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Res 49-03RESOLUTION NO. 49-03 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF DELRAY BEACH, FLORIDA, AUTHORIZING THE EXECUTION AND DELIVERY OF A MASTER LEASE/PURCHASE AGREEMENT WITH BANC OF AMERICA LEASING & CAPITAL, I.I.C; AUTHORIZING A LEASE OF EQUIPMENT THEREUNDER; AUTHORIZING THE EXECUTION OF SUCH OTHER DOCUMENTS AS MAY BE NECESSARY TO COMPLETE THE TRANSACTIONS CONTEMPLATED HEREBY; AND PROVIDING AN EFFECTIVE DATE. BE IT RESOLVED by the City Commission of the City of Delray Beach, Florida (the "City") as follows: Section 1. Findings. It is hereby ascertained, determined and declared that: The City deems it necessary, desirable and in the best financial interest of the City and its inhabitants that it enter into a Master Equipment Lease/Purchase Agreement (the "Master Lease/Purchase Agreement'') with Bank of America Leasing & Capital, LLC (the "Lessor"), to provide for the lease and purchase from time to time of equipment essential to the governmental, municipal or public purposes or functions of the City or to the services the City provides its inhabitants. The City has an immediate need for telephone equipment (for the welfare of its dtizens, and it is in the best financial interest of the City that the Equipment be leased pursuant to the Master Lease/Purchase Agreement. The City is authorized and empowered by the Constitution and hws of the State of Florida, inducting partio_~hdy Chapter 166, Florida Statutes, and other applicable provisions of law (the "Act"). The City is authorized and empowered by the Act to enter into transactions such as those contemplated by the Master Lease/Purchase Agreement and to fully perform its obligations thereunder in order to acquire the Equipment. The small size of the lease financing, current market conditions and other circumstances require that the Master Lease/Purchase Agreement and the leases of equipment thereunder be negotiated at private sale rather than offered by competitive bid. Section 2. Authorizal;ion of Execution and Delivery. of Master Lease/Purchase A~eement. The Master Lease/Purchase Agreement, substantially in the form attached hereto as Exhibit A, with such omissions, insertions and variations as may be approved on behalf of the City by the Mayor, such approval to be evidenced conclusively by the Mayor's execution thereof, is hereby approved and authorized. The City hereby authorizes and directs the Mayor to execute the Master Lease/Purchase Agreement and deliver the same to the Lessor. AH of the provisions of the Master Lease/Purchase Agreement, when executed, dated and delivered by or on behalf of the City as authorized herein and by or on behalf of the Lessor, shall be deemed to be part of this Resolution as fully and to the same extent as if incorporated verbatim herein. Section 3. Authorization of Leases of the Faa. uipment. The lease of the Equipment pursuant to the Master Lease/Purchase Agreement, as set forth on Schedule of Property (together with the Rental Payment Schedules associated therewith, the "Schedules"), is hereby approved. The City hereby authorizes and directs the Mayor to execute each of the Schedules and deliver the same to the Lessor. AH of the Schedules, when executed, dated and delivered by or on behalf of the City authorized herein and by or on behalf of the Lessor, shall be deemed to be part of this Resolution as fully and to the same extent as if incorporated verbatim herein. Section 4. General Authority.. The Mayor, the City Clerk and the officers, attorneys and other agents and employees of the City are hereby authorized to do all acts and things required of them by thi.~ Resolution or desirable or consistent with the requirement hereof for the full, punctual and complete performance of all of the terms, covenants and agreements contained in the Master Lease/Purchase Agreement and the Schedules, and they are hereby authorized to execute and deliver all certificates and documents which shall reasonably be required by the Lessor to effectuate the transactions described herein, including without limitation the documents described in Exhibits B, C and E of the Master Lease/Purchase Agreement. Section 5. ~everability of Invalid Provisions. If any one or more of the covenants, agreements or provisions of this Resolution sh~ll be held contrary to any express provision of law or contrary to the policy of express law, though not expressly prOhibited, or against public policy, or shall for any reason whatsoever be held invalid, then such covenants, agreements and provisions shall be null and void and shall be deemed separable from the remaining covenants, agreements and provisions of this Resolution, and shall in no way affect the validity of any of the other covenants, agreements or provisions hereof. 2 RES. NO. 49-03 Section 6. Effective Date. This resolution shall become effective immediately upon its passage. PASSED AND ADOPTED THIS 22~rt~ day of July, 2003. {o ic a SEAI } ATTEST: City Cl~k 3 RES. NO. 49-O3 MEMORANDUM To: David T. Harden, City Manager From:,/~ Thru: Rebecca S. O'Connor, Treasurer Joseph M. Safford,(~or of Finance Subject: Proposed $107,373.45 Lease Purchase Agreement Date: July 17, 2003 Background On June 26, 2003 the Finance Department sent out a request for proposal (RFP) to several financial institutions asking them to provide bids for lease purchase financing of a (1) Nortel Option 11C PBX System ($147,376.45) approved by City Commission on February 18, 2003 and (2) a server required to operate the system ($4,997). Available City funding in the amount of $45,000 will be used to offset the lease amount resulting in a lease purchase amount of $107,373.45. Term We asked that the financial institutions make fixed rate bids based on a 36 month term. Security The Lease Purchase will be secured on an annual basis from non-ad valorem revenues. Bid Responses The City received responses from BSFS Equipment Leasing, Banc of America Leasing through the Florida League of Cities, and SunTrust Leasing, and Wachovia Bank, N.A. See attached schedule. The lowest bid was received from Bank of America Leasing Corporation at a rate of 2.73% with a total cost of $4,439 which represents an interest cost of $4,325 and a servicing fee of $114 for the 36 month period. Recommendation We recommend approving Resolution # 49-03 authorizing the master lease purchase agreement with Banc of America Leasing & Capital, LLC as well as authorizing the execution of other such documents that may be necessary to execute the agreement. The terms are as follows: a rate of 2.73%, a 36 month term, plus out of pocket fees of $114. CITY OF DELRAY BEACH LEASE PURCHASE NORTEL OPTION 11C PBX SYSTEM BANK OF BSFS EQUIP- SUNTRUST WACHOVIA AMERICA MENT LEASING LEASING RATES PAYMENT 2.73% 3.95% 3.95% 3.24% UPFRONT ARREARS ARREARS ARREARS LEASE PURCHASE BY BANK (BANK QUALIFIED RATE) MONTHLY PAYMENT PAYMENT TOTAL LESS PRINCIPAL 3,103 3,168 3,168 3,134 111,698 114,040 114,055 112,821 107,373 107,373 107,373 107,373 INTEREST COST FEES TOTAL COST 4,325 6,667 6,682 5,448 114 - 4,439 6,667 6,682 5,448 RESOLUTION NO. 49-03 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DELRAY BEACH, FLORIDA, AUTHORIZING THE EXECUTION AND DELIVERY OF A MASTER LEASE/PURCHASE AGREEMENT WITH BANC OF AMERICA LEASING & CAPITAL, LLC; AUTHORIZING A LEASE OF TELEPHONE EQUIPMENT THEREUNDER; AUTHORIZING THE EXECUTION OF SUCH OTHER DOCUMENTS AS MAY BE NECESSARY TO COMPLETE THE TRANSACTIONS CONTEMPLATED HEREBY; AND PROVIDING AN EFFECTIVE DATE. BE IT RESOLVED by the City Council of the City of Delray Beach, Florida (the "City") as follows: Section 1. Findings. It is hereby ascertained, determined and declared that: (a) The City deems it necessary, desirable and in the best financial interest of the City and its inhabitants that it enter into a Master Equipment Lease/Purchase Agreement (the "Master Lease/Purchase Agreement") with Banc of America Leasing & Capital, LLC (the "Lessor"), to provide for the lease and purchase from time to time of equipment essential to the governmental, municipal or public purposes or functions of the City or to the services the City provides its inhabitants. (b) The City has an immediate need for telephone equipment (the "Equipment") for the welfare of its citizens, and it is in the best financial interest of the City that the Equipment be leased pursuant to the Master Lease/purchase Agreement. (c) The City is authorized and empowered by the Constitution and laws of the State of Florida, including particularly Chapter 166, Florida Statutes, and other applicable provisions of law (the "Act"). (d) The City is authorized and empowered by the Act to enter into transactions such as those contemplated by the Master Lease/purchase Agreement and to fully perform its obligations thereunder in order to acquire the Equipment. Section 2. Authorization of Execution and Delivery of Master Lease/purchase Agreement. The Master Lease/Purchase Agreement, substantially in the form attached hereto as Exhibit A, with such omissions, insertions and variations as may be approved on behalf of the City by the Mayor, such approval to be evidenced conclusively by the Mayor's execution thereof, is hereby approved and authorized. The City hereby authorizes and directs the Mayor to execute the Master Lease/Purchase Agreement and deliver the same to the Lessor. All of the provisions of the Master Lease/Purchase Agreement, when executed, dated and delivered by or on behalf of the City as authorized herein and by or on behalf of the Lessor, shall be deemed to be part of this Resolution as fully and to the same extent as if incorporated verbatim herein. 