Your Role Initially
1. Propose a quality product or service that will: (1) be of specific value to community banks; (2) that will provide a significant number of CBAO members with increased competitive advantage and profitability; and (3) that will provide a significant number of CBAO members with enhanced relationships with their customers.

2. Sign a non-disclosure agreement (NDA) and then you will receive a "Launching A New Endorsement" packet.  Contact Craig Buford via e-mail at Cbuford@cba-ok.org or via phone at  405/524-4122 to receive an NDA then complete and fax it back to 405/524-0442.

3. Review the "ESP's Financial Commitment" (a substantial annual commitment that includes a generous amount of marketing support) and counsel with staff for details.

4. Send an executive summary (that explains how your product/service satisfies #1 above and outlines the advantages, for both parties, of an endorsement) along with your company brochure to:

Craig Buford
CBAO
4545 N. Lincoln Blvd. Suite 162

Oklahoma City, OK  73105

CBAO Staff Role Initially
1. Review your executive summary to be sure it satisfies #1 above.  If it does, we review it with the CBAO board of directors to determine their level of interest in pursuing endorsement.  Please Note: the endorsement process takes an average of six months.

2. Notify the service provider of the results of the review outlined above.

3. If the board sees a potential benefit for IBAT members, we begin the due diligence process (see "Evaluation" in "Launching" packet) and assist provider in packaging the application for endorsement.

Next Steps
1. Prepare your Evaluation. These questions solicit information relevant to the "CBAO Way" of managing ESP relationships and critical due diligence data that is essential to a bank's decision to use the ESP.

2. During this process the board may ask for any or all of the following: