2022-08-15 SID 621 Minutes CERTIFICATE
The undersigned hereby certify that they are the Chairperson and Clerk of Sanitary and Improvement District
Number 621 of Douglas County,Nebraska,(the"District")and hereby further certify as follows:
1. Annexed to this certificate is a true and correct transcript of the proceedings of the Board of Trustees of the
District relating to a meeting of said District held on the date and at the time reflected in the meeting minutes contained
in said foregoing transcript(the"Meeting"). All of the proceedings of the District and of the Board of Trustees thereof
which are set out in the annexed and foregoing transcript have been fully recorded in the journal of proceedings of the
District and the undersigned District Clerk has carefully compared the annexed and foregoing transcript with said journal
and with the records and files of the District which are in such Clerk's official custody and said transcript is a full,true
and complete copy of said journal,records and files which are set out therein.
2. Advanced notice for the Meeting was given by publication as set forth in the affidavit of publication
contained in the foregoing transcript and was mailed to the Clerk of the municipality or county within whose zoning
jurisdiction the District is located at least seven days prior to the date of the Meeting. Advanced notice for the Meeting,
including notice of agenda subjects, was given to all members of the Board of Trustees. All news media requesting
notification of meetings of said body were provided with advanced notice of the times and places of such meetings and
the subjects to be discussed.
3. All of the subjects addressed at the Meeting were contained in the agenda for the Meeting, which agenda
was kept continually current and readily available for public inspection at the address listed in the meeting notice for the
Meeting and a copy of which is attached to this Certificate; such subjects were contained in said agenda for at least 24
hours prior to the Meeting and each agenda item was sufficiently descriptive to give the public reasonable notice of the
matters to be considered at the Meeting.
4. A current copy of the Nebraska Open Meetings Act was available and accessible to members of the public,
posted during the Meeting in the room in which such Meeting was held and all in attendance at the Meeting were
informed that such copy of the Nebraska Open Meetings Act was available for review and were informed of the location
of such copy in the room in which such Meeting was being held. At least one copy of all resolutions and other
reproducible written materials,for which actions are shown in said proceedings,was made available for examination and
copying by members of the public at the Meeting.
5. The minutes of the Meeting were in written form and available for public inspection within ten(10)working
days after the Meeting or prior to the next convened meeting, whichever occurred earlier, at the office of the District;
within thirty(30)days after the date of the Meeting, a copy of the minutes of the Meeting was sent to the Clerk of the
municipality or county within whose zoning jurisdiction the District is located.
6. No litigation is now pending or threatened to restrain or enjoin the District from the issuance and delivery of
any warrants or other obligations issued by the District or the levy and collection of tax or other revenues or relating to
any of the improvements for which any such warrants or other obligations were or are issued nor in any manner
questioning the proceedings and authority under which any such warrants or other obligations were or are issued or
affecting the validity thereof; neither the corporate existence or boundaries of the District nor the title of its present
officers to their respective offices is being contested; no authority or proceedings for the issuance of any warrants or
other obligations by the District have been repealed,revoked or rescinded as of the date hereof. All actions taken by the
Board of Trustees referred to in said transcript were taken at a public meeting while open to the attendance of the public.
IN WITNESS WHEREOF,we have hereunto affixed our official signatures this 15th day of August,2022.
Dave Vogtm hairman
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Jus app,
MINUTES OF THE MEETING OF THE BOARD OF TRUSTEES OF
SANITARY AND IMPROVEMENT DISTRICT NO. 621 OF DOUGLAS
COUNTY, NEBRASKA HELD AT 3:00 P.M. ON AUGUST 15, 2022 AT
11440 WEST CENTER ROAD, OMAHA,NEBRASKA
The meeting of the Board of Trustees of Sanitary and Improvement District No. 621 of
Douglas County,Nebraska was convened in open and public session at 3:00 P.M. on August 15,
2022 at 10909 Mill Valley Road, Omaha, Nebraska 68154 said meeting held in accordance with
the Nebraska Open Meetings Act, a copy of which was made available for review to all in
attendance at these proceedings, in accordance with State Law.
Present at the meeting were Trustees Dave Vogtman, Justin Knapp and Heather
Dembinski. Also present were Larry A. Jobeun of Fullenkamp Jobeun Johnson & Beller, LLP,
attorneys on behalf of the District; Mark Westergard and Jeff LaMontagne from E&A
Consulting Group, Inc., consulting engineers for the District; and Adam J.P. Platisha of Bluestem
Capital Partners, municipal advisors on behalf of the District. Trustees Nick Dolphens and
Tammy Hoskinson were absent.
Notice of the meeting was given in advance thereof by publication in The Daily Record
on August 9, 2022, a copy of the Proof of Publication being attached to these minutes. Notice of
the meeting was simultaneously given to all members of the Board of Trustees and a copy of
their Acknowledgement of Receipt of Notice is attached to these minutes. Availability of the
agenda was communicated in the published notice and in the notice of the Trustees of this
meeting. All proceedings of the Board were taken while the convened meeting was open to the
attendance of the public.
The Clerk then certified that notice of this meeting had been given to the City of Omaha,
Nebraska and the Douglas County Clerk at least seven days prior to the time set by the Board of
Trustees for this meeting and filed his Certificate to that effect, said Certificate being attached to
these minutes and made part hereof by this reference.
The Board next discussed the letter from D.A. Davidson & Co. regarding the annual
MSRB Rule G-17 and G-23 disclosures on behalf of the District. The Trustees unanimously
accepted the disclosures and requested that the Clerk attach a copy of the above-referenced letter
to these minutes, the same being hereby incorporated herein.
The Chairman next presented plans and specifications prepared by E&A Consulting
Group, Inc., engineers for the District, for the construction of Sanitary Sewer System—Section II
improvements, together with an estimate of the total cost of said improvement prepared by said
engineers, which cost estimate, including engineering fees, legal fees, fiscal fees, administrative
costs and other miscellaneous costs is in the approximate sum of$410,000.00.
After discussion the Resolution contained in Exhibit "A" attached hereto and by this
reference incorporated herein was duly introduced, seconded and upon a roll call vote of"aye"
by the Trustees Vogtman, Knapp and Dembinski was unanimously adopted; the Trustees then
passed the following resolutions:
BE IT RESOLVED by the Board of Trustees of Sanitary and
Improvement District No. 621 of Douglas County, Nebraska that
the hearing on the proposed Resolution of Advisability and
Necessity for the construction of Sanitary Sewer System - Section
II improvements, shall be held at 4:45 p.m. on September 12, 2022,
at 10909 Mill Valley Road, Omaha, Nebraska, at which time
owners of the property within the District who might become
subject to assessment for the improvements contemplated by the
proposed Resolution of Necessity may appear and make objections
to the proposed improvements and if a petition opposing the
proposed Resolution of Advisability and Necessity, signed by
property owners representing a majority of the front footage which
might become subject to assessments for the cost of said
improvements, as set out in the Resolution, as filed with the Clerk
of the District within three days before the date set for hearing on
such Resolution, such Resolution shall not be passed.
BE IT FURTHER RESOLVED that the notice of said hearing
shall be given by publication in The Daily Record, a legal
newspaper of Douglas County, Nebraska for two consecutive
weeks on August 24 and 31, 2022, which publication shall contain
the entire wording of the proposed Resolution and that notice shall
be given by posting same in three conspicuous places within the
boundaries of the District as required by §31-745 R.R.S.; and
further, that the Clerk of the District shall give notice not less than
seven (7) days prior to said hearing to the City of Omaha and
Douglas County Clerk, as required by §31-727.02 R.R.S.
The Chairman next presented the Resolution of necessity recommending the District
enter into a Subdivision Agreement with the City of Omaha, for and in consideration of the
establishment of the development criteria of the District and the payment of the Administrative
and Community Parks Platting Fees to the City of Omaha, which fees, including engineering
fees, legal fees, fiscal fees, administrative costs and other miscellaneous costs is in the
approximate sum of$45,000.00.
After discussion the Resolution contained in Exhibit "B" attached hereto and by this
reference incorporated herein was duly introduced, seconded and upon a roll call vote of"aye"
by the Trustees Vogtman, Knapp and Dembinski was unanimously adopted; the Trustees then
passed the following resolutions:
BE IT RESOLVED by the Board of Trustees of Sanitary and
Improvement District No. 621 of Douglas County, Nebraska that
the hearing on the proposed Resolution of Advisability and
Necessity for the District to enter into a Subdivision Agreement
with the City of Omaha and the payment of any fees associated
therewith, shall be held at 4:45 p.m. on September 12, 2022, at
10909 Mill Valley Road, Omaha, Nebraska, at which time owners
of the property within the District who might become subject to
assessment for the improvements contemplated by the proposed
Resolution of Necessity may appear and make objections to the
proposed improvements and if a petition opposing the proposed
Resolution of Advisability and Necessity, signed by property
owners representing a majority of the front footage which might
become subject to assessments for the cost of said improvements,
as set out in the Resolution, as filed with the Clerk of the District
within three days before the date set for hearing on such
Resolution, such Resolution shall not be passed.
BE IT FURTHER RESOLVED that the notice of said hearing
shall be given by publication in The Daily Record, a legal
newspaper of Douglas County, Nebraska for two consecutive
weeks on August 24 and 31, 2022, which publication shall contain
the entire wording of the proposed Resolution and that notice shall
be given by posting same in three conspicuous places within the
boundaries of the District as required by §31-745 R.R.S.; and
further, that the Clerk of the District shall give notice not less than
seven (7) days prior to said hearing to the City of Omaha and
Douglas County Clerk, as required by §31-727.02 R.R.S.
The Chairman next presented the list of bids and bidders for the construction of the Storm
Sewer& Paving System— Section I improvements, said bids having been received on March 22,
2022 (Notice to Contractors having been published on March 1, 8 and 15, 2022), and presented
together with a letter of recommendation of the engineers for the District, and the Clerk was
directed to attach a copy of the letter of recommendation together with a copy of the bid
tabulations to these minutes. After reviewing the letter of recommendation submitted by the
engineers and determining that each of the bids was accompanied by the required bid bond
and/or certified check, contract and maintenance bond in the amount of 100% of the contract
price, it was determined that the recommendation of the engineers was that the bid of TAB
Construction Co., the lowest qualified bidder in the amount of$1,358,820.15 be accepted.
After discussion, the following resolution was then duly made, seconded and upon a roll
call vote of"aye"by the Trustees was duly adopted:
BE IT RESOLVED by the Board of Trustees of Sanitary and
Improvement District No. 621 of Douglas County, Nebraska that
the bid of TAB Construction Co. ("TAB") for the construction of
the Storm Sewer & Paving System — Section I improvements,
pursuant to the terms and conditions set forth in the contract to be
entered into by and between the District and TAB, and in the
amount of $1,358,820.15, be and hereby is accepted and that the
Chairman and Clerk be and they hereby are authorized as directed
to execute the contracts by and between the District and.TAB for
construction of the improvements.
The Chair then presented the following statements for payment from the General Fund
Account of the District and the Clerk was directed to attach a copy of said statement to these
minutes:
a. Chastain-Otis for new issuance of D&O, GLIA, CUMB and WC $4,125.00
policies of the District and Chairman and Clerk Bonds (#1786, 18-
84).
b. Fullenkamp Jobeun Johnson &Beller, LLP for legal services and ex- $8,992.55
penses related to the formation of the District.
c. Bluestem Capital Partners for municipal advisory fees on General $ 327.94
Fund warrants issued at this meeting (2.5%).
d. Bluestem Capital Partners for Financial Advisor/Fiscal Agent ser- $10,437.50
vices for FY 2021/2022 and 2022/2023 (#2847, 2770).
e. D.A. Davidson& Co. for underwriting services relating to General $ 597.07
Fund warrants issued at this meeting (2.5%).
The Chair then presented the following statements for payment from the Construction
Fund Account of the District and the Clerk was directed to attach a copy of said statement to
these minutes:
a. E& A Consulting Group, Inc. for engineering and design services $187,574.22
in connection with various Section I improvement projects of the
District(No. 160434, 160805).
b. Bluestem Capital Partners for municipal advisory fees on Construc- $4,689.36
tion Fund warrants issued at this meeting (2.5%).
c. D.A. Davidson& Co. for underwriting services relating to Construc- $4,806.59
tion Fund warrants issued at this meeting (2.5%).
Then, upon a motion duly made, seconded and upon a roll call vote of "aye" by the
Trustees Vogtman, Knapp and Dolphens, the following Resolutions were unanimously adopted:
BE IT RESOLVED by the Board of Trustees of Sanitary and
Improvement District No. 621 of Douglas County, Nebraska that the Chairman
and Clerk be and they hereby are authorized and directed to execute and deliver
Warrant Nos. 1 through 29, inclusive, of the District, dated the date of this
meeting, to the following payees, for the following services and in the following
amounts, said warrants to draw interest at the rate of 6% per annum from the
General Fund Account and 7% per annum from the Construction Fund Account,
Warrant Nos. 1 through 8, inclusive, to be payable from the General Fund
Account of the District and to be redeemed no later than three (3)years of the date
hereof being August 15, 2025 (the "General Fund Warrants"), and Warrant
Nos. 9 through 29, inclusive, to be payable from the Construction Fund Account
of the District (interest payable annually) and to be redeemed no later than five (5)
years of the date of August 15, 2027 (the "Construction Fund Warrants"),
subject to extension of said maturity date by order of the District Court of
Douglas County,Nebraska after notice is given as required by law, to-wit:
a) Warrant No. 1 for $4,125.00 made payable to Chastain-Otis for
new issuance of D&O, GLIA, CUMB and WC policies of the
District and Chairman and Clerk Bonds.
b) Warrant No. 2 for $5,000.00 and Warrant No. 3 for $3,992.55,
both made payable to Fullenkamp Jobeun Johnson & Beller,
LLP for legal services and expenses related to the formation of
the District.
c) Warrant No. 4 for $327.94 made payable to Bluestem Capital
Partners for municipal advisory fees on General Fund warrants
issued at this meeting.
d) Warrant Nos. 5 and 6 for $5,000.00 each and Warrant No. 7 for
$437.50, all made payable to Bluestem Capital Partners for
Financial Advisor/Fiscal Agent services for FY 2021/2022 and
2022/2023.
e) Warrant No. 8 for $597.07 made payable to D.A. Davidson &
Co. for underwriting services relating to General Fund warrants
issued at this meeting.
f) Warrant Nos. 9 through 26 for $10,000.00 each and Warrant
No. 27 for $7,574.22, all made payable to E & A Consulting
Group, Inc. for engineering and design services in connection
with various Section I improvement projects of the District.
CF
g) Warrant No. 28 for $4,689.36 made payable to Bluestem
Capital Partners for municipal advisory fees on Construction
Fund warrants issued at this meeting. CF
h) Warrant No. 29 for $4,806.59 made payable to D.A. Davidson
& Co. for underwriting services relating to Construction Fund
warrants issued at this meeting. CF
BE IT FURTHER RESOLVED by the Board of Trustees of Sanitary and
Improvement District No. 621 of Douglas County, Nebraska, that the District
hereby finds and determines and covenants, warrants and agrees as follows in
connection with the issuance of the Construction Fund Warrants: (i) the
improvements being financed by the Construction Fund Warrants are for essential
governmental functions of the District and are designed to serve members of the
general public on an equal basis; (ii) all said improvements have from the time of
their first acquisition and construction been owned, are owned and are to be
owned by the District or another political subdivision; (iii) to the extent special
assessments have been or are to be levied for any of said improvements, such
special assessments have been or are to be levied under Nebraska law as a matter
of general application to all property specially benefited by said improvements in
the District; (iv) the development of the land in the District is for residential or
commercial use and the development of the land in the District for sale and
occupation by the general public has proceeded and is proceeding with reasonable
speed; (v) other than any incidental use of said improvements by a developer
during the initial period of development of said improvements, there have been,
are and will be no persons with rights to use such improvements other than as
members of the general public; (vi) none of the proceeds of said Construction
Fund Warrants have been or will be loaned to any private person or entity; and
(vii) and the District does not reasonably expect to sell or otherwise dispose of
said improvements, in whole or in part, prior to the last maturity of the
Construction Fund Warrants.
BE IT FURTHER RESOLVED by the Board of Trustees of Sanitary and
Improvement District No. 621 of Douglas County, Nebraska that the District
hereby covenants and agrees as follows in connection with the issuance of the
Construction Fund Warrants: (i) it will comply with all applicable provisions of
the Code, including Sections 103 and 141 through 150, necessary to maintain the
exclusion from gross income for federal income tax purposes of the interest on the
Construction Fund Warrants and (ii) it will not use or permit the use of any
proceeds of the Construction Fund Warrants or any other funds of the District nor
take or permit any other action, or fail to take any action, if any such action or
failure to take action would adversely affect the exclusion from gross income of
the interest on the Construction Fund Warrants. In addition, the District will
adopt such other resolutions and take such other actions as may be necessary to
comply with the Code and with all other applicable future laws, regulations,
published rulings and judicial decisions, in order to ensure that the interest on the
Construction Fund Warrants will remain excluded from federal gross income, to
the extent any such actions can be taken by the District.
The District covenants and agrees that (i) it will comply with all
requirements of Section 148 of the Code to the extent applicable to the
Construction Fund Warrants, (ii) it will use the proceeds of the Construction Fund
Warrants as soon as practicable and with all reasonable dispatch for the purposes
for which the Construction Fund Warrants are issued, and (iii) it will not invest or
directly or indirectly use or permit the use of any proceeds of the Construction
Fund Warrants or any other funds of the District in any mariner, or take or omit to
take any action, that would cause the Construction Fund Warrants to be "arbitrage
bonds"within the meaning of Section 148(a) of the Code.
The District covenants and agrees that it will pay or provide for the
payment from time to time of all amounts required to be rebated to the United
States pursuant to Section 148(f) of the Code and any Regulations applicable to
the Construction Fund Warrants from time to time. This covenant shall survive
payment in full of the Construction Fund Warrants. The District specifically
covenants to pay or cause to be paid to the United States, the required amounts of
rebatable arbitrage at the times and in the amounts as determined by reference to
the Code and the Regulations. Pursuant to the "small issuer exception" set forth
below, the District does not believe the Construction Fund Warrants will be
subject to rebate.
The District covenants and agrees that (to the extent within its power or
direction) it will not use any portion of the proceeds of the Construction Fund
Warrants, including any investment income earned on such proceeds, directly or
indirectly, in a manner that would cause any Construction Fund Warrant to be a
"private activity bond".
The District makes the following representations in connection with the
exception for small governmental units from the arbitrage rebate requirements
under Section 148(f)(4)(D) of the Code:
(i) the District is a governmental unit under Nebraska
law with general taxing powers;
(ii). none of the Construction Fund Warrants is a private
activity bond as defined in Section 141 of the Code;
(iii) ninety-five percent or more of the net proceeds of
the Construction Fund Warrants are to be used for local
governmental activities of the District;
(iv) the aggregate face amount of all tax-exempt
obligations (other than "private activity bonds," but including any
tax-exempt lease-purchase agreements) to be issued by the District
during the current calendar year is not reasonably expected to
exceed $5,000,000; and
(v) the District (including all subordinate entities
thereof) will not issue in excess of $5,000,000 of tax-exempt
indebtedness (other than "private activity bonds" and certain
refunding bonds, but including any tax-exempt lease-purchase
agreements) during the current calendar year without first
obtaining an opinion of nationally recognized counsel in the area
of municipal finance that the excludability of the interest on the
Construction Fund Warrants from gross income for federal tax
purposes will not be adversely affected thereby.
BE IT FURTHER RESOLVED by the Board of Trustees of Sanitary and
Improvement District No. 621 of Douglas County, Nebraska that the District
hereby designates the Construction Fund Warrants as its "qualified tax-exempt
obligations" under Section 265(b)(3)(B)(i)(III) of the Code.
BE IT FURTHER RESOLVED by the Board of Trustees of Sanitary and
Improvement District No. 621 of Douglas County, Nebraska that this and the
preceding Resolutions are hereby adopted as the Certificate with Respect to
Arbitrage of the District pertaining to the Construction Fund Warrants and the
District hereby further certifies, as of the date of the registration of the
Construction Fund Warrants with Douglas County,Nebraska as follows:
1: The District reasonably anticipates that a portion of the
monies in its Bond Fund will be expended for payment of
principal of and interest on its bonds and/or construction
fund warrants of the District within 12 months after receipt
of such monies. The District hereby establishes a reserve
fund within its Bond Fund in connection with the issuance
of the Construction Fund Warrants in the amount equal to
the least of (i) 10% of the stated principal amount of the
Construction Fund Warrants, (ii) the maximum annual debt
service due on the Construction Fund Warrants during any
fiscal year, or (iii) 125% of the average annual debt service
for the Construction Fund Warrants over the term of such
warrants. That amount that is currently held in the
District's Bond Fund which exceeds the amount to be
expended for payment of principal and interest on the
bonds and/or construction fund warrants of the District
within 12 months after receipt of such monies, plus that
amount arrived at pursuant to the immediately preceding
sentence, will not be invested in any securities or any other
investment obligations which bear a yield, as computed in
accordance with the actuarial method, in excess of the yield
on the Construction Fund Warrants.
2. To the best of their knowledge, information, and belief, the
above expectations are reasonable.
3. The District has not been notified of any listing of it by the
Internal Revenue Service as an issuer that may not certify
its debt.
4. This Certificate is being passed, executed and delivered
pursuant to Section 1.148-2 (b) (2) of the Income Tax
Regulations under the Code (the "Regulations").
BE IT FURTHER RESOLVED by the Board of Trustees of Sanitary and
Improvement District No. 621 of Douglas County, Nebraska the District hereby
authorizes and directs the Chair or Clerk to file or cause to be filed, when due, an
information reporting form pursuant to Section 149(e) of the Internal Revenue
Code of 1986, as amended (the "Code"), pertaining to the General Fund Warrants
and the Construction Fund Warrants; and,
No opinion of nationally recognized counsel in the area of municipal
finance has been delivered with respect to the treatment of interest on the General
Fund Warrants. Purchasers of the General Fund Warrants are advised to consult
their tax advisors as to the tax consequences of purchasing or holding the General
Fund Warrants.
(Remainder of page intentionally left blank; signatures on following page)
MINUTES SIGNATURE PAGE FROM THE MEETING OF
SANITARY AND IMPROVEMENT DISTRICT NO. 621 OF
DOUGLAS COUNTY, NEBRASKA, HELD ON AUGUST 15,
2022
There being no further usiness to come before the meeting,the meeting was adjourned.
Dave ogtm , Chairman
Jus n Knap er
ACKNOWLEDGMENT OF
RECEIPT OF NOTICE OF MEETING
The undersigned Trustees of Sanitary and Improvement District No.621 of Douglas County,
Nebraska do hereby acknowledge receipt of advanced notice of a meeting of the Board of Trustees
of said District and that the agenda for such meeting,held at 3:00 p.m. on August 15,2022,at 10909
Mill Valley Road,Omaha,Nebraska,is kept continuously current and available for public inspection
at the office of the District's counsel, located at 11440 W. Center Road, Omaha,Nebraska, during
normal business hours.
DATED this 15th day of August, 2022.
CERTIFICATE
The undersigned being Clerk of Sanitary and Improvement District No. 621 of Douglas
County,Nebraska("Arcadia Ridge")hereby certifies that Notice of meeting of the Board of Trustees
of said District held on August 15, 2022,was delivered to the City Clerk of Omaha,Nebraska, via
facsimile or electronic mail transmittal, at least seven(7) days prior to the date of said meeting.
The undersigned further certifies that the agenda for the meeting of the Board of Trustees of
said District was prepared and available for public inspection at the address designated in the notice
of meeting given in advance thereof by publication in The Daily Record on August 9,2022,and that
no items were added to the agenda after the commencement of the meeting; and further, that the
minutes for the meeting were available for public inspection within ten(10)days of the date of said
meeting and that a copy of the minutes of this meeting were sent to the Douglas County Clerk,
Omaha,Nebraska and the City Clerk of Omaha within thirty(30)days from the date of this meeting.
Ju in Knap
"IV
July 2s, 2022 D A DAVIDSON
FIXED INCOME CAPITAL MARKETS
450 Regency Parkway,Suite 400
Chairperson and Board of Trustees of Omaha, 68114
(402)397-5-5777
Sanitary and Improvement District No. 621 (800)776-5777
of Douglas County, Nebraska dadavidson.com
C/O Mr. Larry Jobeun D.A.Davidson&Co.member SIPC
Fullenkamp Jobeun Johnson & Beller
11440 West Center Road
Omaha NE 68144-4482
RE: ANNUAL DISCLOSURE
Dear Board Members:
MSRB Rule G-23 requires D.A. Davidson &Co.to make the following disclosure to you each time that
we propose to serve as your underwriter to a transaction. An underwriter's primary role will be to
purchase as principal, or arrange for the placement of the securities in a commercial arm's length
transaction with the issuer, and may have financial and other interests that differ from those of the
issuer.
In its capacity as underwriter and not as financial advisor, an underwriter may provide incidental
financial advisory services at the issuer's request, including advice regarding the structure, timing,
terms and other similar matters concerning the issuance. However, an underwriter does not assume
any financial advisory or fiduciary responsibilities with respect to the issuer.
As an MSRB and SEC registered Broker-Dealer, D.A. Davidson is required to comply with MSRB Rule
G-17 that requires an underwriter to deal fairly at all times with both municipal issuers and
investors. The underwriter also has a duty to purchase the Bonds from the Issuer at a fair and
reasonable price, but must balance that duty with their duty to sell the Bonds to investors at prices
that are fair and reasonable.
Please be aware that this disclosure does not have any impact on our existing placement agreement
or the services we provide the District. If you have any questions regarding this disclosure please
feel free to contact me at 402-392-7903.
Sincerely,
dr
John Kuehl
Senior Vice President
SID Manager
era
E&A CONSULTING GROUP,INC.
Engineering Answers 10909 MITI Valley Road,Suite 100 .Omaha,NE 88154-3950
P 402.895.4700 • F 402.895.3599
www.eac9.mm
August 2, 2022
Chairman and Board of Trustees
SID No. 621, Douglas County, NE
Mr. Larry Jobeun, Attorney
11440 West Center Road
Omaha, NE 68144
RE: INFORMATION FOR RESOLUTION OF NECESSITY
ARCADIA RIDGE, SID 621, DOUGLAS COUNTY, NE
SANITARY SEWER SYSTEM - SECTION II
E &A#P2021.079.001
Dear Mr. Jobeun and Board Members,
Below is the description and location of an improvement designated as SANITARY SEWER SYSTEM
- SECTION II to be built and constructed within SID 621, Douglas County, or within dedicated
easements acquired by SID 621, Douglas County.
The outer boundaries of the area, which may become subject to Special Assessments for said
improvement, are proposed to be the same as the outer boundaries of SID 621.
SANITARY SEWER SYSTEM -SECTION II
The work to be performed in this improvement shall consist of the installation of 8" and 6" internal
diameter PVC sanitary sewer pipe, and including other approved materials together with manholes,
structures, necessary appurtenances and other items of work incidental and necessary for a
completed project.
All of the improvements are to be located in dedicated public right-of-way or dedicated public sanitary
sewer easements.
A. Construct 8-inch internal diameter sanitary sewer pipe in the following locations:
1. Vernon Avenue from a proposed pipe plug on the centerline of Vernon Avenue located 33
feet, more or less, southwest of the southwest property corner of Lot 103; thence easterly a
distance of 196 feet, more or less, to a proposed manhole at the intersection of Vernon
Avenue and Street G located 45 feet, more or less, southeast of the southeast property corner
of Lot 102;thence easterly a distance of 110 feet, more of less; to a proposed manhole on the
centerline of Vernon Avenue located 25 feet, more or less, south of the southeast property
corner of Lot 101.
1
Information For Resolution Of Necessity
SID 621 —Douglas County
Sanitary Sewer System—Section II
August 2, 2022
Page 2 of 3
2. Street G from a proposed manhole at the intersection of Vernon Avenue and Street G located
45 feet, more or less, southeast of the southeast property corner of Lot 102; thence northerly
a distance of 147 feet, more or less, to a proposed pipe plug on the centerline of Street G
located 25 feet, more or less, east of the northeast property corner of Lot 102.
3. Street G from a proposed pipe plug on the centerline of Street G located 40 feet, more or
less, southwest of the northwest property corner of Lot 108; thence northeasterly a distance
of 54 feet, more or less, to a proposed manhole at the intersection of Street G and Nebraska
Avenue located 47 feet, more or less, southwest of the southwest property corner of Lot 94;
thence northeasterly a distance of 266 feet, more or less, to a proposed manhole in Street G
located 24 feet, more or less, northwest of the northwest property corner of Lot 96; thence
northerly a distance of 109 feet, more or less, to a proposed manhole on the centerline of
Street G located 25 feet, more or less, east of the northeast property corner of Lot 105.
4. Nebraska Avenue from a proposed pipe plug on the centerline of Nebraska Avenue located;
85 feet, more or less, northwest of the northwest property corner of Lot 108; thence
southeasterly a distance of 42 feet, more or less, to a proposed manhole at the intersection
of Street G and Nebraska Avenue located 47 feet, more or less, southwest of the southwest
property corner of Lot 94; thence southeasterly a distance of 109 feet, more or less, to a
proposed manhole on the centerline of Nebraska Avenue located 25 feet, more or less,
northeast of the northeast property corner of Lot 108.
5. Kansas Avenue from a proposed pipe plug in Kansas Avenue located 43 feet, more or less,
northwest of the northwest property corner of Outlot"C";thence easterly a distance of 45 feet,
more or less, to a proposed manhole on the centerline of Kansas Avenue located 26 feet,
more or less, northeast of the northwest property corner of Outlot "C"; thence southeasterly a
distance of 160 feet, more or less, to a proposed manhole on the centerline of Kansas Avenue
located 26 feet, more or less, southwest of the southwest property corner of Lot 112; thence
southeasterly a distance of 73 feet, more or less, to a proposed manhole on the centerline of
Kansas Avenue located 27 feet, more or less, southwest of the southwest property corner of
Lot 113.
E&A CONSULTING GROUP,INC.
Engineering Answers
Information For Resolution Of Necessity
SID 621 —Douglas County
Sanitary Sewer System—Section II 6#
August 2, 2022
Page 3 of 3
B. Construct 6-inch internal diameter sanitary sewer taps from the proposed 8-inch sanitary sewer
main to service the proposed lots in the following locations:
1. Vernon Avenue for service to abutting Inclusive Lots 100-103.
2. Street G for service to abutting Inclusive Lots 94-99 and Lots 104-106.
3. Nebraska Avenue for service to abutting Inclusive Lots 107-108.
4. Kansas Ave for service to abutting Inclusive Lots 109-113.
The engineer's estimate for the total cost of this improvement as SANITARY SEWER SYSTEM-
SECTION II including all engineering, fiscal, legal fees, administrative costs and other miscellaneous
costs is $406,000.00
A proposed Notice to Contractors for the referenced improvement is enclosed.
If you have any questions relative to the above information, please contact the undersigned.
Sincerely,
E &A CONSULTING GROUP, INC.
//hi
aMontagne, P,E.
ct Manager
E&A CONSULTING GROUP,.INC.
Engineering Answers
3
NOTICE TO CONTRACTORS
Sanitary and Improvement District No. 621 of Douglas County, Nebraska. Sealed proposals will
be received by the Clerk of said District at the office of E &A Consulting Group, 10909 Mill Valley
Rd, Suite 100, Omaha, Nebraska until 2:00 P.M. on the day of
2022, for furnishing all labor, tools, materials and equipment required to construct as SANITARY
SEWER SYSTEM - SECTION II for Sanitary and Improvement District 621, Douglas County,
Nebraska, as per the plans and specifications for said work, at the locations shown on the detailed
drawings and in the specifications now on file with the Clerk of said District and available at the
office of E & A Consulting Group, which proposals as are received will, at that time, be publicly
opened, read aloud and tabulated. The work consists essentially of the following estimated
quantities:
APPROXIMATE QUANTITIES
ITEM DESCRIPTION QUANTITY UNIT
1 MOBILIZATION 1 LS
2 CONSTRUCT 8" PVC SANITARY SEWER PIPE 1,323 LF
3 CONSTRUCT 6" PVC SANITARY SEWER PIPE 600 LF
4 CONSTRUCT 54" I.D. SANITARY MANHOLE (9) 110 VF
5 INSTALL EXTERNAL FRAME SEAL ON SANITARY 9 EA
SEWER MANHOLE
6 CONSTRUCT TYPE B RIP-RAP FOR TRENCH 30 TN
STABILIZATION
7 INSTALL BX1100 GEOGRID FOR TRENCH 65 SY
STABILIZATION
8 INSTALL GEOTEXTILE FABRIC FOR TRENCH 75 SY
STABILIZATION
9 CONSTRUCT FOUNDATION ROCK (3" CLEAN) FOR 20 TN
TRENCH STABILIZATION
10 CONSTRUCT SANITARY SEWER PIPE PLUG 5 EA
11 SEDIMENT BASIN MAINTENANCE 1 LS
The amount of the engineer's estimate of the cost of said improvements (exclusive of engineering,
fiscal, legal, interest, easement acquisition, and miscellaneous costs) is $290,000.00
All proposals must be submitted on bid forms furnished by E &A Consulting Group, and must be
accompanied by an original bid bond or a certified check in the amount not less than $14,500.00
made payable to the Treasurer of Sanitary and Improvement District 621 as security that the
bidder to whom the contract may be awarded will enter into a contract to build the improvements
in accordance with this Notice to Contractor and will give a contract and maintenance bond in the
amount of 100% of the total contract price, all as provided in the specifications. Bid bonds must
}
be executed by a duly licensed corporate surety. Checks accompanying proposals not accepted
shall be returned to the bidders.
No bidder may withdraw his proposal for a period of sixty (60) days after date set for opening of
bids. All proposals must be enclosed in an envelope, sealed and addressed to the "Clerk of
Sanitary and Improvement District 621" and shall be marked "PROPOSAL FOR SANITARY
SEWER SYSTEM - SECTION II " with the bidder's name and address on said envelope.
The Bid Security shall be in a separate sealed envelope attached to the Proposal envelope and
shall be marked "BID SECURITY" with the project identified thereon. Proposals received after
the above time shall be returned unopened to the bidder submitting the proposal.
The work herein provided shall be done under written contract with the responsible bidder
submitting the lowest acceptable bid in accordance with the requirements of the plans and
specifications and as provided by law.
Plans, specifications, and contract documents governing the above-referenced proposal as
prepared by E & A Consulting Group, Inc, 10909 Mill Valley Rd, Suite 100, Omaha, Nebraska,
are hereby made a part of this Notice. The proposed contract shall be executed in compliance
therewith. Copies of said plans and specifications may be obtained by interested bidders at the
office of E &A Consulting Group, Inc. upon payment of$40.00, none of which will be refunded.
Sanitary and Improvement District 621 of Douglas County, Nebraska, reserves the right to reject
any or all bids received and to waive informalities and irregularities.
SANITARY AND IMPROVEMENT DISTRICT 621 OF DOUGLAS COUNTY, NE.
Clerk
{
est
E&A CONSULTING GROUP,INC.
Engineering Answers 10909 MIII Valley Road,Suite 100 .Omaha,NE68154-3950
P 402.895.4700 • F 402.895.3599
www.eacg.com
July 19, 2022
Chairman and Board of Trustees
Sanitary and Improvement District No. 621
Douglas County, Nebraska
Mr. Larry Jobeun, Attorney
11440 West Center Road
Omaha, Nebraska 68144
RE: ARCADIA RIDGE (LOTS 1-93 AND OUTLOTS "A' THRU "B")
ADMINISTRATIVE REVIEW FEE
E&A NO. P2021.079.001
Dear Mr. Jobeun and Board Members:
According to Section II- L in the subdivision agreement with the City of Omaha for Arcadia Ridge Lots
1-93, payment is required to the City for administrative review fees in the amount of one percent of
the construction costs.
The engineer's estimate of the total cost of said payment is as follows:
One Percent Administrative Fee $21,412.00
Engineering, Legal, Fiscal, Interest
and Miscellaneous Costs $ 4,283.00
TOTAL ESTIMATED COSTS $25,695.00
We hereby recommend that the administrative fees be paid to The City of Omaha in the amount of
$21,412.00.
If you have any questions, please call.
Sincerely,
E &A CONSULTING GROUP, INC.
J ff LaMontagne, P.E.
I
1
1
P_
t/oat
E GA CONSULTING GROUP,INC.
Engineering Answers 10909 MIII Valley Read,Sulte 100 • Omaha,NE68154-3950
P402.895.4700 • F402.895.3599
www.eacg.com
July 19, 2022
Chairman and Board of Trustees
Sanitary and Improvement District No, 621
Douglas County, Nebraska
Mr. Larry Jobeun, Attorney
11440 West Center Road
Omaha, Nebraska 68144
s
RE: ARCADIA RIDGE (LOTS 1-93 AND OUTLOTS "A"THRU "B")
PARK FEES
E&A NO. 2021.079.001
Dear Mr. Jobeun and Board Members: 1
According to Section II- K.3 in the subdivision agreement with the City of Omaha for Arcadia Ridge
Lots 1-93, payment is required to the City for park fees.
The engineer's estimate of the total cost of said payment is as follows:
Community Park Fee (31.259 Acres @ $400/acre) $12,503.60
Engineering, Legal, Fiscal, Interest
and Miscellaneous Costs $ 2,501.00
TOTAL ESTIMATED COSTS $15,004.60
We hereby recommend that the park fee be paid to The City of Omaha in the amount of$12,503.60.
If you have any questions, please call.
Sincerely,
E & A CONSULTING GROUP, INC.
141
eff LaMontagne, P.E.
I
.LENKAMP JOBEUN JOHNSON&BELLER LLP ' THE DAILY RECORD
11440 West Center Road 1 it 77a,,��1��L��♦V RECORD
Omaha,Nebraska 68144 OF O11�L'1.[lA
NOTICE TO CONTRACTORS
TART AND IMPROVEMENT DISTRICT NO.621 JASON W.HUFF,Publisher
OF DOUGLAS COUNTY,NEBRASKA PROOF OF PUBLICATION
e received by the Clerk of said District at the office of E&A Consulting
Rd, Suite 100,Omaha, Nebraska until 2:00 P.M.on the 22nd day UNITED STATES OF AMERICA,
nishing all labor,tools, materials and equipment required to construct.
PAVING—SECTION I for Sanitary and Improvement District 621, The State of Nebraska, 99.
a, as per the plans and specifications for said work, at the locations
of
Ne
braska,
Di
stric
swings and in the specifications now on file with the Clerk of said District
of E&A Consulting Group,which proposals as are received will,at that County of Douglas,
read aloud and tabulated. The work consists essentially of the following
City of Omaha,
APPROXIMATE glfaNTn TFc JASON W.HUFF and/or SCOTT STEWART
G 4uantit1 Desna being duly sworn,deposes and say that they are the
IN 1 LS '
(SUBGRADE REPEMENT(TYPE L65AE)W/INT.CURB 15,0141 C41 CY PUBLISHER and/or MANAGING EDITOR .
7"CONCRETE HEADER 125 LF of THE DAILY RECORD, of Omaha, a legal newspaper,printed and
TEMPORARY TURN AROUND 235 SY
IPORARTY TURN AROUND 47 SY published daily in the English language, having a bona fide paid
ENSPDED OF ROAD MARKERS 15 EA HUMP 1 EA circulation in Douglas County in excess of 300 copies, printed in
STREET SIGN POST 7 EA Omaha,in said County of Douglas,for more than fifty-two weeks last
1T'STREET
NA E TOME
I GRADE 14 GN EApasta that the printed notice hereto attached was published in THE
iTING(UTILITY MANHOLE TO GRADE 2 EA DAILY RECOR9 pf Omaba,on
LAP TYPE A' 140 TN 1v1 h 1
XY COATED TIE BAR 12 EA arC ,
3 SANITARY SEWER 5039 LF
18"RCP,CI ASS III 955 LF 8 & 15,2022
24"RCP,CLASS III 940 LF
30"RCP,CLASS III 230 LF
36"RCP,CLASS III(D0.01)=1,350 596 LF
54"I.D.STORM MANHOLE(8) 63 VF
60"I.D.STORM MANHOLE(1) 7 VF That said Newspaper during that time was regularly published and
72"I.C:STREM SOLE(3) 31 VF • • -a�x—_s_th tyand State of Nebraska.
RC72" FLARED END SECTION - - 1 VEAF e�aetffi of 1 r y
36"RC FLARED END SECTION 1 EA GENERAL NOTARY-State of Nebraska if 7CURB INLET—TYPEI 10 EA N NICOLE M.PALME- /-/, ../
CURB INLET—TYPE III 5 EA
I COUPLERS 18 EA J My Comm.E%O,.Gcrner 1,21 ; -- lied in ,':presence and sworn to before
XTERNAL FRAME SEAL 3 EA lJ.j4j Jt:i]
CONCRETE RING RETAINER 2 EA Publisher's Fee $ me this day of
(SIN MAINTENANCE 1 LS March 22
neer's estimate of the cost of said Improvements(exclusive of engineering, Additional Copies $ • 0
acquisition,:menufand miscellaneous& s)in$1,362,000.00.,a 153.41 `
bd ubmitted on and edcheck
furnished by E&A Consulting Group,and must be Total $ t. 4
al.bid bond or acertified chec in the amount not less than$68,100.00 N y Public In and for ouglae County,
asurer of Sanitary and Improvement District 621 as security that the State of Nebraska
act may be awarded will enter into a contract to build the improvements
)tire to Contractor and will give a contract and maintenance bond in the
31211 contract price,all as provided in the specifications. Bid bonds must
ensed corporate surety. Checks accompanying proposals not accepted
adders.
w his proposal for a period of sixty(60)days after date set for opening of,
e enclosed in en envelope,sealed and addressed to the"Clerk of Sanitary
:621"and shall be marked"PROPOSAL FOR STORM SEWER AND
with the bidder's name and address on said envelope.
be in a separate sealed envelope attached to the Proposal envelope and
URITY"with the project identified thereon. Proposals received after the
led unopened to the bidder submitting the proposal
ided shall-be done under written contract with the responsible bidder.
:rentable bid in accordance with the requirements of the plans and
ided by law. .
and contract documents governing the above-referenced proposal as °
ulting Group, Inc, 10909 Mill Valley Rd, Suite 100, Omaha, Nebraska,
)f this Notice. The proposed contract shall be executed in compliance ,
I plans and specifications may be obtained by interested bidders at the
Group,Inc.upon payment of$45.00,none of which will be refunded
tent District 621 of Douglas County,Nebraska,reserves the right to reject - .
id to waive informalities and irregularities.
SANITARY AND IMPROVEMENT DISTRICT
NO.621 OF DOUGLAS COUNTY NEBRASKA
By: Justin Knapp,Clerk of The District
ZNEZ •
FULLENKAMP IOBEUN JOHNSON&BELLER LLP
11440 West Center Road
Omaha,Nebraska 66144
NOTICE TO CONTRACTORS
SANITARY AND IMPROVEMENT DISTRICT NO.621
OF DOUGLAS COUNTY,NEBRASKA
Sealed proposals will be received by the Clerk of said District at the office of E&A Consulting
Group, 10909 Mill Valley Rd,Suite 100,Omaha, Nebraska until 2:00 P.M.on the 22nd day 1U IITED STA,
of March,2022,for furnishing all labor,tools, materials and equipment required to construct
as STORM SEWER AND PAVING—SECTION I for Sanitary and Improvement District 621, The Statl
Douglas County, Nebraska, as per the plans and specifications for said work, at the locations. District
shown on the detailed drawings and in the specifications now on file with the Clerk of said District'.
and available at the office of E&A Consulting Group,which proposals as are received will,at that County
time,be publicly opened,read aloud and tabulated. The work consists AccAntially of the following City 1
estimated quantities:
APPROXIMATE OIIANTTTTFe JA:
Item BARRICADING (Man Ualt LS being
2 MOBILRATION 1 LS
3 EARTHWORK(SUBGRADE PREP) 5041 CY PC
4 CONSTRUCT 7"CONCRETE PAVEMENT(TYPE L65AE)W/IT.CURB 15,122 SY
5 CONSTRUCT CONCRETE HEADER 125 LF of THE DAILY I
6 CONSTRUCT TEMPORARY TURN AROUND 235 SY
7 REMOVE TEMPORARTY TURN AROUND 47 SY publisheddaily
8 CONSTRUCT SPEED HUMP 1 EA circulation in9 CONSTRUCT END OF ROAD
I
10 CONSTRUCT STREET SIGN POSTT KERS 15 EEA Omaha,in said i
11 CONSTRUCT STREET NAME SIGN 14 EA past;that the pI
12 ADJUST UTILITY MANHOLE TO GRADE 29 EA
13 ADUUST EXISTING UTILITY MANHOLE TO GRADE 2 EA DAILY DECODE)
14 INSTALL RIPRAP TYPE'A' 140 TN
15 INSTALL EPDXY COATED TIE BAR 12 EA
16 JET EXISTING SANITARY SEWER 5039 LF
17 CONSTRUCT 18"RCP,CLASS III 955 LF
18 CONSTRUCT 24"RCP,CLASS III 940 LF
19 CONSTRUCT 30"RCP,CLASS III 230 LF
20 CONSTRUCT 36"RCP,CLASS III(D0.01)=1,350 596 LF
21 CONSTRUCT 54"LD.STORM MANHOLE(8) 63 VF
22 CONSTRUCT 60"I.D.STORM MANHOLE(1) 7 VF That said New
23 CONSTRUCT 72"I.D.STORM MANHOLE(3) 31 VF
24 CONSTRUCT 30"RC FLARED END SECTION 1 EA
25 CONSTRUCT 36"RC FLARED END SECTION - 1 EA GENERAL NOT/
26 CONSTRUCT CURB INLET—TYPE I 10 EA NICC
27 CONSTRUCT CURB INLET—TYPE III 5 EA
28 INSTALL PIPE COUPLERS 18 EA -- -- My Cana
29 CONSTRCTEXTERNAL FRAME SEAL 3 EA
30 CONSTRUCT CONCRETE RING RETAINER 2 EA Publisher's Fee
31 SEDIMENT BASIN MAINTENANCE 1 LS
The amount of the engineer'sestimateof the costof said improvements(exclusive of engineering, Additional Copies
fiscal,legal,interest,easement acquisition,and miscellaneous costs)is$1,362,000.00. Total
All proposals must be submitted on bid'forms furnished by E&A Consulting Group,and must be
accompanied by an original bid bond or a certified check in the amount not less than$68,100.00
made payable to the Treasurer of Sanitary and Improvement District 621 as security that the
bidder to whom the contract may be awarded will enter into a contract to build the improvements
in accordance with this Notice to Contractor and will give a contract and maintenance bond in the
amount of 100%of the total contract price,all as provided in the specifications. Bid bonds must
be executed by a duly licensed corporate surety. Checks accompanying proposals not accepted
shall be returned to the bidders.
No bidder may withdraw his proposal for a period of sixty(60)days after date set for opening of
bids. All proposals must be enclosed in an envelope,sealed and addressed to the"Clerk of Sanitary
and Improvement District 621"and shall be marked"PROPOSAL FOR STORM SEWER AND
PAVING—SECTION I"with the bidder's name and address on said envelope.
The Bid Security shall be in a separate sealed envelope attached to the Proposal envelope and
shall be marked'BID SECURITY"with the project identified thereon. Proposals received after the
above time shall be returned unopened to the bidder submitting the proposal.
The work herein provided shall be done under written contract with the responsible bidder
submitting the lowest acceptable bid in accordance with the requirements of the plans and
specifications and as provided by law.
Plans, specifications, and contract documents governing the above-referenced proposal as
prepared by E&A Consulting Group, Inc, 10909 Mill Valley Rd,Suite 100, Omaha, Nebraska,
are hereby made a part of this Notice. The proposed contract shall be executed in compliance
therewith. Copies of said plans and specifications may be obtained by interested bidders at the
office of E&A Consulting Group,Inc.upon payment of$45.00,none of which will be refunded
Sanitary and Improvement District 621 of Douglas County,Nebraska,reserves the right to reject
any or all bids received and to waive informalities and irregularities.
SANITARY AND IMPROVEMENT DISTRICT
NO.621 OF DOUGLAS COUNTY,NEBRASKA
By: Justin Knapp,Clerk of The District
3/1,3/8,3/15 ZNEZ
e®Da
E&A CONSULTING GROUP,INC.Engineering Answers 10909MIIl Valley Road,Suite 100 • Omaha,NE68154-3950
P 402.895,4700 • F 402.895.3599
www.eacg.com
March 27, 2022
Sanitary and Improvement District 621, Douglas County
Mr. Larry Jobeun
Fullenkamp,Jobeun,Johnson &Beller
11440 West Center Road
Omaha NE 68144
RE: CONTRACT AWARD
ARCADIA RIDGE
STORM SEWER &PAVING—SECTION I
E&A: 2021.079.001
Dear Mr.Jobeun,
We have reviewed the Tabulation of Bids received on March 22,2022 for Storm Sewer&Paving-Section I. Based upon
the bid documents and qualifications, we hereby recommend Award of Contract on the total base bid of$1,358,820.15
to Tab Construction Co.
Enclosed is a copy of the Tabulation of Bids for the improvement. If you have any questions relative to the above
information, please contact the undersigned.
Very truly yours,
E &A CONSULTING GROUP, INC. i
-f
11(
fffrey LaMontagne, P.E.
Project Manager
JL/hc
I
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CCHASTAIN Invoice # 1 768 Page 1 of 1
D OTIS �m
INSURANCE&FINANCIAL SERVICES SID621C-01 3/1/2022
10822 Old Mill Rd. t4E ' Wok •. — "= "
Suite 2 3/1/2022
Omaha,NE 68154 _fraiiiltP ala :w alrtbYfi}t;=�:
Phone: (402)397-2500
$120.00
SID#621 c/o Fullenkamp
11440 W Center Rd
Omaha, NE 68144
Bonds Policy Number: 144107 Effective: 2/23/2022 to 2/23/2024
`Item... -® Trans=EfCDa're -� `Du piate -..• > DSO pitift _ - : atou➢e
42415 2/23/2022 3/1/2022 NEWB chairman bond $50.00
Bonds Policy Number: 144108 Effective: 2/23/2022 to 2/23/2024
'I.rans=E awe '.® .- . •ate - ® WOW c >7141tiorriA
42417 2/23/2022 3/1/2022 NEWB clerk bond $70.00
Total Invoice Balance: $120.00
3/1/2022 SID#621 c/o Fullenkamp Page 1 of 1
CHASTAIN Invoice # 1884 Page 1 of 1
OTIS EtEcolint Nifinbair
INSURANCE&FINANCIAL SERVICES SID621C-01 4/27/2022
10822 Old Mill Rd. lance 040n - __,.— : :®
Suite 2 4/25/2022
Omaha,NE 68154 mount Peld
Phone: (402)397-2500 _
$4,005.00
SID #621
c/o Fullenkamp Jobeun Johnson &Beller LLP
11440 West Center Road Suite C
Omaha, NE 68144
Business Owners Policy Policy Number: BPPNE2000015248 Effective: 2/23/2022 to 2/23/2023
11ent raos'Eff Dare: ue°D. s
46424 2/23/2022 4/25/2022 NEWS 22/23 New D&O $400.00
General Liability Policy Number: CG5NE0000018336 Effective: 2/23/2022 to 2/23/2023
. _Ef�f e e Date s =' eted twit ;-
two. ...._ m rans- ._.. ...� � %_r .. .-�
44273 2/23/2022 3/23/2022 NEWS 22/23 New GL $707.00
Commercial Umbrella Policy Number: CUPNE2000015335 Effective: 2/23/2022 to 2/23/2023
=, 11hte_DS SE ;'- into
44459 2/23/2022 3/25/2022 NEWS 22/23 New UMB $2,625.00
Worker's Compensation Policy Number: WCPNE0000018336 Effective: 2/23/2022 to 2/23/2023
(D"at s --D;cr ti =Hrs
=_IJJ 1. nt
44175 2/23/2022 3/22/2022 NEWS 22/23 New WC $273.00
Total Invoice Balance: $4,005.00
•
4/27/2022 SID#621 Page 1 of 1
Bluestem Capital Partners Inc Invoice
1414 N 205th Street, Suite#1
Omaha, NE 68022 Date Invoice#
(402) 391-7977
7/27/2022 2847
Bill To:
SID#621 of Douglas County Nebraska
do Fullenkamp, Jobeun, Johnson & Beller
Attn: Mr. Larry Jobeun
11440 West Center Road, Ste. C
Omaha, NE 68144
Description Amount
Financial Advisor/Fiscal Agent Services for Fiscal Year 2021-2022 2,937.50
Annual Flat Fee per Contract of$7,500 is prorated from the contract execution date of February 7, 2022:
If the District is not on a Cash Basis in the Bond Fund, this must be Paid through the General Fund
We are required by the Municipal Securities Rulemaking Board Amended Rule G-10 which became
effective on October 13, 2017, to provide in writing to our Municipal Advisory clients at the inception of the
municipal advisory relationship and annually thereafter, the following information:
(i) Bluestem Capital Partners Inc. is a registered Municipal Advisor with the U.S. Securities and
Exchange Commission as well as the Municipal Securities Rulemaking Board:
(ii) The website address of the Municipal Securities Rulemaking Board is www.msrb.org; and
(iii) On the Municipal Securities Rulemaking Board's website is an investor brochure that is available to
you which describes the protections that may be provided by the Municipal Securities Rulemaking Board's
rules and also the procedures to file a complaint with an appropriate regulatory authority.
If you have any questions, please do not hesitate to call.
Total $2,937.50
Payments/Credits $0.00
Balance Due $2,937.50
Bluestem Capital Partners Inc Invoice
1414 N 205th Street, Suite#1
Omaha, NE 68022 Date Invoice#
(402) 391-7977
7/26/2022 2770
Bill To:
SID#621 of Douglas County Nebraska
c/o Fullenkamp, Jobeun, Johnson &Beller
Attn: Mr. Larry Jobeun
11440 West Center Road, Ste. C
Omaha, NE 68144
Description Amount
Financial Advisor/Fiscal Agent Services for Fiscal Year 2022-2023 7,500.00
Annual Flat Fee per Contract
If the District is not on a Cash Basis in the Bond Fund, this must be Paid through the General Fund
We are required by the Municipal Securities Rulemaking Board Amended Rule G-10 which became
effective on October 13, 2017, to provide in writing to our Municipal Advisory clients at the inception of the
municipal advisory relationship and annually thereafter, the following information:
(i) Bluestem Capital Partners Inc. is a registered Municipal Advisor with the U.S. Securities and
Exchange Commission as well as the Municipal Securities Rulemaking Board:
(ii) The website address of the Municipal Securities Rulemaking Board is www.msrb.org; and
(iii) On the Municipal Securities Rulemaking Board's website is an investor brochure that is available to
you which describes the protections that may be provided by the Municipal Securities Rulemaking Board's
rules and also the procedures to file a complaint with an appropriate regulatory authority.
If you have any questions, please do not hesitate to call.
Total $7,500.00
Payments/Credits $0.00
Balance Due $7,500.00
John H.Fullenkamp
�► FULLENKAMP Larry A. Jobeun
F JOBEUN Mark B. Johnson
Brent W. Beller
1 B JOHNSON & Robert T.Griffith
1JELLER LLP Writers e-mail:lanv@fiiblaw.com
August 15, 2022
Chairman and Board of Trustees
Sanitary and Improvement District
No. 621 of Douglas County, Nebraska
Statement of Services Rendered
For Legal Services rendered in connection with the formation of the District
and any expenses related thereto.
LEGAL FEES: $7,500.00
EXPENSES: $1,492.55
Filing Fees, Publications, Copying,
& Postage
TOTAL AMOUNT DUE: $8,992.55
/s/Larry A.Jobeun
Attorney for the District
11440 W.Center Road, Ste. C—Omaha,Nebraska,68144—Phone: (402)334-0700—Website: www.fijblaw.com
E&A Consulting Group,Inc.
Engineering Answers
30909 Mill Valley Road,Suite 100
Omaha,NE 68154-3950
402.895.4700
Douglas County SID#621 February 28,2022
c/o Mr.Larry Jobeun,Attorney Project No: P2021.079.001
11440 West Center Road Invoice No: 160434
Omaha,NE 68144
Project P2021.079.001 Arcadia Ridge @ 210th&Ida in Omaha,NE-Residential Development
Professional Services from March 1,2021 to February 13.2022
Phase 001 Preliminary Services
Fee
Description Fee Percent Complete Earned
Sanitary Sewer 11,500.00 50.00 5,750.00
Paving 10,000.00 50.00 5,000.00
Storm Sewer 11,500.00 50.00 5,750.00
Water 3,000.00 0.00 0.00
Power 2,500.00 0.00 0.00
Total Fee 38,500.00 16,500.00
Previous Fee Billing 0.00
Current Fee Billing " 16,500.00,
Total Fee 16,500.00
Total this Phase $16,500.00
Phase 010 Design Services—Sanitary Sewer Section I
Fee
Estimated Construction Cost 764,000.00
Fee Percentage 8.00
Total Fee 61,120.00
Percent Complete 85.00 Total Earned 51,952.00
Previous Fee Billing 0.00
Current Fee Billing 51,952.00
Total Fee 51,952.00
Total this Phase $51,952.00
Phase 053 Wetland Delineation
Task • 960 Wetlands Delineation
Professional Personnel
Hours Rate Amount
Environmental Scientist I 23.76 74.00 1,758.24
Environmental Scientist III 1.00 105.00 105.00
Totals 24.76 1,863.24
Total Labor 1,863.24
Total this Tash $1,863.24
Task 969 404 Pemit
Project P2021.079.001 Arcadia Ridge @ 210th&Ida in Omaha,N Invoice 160434
Professional Personnel
Hours Rate Amount
Environmental Scientist III - .50 105.00 52.50
Totals .50 52.50
Total Labor 52.50
Total this Tash $52.50
Total this Phase $1,915.74
Phase 999 Reimbursables
Reimbursable Expenses
Parking/Per Diem 1.75
Permits and Fees 62.00
Total Reimbursables 63.75 63.75
Total this Phase $63.75
Total this Invoice $70,431.49
Approved By: Jeffrey LaMontagne
•
Page 2
E&A Consulting Group,Inc.
Engineering Answers
10909 Mill Valley Road,Suite 100
Omaha,NE 68154-3950
402.895.4700
Douglas County SID#621 March 31,2022
c/o Mr.Larry Jobeun,Attorney Project No: P2021.079.001
11440 West Center Road Invoice No: 160805
Omaha,NE 68144
Project P2021.079.001 Arcadia Ridge @ 210th&Ida in Omaha,NE-Residential Development
Professional Services from February 14.2022 to March 13,2022
Phase 010 Design Services—Sanitary Sewer Section I
Fee
Estimated Construction Cost 714,223.00
Fee Percentage 8.50
Total Fee 60,708.96
Percent Complete 95.00 Total Earned 57,673.51
Previous Fee Billing 51,952.00
Current Fee Billing 5,721.51
Total Fee 5,721.51
Total this Phase $5,721.51
Phase 01 I Design Services—Storm Sewer Section I
Fee
Estimated Construction Cost 428,994.35
Fee Percentage 10.00
Total Fee 42,899.44
Percent Complete 95.00 Total Earned 40,754.46
Previous Fee Billing 0.00
Current Fee Billing 40,754.46
Total Fee 40,754.46
Total this Phase $40,754.46
Phase 012 Design Services—Paving Section I
Fee
Estimated Construction Cost 929,825.80
Fee Percentage 8.00
Total Fee 74,386.06
Percent Complete 95.00 Total Earned 70,666.76
Previous Fee Billing 0.00
Current Fee Billing 70,666.76
Total Fee 70,666.76
Total this Phase $70,666.76
Total this Invoice $117,142.73
Approved By: Jeffrey LaMontagne
N
FHNS NNAM ELLER LIP
THE DAILY RECORD
11440 e t ante R Road
Omaha,a0 Nebraska
arrar81ad. OF OMAHA
Nebraska 68144
NOTICE OF MEETING JASON W. HUFF,Publisher
SANITARYAND
DISTRICT NO.621 OF PROOF OF PUBLICATION
DOUGLAS COUNTY,NEBRASKA
NOTICE IS HEREBY GIVEN that a meeting UNITED STATES OF AMERICA,
of the Board of Trustees of Sanitary and The State of Nebraska,
Improvement District No. 621 of Douglas SS.
County will be held 3:00 p.m.on August District of Nebraska,
15,2022,which meeting will be open to the
public for in person attendance at 10909 Mill County of Douglas,
Valley Road, Omaha, Nebraska, which City of Omaha,
meeting shall be held in accordance with the
Nebraska Open Meetings Act. An agenda for
such meeting, kept continuously current is JASON W.HUFF and/or NIHLAUS STEWART
available for public inspection at the office of
the District's counsel during normal business being duly sworn,deposes and say that they are the
hours,the same induding the payment of bills
and other business of the District. PUBLISHER and/or LEGAL EDITOR
Justin Clerk of The District of THE DAILY RECORD, of Omaha, a legalnewspaper,e�P Pm',printed and
8/9 zN¢ published daily in the English language, having a bona fide paid
circulation in Douglas County in excess of 300 copies, printed in
Omaha,in said County of Douglas,for more than fifty-two weeks last
past; that the printed notice hereto attached was published in THE
DAILY RECORD,of
St y,"LVL1
That said Newspaper during that time was regularly published and
in eral circulation in ty of Douglas tatg of Nebraska
GENERAL NOTARY-Slat,of Nebraska /�
NICOLE M. PALMER 'bed in 6andsoorntobefore
a My Comm. z c if i,2025� myth
Publisher's Fee $ me this day of
August 22
Additional Copies $ 1
$ 24.50 •
Total
Not tblie in and for Do gists County,
State of Nebraska
AGENDA
Sanitary and Improvement District No. 621 of Douglas County,Nebraska(Arcadia Ridge);Meeting
to be held August 15, 2022 at 3:00 p.m. at 10909 Mill Valley Road, Omaha, Nebraska.
1,'rese tint en Meetings Act; Trustee roll call:
•
• Nick Dolphens
• Tammy Hoskinson
2. Discussion re:
• Engineering update and report(E&A);
• Financial Snapshot Report(Bluestem Capital Partners);
• Present MSRB Rule G-17 and G-23 Disclosures (D.A. Davidson);
• Miscellaneous matters before the Board, as deemed necessary.
3. Present Resolution of Necessity and corresponding Notice to Contractors recommending the
District construct the Sanitary Sewer System—Section II improvements;order hearing to be
held and required publications.
4. Present Resolution of Necessity recommending the District enter into a Subdivision
Agreement with the City of Omaha for and in consideration of the District's payment of the
requisite 1%Administrative Review Fees and Park Fees to the City for Arcadia Ridge,Lots
1 —93, Outlots A-B; order hearing to be held and required publications.
5. Present Notice to Contractors,bid tabs and corresponding recommendation of award for the
Storm Sewer&Paving—Section I improvements;award contract to lowest qualified bidder,
TAB Construction Co.,in the amount of$1,358,820.15; Chair and Clerk to execute related
contracts on behalf of the District.
6. Present statements, vote on and approve payment from the General Fund Account of the
District for the following:
a. Chastain-Otis for new issuance of D&O, GLIA, CUMB and WC $4,125.00
policies of the District and Chairman and Clerk Bonds (#1786, 18-
84).
b. Fullenkamp Jobeun Johnson&Beller, LLP for legal services and ex- $8,992.55
penses related to the formation of the District.
c. Bluestem Capital Partners for municipal advisory fees on General $ 327.94
Fund Warrants issued at this meeting (2.5%).
d. Bluestem Capital Partners for Financial Advisor/Fiscal Agent ser- $10,437.50
vices for FY 2021/2022 and 2022/2023 (#2847, 2770).
e. D.A. Davidson & Co. for underwriting services relating to General $ 597.07
Fund Warrants issued at this meeting (2.5%).
7. Present statements,vote on and approve payment from the Construction Fund Account of the
District for the following:
a. E&A Consulting Group, Inc. for engineering and design services $187,574.22
in connection with various Section I improvement projects of the
District (No. 160434, 160805).
b. Bluestem Capital Partners for municipal advisory fees on Construc- $4,689.36
tion Fund Warrants issued at this meeting (2.5%).
c. D.A. Davidson& Co. for underwriting services relating to Construe- $4,806.59
tion Fund Warrants issued at this meeting (2.5%).
8. Any and all business before the Board as deemed necessary; meeting adjourned.
Faaiii //'!�'v " b :v".=. i" ..yy -cam, „f.. _ 3i
District: SID No. 621 -Arcadia Ridge Meeting Date: August 15, 2022
Location: 10909 Mill Valley Road, Omaha, NE Time: 3:00 p.m.
arta = SE PRI _r- :`
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/IM iLli MAIYI615 M LOWS (Onl eaVIy
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*all attendees of meeting to sign this sheet.
Page 1 of 1