004.270434.1 Section 3. Authorization of Leases of the Equipment. The lease of the Equipment pursuant to the Master Lease/Purchase Agreement, as set forth on Schedule of Properties together with the Rental Payment Schedules associated therewith, the "Schedules"), is hereby approved. The City hereby authorizes and directs the Mayor to execute each of the Schedules and deliver the same to the Lessor. All of the Schedules, when executed, dated and delivered by or on behalf of the City as authorized herein and by or on behalf of the Lessor, shall be deemed to be part of this Resolution as fully and to the same extent as if incorporated verbatim herein. Section 4. General Authority. The Mayor, the City Clerk and the officers, attorneys and other agents and employees of the City are hereby authorized to do all acts and things required of them by this Resolution or desirable or consistent with the requirements hereof for the full, punctual and complete performance of all of the terms, covenants and agreements contained in the Master Lease/Purchase Agreement and the Schedules, and they are hereby authorized to execute and deliver all certificates and documents which shall reasonably be required by the Lessor to effectuate the transactions described herein, including without limitation the documents described in Exhibits B, C and E of the Master Lease/Purchase Agreement. Section 5. Severability of Invalid Provisions. If any one or more of the covenants, agreements or provisions of this Resolution shall be held contrary to any express provision of law or contrary to the policy of express law, though not expressly prohibited, or against public policy, or shall for any reason whatsoever be held invalid, then such covenants, agreements and provisions shall be null and void and shall be deemed separable from the remaining covenants, agreements and provisions of this Resolution, and shall in no way affect the validity of any of the other covenants, agreements or provisions hereof. Section 6. Effective Date. immediately upon its passage. This Resolution shall become effective PASSED AND ADOPTED this ~ day of [OFFICIAL SEAL] ATTEST: Mayor City Clerk 004.270434.1 2 "Acquisition Fund Agreement~ means, with respect to any Lease, an Acquisition Fund Agreement in form and substance accep~le to and executed by the Lessee, the Lessor and the Acquisition Fund Custodian, pursuant to which an Acquisition Fund is e~mblished and administered. Master Equipment Lean/Purchase Agreement (Standard Program) This Master Equipment Lease/Purchase Agreement (this "Agreement") dated as of , and entered into among Bane of America Leasing & Capital, LLC, a Delaware limited liability company ("Lessor"),. Florida League of Cities, Inc., a Florida not-for-profit corporation ("Sponsor") and , a [body corporate and politic/municipality] existing under the laws of the State of Florida ("Lessee'). wttEREAS, Lessor has established, and the Sponsor is sponsoring, a Master Lease/Purchase Program Agreement to provide political subdivisions in the State of Florida with low-cost, tax-exempt equipment financing alternatives; and WHEREAS, Lessee desires to lease and acquire from Lessor certain equipment described in each Schedule (as each such term is defined herein), subject to the terms and conditions of and for the purposes set forth in each Lease; and in the event of a conflict the terms of a Schedule prevail; and · WttEREAS, the relationship between the parties shall be a continuing one and items of equipment may be added to the Equipment from time to time by execution of additional Schedules by the parti~ hereto and as otherwise provided herein; and WHEREAS, Lessee is authorized under the constitution and laws of the State to enter into this Agreement and the Schedules hereto for the purposes set forth hereih; NOW, THEREFORE, for good and valuable consideration, receipt of which is hereby acknowledged, and in consideration of the premises hereina/~ contained, the parties hereby agree as follows: ARTICLE I. Section 1.01. Definitions. The following terms will have the meanings indicated below unless the context clearly requires otherwise: ".4cqutsition Amount" means the amount specified in each Lease and represented by the Lessee to be sufficient to acquire the Equipment listed in such Lease, which amount shall be not less than $50,000 per Lease. ",4cquiSition Fund" means, with respect to any Lease, the fund established and held by -the Acquisition Fund Custodian pursuant to the related Acquisition Fund Agreement, if any. "Acquisition Fund Custod/an" means the Acquisition Fund Custodian identified in any Acquisition Fund Agreement, and its successors and assigns. "Acquisition Period" means, with respect to each l.~ase, that period stated in such Lease, commencing on the date of execution thereof and ending not later than three years thereafter, during' Which/he Lease Proceeds attributable to such Lease may be expended on Equipment Costs. 'Act' means, collectively, applicable pmvisiom of law. , the Constitution of the State, and other "Agreemenff meam this Master Equipment I. mlse/Purchase Agreement, including the exhibits hereto, together with any amendments and modifications to the Agreement pursuant to Section 13.07. "Code" means the Internal Revenue Code of 1986, as amended. Each reference to a Section of the Code herein shall be deemed to include the United States Treasmy Regulatiom proposed or in effect thereunder. "Commencement Date" me,m, for each Lease, the date when Lessee's obligation to pay Rental Payments commences under such Lease, which date shall be the earlier of (i) the date on which the Equipment listed in such Lease is accepted by Lessee in the manner described in Section 5.01, or (ii) the date on which sufficient moneys to purchase the Equipment listed in such Lease are deposited for that purpose with an Acquisition Fund Custodian. · 'Equipment" mo-, the property listed in each of the Leases and all ~placements, repairs, restorations, modifications and improvements thereof or thereto made pursuant to Section 8.01 or Article V. Whenever reference is made in this Agreement to Equipment listed in a Lease, such reference shall be deemed to include all such replacements, ~zirs, restorations, modifications and improvements of or to such Equipment. 'Equipment Costs" means, to the extent permitted by the Act, the total cost of the Equipment listed in each Lease, including all delivery charges, imtallafion charges, capitalizable consulting ~ training fees approved by Lessor, legal fees, financing costs, motor vehicle registration.fees, recording And filing fees, And other costs necessary to vest full, clear legal title to the Equipment in Lessee, subject to the interest granted to And retained by Lessor as set forth in each Lease, And otherwise incurred in connection with the fumnc~ provided by the lease- purchase of the Equipmem ss provided in each Lease; provided that in no event shall capitalizable delivery charges, installation charges, taxes and similar capitalizable "soft costs" relating to such Equipment exceed 20 % of the total cost of such Equipment as determined by Lessor. "Expe~e Fund" means, with respect W any Lease, the fund established And held bY the Acquisition Pund Cuswdian pursuant to the rehmi Acquisition Pund Agreement. "Event of Defau/t" means an Event of Default descrn'bed in SectiOn 12.01. "Funding Expir~on Date' means Agrex. ment]. [three years from date of 'Lease' means a Schedule and the terms of thi.~ Agreement which are incorporated by reference into such Schedule. Each Schedule with the incorporated terms of ~ Agreement shall constitute a separate and independent Lease. "Lease Proceeds" means, with respect to each Lease, the wtal amount of money to be paid by the Lessor to the Acquisition Fund Custodian for deposit and application in accordance with such Lease and the Acquisition Fund Agreement. 'Lease Term" for each Lease means the Original Term and all Renewal Terms therein provided and for this Agreement means the period from the date hereof until this Agreement is "Lessee' means the entity referred to as Lessee in the first paragraph of this Agreement. 'Lessor' means (a) the entity referred to as Lessor in the first paragraph of this Agreement or Co) any assignee or transferee of any fight, title or interest of Lessor in and to the Equipment under a Lease or any Lease' (including Rental Payments thereunder) pursuant to Section 11.01, but does not include any entity solely by reason of that entity mtaiuing or assuming any obligation of Lessor to perform under a Lease. "Original Term" means the pedod from the Commencement Date for each Lease until the end of the fiscM year of Lessee in effect at such Commencement Date. 'Purchase Price" means, with respect to the Equipment listed on a Lease, the amount that Lessee may pay to Lessor to purchase such Equipment as provided in such Lease. 'Renewal Terms" means the renewal terms of each Lease, each having a duration of one year and a term coextensive with Lessee's fiscal year, as specified in the Schedule applicable thereto. 'Rental paYments' me~t, the basic rental payments payable by Lessee under each Lease pursuant to Section 4.01, in each case consisting of a principal component and an interest '$chedu/e" means each separately numbered Schedule of Property substantially in the form of Exlfibit A hereto together with a Rental Payment Schedule attached thereto substantially in the form of Exhibit A-1 hereto. "Sponsor" means Florida League. of Cities, Inc., a Florida not for pwfit corporation. 'State" means the State of Florida. 'Vendor' means the manufacUuer or supplier of the Equipment or any other Person as well as the agents or dealers of the manufacturer or supplier from whom Lessor arranged Lessee's acquisition and financing of the Equipment pursuant to the applicable Lease. ARTICT.~. II. Section 2.01. Representations and Covenants of Lessee. This Section 2.01 sets forth facts and estimates upon which Lessor and its counsel, and Sponsor and its counsel, may rely regard~g the exclusion of the interest portion of the Rental Payments from the gross income of the Lessor, and the facts and estimates upon which Lessee bases its reasonable expectation that the obligation to make Rental Payments pursuant to the Leases does not create an arbitrage bond under Section 148 of the Internal Revenue Code of 1986, as amended, and applicable Treasury Regulations. Lessee represents, covenants and warrants for the benefit of Lessor and Sponsor on the date hereof and as of the Commencement Date of each Lease as follows: (a) Lessee is a political subdivision of the State within the me~nin..~ of Section 103(c) of the Code, duly organized and existing under the constitution and laws of the State, including the Act, with full power and authority to enter into this Agreement and each Lease and the transactions contemplated hereby, and to perform aH of its obligations hereunder and under each Lease. (b) Lessee has duly anthofiz~ the execution and delivery of this Agreement and each Lease by proper action of its governing body at a meeting duly called, regularly convened and attended throughout by the requisite quorum of the members thereof, or by other appwpriate official approval, and aH requirements have been met and procedures have ocam~ in order to ensure the validity and enforceability of this Agreement and each Lease. (c) No event or condition that constitutes, or with the giving of notice or the lapse of time or both would constitute, an Event of Default exists at the date hereof. Lessee is not in default under any indenture, mortgage, deed of trust, bank loan, credit agreement or other material instntment to which Lessee is a party. (d) The entering into and performance of each Lease by the Lessee will not viohte any jucLtnnent, order, or regulation applicable to Lessee, and except as otherwise expressly provided in this Agreement, result in the creation of any lien, chatge~ security interest, or other encumbrance upon any assets of Lessee pursuant to any indenture, mortgage, deed of trust, bank loans, credit agreement or other insmunent to which Lessee is a party or by which it or its assets may be bound. (e) There are'no actions, suits, proceedings or tax claims pending or, to the knowledge of Lessee, threatened against or affecting Lessee in any court or before any governmental commission, board or authority, which, if adversely determined, will have a material adverse effect on the ability on the Lessee to perform its obligations under this Agreement or any Lease. (f) If applicable to the Lease, Lessee has complied and will comply with Sections 21838, 218.385(2) and 218385(3), Florida Statutes, with respect to each Lease. (g) If applicable to the Lea~, the interest rate for the interest portion of the Rental Payments, on the fu~t date imerest begins to accrue, does not exceed a rate of interest permitted by Section 215.84, Florida Statutes. (h) Lessee will do or cause to be done all things necessary to preserve and keep in full force and effect its existence as a political subdivision within the meaning of Section 103(c) of the Code. · (i) Lessee has complied and will com?ly with such open mee _'~ laws and .public bidding .requirements as may be' applicable't~ ~Agreement andeach Lease and the acquisition by LeSSee of the Equipment as pwvided in each ~ or, in the case of public bidding-requirements, has otherwise complied and will comply with Sect/on 218385(1), Florida Statutes, in connection with each Lease. ii) During the Lease Term, the Equipment will be used by Lessee only for the purpose of performing essential governmental or proprietary functions of Lessee permitted under the Act. Lessee does not intend to sell or otherwise dispose of the Equipment or any interest therein prior to the last Rental Payment (including all Renewal Terms) scheduled to be paid under each Lease. (k) Lessee has kept and throughout the Lease Term shall keep its books and. records in accordance with generally accepted accounting principles and'practices consistently applied and shall deliver to Lessor (i) annual audited financial statemems (including a balance sheet, statement of revenues, expenses and changes in fund balances for budget and actual, statement of cash flows and notes, and schedules and attachments to the financial statements) within 180 days of its fiscal year end, (ii) upon the request of the Lessor, quarterly financial statements (including a balance sheet, statement of revenues, expenses and changes in fund balances for budget and actual and statement of cash flows and notes), within 60 days of the end of the fiscal quarter for which such information has been requested, (iii) such other financial statements and information as Lessor may reasonably request, and (iv) its annual budget for the followin__g fiscal year within 90 days of the adoption of such budget. Such statements in clause (i) above shall be accompanied by an unqu~Jified opinion of the Lessee's auditor. Credit information relating to Lessee may be disseminated among l.~ssor and any of its affilhtes ~ any of their respective successors and assigns. O) Lessee has an immediate need for the Equipment listed on each Schedule and expects to mnire immediate use of the Equipment listed on each Schedule. Lessee's need for the Equipment is not temporary and Lessee does not expect the need for any item of the Equipment to diminish during the Lease Term of such item. The use of the Equipment is essential to Lessee's proper and efficient operation. (m) The original proceeds of each Lease, and the interest to be earned thereon, do not and will not exceed the amount necessary for the purpose for which such Lease is executed. (n) No sin~ing fund is expected to be created by Lemee With respect to any Lea~ or the Rental Payments. (o) No other governmemal obligations of Lessee are being issued at · substantially the same time and sold pummnt to a common plan of finsncing which will be paid out of (or haye substantially the same claim to be paid out of) substantially the same source of funds as each Lease. (p) No portion of the amounts received pursuant to each Lease will be used as a substitute for other funds which were otherwise to be used as a source of financing for any portion of the costs of Equipment and which have been and will be used to acquire, directly or indirectly, obligations producing a yield in excess of the yield on each Lease. (q) In connection with the execution and delivery of each I.~tse, no action has or will be taken which att~-~npts to circumvent the pwvisious of Section 148 of the Code and the regulations promulgaaxi the~mmder by (i) enabli~ Lessee to exploit the difference- - between tax-exempt and taxable interest rates to gain a material financial advantage and (ii) over burdening the tax-exempt bond nmrk~ within the meaning of Treas. Reg, 31.148- 10(a)(4) promulgated under the Code. (r) Lessee will not directly or ~y use or permit the use of any proceeds of a Lease, or take or omit to take any action, that would cause the Rental Payments to be "federally guaranteed" within the mesnin_e of Section 149(b) of the Code. O) Lessee will submit to the Secl~aO, of ~he Treasu~ information mpon~ s~aiemems and other information related to each Lease at the times and in the forms reauil the Code. (t) To the best of the knowledge and belief of the Lessee, the expectatio~ of Lessee, as set forth in this Section 2.01, are reasonable, and there are no present facts, estimates and citcummnces which would change the expectations contained therein. (u) Lessee will, at its expense, maintain its legal existence in good standing and do any further act and execute, acknowledge, deliver, file, register and record any further doctunents Lessor may reasonably request in order to protect Lessor's interest in the Equipment and Lessor's fights and benefits under this Lease. (v) The payment of the Rental Payments or any portion thereof is not (under the terms of any Lease or any underlying arrangement) directly or indirectly (1) secured by any interest in property used or to be used in any activity carried on by any person other than a state or local governmental unit or payments in respect of such property; or (2) on a present value basis, derived from payments (whether or not to Lessee) in respect of property, or borrowed money, used or to be used in any activity carried on by any person other than a state or local governmental unit. The Equipment will not be used, directly or indirectly, in any activity carried on by any person other than a state or local governmental unit. No portion of the Equipment Costs for the Equipment will be used, directly or indirectly, to make or finance loans to any person other than Lessee. Lessee has not emoted into any management or other service contract with respect to the use and operation of the Equipment. (w) Lessee has reviewed and will review Internal Revenue Service Form 8038- G to be filed in connection with the execution and delivery of each Lease, and all of the information contained therein is, and will he, to the best of Lessee's knowledge, true and correct, and Lessee will cause such Form 8038-43 to be filed not later than 30 days after the execution and delivery of each Lease. (x) Lessee reas0mbly expects that at least 85 % of the proceeds of each Lease will be expended for the governmental purpose of the Lease within 3 yea~ of the initial date of the lease term, and less than 50% of the proceeds of each Lease will be invested in investment securities with a substantially guaranteed yield for 4 years or longer. Section $.01. Lease of Equipment. Subject to the terms of this Master Lease, the Lessor agrees to provide the funds specified as the "Acquisition Amount" in each Lease to acquire the Equipment. Upon the execution of each Lease, Lessor detainees, leases, transfers and lets to Lessee, and Lessee acquires, rents and leases from Lessor, the Equipment as set forth in such Lease and in accordance with the terms thereof. The latest date for any funding under this Agreement is the Funding Expiration Date; provided that within 90 days prior to the then applicable Funding Expiration Date, the Lessee may request in writing a om-year extemion of the Funding Expiration Date, which the Lessor may grant in its sole discretion after its credit review and approval process. Lessee shall be limited to three such extemiom. Section $.02. Continuation of the Lease Term. The ~ Term for each Lease may be continued, solely at the option of Lessee, at the end of the Original Term or any Renewal Term for the next succee~l_ing Renewal Term up to the maximum Lease Term set forth in such Lease. At the end of the Original Term and at thc end of each Renewal Term until the maximum Lease Term h:~ been completed, Lessee shall be deemed to have exercised its option to continue each Lease for the next Renewal Term unless Lessee terminates such Lease pursuant to Section 3.03 or Section 10.01. The terms and conditions during any Renewal Term shah be the same as the terms and conditions during the Original Term, except that the Rental Paymen!s.. shall be as provided in the applicable Lease. Lessee intends, subject to Section 3.03, to continue the Lease Term of each Lease through the Original Term and all Renewal Terms and to pay the Rental Payments thereunder. Lessee affirms that sufficient funds are available for the current fiscal year, and Lessee reasonably believes that an amount sufficient to make all Rental Payments during the entire. Lease Term of 'each I.~ase can be obtained from legally available funds of Lessee. Subject to Section 3.03, Lessee further intends to do all thin_os lawfully within its power to obtain and maintain funds sufficient and available to discharge its obligation to make Rental Payments due hereunder, including making pwvision for such payments to the extent necessary in each budget or appwpriation request submitted and adopted in accordance with applicable provisions of law, to have such portion of the budget or appropriation request approved and to exhaust all available reviews and appeals in the event such portion of the budget or appropriation request is not approved. Section $.03. Nonappropriation. Lessee is obligated only to pay such Rental Payments under each Lease as_ may lawfully be made from funds budgeted and appropriated for that purpose during Lessee's then current fiscal year. Should Lessee fail to budget, appropriate or otherwise make available funds to pay Rental Payments under any lease following the then current Original Term or Renewal Term, such Irase or Leases shall be deemed terminated at the end of the then current Original Term or Renewal Term. Lessee agrees to deliver notice to Lessor of such termination at least 90 days prior to the end of the then current Original Term or Renewal Term, but failure to give such notice shall not extend the term beyond such Original Term or Renewal Term. If any Lease is terminated in accordance with this Section, Lessee agrees to peaceably deliver the Equipment identified in such Lease to Lessor at the location(s) to be specified by Lessor. Section 3.04. Substitution. Lessee reserves the right to substitute Equipment of the same quantity and general type with the approximate equal value, utility and remaining useful life as the Equipment so replaced. Such substitution is subject to Lessor's prior written consent, which consent shall not be unreasonably withheld, and shall be reflected in an amendment to the appropriate Schedule. Section $.05. Conditions to Lessor's Performance Under Any Lease. (a) As a prerequisite to the performance by Lessor Of any of its obligations pursuant to any Lease, Lessee .shall deliver to Lessor the following: (i) A fully completed Schedule, executed by Lessee; (ii) An 'Acquisition Fund Agreement, executed by Lessee and the Acquisition Fund Custodian, unless Lessor pays 100% of the Acquisition Amount directly to the Vendor (or to the Lessee in reimbursement for payments to the Vendor) upon execution of the Lease; (iii) A Certificate executed by fl~e Clerk or Secretzry or other comparable officer of Lessee, in substantially the form attached hereto as Exhibit C, completed to the satisfaction of Lessor. (iv) A certified copy of a resolution or other official action of Lessee's governinl body authorizing the execution and delivery of the Lease and performance by Lessee of its obligations thereunder. (v) An opinion of co~m~el to Lessee in mbstantlally the form attached hereto as Exhibit D respecting such Lease and otherwise satisfactory to Lessor, with the tax opinion in paragraph 6 to he pwvided by outside counsel to Lessee; pwvided, however, that if the Acquisition Amount for a particular Lease is $1,000,000 or less, the tax opinion in paragraph 6 of Exhibit D may'be provided by internal counsel to Lessee at Lessee's option. (vi) An executed Essential Use/Source of latmds Certificate in substantially the form attached hereto as Exhibit E. (vii) Evidence of insu~ as required by Section 7.02 hereof. (viii) All other closing documents reasombly requim~ by Lessor, including certificates, notices and similar insmunents, in form satisfacWry to Lessor. (ix) A copy of a fully completed and exear, ed Form 8038-G. (b) In addition, the performance by Lessor of any of its obligations pursuant to any Lease shall be subject to (i) no material adverse change in the financial condition of Lessee since the date of this Agreement, (ii) no Event of Default having occurred, (iii) no event of non-appropriation with respect to any Lease under this Agreement shall have occurred and (iv) if no Acquisition Fund has been established, the Equipment must be accepted by Lessee no later than the funding date. (c) This Agreement is not a commitment by Lessor to enter into any Lease not currently in existence, and nothing in this Agreement shall be construed to impose any obligation upon Lessor to emer into any proposed Lease, it being understood that whether Lessor enters into any proposed Lease shall be a decision solely within Lessor's discretion. (d) Subject to satisfaction of the foregoing, Lessor will pay the Acquisition Amount for Equipment descn'bed in a Schedule to the Vendor (or to reimburse the Lessee for payments to the Vendor) upon receipt of the documents described in Section 5.01; or if an Acquisition Fund has been established pursuant to an Acquisition Fund Agreement, Lessor will deposit the Acquisition Amount for Equipment described in the Schedule with the Acquisition Fund ~. (e) Lessee will cooperate with Lessor in Lessor's review of any proposed Lease. Without limiting the foregoing, Lessee will pwvide Lessor with any documentation or information Lessor may request in connection with Lessor's review of any pwposed l.~ase. Such documentation may include, without limitation, documentation concerning the F_~luipment and its contemplated use and location and documentation or information concerning the financisl status of Lessee and other matters rehted to Lessee. ARTICLE IV. Section 4.01. R~ntal Payments. Subject to Section 3.03, Lessee shah promptly pay Rental Payments, in lawful money of the United States of America, to Lessor on the dates and in such amounts as provided in each Lease. Lessee sbs!! pay Lessor a charge on any Rental Payment not paid on the date such payment is due at the rate of 16 % per annum or the maximum amount permitted by law, whichever is less, from such date. Rental Payments consist of principal and interest payments as more fully detailed on each Schedule, the interest on which begins to accrue as of the Commencement Date for each such Schedule. The interest component of Rental Payments shah he computed on the basis of a 360-day year of twelve 30-day months. Section 4.02. Interest and Principal Components. A portion of each Rental Payment is paid as, and represents payment of, interest, and the balance of each Rental Payment is paid as, and represents payment of, principal. Each Lease shall set forth the principal and interest components of each Rental Payment payable thereunder during the Lease Tenn. Section 4.05. Rental Payments to Constitute a Current F..zpense of Lessee. Lessor and Lessee understand and intend that the obligation of Lessee to pay Rental Payments under each Lease shall constitute a current expense of Lessee payable solely from its general fund or other funds that are legally available for that purpose and shall not.in any way be construed to be a debt of Lessee in contravention of any applicable constitutional or statutory limitation or requirement concerning the creation of indebtedness by Lessee. THE RENTAL PAYMENTS ARE TO BE MADE ONLY FROM THE LESSEE'S I.I~GAT l.y AVAILABLE REVENUES APPROPRIATED ON AN ANNUAL BASIS, AND NEITHRR THE LESSEE, THE STATE, NOR ANY POLITICAL SUBDIVISION OR AGENCY II4HREOF SHALL BE OBLIGATED TO PAY ANY SUMS DUE UNDER A I.RASE FROM THE COMPELLED I.RVY OF AD VALOREM OR OTHER TAXES EXCEPT FROM THOSE LEGAI~I.Y AVAILABLE REVENUES APPROPRIATED BY THE LESSEE ON AN ANNUAL BASIS, AND NEITHER THE FULL FAITH AND CRRr)IT NOR THE TAXING POWER OF THE I.~-~SEE, THE STATE OF FLORIDA OR ANY POLITICAL SUBDIVISION THRREOF ARE PLEDGED FOR PAYMENT OF SUCH SUMS DUE UNDER A I.RASE. Section 4.04. Rental Payments to be Uncond/t/ona/. ExCePt as provided in S.e~'tion 3.02 and Section 3.03, the obligations of Lessee to make Rental Payments and to perform and observe the other covenants and agreements contained in each Lease shah be absolute and unconditional in all events without abatement, d'nninution, deduction, set-off or defense, for any reason, including without limitation any failure of the Equipment, after it has been accepted by Lessee, any defects, malfunctions, breakdowns or infinnifies in the equipment or any accident, condemnation or unforeseen cL, cumstances. Section 4.05. Ta~ Covenant. Lessee agrees that it will not take any action that would cause the interest component of Remal Payments to be or to become ineligible for the exclusion from gross income of the owner or owners thereof for federal income tax purposes, and will not fail to take in a timely manner, any action necessary to maintain the exclusion from gross income of the owner or owners thereof for federal income tax purl~ses, including, without limitation, the calculation and payment of any rebate required to preserve such exclusion. Subject to Lessee's right to terminate the Lease as provided herein, the foregoing covenant shall remain in effect until the date on which all obligations of Lessee in fulfilli~ the above covenant under the Code have been met. Section 4.06. Event of Taxability. Upon the occurrence of an Event of Taxability, the interest component shall be at a taxable rate retroactive to the date as of which the interest component is determined by the Internal Revenue Service to be includible in the gross income of the owner or owners thereof for federal income tax purposes, and Lessee will pay such additional amount as will result in the owner receiving the interest component at the taxable rate identified in the rehted Lease. Lessee will also pay any penalties and interest charged to Lessor by the Internal Revenue Service in connection with an Event of Taxability. For purposes of this section, "Event of Taxab'dity" means a determination that the interest component is includible for federal income tax purposes in the gross income of the owner thereof due to Lessee's action or failure to take any action. Section 4.07. Mandat°ry Prepayment. If the Lease ~ are deposited' into an Acquisition Fund, any funds ~naining in the Acquisition Fund on or after the Acquisition Period and not applied to Equipment Costs, shall be applied by Lessor on the next Rental Payment date, pm rata to the prepayment of the principal component of the outstanding Rental Payments due under the applicable Schedule. 