Agenda 12/15/2009 Item #16F 5
Agenda Item No. 16F5
December 15, 2009
Page 1 of 19
EXECUTIVE SUMMARY
Recommendation to adopt a Resolution #2010- and approve and authorize the
Chairman to sign a lease-purchase agreement and all accompanying documents with
Government Capital Corporation for the replacement of one (I) ambulance for Emergency
Medical Services for five (5) annual payments of $41,575.74 for a total of $207,878.70.
OBJECTIVE: To receive approval fi'om the Board of County Commissioners to replace one
(1) ambulance via a five-year lease, with $1 buyout at the end of the lease tenn, to bring the fleet
of ambulances more in line with the Fleet Management recommended replacement schedule.
CONSIDERATIONS: Emergency Medica] Services (EMS) currently has thirty-two (32)
ambulances availab]e for service. Two (2) trucks scheduled for replacement in 2008 were not
funded, Four (4) more scheduled for replacement in 2009 wcre not funded. Of the four (4)
scheduled for replacement in 2010, two (2) were moved to FYI 1 and one (I) was budgeted as a
five-year lease-purchase, the last onc (J) was not funded. This leavcs a dcficiency of seven (7)
ambulances.
On November] 0, 2009, Agcnda Item ] 6.F.5, the Board approved the purchase of three (3)
ambulances using excess Carry Forward resulting from revcnues exceeding budget and lower
than expected expenditures during FY09. As indicated above, one (I) additional replacement
was budgeted as a ]ease purchase with the first annual lease payment in FYIO and staff is
seeking approval of the leasc-purchase agreement to fund that replacement through the Florida
Sheriffs Association Cooperative Bid li)r Fire Rescue Vehicles and Othcr F]cet Equipment #08-
08-0909. This will reduce the deficiency from seven (7) to three (3), as well as rcduce the
number of breakdowns and the potentia] safety/liability issue.
FISCAL IMPACT: Funds in the amount 01'$4] .575.74 are available in EMS Fund 490.
LEGAL CONSIDERATIONS: This item has been reviewed and approved by the County
Attorney's Office and is legally sufficient for Board aetion--SRT.
GROWTH IMPACT: There is no Growth Management Impact resulting from this action,
RECOMMENDATION: That the Board of County Commissioners:
I. Adopt Resolution #20JO-_~ regarding a lease purchase agreement; and
2. Approve and authOlize the Chainnan to sign the following:
a. Florida Municipa] Lease-Purchase Agreement
b. Exhibit 13 - Schedule of Payments and Option to Purchase Price
c. Incumbency, Insurance, and Essential Use Certificate
d. Escrow Agreement (in triplicatc)
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PREPARED BY: Artie Bay, Supervisor, Emergency Medical Services
Item Number:
Ilem Summary:
Meeting Dale:
Agenda Item No. 16F5
December 15, 2009
Page 2 of 19
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
16F5
Recommendation to adopt a Resolution #2010-_ and approve and authorize the
Chairman to sign a lease-purchase agreement and all accompanying documents with
Government Capital Corporation for the replacement of one (1) ambulance for Emergency
Medical Services for five (5) annual payments of $41 ,575.74 for a total of $207,878.70.
12/15/20099:00:00 AM
Prepared By
Artie Bay
Bureau of Emergency
Services
Senior Administrative Assistant
Date
Approved By
EMS
1213120092:44:38 PM
Jeff Page
Bureau of Emergency
Services
Chief - Emergency Medical Services
Date
EMS Operations
1213120092:52 PM
Approved By
Diana Deleon
Administrative Services
Division
Contracts Technician
Date
Purchasing & General Services
1213120093:10 PM
Approved By
Dan E. Summers
Bureau of Emergency
Services and Emergency
Management
Director of Emergency Services
Date
Bureau of Emergency Services and
Emergency Management
1213120094:08 PM
Approved By
Scott R. Teach
County Attorney
Deputy County Attorney
Date
County Attorney
12/412009 11 :49 AM
Approved By
Steve Carnell
Administrative Services
Division
Director - Purchasing/General Services
Date
Purchasing & General Services
1214120093:06 PM
Approved By
OMS Coordinator
County Manager's Office
Date
Office of Management & Budget
1214120093:48 PM
Approved By
Sherry Pryor
Office of Management &
Budget
Management! Budget Analyst, Senior
Date
Office of Management & Budget
12/71200910:13 AM
Agenda Item No. 16F5
December 15, 2009
Page 3 of 19
Approved By
Jeff Klatzkow
County Attorney
Date
12/7/20092:29 PM
Approved By
John A. Yonkosky
Office of Management &
Budget
Director. Management and Budget
Date
Office of Management & Budget
12/8120099:09 AM
CORPORATE OFFICE
345 Miron Drive
SoulbJake, TX 76092
8174215400
800 8831199
8174888477 Fax
REGIONAL OFFICES
303 Highway:51 South
Brookhaven, MS 39601
_~Ol 8236000
1 8236009 Fax
3405 Rockwood
Enid, OK 73703
580 7471911
8174888477Fax
3106 Lakcficld Way
Sugarland, TX 71419
281 565 6S4S
2814917820 Fax
2384 Highway 59 East
Beeville, TX 78t 02
361362-2760
361 362-2763 Fax
-@-
Agenda Item No. 16F5
December 15, 2009
Page 4 of 19
GOVERNM~NT CAPITAL
November 9, 2009' Revised
Lyn Wood
C/o Artie Bay ArtleBay@colliergov.net
Collier County
Naples, FL
239-252-2667
Iynwood@colllergov.net
Dear Artie,
Thank you for the opportunity to present proposed financing for the County, I understand
you are considering the acquisition of a new ambulance and are Interested In possibly
utilizing lease purchase financing, I am submitting for your review the following proposed
financing structure:
LESSOR:
LESSEE:
FINANCING STRUCTURE:
Government Capital Corporation
Collier County, Florida
Tax Exempt Lease/Purchase w/ $1.00 purchase
$ 182,751.00
5 Payments
4.55%
$ 41,651,65
September 15, 2010 and annually thereafter
APPROX EQUIPMENT COST:
ANNUAL TERM:
INTEREST RATE:
PAYMENT AMOUNT:
1ST PAYMENT DUE
FinBnclng 'or these projects would be simple, 'ut and eBSY due to the 'Bet thBt:
. We have an existing working relationship with your company.
. This transaction Is already approved; we have financial statements on file, expediting the
process (We will also need current year statements).
. The County's legal counsel Is familiar with our documentation,
The above proposal is subject to audit analysis, assumes bank Qualification and refiects
current market conditions. The above payment amount includes all applicable fees
assodated with the transaction expressed in annual compounding. If funding occurs more
than 15 days from proposal issue date, we reserve the right to Index to the then current
market.
Our flnance programs are extremely flexible and our goal is total customer satisfaction. If
you have any Questions regarding other payment terms, frequencies or conditions, please
feel free to call me.
With Best Regards,
Ste:p~
Stephanie Cates
Client Services
'YOUR PUBLiC FINANCE PARTNER"
Agenda Item No. 16F5
December 15. 2009
Page 5 of 19
FLORIDA MUNICIPAL LEASE-PURCHASE AGREEMENT
THIS FLORIDA MUNICIPAL LEASE~PURCHASE AGREEMENT No 5377 (hereafter referred to as "Agreement") dated as of
December 15, 2009, by and between Government Capital Corporation, a Texas Corporation (herein referred to as "Lessor"),
and Collier County Board of County Commissioners, a political subdivision or agency of Florida (hereinafter referred to as
"Lessee").
follows:
WITNESSETH: In consideration of the mutual covenants and conditions hereinafter set forth, the parties hereto agree as
1. Term and Payments. Lessor hereby leases to Lessee and Lessee hereby leases from Lessor the property
described in Exhibit A hereto (hereinafter, with all replacement parts, substitutions, proceeds, increases, additions, accessions,
repairs ~nd accessories incorporated therein or affixed thereto, referred to as the "Property") for the amounts to be paid in the sums
(the "Lease Payments") and on the dates (the "Lease Payment Dates") set forth in Exhibit B hereto. Except as specifically provided
in Section 2 hereof, the obrigation of the Lessee to make the Lease Payments called for in Exhibit B hereto shall be absolute and
U.1conditional in all events and shall not be subject to any set-off, defense, counterclaim or recoupment for any reason. The tenn of
the lease hereunder shall commence upon the dated date of the lease and shall continue until the end of the Lessee's current fiscal
period and thereafter for such additional fiscal periods as are necessary to complete the anticipated total lease term as set forth In
Exhibit B, unless earlier terminated as provided herein. All payments will be made in accordance with Chapter 218, Florida Statutes,
also known as the "Local Government Prompt Payment Act".
2. Renewal and Non-Appropriation. Lessee agrees that it will take all necessary steps and make timely requests
for the appropriation of funds to make all Lease Payments called for under Exhibft 8, and use its best efforts and take all steps to
cause such appropriations to be made. In the event that (i) funds f-or the succeeding fiscal period cannot be obtained, (ii)Lessee
has exhausted all legally available means for making payment called for under this Agreement, (iii) Lessee has invoked and
diligently pursued all legal procedures by which payment calied for under this agreement may be made, (Iv) such failure to obtain
funds has not resulted from any act or failure to act of Lessee, (v) Lessee has not acquired, and has no intent to acquire during the
subsequent fiscal period, items of property having functions simflar to those the Property or which provide similar benefits to Lessee,
and (vi) no funds have been appropriated for the acquisition of such property, Lessee may terminate this Agreement at the end of
any fiscal period during the payment schedule set forth in Exhibit B by gJving notice to Lessor or its successors at least sixty (60)
days prior to the first day of such fiscal period for which appropriations cannot be made. Such failure to obtain proper appropriation
and approval of the full amount of funds necessary to make required payments hereunder during any fiscal period subsequent to the
current fiscal period shall terminate all Lessee's right, title and interest in and obligations under this Agreement and to all the
Property, effective on the last day of the last fiscal pE!riod for which appropriation or approval was properly obtained.
3. Taxes. In addition to the Lease Payments to be made pursuant to Section 1 hereof, Lessee agrees to indemnify
and hold Lessor harmless from and against and to pay Lessor, as additional rent, on demand, an amount equal to all licenses,
assessments, sales, use, real or personal property, gross receipts or other taxes, levies, imposts, duties or charges, if any, together
with any penalties, fines, or interest thereon imposed against or on Lessor, Lessee or the Property by any governmental authority
upon or with respect to the Property or the purchase, ownership, rental, possession, operation, return or sale of, or receipt of
payments for, the Property, except any Federal or state income taxes, if any, payable by Lessor. Lessee may contest any such taxes
prior to payment provided such contest does not involve any risk of sale, forfeiture or loss of the Property or any interest therein.
Lessee is sales tax exempt pursuant to Chapter 212, Florida Statutes.
4. Lessee's Covenants and Representations. Lessee covenants and represents as follows:
(a) Lessee represents, and will provide an opinion of its counsel to the effect that, it has full power and authority
to enter into this Agreement which has been duly authorized, executed, and delivered by Lessee and is a valid and binding obligation
of Lessee enforceable in accordance with its terms, and all requirements for execution, delivery and performance of this Agreement
have been, or will be, complied with in a timely manner;
(b) All Payments hereunder have been, and "viII be, duly authorized and paid when due out of funds then on hand
and legally available for such purposes; Lessee will, to the extent permitted by State law and other terms and conditions of this
Agreement, include in its budget for each successive fiscal period during the term of this Agreement a sufficient amount to permit
Lessee to discharge all of its obligations hereunder, and Lessee has budgeted and available for the current fiscal period sufficient
funds to comply with its obligations hereunder;
(c) There are no pending or threatened lawsuits or administrative or other proceedings contesting the authority
for, authorization of performance of, or expenditure of funds pursuant to, this Agreement;
Cd) Information supplied and statements made by Lessee in any financial statement or current budget prior to or
contemporaneously with the Agreement are true and correct;
(e) Lessee has an immediate need for, and expects to make immediate use of, substantially all the Property,
which need is not temporary or expected to diminish in the foreseeable future; specifically Lessee will not give priority or parity in
the appropriation of funds for the acquisition or use of any additional property for purposes or functions similar to those of the
Property.
(f) There are no circumstances presently affecting the Lessee that could reasonably be expected to alter its
foreseeable need for the Property or adversely affect its ability or willingness to budget funds for the payment of sums due
hereunder; and
(9) Lessee's right to terminate this Agreement cs specified in Section 2 hereof was not an independently
bargained for consideration, but was included soleiy for the purpose of complying with the requirements of the laws of the State in
which Lessee is located.
(h) No lease, rental agreement, lease-purchase agreement, payment agreement or contract for purchase to which
Lessee has been a party at any time during the past ten (10) years has been terminated by Lessee as a result of insufficient funds
being appropriated in any Fiscal Year. No event has occurred which INould constitute an event of default under any debt, revenue
bond or obligation which Lessee has issued during the past ten (10) years
FLORIDA MUNI(JPAL LE,'SE-PURCHASE AGREEMENT. 1
~genda lte~:0.16~~~l
December 15, 2009
Page 6 of 19
s. Use and Licenses. Lessee shall pay and discharge all operating expenses and shall cause the Property to be
operated by competent persons only. Lessee shall use the Property only for its proper purposes and will not Install, use, operate or
maintain the Property improperly, carelessly, or in violation of any applicable law, ordinance, rule or regulation of any governmental
authority, or in a manner contrary to the nature of the Property or the use contemplated by Its manufacturer. Lessee shall keep the
property at the location stated on the CertIficate of Acceptance executed by Lessee upon delivery af the Property until Lessor, In
writing, permits its removal, and the Property shall be used solely in the conduct of the Lessee's operations. Lessee shall obtain, at
Its expense, all registratIons, permits and licenses, if any, required by law for the Installation and operation of the Property. Any
license plates used on the Property shall be issued in the name of the Lessee. If a certIficate of title is issuable with respect to the
Property, it shall be delivered to the lessor showing the interest of the Lessor,
6. Maintenance. Lessor shaH not be obligated to make any repairs or replacements. At Its own expense, Lessee
shall service, repair and maintain the Property in as good condition, repair, appearance and working order as when delivered to
Lessee hereunder, ordinary wear and tear from proper use alone excepted, and shall replace any and all parts thereof which may
from time to time become worn out, lost, stolen, destroyed, or damaged beyond repaIr or rendered unfit for intended use, for any
reason whatsoever, all of which replacements shall be free and clear of all liens, encumbrances and claims of others and shall
become part of the Property and subject to this Agreement. Lessor may, at its option, discharge such costs, expenses and InsurlInce
premiums necessary for the repair, maintenance and preservation of the Property, and aU sums so expended shall be due from
Lessee in addition to rental payments hereunder.
7. Alterations.
(a) Lessee may, at Its own expense, install or place in or on, or attach or affix to, the Property such equipment or
accessories as may be necessary or convenient to use the Property for its intended purposes provided that such equipment or
accessories do not Impair the value or utility of the Property. All such equipment and accessories shall be removed by Lessee upon
termination of this Agreement, provided that any resulting damage shall be repaired at Lessee's expense. Any such equipment or
accessories not removed shall become the property of Lessor,
(b) Without the written consent of Lessor, Lessee shall not make any other alterations, modifications or
improvements to the Property except as reqUired or permitted hereunder, Any other alterations, modifications or improvements to
the Property shall Immediately become part of the Property, subject to the provisions hereof. Without the prIor written consent of
Lessor, Lessee shall not affix or attach any of the Property to any real property. The Property shall remain personal property
regardless of whether it becomes affixed or attached to real property or permanently rests upon any real property or any
impro....ement thereon.
8. Uens. Lessee shall not directly or Indirectly create, incur, assume or suffer to exist any mortgage, security
interestl pledge, lien, chargel encumbrance or claim on or with respect to the Property, title thereto or any interest therein, except
the respective rights of Lessor and Lessee hereunder,
9. Damage to or Destruction of Property. Lessee shall bear the entire risk of loss, damage, theft or destruction of
the Property from any and every cause whatsoever, and no loss, damage, destruction or other event shall release Lessee from the
obligation to pay the full amount of the rental payments or from any other obligation under this Agreement. 1n the event of damage
to any item of the Property, Lessee will Immediately place the same in good repair, with the proceeds of any insurance recovery
applied to the cost of such repair, If Lessor determines that any item of Property is lost, stolenl destroyed or damaged beyond
repair, Lessee, at the option of Lessee, will either (8) replace the same with Ilke property in good repair or (b) on the next Lease
Payment Date, pay Lessor (I) all amounts then owed by Lessee to Lessor under this Agreement, includIng the Lease Payment due on
such date, and (If) an amount equal to the applicable Option to Purchase Value set forth in Exhibit B.
10. Insurance. Lessee shall either be self-insured with regard to the Property or shall purchase and maintain
insurance with regard to the Property, Lessee shall Indicate on each Certificate of Acceptance executed In relation to this Agreement
its election to be self-Insured or company insured with regard to the Property listed on that Certificate of Acceptance. Whether
Lessee is self-insured or company insured, Lessee shall, for the term of this Agreement, at Its own expensel provide comprehensive
liability insurance with respect to the PropertYI insuring against such risks, and such amounts as are customary for lessees of
property of a character similar to the Property, In addition, Lessee shall, for the term of this Agreementr at its own expense, provide
casualty Insurance with respect to the Property, insuring against customary risks, co....erage at all times not less than the amount of
the unpaid princIpal portion of the Lease Payments required to be made pursuant to Section 1 as of the last preceding Payment Date
specified in Exhibit B on which a Lease Payment was made. If insurance policies are provided with respect to the Property, all
insurance policies shall be with insurers authorIzed to do business In the State where the Property is located and shall name both
Lessor and Lessee as Insureds as their respective interest may appear. Insurance proceeds from casualty losses shall be payable
solely to the Lessor, subject to the provisions of Section 9. Lessee shall, upon request, deliver to Lessor evidence of the required
coverages together with premium receipts, and each insurer shall agree to gIve Lessor written notice of non-payment of any
premium due and ten (10) days notice prior to cancellation or alteration of any such policy, Lessee shall also carry and require any
other person or entity working on, in or about the Property to carry workmen's compensation insurance covering employees on, in or
about the Property, In the event Lessee falls, for any reason, to comply with the requirements of this Section, Lessee shall
indemnify, save harmless and, at Lessee's sole expense, defend Lessor and its agents, employees, officers and dIrectors and the
Property against all risk of loss not covered by Insurance, subject to the limitations of Section 768,28, Florida Statutes
11. Indemnification. Lessee shall Indemnify, to the extent permitted by law, and save harmless Lessor and its
agents, employees, officers and directors from and, at Lessee's expense, defend Lessor and its agents, employees, officers and
directors against alllJability, obligations, losses, damages, penalties, claims, actions, costs and expenses (Including but not limIted to
reasonable attorneys' fees) of whatsoever kind or nature which In any way relate to or arise out of this Agreement or the ownershipl
rental, possession, operation, condition, sale or return of the Property, All amounts which become due from Lessee under this
Section 11 shall be credited with any amounts received by the Lessor from insurance pro....ided by the Lessee and shall be payable by
Lessee within thirty (30) days following demand therefore by Lessor and shall survive the termination or expiration of this
Agreement. The foregoing is subject to the limItations of Section 768.28, FlorIda Statutes.
FLORIDA MUNICIPAL LEASE-PURCHASE AGREEMENT - 2
-,
Agenda Item No. 16F5
December 15, 2009
Page 7 of 19
12. No Warranty. EXCEPT FOR REPRESENTATIONS, WARRANTIES, ANO SERVICE AGREEMENTS RELATING TO THE
PROPERTY MADE OR ENTERED INTO BY THE MANUFACTURERS OR SUPPLIERS OF THE PROPERTY, ALL OF WHICH ARE HEREBY
ASSIGNED TO LESSEE, LESSOR HAS MADE AND MAKES NO REPRESENTATION OR WARRANTY, EXPRESS OR IMPLIED, AND
ASSUMES NO OBLIGATION WITH RESPECT TO THE TITLE, MERCHANTABILITY, CONDITION, QUALITY OR FITNESS OF THE PROPERTY
DESCRIBED IN EXHIBIT A FOR ANY PARTICULAR PURPOSE OR THE CONFORMITY OF THE PROPERTY TO SPECIFICATION OR
PURCHASE ORDER, ITS DESIGN, DELIVERY, INSTALLATION OR OPERATION. All such risks shall be borne by Lessee without In any
way excusing Lessee from its obligations under this Agreement, and Lessor shall not be liable to Lessee for any damages on account
of such risks. All claims or actions on any warranty so assigned shall be made or prosecuted by Lessee, at Its sole expense, upon
prior written notice to Lessor. Lessor may, but shall have no obligation whatsoever to, participate in such claim or action on such
warranty, at Lessor's expense. Any recovery under such a warranty shall be made payable jointly to Lessee and Lessor,
13. Option to Purchase. Provided Lessee has complied with the terms and conditions of this Agreement, Lessee shall
have the option to purchase not less than all of tne Property which is then subject to this Agreement, ~as is" at the payment date, for
the Option to Purchase Values set forth in Exhibit B by giving written notice to Lessor not less than slxty (60) days prior to the date
specified in Exhibit B for the exercise of such option; provided that upon Lessee's timely payment of all Lease Payments specified in
Exhibit B, Lessee shall be deemed to have properly exercised Its option to purchase the Property and shaH be deemed to have
acquired all of Lessor's right, title and interest in and to the Property, free of any hen, encumbrance Or security interest except such
hens, encumbrances or security interest as may be created, or permitted and not discharged, by Lessee but without other
warranties, Payment of the applicable Option to Purchase Value shall occur on the applicable Lease Payment Date specified in
Exhibit B hereto, at which time Lessor shall, unless not required hereunder, deliver to Lessee a bill of sale transferring Lessor's
interest in the Property to Lessee free from any lien, encumbrance or security Interest except such as may be created, or permitted
and not discharged, by Lessee but without other warranties. Upon Lessee's actual or constructive payment of the Option to Purchase
Value and Lessor's actual or constructive delivery of a bill of sale covering the Property, this Agreement shall terminate except as to
obligations or liabilities accruing hereunder prior to such termination,
14. Default and Lessor's Remedies.
(a) The occurrence of one or more of the following events shall constitute an' Event of Default, whether occurring
voluntarily or involuntarily, by operation of law or pursuant to any order of al1y court or governmentai agency:
(1) Lessee fails to make any payment hereunder when due or within ten (10) days thereafter, In
accordance with Chapter 218, Florida Statutes, also known as the "Local Government Prompt Payment Act"
(2) Lessee fails to comply with any other covenant, condition or agreement of Lessee hereunder for a
period of the ten (10) days after notice thereof;
(3) Any representation or warranty made by Lessee hereunder shall be untrue in any material respect as
of the date made;
(4) Lessee makes, permits or suffers any unauthorized assignment, transfer or other diSPOSition of this
Agreement or any interest herein, or any part of the Property or any interest therein; or
(5) 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 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.
(b) Upon the occurrence of any Event of Default specified herein, Lessor may, at its sole discretion, exercise
any or all of the following remedies:
(1) Enforce this Agreement by appropriate action to collect amounts due or to become due hereunder, by
acceleration of otherwise, or to cause Lessee to perform its other obligations hereunder in which event Lessee shall be liable for all
costs and expenses incurred by Lessor;
(2) Take possession of the Property, without demand or notice and without court order or any process of
law, and remove and relet the same for Lessee's account, in which event Lessee waives any and all damages resulting therefrom and
shall be liable for all costs and expenses incurred by Lessor in connection therewith and the difference, if any, between the amounts
to be paid pursuant to Section 1 hereof and the amounts received and to be received by Lessor in connection with any such refetting;
(3) Terminate this Agreement and repossess the Property, in which event Lessee shall be liable for any
amounts payable hereunder through the date of such termination and al! costs and e::<penses incurred by Lessor in connection
therewith;
(4) Sell the Property or any portion thereof for Lessor's account at public or private sale, for cash or
credit, without demand on notice to Lessee of Lessor's Intention to do so, or relet the Property for a term and a rental which may be
equal to, greater than or less than the rental and term provided herein. If the proceeds from any such sale or rental payments
received under a new agreement made for the periods prior to the expiration of this Agreement are less than the sum of (i) the
costs of such repossession, sale, relocation, storage, reconditioning, reletting and reinstallation (including but not limited to
reasonable attorneys' fees), (ii) the unpaid principal balance derived from Exhibit B as of the last preceding Lease Payment Date
specified in Exhibit B, and (iH) any past due amounts hereunder (plus interest on such unpaid principal balance in accordance with
Chapter 218, Florida Statutes, also known as the "Local Government Prompt Payment Act" prorated to the date of such sate), all of
which shall be paid to Lessor, Lessor shail retain all such proceeds and Lessee shall remain liable for any deficiency; or
(5) Pursue and exercise any other remedy available at law or in equity, in which event Lessee shall be
liable for any and all costs and expenses incurred by Lessor in connection therewith. "Costs and expenses," as that term is used in
this Section 14, shall mean, to the extent allowed by law: (i) reasonable attorneys' fees if this Agreement is referred for collection
to an attorney not a salaried employee of Lessor or the holder of this Agreement; (ii) court costs and disbursements including such
costs in the event of any action necessary to secure possession of the Property; and (m) actual and reasonable out-of-pocket
expenses Incurred in connection with any repossession or foreclosure, including costs of storing, reconditioning and reselling the
Property, subject to the standards of good faith and commercial reasonableness set by the applicable Uniform Commercial Code,
Lessee waives ail rights under all exemption laws, except Section 768.28, Florida Statutes
F..ORlDA MUNICIPAL LEASE-PURCHASE AGREEI.1ENT - 3
Agenda Item No. 16F5
December 15, 2009
Page 8 of 19
(6) Under no circumstances shall Lessee be liable under this subsection 14 (b) for any amount in excess
of the sum appropriated pursuant to Section 1 hereof for the previous and current fiscal years, less all amounts previously due and
paid during such previous and current fiscal years from amounts so appropriated.
15. Termination. Unless Lessee has properly exercised its option to purchase pursuant to Section 13 hereof, lessee
shall, upon the expiration or the term of this Agreement or any earlier termination hereof pursuant to the terms of this Agreement,
deliver the Property to Lessor unencumbered and in at least as good condition and repair as when delivered to lesseej ordinary wear
and tear resulting from proper use alone excepted, by loading the Property, at Lessee's sole expense, on such carrier, or delivering
the Property to such location, as Lessor shall provIde or designate at or within a reasonable distance from the general location of the
Property, If Lessee falls to deliver the Property to Lessor, as provIded In this Section 15, on or before the date of termination of this
Agreement, Lessee shall pay to Lessor upon demand, for the hold-over period, a portion of the total payment for the applicable
period as set forth In Exhibit B prorated from the date of termination of this Agreement to the date Lessee either redelivers the
Property to Lessor or Lessor repossesses the Property, Lessee hereby waives any right which it now has or which might be acquired
or conferred upon it by any law or order of any court or other governmental authority to terminate this Agreement or Its obligations
hereunder, except In accordance with the express provisions hereof.
16. Assignment. Without Lessor's prior written consent, Lessee will not either (I) assign, transfer, pledge,
hypothecate, grant any security interest in or otherwise dispose of this Agreement or the Property or any Interest in this Agreement
or the Property; or (II) sublet or lend the Property or permit It to be used by anyone other than Lessee or Lessee's employees,
Lessor may assign Its rights, title and interest in and to this Agreement, the Property and any other documents executed with
respect to this Agreement and/or grant or assign a security interest in this Agreement and the Property, in whole or in part. Any
such assIgnees shall have all of the rights of Lessor under this Agreement, Subject to the foregOing, thIs Agreement inures to the
benefit of and Is binding upon the heIrs, executors, administrators, successors and i:lssigns of the parties hereto. No assignment or
reassignment of any of Lessor's rights, title or interest in this Agreement or the Property shall be effective with regard to Lessee
unless and until Lessee shall have received a copy of the document by which the assignment or reassignment is made, disclosing the
name and address of such assignee, No further action will be required by Lessor or by Lessee to evidence the assignment. but
Lessee will acknowledge receipt of such assignments in writing if so required. During the term of this Agreement, Lessee shall keep
a complete and accurate record of all such assignments In form necessary to comply with the UnIted St~tes Internal Revenue Code of
1986, Section 149 (a), and the regulations, proposed or existing, from time to tIme promulgated thereunder, Prior to any assignment
by Lessor It shall first be approved by Lessee with haste and the knowledge that time is of the essence, Such approval shall be in
accordance with Lessee's Procurement AdminIstrative Procedure, Section IV.C.9 and Lessee's execution of the Lessor provided
Notification of Assignment Letter shall be deemed as approval by the Lessee and that It Is the Lessee's responsibility to be in
accordance with said Section before such execution,
17. Personal Property. The Property is and shall at all times be and remain personal property.
18. Title. Lessor shall have title to the Property during the term of this Agreement. Upon payment of all sums due
hereunder to Lessor, Lessor shall convey title to the Property to Lessee.
19. L.essor's Right to Perform for Lessee. If Lessee fails to make any payment or perform or comply with any of its
covenants or obligations hereunder, Lessor may, but shall not be required to, make such payment or perform or comply with such
covenants and obligations on behalf of Lessee, and the amount of any such payment and the expenses (InCluding but not limited to
reasonable attorneys' fees) Incurred by Lessor in performing or complying with such covenants and obligations, as the case may be,
together with interest thereon, in accordance with Chapter 218, Florida Statutes, also known as the "Local Government Prompt
Payment Act" shall be payable by Lessee upon demand.
20. Interest on Default. If Lessee fails to pay any Lease Payment specified In Section 1 I1ereof within ten (10) days
after the due date thereof, Lessee shall pay to Lessor interest on such delinquent payment from the due date until paid accordance
with Chapter 218, Florida Statutes, also know as the "Local Government Prompt Payment Act".
21. Notices. Any noeices to be given or to be served upon any party hereto in connection with this Agreement must
be in writing and may be given by certified or registered mall, and shall be deemed to have been given and received forty-eight (48)
hours after a registered or certified letter containing such notice, postage prepaid, is deposited in the United States mail, and if given
otherwise shall be deemed to have been given when delivered to and received by the party to whom it is addressed, Such notice
shall be given to the parties at their respective addresses designated on the signature page of this Agreement or at such other
address as either party may hereafter designate,
22. No Security Interest. In order to comply with the law of the State, Lessee is not granted a security interest In
the Property. However, Lessee agrees to cooperate in filing this Agreement, if requested, as notice of its existence and the retention
of title by Lessor in the Property,
23. Tax Exemption. Lessee certifies that it does reasonably anticipate that not more than $30,000,000 of "qualified
tax-exempt obligations," as that term is defined in Section 265 (b) 3 (D) of the Internal Revenue Code of 1986 (lithe Code"), will be
issued by it and any subordinate entities during this current calendar year, 2009. Further, Lessee designates this issue as
comprising a portion of the $30 million in aggregate Issues to be designated as "qualified tax exempt obligatIons" elIgible for the
exception contained in Section 265 (b) 3 (D) of the Code allowing for an exception to the general rule of the Code which provides for
a total disallowance of a deduction for interest expense allocable to the carrying of tax exempt obligations.
24. Continuing Disclosure. Specifically and without limitation, Lessee agrees to provide audited financial statements,
prepared by a certified public accountant not later than SIX (6) months after and as of the end of each fiscal year. Periodic financial
statements shall include a combined balance sheet as of the end of each such period, and a combined statement of revenues,
expenditures and changes in fund balances, from the beginning of the then fiscal year to the end of such period. These reports must
be certified as correct by one of Lessee's authorized agents. If Lessee has subsidiaries, the financial statements required will be
provided on a consolidated and consolidation basis. Lessee's confidentiality of financial statements is subject to Chapter 119, Florida
Statutes, also known as the "Public Records Law".
FLORIOA MUNICIPAL LEASE-f>ljRCHASE AGREEMENT - 4
Agenda Item No. 16F5
December 15. 2009
Page 9 of 19
25. Miscellaneous.
(a) Lessee shall, whenever requested, advise Lessor of the exact location and condition of the Property and shall
give the Lessor immediate notice of any attachment or other judicial process affecting the Property, and indemnify and save Lessor
harmless from any loss or damage caused thereby, subject to the limitations of Section 768,28, Florida Statutes. Lessor may, for the
purpose of inspection, following a written ten (10) day notice to the Lessee, enter upon any job, building or place where the Property
and the books and records of the Lessee with respect thereto are located,
(b) Lessee agrees to equitably adjust the payments payable under this Agreement if there is a determination for
any reason that the interest payable pursuant to this Agreement (as incorporated within the schedule of payments) is not excludable
from income in accordance with the Internal Revenue Code of 1986, as amended, such as to make Lessor and its assigns whole.
(e) Time is of the essence. No covenant or obligations hereunder to be performed by Lessee may be waIved
except by the written consent of Lessor, and a waiver of any such covenant or obligation or a forbearance to invoke any remedy on
any occasion shall not constitute or be treated as a waiver of such covenant or obligation as to any other occasion and shall not
preclude Lessor from invoking such remedy at any later time prior to Lessee's cure of the condition giving rise to such remedy.
Lessor's rights hereunder are cumulative and not alternative,
(d) This Agreement shall be construed in accordance with, and governed by, the laws of the State of Florida.(e)
This Agreement constitutes the entire agreement between the parties and shall not be modified, waived, discharged, terminated,
amended, altered or changed in any respect except by a written document signed by both Lessor and Lessee.
(f) Any term or provision of thIs Agreement found to be prohibited by law or unenforceable shall be ineffective to
the extent of such prohibition or unenforceablHty without, to the extent reasonably possible, invalidating the remainder of this
Agreement.
(g) The Lessor hereunder shall have the right at any time or times, by notice to Lessee, to designate or appoint
any person or entity to act as agent or trustee for Lessor for any purposes hereunder.
(h) All transportation charges shall be borne by Lessee. Lessee will immediately notify Lessor of any change
occurring in or to the Property, of a change in Lessee's address, or in any fact or circumstance warranted or represented by Lessee
to Lessor, or if any Event of Default occurs.
(i) Use of the neuter gender herein is for purposes of convenience only and shall be deemed to mean and include
the masculine or Feminine gender whenever and wherever appropriate.
(j) The captions set forth herein are for convenience of reference only and shall not define or limit any of the
terms or provisions hereof.
(k) Except as otherwise provided herein, this Agreement shall be binding upon and inure to the benefit of the
Parties hereto and their respective heirs, executors, administrators, legal representatives, successors and assigns, where permitted
by this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the
year 2009.
day of
in the
Lessor: Government Capital Corporation
Witness Signature
Authorized Signature
345 Miron Dr.
South lake, TX 76092
Print Name
Print Title
Lessee: Board of County Commissioners
Collier County, Florida
Attest: Dwight E. Brock, Clerk
Deputy Clerk
Donna Fiala, Chairman
3301 Tamaimi Trail East
Naples, Florida 34112
Approved as to form and legal sufficiency:
scSR~tf( A~
Deputy County Attorney
FLORIDA MUNICIPAL LE:ASE-PURCHASE AGREEMENT - 5
Agenda Item No. 16F5
December 15, 2009
Page 10 of 19
EXHIBIT A
DESCRIPTION OF PROPERTY
FLORIDA MUNICIPAL LEASE-PURCHASE AGREEMENT No 5377(THE "AGREEMENT")
BY AND BETWEEN
LESSOR, Government Capital Corporation
and LESSEE, Collier County Board of County Commissioners
Dated as of December is, 2009
QTY DESCRIPTION
CUSTOM RESCUE TRANSPORT AND CHASSIS
One (1)
2010 Horton Model F623 Custom/Rescue/Transport Vehlcie on a Ford F550 Chassis
PROPERTY LOCATION:
8075 Lety Cultural Parkway
Naples, Florida 34113
FLORIDA MUNICIPAL L.EASE-PURCHASE AGREEMENT. 6
Agenda Item No. 16F5
December 15, 2009
Page 11 of 19
EXHIBIT B
>> SCHEDULE OF PAYMENTS & OPTION TO PURCHASE PRICE <<
flORIDA MUNICIPAL LEASE-PURCHASE AGREEMENT No. 5377, (THE "AGREEMENT")
BY AND BETWEEN
LESSOR: Government Capital Corporation
and LESSEE: Collier County Board of County Commissioners
Dated as of December 15, 2009
(Revised 11-17-09)
PMT PMT DATE TOTAL INTEREST PRINCIPAL OPTION TO PURCHASE
NO, MO DAY YR PAYMENT PAID PAID after pmt on this line
1 09/15/10 $41,575.74 $6,751.61 $34,824.13 NIA
2 09/15/11 $41,575.74 $7,18037 $34,39537 NIA
3 09/15/12 $41,57574 $5,51082 $36,06492 NJA
4 09/15/13 $41,575,74 $3,76023 $37,815.51 $39,976.67
5 09/15/14 $4157574 $1,924.67 $39,651.07 $100
****This Schedule is subject to current Market Indexing jf Funding occurs 14 days after Proposal Date****
Lessee: Board of County Commissioners
Colffer County, Florida
Attest: Dwight E. Brock, Clerk
Donna Fiala, Chairman
Deputy Clerk
Approved )/0 form j legal sufficiency:
<: '1 tf?l~ l "
~Teach
Deputy County Attorney
FlORIDA ~'LlN1CI?AL LEASE-PURCHASE AGREEMENT - 7
Agenda Item No. 16F5
December 15, 2009
Page 12 of 19
INCUMBENCY, INSURANCE, AND ESSENTIAL USE CERTIFICATES
FLORIDA MUNICIPAL LEASE-PURCHASE AGREEMENT No. 5377 (THE "AGREEMENT')
BY AND BETWEEN
LESSOR, Government Capital Corporation
and LESSEE, Collier County Board of County Commissioners
Dated as of December 15, 2009
I, Dwight E. Brock (NAME), do hereby certify that I am the duly elected or appotnted and acting Deputy Clerk (Keeper C)f the
Records), of Collier County, e political subdivision or agency duly organized and existing under the taws of the State of Florida, that J have
custody of the records of such entity, and that, as of the date hereof, the Indlvldual(s) named below are the duly elected or appointed
offic:er(s) of such entity holding the offlcees) set forth opposite their respective name(s). I further certify thllt (I) the signature(s) set opposite
their respective name{s) and title(s) are their true and authentic slgnature{s}, and (II) such officers: have the authority on behalf of such
entity to enter into that certain Municipal Lease-Purchase Agreement dated as of December 15, 2009, between such entity and Government
Capital Corporation.
Name
~
Slanature
Donna Fiala
ChaIrman
IN WITNESS WHEREOF, I have duly executed this certificate and affixed the seal of such entity hereto this
t 2009.
day of
BY:
Dwight E. Brock, Deputy Clerk
Lessee certifies that property and Uabillty Insurance, if applicable, have been secured In accordance with the Agreement and such coverage
will be maintained In full force for the term of the Agreement. "Lessor or Its Assigns" should be designated as loss payee until lessee !s
notified, In writing, to substitute I!I new loss payee. The following information Is provided about insurance~-
INSURANCE COMPANY/AGENT'S NAME:
INSURANCE COMPANY ADDRESS:
PHONE NUMBER:
POLICY NUMBER:
I, Donna Fiala, Chairman, of Collier County Board of County Commissioners ("lessee"), hereby certify that the equipment, to be
leased to the undersigned under the certain Lease Agreement, dated as of December 15, 2009, between such entity and
Government Capital Corporation ("Lessor), will be used by the undersigned Lessee for the following pUrpose~~ (PLEASE FILL OUT
PRIMARY USE BELOW)
PRIMARY USE:
The undersigned hereby represents the use of the Equipment is essentIal to Its proper, efficient and economic operation.
IN WITNESS WHEREOF, I have set my hand this ~_._____ day of
,2009.
Lessee: Board of County Commissioners
Collier County, Florida
Attest: Dwight E. Brock, Clerk
Donna Fiala, Chairman
Deputy Clerk
d a* f3?7~e:a~sufficienCY:
Sc R. Teach
Deputy County Attorney
FLORIDA MUNlCIPAL LEASE-PURCHASE AGREEMENT - 8
.\genda item No. 16F5
December 15, 2009
Page 13 of 19
CERTIFICATE OF ACCEPTANCE
FLORIOA MUNICIPAL LEASE-PURCHASE AGREEMENT No. 5377 (THE "AGREEMENT")
BY AND BETWEEN
lessor, Government Capital Corporation and Lessee Collier County Board of County Commissioners
Dated as of December 15, 2009
1. ACCEPTANCE: In accordance with the Agreement, Lessee hereby certifies that all of the Property described herein (i) has been
received by Lessee, (ii) has been thoroughly examined and inspected to the complete satisfaction of Lessee, (iii) had been found by
Lessee to be In good operating order, repair and condition, (iv) has been found to be of the size, design, quality, type and
manufacture specified by Lessee, (v) has been found to be and is wholly suitable for Lessee's purposes, and (vi) is hereby
unconditionally accepted by Lessee, in the condition received, for all purposes of this Agreement.
ACCEPTED on this the ____ __ __ day of ~
, 2009 (*).
Scot . Teach
uly County Attorney
Lessee: Board of County Com
Collier County, Florida
Attest: Dwight E. Brock, Clerk
Deputy Clerk
(") ACCEPTANCE MUST BE SIGNED ONL Y IF t!Q ESCRDW AGREEMENT IS INCLUDED
2. PROPERTY; 2010 Horton Model F623 Custom/RescuefTransport Vehicle on a Ford F550 Chassis, SEE ATTACHED EXHIBIT A.
3. USE: The primary use of the Property is as follows-- (PLEASE FILL OUT PRIMARY USE BELOW)
PRIMARY USE:
4, PROPERTY LOCATION:
8075 Lely Cultural Parkway
Naples, Florida 34113
5. INVOICING: Invoices shall be sent to the following address, including to whose attention invoices should be directed:
Collier County Board of County Commissioners
Attention: Artie Bay
3301 Tamalml Trail East
Naples, Florida 34112
artiebay@colliergov.net
6. INSURANCE: Lessee certifies that property and liability insurance have been secured in accordance with the Agreement and such
coverage will be maintained in force for the term of the Agreement, Lessor will be designated as loss payee until Lessee is notified,
in writing, to substitute a new loss payee.
_Company Insured
Election to self-insure (in accordance with Section 10 of the Agreement).
7. MAINTENANCE: In accordance with Section 6 of the Agreement, Lessee agrees to, at its own expense, service, repair and
maintain the Property for the term of the Agreement as follows:
_ Maintenance Contract
Election to self~maintain
FLORIDA MUNICIPAL LEASE-PURCHASE AGREE,..'ENT - 9
(12".')'
~ g;;
,.. . .
Office of the County Attorney
Jeffrey A. Klatzkow
Agenda Item No. 16F5
December 15, 2009
Page 14 of 19
Deputy County Attorney' Scott R. Teach
Section Chiefs' Heidi F. Ashton-Cicko. Jacqueline W. Hubbard. 'BoaI'llCer:irJedC,ty. :ount~ and Lxal ~errfT1enl L....
Assistant County Attorneys' Colleen M. Greene JenniferB. White Steven T. Williams Jeff E. Wngnt Robert N. Zachary
December 3,2009
Government Capital Corporation
Attention Documentation Department
345 Miron Drive
Southlake, TX 76092
RE: Florida Municipal Lease-Purchase Agreement No 5377
Dear Lessor:
I have 8cted as Counsel to Collier County with respecl to that certain Florida Municipal Lease-Purchase
Agreement No 5377, by and between Government Capilal Corporation as Lessor and Collier County
Board of County Commissioners as Lessee. I have reviewed the Agreemenl and such other documents,
records and certificates of Lessee and appropriate public officials as I have deemed relevant and am of the
opinion that:
I. The Lessee is a political subdivision or agency of the Slate of Florida with the requisite power
and authority to incur obligations, the interest on which is exempt from taxation by virtue of
Section 103(a) oflhe Internal Revenue Code of 1986;
2. The execulion, delivery and performance by the Lessee of the Agreement have been duly
authorized by all necessary action on the part of the Lessee; and
3. The Agreement constitutes a legal, valid and binding obligation of Ihe Lessee enforceable in
accordance with its terms.
4. The above opinions may be relied upon by the Lessee, Lessor, or its Assigns.
Sincerely,
~Yh?j~l-
Scott R, Teach
Deputy County Attorney
Seott R. Teaeh - Generall04-COA-O I 026
3301 East Tamiami Traii . Naples Florida 34112-4902' (239) 252-8400' FAX: (239) 252-6300
Agenda Item No. 16F5
December 15, 2009
Page 15 of 19
RESOLUTION #
A RESOLUTION REGARDING A LEASE PURCHASE AGREEMENT FOR
THE PURPOSE OF PROCURING A "CUSTOM RESCUE TRANSPORT AND CHASSIS",
WHEREAS, Collier County Board of County Commissioners desires to enter into that certain Lease-
Purchase Agreement No 5377, by and between Government Capital Corporation and Collier County Board
of County Commissioners, for the purpose of procuring a "Custom Rescue Transport and Chassis", The
Collier County Board of County Commissioners desires to designate this Agreement as a "qualified tax
exempt obligation" of the Collier County Board of County Commissioners for the purposes of Section 265
(b) (3) of the Internal Revenue Code of 1986, as amended. The Coiiier County Board of County
Commissioners desires to designate Donna Fiala, Chairman, as an authOrized signer of the Agreement.
NOW THEREFORE, BE IT RESOLVED BY THE COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS:
Section 1. That the Coliier County Board of County Commissioners enter into a Lease Purchase
Agreement with Government Capital Corporation for the purpose of procuring a "Custom Rescue Transport
and Chassis",
Section 2. That the Lease Purchase Agreement No 5377 , by and between the Government
Capital Corporation and Collier County Board of County Commissioners is designated by the as a
"qualified tax exempt obligation" for the purposes of Section 265 (b) (3) of the Internal Revenue Code of
1986, as amended.
Section 3, That the Collier County Board of County Commissioners designates Donna Fiala,
Chairman, as an authorized signer of the Lease Purchase Agreement dated as of December 15, 2009 by
and between the Collier County Board of County Commissioners and Government Capital Corporation.
PASSED AND APPROVED by the Collier County Board of County Commissioners in a meeting held on the
day of , 2009.
Lessee: Board of County Commissioners
Collier County, Florida
Attest: Dwight E, Brock, Clerk
Donna Fiala, Chairman
Deputy Clerk
A~d as to f~fI)2d legal sufficiency:
~~ q( ~-i
Scott R. Teach
Deputy County Attorney
FLORIDA. MUNICIPAL LEASE.PURCHASE AGREEMENT - 11
Agenda Item No. 16FS
December 1S, 2009
Page 16 of 19
ESCROW AGREEMENT
FLORIDA MUNICIPAL LEASE-PURCHASE AGREEMENT No. 5377 (THE "AGREEMENT")
BY ANO BETWEEN
LESSOR, Government Capital Corporation and LESSEE, Collier County Board of County Commissioners
Federal Tax ID # 59-600055B Dated as of December 15, 2009
THIS ESCROW AGREEMENT (the "Agreement") is made and
Government Capital Corporation ("Lessor"), Collier
("Agent").
entered Into as of December 15, 2009 ("Agreement Date") by and
County Board of County Commissioners ("Lessee") and
among
WIT N E SSE T H:
WHEREAS, Lessor and Lessee have entered Into a certain Florida t-1unlclpal Lease-Purchase Agreement dated as of December 15,
2009 (the "Lease") pursuant to which the property more particularly described therein (the "EQuipment") will be leased to the Lessee under
the terms stated In the lease;
WHEREAS, Lessor and Lessee desire to make funding arrangements for the acquisition of the Equipment, and Agent agrees to
serve as escrow agent for such funding and acquisition;
NOW THEREFORE, In consIderation of the mutual agreements and covenant herein contained and for other valuable consideration,
the parties hereby agree as follows:
1. Agent shall undertake the duties and obligations of escrow agent as set forth in this Agreement. Agent shall not be deemed to be a party
to the Lease.
2. Lessor has delivered to Agent the sum of $182,751.00 for deposit by Agent In the Collier County Escrow Account (the "Fund"). The Fund
will be administered by Agent pursuant to the terms of this Agreement.
3. DepoSits in the Fund shall be used to pay for the acquisition of the Equipment. The Equipment rni:lY be i:lcqulred as Individual Items or as
groups of Items. Agent shall make disbursements from the Fund In payment for the acquisition of each Item or group of Items of the
Equipment promptly upon receipt of a properly executed Payment Request Form, In the form attached hereto as E)(hlbit "A", for that portion
of the acquisition of the Equipment for which payment Is requested. Upon full acquisItion of an Item or group of Items of the Equipment, any
remaining cost of such item or group of Items shall be disbursed promptly by the Agent upon receipt of a properly executed Acceptance
Certificate and a corresponding Payment Request form In the form attached hereto as Exhibit "A", for that portion of the Equipment for which
payment is requested. Payment by AQent shall be to the payee shown on the Payment Request Form.
4. Agent will invest the Fund, as speCified by Lessor, In genera! obligations of the United States or In obligations fully Insured by the United
States or In certificates of deposit of a bank which 15 either fully Insured by an agency of the federal govemment or fully collateralized by such
federal or federally guaranteed obligations, or in no-load money market mLJtual funds registered with and regulated by the Securities and
Exchan\)e Commission that includes In their Investment objectives the maintenance of a stable net asset value of $1 for each share, or Money
Market Mutual Funds registered under the Investment Act of 1940. Agent will retain in the Fund all earnings from investment of the Fund until
termination of the Fund pursuant to Section 5 hereof.
5. Upon execution of one or more Certificates of Acceptance by Lessee and payment of acquisition costs by Agent for all the Equipment, this
Agreement and the Funds shall terminate, and Agent shall transfer to Lessor all remaining sums in the Fund. If not terminated earlier, this
Agreement and the Fund shall terminate on June 15, 2010 ("Termination Date"). In this latter event, interest accrued pursuant to investment
of the Fund under the terms of Section 4 hereof and all remaining principal in the Fund shaH be transferred by Agent to Lessor; Exhibit "A"
attached to the Lease shall thereupon be revised to delete any non-acquired portions of the Equipment and to substitute an amended
amortization payment schedule to reflect the reduced aCQuisttion costs.
6. Lessor and Lessee may by written agreement between themselves remove the Agent, at any time and for any reason, and appoint a
successor escrow agent. Such removal shall not be effective until thirty (30) days after written notice thereof if provided to Agent.
7. Agent may at any time and for any reason resign as escrow agent by giving written notice to Lessor and Lessee of Its intention to resign
and of the proposed date of resignation, which date shall be not less than thirty (30) days after giving Lessee and Lessor written notIce of
intent to resign, nor less than thirty (30) days after being appointed by Lessor and Lessee.
8. Agent shall have no obligation under the terms of this Agreement to make any disbursement except from the Fund. Agent makes no
warranties or representations as to the EqUipment or as to performance of the obligations of Lessor or Lessee under this Agreement or the
Lease.
9. Agent shall be entitled to rely in- good faith upon any documents signed by a party hereto and shall have no duty to investigate the
veracity of such documents. Agent (I) may assume that any person giving notice pursuant to the terms hereof is authorized to do so and (II)
shall not be liable for good faith reliance thereon.
10. To the limited extent required to perfect the security Interest granted by Lessee to Lessor In the cash and negotiable Instrument from time
to time comprising the Fundi Lessor hereby appoints the Agent as Its security agent, and the Agent hereby accepts the appointment as
security agent, and agrees to hold phYSical posseSSion of such cash negotiable Instruments on behalf of Lessor.
11. This Agreement may be amended by written agreement executed by all the parties.
1.2. This Agreement may be executed in several counterparts, each of which shall be an original.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above,
LESSOR: Govemment Capital Corporation
BY:
Authorized Signer
BY:
Donna Fiala, Chairman
BY:
Deputy Clerk
Approved as to form and legal suffiCiency:
BY: S-.eo# u? I~ L
Scott R. Teach, Deputy County Attorney
LESSEE: Collier County Board of County Commissioners
Attest: Dwight E. Brock, Clerk
AGENT:
BY:
Agent Rep, Agent Rep Title
FLORIOA f1UNICIPAL LEASE-PURCHASE AGREEMEt;T . 12
Agenda Item No. 16FS
December 1S. 2009
Page 17 of 19
ESCROW AGREEMENT
FLORIDA MUNICIPAL LEASE-PURCHASE AGREEMENT No. 5377 (THE "AGREEMENT")
BY AND BETWEEN
lESSOR, Government Capital Corporation and LESSEE, Collier County Board of County Commissioners
Federal Tax ID # 59-6000558 Dated as of December 15, 2009
among
THIS ESCROW AGREEMENT (the "Agreement") is made and
Government Capital Corporation ("Lessor"), Comer
("Agent").
entered into as of December 15, 2009 ("Agreement Date") by and
County Board of County CommIssioners ("Lessee") and
WIT N E SSE T H:
WHEREAS, Lessor and lessee have entered into a certain Florida r>lunicipal Lease-Purchase Agreement dated as of December IS,
2009 (the "Lease") pursuant to which the property more particularly described therein (the "Equipment") will be leased to the Lessee under
the terms stated in the Lease;
WHEREAS, lessor and Lessee desire to make funding arrangements for the acquiSition of the Equipment, and Agent agrees to
serve as escrow agent for such funding and acquisition;
NOW THEREFORE, in consideration of the mutual agreements and covenant herein contained and for other valuable consideration,
the parties hereby agree as follows:
1. Agent shall undertake the duties and obligations of escrow agent as set forth in this Agreement. Agent shall not be deemed to be a party
to the lease,
2. Lessor has delivered to Agent the sum of $182,751.00 for deposit by Agent in the Collier County Escrow Account (the "Fund"). The Fund
will be administered by Agent pursuant to the terms of this Agreement.
3. Deposits in the Fund shall be used to pay for the acquisition of the Equipment. The Equipment may be acquired as Individual items Dr as
groups of items. Agent shall make disbursements from the Fund in payment for the acquisition of each Item or group of items of the
Equipment promptly upon receipt of a properly executed Payment Request Form, in the form attached hereto as Exhibit "A", for that portion
of the acquisition of the Equipment for which payment is requested. Upon full acquisition of an item or group of items of the Equipment, any
remaining cost of such item or group of Items shall be disbursed promptly by the Agent upon receipt of a properly executed Acceptance
Certificate and a corresponding Payment Request Form in the form attached hereto as Exhibit "A", for that portion of the Equipment for which
payment is requested. Payment by Agent shall be to the Dayee shown on the Payment Request Form.
4. Agent will invest the Fund, as specified by Lessor, in general obligations of the United States or in obligations fully insured by the United
States or in certificates of deposit of a bank which is either fully insured by an agency of the federal government or fully collateralized by such
federal or federally guaranteed obligations, or In no~load money market mutual funds registered with and regulated by the Securities and
Exchange Commission that includes in their investment objectives the maintenance of a stable net asset value of $1 for each share, or Money
Market Mutual Funds registered under the Investment Act of 1940. Agent will retain in the Fund all earnings from investment of the Fund until
termination of the Fund pursuant to Section 5 hereof,
5. Upon execution of one or more Certificates of Acceptance by Lessee and payment of acquisition costs by Agent for all the Equipment, this
Agreement and the Funds shall terminate, and Agent shall transfer to Lessor all remaining sums in the Fund. If not terminated earlier, this
Agreement and the Fund shall terminate on June ]5, 2010 ("Termination Date"). In this latter event, interest accrued pursuantto investment
of the Fund under the terms of Section 4 hereof and all remaining principal in the Fund shall be transferred by Agent to lessor; Exhibit "A"
attached to the Lease shall thereupon be revised to delete any non-acquired portions of the Equipment and to substitute an amended
amortization payment scheduie to reflect the reduced acquisition costs.
6. Lessor and Lessee may by written agreement between themseives remove the Agent, at any time and for any reason, and appoint a
successor escrow agent. Such removal shall not be effective until thirty (30) d~ys after written notice thereof if provided to Agent.
7. Agent may at any time and for any reason resign as escrow agent by giving written notice to lessor and Lessee of its intention to resign
and of the proposed date of resignation, which date shall be not less than thirty (0) days after giving Lessee and Lessor written notice of
intent to reSign, nor less than thirty (30) days after being apPOinted by Lessor and lessee.
B. Agent shall have no obligation under the terms of this Agreement to make any disbursement except from the Fund. Agent makes no
warranties or representations as to the Equipment or as to performance of the obligations of Lessor or lessee under this Agreement or the
Lease.
9. Agent shall be entitled to rely in good faith upon any documents Signed by a party hereto and shall have no duty to investigate the
veracity of such documents. Agent (i) may assume that any person giVing notice pursuant to the terms hereof is authorized to do so and (ii)
shall not be liable for good faith reliance thereon
10. To the limited extent required to perfect the security interest granted by Lessee to lessor in the cash and negotiable instrument from time
to time comprising the Fund, Lessor hereby appoints the Agent as its security agent, and the Agent hereby accepts the apPOintment as
security agent, and agrees to hold physical possession of such cash negotiable instruments on behalf of lessor.
11. This Agreement may be amended by written agreement executed by all the parties,
12. This Agreement may be executed in several counterparts, each of which shall be an original.
IN WITN ESS WHEREOF, the parties have executed this Agreement as of the date fjrst written above.
LESSOR: Government Caprlaf Corporation
BY:
Authorized Signer
LESSEE: Collier County Board of County Commissi:Jners
Attest: Dwight F. Broc~, Clerk
BY:~___
Donna Fiala, Chairman
BY:
Deputy Clerk
___ ::pcoved as ';'72 Z~U:i:CY'
Scott ~, Deputy County Attomey
AGENT:
BY:
Agent Rep, Agent Rep Title
FLDRlDA MUNICIPAL LEASE-PURCHASE AGREEMENT. 13
Agenda Item No. 16FS
December 1S, 2009
Page 18 of 19
ESCROW AGREEMENT
FLORIDA MUNICIPAL LEASE-PURCHASE AGREEMENT No. 5377 (THE "AGREEMENT")
BY AND BETWEEN
LESSOR, Government Capital Corporation and LESSEE, Collier County Board of County Commissioners
Federal Tax ID # 59-6000558 Dated as of December 15, 2009
among
THIS ESCROW AGREEMENT (the "Agreement") Is made and
Government Capital Corporation ("Lessor"), Collier
("Agent").
entered Into as of December 15, 2009 ("Agreement Date") by and
County Soard of County Commissioners ("lessee") and
WITN ESSETH:
WHEREAS, Lessor and Lessee have entered Into a certain Florida Municipal Lease-Purchase Agreement dated as of December 15,
2009 (the "Lease") pursuant to which the property more particularly described therein (the "Equipment") will be leased to the Lessee under
the terms stated In the Lease;
WHEREAS, Lessor and Lessee desire to make funding arrangements for the acquisition of the Equipment, and Agent agrees to
serve as escrow agent for such funding and acquisition;
NOW THEREFORE, In consideration of the mutual agreements and covenant herein contained and for other valuable consideration,
the parties hereby agree as follows:
1. Agent shall undertake the duties and obligations of escrow agent as set forth in this Agreement. Agent shall not be deemed to be a party
to the Lease.
2. Lessor has delivered to Agent the sum of $182,751.00 for deposit by Agent In the Collier County Escrow Account (the "Fund"). The Fund
will be administered by Agent pursuant to the terms of this Agreement.
3. Deposits in the Fund shall be used to pay for the acquisition of the Equipment. The Equipment may be acquired as Individual Items or as
groups of Items. Agent shall make disbursements from the Fund in payment for the acquisition of each Item or group of Items of the
Equipment promptly upon receipt of a properly executed Pi!lyment Request Form, In the form attached hereto as Exhibit "A", for that portion
of the acquisition pf the Equipment for which payment Is requested. Upon futl acquisition ot an Item or group of items of the Equipment, any
remaining cost of such Item or group of items shall be disbursed promptly by th~ Agent upon receipt of i!l properly executed Acceptance
Certificate and a corresponding Payment Request Form in the form attached hereto as EXhibit "A", for that portion of the Equipment for which
payment is requested. Payment by Agent shaU be to the payee shown on the payment Request Form.
4. Agent will Invest the Fund, as specified by Lessor, in general obligations of the United States or in obligations fully Insured by the United
States or in certificates of deposit of a bank which Is either fully Insured by an agency of the federal government or fully colli!lterallzed by such
federal or federally guaranteed obligations, or in no-load money market mutual funds registered with and regulated by the Securities and
Exchange Commission that Includes in their investment objectives the maintenance of a stable net asset value of $1 for each share, or Money
Market Mutual Funds registered under the Investment Act of 1940. Agent will retain in the Fund all earnings from investment of the Fund untU
termination of the Fund pursuant to Section 5 hereof,
S. Upon executIon of one or more CertIficates of Acceptance by Lessee and payment of acqulsltlon costs by Agent for all the Equipment, this
Agreement and the Funds shall terminate, and Agent shall transfer to Lessor all remaining sums in the Fund. If not terminated earlier, this
Agreement and the Fund shall terminate on June 15, 2010 ("Termination Date"). In this latter event, Interest accrued pursuant to investment
of the Fund under the terms of Section 4 hereof and all remaining principal in the Fund shall be transferred by Agent to Lessor; Exhibit "A"
atti!lched to the Lease shall thereupon be revised to delete Biny non-acquired portions of the Equipment and to substitute an amended
amortization payment schedule to reflect the reduced acquisition costs.
6. Lessor and Lessee may by written agreement between themselves remove the Agent, at any time and for any reason, and appoint a
successor escrow agent. Such removal shall not be effectIve until thIrty (30) days after written notice thereof If provided to Agent.
7. Agent may at any time and for any reason resign as escrow agent by gIving written notice to lessor and lessee of Its Intention to resign
and of the proposed date of resignation, which date shall be not less than thirty (30) days after giving lessee and Lessor written notice of
intent to resign, nor less than thirty (30) days after being appointed by Lessor and Lessee.
B. Agent shall have no obligation under the terms of this Agreement to make any disbursement except from the Fund. Agent makes no
warranties or representations as to the Equipment or as to periormance of the obligations of Lessor or lessee under this Agreement or the
Lease,
9. Agent shall be entitled to rely in good faith upon any documents signed by a party hereto and shall have no duty to Investigate the
veracity of such documents. Agent (I) may assume that any person giving notice pursuant to the terms hereof Is authorized to do so and (Ii)
shall not be liable for good faith reliance thereon.
10, To the limited extent required to perfect the security Interest 'ilranted by lessee to Lessor in the cash and negotiable Instrument from time
to time comprisin'il the Fund, Lessor hereby appoints the Agent as Its security agent, and the Agent nereby accepts the appointment as
security agent, and agrees to hold physical possession of such cash negotiable Instruments on behalf of Lessor.
11. This Agreement may be amended by written agreement executed by all the parties.
12. This Agreement may be executed tn several counterparts, each of which shall be an original.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above.
LESSOR: Government Capital Corporation
BY:
Authorized Signer
LESSEE: Collier County Board of County Commissioner::
BY:
Donna Fiala, Chairman
Attest: DWight E. Brock, Cler\( Approved as tD fDrm and legal sufficiency:
BY'_.__~_~~BY; W 12j~(
Deputy Clerk Scott R. Teach, Deputy County Attorney
AGENT:
BY:
Agent Rep, Agent Rep Title
FLORIOA MUNlCIPAI. LEASE-PURCHolSE AGREEMENT - 14
-----p------ -1
Agenda Item No. 16F5
December 15, 2009
Page 19 of 19
EXHIBIT A AND ATTACHMENT 1
FLORIDA MUNICIPAL LEASE-PURCHASE AGREEMENT No. 5377 (THE "AGREEMENT")
BY AND BETWEEN
LESSOR, Government Capital Corporation and LESSEE, Collier County Board of County Commissioners
Dated as of December 15, 2009
PAYMENT REQUEST FORM
, acting as escrow agent (the "Agent") under the Escrow Agreement dated as of
December 15, 2009 (Escrow Date) by and among the Agent, Government Capital Corporation as Lessor and Collier County Board of
County Commissioners as Lessee, is hereby requested to pay to the person or corporation designated below as Payee the sum set
forth below in payment of the acquisition and installation costs of the equipment described below. The amount shown below is due
and payable under the Invoice of Payee with respect to the described equipment and has not formed the basis any prior request for
payment.
PAYEE:
AMOUNT:
DESCRIPTION OF EQUIPMENT:
DATED:
Indicate Method for Payment Disbursement:
_ Overnight Check ~_ Regular Mail Check
Wire Funds
Mailing Address:
Wire Instructions: _
Lessee: CoWer County Board of County Commissioners
By:
Authorized Signer
Lessor: Government Capital Corporation
By:
Name:
Title:
ACCEPTANCE CERTIFICATE
Collier County Board of County Commissioners as Lessee under that certain FLORlDA MUNICIPAL LEASE-PURCHASE AGREEMENT
dated as of December 15, 2009 ("Agreement Date") (the "Lease"), hereby acknowledges receipt in good condition of all the
equipment described on the attached Exhibit HAil hereby accepts such equipment and hereby certifies that Lessor has fully and
satisfactorily performed all covenants and conditions to be performed by it under the lease with regard to such equipment, that such
equipment is fully insured in accordance with Section 10 of the Lease and that such equipment constitutes all or a portion of the
Equipment as that term as defined in the Lease.
Date:
, 2009.
By Lessee:
Authorized Signer
For Lessee: Collier County
FLORiDA MUNJCIPAL LEASE-PURCH~E AGREEMENT - 15