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File #: Res. 2022-49R    Version: 1 Name:
Type: Resolution Status: Individual Consideration
File created: 2/1/2022 In control: City Council
On agenda: 3/1/2022 Final action:
Title: Consider approval of Resolution 2022-49R, approving a Master Lease-Purchase Financing Agreement with J.P. Morgan Chase Bank, N.A. for the financing of a digger derrick, two bucket trucks, and a wire tensioner for use by the Electric Utility Division of the Utilities Department to be financed in the amount of $855,875.59, inclusive of interest, for a seven-year term; authorizing the City Manager or her designee to execute all appropriate documents associated with this transaction; and declaring an effective date.
Attachments: 1. Resolution, 2. JPMorgan ARF attachment.pdf

AGENDA CAPTION:

Title

Consider approval of Resolution 2022-49R, approving a Master Lease-Purchase Financing Agreement with J.P. Morgan Chase Bank, N.A. for the financing of a digger derrick, two bucket trucks, and a wire tensioner for use by the Electric Utility Division of the Utilities Department to be financed in the amount of $855,875.59, inclusive of interest, for a seven-year term; authorizing the City Manager or her designee to execute all appropriate documents associated with this transaction; and declaring an effective date.

 

Body

Meeting date:  March 1, 2022

 

Department:  Utilities Department, Tyler Hjorth - Director (by Lynda Williams, Purchasing Manager)

 

Amount & Source of Funding
Funds Required:
  $122,267.94 first payment installment due March 2022

Account Number:  21006319.60125

Funds Available:  $174,835

Account Name:  Equipment

 

Fiscal Note:
Prior Council Action: Approval of FY22 Budget which included capital outlay requests for these items.

City Council Strategic Initiative:  [Please select from the dropdown menu below]

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Comprehensive Plan Element (s): [Please select the Plan element(s) and Goal # from dropdown menu below]
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Core Services

Not Applicable

Master Plan
: [Please select the corresponding Master Plan from the dropdown menu below (if applicable)]
San Marcos Electric Utility Master Plan


Background Information:

Under separate Agenda Item on this date March 1, 2022, is the following equipment to be purchased via this finance agreement: (2) bucket trucks, a wire tensioner, and a digger derrick from Altec Industries, Inc.

 

The City received proposals to finance the listed equipment for the Electric Utility Division, Utilities Department.  Of proposals received with the best interest rate, JP Morgan Chase, NA offered an interest rate of 1.959% for a seven (7) year term. The total amount for the equipment is $808,092.00 plus interest of $47,783.59 equals the total amount to be financed and paid by the City at $855,875.59 at the conclusion of the seven-year agreement.

 

Payments will be made annually with the first payment due March 7, 2022 (FY22), pending the approval of this resolution.

 

Council Committee, Board/Commission Action:
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Alternatives:

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Recommendation: 

Staff recommends approving the financed purchase agreement between the City and JP Morgan Chase, NA.