HomeMy WebLinkAbout13- Finance CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
From: Barbara Pachon, Director of Finance Subject: Approval of Master Lease-Purchase Agreement
Dept: Finance
Date: June 3, 1998 ORIGINAL
Synopsis of Previous Council Action:
None
Recommended Motion:
Adopt resolution
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ignature
Contact Person: John P. Murphy, Purchasing Manager Phone: (909) 384-5086
Supporting data attached: Staff Report Ward: City Wide
FUNDING REQUIREMENTS: Amount: -0-
Source: (ACCT. No.) N/A
(Acct. Description) N/A
Finance:
Council Notes:
Agenda Item No. 113
.110ig
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
STAFF REPORT
SUBJECT:
Approval of Lease-Purchase Master Agreement
BACKGROUND:
First Municipal Leasing Corporation ("FMLC") has requested to be given the
opportunity to provide financing for our capital purchases. The past practice has
been for the Mayor and Common Council to approve a Master Lease-Purchase
Agreement first, before any rate quotes are solicited from any financial institution.
Exhibit "A" is the proposed Master Lease-Purchase Agreement for this vendor.
Once a Master Lease-Purchase Agreement is approved, that vendor is allowed to
quote on any subsequent financing opportunities. There are ten approved Master
Leases currently in effect.
FINANCIAL IMPACT:
This action does not obligate any funds. Individual leases are individually presented
to the Mayor and Common Council for approval.
RECOMMENDATION:
The Mayor and Common Council adopt the resolution approving the Master Lease-
Purchase Agreement for FMLC.
OOFT
1 RESOLUTION NO.
. 2
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
3 BERNARDINO ACCEPTING LEASE PURCHASE MASTER AGREEMENT FOR FIRST
MUNICIPAL LEASING CORPORATION FOR THE FURNISHING OF LEASE PURCHASE
4 FINANCING.
5 NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO AS FOLLOWS:
6 SECTION t. That Equipment Lease-Purchase Master Agreement with First Municipal
7 Leasing Corporation (the "Agreement"), a copy of which is attached hereto and incorporated
herein as Exhibit"A", is approved by the City of San Bernardino for the furnishing of Lease-
8 Purchase Financing.
SECTION 2. The City shall not be obligated under the Agreement unless and until
9 actual financing is required for a specific lease purchase.
10 SECTION 3. No transactions shall be initiated under this Master Lease Agreement
without the approval by the Mayor and Common Council as a separate schedule under the
11 Master Lease Agreement.
12
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19 loll
20 uiu
21 nui
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1 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO ACCEPTING LEASE PURCHASE MASTER AGREEMENT FOR FIRST
. 2 MUNICIPAL LEASING CORPORATION FOR THE FURNISHING OF LEASE PURCHASE
FINANCING.
3
4 1 HEREBY CERTIFY that the foregoing resolution was duly adopted by the Mayor and Common
5 Council of the City of San Bernardino at a meeting thereof held on the
day of , 199_, by the following vote, to wit:
6
7
COUNCILMEMBERS AYES NAYS ABSTAIN ABSENT
8
ESTRADA
9 LIEN
10 ARIAS
11 SCHNETZ
12 DEVLIN
13 ANDERSON
• 14 MILLER
15
16 Rachel Clark, City Clerk
17
18 The foregoing resolution is hereby approved this day of
19 19
20
21 Judith Valles, Mayor
City of San Bernardino
22
23 Approved as to form
and legal content:
24
25 JAMES F. PENMAN
City Attorney
26
By.
27 �
28
LEASE WITH OPTION TO PURCHASE AGREEMENT
• THIS LEASE WITH OPTION TO PURCHASE AGREEMENT (this
Lease) dated as of this ____ day of 1999, is made and entered into by and
between First Municipal Leasing Corporation, a corporation duly organized and existing
under the laws of the state of Colorado as lessor(Lessor), whose principal business address
is as shown on the execution page hereof; and the City of San Bernardino, a political
subdivision of the state of California as lessee (Lessee), whose address is as shown on the
execution page hereof.
ARTICLE I: DEFINITIONS AND EXHIBITS
Section 1.1. Definitio Unless the context otherwise requires, the terms
defined in this Section shall, for all purposes of this Lease, have the meanings herein
specified.
Contractor Each of the manufacturers or vendors from whom Lessee has
ordered or will order or with whom Lessee has contracted or will contract for the
manufacture, delivery and/or installation of an Equipment Group or any portion thereof.
Equipment Group. An item or items of personal property designated from
time to time by Lessee which are described in an Equipment Schedule, and which are being
or will be leased with option to purchase by Lessee pursuant to this Lease.
• FFouipment Schedule: A schedule consisting of the separate but hire
numbered pages in the form provided in Exhibits A and B which have been completed with
respect to an Equipment Group and executed by Lessor and Lessee as indicated therein.
Fiscal Year: The twelve month fiscal period of Lessee which commences on
in every year and ends on the following
Interest: The portion of any Rental Payment designated as and comprising
interest as shown in any Equipment Schedule.
Lease: With respect to each Equipment Group, this Lease with Option to
Purchase Agreement and the Equipment Schedule in which such Equipment Group is
described, which shall constitute a separate contract relating to such Equipmenrt Group.
•
Interest: The portion of any Rental Payment designated as and comprising
• interest as shown in any Equipment Schedule.
Lease: With respect to each Equipment Group, this Lease with Option to
Purchase Agreement and the Equipment Schedule in which such Equipment Group is
described, which shall constitute a separate contract relating to such Equipment Group.
Net Proceeds: Any insurance proceeds or condemnation award, paid with
respect to any Equipment Group, remaining after payment therefrom of all expenses
incurred in the collection thereof.
Non-Appropriation: The failure of Lessee's governing body to appropriate
money for any Fiscal Year of Lessee sufficient for the continued performance of this Lease
by Lessee with respect to any Equipment Group as evidenced by the passage of a resolution
by Lessee's governing body specifically prohibiting Lessee from paying the Rental Payments
due with respect to any Equipment Group in a specified Fiscal Year and all subsequent
Fiscal Years during the Term of this Lease with respect thereto.
Payment Date: The date upon which any Rental Payment is due and payable
as provided in any Equipment Schedule.
Permitted Encumbrances: As of any particular time: (i) liens for taxes and
assessments not then delinquent, (ii) this Lease and amendments hereto, and (iii) Lessor's
• interest in any Equipment Group.
Principal: The portion of any Rental Payment designated as principal in any
Equipment Schedule.
Purchase Option Price: With respect to any Equipment Group, as of the
Payment Dates specified in the Equipment Schedule relating thereto, the amount so
designated and set forth opposite each such date in such Equipment Schedule.
Rental Payment: With respect to any Equipment Group, the payment due
from Lessee to Lessor on each Payment Date during the Term of this Lease, as shown in
the Equipment Schedule relating thereto.
Specifications: The bid specifications and/or purchase order pursuant to
which Lessee has ordered any Equipment Group from a Contractor.
State: The State of California.
• . LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 2
State and Federal Law or Laws: The Constitution and any law of the State
• and any charter, ordinance, rule or regulation of any agency or political subdivision of the
State; and any law of the United States, and any rule or regulation of any federal agency.
Term of this Lease or Lease Term: With respect to any Equipment Group,
the period during which this Lease is in effect as specified in Section 4.1.
Section 1.2. Exhibits. The following Exhibits are attached to and by
reference made a part of this Lease:
Exhibit A: A form of schedule describing an Equipment Group being leased
by Lessee pursuant to this Lease, and setting forth the date and amount of each Rental
Payment coming due during the Lease Term with respect to the Equipment Group, the
amount of such Rental Payments comprising Principal and Interest, and the price at which
Lessee may exercise its option to purchase Lessor's interest in such Equipment Group in
accordance with Article X. The serial or other identifying numbers relating to the
Equipment Group, if any, and the due date of each Rental Payment shall be inserted when
available.
Exhibit B: A form of Certificate of Acceptance of Lessee indicating that the
Equipment Group described therein has been delivered and installed in accordance with the
Specifications, and has been accepted by Lessee, the date on which Rental Payments shown
in the page of Exhibit A relating thereto shall commence, and that certain other
requirements have been met by Lessee.
Exhibit C: A form of opinion of counsel to Lessee as to the organization,
nature and powers of Lessee, the validity, execution and delivery of this Lease and various
related documents; the absence of litigation; and related matters.
ARTICLE II: REPRESENTATIONS, WARRANTIES AND COVENANTS
Section 2.1. Representations, Warranties and Covenants of Lessee. Lessee
represents and warrants to and covenants with Lessor with respect to this Lease and each
Equipment Group, as follows:
(a) Lessee is a political subdivision of the State, duly organized and existing
under the Constitution and laws of the State, and is authorized under the Constitution and
laws of the State to enter into this Lease and the transactions contemplated hereby, and to
perform all of its obligations hereunder.
(b) The execution and delivery of this Lease (and all documentation relating
to any Equipment Group) by the officer of Lessee executing it has been duly authorized by
a duly adopted resolution of Lessee's governing body, or by other appropriate official
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 3
action, and such action has complied and/or will comply with all public bidding and other
• State and Federal Laws applicable to this Lease and the acquisition and financing of the
Equipment Group(s) by Lessee.
(c) Lessee will use the Equipment Group(s) during the Lease Term relating
thereto only to perform essential governmental functions.
(d) Lessee will take no action that would cause the Interest portion of the
Rental Payments to become includible in gross income of the recipient for federal income
tax purposes under the Internal Revenue Code of 1986, as amended (the Code) and
Treasury Regulations promulgated thereunder (the Regulations), and Lessee will take and
will cause its officers, employees and agents,to take all affirmative actions legally within its
power necessary to ensure that the Interest portion of the Rental Payments does not
become includible in gross income of the recipient for federal income tax purposes under
the Code and Regulations.
(e) Lessee will submit to the Secretary of the Treasury information
reporting statements and other information relating to this Lease and each Equipment
Group at the times and in the forms required by the Code and the Regulations.
(f) Upon delivery and installation of any Equipment Group, Lessee will
provide to Lessor a completed and executed copy of a Certificate of Acceptance relating
thereto in the form attached hereto as Exhibit B, and an opinion of its legal counsel in the
• form attached hereto as Exhibit C, provided that if Lessor and Lessee agree to use the
Alternative Procedure set forth in Section 3.4 hereof such legal opinion shall be provided to
Lessor upon execution of the Escrow Agreement.
(g) Lessee has appropriated and/or taken other lawful actions necessary to
provide moneys sufficient to pay all Rental Payments required to be paid under the Lease
during the current fiscal year of Lessee, and such moneys will be applied in payment of all
such Rental Payments due and payable during such current fiscal year.
Section 2.2. Representations and Warranties of Lessor. Lessor represents
and warrants to Lessee as follows:
(a) Lessor is a corporation duly organized, existing and in good standing
under and by virtue of the laws of the state of Colorado, and if necessary is duly qualified, in
good standing as a foreign corporation and authorized to transact business in the State; has
power to enter into this Lease; is possessed of full power to own and hold real and personal
property, and to lease the same; and has duly authorized the execution and delivery of this
Lease.
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
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(b) Neither the execution and delivery of this Lease, nor the fulfillment of or
compliance with the terms and conditions thereof, nor the consummation of the transactions
contemplated thereby, conflicts with or results in a breach of the terms, conditions or
provisions of any restriction or any agreement or instrument to which Lessor is now a party
or by which Lessor is bound, constitutes a default under any of the foregoing, or results in
the creation or imposition of any lien, charge or encumbrance whatsoever upon any of the
property or assets of Lessor, or upon any Equipment Group except Permitted
Encumbrances.
ARTICLE III: LEASE OF EQUIPMENT GROUP
Section 3.1. Acquisition of Equipment Group. Lessee shall advise Lessor of
its desire to lease an Equipment Group and of the desired lease terms. Upon agreement by
Lessor and Lessee as to the lease of the Equipment Group and such terms, Lessee shall
order the Equipment Group from the appropriate Contractor or Contractors and notify
Lessor in writing of the Equipment Group cost and the estimated delivery period,
whereupon Lessor shall furnish to Lessee a proposed schedule in the form attached Exhibit
A relating to the Equipment Group completed insofar as possible. Nothing herein shall
obligate Lessor to lease any Equipment Group to Lessee until Lessor shall have so
concurred in writing to the lease of any Equipment Group.
Section 3.2. Equipment Group Delivery: Documentation. Upon delivery of
any Equipment Group, Lessee shall inspect such Equipment Group, and if such Equipment
• Group meets Lessee's Specifications, Lessee shall within three (3) business days from the
date of delivery of the Equipment Group provide to Lessor a completed and executed copy
of a Certificate of Acceptance relating thereto in the form attached hereto as Exhibit B, and
a completed and executed copy of the related Exhibit A. Simultaneously with the delivery,
Lessor and Lessee shall take all actions necessary to vest legal title to the Equipment Group
in Lessee, and to perfect a security interest therein in favor of Lessor or a person, firm or
corporation designated by it.
Section 3.3. Lease: Enjoyment: Inspection. Lessor hereby leases each
Equipment Group made subject to this Lease to Lessee, and Lessee hereby leases such
Equipment Group from Lessor, upon the terms and conditions set forth in this Lease.
Lessor hereby covenants to provide Lessee during the Term of this Lease with the quiet use
and enjoyment of the Equipment Group, and Lessee shall during the Term of this Lease
peaceably and quietly have and hold and enjoy the Equipment Group, without suit, trouble
or hindrance from Lessor, except as expressly set forth in this Lease. Lessor will, at the
request of Lessee and at Lessee's cost, join in any legal action in which Lessee asserts its
right to such possession and enjoyment to the extent Lessor lawfully may do so. Lessee
agrees that Lessor shall have the right at all reasonable times to examine and inspect the
Equipment Group. Lessee further agrees that Lessor shall have such rights of access to the
LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 5
Equipment Group as may be reasonably necessary to cause the proper maintenance of the
• Equipment Group in the event of failure by Lessee to perform its obligations hereunder.
