HomeMy WebLinkAboutCC Resolution 6736 (Peacock Gap Improvement District)T
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CITY OF SAN RAFAEL
PEACOCK GAP IMPROVEMENT DISTRICT
RESOLUTION NO. 6736
RESOLUTION APPOINTING ENGINEER OF WORK,
PROJECT ENGINEER, UNDERWRITER AND BOND COUNSEL
WHEREAS, in accordance with prior proceedings duly
had and taken, the City Council of the City of San Rafael
(the "City") has declared its intention to and has determined
to undertake proceedings pursuant to the Municipal
Improvement Act of 1913 and issue bonds in said proceedings
under the provisions of the Improvement Bond Act of 1915 for
the acquisition and construction in the City of the public
improvements more particularly described in Exhibit A,
attached hereto and incorporated herein and made a part
hereof, in and for an assessment district in the City
designated Peacock Gap Improvement District; and
WHEREAS, the public interest, necessity,
convenience and general welfare will be served thereby;
0736
I
NOW, THEREFORE, BE IT RESOLVED by the City Council
of the City of San Rafael, as follows:
Section 1. The Director of Public Works of the
City be and such person is hereby appointed Engineer of Work
in said proceedings, and such person is hereby authorized and
directed to do and perform or cause to be done and performed
all engineering work necessary in and for said proceedings,
including the preparation of plans and specifications for
said improvements and the descriptions of the acquisitions,
together with estimates of costs thereof, and the preparation
of a map of the assessment district, an assessment diagram,
and an assessment, and the supervision of the work.
Section 2. The firm of Murphy, Pulice, Associates,
Inc. be and such firm is hereby appointed Project Engineer in
said proceedings, in accordance with that certain Agreement
for Project Engineering Services constituting Exhibit B,
attached hereto and incorporated herein and made a part
hereof, and the appropriate officials of the City are
authorized to execute said agreement for and on behalf of the
City.
Section 3. The firm of Stone & Youngberg be and
such firm is hereby appointed Underwriter in said
proceedings, in accordance with that certain Underwriting
Agreement constituting Exhibit C, attached hereto and
incorporated herein and made part hereof, and the appropriate
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officials of the City are authorized to execute said
agreement for and on behalf of the City.
Section 4. The firm of Orrick Herrington &
Sutcliffe, A Professional Corporation, be and such firm is
hereby appointed Bond Counsel in said proceedings, in
accordance with that certain Letter Agreement constituting
Exhibit D, attached hereto and incorporated herein and made a
part hereof, and the appropriate officials of the City are
authorized to execute said agreement for and on behalf of the
City.
PASSED AND ADOPTED this 6th day of February,
1984, by the following vote:
AYES: Councilmembers:Breiner, Frugoli, Nave, Russom & Mayor Mulryan
NOES: Councilmembers: None
ABSENT: Councilmembers: None
ATTEST: _
C
Cit 1'erk of the City of San Rafael
[Seal] JEANNE M. LEONCINI
3
EXHIBIT A
The engineering design for and the installation of
a water storage facility to be owned and operated by Marin
Municipal Water District, including pipelines, pressure
stations, control fittings, valves, pumps, motors, easements
and other interests in land, and associated appurtenances for
such installation;
The engineering design for, rights of way, in fee
and by easement, and installation of a realignment and change
of grade of San Pedro Road from a point near its intersection
with Riviera Drive to a point near its intersection with
Biscayne Drive, including grading, curbing and surfacing and
relocation and subsurface water, sewer, and drainage lines;
The acquisition of fee title for, and the
improvement of, the Peacock Gap Neighborhood Park in
conformance with Resolution No. 6479 of the City Council of
the City of San Rafael;
The engineering design for and installation of
streets, curbs, sidewalks, sewer collection lines, water
service lines and appurtenances to be owned and operated by
Marin Municipal Water District, subsurface street telephone
lines, conduits and appurtenances to be owned and operated by
Pacific Telephone and Telegraph Company (Pacific Telesis
Company), subsurface gas and electric lines, conduits and
appurtenances to be owned and operated by Pacific Gas and
Electric Company and subsurface conduits and wires to be
owned and operated by Viacom Cablevision, including grading,
curbing and surfacing, electroliers, traffic signing and
controls and ornamental planting upon public property; all as
the foregoing stated acquisitions and improvements relate to
the land of N.Y.-Cal Industrial Corp., heretofore made the
subject of a tentative map approved by the City of San Rafael;
The engineering design for and installation of
streets, curbs, sidewalks, sewer collection lines, water
service lines and appurtenances to be owned and operated by
Marin Municipal Water District, subsurface street telephone
lines, conduits and appurtenances to be owned and operated by
Pacific Telephone and Telegraph Company (Pacific Telesis
Company), subsurface gas and electric lines, conduits and
appurtenances to be owned and operated by Pacific Gas and
Electric Company and subsurface conduits and wires to be
owned and operated by Viacom Cablevision, including grading,
curbing and surfacing, electroliers, traffic signing and
controls and ornamental planting upon public property; all as
the foregoing stated acquisitions and improvements relate to
the land of San Rafael School District, heretofore made the
subject of a tentative map approved by the City of San Rafael;
The acquisition of fee title for, and the
improvement of, the park shown on the tentative map of the
lands of San Rafael School District heretofore approved by
the City Council of the City of San Rafael.
V:
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Murphy, Puiice, Associates, nc.
ENGINEERS
AND
PLANNERS
3106 Fillmore Street
San Francisco, California 94123
(415)921-8200
January, 1984
PEACOCK GAP IMPROVEMENT DISTRICT
AGREENEUT FOR
PROJECT ENGINEERING SERVICES
THIS AGREEMENT, made and entered into at San Rafael, Cali-
fornia, this 6th day of February , 1984, by and between
MURPHY, PULICE, ASSOCIATES, INC., a California corporation, herein-
after referred to as the "PROJECT ENGINEER", and the CITY OF SAN
RAFAEL, a Municipal Corporation-, hereinafter referred to as the
"CITY".
W I T N E S S E T H:
THAT WHEREAS, the City has determined to undertake proceed-
ings pursuant to the Municipal Improvement Act of 1913 and issue
bonds in said proceedings under the provisions of the Improve-
ment Bond Act of 1915 for the acquisition and construction in
the City of certain public improvements as specifically recited
in Resolution No 6735 in and for an assessment district
in the City designated Peacock Gap Improvement District; and
WHEREAS, the Director of Public Works of the City will act
as Engineer of Work of said Improvement District, and said
Engineer of Work and the City are desirous of appointing a
Project Engineer to perform or cause to be done and performed
all engineering work necessary in and for said proceedings as
set forth in Section A, paragraphs 1, through 5., including but
not limited to the preparation of plans and specifications for
said improvements and the descriptions of the acquisitions,
together with estimates of costs thereof, and the preparation of
a map of the assessment district, an assessment diagram, and an
assessment, and the supervision of the work, all under the
direction of the Engineer of Work, conditioned on the levy of an
asessment and the ordering of said improvements and the sale of
said assessment bonds.
NOW, THEREFORE, in consideration of the mutual promises,
EXHIBIT B
F
covenants and stipulations hereinafter contained, the parties
hereto agree as follows:
A. SCOPE OF WORK
Project Engineer shall undertake and complete the work
described hereafter.
