HomeMy WebLinkAboutLease Financing Agreement for Mobile Hardware Lease of Thirty (30) iPads, Three (3) iPad Minis, and Seven (7) Surface Tablets with Docks and Keyboards – AT&T Capital Services, Inc..'
1316 CouNTY-CITv BUILDING
PHONE 574/ 235-9251
227 W. JEFFERSON BOULEVARD 65,
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R [ ,M11.'.l �* j FAX 574/ 235-9171
*`
SOl)TH BEND. INDIANA 4660I -1 83O ;�•
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CITY OF SOUTH BEND JAMES MUELLER, MAYOR
BOARD OF PUBLIC WORKS
February 11, 2020
Ms. Kelly Poole
AT&T Capital Services, Inc.
220 N. Meridian, Room 770
Indianapolis, IN 46204
RE: Lease Financing Agreement
Dear Ms. Poole:
The Board of Public Works, at its meeting held on February 11, 2020, approved the above
referenced agreement for the mobile hardware lease of thirty (30) iPads, three (3) iPad
Minis, and seven (7) Surface Tablets with docks and keyboards in the amount of
$24,402.53 for 36 months.
Enclosed please find a copy of the agreement for your records.
If you have any further questions regarding this matter, please call this office at (574) 235-
9251.
Sincerely,
. .) d.
Linda M. Martin, Clerk
Enclosure
GARY A. GILOT ELIZABETH A. MARADIK THERESE J. DORAU JORDAN V. GATHERS JOSEPH R. MOLNAR
AT&T
Business
THE CITY OF SOUTH BEND, INDIANA
227 WEST JEFFERSON BLVD.
SOUTH BEND, IN 46601
Opportunity #: 1-105414848
AT&T Capital Services, Inc.
Kelly Poole
220 N Meridian, Room 770
Indianapolis, IN 46204
Direct: (317) 822-8863
Email: kp3251@att.com
January 31, 2020
AT&T Capital Services, Inc. is pleased to provide a proposal for the lease of the equipment and/or services as submitted to us. The
proposed lease terms are as follows:
NOTE: AT&T EQUIPMENT/SERVICES CONTRACT IS REQUIRED BEFORE ORDER CAN BE PROCESSED.
Paynnent Option: 36 Months, Muni 93 Buvout
Equipment
Qty
Cost/Each
Total Cost
Lease Rate
Monthly
Monthly
Initial
Description
Factor
Payment
Payment/Unit
Option
iPad 7th Gen 32GB
30
$359.99
$10,799.70
0.02996
$323.56
$10.79
iPad Mini 5th Gen 64GB
3
$429.99
$1,289.97
0.02996
$38.65
$12.88
MS Surface Pro LTE 8GB
7
$1,439.00
$10,073.00
0.02996
$301.79
$43.11
MS Surface Pro LTE
7
$129.99
$909.93
0.02996
$27.26
$3.89
Keyboard
MS Surface Dock
7
$189.99
$1,329.93
0.02996
$39.84
$5.69
Amount Requested: $24,402.53
Rates quoted are for commercial leases only.
Subject to execution of Mutually Acceptable Documentation.
Quoted Lease Payments Exclude Any Applicable Taxes.
Payments may be indexed up until lease commencement.
Customer agrees to allow AT&T Capital Services, Inc. to file UCC Financing Statements.
Credit Approval will be withdrawn 120 days following the date of this letter if the lease has not commenced.
Approval is pending verification of corporate name and final verification of credit information.
Shipping Charges are not included in Data Equipment.
$250.00 processing fee for lease cancellation prior to commencement if PO is issued.
Lessee's failure to execute mutually acceptable documentation relative to this lease within ninety (90) days of the
lessee's first functional use of the system will result in this lease converting to cash.
End gf Lease Options
$1 Purchase Option
Customer purchases the equipment for $1 at the end of the lease term„
Thank you for this leasing opportunity. I am looking forward to working with you.
Sincerely,
AGREED TO AND ACCEPTED BY,,
Kelly pCole, THE CITY OF SOUTH BEND, INDIANA
Name:
AT&T Capital Services, Inc. Title: w, ql^p o
f PlAlk
Date:
AT&T Capital Services, Inc. 36 S. Fairview Ave. AT&T Muni Mobility SM
IL
Park Ridge, Office: 016 Financing Agreement
OS00/3/323-7313-7312
Fax: 847/326-0560 Number: 001-2340900-010
Dated: January 31, 2020
Lessee
..........
Customer full legal name
THE CITY OF SOUTH BEND, INDIANA
Telephone number
Fax number Federal Employer Id Number (Required)
574 235-9145
Contact Name
E-Mail Address
HERSCHEL LAYMAN
hla man@southbendin. ov
Headquarter Address
City State Zip County
227 WEST JEFFERSON BLVD.
SOUTH BEND IN 46601
Location, if different from above
City State Zip County
227 WEST JEFFERSON BLVD,
SOUTH BEND tN 46601
Equipment Detail
Description
FEquipment
)- iPads with Cellular and AirWatch, (3) - iPad Mini with Cellular and AirWatch, (7) - Surfaces with keyboard, dock, and cellular with all attachments and
essories
ipment Supplier AT&T Mobility
Cor oratmil
Schedule ofRental Payments
Purchase option: One Dollar
Down Payment (if applicable)"
Term (in months) Total number of payments: 36 in Arrears
$0.00 (plus applicable taxes)
36
*Payable to AT&T
Capital Services, Inc. and due upon execution of this Agreement.
........................
Payment frequency: Monthly
...... _.... w _..._........... -,
Payments**: 36 at $731. ill (plus applicable taxes)
**Payments may be indexed up until agreement commencement.
Acknowledgement
Customer hereby certifies that he/she has read and agrees to all of the terms and
conditions set forth on pages 1-3 of this AT&T Mobility Financing SM greement.
Customer Name
THE CITY OF SOUTH BEND, INDIANA
DBA:
Name and Title (please print) .....k
tB Ii"Q of PuWi
Signature ......................w .-_---------.......
ya^
Accepted By
THIS AGREEMENT IS NOT BINDING UNTIL ACCEPTED BY LENDER.
Lender Name
AT&T CAPITAL SERVICES, INC.
Name and Title (please print)
Signature
Forme Rev. 2-16-2017 Page 1 of 3
Terms and Conditions
1. AGREEMENT - Subject to the terms and conditions of this AT&T Muni
Mobility Financing Agreement (the "Agreement"), Customer agrees to finance
from Lender the equipment (the "Equipment") described on page 1 of this
Agreement. The Agreement shall commence on the date the Equipment is
delivered to the customer ("Commencement Date") and shall continue for the
number of months specified in the Agreement ("Term").
Customer's failure to execute this Agreement within ninety (90) days of the
delivery of the Equipment will result in this Agreement converting to a cash
sale, with payment due and payable immediately.
2. PAYMENTS - During the Term of the Agreement, Customer agrees to
pay Lender the total number of payments multiplied by the amount of each
payment (plus taxes) specified on page 1 of the Agreement. The due date of
the first payment is the date upon which the Equipment is delivered to
Customer or any later date designated by Lender. Restrictive endorsements
on checks sent to Lender will not reduce Customer's obligations to Lender.
The payment amount specified is indexed to like -term US Treasury Bills, and
any increase or decrease in the corresponding US Treasury Bills will cause the
payment to be adjusted point for point at the time of the Commencement Date.
The payments do not include any additional interest expense for progress
payments which are required by Lender on all transactions with installations
exceeding 60 days. Progress payments will be financed through Lender at
Prime Rate plus 2% at time of funding.
3. NON -CANCELABLE AGREEMENT - Customer's obligation to make
payments and to pay any other amounts due hereunder shall be ABSOLUTE
AND UNCONDITIONAL and shall not be subject to any delay, cancellation,
termination, reduction, set-off, defense, counterclaim or recoupment for any
reason whatsoever. This is an irrevocable Agreement for the full Term and
cannot be cancelled, other than for Non -Appropriation, as hereinafter defined.
4. NON -APPROPRIATION: This Section is applicable only if the inclusion
of such a non -appropriation provision is legally required. Customer's
obligations to pay Payments and any other amounts due for each fiscal period
is contingent upon approval of the appropriation of funds by its governing
body. In the event funds are not appropriated for any fiscal period equal to
amounts due under the Agreement, Customer may terminate the Agreement
effective on the first day of such fiscal period ("Termination Date"), if: (a)
Customer has used due diligence to exhaust all funds legally available; and (b)
Lender has received written notice from Customer at least thirty (30) days
before the Termination Date. Upon the occurrence of such non -appropriation,
Customer shall not be obligated for Payments for any fiscal period for which
funds have not been so appropriated, and Customer shall deliver the
Equipment to Lender on the Termination Date, packed for shipment in
accordance with the manufacturer's specifications, freight prepaid and insured
to any location in the continental United States designated by Lender. If
Customer terminates an Agreement pursuant to this Section, unless the
following would affect the validity of a Agreement, Customer will not purchase,
lease, rent, seek appropriations for, or otherwise obtain equipment serving the
same function as the Equipment for the fiscal period in which such termination
occurs or the next succeeding fiscal period and such an obligation will survive
termination of this Agreement.
5. DELIVERY AND ACCEPTANCE - Customer understands that Lender
is not responsible for delivery of Equipment. Customer holds Lender harmless
from specific performance of this Agreement and from any damages if for any
reason the manufacturer, supplier, vendor or distributor (collectively referred to
in this Agreement as "Vendor") delays in delivery, or if the Equipment is
unsatisfactory.
6. WARRANTY DISCLAIMER - CUSTOMER AGREES THAT IT HAS
SELECTED THE VENDOR AND PRODUCT BASED UPON ITS OWN
JUDGEMENT AND DISCLAIMS ANY RELIANCE UPON ANY
STATEMENTS OR REPRESENTATIONS MADE BY LENDER. LENDER
MAKES NO WARRANTY WITH RESPECT TO THE PRODUCT, EXPRESS
OR IMPLIED, AND LENDER SPECIFICALLY DISCLAIMS ANY WARRANTY
OF MERCHANTABILITY AND OF FITNESS FOR A PARTICULAR
PURPOSE AND ANY LIABILITY FOR CONSEQUENTIAL DAMAGES
ARISING OUT OF THE USE OF OR THE INABILITY TO USE THE
PRODUCT. WARRANTIES MADE BY THE VENDOR TO THE LENDER
SHALL INURE TO THE BENEFIT OF THE CUSTOMER, TO THE EXTENT
ASSIGNABLE. IF THE EQUIPMENT DOES NOT OPERATE AS
REPRESENTED, WARRANTED OR GUARANTEED BY VENDOR, OR ARE
UNSATISFACTORY FOR ANY REASON, CUSTOMER SHALL MAKE ITS
CLAIM AND ANY COMPLAINT THEREFOR AGAINST VENDOR, AND NOT
AGAINST LENDER AND SHALL CONTINUE TO MAKE ALL PAYMENTS
REQUIRED HEREUNDER. CUSTOMER ACKNOWLEDGES THAT VENDOR
IS NOT AN AGENT OF LENDER AND STATEMENTS OR
REPRESENTATIONS OF THE VENDOR SHALL NOT BIND OR AFFECT
LENDER, AND SHALL NOT AFFECT THE CUSTOMER'S OBLIGATIONS
UNDER THIS AGREEMENT.
7. NO AGENCY - Customer acknowledges that (1) there is no agency or
joint venture between Lender and the Vendor; (2) neither the Vendor nor any
other person is authorized to act on Lender's behalf; and (3) ONLY AN
INDIVIDUAL AUTHORIZED BY LENDER IS PERMITTED TO WAIVE OR
ALTER ANY TERM OR CONDITION OF THIS AGREEMENT.
8. ASSIGNMENT - LENDER MAY ASSIGN ITS INTEREST IN THIS
AGREEMENT WITHOUT CUSTOMER'S CONSENT. CUSTOMER AGREES
THAT IN ANY ACTION BROUGHT BY AN ASSIGNEE AGAINST
CUSTOMER TO ENFORCE LENDER'S RIGHTS HEREUNDER, CUSTOMER
WILL NOT ASSERT AGAINST SUCH ASSIGNEE, AND EXPRESSLY
WAIVES AS AGAINST ANY ASSIGNEE, ANY BREACH OR DEFAULT ON
THE PART OF LENDER HEREUNDER OR ANY OTHER DEFENSE, CLAIM
OR SET-OFF WHICH CUSTOMER MAY HAVE AGAINST LENDER EITHER
HEREUNDER OR OTHERWISE. NO SUCH ASSIGNEE SHALL BE
OBLIGATED TO PERFORM ANY OBLIGATION, TERM OR CONDITION
REQUIRED TO BE PERFORMED BY LENDER HEREUNDER.
9. QUIET ENJOYMENT - Provided that no Event of Default (as defined in
Section 12 herein) has occurred or is continuing hereunder, Lender shall not
interfere with Customer's right of quiet enjoyment and use of the Equipment.
10. TAXES AND FEES - Customer shall pay when due and shall indemnify
Lender for, and hold Lender harmless from and against all federal, state, and
local filing fees, assessments, taxes including without limitation, sales, lease,
use, excise and personal property taxes (excluding only taxes payable with
respect to Lender's net income) which may be imposed on the Lender arising
in any way out of the use or leasing of the Equipment. Such amounts shall be
considered additional rent and shall be payable by Customer upon demand by
Lender.
The obligations under this section shall survive the expiration or termination of
this Agreement.
11. INDEMNITY - Customer hereby indemnifies Lender and holds Lender
harmless from any and all claims, actions, suits, proceedings, costs,
expenses, damages and liabilities, including attorney's fees, arising out of or
connected with the Equipment or the use thereof, including without limiting the
generality of the foregoing, its manufacture, selection, delivery, possession,
use, leasing, fitness operation, return, or latent or other defects, whether or not
discoverable, or arising out of any failure by Customer to perform or comply
with any of the terms and conditions of this Agreement. The indemnities
contained herein shall continue in full force and effect notwithstanding the
termination of this Agreement, whether by expiration of time, by operation of
law, or otherwise.
12. DEFAULT AND REMEDIES - If Customer (a) does not pay rent within
ten (10) days after the same becomes due, (b) breaches any of its
representations, warranties or other obligations under the Agreement, (c) is in
default under any other agreement between Customer and Lender (d)
becomes insolvent or assigns its assets for the benefit of its creditors, or (e)
enters (voluntarily or involuntarily) a bankruptcy proceeding ("Event(s) of
Default"), Customer will be in default. Upon the occurrence of an Event of
Default, Lender may require that Customer pay the remaining balance of all of
the rental payments due under this Agreement, present valued using a 3 % per
year discount rate. Customer also represents to Lender that interest on all
sums due Lender from the date of default until paid will be at the rate of one
and one-half percent (1-1/2%) per month, but only to the extent permitted by
law. In addition, Lender shall be entitled to recover from Customer any of the
remedies available under the Uniform Commercial Code ("UCC") or any other
law. If Lender refers this Agreement to an attorney or collection agency for
enforcement or collection, Customer agrees to pay the cost of recovery
including, but not limited to, legal fees and expenses.
Customer Inifials 4 A
u
Page 2 of 3
Form. Rev. 2-16-2017
13. OTHER RIGHTS - Customer agrees that any delay or failure to
enforce Lender's rights under this Agreement does not prevent Lender from
enforcing any rights at a later time. Customer and Lender intend this
Agreement to be a valid and legal document, and agree that if any part is
determined to be unenforceable, all other parts will remain in full force and
effect.
14. ENTIRE AGREEMENT; CHANGES - This Agreement contains the
entire agreement between Customer and Lender and supersedes all
previous discussions and the terms and conditions of any purchase orders
issued to and/or by Customer and it may not be altered, amended, modified,
terminated or otherwise changed except in writing and signed by Customer
and Lender. The descriptive headings hereof do not constitute a part of the
Agreement and no inferences shall be drawn there from. Whenever the
context of the Agreement requires, the masculine gender includes the
feminine or neuter, and the singular number includes the plural, and
whenever the word Lender is used herein, it shall include all assignees of
Lender. If there is more than one Customer named in the Agreement, the
liability of each shall be joint and several.
15. NOTICES - All of Customer's notices to Lender must be sent by
certified mail or recognized overnight delivery service, postage prepaid, to
Lender's address stated in this Agreement, or by facsimile transmission to
our facsimile telephone number, with oral confirmation of receipt. Lender's
notices to Customer may be sent first class mail, postage prepaid, to
Customer's address stated in this Agreement.
OPINION OF COUNSEL
16. MISCELLANEOUS - Customer and Lender intend and agree that a
photocopy or facsimile of this Agreement and all related documents, with
their signatures thereon shall be treated as originals, and shall be deemed
to be as binding, valid, genuine and authentic as an original signature
document for all purposes. This Agreement is a "Finance Agreement" as
defined in Article 2A of the UCC.
17. JURISDICTION - This Agreement shall be governed by the laws of
the state in which the Customer is located.
18. CUSTOMER REPRESENTATIONS - Customer represents and
warrants that (1) It has complete and unrestricted power to enter into this
Agreement, (ii) the persons execufiing this Agreement have been duly
authorized to execute this Agreement on Customer's behalf, (iii) all
information supplied to Lender is true and correct, including all credit and
financial information and (iv) it is able to meet all its financial obligations,
including the rent payments hereunder.
THE LOGO APPEARING ON THIS DOCUMENT IS A FEDERALLY REGISTERED TRADEMARK
AND MAY NOT BE USED IN ANY WAY NOR MAY THIS DOCUMENT BE ALTERED OR
MANIPULATED WITHOUT THE PRIOR EXPRESS WRITTEN CONSENT OF AT&T CAPITAL
SERVICES, INC. CUSTOMER MAY TRANSFER THIS DOCUMENT FROM ELECTRONIC FORMAT
TO A TANGIBLE ONE BY PRINTING IT IN ITS UNALTERED STATE.
Customer Initials, Pam,
With respect to that certain AT&T Muni Mobility Financing Agreement (the "Agreement") dated by and between AT&T Capital Services, Inc. and the Customer, I
am of the opinion that: (i) the Customer is, within the meaning of Section 103 of the Internal Revenue Code of 1986, as amended, a State or a fully constituted
political subdivision or agency of the State of the Equipment location described herein; (ii) the execution, delivery and performance by the Customer of the
Agreement have been duly authorized by all necessary action on the part of the Customer; and, (iii) the Agreement constitutes a legal, valid and binding
obligation of the Customer enforceable in accordance with its terms.
( a1KG ..........
Attorney for Customer
Page 3 of 3
Form. Rev. 2-16-2017
"TINTER-OFFICE MEMORANDUM
' Department of Innovation & Technology
City of South Bend 227 W Jefferson Blvd
TO: Board of Public Works, Linda Martin
CC: Dan O'Connor, Dan Parker, Michael Schmidt, Sandi Kennedy, Clara McDaniels
FROM: Herschel Layman
SUBJECT: Lease of iPads and Surface Tablets
DATE: 2/3/2020
Linda and Members of the Board -
We are submitting for review and approval the Lease of 30 iPads, 3 iPads Minis, and 7 Surface Tablets
with docks and keyboards. The total cost for 36 months will be $24,402.53.
The iPads will be used by the Utilities and Public Works. The iPad Minis will be used by both the Police
Department and the Fire Department. The Surfaces will be utilized by the Common Council.
Thank you,
Herschel Layman
BOARD OF PUBLIC WORKS
AGENDA ITEM REVIEW REQUEST FORM
Date 2/3/2020
Department
Name Herschel Layman Innovation & Tech
BPW Date 2/25/2020 Phone Extension 9145
.............. __
Rec uired Prior to Submittal to Board
BPW Attorney ® Attorney Name McDaniels
Dept. Attorney Attorney Name Kennedy
Purchasing n Schmidt
Check the
Item 'l"ype - Required, )r All Submissions
H Professional Services Agreement ❑I Contract
E] Open Market Contract
E] Amendment/Addendum
Bid Opening
F Bid Award
❑ Quote Opening
❑ Quote Award
Proposal Opening
❑ C/O & PCA No.
E] Chg. Order, No.
F Traffic Control
El Other: Hardware Lease
Company or Vendor Name
New Vendor
MBE/WBE Contractor
Project Name
Project Number
Funding Source
Account No.
Amount
Terms of Contract
Purpose/Description
uired Information
Proposal
❑ Special Purchase, QPA
E]Req. to Advertise
Reject Bids/Quotes
PCA
E] Resolution
Ease./Encroach
❑ Title Sheet
AT&T_Mobility
Yes❑], If Yes, Approved by Purchasing
® No
❑ MBE Completed E-Verify Form Attached El No
❑
WBE
Mobile Tablet Lease
IT Lease Accounts
279-0672-415.38-01 (principal)ITand w38-02 (interest)
$24,402.53
36 months .............._..... ........... w _...__.......�
iPad/Surface lease for Public Works, Public Safety, and City Council ....._.....__......
..... ----------
Amount of Increase
Decrease $ ....... _....._ .. _...
Previous Amount $
Increase %
Current Percent of Change: Decrease ( /o
New Amount $
Increase %
_....
Total Percent of Change: Decrease ._( %)
Time Extension Amount:
New Completion Date: