HomeMy WebLinkAbout10- Purchasing CITY OF SAN BERN. IDINO - REQUEST F 3 COUNCIL "ACTION
From: DEAN R. MEECH, PURCHASING AGENT Subject: MASTER CONTRACT FOR
KOCH FINANCIAL CORPORATION
Dept: PURCHASING
Date: AUGUST 10, 1994
Synopsis of Previous Council action:
NONE
Recommended motion:
ADOPT RESOLUTION
DEAN R. MEECH/00 1 10
Signature
Contact person: DEAN R. MEECH, PURCHASING AGENT Phone: 384-5085
Supporting data attached: YES Ward: N/A
FUNDING REQUIREMENTS: Amount:
Source: (Acct. No.)
Acct. Description)
Council Notes:
cyY wIY1YMiliYlY1 .. __ _.
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
STAFF REPORT
The proposed action is to add a Lease Purchase Master Contract with
the City of San Bernardino. This will add to our library of
financing partners which currently includes Associated Commercial
Corporation, Access Public Funding, G. E. Capital, MLC Group,
Pacific Atlantic, MMC Government Finance, City Corp North America,
Ford Motor Credit Co. , Security Pacific Leasing and Pacificorp.
This will reduce the processing time in Lease Purchasing
Transactions.
It is requested that Council approve Koch Financial Corporation for
Lease Purchase Master Contract.
Koch Financial Corporation
4111 East 37th Street North
Wichita KS 67220
—2�2 41" 7
Dean R. Meech,
Purchasing Agent
i
i 3
j RESOLUTION NO.
2 RESOLUTION OF THE CITY OF SAN BERNARDINO ACCEPTING LEASE
PURCHASE MASTER AGREEMENT FOR KOCH FINANCIAL CORPORATION, FOR THE
3 FURNISHING OF LEASE PURCHASE FINANCING.
4 BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
5
SECTION 1. That Equipment Lease-Purchase Master Agreement
6
with Koch Financial Corporation (the "Agreement") , a copy of which
7
is attached hereto and incorporated herein as Exhibit "A" , is
8
approved by the City of San Bernardino for the furnishing of
9
Lease-Purchase Financing; pursuant to this determination, said
10
Master Lease-Purchase Agreement by the Mayor of the City of San
11 Bernardino.
12
SECTION 2 . The City shall not be obligated under the
13
Agreement unless and until the Agreement is fully executed and no
14
oral agreement relating thereto shall be implied or authorized.
15 The authorization to execute the above referenced Agreement is
16
rescinded if the parties fail to execute it within sixty (60) days
17
of the passage of this resolution.
18
SECTION 3 . No transactions shall be initiated under the
19
Master Lease contained in the Agreement without the approval of
20
the Mayor and Common council.
21
SECTION 4 . The City shall not be obligated until a lease-
22
purchase schedule transaction for material, equipment, supplies or
23
contracted services is executed with the vendor under this
24 Agreement.
25
26
27
1
28
I RESOLUTION OF THE CITY OF SAN BERNARDINO ACCEPTING LEASE
PURCHASE MASTER CONTRACT FOR KOCH FINANCIAL CORPORATION FOR THE
2 FURNISHING OF LEASE PURCHASE FINANCING.
3 SECTION 5. The Purchasing Agent, Director of Finance and the
4 City Attorney are hereby authorized to execute such documents as
5 necessary for the administration of transactions under the
6 Agreement.
7 I HEREBY CERTIFY that the foregoing resolution was duly
8 adopted by the Mayor and Common Council of the City of San
9 Bernardino at the meeting thereof, held on the
10 day of 1994 , by the following vote to wit:
11 COUNCIL MEMBERS AYES NAYS ABSTAIN ABSENT
12 NEGRETE
13 CURLIN
14 HERNANDEZ
15 OBERHELMAN
16 DEVLIN
17 POPE-LUDLAM
18 MILLER
19
CITY CLERK
20
The foregoing resolution is hereby approved this day
21 of , 1994 .
22 Tom Minor, Mayor
City of San Bernardino
23 Approved as to form
and legal content:
24
JAMES F. PENMAN
25 City Attorney
26
By:
27 2
28
No.
EQUIPMENT LEASE/PURCHASE AGREEMENT
DATED:
NAME AND ADDRESS OF LESSOR NAME AND ADDRESS OF LESSEE
Koch Financial Corporation
4111 East 37th Street North
Wichita,KS 67220
DESCRIPTION OF EQUIPMENT
Quantity Description Model# Se ial#
Location of Equipment:
RENTAL PAYMENTS
Rental Payment Periods shall be(monthly)(quarterly)(semiannual)(annual). Rental Payments shall be made in accordance with Section 4.01 and the Schedule of Rental
Pavments attached hereto as Exhibit A The maximum Lease Tenn of this Agreement is years and months.
TERMS AND CONDITIONS
THE TERMS AND CONDITIONS OF THIS AGREEMENT SET FORTH ON PAGES TWO THROUGH
FIVE SHALL FOR ALL PURPOSES HAVE THE SAME EFFECT AS IF SET FORTH HERE.
IN WITNESS WHEREOF,Lessor and Lessee have caused this Agreement to be executed in their names by their duly authorized representatives as of the date written
above.
(LESSOR) (LESSEE)
Koch Financial Corporation
By By
Title Title
(SEAL)
ATTEST:
Title:
CERTIFICATE OF CLERIC OR SECRETARY OF LESSEE
L the undersigned,do hereby certify(t)that the officer of Lessee who executed the foregoing Agreement on behalf of Lessee and whose genuine signature appears
thereon,is the duly qualified and acting officer of Lessee as stated beneath his or her signature and has been authorized to execute the foregoing Agreement on behalf of Lessee,
and(ii)that the budget year of Lessee is from to
Dated: By
Title:
OPINION OF COUNSEL
As legal counsel to Lessee, I have examined(a)the foregoing Agreement which, among other things, provides for the sale to and purchase by the Lessee of the
Equipment,(b)an executed counterpart of the ordinance or resolution of Lessee which, among other things,authorizes Lessee to execute the Agreement and(c)such other
opinions,documents and matters of law as I have deemed necessary in connection with the following opinions. Based on the foregoing.I am of the following opinions:(1)Lessee
is a public body corporate and politic,duly organized and existing under the laws of the State,and has a substantial amount of one or more of the following sovereign powers:(a)
the power to tax,(b)the power of eminent domain,and(c)police power,(2)Lessee has the requisite power and authority to purchase the Equipment and to execute and deliver the
Agreement and to perform its obligations under the Agreement;(3)the Agreement and the other documents either attached thereto or required therein have been duly authorized,
approved and executed by and on behalf of Lessee,and the Agreement is a valid and binding obligation of Lessee enforceable in accordance with its terms;(4)the authorization,
approval and execution of the Agreement and all other proceedings of Lessee relating to the transactions contemplated thereby have been performed in accordance with all open
meeting laws,public bidding laws and all other applicable state and federal laws;and(S)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 contemplated by the Agreement or the security interest of Lessor or
its assigns,as the case may be,in the Equipment. All capitalized terms herein shall have the same meanings as in the foregoing Agreement. Lessor,its successors and assigns,
including without limitation any Registered Owners,and any counsel rendering an opinion on the tax-exempt status of the interest components of Rental Payments are entitled to
rely on this opinion
Printed Name: Dated:
Address:
Signature:
Telephone No.:
ARTICLE I
Section 1.01.Definitions. The following terms will have the meanings indicated below unless the context clearly requires otherwise.
"Agent"means any agent for the Registered Owners,if any,to which all or a portion of Lessor's right,title and interest in,to and under this Agreement and the Equipment may be
assigned for the benefit of the Registered Owners.
"Agreement" means pages one through five of this Equipment Lease/Purchase Agreement, the Tax Designations and Covenants and any other schedule, exhibit or escrow
agreement made a part hereof by the parties hereto,together with any amendments to the Agreement made pursuant to Section 13.06.
"Code"means the Internal Revenue Code of 1986.
"Commencement Date"is the date when the term of this Agreement and Lessee's obligation to pay rent commences,which date shall be the earlier of(i)the date on which the
Equipment is accepted by Lessee in the manner described in Section 5.0 1,or(ii)the date on which sufficient moneys to purchase the Equipment are deposited for that
purpose with an escrow agent
"Equipment"means the property described on the front of this Agreement and all replacements, repairs, restorations,modifications and improvements thereof or thereto made
pursuant to Article VIII.
"Event of Default"means an Event of Default described in Section 12.01.
"Lease Participation Certificates"means certificates evidencing a right to receive a pro rata share of Rental Payments and Purchase Price payments.
"Lease Term"means the Original Term and all Renewal Tema.
"Lessee"means the entity described as such on the front of this Agreement,its successors and its assigns.
"Lessor"means the entity described as such on the front of this Agreement,its successors and its assigns.
"Original Term"means the period from the Commencement Date until the end of the budget year of Lessee in effect at the Commencement Date.
"Purchase Price"means the amount designated as such on Exhibit A hereto that Lessee may,in its discretion,pay to Lessor to purchase the Equipment.
"Registered Owners"means the registered owners of Lease Participation Certificates.
"Renewal Terns"means the renewal terns of this Agreement,each having a duration of one year and a term coextensive with Lessee's budget year.
"Rental Payments"means the basic rental payments payable by Lessee pursuant to Section 4.01.