Section 3.4. Alternative Procedure: Escrow Agreement. Notwithstanding
the provisions of Sections 3.1 and 3.2, if, upon agreement by Lessor and Lessee as to any
Equipment Group to be acquired and leased by Lessee under this Lease, Lessor and Lessee
enter into an escrow agreement establishing a fund from which the Equipment Group cost is
to be paid, and an amount sufficient, together with anticipated interest earnings thereon, to
pay such cost is deposited therein by Lessor: (a) Lessor and Lessee shall immediately
complete and execute an Exhibit A relating to the Equipment Group, and (b) the Rental
Payments relating to the Equipment Group shall be due and payable commencing upon
execution of and as provided in such Exhibit,A.
ARTICLE IV: TERM OF LEASE
Section 4.1. Lease Term. This Lease shall be in effect for a Term
commencing upon its date of execution and ending when the Term applicable to all
Equipment Groups subject hereto has ended as provided in Section 4.5. This Lease shall be
in effect with respect to each Equipment Group for a Term commencing upon the date of
execution of the Equipment Schedule relating thereto and ending as provided in Section 4.5.
Section 4.2. Termination by Lessee. In the sole event of Non-Appropriation
with respect to an Equipment Group, Lessee shall have the right to terminate this Lease
with respect to such Equipment Group, at the end of any Fiscal Year of Lessee, in the
manner and subject to the terms specified in this Section and Sections 4.4 and 4.5. Lessee
may effect such termination by giving Lessor a written notice of termination and by paying
to Lessor any Rental Payments and other amounts with respect to the Equipment Group
which are due and have not been paid at or before the end of its then current Fiscal Year.
Lessee shall endeavor to give notice of such termination not less than sixty (60) days prior
to the end of such Fiscal Year, and shall notify Lessor of any anticipated termination. In the
event of termination of this Lease with respect to an Equipment Group as provided in this
Section, Lessee shall deliver possession of such Equipment Group to Lessor in accordance
with Section 12.3, and shall convey to Lessor or release its interest in such Equipment
Group within thirty (30) days after the termination of this Lease with respect thereto.
Section 4.3. Intent to Continue Lease Term; Appropriations. Lessee
presently intends to continue this Lease for its entire Term with respect to each Equipment
Group made subject hereto and to pay all Rental Payments relating thereto. The person or
entity in charge of preparing Lessee's budget will include in the budget request for each
Fiscal Year the Rental Payments to become due in such Fiscal Year with respect to each
Equipment Group, and will use all reasonable and lawful means available to secure the
appropriation of money for such Fiscal Year sufficient to pay all such Rental Payments
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 6
coming due therein, and Lessee reasonably believes that moneys in an amount sufficient to
• make all such Rental Payments can and will lawfully be appropriated and made available for
this purpose.
Section 4.4. Effect of Termination. Upon termination of this Lease with
respect to an Equipment Group as provided in Section 4.2, Lessee shall not be responsible
for the payment of any additional Rental Payments relating thereto coming due in
succeeding Fiscal Years, but if Lessee has not delivered possession of the Equipment Group
to Lessor in accordance with Section 12.3 and conveyed to Lessor or released its interest in
such Equipment Group within thirty (30) days after the termination of this Lease with
respect thereto, the termination shall nevertheless be effective, but Lessee shall be
responsible for the payment of damages in an amount equal to the amount of the Rental
Payments thereafter coming due with respect to such Equipment Group which are
attributable to the number of days after such thirty (30) day period during which Lessee fails
to take such actions and for any other loss suffered by Lessor as a result of Lessee's failure
to take such actions as required.
Section 4.5. Termination of Lease Term. The Term of this Lease with
respect to any Equipment Group will terminate upon the occurrence of the first of the
following events: (a) the termination of this Lease by Lessee in accordance with Section
4.2; (b) the exercise by Lessee of its option to purchase Lessor's interest in the Equipment
Group pursuant to Article X; (c) a default by Lessee and Lessor's election to terminate this
Lease pursuant to Article XII; or (d) the payment by Lessee of all Rental Payments and all
• other amounts authorized or required to be paid by Lessee hereunder with respect to the
Equipment Group.
ARTICLE V: RENTAL PAYMENTS
Section 5.1. Rental Payments. Lessee agrees to pay Rental Payments with
respect to each Equipment Group during the Term of this Lease relating thereto, in the
amounts and on the dates specified in the Equipment Schedule relating thereto. A portion
of each Rental Payment is paid as and represents the payment of Interest. Exhibit A of each
Equipment Schedule sets forth the Interest component of each Rental Payment. All Rental
Payments shall be paid to Lessor, or to such other person(s) or entity(ies) to which Lessor
has assigned such Rental Payments as specified in Article XI, at such place as Lessor or
such assignee may from time to time designate by written notice to Lessee. Lessee shall pay
the Rental Payments exclusively from moneys legally available therefor, in lawful money of
the United States of America.
Section 5.2. Current Expense. The obligations of Lessee under this Lease,
including its obligation to pay the Rental Payments due with respect to any Equipment
Group, in any Fiscal Year for which this Lease is in effect, shall constitute a current expense
of Lessee for such Fiscal Year and shall not constitute indebtedness of Lessee within the
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 7
meaning of the Constitution and laws of the State. Nothing herein shall constitute a pledge
. by Lessee of any taxes or other moneys, other than moneys lawfully appropriated from time
to time by or for the benefit of Lessee for this purpose and the proceeds or Net Proceeds of
the Equipment Group, to the payment of any Rental Payment or other amount coming due
hereunder.
Section 5.4. Rental Payments to be Unconditional. Except as provided in
Section 4.2, the obligation of Lessee to make Rental Payments or any other payments
required hereunder shall be absolute and unconditional in all events. Notwithstanding any
dispute between Lessee and Lessor or any other person, Lessee shall make all Rental
Payments and other payments required hereunder when due and shall not withhold any
Rental Payment or other payment pending final resolution of such dispute nor shall Lessee
assert any right of set-off or counterclaim against its obligation to make such Rental
Payments or other payments required under this Lease. Lessee's obligation to make Rental
Payments or other payments during the Lease Term shall not be abated through accident or
unforeseen circumstances. However, nothing herein shall be construed to release Lessor
from the performance of its obligations hereunder; and if Lessor should fail to perform any
such obligation, Lessee may institute such legal action against Lessor as Lessee may deem
necessary to compel the performance of such obligation or to recover damages therefor.
ARTICLE VT: INSURANCE AND NEGLIGENCE
Section 6.1. Liability Insurance. Upon ordering any Equipment Group and
• prior to receipt of possession of the Equipment Group, Lessee shall take such measures as
may be necessary to ensure that any liability for injuries to or death of any person or damage
to or loss of property arising out of or in any way relating to the condition or the operation
of the Equipment Group or any part thereof, is covered by a blanket or other general
liability insurance policy maintained by Lessee. The Net Proceeds of all such insurance shall
be applied toward extinguishment or satisfaction of the liability with respect to which any
Net Proceeds may be paid.
Section 6.2. Property Insurance. Upon receipt of possession of any
Equipment Group, Lessee shall have and assume the risk of loss with respect thereto.
Lessee shall procure and maintain continuously in effect during the Term of this Lease, all-
risk insurance, subject only to the standard exclusions contained in the policy, in such
amount as will be at least sufficient so that a claim may be made for the full replacement
cost of any part of the Equipment Group damaged or destroyed and to pay the applicable
Purchase Option Price of the Equipment Group. Such insurance may be provided by a rider
to an existing policy or under a separate policy. Such insurance may be written with
customary deductible amounts. The Net Proceeds of insurance required by this Section
shall be applied to the prompt repair, restoration or replacement of the Equipment Group,
or to the purchase of the Equipment Group, as provided in Section 6.7. Any Net Proceeds
not needed for those purposes shall be paid to Lessee.
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
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• Section 6.3. Worker's Compensation Insurance. If required by State law,
Lessee shall carry worker's compensation insurance covering all employees on, in, near or
about any Equipment Group, and upon request, shall furnish to Lessor certificates
evidencing such coverage throughout the Term of this Lease.
Section 6.4. Requirements For All Insurance. All insurance policies (or
riders) required by this Article shall be taken out and maintained with responsible insurance
companies organized under the laws of one of the states of the United States and qualified
to do business in the State; and shall contain a provision that the insurer shall not cancel or
revise coverage thereunder without giving written notice to the insured parties at least ten
(10) days before the cancellation or revision becomes effective. Each insurance policy or
rider required by this Article VI shall name Lessor as an additional insured party and loss
payee. Lessee shall deposit with Lessor policies (and riders) evidencing any such insurance
procured by it, or a certificate or certificates of the respective insurers stating that such
insurance is in full force and effect. Before the expiration of any such policy (or rider),
Lessee shall furnish to Lessor evidence that the policy has been renewed or replaced by
another policy conforming to the provisions of this Article, unless such insurance is no
longer obtainable in which event Lessee shall notify Lessor of this fact.
Section 6.5. Self-Insurance. Notwithstanding the provisions of Sections 6.1
through 6.3, Lessee may elect to meet the requirements of any such section through self-
insurance provided by a Qualified Self-Insurance Program having coverage limits equal to
• or greater than those specified in such Section. In such event Lessee shall give Lessor
notice of such election and provide to Lessor a full, true and correct copy of all documents
providing for the establishment and administration of the Qualified Self-Insurance Program.
As used herein, Qualified Self-Insurance Program means a program of self-insurance which
has been established by Lessee, or by Lessee and other political subdivisions of the State,
pursuant to a State law specifically authorizing the program, and which is funded in a
manner similar to commercial insurance or in a manner specified in such State law.
Section 6.6. Lessee's Negligence. Lessee assumes all risks and liabilities,
whether or not covered by insurance, for loss or damage to any Equipment Group and for
injury to or death of any person or damage to any property, whether such injury or death be
with respect to agents or employees of Lessee or of third parties, and whether such
property damage be to Lessee's property or the property of others, which is proximately
caused by the negligent conduct of Lessee, its officers, employees and agents. Lessee
hereby assumes responsibility for and agrees to reimburse Lessor for all liabilities,
obligations, losses, damages, penalties, claims, actions, costs and expenses (including
reasonable attorney's fees) of whatsoever kind and nature, imposed on, incurred by or
asserted against Lessor that in any way relate to or arise out of a claim, suit or proceeding
based in whole or in part upon the negligent conduct of Lessee, its officers, employees and
agents, to the maximum extent permitted by law.
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 9
• Section 6.7. Damage to or Destruction of Equipment Group. If after
delivery of any Equipment Group to Lessee all or any part of the Equipment Group is lost,
stolen, destroyed or damaged beyond repair, Lessee shall as soon as practicable after such
event either: (a) replace the same at Lessee's sole cost and expense with equipment of equal
or greater value to the Equipment Group immediately prior to the time of the loss
occurrence, such replacement equipment to be subject to Lessor's reasonable approval,
whereupon such replacement shall be substituted in this Lease by appropriate endorsement;
or (b) pay the applicable Purchase Option Price of the Equipment Group as set forth in
Exhibit A. Lessee shall notify Lessor of which course of action it will take within fifteen
(15) days after the loss occurrence. If Lessee fails or refuses to notify Lessor within the
required period, Lessor may, at its option, declare the applicable Purchase Option Price of
the Equipment Group set forth in Exhibit A immediately due and payable, and Lessee shall
be obligated to pay the same. The Net Proceeds of all insurance payable with respect to the
Equipment Group shall be available to Lessee and shall be used to discharge Lessee's
obligation under this Section. On payment of the Purchase Option Price with respect to any
Equipment Group, this Lease shall terminate with respect to such Equipment Group and
Lessee thereupon shall become entitled to such Equipment Group AS IS, WITHOUT
WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF
MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE OR
FITNESS FOR THE USE CONTEMPLATED BY LESSEE, except that such Equipment
Group shall not be subject to any lien or encumbrance created by or arising through Lessor.
• ARTICLE VII: OTHER OBLIGATIONS OF LESSEE
Section 7.1. Use: Permits. Lessee shall exercise due care in the installation,
use, operation and maintenance of all Equipment Groups, and shall not install, use, operate
or maintain the Equipment Groups improperly, carelessly, in violation of any State and
Federal Law or for a purpose or in a manner contrary to that contemplated by this Lease.
Lessee shall obtain all permits and licenses necessary for the installation, operation,
possession and use of the Equipment Groups. Lessee shall comply with all State and
Federal Laws applicable to the installation, use, possession and operation of the Equipment
Groups, and if compliance with any such State and Federal Law requires changes or
additions to be made to the Equipment Groups, such changes or additions shall be made by
Lessee at its expense.
Section 7.2. Maintenance of Equipment Group by Lessee. Lessee shall, at
its own expense, maintain, preserve and keep the Equipment Groups in good repair,
working order and condition, and shall from time to time make all repairs and replacements
necessary to keep the Equipment Groups in such condition. Lessor shall have no
responsibility for any of these repairs or replacements.
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
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Section 7.3. Taxes Other Governmental Charges and Utility Charges.
• Except as expressly limited by this Section, Lessee shall pay all taxes and other
governmental charges of any kind which are at any time lawfully assessed or levied against
or with respect to any Equipment Group, the Rental Payments or any part thereof, or which
become due during the Term of this Lease, whether assessed against Lessee or Lessor
Lessee shall also pay when due all gas, water, steam, electricity, heat, power, telephone, and
other charges incurred in the operation, maintenance, use, occupancy and upkeep of the
Equipment Groups, and all special assessments and charges lawfully made by any
governmental body for public improvements that may be secured by a lien on the Equipment
Groups; provided that with respect to special assessments or other governmental charges
that may lawfully be paid in installments over a period of years, Lessee shall be obligated to
pay only such installments as are required to be paid during the Term of this Lease as and
when the same become due. Lessee shall not be required to pay any federal, state or local
income, inheritance, estate, succession, transfer, gift, franchise, gross receipts, profit, excess
profit, capital stock, corporate, or other similar tax payable by Lessor, its successors or
assigns, unless such tax is made in lieu of or as a substitute for any tax, assessment or
charge which is the obligation of Lessee under this Section.
Section 7.4. Advances. If Lessee shall fail to perform any of its obligations
under this Article, Lessor may, but shall not be obligated to, take such action as may be
necessary to cure such failure, including the advancement of money, and Lessee shall be
obligated to repay all such advances on demand, with interest at the rate of 18% per annum
or the maximum rate permitted by law, whichever is less, from the date of the advance to
• the date of repayment.
ARTICLE VIII: TITLE, SECURITY INTEREST; LIENS
Section 8.1. Title. During the Term of this Lease with respect to any
Equipment Group, and so long as Lessee is not in default under Article XII, legal title to the
Equipment Group and any and all repairs, replacements, substitutions and modifications to
it shall be in Lessee. Upon termination of this Lease with respect to any Equipment Group
pursuant to Section 4.2 or Article XII hereof, full and unencumbered legal title to such
Equipment Group shall pass to Lessor, and Lessee shall have no further interest therein. In
either of such events, Lessee shall execute and deliver to Lessor such documents as Lessor
may request to evidence the passage of legal title to such Equipment Group to Lessor and
the termination of Lessee's interest therein, and upon request by Lessor shall deliver
possession of the Equipment Group to Lessor in accordance with Section 12.3. Upon
termination of this Lease with respect to any Equipment Group through exercise of Lessee's
option to purchase pursuant to Article X or through payment by Lessee of all Rental
Payments and other amounts relating thereto, Lessor's security or other interest in such
Equipment Group shall terminate, and Lessor shall execute and deliver to Lessee such
documents as Lessee may request to evidence the termination of Lessor's security or other
interest in such Equipment Group.
• LEASE WYM OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page l I
• Section 8.2. Security Interest. Lessee grants to Lessor a continuing, first
priority security interest under the Uniform Commercial Code or, if applicable, other State
law in each Equipment Group, the proceeds thereof and all repairs, replacements,
substitutions and modifications thereto or thereof made pursuant to Section 8.5, in order to
secure Lessee's payment of all Rental Payments with respect thereto due during the Term of
this Lease and the performance of all other obligations herein to be performed by Lessee.
Lessee will join with Lessor in executing such financing statements or other documents and
will perform such acts as Lessor may request to establish and maintain a valid first lien and
perfected security interest in each Equipment Group. If requested by Lessor, Lessee shall
conspicuously mark each Equipment Group with appropriate lettering, labels or tags, and
maintain such markings during the Term of this Lease, so as clearly to disclose Lessor's
security interest in the Equipment Group.
Section 8.3. Liens. During the Term of this Lease, Lessee shall not, directly
or indirectly, create, incur, assume or suffer to exist any mortgage, pledge, lien, charge,
encumbrance or claim on or with respect to the Equipment Groups, other than the
respective rights of Lessor and Lessee as herein provided and Permitted Encumbrances.
Except as expressly provided in Section 7.3 and this Article, Lessee shall promptly, at its
own expense, take such action as may be necessary duly to discharge or remove any such
mortgage, pledge, lien, charge, encumbrance or claim if the same shall arise at any time.
Lessee shall reimburse Lessor for any expense incurred by Lessor in order to discharge or
remove any such mortgage, pledge, lien, charge, encumbrance or claim.
• Section 8.4. Installation of Lessee's Equipment. Lessee may at any time and
from time to time, in its sole discretion and at its own expense, install other items of
equipment in or upon any Equipment Group, which items shall be identified by tags or other
symbols affixed thereto as property of Lessee, shall remain the sole property of Lessee, and
may be modified or removed by Lessee at any time provided that Lessee shall repair and
restore any and all damage to the Equipment Group resulting from the installation,
modification or removal of any such items.
Section 8.5. Modification of Equipment Grou . Lessee shall, at its own
expense, have the right to make repairs to the Equipment Group, and to make repairs,
replacements, substitutions and modifications to all or any of the parts thereof All such
work and any part or component used or installed to make a repair or as a replacement,
substitution or modification, shall thereafter comprise part of the Equipment Group and be
subject to the provisions of this Lease. Such work shall not in any way damage the
Equipment Group or cause it to be used for purposes other than those authorized under the
provisions of State and Federal Law or those contemplated by this Lease; and the
Equipment Group, upon completion of any such work shall be of a value which is not less
than the value of the Equipment Group immediately prior to the commencement of such
work.
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 12
• Section 8.6. Personal Propert y. Each Equipment Group is and shall at all
times be and remain personal property notwithstanding that the Equipment Group or any
part thereof may be or hereafter become in any manner affixed or attached to or embedded
in or permanently rested upon real property or any building thereon or attached in any
manner to what is permanent by means of cement, plaster, nails, bolts, screws or otherwise.
ARTICLE IX: WARRANTIES
Section 9.1. Selection of Equipment Group. Each Equipment Group and
the Contractor therefor have been selected by Lessee, and Lessor shall have no
responsibility in connection with the selection of such Equipment Group, its suitability for
the use intended by Lessee, the acceptance by the Contractor or its sales representative of
the order submitted, or any delay or failure by the Contractor or its sales representative to
manufacture, deliver or install the Equipment Group for use by Lessee. Lessee authorizes
Lessor to add the serial number of any item in the Equipment Group to Exhibit A when
available.
Section 9.2. Installation and Maintenance of Equipment Group. Lessor
shall have no obligation to install, erect, test, inspect, service or maintain the Equipment
Group under any circumstances, but such actions shall be the obligation of Lessee or the
Contractor.
• Section 9.3. Contractor's Warranties. Lessor hereby assigns to Lessee for
and during the Term of this Lease, all of its interest, if any, in all Contractor's warranties
and guarantees, express or implied, issued on or applicable to any Equipment Group, and
Lessor hereby authorizes Lessee to obtain the customary services furnished in connection
with such warranties and guarantees at Lessee's expense.
Section 9.4. Patent Infringement. Lessor hereby assigns to Lessee for and
during the Term of this Lease all of its interest, if any, in patent indemnity protection
provided by any Contractor with respect to any Equipment Group. Such assignment of
patent indemnity protection by Lessor to Lessee shall constitute the entire liability of Lessor
for any patent infringement by Equipment Groups furnished pursuant to this Lease.
Section 9.5. Disclaimer of Warranties. EACH EQUIPMENT GROUP IS
DELIVERED AS IS, AND LESSOR MAKES NO WARRANTY OR
REPRESENTATION, EITHER EXPRESS OR IMPLIED, AS TO THE VALUE,
DESIGN, CONDITION, MERCHANTABILITY OR FITNESS FOR ANY
PARTICULAR PURPOSE OR FITNESS FOR THE USE CONTEMPLATED BY
LESSEE OF ANY EQUIPMENT GROUP, OR ANY OTHER REPRESENTATION
OR WARRANTY WITH RESPECT TO ANY EQUIPMENT GROUP. IN NO
EVENT SHALL LESSOR BE LIABLE FOR ANY INCIDENTAL OR
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 13
CONSEQUENTIAL DAMAGES IN CONNECTION WITH OR ARISING OUT OF
THIS LEASE OR ANY EQUIPMENT GROUP OR LESSEE'S USE OF ANY
• EQUIPMENT GROUP.
ARTICLE X: OPTION TO PURCHASE
Section 10.1. When Available. Lessee shall have the option to purchase any
Equipment Group on any Payment Date relating thereto, for the then applicable Purchase
Option Price set forth in the page of Exhibit A relating thereto, but only if Lessee is not in
default under this Lease, and only in the manner provided in this Article.
Section 10.2. Exercise of Option. Lessee shall give notice to Lessor of its
intention to exercise its option to purchase with respect to any Equipment Group not less
than thirty (30) days prior to the Payment Date on which the option is to be exercised and
shall deposit with Lessor on the date of exercise an amount equal to all Rental Payments
and any other amounts relating to such Equipment Group then due or past due (including
the Rental Payment relating thereto due on the Payment Date on which the option is to be
exercised) and, the applicable Purchase Option Price set forth in the Equipment Schedule
relating thereto. The closing shall be on the Payment Date on which the option is to be
exercised at the office of Lessor.
Section 10.3. Release of Lessor's Interest. Upon exercise of the purchase
option with respect to any Equipment Group by Lessee, Lessor shall convey or release to
• Lessee, all of its right, title and/or interest in and to the Equipment Group by delivering to
Lessee such documents as Lessee reasonably deems necessary for this purpose.
ARTICLE XI: ASSIGNMENT, SUBLEASING, MORTGAGING AND SELLING
Section 11.1. Assignment by Lessor. Lessor shall not assign its obligations
under this Lease, and no purported assignment thereof shall be effective. All of Lessor's
right, title and/or interest in and to any Equipment Schedule, Equipment Group, the Rental
Payments and other amounts due with respect thereto, and the right to exercise all rights
under this Lease relating to such Equipment Schedule and Group may be assigned and
reassigned in whole or in part to one or more assignees or subassignees by Lessor at any
time, without the consent of Lessee. No such assignment shall be effective as against
Lessee unless and until the assignor shalt have filed with Lessee a copy or written notice
thereof identifying the assignee. During the Lease Term Lessee shall keep a complete and
accurate record of all such assignments. In the event Lessor assigns participations in its
right, title and/or interest in and to any Equipment Schedule, Equipment Group, the Rental
Payments and other amounts due with respect thereto, and the rights granted under this
Lease relating thereto, such participants shall be considered to be Lessor with respect to
their participated shares thereof, and Lessee hereby authorizes assignment in such
participation form, subject to Lessor's notice obligations as set forth in this Section 11.1.
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 14
• Section 11.2. Assignment and Subleasinyby Lessee. Neither this Lease nor
Lessee's interest in an Equipment Group may be sold, assigned, transferred, pledged or
mortgaged by Lessee without the written consent of Lessor. However, Equipment Group
may be subleased by Lessee to a State agency or other political subdivision of the State for
the performance of essential government services by such agency or subdivision without the
consent of Lessor, provided that: (a) this Lease and the obligation of Lessee to make
Rental Payments hereunder shall remain obligations of Lessee, and (b) the sublessee
assumes the obligations of Lessee under the Lease with respect to the Equipment Group
subleased to the extent of the interest subleased. Lessee shall immediately furnish to Lessor
a true and complete copy of such sublease. No sublease shall cause the Interest component
of the Rental Payments due with respect to,the Equipment Group to become includible in
gross income of the recipient for federal income tax purposes.
ARTICLE XH: EVENTS OF DEFAULT AND REMEDIES
Section 12.1. Events of Default Defined. The following shall be "events of
default" under this Lease and the terms "events of default" and "default" shall mean,
whenever they are used in this Lease, any one or more of the following events:
(a) Except as provided in Section 4.2, failure by Lessee to pay any Rental
Payment or other payment required to be paid under this Lease with respect to any
Equipment Group at the time specified herein and the continuation of said failure for a
period of thirty (30) days.
(b) Failure by Lessee to observe and perform any covenant, condition or
agreement on its part to be observed or performed with respect to any Equipment Group,
other than as referred to in Clause (a) of this Section, for a period of thirty (30) days after
written notice specifying such failure and requesting that it be remedied has been given to
Lessee by Lessor, unless Lessor shall agree in writing to an extension of such time prior to
its expiration; provided, however, 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) The determination by Lessor that any representation or warranty made
by Lessee in Section 2.1 was untrue in any material respect upon execution of this Lease.
(d) The filing by Lessee of a voluntary petition in bankruptcy, or failure by
Lessee promptly to lift any execution, garnishment or attachment of such consequence as
would impair the ability of Lessee to carry on its governmental function or adjudication of
Lessee as a bankrupt, or assignment by Lessee for the benefit of creditors, or the entry by
Lessee into an agreement of composition with creditors, or the approval by a court of
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Berardino
Page 15
competent jurisdiction of a petition applicable to Lessee in any proceedings instituted under
• the provisions of the United States Bankruptcy Code, as amended, or under any similar acts
which may hereafter be enacted.
The provisions of this Section 12.1 and Section 12.2 are subject to the following limitation:
if by reason of force majeure Lessee is unable in whole or in part to carry out its obligations
under this Lease, other than its obligation to pay Rental Payments which shall be paid when
due notwithstanding the provisions of this paragraph, Lessee shall not be deemed in default
during the continuance of such inability. The term "force maieure" as used herein shall
mean, without limitation, the following: acts of God; strikes, lockouts or other labor
disturbances; acts of public enemies, orders or restraints of any kind of the government of
the United States of America or the State or their respective departments, agencies or
officials, or any civil or military authority; insurrections; riots; landslides, earthquakes; fires,
storms; droughts; floods; explosions; breakage or accident to machinery, transmission pipes
or canals; or any other cause or event not reasonably within the control of Lessee and not
resulting from its negligence. Lessee agrees, however, to remedy with all reasonable
dispatch the cause or causes preventing Lessee from carrying out its obligations under this
Lease; provided that the settlement of strikes, lockouts and other labor disturbances shall be
entirely within the discretion of Lessee and Lessee shall not be required to make settlement
of strikes, lockouts and other labor disturbances by acceding to the demands of the
opposing party or parties when such course is in the judgment of Lessee unfavorable to
Lessee.
• Section 12.2. Remedies on Default. Whenever any event of default referred
to in Section 12.1 hereof shall have happened and be continuing, Lessor shall have the right,
at its option and without any further demand or notice, to take one or any combination of
the following remedial steps:
(a) With or without terminating this Lease, declare all Rental Payments with
respect to each Equipment Group to which such event of default relates due or to become
due during the Fiscal Year in effect when the default occurs to be immediately due and
payable by Lessee, whereupon such Rental Payments shall be immediately due and payable.
(b) With or without terminating this Lease, repossess any Equipment Group
to which such event of default relates by giving Lessee written notice to deliver such
Equipment Group to Lessor, whereupon Lessee shall return such Equipment Group to
Lessor in accordance with Section 12.3, at Lessee's expense; or in the event Lessee fails to
do so within ten (10) days after receipt of such notice, Lessor, at its option, may enter upon
the premises where the Equipment Group is located and take immediate possession of and
remove the same without liability to Lessor or its agents for such entry or for damage to
property or otherwise. Notwithstanding the fact that Lessor has taken possession of any
Equipment Group, Lessee shall continue to be responsible for the Rental Payments due with
respect thereto during the Fiscal Year then in effect. If this Lease has not been terminated,
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 16
Lessor shall return the Equipment Group to Lessee at Lessee's expense when the event of
default is cured.
(c) If Lessor terminates this Lease and takes possession of any Equipment
Group, within sixty (60) days thereafter use its best efforts to sell such Equipment Group or
any portion thereof in a commercially reasonable manner at public or private sale in
accordance with applicable State laws. Lessor shall apply the proceeds of such sale to pay
the following items in the following order: (i) all costs incurred in securing possession of
the Equipment Group; (ii) all expenses incurred in completing the sale; (iii) the applicable
Purchase Option Price of the Equipment Group; and (iv) the balance of any Rental
Payments owed by Lessee during the Fiscal Year then in effect with respect thereto. Any
sale proceeds remaining after the requirements of Clauses (i), (ii), (iii) and (iv) have been
met shall be paid to Lessee.
(d) Exercise any other right, remedy or privilege which may be available to
it under applicable law or in equity.
Section 12.3. Return of Equipment Group. Upon the expiration or
termination of this Lease with respect to any Equipment Group prior to the payment of all
Rental Payments due with respect thereto, Lessee shall return such Equipment Group to
Lessor in the condition, repair, appearance and working order required in Section 7.2, in the
following manner as may be specified by Lessor: (a) by delivering the Equipment Group at
Lessee's cost and expense to such place within the State as Lessor shall specify; or (b) by
• loading such portions of the Equipment Group as are considered movable at Lessee's cost
and expense, on board such carrier as Lessor shall specify and shipping the same, freight
prepaid, to the place within the State specified by Lessor. If Lessee refuses to return the
Equipment Group in the manner designated, Lessor may repossess the Equipment Group
and charge to Lessee the costs of such repossession or pursue any remedy described in
Section 12.2.
Section 12.4. No Remedy Exclusive. No remedy conferred upon or
reserved to Lessor by this Article is intended to be exclusive and every such remedy shall be
cumulative and shall be in addition to every other remedy given under this Lease. 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 and power
may be exercised from time to time and as often as may be deemed expedient by Lessor or
its assignee.
Section 12.5. Agreement to Pay Attorneys' Fees and Expenses. In the event
either party to this Lease should default under any of the provisions hereof and the
nondefaulting party should employ attorneys and/or incur other expenses for the collection
of moneys or for the enforcement of performance or observance of any obligation or
agreement on the part of the defaulting party herein contained, the defaulting party agrees
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 17
that it will be responsible for all reasonable costs and expenses, including attorneys' fees, as
determined by court order or mutual agreement. The costs, salary and expenses of the
• Lessee's City Attorney and members of his office in enforcing this contract on behalf of the
Lessee shall be considered as"attorney's fees' for the purposes of this paragraph.
Section 12.6. Late Charge. Whenever any event of default referred to in
Section 12.1. Clause (a) hereof shall have happened and be continuing with respect to any
Equipment Group, Lessor shall have the right, at its option and without any further demand
or notice, to require a late payment charge for each thirty (30) day period or part thereof
during which such event of default occurs equal to four percent (4 1/6) of the delinquent
amount and Lessee shall be obligated to pay the same immediately upon receipt of Lessor's
written invoice therefor, provided, however, that this Section 12.6 shall not be applicable if
or to the extent that the application thereof would affect the validity of this Lease.
ARTICLE XIII: ADMINISTRATIVE PROVISIONS
Section 13.1. Notices. All notices, certificates, legal opinions or other
communications hereunder shall be sufficiently given and shall be deemed given when
delivered or deposited in the United States mail in registered form with postage fully
prepaid to the addresses specified on the execution page hereof provided that Lessor and
Lessee, by notice given hereunder, may designate different addresses to which subsequent
notices, certificates, legal opinions or other communications will be sent.
Section 13.2. Financial Information. During the Term of this Lease, Lessee
annually will provide Lessor with current financial statements, budgets, proof of
• appropriation for the ensuing Fiscal Year and such other financial information relating to the
ability of Lessee to continue this Lease as may be requested by Lessor or its assignee.
Section 13.3. Binding Effect. This Lease shall inure to the benefit of and
shall be binding upon Lessor and Lessee and their respective successors and assigns.
Section 13.4. Severabilily. in the event any provision of this Lease 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 13.5. Amendments, Changns_and Modifications. This Lease may be
amended or any of its terms modified only by written document duly authorized, executed
and delivered by Lessor and Lessee.
Section 13 6. CaR i n . The captions or headings in this Lease are for
convenience only and in no way define, limit or describe the scope or intent of any
provisions, Articles, Sections or Clauses of this Leasc.
LEASE WTM OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San tienuirdino
Pagc 18
Section 13.7. Further Assurances and Corrective 1nstrum=. Lessor and
• Lessee agree that they will, from time to time, exewte, acknowledge and deliver, or cause
to be executed, acknowledged and delivered, such supplements hereto and such fiuther
instruments as may reasonably be required for correcting any inadequate or incorrect
description of any Equipment Group hereby leased or intended so to be, or for otherwise
carrying out the expressed intention of this Lease.
Section 13.8. Execution in Countermn This Lease may be simultaneously
executed in several counterparts, eaa of which shall be an original and all of which shall
constitute but one and the same instrument.
Section 13.9. Anficable Law. This Lease shall be governed by and
construed in accordance with the laws of the State.
•
LEASE Wrni ornoN TO PURCUME AGRID50OWi
First Mumapai Laaaing Cg9oratioa/City of San Bernardino
• Page l9
• IN WITNESS WHEREOF, Lessor has caused this Lease to be executed in
its corporate name by its duly authorized officer; and Lessee has caused this Lease to be
executed in its name by its duly authorized officer, as of the date first above written.
CITY OF SAN BERNARDINO, Lessee FIRST MUNICIPAL LEASING
CORPORATION, Lessor
By: By:
Title: Title
Address: Address:
300 North D Street 1905 Foothills Drive South
San Bernardino, CA 92418 Golden, CO 80401
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 20
EXHIBIT A
• EQUIPMENT SCHEDULE NO.
SCHEDULE OF EQUIPMENT GROUP, RENTAL PAYMENTS, ETC.
The following equipment comprises an Equipment Group which is the subject of the Lease
with Option to Purchase Agreement dated as of 1998, between the
undersigned Lessor and Lessee:
uantit Description Serial Number
•
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 21
SCHEDULE OF RENTAL PAYMENTS RELATING TO EQUIPMENT GROUP
• Annual Percentage Rate: %
Interest Accrual Commencement Date
Purchase
Payment Due Total Principal Interest Option
Number Date Paymen t m nent Component Prig
•
'After payment of Rental Payment due on such date.
CITY OF SAN BERNARDINO, Lessee FIRST MUNICIPAL LEASING
CORPORATION, Lessor
By: By:
Title: Title
Date: Date:
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 22
EXHIBIT B
• EQUIPMENT SCHEDULE NO.
CERTIFICATE OF ACCEPTANCE
I, the undersigned, hereby certify that I am the duly qualified and acting
of (Lessee); and, with respect to the
above-referenced Equipment Schedule to the Lease With Option to Purchase Agreement
dated as of , 1998 (the Lease), by and between Lessee and First Municipal
Leasing Corporation (Lessor), that:
1. The following equipment described in the above-referenced Equipment Schedule
Exhibit A, Item page A-_ (the Equipment Group) has been delivered and
installed in accordance with Lessee's Specifications (as that term is defined in the Lease) and
has been accepted by Lessee:
• 2. The rental payments provided for in the above-referenced Equipment Schedule
Exhibit A, page A- (the Rental Payments) shall commence and be due and payable on
and each thereafter, in the amounts shown on such
Equipment Schedule.
3. Lessee has appropriated and/or taken other lawful actions necessary to provide
moneys sufficient to pay all Rental Payments required to be paid under the Lease during the
current fiscal year of Lessee, and such moneys will be applied in payment of all such Rental
Payments due and payable during such current fiscal year.
4. (Lessee has obtained from a reputable insurance company qualified to do
business in the State of insurance with respect to all risks required to be covered by, and in
accordance with, Article VI of the Lease.) (Lessee is providing self-insurance with respect
to all risks required to be covered by, and in accordance with, Sections 6. 1, 6.2 and 6.4 of
the Lease.)*
5. Lessee is exempt from all personal property taxes, and is (exempt from) (subject
to)* sales and/or use taxes with respect to the Equipment Group and the Rental Payments.
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 23
6. During the Lease Term (as defined in the Lease) the Equipment Group will be
• used by Lessee to perform essential governmental functions. Such functions are:
7. There is no litigation, action, suit or proceeding pending or before any court,
administrative agency, arbitrator or governmental body, that challenges the organization or
existence of Lessee; the authority of Lessee or its officers or its employees to enter into the
Lease with respect to the Equipment Group; the proper authorization, approval and
execution of the Lease with respect to the Equipment Group and other documents
contemplated thereby; the appropriation of moneys, or any other action taken by Lessee to
provide moneys sufficient to make Rental Payments coming due under the Lease in Lessee's
current fiscal year with respect to the Equipment Group; or the ability of Lessee otherwise
to perform its obligations under the Lease and the transactions contemplated thereby with
respect to the Equipment Group.
Dated: , 19_.
CITY OF SAN BERNARDINO,
Lessee
•
By:
Title:
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 24
• EXHIBIT C
OPIMON OF COUNSEL
(to be typed on letterhead)
[Address to Lessee]
[Address to Lessor]
Re: Lease with Option to Purchase Agreement dated as of
199, by and between First Municipal Leasing Corporation(Lessor) and
the City of San Bernardino (Lessee)
Ladies and Gentlemen:
I have acted as counsel to Lessee with respect to the Lease With Option to Purchase
Agreement described above [and the Addendum for Escrow Funding]* (the Lease) and
various related matters, and in this capacity have reviewed a duplicate original or certified
copy of the Lease and the Exhibits attached thereto, and Equipment Schedules Nos.
through_ (the Equipment Schedules) executed pursuant to the Lease [and an Escrow
Agreement dated as of (the Escrow Agreement), by and between
, as escrow agent, Lessor and Lessee]*. Based upon the examination of these
• and such other documents as I deem relevant, it is my opinion that:
I. Lessee is a political subdivision of the state of California (the State), duly
organized, existing and operating under the Constitution and laws of the State.
2. Lessee is authorized and has power under applicable law to enter into the Lease
and the Equipment Schedules [and the Escrow Agreement]*, and to carry out its
obligations thereunder and the transactions contemplated thereby.
3. The Lease and the Equipment Schedules [and the Escrow Agreement)* have
been duly authorized, approved, executed and delivered by and on behalf of Lessee, and are
a valid and binding contract of Lessee enforceable in accordance with their terms, except to
the extent limited by State and Federal laws affecting remedies and by bankruptcy,
reorganization or other laws of general application relating to or affecting the enforcement
of creditors' rights.
4. The authorization, approval and execution of the Lease and such Equipment
Schedules [and the Escrow Agreement]* and all other proceedings of Lessee relating to the
transactions contemplated thereby have been performed in accordance with all applicable
open meeting, public bidding and all other laws, rules and regulations of the State.
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 25
• 5. The execution of the Lease and the Equipment Schedules and the appropriation
of moneys to pay the Rental Payments coming due thereunder do not and will not result in
the violation of any constitutional, statutory or other limitation relating to the manner, form
or amount of indebtedness which may be incurred by Lessee.
6. There is no litigation, action, suit or proceeding pending or before any court,
administrative agency, arbitrator or governmental body, that challenges the organization or
existence of Lessee; the authority of Lessee or its officers or its employees to enter into the
Lease and the Equipment Schedules [and the Escrow Agreement]*; the proper
authorization, approval and/or execution of the Lease, the Equipment Schedules, [the
Escrow Agreement]* and other documents contemplated thereby, the appropriation of
moneys to make Rental Payments under the Lease for the current fiscal year of Lessee; or
the ability of Lessee otherwise to perform its obligations under the Lease, the Equipment
Schedules [the Escrow Agreement]* and the transactions contemplated thereby.
Dated 19_.
Very truly yours,
•
• LEASE WITH OPTION TO PURCHASE AGREEMENT
First Municipal Leasing Corporation/City of San Bernardino
Page 26
T<
C r v o f
0
an Bernardino
R A C H E L 0 _ A R K
C I T Y C L E R K
July 9, 1998
First Municipal Leasing Corporation
1905 Foothills Drive South
Golden, CO 80401
At the Mayor and Common Council meeting of July 6, 1998, the City of San Bernardino
adopted Resolution 98-178 accepting lease purchase master agreement for the furnishing
of lease purchase financing.
Enclosed are one (1) original agreement, and two (2) duplicate original agreements.
Please obtain signatures where indicated and return the (1) original and one (1) duplicate
original agreements to the City Clerk's Office, P.O. Box 1318, San Bernardino, CA,
92418 as soon as possible.
Please keep one (1) fully executed duplicate original agreement for your files.
If you have any questions, please do not hesitate to contact Melanie Miller at (909) 384-
5002.
Sincerely,
74,e lf � � L,
Rachel
Clark
City Clerk
RC:mam
Enclosures
P . O . BOX 1318 , SAN 8E R N A R DI NO , CA 92402
3 0 0 N O R T H D S T R E E T S A N 8 E R N A R D I N 0 .
C A L I F O R N I A 9 2 4 1 8 - 0 0 0 1 ( 9 0 9 ) 3 9 4 . 5 0 0 2
( 9 0 9 ) 3 8 4 • 5 1 0 2 F A X . ( 9 0 9 ) 3 8 4 -5 1 5 8
T D D I T T Y - (9 0 9) 3 0 4 - S 5 4 0
L1VLJ
FIRST MUNICIPAL LEASING CORPORATION®
July 22, 1998
Rachel Clark
City Clerk
City of San Bernardino
P. O. Box 1318
San Bernardino, CA 92418
Dear Rachel:
Enclosed are one original and one duplicate original of the First Municipal Leasing Corporation /
City of San Bernardino Lease With Option to Purchase Agreement.
These copies are returned for your records, and are to be considered a matter of record to form
the basis for future transactions. They do not constitute a current commitment by First Municipal
Leasing Corporation to enter into a specific financing with the City.
Any subsequent financing will be subject to approval of the financed equipment and the City's
credit by the Lessor in such transaction on a case by case basis.
First Municipal Leasing Corporation appreciates the opportunity to compete for the City's
financing business.
Should there be any questions, please call me on the toll tree line. �10
Sincerely nn
I 'VE' I I IlUfu LYNN P. BARTSCH
OO
P. sc FIRST MUNICIPAL LEASING CORPORATION
P sident
303-526-5851 lynn @fmlc.com 888-FAX-FMLC
888-456-0046 FAX 303-526-0529
CC w/o attachments: John Murphy 1905 Foothills Drive South • Golden, CO 80401
Purchasing Manager
CITY OF SAN BERNARDINO
1905 Foothills Drive South • Golden, CO 80401
303-526-5851 • 888-456-0046 • 888-FAX-FMLC • FAX 303-526-0529