasons for the decision, written in a manner calculated to be understood by the claimant, with specific references to the pertinent Plan provisions on which the decision is based. (d) Any balance remaining in the Participants' Health Care Reimbursement Fund or Dependent Care Assistance Account as of the end of each Plan Year shall be forfeited and deposited in the benefit plan surplus of the Employer pursuant to Section 6.3 or Section 7.8, whichever is applicable, unless the Participant had made a claim for such Plan Year, in writing, which has been denied or is pending; in which event the amount of the claim shall be held in his/her account until the claim appeal procedures set forth above have been satisfied or the claim is paid. If any such claim is denied on appeal, the amount held beyond the end of the Plan Year shall be forfeited and credited to the benefit plan surplus. 8.2 APPLICATION OF BENEFIT PLAN SURPLUS Any forfeited amounts credited to the benefit plan surplus by virtue of the failure of a Participant to incur a qualified expense or seek reimbursement in a timely manner may, but need not be, separately accounted for after the close of the Plan Year (or after such further time specked herein for'the filing of claim) in which such forfeitures arose. In no event shall such amounts be carried over to reimburse a Participant for expenses incurred during a subsequent Plan Year for the same or any other Benefit available under the Plan; nor shall amounts forfeited by a particular Participant be made available to such Participant in any other form or manner, except as permitted by Treasury regulations. Amounts in the benefit plan surplus shall be returned to the employer as soon as administratively feasible. 8.3 NAMED FIDUCIARY The Administrator shall be the named fiduciary pursuant to ERISA Section 402 and shall be responsible for the management and control of the operation and administration of the Plan. 8.4 GENERAL FIDUCIARY RESPONSIBILITIES The Administrator and any other fiduciary under ERISA shall discharge their duties with respect to this Plan solely in the interest of the Participants and their beneficiaries and (a) for the exclusive purpose of providing Benefits to Participants and their beneficiaries and defraying reasonable expenses of administering the Plan; 25 • • (b) with the care, skill, prudence and diligence under the circumstances then prevailing that a prudent man acting in like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims; and (c) in accordance with the documents and instruments governing the Plan insofar as such documents and instruments are consistent with ERISA. 8 5 NON-ASSIGNABILITY OF RIGHTS The right of any Participant to receive any reimbursement under the Plan shall not be alienable by the Participant by assignment or any other method, and shall not be subject to the rights of creditors, and any attempt to cause such right to be so subjected shall not be recognized, except to such extent as may be required by law. ARTICLE IX ADMINISTRATION 9.1 PLAN ADMINISTRATION is The operation of the Plan shall be under the supervision of the Administrator. It shall be a principal duty of the Administrator to see that the Plan is carried out in accordance with its terms, and for the exclusive benefit of Employees entitled to participate in the Plan. The Administrator shall have full power to administer the Plan in all of its details, subject, however, to the pertinent provisions of the Code. The Administrator's powers shall include, but shall not be limited to the following authority, in addition to all other powers provided by this Plan; (a) To make and enforce such rules and regulations as the Administrator deems necessary or proper for the efficient administration of the Plan; (b) To interpret the Plan, the Administrator's interpretations thereof in good faith to be final and conclusive on all persons claiming benefits under the Plan; (c) To decide all questions concerning the Plan and the eligibility of any person to participate in the Plan and to receive benefit provided under the Plan; (d) To reject elections or to limit contributions or Benefits for certain highly compensated participants if it deems such to be desirable in order to avoid discrimination under the Plan in violation of applicable provisions of the Code; (e) To provide Employees with a reasonable notification of their benefits available under the Plan; (f) To approve reimbursement requests and to authorize the payment of benefits; and 26 (g) To appoint such agents, counsel, accountants. consultants, and actuaries as may be required to assist in administering the Plan. Any procedure, discretionary act, interpretation or construction taken by the Administrator shall be done in a nondiscriminatory manner based upon uniform principles consistently applied and shall be consistent with the intent that the Plan shall continue to comply with the terms of Code Section 125 and the Treasury regulations thereunder. 9.2 EXAMINATION OF RECORDS The Administrator shall make available to each Participant, Eligible Employee and any other Employee of the Employer such records as pertain to their interest under the' Plan for examination at reasonable times during normal business hours. 9.3 PAYMENT OF EXPENSES Any reasonable administrative expenses shall be paid by the Employer unless the Employer determines that administrative costs shall be bome by the Participants under the Plan or by any Trust Fund which may be established hereunder. The Administrator may impose reasonable conditions for payments, provided that such conditions shall not discriminate in favor of highly compensated employees. 9.4 INSURANCE CONTROL CLAUSE In the event of a conflict between the terms of this Plan and the terms of an Insurance Contract of a particular Insurer whose product is then being used in conjunction with this Plan, the terms of the Insurance Contract shall control as to those Participants receiving coverage under such Insurance Contract. For this purpose, the Insurance Contract shall control in defining the persons eligible for insurance, the dates of their eligibility, the conditions which must be satisfied to become insured, if any, the benefits Participants are I entitled to and the circumstances under which insurance terminates. 9.5 INDEMNIFICATION OF ADMINISTRATOR The Employer agrees to indemnify and to defend to the fullest extent permitted by law any Employee serving as the Administrator or as a member of a committee designated as Administrator (including any Employee or former Employee who previously served as Administrator or as a member of such committee) against all liabilities, damages, costs and expenses (including attorney's fees and amounts paid in settlement of any claims approved by the Employer) occasioned by any act or omission to act in connection with the Plan, if such act or omission is in good faith. ARTICLE X AMENDMENT OR TERMINATION OF PLAN 10.1 AMENDMENT 27 i i i u N I1 r i lr~ u The Employer, at any time or from time to time, may amend any or all of the provisions of the Plan without the consent of any Employee or Participant. No amendment shall have the effect of modifying any benefit election of any Participant in effect at the time of such amendment, unless such amendment is made to comply with Federal, state or local laws, statutes or regulations. 10.2 TERMINATION The Employer is establishing this Plan with the intent that it will be maintained for an indefinite period of time. Notwithstanding the foregoing, the Employer reserves the right to terminate the Plan, in whole or in part, at any time. In the event the Plan is terminated, no further contributions shall be made. Benefits under any Insurance Contract shall be paid in accordance with the terms of the Contract. No further additions shall be made to the Health Care Reimbursement Fund or Dependent Care Assistance Account, but all payments from such fund shall continue to be made according to the elections in effect until the end of the Plan Year in which the Plan termination occurs (and for a reasonable period of time thereafter, if required for the filing of claims), or until the balances of all accounts have been reduced to zero, whichever occurs first. Any amounts remaining in any such fund or account as of the end of the Plan Year in which Plan termination occurs shall be forfeited and deposited in the benefit plan surplus after the expiration of the filing period. ARTICLE XI MISCELLANEOUS • 11.1 PLAN INTERPRETATION All provisions of this Plan shall be interpreted and applied in a uniform, nondiscriminatory manner. This Plan shall be read in its entirety and not severed except as provided in Section 11.12. 11.2 GENDER AND NUMBER Whenever any words are used herein the masculine, feminine or neuter gender, they shall be construed as though they were also used in another gender in all cases where they would so apply, and whenever any words are used herein the singular or plural form, they shall be construed as though they were also used in the other form in all cases where they would so apply. 11.3 WRITTEN DOCUMENT This Plan, in conjunction with any separate written document which may be required by law, is intended to satisfy the written Plan requirement of Code Section 125 and any Regulations thereunder relating to cafeteria,plans. 28 0 11.4 EXCLUSIVE BENEFIT This Plan shall be maintained for the exclusive benefit of the Employees who participate in the Plan. 11.5 PARTICIPANTS RIGHTS This Plan shall not be deemed to constitute an employment contract between the Employer and any Participant or to be a consideration or an inducement for the employment of any Participant or Employee. Nothing contained in this Plan shall be deemed to give any Participant or Employee the right to be retained in the service of the Employer or to interfere with the right of the Employer to discharge any Participant or Employee at any time regardless of the effect which such discharge shall have upon him as a Participant of this Plan. 11.6 ACTION BY THE EMPLOYER Whenever the Employer under the terms of the Plan is permitted or required to do or perform any act or matter or thing, it shall be done and performed by a person duly authorized by its legally constituted authority. 11.7 EMPLOYER'S PROTECTIVE CLAUSES (a) Upon the failure of either the Participant or the Employer to obtain the insurance contemplated by this Plan (whether as a result of negligence, gross neglect or otherwise), the Participant's Benefits shall be limited to the insurance premium, if any, that remained unpaid for the period in question and the actual insurance proceeds, if any, received by the Employer or the Participant as a result of the Participant's claim. (b) The Employers liability to the Participant shall only extend to and shall be limited to any payment actually received by the Employer from the Insurer. In the event that the full insurance Benefit contemplated is not promptly received by the Employer within a reasonable time after submission of a claim, then the Employer shall notify the Participant of such facts and the Employer shall no longer have any legal obligation whatsoever (except to execute any document called for by a settlement reached by the Participant). The Participant shall be free to settle, compromise or refuse to pursue the claim as the Participant, in his/her sole discretion, shall see fit. (c) The Employer shall not be responsible for the validity of any Insurance Contract issued hereunder or for the failure on the part of the Insurer to make payments provided for under any Insurance Contract, or for the action of any person which may delay or render null and void or unenforceable, in whole or in part, an Insurance Contract. With regard to this paragraph, the following shall apply: (1) Once insurance is applied for or obtained, the Employer shall not be liable for 29 Vol. I • any loss which may result from the failure to pay Premiums to the extent Premium notices are not received by the Employer. (2) To the extent Premium notices are received by the Employer, the Employer's liability for the payment of such Premiums shall be limited to the amount of such Premiums and shall not include liability for any other loss which may result from failure to pay such Premiums. (3) The Employer shall not be liable for the payment of any insurance Premium or any loss which may result from the failure to pay an insurance Premium if the Benefits available under this Plan are insufficient to provide for the amount of such Premium cost at the time it is due. In such circumstances the Participant shall be responsible for and see to the payment of such Premiums. The Employer shall undertake to notify a Participant if available Benefits under this Plan are insufficient to provide for an insurance Premium but shall not be liable for any failure to make such notification. 11.8 NO GUARANTEE OF TAX CONSEQUENCES • Neither the Administrator nor the Employer makes any commitment or guarantee that any amounts paid to or for the benefit of a Participant under the Plan will be excludable from the Participant fs gross income for federal or state income tax purposes, or that any other federal or state tax treatment will apply to or be available to any Participant. It shall be the obligation of each Participant to determine whether each payment under the Plan is excludable from the Participant's gross income for federal and state income tax purposes, and to notify the Employer if the Participant has reason to believe that any such payment is not so excludable. Notwithstanding the foregoing, the rights of Participants under this Plan shall be legally enforceable. 11.9 INDEMNIFICATION OF EMPLOYER BY PARTICIPANTS If any Participant receives one or more payments or reimbursements under the Plan that are not for a permitted Benefit, such Participant shall indemnify and reimburse the Employer for any liability it may incur for failure to withhold federal or state income tax or Social Security tax from such payments or reimbursements. However, such indemnification and reimbursement shall not exceed the amount of additional federal and state income tax (plus any penalties) that the Participant would have owed if the payments or reimbursements had been made to the Participant as regular cash compensation, plus the Participant's share of any Social Security tax that would have been paid on such compensation, less any such additional income and Social Security tax actually paid by the Participant. 11.10 FUNDING 30 01 ~~Y Unless otherwise required by law, contributions to the Plan may, but need not be, placed in trust or dedicated to a specific Benefit, and can be considered general assets of the Employer. Furthermore, and unless otherwise required by law, nothing herein shall be construed to require the Employer or the Administrator to maintain any fund or segregate any amount for the benefit of any Participant, and no Participant or other person shall have any claim against, right to, or security or other interest in, any fund, account or asset of the Employer from which any payment under the Plan may be made. 11.11 GOVERNING LAW This Plan is governed by the Code and the Treasury regulations issued thereunder (as they might be amended from time to time). In no event shall the Employer guarantee the favorable tax treatment sought by this Plan. To the extent not preempted by Federal law, the provisions of this Plan shall be construed, enforced and administered according to the laws of the State of Texas. 11.12 SEVERABILITY If any provision of the Plan is held invalid or unenforceable, its invalidity or unenforceability shall not affect any other provisions of the Plan, and the Plan shall be construed and enforced as if such provision had not been included herein. 11.13 CAPTIONS The captions contained herein are inserted only as a matter of convenience and for reference, and in no way define, limit, enlarge or describe the scope or intent of the Plan, nor in any way shall affect the Plan or the construction of any provision thereof. 11.14 CONTINUATION OF COVERAGE Notwithstanding anything in the Plan to the contrary, in the event any benefit under this Plan subject to the continuation coverage requirement of Code Section 4980B becomes unavailable, each Participant will be entitled to continuation coverage as prescribed in Code Section 49808. IN WITNESS WHEREOF, this Plan document is hereby executed this 07w day of J,,,,,19 Brazos County Signature: tl~_: 31 It Brazos Valley Workforce Development Board Worksite Agreement Employment and Training Program • This memorandum of agreement sets forth the individual and mutual responsibilities of the Brazos Valley Workforce Development Board by and through its agent, Brazos Valley Council of Governments (hereinafter ("BVCOG"), as the Workforce ("WF") Program Operator; (hereinafter "subcontractor") and as the worksite agency (hereinafter called "worksite". The objective of this agreement is to promote an effective and beneficial expenence for the Worksite and eligible participants through mutual agreement to responsibilities and objectives by BVCOG, Subcontractor . and Worksite.. I. Pu se of the WF Fmplovmcnt and Training Program This special program funded under the Job Training Partnership Act (JTPA), is designed to provide work experience, training and special transition services to assist participants to make career choices and obtain labor force exposure. Work experience must be meaningful, with emphasis placed both on the return to school by dropouts and in-school youth and on transition to employment for out-of-school participants, both dropouts and graduates. 2. Allowable Activities and Services The primary activities of the program are well-supervised work experience, job training, career orientation, vocational exploration and job rotation. These activities are provided by the Worksite to coordination with BVCOG and Subcontractor. Supervision of Participants is a responsibility of the Worksite and is extremely important to the career development of the youth assigned. C] 3. SuRervisorv Responsibilities for the Worksite Agency, Worksite have responsibility for: D Assuring that the Child Labor provisions of the Fair Labor Standards Act are adhered to; Y Instructing the Participant in the performance of his/her job on a daily basis; D Providing continual supervision by checking the participant's progress at various t►nnes each day; providing sufficient work to occupy the participant during working hours; and providing sufficient equipment and materials to carry out their work assignment, D Assuring that the Participant does not exceed authorized working hours as defined in Section 5.4 and that time will not be recorded for payment for unexcused absences, unworked (tours of recreation, leaves, holidays or lunch period; Assuring that the Participant's work time is accurately recorded daily by the responsible supervisor and is signed for both the supervisor and the Participant. (A daily time-un and time-out log used in conjunction with the n7PA Time Sheet Is strongly recommended); Assuring that the conditions of work are safe and that the Participant work in a safe manner (SEE SAFETY); Y Discussing informally with the Participant any minor job-related problems; D Compliance with the Federal Regulations governing the Employment and Training Program. 0 PPagee 11 05-03-99 7. AG 4. BVCOG and Subcontractor RMnsibilitiea BVCOG has the responsibility for. D Wages and all wage-related cost paid to Participants in a timely and accurate manner during the entire term of Participants' assignment to Worksite. D Pay for, carry and provide adequate Worker's Compensatio0n Insurance for each Participant during the entire term of Participants assignment to Worksite Ile subcontractor implementing the local program has the responsibility for: D Providing each individual involved in the day to day supervision (including part-time replacement supervisors) with orientation and training on the objectives and expectations or the program D Informing participants of their civil rights and of the established grievance procedure if they wish to register a complaint or grievance; 1a Counseling participants on personal and job-related matters; Collecting and verifying participant's time sheets; and D Monitoring worksites for compliance with state and federal regulations and this Agreement. D Assuring that those individuals directly involved in the day-today supervision of participants receive an orientation and training on the objectives and expectations of the program. D Assuring that those individuals (named herein), directly involved in the day- to-day supervision of participants, receive a copy of this agreement for use in managing worksite activities. D Informing Participants or, if a minor, Participants' legal guardian that: Participants are not employees of the Worksite and therefore wages , any benefits, workers compensation Insurance and all liability issues are the responsibilities of BVCOG and that any concerns relating to these issues are to be addressed directly to BVCOG through the subcontractor. S. General Provisions I. Termination of Participants If a Participant is not perforating satisfactorily, the Subcontractor should be contacted to discuss the problem. If the problem cannot be resolved, then a transfer to another worksite or termination from the program will be the responsibility of the Subcontractor. 'Ilse Subcontractor will work with the Worksite to ensure that problems will be resolved in a reasonable and mutually satisfactory manner. If the situation warrants, the Worksite may suspend a Participant from the workstation for a period not to exceed two days. In the event of & .suspension, the Worksite should contact the Subcontractor and BVCOG immediately If Page 2 05-03-9 rL, i • • 0 counseling has been provided by the Subcontractor and the situation continues, the Worksite may request that the participant be removed permanently. Continuation of work with the worksite agency is at the sole discretion of that Worksite. In any event, Participants must be assured of equal, fair and just treatment under the U.S. Civil Rights Act. Each Participant, upon acceptance into the program. will have been notified in wnting of his/her rights under the act and of the procedures to follow in the event he/she has a complaint. 2. Safety and Healthy Environment It is necessary for the supervisor and the Worksite to comply with the Child Labor Laws under the Fair Labor Standards Act. Detailed information on the Child Labor Laws can be found in Child Labor Bulletin 101, a Department of Labor publication. 'Ilse agency will be in compliance if the following condition is met, (paraphrased from Bulletin 101): No Participant under 18 years of age may be employed in any nonagncultural occupation, which has been declared hazardous by the Secretary of Labor. This generally applies to any work, which could be considered unsafe or hazardous. (A detailed list of these occupations is found on pages 9-33 in the Child Labor Bulletin 101.) Generally, the following conditions must also be met to help prevent accidents, which might otherwise occur because of carelessness or laxity on the part of the participant or the supervisor. Youth 14 and 15 years of age cannot be assigned to work, which involves the use of power driven mowers or cutters by these youth. Further details on the employment of youth 14 and 15 years of age can be found on pages 6-9 in the Child Labor Bulletin 101, The Worksite and supervisor should take any necessary precautions to insure a safe worksite for all youths employed dirough this program; Y No youths under 18 may be assigned to work which requires heavy lifting; Y All youth involved in moderate lifting as part of the job must be thoroughly instructed in "safe" lifting procedures and precautions and must be closely supervised on the job; Y When a youth is assigned a job which normally requires safety equipment, special shoes, etc., the youth must be supplied with this equipment and oriented on the use of such equipment along with safety precautions to be taken on the job. (Examples of such jobs are grounds work or work in maintenance and storage yards, warehouses, shops, etc.); and Y Youths working in painting, ground work, light maintenance, etc., must be supervised closely eith;r individually or in groups not exceeding six per supervisors. Page 3 05-03-99 E E r 3. In the event an accident does happen on the job, the Participant is covered by Workers Compensation Insurance held by Brazos Valley Workforce Development Board which includes the cost of emergency medical treatment as provided in Section 4. If a minor, contact his parents and get the youth to his/her doctor, hospital or clinic as soon as possible. Immediately contact the Subcontractor and BVCOG. If you cannot get in touch with the case manager, call this number (409) 779-8541 or (800) 386-7200 for further instructions. i 4. Worksite Time and Attendance Policy - It is the policy of to provide standard working hours between 7:00am and 5:00pm with an appropriate lunch break, 5 days a week. Work may be pernutted at irregular hours and on Saturdays as long as hours do not exceed 8 hours per day or 40 hours per week. Because of the nature of the work performed, it is the policy of the Worksite provide, at the discretion of the workstation supervisor, flexible break periods. 5. This agreement must contain a listing of the following items before any participant can begin employment or training in the program. Such information shall be included as Exhibit A to this agreement: 1. Name and address of Worksite/s (if there are more than one); ; 2. Names of the Worksite Supervisors assigned to supervise the activities of the Participants; 3. Job descriptions of each participant assigned to this Workstation Agency, and 4. The total number and the names of Participants assigned to each workstation. 5. Program Starting Date Program Ending Date j 6. INDEPENDENT CONTRACTOR. For the purposes of this AGREEMENT and i all services to be provided hereunder, the parties shall be, and shall be deemed to be, independent contractors and not agents or employees of the other party. Neither party shall have authority to make any statements, representations or commitments of any kind, or to take any action which shall be binding on the other party, except as may be explicitly provided for herein or authorized in writing. It is expressly understood that during the term of their assignment to Worksite, Participants are NOT employees of the Worksite and any benefits normally accruing to employees of Worksite do not accrue to Participants, including, but not limited to, health insurance, Workmen's Compensation Insurance and liability coverage. Page 4 05-03-99 ~J 7. LIABILITY. To the extent authorized by laws and Constitution of the State of Texas. BVCOG and SUBCONTRACTOR shall not be liable for any claims against Worksitc, its employees, or third persons, other than Participants, BVCOG's and Subcontractor's employee, for damage resulting from or arising out of activities of Worksitc employees under this Agreement, and Worksitc agrees to hold BVCOG and Subcontractor hannIcss from any all such claims. Worksite shall not be liable for any claims against Participants, BVCOG, Subcontractor, their employees or third persons for damage resulting from or arising out of activities against participants, BVCOG, Subcontractor employees under this Agreement; BVCOG agrees to hold Worksitc and Subcontractor harmless for all such claims arising out of activities of participants and BVCOG employees, and Subcontractor agrees to hold Worksite and BVCOG harmless for all such claims arising out of activities of subcontractor employees. 01 13j?-Az,o.s .sr~.i La ri~iF,Z~4 Worksite Print Name BVCOG Representative: Signature Name and Titlle~~ (WF Center Representative) ✓~f / r. C ` 1(1 O Vrr. 4-OS 00--'A 74 • OLY,.- -2~2~ Signa a Name and Vile Subo tractor : Signature Name and Title 92 Date 62 - 42 4 s--,R 7- y~ Date 01 Page 5 VO 05-03-99 1 i n PARTICIPANT JOB DESCRIPTION s v Name of Worksite Address: Telephone Number: i Type of Agency: (City, County, Federal. Private Non-Profit, etc.): Name of supervisor in charge of workstation: Name of Worksite (Ex: food service department): Address of Worksite: Street Number City Schedule of working hours: Total number of hours per day Number of days per week Youth(s) Job Title: Youth(s) Job Description: Rainy Day Activities (if not an indoor job): List equipment on hand to perform work (ex: typewriters, rakes, brooms, small floor polisher, etc): r Supervisor's/Depattment Head Signature Date if this agreement provides for multiple workstations or job descriptions, a separate Job Description form must be completed for each work station and/or job description. List the Names of the Worksite Supervisors List the Names of the Participants working at Assigned to Supcrvise the Activities of the this Workstation with this Job Description. Participants. Page 6 'J22'am, o -17 AG IL I 1 I i 05-03-99 \ l _ ~ ~ a. . .r e. _ ....f _ _.IL..Ji... 4. a a..._~ ~ .....L.. .J.......c.~i a..r~ _ . 1 Total Number Assigned: AMENDED: Total Number Assigned: Date Total Number Assigned: Date Total Number Assigned Date AMENDED LIST OF PARTICIPANTS DELETE (NAME OF YOUTH) DELETE (NAME OF YOUTH) i 5 Page 7 05-03-" VO . THIS DEPOSITORY CONTRACT is made and entered into on the date last herein written by and between the DISTRICT CLERK OF BRAZOS COUNTY, TEXAS, herein after called "DEPOSITOR," and COMPASS BANK, an Alabama state bank, authorized by law to do banking business in Bryan, Texas, and now conducting such business in said Bryan, Texas, hereinafter called "BANK." DEPOSITOR through action of its' Commissioners Court, hereby designates BANK as a depository for the period beginning June 1, 1999 for a term of two years (herein the Initial Term) with an option to renew for another two years, not to extend beyond May 31, 2003, on the same terms and conditions as set forth herein for the Initial Term. This contract is to cover all accoun!s and funds held in the Registry of the District Clerk of Brazos County for the Courts of Brazos County by the DEPOSITOR and placed on deposit with BANK. 11 During the term of this depository contract, the DEPOSITOR will, through appropriate action of its Commissioners Court, designate the officer, or officers, who singly or jointly will be authorized to represent and act on behalf of the DEPOSITOR in any and all matters of every kind arising under this Depository Contract and to (1) execute and deliver to the BANK funds or fund transfer agreements (and any addenda thereto), (2) appoint and designate, from time to time, a person or persons who may request withdrawals, orders for payment or transfers on behalf of the DEPOSITOR in accordance with the electronic funds or fund transfer agreement and addenda and (3) make withdrawals or transfers by written instrument. ICI BANK's application for Depository Contract is incorporated and made part of this contract for all purposes; however, to the extent that any provision therein conflicts with any provision herein, this Depository Contract will control. IV DEPOSITOR may arrange for time deposits and BANK may accept and hold such deposits subject to payment in accordance with the terms of the deposit. In the event funds for a time deposit are withdrawn from a transaction or savings account, at maturity, BANK will deposit the principal amount of the time deposit and any accrued interest in the DEPOSITOR's account from which funds were withdrawn to establish the time deposit. Interest shall be calculated at the prevailing rates established from time to time by BANK for similar deposits. Time deposit maturities will not extend beyond the termination of this Agreement without the express consent of the BANK. OJL-.LZ--r.Auft-JL~~ .__..i ~ _a_ri..a~....-....~..+,....-.c,~~~.-a'4..~._.....rr...r~a+...._.-t... ~a naw .a _._•-__._-a .a 4 r~ • All funds on deposit with BANK to the credit of DEPOSITOR shall be secured by collateral as provided for in the Public Fund Collateral Act. Texas Government Code, Chapter 2257. The total of the market value of the collateral (plus accrued interest or income to the extent it is not included in such market value obtained as provided herein) securing such deposits will be in an amount at least equal to the amount of such deposits increased by the amount of any accrued interest and reduced to the extent that such deposits are insured by an agency or instrumentality of the United States government. The market value with respect to any securities (collateral) as of any date and priced on such date will be obtained from a primary dealer. BANK must receive notification of new deposits prior to 10:30 A.M. on the day deposits are actually received. Twenty-four (24) hours notice is necessary on deposits totaling in excess of $1,000,000 during any banking business day. In no event shall the amount of DEPOSITOR funds on deposit with BANK pursuant to this depository contract exceed one million dollars without prior written consent of BANK. However, failure to give such notice does not excuse the BANK from properly securing these deposits in accordance with this agreement and the Public Fund Collateral Act within one (10) business day of the deposit. • The Commissioners Court and/or its designated representative has the authority to reject any collateral offered by BANK which is not deemed to be allowed under the Public Fund Collateral Act or which is deemed to be of high security risk. VI BANK has heretofore or will immediately hereafter deliver to the Federal Reserve Bank of Dallas, Texas (hereinafter "CUSTODIAN"), collateral of the kind and character above mentioned of sufficient amount and market value to provide adequate collateral for the funds of DEPOSITOR deposited with BANK. Said collateral or substitute collateral, as herein provided for, will be kept and retained by CUSTODIAN in trust so long as the depository relationship between DEPOSITOR and BANK shall exist hereunder, and thereafter so long as the deposits made by DEPOSITOR with BANK hereunder, or any portion thcreol; shall have not been properly paid out by BANK to DEPOSITOR or on its order. The agreement of the parties to place the collateral with the CUSTODIAN is attached hereto as Exhibit "D" and made a part hereof for all purposes. VI1 Should BANK fail at any time to pay and satisfy, when due, any check, draft, or voucher lawfully drawn against any deposit and the interest on such deposits, or in case BANK becomes insolvent or in any manner breaches its contract with DEPOSITOR, DEPOSITOR shall give written notice of such failure, insolvency or breach to BANK, and BANK shall have three (3) business days to cure such failure, insolvency or breach. In the event that BANK shall fail to cure such failure, insolvency or breach within three (3) business days, the parties hereto authorize the CUSTODIAN to surrender to the • 2 l: 13....Pma (P LJ r Commissioners Court in and for the DEPOSITOR the collateral being held by the GUSTODIAN upon receipt of a certificate whereby the DEPOSITOR, through its authorized representative, certifies that BANK has failed to perform its obligations under this contract, has otherwise breached this contract or has become insolvent. The BANK agrees and hereby instructs the CUSTODIAN that a copy of this agreement attached to the certificate(s) shall serve as the BANK's consent and approval for the CUSTODIAN to sell and/or convert the collateral to the use of the DEPOSITOR. The BANK agrees and is bound to provide any other approvals or consents the CUSTODIAN may require in order to release the collateral for DEPOSITOR's use. The parties further agree that the DEPOSITOR may seek an order or declaration or order of a court of lawful jurisdiction in the event that the BANK does not comply with this provision or in the event the CUSTODIAN refuses to surrender the collateral to the Commissioners Court, with all costs and attorney's fees incurred by DEPOSITOR to be reimbursed thereof, pay DEPOSITOR all damages and losses sustained by it, together with all expenses of any and every kind incurred by it on account of such failure or insolvency, or sale, accounting to BANK for the remainder, if any, of said proceeds or collateral remaining unsold. Vlll Any sale of such collateral, or any part thereof, made by DEPOSITOR or the CUSTODIAN, as appropriate, hereunder may be either at public or private sale; provided, it shall give both the DEPOSITOR, if the sale is made by the CUSTODIAN, and BANK ten (10) days notice of the time and place where such sale shall take place, and such sale shall be to the highest bidder therefore for cash. BANK shall not have the right to bid at such sale. IX If BANK shall desire to sell or otherwise dispose of any one or more of said securities pledged as collateral and deposited with the CUSTODIAN, it may substitute for any one or more of such securities other securities of the same or greater market value and of the character authorized herein and by the Public Funds Collateral Act. Such right of substitution shall remain in full force and may be exercised by BANK as often as it may desire; provided, however, that the aggregate market value of all collateral pledged hereunder, shall be at least equal to the amount of collateral required hereunder and by the Public Funds Collateral Act and other applicable law. If at any time the aggregate market value of such collateral so deposited with CUSTODIAN be less than the total sum of the DEPOSITOR's funds on deposit with said BANK, BANK shall immediately deposit with CUSTODIAN such additional collateral as may be necessary to cause the market value of such collateral to equal the total amount of required collateral. BANK shall be entitled to income on securities held by CUSTODIAN, unless there is insufficient collateral on deposit with the voL__.~177YAGR, 6+pa" a \ ~ .._.r. _.n ~ 1... _.r~w.... .e.... Y,. Y.a.~~u~a._yu..t mar>•J:... .r .J.Z-aal.~.~s._~__ ~~.eu..4 • • 0 CUSTODIAN to cover the public funds as required by law at the time the request is made. Approval of the DEPOSITOR will be required in all circumstances and if the collateral deficiency is not cured and the DEPOSITOR's consent is not given (in writing), the income becomes collateral for public funds to the extent of the collateral deficiency. The consent of the DEPOSITOR must be obtained for a security to be released as collateral. Before a security is released from collateral that is to be replaced, the BANK must present to the DEPOSITOR the replacement collateral that is being offered, and the DEPOSITOR must accept such replacement. X If at any time the collateral in the hands of the CUSTODIAN shall have a market value in excess of the sum of balances due DEPOSITOR by BANK, the DEPOSITOR may authorize the withdrawal of a specified amount of collateral by the BANK based on a written request from the BANK to the Commissioners Court. BANK shall have the right at any time and from time to time to substitute new collateral for collateral being held by TRUSTEE, provided that BANK provides evidence reasonably satisfactory to the TRUSTEE that sufficicnt collateral will remain after such substitution to satisfy the requirements of this depository contract and the Public Funds Collateral Act. XI Either DEPOSITOR or BANK shall have the right to terminate this agreement prior to the expiration date by providing advanced written notice to the other party of its election to do so, and this agreement shall be void from and after the expiration of ninety (90) days after the receipt of such notice, provided all provisions of this agreement have been fulfilled. XII Ninety (90) days prior to the expiration date of the Initial Term, either party wishing to exercise its option to renew the contract for an additional two (2) year term (the Option Period), mush deliver written notice exercising such option to the non-exercising party as roferred in Article XVI herein. 1/ V 4 AU L . -iv, ' ±i[ r F ,r r - XIII When the relationship of DEPOSITOR and BANK shall have ceased to exist between DEPOSITOR and BANK, and when BANK shall have properly paid out all deposits of DEPOSITOR, it shall be the duty of the District Clerk to issue a certificate to that effect to the BANK, the County Treasurer, and the Commissioners Court, and, if all obligations under this agreement and applicable law have been fulfilled, Commissioners Court will issue written authorization to the CUSTODIAN to deliver all collateral being held in the possession of the CUSTODIAN to the BANK. XIV This contract is subject to, and incorporates, the current laws governing the relationships between counties, depositories and custodians/trustees and related entities as established by the Texas Government Code and any amendments or revisions thereto. BANK warrants and represents that it shall comply with all applicable laws, rules and regulations which govern or apply to BANK in connection with this contract. BANK further warrants that in the event that it is aware of any violation by BANK of applicable laws, rules and regulations, it will bring the event to the attention of the CUSTODIAN and the DEPOSITOR immediately and in writing within three (3) business days. XV The BANK will provide the District Clerk the gross interest rate factor on a daily basis if the Trust Cash Management Account is used. All instructions for withdrawals will be in writing from the District Clerk or his agent, as set out in paragraph II, and verified verbally by the BANK. This agreement is entered into and is performable in BRYAN, BRAZOS COUNTY, TEXAS, and the venue of any legal actions or proceedings arising out of or related to this contract, or out of any disputes between the parties concerning .this subject matter of this contract or arising out of the violation or application of any law governing the subject matter of this agreement (including but not limited to the Public Funds Collateral Act, Texas Government Code, Chapter 2257) is placed by agreement of the parties in BRYAN, BRAZOS COUNTY, TEXAS. tf MU14.~.~..~..r.. r , f it XVI All notices, demands, or other writings may be delivered by any party hereto to the other, by United States Mail or other reliable courier at the following addresses: DEPOSITOR: District Clerk Brazos County, Texas 300 East 26' Street, Suite 216 Bryan, Texas 77803 WITH COPIES TO: County Judge Brazos County, Texas 300 East 26' Street, Suite 114 Bryan, Texas 77803 BANK: City President Compass Bank 2405 Texas Ave. South College Station, Texas 77840 The address to which any notice, demand, or other writing may be delivered to any party as above provided may be changed by written notice given by such party to the other two parties as above provided. 01 XVII BANK represents that the collateral pledged to DEPOSITOR is not otherwise assigned, pledged or encumbered and that no lien, or security interests exist other than the security interest held by the DEPOSITOR pursuant to this agreement. Possession of the collateral by the CUSTODIAN is intended as perfection of DEPOSITOR's security interest therein. BANK warrants that the collateral (in the form and amount required by law) is held by CUSTODIAN for the benefit of DEPOSITOR and as security for DEPOSITOR's funds. The Commissioners Court shall deliver to BANK within five (5) working days from the date of execution of this agreement, a list of those individuals authorized to act on behalf of the District Clerk in regard to the matters stated herein. e ituLL- , 1 The BANK shall deliver to the Commissioners Court on the date of execution hereof a Certified Corporate Resolution of its' Board of Directors approving this contract and the execution thereof. The BANK shall deliver to Commissioners Court on the date of execution hereof, an executed Collateral Agreement as set forth on Exhibit "A". The BANK shall deliver to Commissioners Court on the date of execution hereof a Certified Corporate Resolution of its' Board of Directors indicating the authority of an individual(s) to pledge collateral on behalf of the BANK. 9 EXECUTED this 'IAV-%-*_day of MI, 199$ by the undersigned duly authorized officers of the parties hereto. COMPASS BANK By: Name: TGO-A- { E. Fox. Title: C,M ~(t ,W11tr Date: _ I ' + k a C" BRAZOS COUNTY, TEXAS By: 44. - ..er L Al Jones, zos Coun Judge Date: G - S3 - ~o VOL 1t • CERTIFICATE OF THE ASSISTANT SECRETARY OF COMPASS BANK REGARDING RESOLUTIONS OF THE BOARD OF DIRECTORS I, Daniel B. Graves, the duly elected and qualified Assistant Secretary of Compass Bank, an Alabama banking corporation (the "Bank"), hereby certify that the following resolution's were duly adopted at a meeting of the Board of Directors of the Bank, duly called and held on May 12, 1999, at which a quorum was present and acting throughout; that such resolutions are the only resolutions of the Board of Directors or the stockholder of the Bank between such date and the date hereof dealing with the subject matter thereof; and that such resolutions have not been amended, modified, or rescinded and are in full force and effect as of the date hereof: WHEREAS, Compass Bank (the "Bank") has entered into deposit agreements (the "Deposit Agreements") with the governmental and municipal entities listed on Schedule I attached hereto; and WHEREAS, the Deposit Agreements designate Compass Bank as a depository of funds owned by the various municipal and governmental entities and impose on the Bank certain obligations with respect to those deposits; • NOW THEREFORE, IT IS RESOLVED, that the Board of Directors hereby approves and ratifies the designation of the Bank as a depository for the public funds covered by the Deposit Agreements and approves, ratifies and confirms the Deposit Agreements, and the terms and provisions contained therein; RESOLVED, FURTHER, that in accordance with and as required by the Deposit Agreements and the provisions of any public funds laws in effect from time to time in the State of Texas, the Bank shall secure the deposits covered by the Deposit Agreements that arc in excess of the amount of deposit insurance coverage provided by the Federal Deposit Insurance Corporation with collateral of the type required by the Deposit Agreements and applicable law. I do hereby further certify that "Schedule I" which is attached to this certification is identical to that Schedule I referred to in the foregoing resolutions and which was presented to the Board of Directors of the Bank at the meeting at which the foregoing resolutions were adopted. IN WITNESS WHEREOF, I have hereunto set my hand and the seal of the Bank this the 17th day of May, 1999. Daniel B. Grave Assistant Secretary Compass Bank (Corporate Seal) Schedule 1 1. Greater East Texas Student Loan Corporation 2. Brazos County, Texas District Court Clerk 3. City of Oak Ridge North, Texas • • ~J THIS DEPOSITORY CONTRACT is made and entered into on the date last herein written by and between the DISTRICT CLERK OF BRAZOS COUNTY, TEXAS, herein after called 'DEPOSITOR,' and FIRST AMERICAN BANK, S.S.B., a Texas state savings bank, organized under the laws of the United States and authorized by law to do banking business in Bryan, Texas, and now conducting such business in said Bryan, Texas, hereinafter called 'BANK.' DEPOSITOR through action of its' Commissioners Court, hereby designates BANK as a depository for the period beginning June 1, 1999 for a term of two years (herein the Initial Term) with an option to renew for another two years, not to extend beyond May 31, 2003, on the same terms and conditions as set forth herein for the Initial Term. This contract is to cover all accounts and funds held in the Registry of the District Clerk of Brazos County for the Courts of Brazos County by the DEPOSITOR and placed on deposit with BANK. During the term of this depository contract, the DEPOSITOR will, through appropriate action of its Commissioners Court, designate the officer, or officers, who singly or jointly will be authorized to represent and act on behalf of the DEPOSITOR in any and all matters of every kind arising under this Depository Contract and to 11) execute and deliver to the BANK funds or fund transfer agreements (and any addenda thereto), (2) appoint and designate, from time to time, a person or persons who may request withdrawals, orders for payment or transfers on behalf of the DEPOSITOR in accordance with the electronic funds or fund transfer agreement and addenda and (3) make withdrawals or transfers by written instrument. , BANK's application for Depository Contract is incorporated and made part of this contract for all purposes; however, to the extent that any provision therein conflicts with any provision herein, this Depository Contract will control. [li DEPOSITOR may arrange for time deposits, and BANK may accept and hold such deposits subject to payment in accordance with the terms of the deposit. In the event funds for a time deposit are withdrawn from a transaction or savings account, at maturity, BANK will deposit the principal amount of the time deposit and any accrued interest in the DEPOSITOR's account from which funds were withdrawn to establish the time deposit. Interest shall be calculated at the prevailing rates established from time to time by BANK for similar deposits. Time deposit maturities will not extend beyond the termination of this Agreement without the expressed consent of the BANK. V All funds on deposit with BANK to the credit of DEPOSITOR shall be secured by collateral as provided for in the Public Fund Collateral Act. Texas Government Code, Chapter 2257. The total of the market value of the collateral (plus accrued interest or income to the extent it is not included In such market value obtained as provided herein) securing such deposits will be in an amount as least equal to the amount of such deposits increased by the amount of any accrued interest and reduced to the extent that such deposits are Insured by an agency or instrumentality of the United States government. The market value with respect to any securities (collateral) as of any date and priced on such date will be obtained from a primary dealer. BANK must receive notification of new deposits prior to 10:30 A.M. on the day deposits are actually received. Twenty-four (24) hours' notice is necessary on deposits totaling in excess of 41,000,000 during any banking business day. In no event shall the amount of DEPOSITOR funds on deposit with BANK pursuant to this depository contract exceed one million dollars without prior written consent of BANK. However, failure to give such notice does not excuse the BANK from properly securing these deposits in accordance with this agreement and the Public Fund Collateral Act within one (1) business day of the deposit. The Commissioners Court and/or its designated representative has the authority to reject any collateral offered by BANK which is not deemed to be allowed under the Public Fund Collateral Act or which is deemed to be of high security risk. a BANK has heretofore or will immediately hereafter deliver to the Federal Reserve Bank of Dallas, Texas (hereinafter ' CUSTODIAN" collateral of the kind and character above mentioned of sufficient amount and market value to provide adequate collateral for the funds of DEPOSITOR deposited with BANK. )7 p VOL • VI (continued) Said collateral or substitute collateral, as herein provided for, will be kept and retained by CUTODIAN in trust so long as the depository relationship between DEPOSITOR and BANK shall exist hereunder, and thereafter so long as deposits made by DEPOSITOR with BANK hereunder, or any portion thereof, shall have not been properly paid out by BANK to DEPOSITOR or on its order. The agreement of the parties to place the collateral with the CUSTODIAN Is attached hereto as Exhibit 'D" and made a part hereof for all purposes. VII C~ J 40 Should BANK fail at any time to pay and satisfy, when due, any check, draft, or voucher lawfully drawn against any deposit and the interest on such deposits, or in case BANK becomes insolvent or in any manner breaches its contract with DEPOSITOR, DEPOSITOR shall give written notice of such failure, insolvency or breach to BANK, and BANK shall have three (3) business days to cure such failure, insolvency or breach. In the event that BANK shall fail to cure such failure, insolvency or breach within three (3) business days, the parties hereto authorize the CUSTODIAN to surrender to the Commissioners Court In and for the DEPOSITOR the collateral being held by the CUSTODIAN upon receipt of a certificate whereby the DEPOSITOR, through its authorized representative, certifies that BANK has failed to perform its obligations under this contract, has otherwise breached this contract or has become insolvent. The BANK agrees and hereby instructs the CUSTODIAN that a copy of this agreement attached to the certificate(s) shall serve as the BANK's consent and approval for the CUSTODIAN to sell and/or convert the collateral to the use of the DEPOSITOR. The BANK agrees and is bound to provide any other approvals or consents the CUSTODIAN may require in order to release the collateral for DEPOSITOR's use. The parties further agree that the DEPOSITOR may seek an order or declaration or order of a court of lawful jurisdiction in the event that the BANK does not comply with this provision or in the event the CUSTODIAN refuses to surrender the collateral to the Commissioners Court, with all costs and attorney's fees incurred by DEPOSITOR to be reimbursed thereof, pay DEPOSITOR all damages and losses sustained by it, together with all expenses of any and every kind Incurred by It on account of such failure or Insolvency, or sale, accounting to BANK for the remainder, if any, of said proceeds or collateral remaining unsold. L VIII Any sale of such collateral, or any part thereof, made by DEPOSITOR or the CUSTODIAN, as appropriate, hereunder may be either at public or private sale; provided, it shall give both the DEPOSITOR, If the sale is made by the CUSTODIAN, and BANK ten (10) days notice of the time and place where such sale shall take place, and such sale shall be to the highest bidder therefor for cash. BANK shall not have the right to bid at such sale. IX If BANK shall desire to sell or otherwise dispose of any one or more of said securities pledged as collateral and deposited with the CUSTODIAN, it may substitute for any one or more of such securities other securities of the same or greater market value and of the character authorized herein and by the Public Funds Collateral Act. Such right of substitution shall remain In full force and may be exercised by BANK as often as it may desire; provided, however, that the aggregate market value of all collateral pledged hereunder, shall be at least equal to the amount of collateral required hereunder and by the Public Funds Collateral Act and other applicable law. If at any time the aggregate market value of such collateral so deposited with CUSTODIAN be less that the total sum of the DEPOSITOR's funds on deposit with said BANK, BANK shall immediately deposit with CUSTODIAN such additional collateral as may be necessary to cause the market value of such collateral to equal the total amount of required collateral. BANK shall be entitled to income on securities held by CUSTODIAN, unless there is insufficient collateral on deposit with the CUSTODIAN to cover the public funds as required by law at the time the request is made. Approval of the DEPOSITOR will be required in all circumstances and if the collateral deficiency Is not cured and the DEPOSITOR's consent is not given (in writing), the income becomes collateral for public funds to the extent of the collateral deficiency. The consent of the DEPOSITOR must be obtained for a security to be released as collateral. Before a security is released from collateral that is to be replaced, the BANK must present to the DEPOSITOR the replacement collateral that is being offered, and the DEPOSITOR must accept such replacement. X If at any time the collateral in the hands of the CUSTODIAN shall have a market value in excess of the sum of balances due DEPOSITOR by BANK, the DEPOSITOR may authorize the withdrawal of a specified amount of collateral by the BANK based on a written request from the BANK to the Commissioners Court. - 9 V 1~.~._..?...YA'U I X (continued) C7 BANK shall have the right at any time and from time to time to substitute new collateral for collateral being held by TRUSTEE, provided that BANK provides evidence reasonably satisfactory to the TRUSTEE that sufficient collateral will remain after such substitution to satisfy the requirements of this depository contract and the Public Funds Collateral Act. XI Either DEPOSITOR or BANK shall have the right to terminate this agreement prior to the expiration date by providing advanced written notice to the other party of its election to do so, and this agreement shall be void from and after the expiration of ninety (90) days after the receipt of such notice, provided all provisions of this agreement have been fulfilled. XII Ninety (90) days to prior to the expiration date of the Initial Term, either party wishing to exercise its option to renew the contract for an additional two (2) year term (the Option Period), must deliver written notice exercising such option to the non-exercising party as referred in Article XVI herein. XIII ~J When the relationship of DEPOSITOR and BANK shall have ceased to exist between DEPOSITOR and BANK, and when BANK shall have properly paid out all deposits of DEPOSSTOR, it shall be the duty of the District Clerk to issue a certificate to that effect to the BANK, the County Treasurers, and the Commissioners Court, and, it all obligations under this agreement and applicable law have been fulfilled, Commissioners Court will issue written authorization to the custodian to deliver all collateral being held in the possession of the CUSTODIAN to the BANK. XIV • This contract is subject to, and incorporates, the current laws governing the relationships between counties, depositories and custodians/trustees and related entities as established by the Texas Local Government Code and the Texas Government Code and any amendments or revisions thereto. BANK warrants and represents that it shall comply with all applicable laws, rules and regulations which govern or apply to BANK in connection with this contract. BANK further warrants that in the event that it is aware of any violation by BANK of applicable laws, rules and regulations, It will bring the event to the attention of the CUSTODIAN and the DEPOSSTOR immediately and in writing within three 13) business days. -75 r i I' i l~ J XV The BANK will provide the District Clerk the gross interest rate factor on a daily basis if the Trust Cash Management Account is used. All instructions for withdrawals will be in writing from the District Clerk or his agent, as set out in paragraph II, and verified verbally by the BANK. This agreement is entered into and is performable in BRYAN, BRAZOS COUNTY, TEXAS, and the venue of any legal actions or proceedings arising out of or related to this contract, or out of any disputes between the parties concerning the subject matter of this contract or arising out of the violation or application of any law governing the subject matter of this agreement (including but not limited to the Public Funds Collateral Act, Texas Government Code, Chapter 2257) is placed by agreement of the parties in BRYAN, BRAZOS COUNTY, TEXAS. XVI All notices, demands, or other writings may be delivered by any party hereto to the other, by United States Mail or other reliable courier at the following addresses: DEPOSITOR: District Clerk Brazos County, Texas 300 East 26th Street, Suite 216 Bryan, Texas 77803 WITH COPIES TO: County Judge Brazos County, Texas 300 East 26th Street, Suite 114 Bryan, Texas 77803 BANK: George A. Lea, Executive Vice President First American Bank, SSB P.O. Box 1033 Bryan, Texas 77805-1033 The address to which any notice, demand, or other writing may be delivered to any party as above provided may be changed by written notice given by such party to the other two parties as above provided. i •I XVII BANK represents that the collateral pledged to DEPOSITOR is not otherwise assigned, pledged or encumbered and that no lien, or security interests exist other than the security interest held by the DEPOSITOR pursuant to this agreement. Possession of the collateral by the CUTODIAN is intended as perfection of DEPOSITOR 's security interest therein. BANK warrants that the collateral (in the form and amount required by law) is held by CUSTODIAN for the benefit of DEPOSITOR and as security for DEPOSITOR 's funds. The Commissioners Court shall deliver to BANK within five (5) working days from the date of execution of this agreement, a list of those individuals authorized to act on behalf of the District Clerk in regard to the matters stated herein. The BANK shall deliver to the Commissioners Court on the date of execution hereof a Certified Corporate Resolution of its' Board of Directors approving this contract and the execution thereof. The BANK shall deliver to Commissioners Court on the date of execution hereof, an executed Collateral Agreement as set forth on Exhibit " D'. The BANK shall deliver to Commissioners Court on the of execution hereof a Certified Corporate Resolution of its' Board of Directors indicating the authority of an individual(s) to pledge collateral on behalf of the BANK •I This contract, Brazos County Invitation to Bid No. 97-021, and BANK's response to Bid No. 97-021 represents the entire agreement between the parties and supersedes any and all representation or agreement, both oral or written, not therein reflected. If any conflicts or inconsistencies shall arise among the terms of this agreement, Bid No. 97-021, and BANK's response to said Bid, the terms of this Contract shall control, then the terms of Bid No. 97-021 and then the Response. EXECUTED this of the parties heret FIRST By: day of June 1999 by the undersigned duly authorized officers Name: SSeorsae A. Lea BRAZOS COUNTY, TEXAS By: Date: - 8- 9q Title: Executive Vice President Date: 17 77 l Bank Sipratw7 esoY{ks By reaclution passed by the Baud of Directors an the 27th day of May 1999. 1 Zo Bailey Secretary . hereby certify that George A. Lea was authorized to sign the bid and execute the depository oontrxt for the District Cleric of Brazos County. Teuat C-;(n 1,4- ~11" Si ~ ATTEST: Corporate Seal -~1 1 -79 • • • A BOND( ACCOUNM BOM3MtyR[P0818 Data: 06/77/99 pledgee Inventory Report Reports: Polo Tim: 19:66:75 For 06/10/99 Version: Wass B0l pages: 10 Institutions 191 (First Amrican Bank • Bryan) P l a d e d I n v e n t o r Fledge-us Total Par )taterlty Trans) CDSIP Seaulty Description M Pledged Par Collateral-value F=mfolio Total Deposits settle Sloe Receipt{ Rate/Div Maturity Issued PTI9C MSS pace Par Market-Value MRRC MkiD.31, DISTRICT CUM (BN4,) 9608090057 916,601.06 07/30/71 16707m91 GaM-II • Pools: 008770 T 916,606.06 957,900.66 ~J 1 1.00 07/01/96 0018 6.67500 07/70/7071 07/01/91 7.650,000.00 957,555.94 plsdgeas 916,604.06 916,606.06 951,900.66 Totals s 1.00 7,650,000.00 9S7,S5S.96 i LN f ( I , 69~ • dVINING SPARKS Help Uoe (901) 762.6464 THIS DEPOSITORY CONTRACT is made and entered Into on the date last heroin written by and between BRAZOS COUNTY, TEXAS, herein after called "DEPOSITOR", and THE FIRST NATIONAL BANK OF BRYAN. a t a banking association, organized under the laws of the United States and authorized by law to do banking business in BRAZOS COUNTY. Texas, and now conducting such business in said BRAZOS COUNTY. Texas, hereinafter called "BANK". 1. DEPOSITOR through action of its Commissioners Court, hereby designates BANK as a depository for the period beginning JUNE 1. 1999 for a term of two years with the option to renew for another two years and not to extend beyond MAY 31.2003. This contract is to cover all accounts owned by the County and all funds held in trust by the DEPOSITOR and placed on deposit with BANK. 11. During the term of this depository contract, the DEPOSITOR will, through appropriate action of its Commissioners Court, designate the officer, or officers, who singly or jointly will be authorized to represent and act on behalf of the DEPOSITOR in any and all matters of every kind arising under this Depository Contract and to (1) execute and deliver to the BANK funds or fund transfer agreements (and any addenda thereto), (2) appoint and designate, from time to time, a person or persons who may request withdrawals, orders for payment or transfers on behalf of the DEPOSITOR in accordance with the electronic funds or fund transfer agreement and addenda and (3) make withdrawals or transfers by written instrument. It 111. DEPOSITOR may arrange for time deposits, and BANK may accept and hold such deposits subject to payment in accordance with the terms of the deposit. In the event funds for a time deposit are withdrawn from a transaction or savings account, at maturity, BANK will deposit the principal amount of the time deposit and any accrued interest in the DEPOSITORY account from which funds were withdrawn to establish the time deposit. Time deposit maturities will not extend beyond the termination of this Agreement without the expressed consent of the BANK. IV. All funds on deposit with BANK to the credit of DEPOSITOR shall be secured by collateral as provided for in the Public Fund Collateral Act (V.A.T.S. Art. 2529d). The total of the market value of the collateral (plus accrued interest or income to the extent it is not included in such market value obtained as provided herein) securing such deposits will be in an amount at least equal to the amount of such deposits increased by the amount of any accrued interest and reduced to the extent that such deposits are insured by an agency or instrumentality of the United States government. The market value with respect to any securities (collateral) as of any date and priced on such date will be obtained from a primary dealer. BANK must receive notification of new deposits prior to 10:30 A.M. on the day deposits are actually received. Twenty- four (24) hours notice is necessary on deposits totaling in excess of 51,000,000 during any banking business day. r r • However, failure to give such notice does not excuse the BANK from properly securing these deposits in accordance with this agreement and the Public Fund Collateral Act within one (1) business day of the deposit. The Commissioners Court and/or its designated representative has the authority to reject any collateral offered by BANK which is not deemed to be allowed under the Public Fund Collateral Act or which is deemed to be of high security risk. V. BANK has heretofore or will immediately hereafter deliver to the County Treasurer (hereinafter designated as "TRUSTEE") or the designated agent of the County Treasurer, collateral of the kind and character above mentioned of sufficient amount and market value to provide adequate collateral for the funds of DEPOSITOR deposited with BANK Said collateral or substitute collateral, as herein provided for, will be kept and retained by TRUSTEE in trust so long as the depository relationship between DEPOSITOR and BANK shall exist hereunder, and thereafter so long as deposits made by DEPOSITOR with BANK hereunder, or any portion thereof, shall have not been properly paid out by BANK to DEPOSITOR or on its order. VI. • Should BANK fail at any time to pay and satisfy, when due, any check, draft, or voucher lawfully drawn against any deposit and the interest on such deposits, or in case BANK becomes insolvent or in any manner breaches its contract with DEPOSITOR, DEPOSITOR shall give written notice of such failure, insolvency or breach to BANK, and BANK shall have three (3) business days to cure such failure, insolvency or breach. In the event that BANK shall fail to cure such failure, insolvency or breach within three (3) business days, the parties hereto authorize the TRUSTEE to surrender to the Commissioners Court in and for the DEPOSITOR the collateral being held by the TRUSTEE upon receipt of a certificate whereby the DEPOSITOR, through its authorized representative, certifies that BANK has failed to perform its obligations under this contract, has otherwise breached this contract or has become insolvent. The BANK agrees and hereby instructs the TRUSTEE that a copy of this agreement attached to the certificate(s) shall serve as the BANK's consent and approval for the TRUSTEE to sell and/or convert the collateral to the use of the DEPOSITOR. The BANK agrees and is bound to provide any other approvals or consents the TRUSTEE may require in order to release the collateral for DEPOSITOR's use. The parties further agree that the DEPOSITOR may seek an order or declaration or order of a court of lawful jurisdiction in the event that the BANK does not comply with this provision or in the event the TRUSTEE refuses to surrender the collateral to the Commissioners Court, with all costs and attorney's fees incurred by DEPOSITOR to be reimbursed thereof, pay DEPOSITOR all damages and losses sustained by it, together with all expenses of any and every kind incurred by it on account of such failure or insolvency, or sale, accounting to BANK for the remainder, if any, of said proceeds or collateral remaining unsold. VI1. Any sale of such collateral, or any part thereof, made by DEPOSITOR hereunder may be either at public or private sale; provided, it shall give both TRUSTEE and BANK ten (10) days notice of the time and place where such sale shall take place, and such sale shall be to the highest bidder therefor for cash. DEPOSITOR and BANK shall have the right to bid at such sale. .y lei J 1 1.1- X 111- If Bank shall desire to sell or otherwise dispose of any one or more of said securities pledges as collateral and deposited with the TRUSTEE, it may substitute for any one or more of such securities other securities of the same or greater market value and of the character authorized herein and by the Public Funds Collateral Act. Such right of substitution shall remain in full force and may be exercised by BANK as often as it may desire; provided, however, that the aggregate market value of all collateral pledged hereunder, shall be at least equal to the amount of collateral required hereunder and by the Public Funds Collateral Act and other applicable law. If at any time the aggregate market value of such collateral so deposited with TRUSTEE be less than the total sum of the DEPOSITOR's funds on deposit with said BANK. BANK shall immediately deposit with TRUSTEE such additional collateral as may be necessary to cause the market value of such collateral to equal the total amount of required collateral. BANK shall be entitled to income on securities held by TRUSTEE, unless there is insufficient collateral on deposit with the TRUSTEE to cover the public funds as required by law at the time the request is made. Approval of the DEPOSITOR will be required in all circumstances and if the collateral deficiency is not seasonable cured and the DEPOSITOR's consent is not given (in writing), the income becomes collateral for public funds to the extent of the collateral deficiency. The TRUSTEE's consent as well as the consent of the DEPOSITOR must be obtained for a security to be released as collateral. Before a security is released from collateral that is to be replaced, the BANK must present to the TRUSTEE the replacement collateral that is being offered, and the TRUSTEE must accept such replacement. IX. If at any time the collateral in the hands of the TRUSTEE shall have a market value in excess of the sum of balances due DEPOSITOR by BANK, the DEPOSITOR may authorize the withdrawal of a specified amount of collateral by the TRUSTEE based on a written request from the BANK to the Commissioners Court. X. Either DEPOSITOR or BANK shall have the right to terminate this agreement prior to the expiration date by providing advanced written notice to the other parry of its election to do so, and this agreement shall be void from and after the expiration of ninety (90) days after the receipt of such notice, provided all provisions of this agreement have been fulfilled. XI. When the relationship of DEPOSITOR and BANK shall have ceased to exist between DEPOSITOR and BANK, and when BANK shall have properly paid out all deposits of DEPOSITOR< it shall be the duty of the TRUSTEE to issue a certificate to that effect to the BANK and the Commissioners Court, and if all obligations under this agreement and applicable law have been fulfilled, Commissioners Court will issue written authorization to the TRUSTEE to deliver all collateral being held in the possession of the TRUSTEE to the BANK. X11. This contract is subject to, and incorporates, the current laws governing the relationships between counties, depositories and custodians/trustees and related entities as established by the Texas Local Government 1.7 10 • Code and the Vernon's Annotated Texas Civil Statutes and any amendments or revisions thereto. BANK warrants and represents that it shall comply with all applicable laws, rules andregulations which govern or apply to this contract. BANK further warrants that in the event that it is aware of any violation of applicable laws, rules and regulations, it will bring the event to the attention of the TRUSTEE and the DEPOSITOR immediately and in writing within three (3) business days. XIII. This agreement is entered into and is performable in BRYAN, BRAZOS COUNTY, TEXAS, and the venue of any legal actions or proceedings arising out of or related to this contract, or out of any disputes between the parties concerning the subject matter of this contract or arising out of the violation or application of any law governing the subject matter of this agreement (including but not limited to the Public Funds Collateral Act, Art. 2529d) is placed by agreement of the parties in BRYAN, BRAZOS COUNTY, TEXAS. XIV. Il u All notices, demands, or other writings may be delivered by any party hereto to the other, by United States Mail or other reliable courier at the following addresses: DEPOSITOR: CUSTODIAN OF FUNDS: Al Jones, County Judge Brazos County, Texas 300 East 26i' Street Bryan, Texas 77803 Brazos County, Texas 300 East 26i° Street Bryan, Texas 77803 TRUSTEE OF COLLATERAL: Brazos County Treasurer Brazos County, Texas 300 East 26°i Street Bryan, Texas 77803 BANK THE FIRST NATIONAL BANK OF BRYAN P.O. BOX 833 BRYAN. TEXAS 77805-0833 The address to which any notice, demand, or other writing may be delivered to any party as above provided may be changed by written notice given by such party to the other two parties as above provided. XV. 1W BANK represents that the collateral pledged to DEPOSITOR is not other wise assigned, pledged or encumbered and that no lien, or security interests txist other than the security interest held by the DEPOSITOR pursuant to this agreement. Possession of the collateral by the TRUSTEE is intended as perfection of DEPOSITOR's security interest therein. BANK warrants that the collateral (in the form and amount required by law) is held by TRUSTEE for the benefit of DEPOSITOR and as security for DEPOSITOR's funds. r The County shall deliver to BANK within five (S) working days fiom the date of execution of this agreement, a list of those individuals authorized to act on behalf of the Court and the Clerks. The BANK shall deliver to County on the date of execution hereof a Certified Corporate Resolution of its Board or Directors approving this contract, the execution thereof and indicating the authority of an individual(s) to pledge collateral on behalf of the BANK. EXECUTED this ].M day of May. 1999 by the undersigned duly authorized officers of the parties hereto. FOR BANK: THE FIRST NATIONAL BANK OF BRYAN (M~IyK~E A. HOLMGREEN DATE: May 13. 1999 1,1 / & A Executive Vice President (91 are) (Tide) FOR BRAZOS COUNTY: (NA E) (Signature) THE STATE OF TEXAS COUNTY OF BRAZOS DATE: G za_~ (ride) BEFORE ME, on this day personally appeared Mike A. Holmg=, Executive Vice President of The First National Bank of Bryan BANK, known to me the person whose name is subscribed to the forgoing instrument, and acknowledged to me that he/she executed the same as the act and deed of theThe First National Bank BANK a corporation, for the purpose and consideration therein expressed and in the capacity therein stated. GIVEN UNDER MY HAND AND SEAL OF OFFICE, this theln of May 1999. TAMMY L. BURCH tV Notary Pubtic. State d Texas my commisslon Wren Notary Publics to o Texas ' MAY 15.20D2 Printed N ni urc Commission Expires: 05-15.2002 • TtIE STATE TEXAS COUNTY OF B RAZ.OS ~}y 2 BEFORE ME, on this day personally appeared of BRAZOS COUNTY, TEXAS known to me the person whose name I u cribed t the forgoing instrument, and acknowledged to me that he executed the same as the act and Peed of the BRAZOS COUNTY, TEXAS, for the purpose and consideration therein expressed and in the capacity therein stated. GIV UNDER MY HAND AND SEAL OF OFFICE, this the 8 of EXPIRES M 'j;~p • • N ary Publi tate of Texas Ec BEA7RIZ D.GREEN Printed Name:MY COMMISSION EXPIRES ' June It. 20M Commission Expires: • e• • 11 RANK DEPOSITORY CONTRACT .-;~a. ti;•'~ ;-,+•~!I~s+.; rte' THIS DEPOSITORY CONTRACT is made and entered into on the date last herein %%Titten by and between the DISTRICT CLERK OF BRAZOS COUNTY, TEXAS herein aC~tercalled N "DEPOSITOR," and FIRST FEDERAL SAVINGS BANK organized under the laws of the United States and authorized by law to do banking business in Bryan, Texas, and now conducting such business in said Bryan, 'T'exas, hereinafter called "BANK." I DEPOSITOR through action of its' Commissioners Court, hereby designates BANK as a depository for the period beginning JUNE 1.1999:or a term of t%vo years (herein the Initial Tenn) with an option to renew for another two years, not to extend beyond May 31, 2003, on the same terms and conditions as set forth herein for the Initial 'fern,. This contract is to cover all accounts and funds held in the Registry of the District Clerk of Brazos County for the Courts of Brazos County by the DEPOSITOR and placed on deposit with BANK. Ili During the term of this depository contract, the DEPOSITOR will, dtrough appropriate action of its Commissioners Court, designate the officer, or officers, who singly or jointly will be authorized to represent and act on behalf of the DEPOSITOR in any and all matters of every kind arising under this Depository Contract and to (1) execute and deliver to the BANK funds or fund transfer agreements (and any addenda thereto), (2) appoint and designate, from time to time, a person or persons who may request withdrawals, orders for payment or transfers on behalf of tl}e DEPOSITOR in accordance with the electronic funds or fund transfer agreement and addenda and (3) make withdrawals or transfers by written instrument. III BANK's application for Depository Contract is incorporated and made part of this contract for all purposes; however, to the extent that any provision therein conflicts with any provision . herein, this Depository Contract will control. IV DEPOSITOR may arange:f0'r, time deposits, and BANK may accept and hold such deposits subject to payment in accordance with the terns of the deposit. In the event funds for a time - deposit are withdrawn from a transaction or savings account, at maturity, BANK will deposit the principal amount of the time deposit and any accrued interest in the DEPOSITORYs account from which funds were withdrawn to establish the time deposit. Interest shall be calculated at the' prevailing rates established from time to time by BANK for similar deposits. Time deposit maturities will not extend beyond the termination of this Agreement without the expressed consent of the BANK. 1W V • 6~ 9~ All funds on deposit with BANK to the credit of DEPOSITOR shall be secured by collateral as provided for in the Public Fund Collateral Act. Texas Government Code, Chapter 2257. The total of the market value of the collateral (plus accrued interest or income to the extent it is not included in such market value obtained as provided herein) securing such deposits will be in all amount at least equal to the amount of such deposits increased by the amount of any accrued interest and reduced to the extent that such deposits are insured by an agency or instrumentality of the United States government. The market value with respect to any securities (collateral) as of any date and priced on such date will be obtained from a primary dealer. BANK must receive notification of new deposits pnor to 10:30 A.M. on Elie day deposits are actually received. Twenty-four (24) hour: =ice is necessary on deposits totaling in excess of 51,000,000 during any banking business day. In no event shall the amount of DEPOSITOR funds on deposit with BANK pursuant to this depository contract exceed one million dollars without prior written consent of BANK. However, failure to give such notice does not excuse the BANK from properly securing these deposits in accordance with this agreement and the Public Fund Collateral Act within one (1) business da% of the deposit. The Commissioners Court and/or its designated representative has the authority to reject any collateral offered by BANK which is not deemed to be allowed under the Public Fund Collateral Act or which is deemed to be of high security risk. VI BANK has he'retofore or will immediately hereafter deliver to the Federal Reserve Bank of Dallas, Texas (hereinafter "CUSTODIAN'), collateral of the kind and character above mentioned of sufficient amount and market value to provide adequate collateral for the funds of DEPOSITOR deposited with BANK. Said collateral or substitute collateral, as herein provided for, will be kept and retained by CUSTODIAN in trust so Ion; as the depository relationship between DEPOSITOR and BANK shall exist hereunder, and thereafter so long as deposits made by DEPOSITOR with BANK hereunder, or any portion thereof. shall have not been properly paid out by BANK to DEPOSITOR or on its order. The agreement. of the parties to place the. collateral with the CUSTODIAN is attached hereto as Exhibit "D" and made a part hereof for all purposes. VII Should BANK fail at any time to pay and satisfy, when due, any check, draft, or voucher lawfully drawn against any deposit and the interest on such deposits, or in case BANK becomes insolvent or in any manner breaches its contract with DEPOSITOR, DEPOSITOR shall give written notice of such failure, insolvency or breach to BANK, and BANK shall have three (3) business days to cure such failure, insolvency or breach. In the event that BANK shall fail to cure such failure, insolvency or breach within three (3) business days, the parties hereto authorize the CUSTODIAN to surrender to the Commissioners Court in and for the DEPOSITOR the collateral being -.held by the CUSTODIAN upon receipt of a certificate whereby the DEPOSITOR, through its~'authodzod representative., certifies that BANK has failed to perform 'AU Z-7 , .j t' ~ ,...r,v,evt.7!tiNeR-t'a4uti..ri+rielnrv Ai+t:.raie~✓►t..- 'y~~%-."~i.at~!'~7! VII (continued) its obligations under this contract, has otherwise breached this contract or has become insolvent. ThQ BANK agrees and hereby instructs the CUSTODIAN that a copy of this agreement attached to the certificate(s) shall serve as the BANK's consent and approval for the CUSTODIAN to sell and/or convert the collateral to the use of the DEPOSITOR. The BANK agrees and is bound to provide any other approvals or consents the CUSTODIAN may require in order to release the collateral for DEPOSITOR's use. The parties further agree that the DEPOSITOR may seek an order or declaration or order of a court of lawful jurisdiction in the event that the BANK does not comply with this provision or in the event the CUSTODIAN refuses to surrender the collateral to the Commissioners Court, with all costs and attomey's fees incurred by DEPOSITOR to be reimbursed thereof, pay DEPOSITOR all damages and losses sustained by it, together %vith all expenses of any and every kind incurred by it on account of such failure or insolvency, or sale, accounting to BANK for the remainder, if any, of said proceeds or collateral remaining unsold. VIII If BANK shall desire to sell or otherwise dispose of any one or more of said securities pledged as collateral and deposited with the CUSTODIAN, it may substitute for any one or more of such securities other securities of the same or greater market value and of the character authorized hbrein and by the Public Funds Collateral Act. Such right of substitution shall remain in full f(5rce and may be exercised by BANK as often as it may desire; provided, however, that the aggregate market value of all collateral pledged hereunder,. shall be at least equal to the amount of collateral required hereunder and by the Public Funds Collateral Act and other applicable law. If at any time the aggregate market value of such collateral so deposited with CUSTODIANN be less than the total sum of the DEPOSITOR's funds on deposit with said BANK, BANK shall immediately deposit with CUSTODIAN such additional collateral as may be necessary to cause the market value of such collateral to equal the total amount of required collateral. BANK shall be entitled to income on secudUes held by CUSTODIAN, unless there is insufficient collateral on deposit with the CUSTODIAN to cover the public funds as required by law at the time the request is made. Approval of the DEPOSITOR will be required in all circumstances and if the collateral deficiency is not cured and the DEPOSITOR's consent is not given (in writing), the income becomes collateral for public funds to the extent of the collateral deficiency. The consent of the DEPOSITOR must be obtained for a security to be released as collateral. Before a security is released from collateral that is to be replaced, the BANK must present to the DEPOSITOR the replacement collateral that is being offered, and the DEPOSITOR must accept such replacement. 0 e 17 111 Any sale of such collateral, or any part thereof, made by DEPOSITOR or the CUSTODIAN, as • appropriate, hereunder may be either at public or private sale; provided, it shall give both the DEPOSITOR, if the sale is made by the CUSTODIAN, and BANK ten (10) days notice of the time and place where such sale shall take place, and such sale shall be to the highest bidder therefor for cash. BANK shall not have the right to bid at such sale. IX 11 X If at any time the collateral in the hands of the CUSTODIAN shall have a market value in excess of the sum of balances due DEPOSITOR by BANK, the DEPOSITOR may authorize the withdrawal of a specified amount of collateral by the BANK based on a written request from the BANK to the Commissioners Court. BANK shall have the right at any titne and from time to time to substitute new collateral for collateral being held by TRUSTEE, provided that BANK provides evidence reasonably satisfactory to the TRUSTEE that sufficient collateral will remain after such substitution to satisfy the requirements of this depository contrac: and the Public Funds Collateral Act XI Either DEPOSITOR or BANK shall have the right to terminate this agreement prior to the expiration date by providing advanced written notice to the other party of its election to do so, and this agreement shall be void froth and after the expiration of ninety (90) days after the receipt of such notice, provided all provisions of this agreement have been fulfilled. XII Ninety (90) days prior to the expiration date of the Initial Term, either party wishing to exercise its option to renew the contract for an additional two (2) year term (the Option Period), must deliver written notice exercising such option to the non-exercising party as referred in Article XVI herein. XIII • When the relationship of DEPOSITOR and BANK shall have ceased to exist between DEPOSITOR and BANK, and when BANK shall have properly paid out all deposits of DEPOSITOR, it shall be the duty of the District Clerk to issue a certificate to that effect to the BANK, the County Treasurer, and the Commissioners Court, and, if all obligations under Ellis agreement and applicable law have been Hftlled, Commissioners Court will issue writte. authorization to the CUSTODIAN to deliver all collateral being held in the possession of the CUSTODIAN to the BANK. XI V This contract is subject to; and incorporates, the current laws goveming the relationships between counties, depositories and custodians/trustees and related entities as established by the Texas Local Government Code and the Texas Government Code and any amendments or revisions thereto. BANK warrants and represents that it shall comply with all applicable laws, rules and regulations which govern or apply to BANK in connection with this contract. BANK fiuther warrants that in the event that it is aware of any violation by BANK of applicable laws, rules and regulations, it will bring the event to the attention of the CUSTODIAN and the DEPOSITOR immediately and in writing within three (3) business days. r- 1--e XV The BANK will provide the District Clerk the gross interest rate factor on a daily basis if the Trust Cash Management Account is used. All, instructions for withdrawals will be in writing from the District Clerk or his agent, as set out in paragraph 11, and verified verbally by the BANK. This agreement is entered into and is performable in BRYAN, BRAZOS COUNTY, TEXAS, and the venue of any legal actions or proceedings arising out of or related to this contract, or out of any disputes between the parties concerning the subject matter of this contract or arising out of the violation or application of cny law governing the subject matter of this agreement (including but not limited to the Public Funds Collateral Act, Texas Government Code. Chapter 2257) is placed by agreement of the parties in BRYAN, BRAZOS COUNTY, TEXAS. XVI All notices, demands, or other writings may be delivered by any party hereto to the other, b% United States Mail or other reliable courier at the following addresses: DEPOSITOR: District Clerk Brazos County, Texas 300 East 26th Street, Suite 216 Bryan, Texas 77803 WITH COPIES TO: County Judge Brazos County, Texas 300 East 26th Street, Suite 114 Bryan, Texas 77803 BANK: FIRST FEDERAL SAVINGS BANK P 0 BOX 3758 BRYAN, TX 77805 The address to which any notice, demand, or other writing may be delivered to any party as above provided may be changed by written notice given by such party to the other two parties as above provided. XVII BANK represents that the collateral pledged to DEPOSITOR is not other wise assigned, pledged or encumbered and that no lien, or security interests exist other than the security interest held by the DEPOSITOR pursuant to this agreement. Possession of the collateral by the CUSTODIAN is intended as perfection of DEPOSITOR's security interest therein. BANK warrants that the collateral (in the form and amount required by law) is held by CUSTODIAN for the benefit of DEPOSITOR and as security for DEPOSITOR's funds. XVII (continued) The Commissioners Court shall deliver to BANK within five (5) working days from the date of execution of this agreement, a list of those individuals authorized to act on behalf of the District Clerk in regard to the matters stated herein. The BANK shall deliver to the Commissioners Court on the date of execution hereof a Certified Corporate Resolution of its' Board of Directors approving this contract and the execution ttiereof. The BANK shall deliver to Commissioners Court on the date of execution hereof, an executed Collateral Agreement as set forth on Exhibit "D". The RAND shall deliver to Commissioners Court on the date of execution hereof a Cenified Cotporatc Resolution of its* Board of Directors indicating the authority of an individual(s) to pledge collateral on bchalf of the (SANK. F~ EXECUTED this a officers of the parties hereto. FIRST FEDERAL SAVINGS BANK X7C5El~tX3C~3;k~.~. ifilC~i~~C~C}@CX ds%, of MO y,9%Y the undersigned duly authorized BRAZOS COLNITY, TEXAS sy.: L 1 B~~: A Jones, Braz s/County judge Natile: MARY L. HEGAR Date: t/._-A-4e Title: SR. VP Date: J y-99 b• ti 1 6 AGi WA t lYoAwlit t34n~5 April 27,1999 Attn: Marc Hamlin Brazos County District Clerk P.O. Box 2208 Bryan, TX 77806 Dear Marc, We are pleased to accept the invitation to extend *.e Depository Contract between Norwest Bank Texas, N.A. and the Brazos County District Clerk. This renewal shall commence on June 1, 1999 for a term of two years with an additional 2 year option to renew, not to extend beyond May 31, 2003. Terms of the original contract dated June 12, 1997 shall remain in effect with the exception of Addendum #3, which addresses Trust Cash Accounts. Norwest Bank no longer offers Trust Cash as an investment vehicle, but has replaced it with InvestAccount, another sweep account product designed to work much the same way as Trust Cash. We would be pleased to discuss this product further with you, should you like. We value the association we have developed with Brazos County over the years and look forward to continued service to your office and the community through our on-going relationship. Should you have any questions, please do not hesitate to give me a call at 776-3299. Sincerely, /_O~ onald E. Hale Vice Chairman REH/Imw Ronald E Hale Vice Chairman Bryan Community Banking Norwest Bank Texas, N.A. Bryan Office 3000 Briarcrest Drive Post Office Drawer 913 Bryan, texas 77805-0913 Bus: 4091776-3299 Fax: 4091776-3216 • I 1-7 9 OIL t •I THE STATE OF TEXAS COUNTY OF BRAZOS BEFORE ME, on this day personally appeared Mervin D. Peters, President - Bryan Community Banking and Chairman • of Norwest Bank Texas, N.A. - Bryan/College Station BANK, known to methe person whose name is subscribed to the forgoing instrument, and aclmowledged to me that ' he/she executed the same as the act and deed of the Norwest Bank Texas, N.A. - Bryan/College Station BANK a corporation, for the purpose and consideration therein expressed and in the capacity Therein state!. t i i GIVEN UNDER MY HAND AND SEAL OF OFFICE, this the 27th of April 11999 LMDA M. WHMELD t Notary Pubic, State d To%" Notary Public. State of W,CTM"R E)01 Printed Name: Commission Expires: 10/l/2001 I It 6 • 1 1 I This extension of Brazos County Bid No. 97-021 is agreed to by representatives of the BAND and BRAZOS COUNTY as evidenced by their signatures below. examrted this g day ofd 1999 by the duly authorized officers of the parties hereto. NORWEST BANK TEXAS( BRAZOS COUNTY. TEXAS By: By: AlTones, Brat County Judge Name: Mervin D. Peters Date: Title: President - Bryan Community Banking Chairman o orwea an Texas, N.A.- Bryan/College Station Date: 4/27199 n f r • •I BEFORE ME, on this day pe Ily appeared of B OS COUNTY, TEXAS known to me the person ose a is sr scribed to the forgoing instrument, and acknowledged to me that he executed the same as the act and deed of the BRAZOS COUNTY, TEXAS, for the purpose and consideration therein expressed and in the capacity therein slated. GIVEN UNDER MY HAND AND SEAL OF OFFICE, this, the O of Apw1, 1999; 01 UE,%TRIy 0. ClI UGN ' ' MY COmAti:3it)N tUtYlflti3 otary Public. S e f Texas , June It. 2002 1 Xi if UL 17 i .P k C r• S, r- ZID JUN 2 5 1999 CITY OF BRYAN t;111 t;r SMYrI~r Orv.LoW ITSERVICES S N[T RY SEWER LINE EASE11~r1't' THE STATE OF TEXAS $ COUNTY OF BRAZOS I KNOW ALL MEN BY THESE PRESENTS: 0 3 S • 0 4 That I, We, Brazos County of the County of Brazos, State of Texas, for an n consideration of the sum of $ 10.00, paid by the City of Bryan, a Municipal Corporation of Brl&s County, Texas, the receipt of which is hereby acknowledged, and the further consideration of1he enhancement of the value of the land hereinafter described, have granted, bargained, and conveyed,Id by these presents, do grant, bargain, and convey unto the City of Bryan, its successors and assigns, a Sanitary Sewer Line Easement for the purpose of constructing and maintaining a sanitary sewer line of said City, on and across a certain tract of land situated in Brazos County, Texas, and described as follows: Lot 1, Block 1 of the Brazos County Complex, Phase One as recorded in Volume 1152, Page 427 of the Official Records of Brazos County, Texas. Said Sanitary Sewer Line Easement being more particularly described as follows: Being a 10 foot Sanitary Sewer Easement running to the south of and parallel with an existing 10 foot Sanitary Sewer Easement as recorded in Volume 199, Page 406 of the Deed Records of F Brazos County, Texas. The centerline of said Proposed 10 foot Sanitary Sewer Easement runs 10 foot south of and parallel with the following described centerline: Beginning at a point being the most easterly corner of the aforesaid Lot 1, Block 1, Brazos County Complex, Phase One, said point also being a corner of the now or formerly owned Robert Dupre 4.67 acre tract and lying on the southwest line of Lot 2, Block 1 of the Ramirez Addition; Thence S 59° 55' 49" W for a distance of 244.8 feet to the centerline of said existing 10 foot Sanitary Sewer Easement, same being the Place of Beginning; Thence N 74° 16' 34" W following the said existing centerline for a distance of 385.9 feet, more or less, to a point for an angle; Tbence N 44° 56' 38" W continuing along the said existing centerline for a distance of 865.5 feet, more or less, to a point lying on the west boundary line of Lot 1, Block 1, Brazos County Complex, Phase One, same being the Point of Terminus. 0687340 • 0 yt^ v It is specifically understood that the City of Bryan and its assigns shall be f7e%, 9A, egress and regress to and from said strip of land for the purpose of making improvements on, and repairs to the aforesaid, as shall be necessary and convenient at all times. 5 TO HAVE AND TO HOLD unto the said City of Bryan, Texas, a Municipal 0 4 Corporation as aforesaid, for the purposes aforesaid, the premises above described. WITNESS (my) (our) hand(s) at Bryan, Texas, this TN day of 0 Ju "a- , 19 0 i 5 THE STATE OF TEXAS § COUNTY OF § BEFORE ME, the undersigned authority, a Notary Public in d for County Texas on this day personally appeared a" known to me to be the person whose name is subscribed to the foregoing instrument, and acknowledged to me that (he), (she) executed the same for the purposes and consideration therein expressed. GIVE UNDER MY HAND AND SEAL, OF OFFICE, this 8 day of _ low 19M. =EA ;PM. D. c : !:E•~ ARY FOLIC //VV • COUNTY,TEXAS VUL ON-17 -WISC-191o "LL-Mal r t t f 6 s I ~ i ' Brat Cash' Rlw ed & AOW CM4w+ • ~ N + 9664 ik G6Q r B' 05.00 .60.00 f Act* \ 62004'11'W ~ owe l~ N 1 467 Ac. N !2' RA, Ab i , *is, 34 4T Lot t': : •et• s • tt' • Block w cynl of o0 Ca„rrll,nh Aral A 492 Acres 48OW2 - 2. Fwd air and Fbw%tV W , to-of 'et' -1e0 AV die C?ry d &rW- 1" % + I • fy S 59.5131 E r'" N ~ 2.V ElAecln~ A>Ar a Ab1' 64 5>~f 92 / t • t:t•ee'e:'~-tit , t• t - ett s w-of t r to Y tnl / 0 2aw.Ulftily Eatt 8bp0 m 3 • N e tt ei tt ~ ~N2,~41-39f M t !t•tt't!• M• ttt' Am- NSA M te.• j BparA L nr - - - . ~ i /BPS' ~ ; b Nk Crl of I , 1001 On R• r • al - !kd • 928.00 / • i tee S59 48QZ E 1687 • 5ANDy poIN r ROA D i - • RULES OF PROCEDURE, CONDUCT AND DECORUM AT MEETINGS OF THE COUNTY COMMISSIONERS COURT 1. All Regular, Special, Emergency and Executive Session Meetings of the Brazos County Commissioners Court will be called and conducted in accordance with the provisions of the Texas Open Meetings Act, Chapter 551, Government Code. II. Regular, Special and Emergency Meetings of the Brazos County Commissioners Court are open to the public and to representatives of the press and media. Executive Sessions of the Commissioners Court are not open to the public, the press or the media and only those individuals expressly requested or ordered to be present are allowed to attend Executive Session. III. The Brazos County Commissioners Court meets in Regular Session on Tuesdays unless otherwise designated. In order for a matter or issue to appear as an agenda item on the Agenda of any Regular Meeting of the Commissioners Court, a request must be filed with and approved by at least one member of the Commissioners Court and/or the County Judge by 12:00 p.m. (noon) on the Thursday immediately preceding the next Regular Meeting of the Commissioners Court. IV. The business of Brazos County is conducted by and between the members of the Brazos County Commissioners Court and by those members of the County staff, elected officials, department heads, consultants, experts and/or members of the public requested to be present and participate. While the public is invited to attend all meetings of the Commissioners Court (except Executive Sessions), the public's participation therein is limited to that of observers unless a member (or members) of the public is requested to address the Commissioners Court on a particular issue (or issues) or unless the member (or members) of the public completes a Public Participation Form and submits same to the County Clerk prior to the time the agenda item (or items) is addressed by the Court. A sample of the Brazos County Commissioners Court Public Participation Form is attached hereto as Exhibit "A" V. The County Judge is the presiding officer of the Brazos County Commissioners Court and is a fully participating member thereof. In the event of the absence of the County Judge, the senior member of the Commissioners Court (in terms of total numbers of years as an elected representative) present at the Regular, Special, Emergency Meeting or Executive Session, shall serve as the Judge Pro-Tem of the Court. However, nothing herein shall prevent the senior member of this Commissioners Court from delegating this duty to another member of the Commissioners Court. 0 r VI. - The County Judge (or the designated Judge Pro-Tern of the Commissioners Court), as presiding officer of the Commissioners Court, is responsible for conducting all meetings and members of the public who have properly completed a Public Participation Form and submitted same to the County Clerk must wait to be recognized before they will be allowed to address the Court. VII. , Special Rules for the Press and Media: A. No media personnel or equipment, including lights, cameras or microphones will be located on the Commissioners Court bench nor closer than five (5) feet in front of the Commissioners Court bench. B. Reporters and media technicians are required to structure their movements, equipment set-up and take-down and adjustments, etc. in such a manner as to not disrupt the Commissioners Court deliberations or the ability of the public to see, hear, and participate in the proceedings. C. Interviews shall not be conducted inside the Commissioners Courtroom during the time the Court is in session. D. Media interviews which are conducted outside the Commissioners Courtroom should be conducted in such a manner that the interview does not disturb, impede or disrupt the proceedings ofany Regular, Special, Emergency and/or Executive Session Meeting of the Court. VIII. The Sheriff of Brazos County, Texas, or his designated deputy, shall serve as the Bailiff at all Regular, Special and Emergency Meetings of the Court. However, in the event of the absence of the Sheriff, or in the event that there exists a conflict of interest between the Sheriff, any member of the Sheriffs Department, and the Commissioners Court, or in the event of an Executive Session of the Court in which the Sheriff is not an authorized participant, then in such event, the Court shall appoint such other commissioned peace officers to serve as Bailiff as may be necessary. IX. From time to time, the Commissioners Court shall conduct town meetings and public hearings. These rules of procedure, conduct and decorum shall also apply to such town meetings and public hearings; however, the Commissioners Court may adopt such additional and supplemental rules for such meetings as may be necessary and appropriate to conduct such meetings in an orderly, efficient and proper manner. r X. These Rules of Procedure, Conduct and Decorum at Meetings of the Brazos County Commissioners Court shall be effective immediately upon adoption by the Court and shall remain in full force and effect until amended or repealed by a majority vote of the C, Commissioners Court. A ' GL Lba: -~1 11 • • I. ADOPTED BY THE UNANIMOUS VOTE OF THE BRAZOS COUNTY COMMISSIONERS COURT on this the 8* day of June, 1999. Alvin W. Jones, unty J To Jone , issioner, Precinct 1 Randy Sims ommissioner, Precinct 3 ~ '124, - y Caul, Jr., Commiss' ne recinct 4 Am.~~S~Thcmton, Commissioner, Precinct 2 Att st. Mary A d, County Clerk r, i i i I , i i1 b • +1U1,.......11 av.yACi &.j ()I . may,,., BRA2.OS COUNTY COMMISSIONERS COURT Public Participation Form Instructions: Fill out all appropriate blanks. Please print or write legibly. NAME: HOME ADDRESS: HOME TELEPHONE: PLACE OF EMPLOYMENT: EMPLOYMENT TELEPHONE: Do you represent any particular group or organization? If you do represent a group or organization, please state the name, address and telephone number of such group or organization: Which agenda item (or items) do you wish to address? In general, are you for or against such agenda item (or items)? Signature: NOTE: This Public Participation Form must be presented to the County Clerk prior to the time that the agenda item (or items) you wish to address are discussed before the Court. I f i BID TABULATION 99-046 TEMPORARY EMPLOYMENT SERVICES lllc~ C I S Q~ O I DESCRIPTION HOURS EXPRESS PERSONNEL HUMAN RES CONN INITIAL TALENT TREE STAFFING KELLY SERVICES SNEWNG PERSONNEL MANPOWER 1.Receptimist 140 S 878 $ 1,22920 $ 882 $ 1,23480 $ 8.25 S 1,15500 S 8.17 S 1,14380 $ 1000 $ 1,400.00 S 806 $ 1,12840 2 General Clerk I 900 S 8.78 $ 7,90200 $ 1036 $ 9,32400 $ 8 25 $ 1,42500 $ 8.17 $ 7,353.00 $ 11.20 $ 10,080.00 $ 8.38 $ 7,542.00 3. General Clerk II 100 $ 9.06 $ 90600 $ 1036 $ 1,03600 $ 895 $ 89500 S 8 51 S 85100 $ 1160 $ 1,160.00 $ 8 70 $ 870 00 4. Data Entry Clerk 30 $ 9 06 $ 171.80 $ 1036 S 310 80 $ 8.95 $ 26850 $ 8.51 $ 25530 $ 11.20 S 336.00 $ 8.70 $ 26100 5. Secretary 1000 $ 935 $ 9,35000 $ 11.84 $11,84000 $ 9 25 $ 9,25000 $ 9.19 S 9,190.00 S 1240 S 12,400.00 $ 935 S 9,35000 6. Sena Secretary 30 $ 9 91 $ 29730 $ 1184 $ 355.20 $ 9 65 $ 28950 $ 988 $ 29640 $ 13.60 $ 40800 $ 9.68 $ 290 40 7. AccambN Clerk 150 $ 8 78 $ 1,31700 $ 1110 $ 1,66500 $ 895 $ 1,34250 $ 8 51 $ 1.27650 $ 12.80 $ 1,920.00 $ 968 $ 1,45200 8. Equipment Operator 30 $ 935 $ 28050 NIA $ $ 8 95 $ 26850 S 10.10 S 30300 $ 11.20 $ 33600 $ 9 36 $ 280.80 9 Ublay Worker 1 90 $ 906 $ 81540 NIA $ S 9.40 $ 646.00 $ 9 25 $ 832.50 $ 11.20 $ 1,00800 $ 936 $ 642.40 10 Utility Worker II 30 $ 9.06 $ 27180 NIA $ S 9 40 S 282 00 S 9 40 $ 282 00 $ 1040 $ 31200 $ 936 S 28080 4".04 1.W 3O[3,100W a u,U[[.uu azt,rtu.5u i Z9,360.00 $22,297.80 RECOMMENDATION: Primary: Kelly Sw*es Secondary: Iratial Talent Tree AKemate: Manpoeer AWARD DATE. N 1 l 1 • BRAZOS COUNTY COMMISSIONERS' COURT ACTION FORM DEPARTMENT Road and Bridge NUMBER 560001 DATE OF COURT MEETING: June 3. 1999 ITEM: Request from United Telef2hone Comply of Texas for parallel cable Installation in the right of way ' Kathy Fleming Road (Millican. Texas). Site is located in Precinct SOURCE OF FUNDS: N/A PRESENTATION: A) No work will be permitted between front slope and/or back slope. B) The line shall be installed 1) within 3-6 of and parallel to the right of way line and/or 2) in the case of a road bore, perpendicular to the right of way line. C) If clearing of brush, trees and other obstruction is necessary, it shall be the Applicant's responsibility to do so and to remove all cleared brush, trees, etc. from County right of way. i D) Duch line shall be compacted to 90% standard density ASTM-Test Method No. D-698; test shall be conducted by an independent Geotechnical testing firm; copies of all test results shall be furnished to the office of the Brazos County Engineer. E) Construction shall be in strict conformance to the latest Texas Manual of Uniform Traffic Control Devices for Streets and Highway, published by the Texas Department of Transportation, and all other state and federal laws governing utility construction. .0 11 Richard F. ce, P. County OF. CC99-048 SUBMITTED BY. ApprovedG#'DeniedO by Commissioners' Court Date: (o - 8 - 9y Alvin W. Jones, C unty Judge ,jb O AR ~ F APPROVE Y• tssi ony Jones Co Precinct 1 ATTN: Richard F. Vance W.O.36269224 Brazos County Engineer 2617 W. HWY 21 Bryan, Texas 77803 Dear Sir: Formal notice is hereby given that the United Telephone Company of Texas, Inc. proposes to install buried communications cable upon and along the right-of-way of county roads in Brazos County, Texas, as follows: IMPROVED ROADS (paved) - The contractor will plow cable in backslope wfth 8' of right-of-way line. Pipe will be bored under all paved county roads extending from ditch line to ditch line with a minimum cover of 30". IMPROVED ROADS (gravel) - The contractor will plow cable in the backslope of the road, one track of the plow tractor on the backslope the other may come to the shoulder of the road neither whole tractor or plow will be on the road surface. ~J UNIMPROVED ROADS (dirt) - Same as improved, unless because of ditches, trees and other terrain features, it is more practical to plow in the center of the road In these cases, the cable will be plowed in the center of the road. Not applicable in County. BRUSH DISPOSAL - Any brush, trees, etc., that are cut will be burned or disposed of and not left in the ditch. Rocks brought up by tractor or plow will be disposed of. DEPTH OF CABLE - All cables will be placed at a minimum depth of 30' except where crossing dams or ditches, at which locations the depth of cables will be at a minimum of 36'. The following are requirements which are made on the contractor: 1. The plowing equipment shall be subject to the approval of the Engineer and the Public Authorities having jursidiction over highway and road rights-of-way 2. The equipment and construction methods used by the contractor shall be such as to cause minimum displacement of the soil. The slot made in the soil by the cable plow shall be closed immediately by driving a vehicle track or wheel over the slot or by other suitable means. 3. Damage to banks, ditches, driveways, and roads caused by the equipment shall be immedeiately repaired to the satisfaction of the Engineer and Public Authorities having jursidiction over highway and road right-of- way where involved. 4. Trenches shall be promptly back-filled with earth, and mechanically tamped at six (6) inch lifts so that the earth is restored to original l grade to assure no hazard to vehicular, animal or pedestrian traffic. _ r' ! r C 1 No trenches shall be left open overnight. 5 f p 5. The usual 10%fees withheld from contractor until repairs are made satisfactory with Engineer and Public Authorities having jurisdiction r < < ' 05 J 1 . :i of right-of-way involved. Brazos County will not be held liable at any future date for accidental damages to the buried cable plant by road working equipment such as maintainers, hole diggers, etc. In the event of such damages the Telephone Comapany will be notified Immediately. The County Commissioners Court may require the owners to relocate this line, for valid reasons under the law, by giving thirty (30) days written notice. a. Where communication facilities are located on county road ROW the Telephone Company will relocate said facilities at no expense to the County. b. Where communication facilities are located on private property the county will reimburse the Telephone Company for the relocation of said facilities. At any place where a communications line crosses over a county road, it shall be constructed and maintained at least eighteen (18) feet above the surface of the traffic lane. Please notify forty-eight (48) hours prior to starting construction of the line, in order that a representative may be present. The locations of the proposed lines are more fully shown by the copies attached to this nonce. Construction of this line will begin on or after the 1st day of June , 1999. SPRINT/UNITED TELEPHONE COMPANY OF TEXAS, INC. BY /Gary Donald DATE: 05/24/99 TITLE: Net rk Engineer II P. 0. BOX 2077 Humble, TX 77347-2077 A a APPROVED: i County !fudge for Comm' inners Court' Va"d Zos COUNTY DATE t 1 J 0 0 Irk M N X I K, RY FIFJNMIN6 RD. (sn) )W"A ,G 0 ~ B 7'~1w ~ r` x- 116 t / j,v/ 1. W CV 6•~p-L9 106.201-250 VtS-ZJ-L'L 106v 301-325 - ~ r ~OQ~ L ~ 7~9~ 9306 ~ 2d 262 ° n XX/90968 /~3~yg - XMt' MUXQ9l 510 C ~ OB-b-22 / ,3d7-3/2 O B-25-f9 ICS Z51-?/,2 U- MIIX 00/'30-?x5 ldbDS-yD0 MI7Ml C-In T 1,7/6 3 Iva u ~ t 157 VI 10, 6 106 Ivy 250II SHEET 1 V I ~ 4 uz/9i a) B-Id9-2Z I06. ZOJ -262 A.63-75 A66 , 30/ 3/2 M6 , 313-3?5 9EC . vi .1,30-35 106 9g15'75 0I066301-3a6 04E~ OCAD6 R. GPLH 8 Pl. 10 M.7F,4M. BLK. ~ m 1 il- r0' ~ 1 ~ + + orbs f, A-% FEVIIMNS OfiVEEN T[ttE EXOI SfA1E CGGE DST MIILIfAN D.SO DL: BIR. flJMlEI87 NAVASOTA 7X 36-.Cb81 dd~ Sprint Sprint onieeatr4pAmv44vert °°"^w ra a t %A= 362/0922~1 caam@ C-Z MES s ~ SHEET 1 p4z9no O y23uo 2'BORE 25• - Ovzalio REjNWE CAD b qZ3 PIM 8 ~A.. 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