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R-89-1345 - 9/28/1989ATTEST: WHEREAS, the City of Round Rock has previously entered into agreements with Citicorp for the lease /purchase of various computer equipment, and WHEREAS, the City and Citicorp now desire to amend certain provisions of said agreements, said amendments being financially beneficial to both parties, Now Therefore, BE IT RESOLVED BY THE CITY COUNCIL OF ROUND ROCK, TEXAS, That the Mayor is hereby authorized and directed to execute on behalf of the City amendments to existing lease /purchase agreements with Citicorp, a copy of said amendments being attached hereto and incorporated herein. RESOLVED this day of September, 1989. 0 14/tit; JO E LAND, City Secretary GDRS09289E RESOLUTION NO. /345R- MIKE ROBINSON, Mayor City of Round Rock, Texas .'E DATE: September 25, 1989 SUBJECT: Council Agenda, September 28, 1989 ITEM: 11E. Consider a resolution authorizing the Mayor to execute amendments to the existing Lease /Purchase Agreement. STAFF RESOURCE PERSON: David Kautz STAFF RECOMMENDATION: To amend the existing Lease /Purchase Agreements (for various durable operating equipment) by removing the "subject to annual appropriation" clauses there by obligating revenues for the full term of the contract. This action allows payment of the remaining lease installments from accumulated Debt Service Fund Balance and removes the obligation from the General Fund. The Effective Tax Rate calculation has not and will not be affected by this amendment. Treating leases for equipment and rolling stock in this manner is a cheaper alternative than issuing other forms of short term debt, such as contractual obligations. The attached recommendation from the City attorney and leasing company approval are provided in support of this proposal. Citicorp North America, Inc. A subsidiary of Citicorp 1900 E. Golf Road -11th Floor Schaumburg, IL 60173 312/706 -9100 November 8, 1989 David Kautz, CGFO Finance Director The City of Round Rock 221 East Main Street Round Rock, TX 78664 Dear David: Please find enclosed one set of amendments to the lease agreements between Citicorp and the City of Round Rock, Texas which you requested of Citicorp to execute. Citicorp has retained the other set for our files. If I can be of further assistance to you, please call. Sincerely, Benny ep Assistant Vice President BAJ:brm Encl. /345 CITICORP ONORTH AMERICA cc: L.ec t c CITICORP 0 This Amendment, which shall be in effect as of the 1st day of October, 1989, is attached hereto and made a part of the State and Municipal Lease /Purchase Agreement dated April 29, 1987, by and between Citicorp North America, Inc., formerly Citicorp Industrial Credit, Inc., hereinafter called "Lessor" and the City of Round Rock, Texas, hereinafter called "Lessee ". Paragraph 5 of the Lease /Purchase Agreement, entitled Non - appropriation of Funds, shall be amended by deleting all language in Paragraph 5, and substituting the following language: LESSOR: 5. TAX LEVY. A special Interest and Sinking Fund (the "Interest and Sinking Fund ") is hereby created solely for the benefit of the lease, and the Interest and Sinking fund shall be established and maintained by the City at an official depository bank of the City. The Interest and Sinking Fund shall be kept separate and apart from all other funds and accounts of the City, and shall be used only for paying the interest on and principal of the lease. All ad valorem taxes levied and collected for an on account of the lease shall be deposited, as collected, to the credit of the Interest and Sinking Fund. During each year while the lease or interest thereon are outstanding and unpaid, the governing body of the City shall compute and ascertain a rate and amount of ad valorem tax which will be sufficient to raise and produce the money required to pay the interest on the lease as such interest comes due, and to provide and maintain a sinking fund adequate to pay the prinicipal of the lease as such princiapal comes due (but never less than 2% each year); and said tax shall be based on the latest approved tax rolls of the Issuer, with full allowance being made for tax delinquencies and the cost of tax collection. IN WITNESS WHEREOF, Lessor and Lessee have caused this Amendment to be executed in their names by their duly authorized representatives. CITICORP NORTH AMERICA, INC. formerly CITICORP INDUSTRIAL CREDIT, INC. By: P i ed Name: Ti e: JAMLS R. LAMP( vice rresiaent Date: cl P h cc C- AMENDMENT AMENDMENT LESSEE: CITY OF ROUND ROCK, TEXAS By: / a I Mike Robinson, Mayor City of Round Rock, Texas ATTEST: By: JIIAIl -..A./ J�� E LAND, City Secretary AMENDMENT This Amendment, which shall be in effect as of the 1st day of October, 1989, is attached hereto and made a part of the State and Municipal Lease /Purchase Agreement dated September 29, 1987, by and between Citicorp North America, Inc., formerly Citicorp Industrial Credit, Inc., hereinafter called "Lessor" and the City of Round Rock, Texas, hereinafter called "Lessee ". Paragraph 5 of the Lease /Purchase Agreement, entitled Non - appropriation of Funds, shall be amended by deleting all language in Paragraph 5, and substituting the following language: 5. TAX LEVY. A spacial Interest and Sinking Fund (the "Interest and Sinking Fund ") is hereby created solely for the benefit of the lease, and the Interest and Sinking fund shall be established and maintained by the City at an official depository bank of the City. The Interest and Sinking Fund shall be kept separate and apart from all other funds and accounts of the City, and shall be used only for paying the interest on and principal of the lease. All ad valorem taxes levied and collected for an on account of the lease shall be deposited, as collected, to the credit of the Interest and Sinking Fund. During each year while the lease or interest thereon are outstanding and unpaid, the governing body of the City shall compute and ascertain a rate and amount of ad valorem tax which will be sufficient to raise and produce the money required to pay the interest on the lease as such interest comes due, and to provide and maintain a sinking fund adequate to pay the prinicipal of the lease as such princiapal comes due (but never less than 2% each year); and said tax shall be based on the latest approved tax rolls of the Issuer, with full allowance being made for tax delinquencies and the cost of tax collection. IN WITNESS WHEREOF, Lessor and Lessee have caused this Amendment to be executed in their names by their duly authorized representatives. LESSOR: CITICORP NORTH AMERICA, INC. formerly CITICORP INDUSTRIAL CREDIT, INC. C- AMENDME2 LESSEE: CITY OF ROUND ROCK, TEXAS By: /t° /& Date: By: ATTEST: JO Mike Robinson, Mayor City of Round Rock, Texas E LAND, City Secretary This Amendment, which shall be in effect as of the 1st day of October, 1989, is attached hereto and made a part of the State and Municipal Lease /Purchase Agreement dated September 27, 1988, by and between Citicorp North America, Inc., formerly Citicorp Industrial Credit, Inc., hereinafter called "Lessor" and the City of Round Rock, Texas, hereinafter called "Lessee ". LESSOR: C- AMENDME3 Paragraph 5 of the Lease /Purchase Agreement, entitled Non - appropriation of Funds, shall be amended by deleting all language in Paragraph 5, and substituting the following language: 5. TAX LEVY. A special Interest and Sinking Fund (the "Interest and Sinking Fund ") is hereby created solely for the benefit of the lease, and the Interest and Sinking fund shall be established and maintained by the City at an official depository bank of the City. The Interest and Sinking Fund shall be kept separate and apart from all other funds and accounts of the City, and shall be used only for paying the interest on and principal of the lease. All ad valorem taxes levied and collected for an on account of the lease shall be deposited, as collected, to the credit of the Interest and Sinking Fund. During each year while the lease or interest thereon are outstanding and unpaid, the governing body of the City shall compute and ascertain a rate and amount of ad valorem tax which will be sufficient to raise and produce the money required to pay the interest on the lease as such interest comes due, and to provide and maintain a sinking fund adequate to pay the prinicipal of the lease as such princiapal comes due (but never less than 2% each year); and said tax shall be based on the latest approved tax rolls of the Issuer, with full allowance being made for tax delinquencies and the cost of tax collection. IN WITNESS WHEREOF, Lessor and Lessee have caused this Amendment to be executed in their names by their duly authorized representatives. CITICORP NORTH AMERICA, INC. formerly CITICORP INDUSTRIAL CREDIT, INC. Date: iagl59 AMENDMENT LESSEE: CITY OF ROUND ROCK, TEXAS By: P'ted Name: Mike Robinson, Mayor Title: 1AMESR.CANNON City of Round Rock, Texas Vice President By: ATTEST: By: JO E LAND, City Secretary