HomeMy WebLinkAboutAuto Lease - Ford InterceptorsAGREEMENT/CONTRACT
CONTROLFORM
This form will accompany the document through the drafting, review, and signature processes, and will
be kept with the City's final executed copy of the document.
Document Name: Municipal Vehicle Lease and Option Agreement
Address: Auto Leasing Specialists, LLC 17526 0 Street, Omaha, NE 68135
Type of Document: Contract ❑ Lease ❑ Easement ❑
Grant Document ❑ IGA❑ Deed ❑ (Property location:
(Grant Name: )
Other (Specify):
Date: 3/25/2016
Purpose of Document: Purchase of (3) Ford Police Interceptor Utility patrol vehicles.
Contact Person: Brian Dav Dept.: POLICE
Return Requested by:
Contract Term: 3yrs/ $1 buy-back option
Approval by:
Expiration Date: 04/01/2018
Legal Review notes: Refer to enclosed written Opinion of Counsel I A""" Nn 1
Yes (If yes circle below)
[Council Approval needed: Motion No
Resolution
Record with County: I Yes I No
An original signed copy of the agreement is routed to the
City Recorder for filing.
If the document needs to be sent out for additional signatures
provide a copy with partial signatures to the City Recorder for future reference.
MUNICIPAL LEASE AND OPTION AGREEMENT
LESSOR Auto Leasing Sperm, uc
Send a8 documents to: Aorto Leasing Specialists, ILC Agteemat No. 2686
4785 Portland Rd NE
17526 O Street Ikrce: 4!72016
Sam Origin 97305
Omaha, NE 66135
(877) 227-0876 (503) 485-0990
(402) 315-3792
LESSEE: City of Central Perot, OR
VENDOR: See Exhibit B
140 South Third Sheet
Cental Pont OR 97502
Phone. 541-664-5578
NOTE: This 6 an bilinsl Ware axuempt transaction. No TIN/SSN r»mt be pmvtded became Anne ofthe payrantc are IRS reportable (such as 1.1099).
(See Section 103. 149. and 6041 ofine Internal Revenue Code of 1986as aided and the Instr¢tiom for Faun 1099.8038-G, and 8038 -GC.)
1 EQUIPMENTDESCRIPTION (make, model, salad no., and attachments -Equipment is new orales, noted)
I One (1) 2016 Fad Ituerceotor PI Utility SUVand One (1) 2D16 Dodee Ram 1500 as more dmtoueiilv described m Exhibit -X'to the Ameement
I Any additional comli affi will be desorrbed m anyDebi ed Eoum en Desna m Amendment that a exertmd aid w uch Arren m rm Apee®t.
Lessor assrmes and shall have mo responsibility for performance or maintenance of Equipment 1-quqxment is to be msmed Iry Lessee VENDOR /S
NOT AN AGENTOF LESSOR and An rept five of Vendor u authorized to waive supplement or otherwise aha any provision hereof Maintenance
and/or supplies ARE NOT included in this Agreement unless specified in the Equip mrm Description Lessor of assignee has a security mtcrest in
Eomument and .mut be notified m writing ofmv removal or trade-in ofErnuomeat before full oavmmt is made to Lessor or assmme
Equipment Location Complete only if Eonipment will not be located at Renter's address shwa above.
Address City State Zip
EQUU`MISNi COST - TERM - PAIVENTS
I LEASE TERM 4 Annual payments (includes interest, see Section 5.02).
1 PAYhIIENTS I S14 656.00 upon acceptance and 514,656.00 Annual thereafter as provided in the Pas meot Schedule.
I TOTAL AMOUNT FINANCED 1552.770.00 - Includes nu sales fax, a0 addition.] taxes will be the sok rnpoosfb l ty of Lessee.
I PURCHASE OPTION AMOLTTI I Purchase Option is SL00 after timeh- mil®st an navmeim.
iImS ACdtIrf b Sinitt Cr TO THE TERMS A WrAt1170M PgIhTtD ON IlibR)tWWING PArIES, WHICH YEPJa ARE MADE A PARI MBW
TERMS AND CONDITIONS
Lessor hereby leases the equipment to LesAm for the following purposes and upon the following terms and conditions:
ARTICLE I: COVENANTS OF LESSEE. Lessee represm6, counts and warrants, for the benefit of Lessor and its asugpee(s), as follows:
A Lessee is a public bodycorporate and pdmc, duty orgmizM and existing under the Commotion and laws of the State as set forth
above ('Slate) and will do m cause to be done all things necessary to preserve and keep in full force and effect As existence as a body
coipomte and politic.
B. Lessee has been duly authorized to execute, deliver, and perform this Agreement undo the Constmmon and laws of the State and
under the terms and provisions of the nn*hmm of its governing bodyor by other appropriate official approval. Lessee further
reprsents, covenants and warnuts that all requirements have been met. and procedures have occurred in order to canoe die
enforceability of this Agreement, and Lessee has complied with such public bidding requirements as may be applicable to this
Agreement and the aapuram nby Lessee of the Equipment hereunder. If requested, Lessee shall deliver to Lessor an opinion of
Lessees counsel in form acceptable to Lssor certifying that all requirements of state law or m mcgral code or radiance have been
complied with_
C During the tem of tiffs Agreement, the Equipment will be used by Lessee only for the purpose of performing one or more
governmental m Proprietary fimctimc of Lessee consistent with the permissible scope of Lessee's authority and will not be used in a
trade or business of any person a entity other than the Lessee
D. During the period ins Agreement is in force. Lessee will annually provide Lee or its assigrc(s) with proof of appropriation of
finds in the amort budges for the lease payments and other obligations of Lessee order this Agreement (or a copy of the complete
budget if so requested by Lessor or its assignees), and goof of appropriation fur the em umg fiscal year when such appgniman has
been approved by the Lessee's gweming body. Lssee fuctha agrees to make its hest effort to budget for and have apprpriated for
each budget md/or appropriatiun cycle, sufficient fiords to make the Lease Purchase Payments throughout the entire Lease Tem
E The Egmpmern will have a useful life in the hands of the Lessee that is substantially in excess of the Ongmal Tem plus my Renewal
Terms_
F The Egmpment is, and shall remain during the period this Agreement is in face, personal property and when abject to vee by Lessee
under this Agreement will not be or become a fixture under applicable law.
G. This Agreement, and all of its Amendments and Addmdums, including the Detailed Equipment Description, supersedes and replaces
Buy and all represenlatiaa or wmmties made by Lessor ce Vendor prior to execution of the Agreement._
H The Equipment described above is NOT BEING LEASED ON ANY TYPE OR FORM OF A TRIAL OR RENTAL BASIS.
I Lessee will comply with all applcabk pmvismw of the Internal Revenue Code of 1986 (the -Code-), including without hommon
Sections 103 and 148 thereof, and the applicable regulations of the U.S. Treasury Department in order to mumlain the exclusion of the
interest component of Lease Purchase Payments from gross income for the puPoaes of U.S. federal income taxation
D. Lessee will use the proceeds of this Agsmmt as soon m practicable, and with all reasonable dispatch, for the purpose for which this
Agreement has leen entered into No pais of the proceeds of this Agreement shag be invested in any smuri is, obligations or other
investments mused, at my time, directly or mdnevdyin a mane, which if such ere had been reasonably anticipated m the date of
issuance of this Agreement, world have caused my portion of the Agreement to be or became *arbitrage bonds' within the meaning
of Section 103(b)(2) or Section 148 of the Code, as amended, and the applicable regulations of the U S. Treasury Lepmaaent.
K Lessee hereby designates the Agreement as a "goal led tax-rssempt oblgown- as defined in Section 265(6x3) (B) of the Code The
aggregate face emwnt of all lax -exempt obligations (excluding private activity bonds other Iran qualified 501(c)(3) bads) issued, or
to be issued by Lessee and all sobon irate mans thereof during the calendar year of caomencement of flus Agremmt (tae
"ismmce Year ) is not reasonably expected to exceed 510,000,000.00 Lessee and all srbordmate entities thereof will not issue in
excess of $10,000,E 00 of qualified tax-exempt obligations (melding this Agreement but excluding private activity bonds other
than qualified 501(cx3) during the issuance Year without fico obtaining an opinion of nationally recogmzed counsel in the area of tax-
exempt obligations acceptable to Lssor that the designation of this Agreement as a "qualified tax-exempt obligation" win not be
adversely affected_ (Omit and initial this paragraph if it is out applicable.)