1. Water Storage Facility
The engineering design and construction staking for
a water storage facility to be owned and operated by
Marin Municipal District including pipelines, control
fittings, valves, pumps, motors, easements and other
interests in land, and associated appurtenances for
such installation;
2. San Pedro Road Improvement
The engineering design and construction staking
for, rights-of-way, in fee and be easement, and the re-
alignment and change of grade of San Pedro Road from a
point near its intersection with Riviera Drive to a
point near its intersection with Biscayne Drive, in-
cluding grading, curbs and surfacing and relocation and
subsurface water, sewer, and drainage lines;
3. Biscayne Drive Extension
The engineering design and construction staking for
the public streets, curbs, sidewalks, sewer collection
lines and storm drainage systems, including grading and
surfacing, electroliers, traffic signing and ornamental
planting upon public property, together with coordinat-
ing the design of the water service lines and appurten-
ances to be owned and operated by Marin Municipal Water
District, subsurface street telephone lines, conduits
and appurtenances, to be owned and operated by Pacific
Telephone and Telegraph Company, subsurface gas and
electric lines, conduits and appurtenances to be owned
and operated by Pacific Gas and Electric Company, all
as the foregoing stated acquisitions and improvements
2
relate to the land of N.Y.-Cal. Industrial Corp., here-
tofore made the subject of a 41 lot tentative map ap-
proved by the City of San Rafael, and as all the fore-
going stated acquisition and improvements shall be
owned by a public agency or by a public utility;
4. Riviera Cul -de -Sac and Re -Routing to Biscayne Drive
The engineering design and construction staking of
a cul-de-sac at the northerly terminus of Riviera
Drive, at the existing intersection of Riviera and Bis-
cayne Drives and the re-routing of a public street from
Riviera Drive to Biscayne Drive, including the grading,
curbs, pavement surfacing, storm drainage, sewer col-
lection lines and all other utilities and facilities
described in No. 3 above, all as related to a 25 lot
tentative map for lands owned by the San Rafael School
District and approved.by the City;
5. Improvement District Engineering
a. Doing of all necessary engineering work and exer-
cising of all engineering functions provided for
under the provisions of the Municipal Improvement
Act of 1913, including construction staking.
b. Preparation and furnishing of all surveys, original
drawings, maps and blueprints, plans and specifica-
tions, preparation of assessment roll, assessment
diagram, and any and all other services which may
be required under the provisions of the said Muni-
cipal Improvement Act of 1913.
C. Supervision and direction of all engineering work
required to be taken by City or its officers,
agents or employees, in connection with said im-
provements. Said duties shall include furnishing,
on or before the date fixed for filing of the En-
gineer's Report, a list of the names and addresses
of all property owners within the boundaries of the
3
district as shown on the last equalized roll for
taxes or as known to the Project Engineer. Said
list shall include coordination of the name and
address with the assessment-and diagram number, and
the proper description of the property or the
County Assessor's parcel number of each lot, piece
or parcel of land shown on the assessment diagram,
when appropriate.
d. Rendition of general consultation and advice to
City, its officers, agents or employees with re—
spect to the planning, preparation and handling of
all engineering phases of the aforesaid proceed—
ings.
e. Attendance at such conferences and public meetings
with the City as 'may be reasonably necessary to
perform this contract of employment.
f. Preparation of as—built drawings on polyester base
reproducible material, to be submitted to City.
It is understood by the parties that prior to the exe—
cution of this agreement, the Project Engineer was retained
by N.Y.—Cal. Industrial Corp., American Savings and Loan,
Continental Savings of America and Stuart Dole, trustee,
all of whom are land owners within the Improvement Dis—
`. trict, except Continental Savings who 'is an optionee of
lands owned by the San Rafael School District, to perform
engineering services attendant to the Scope of Work of
Items 1 through 5 as set forth above. The engineering
developed for public improvements by said Landowners and
Optionee as above referred to, wi11 be acquired by the
City, through reimbursement procedures under the assessment
bond proceeding. Accordingly, said prior work is not in—
cluded in the new services to be performed under this
agreement, nor in the fee structure as hereinafter set
forth.
M
S. ADDITIONAL SERVICES
The work covered in the Scope of Work includes all in-
cidental items pertaining to the areas of the Project En-
gineer's responsibility. However, specifically excluded
from the agreed upon basic services are the following:
1. Full time construction supervision and/or inspection.
2. Topographic mapping.
3. Soils engineering and geology.
4.• Landscape Architectural Services.
5. Environmental Studies.
6. Water, Electric, Gas and Telephone Facility designs.
Any work performed in the above enumberated exceptions,
or any other requested services beyond the specific scope
of work recited herein, shall be subject to specific auth-
orization by the City.
C. WORK SCHEDULE
The Project Engineer shall diligently pursue the com-
pletion of the designs for the various Items of Work and
shall submit same for City review, as follows:
1. Water Storage Facility - 30 days from the date of
acceptance of this agreement.
2. San Pedro Road - Same as Number 1 above.
3. Biscayne Drive Extension - Same as Number 1 above.
4. Riviera Drive Cul -de -Sac and Re -Routing to Biscayne
Drive - 90 days from the date of acceptance of this
agreement.
5. Improvement District Engineering - In accordance with
the schedule established by the City through December
31st, 1984.
D. COMPENSATION
The City agrees to pay the Project Engineer fees from
the Bond Sale proceeds, in accordance with the provisions
of the "Standard Rate Schedule", dated July 1st, 1983, and
attached hereto as Exhibit "A". Said fees shall be of the
5
following amounts:
1. Scope of Work Services:
A-1 The not to exceed sum -of $ 71,000.00
A-2 The not to exceed sum of $100,000.00
A-3 The not to exceed sum of $115,000.00
A-4 The not to exceed sum of $ 56,000.00
A-5 One & one—half percent (1 1/2%) of the
Construction Contract Awarded for Public
Improvements included in the Improvement
District.
2. Additional Services:
To be billed in accordance with Exhibit "A".
E. COPIES OF DRAWINGS, SPECIFICATIONS AND CONTRACT DOCUMENTS:
The Project Engineer shall deliver to the City copies
of all work products in quantities requested by the Engin—
eer of Work. All such documents shall become the sole
property of the City for use and distribution as deemed ap—
propriate.
F. INDEPENDENT CONTRACTOR:
It is acknowledged and understood that the Project En—
gineer (including its officers, agents and employees) is
not an agent or employee of City, but rather an independent
contractor solely responsible for its acts and omissions,
and this Agreement shall not be construed as an employment
contract.
G. CANCELLATION CLAUSE:
In the event that the contemplated bonds are not sold,
or if the proceedings are not carried through to conclusion
or are abandoned, or if the City terminates the project,
City reserves the right to cancel this Agreement upon
notice to the Project Engineer and Project Engineer shall
receive no compensatior from City.
H. ASSIGNMENT AND SUBCONTRACTING:
The Project Engineer shall not assign this Agreement
without the prior written authorization of City.
I. INDEMNITY
Project Engineer shall indemnify and hold harmless
City, its officers, agents and employees from any and all
suits, actions, claims, demands, liability, or loss of any
kind, character, name and description, which may arise or
be incurred as a result of injury or damage to persons or
property on account of any negligent performance of Project
Engineer's work hereunder.
J. NOTICES:
Formal notices, demands and communications between or
among Project Engineer and City shall be sufficiently given
if dispatched by First Class United States Mail, postage
thereon fully prepaid, and addressed as follows:
To Project Engineer:
Murphy, Pulice, Associates, Inc.
3106 Fillmore Street
San Francisco, CA 94123
To City:
City of San Rafael
1400 Fifth Street, 3rd Floor
San Rafael, CA 94915
ATTN: Dave Bernardi, Director of Public Works
Such written notices, demands and communications may be
sent in the same manner to such other person or persons
and/or address or adresses as any party may from time to
time designate by mail as provided hereinabove.
K. BINDING EFFECT:
This Agreement, and each of the terms and conditions
hereof, shall inure to the benefit of, and be binding upon
the heirs, executors, administrators, successors and as—
signs of the parties hereto.
L. ENTIRE AGREEMENT:
This Agreement integrates all of the terms and condi-
11
tions mentioned herein or incidental hereto.
M. EXECUTION:
IN WITNESS WHEREOF, the parties hereto have executed
this Agreement as of the day and year first above written.
CITY OF SAN RAFAEL
A Municipal Corporation
APPROVED AS TO FORM:
City Attorne Mayor
APPROVED AS TO CONTENT:
Director of Public Works
C
ATTEST: .
Ci Clerk
MURPHY, PULICE, ASSOCIATES, INC.
8
FRANK R. PULICE
Vice President
RCE 14417
Murphy, Pulice, Associates, Inc.
ENGINEERS 3106 Fillmore Street
AND San Francisco. California 94123
PLANNERS
(415) 921-8200
STANDARD RATE SCHEDULE
July 1, 1982
DESCRIPTION
RATE
Principal, Court Testimony
$75.00/hour
Principal
65.00/hour
Project Engineer
45.00/hour
Project Planner
45.00/hour
Land Surveyor
40.00/hour
Geologist
40.00/hour
Office Engineer
40.00/hour
Associate Planner
40.00/hour
Engineering Designer
33.00/hour
Draftsman
27.00/hour
Clerical
20.00/hour
Transportation
0.35/mile
Employee Expenses
Cost
Long Distance Telephone Expenses
Cost + 10%
Outside Blueprinting Services
Cost + 5%
Xerox Reproductions
0.10/copy
Field Survey Parties:
In accordance
with local
prevailing
rates
BILLING PROCEDURE:
Billings for services are made semi—monthly, with
payment requested within 15 days of the date of
billing.
Stone &Youngberg
MEMBERS PACIFIC STOCK EXCHANGE
February 6, 1984
City Council
City of San Rafael
City Hall
1400 Fifth Avenue
San Rafael, California 94915
Re: Underwriter's Agreement for
Peacock Gap Assessment District
Honorable Council Members:
This letter will serve as an agreement between the City of San Rafael and
Stone & Youngberg ("the Underwriter") to serve as Underwriter to the City
until the parties enter into an actual Purchase Contract regarding the
negotiated sale of improvement bonds in an amount not to exceed
$12,000,000 for the above-named project to be issued by the City pursuant
to the Improvement Bond Act of 1915 (the "Bonds").
You have informed us that the City intends to issue the Bonds to provide
funds for financing various public improvements and for this purpose
requires the services of the Underwriter to render advice as to the
structure of the financing and to enter into a Purchase Contract that is
agreeable to the City and the property owners.
As Underwriter, we will use our best efforts to bring the Bonds to market
at reasonable rates under then existing conditions. The Underwriter
agrees to undertake the below listed services and functions.
A. Structuring the Financing:
1. The Underwriter will work with the City and the property owners
to create the most feasible and efficient structure and
marketing of the Bonds.
2. The Underwriter will work with the City's bond counsel and any
special consultants in recommending specific terms and
conditions affecting the Bonds.
3. The Underwriter will prepare an Offering Memorandum (preliminary
and final versions, respectively) for sale of the Bonds.
Although it will be the responsibility of the Underwriter to
prepare the Offering Memorandum, the City agrees to participate
in its. preparation by providing pertinent information to be
included therein and review the Offering Memorandum for accuracy
as it relates to matters concerning the Bonds, the Project, and
the City. Said Offering Memorandum will include a description
EXHIBIT C
ONE CALIFOR.r: SUITE 2800 • SAN FRANCISCO CALIFORNIA 94111 • (415) 961-1314
City Council
City of San Rafael
C.
February 6, 1984
Page 2
of the Bonds and their security and pertinent financial and
economic data. The execution and delivery of the Offering
Memorandum will be duly authorized by the City for use in
marketing the Bonds.
4. If the City so requests, we will assist in arranging the
selection of an appraiser and paying agent/registrar.
Marketing the Bonds:
1. At the designated time for sale of tKe Bonds, the Underwriter
will submit an offer to the City to purchase the Bonds, subject
to pertinent resolutions, the Offering Memorandum, and all other
necessary documents, approvals, and proceedings governing such
Bonds having been determined by bond counsel, the City, and the
Underwriter to be satisfactory in all respects for financing
purposes. It is intended that, once purchased, the Bonds will
be reoffered to the public on the basis of an immediate "bona
fide public offering". The Underwriter may form a group of
investment banking firms for the purpose of underwriting and
selling the Bonds.
2. At least one day prior to the submission of any such formal
offer to the City for the purchase of the Bonds, the Underwriter
will indicate to the City the interest rate or rates, the
purchase price from the City, and public offering price of the
Bonds which we then estimate will be included in such offer.
If, after negotiations in good faith, the City and the
Underwriter fail to agree on the terms of sale of the Bonds, and
upon written notice to the Underwriter the City may then offer
the Bonds for sale to others.
General Provisions Relating to the City and the Underwriter:
1. The City agrees to make available to the Underwriter without
cost, sufficient copies of any applicable reports, agreements,
contracts, resolutions, and other relevant documents pertaining
to the project, the City or the Bonds as reasonably may be
required from time to time for the prompt and efficient
performance by the Underwriter of their obligations hereunder.
2. The Underwriter shall pay its own out-of-pocket and other
expenses, including Blue Sky and Investment Memorandum, and any
advertising and printing expenses in connection with the public
offering of the Bonds.
City Council
City of San Rafael
February 6, 1984
Page 3
3. The City shall pay from the proceeds of the Bonds all costs and
expenses customarily paid therefrom including the cost of
printing the Bonds, and any other documents, the fees and
expenses of its legal counsel, bond counsel, appraisers,
accountants, architects, engineers, and of any other experts
retained by the City in connection with the financing.
4. It is expressly understood and agreed and the City hereby
recognizes that in performing its activities the Underwriter is
acting solely on its own behalf and plans to submit to the City
a proposal to purchase the Bonds for resale. Nothing herein
shall be construed to make the Underwriter an employee or
financial, fiscal or other advisor of the City, or to establish
any fiduciary relationship between the City and the
Underwriter. It is understood and agreed that City shall not be
required to compensate Underwriter for services provided to City
under this agreement.
5. This agreement shall extend to the date of sale of the Bonds as
contemplated herein, when the formal bond Purchase Contract is
entered into by the parties.
6. Upon termination of this agreement, the City shall be under no
further obligation to the Underwriter hereunder.
Upon your acceptance set forth below, this letter will constitute an
agreement between the City and the undersigned.
Very truly yours,
STONE A YOUNG ERG
I
----`-.4 , <- I
David E. Hartfey
Partner 7
Accepted this 6th day of February , 1984
TY OF SAN RAFAEL
B
LAWRENCE E. MULRYAN, Ma or
DH:pw ATTEST:
VATI-NE M. LEONCI , City Clerk
d o :h
PETE J. I0, City Attorney
SAN JOSE OFFICE
55 ALMADEN BLVD., SUITE 42S
SAN JOSE, CALIFORNIA 95113
TELEPHONE (408) 298-8800
LAW OFFICES
ORRICK, HERRINGTCIN & SUTCLIFFE
A PROFESSIONAL CORPORATION
600 MONTGOMERY STREET
SAN FRANCISCO, CALIFORNIA 94111
TELEPHONE (415) 392-1122
CAOLE'ORRICK-
TELEX 34.0973
February 6, 1984
City Council
City of San Rafael
San Rafael, California
Re: Proposed City of San Rafael,
Peacock Gap Improvement District
Ladies and Gentlemen:
SACRAMENTO OFFICE
520 CAPITOL MALL
SACRAMENTO, CALIFORNIA 95814
TELEPHONE (916) 447.7752
In accordance with prior discussions and meetings
concerning the above proposed financing, we are writing to
confirm that we would be pleased to serve as special bond
counsel to the City of San Rafael on the terms set forth
below in connection with the special assessment proceedings
proposed to be taken under the Municipal Improvement Act of
1913 to finance the improvements proposed for the Peacock Gap
Improvement District in the City of San Rafael, with the
issuance of assessment bonds in such proceedings under the
Improvement Bond Act of 1915. Our services to date in this
matter have consisted principally of rendering advice
concerning such project and attendance at preliminary
planning meetings involving such project and preliminary
drafting of certain of the legal documents relative to such
project.
Our services in the capacity of special bond
counsel to the City would include the rendering of all legal
services required in the conduct of the special assessment
proceedings and the issuance of bonds therein, including:
(1) Consultation with appropriate representatives
of the City, including the City Attorney, and with the City's
engineers and underwriter and any other special consultants
to the City to assist in the formulation of an overall
coordinated financial, engineering and legal program in order
to accomplish the financing.
EXHIBIT D
ORRICK, HERRINGTON b SUTCLIFFE
City Council
City of San Rafael
February 6, 1984
Page 2
(2) Preparation of a timetable setting forth the
actions required to accomplish the financing, including
allocation of responsibility therefor.
(3) Preparation of all legal proceedings for the
formation of the assessment district and -the levy of the
assessment therein, including preparation of all necessary
resolutions, forms, notices, affidavits and other documents
(except those to be prepared by the engineers) required in
connection with the levy of the assessment.
(4) Review of certain documents to be prepared by
the engineers, including the plans and specifications for the
project, the boundary map of the assessment district, the
assessment, the assessment diagram and the Engineer's Report,
and advice and assistance in connection therewith.
(5) Review of any environmental impact studies,
reports or other proceedings.
(6) Attendance at the public hearing or hearings
on the assessment to be levied in said proceedings and the
rendering of assistance thereat in the conduct of such
hearing or hearings, and attendance at such other meetings or
hearings as shall be deemed necessary for the proper conduct
of the proceedings; but we would not anticipate general
appearances before each meeting of the City Council.
(7) Rendering of legal advice to the City and the
City Attorney and the City's consulting engineers and any
other special consultants to the City throughout the course
of the proceedings for the levy of the assessment.
(8) Preparation of all legal proceedings for the
authorization, issuance and sale of the improvement bonds in
said proceedings upon the unpaid assessments, including
preparation of the resolution authorizing the issuance of
such bonds and setting forth the terms and conditions thereof
and the resolution providing for the sale of the bonds.
(9) Review, as to those matters that are related
to the issuance and sale of the bonds, of the official
statement describing the bonds to be prepared by the
underwriter, and participation in meetings reviewing the
ORRICK, HERRINGTON b SUTCLIFFE
City Council
City of San Rafael
February 6, 1984
Page 3
official statement describing the bonds; but we would not be
responsible for the preparation or content of such document.
(10) Assistance in connection with securing
investment ratings for the bonds, including attendance at and
participation in meetings with bond rating agencies, if
requested.
(11) Examination of the proofs of the bonds,
preparation of the final closing papers required to effect
the delivery of the bonds and organization of and attendance
at the bond closing.
(12) The rendering of a final approving legal
opinion on the validity of the bonds and the tax-exempt
status of interest thereon, and the rendering of such other
legal opinions as may be appropriate in connection with the
delivery of and receipt of payment for the bonds.
(13) Such other legal services as may be incidental
to the foregoing.
Our services would not include representation of
the City in any eminent domain proceedings or in any
litigation challenging the validity of the proposed financing
or the transactions contemplated by this letter, but if such
services are requested should such circumstance arise, we
would be pleased to perform them on such terms as might be
mutually agreed to at that time.
It is understood that we would act as special bond
counsel to the City in connection with such proposed
financing in consultation with the City Attorney; and that
all matters to be submitted to the City Council for
consideration would be forwarded by.us to the City Attorney
for review prior to presentation to the City Council.
Our usual and customary fees for the above outlined
services would be computed on the basis of the total
assessment levied in said proceedings and would be calculated
as follows:
1-1/2% of the first $2,000,000 of assessment, plus
3/4% of the next $2,000,000 of assessment, plus
ORRICK, HERRINGTON S SUTCLIFFE
City Council
City of San Rafael
February 6, 1984
Page 4
1/2% of the next $2,000,000 of assessment, plus
1/4% of any assessment over $6,000,000;
plus reimbursement for all out-of-pocket expenses incurred in
connection therewith; provided that all costs of bond
printing shall be paid for as an incidental expense in said
proceedings and not included within the above compensation.
Such compensation would be payable only following receipt of
the proceeds of the sale of the improvement bonds issued in
said proceedings.
Primary overall responsibility for the project on
behalf of this firm would be taken by the undersigned, who
has been a partner in the firm for sixteen years and has
practiced exclusively in the area of municipal finance law
during that time, with extensve experience in the area of
special assessment financing. Additionally, one or more
other partners or associates of the firm would be available
to assist in the project as might be necessary or
appropriate, including those with particular expertise in the
areas of municipal finance law and special assessment
financing. In such event, however, they would at all times
work under the close supervision of the undersigned, who
would at all times retain direct responsibility for the
overall project on behalf of this firm.
Please let us know if any further information or
elaboration of any of the foregoing is desired.
APPROVED:
57 10,
Mayor of tffeTC!ityo
San Rafael
ATTEST:
t Clerk of th City of
San Rafael
Yours very sincerely,
ORRICK, HER GTON & ) IF E
By
Carlo S. Fowler