'Section 4.08. Annual Fees to Sponsor. Lessee agrees to pay the Sponsor an annual fee of 10 basis points of the outstanding loan amount for providing the l~ase purchase program represented by this Agreement. The fee payable to the Sponsor may be financed as part of a Lease or paid as an up-front payment based on the present value of the total fee for the life of the Lease. The fee amount will be ~niUed by Lessee to Lessor and Lessor shall provide all funds so collected to the Sponsor within 30 days after receiving such funds from the Lessee. Notwithstanding anything herein to the contrary, Lessor shall not in any event be responsible for the payment of any fees payable to the Sponsor by Lessee except to the extent .Lessor has collected such fees from Lessee; m~d LessorshaH be required only to use its reasonable best efforts to cause the Lessee to pay such fees to Lessor on behalf of the Sponsor. ARTICT-~ v. Section 5.01. Delivery, Installation and Acceptance of Equipment. (a) Lessee shall order the Equipment, cause the Equipment to be delivered and installed at the location specified in the Leases, and pay any and all delivery and instalhtion costs and other Equipmem Costs in connection therewith. When the Equipment listed in any Lease has been delivered and installed, Lessee shall promptly accept such Equipment and evidence said acceptance by executing and delivering to Lessor an acceptance cert/ficate in the form attached hereto as Exin'bit B (the 'Acceptance (b) Lessee shall deliver to Lessor original invoices and bills of sale (ff title to such Equipment has passed to Lessee) relating to each item of Equipment accepted by Lessee. -11- With respect to Equipment not purc~ through an Acquisition Fund, Lessor shall, upon receipt of an Acceptance Certificate from Lessee, prepare a Schedule of Property and a Rental Payment Schedule. Lessee shall execute and deliver such Schedules to Lessor within 15 busilless days of receipt. Section 5.02. Enjoyment of Equipment. Lessor shall provide Lessee with quiet use and enjoyment of the Equipment during the Lease Term, and Lessee shall peaceably and quietly have, hold and enjoy the Equipment durln~ the Lease Term, without suit, trouble or hindrance from Lessor, except as otherwise expressly set forth in the related Lease. Lessor shall not interfere with such quiet use and enjoyment during the Lease Term so long as LeSsee is not in default under the related Lease. Section 5.03. Location and Inspection of the Equ/pment. Once installed, Lessee will not move any item of the Equipment from the location specified for it in the Lease on which such item is listed without Lessor's consent, which consent shall not be unreasonably withheld. Lessor shall have the right at all reasonable times during regular business hours to enter into and upon the property of Lessee for the purpose of inspectin~ the Equipment. Lessee shall promptly provide any information about the Equipment or a Lease that may be reasonably requested by' Lessor. Section 5.04. Use and Maintenance of the Equipment. Lessee will not install, use, operate, or maintain the Equipment improperly, carelessly, in violation of any applicable law or in a manner contrary to that contemplated by the related I.~ase. Lessee shall provide all permits and licenses, if any, necessary for the installation and operation of the Equipment. In addition, Lessee agrees to comply in all respects with all applicable laws, regulations and rul~___gs of any legislative, executive, administrative, or judicial body; provided that Lessee may contest in good faith the validity or application of any such law, regulation or ruling in any reasonable manner that does not, in the opinion of Lessor, adversely affect the interest (including the reversionary interest) of Lessor in and to the Equipment or its interest or rights under the Lease. Lessee agrees that it will maintain, preserve, and keep the Equipment in good ~pair and working order, in accordance with mamlfactu~r's recommelldatiolls. Lessor shall have no responsibility to maintain, repair or make improvements or additions to the Equipment,. If commercially available, Lessee will maintain in force a standard maintenance contract with the mamtf~r of the Equipment, and upon request will pwvide Lessor with a copy of that contract. Upon the prior written consent of Lessor, which consent shall not be unreasonably withheld, Lessee may use another third party maintenance provider provided the maintenance contract between Lessee and such third party requites the third pa_,ly to maintain the Equipment at the manufacturer's then current release, revision and engineering change levels, including hardware, software enhancements and microcode levels. In all cases, Lessee agrees to pay any costs necessary for the manufacturer to re-certify the Equipment as elig~'ole for manufacturer's maintenance upon the return of the Equipment to Lessor as provided for herein. Lessee shall not alter any item of Equipment or install any accessory, equipment or device on an item of Equipment if that would impair any applicable warranty, the originally intended function or the value of that Equipment. All repairs, pa~/s, accessories, equipment and devices furnished, affixed to or installed on any Equipment, excluding tem?orary replacements, shall thereupon become subject to the interest of Lessor. ~ection 6.01. Title to the Equipment. During each Lease Term all right, title and interest in and to .each item of the Equipment shall be vested in Lessee immediately upon its acceptance of each item of Equipment, subject to the terms and conditions of the applicable Lease. Lessee shall at all times protect and defend, at its own cost and expense, its title in and to the Equipment from and against all clain~, liens and legal processes of its creators, and keep all Equipment free and clear of all such claims, liens and processes. Upon the ocan'rence of an Event of Default or upon termination of a Lease pursuant to Section 3.03 hereof, nnless the Lessee has elected not to return the Equipment and to purchase it pursuant to Section 10.0 l(a), full and unencumbered legal rifle to the Equipment shall be conveyed by Lessee to Lessor within 10 days of such occurrence or termination, and upon such conveyance, Lessee shall have no further interest therein (except to the extent provided in Section 12.02(c) and Section 12.04). In addition, upon the occurrence of such an Event of Default or such termination, Lessee shall execute and deliver to Lessor such documents as Lessor may request to evidence the conveyance of such legal title to Lessor and the termination of Lessee's interest therein, and upon request by Lessor shall deliver possession of the Equipment to Lessor in accordance with Section 12.02. Upon purchase of the Equipment under a Lease by Lessee pursuant to Section 10.01, Lessor's interest in the Equipment shall terminate, and Lessor shall execute and deliver W Lessee such documents as Lessee may request to evidence the termination of Lessor's interest in Equipment subject to the related Lease. Section 6.02. Personal Property. The Equipment is and will remain personal property and will not be deemed to be affmed to or a pan of the real estate on which it may be situated, notwithstanding that the Equipment or any pan thereof may be or hereafter become in any manner physically affixed or attached to real estate or any building thereon. Upon the request of Lessor, Lessee will, at Lessee's expense, furnish a waiver of any interest in the Equipment from any party having an interest in any such real estate or buildln~. Section 7.01. Liens~ Taxes, other Governmental Charges and Utility Charges. Lessee shall keep the Equipment free of all levies, liem, and encumbrances except those created by each Lease. The parties to this Agreement contemplate that the Equipment will be used for a governmental, municipal or public purpose or function of Lessee and that the Equipment will therefore be exempt from all property taxes. If the use, possession or acquisition of any Equipment is nevertheless determined to be subject to taxation, Lessee shall pay when due all taxes and governmental charges lawfully assessed or levied agalna or with respect to such Equipment. Lessee shall pay all utility and other charges incurred in the use and maintenance of the Equipment. Lessee shall pay such taxes or charges as the same may become due; provided that, with respect to any such taxes or charges that may lawfully be paid in installments over a period of years, Lessee shall be obligated to pay only such installments as accrue during each Lease Term. In the event that the installation of any component of any item of Equipment could be deemed to require a performance and payment bond under Section 255.05, Florida Statutes, or be deemed subject to the mechanic's lien provisions of Chapter 713, Florida Statutes, or any successor statute to each, as they may be amended from time to time, Lessee shall require such bonds, post such notices and do all other things provided for under such laws in order to keep the Equipment free of and exempt from all liens. Sero'on Z02. Insurance. Lessee shall during each Lease Term maintain or cause to be maintained (a) casualty insuram~ (with such deductibles as Lessor may approve) naming the Lessor and its assigns as additional insured and loss payee and insuring the Equipment against loss or damage by fire and all other risks covered by the standard extended coverage endorsement then in use in the State, and any other risks reasonably required by Lessor, in an amount at least equal to the then applicable Purchase Price of the Equipment; Co) liability insurance that protects Lessor from liability in all events in form and amount satisfactory to Lessor; and (c) worker's com?ensation coverage as required by the laws of the State; provided that, with Lessor's prior written consent, Lessee may serf-insure against the risks described in clause (a). Lessee shall furnish to Lessor evidence of such insurance or serf-insurance coverage throughout each Lease Term. Lessee shall not cancel or modify such insurance or serf-iusurance coverage in any way that would affect the interests of Lessor without first giving written notice thereof to Lessor at least 30 days in advance of such cancellation or modification. Except to the extent serf-insurance is permitted, all insurance policies required by this Section 7.02 shall be taken out and maintai'"'"'"'"~ with responsible insurance companies qualified to do business in the State and shah contain a provision that the insurer shall not cancel or revise coverage thereunder without giving written notice to the insured parties at least 30 days before the ca_ r~eHation or revision becomes effective. Section 7.03. Advances. In the event Lessee shall fail to keep the Equipment in good ~ and wodcing order, Lessor may, but shall be under no obligation to, maintain and v~pair the Equipment and pay the cost thereof. All amounts so advanced by Lessor shall constitute additional rent for the then current Original Term or Renewal Term and Lessee covenants and agrees to pay such amounts so advanced by Lessor with interest thereon from the due date until paid at the rate of 16 % per annum or the maximum amount permitted by law, whichever is less. .i ,.Vection 8.01. Damage, Destruction and Condemnation. Unless the Lessee shall have exercised its option to purchase the Equipment by msldng payment of the Purchase Price as provided in the related Lease, if, prior to the termination of the applicable Lease Term, (a) the Equipment or any portion thereof is destroyed, in whole or in part, or is damaged by fire or other casualty or (b) title to, or the temporary use of, the Equipment or any part thereof shall be taken under the exercise or threat of the power of eminent domain by any governmental body or by any person, firm or corporation acting pursuant to governmental authority, Lessee and Lessor will Cause the Net Proceeds of any insurance claim or condemnation award or sale under threat of condemnation to be applied to the prompt replacement, repair, restoration, modification or improvement of the Equipment. Any balance of the Net Proceeds remaining after such work has been completed shall be paid to Lessee. If the Lessee elects to replace any item of the Equipment (the "Replaced Equipment*) pursuant to this Section, the replacement equipment (the 'Replacement Equipment") shall be of similar type, utility and condition to thc Replaced Equipment and shall be of cqual or greater value than the Replaced Equipment. The Lessee shall represent, warrant and covenant to Lessor that each item of Replacement Equipment is free and clear of all clsim.q, liens, security interests and encumbrances, excepting only those liens created by or through the Lessor, and shall provide to thc Lessor any and all documents as the Lessor may reasonably request in connection with the replacement, including, but not limited to, documentation in form and substance satisfactory to Lessor evidencing Lessor's interest in thc Replacement Equipment. The Lessor and the Lessee hereby acknowledge and agree that any Replacement Equipment acquired pursuant to this paragraph shall constitute 'Equipment" for purposes of this Master Equipment Lease and the related Lease. Lessee shall complete the documentation of Replacement Equipment on or before thc next Rental Payment date after the occurrence of a casualty event, or be required to exercise the Purchase Option with respect to the damaged equipment. For purposes.of this Article, the term "Net Proceeds" shall mean the amount mnnainlng from thc gross proceeds of any insurance claim or condemnation award or sale under threat of condemnation after deducting all expenses, including attorneys' fees, incurred in thc collection thereof. ,~ection 8.02. Insu~ciency of Net Proceeds. If the Net ~ are insufficient to pay in full the cost of any replacement, repair, restoration, modification or improvement referred to in Section 8.01, Lessee shall either (a) complete such replacement, repair, restoration, modification or improvement and pay any costs thereof in excess of the amount of the Net Proceeds, or (b) pay or cause to be paid to the l.~ssor the amount of the then applicable Purchase Price for the Equipment, and, upon such payment, the applicable Lease Term shall terminate and the Lessor's interest in the Equipment shall terminate as provided in Article VI hereof. The smount of the Net Proceeds, if any, remaining after completing such repair, restoration, modification or impwvement or after purchasing such Equipment and such other Equipment shall be'retained by Lessee. If Lessee shall make any payments pursuant to this Section, Lessee shall not be entitled to any reimbursement therefor from Lessor nor shall Lessee be entitled to any diminution of the amounts payable under Article IV. -15- ~ection 9.01. Disclaimer of Warranties. Lessor makes no warranty or ~presentation, either express or implied, as to the value, design, condition, merchantability or fitness for particular purpose or fitness for use of the Equipment, or any other warranty Or v.~presentation, express or implied, with respect thereto and, as to the Lessor, the Lessee's acquisition of the Equipment shall be on an 'as is' bash. In no event shall Lessor be [robie for any incidental, ~, special or consequential damage in connection with or arising out of this Agreement, any Lease, the Equipment or the existence, furnishing, functioning or I~see's use of any item, product or service provided for in this Agreement or any Lease. Section 9.02. Vendor's Warranties. Lessor hereby irrevocably appoints Lessee its agent and attorney-in-fact during each Lease Term, so long as Lessee shall not be in default under the related Lease, to assert from time to time whatever claims and fights (including without limitation warranties) relating to the Equipment that Lessor may have against Vendor. Lessee's sole remedy for the bre~ch of such warranty, indemnification or representation shall be against Vendor of the Equipment, and not against Lessor. Any such matter shall not have any effect whatsoever on the rights and obligations of Lessor with respect to any Lease, including the right to receive full and timely payments under a Lease. Lessee expressly acknowledges that Lessor makes, sad has made, no representations or wananties whatsoever as to the existence or the availability of such warranties by Lessor of the Equipment. ARTICle- X. Section 10.01. Purchase Option. Lessee shall have the option to purchase all of the Equipment listed in a Lease, upon giving written notice to Lessor at least 30, but not more than 120, days before the date of purchase, at the following times and upon the following terms: (a) From and after the date specified in the related Schedule (the q~trchase Option Commencement Date~), on the Rental Payment dates specified in each Lease, upon payment in full of the Rental Payments then due under such Lease plus the then applicable Purchase Price, as set forth in the applicable Schedule; or (b) In the event of subs~ntls! damage to or destruction or condemngtion of substantially all of the Equipment listed in a Lease, on the day specified in Lessee's notice to Lessor of its exercise of the Pmcbase Option upon payment in full to Lessor of the Rental Payments then due under such Lease plus the then applicable Purchase Price. Lessee shall have the option to purchase all of the Equipment listed in a Lease upon the expiration of the Lease Term, upon payment in full of all Rental Payments then due and all other amounts then owing under the Lease, and the payment of $1.00 to Lessor. Section lI.O1. A~signment by Lessor. Lessor's fight, title and interest in and to Rental · Payments and any other amounts payable by Lessee under any and all of the Leases, and all proceeds therefrom may be assigned and reassigned in whole or in part to one or more assignees or subassigmes by Lessor, without the necessity of obtaining the consent of Lessee; provided, however, that any such assignment, transfer or conveyance to a tmst~ for the benefit of owners of certificates of participation shah be made in a manner that conforms to any applicable State law. Nothing in thi.~ Section I 1.O1 shall be construed, however, to prevent Lessor from executing any such assignment, transfer or conveyance that does not involve fundin~ through the use of certificates of participation within the meaning of applicable State law, including any such assignment, transfer or conveyance as part of a multiple asset pool to a partnership or trust, interests in which are offered and sold in a private placement or limited offering only to investors whom Lessor reasonably believes are qualified institutional buyers or accredited investors within the meaning of the applicable federal semirities law; pwvided further, however, that in any event, Lessee shall not be required to make Rental PaYments, to send notices or W otherwise deal with respect to matters arising under a Lease with or to more than one individual or entity. No assignment, transfer or conveyance permitted by this Section ll.01 shall be effective until Lessee shall have received a written notice of assi..tmment that discloses the name and address of each such assignee; provided, however, that if such assi~trnment is made to a bank or trust company as - trustee or paying agent for owners of certificates of participation, trust certificates or partnership interests with respect to the Rental PaYments payable under a Lease, it shall thereafter be sufficient that Lessee receives notice of the name and address of the banir or trust company as trustee or paying agent. During the term of each Lease, Lessee shall keep, or cause to be kept, a complete and accurate record of all such assignments in form necessary to comply with Section 149 of the Code. Lessee shall retain aH such notices as a register of all assignees and shall make all paYments to the assignee or assignees designated in such register. Lessee shall not have the right W and shall not assert against any assignee any claim, counterclaim or other right Lessee may have against Lessor or the Vendor. Assi~,nments in part may include without limitation assignment of aH of Lessor's rights in, to and under the Lease related to the Equipment listed in a particular I.~ase. The option granted in this Section may be separately exercised from time to time with respect to the Equipment listed in each Lease, but such option does not permit the assignment of less than aH of Lessor's interests in the Equipment listed in a single Lease. Section 11.02. Assi~nent and Subleasing by Lessee. None of Lessee's fight, fire, and imerest in, to and under any Lease or any portion of the Equipment may be assigned or encumbered by Lessee without prior wriu~'n consent of Lessor. Section 12.01. Events of Defau/t Defined. Any of the foHowln.~o events shall constitute an "Event of Default" under a Lease, subject to Section 3.03: (a) Failure by Lessee to pay any Remal PaYment or other payment required to be paid under any Lease at the time specified herein; (b) Failure by Lessee to observe and perform any covenant, condition or agreement on its pan to be observed or performed, other than as referred to in subparagraph (a) above, for a period of 30 days after written notice specifying such failure and requesting that it be remedied is given to Lessee by Lessor, unless Lessor shall agree ' in writin~ w an extension of such time prior to its expiration; pwvided that, if the failure o17- stated in the notice cannot be corrected ~ the applicable period, Lessor will not unreasousbly withhold its consent to an extension of such time if corrective action is instituted by Lessee within the applicable period and diligently pursued until the default is (c) Any statement, representation or warranty made by Lessee in or pumm~ to any Lease or its execution, delivery or perfonnanee shall pwve to have been false, inco~ct, misleading, or breached in any material respect on the date when made; (d) Any default occurs under any other agreement for borrowing money or receiving credit under which the Lessee may be obligated as borrower, if such default consists of (i) the failure to pay any indebtedness of $50,000 or more when due or (ii) the failure to perform any other obligation thereunder that gives the holder of the indebtedness the fight to accelerate the indebtedness if such indebtedness is $50,000 or more; provided, however, that if the Lessee defaults under any other agreement for borrowing money or receiving credit and the default consists of (i) the failure to pay any indebtedness when due or (ii) the failure to perform any other obligation thereunder that gives the holder of the indebtedness the right to accelerate the indebtedness, the Lessee shall notify the Lessor in writing of its failure to pay such indebtedness or perform such obligation. (e) Lessee shall (i) apply for or consent to the appoixament of a receiver, trustee, custodian or liquidator of Lessee, or of all or a substantial part of the assets of Lessee, (ii) be unable, fail or admit in writing its inability generally to pay its debts as they become due, ('fii) make a general assi~onment for the benefit of creditors, (iv) have an order for relief entered against it under applicable federal bsnicruptcy law, or (v) file a voluntary petition in bankruptcy or a petition or an answer seeking reorgsni=~tion or an arrangement with creditors or taking advantage of any insolvency law or any answer admitting the material allegations of a petition filed against Lessee in any b~nt'ruptcy, reorgsni~tion or insolvency proceeding; ~ (f) An order, judgment or decree shall be entered by any court of com?..tent jurisdiction, appwving a petition or appointing a receiver, trustee, custodian or liquidator or Lessee or of all or a substantial pan of the assets of Lessee, in each case without its application, appwval or consent, and such order, judgment or decree shall continue unstayed and in effect for any period of 30 consecutive days; or (g) Lessee shall consolidate, merge or o~erwise combine with.any other entity, or sell, lease or dispose of all or a substantial portion of its assets. Section 12.02. Remedies on Default. Whenever any Evem of Default exists, Lessor shall have the right, at its sole option without any further demand or notice, to take one or any combination of the following remedial steps: (a) Lessor may by notice in writln5 to Lessee ~enninate the Lease, whem~n all rights of Lessee to use the Equipment shall cease and ~erminate; oM.2rzaas.o -18- E 'E E il 1? ! (b) By written notice to Lessee, Lessor may demand that Lessee pay, as liquidated damages for loss of a bargain and not as a penalty, all unpaid Rental Payments payable by Lessee pursuant to such Lease and other amounts payable by Lessee under such Lease to the end of the then current Original Term or Renewal Term; (c) With or without terminating the Lease Term under such Lease, Lessor may request that Lessee at Lessee's expense promptly return any or all of such Equipment to the possession of Lessor at such place within the United States as Lessor shall specify. In such event, Lessor shall use its best efforts to sell or lease such Equipment or, for the account of Lessee, sublease such Equipment. If Lessee returns the Equipment and Lessor sells, leases or otherwise disposes of any or all of the Equipment, Lessor shall apply the proceeds of such sale, lease or other disposition as described in Section 12.04. Lessee shall not be liable for any deficiency after sale, lease or other disposition of the Equipment. If Lessee elects not to return the Equipment, Lessor'is entitled to payment of unpaid Rental Payments through the date of Lessor's request to return the Equipment plus the then applicable Purchase Price, as set forth in the applicable Schedule for such Equipment, subject to Section 4.03. The exercise of any such remedies respecting any such Event of Default shall not relieve l.~ssee of any other liabilities under any other Lease or the Equipment listed therein; and (d) Lessor may take whatever action at law or in equity may appear necessary or desirable to enforce its rights under such Lease. ,Section 12.05. No Remedy Exc~ive. No remedy herein conferred upon or reserved to Lessor is intended to be exclusive and every such remedy shall be ~mulative and shall be in addition to every other remedy given under a Lease now or hereafter existing at law or in equity. No delay or .omission to exercise any right or power accruing upon any default shall impair any such right or power or shall be construed to be a waiver thereof, but any such fight or power may be exercised from time to time and as often as may be deemed expedient. In order to entitle Lessor to exercise any remedy reserved to it in this Article it shall not be necessary to give any notice other than such notice as may be required in this Article. Section 12.04. Apptica~on of Moneys. Any net proceeds from the exercise of[any remedy under this Agreement shall be applied in the following order of priority: FIRST, to pay all of Lessor's costs, charges and expenses inctured in tskln~, holding, repairing, selling, leasing or otherwise disposing of Equipment, then SECOND, to the extent not previously paid by Lessee, to pay Lessor all Rental Payments under the applicable Lease through the termination date, then THIRD, to pay the Purchase Price applicable as of the end of the then current Original Term or Renewal Term, as set forth in the Schedule for such Equipment, then FOURTH to pay any remainder to Lessee; pwvided that if such remedy is exercised with respect W more than one Lease, Equipment listed in more thsn one I~ue or rights under more than one Lease, then to amounts due pursuant to such application of moneys pro rata among the Leases or Equipment, as Section 15.01. No Fees Paid by Lessor. Lessor hereby certifies that it has not paid or has not promised to pay, directly or indirectly, a fee to any person not regularly employed by Lessor to act as an intermediary between Lessee and Lessor for the purpose of influencing any transaction in connection with this Agreement or any Lease. Section 13.02. Sponsor Not Liable. Sponsor's responsibilities under this Agreement are limited to sponsorship of the Master I~ase/Purchase program and facilitation of communication between Lessor and Lessee in connection with the initial execution of this Agreement. Sponsor shall have no ongoing responsibilities under ~is Agreement or with respect to any Lease, and shall have no liability for actions taken by any party under thi~ Agreement. section 13.03. Notices. All notices, certificates or other communications under any Lease shall be sufficiently given and shall be deemed given when delivered or mailed by registered mail, postage prepaid, or delivered by overnight courier, or sent by facsimile trammission (with electronic confirmation) to the parties hereto at the addresses immediately after the signatures to this Agreement (or at such other address as either party bereW shall designate in writing to the other for notices to such party) and to any assignee at its address as it appears on the registration books ~ by Lessee. Section 15.04. Release and Indemnification. To the extent permitted by law, but only from legally available funds, Lessee shall indemnify, protect, hold harmless, save and keep harmless Lessor fwm and against any and all liability, obligation, loss, .claim, tax and damage whatsoever, regardless of cause thereof, and all expenses in connection therewith (including, without limitation, reasonable counsel fees and expenses, penalties connected therewith imposed on interest received) arising out of or as a result of: (a) the entering into of this Agreement or any Lease, (b) the ownership of any item of the Equipment, (c).the ordering, acquisition, use, operation, condition, purchase, delivery, rejection, stoage or.return of any item of the Equipment, (d) any accident in c/reaction with the operation, use, condition, possession, storage or return of any item of the Equipment resulting in damage to property or injury to or death to any person, and/or (e) the breach of any covenant in a Lease or any material misrepres~,ntafion contained in a Lease. The indemnification arising under this paragraph shall continue in full force and effect notwithstanding the full payment of all obligations under all Leases or the termination of the Lease Term under all Leases for any reason. Section 13.05. Binding Effect. Each Lease shall imam to the benefit of and shall be binding upon Lessor and Lessee and their respective successors and assigns. ~ection 13.06. Severability. In the event any provision of any Lease shall be held invalid or unenfo~ble by any court of competent jurisdiction, such holding shall not invalidate or render unenforceable any other provision hereof. Any provisions in this Lease which are in conflict with any statute, law or applicable role shall be deemed omitted, modified or altered to conform thereto. Section 13.07. Amendments, Changes and Modifications. Each ~ may only be amended by Lessor and Lessee in wrifin~ with written notice to Sponsor col~)sinin~ a copy of any such amendments. Section 13.08. F_ocecution in Counterparts. Each Lease may be simultaneously executed in several counterparts, each of which shall be an original and all of which shall constitute but one and the same instrument. - Section 13.09. Applicable Law. Each Lease shall be governed by and construed in accordance with the laws of the State. Section 15.10. Captions. The captious or headings in this Agreement and in each Lease are for convenience only and in no way define, limit or describe the scope or intent of any provisions or sections of this Agreement or any Lease. IN WITNESS ~OF, Lessor and Lessee have caused this Agreement to be executed in their names by their duly authorized representatives as of the date first above written. Bauc of America Leasin! & Capital, LLC 555 Califorilia Street, 4th Floor San Francisco, California 94104 Attention: Contract Administration By: By: Title: Title: (s~) Sponsor: Florida League Of cities, Inc. By: Title: By: Title: oo4~7866.8 -22- ~xhibit A Schedule of Property No. Master Equipment Lease/Purchase Agreement, dated as of between Banc of America Leasing & Capital, LLC, as Lessor, and , as LeSsee. 1. Defined Terms. All terms used herein have the meanings ascribed to them in the above-referenced Master Equipment LeasefPurchase Agreement (the "Master Equipment Lease"). 2. Equipment. The following items of Equipment are hereby included under this Schedule of the Master Equipment Lease. Quantity Description Serial No. Model No. Location 3. Payment Schedule. Rental Payments. The Rental Payments shall be in such amounts and payable on such dates as set forth in the Rental Payment Schedule attached to this Schedule as Exhibit A-1. Rental Payments shah commence on the date on which the Equipment listed in this Schedule is accepted by Lessee, as indicated in an Acceptance Certificate substantially in the form of Exhibit B to the Master Equipment Lease or the date on which sufficient moneys to purchase the Equipment are deposited for that purpose with an Acquisition l~und Custodian, whichever is earlier. Purchase Price Schedule: The Purchase Price on each Rental Payment date for the Equipment listed in this Schedule shall be the amount set forth for such Rental Payment date in the 'Purchase Price" column of the Rental Payment Schedule attached to this Schedule. The Purchase Price is in addition to all Rental Payments then due under this Schedule (including the Rental Payment shown on the same line in the Rental Payment Schedule). 4. Rep~tions, Warranties and Covenants. Lessee hereby represents, warrants and covenants as follows: (a) That its ~p~esentations, Warranties and covenants set forth in the Master Equipment Lease are true and correct as though made on the date of commencement of Rental Payments on _this Schedule. Lessee further represents and warrants that no material adverse change in Lessee's financial condition has occurred since the date of the Master Equipment Lease. 5. The Lease. The terms and provisions of the Master Equipment Lease (other than to the extent that they relate solely to other Schedules or Equipment listed on other Schedules) are hereby incorporated into this Schedule by reference and made a part hereof. The maximum Lease Term, subject to annual appropriation, is months. A-I [OPTION: IF ACQUISITION FUND AGREEMENT IS USED: 6. Acquisition Amount. The Acquisition Amount for the Equipment described in this Schedule, to be deposited in the Acquisition Fund designated" ~ for Account No. ' , is $ .] OR IF ~R PAID DIRECTLY, USE: 6. Acquisition Amount. The Acquisition Amount for the Equipment described in this Schedule to be paid to the Vendor is $ .] [OPTION IF ACQUISmON FUND AGREEMENT IS USED: 7. Acquisition Period. The Acquisition Period applicable to this Schedule shall end at the conclusion of the month following the date hereof.] Dated: , ~. Lessor: Banc of America Leasing & Capital, LLC 555 California Street, 4th Floor San Francisco, California 94104 Attention: Contract Administration By: Title: Title: (Seal) Attest: By: Title: oo~ss.s A-2 Exhibit A-1 Rental Payment Schedule Rental Payment Date Rental Payment Principal ( ) Amount Interest Portion Portion Purchase Price* *The Purchase Option Commencement Date shall be [date of funding]. The Purchase Price payable (i) on any Rental Payment date is the amount equal to the aggregate principal portion of the remaining Rental Payments after payment of the Rental Payment payable on such Rental Payment Date, and (ii) on any date other than a Rental Payment date is the amount equal to the aggregate principal portion of the ~m~aining Rental Payments plus an amount equal to the interest portion of such Rental Payments accrued thereon to such date. For purposes of thi.~ Lease, "Taxable Rate," with respect to the interest component of Rental Payments, m~n.~ an annual rate of interest equal to %. By: Title: After payment of the applicable Purchase Price, Lessee will own the related Equipment, free and clear of any obligations under the related Lease. A-3 Exhibit B Acceptance Certificate Bane of America Leasing & Capital, LLC 555 California Street, 4th Floor San Francisco, California 94104 Schedule of Property No. , dated , , to Master Equipment Lease/Purchase Agreement, dated as of , between Bauc of America Leasing & Capital, IJC, as Lessor, and , as Lessee. Ladies and ~emen: In accordawe with the Master Equipment Lease/PUrchase Agreement (the "Agreement"), the undersigned Lessee hereby certifies and represents to, and agrees with Lessor as follows: 1. Ail of the Equipment (as such term is defined in the Agreement) listed in the above-referenced Schedule of Property (the "Schedule") has been delivered, installed and accepted on the date hereof. 2. Lessee has conducted such impection and/or testing of the Equipment listed in the Schedule as it deems necessary and appropriate and hereby acknowledges that it accepts the EquipmenI for all purposes. 3. Lessee is currently maintaining the inmmnce coverage required by Section 7.02 of the Agreement. 4. No event or condition that constitutes, or with notice or lapse of time, or both, would constitute, an Event of Default (as defit~ in the Agreement) exists at the date hereof. Lessee By: [Seal] Title: B-I [1 I1 1t !t 11 Exhibit C [Clerk/Secretary] Certificate The undersigned, a duly elected andacting [Clerk/Sectelary] of (the 'Lessee") certifies as follows: A. The following listed persons are duly elected and acti%v officials of the Lessee (the 'Officials") in ti~ capacity set forth opposite their respective ri.roes below and that the signatures set opposite thereto are the genuine si~tynatures of such persons; B. The Officialsare duiy authorized, on behalf of the Lessee, to negotiate, execute and deliver the Master Equipment l.~mse/Purchase Agreement dated as of and the Schedule(s) thereunder and all future Schedule(s) (the 'Agreements ") by and between the and Bauc of America Leasing & Capital, LLC and these Agreements are binding and authorized Agreements of the Lessee, enforceable in all respects in' Name of Offic~ Title 5iguaiu.re Dated: By: 'Title: (The signer of this Certifica~.cannot be listed above as authorized to execute ti~ Agreements o) 12-1 ~xhibit D Opinion of Counsel to Lessee Banc of America Leasing & Capital, LLC 55~5 California Street, 4th Floor San Francisco, California 94104 Schedule of Property No. , dated , , to Master Equipment Lease/PurchA~ Agreement, dated as of , between Banc of America Leasing & Capital, LLC, as Lessor, and , as Lessee. Ladies and Gentlemen: - As legal conn~l to (the 'Lessee"), I have examined (a) an executed counterpart of a ~ertain Master Equipment Lease/Purchase Agreement, dated as of , and Exhibits thereto by and between Banc of America Leasing & Capital, LLC (the 'Lessor~) and the Lessee (the 'Agreement~), and an executed counterpart of Schedule of Property No. , dated , by and between Lessor and Lessee (the 'Schedule~), which, among other things, provides for the lease of certain property listed in the Schedule (the 'Equipment"), (b) an executed counterpart of the ordinances or resolutions of Lessee which, among other things, authorize Lessee to execute the Agreement and the Schedule and (c) such other opinions, documents and matters of law as I have deemed necessary in connection with the following opinions. The Schedule and the terms and provisions of the Agreement incorporated therein by reference together with the Rental Payment Schedule attached to the Schedule are herein referred to collectively as the "Lease'. Based on the foregoing, I am of the following opiniom: 1. Lessee is a [public body corporate and politic, duly organized/municipality duly created] and existing under the laws of the State, and [has a substantial amount of the following sovereign powers: (a) the power to tax, 0~) the power of eminent domain, and (c) police power]lis a political subdivision of a state within the meaning of Section 103(c) of the ~nternal Revenue Code of 1986, as amended (the 'Code'), and the obligations of Lessee under the Agreement will constitute an obligation of Lessee within the meaning of Section 103(a) of the Code, notwithstanding Section 103(b) of the Code]. 2. Lessee has the ~luisite power and authority to lease and acquire the Equipment and to execute and deliver ~ Lease and to perform its obligatiom under the Lease; 3. The Lease has been duly authorized, approved, executed and delivered by and on behalf of Lessee and the Lease is a valid and binding obligation of Lessee enfoweable in accordance with its terms; To the best of my knowledge, ~- 4. 'A The authorization, appwval, execution and delivery of the Lease and all other proceedings of Lessee relating to the transactions contemplated thereby have been D-I performed in accordance with all open meeting laws, public bidding hws and all other applicable state or federal laws; 5. There is no proceeding pending or threatened in any court or before any governmental authority or arbitration board or tribunal that, if adversely determined, would adversely affect the transactions contemphted by the Lease or the interest of Lessor or its assigns, as the case may be, in the Equipment thereunder; and 6. The portion of rentals designated as and constituting interest paid by Lessee and received by Lessor is excluded from Lessor's gross income for federal income tax purposes under Section 103 of the Code; and such interest is not a specific item for purposes of the federal individual or corporate alternative minimum taxes. [To be provided by outside counsel to Lessee if Acquisition Amount exceeds $1,000,000.] · All capitalized terms herein shall have the same meanln~s as in the Lease unless _ _ otherwise provided herein. Lessor and its successors and assigns, and any counsel rendering an opinion on the tax-exempt stares of the interest components of the Rental Payments, are entitled to rely on tbls opinion. D-2 Essential Use/Source of Funds Certificate Banc of America Leasing & Capital, LI~ 555 Califo~ Street, 4th Floor San Francisco, California 94104 Master Equipment Lease~rchase Agreement dated Schedule of Property No. dated This certificate confirms and affirms that the Equipment descn'bed in the Agreement referenced above is essential to the goverdmental, municipal or public purposes or funcfiom of the Lessee or to the services Lessee provides its citizens. Further, Lessee has an immediate need for, and expects to make immediate use of, substantially all such Equipment, which need is not temporary or expected to diminish in the foreseeable future. Such Equipment will be used by Lessee only for the purpose of performing one or more of Lessee's governmental or proprietary fimctions permitted under the Act (as defined in the Agreement referenced above). Lessee expects and anticipates adequate funds to be available for aH future payments or rent due after the current budgetary period, subject to anmml appropriation. [T ('Lessee") By: Name: Title': Please return this certificate with complete copies of your two most recent audited financial statements so we may begin our credit review process. Thank you. oo~rmss.s E-I Agenda Item No.: Request to be placed on: AGENDA REQUEST Date: 3uly 16, 2003 x Regular Agenda Special Agenda Workshop Agenda When: July 22: Description of agenda item (wh~, what, where, how much): Approve Resolution #49-03 authortzin8 the execution and delivery of a master lease/ purchase agreement with Banc of America Lea~ing ~ Capital. LT,C. Tb- .. agreement will provide f~nancin~ for te]mphmn~ ~q,,~pmpn~ ~ 36 month periqd.; ORDINA/4CE/ RESOLUTION REQUIRED: ~NO Draft Attached: ~NO Recommendation: Recommend resolution #49-03. Determination of Consistency with Comprehensive Plan: City Attorney Review/ Recommendation (if applicable): Budget Director Review (required on all items involving expenditure of funds): Funding available: ~/ NO n/a~ ~ ~ ~l~IO~ Funding alternatives: (if applicable) Account No. & Description: Account Balance: City Manager Review: ApprovedHold Until: for agenda: ~ NO~ Ag%nda Coordinator Review: Received: Action: Approved/Disapproved