L Lessee reprsents and tearmms that it is a governmental unit under the bras of the Sate with general taxing powers, this Agreement u
not a private activity bond as defined in Section 141 of the Code, as amended 95% or nae of the net proceeds of this Ageement will
be aced for local gover menial activities of Lessee and the aggregate face ammmt of all tart obligations (other than private
activity bonds) issued_ a t be issued by rue I ssee avd all nrbnemehrutr enenec therrof d.>raro tM Icaranm Year i�.w rray.rahh
"Lease Term" means the Original Term defined in Amcle III hereof and a mf6aent number of automatic renewal Term as will equal the Lease
Term set forth on the face of this Agreement
"Lessor" mems () the entity desgoarrd on the face of this Agreement as Lessor hemmder,ii)
CommnVonts otherwise, any assi ( any surviving- rrsdting or taysferee crnprnatiov
and (in) except where the gmee(s)ofLessor.
"Buy-oaf After Payment Amount" means the amount of the payments for the balance of the entire Lease Term (assuming no early terminatiur,
for nm-appropriation or other cause) plus the Purchase Option Amount shown above. if any. discounted to the date ofpaymemt at the rate equal
to the rate paid no, United States Treasury obligations having a similar term as of the date of onginal acceptance of the Equipment by the Lessee
-
plus payment of my Motors due hereunder but not yet paid together with intes'est on such overdue amomts at ten percent (100/9) per aunum
through the date of payment
"Renewal Terms)" means the automatic renewal periods of this Agreement, each having a ch mm of one (1) year co-termrsuss with Lessee s
fiscal year accept that last of such periods which shall end m the anniversary of the Commencement Date. The tennis and conditions doming anv
Renewal Term shall be the same as the terms and eondmous during the Original TemL except that the Lease Pmchase Payments shall be as
provided in the attached Payment Schedule.
"Vendor" means the Vendor identified on page 1 of this Agreement and the manufacucas of my of the Equipment as well as the agents or
dealers of the manrfactmens from whom Lessor pu rc ascd oris purchasing the Equipment.
ARTICLE III: COMAIENCESIENT OF LEASE TER.NL
The Original Term of this Agreement shall commence m the dam the Equipnsnt is accepted by Lessee as indicated on the Certificate of
Accepauce f`Comntememmt Date) and shall terminate the last day of Lessee's current fiscal year For the dinumm of the Lease Tam this
Agettment will be automatically renewed at the end of the Ongpmi Term and my Renewal Term unless the Lessee exercises an Early Option to
Purchase under Article X or Section 5.05 applies. If Lessee fails to accept the Equipment conforming to Lessee's purchase order within a
reasonable time after its delivery (not in atceed inn (10) days) then at the option ofLesaor, die obligations of Lessor to provide Equipment to
Lessee hens ndra may be cancelled and in such event Lessee shall assn, all of Lessor's obligations oder my purchase order or purchase
agreement with the Vendmmlawd to the Equq m m lieu ofm obhgaum to mate Lease Purchase Payments. Further, m such Case, Lessee
agrees to indemnify and hold Lessor harmless fiom my chums. including demand fur payment of the purchase price of the Equgnment.
ARTICLE IV: INSPECTION.
Lessor and any assignee of Lessor's tight under this Agreement shall have the right at all reasonable times and upon reasonable notice during
business 110013 to enter roto and upon the property of Lessee for the propose of inspecting the Equipment
ARTICLEV; LEASE PURCHASE PAY.WN15.
Section 5.01 Lease Purchase Pty tsdo Cunstimte a Current Em f l e sen Lessor and Lessee undasp and mtend that the
obligation of Lessee to pay Lease Purchase Payments herermder shall cosimc a current expense of Lease and shall not in my way be construed
to be a debt of Lessee in contravention of any applicable constitutional or senutory limitations m requirements Conrening the creation of
indebtedness by Lesser. nor shall anything curtained hereon constitute a pledge of the genal tax resencrs, finds or courses of Lessee-
Section 5.02 Pavnnwt of 1. vase Purchase Payments. lessee shall pay Lease Purchase payments, exclusively from legally available fimds, in
lawful money of the United States of America to Lessor or, in the event of assignment by Lessor, to its assignee, m the ammmts and m the dates
set forth in the Payment Schedule attached to this Agreement. A portion of each Lease Purchase Payment a as, and
mtermt and principal, respectively- The Payment Schedule sees forth the interest c y� P each Pays payment of.
Lease Term t and principal component of each Payment ducting the
Section 5.03 Lease Purchase Payments to be Unconditional. Subject to Section 5.05, the obligation of Lessee to make payments of lease
Purchase Payments and other payments required under this Agreement shall be absolute and unconditional in all events and are mtended by the
parties to be "net" ofpasvoal property and Wes taxes and immance- Lessee shall make all such payments when due and shall not withhold ray
such payme ms as a result Of my disputes an-mg between or among Lessee and Lessor, my Vender or my other person, nor shall Lessee have the
right to assert any srt-off reduction or deduction defense, or counterclaim against its obligation to make such Mineola or be entitled to my
statement of such payments as a result of accident or unforeseen circumstances or any other reason
Section 5.04 Continuation of Lease Term by L Lessee intends to renew this Agreement through all of the Renewal Tams and to pay all
the Lease Purchase Payments herander. Lessee reasonably bekevts that legally available funds of minimum sufficient o make aR Lease
Purchase Payments dmng the Ongmsl Term and each Renewal Term can be obtained. Lessee finther intends to do all things lawful within its
power to obom and nommen funds from which Lease Purchase Payments may be wade, including making provisim for such payments in the
extent necessary in each bi-annual, annual, or otherwise periodic budget submitted and adopted in accordance with applicable provisions of state
and local lawto have such portim of the budget approved and to exhaust all available reviews and appeals in the went such portion of the
budget is not approved.
Sectio" 505 Nm-21Mr0nriatio1in the event sufficient fmds shall not be appropriated for the payment of the Lease purchase Payments
required to be paid in the next occurring Renewal Term then Lessee may terminate this Agreement at the end of the Original Tem or then
c,nent Renewal Term and Lessee shall not be obligated to make payment of the Lease Purchase Payments provided for in this Agreement
beyond the Original Tam orthe then ,.rent Renewal Term Lessee agrees o delna o lesser notitt ofmm-appropriation rrjxtim adreviews,
and rejection of appeals within five (5) bossiness days after each such even. if this Agreement is terminated under this Section 5.05, Lessee
agrees. at Lessee's cost mod expense, to peaceably deliver the Fgmpmem Or Lessor at the location specified by Lessor that rs a reasonable distance
from the initial location of the leased Egmpment.
Sectio" 5.061.te Payment Chae,w- If any Lease Purchase Payment is not made when due m within 10 days after its doe date, lessee shall
pay an additional late payment charge of yah Of the amount of the late payment
ARTICLE 1r": TITLE TO EQUTPIIENT; SECURITY INTEREST.
Section 6.01 Title to the Emumcneut. During the tem of this Agreement, risk of loss and title to the
repair, replacements or modifications shall vest in Lessee, ect o the rights of Lessor under this Equipment and any and f addmoral
subl gh Agreement 10 the went of default as ser
forth in Section 12 01 or ..... ...... as set forth in Section 5.05, title in the Equipment shall immednately vest in Lessor, and Lessee will.
upon Lessor's request, surrender possession of the Erpupmmt to Lessor. -
Section 6.02 Secruity '411121321--TO secure the payment of all Lessee's obligations under this Agreement, Iessee grunts Lessor a frstpnonty
purchase money security interest in the Eclaipmmt and on all additions, attachments, accessions and substitutions thereto, and on my proceeds
there fiom Lessee agrees to execute and anther Lessor to execute and Pak our Lessee's behalf such additional documents, including a UCC-1
financing stamtnent m the f ximiNuired for fltog. and such Other fmaocmg satemmts. certificates of title, affidavits- mti� and similar
mstnments, satisfact ry to lessor, which Lessor deems necessary or appropriate to establish and maintain its security interest, and upon
assigmoent the security interest of my assigam of lessor, en the Equipmuent.
ARTICLE XIII: NIAIN'TENANCE; %ODIFTCATION; TAXES; AND INSURANCE.
Section 7.0111aintemace of Em®went ley I Ow T ..sir agrees that at all times during the Lease Tesco, Lessee will at Lessee's own cost
and expense, mamann preserve and keep, the Egurpment m good repair, wm mcg order and condition and w.0 fiom time o Cine ®lie orcause
to be made all necessary and proper repairs, replacements and modifications. If appropriate, Lessee will enter mo a mama mce contract for the
Equipment with Vendor m such other firm as Lessee may choose subject to the repress wnrom approval of Lessor, which approval shall not be
unreasonably withheld
Section 7.02 Tares. Other Gocernnental Charses and Utility Charas. The parties to this Agreement cmtempla a that the Equipment will be
used for governmental or propriety purpose of Lessee and, drerefore. the Equipment will be ex®pt from all axes presently assessed and levied
With respect o personal property In the event the owners tip, use, possession or acquisition or the Equipment is found to be subject to taxation in
any farm (eacept for mcome taxes payable by Lessers) Lessee will pay, as the same respectively come due, all totes and govemmenal charges of
myk.d whatsoever that may at my time belawfi0v assessed or levied a¢ni m with resvect o the Euuiomen[. If such ax is imnosed hrecth,
Section 7.03 lusurance. At its awn expense Lessor shall muse casualty- PUBLIC LIABILITY AND PROPERTY DAMAGE announce to be
carried and maintained or shall demaamate to Lessoi s satisfaction that adequate self-insurance is provided with respect to the Equipment.
sufficient to protect the full replacement value (new) of the Equipment m the the applicable Buy -Out After Payment Amomt whichever is
grater, and to Protect Lessor from any lability related to the Equipment in all events_ All insurance proceeds from casualty losses shall be
payable as provided in Article VIII hereof Lessee shall pay all deductibles and shall furnish to Lessor, or to its Assigns, Certificates evidencing
such coverage throughout the Lease Temr Altemaavely. Lessee may unsure, the Equipment under a blanket insurance policy or policies, which
cover not only the Equipment but also other properties. If Lessee shall insure similar properties by self-insurance- Lessee will insane the
Equipment by means of an adequate mrsumie fiord All insurance shall name Lessee and Lessor as unsaved -s. and loss payees as their respective
interests may appear and shall provide for at last ton (10) days poor written notice by the mderwnter or insurance company to the Lessor and its
assigns in the event of cancellation or expimtim
ARTICLE VIII: DA:IIAGE; DESTRUCTION AND CONDEMNATION; PROCEEDS -
Section 8.01 Damaee, Destruction and Condemnation. Lessee is responsible for any theft of destruction of: or damage to. the Equipment.
whether insured or not (`'Loss) The proceeds of any tomes c,e claim applicable to the Equipment, ager deducting all expenses (cocludng
attorney fees) incurred in the collection of such claim or reward CNet Proceeds'), shall be applied as set torth in Section 8 02.
Section 8-02 Annlication of Net Proceeds. In the event of a lass to the Equipment which is not deemed w be a total loss, Lessee shall cause the
repair, replacemmt or restoration of the Equrpmmt and pay the cost thereof and shall apply the net proceeds of any assurance claims m the
Equipment to such cost, Prowled, however, that if Lessee is then in default no. Sue payments due under this Agreement, the net proceeds shall be
applied as if total deswctim ordamage has occurred. In the event of total destruction or damage to the Equipment, whether or not Ie ism
default, at Lessors option [Lessee shall pay to Lessor m the Lease Purchase Payment due date nett succeeding the date of such loss the amount
Of the Buy -Ont after Payment Amount applicable to such date. plus the Lease Purchase Payment due on such date, plus any other amount
nt
payable by Lessee heramder, and upon payment in hill of such annoumt:, the Lease Term shall rerrm>mare and Lx sror's security interest in the
Equipment shall terminate Lessee shall retain Net Proceeds an excess of dee than applicable Buy -Out after Payrnew Amount, if any. Lessee
agrees that if the Net Proceeds are msuf&im to pay in hill Lessee's obligations hereunder, Lessee shall make such payments to extort of my
deficiency
ARTICLE IX: DISCLAIIIIER OR WARRA-NT ES; VENMWS WARRANTIES; USE
Section 9.01 Disclaimer of Wi rantiea LESSOR MAKES NO WARRANTY OR REPRESENTATION, EITHER EXPRESS OR IMPLIED,
AS TO TETE VALUE, DESIGN, CONDITION, MERCHANTABILITY OR FITNESS FOR PARTICULAR PURPOSE OR FITNESS FOR
USE OF THE EQUIPMENT, OR ANY OTHER WARRANTY WITH RESPECT THERETO_ IN NO EVENT SHALT. LESSOR BE LIABLE
FOR ANY INCIDENTAL, INDIRECT. SPECIAL OR CONSEQUENTIAL DAMAGE IN CONNECTION WITH OR ARISING OUT OF THIS
AGREEMENT OR THE EXISTENCE, FURNISHING, FUNCTIONING OR LESSEE'S USE OF THE EQUIPMENT OR ANY ITEM
THEREOF OR SERVICES PROVIDED FOR INTHIS AGREEMENT, OR ANY SERVICES PROVIDED BY VENDOR Any transfer of the
Equipment to the Lessee shall be made d¢cla , all acXm �d implied warranties from Lesser and m assigns.
Scclion 9.02 Vendor's Warranties. Lessor bereby irrevocably appoints Lessee its agent and attorney -m -fact throng the Lease Tem so, Ing as
LesseeshaUwtbemdeflufthermndff,wassertfivmtimewfimewhatnwclm and rights, including waaamies of the Equipment. which
Lessor may have against the Vendor and/or mmnfactuter of the Equipment Lessee's sole remedy for the breach of any such warranty,
mdmmm(icatim or representation shall be against the Vendor and/or ma®Gcturer or the Equipment Lessee expressly acimowdedges that Lessor
makes, and has made no representation or warranties whatsoever as to the existence or availability or enforceability of such warranties of the
Vendor or
Section 9.03 Use of the Louisianian. Lessee will not install, use, operate or maintain the
Equipment ®properly, carelessly, in violation any
applicable law or m a roamer contrary to that contemplated by this Agreement Lessee shall providea
all pnties and licenses- dairy, necessary for
the installation and operation of the Equipment, In addition. lessee agrees to comply in all respects (including, without 1®itatiou. with respect to
the use, maintenance and operation of each item of the Equipment) with all yaws of thejamsdimoass in which its operations mwhving an item of
Equipment may extend and my legislative- executive, admmishative orjudicial body exerasmg my power or jamsdictim over the items of the
Equipment provided howeser, that Lessee may contest in good faith the validity or application of my such law or rule in my reasonable manner
which does not, in due opinion of Lesser, adversely affect the estate of Lessor an and to any of the items of the Equipment or its anti est or rights
ander this Agreement . Lessee agrees that no more than 10% of the use ofthe Egmpmmt in my month will be by persons or entities ober than the
Lessee or its employees on matters relating to such employment, and no move than 5% of the use of the Equipment in any month will be
unrelated to use by or for the Lessee. Lessee further agrees that no management contracts will be entered into with respect to the use of the
Equipment unless: (a) at least half of the compensation is m a periodic, foxed fee basis, (b) no compensation is based on a share of net profits. (c)
the Lessee is able to tern mate the counter without penalties at the end of my three years- and (d) the total te® of such contract, including any
renewals does not exceed five years.
ARTICLE M EARLY OPTION TO PURCHASE.
Provided Lessee is not in defaadt hereunder. Lessee tory, upon giving Iessor not less than duty (30) days prior written notice, elect to purchase
all. Mut out less than all- of the Equipment at the end of each mouth, or Payment due date as established by the Commencement Date, for the Buy -
Out After Payment Amount_ Upon exercise of this early option to prchase, Lessee shall pay these armou6 to Lessor or its as ugms on demand.
As a condition precedent to exercisng this early option to purchase. Lessee shall deliver to Lessor and its assigns a termination of my
maintenance funding or disbursing obligations related to thus Agrmuamt.
ARTICLE XI: ASSIGNMENT; SUBLEASING; AND ADDITIONAL COVENANTS.
Section 11.01 Assi,osent bT Lessor, This Agaeemmt, and the rights to receive the payments to be made hereunder, may be assigned by Lessor
and reassigned in whole or in part to me of more assignees at any time subsequent to the execution of this Agreement without obtaining the
consent of Lessee. Lessor agrees to give notice of assignment and upon recap of such notice Lessee agrees to make all payments to the assignee
designated in the notice of assignment, notwithstanding my claim, defense, setoff or counterclaim whatsoever (whether acting from a breach of
this Agreement or otherwise) that Lease, may from time to time have against Lessor, or the assignee. Lessee agrees to execute all documents,
including ounces of assignment and chattel mortgages or financing statements that may be rens cotbiy requested and provided by Lessor or is
assignee in order to protect then ante in the Equipment and in this Agreement. Time Lessor's tiniest in this Agreement may not be assigned
or reassigned in whole or in part ohs (i) the document by which such assignment a made discloses the name and address of the assignee and
Cni) the Lessee receives written notification of the name and address of the assignee. The Lessee covenants and agrees with the Lessor and each
subsequent assignee of Lessor to maintain for the fall term of this Agreement a complete and accurate written record of each such assignment and
r w gmmt in form necessary to comply with Section 149(e) of the Internal Rt Terme Code of 19M as amended. and the regulations proposed
or msting trout time to time promulgated hereunder Anything in the foregoing apparently to the contrary notwithstanding, die Lessor's interest
in this Agement maybe assigned in whole oras pan upon terms which provide in of Tint that the assignee Will act as a collection and paying
agent for holders ofeertificates of participation in this Agreement, provided the Lessee receives written ratification of the name and address of
such collecnm and paying agent, and such collection and paying agent cuveramts and agrees to mamtam for the full returning tem of this
Agremmt a written record of each assignment and reassignment of such certificates ofpaviapatioa
Sect -can 11.02 No Sale. As '4nment or ubleasi : by LessmThis Agreement and the interest of Lessee in the Equipment may nes be sold
assigned or encumbered by Lessee without the pnor written consent of Lessor.
Section 11.03 Additional Covenaum Lessee shall protect and hold harmless Lessor from and against my and all liability, claims, demands,
losses and damages among out of w as a result of the entering into of this Agreemem, the ownersbip or use of the Equipment Pusan to this
Agreement, or the obligations of Lessee under tris Agement, except such lability, claims, demands. losses and damages caused by Lessor m its
assigns. Such liability, claims, demands, losses and damages shall include, wither limitation, counsel fees and expenses, penalties and interest,
D. Commencement by Lessee of a case m proceeding under the Federal bankruptcy laws of filing by Lessee of any petition or answer,
seeking reorganization, artangement. composition, readjusttneN, ligadmort or similar velief under any existing or future bankruptcy,
msohxney or other similar law or m answer admitting % not contesting the material allegations of a petition filed against Lessee in
any such proceeding; or
E. A petition against Lessee in a proceeding under my existing or Comae bankruptcy, insolvency or other similar law shall be filed and
not withdrawn or dismissed within thirty (30) days thereafter.
Section 12.02 Reunedies on DP a t. Upon the mcurrence of an event ofdefmlt Lessor shall have the right at its sole option without mr, further
demand or notice, to exercise my one or more of the fallowing remedies:
A, By written notice to Lessee. Lessor may declare all payments and other amounts payable by Lessee beramder to the end of the then
current Original Tem or Renewal Term to be due;
B- With or without remanding this Agreement, retake possession of the Equipment and sell, lease m sublease the Equipment with the net
proceeds ihneofw be applied as provided herei¢
C. Require Lessee at Lessee's risk and expense to promptly return the Equupmem in the matter and m the condition set forth in Section
13.10 hereof'
D. Tf Lessee ref res to return the Equipment for any reason the Equipment shall be deemed a total loss and Lessee shall pay to Lessor the
Buy -Out after Payment Amount
E- Take whatever other action ai law or in equity that may appear necessary or desirable to enforce its rights as the owner of the
Equ"m ,, and
F. The proceeds of such sale, lease or sublease or the Egurpnunt pursvmt to Section 12 02(B) shall be applied in the following order: 1)
to all expenses of Lessor m e ming its remedies umder Pons Agreement, mcladmg without hmitatim all expanses of ukmg
possessioq dosing, reconditions and selhug, leasing or subleasing of the Equipment and all brokerage, auctioneer's and attorney's
fees 2) the applicable Buy -Om After $yment Amoemt 3) all unpaid Lease Purchase Payments and other amounts payable by Lessee
hereunder to the end of the then currant Original Tam or Renewal Tem and 4) the balance to the Lessee unless Lessee shall so waive
such paymeat, If the proceeds of such sale, lease or sublease shall be ensuBruent to pay all of items 1), 2), and 3), Lessee shall remain
liable fix my deficiency as to item 3), but will not remain liable for any deficiency as to aeons 1) and 2) in this Section F.
Section 12.03 No Remedy Fxclalivx. No remedy hereia 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 or now or hereafter existing at law or in equity. No
delay or muissim to exercise my right or power accruing upon my default shall unpac my such right or- power or shall be construed to be a
waiver Poneof but my such right and power may be erscised firm time to true and as often as may be deemed expedient
ARTICLE XM: NLSCELLA.N-EOUS.
Salina 13-01 Null, s All notices. certifications or other commrmoxtians hereunder shall be sufficiently given and shall be deemed given when
delivered or mailed by registered mail, postage prepaid to the parties, or their permitted assignees, at thea respective addresses.
Section, 13.02 Biadine Effect. Subject to the limidtiom on assignment this Agreement shall mune to the benefit of and shall be honking upon
Lessor and Lessee and their respective successors and asugas.
aSeetina 13.03 Seyerabilih- latemst Limitations In the ervvt any court of competem jurisdiction sail hold anyprovium of this Agreement
mcd d on, unenforceable, such holding shall out invalidate or reader unenforceable my otber provision hereof Lessee will not be required to pay
and Lessor wi6 not be permitted to collect my amount m excess ofthe maxim®amnmt of interest permitted by law ('Excess Infest-). Many
Excess Interest is provided fir or determined to have been provided far under this Agreement then: (A) this subsection sac govern and control:
(B) Lessee will not be obligated to pay any Excess lnterest (C) my Excess Interest that Lessor may have recnved hereunder shall be at Lessor's
option (1) applied as a credit against the outstanding lease payment obligations (not to exceed the maximum amount permitted by law), (2)
refunded to Lessee, or (3) my combination of the foregoing', (D) my interest rate(s) provided for hereto shall be automatically reduced to the
manmuan lawful rate allowed under applicable law, and this Agreement shall be deemed to have been. and shall be. reformed and modified to
reflect such retluchm and (E) Lessee will not have my action against Lessor fm my damages arising out of the payment or collection of any
Excess Interest
Section 13.04 Advances. In the event Lessee fails to pay nay amounts due hereunder or to perform any of i6 obligations under this Agreement
Lessr may at its option pry such amours or perform such obligation, and Lessee sha➢reimburse Lessor the amort of such payment orcost of
performance upon demand together with interest at the rate of eighteen percent (180/9) per annum or the toghest rate permitted by law, wbichcver
is les_
$ertioo 13.05 Fs'-fiov iv CnontetYrh. This Agreement may be exekvd m temultiple counterparts, all of which shall condmor me and the
same insn ment The coumapert bearing L.essor's signature shall crostitote the sole chattel paper original of this Agreement
Section 13.06 Amfieable Law. This Agreement call be governed by and construed in accordance with the laws of the Stade of the Lessee.
Section 13.07 Cautions. The captions or headings in this Agreement are for convenience only and m no way define, limit es describe the scope
orinteat -17—Y prrntsions or sections fthis Ageeinent.
Sectiou 13.08 Entire Aereement, This Agreement together with my Amendments or Addendums and mehxhug (i) the DebiledFgmpmem
Desmpum awed hereto. (a) the Acceptance Certificate executed by Lessee, (m) the payment Schedule annexed hereto. (iv) the Incumbency
Certificate of Lessee (v) my documents evidencing lessor's security interest under the Uniform Commenial Code, and (vi.) the Conoco, of
Lessee's legal Counsel const ^^- the arae agreement between lessor and Lessee and may not be amended, alraed or modified except by
written insmment signed by Lessor and Lessee. The execution of such writing by Lesson's assignee shall be sufficient far such purposes if
Lessor has assigned this Agreement. There are on mdnsmndings, agreements, representations or semantics_ .7. or nap ori not specified
herein regarding this Agreement or the Equipment leased hereunder Any terms and conditions of any purchase oder or other document (with the
exception of Supplements) submitted by Leasee in counection with this Agreement which are in addition to w inconsistent with the teres and
conditions of this Agrenneirt will not be binding on Lessor and will not apply.
lion 13.09 Fimw:p Ixasp. The parties intend that the Lessor shall have all benefits of a lessor under a tmance lease under the uniform
convaacial code_ Lessor did not select mamnfmmm. or supply the leased property and only acquired it (or the right to use such lease property) in
connectionwith this Agreement_ Lessee wives my and all rights and remedies Lessee may have ander the UCC 2A-508 through 2A-512.
mchding auv right to: (a) mvke aco qp c of the Egmpmmt (b) ¢cover damages for any breacb of wane y. and (c) make deductions orset-
offs. for my reason finin amormts due Lessor ori� assigns under Pols Agreement If any partof this Agreement is tutcomadcut with UCC 2A, the
terns of this Agreement will govern
�eca 13.10 Reiner of Eeui.Ume - Upon terminationofthe Agreement for my reason (except purchase by the Lessee). at the optim of
Lessor. (i) at its sole cost and expense, Lessee will immediately retum, the Equipment to Lessor in accordance with the provisions of Pols section,
or (it) lessor shall transfer ownership of the Equipment to Lessee. If shipped, the Equipment call be packed in accordance with the Vendor's
specifications and retorned to Lessor at the location specified by lessor in the Cmtmental United States reasonably close to where a was
onginoHy delivered, m the same conditionas when accepted, ordmany wear and tear excepted. Such shipment shall be f o b- ded uamonm Lessee
shall bear all costs associated with such packing and shgTmg and the risk ofloss shall not pass to lessor until the Equipment has been received
by it.
LNSURANCE COVERAGE REQUIREMENTS
In accordance with this Agreement either
1. We bme instructed the following msuvuwce agent: City Cotnay Insepmcc Service 1212 Cow St leen OR 97301 541-772-
CUSTOMER
Date:�/Date:l(� �.� :!/Mp %�"' (Authorized Official)
- Kristiw Allison - ChUr -- — -
ESSENT IAL USE/SOURCE OF FUNDS LETTER
Ladies/Gendemam
This confirms and affirms that the Equipment described so this Ageemeut is else tual w the fimction of the undersigned or to the service we
ptoside to our citizens. Further, we have an unmediate need forand expect to make unme&ate use of substantially all such Equipmrm
which need is not temporary Or expected to dummsh m the foseseeable future. Such Equipme u will be used by us only for the purpose of
perfammg one m mme of as govemmmtal m prop ietwy fractions ttmsisu, t with the pemvssible scope ofour authonty. Specifically.
such E4uaiPmeut was selected by us to be used as follows_ Pam]
The estimated useful life of such Equipment based upon somufarhae,'s icpreseamnons and our ptojetad needs is fm at least ver years-
Ouf solace of funds fm payments of the mt due tmdet the Ageement fm the current fiscal year is Cuarentlpioposed budget.
We expect and anticipate adequate ftmd, to be available fm all fume Lease purchase payments due after the current fiscal year for the
following ieasons Ru4.cted Item
CUSTOMER /
Date: �� �%�• (Authorized OQeiaQ
Allis.
ACCEPTED BY
LESSOR: Auto L.iiiiu, Soetial
4r /
B.:
Name: Edward L Anderson
Title: Owues
:see acknowledges ending and teceivuig a copy ofthis Agyeemenl. The tndmWrd affirms that
Am has bees dWy atahmimi to euoae dm Agree1®t On behalf ofdr abuse-survrd I:carr.
pmdmg On the jmudama, Ons any be the )Slut elected Official
ESSEE: City of Cen t,
Name: Kristine Allison
Title: Chief /
Date: //R/�
Attested
Name and Title ofAtMhe:
J
SEAUNOTARY
OFFICIAL STAMP
DONNA V BEYER
NOTARY PUBUC•OREGON
COMMISSION NO. 931135
W CONN&4ON EffU AUGUST 12, 2016
AUTO LEASING SPECIALISTS, LLC
402-315-3792
Municipal Lease Program
Number: 2686
Lessee: City of Central Point, OR
Vendor: See Exhibit B
Equipment: One (1) 2016 Ford Interceptor PI Utility SUV and One (1) 2016 Dodge Ram
1500 as more thoroughly described in Exhibit A to this Agreement.
* If an early buy-out is ire please conta Auto Leasing Specialists. LLC at 402-315-3792
Accepted by:
Printed Name: Kristine Allison
Tide: / Chief
Date Accepted:
Payment Schedule
Payment # I
Dare
I Payment I
Interest
I Principal I
1
4/15/2016
I $14,656.00 I
0.00
I $14,656.00 I
2 I
4/15/2017
I $14,656.00 I
$2,858.17
I $11,797.83
3
4/15/2018
I $14,656.00 I
$1973.45
I $12,682.55
4 I
4/15/2019
I $14,656.00 I
$1,022.38
I $13,633.62
Page 1 of 2
"EXHIBIT A"
DETAILED EQUIPMENT DESCRIPTION AMENDMENT
MUNICIPAL VEHICLE LEASE AND OPTION AGREEMENT NO. 2686
AUTO LEASING SPECIALISTS, LLC (-LESSOR')
CITY OF CENTRAL POINT. OR (-LESSEE')
The parties to the Agreement identified above have agreed to the following additions, deletions
and/or modifications. To the extent that the provisions of this Amendment conflict with, modify,
Of supplement the terms of the Agreement, the provisions contained in this Amendment shall
prevail and control. The other terms and provisions of the Agreement shall continue to be
affective. This Amendment shall be a part of the Agreement and is hereby incorporated therein.
The description of the Equipment in the Agreement is amended and restated to include the
following specifically described equipment for one (1) 2016 Ford Interceptor PI Utility
SUV,IFM5K8AR5GGA37585 and one (1) 2016 Dodge Ram 1500, 1C6RR7FG6GS142823 :
----xa�r POLSCB r=aR 13TXZIT4 AND
spXCIAM, av zsR ACCOM" Anus -M
2016 WODSI„ TZAR
G1 SON BLACX
9/I IMONY CLOTH PRT/vImyL ROAR
TWULVDHD oP T@S VwzXC2_4
SQUIPMIchiT URQQP 500A
.PItxbrr-FK sI31OL8 CD 1f/ Mp3
99R _3.7L V6 T1VCT CNr3Zni;
44C _ 6-SpSZD &=M TR.AMs7:CSS10W
53K SYNC VOICE ACTIVATID3 SYSrAS
153 PROWZ LIC8r73S pLATg BBACRgr
17T CARGO DOME IjL"p -R /WHITE
2Bw REAR DOOR pOWE t WINDOW D6LMTE
422 CALIFORNIA 9S,&j:0VS SYSTRr
43D COURTESY LAMP DISABLE
SIT GPO? LAPP Lid? DR - WHEr.M
S49 POWIM xXpR0,R/8P0T _%K/HBIATSD
595 RMICTR RETLg$g ENTRY w/o PAI}
66A' PRONE HBADIJUCP LTGE•" SOLUTION
87R R -WIRx V139W i IR3tORW/2jL%R cZaACanA
SPCL. DLR_ ACCT. ADJ. CR.
I
PAge 2 of 2
"EXHIBIT A"
DETAILED EQUIPMENT DESCRIPTION AMENDMENT
MUNICIPAL VEHICLE LEASE AND OPTION AGREEMENT NO. 2686
AUTO LEASING SPECIALISTS, LLC ("LESSOR')
CITY OF CENTRAL POINT. OR ("LESSEE')
BODY g
EOUIP.
DESCRIPTION
DS6I.41
RAM 1500 ST QUAD CAB 4X4
PWS
Bright White Clear Coat Paint
V9X8
Cloth 40/20/40 Bench Seat
AED
Chrome Appearance Group
AJY
Popular Equipment Group
DFL
6-Spd Auto 845RE Trans
DSA
Anti -Spin Differential Rear Axle
ERB
3.6 -Liter V6 24 -Valve VVT Engine
NFX
32 -Gallon Fuel Tank
RA2
Uconnect 5.0
XAC
ParkView Rear Back -Up Camera
XKN
Flex Fuel Vehicle
YGE
5 Additional Gallons of Gas
2TB
Customer Preferred Package 2TB
22B
Customer Preferred Package 22B
331
DESTINATION CHARGE
HB10930o
LESSOR: Auto Leasing Specialists, LLC
By
Edward L Anderson - Owner
LESSEE: XiW of Central Point, OR
Date:
Date:
Printed Name: Kristine Allison Title: Chief
Page 1 of 1
"EXHIBIT B"
DETAILED EQUIPMENT DESCRIPTION AMENDMENT
MUNICIPAL VEHICLE RENTAL AGREEMENT NO. 2686
AUTO LEASING SPECIALISTS, LLC ("OWNER'S
CITY OF CENTRAL POINT_ OR, ("LESSEE-)
The parties to the Agreement identified above have agreed to the following additions, deletions
and/or modifications. To the extent that the provisions of this Amendment conflict with, modify,
or supplement the terms of the Agreement, the provisions contained in this Amendment shall
prevail and control. The other terms and provisions of the Agreement shall continue to be
affective. This Amendment shall be a part of the Agreement and is hereby incorporated therein.
The following two (2) vendors have collaborated to create the following vehicles for one (1)
2016 Ford Interceptor, IFM5K8AR5GGA37585 and one (1) 2016 Dodge Ram 1500,
1C6RR7FG6GS142823:
L Withnell Dodge
2850 Commercial SE
Salem, OR 97302
2. Power Ford/Lincoln
P.O. Box 360
Newport, OR 9736'
OWNER: Auto Leasing Specialists, LLC
By: QF /� L�lf4f avt
Fd Anderson, Owner
RENTER: City Central Point, OR
(for): C traI Point Police Department
Authorized Sig t rre
Date: �J(0
Date:
Printed Name: Kristine Allison Title: Chief of Police
INCUMBENCY CERTIFICATE
W NICIPAL LEASE AND OPTION AGREEMENT NO. 2686
AUTO LEASING SPECIALISTS, LLC ("LESSOR")
CITY OF CENTRAL POINT. OR ("LESSEE-)
DATED: April 7, 2016
Deanna Casev
for the Citv of Cennel Point. OR, hereby certify that:
gignatu a of Auth6il ed'Signer
Kristine Allison
Chief
Citv Recorder
of the City of Central Point. OR. has been, is. and, until further notice, continues to be duly authorized to
execute any and all documents related to the Municipal Lease and Option Agreement No. 2686. for
Equipment described therein and that the signature shown is his or her signature.
LESSEE: City of Central Point. OR
Signature: Date: y ( LL `1(p
Printed: Deanna Casev Title: City Recorder
Form 8038 -GC
(Rev. January 2012)
Department of the Treasury
Internal Revenue Service Ca
� Reportinq Authority
1 Issuer's name --
Information Return for Small Tax -Exempt
Governmental Bond Issues, Leases, and Installment Sales
► Under Internal Revenue Code section 149(e)
OMB No. 1545-0720
ution: If the issue Ionics, of the issue is $100,000 or more, use Form 8038-G.
Check box if Amended Return ► ❑
City of Central Point
3 Number and street (or P.O. box 9 mail a not deliv ered to street aad eeg) — --
140 South Thud Sheet
4 City, town, or post OHlce, state, and ZIP code
central Point, Oreton 97502
6 Name and title o(oli or other employee ofrssuer or designated coned person whom the IRS may all for more information
2 Issuer's employer identification number (BN)
Room/au4e
5 Report number fFor IRS Use Only)
nnn
7 Telephone number afofA or legal represenauw
Bev Adams, Finance Director 1 541.423.1023
Description of Oblioations Check one: a single issue 7171 or a consolidated return ❑ .
Be Issue price of obligation(s) (see instructions) . . . . . . . . . . . . . . . . . 183 I 52,7701 00
b Issue date (single issue) or calendar date (consolidated). Enter date in mm/dd/yyyy format (for
example, 01/01/2009) (see instructions)►
9 Amount of the reported obligation(s) on line 8a that is:
a For leases for vehicles . . . . . . . . . . . . . . . . . . .
. . . . . .
ga 52.770
OC
b For leases for office equipment . . . . . . . . . . . . . . . . .
. . . . . . 1 91d I
c For leases for real property . . . . . . . . . . . . . . . . . .
. . . . . . I go I 1
d For leases for other (see instructions) . . . . . . . . . . . . . . .
. . . . . . 19d I
e For bank loans for vehicles . . . . . . . . . . . . . . . . . .
. . . . . . 19e I
f For bank loans for office equipment . . . . . . . . . . . . . .
. . . . . . 19f I
g For bank loans for real property . . . . . . . . . . . . . . . . .
. . . . . . 19g I
h For bank loans for other (see instructions) . . . . . . . . . . . . .
. . . . . . 1911h I
1 Used to refund prior issue(s) . . . . . . . . . . . . . . . . .
. . . . . . 19i I I
j Representing a loan from the proceeds of another tax-exempt obligation (for example,
bond bank) . . 19i I I
k Other . . . . . . . . . . . .
. 19k I I
10 If the issuer has designated any issue under section 265(b)(3)(B)(i)(III) (small issuer
exception), check this box . ► E]
11 If the issuer has elected to pay a penalty in lieu of arbitrage rebate, check this box (see instructions) . . . . . . . ► ❑
12 Vendor's or bank's name: Auto Leasing Specialist, LLC
- - -
----1--- — —
13 Vendor's or bank's emolover identification number:
identification number:
- - — - -- — ---
Signature
9
title Panaasm Of penury. I declare that I have a -nerved this return end aMmparrryrg schedules and statements. and to the beat of mJ W"Madge and belief, hey are
true. carat. and complete. I further declare Mconsent at I to the IRS's detlovxe d the issuers teum irdomradpro
on, as necessary to cess this Mum. tome perennial
and
plat I have authorized above,
Consent
� /�l%!
, Bev Adams, Finance Director
Signature of isxre's authorized represenative Da
Type or prim name antl tale
PaidI
Prnutype preparer's name
(Preparers signature I
_
Date
[cheek ❑ d
PTIN
Preparer
I Firm's
— —
eelr-empirryed
Use Only name ►
I Firm's EIN ►
Fm's address ►
I Phone no
General Instructions
Section references are to the Intemal Revenue
Code unless otherwise noted.
What's New
The IRS has created a page on IRS.gov for
information about the Form 8038 series and
its instructions, at www.irs.gov1f0rm8O38.
Information about any future developments
affecting the Form 8038 series (such as
legislation enacted after we release it) will be
Posted on that page.
Purpose of Form
Form 8038 -GC is used by the issuers of tax-
exempt governmental obligations to provide
the IRS with the information required by
section 149(e) and to monitor the
requirements of sections 141 through 150.
Who Must File
Issuers of tax-exempt governmental
Obligations with Issue prices of less than
$100,000 must file Form 8038 -GC.
Issuers of a tax-exempt governmental
obligation with an issue price of $100,000 or
more must file Form 8038-G, Information
Return for Tax -Exempt Governmental
Obligations.
Fling a separate return for a single issue.
Issuers have the option to file a separate
Form 8038 -GC for any tax-exempt
governmental obligation with an issue price
of less than $100,000.
An issuer of a tax-exempt bond used to
finance construction expenditures must file a
separate Form 8038 -GC for each Issue to give
notice to the IRS that an election was made to
pay a penalty in lieu of arbitrage rebate (see
the line 11 instructions).
Fling a consolidated return for muhiple
issues. For all tax-exempt governmental
obligations with issue prices of less than
$100,000 that are not reported on a separate
Form 8038 -GC, an issuer must file a
consolidated information return including all
such issues issued within the calendar year.
Thus, an issuer may file a separate Form
8038 -GC for each of a number of small issues
and report the remainder of small issues
issued during the calendar year on one
consolidated Form 8038 -GC. However, if the
issue is a construction issue, a separate Form
8038 -GC must be filed to give the IRS notice
of the election to pay a penalty in lieu of
arbitrage rebate.
Cat. No. 641008 Form ISM -GG fsay.1-2012)
UCC FINANCING STATEMENT
FOLLOW INSTRUCTIONS (front and baoq CAREFULLY
A. NAME & PHONE OF CONTACT AT FILER [optional)
B. SEND ACKNOWLEDGMENT TO: (Name and Address)
[Kris Allison, Police Chief
City of Central Point
155 South Second Street
Central Point, OR 97502
L
THE ABOVE SPACE IS FOR FILING OFFICE USE ONLY
I. DEBTORS EXACT FULL LEGAL NAME
—invert"�dabdr name (ta m tb) - do not abbreviate m wmbine names
la. ORGANIZATION'S NAME
City of Central Point
OR
1 b. INDIVIDUAL'S LAST NAME
FIRST NAME
MIDDLE NAME
Allison
I Kris
I A
1c MAILING AOOftE55
Cf1Y
STATE
POSTAL CODE
140 South Third Street
I Central Point
I OR
197502
td. EIN TR TI ADOLINFORE
ORGANIZAT ION
010DEBTOR
1e TYPE OF ORGANIZATION
I If JURISUCTIONOFORGANIZATION
1g.ORGANI2ATIONALIDk.1fany
2. ADDITIONAL DEBTOR'S EXACT FULL LEGAL NAME - insen only ons debtor name (2a or2b) -do not aweviate mcombees names
2a ORGANIZATIONS NAME
OR I2b.
INDIVIDUAL'S LAST NAME
FIRST NAME --
? -MAILING ADDRESS
CITY
IMIDDLE NAME
ESTATE I MSTAL CODE
2�
ADULINFORE 2e. TYPE OF ORGANIZATION '2f. JURISDICTION OF ORGANIZATION I2g.ORGANIZATIONAL lO%.deny
ORGA
ORGANIZATION
DEBTOR
3. SECURED PARTY'S NAME (or NAME of TOTAL ASSIGNEE OF ASSIGNOR S/P) - insert only gne seanad ben name f3a or 3b)
3a, ORGANIZATION'S NAME
OR 3b INDIVIDUAL'S LAST NAME
30. MAILING ADDRESS
4. Ti FINANCING STATEMENT rovers the knl ng wgaleral:
FIRST NAME I HOME NAME
CITY - I STATE I POSTAL CODE
SUFFIX
ICOUNTRY
USA
❑NONE
SUFFIX
I COUNTRY
❑NONE
SUFFIX
COUNTRY
5. NL17 Ai1VE DESIGIUTION 111: ❑ LESSEELEMR ❑ LONSIONEE/CONSIGNOR ❑ BAUESAILCR ❑ SELUF"UYER ❑ AO. LIEN ❑ NCN =FILING
6. ❑ This FINANCING STATEMENT is as be Med Ifor reoordl Ian recorded) in dle REAL ESTATE RECORDS. 17. See IrOtrucTon Debtor(a)
Adadl Addend,,, pl aoollradel
8. OPTIONAL FILER REFERENCE DATA
401 FILING OFFICE COPY—NATIONAL UCC FINANCING STATEMENT (FORM UCCI) (REV. 9105)
This is fi d copy the original
i resolution. City Recorder
c
RESOLUTION NO. ILA R -LA
A RESOLUTION TO ADOPT THE BUDGET; MAKE APPROPRIATIONS
AND LEVY TAXES FOR THE BIENNIAL BUDGET PERIOD
JULY 1, 2015 THROUGH June 3072017
RECITALS:
A. Oregon statute (OILS 244.3z6) requires municipalities to prepare and adopt a
financial plan (budget) containing estimates of revenues and expenditures in
compliance with Oregon budget laws prior to making expenditures or tax
certification.
B. No increases were made to the proposed tax levy of the approved budget, nor were
any budget estimates increased more than 1o% as limited by law.
C. A public hearing was duly held by the City Council of Central Point, Oregon on
June u, 2015 for the approved biennial budget in the amount of $42,831,o87.
The City of Central Point resolves as follows:
To adopt the budget, make appropriations and levy taxes for the biennial budget period
beginning July 1, 2015 and ending June 30, 2017.
Section 1. Taxes and other receipts of the City of Central Point are hereby appropriated
for the purposes set forth below.
Fund/Object classification Appropriation
General Fund
General Fund - Administration
1,493,200
General Fund - City Enhancement
408,000
General Fund - Technical Services
1,134,050
General Fund - Mayor & Council
123,100
General Fund - Finance
1,617,300
General Fund - Parks
1,796,670
General Fund - Recreation
1,109,350
General Fund - Planning
1,126,15o
General Fund - Police
8,781,750
General Fund - Interdepartmental
2,280,920
Total General Fund
191870,490
2015/17 Budget Adoption
FTE
3.5
0
2.0
0
6.o
4.0
2.0
4.5
31.0
53.0
L
Fund/object Classification Appropriation FTE
Hiah Tech Crime Fund
High Tech Crime Fund - Operations 1o8+525 0
High Tech Crime Fund - Interdepartmental 20,000 0
Total High Tech Crime Fund 128,525 0
Street Fund
Street Fund - Operations/Capital Projects 4,206,009 5.0
Street Fund - SDC Capital Projects 960,800 0
Street Fund - Interdepartmental 2.,625,851 0
Total Street Fund 6,792,66o 5.0
Housina_ Fund
Housing Fund - Materials & Services o 0
Housing Fund - Interdepartmental 0 0
Total Housing Fund 0 0
Caoital Improvements Fund
Capital Improvements Fund - Park Capital Projects 0 0
Capital Improvements Fund - Park SDC Capital Projects 278,900 0
Capital Improvements Fund -Interdepartmental 198,855 0
Total Capital improvements Fund 477,755 0
Reserve Fund
Reserve Fund - Capital Projects
o
0
Reserve Fund -Interdepartmental
628,85o
0
Total Reserve Fund
628,85o
0
Debt Service Fund
Debt Service Fund - Debt Service
1,283,880
0
Debt Service Fund - Ending Balance
37,767
0
Total Debt Service Fund
1,321, 647
0
Buildina Fund
Building Fund - Personnel Services
338,020
2.0
Building Fund - Materials & Services
53,900
0
Building Fund - Interdepartmental
181,305
0
Total Building Fund
573,225
2.0
2015{17 Budget Adoption
Fund/Object Classification Appropriation FTE
Water Fund
Water Fund -Operations/Capital Projects 6,371,450 7.0
Water Fund -SDC Water Improvements 150,000 0
Water Fund -Interdepartmental 1,191,545 0
Total Water Fund 7,712,995 7.0
Stormwater Fund
Stormwater Fund - OperationsiCapital Projects 1,602,740 2.0
Stormwater Fund - Quality 274,000 0
Stormwater Fund -SDC Capital Projects 113,46o 0
Stormwater Fund -Interdepartmental 704,36o 0
Total Stormwater Fund 2,694,560 2.0
Internal Services Fund
Internal Services Fund- Facilities Maintenance
559,500
0
Internal Services Fund- Public Works Administration
1,192,600
5
Internal Services Fund- Fleet Maintenance
762,600
1
Internal Services Fund- Interdepartmental
11S,68o
0
Total Internal Services Fund
2,630,380
6.0
Total All Funds
42,831,o87
75.0 _
Section z. As authorized by law and the Charter of the City of Central Point, Oregon,
there is hereby levied upon the taxable property of said city as shown on the tax rolls of
Jackson County, Oregon, for fiscal year 2015-17, the rate of $4.47 per Si,000 of assessed
valuation for general government purposes, as follows:
General Fund
Permanent rate limit tax
TOTAL LEVY
2015/17 Budget Adoption
Subject to Not Subject to
Measure c Limits Measure a Limits Total
$447
$4.47
X
Section 3. The Finance Director is hereby authorized to enter the appropriation for each
organizational unit, program, and division of the budget separately on the proper books
and records as prescribed by law; and is further directed to certify to the Assessor of
Jackson County, Oregon, the levy of taxes of the City of Central Point, Oregon, and to
take all other steps with regard to said budget and levy as required by law.
Passed by the Council and signed by me in authentication of its passage
on June n, 20-15.
A
City Recorder manna Cas?, MMC
2015/17 Budget Adoption
Mayor Hank Williams
Pi-RCH1SE ORDER
DATE: April 7- 2016 PURCHASE ORDERNO.
AGENCY ISSUING PURCHASE ORDER:
City of Central Point
14053 d Street
Central Point, OR 97502
TO: 1. Withnell Dodge
2850 Commercial 5E
Salem, OR 97302
SHIP
TO: City of Central Point Police Department
155S.2 M Street
Central Point, OR 97502
2. Power Ford/Lincoln
PO Box 360
Newport, OR 97365
Qti ANTITY Q1 aNTITYI DESCRIPTION
IV
RECEED ORDERED
2
16-002
Lease No. 2686
2 Equipment Description: One (1) 2016 Ford
Interceptor PI Utility SUV. One (1) 2016
Dodge Rarn 1500
Serial No.: 1FM5K8AR5GGA37585 and
1C6RR7FG6GS142823
Vehicle description more thoroughly
described in Exhibit "A" to the Agreement_
APPROVING SIGNATURE
r
hector ofAW sing)
(A orized Personnel)
Kristine Allison, Chief of Police
TOTAL
PRICE
Lessee shall make 4
paNqlents consisting of
$14.656.00 with 1 advance
pa),ment due upon
acceptance of equipment,
and the balance in 3
Annual payments in the
amount of $14,656.00 each
NEED SPECIAL BILLE%TG
MUNICIPAL CERTMCATE
Municipal Lease and Options Agreement. Agreement Number 2686
Auto Leasing Specialists, LLC ("OWNER")
City of Central Point_ OR ("LESSEE')
Dated: April 7. 2016
L the undersigned. the duly appointed_ qualifying and acting Clerk or Secretary of the
aforementioned Lessee. do hereby certify:
1. Lessee did at a regular or special meeting of the governing body of the Lessee held on
apb5 , WW by motion duly made seconded and carried. in accordance with all
requirement o�law. approve and authorize the execution and delivery of the above -referenced
Municipal Rental Lease Agreement (the "Agreement') on its behalf by the following named
representative of the Lessee:
(OFFICIAL WHO WILL SIGN THE AGREEMENT)
Kristine Allison
(Printed Name)
Chief
(Official Title)
(S gu`atnre)
2. A true, correct and complete copy of the minutes of the governing body is attached hereto.
3. The above-named representative of the Lessee held at the time of such authonzation and holds
at the present time the office set forth above.
4. 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 (as such tern is defined in the Agreement) exists at the date
hereof.
5. All insurance required by the Agreement is currently maintained by the Lessee.
6. Lessee has in accordance with the requirements of law. fully budgeted and appropriated
sufficient fiords for the current budget year to make the Lease Payments scheduled to come dire
during the Original Tenn and to meet its other obligations for the Original Tenn (as such terms
are defined in the Agreement) and such funds have not been expended for other purposes.
IN WITNESS WHEREOF. I hereunto set my hand and the seal of the governing body of the
Lessee y and year above written.
(Clerk's or Secrefiary's signat6e)
e)nta Casev-City itQ�order
(Printed name and title)
po'N- l 1_L'Zb16
Date
ATTORNEYS AT LAW
■
MEDFORD OFFICE
823 Alder Creek Drive
Medford, OR 97504
541-772-1977
Fax:541-772-3443
ASHLAND OFFICE
125 N. 2nd Street
Ashland OR 97520
541-482-8491
Fax 541-482-9173
office@medfordlaw.net
w omedfordlawnet
■
Partners
Patrick G. Huycke
Daniel B. O'Connor -
Darrel R. Jarvis
Sydnee B. Dreyer
Erik J. Glatte•'
Erik C. Larsen
Associate
Hilary M. Zamudio
`Aho admitted in Washington
"Also admitted in Idaho
April 8, 2016
Auto Leasing Specialists, LLC
4 785 Portland Road, NE
Salem, Oregon 97305
Dear Sir or Madam:
Sydnee B. Dreyer's Direct E-mail:
shd@medrordlaw.aet
Sydaee B. Dreyer's Assistant
Lasame Penins
I have acted as counsel to the city of Central Point, Oregon (the "Lessee")
with respect to the Municipal Lease and Option Agreement #2686 dated April 7,
2016 (the "Agreement"), by and between Auto Leasing Specialists, LLC (the
"Lessor") and the Lessee for the lease of certain equipment specified therein. After
review of the Agreement and appropriate public documents of the Lessee, I am of the
opinion that:
The Lessee is an existing and validly constituted political subdivision
of the State of Oregon (the "State"), invested with the power to levy
taxes, to appropriate tax revenues for payment of lease obligations,
and to exercise police powers, or the Lessee is an agency of the State
invested by the governing authority of the State with the power to
spend tax revenues of the State for the purposes set forth in the
Agreement.
2. The Agreement has been duly authorized, executed and delivered by
the Lessee in accordance with all substantive and procedural statutes
of the State and ordinances of the Lessee.
3. Kristine Allison, as Chief of the Lessee, has been invested by the
governing authority of the Lessee with the authority and approval to
execute the Agreement.
4. To the Best of my knowledge, at this time there is no proceeding
pending or threatened in any court or before any government authority
or arbitration board or tribunal the outcome of which could adversely
affect the transactions set forth in the Agreement or the security
interest of the Lessor or its assigns, as the case may be, in the
Equipment.
Very truly yours,
HUYC ONNOR JARVIS, LLP
General Liability
CER7;IEiO/RLE OF COVERAGE
Agent
This certificate is issued as a mater of
General Aggregate:
Brown R Brown Northwest
A
only and confers
hose upon
the m
7/112015
3256 Hillcrest Park Drive
Each Occurrence:
tifi n
the certrt in th holder ag otherthanthose
provided in the coverage document. This
0
Medford, OR 97504
certmrate does not amend, extend or alter
J Employment Practices
A
the coverage afforded by the coverage
www.bbnw.com
documents listed herein,
cifycounty insurance services
Named Member or Participant
Companies Affording Coverage
Cl of Central Point
Auto Liability
COMPANY A - CIS
130 S 3rd Street
COMPANY B - National Union Fire Ins Cc of Pitts
Central Point OR 97502
J Scheduled Autos
COMPANYC- RSUllndemnity
15LCPT
7/1/2015
COMPANYD-
Each Occurrence:
LINES OF COVERAGE
This is to certify that coverage documents listed herein have been issued to the Named Member herein for the Coverage period indicated. Not withstanding any requirement.. term
w condition of any contract or other document with respect to which the certificate may be issued or may pertain, the coverage afforded by the coverage documents listed herein is
subject to all the terms, conditions and exclusions of such coverage documents.
Type of Coverage
Company Certificate Effective Termination
Letter Coverage Limit
A
Number Date Date
General Liability
General Aggregate:
J Commercial General Liability
A
15LCPT
7/112015
7/112016
Each Occurrence:
J Public Officials Liability
A
J Employment Practices
A
J Occurrence
A
Auto Liability
General Aggregate:
J Scheduled Autos
A
15LCPT
7/1/2015
7/1/2016
Each Occurrence:
J Hired Autos
A
J Non -Owned Autos
A
Auto Physical Damage
J Scheduled Autos
A
15APDCPT
7/1/2015
7/1/2016
Comprehensive
J Hired Autos
A
Collision
J Non -Owned Autos
A
J Property
I A
J Boiler and Machinery I A
Excess Liability
J Excess Crime
Excess Earthquake
Excess Flood
Excess Cyber Liability
15PCPT
15BCPT
15ECCPT
7/1/2015 I 7/1/2016
7/1/2015 I 7/1/2016
7/1/2015
7/112016 I Per Loss:
Occurence/Aggregate:
$30,000,000
$10,000,000
None
$10,000,000
$100 deductible
$500 deductible
Per filed values
Per filed values
$500,000
J Workers' Compensation I A I 15WCPT I 7/1/2015 I 7/1/2016 (Coverage A and
Description:
2016 Ford Interceptor SUV #1 FMSKaAR5GGA37585 and 2016 Dodge Ram 1500 Tradesman/Express Quad Cab #1 C6RR7FG6GS142823
Certificate holder is loss payee and additional insured as respects these leased vehicles.
Certificate Holder:
Farmers State Bank
CANCELLATION: Should any of the coverage documents herein be cancelled before the
expiration date thereof, CIS will provide 30 days writer, notice to the cenNcate holder
named herein, but failure to mail such notice shall impose no obligation or liability of any
kind upon CIS, its agents or representatives, or the issuer of this certificate.
Central Point Police Department Lease #2641
Lessee's Financial Statements:
1. 2 year audited financials (2014 & 2015)
http://www.centraluointoregon.gov/finance/page/annual-financial-reports
2. Adopted Budget (2016)
http://www.centraIvointorezon.gov/finance/page/citv-annual-budget
Auto
Cell: 719-439-8907
Office: 503-485-0990
Fax: 800-918-3761
Shia all documents to:
Lease Number: 2686
Leasing Specialists, LLC
Ed Anderson, President Email: ed@govleasing.com
4785 Portland Road NE Email: ed@autoadditions.com
Salem, OR 97305 Email:Shannon@govleasing.com
Auto Leasing Specialists, LLC, 17526 O Street, Omaha, NE 68135
Date: April 7, 2016
Dear Chief Allison:
NOTICE OF ASSIGNMENT
Re: Tax -Exempt Lease Purchase Agreement dated April 7, 2016 between Auto Leasing
Specialists, LLC, and the City of Central Point, OR.
Please be advised that Auto Leasing Specialists, LLC. has assigned all of his rights, title and interest in, to
and under the above -referenced agreement, the equipment purchased thereunder, and the right to
receive payments to Farmers State Bank.
All payments due under the Agreement, beginning with the first payment, should be made to the
Assignee at the following address:
Farmers State Bank
P.O. Box 99
Iroquois, SD 57353-0099
Please acknowledge the Assignment and your agreement to make payments due under the Agreement to
the Assignee by the signature of a duly authorized officer in the space provided on the bottom of this
letter and return it to the address shown above.
Edward L Anderson
Owner
ACKNOW( LEDGE i"
Signature: '7 / -1/2 .
Kr(stme Allison
Title: Chief
Date: