HomeMy WebLinkAboutResolution No. R18-38--------- A -M -W -W
BE IT RESOLVED by the City Council of the City of Laurel, Montana,
Section 1: Approval. The engagement letter between the City of Laurel and Dorsey &
Whitney, LLP relating to serving as bond counsel for the Water System Revenue Bond, a copy
attached hereto, is hereby approved.
Section 2: Execution. The Mayor or Chief Administrative Officer and the City Clerk of
the City of Laurel are hereby given authority to execute the engagement letter on the City's
behalf.
Introduced at a regular meeting of the City Council on July 17, 2017 by Council Member
Sparks
PASSED and ADOPTED by the City Council of the City of Laurel, Montana, this 17'h
day of July, 2018.
APPROVED by the Mayor this 17t" day of July, 2018.
CITY OF LAUREL
... ... . .....
Tfio—
mas C. Nelson, Mayor
ATTEST:
Beflra'nVLng Jerk -Treasurer
n
APPROVED AS TO FORM:
Sam Painter, Civil City Attorney
R18-38 Dorsey& Whitney —Bond Counsel Water System Revenue Bond
IDORSEY"
always ahead
June 4, 2018
Mr. Tom Nelson, Mayor
Ms. Bethany Langve, City Clerk/Treasurer
City of Laurel
P.O. Box 10
Laurel, MT 59044
DAN SEMMENS
semmens.dan@dorsey.com
Via First Class Mail
Re: Water System Revenue Bond (DNRC Drinking Water State Revolving Loan
Program), Sedimentation Basin Project
City of Laurel, Montana
Dear Mayor Nelson and Ms. Langve:
This letter sets forth the services we will provide and our estimated fees for serving as
bond counsel in connection with the issuance by the City of Laurel, Montana (the "City"), of its
Water System Revenue Bond (the "Bond"), to evidence a loan from the State's Drinking Water
State Revolving Fund Program (the "Program"), for its sedimentation basin project (the
"Project").
As bond counsel, our principal function is to render an opinion with respect to
authorization and issuance of the Bond. The opinion is rendered in written form at the time the
Bond is delivered to the Department of Natural Resources and Conservation (the "DNRC"). The
opinion would be addressed to the DNRC, as purchaser, and the City, and both parties are
entitled to rely on it. The opinion addresses three basic matters:
the validity of the Bond, based upon the proceedings taken in its authorization
and issuance;
2. certain matters relating to the security for the payment of the Bond; and
3. the exemptions from current federal and state income taxation of the interest
payable on the Bond.
In fulfilling that function and responsibility, we have or will perform the following tasks for
the City:
prepare the bond resolution and the Bond and review proceedings of the City
relating to other outstanding bonds and notes relating to financing improvements
to the City's municipal water system (the "System");
2. review water rate ordinances and resolutions to confirm that rates and charges
are in effect at the time the Bond is issued to provide adequate revenues to pay
the costs of operating and maintaining the System and to pay debt service on the
125 Bank Street I Suite 600 1 Missoula, MT 1 59802-4407 1 T 406.721.6025 1 F 406.543.0863 1 dorsey.com
Mr. Tom Nelson
Ms. Bethany Langve
June 4, 2018
Page 2
Bond consistent with the Program requirements and adopted in accordance with
the provisions of law;
3. coordinate with the City Clerk/Treasurer, or other designated officer of the City,
the adoption of resolutions and other actions necessary to be taken by the
governing body of the City;
4. advise the City of the statutory requirements for the issuance of the Bond and the
Program rules for the purchase of the Bond by the Program;
5. prepare closing documents for the City and supervise closing on the Bond; and
6. deliver the opinion discussed above to the City and the DNRC.
The fee for our services is a function of the size of the bond issue and the amount of
time expended. There is a minimum amount of work that has to be done irrespective of the size
of the bond issue. We understand that the size of the bond issue will be approximately
$4,577,000. We estimate our fee will be $17,000 to $22,000, depending primarily on the
amount of assistance needed to satisfy conditions precedent to the issuance of the Bond. If, as
we proceed, we discover factors that are currently unanticipated that would cause us to exceed
this estimate, we would let you know. We would expect to be paid at the time of closing on the
Bond. Our fees are eligible costs of the Project and can be included in the amount of the Bond.
It is mutually understood that the services set forth in this letter are solely for the benefit of the
City.
You should be aware that we have served as bond counsel to the State of Montana (the
"State") with respect to establishing the Program and the issuance of the State's general
obligation bonds to fund the Program. As bond counsel for the City's Bond, we would not
represent the State or the DNRC in the negotiation of the terms of the Bond, the bond
resolution, or other aspects of the proposed financing. At this point, the terms of the financing
have been established in the approved Program documents and regulations and our principal
task is to draft a bond resolution that conforms to these requirements and the terms of the
Commitment Agreement or commitment letter prepared by DNRC. (In advising the City of the
statutory and other legal requirements for the issuance of the Bond, in accordance with
provisions of the Commitment Agreement or commitment letter, the requirements of the
Program and statutory provisions, we can advise the City with respect to the legal implications
of the covenants in the Commitment Agreement or commitment letter and statutory and
Program requirements that would be contained in the bond resolution.) Accordingly, we do not
anticipate that our acting as bond counsel to the State with respect to the Program will present
any practical impediment to our acting as bond counsel to the City with respect to the Bond;
and, in fact, we believe our familiarity with the Program could be an advantage to the City in
completing its proceedings efficiently.
As bond counsel to the State and the Program, however, we are available to the State,
and we would intend to respond to questions raised by the DNRC regarding requirements of the
Program, the operative documents relating to the State's Bond and the legal issues relating to
Mr. Tom Nelson
Ms. Bethany Lang\e
June 4.2O1O
Page 3
the type 0fobligation beingpu[chaaedhxthoProoFanitoevidenoethePr000amloan.iDthis
case amunicipal revenue bond. |nsuch aresponse, vvewould not attempt tOadvocate o
position onbehalf ofeither the State mrthe City, but torespond inour capacity aobond counsel
with respect tothe State's outstanding bonds. While vvewould attempt torender independent
advice, the potential for a conflict of interest or the appearance of a conflict of interest is present.
The State has consented to our acting as bond counsel to the City in connection with the Bond.
\&etrust that our serving aebond counsel tothe City and aobond counsel b}the State
with respect to the Program is acceptable to the City. Ifso, please sign theettached
Acknowledgment and return the same to us at your earliest convenience.
Ifthere are any questions, please give uoecall ooxvecan answer those questions or
provide any additional information about our firm or our qualifications to serve the City in this
Very truly yours,
, /Dan Sernme s
Mr. Tom Nelson
Ms. Bethany Langve
June 4, 2018
Page 4
ACKNOWLEDGMENT
The undersigned acknowledges receipt of the attached and foregoing engagement letter
dated June 4, 2018, and confirms consent to the representation described therein on behalf of
the City.
Accepted this day of '2018.
CITY OF LAUREL, MONTANA
Its: