Post Award Documents.pdf

PDF 186 KB Posted

Attached to
Master Agreement AZ|CTR070049
Contract number
CTR070049
Issued by
Arizona

About this file

This document is a Post Award Meeting Agenda and Attendance Sheet for a Master Lease Purchase/3rd Party Financing contract, scheduled for February 21, 2024, at 3:00 pm via Google Meets. The meeting involves the Arizona Department of Transportation (ADOT) Procurement and Equipment Services, along with financial institutions Banc of America Public Capital Corp and U.S. Bancorp Government Leasing and Finance Inc. The contract is identified by tracking numbers CTR070048 and CTR070049.

The meeting agenda covers critical contract details including contract deliverables, special terms and conditions, and vendor performance. Key discussion points include scope of work, financing steps, contract terms, eligible agencies, ordering processes, delivery requirements, invoicing, payment terms, and insurance requirements. While specific pricing details are not provided in the documents, the agenda indicates that pricing will be a topic of discussion. The meeting appears focused on finalizing administrative and operational aspects of a master lease purchase agreement, likely for fleet or equipment financing for the Arizona Department of Transportation.

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Text version

Rev. 08/2023

Post Award Agenda, Master Lease Purchase/3rd Party Financing

Procurement

Date: February 21, 2024 Time: 3:00 pm – 3:30 pm Location: Google Meets Attendees: See attendance sheet

AGENDA TOPICS

Welcome/ Introduction

1. Primary Points of Contact Procurement Officer Department Representative(s), Project Manager, Supplier(s)

2. Contract Deliverables

Scope of Work and Amendment 1 4.4.3 4.4.7

5.2 pay off letter – Titles/VIN #s 6.2

6.3 Financing steps

6.4 Payoff – Group email box: Fleet_management@azdot.gov

Exhibit 3 – Master Lease Agreement

3. Special Terms and Conditions

Contract Term Eligible Agencies Ordering Delivery Invoicing & Payment Requirements Insurance Requirements Usage Report – 17 and Exhibit 4

4. Pricing

5. Vendor Performance Reports

Rev 04/2020

POST AWARD MEETING

CTR070048 and CTR070049/Master Lease Purchase-3rd Party Financing February 21, 2024 • 3:00 pm Google Meets

Please print clearly.

NAME ORGANIZATION SIGNATURE

Bambi Brenden ADOT Procurement Present

Gary Lowe ADOT/Equipment Services Present

Lori Anderson ADOT/Equipment Services Present

Jill Forsyth Banc of America Public Capital Corp

Present

Lisa Coggi Banc of America Public Capital Corp

Present

Tasha Barreau U.S. Bancorp Government Leasing and Finance Inc

Present

Tiffany Connell ADOT/Procurement Not Present

Aimee Fields ADOT/Procurement Present

Shaimaa Ahmed ADOT/Procurement Not Present

Post Award Agenda
Date: February 21, 2024
Time: 3:00 pm – 3:30 pm

Meeting Sign-In Sheet - Post Award

File details come from the government source that posted it. Updated .