HomeMy WebLinkAbout19- Lease-Purchase Agreement - Merchants Bank Equipment Finance - 2019 Elgin Broom Bear Sweeper VY Merchants Bank
LEASE-PURCHASE AGREEMENT
Equipment Finance Lessee: City of Bozeman
Lease No.: 102043004
7600 Parklawn Avenue,Suite 384
Minneapolis,MN 55435
This Lease-Purchase Agreement dated the 29th day of April(the"Lease"), by and between Merchants
Bank Equipment Finance, a division of Merchants Bank, National Association, whose address is 7600 Parklawn
Avenue, Suite 384, Minneapolis, MN 55435, as agent for one or more persons (the"Lessor") and City of Bozeman,
located in Gallatin County, as Lessee(the"Lessee"), whose address is 121 N. Rouse Ave., Bozeman, Montana
59715.
WITNESETH:
WHEREAS, Lessee is authorized by State statutes to acquire(1)2019 Elgin Broom Bear Sweeper by
entering into a lease-purchase agreement; and
WHEREAS, pursuant to a resolution duly adopted by the Lessee on see attached, the Lessee has
determined that it is necessary to further the maintenance purposes of the Lessee that it acquire (1)2019 Elgin
Broom Bear Sweeper described herein as Equipment; and
WHEREAS, Lessor is willing to acquire the Equipment and to lease and sell it to Lessee pursuant to this
Lease;
NOW,THEREFORE, in the joint and mutual exercise of their powers, and in consideration of the mutual
covenants herein contained, the parties hereto recite and agree as follows:
ARTICLE I
DEFINITIONS AND EXHIBITS
Section 1.1 Definitions. Unless the context otherwise requires, the terms defined in this Section
shall, for all purposes of this Lease, have the meanings herein specified.
Authorized Representative: Shall mean (a)with respect to the Lessee, the officer of the Lessee or any
other Person or Persons at any time designated by resolution of Lessee's governing body or written certificate
conferring authority upon such person to act on behalf of the Lessee with respect to this Lease; and (b)with
respect to the Lessor, any authorized signatory of the Lessor authorized by their bylaws to act or to execute
documents on behalf of the Lessor.
Certificate of Acceptance: The Certificate of Acceptance of Lessee the form of which is attached hereto
as Exhibit C.
Code: The Internal Revenue Code of 1986, as amended and any regulations promulgated thereunder by
the United States Department of the Treasury.
Commencement Date: The date upon which Lessee's obligations to make Lease- Purchase Payments
accrues as evidenced by the issuance to Lessor of the Certificate of Acceptance attached hereto as Exhibit C.
Contractor: Each of the manufacturers or vendors from whom Lessee(or Lessor at Lessee's request)
has ordered or will order or with whom Lessee(or Lessor at Lessee's request) has contracted or will contract for
the manufacture, delivery and/or installation of the Equipment.
Cost or Costs: The costs of acquisition and installation of the Equipment and all other costs incidental
and related thereto, including the costs of preparation, marketing and sale of this Lease.
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Equipment: The (1)2019 Elgin Broom Bear Sweeper described in the attached Exhibit A which is being
leased and purchased by Lessee pursuant to this Lease.
Fiscal Year: Each twelve(12) month fiscal period of Lessee commencing on 1st of July and ending on
the 30th of June the following year.
Independent Counsel: An attorney duly admitted to the practice of law before the highest court of the
State who is not a full-time employee of Lessor or Lessee.
Interest: The portion of any Lease-Purchase Payment designated as and comprising interest as shown in
the attached Exhibit B.
Lease: This Lease-Purchase Agreement dated as of 04/29/2019, whereby the Lessor has leased the
Equipment to Lessee, as the same may from time to time be amended or modified.
Lease-Purchase Payment: The payment due from Lessee to Lessor on each Payment Date, as shown
on Exhibit B.
Net Proceeds: Any insurance proceeds, paid with respect to the Equipment, remaining after payment
therefrom of all expenses incurred in the collection thereof.
Payment Date: The date upon which any Lease-Purchase Payment is due and payable as provided in
Exhibit B.
Permitted Encumbrances: As of any particular time: (i) liens for taxes and assessments not then
delinquent, or which Lessee may, pursuant to the provisions of Section 7.3 hereof, permit to remain unpaid, (ii)this
Lease and amendments hereto, (iii) Lessor's interest in the Equipment, and (iv) any mechanic's, laborers,
materialperson's supplier's or vendor's lien or right not filed or perfected in the manner prescribed by law, other
than any lien arising through a Contractor or which Lessee may, pursuant to Article VIII hereof, permit to remain
unpaid.
Person or Persons: An individual, partnership, corporation, trust or unincorporated organization.
Prepayment Price: With respect to the Equipment, as of any Payment Date, the amount so designated
and set forth opposite such date in the attached Exhibit B.
Principal: The portion of any Lease-Purchase Payment designated as principal in the attached Exhibit B.
Request for Disbursement of Funds: The Request for Disbursement of Funds of Lessee, the form of
which is attached hereto as Exhibit C-1.
Specifications: The bid specifications and/or purchase order pursuant to which Lessee has ordered the
Equipment from a Contractor.
State: The State of Montana.
State and Federal Law or Laws: The Constitution and any law of the State and any charter, ordinance,
rule or regulation or any agency or political subdivision of the State, and any law of the United States, and any rule
or regulation of any federal agency.
Term,Term of this Lease or Lease Term: The period commencing on the execution of this Lease and
ending on the date the last Lease-Purchase Payment is due and payable, as shown on Exhibit B.
Section 1.2 Exhibits. The following Exhibits are attached to and by reference made part of this
Lease:
Exhibit A: A description of the Equipment including the serial number thereof which shall be inserted
when available.
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Exhibit B: A schedule to be completed by Lessor as provided in Section 4.1, indicating the date upon
which the Term of this Lease shall end, the date and amount of each Lease-Purchase Payment coming due under
the Lease Term and the amount of Principal and Interest comprising each Lease-Purchase Payment.
Exhibits C and C-1: A Certificate of Acceptance of Lessee with a Request for Disbursement of Funds
attached indicating that the Equipment has been or will be delivered and installed in accordance with the
Specifications, and has been accepted by Lessee, the date on which Lease-Payments shown in Exhibit B shall
commence, and that certain other requirements have been met by Lessee.
Exhibit D: An opinion of counsel to Lessee as to the organization, nature and powers of Lessee, the
validity, execution and delivery of this Lease and various related documents; the absence of litigation; and related
matters.
Exhibit E: A form of resolution of the governing body of Lessee, relating to this Lease and, if applicable,
certain federal tax matters.
ARTICLE II
REPRESENTATIONS,COVENANTS AND WARRANTIES
Section 2.1 Representations,Covenants and Warranties of Lessee. Lessee represents,covenants and
warrants as follows:
(a) Lessee is a political subdivision and municipal corporation,duly organized and existing under the
Constitution and laws of the State.
(b) Lessee is authorized under the Constitution and laws of the State to enter into this Lease and the
transactions contemplated hereby,and to perform all of its obligations hereunder.
(c) The officer of Lessee executing this Lease has been duly authorized to execute and deliver this
Lease under the terms and provisions of a resolution of Lessee's governing body,or by other appropriate official
action.
(d) In authorizing and executing this Lease,Lessee has complied with all open meeting laws,public
bidding and other State and Federal laws applicable to this Lease and the acquisition of the Equipment by Lessee.
(e) 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.
(f) Lessee will use the Equipment during the Lease Term only to perform its essential governmental
functions.
(g) Lessee will take no action that would cause the interest portion of the Lease-Purchase Payments to
become includable in gross income of the recipient for federal income tax purposes under the Internal Revenue Code
of 1986(the"Code")and Treasury Regulations promulgated thereunder(the"Regulations"),and Lessee will take and
will cause its officers,employees and agents to take all affirmative actions legally within its power necessary to
ensure that the interest portion of the Lease-Purchase Payments does not become includable in gross income of the
recipient for federal income tax purposes under the Code and Regulations.
(h) Upon execution of this Lease-Purchase Agreement,and upon each request for a disbursement of
funds hereunder,Lessee will provide to Lessor a completed and executed copy of the Certificate of Acceptance
attached hereto as Exhibit C.
(I) Upon the execution of this Lease,Lessee will provide to Lessor an opinion of its legal counsel in
the form attached hereto as Exhibit D.
0) Lessee will submit to the Internal Revenue Service an information reporting statement at the time
and in the form required by the Code.
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(k) Lessee will cause a resolution substantially in the form attached hereto as Exhibit E to be adopted
by its governing body.
(1) Lessee does not reasonably anticipate that it will issue tax-exempt obligations(not including
"private activity bonds"as defined in Section 141 of the Code)in an aggregate amount in excess of$10,000,000
during the calendar year in which the Term commences,and this Lease is designated as a qualified tax-exempt
obligation for purposes of Section 265(b)(3)of the Code relating to deductibility of interest by financial institutions.
Section 2.2 Representations,Covenants and Warranties of Lessor. Lessor represents,covenants and
warrants as follows:
(a) Lessor has the power to enter into this Lease,is possessed of full power to own and hold real and
personal property,and to lease and sell the same.
(b) Neither the execution and delivery of this Lease,nor the fulfillment of or compliance with the terms
and conditions thereof,nor the consummation of the transactions contemplated thereby,conflicts with or results in a
breach of the terms,conditions or provisions of any restriction or agreement or instrument to which Lessor is now a
party or by which Lessor is bound;constitutes a default under any of the foregoing;or results in the creation or
imposition any lien,charge or encumbrance whatsoever upon any of the property or assets of Lessor,or upon the
Equipment,except Permitted Encumbrances.
ARTICLE III
AGREEMENT TO LEASE
Section 3.1 Lease. Lessor hereby leases the Equipment to Lessee,and Lessee hereby leases the Equipment
fi•om Lessor,upon terms and conditions set forth in this Lease and subject to the option to purchase set forth in Section 4.3
hereof.
Section 3.2 Possession and Enioyment. Lessor hereby covenants to provide Lessee during the Term with the
quiet use and enjoyment of the Equipment,and Lessee intends to during the Term peaceably and quietly have and hold and
enjoy the Equipment,without suit,trouble or hindrance from Lessor,except as expressly set forth in the Lease. Lessor will,at
the request of Lessee and at Lessee's cost,join any legal action in which Lessee asserts its right to such possession and
enjoyment to the extent Lessor lawfully may do so. All warranties extended upon the Equipment by the Contractors shall
inure to the benefit of the Lessee during the term of this Lease.
Section 3.3 Lessor Access to Equipment. Lessee agrees that Lessor shall have the right at all reasonable times
to examine and inspect the Equipment. Lessee further agrees that Lessor shall have such rights of access to the Equipment as
may be reasonably necessary to cause the proper maintenance of the Equipment in the event of failure by Lessee to perform its
obligations hereunder.
Section 3.4 Tax and Ownership and Lessee. The Lessor warrants and represents that it shall not at any time
during the term of the Lease claim depreciation,cost recovery deductions,or tax credit for federal income tax purposes with
respect to the equipment,or portion thereof,and that it shall not take any position for federal income tax purposes that is
inconsistent with the unequivocal title and ownership for any and all tax purposes of the Lessee.
ARTICLE IV
TERM OF LEASE
Section 4.1 Lease Term. This Lease shall be in effect for a Term commencing upon the execution hereof and
ending as provided in Section 4.2.
Section 4.2 Termination of Lease Term. The Term of this Lease will terminate upon the occurrence of the
first of the following events:
(a) A default by Lessee and Lessor's election to terminate this Lease pursuant to Article XIl without
payment of all Lease-Purchase Payments;or
(b) The payment by Lessee of all Lease-Purchase Payments and all other amounts authorized or
required to be paid by Lessee hereunder.
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(c) Nonappropriation of funds by Lessee pursuant to Section 12.7 hereof.
Section 4.3 Option to Purchase. Lessee has the option to purchase the Equipment by paying the applicable
prepayment price in accordance with Section 10.1 hereof.
ARTICLE V
LEASE-PURCHASE PAYMENTS
Section 5.1 Lease-Purchase Payments. Lessee agrees to pay Lease-Purchase Payments during the Term of
this Lease,in the amounts and on the dates specified in Exhibit B. All Lease-Purchase Payments shall be paid to Lessor at its
offices at the address specified in Section 1.1 of this Lease,or to such other Person or entity to which Lessor has assigned such
Lease-Purchase Payments as specified in Article XI,at such place as such assignee may from time to time designate in lawful
money of the United States of America to Lessor or,in the event of assignment of the right to receive Lease-Purchase
Payments by Lessor,to its assignee. Interest shall accrue from the date of the Certificate of Acceptance.
Section 5.2 Source of Payment. All Lease-Purchase Payments required to be paid Lessor pursuant to this
Lease shall be paid from moneys duly budgeted,appropriated,obligated and otherwise provided and made available therefor
by Lessee.
Section 5.3 Interest Component. A portion of each Lease-Purchase Payment is paid as and represents the
payment of Interest. Exhibit B sets forth the Interest component of each Lease-Purchase Payment.
Section 5.4 Lease-Purchase Payments to be Unconditional. The obligation of Lessee to make Lease-
Purchase Payments or any other payments required hereunder shall be absolute and unconditional in all events,except as
expressly provided under this Lease. Notwithstanding any dispute between Lessee and Lessor or any other Person,Lessee
shall make all Lease-Purchase Payments and other payments required hereunder when due and shall not withhold any Lease-
Purchase Payment or other payment pending final resolution of such dispute nor shall Lessee assert any right of set-off or
counterclaim against its obligation to make such Lease-Purchase Payments or other payments required under this Lease.
Lessee's obligation to make Lease-Purchase Payments or other payments shall not be abated through accident or unforeseen
circumstances. Except as provided in Section 12.7 hereof,nothing herein shall be construed to release Lessor from the
performance of its obligations hereunder,and if Lessor should fail to perform any such obligation,Lessee may institute such
legal action against Lessor as Lessee may deem necessary to compel the performance of such obligation or to recover damage
therefor.
Section 5.5 Late Payments. See Section 12.6.
ARTICLE VI
INSURANCE AND NEGLIGENCE
Section 6.1 Liability Insurance. Upon receipt of possession of the Equipment,Lessee shall take measures as
may be necessary to ensure that any liability for injuries to or death of any Person or damage to or loss of property arising out
of or in any way relating to the condition or operation of the Equipment or any part thereof,is covered by a blanket or other
general liability insurance policy maintained by Lessee. The Net Proceeds of all such insurance shall be applied toward
extinguishment or satisfaction of the liability with respect to which any Net Proceeds may be paid.
Section 6.2 Property Insurance. Upon receipt of possession of the Equipment,Lessee shall have and assume
the risk of loss with respect thereto. Lessee shall procure and maintain continuously in effect during the Term of this Lease,
all-risk insurance,subject only to the standard exclusions contained in the policy,in such amount as will be at least sufficient
so that a claim may be made for the full replacement cost of any part thereof damaged or destroyed. Such insurance may be
provided by a rider to an existing policy or under a separate policy. Such insurance may be written with customary deductible
amounts. The Net Proceeds of insurance required by this Section shall be applied to the prompt repair,restoration or
replacement of the Equipment,or to the purchase of the Equipment,as provided in Section 6.6. Any Net Proceeds not needed
for those purposes shall be paid to Lessee.
Section 6.3 Worker's Compensation Insurance. If required by State law,Lessee shall carry worker's
compensation insurance covering all employees on,in,near or about the Equipment,and upon request,shall furnish to Lessor
certificates evidencing such coverage throughout the Term of this Lease.
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Section 6.4 Requirements for all Insurance. All insurance policies(or riders)required by this Article shall be
taken out and maintained with responsible insurance companies organized under the laws of one of the states of the United
States and qualified to do business in the State;and shall contain a provision that the insurer shall not cancel or revise
coverage thereunder without giving written notice to the insured parties at least ten(10)days before the cancellation or
revision becomes effective. All insurance policies or riders required by Section 6.3 shall name Lessee as insured party.
Lessee shall deposit with Lessor policies(or riders)evidencing any such insurance procedure by it,or a certificate or
certificates of the respective insurers stating that such insurance is in full force and effect. Before the expiration of any policy
(or rider),Lessee shall furnish to Lessor evidence that the policy has been renewed or replaced by another policy conforming
to the provisions of this Article,unless such insurance is not obtainable in which event Lessee shall notify Lessor of this fact.
Section 6.5 Lessee's Negligence. Lessee assumes all risks and liabilities,whether or not covered by insurance,
for loss or damage to the Equipment and for injury to or death of any Person or damage to any property,whether such injury
or death be with respect to agents or employees of Lessee or of third parties,and whether such property damage be to Lessee's
properly or property of others,which is proximately caused by the negligent conduct of Lessee,its officers,employees and
agents.
Section 6.6 Damage to or Destruction of Equipment. If after delivery of the Equipment to Lessee all or any
part of the Equipment is lost,stolen,destroyed or damaged beyond repair,Lessee shall as soon as practical after such event,
replace the same at Lessee's sole cost and expense with equipment of equal or greater value to the Equipment immediately
prior to the time of the loss occurrence,such replacement equipment to be subject to Lessor's reasonable approval,whereupon
such replacement shall be substituted in this Lease by appropriate endorsement,subject to the provisions of Section 12.7
hereof. Lessee shall notify Lessor of which course of action it will take within fifteen(15)days after the loss occurrence. If
Lessee fails or refuses to notify Lessor within the required period,Lessor may,at its option,exercise its remedies under Article
X 11 hereof. The Net Proceeds of all insurance payable with respect to the Equipment shall be available to Lessee and shall be
used to discharge Lessee's obligations under this Section.
Section 6.7 Cooperation of Lessor. The Lessor shall cooperate fully with the Lessee at the sole expense of the
Lessee,in filing any proof of loss with respect to any insurance policy covering the casualties described in this Section. To the
extent it may lawfully do so,the Lessor will permit the Lessee to litigate in any proceeding resulting therefrom and the name
of it and on behalf of the Lessor.In no event will the Lessor voluntarily settle or consent to the settlement of any proceeding,
arising out of any insurance claim with respect to the Equipment or any part thereof,without the written consent of the Lessee.
ARTICLE VII
OTHER OBLIGATIONS OF LESSEE
Section 7.1 Use;Permits. Lessee shall exercise due care in the installation,use,operation and maintenance of
the Equipment,and shall not install,use,operate or maintain the Equipment improperly,carelessly,in violation of any State or
Federal Law or for a purpose or in a manner contrary to that contemplated by this Lease. Lessee shall obtain all permits and
licenses necessary of the installation,operation,possession and use of the Equipment. Lessee shall comply with all State and
Federal Laws applicable to the installation,operation,possession and use of the Equipment,and if compliance with any such
State or Federal Law requires changes or additions to be made to the Equipment,such changes or additions shall be made by
Lessee at its expense.
Section 7.2 Maintenance of Equipment by Lessee. Lessee shall,at its own expense,maintain,preserve and
keep the Equipment in good repair,working order and condition,and shall from time to time make all repairs and
replacements necessary to keep the Equipment in such condition. Lessor shall have no responsibility for any of these repairs
or replacements.
Section 7.3 Taxes,Other Governmental Charges and Utility Charges. (a)Except as expressly limited by
this Section,Lessee shall pay all taxes and other charges of any kind whatsoever which are at any time lawfully assessed or
levied against or with respect to the Equipment,the Lease-Purchase Payments or any part thereof,or which become due during
the Term of this Lease,whether assessed against Lessee or Lessor. Lessee shall also pay when due all gas,water,steam,
electricity,heat,power,telephone,and other charges incurred in the operation,maintenance,use,occupancy and upkeep of the
Equipment,and all special assessments and charges lawfully made by any governmental body for public improvements that
may be secured by a lien of the Equipment;provided that with respect to special assessments or other governmental charges
that may lawfully be paid in installments over a period of years,Lessee shall be obligated to pay only such installments as are
required to be paid during the Term of this Lease as and when the same become due. Lessee shall not be required to pay any
federal,state or local income,inheritance,estate,succession,transfer,gift,franchise,gross receipts,profit,excess profit,
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capital stock,corporate or other similar tax payable by Lessor,its successors or assigns,unless such tax is made in lieu of or as
a substitute for any tax,assessment or charge which is the obligation of Lessee under this Section.
(b) Lessee may,at its own expense and in its own name,in good faith contest any such taxes,assessments,
utility and other charges and,in the event of any such contest,may permit the taxes,assessments,utility or other charges so
contest to remain unpaid during the period of such contest and any appeal therefrom unless Lessor shall notify Lessee that,in
the opinion of Independent Counsel,by nonpayment of any such items the interest of Lessor in the Equipment will be
materially endangered or the Equipment or any part thereof will be subject to loss for forfeiture,in which event Lessee shall
promptly pay such taxes,assessments,utility or other charges or provide Lessor with full security against any loss which may
result from nonpayment,in the form satisfactory to Lessor.
