NEW ADDRESS: Carlyle
Capital Markets Inc., 325 North St. Paul, Suite 800 Dallas, Texas 75201
phone: 214/953-8860 fax: 214/953-4072
Facilitator Agreement between NC State Board of Education and Carlyle
Capital Markets, Inc.
(CCMI) - Final version, signed May 22, 2003
Replacement Bus Financing Agreement between North Carolina LEAs and CCMI
- Final Version
April 24 Memo from Philip Price and Derek Graham - 2002 -
2003 Replacement School Buses, Financing Arrangements
- MEMO: May
29 from Philip Price and Derek Graham - LEA Instructions for Financed
Purchase of Replacement School Buses
- Text of May 29 email from Derek
- LEA INSTRUCTIONS FOR PROCESSING REPLACEMENT SCHOOL BUS FINANCING DOCUMENTS:
- Secure approval
to finance replacement buses from superintendent, local board, etc
- Complete Bus Order
Form and submit in Red Envelope to DPI Transportation Services
- Complete Request
for Payment form and FAX to DPI Transportation Services (919/807-3578)
attn: Steve Beachum. Note:
You may attach a copy of your EXHIBIT B AGGREGATE LIST OF REPLACEMENT
SCHOOL BUSES ANTICIPATED
TO BE ACQUIRED and put "See Attached" rather than duplicating
all of the payment information.
- Receive from Steve
Beachum an approval of the request for payment.
- Issue a Purchase
Order to IC Corporation for the PURCHASE PRICE of the buses (not the financed
- Download a copy
of the Master Replacement Bus Financing Agreement (MRBFA) and include
YOUR EXHIBIT B - AGGREGATE LIST OF REPLACEMENT SCHOOL BUSES ANTICIPATED
TO BE ACQUIRED.
- Fill in the MRBFA
and get appropriate signatures IN DUPLICATE as follows :
a. Page 1, paragraph 1 - fill in DATE, OFFICIAL LEA NAME, LEA ADDRESS
b. Page 3, first line - fill in OFFICIAL
c. Page 11, top - fill in LEA NAME, DEPARTMENT
and CONTACT NAME for official correspondence related to the financing
director or finance officer)
d. Page 11, bottom - Appropriate signature
for this agreement - either authorize Board member/chairman OR superintendent,
e. Exhbit B - replace with the one provided
by DPI Transportation Services
f. Exhibit C - Page 1 - fill in OFFICIAL
LEA NAME and date of Agreement from Page 1
g. Exhibit C - Page 2 - Fill in Federal
Tax ID Number, date and authorized signature.
pages contain documents to be completed upon receipt of replacement school
- Mail TWO SIGNED
ORIGINAL MRBFA's by June 30 to:
Carlyle Capital Markets Inc.
14755 Preston Road, Suite 424
Dallas, Texas 75254
Attention: Barry L. Friedman
- CCMI will return
one signed original MRBFA to the LEA.