"Rental Payment Period"means the period beginning on the day a Rental Payment is due and ending the day before the next Rental Payment is due. The first Rental Payment
Period shall begin on the Commencement Date in all cases. If Rental Payment Periods are monthly,subsequent Rental Payment Periods shall begin on the same day of
each month after the Commencement Date. If Rental Payment Periods are quarterly,subsequent Rental Pavment Periods shall begin on the same day of each third
month after the Commencement Date. If Rental Payment Periods are semiannual,subsequent Rental Payment Periods shall begin on the same day of each sixth month
after the Commencement Date. If Rental Payment Periods are annual,subsequent Rental Payment Periods shall begin on the anniversary of the Commencement Date
in each year. If the Commencement Date is the 29th,30th or 31st day of a month,any subsequent Rental Payment Period that would otherwise begin on the 29th,
30th or 31st of a month that does not include such a date shall begin on the last day of the month
"State"means the state in which Lessee is located
"Tax Designations and Covenants"means the document-entitled"Tax Designations and Covenants,"if any,executed by Lessee and attached hereto.
"Vendor"means the manufacturer of the Equipment as well as the agents or dealers of the manufacturer from whom Lessor purchased or is purchasing the Equipment
ARTICLE II
Section 2.01 Representations and Covenants of Lessee. Lessee represents, covenants and warrants for the benefit of Lessor and any Registered Owners (as
hereinbefore defined)as follows:
(a)Lessee is a public body corporate and politic duly organized and existing under the constitution and laws of the State with full power and authority to enter into this
Agreement and the transactions contemplated hereby and to perform all of its obligations hereunder.
(b)Lessee has duly authorized the execution and delivery of this Agreement by proper action by its governing body at a meeting duly called regularly convened and
attended throughout by the requisite majority of the members thereof or by other appropriate official approval,and all requirements have been met and procedures have occurred
in order to ensure the validity and enforceability of this Agreement
(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.
(d)Lessee has,in accordance with the requirements of law,fully budgeted and appropriated sufficient funds for the current budget year to make the Rental Payments
scheduled to come due during the Original Term,and to meet its other obligations for the Original Term.and such funds have not been expended for other purposes.
(e)Lessee will do or cause to be done all things necessary to preserve and keep in full force and effect its existence as a body corporate and politic.
(f)Lessee has complied with such public bidding requirements as may be applicable to this Agreement and the acquisition by Lessee of the Equipment
(g) During the Lease Term, the Equipment will be used by Lessee only for the purpose of performing essential governmental or proprietary functions of Lessee
consistent with the permissible scope of Lessee's authority.
(h) Lessee will annually provide Lessor with current financial statements, budgets, proofs of appropriation for the ensuing budget year and such other financial
information relating to the ability of Lessee to continue this Agreement as may be requested by Lessor.
(i)I==will comply with all applicable provisions of the Code,including without limitation Sections 103 and 148 thereof, and the applicable regulations of the
Treasury Department to maintain the exclusion of the interest components of Rental Payments from gross income for purposes of federal income taxation.
0)Lessee will use the proceeds of this Agreement as soon as practicable and with all reasonable dispatch for the purpose for which the Agreement has been entered
into. No part of the proceeds of the Agreement shall be invested in any securities,obligations or other investments or used,an any time,directly or indirectly,in a manner which,if
such use had been reasonably anticipated on the date of issuance of the Agreement,would have caused any portion of the Agreement to be or become"arbitrage bonds"within the
meaning of Section 103(bX2)or Section 148 of the Code and the applicable regulations of the Treasury Department
Section 2.02.Certification as to Arbitrage.Lessee hereby represents as follows:
(a)The estimated total costs of the Equipment will not be less than the total principal amount of the Rental Payments.
(b)The Equipment has been ordered or is expected to be ordered within six months of the Commencement Date,and the Equipment is expected to be delivered and
installed,and the Vendor fully paid,within one year of the Commencement Date.
(c)Lessee has not created or established,and does not expect to create or establish,any sinking fund or other similar fund(i)that is reasonably expected to be used to
pay the Rental Payments,or(ii)that may be used solely to prevent a default in the payment of the Rental Payments.
(d)The Equipment has not been and is not expected to be sold or otherwise disposed of by Lessee,either in whole or in major part,prior to the last maturity of the
Rental Payments.
(e)To the best of Lessee's knowledge,information and belief,the above expectations are reasonable.
(f)Lessee has not been notified of any listing or proposed listing of it by the Internal Revenue Service as an issuer whose arbitrage certificates may not be relied upon
ARTICLE III
Section 3.01.Lease of Equipment. Lessor hereby demises,leases and lets to Lessee,and Lessee rents,leases and hires from Lessor,the Equipment in accordance with
this Agreement for the Lease Term The Lease Term may be continued,solely at the option of Lessee,at the end of the Original Tenn or any Renewal Term for an additional
Renewal Term up to the maximum Lease Term At the end of the Original Term and at the end of each Renewal Term until the maximum Lease Term has been completed,Lessee
shall be deemed to have exercised its option to continue this Agreement for the neat Renewal Tenn unless Lessee shall have terminated this Agreement pursuant to Section 3.03 or
purchased the equipment pursuant to Section 10.01. The terms and conditions during any Renewal Term shall be the same as the terms and conditions during the Original Tenn,
except that the Rental Payments shall be as provided on Exhibit A hereto.
Section 3.02.Continuation of Lease Term.Lessee intends,subject to Section 3.03,to continue the Lease Term through the Original Term and all Renewal Terns
and to pay the Rental Payments hereunder. Lessee reasonably believes that legally available funds in an amount sufficient to make all Rental Payments during the entire Lease
Term can be obtained. Lessee further intends to do all things lawfully within its power to obtain and maintain funds from which the Rental Payments may be made, including
making provision for such payments to the extent necessary in each budget or appropriation request submitted and adopted in accordance with applicable provisions of law,to
have-uch 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 3.03.Nonappropriation. lessee is obligated only to pay such Rental Payments under this Agreement as may lawfully be made from funds budgeted and
appropriated for that purpose during Lessee's then current budget year. Should Lessee fail to budget,appropriate or otherwise make available funds to pay Rental Payments
following the then current Original Term or Renewal Term this Agreement 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 Tenn or Renewal Term,but failure to give such notice shall not
extend the term beyond such Original Term or Renewal Term. If this Agreement is terminated in accordance with this Section,Lessee agrees to peaceably deliver the Equipment
to Lessor at the location(s)to be specified by Lessor.
Section 3.04.Nonsubstitution. To the extent permitted by law,Lessee agrees that if this Agreement is terminated in accordance with Section 3.03 Lessee will not
purchase,lease or rent equipment performing functions similar to those performed by the Equipment for a period of 90 days following the end of the then current Original Term or
Renewal Term;provided this restriction shall not be applicable in the event the Equipment shall be sold,re-leased or otherwise disposed of by Lessor and the amount received from
such disposition,less all costs of such sale or disposition,is sufficient to pay the then applicable Purchase Price. This Section shall remain in full force and effect notwithstanding
the termination of this Agreement
ARTICLE IV
Section 4.01. Rental Payments Lessee shall promptly pay Rental Payments, exclusively from legally available funds, in lawful money of the United States of
America to Lessor on the Commencement Date and on the first day of each Rental Payment Period thereafter,in such amounts as described on Exhibit A hereto. Lessee shall pay
Lessor a charge on any Rental Payment not paid on the date such payment is due at the rate of 18%per annum or the maximum amount permitted by law,whichever is less,from
such date. A portion of each Rental Payment is paid as,and represents payment of,interest,as set forth on Exhibit A hereto.
Section 4.02.Rental Payments to Constitute a Current Expense of Lessee. Lessor and Lessee understand and intend that the obligation of Lessee to pay Rental
Pavments hereunder shall constitute a current expense of Lessee 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,nor shall anything contained herein constitute a pledge of the general tax revenues,funds or
moneys of Lessee.
Section 4.03. RENTAL PAYMENTS TO BE UNCONDITIONAL. EXCEPT AS PROVIDED IN SECTION 3.03, THE OBLIGATIONS OF LESSEE TO
MAKE RENTAL PAYMENTS AND TO PERFORM AND OBSERVE THE OTHER COVENANTS AND AGREEMENTS CONTAINED HEREIN SHALL BE
ABSOLUTE AND UNCONDITIONAL IN ALL EVENTS WITHOUT ABATEMENT, DIMINUTION, DEDUCTION, SET-OFF OR DEFENSE, FOR ANY REASON,
INCLUDING WITHOUT LIMITATION ANY FAILURE OF THE EQUIPMENT TO BE DELIVERED OR INSTALLED, ANY DEFECTS, MALFUNCTIONS,
BREAKDOWNS OR INFIRMITIES IN THE EQUIPMENT OR ANY ACCIDENT.CONDEMNATION OR UNFORESEEN CIRCUMSTANCES.
ARTICLE V
Section 5.01.Delivery.Installation and Acceptance of the Equipment Lessee shall order the Equipment cause the Equipment to be delivered and installed at the
location specified on the front of this Agreement and pay any and all delivery and installation costs in connection therewith. When the Equipment has been delivered and installed,
Lessee shall immediately accept the Equipment and evidence said acceptance by executing and delivering to Lessor an acceptance certificate acceptable to Lessor.
Section 5.02. Enjoyment of Equipment. Lessor shall provide Lessee with quiet use and enjoyment of the Equipment during the Lease Tern, and Lessee shall
peaceably and quietly have,hold and enjoy the Equipment during the Lease Term,without suit,trouble or hindrance from Lessor,except as otherwise expressly set forth in this
Agreement No Registered Owner shall interfere with such quiet use and enjoyment during the Lease Term so long as Lessee is not in default under this Agreement
Section 5.03.Location; Inspection. Once installed,the Equipment will not be moved from the location specified on the front of this Agreement without Lessors
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 inspecting the Equipment
Section 5.04.Use and Maintenance of the Equipment. Lessen 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 this Agreement. 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 respect with all applicable laws,regulations and rulings 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 of Lessor un and to the Equipment or its interest or rights under this Agreement Lessee agrees that it will, at Lessee's own cost and expense,
maintain,preserve and keep the Equipment in good repair and working order. Lessor shall have no responsibility to maintain,repair to make improvements or additions to the
EquipnenL Upon the request of Lessor,lessee will enter into a maintenance contract for the Equipment with Vendor.
ARTICLE VI
Section 6.01.Title to the Equipment. Upon acceptance of the Equipment by Lessee,title to the Equipment shall vest in Lessee subject to Lessors rights under this
Agreement;provided that title shall thereafter immediately and without any action by Lessee vest in Lessor,and Lessee shall immediately surrender possession of the Equipment to
Lessor upon(a)any termination of this Agreement other than termination pursuant to Section 10.01 or(b)the occurrence of an Event of Default It is the intent of the parties
hereto that any transfer of title to Lessor pursuant to this Section shall occur automatically without the necessity of any bill of sale, certificate of title or other instrument of
conveyance. Lessee shall,nevertheless,execute and deliver any such instruments as Lessor may request to evidence such transfer.
Section 6.02. Security Interest. To secure the payment of all of Lessee's obligations under this Agreement- Lessee hereby grants to Lessor a security interest
constituting a first lien on the Equipment and on all additions,attachments and accessions thereto,substitutions therefor and proceeds therefrom. Lessee agrees to execute such
additional documents,in form satisfactory to Lessor,which Lessor deans necessary or appropriate to establish and maintain its security interest and the security interest of any
assignee of Lessor in the Equipment
Section 6.03.Personal Property. The Equipment is and will remain personal property. The Equipment will not be deemed to be affixed to or a part of the real estate
on which it may be situated,notwithstanding that the Equipment or any part thereof may be or hereafter become in any manner physically affixed or attached to such 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 building.
ARTICLE VII
Section 7.01.Liens,Taxes,Other Governmental Charges and Utility Charges. Lessee shall keep the Equipment free of all levies,liens and encumbrances except
those created by this Agreement The parties to this Agreement contemplate that the Equipment will be used for a goverrimental or proprietary purpose of Lessee and that the
Equipment will therefore be exempt from all property taxes. If the use.possession or acquisition of the Equipment is nevertheless determined to be subject to taxation,Lessee shall
pay when due all taxes and governmental charges lawfully assessed or levied against or with respect to the 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;pro%ided 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 which accrue during the Lease Term.
Section 7.02.Insurance. At its own expense,Lessee shall maintain(a)casualty insurance 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,(b)liability insurance that protects Lessor from liability in all events in form and amount satisfactory to Lessor,and(c)workers'compensation
coverage as required by the laws of the State;provided that,with Lessor's prior written consent,Lessee may self-insure against the risks described in clauses(a)and(b). All
insurance proceeds from casualty_ losses shall be payable as hereinafter provided. Lessee shall furnish to Lessor certificates evidencing such coverage throughout the Lease Term.
All such insurance shall be with insurers that are acceptable to Lessor,shall name Lessee and Lessor as insureds and shall contain a provision to the effect that such insurance shall
not be cancelled or modified materially without first giving written notice therof to Lessor at least 10 days in advance of such cancellation or modification. All such casualty
insurance shall contain a provision making any losses payable to Lessee and Lessor as their respective interests may appear.
Section 7.03.Advances. In the event Lessee shall fail to either maintain the insurance required by this Agreement or keep the Equipment in good repair and working
order,Lessor may,but shall be under no obligation to,purchase the required insurance and pay the cost of the premiums thereof and maintain and repair 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 18%per annum or the maximum amount permitted by law,whichever is less.
ARTICLE VIII
Section 8.01.Damage,Destruction and Condemnation. If(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,condemnation award
or sale under threat of condemnation to be applied to the prompt replacement, repair, restoration, modification or improvement of the Equipment, unless Lessee shall have
exercised its option to purchase the Equipment pursuant to Section 10.01. Any balance of the Net Proceeds remaining after such work has been completed shall be paid to Lessee.
For purposes of this Article,the tern"Net Proceeds"shall mean the amount remaining from the gross proceeds of any insurance claim,condemnation award or sale under threat of
condemnation after deducting all expenses,including attorneys'fees,incurred in the collection thereof.
Section 8.02.Insufficiency of Net Proceeds. If the Net Proceeds are insufficient to pay in full the cos t of any repair, restoration, modification or improvement
referred to in Section 8.0 1,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)purchase Lessor's interest in the Equipment pursuant to Section 10.01. The amount of the Net Proceeds.if any,remaining after completing such repair,
restoration,modification or improvement or after purchasing Lessor's interest in the 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.
ARTICLE IX
Section 9.01.DISCLAIMER OF WARRANTIES. LESSOR MAKES NO WARRANTY OR REPRESENTATION.EITHER EXPRESS OR IMPLIED,AS TO
THE VALUE, DESIGN, CONDITION. MERCHANTABILITY OR FITNESS FOR PARTICULAR PURPOSE OR FITNESS FOR USE OF THE EQUIPMENT, OR
WARRANTY WITH RESPECT THERETO AND IN NO EVENT SHALL LESSOR BE LIABLE FOR ANY INCIDENTAL, INDIRECT. SPECIAL OR
CONSEQUENTIAL DAMAGES IN CONNECTION WITH OR ARISING OUT OF THIS AGREEMENT OR THE EXISTENCE, FURNISHING, FUNCTIONING OR
LESSEE'S USE OF ANY ITEM,PRODUCT OR SERVICE PROVIDED FOR IN THIS AGREEMENT.
Section 9.02.Vendor's Warranties. Lessor hereby irrevocably appoints Lessee its agent and attomey-in-fact during the Lease Term,so long as Lessee shall not be in
default hereunder,to assert from time to time whatever claims and rights(including without limitation warranties)related to the Equipment that Lessor may have against the
Vendor. Lessee's sole remedy for the breach of such warranty,indemnification or representation shall be against the Vendor of the Equipment and not against Lessor. Anv such
matter shall not have any effect whatsoever on the rights and obligations of Lessor with respect to this Agreement, including the right to receive full and timely payments
hereunder. Lessee expressly acknowledges that Lessor makes,and has made,no representations or warranties whatsoever as to the existence or the availability of such warranties
by the Vendor of the Equipment.
ARTICLE X
Section 10.01.Purchase Option. Lessee shall have the option to purchase Lessor's interest in the Equipment.upon giving written notice to Lessor at least 60 days
before the date of purchase,at the following times and upon the following terns and upon such exercise of the purchase option by Lessee to all the equipment,this Agreement shall
terminate:
(a) On the last day of the Original Term or any Renewal Tern then in effect,upon payment in full of the Rental Payments then due hereunder plus the then applicable
Purchase Price plus$1.00 to Lessor,or
(b) In the event of substantial damage to or destruction or condemnation of substantially all of the Equipment.on the day I.Amwe specifies as the purchase date in
Lessee's notice to Lessor of its exercise of the purchase option,upon payment in full of the Rental Payments then due hereunder plus the then applicable Purchase Price to Lessor.
ARTICLE XI
Section 11.01.Assignment by Lessor. Lessor's right,title and interest in.to and under this Agreement and the Equipment may be assigned and reassigned in whole or
in part to one or more assignees or subassignees by Lessor and to the extent of his interest,by any Registered Owner,without the necessity of obtaining the consent of Lessee;
provided that(a)any assignment,other than an assignment to or by a Registered Owner,shall not be effective until Lessee has received written notice,signed by the assignor,of
the name,address and tax identification number of the assignee,and(b)any assignment to or by a Registered Owner shall not be effective until it is registered on the registration
books kept by the Agent as agent for Lessee. Lessee shall retain all such notices as a register of all assignees(other than Registered Owners)and shall make all payments to the
assignee or assignees designated in such register or,in the case of Registered Owners,to the Agent. Lease Participation Certificates may be executed and delivered by the Agent to
Registered Owners, if any. Lessee agrees to execute all documents, including notices of assignment and chattel mortgages or financing statements, that may be reasonably
requested by Lessor or any assignee to protect its interests in the Equipment and in this Agreement. Lessee shall not have the right to and shall not assert against any assignee or
Registered Owner any claim counterclaim or other right Lessee may have against Lessor.
Section 11.02. Assignment and Subleasing by Lessee. None of Lessee's right,title and interest in,to and under this Agreement and in the Equipment may be
assigned or encumbered by Lessee for any reason,except that Lessee may sublease all or part of the Equipment if Lessee obtains the prior written consent of lessor and an opinion
of nationally recognized counsel in the area of tax exempt municipal obligations satisfactory to Lessor that such subleasing will not adversely affect the exclusion of the interest
components of the Rental Payments from gross income for federal income tax purposes. Any such sublease of all or part of the Equipment shall be subject to this Agreement and
the rights of the Lessor in,to and under this Agreement and the Equipment.
ARTICLE XII
Section 12.01.Events of Default Defined. Subject to the provisions of Section 3.03,any of the following events shall constitute an"Event of Default"under this
Agreement:
(a) Failure by Lessee to pay any Rental Payment or other payment required to be paid hereunder at the time specified herein:
(b) Failure by Lessee to observe and perform any covenant.condition or agreement on its part to be observed or performed.other than as referred to in subparagraph
�
(a)above.for a period of30 days after written notice speciR ing such failure and requesting that it be remedied is given to Lessee by Lessor,unless Lessor shall agree in writing to
an extension of such time prior to its expiration;provided that, if the failure stated in the notice cannot be corrected within the applicable period, Lessor will not unreasonably
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 corrected;
(c) Any statement,representation or warranty made by Lessee in or pursuant to this.agreement or its execution,delivery or performance shall prove to have been false,
incorrect,misleading or breached in any material respect on the date when made;
(d) Lessee shall(i)apply for or consent to the appointment 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,(iii)make a general assignment for the benefit of creditors,(iv)have an order for
relief entered against it under applicable bankruptcv law,or(v)file a voluntary petition in bankruptcy or a petition or an answer seeking reorganization 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 bankruptcy, reorganization or
insolvency proceeding;or
(e) An order,judgment or decree shall be entered by any court of competent jurisdiction_approving a petition or appointing a receiver,trustee,custodian or liquidator
of Lessee of all or a substantial part of the assets of Lessee,in each case without its application,approval or consent,and such order,,judgment or decree shall continue unstayed
and in effect for any period of 30 consecutive days.
Section 12.02.Remedies on Default. Whenever anv Event 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) By written notice to Lessee,Lessor may declare all Rental Payments and other amounts payable by Lessee hereunder to the end of the then current Original Term
or Renewal Term to be due;
(b) With or without terminating this Agreement. Lessor may enter the premises where the Equipment is located and retake possession of the Equipment or require
Lessee at Lessee's expense to promptly return any or all of the Equipment to the possession of Lessor at such place within the United States as Lessor shall specify,and sell or lease
the Equipment or,for the account of Lessee,sublease the Equipment, continuing to hold Lessee liable for the difference between(i)the Rental Payments and other amounts
payable by Lessee hereunder to the end of the then current Original Term or Renewal Term and(ii)the net proceeds of any such sale, leasing or subleasing(after deducting all
expenses of Lessor in exercising its remedies under this Agreement,including without limitation all expenses of taking possession,storing,reconditioning and selling or leasing the
Equipment and all brokerage,auctioneers'and attomevs fees);and(c)Lessor may take whatever action at law or in equity may appear necessary or desirable to enforce its rights
as the owner of the Equipment.
Section 12.03.No Remedy Exclusive. No remedy herein conferred upon or reserved to Lessor is intended to be exclusive and every such remedy shall be cumulative
and shall be in addition to every other remedy given under this Agreement 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 right 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.
ARTICLE\III
Section 13.01.Notices. All notices,certificates or other communications hereunder shall be sufficiently given and shall be deemed given when delivered or mailed by
registered mail,postage prepaid,to the parties hereto at the addresses on the front of this agreement(or at such other address as either party hereto shall designate in writing to the
other for notices to such party),to any assignee at its address as it appears on the registration books maintained by Lessee or the,agent.
Section 13.02.Release and Indemnification. To the extent permitted by law.Lessee shall indemniR,,protect,hold harmless,save and keep harmless Lessor from 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
counsel fees and expenses and any federal income tax and interest and penalties connected therewith imposed on interest received)arising out of or as the result of(a)the entering
into of this Agreement,(b)the ownership of any item of the Equipment.(c)the ordering,acquisition,use,operation,condition.purchase,deliverv,rejection,storage or return of
any item of the Equipment,(d)any accident in connection 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 herein or any material misrepresentation contained herein. The indemnification arising under
this section shall continue in full force and effect notwithstanding the full payment of all obligations under this Agreement or the termination of the Lease Term for any reason.
Section 13.03.Entire Agreement This Agreement constitutes the entire agreement between Lessor and Lessee.
Section 13.04.Binding Effect This Agreement shall inure to the benefit of and shall be binding upon Lessor and Lessee and their respective successors and assigns.
Section 13.05.Severability. In the event any provision of this Agreement shall be held invalid or unenforceable by any court of competent jurisdiction,such holding
shall not invalidate or render unenforceable any other provision hereof.
Section 13.06.Amendments,Changes and Modifications. This Agreement may be amended by Lessor and Lessee;provided that no amendment that affects the
rights of the Registered Owners shall be effective unless it shall have been consented to by the Registered Owners of a majority, in principal amount,of the Lease Participation
Certificates,if any,then outstanding.
Section 13.07.Execution in Counterparts. This Agreement 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 13.08,Applicable Law. This Agreement shall be governed by and construed in accordance with the laws of the State.
Section 13.09.Captions. The captions or headings in this Agreement are for convenience only and in no way define, limit or describe the scope or intent of any
provisions or sections of this Agreement.
EXHIBIT A TO EQUIPMENT LEASE/PURCIIASE AGREEMENT
SCHEDULE OF RENTAL PAYMENTS
Rental Payment Rental Payment Interest Principal Purchase
Number Amount Portion Portion Price
EXHIBIT A TO EQUIPMENT LEASEIPURCIIASE AGREEMENT
(CONTINUED)
SCHEDULE OF RENTAL PAYMENTS
Rental Payment Rental Payment Interest Principal Purchase
Numbe Amount Portion Portion Price
ACCEPTANCE CERTIFICATE
Koch Financial Corporation
4111 East 37th Street North
Wichita,Kansas 67226
Re:Equipment Lease/Purchase Agreement.dated as of 19 (the"Agreement"),between Koch Financial Corporation("Lessor")
and "(Lessee")
Ladies and Gentlemen:
In accordance with the Agreement,the undersigned Lessee hereby certifies and represents to,and agrees with,Lessor as follows:
(1) All of the Equipment(as defined in the Agreement)has been delivered installed and accepted on the date hereof.
(2) Lessee has conducted such inspection and/or testing of the Equipment as it deems necessary and appropriate and hereby acknowledges that it accepts the
Equipment for all purposes.
(3) Lessee is currently maintaining the insurance 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 defined in the Agreement)exists at the date
hereof.
Dated:
LESSEE
[SEAL] By
Title:
[CROSS OUT ANY INAPPLICABLE PARAGRAPHS. INCLUDE PARAGRAPHS 1.2 AND 3 TO DESIGNATE THE AGREEMENT AS A"QUALIFIED TAX-EXESIPT
OBLIGATION';INCLUDE PARAGRAPHS 1,4 ARID 5 TO QUALIFY FOR ARBITRAGE REBATE EXCEPTION FOR SMALL GOVERNMENTAL UNITS]
TAX DESIGNATIONS AND COVENANTS
1. The covenants and designations hereinafter set forth are intended to be, and hereby arc, incorporated into the Equipment Lease/Purchase Agreement, dated
19 (the "Agreement"), between ("Lessor) and
("Lessee"),and except as otherwise defined herein,all terms defined in the Agreement shall
have the same meaning herein as in the Agreement. The Commencement Date of the Agreement is or will be in the calendar year 19 (the"Issuance Year").
2. Lessee hereby designates the Agreement as a"qualified tax-exempt obligation"as defined in Section 265(bX3)(B)of the Code. The aggregate face amount of all
tax-exempt obligations(excluding private activity bonds other than qualified 501(cX3)bonds) issued or to be issued by Lessee and all subordinate entities thereof during the
Issuance Year is not reasonably expected to exceed S10,000,000.
3. Lessee hereby covenants that Lessee and all subordinate entities thereof will not issue in excess of S 10,000,000 of qualified tax-exempt obligations(including the
Agreement but excluding private activity bonds other than qualified 501(cX3)bonds)during the Issuance Year without first obtaining an opinion of nationally recognized counsel
in the area of tax-exempt municipal obligations acceptable to Lessor that the designation of the Agreement as a"qualified tax-exempt obligation"will not be adversely affected.
4. Lessee represents and warrants that it is a governmental unit under the laws of the State with general taxing powers;the Agreement is not a private activity bond as
defined in Section 141 of the Code;95%or more of the net proceeds of the Agreement will be used for local governmental activities of Lessee;and the aggregate face amount of
all tax-exempt obligations(other than private activity bonds)issued or to be issued by the Lessee and all subordinate entities thereof during the Issuance Year is not reasonably
expected to exceed 55,000,000.
5. Lessee hereby covenants that Lessee and all subordinate entities thereof will not issue in excess of 55,000,000 of tax exempt bonds(including the Agreement but
excluding private activity bonds)during the Issuance Year without first obtaining an opinion of nationally recognized counsel in the area of tax-exempt municipal obligations
acceptable to Lessor that the excludability of the interest on the Agreement from gross income for federal tax purposes will not be adversely affected.
Dated:
[SEAL]
LESSEE
ATTEST: By.
Title:
CERTIFICATE OF CLERK OR SECRETARY OF LESSEE
I,the undersigned,do hereby certify that(i)the foregoing Tax Designations and Covenants were adopted and approved by action of the governing body of Lessee at a
meeting duly called,regularly convened and attended throughout by the requisite majority of the members thereof,(ii)the officer of Lessee who executed the foregoing Tax
Designation and Covenants on behalf of lessee and whose genuine signature appears thereon is the duly qualified and acting officer of Lessee as stated beneath his or her
signature,and(iii)said officer has been authorized to execute the foregoing Tax Designations and Covenants on behalf of Lessee.
Dated:
Title:
ESSENTIAL USEISOURCE OF FUNDS LETTER
Koch Financial Corporation
4111 East 37th St.North
Wichita,KS 67220
Re: Equipment Lease Agreement No.
Gentlemen:
This confirms and affirms that the Equipment described in the Equipment Lease Agreement referred to above(the"Agreement")is essential to the function of the
undersigned or to the service we provide to our citizens.
Further,we have an immediate need for,and expect 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 us only for the purpose of performing one or more of our governmental or proprietary functions consistent with the
permissible scope of our authority. Specifically,such Equipment was selected by us to be used as follows:
The estimated useful life of such Equipment baud upon manufacturer's representations and our projected needs is years.
Our source of funds for payments of the rent due under the Agreement for the current fiscal year is
We expect and anticipate adequate funds to be available for all future payments of rent due after the current fiscal year for the following reasons:
Vm truly yours,
Lessee
By:
(Signature and Title)
Date: