HomeMy WebLinkAboutORD 86-107 ORDINANCE NO. I
ENTITLED AN ORDINANCE BY THE GOVERNING BODY
OF THE CITY OF BEAUMONT (THE "PARTICIPANT" )
RELATING TO THE LEASE PURCHASE AGREEMENT BY
AND .BETWEEN THE PARTICIPANT AND HOUSTON-
GALVESTON EQUIPMENT FINANCE CORPORATION, AS
LESSOR, HERETOFORE EXECUTED AND DELIVERED
PURSUANT TO AN ORDINANCE OF THIS GOVERNING
BODY ADOPTED ON THE 1ST DAY OF AUGUST,
1986 ; APPROVING CERTAIN AMENDMENTS TO SUCH
LEASE PURCHASE AGREEMENT AND PROVIDING FOR
SUCH AGREEMENT, AS SO AMENDED, TO BE RESTATED
AS A MATTER OF CONVENIENT REFERENCE TO THE
PARTIES; RATIFYING, CONFIRMING AND APPROVING
CERTAIN ACTIONS HERETOFORE TAKEN IN
CONNECTION THEREWITH; APPROVING THE
ASSIGNMENT OF THE RESTATED AND AMENDED LEASE
PURCHASE AGREEMENT AND THE PRIOR ISSUANCE OF
THE CERTIFICATES OF PARTICIPATION OR OTHER
EVIDENCE OF OWNERSHIP THEREIN; AND RESOLVING
OTHER MATTERS INCIDENT AND RELATED THERETO.
WHEREAS, on the lst day of .August, 1986, this governing
body authorized the execution and delivery of a Lease Purchase
Agreement by and between this City ( a "Participant" ) and
Houston-Galveston Equipment Finance Corporation, as the Lessor, and
such document provided for the levy of a continuing and direct ad
valorem tax, and approved the assignment of such lease and the
issuance of certificates of participation or other evidence of
ownership in such lease;
WHEREAS, Lessor and the Participant wish to make certain
amendments to the lease (which are evidenced by the blacklined
Restated and Amended Lease, attached hereto) , and such amendments
have been consented to by the Trustee and are permitted under the
Trust Agreement, both as hereinafter defined; and
WHEREAS, it is now proper to ratify and confirm the
action heretofore taken pursuant to such Lease Purchase Agreement
NOW, THEREFORE, BE IT ORDAINED BY THE
CITY OF BEAUMONT:
Section 1 .
That all of the recitals contained in the preamble hereof
are found to be true and are adopted as the finding and judgment of
this Council.
Section 2 .
That the prior approval of the Lease Purchase Agreement
(the "Lease" ) by this Council and all actions heretofore taken in
the execution and delivery of the Lease on behalf of the City and
all actions taken by others in reliance upon the provision of said
Lease are hereby ratified and confirmed.
Section 3 .
(a) That the "Restated and Amended Lease Purchase
Agreement, " attached hereto as Exhibit A, is hereby approved as to
form and substance and one of the authorized officers named in
paragraph (b) of this Section is hereby authorized to execute such
agreement for and on behalf of this Council and as its act and
deed. Such authorized officer shall cause such agreement, when
executed on behalf of this City, to be executed on behalf of the
Lessor and then cause the Trustee under the First Restated and
Amended Indenture of Trust ( to which the City is not a party) to
hold such instrument in trust and for delivery upon the effective
date of the Restated and Amended Lease Purchase Agreement.
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The Lease as approved by the ordinance mentioned in the
preamble thereof and attached as Exhibit A to that resolution is
approved, ratified and confirmed and shall continue to be effective
until the effective date of the Restated and Amended Lease Purchase
Agreement.
The effective date of the Restated and Amended Lease
Purchase Agreement shall be October 21, 1986.
(b) Either of the officers named in this paragraph are
authorized to perform the duties described in paragraph (a) :
Name Title
(i) Albert Haines City Manager
(ii) Betty Dunkerley Finance Officer
Section 4.
The Governing Body hereby consents to the assignment by
the Lessor of its rights under the Restated and Amended Lease
Purchase Agreement to Texas Commerce Bank National Association, as
Trustee (the "Trustee" ) and to the terms of a First Restated and
Amended Indenture of Trust ( the "Trust Agreement" ) and the creation
of a trust and the issuance of the Certificates of Participation
(the "Certificates") in the aggregate principal amount necessary to
provide for the purchase of equipment described in Exhibit .B hereto
and to provide for a reasonable reserve fund and costs of issuance.
The deposit of the proceeds of the Certificates as provided in the
original Trust Agreement pending their application to the purchase
of equipment pursuant to the Restated and Amended Lease Purchase
Agreement is hereby ratified, confirmed and approved.
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Section 5 .
Notwithstanding any other provision of this Ordinance,
Lease Payments under the Lease or the Restated and Amended Lease
Purchase Agreement and payments on the Certificates shall be
special, limited obligations of the Participant, payable solely
(i) from moneys deposited to the funds established and maintained
by the Trustee under the Trust Agreement, and earnings thereon, if
any, and (ii) pursuant to the obligation of the Participant to make
other Lease Payments under the Lease or the Restated and Amended
Lease Purchase Agreement, which obligations shall be incurred only
after and to the extent that moneys have been disbursed from the
Acquisition Fund to purchase equipment, as defined in the Lease or
Restated and Amended Lease Purchase Agreement.
Section 6 .
To provide for the payment of the Lease Payments under
and as defined in the Lease or the Restated and Amended Lease
Purchase Agreement, there is hereby levied, and there shall be
annually assessed and collected in due time, form, and manner, a
tax on all taxable property within the boundaries of the
Participant, within the limitations prescribed by law, and such tax
shall be and is hereby levied on each one hundred dollars'
valuation of taxable property within the boundaries of the
Participant at a rate form year to year as will be ample and
sufficient to provide funds each year to pay such Lease Payments as
the same become due during the term of the Lease or the Restated
and Amended Lease Purchase Agreement, full allowance being made for
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delinquencies and costs of collection. Separate accounts and tax
records relating to the receipt and disbursement of taxes levied,
assessed and collected for and on account of the Lease or the
Restated and Amended Lease Purchase Agreement shall be kept and
maintained by the Participant at all times during the term of the
Lease or the Restated and Amended Lease Purchase Agreement, and the
taxes collected for the payment of the Lease Payments shall be
deposited to the credit of a "Special 1986 Lease Account"
maintained on the records of the Participant, and deposited in a
special fund maintained at an official depository of the
Participant' s funds; and such tax, hereby levied, and to be
assessed and collected annually, is hereby pledged to the payment
of the Lease Payments.
Proper officers of the Participant are hereby authorized
and directed to cause to be transferred to the Trustee or paying
agent for the Certificates appointed by the Lessor, from funds on
deposit in the Special 1986 Lease Account, amounts sufficient to
fully pay and discharge promptly the said Lease Payments as the
same become due and payable; such transfers of funds to be made in
such manner as will cause collected funds to be deposited with the
Trustee on or before each Lease Payment Date for the Certificates,
as provided in the Lease or the Restated and Amended Lease Purchase
Agreement.
The amount of taxes to be provided annually for the
payment of the Lease Payments with respect to the Base Rent ( as
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defined in the Lease or the Restated and Amended Lease Purchase
Agreement) including the principal component and interest component
thereof shall be not less than (i) the interest component and (ii)
a sinking fund for redemption at maturity or a sinking fund of 2% ,
whichever amount shall be the greater, ( "Debt Service
Requirements") determined and accomplished in the following
manner:
(a) Prior to the date this Governing Body establishes
the annual tax rate and passes an ordinance levying ad valorem
taxes each year, the Governing Body shall determine:
(1) The amount on deposit under the Trust
Agreement and available in accordance with its
terms to pay principal and interest components of
the Certificates after (a) deducting therefrom the
total amount of Debt Service Requirements as Base
Rent prior to the date annual ad valorem taxes
levied by the Participant become delinquent (the
"Collection Date") and (b) adding thereto the
amount of the other revenue and funds appropriated
and allocated to pay such Debt Service Requirements
prior to the Collection Date for the ad valorem
taxes to be levied.
(2) The amount of other revenue and funds
appropriated and to be set aside for the payment of
the Debt Service Requirements between the
Collection Date for the taxes then to be levied
during the next succeeding calendar year.
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(3 ) The amount of Debt Service Requirements
to become due and payable or required to be levied
between the Collection Date for the taxes then to
be levied and the Collection Date for the taxes to
be levied during the next succeeding calendar year.
(b) The amount of taxes to be levied annually each year
for the Debt Service Requirements shall be the amount established
in paragraph ( 3 ) above less the sum total of the amounts
established in paragraphs ( 1 ) and (2) , after taking into
consideration delinquencies and costs of collecting such annual
taxes. With respect to the amount due as additional Rent (as
defined in the Lease) , the amount budgeted for such purposes shall
be the amount anticipated to become due during the Fiscal Year
following, plus any amount of Lease Payments remaining unpaid from
the previous year.
The Participant convenants that, in accordance with the
provisions of the Property Tax Code, Section 26.04(g) , any amounts
budgeted out of taxes to pay the Lease Payments which are due more
than one year from the date of the Lease will be set aside in the
tax levy for the payment of such Lease Payments.
Section 7 .
The Participant hereby covenants and agrees that all the
funds and revenues which are legally available for the purpose,
with the exception of those in excess of the amounts required to be
deposited to the Special 1986 Lease Account, are hereby irrevocably
pledged to the payment of the Lease Payments, and the pledge of
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such funds and revenues herein made for the payment of the Lease
Payments shall constitute a lien on such funds and revenues in
accordance with the terms and provisions hereof and be valid and
binding without any physical delivery thereof or further act by the
Participant.
Section 8 .
It is hereby found and determined that advance notice of
the time, place and purpose of the meeting was given to each member
of the Governing Body; and that said meeting, and deliberation of
the aforesaid public business, was open to the public, and written
notice of said meeting, including the subject of the entitled
ordinance, was posted and given in advance thereof in compliance
with the provisions of Article 6252-17, Section 3A, V.A .T . C.S .
Section 9 .
This Ordinance shall be in force and effect from and
after its passage on the date shown below.
PASSED BY THE CITY COUNCIL of the City of Beaumont this
the day of &2- A4-tl , 1986.
PARTICIPANT: CITY OF BEAUMONT
ATTEST: - Mayor -
- City Clerk -
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OCT 14 1986
RESTAT Axm %KENDEn
LEASE PURCHASE AGREEMENT
This Re5tatP� -�nd� A- nH-1 Lease Purchase Agreement,
dated as of the first day of August, 1986 but effective on the
Closing Date hereinafter defined, by and between
Houston-Galveston EQUibmPnfi Finance Corporation, a corporation
organized and existing under the laws of the State of Texas , as
Lessor (the "Lessor" ) , and the party identified as lessee on
the signature page of this Lease Purchase Agreement, as Lessee
(the -"Lessee" ) .
WITNESSETH:
WHEREAS, Lessor wishes to lease to Lessee, and Lessee
wishes to lease from Lessor, certain personal property as
further provided herein; and
WHEREAS, in order to finance the acquisition of such
personal property, Lessor has assigned the Lease Purchase
Agreement to the Trustee hereinafter defined for the owners of
certificates of participation in such Lease and for the Bank
hereinafter defined, on a subordinate basis; and
WHEREAS, the proceeds from the sale of such
certificates of participation have been deposited with the
Trustee for purchase of Equipment, at the direction of the
Lessee, to be leased to Lessee under the terms hereof;
NOW, THEREFORE, in consideration of the rent to be
paid and other payments due or to become due hereunder and the
covenants and agreements contained herein, it is agreed by and
between the parties as follows :
Section 1 . Certain Defined Terms . In addition to the
terms defined elsewhere in this Lease, the following terms have
the meanings given below unless the context clearly requires
otherwise:
"Acquisition Fund" means the Fund by that name
established pursuant to the terms of the Trust Indenture and
held by the Trustee.
"Acquisition Fund Draw" or "Draw" means a
withdrawal of money from the Acquisition Fund to be used to
acquire Equipment for leasing to Lessee and to pay Conversion
Costs .
4635R Exhibit "A"
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"Acquisition Fund Draw Date" means the first
Business Day of November, February, May and August during the
term hereof .
"Act" means the "Public Property Finance Act, "
Article 2368a. 2, Revised Civil Statutes of Texas, as amended.
"Additional Rent" means the Program Costs payable by
the Lessee hereunder .
"Allocable Share of Costs of Issuance" means, with
respect to an Acquisition Fund Draw, at any time of calculation
thereof, the product of the (A) difference between ( i) the
aggregate principal amount of all Outstanding Certificates and
( ii) the sum of (a) the unpaid principal balance of all
Acquisition Fund Draws previously made plus (b) the balance on
deposit in the Acquisition Fund and the Debt Service Reserve
Fund, and (B) a fraction the numerator of which is such
Acquisition Fund Draw and the denominator of which is the
amount deposited in the Acquisition Fund at Closing;
provided, that such amount shall not be less than zero.
"Annual Budget" means the budget of the Lessee for a
forthcoming Fiscal Year .
"Annual Demand Survey" means the document required
pursuant to Section 3 hereof .
"Authorized Officer, " when used with respect to
Lessee, means the chief administrative officer or persons
designated by the governing body of the Lessee as an Authorized
Officer for the purposes of this Lease. The term "Authorized
Officer, " when used with respect to the Lessor, means the
president or other person designated by the governing body of
the Lessor as an Authorized Officer for purposes of this Lease.
"Bank" shall mean The Sumitomo Trust & Banking Co. ,
Ltd. , New York Branch, New York, New York, or any successor
bank which becomes a party to the A Certificate e
Agreement .
"Bank Certificates" means any certificates pledged
to the Bank pursuant to the/Certificate Purchase Agreement .
"Bank Rate" means with respect to a Certificate
which would otherwise bear interest at the Annual Rate if it
were not a Bank Certificate and had been successfully
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remarketed on the day on which it became a Bank Certificate, a
rate equal to (x) the Prime Rate with respect to the first
through the thirtieth day, inclusive, following the date on
which such Certificate becomes a Bank Certificate, (y) the
Prime Rate plus one percent ( 1%) per annum with respect to the
thirty-first through one hundred and eightieth day, inclusive,
following the date on which such Certificate becomes a Bank
Certificate, and (z) the Prime Rate plus two percent (2%) with
respect to any day thereafter that such Certificate remains a
Bank Certificate; provided, however, that, notwithstanding the
foregoing, Certificates in a principal amount equal to any
portion of the Principal Component past due and owing under
this Lease shall at all times bear interest at a rate equal to
the maximum rate then permitted by applicable law which hall
be the "Bank Rate" for such ur ose. Provided, further , the
"Bank Rate" may change at any time The Sumitomo Trust & Banking
Co . , Ltd. is no longer the issuer of an Irrevocable C rtifica� to ,
Purchase Commitment with respect to the Certificate.
"Base Rent" means the total of Principal Payments
and the Interest Component thereon paid by the Lessee to the
Trustee, as set out on a Payment Schedule, with respect to each
Acquisition Fund Draw. "Base Rent" also includes Prepayment
Option Amounts other than Additional Rents .
"Business Day" means any day other than a Saturday,
Sunday, a legal holiday on which banking institutions generally
in the place of payment or in a city where the principal
corporate trust office of the Trustee or the principal office
of the Bank is located are authorized or required by law to
close, or a day on which the New York Stock Exchange is closed.
"Certificates" means the certificates of
participation delivered pursuant to the Trust Indenture .
"Certificate of Acceptance" means a certificate of
an Authorized Officer of the Lessee stating that the Equipment
described therein has been acquired, delivered and installed
( if required) in conformity with the requirements of the
Lessee, substantially in the form of Exhibit F to this Lease.
"Certificate Purchase Agreement" means that certain
Certificate Purchase Agreement, dated as of October 1, 1986,
among the Bank, the Lessor, and the Remarketing Agent .
"Closing Date" means the date of initial
authentication and delivery of the Certificates .
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"Costs of Issuance" means all items ' of expense
directly or indirectly payable by or reimbursable to the Lessee
or the Lessor relating to the financing of the Equipment from
the proceeds of the Certificates , including, but not limited to
costs of underwriting the Certificates, filing and recording
costs , fees of special legal counsel with respect to the
Certificates, the initial fee and charges, including legal
fees, of the Trustee, the initial fee and charges, including
legal fees, of the Bank, the legal fees of The Sumitomo Trust &
Banking Co. Ltd. in connect with the investment o r t
described in the Indenture, initial fees of the Servicer,
initial fees of the Houston-Galveston Area Council , printing
costs, legal fees and charges, financial and other professional
consultant fees, costs of rating agencies or credit ratings ,
fees for execution, transportation and safekeeping of the
Certificates and charges and fees in connection with the
foregoing.
"Conversion Costs" means all items of expense
relating to the conversion of the interest rate on Certificates
to Fixed Rates or an Annual Rate, due to an Acquisition Fund
Draw, including but not limited to remarketing, legal , and
servicing fees .
"Debt Service Reserve Fund" means the Fund by that
name established pursuant to the terms of the Trust Indenture
and held by the Trustee.
"Eligible Acquisition Period" means the maximum time
period that moneys in the Acquisition Fund can be used by
Lessee for the lease and purchase of Equipment pursuant to this
Lease. With respect to proceeds from the initial delivery of
the Certificates and investment earnings thereon, the Eligible
Acquisition Period means either, a period ending August 1 ,
U8_9 , with res ect a Fixed Rate Lease and June 15, 1989 ,
e e a u e Lea e or the date following a
determination that, and to the extent that, Lessee does not
have a continuing demand for moneys in the Acquisition Fund,
whichever date comes first . With respect to proceeds to be
deposited to the Acquisition Fund from Lease Principal
Payments, the Eligible Acquisition Period means either, a
period ending on the fir t Business Da of Ma in the third
ear after such Lease Principal Payment is deposited to the
Acou� sition Fund or the ate following a determination that ,
and to the extent that, Lessee does not have a continuing
demand for moneys in the Acquisition Fund within such period,
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whichever date comes first . Continuing demand for moneys to
lease and purchase Equipment will be determined in accordance
with Section 3 of the Lease.
"Equipment" means the personal property more
particularly described on Exhibit A hereto and any additional
personal property financed pursuant to Section 33 hereof .
"Equipment Costs" means all costs of payment of
acquisition, installation and financing of the Equipment,
including architectural, engineering and installation costs,
management and administrative costs and capital expenditures
relating to installation and financing payments, leasehold and
leasehold improvement acquisition costs, sales tax on the
Equipment, closing costs, and including costs of feasibility,
environmental and other reports, inspection costs, permit fees,
and filing and recording costs .
"Equipment Purchase Amount" means the portion of an
Acquisition Fund Draw used to pay Equipment Costs .
"Event of Default" means the occurrence of any of
the events of default set forth in Section 22 of this Lease.
"Fiscal Year" means the fiscal year of Lessee
currently commencing September 1 or such other period of time
hereinafter adopted by Lessee as its fiscal year for which
funds are appropriated.
"Indenture" or "Trust Indenture" means an
Indenture of Trust dated as of August 1 , 1986 between Lessor
and the Trustee named therein, under which certificates of
participation in the Lease have been issued.
"Independent Counsel " means an attorney duly
admitted to practice law before the highest court of any state/
reasonably ac���t ��� t a k
"Interest Component" means that portion of Base Rent
with respect to an Acquisition Fund Draw which equals interest
on the Principal Component of Base Rent at an interest rate
equal to that borne by the Certificates evidencing the
financing of such Acquisition Fund Draw.
"Irrevocable Certificate Purchase Commitment" means
that certain Irrevocable Certificate Purchase Commitment dated
as of October 24 , 1986 issued by the Bank to the Trustee.
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"Lease" or "Lease Purchase Agreement" means that
certain Restated and Amended Lease Purchase Agreement, dated as
of August 1 , 1986, between the Lessor and the Lessee, as
originally executed or as it may from time to time be
supplemented, modified, or amended by one or more instruments
supplemental thereto entered into in accordance with the
applicable provisions thereof .
"Lease Payments" means the Base Rent and the
Additional Rent for which provision is made in the Lease.
"Lease Payment Date" means each date a Lease Payment
is due on the Lease, as set out in the Payment Schedule.
"Lease Payment Term" means, with respect to an item
of Equipment being financed, a term of three, five or seven
years, which most closely approximates, but in any event is not
greater than, the useful life of the Equipment established in a
schedule prepared from time to time by the Bank.
"Lease Supplement" means each Supplement to the
Lease, substantially in the form of Exhibit C hereto, executed
by Lessee and Lessor, which will describe the Equipment to be
financed on an Acquisition Fund Draw Date and which will
contain a Payment Schedule describing the Lease Payments
arising from such Draw.
"Lease Term" means the period commencing on the
Closing Date and terminating on the earlier of the final Lease
Payment Date or August 1 , 2011 .
"Lessee" means the political subdivision of the
State of Texas identified as such on the signature page of this
Lease.
"Lessor" means Houston-Galveston Equipment Finance
Corporation and its successors and assigns as lessor under the
Lease.
"Net Proceeds" means any insurance proceeds or
condemnation award paid with respect to the Equipment remaining
after payment therefrom of all expenses incurred in the
collection thereof .
"Outstanding" when used with respect to Certificates
means, as of the date of determination, all Certificates
theretofore authenticated and delivered under the Indenture,
except , without duplication:
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( 1) Certificates theretofore cancelled by the Trustee
or delivered to the Trustee for cancellation;
(2) Certificates for the payment or redemption of
which (and for all interest accrued and to accrue thereon)
money in the necessary amount has been theretofore
deposited with the Trustee or any paying agent in trust for
the Holders of such Certificates, provided that, if such
Certificates are to be redeemed, notice of such redemption
has been duly given pursuant to the Indenture, or waived,
or provision therefor satisfactory to the Trustee has been
made;
(3) Certificates in exchange for or in lieu of which
other Certificates have been authenticated and delivered
under the Indenture;
(4) Certificates alleged to have been destroyed,
lost, or stolen which have been paid as provided in the
Indenture;
(5) Certificates for the payment of the principal of
(and premium, if any) and interest on which money or
Governmental Obligations or both are held by the Trustee or
an escrow agent with the effect specified in the Indenture;
"Owner" or "Certificate Owner" or "Owner of a
Certificate" , or any similar term, means the person in whose
name such Certificate is registered.
"Parity" occurs when the Allocable Share of Costs of
Issuance is equal to zero.
"Payment Schedule" ms substantially t
certain he Pole
attached o each Lease Supplement,
attached to Exhibit C, which describes all the Lease Payments
due • and payable from the financing of Equipment on an
Acquisition Fund Draw Date.
"Permitted Encumbrances" means as of any particular
time (i) liens for taxes and assessments not then delinquent,
( ii) the Lease and the Trust Indenture, and ( iii) any lien
which the Trustee may, pursuant to the Trust Indenture, permit
to remain unpaid.
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"Prepayment Option Amount" means the amount required
to prepay Lease Payments with respect to a specific piece of
Equipment or all the Equipment, as described in Section 21 of
this Lease.
"Prepayment Option Date" means any date on which a
Lessee is deemed to have prepaid any of its Lease Payments by
payment 125 days earlier of the applicable Prepayment Option
Amount to the Lessor . In the case of an Annual Lease, a
Prepayment Option Date may occur on any June 15, and in the
case of a Fixed Rate Lease, a Prepayment Option Date may occur
on any August 1 or February 1 .
"Prime Rate" shall mean, for any day, the annual
rate of interest publicly announced by the Bank as its prime or
base lending rate as in effect for that day, each change in the
prime or base lending rate of the Bank so announced by the Bank
to be effective as of the effective date of the announcement
or, if no effective date is specified, as of the date of the
announcement . Any change in the Prime Rate is to be reflected
by simultaneous adjustment to any rate of interest calculated
by reference thereto .
"Principal Component" or "Principal Payments"
means that portion of Base Rent with respect to an Acquisition
Fund Draw which repays part or all of the Total Lease Principal
without taking into account any payment for the time use of
money.
"Principal Payment Date" means any date on which a
Principal Component of Base Rents is due and payable .
"Program Costs" means the amount payable five days
before each August 1 and February 1 in the case of a Fixed Rate
Lease, five days before each June 15 and December 15 in the
case of an Annual Rate Lease, and as incurred and invoiced,
,with respect to any unscheduled amounts payable as Additional
Rents and consists of the fees, expenses , and all charges of
the Trustee, the Bank, the Remarketing Agent and the Servicing
Agent, any other costs associated with the ongoing
administration of the Lease and the Certificates associated
therewith, and any other payments required to be made by the
Lessee under Sections 14, 17, 19 and 20 of the Lease.
"Requisition" means a Requisition Requesting
Disbursement from the Acquisition Fund in the form of Exhibit E
attached hereto .
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"Resolution" means the resolution adopted by Lessee,
authorizing a draw on an Acquisition Fund Draw Date, in the
form attached hereto as Exhibit D.
"Service Agent" or "Servicing Agent" means the
service agent appointed pursuant to this Lease or any successor
as service agent appointed thereunder .
"Service Agreement" means the agreement dated as of
the date hereof among the Lessor, the Service Agent and the
Trustee, as the same may be amended and supplemented.
"State" means the State of Texas .
"Total Lease Principal " or "Total Principal "
means, with respect to an Acquisition Fund Draw, the sum of the
Principal Components of Base Rent, including any portion of a
Prepayment Option Price attributable to principal , and is the
sum of ( 1) the Equipment Purchase Amount, (2) Conversion Costs,
and (3) the Allocable Share of Costs of Issuance.
"Trustee" means the Trustee initially named . in the
Trust Indenture and any successors under the Trust Indenture.
Section 2 . Acquisition of Equipment . The Lessee
represents and covenants :
(a) that the selection, size, design and
specifications of the Equipment listed in Exhibit A were, and
the selection, size, design and specifications of any
additional equipment leased pursuant to Section 34 will be,
determined by and acceptable to Lessee, and that neither Lessor
nor its assignee has responsibility for the selection, size,
design and specifications of such Equipment;
(b') that it shall furnish the Requisitions, together
with all instruments referred to therein, for payment of
Equipment Costs to the Trustee (with a copy to the Lessor and
Servicing Agent) . Upon the delivery to the Service Agent of
each such instrument, Lessee shall be conclusively presumed to
have accepted the portion of the Equipment to which such
Requisition relates;
(c) that the total Equipment Costs for such Equipment
shall not exceed the Equipment Cost as defined herein;
4635R _g
(d) that it has an immediate need and future need
(within 3 years from the date of the delivery of this Lease)
for the Equipment listed on Exhibit A hereof and that the use
of the Equipment is essential to the conduct of its business;
and
(e) that it reasonably expects to proceed with due
diligence to lease the Equipment described on Exhibit A hereto
within three years of the Closing Date and to lease other
equipment to be identified during the term of the Lease;
however, it is expressly understood that the Lessee shall not
be required to apply for the disbursement of moneys from the
Acquisition Fund for the lease and purchase of Equipment unless
and until :
( i) the Interest Component of the Base Rent shall
have been determined and shall be acceptable to the Lessee;
( ii) the Lessee shall have received approval of the
Bank;
( iii) the amount of Costs of Issuance to be included in
the Total Lease Principal shall be acceptable to the Lessee;
( iv) the need for the Equipment by the Lessee exists
at the time of such disbursement;
(v) the Equipment is available at a reasonable cost
and, if applicable, acceptable bids for the sale and
purchase of the Equipment are received; and
(vi) the governing body of the Lessee approves the
purchase of the Equipment and the execution and delivery of
the Resolution and Lease Supplement and other documents
required in connection with the lease and purchase thereof .
Section 3 . Demand Study. The Lessee shall complete
an Annual Demand Survey to establish the continuing need by
Lessee to utilize moneys held in or to be deposited to the
Acquisition Fund for the lease and purchase of Equipment .
Annual Demand Surveys are to be delivered to the Servicing
Agent (with copies to the Trustee and Lessor) n the first
Business Dav of May of each year
Lessee agrees and acknowledges if, in the event that
Lessee ' s demand for proceeds for the lease and purchase of
Equipment within the applicable Eligible Acquisition Period
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does not equal or exceed the amount of proceeds on hand in the
Acquisition Fund,A then such unneeded proceeds will be deposited
to the Redemption Account by the Trustee to redeem and cancel a
like amount of Certificates (rounded down to the nearest
$5, 000) within thirty days If Lessee does not complete any
such Annual Demand Survey, it acknowledges and agrees that the
Trustee will , absent its receipt of such applicable Annual
Demand Survey,A make a conclusive and irrevocable determination
that Lessee has no continuing demand for proceeds for the lease
and purchase of Equipment . The Trustee will deposit such
unneeded proceeds determined pursuant to this Section to the
Redemption Account to redeem and cancel Certificate .
failure to provide an Annual Demand Survey shall not
be an Event of Default hereunder . Provided, however, that
notwithstanding anything else in this Section, the Trustee will
not redeem any Certificates pursuant to this Section until the
earliest possible redemption date following the occurrence of
Parity.
Section 4 . Rights and Obligations under the Lease.
In consideration of Lessee ' s promise to make the payments
required under the Lease, Lessor hereby agrees to ( 1) acquire
the property described herein and to lease such property to
Lessee on the terms of the Lease, J2 rovide the money in the
A isition Piingt he Lessee for acquisiti on of additional
ro ert for lease to the Less e under the ter of Le s
i h c e be s 1 t
0 1 ' ations of the Lessor under 3 below or under the
Certificate Purchase A reement if necessar and 3) to
provide funds to Lessee to pay all amounts necessary to pay
principal and interest due on the Certificates other than Lease
Payments; provided, however, Lessor ' s obligation to provide
funds to Lessee for such payments is a special , limited
obligation of Lessor , payable solely out of the moneys
deposited in the Funds established and maintained by the
Trustee under the Indenture, and earnings thereon, if any.
Lessee hereby directs the Lessor to fulfill its obligation to
Lessee to make the payments described above by causing the
Trustee to make such payments, all for the account of and on
behalf of the Lessee.
This contract is an agreement for the use,
acquisition, and purchase of personal property by the Lessee
from the Lessor . Lessor hereby demises , leases and lets to
Lessee, and Lessee rents, leases and hires from Lessor, the
Equipment in accordance with the provisions of this Lease, to
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have and to hold for the Lease Term. Upon and during
installation of the Equipment, all leasehold rights granted to
Lessee by Lessor under this Lease shall vest in Lessee, without
any further action on the part of Lessor .
Lessee acknowledges that all the payment terms of the
Certificates and the amount deposited to the Acquisition Fund
from proceeds of the Certificates is set out in the Indenture
and is acceptable to the Lessee.
Section 5 . Term.
(a) The term of this Lease will commence on the
Closing Date and will end on the date specified in Section 1,
provided however, the term hereof shall terminate prior to such
expiration date upon the occurrence of the first of the
following events :
( i) the exercise by Lessee during any Fiscal Year of
its option to purchase all of Lessor ' s interest in the
Equipment pursuant to Section 21; or
( ii) a default by Lessee and Lessor ' s election to
terminate this Lease pursuant to Section 24 .
A
(b) In the event this Lease is terminated by reason
of clause (a`) ( ii) of this Section, if Lessee has not delivered
Possession of the Equipment to Lessor in accordance with
Section 24 within ten ( 10) days after the termination of the
Lease, the termination shall nevertheless be effective, but
Lessee shall be responsible without limitation of any rights of
Lessor hereunder for the payment of damages in an amount equal
to the amount of the Lease Payments thereafter coming due which
are attributable to the number of days after such ten ( 10) day
period during which Lessee fails to deliver possession of the
Equipment and for any other loss suffered by Lessor as a result
of Lessee ' s failure to deliver possession of the Equipment as
required.
Section 6 . Limited Obligation Notwithstanding any
other provision of this Lease, Lease Payments under the Lease
and all amounts necessary to pay principal and interest on the
Certificates shall be special , limited obligations of the
Lessee, payable solely ( i) from moneys deposited to the Funds
established and maintained by the Trustee under-
and earnings thereon, if any, and ( ii) pursuant to the
obligation of the Lessee to make Lease Payments under the
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Lease, which obligations shall be incurred only after and to
the extent that moneys have been disbursed from the Acquisition
Fund to purchase Equipment, as defined in the Lease.
The Lessee' s obligation to make Lease Payments under
the Lease with respect to and to the extent of moneys disbursed
from the Acquisition Fund pursuant to specific Requisitions for
the lease and purchase of Equipment are stated in Section 7 .
Section 7A. Lease Payments - ANNUAL RATE LEASE.
(a) Lessee agrees to pay or cause to be paid to the
Trustee, as assignee of the Lessor, the Lease Payments arising
from each Acquisition Fund Draw and all other amounts necessary
to pay principal and interest due on the Certificates (subject
to the limitations stated in Section 6) . The Lease Payments
arising from an Acquisition Fund Draw are equal to the sum of
( i) the Base Rent, and (ii) Additional Rent .
( i) The Base Rent consists of an Interest Component
and a Principal Component .
( ii) The Total Lease Principal is a number to be
derived for each Acquisition Fund Draw and approved by the
Lessee pursuant to a Lease Supplement . It consists of ( 1)
the amount withdrawn from the Acquisition Fund to pay
Equipment Costs, (2) the amount withdrawn from the
Acquisition Fund to pay Conversion Costs, and (3) the
Allocable Share of Costs of Issuance.
( iii) Total Lease Principal is to be paid it annual
installments over a three, five, or seven year term,
depending upon the Lease Payment Term with respect to the
Equipment financed. The Principal Payment due each year is
the principal component of a level debt service schedule
(or as ' nearly level as possible in $5, 000 increments) ,
computed using a term equal to the Lease Payment Term and
the initial interest rate used to determine the Interest
Component of such Base Rent . It is payable 5 days prior to
each June 15 commencing at least one year after the Draw,
except June 15, 2011 when it is payable 90 days in advance.
( iv) The Interest Component of Base Rent will be set
out on the Payment Schedule attached to each Lease
Supplement . The annual. Interest Component is calculated by
multiplying Principal Component not yet paid by the Annual
Rate on the Certificates which convert to an Annual Rate on
the Acquisition Fund Draw Date, and each June 15 thereafter .
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.,, r
(v) Notwithstanding ( iv) above, in the event
Certificates bearing an Annual Rate must be purchased under
the Irrevocable Certificate Purchase Commitment on any
June 15, the Interest Component of Base Rent will be
calculated at the Bank Rate (on an amount of the Principal
Component equal to the principal on the Certificates
pledged under the/ Certificate Purchase Agreement) until
such Certificates are remarketed or retired.
(vi) The Interest Component of Base Rents is payable
semi-annually five days before each June 15 and December 15 .
(vii) Commencing on the third anniversary of the
Closing Date and provided Parity, as defined in the
n enture, has been achieved) , available money in t e
Revenue Fund estab is ed un er the Indenture will be
credited to payment of interest on the Lease. The Trustee
will notify the Lessee of the amount of such credit, if
any, and Lessee is entitled to reduce the interest payable
on the next Interest Payment Date by the same amount .
(viii) Additional Rents consists of a share of Program
Costs equal to a fraction the numerator of which is the
Acquisition Fund Draw and the denominator of which is the
amount in the Acquisition Fund on the Closing Date.
( ix) Additional Rents which pay Program Costs incurred
on a regular basis are payable in semi-annual installments
at the same time as the Interest Component of Base Rents .
Additional Rents which pay Program Costs incurred on an
irregular basis will be invoiced and payable 30 days
thereafter .
(x) Late payments from the due date thereof will bear
interest at the highest rate allowed by law.
Lease Payments with respect to each Acquisition Fund Draw will
be set out on a Payment Schedule - attached to a Lease
Supplement . In the event of a conflict between the Payment
Schedule and this Section, the former will control absent
mathematical error .
(b) The liability of the Lessee for Lease Payments
shall be limited to, and shall be payable solely from, the
limited tax revenues pledged to the payment thereof as
described in Section 9 hereof, as reduced in accordance with
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the Indenture, from investment earnings on all trust-held funds
and accounts after application of such investment earnings to
all other prior purposes as described in the Trust Indenture.
(c) Except as hereinafter provided and as provided in
the Trust Indenture, payments of the Principal Component of
Base Rents received by the Trustee on each Principal Payment
Date shall be deposited into the Acquisition Fund and will be
made available b the Lessor to the Lessee for the lease of 11 additional E i ment and to a Conversion Costs , on the terms
rovided in this Lease (subject to use, as necessary, to a
rinci al and interest due on t e Certi icates or amounts due
under the Certificate Purchase Agreement) ; provided, that in
order to be eligible for deposit into the Acquisition Fund, a
request for funds in an amount equal to such Principal Payment
in the three year period following the Principal Payment Date
with respect thereto must be demonstrated by the Annual Demand
Survey submitted by the Lessee to the Trustee, as provided in
Section 3 .
(d) Lessee understands that all proceeds from the
sale of Certificates, including the Acquisition Fund and the
Debt Service Reserve Fund, ' shall be applied and invested, as
provided in the Trust Indenture and shall become part of the
Trust Estate created thereby, and shall be subject to the
pledge and lien of the Trust Indenture as provided therein.
Section 7B. Lease Payments - FIXED RATE LEASE.
(a) Lessee agrees to pay or cause to be paid to the
Trustee, as assignee of the Lessor, the Lease Payments arising
from each Acquisition Fund Draw and all other amounts necessary
to pay principal and interest due on the Certificates (subject
to the limitations stated in Section 6) . The Lease Payments
arising from an Acquisition Fund Draw are equal to the sum of
( i) the Base Rent, and ( ii) Additional Rent .
( i) The Base Rent consists of an Interest Component
and a Principal Component .
( ii) The Total Lease Principal is a number to be
derived for each Acquisition Fund Draw and approved by the
Lessee pursuant to a Lease Supplement . It consists of ( 1)
the amount withdrawn from the Acquisition Fund to pay
Equipment Costs , (2) the amount withdrawn from the
Acquisition Fund to pay Conversion Costs, and (3) the
Allocable Share of Costs of Issuance.
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46353.
Total Lease Principal is to be paid in annual
installments over a three, five, or seven year term,
depending upon the Lease Payment Term with respect to the
Equipment financed. The Principal Payment due each year is
the principal component of a level debt service schedule
(or as nearly level as possible in $5, 000 increments) ,
computed using a term equal to the Lease Payment Term and
the interest rates used to determine the Interest Component
of such Base Rent . It is payable 5 days prior to each
August 1 commencing at least one year after t e Draw,
except August 1 , 2011 when it is payable 125 days in
advance .
( iv) The Interest Component of Base Rent will be set
out on the Payment Schedule attached to each Lease
Supplement . The annual Interest Component is calculated by
multiplying Principal Component not yet paid by ' the Fixed
Rates on the Certificates which convert to Fixed Rates on
the Acquisition Fund Draw Date and which have the same
Lease Payment Term as the longest term Equipment financed
by the Acquisition Fund Draw and which have mandatory
tender dates conforming to the Principal Payment Dates for
the Principal Component .'
(v) The Interest Component of Base Rents is payable
semi-annually five days before each August 1 and February 1.
(vi) Commencing on the third anniversary of the
Closing Date and rovided Parity, as defined in the
Indenture has been achieved) , available money in the
Revenue Fund established under the Indenture will be
credited to payments of interest on the Lease. The Trustee
will notify the Lessee of the amount of such credit, if
any, and Lessee is entitled to reduce the interest payable
on the next Interest Payment Date by the same amount .
(vii) Additional Rents consist of a share of Program
Costs equal to a fraction the numerator of which is the
Acquisition Fund Draw and the denominator of which is the
amount in the Acquisition Fund on the Closing Date.
(viii) Additional Rents which pay Program Costs incurred
on a regular basis are payable in semi-annual installments
at the same time as the Interest Component of Base Rents .
Additional Rents which pay Program Costs incurred on an
irregular basis will be invoiced and payable 30 days
thereafter .
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Ox) Late payments from the due date thereof will bear
interest at the highest rate allowed by law.
Lease Payments with respect to each Acquisition Fund Draw will
be set out on a Payment Schedule attached to a Lease
Supplement . In the event of a conflict between the Payment
Schedule and this Section, the former will control absent
mathematical error .
(b) The liability of the Lessee for Lease Payments
shall be limited to, and shall be payable solely from, the
limited tax revenues pledged to the payment thereof as
described in Section 9 hereof, as reduced in accordance with
the Indenture, from investment earnings on all trust-held funds
and accounts after application of such investment earnings to
all other prior purposes as described in the Trust Indenture.
(c) Except as hereinafter provided and as provided in
the Trust Indenture, payments of the Principal Component of
Base Rents received by the Trustee on each Principal Payment
Date shall be deposited into the Acquisition Fund and will be
made available b the Lessor to the Lessee for the lease of
additional E i ment and to Day Conversion Costs, on the terms
royided in this Lease (subject to use, as necessary, to lo a
_Sr."ind a an interest due on the Certificates or amounts due
d r the Certificate Purchase A reement provi ed, t at In
order to be eligible for deposit into the Acquisition Fund, a
request for funds in an amount equal to such Principal Payment
in the three year period following the Principal Payment Date
with respect thereto must be demonstrated by the Annual Demand
Survey submitted by the Lessee to the Trustee, as provided in
Section 3 .
(d) Lessee understands that all proceeds from the
sale of Certificates, including the Acquisition Fund and the
Lease Payment Reserve Fund, shall be applied and invested, as
provided in the Trust Indenture and shall become part of the
Trust Estate created thereby, and shall be subject to the
pledge and lien of the Trust Indenture as provided therein.
Section 8 . Conditions Precedent To Each Acquisition
Fund Draw.
(a) No less than 45 days prior to each Acquisition
Fund Draw Date on which the Lessee wishes to draw moneys from
the Acquisition Fund, the Lessee shall notify the Service Agent
of the Equipment to be purchased, its purchase price, and the
Lease Payment Term or Terms .
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a
(b) No less than 35 days prior to each Acquisition
Fund Draw Date on which the Lessee wishes to draw moneys from
the Acquisition Fund, the Service Agent shall notify the
Trustee, the Tender Agent, and the Remarketing Agent of the
Total Lease Principal , which shall equal the sum of ( 1) the
Equipment Purchase Amount, (2) Conversion Costs, and (3) the
Allocable Share of Costs of Issuance attributable to ( 1 ) and
(2) . The sum of ( 1 ) , (2) , and (3) must be an integral multiple
of $5, 000 which is at least $100 ,000 . The Service Agent shall
also notify the Trustee, the Tender Agent, and the Remarketing
Agent of the Lease Payment Term or Terms for the Equipment .
(c) After giving the notice provided in (b) , the
Service Agent shall complete a Payment Schedule in the form
attached to the Lease Supplement, estimating the expected
interest rates, for review by the Lessee.
(d) After receipt of the notice provided in (b) , the
Remarketing Agent will offer for sale and use its best efforts
to find purchasers for such Certificates to convert to an
Annual Rate or Fixed Rates on the Acquisition Fund Draw Date
and shall have remarketed such Certificates on or prior to the
Acquisition Fund Draw Date.
(e) No less than seven Business Days prior to each
Acquisition Fund Draw Date on which the Lessee wishes to draw
moneys from the Acquisition Fund, the Lessee shall provide the
Trustee with the following:
( i) with respect to the first draw only, a fully
completed and executed Lease Purchase Agreement and a
resolution authorizing its execution as restated and
amended, in the form of Exhibit B, attached hereto and by
this reference made a part hereof;
_LjiQ A fully completed and executed Lease Supplement
in the form of Exhibit C, attached hereto and by this
reference made a part hereof;
( iii ) A fully completed Payment Schedule, in the form
of the Schedule to the Lease Supplement for an Annual
Lease, if this is an Annual Lease, or for a Fixed Rate
Lease, if this is a Fixed Rate Lease;
iv A list of Equipment to be leased under the Lease
Supplement, the cost and the useful life thereof, in the
form of Exhibit A to the Lease Supplement;
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(v) A resolution authorizing execution of a Lease
Supplement, in the form of Exhibit D, attached hereto and
by this reference made a part hereof;
(vi) A Requisition in the form of Exhibit E, attached
hereto and by this reference made a part hereof;
vii) Invoices or other supporting documentation to
show purchase of Equipment;
viii) A Certificate of Acceptance, in the form of
Exhibit F, attached hereto and by this reference made a
part hereof;
.-C3_XL An opinion of Independent Counsel that (1 ) the
Trustee has a security interest in the Equipment for which
payment is being requested, (2) a search of all Uniform
Commercial Code records disclosed that there were no
previous filings with respect to the Equipment, and (3)
covering such other matters relating to the Lease and
Equipment as the Bank shall reasonably request;
(x) Copies of executed and filed UCC-1 forms or other
appropriate financing statements evidencing the Trustee ' s
security interest in the Equipment and the Lease;
oS ,al A notification regarding the location of the
Equipment, in the form of Exhibit G, attached hereto and by
this reference made a part hereof; and
ii A certificate executed by an Authorized Officer
of the Lessee, certifying ( 1) to the incumbency of those
officers of Lessee executing the Lease Supplement, (2) that
the Lease Supplement has been authorized by all necessary
action on the part of the Lessee, (3) that the Lease
Supplement is a valid and enforceable obligation of the
Lessee, (4) that there is no litigation which, if adversely
determined, would put into question the ability of the
Lessee to deliver the Lease Supplement or to perform its
obligations thereunder or which would materially adversely
affect the financial condition of the Lessee, (5) that the
Trustee has a perfected security interest in the Equipment ,
and Lessee has not granted an interest in the Equipment to
any other person, ^ (6) that no Event of Default under the
Lease shall have ccurred and been continuing, and ( 7) that
e ti on, deliver and performance of the Lease as
supplemented by the Lease Supplement , o no an wi no
d (n 1a17
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conf 1 ict with e o t ' t a a t
under an or ni t'
creation or existence or any court or administrative order ,
decree or ruling applicable to the Lessee or anv law,
statute, or finance or regulation a li able o the Le se .
(f) The Lessee shall not be entitled to make any
Acquisition Fund Draw until receipt by the Trustee of the
ev 1 C rtifi ate Purchase Commitment evidence
satisfactory to the Trustee that the Irrevocable Certificate
r ha e ommitment will be i f r -ft u ' n he
s a ent Term, and a direction from the Bank that the
Lessee' s Draw has been approved by the Bank.
(g) The Lessee will not be entitled to make any draws
from the Acquisition Fund after August 1 , 2004 to acquire
Property with a seven-year Lease Payment Term, after August 1 ,
2006 to acquire Property with a five-year Lease Payment Term,
and after August 1 , 2008 to acquire Property with a three-year
Lease Payment Term.
(h) The Lessee will only be entitled to make draws
from the Acquisition Fund to provide for payment of an invoice
or bill for payment received from the vendor of the Equipment
no earlier than 45 days prior to the most recent Acquisition
Fund Draw Date, unless an opinion of Independent Counsel shall
be delivered to the Trustee to the effect that a draw made at a
different time is authorized by the law of the State and will
not adversely affect the exemption from federal income taxation
of interest paid by the Lessee under the Lease.
( i) The Lessee will not be entitled to make any
Acquisition Fund Draw if an Event of Default, as defined in the
Lease, the Indenture, or the Certificate Purchase Agreement,
has occurred and is continuing.
Section 8A. Purchases Pursuant to the Lease Between
Quarters . In the event Lessee wishes to acquire on behalf of
and lease from the Lessor Equipment, but such Equipment must be
available for use by the Lessee on a schedule so that the
purchase price therefor, or a portion thereof, will be due on a
day which is not an Acquisition Fund Draw Date, the Lessee may
irrevocably elect to lease the Equipment under the Lease by
delivering to the Trustee a notice in the form of Exhibit H,
attached hereto and by this reference made a part hereof, prior
to paying the purchase price or a portion of the purchase price
for the Equipment . Upon receipt of such notice, the Trustee
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will set aside an amount in the Acquisition Fund for such
Equipment and provided the conditions of Section 8 are met,
such amount will be disbursed to the Lessee on the next
Acquisition Fund Draw Date to pay Lessee for obtaining such
Equipment, in contemplation of being able to lease the
Equipment under the Lease. On the Acquisition Fund Draw Date,
title to the Equipment will pass to Lessor , who will then
convey title to the Equipment to the Lessee, who will lease the
Equipment pursuant to the terms of the Lease.
Section 9 . Covenant to Levy Taxes; Limited Tax.
(a) Lessee covenants that during each Fiscal Year the
budget officer of Lessee shall place in its proposed budget of
maintenance and operating expenses for each ensuing Fiscal
Year, during the Lease Term, an amount necessary to pay any
past due Lease Payments and the anticipated Lease Payments for
any such successive Fiscal Year; Lessee further covenants that
the final budget for each Fiscal Year during the Lease Term
shall set aside and appropriate (out of revenues, funds , and
taxes available to Lessee during such budget year) an amount
sufficient to pay the obligations of Lessee hereunder, and such
revenues, funds and taxes , in an amount sufficient to make such
payments, is hereby pledged to the Trustee for such purpose.
(b) To provide for payment of the Lease Paymentsa -d
nl Interest Com onent of Lease
Payments is due in any t e ear, Lessee has levied a tax on all
taxable property wit in oundaries of Lessee, within the
limitations prescribed by law, at a rate from year to year as
will be ample and sufficient together with other funds and
revenues available for the purpose to provide funds each year
to pay the Lease Payments, full allowance being made for
delinquencies and costs of collection, and such tax together
with other funds and revenues available for the purpose have
been pledged to the payment of the Lease Payments as the same
shall become due and payable under this Lease, all as provided
in the resolution authorizing the execution of this Lease.
(c) Lessee represents that the duties of the
officials of the Lessee to do and perform the actions mentioned
in paragraphs (a) and (b) of this section are ministerial
duties, and that the tax levied and to be annually assessed and
collected may not exceed the amount of tax permitted by
applicable law.
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(d) Notwithstanding any other provision of this
Lease, the parties hereto recognize that this Section prevails
over any other provision of this document .
Section 10 . Limitation on Warranties .
(a) The Equipment has been selected by Lessee, and
neither Lessor nor any assignee thereof shall have any
responsibility in connection with the selection of the
Equipment, its suitability for the use intended by Lessee, or
the acceptance by Lessee of the order submitted. Lessee
authorizes Trustee to add the serial number, if any, of the
Equipment to Exhibit A of the Lease when available.
(b) Lessor shall have no obligation to install ,
erect , test, inspect, service or maintain the Equipment under
any circumstances, and any such obligation or obligations
provided under the terms of the purchase and sale thereof,
shall be assigned to, and assumed by Lessee.
(c) Lessor hereby assigns to Lessee for and during
the Lease Term, all of its interest in all warranties and
guarantees , express or implied, if any, from, or made by, the
manufacturer, wholesale distributor, or other party issued on
or applicable to the Equipment, and Lessor hereby authorizes
Lessee to obtain the customary services furnished in connection
with such warranties and guarantees at Lessee ' s expense.
(d) Lessor hereby assigns to Lessee for and during
the Lease Term all of its interest in patent indemnity
protection with respect to the Equipment . Such assignment of
patent indemnity protection by Lessor to Lessee shall
constitute the entire liability of Lessor for any patent
infringement by Equipment furnished pursuant to this Lease.
(e) THE EQUIPMENT IS DELIVERED AS IS, AND NEITHER
LESSOR, THE SERVICING AGENT NOR THE TRUSTEE MAKE ANY WARRANTY
OR REPRESENTATION, EITHER EXPRESS OR IMPLIED, AS TO THE VALUE,
DESIGN, CONDITION, MERCHANTABILITY, FITNESS OR USEFULNESS FOR
ANY PARTICULAR PURPOSE OR FITNESS FOR THE USE CONTEMPLATED BY
LESSEE OF THE EQUIPMENT, OR ANY OTHER REPRESENTATION OR
WARRANTY WITH RESPECT TO THE EQUIPMENT. NO BREACH OF WARRANTY
SHALL AFFECT THE OBLIGATION OF LESSEE TO REMIT THE LEASE
PAYMENTS PRESCRIBED HEREUNDER. THIS DISCLAIMER IS GIVEN BY
LESSOR, THE SERVICING AGENT AND THE TRUSTEE ONLY AND IS NOT
INTENDED, NOR SHALL IT BE CONSTRUED, TO AMEND, MODIFY OR
OTHERWISE AFFECT THE GUARANTEES AND WARRANTIES, IF ANY,
PROVIDED BY THE MANUFACTURER, WHOLESALE DISTRIBUTOR, OR ANY
OTHER PARTY WITH RESPECT TO THE EQUIPMENT,
r
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Section 11 . Authority; Authorization; Additional
Representations .
follows : (a) Lessee represents, covenants and warrants as
(i) Lessee is a political subdivision of the State
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 .
( ii) The officer of Lessee executing this Lease has
been duly authorized to execute and deliver this Lease, by
appropriate action of the governing body of Lessee,
evidence of such action is attached hereto as Exhibit B,
and Lessee has taken all action and complied with all
applicable procedures necessary to insure enforceability of
this Lease.
( iii) Lessee will not pledge, mortgage or assign this
Lease, or its duties and obligations hereunder, to any
other person, firm or corporation except as provided under
the terms of this Lease.
( iv) The Lease Payment Terms set out on each Payment
Schedule will be calculated in the manner required by this
Lease .
(v) The Equipment will be used during the Lease Term
only to carry out the lawful purposes of Lessee' and that
the location, condition, and use of the Equipment will
comply with all state and federal laws so that no cause of
action will arise which would cause the Lessor, Trustee,
Servicing Agent or Bank to be responsible for any
liability, claim or demand while the Equipment is in the
possession of the Lessee.
(vi) Upon delivery and installation of the Equipment,
Lessee will provide to the Trustee a completed and executed
copy of the Certificate of Acceptance attached hereto as
Exhibit F.
(vii) Lessee will process the acquisition of the
Equipment through competitive bidding pursuant to
applicable law or has determined the same to be exempt from
such competitive bidding.
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(viii) The Equipment will be installed on land located
in the county set forth in Exhibit G, which land is owned
in fee by Lessee, is described on Exhibit G attached hereto
and is free from all liens and encumbrances for borrowed
money except as set forth on Exhibit G.
( ix) In the event any liens are identified on
Exhibit G, Lessee prior to the delivery and installation of
the Equipment shall deliver to Lessor written jqqz. ents from
the holders of any such liens expressly^ consenting to the,
securit interest of the essor i h E i en .
(x) The Equipment is and shall at all times be and
remain personal property. The Equipment or any part
thereof may not 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 that will cause the same to be considered a part
of the realty under State law.
(b) Lessor represents, covenants and warrants as
follows :
( i) Lessor is a corporation 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 .
( ii) Lessor has not and will not pledge, mortgage or
assign this Lease, or its duties and obligations hereunder,
to any other person, firm or corporation except as provided
under the terms of this Lease and the Indenture.
Section 12 . Title. Lessee agrees that it will
a E i e o 1 f Lessor who will then conve
t' t-� t th Lessee shall have title to the Equipment
during the Lease Term, subject and subordinate to the security
interest granted under the Lease to the Lessor .
Section 13 . Security Interest; Liens . (a) In order
to secure all of its obligations hereunder, Lessee hereby: ( 1)
grants to Lessor a first and prior security interest in any and
all rights and interest of Lessee in the Equipment and in all
attachments, accessions , and substitutions thereto, and on any
proceeds therefrom; ( ii) agrees to execute and deliver all
financing statements, certificates of title and other
instruments necessary or appropriate to evidence such security
interest .
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Lessee may replace all or a portion of such Equipment
and Lessor hereby agrees to release its security interest in
such portion of the Equipment; provided, that at or before the
time it releases its security interest, Lessee: (a) grants to
Lessor a first and prior security interest in any and all
Lessee ' s right , title and interest in the replacement equipment
and in all attachments, accessions and substitutions thereto
and on any proceeds therefrom which security interest is
limited to the value of the portion of the Equipment being
replaced; (b) delivers to Lessor an opinion of Independent
Counsel that Lessor has a first priority perfected security
interest - in the replacement equipment to the extent of the
security interest described in the preceding clause (a) ; and,
(c) delivers to Lessor a certification by the vendor thereof
that the replacement equipment is compatible with the
Equipment, does not adversely affect the operation capabilities
of the Equipment and does not reduce or adversely affect the
fair market value of the Equipment .
(b) During the Lease Term, 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, other than the respective rights of
the Trustee, Lessor and Lessee as herein provided as Permitted
Encumbrances . Lessor shall promptly, at Lessee ' s expense, or
cause the Lessee to take such - action as may be necessary to
discharge or remove any such mortgage, pledge, lien, charge,
encumbrance or claim if the same shall arise at any time.
Section 14 . Use; Repairs . Lessee will use the
Equipment in a careful manner for the use contemplated by the
manufacturer for the Equipment, shall take all reasonable steps
to assure that the Equipment is used solely by persons
qualified and trained to do so and shall comply with all laws ,
ordinances, insurance policies and regulations relating to, and
will pay all costs , claims , damages, fees and charges arising
out of its possession, use or maintenance of the Equipment .
Lessee, at its expense, will keep the Equipment in good repair ,
and furnish all parts mechanisms and devices required
therefor . If Lessee fails to maintain the Equipment in
accordance with this Section 14 , the assignee of the Lessor
shall have the right, but not the obligation, to maintain the
Equipment . If the assignee of the Lessor incurs any expense in
maintaining the Equipment for which Lessee is responsible or
liable under this Section 14 , Lessee shall reimburse such
assignee therefor .
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4635R
Section 15 . Alterations . Lessee will not make any
alterations, additions or improvements to the Equipment if the
value of the Equipment affected thereby exceeds $50, 000 without
prior written notice to Lessor unless such alterations,
additions or improvements may be readily removed without damage
to the Equipment or such alterations, additions or improvement
become subject to Lessor ' s security interest in the Equipment
in accordance with the terms and conditions set forth in
Section 13 hereof .
Section 16 . Inspection. Lessor will be entitled to
inspect the Equipment at the location designated by Exhibit G
during reasonable business hours . Such right of inspection
shall be subject to reasonable security arrangements .
Section 17 . Liens and Taxes . Lessee shall keep the
Equipment free and clear of all liens, and encumbrances except
those created under the Lease.
Lessee agrees to pay any charges or taxes ( local,
state and federal) presently or hereafter imposed on the
ownership, leasing, rental , sale, purchase, possession or use
of the Equipment. Lessee ' at its own expense may contest the
assessment of such charges and taxes until it obtains a final
administrative or judicial determination of its liability for
such charges or taxes unless the Equipment is encumbered by any
levy, lien or other type of encumbrance because of Lessee ' s
failure to pay such charges and taxes . If Lessee fails to pay
said charges and taxes when due, the assignee of the Lessor
after consultation with Lessee shall have the right, but shall
not be obligated, to pay said charges and taxes . If such
assignee of the Lessor pays any charges or taxes for which
Lessee is responsible or liable under this Lease, Lessee shall
reimburse such assignee therefor .
Section 18 . Risk of Loss; Damage; Destruction;
Condemnation. Lessee assumes all risk of loss of or damage to
the Equipment from any cause whatsoever , and no such loss of or
damage to the Equipment nor defect therein nor unfitness or
obsolescence thereof shall relieve the Lessee of the obligation
to make Lease Payments or to perform any other obligation under
this Lease. In the event of damage to any item of Equipment,
Lessee will immediately place the same in good repair, and,
when received, shall apply the Net Proceeds of any insurance
recovery to the costs incurred in making such repairs . If
Lessor determines that any item of Equipment is lost, stolen,
destroyed or damaged beyond repair or if any of the Equipment
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is taken by condemnation, Lessee will either (a) replace the
same with equipment of equivalent value and usefulness in good
repair , or (b) on the next Principal Payment Date, pay Lessor
the Prepayment Option Amount with respect to such Equipment.
Notwithstanding any other provision of this Lease to
the contrary, in the event the Lessee elects to make the
payment referred to in the preceding paragraph, the Lease
Payments to be made by the Lessee shall be reduced to reflect
such payment . Any Net Proceeds paid to Lessee as a result of
condemnation of all or any part of the Equipment shall be
applied by it as set forth in (a) or (b) of the preceding
paragraph. Any Net Proceeds of insurance, or compensation paid
to Lessor as a result of the loss of , theft of, destruction of,
damage beyond repair to or condemnation of all or any part of
the Equipment shall be applied as set forth in (a) or (b) of
the preceding paragraph.
Section 19 . Insurance.
(a) Liability Insurance. Upon receipt of possession
of the Equipment, (to the extent that such risk is not barred
by the Texas Tort Claim Act) , Lessee shall take such measures
as may be necessary to assure 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 or any part thereof is covered by a
blanket or other general liability insurance policy maintained
by Lessee .
(b) Property Insurance. In a manner consistent with
State law, upon receipt of possession of the Equipment or
earlier, if required by the terms of the sale with a vendor,
Lessee shall have and assume the risk of loss with respect
thereto . Lessee shall obtain and maintain continuously in
effect during the Term of this Lease, including any extensions ,
from whatever source legally available, all-risk insurance
(including flood and earthquake coverage, if applicable) . If
any such policy is obtained or caused to be obtained from a
private insurer, then such coverage is 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 or any part thereof damaged or destroyed
or to pay the applicable Prepayment Option Amount of the
Equipment, whichever sum is higher . Such insurance may be
provided by a rider to an existing policy or under a separate
policy. Such insurance may be written with customary
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4635R
deductible amounts . The Net Proceeds of insurance required by
this Section shall be applied to the prompt repair, restoration
or replacement of the Equipment, unless the Lessee elects not
to repair, restore or replace the Equipment in which case the
Net Proceeds will be applied to the Lease Payments due
hereunder in inverse order of due date. If the Lessee elects
to have the proceeds applied to the repair,- restoration and
replacement of Equipment, then any Net Proceeds in excess of
the costs of the repair, restoration or replacement shall be
applied as a credit to the Lease Payments due hereunder in
inverse order of due date. Any remaining Net Proceeds shall be
applied ,to amounts due Lessor, thereafter to Lessee.
All Net Proceeds of insurance with respect to the
Equipment shall be deposited in an Insurance Fund to be
established by the Trustee under the Indenture, if necessary.
(c) Worker ' s Compensation Insurance. If required by
State law, Lessee shall carry Worker ' s Compensation Insurance
covering all employees on, in, near or about the Equipment, and
upon request, shall furnish to Lessor certificates evidencing
such coverage throughout the Term of this Lease.
(d) Requirements For All Insurance. All insurance
Policies including all applicable riders, addenda, clauses or
otherwise, required by this Article shall be obtained from 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 materially
revise coverage thereunder without giving written notice to the
insured parties at least thirty (30) days before the
cancellation or revision becomes effective. All insurance
policies , riders, addenda, clauses or letters of coverage
required by Section 18(a) and (b) shall name Lessee, Lessor,
and the Trustee as insured party for the benefit of the owners
of the Certificates —
(e) Indemnification of Lessor . Lessee shall and does
hereby agree to protect and save Lessor and its assignee
harmless against any and all losses or damage to the Equipment
by fire, flood, explosion, tornado, or theft and Lessee shall
and does hereby assume all liability to any person whomsoever
arising from the location, condition or use of the Equipment ,
and shall indemnify and does indemnify Lessor and its assignee
of and from all liability, claim and demand whatsoever arising
from the location, condition, or use of the Equipment, and
6F
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4635R
growing out of any cause, including alleged imperfections or
defects in Equipment, and from every other liability, claim and
demand whatsoever during the term of this Lease or arising
while the Equipment is in possession of Lessee. Lessee also
agrees to promptly pay or , reimburse the Trustee, in cash, for
any taxes paid by Trustee in connection with, or arising out
of, this Lease including without limitation any and all ad
valorem property taxes levied against the Equipment, and sales
taxes or use taxes imposed on Lessee, Lessor, or the Trustee.
Section 20 . Indemnification. The Lessee agrees to
comply with the terms of this Lease, including the payment of
the Lease Payments and assures the Lessor that in the event
there is a default on its part hereunder it will pay to the
Lessor, the Bank, the Tender Agent, the Trustee or the
Remarketing Agent any monetary losses ( including court costs
and attorney' s fees) such party may suffer thereby.
Section 21 . Prepayment Option. Provided that there
is not then existing an Event of Default, or an event which
with notice or lapse of time, or both, could become an Event of
Default, Lessee will have the right to prepay all or part of
its obligations hereunder .' The Lessee shall identify the
Principal Payments due on the Equipment it wishes to prepay,
which must be in integral multiples of $5, 000 , and the interest
required to be paid thereon through the Prepayment Option Date
and shall notify the Servicer, the Trustee, and the Tender
Agent .
For an Annual Lease, such prepayment must occur 125
days prior to any June 15 , on which date the prepayment
purchase option shall be deemed to have been exercised. The
Prepayment Option Amount is the sum of Principal Payments -
remaining unpaid on the Equipment, interest on all such
Principal Payments to the June 15 Prepayment Purchase Option
Date, and ' Additional Rents to be incurred through the
Prepayment Option Date which are unpaid. The Lessee shall
direct the Trustee to deposit the Prepayment Purchase Option in
the Redemption Account and to use such funds to redeem
Certificates on the succeeding June 15 .
For a Fixed Rate Lease, prepayment must occur 125 days
prior to any August 1 or February 1 Interest Payment Date, on
which date the prepayment purchase option shall be deemed to
have been exercised. The Prepayment Option Amount is the sum of
( 1) Principal Payments on the Equipment remaining unpaid, (2)
interest on all Principal Payments remaining unpaid through the
�l/a 7
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b v < F
succeeding Interest Payment Date, (3) Additional Rents to be
incurred throu h the Prepayment Option Date which are unpaid,
and (4) a premium computed as a percen age of he Principal
Payments remaining unpaid as stated in the following table if
the Prepayment Option Date will occur on a date that is equal
to or less than the number of years stated in the following
table after the Acquisition Fund Draw for such Equipment :
Premium Percentage
Number of Years 3-Year Lease 5-Year Lease 7-Year Lease
1 3% 6% 8%
2 3% 6%
3 4%
4 2%
The Lessee shall direct the Trustee to deposit the Prepayment
Option Amount in the Redemption Account and to use such funds
to redeem Certificates on the succeeding Interest Payment Date.
Upon satisfaction by Lessee of such prepayment
conditions, Lessor will release any and all of its rights and
interests in the Equipment to Lessee as is, without warranty
express or implied, except that Lessor will warrant to Lessee
that the Equipment is free and clear of any liens or other
encumbrances created by Lessor .
If, on the final Lease Payment Date, provided that
there is not then existing an Event of Default, or an event
which with notice or lapse of time, or both, could become an
Event of Default, Lessee tenders the final Lease Payment ,
Lessor will release any and all of its rights and interest in
the Equipment to Lessee as is, without warranty express or
implied except that Lessor will warrant to Lessee that the
Equipment is free and clear of any liens or other encumbrances
created by 'Lessor .
Section 22 . Assignment . Lessee may not assign,
transfer, pledge, hypothecate or grant any security interest
in, or sublet or otherwise dispose of, or lend this Lease or
the Equipment or any interest in this Lease or the Equipment
(except to the Lessor) , or permit the Equipment to be operated
by anyone other than Lessee, Lessee ' s employees or persons
authorized by Lessee in connection with Lessee' s operation of
the Equipment .
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Lessee hereby consents to Lessor ' s assignment of its
rights and interest in and to this Lease, the Equipment, and
any other documents executed with respect to this Lease to the
Trustee. Upon such assignment, the Trustee shall have no
liability with respect to any covenants, representations or
warranties made by Lessee or any covenants and representations
of the Lessor.
Section 23 . Events of Default . An Event of Default
means the occurrence of any one of the following events :
(a) Lessee fails to make any Lease Payment (or any
other payment) , as it becomes due in accordance with the terms
of this Lease and any such failure continues for five (5) days
after the due date thereof;
(b) Lessee fails to perform or observe any other
covenant, condition, or agreement to be performed or observed
by it hereunder, provided that for any such covenant,
condition, or agreement other than as set forth in Sections 11 ,
13 , 16 and 20 hereof, Lessee shall not be in default hereunder
unless such failure is not cured within twenty (20) days after
written notice thereof by' Lessor, the Service Agent or the
Trustee;
(c) The discovery by Lessor, the Service Agent or the
Trustee that any material statement, representation, or
warranty made by Lessee in this Lease or in any writing ever
delivered by Lessee pursuant hereto . or in connection herewith
is false, misleading, or erroneous in any material respect as
of the date when made;
(d) Any material provision of this Lease or the
Certificates shall cease to be valid and binding, or the Lessee
shall contest any such provision, or the Lessee or any agent or
trustee on' behalf of the Lessee shall deny that it has any
further liability under this Lease or the Certificates; or
(e) Lessee becomes insolvent or admits in writing its
inability to pay its debts as they mature or applies for ,
consents to, or acquiesces in the appointment of a trustee,
receiver or custodian for the Lessee or a substantial part of
its property; or in the absence of such application, consent or
acquiescence, a trustee, receiver or custodian is appointed for
Lessee or a substantial part of its property and is not
discharged within sixty ( 60) days; or any bankruptcy,
reorganization, debt arrangement, moratorium, or any proceeding
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under any bankruptcy or insolvency law, or any dissolution or
liquidation proceeding, is instituted by or against Lessee and,
if instituted against Lessee, is consented to or acquiesced in
by Lessee or is not dismissed within sixty (60) days .
Section 24 . Remedies . Upon the occurrence of an
Event of Default, and as long as such Event of Default is
continuing, Trustee (as assignee of the Lessor) may, at its
option, exercise any one or more of the following remedies :
(a) By written notice to Lessee, with a copy to the
Lessor, - declare the following amounts to be due on the third
Business Day after the taxes levied by the Lessee at its next
annual tax levy become delinquent :
(i) with respect to an Annual Rate Lease, the sum of
Principal Payments remaining unpaid on the Equipment,
interest on all such Principal Payments to the due date
declared herein, and Additional Rents incurred and unpaid
on the due date declared herein.
( ii) with respect to a Fixed Rate Lease, the sum of
Principal Payments remaining unpaid on the Equipment,
interest on all such Principal Payments to the due date
declared herein, Additional Rents incurred and unpaid on
the due date declared herein, and a premium computed as a
percentage of the Principal Payments remaining unpaid as
stated in the following table if the due date declared
herein will occur on a date that is equal to or less than
the number of years stated in the following table after the
Acquisition Fund Draw for such Equipment :
Number of Years 3-Year Lease 5-Year Lease 7-Year Lease
1 3% 6% 8%
2 3% 6%
3 4%
4 2%
(b) By written notice to Lessee with a copy to the
Lessor, request Lessee to promptly surrender possession of the
Equipment to Lessor and permit Lessor or any party designated
by Lessor quiet enjoyment and use of the Equipment;
(c) By written notice to Lessee, with a copy to the
Lessor, request the Equipment be transported, insured and
freight prepaid in an amount equal to the freight charge to any
destination- as designated by the Trustee;
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(d) Take immediate possession of and remove the
Equipment;
(e) Sell or lease the Equipment for the account of
Lessee or lease the Equipment for the account of Lessee,
holding Lessee liable for all Lease Payments and other payments
due to the effective date of such selling, leasing or
subleasing and for difference between the purchase price,
rental and other amounts paid by the purchaser, lessee or
sublessee pursuant to such sale, sublease or lease and the
amounts payable by Lessee hereunder; and
(f) Exercise any other right, remedy or privilege
which may be available to it under applicable laws of the State
of Texas, or any other applicable law, or proceed by
appropriate court action to enforce the terms of this Lease or
to recover damages for the breach of this Lease or to rescind
this Lease as to any or all of the Equipment .
In addition, Lessee will remain liable to the extent
permitted by law for all covenants and indemnities under this
Lease and for expenses, including court costs when and if
deemed appropriate and awarded by a court of competent
jurisdiction, incurred by Lessor or its assignee with respect
to the enforcement of any of the remedies listed above or any
other remedy available to Lessor , when it is finally
adjudicated by a court of competent jurisdiction that Lessee is
in default of this Lease.
(g) As a supplement to or as an alternative to any
one or more of the foregoing remedies, the Trustee, the Bank,
or Lessor may institute a mandamus action to require Lessee to
comply with the covenants made by Lessee herein and the
resolution which is attached as Exhibit B.
Section 25 . Appointment of Service Agent . The Lessor
hereto hereby appoints the Servicing Agent, as an independent
contractor, to perform the duties ascribed to such person by
the provisions hereof, but may select a different Service Agent
at any time.
Section 26 . Notices . All notices to be given under
this Lease shall be made in writing and personally delivered or
mailed by certified mail , postage prepaid, return receipt
requested, to the other party at its address set forth at the
conclusion of this Lease Purchase Agreement or at such address
as the party may provide in writing from time to time.
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e }
a V y U t
Section 27 . Section Headings . All section headings
contained herein are for the convenience of reference only and
are not intended to define or limit the scope of any provision
of this Lease.
Section 28 . Governing Law. This Lease shall be
construed in accordance with, and governed by, the law of the
State of Texas .
Section 29 . Delivery of Related Documents . Lessee
will execute or provide, as requested by the Service Agent, the
Lessor or the Trustee, such other documents and information as
are reasonably necessary with respect to the transactions
contemplated by this Lease.
Section 30 . Entire Agreement; Waiver . This Lease,
together with the Certificate of Acceptance and other
attachments hereto, and other documents or instruments executed
by Lessee and Lessor in connection herewith, constitute the
entire agreement between the parties with respect to the lease
of the Equipment, and this Lease shall not be modified,
amended, altered, or changed except with the written consent of
the Lessee and Lessor . Any provision of this Lease found to be
prohibited by law shall be ineffective to the extent of such
prohibition without invalidating the remainder of this Lease.
The waiver by Lessor of any breach by Lessee of any term,
covenant or condition hereof shall not operate as a waiver of
any subsequent breach thereof .
Section 31 . Failure of Vendor to Perform. Lessor
shall have no liability or obligation to Lessee for failure of
any vendor to perform in accordance with the provisions of any
contract or agreement to acquire the Equipment; and no -
obligation of Lessee hereunder shall be terminated, reduced or
otherwise affected by any such failure .
Section 32 . Execution in Counterparts . This Lease
may be executed in several counterparts, each of which shall be
deemed an original , and all of which shall constitute but one
and the same instrument .
Section 33 . Trust Indenture. Lessee hereby
acknowledges that, pursuant to the Indenture and in
consideration of the receipt of the proceeds from the sale of
Certificates of Participation in the Lease, Lessor has assigned
the Lease to the Trustee for the holders of the Certificates ,
first, and for the Bank, second. However, Lessor has retained
57—r-Z-1611-7
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4635R
its obligation to provide funds to Lessee for a certain portion
of payments to be made under the Lease. Simultaneous with such
assignment, in further consideration of receipt of the sales
proceeds, Lessor has granted to the Trustee a security interest
in such sales proceeds to secure the performance of the
obligations of the Lessee under the Lease. Lessee hereby
acknowledges and consents to such security interest .
Section 34 . Additional Equipment . If Lessee elects
to acquire Equipment in addition to the Equipment listed on
Exhibit A hereto, Lessee may add such Equipment to Exhibit A
and obtain an Acquisition Fund Draw to purchase and lease the
Equipment, in the same manner as Equipment listed on Exhibit A
on the Closing Date, subject to the terms of the Lease and
availabilit of sufficient mone in the Ac isition Fund. Any
Equipment financed and leased pursuant to this Lease, and all
Equipment listed in Lessee ' s Annual Demand Survey, will be
added to Exhibit A, so that at all times it reflects Equipment
leased and to be leased hereunder . The acquisition of any such
additional equipment s hall not affect the Lessor ' s security
interest in the Equipment or any other terms or conditions of
this Lease applicable to the Equipment .
Section 35 . Payment on Non-Business Day. If pursuant
to the terms of this Lease any payment is due or obligation is
to be discharged on a day other than a Business Day, such
payment shall become due or obligation shall be discharged on
the next succeeding Business Day.
Section 36 . Financial Information. During the Lease
Term, Lessee annually will provide the Service Agent and the
Bank with current financial statements, budgets, proof of
compliance with the covenant with respect to the appropriation
and budgeting for the ensuing Fiscal Year and such other
financial information relating to the ability of Lessee to
continue this Lease as may reasonably be requested by Lessor or
its assignee .
Section 37 . Binding Effect . This Lease shall inure
to the benefit of and shall be binding upon Lessor and Lessee
and their respective successors and assigns . Lessee hereby
acknowledges and consents to the assignment of this Lease by
the Lessor to the Trustee under and pursuant to the Trust
Indenture and agrees as follows :
4635R -35-
(a) to make each Lease Payment provided for herein
directly to the Trustee so long as any Certificates shall be
Outstanding and unpaid, free and clear of any set-offs or
counterclaims whatsoever;
(b) not to seek to recover any payment made to the
Trustee pursuant to the Indenture once such payment is made; and
(c) that, so long as any Certificates shall be
Outstanding and unpaid, all rights of the Lessor as lessor ,
with respect to this Lease, the Equipment or any part thereof,
shall- be exercisable by the Trustee.
Section 38 . Limitation of Liability. Execution and
delivery of this Lease is authorized by the governing body of
Lessee, and after completion and delivery of the Exhibits
hereto attached in a form and substance satisfactory to the
Trustee, the Trustee is authorized to deliver the same on
behalf of the Lessor . By the acceptance of this Lease, any
holder or assignee hereof understands and accepts that the
members of the governing body and Authorized Officers of Lessee
are not personally liable for the payment of any claim or the
performance of any obligation hereunder; that this Lease is
executed and made part of the trust estate (as that term is
defined by the Trust Indenture) and that any recourse hereunder
or upon the Certificates is limited to revenues, funds and
taxes which secure the indebtedness evidenced by the
Certificates .
Section 39 . Severability. 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 40 . Amendments , Changes and Modifications .
This Lease' may be amended by agreement among Lessor , the
Trustee and Lessee, provided any such amendment shall be
subject to the provisions of the Indenture. Subject to the
approval of the Trustee, Lessor and Lessee may consent to
amendment of this Lease to the extent permitted by law for the
purpose of curing any ambiguity, formal defect or omission or
providing additional security or to meet any requirements
imposed by any law or laws of the State or any order,
regulation or ruling. The Lessee and the Lessor may execute a
Lease Supplement, substantially in the form of Exhibit C
hereto, in order to fulfill the conditions of Section 8 of this
Lease, and the Trustee ' s disbursement of an Acquisition Fund
Draw will be deemed to be consent thereto .
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Section 41 . Further Assurances and Corrective
Instruments . Lessor and Lessee agree that they will , from time
to time, execute, acknowledge and deliver, or cause to be
executed, acknowledged and delivered, such supplements hereto
and such further instruments as may reasonably be required for
conferring or affirming Lessor ' s ownership interest in and to
the Equipment (subject to this Lease) , for correcting any
inadequate or incorrect description of the Equipment hereby
leased or intended so to be, for indicating the closing date
and for carrying out the expressed intention of this Lease.
Section 42 . Tax Covenant . The Lessee recognizes that
the Holders of the Certificates from time to time will have
accepted them on, and paid therefor a price which reflects, the
understanding that interest on the Certificates is exempt from
federal income taxation under laws in force at the time the
Certificates shall have been delivered. In this connection the
Lessee covenants that it will not take or omit to take any
action which may render the interest on any of the Certificates
subject to federal income taxation, that it will use the
proceeds of the Certificates and any other funds of the Lessee
in such a manner that the use thereof, as reasonably expected
by the Lessee at the time of issuance of the Certificates,
would not cause the Certificates to be "arbitrage bonds" under
Section 103(c) of the Internal Revenue Code of 1954 , as
amended, and the regulations thereunder and that it will not
permit at any time any proceeds of the Certificates or any
other funds of the Lessee to be used, directly or indirectly,
in a manner which would result in the exclusion of the interest
on any Certificate from the exemption from federal income tax
otherwise afforded by Section 103(a) of the Code. The
president, the secretary and other officers and employees of
the Lessee shall execute and deliver from time to time, on
behalf of the Lessee, such certificates, instruments and
documents as shall be deemed necessary or advisable to evidence
compliance ' by the Lessee with said Section 103(c) and the
regulations thereunder with respect to the use of the proceeds
of the Certificates . Such certificates , instruments and
documents may contain such stipulations as shall be necessary
or advisable in connection with the stated purpose of this
Section and the foregoing provisions hereof, and the Lessee and
Trustee hereby covenant and agree to comply with the provisions
of any such stipulation throughout the term of the Certificate .
Section 43 . Time of Essence . . Time is of the essence
in this Lease.
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Section 44 . No Usury. Any provisions contained
herein to the contrary notwithstanding, neither Lessor nor the
Trustee shall be entitled to receive or collect, nor shall
Lessee be obligated to pay, interest on any amounts owing to
Lessor or the Trustee pursuant to this Lease in excess of the
maximum rate of interest permitted by applicable law, including
Section 717k-2 , Vernon' s Annotated Taxes Civil Statutes , and if
any provision herein shall ever be construed or held to permit
the collection or to require the payment of any amount of
interest in excess of that permitted by applicable law, the
provisions of this section shall control and shall override any
contrary or inconsistent provision herein. The intention of
the parties being to conform strictly to the usury limitations
under applicable law, this Lease shall be held subject to
reduction to the amount allowed under said applicable law as
now or hereafter construed by the courts having jurisdiction.
The term "applicable law" as used in this section shall mean
the law of the State of Texas or the law of the United States,
whichever law allows the greater rate of interest, as such laws
now exist or may be changed or amended or come into effect in
the future.
Section 45 . Consent to Jurisdiction; Waiver of
Immunities .
(a) In any action or proceeding arising out of or
relating to this Lease, Lessee hereby irrevocably submits to
the jurisdiction of any state or federal court sitting in the
county in which the Trustee is located, provided such location
is in the State, and Lessee hereby irrevocably agrees that all
claims in respect of such action or proceeding may be heard and
determined in such Texas State or Federal court . Lessee hereby
irrevocably waives, to the fullest extent it may effectively do -
so, the defense of an inconvenient forum to the maintenance of
such action or proceeding. Lessee agrees that a final judgment
in any such' action or proceeding shall be conclusive and may be
enforced in any other jurisdictions by suit on the judgment or
in any other manner provided by law.
(b) Nothing contained in subsection 45(a) above shall
affect the right of Lessor or the Trustee to bring any action
or proceeding against Lessee in the courts of any other
jurisdictions .
(c) To the extent that Lessee has or hereafter may
acquire any immunity from jurisdiction of any court or from any
legal process (whether through service of notice, attachment
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prior to judgment, attachment in aid of execution, execution or
otherwise) with respect to itself or its property, Lessee
hereby irrevocably waives such immunity in respect of its
obligation under this Lease.
Section 46 . Execution. The duly authorized officers
of the Lessee have been authorized to execute and deliver the
Lease and other instruments and certificates as may be
reasonably required in connection with the sale and purchase of
the Certificates and to consent to such changes in the terms of
the Lease as may be reasonably necessary in connection with
such delivery. ByA execution and delivery of the Lease, such
officers of the Lessee or either of them have consented to all
changes in the terms of the Lease and have found them to be
reasonably necessary in connection with the sale and purchase
of the Certificates and delivery of the Lease.
Section 47 . Election of Lease Interest Rate Mode.
Lessee hereby elects the following interest rate mode with
respect to all Acquisition Fund Draws . The lease interest rate
mode elected is ( insert either Fixed Rate or Annual Rate)
Such election may not be changed
without prior receipt of an opinion of nationally recognized
tax counsel that such change will not affect the exemption from
federal income taxation of the Interest Component on the
Certificates and without the prior written consent of the Bank
and the Lessor .
Section 48 . Effect of Restated and Amended Lease
Purchase Agreement . Upon its execution, this Restated and
Amended Lease Purchase Agreement will supersede the Lease
Purchase Agreement executed by the parties dated as of
August 1 , 1986, which will be of no further force and effect .
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4635R
IN WITNESS WHEREOF, Lessor has caused this Lease to be
executed in its name by its duly authorized officer; and Lessee
has caused this Lease to be executed in its name by its duly
authorized officer .
LESSOR: Houston-Galveston-Equip-
-ment Finance Corporation
Address of Lessor : By:
Name:
Title:
LESSEE:
Address of Lessee: By:
Name:
Title:
ATTEST (LESSEE) :
By:
Approved: Name :
Title:
Texas Commerce Bank National
Association, as Trustee (District Seal)
By:
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The Servicing Agent accepts the appointment made by Section 25
hereof and agrees to perform the duties hereunder .
Address of Servicing Servicing Agent :
Agent : By:
Name:
Title:
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EXHIBIT A
Demand Survey Supplement
As of the date of this Lease, the Lessee reasonably
expects to lease pursuant to this lease the Equipment listed
below. This list may be amended to delete Equipment or
substitute or add other items of Equipment .
Expected
Anticipated Purchase Date
Category of Equipment Cost (mo/yr)
1 . Demountable Buildings
(describe; location; if
known)
2 . Automobiles
3 . Trucks / Equipment $500,000 5/87
$500,000 10/88
4 . Furniture (specify
major purchases)
5 . Cafeteria Equipment
(specify major purchases)
6 . Demountable Fixtures
(described; location,
if known)
&P� 7
1 1 9 5 b
Exhibit "B"
d
Expected
Anticipated Purchase Date
Category of Equipment Cost (mo/yr)
7 . Heating and Cooling
Systems that can be
moved ( location, if
known)
8 . Buses
9 . Copy Machines
10 . Telephone $100,000 12/86
11 . Portable Structures
(described; location, if
known)
12 . Computers (departments $400,000 9/86
or use, if known) $500,000 10/87
13 . Street Lighting
( location, if known)
14 . Other (specify)
L 1 9 b