Section 7.4 Advances. If Lessee shall fail to perform any of its obligations under this Article,Lessor may,but
shall not be obligated to,take such action as may be necessary to cure such failure,including the advancement of money,and
Lessee shall be obligated to repay all such advances on demand,with interest at the rate of 18.0%per annum or the maximum
rate permitted by law,whichever is less,from the date of the advance to the date of repayment.
Section 7.5 Disbursements. (a)As payments are required for the Equipment under this Lease,the Lessee as
the agent for the Lessor shall prepare and submit a Certificate of Acceptance of Lessee with a Request for Disbursement of
Funds to the Lessor. (b)The Lessor shall permit the withdrawal of funds requested in the Request for Disbursement of Funds,
and such funds shall be applied to the payment of the Cost of the Equipment.
ARTICLE VIII
TITLE
Section 8.1 Title. During the Term of this Lease,legal title to the Equipment and any all repairs,replacements,
substitutions and modifications to it shall be in Lessee's name subject to Lessor's interest. Upon termination of this Lease for
any of the reasons specified in Section 4.2(b),Lessor's interest in the Equipment shall terminate,and Lessor shall execute and
deliver to Lessee such documents as Lessee may request to evidence the termination of Lessor's security or other interest in
the Equipment.
Section 8.2 Security Interest. Lessor shall have and retain a security interest under the Uniform Commercial
Code,Certificate of Title or other applicable State or Federal Law in the Equipment,the proceeds thereof and all repairs,
replacements,substitutions and modifications thereto or thereof pursuant to Section 8.5,in order to secure Lessee's payment
of all Lease-Purchase Payments due during the Term of this Lease and the performance of all other obligations herein to be
performed by Lessee. Lessee will join with Lessor in executing such financing statements or other documents and will
perform such acts as Lessor may request to establish and maintain a valid security interest in the Equipment. If requested by
Lessor,Lessee shall conspicuously mark the Equipment with appropriate lettering,labels or tags,and maintain such markings
during the Term of this Lease,so as clearly to disclose Lessor's security interest in the Equipment.
Section 8.3 Liens. During the Term of this Lease,Lessee shall not,directly or indirectly,create,incur,assume
or suffer to exist any mortgage,pledge,lien,charge,encumbrance or claim on or with respect to the Equipment,other than the
respective rights of Lessor and Lessee as herein provided and Permitted Encumbrances. Except as expressly provided in
Section 7.3 and this Article,Lessee shall promptly,at its own expense,take such action as may be necessary duly to discharge
or remove any such mortgage,pledge,lien,charge,encumbrance or claim if the same shall arise at any time. Lessee shall
reimburse Lessor for any expense incurred by Lessor in order to discharge or remove any such mortgage,pledge,lien,charge,
encumbrance or claim.
Section 8.4 Installation of Lessee's Equipment. Lessee may at any time and from time to time,in its sole
discretion and at its own expense,install other items of equipment in or upon the Equipment,which items shall be identified
by tags or other symbols affixed thereto as property of Lessee. All such items so identified shall remain the sole property of
Lessee,in which Lessor shall have no interest,and may be modified or removed by Lessee at any time provided that Lessee
shall repair and restore any and all damage to the Equipment resulting from the installation,modification or removal of any
such items. Nothing in this Lease shall prevent Lessee from purchasing items to be installed pursuant to this Section under a
conditional sale or lease-purchase contract,or subject to a vendor's lien or security agreement,as security for the unpaid
portion of the purchase price thereof,provided that no such lien or security interest shall attach to any part of the Equipment.
Section 8.5 Modification of Equipment. Lessee shall at its own expense,have the right to make repairs to the
Equipment,and to make repairs,replacements,substitutions and modifications to all or any part of the parts thereof. All such
work and any part or component used or installed to make a repair or as a replacement,substitution or modification,shall
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thereafter comprise part of the Equipment and be subject to the provisions of the Lease. Such work shall not in any way
damage the Equipment or cause it to be used for purposes other than those authorized under the provisions of State or Federal
Law or those contemplated by this Lease;and the Equipment,upon competition of any such work shall be of a value which is
not less than the value of the Equipment immediately prior to the commencement of such work. Any property for which a
replacement or substitution is made pursuant to this Section may be disposed of by Lessee in such manner and on such terms
as are determined by Lessee. Lessee will not permit any mechanic's or other lien to be established or remain against the
Equipment for labor or materials furnished in connection with any repair,replacement,substitution or modification made by
Lessee pursuant to this Section;provided that if any such lien is established and Lessee shall first notify Lessor of Lessee's
intention to do so,Lessee may in good faith contest any lien field or established against the Equipment,and in such event may
permit the items so contested to remain undischarged and unsatisfied during the period such contest and any appeal therefrom
unless Lessor shall notify Lessee that,in the opinion of Independent Counsel,by nonpayment of any such items the interest of
Lessor in the Equipment will be materially endangered or the Equipment or any part thereof will be subject to loss or
forfeiture,in which event Lessee shall promptly pay and cause to be satisfied and discharged all such unpaid items or provide
Lessor with full security against any such loss or forfeiture,in form satisfactory to Lessor. Lessee will cooperate fully with
Lessee in any such contest.
Section 8.6 Personal Property. The Equipment is and shall at all times be and remain personal property
notwithstanding that the Equipment or any part thereof may be or hereafter become in any manner affixed or attached to or
embedded in or permanently rested upon real property or any building thereon or attached in any manner to what is
permanently rested upon real property or any building thereon or attached in any manner to what is permanent by means of
cement,plaster,nails,bolts,screws or otherwise.
ARTICLE IX
WARRANTIES
Section 9.1 Selection of Equipment. The Equipment and the Contractor have been selected by Lessee,and
Lessor shall have no responsibility in connection with the selection of the Equipment,its suitability for the use intended by
Lessee,the acceptance by the Contractor or its sales representative of the order submitted,or any delay or failure by the
Contractor or its sales representative to manufacture,deliver or install the Equipment for use by Lessee. Lessee authorized
Lessor to add the serial number of the Equipment to Exhibit A when available.
Section 9.2 Installation and Maintenance of Equipment. Lessor shall have no obligation to install,erect,
test,inspect,service or maintain the Equipment under any circumstances,but such actions shall be the obligation of Lessee or
the Contractor.
Section 9.3 Contractor's Warranties. Lessor hereby assigns to Lessee for and during the Term of the Lease,
all of its interest in all Contractor's warranties and guarantees,express or implied,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.
Section 9.4 Patent Infringement. Lessor hereby assigns to Lessee for and during the Term of this Lease all of
its interest in patent indemnity protection provided by any Contractor 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.
Section 9.5 Disclaimer of Warranties. THE EQUIPMENT IS DELIVERED AS IS,AND LESSOR MAKES
NO WARRANTY OR REPRESENTATION,EITHER EXPRESS OR IMPLIED,AS TO THE VALUE,DESIGN,
CONDITION,MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE OR FITNESS FOR THE USE
CONTEMPLATED BY LESSEE OF THE EQUIPMENT,OR ANY OTHER REPRESENTATION OR WARRANTY WITH
RESPECT TO THE EQUIPMENT.
ARTICLE X
PREPAYMENT
Section 10.1 When Available. Lessee shall have the option to prepay its obligations under this Lease on any
Payment Date at an amount equal to the applicable Prepayment Price.
Section 10.2 Release of Lessor's Interest. Upon the prepayment of Lessee's obligations under this Lease in
accordance with Section 10.1 hereof,Lessee shall have no further obligations under this Lease and this Lease shall terminate
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in accordance with Section 4.2(b). Thereupon the Lessor shall relinquish title to the Equipment in accordance with Section
8.1.
ARTICLE XI
ASSIGNMENT,SUBLEASING,MORTGAGING AND SELLING
Section 11.1 Assignment by Lessor. Except as otherwise provided herein,Lessor shall not assign its
obligations under this Lease,and no purported assignment thereof shall be effective. All of Lessor's rights,title and/or interest
in and to this Lease,the Lease-Purchase Payments or other amounts due hereunder and the Equipment may be assigned and
reassigned in whole or in part to one or more assignees or subassignees by Lessor at any time,without the consent of Lessee.
No such assignment shall be effective as against Lessee unless and until the assignor shall have filed with Lessee a copy or
written notice thereof identifying the assignee. Lessee shall pay all Lease-Purchase Payments due hereunder to or at the
direction of Lessor or the assignee named in the most recent assignment or notice of assignment filed with Lessee. During the
Lease Term,Lessee shall keep a complete and accurate record of all such assignments. In the event Lessor assigns
participation in its right,title and/or interest in and to this Lease,the Lease-Purchase Payments and other amounts due
hereunder and the Equipment,such participants shall be considered to be Lessor with respect to their participated shares
thereof.
Section 11.2 Assiiinment and Subleasing by Lessee. Neither this Lease nor Lessee's interest in the Equipment
may be assigned by Lessee without the written consent of Lessor. However,the Equipment may be subleased by Lessee,in
whole or in part,without the consent of Lessor,subject,however,to each of the following conditions:
(a) This Lease and the obligation of Lessee to make Lease-Purchase Payments hereunder,shall remain
obligations of Lessee.
(b) The sublease shall assume the obligation of Lessee hereunder to the extent of the interest subleased.
(c) Lessee shall,within 30 days after the delivery thereof,furnish or cause to be furnished to Lessor a
true and complete copy of such sublease.
(d) No sublease by Lessee shall cause the Equipment to be used for a purpose other than an essential
governmental function authorized under the provisions of the Constitution and the laws of the State.
(e) No sublease shall cause the Interest component of the Lease-Purchase Payments due with respect to
the Equipment to become includable in gross income of the recipient for federal income tax purposes.
Section 11.3 Restriction on Mortrrage or Sale of Equipment by Lessee. Except as provided in Section 11.2,
Lessee will not mortgage,sell,assign,transfer or convey the Equipment or any portion thereof during the Term of this Lease,
or remove the same from its boundaries,without the written consent of Lessor.
ARTICLE XII
EVENTS OF DEFAULT AND REMEDIES
Section 12.1 Events of Default Defined. (a)The following shall be"events of default"under this Lease and the
terms"events of default"and"default"shall mean,whenever they are used in this Lease,with respect to the Equipment,any
one or more the following events:
(i) Except as permitted by Section 12.7 hereof,failure by Lessee to pay any Lease-Purchase Payment
or other payment required to be paid under this Lease at the time specified herein and the continuation of said failure
for a period of three days after telephonic or telegraphic notice given by Lessor that the payment referred to in such
notice has not been received,such telephonic or telegraphic notice to be subsequently confirmed in writing,or after
written notice.
(ii) Failure by Lessee to observe and perform any covenant,condition or agreement on its part to be
observed or performed,other than as referred to in clause(i)of this Section,for a period of thirty(30 days after
written notice specifying such failure and requesting that it be remedied has been given to Lessee by Lessor,unless
Lessor shall agree in writing to an extension of such time prior to its expiration;provided,however,if the failure
stated in the notice cannot be corrected within the applicable period,Lessor will not unreasonably withhold its
consent to an extension of such time if corrective action is instituted by Lessee within the applicable period and
diligently pursued until the default is corrected.
Lease-Purchase Agreement 10/2017
(iii) The filing by Lessee of a voluntary petition in bankruptcy,or failure by Lessee promptly to lift any
execution,garnishment or attachment of such consequence as would impair the ability of Lessee to carry on its
governmental or proprietary function or adjudication of Lessee as a bankrupt,or assignment by Lessee for the benefit
of creditors,or the entry by Lessee into an agreement of composition with creditors,or the approval by a court of
competent jurisdiction of a petition applicable to Lessee in any proceedings instituted under the provisions of the
Federal Bankruptcy Statutes,as amended,or under any similar acts which may hereafter be enacted.
(b) The provisions of this Section 12.1 and Section 12.2 are subject to the following limitation: if by reason of
force majeure Lessee is unable in whole or in part to carry out its obligation under this Lease with respect to the Equipment,
other than its obligation to pay Lease-Purchase Payments with respect thereto which shall be paid when due notwithstanding
the provisions of this paragraph,Lessee shall not be deemed in default during the continuance of such inability. The term
"force majeure"as used herein shall mean,without limitation,the following: acts of god,strikes, lockouts or other labor
disturbances;acts of public enemies;orders or restraints of any kind of the government of the United States of America or the
State or their respective departments,agencies or officials,or any civil or military authority;insurrections,riots;landslides;
earthquakes;fires;storms;droughts;floods;explosions;breakage or accident to machinery,transmission pipes or canals;or
any other cause or event not reasonably within the control of Lessee and not resulting from its negligence. Lessee agrees,
however,to remedy with all reasonable dispatch the cause or causes preventing Lessee from carrying out its obligations under
this Lease;provided that the settlement of strikes,lockouts and other labor disturbances shall be entirely within the discretion
of Lessee and Lessee shall not be required to make settlement of strikes,lockouts and other labor disturbances by acceding to
the demands of the opposing party or parties when such course is in the judgment of Lessee unfavorable to Lessee.
Section 12.2 Remedies of Default. Whenever any event of default referred to in Section 12.11 clauses(i)to(iii)
hereof shall have happened and be continuing with respect to the Equipment described on Exhibit A, Lessor shall have the
right,at its option and without any further demand or notice,to take one or any combination of the following remedial steps:
(i) With or without terminating this Lease, re-enter and take possession of such Equipment and exclude
Lessee from using it;provided,however,that if this Lease has not been terminated,Lessor shall return possession of
such Equipment to Lessee when the event of default is cured; and provided further that Lessee shall continue to be
responsible for the Lease-Purchase Payments due with respect to such Equipment during the Fiscal Year then in
effect;or
(ii) With or without terminating this Lease, re-enter and take possession of such Equipment, and sell, lease
or sublease such Equipment or any part of it,holding Lessee liable for the difference between(a)the sales price,rent
and other amounts paid by the purchaser,lessee or sublessee pursuant to such sales agreement, lease or sublease and
(b)the balance of the Lease-Purchase Payments and other amounts owed by Lessee with respect to such Lease;
provided,however,that nothing contained herein shall impose an obligation upon Lessor so to sell,lease or sublease
such Equipment and provided that any excess proceeds from such disposition shall be retained by Lessor;or
(iii) With or without terminating this Lease, declare all Lease-Purchase Payments during the Fiscal Year
then in effect due or to become due with respect to such Lease in effect when the default occurs to be immediately
due and payable by Lessee,whereupon such Lease-Purchase Payments shall be immediately due and payable;or
(iv) Take whatever action at law or in equity may appear necessary or desirable to collect the Lease-
Purchase Payments then due and thereafter to become due during the then current Fiscal Year of Lessee with respect
to such Lease,or enforce performance and observance of any obligation,agreement or covenant of Lessee under this
Lease.
Section 12.3 Return of Equipment. Upon termination of this Lease prior to the payment of all Lease-Purchase
Payments,Lessee shall return the Equipment to Lessor in the condition,repair,appearance and working order required in
Section 7.2,in the following manner as may be specified by Lessor: (a)by delivering the Equipment at Lessee's cost and
expense to such place within the State as Lessor shall specify;or(b)by loading such portions of the Equipment as are
considered movable at Lessee's cost and expense,on board such carrier as Lessor shall specify and shipping the same,freight
prepaid,to the place specified by Lessor. If Lessee refuses to return the Equipment in the manner designated,Lessor may
repossess the Equipment and charge to Lessee the costs of such repossession or pursue any remedy described in Section 12.2.
Section 12.4 No Remedy Exclusive. No remedy conferred upon or reserved to Lessor by this Article is
intended to be exclusive and every such remedy shall be cumulative and shall be in addition to every other remedy given under
Lease-Purchase Agreement 10/2017
this Lease. No delay or omission to exercise any right or power accruing upon any default shall impair any such right or
power or shall be construed to be a waiver thereof by any such right and power. Each remedy may be exercised from time to
time and as often as may be deemed expedient by Lessor or its assignee.
Section 12.5 Agreement to Pay Attorney's Fees and Expenses. In the event either party to this Lease should
default under any of the provisions hereof and the nondefaulting party should employ attorneys and/or incur other expenses for
the collection of monies or for the enforcement of performance or observance of any obligation or agreement on the part of the
defaulting party herein contained,the defaulting party agrees that it will on demand therefor pay to the nondefaulting party the
reasonable fee of such attorneys and/or such other reasonable expenses so incurred by the nondefaulting party. In the event
that legal proceedings relating to this Lease are commenced in any court or before any other tribunal of competent jurisdiction,
the reasonable legal fees and other reasonable costs and expenses of the prevailing party shall be paid by the nonprevailing
party on demand of the prevailing party.
Section 12.6 Late Charges. Whenever any event of default referred to in Section 12.1,clause(i)hereof shall
have happened and be continuing with respect to the Equipment described on Exhibit A,Lessor shall have the right,at its
option and without any further demand or notice,to require a late payment charge equal one and one-half percent(1.5%)per
month of the delinquent Rental Payment,and Lessee shall be obligated to pay the same immediately upon receipt of Lessor's
written invoice therefor;provided,however,that this Section 12.6 shall not be applicable if or to the extent that the application
thereof would affect the validity of this Lease.
Section 12.7 Non-Appropriation of Funds. (a)Notwithstanding any provision in the Lease to the contrary,in
the event that no funds or insufficient funds are appropriated by Lessee's governing body for the next fiscal year for Lease-
Purchase Payments due under this Lease,this Lease shall terminate the end of such fiscal year on the last day of the fiscal year
for which appropriations were received and Lessee shall return the Equipment to Lessor(at Lessee's expense,to a destination
Lessor directs,in good working condition less normal wear and tear). Lessee shall notify Lessor of nonappropriation within
thirty(30)days of its occurrence.
(b) Lessee and Lessor acknowledge and agree that the Lease-Purchase Payments hereunder shall constitute
currently budgeting expenditures of Lessee from its capital expenditure fund or successor fund thereto. Lessee's obligations
under this Lease shall be subject to Lessee's annual right to terminate this Lease,and shall not constitute a mandatory charge
of requirement in any ensuing fiscal year beyond the then current fiscal year. No provision of this Lease shall be construed or
interpreted as creating a general obligation or other indebtedness of Lessee within the meaning of any constitutional or
statutory debt limitation. This Lease shall not directly or indirectly obligate Lessee to make any payments beyond those
budgeted and appropriated from its general fund for Lessee's then current fiscal year provided,Lessee,to the extent permitted
by law,shall take all reasonable steps necessary to seek appropriations for the Lease Payments. Lessee shall be under no
obligation whatsoever to exercise its option to purchase the Equipment. No provision of this Lease shall be construed to
pledge or create a lien on any class or source of Lessee monies.
ARTICLE XIII
ADMINISTRATIVE PROVISIONS
Section 13.1 Notices. All notices,certificates,legal opinions or other communications hereunder shall be
sufficiently given and shall be deemed given when delivered or deposited in the United States mail in registered form with
postage fully prepaid to the addresses specified below;provided,that Lessor and Lessee,by notice given hereunder,may
designate different addresses to which subsequent notices,certificate,legal opinion or other communication will be sent.
Lessor: Merchants Bank Equipment Finance
7600 Parklawn Avenue,Suite 384
Minneapolis,MN 55435
Lessee: City of Bozeman
121 N.Rouse Ave.
Bozeman,Montana 59715
Section 13.2 Financial Information. During the Term of this Lease,Lessee annually will provide Lessor with
current financial statements,budgets,proof of appropriation for the ensuing fiscal year and such other financial information
Lease-Purchase Agreement 10/2017
relating to the ability of Lessee to continue to pay Lease-Purchase Payments required under this Lease as may be requested by
Lessor or its assignee.
Section 13.3 Binding Effect, This Lease shall inure to the benefit of and shall be binding upon Lessor and
Lessee and their respective successors and assigns.
Section 13.4 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 13.5 Amendments,Changes and Modification. This Lease may be amended or any of its terms
modified only by written document duly authorized,executed,and delivered by Lessor and Lessee,
Section 13.6 Captions. The captions or headings in this Lease are for convenience only and in no way defend;'
limit or describe the scope or intent of any provisions,articles,sections or clauses of this Lease.
Section 13.7 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 correcting any inadequate or incorrect description of the
Equipment hereby leased or intended so to be,for carrying out the expressed intention of this Lease.
Section 13.8 Execution in Counterparts. This Lease may be executed in several counterparts,each of which
shall be an original and all of which shall constitute but one and the same instrument.
Section 13.9 Applicable Law. This Lease shall be governed by and construed in accordance with the laws of
the State.
Section 13.10 Anti-Discrimination. Lessor agrees not to discriminate against any employee or applicant for
employment because of race,creed, color,national origin,sex,age,sexual orientation,gender identification,marital status,
religion,or physical defect or disability with regard to but not limited to employment,upgrading,promotion or transfer,
recruitment or recruitment advertising,layoffs or termination or selection for training.
Section 13.11 Lessor and.Lessee Representatives. Whenever under the provisions of this Lease,the approval of
the Lessor or the Lessee is required to take some action at the request of the other,such approval of such request shall be given
by an Authorized Representative of the Lessor,for the Lessor,and by an Authorized Representative of the Lessee,for the
Lessee. Any party hereto shall be authorized to rely on such approval of request.
IN WITNESS WHEREOF,Lessor has caused this Lease to be executed in its corporate name by its duly authorized
officers;and Lessee has caused this Lease to be executed in its name by duly authorized officers,as of the date first above
written.
LESSOR: LESSEE:
MERCHANTS BANK EQUIPMENT FINANCE, City of Bozeman
a division of Merchants Bank, National Association �—
Z a/"li rn
Print
/or'type full name n.,� Print or type full.name
By: /u,.Z/ w.: f'�Yore-. �r
Signature Signature
Title: Title:_(A A, � r
v
Lease-Purchase Agreement 10/2017
EXHIBIT A
DESCRIPTION OF EQUIPMENT
(1)2019 Elgin Broom Bear Sweeper
Serial Number: 4MH11363
Lease-Purchase Agreement 10/2017
EXHIBIT B
PAYMENT SCHEDULE
Commencement Date: 04/29/2019
Date Payment Interest Principal 4,Purchase
Option Price
Loan 04/29/2019 223,395.00
1 04/29/2019 41,387.85 0.00 41,387.85 182,007.15
2019 Totals 41,387.85 0.00 41,387.85
2 04/29/2020 41,387.85 8,077.09 33,310.76 148,696.39
2020 Totals 41,387.85 8,077.09 33,310.76
3 04/29/2021 41,387.85 6,598.83 34,789.02 113,907.37
2021 Totals 41,387.85 6,598.83 34,789.02
4 04/29/2022 41,387.85 5,054.96 36,332.89 77,574.48
2022 Totals 41,387.85 5,054.96 36,332.89
5 04/29/2023 41,387.85 3,442.59 37,945.26 39,629.22
2023 Totals 41,387.85 3,442.59 37,945.26
6 04/29/2024 41,387.85 1,758.63 39,629.22 0.00
2024 Totals 41,387.85 1,758.63 39,629.22
Grand Totals 248,327.10 24,932.10 223,395.00
TOTAL: $223,395.00
INTEREST RATE: 4.35%
*Amount due after payment of Lease-Purchase Payment due on the same day.
All amounts received by Lessor shall be applied first to late payment charges and expenses, then to accrued
interest, and then to principal payments in inverse order, as determined by lessor, as permitted by law.
Lease-Purchase Agreement 10/2017
EXHIBIT C
ACCEPTANCE CERTIFICATE
The undersigned, being a duly appointed Lessee Representative, under the Lease Purchase Agreement
dated as of 04/29/2019 (the ("Lease"), by and between Merchants Bank Equipment Finance ("Lessor"), and the
City of Bozeman, ("Lessee"), hereby certifies on behalf of Lessee with respect to the Equipment to be acquired
under Lease Exhibit A, that the portion of the Equipment described on the attachment to this Acceptance
Certificate has been delivered and installed pursuant to and in accordance with said Lease and has been accepted
by Lessee. {
Dated: VvY`ei 0 tel
As Lessee: City of Bozeman
VY
Print or type f II name
By: - --�
Signature
Title: 0InZ66�Ar
Lease-Purchue Agreement 10/2017
EXHIBIT C-1
REQUEST FOR DISBURSEMENT OF FUNDS
TO: Merchants Bank Equipment Finance ("Lessor")
7600 Parklawn Avenue, Suite 384
Minneapolis, MN 55435
FROM: City of Bozeman ("Lessee")
121 N. Rouse Ave.
Bozeman, Montana 59715
The Lessee hereby requests disbursement of funds pursuant to the Lease Purchase Agreement dated 04/29/2019
(the"Lease"), between the Lessor and Lessee, as follows:
1. Amount to be disbursed: $223,395.00
2. The payee(s) are Titan Machinery.
3. Purchase of the payment: Payment for property as described in the Lease and Exhibit C.
4. Bills, receipts, invoices or other documents evidencing the amount requested are attached hereto.
5. The Lessee hereby certifies that the amounts requested to be disbursed were properly incurred in
connection with the acquisition of the Equipment as described in the Lease and were not subject of any
previous request for disbursement.
6. This request is the final disbursement request.
Dated: Jam 10- v 1 LESSEE: City of Bozeman
ArAr vIr-3it-
Pri r type ful ame
By
its U
Lease-Purchase Agreement 10/2017
EXHIBIT D
OPINION OF COUNSEL
To: Merchants Bank Equipment Finance ("Lessor")
7600 Parklawn Avenue, Suite 384
Minneapolis, MN 55435
Re: Lease Purchase Agreement by and between Merchants Bank Equipment Finance, a division of
Merchants Bank, National Association ("Lessor") and the City of Bozeman ("Lessee") dated as of
04/29/2019.
Ladies and Gentlemen:
I have acted as counsel to Lessee with respect to the Lease Purchase Agreement described above (the
"Lease") and various related matters, and in this capacity I have reviewed a duplicate original of the Lease and
various other documents. Based upon the examination of these and such other documents as we deem relevant,
it is our opinion that:
1. The Lessee is authorized and has power under State law to purchase, rent or otherwise provide
for personal property and has power under state law to enter into the Lease and to carry out the obligations
thereunder and the transactions contemplated thereby.
2. The Lease has been duly authorized, approved, executed and delivered by and on behalf of
Lessee, and the Lease is a valid and binding contract of Lessee enforceable in accordance with its terms, except
to the extent such enforceability is limited by State and Federal laws affecting remedies and by bankruptcy,
reorganization or other laws of general application relating to or affecting the enforcement of creditors' rights.
3. The authorization, approval and execution of the Lease and all other proceedings of Lessee
relating to the transactions contemplated thereby have been performed in accordance with all applicable open
meeting laws, public bidding laws and all other applicable laws, rules and regulations of the State.
4. The execution of the Lease and the appropriation of moneys to pay the Lease-Purchase Payments
coming due thereunder, does not result in the violation of any constitutional, statutory or other limitation relating to
the manner, form or amount of indebtedness which may be incurred by Lessee.
5. There is no litigation, action, suit or proceeding threatened or pending before any court,
administrative agency, arbitrator or governmental body, that challenges the organization or existence of Lessee;
the authority of its officers; the proper authorization, approval and execution of the Lease and the other documents
contemplated thereby; the appropriation of moneys to make Lease-Purchase Payments under the Lease for
Lessee's current Fiscal Year; or the ability of Lessee otherwise to perform its obligations under the Lease and the
transactions contemplated thereby.
6. The Lease is not a general obligation debt of Lessee.
Dated: (e $ �q
Very truly yours,
Lease-Purchaze Agreement 10/2017
�i VY Merchants Bank LESSEE'S AUTHORIZATION RESOLUTION
Equipment Finance
7600 Parklawn Avenue, Suite 384
Minneapolis, MN 55435
Whereas, City of Bozeman, (the "Governmental Entity"), a body politic and corporate duly organized and existing as a
political subdivision, municipal corporation or similar public entity of the State of Montana (the "State"), is authorized by
the laws of the State to purchase, acquire and lease personal property for the benefit of the Governmental Entity and its
inhabitants and to enter into contracts with respect thereto; and
Whereas, in order to acquire such equipment, the Governmental Entity proposes to enter into a lease-purchase
transaction pursuant to that certain governmental Equipment Lease-Purchase Agreement (the "Lease') with Merchants
Bank Equipment Finance, a division of Merchants Bank, National Association, the form of which has been presented to
the governing body of the Governmental Entity at this meeting;
Section 1. Approval of Documents. The form, terms and provisions of the Lease and all other schedules and exhibits
attached thereto are hereby approved in substantially the form presented at this meeting, with such insertions, omissions
and changes as shall be approved by counsel of the Governmental Entity or other members of the governing body of the
Governmental Entity executing the same, the execution of such documents being conclusive evidence of such approval;
and the persons holding the titles listed below or any other officer of the Governmental Entity who shall have the power to
execute contracts on its behalf are hereby authorized and directed to execute, acknowledge, countersign and deliver the
Lease and all exhibits attached thereto, and the Secretary/Clerk of the Governmental Entity is hereby authorized to attest
to the foregoing and affix the seal of the Governmental Entity to such documents.
Section 2. Other Actions Authorized. The officers and employees of the Governmental Entity shall take all action
necessary as reasonably required by the parties to the Lease to carry out, give effect to and consummate the transactions
contemplated thereby and to take all action necessary to conformity therewith, including, without limitation, the execution
and delivery of any closing and other documents required to be delivered in connection with the Lease.
Section 3. No General Liability. Nothing contained in this Resolution, the Lease, or any other instrument shall be
construed with respect to the Governmental Entity as incurring a pecuniary liability or charge upon the general credit of
the Governmental Entity or against its taxing power, nor shall the breach of any agreement contained in this Resolution,
the Lease, or any other instrument or document executed in connection therewith impose any pecuniary liability upon the
Governmental Entity or any charge upon its general credit or against its taxing power, except to the extent that the
payments payable under the Lease are special limited obligations of the Governmental Entity as provided in the Lease.
Section 4.Authorized Signatories. Following are the true names, correct titles and specimen signatures of the incumbent
officers referred to in the foregoing resolution.
Name (Print or Type) Title (Print or Type) Signature
r S ra
Section 5. Effective Date. This Resolution shall be effective immediately upon its approval and adoption. This Resolution
was adapted a proved on
Signature: �• • • • . _� ��M21
See�/Clerk - • .
Name Printed: `Iln (/i'C7 >'�' • `�� r� �9"A
`'
Date: �0 * �'� '- •C ,
�LgTIN CO 1S.
Lessee's R�haaation Re¢oANon 12016
4lilf- Merchants Bank
Equipment Finance
INSURANCE REQUIREMENTS FORM
7600 Parklawn Avenue, Suite 384
Minneapolis, MN 55435
DATE: 4/29/2019
TO: City of Bozeman
FROM: Merchants Bank Equipment Finance, a division of Merchants Bank, National Association ("MBEF")
****Provide a copy of this to your insurance agent and/or carrier****
Per Section #6 of the Lease-Purchase Agreement dated 04/29/2019 you are required to provide and maintain
insurance coverage as summarized below. If you have questions, please reference the Lease or call your MBEF
representative. Satisfactory evidence of insurance must be provided to MBEF before the lease schedules can be
completed.
Equipment Description: (1)2019 Elgin Broom Bear Sweeper
Serial Number: 4MH11363
Insurance Agent Name:
Address:
Address:
Phone Number:
Fax Number:
Email:
INSURANCE REQUIREMENTS SUMMARY
Merchants Bank, 7600 Parklawn Avenue, Suite 384, Minneapolis, MN 55435, and/or its assigns and/or its
successors must be named as:
/xx/ LOSS PAYEE for property damage coverage:
/xx/ Fire/Lightening, extended coverage and vandalism/malicious mischief for $223,395.00 with a
deductible to$1,000 acceptable.
Forward the completed certification to:
Merchants Bank Equipment Finance
7600 Parklawn Avenue, Suite 384
Minneapolis, MN 55435
MBEF Representative: Christian Lizaola
Telephone: (952) 837-4904
Fax: (855) 815-2660
Account Number: 102043004
M—Insurance Requirement—Equipment 9/2018
�l Y Merchants Bank
Equipment Finance
REMIT TO: Merchants Bank Equipment Finance
PO Box 228
Winona, MN 55987
City of Bozeman
121 N. Rouse Ave.
Bozeman, Montana 59715
Contract# 102043004
INVOICE
Invoice Date: 5/7/2019
Amount Due: $41,387.85
Payment: $41,387.85
Document Fee $0
Sales Tax: $0
Total Amount Due: $41,387.85
First advance lease payment and applicable documentation fee must
be made by check and accompany original signed documents.
Please refer to lease document for payment due date.
If participating in ACH program, ACH will not apply to the first
payment and documentation fee due.
7600 Parklawn Avenue,Suite 384 Minneapolis,MN 55435 952-837-4900
#lt�rtai
RESOLUTION NO. 5047
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, AUTHORIZING THE CITY MANAGER TO SIGN THE LESSEE'S
AUTHORIZATION RESOLUTION FROM MERCHANTS BANK EQUIPMENT
FINANCE.
WHEREAS, the City Commission approved the lease of a 2019 Elgin Broom Bear
Sweeper from Merchants Bank Equipment Finance on May 20,2019.
WHEREAS, the Lessee's Authorization Resolution is a required document from
Merchants Bank Equipment Finance that needs to be signed and returned to them in order to
complete the lease paperwork.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of
Bozeman, Montana:
Section 1
The City Commission hereby authorizes the City Manager to sign the Merchants Bank Equipment
Finance Lessee's Authorization Resolution and have the document returned to them to complete
the approved lease.
Page 1 of 2
Resolution 5042,Merchants Bank Lessee Authorization Resolution
PASSED, ADOPTED, AND APPROVED by the City Commission of the City of
Bozeman, Montana, at a regular session thereof held on the 171h day of June, 2019.
CHRIS MEHL
Deputy Mayor
ATTEST: >
OF B p2'.
ROBIN CROUGH • * .
City Clerk c�•• �"3 �Q
* 1883�o �`' APPROVED AS TO FORM:
IN CO.
KAREN STAMBAUGH
Acting City Attorney
Page 2 of 2