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HomeMy Public PortalAbout2020.01.22 Skinner Fawcett LLP JANUARY 22, 2020 SKINNER FAWCETT LLP PROPOSAL FOR BOND COUNSEL SERVICES TO CITY OF McCALL, IDAHO City of McCall, General Obligation Bonds ($6,000,000 to $8,000,000) 1. Basic Information: i) Name of firm making proposal: Skinner Fawcett LLP ii) Name and title of individuals proposing and responsible for proposal: Richard A. Skinner, Senior Partner, Henry C. Rudolph, Partner and John R. McDevitt, Partner. iii) Mailing Address: P.O. Box 700, Boise, ID 83701-0700 iv) Contacts' telephone number, fax number and email address: a. telephone number: (208)345-2663, fax number: (208) 345-2668 b. email addresses: i. Richard A. Skinner: rskinner@skinnerfawcett.com ii. Henry C. Rudolph: hrudolphAskinnerfawcett.com iii. John R. McDevitt:jmcdevitt@skinnerfawcett.com 2. Basic Qualifications: Our firm has been involved in public finance in Idaho for over thirty (30) years, having completed a wide variety of financings aggregating in excess of $7 billion, including traditional municipal bonds such as general obligation bonds, annual appropriation financings, certificates of participation in lease purchase and installment purchase obligations, sewer and water revenue bonds, special assessment and local improvement bonds, tax and revenue anticipation notes and warrants, leasing and revenue- based financings, single family mortgage revenue bonds, multi-family housing revenue bonds, tax increment revenue allocation bonds, industrial development revenue bonds, educational facility bonds, and hospital revenue bonds. The firm has maintained long-standing relationships with many of the state's public finance issuers. We have represented the City of Twin Falls and the Urban Renewal Agency of the City of Twin Falls on a variety of financing maters since 1993, including water and sewer revenue bonds and certificates of participation, and urban renewal revenue allocation bonds, with projects including the Chobani project and Clif Bar project. We have also represented the City of Boise City on a variety of financing matters since 1977, including local improvement district bonds, tax anticipation notes, warrants, general obligation bonds, certificates of participation, refunding bonds and related matters. We have also represented the City of Ketchum with its successful $11,500,000 General Obligation election in November 2019 and the City of Nampa with its $165M sewer revenue bond. We have represented the Idaho Housing and Finance Association, formerly Idaho Housing Agency, since June, 1973 as issuer's counsel on all financings and as bond counsel on various financings. The Idaho Housing and Finance Association has issued over $7 billion of tax- exempt obligations. We also have served as bond counsel to the Idaho Water Resource Board for over thirty-five(35) years. We have completed approximately 155 projects for the Idaho Water Resource Board. Since 2003, we have also served as bond counsel for the Idaho State Building Authority in certain transactions and for the Idaho Bond Bank Authority. On the local level, we have regularly served as bond counsel on a variety of financings for other cities,counties, school districts and related entities throughout the State of Idaho. PROPOSAL FOR BOND COUNSEL SERVICES—PAGE 1 Our firm maintains a current listing under the Municipal Bond Attorney's section of The Bond Buyer's Directory of Municipal Bond Dealers (Redbook). The firm was the first Idaho law firm to be so listed(1977). Although other Idaho law firms now are listed in the Redbook, we believe no Idaho law firm has a comparable depth of experience or a range of expertise in the area of tax-exempt financing. 3. Resumes: Richard A. Skinner: Member of the Idaho State Bar and National Association of Bond Lawyers. Experienced in tax and revenue anticipation notes and warrants, commercial paper, urban renewal and economic development bonds, single family mortgage revenue bonds, multi-family housing bonds, tax exempt-lease financing and certificates of participation, health care revenue bonds, current refundings, industrial development revenue bonds, general obligation bonds, letter of credit and tender bond financings, water and sewer revenue bonds, special assessment and local improvement bonds, school district bonds, and irrigation bonds. Lecturer in public finance matters for programs sponsored by local and national organizations. Henry C. Rudolph: Member of the Idaho State Bar and National Association of Bond Lawyers. Experienced in general obligation bonds, single family mortgage revenue bonds, multi-family housing bonds, revenue bonds, tax exempt-lease financing, special assessment and local improvement bonds, community infrastructure bonds, industrial development revenue bonds, urban renewal and economic development bonds, school district bonds, health care revenue bonds, current refundings, industrial development revenue bonds, and nonprofit facilities bonds. Lecturer in public finance matters sponsored by state and local organizations. John R. McDevitt: Member of the Idaho State Bar and National Association of Bond Lawyers. Experienced in general obligation bonds, annual appropriation financing, revenue bonds, tax exempt-lease financing, special assessment and local improvement bonds, community infrastructure bonds, urban renewal and economic development bonds, school district bonds, health care revenue bonds, current refundings, industrial development revenue bonds, and nonprofit facilities bonds. Lecturer in public finance matters sponsored by state and local organizations. 4. Bond Counsel Fee Proposal: In setting forth the terms for our engagement as bond counsel to the City of McCall, Idaho (the"City"), in connection with the issuance of its general obligation bonds to finance the construction of a new library, repurposing an existing library, construction of a new outdoor plaza, construction of additional parking and a new Parks & Recreation building (collectively, the "Project"), we understand that the Project will involve approximately $6,000,000 to $8,000,000 in financing. We are prepared to furnish bond counsel services in connection with this financing to PROPOSAL FOR BOND COUNSEL SERVICES-PAGE 2 the City, which services include consultations and work with respect to certain proceedings leading to adoption of an election ordinance and a bond ordinance of the City Council; preparation and arrangements for proceedings for authorization, sale and issuance of the bonds; consultations with the City, the City's public finance municipal advisor, and other parties and counsel; preparation of the bonds for delivery, preparation of closing documents; and the rendering of a final approving opinion as to the validity of the bonds and tax exemption of interest thereon. We estimate our fees and expenses for the above-described services at up to$1 9,500. If unusual or unforeseen complications arise in the course of the financing which could increase our fees,we would contact you to review the matter prior to any such increase. The above fees and costs may be deferred and paid out of the proceeds of the bonds no later than the date of bond closing. If the bonds are not issued for any reason, then we will be compensated by the City for our services rendered,plus any out-of-pocket expenses incurred to that date subject to the above maximums. If a general obligation bond election is held but is not successful, and assuming there has been limited travel to and attendance at public meetings, we would again charge a maximum fee of $3,500, including out-of-pocket expenses. We would also be available to present the ordinance at the February 27, 2020 City Council meeting. We look forward to the opportunity of working with you on this financing. Very truly yours, LLP HENRY C. RUDOLPH * * * * * The foregoing has been approved by this Pc) day of 3,,M.At4r2 020. CITY OF MCCALL Valley County, Idaho B .7 Y Authorize epresentative PROPOSAL FOR BOND COUNSEL SERVICES—PAGE 3 4 AGREEMENT BETWEEN OWNER AND CONTRACTOR FOR CONSTRUCTION CONTRACT THIS AGREEMENT, is being made and entered into this 30th day of September, 2020 and between The City of McCall (hereinafter, "OWNER") and Das-CO of Idaho, (hereinafter, "CONTRACTOR"): NOW THEREFORE, the parties to this Contract, in consideration of the mutual covenants and stipulations set out, agree as follows: ARTICLE 1 – CONTRACT DOCUMENTS The Contract Documents which comprise the entire agreement between the OWNER or City and the CONTRACTOR concerning the work to be performed are this Contract as defined by the following: 1. Bid Documents titled, FIBER PULLING AND SPLICING - FALL 2020 2. Standard General Conditions of the Construction Contract, 2017 ISPWC (Idaho Standards for Public Works Construction) Division 100 (not attached) (pages 1 to 52, inclusive). 3. Bid Proposal (Section 3) of the CONTRACTOR, dated September 24th, 2020 , to be physically attached to this Contract; 4. The Construction Plans (28 sheets) 5. Agreement (Section 4) 6. General Conditions (Section 5) 7. Supplementary Conditions (Section 6) 8. Technical Specifications (Section 7) 9. Special Provisions (Section 8) 10. Performance and Payment Bonds and Insurance Certificates, to be physically attached to this Contract; 11. The following which may be delivered or issued on or after the Effective Date of the Agreement and are not attached hereto: a. Notice of Award b. Notice to Proceed. c. Written Amendments. d. Work Change Directives. e. Change Orders. f. Substantial completion certification g. Final completion certification 12. Addenda issued prior to opening of bids, to be physically attached to this Contract; 13. WH-5 – Public Works Contract Report for Idaho State Tax Commission 14. W9 This Contract may only be amended by change order as provided in the General Conditions. DocuSign Envelope ID: CA4285AD-B943-41A8-B1E2-FC8E598E1555 FIBER PULLING AND SPLICING - FALL 2020 ARTICLE 2 – WORK The CONTRACTOR shall complete the entire work as specified, indicated, and required under the Contract Documents. The Work is generally described as follows: FIBER PULLING AND SPLICING - FALL 2020. ARTICLE 3 – PROJECT MANAGER and PROJECT ENGINEER 3.01 The City of McCall Information Systems Manager (Project Manager), is to act as the OWNER’s representative and assume all duties and responsibilities, and have the rights and authority assigned to “OWNER” in the Contract Documents in connection with the completion of the “Work” in accordance with the Contract Documents and the General Conditions of the Idaho Standards for Public Works Construction (ISPWC). ARTICLE 4 – CONTRACT TIMES/LIMITATIONS 4.01 Substantial Completion The CONTRACTOR shall begin work in conformance with the Contract Documents and shall complete the Work prior to the date of completion. The project site will be available to the CONTRACTOR for project implementation on or around September 24, 2020 or when weather conditions permit, and only after approval of the Project Engineer or Project Manager. The Work to be performed pursuant to this Contract shall be substantially complete within eighty- one (81) working days after Notice to Proceed and no later than Deccember 15, 2020. The project will be considered “Substantially Complete” when all fibers have been terminated and tested with OTDR bi-directional traces, labeled to spec and redlines with testing data is provided. 4.02 Final Completion The Work shall be finally complete and ready for final payment, in accordance with Paragraph 14.07 of the ISPWC General Conditions, within ten (10) working days of the date of Substantial Completion Certification. 4.03 Working Hours Work can be performed five (5) days a week (Monday through Friday) for a period of twelve (12) hours (7:00 am to 7:00 PM) per day. Adjustment of the contract time can be made in accordance with the provisions of the Contract Documents as directed by the Project Engineer, Information Systems Manager, or the OWNER. Requests to perform work outside of these hours should be submitted to the Information Systems Manager, for approval, at least three (3) days in advance. Page 20 of 62 DocuSign Envelope ID: CA4285AD-B943-41A8-B1E2-FC8E598E1555 Page 21 of 62 FIBER PULLING AND SPLICING - FALL 2020 4.4 Liquidated Damages A. CONTRACTOR and OWNER recognize that time is of the essence of this Agreement and that OWNER will suffer financial loss if the Work is not completed within the times specified in paragraphs 4.01 and 4.02 above, plus any extensions thereof allowed in accordance with Article 12 of the ISPWC Section 100 General Conditions. The parties also recognize the delays, expense, and difficulties involved in proving in a legal preceding the actual loss suffered by OWNER if the Work is not completed on time. Accordingly, instead of requiring any such proof, OWNER and CONTRACTOR agree that as liquidated damages for delay (but not as a penalty), CONTRACTOR shall pay OWNER $500.00 for each day that expires after the time specified in paragraph 4.01 for Substantial Completion until the Work is substantially complete and in paragraph 4.02 for Final Completion until the Work has been approved as complete by the Engineer. ARTICLE 5 – CONTRACT PRICE OWNER shall pay CONTRACTOR for completion of the Work in accordance with the Contract Documents the amount of One Hundred Twenty Six Thousand, Two Hundred Sixty-Nine and twenty Five cents ($126,269.25) in current funds equal to the sum of the amounts determined pursuant to the CONTRACTOR’s Bid Proposal contained in Bid Form, Article 5, Section III. ARTICLE 6 – PAYMENT PROCEDURES 6.1 Submittal and Processing of Payments A. CONTRACTOR shall submit Applications for Payment in accordance with Article 14 of the General Conditions. Applications for Payment will be processed by the Project Manger as provided in the General Conditions. CONTRACTOR shall provide an example Application for Payment submittal to the Project Manager at the start of the project for review and approval. 6.2 Progress Payments; Retainage A. OWNER shall make progress payments on account of the Contract Price on the basis of CONTRACTOR’s Applications for Payment on or about the 30th day of each month during performance of the Work as provided in paragraphs 6.02.A.1 and 6.02.A.2 below. All such payments will be measured by the schedule of values established in paragraph 2.07.A of the General Conditions (and in the case of Unit Price Work based on the number of units completed) or, in the event there is no schedule of values, as provided in the General Requirements: 1. Prior to Substantial Completion, progress payments will be made in an amount equal to the percentage indicated below but, in each case, less the aggregate of payments previously made and less such amounts as the Project Manager may determine or OWNER may withhold, in accordance with paragraph 14.02 of the General Conditions: a. 95% of Work completed (with the balance being retainage): and b. 95% of cost of materials and equipment not incorporated in the Work (with the balance being retainage). DocuSign Envelope ID: CA4285AD-B943-41A8-B1E2-FC8E598E1555 Page 22 of 62 FIBER PULLING AND SPLICING - FALL 2020 2. Upon Substantial Completion, OWNER shall pay an amount sufficient to increase total payments to CONTRACTOR to 95 percent of the Work completed, less such amounts as Project Manager or Engineer shall determine in accordance with Paragraph 14.02.B.5. 6.3 Final Payment A. Upon final completion and acceptance of the Work in accordance with paragraph 14.07 of the General Conditions, OWNER shall pay the remainder of the Contract Price as recommended by Project Manager or Engineer as provided in said paragraph 14.07, less any sum Owner is entitled to set off against the Project Manager or Engineer’s recommendation, including but not limited to liquidated damages. ARTICLE 7 – INTEREST 7.01 All moneys not paid when due as provided in Article 14 of the General Conditions shall bear interest at the rate of 5% per annum. ARTICLE 8 – INDEPENDENT CONTRACTOR The parties warrant by their signature that no employer-employee relationship is established between the CONTRACTOR and the OWNER by the terms of this contract. It is understood by the parties hereto that the CONTRACTOR is an independent contractor and as such neither it nor its employees, agents, representatives or subcontractors, if any, are employees of the OWNER for purposes of tax, retirement system, or social security (FICA) withholding. ARTICLE 9 – SCOPE OF SERVICES The CONTRACTOR shall perform all services required by the Contract Documents. All work shall be completed in accordance with the specifications and plans established for this project. ARTICLE 10 – HOLD HARMLESS/INDEMNIFICATION In addition to other rights granted the OWNER by the Contract Documents, the CONTRACTOR shall indemnify and save harmless the Engineer and the Owner, its officers and employees, from all suits, actions, or claims of any character brought because of any injuries or damages received or sustained by any person, persons, or property on account of the operations of the CONTRACTOR or his subcontractors; or on account of or in consequence of any neglect in safeguarding the work; or through use of unacceptable materials in constructing the work; or because of any act or omission, neglect, or misconduct of the CONTRACTOR or his subcontractors; or because of any claims or amounts recovered from any infringements of patent, trademark or copyright; or from any claims or amounts arising or recovered under the Workmen's Compensation Act or any other law, ordinance, order or decree. ARTICLE 11 – CONFLICT OF INTEREST The CONTRACTOR covenants that it presently has no interest and will not acquire any interest, direct or indirect, in the project which would conflict in any manner or degree with the performance of its services hereunder. The CONTRACTOR further covenants that, in performing this Contract, it will employ no person DocuSign Envelope ID: CA4285AD-B943-41A8-B1E2-FC8E598E1555 Page 23 of 62 FIBER PULLING AND SPLICING - FALL 2020 who has any such interest. Should any conflict of interest arise during the performance of this Contract, CONTRACTOR shall immediately disclose such conflict to the Project Manager, Architect and the OWNER. ARTICLE 12 – ENTIRE AGREEMENT, MODIFICATION AND ASSIGNABILITY This Contract and the exhibits hereto contain the entire agreement between the parties, and no statements, promises, or inducements made by either party, or agents of either party are valid or binding unless contained herein. This contract may not be enlarged, modified or altered except upon written agreement signed by the parties hereto. The CONTRACTOR may not subcontract or assign its rights (including the right to compensation) or duties arising hereunder other than as contemplated by the Contract Documents, without the prior written consent and express authorization of the OWNER. ARTICLE 13 – ADHERENCE TO LAW REQUIRED All applicable Local, State, and Federal statutes and regulations are hereby made a part of this contract and shall be adhered to at all times. Violation of any of these statutes or regulations by the CONTRACTOR shall be deemed material and shall subject the CONTRACTOR to termination of this contract for cause. No pleas of misunderstanding or ignorance on the part of the CONTRACTOR r will in any way serve to modify the provisions of this requirement. The CONTRACTOR and his surety shall indemnify and save harmless the OWNER and the City of McCall and its employees, agents and representatives against any claim or liability arising from or based on the violation of any such laws, codes, ordinances, or regulations, whether by himself, his employees, or his subcontractors. ARTICLE 14 – LEGAL FEES In the event either party incurs legal expenses to enforce the terms and conditions of this contract, the prevailing party is entitled to recover reasonable attorney's fees and other costs and expenses, whether the same are incurred with or without suit. ARTICLE 15 – SPECIAL WARRANTY The CONTRACTOR warrants that nothing of monetary value has been given, promised or implied as remuneration or inducement to enter into this Contract. The CONTRACTOR further declares that no improper personal, political or social activities have been used or attempted in an effort to influence the outcome of the competition, discussion, or negotiation leading to the award of this Contract. Any such activity by the CONTRACTOR shall make this Contract null and void. ARTICLE 16 – COMMUNICATIONS Such communications as are required by this contract shall be satisfied by mailing or by personal delivery to the parties at the following address: Contractor: Owner: City of McCall 216 E. Park Street McCall, Idaho 83638 DocuSign Envelope ID: CA4285AD-B943-41A8-B1E2-FC8E598E1555 Page 24 of 62 FIBER PULLING AND SPLICING - FALL 2020 IN WITNESS WHEREOF, said CONTRACTOR and the OWNER or City has caused this Contract to be executed on the day and year first above written. Contractor: Owner: by: Robert S. Giles, Mayor ATTEST: BessieJo Wagner, City Clerk Approved As To Form: William F. Nichols, City Attorney DocuSign Envelope ID: CA4285AD-B943-41A8-B1E2-FC8E598E1555 Ben Hitchcock Page 25 of 62 FIBER PULLING AND SPLICING - FALL 2020 DocuSign Envelope ID: CA4285AD-B943-41A8-B1E2-FC8E598E1555