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Issuance of Not to Exceed $3,400,000 Sewer Revenue Capital Loan Notes Planning and Design Loan (State Revolving Loan Fund Program) Old Mill Phase IV Project – Catfish Creek Sewershed Improvement - South Fork Copyrighted June 2, 2025 City of Dubuque ITEMS SET FOR PUBLIC HEARING # 5. City Council ITEM TITLE: Proceedings to Set Public Hearing on June 16, 2025 for the Issuance of Not to Exceed $3,400,000 Sewer Revenue Capital Loan Notes Planning and Design Loan (State Revolving Loan Fund Program) Old Mill Phase IV Project— Catfish Creek Sewershed Improvement - South Fork SUMMARY: City Manager recommending that a public hearing be set for June 16, 2025, on the issuance of a not to exceed $3,400,000 Sewer Revenue Capital Loan Notes Planning and Design Loan, State Revolving Loan Fund Program, the proceeds of which will be used to fund the Old Mill Phase IV Project— Catfish Creek Sewershed Improvement - South Fork. RESOLUTION To fix a date for a public hearing on proposal to enter into a Sewer Revenue Loan and Disbursement Agreement and to borrow money thereunder in a principal amount not to exceed $3,400,000 SUGGUESTED Receive and File; Adopt Resolution(s), Set Public Hearing for DISPOSITION: June 16, 2025 ATTAC H M ENTS: 1. MVM Memo Old MIII Rd Phase 4 South Fork SRF Set Public Hearing_MVM Memo_2025_05_28 2. Old MIII Rd Phase 4 South Fork SRF Set Public Hearing_Staff memo_2025_05_28 3. 1 st Half Set Hrg Sewer Rev LDA (Old Mill Phase IV - South Fork) (Dubuque #24 2025)-v1 Page 652 of 2490 Dubuque THE CTTY O� � D F All-America Cit� U� L wcix?�LLnm�ii-n:��. ' � II ��' Maste iece on the Mississi i z°°'.z°lz.z°13 �P pp �oi�*Zo�9 TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: Proceedings to Set Public Hearing on June 16, 2025 for the Issuance of Not to Exceed $3,400,000 Sewer Revenue Capital Loan Notes Planning and Design Loan (State Revolving Loan Fund Program) Old Mill Phase IV Project— Catfish Creek Sewershed Improvement - South Fork DATE: May 28, 2025 Chief Financial Officer Jennifer Larson recommends that a public hearing be set for June 16, 2025, on the issuance of a not to exceed $3,400,000 Sewer Revenue Capital Loan Notes Planning and Design Loan, State Revolving Loan Fund Program, the proceeds of which will be used to fund the Old Mill Phase IV Project — Catfish Creek Sewershed Improvement - South Fork. I concur with the recommendation and respectfully request Mayor and City Council approval. �Jv'"r,"� Y�,i,r Michael C. Van Milligen MCVM/jml Attachment cc: Crenna Brumwell, City Attorney Cori Burbach, Assistant City Manager Gus Psihoyos, City Engineer Brian DeMoss, Finance Manager Page 653 of 2490 THE CTTY QF Du��que i.i.i.i.�� D�L L i-America Ci i I I� Mas te�piece on the Mississippi zoo�•zu�z•zo�s TO: Michael C. Van Milligen, City Manager FROM: Jennifer Larson, Chief Financial Officer SUBJECT: Proceedings to Set Public Hearing on June 16, 2025 for the Issuance of Not to Exceed $3,400,000 Sewer Revenue Capital Loan Notes Planning and Design Loan (State Revolving Loan Fund Program) Old Mill Phase IV Project — Catfish Creek Sewershed Improvement - South Fork DATE: May 28, 2025 INTRODUCTION The purpose of this memorandum is to provide suggested proceedings to set a public hearing on the issuance of a not to exceed $3,400,000 Sewer Revenue Capital Loan Notes Planning and Design Loan (State Revolving Loan Fund Program) Old Mill Phase IV Project— Catfish Creek Sewershed Improvement - South Fork Project. BACKGROUND The adopted FY26 CIP budget includes funds to begin the design of this project utilizing SRF funds. DISCUSSION This project provides for systematic upgrades to the Catfish Creek Sanitary Interceptor Sewer system which branches out along the South Fork Catfish creek. The sewer system will be upsized from Old Mill Road along the South Fork Catfish Creek 6.9 miles to the Dubuque Metropolitan Solid Waste Agency. The Catfish Creek Interceptor Sewer was constructed circa 1960. Extending westward from the Water & Resource Recovery Center, it has allowed for the development of nearly 2,500 acres over the last two decades which includes residential subdivisions, the Dubuque Industrial Center West, and service to the Dubuque Metro Solid Waste Agency. The existing sanitary sewer was identified as being at or exceeding capacity. The funding request will provide for the design, permitting, and easement acquisition for sewer upsizing along the South Fork interceptor from Old Mill Road to North Cascade Road. Page 654 of 2490 Approved P&D loans are 0% interest for up to three years to cover the costs of engineering to prepare facility plans and project plans &specifications. The loans are then typically rolled into a SRF construction loan or repaid by another source of permanent financing. ACTION TO BE TAKEN I respectfully recommend the adoption of the enclosed resolution fixing the date of June 16, 2025, for a public hearing on the proposed issuance not to exceed $3.4 million in Sewer Revenue Capital Loan Notes Planning and Design Loan (State Revolving Loan Fund Program)for the Old Mill Phase IV Project— Catfish Creek Sewershed Improvement- South Fork. Attachments cc: Crenna Brumwell, City Attorney Cori Burbach, Assistant City Manager Brian DeMoss, Finance Manager Page 655 of 2490 DORSEY Y L May 27, 2025 VIA EMAIL Jenny Larson Chief Financial Officer Dubuque, Iowa Re: $3,400,000 SRF Sewer Revenue Loan and Disbursement Agreement File No. 430411 Dear Jenny: We have prepared and attach proceedings for use at the June 2, 2025, City Council meeting to set June 16, 2025, as the date for a hearing on the proposal to enter into the SRF Sewer Revenue Loan and Disbursement Agreement (the "Agreement") in connection with the Old Mill Phase IV Project—Catfish Creek Sanitary Interceptor Sewer System South Fork. The documents attached include the following items: 1. Resolution fixing the date of ineeting at which it is proposed to take action to enter into the Agreement. The form of notice is set out in Section 2 of the resolution. 2. Attestation Certificate with respect to the validity of the transcript. 3. Organization and Establishment Certificate. 4. Outstanding Debt Certificate with respect to the outstanding debt of the Sewer Utility. 5. Publication Certificate with respect to publication of the notice, to which must be attached the publisher's affidavit of publication with a clipping of the notice as published. The notice must be published at least once, not less than four (4) and not more than twenty (20) days before the meeting date set for the hearing, in a legal newspaper which has a general circulation in Dubuque. The last date on which this notice can be effectivel�published is June 12, 2025. As soon as the notice appears in the newspaper, please have a copy scanned and emailed to me. 8oi Grand Avenue�Suite qioo�Des Moines,IA I 5o3o9-HOOz I T 515•z83•1o00�dorsey.com Page 656 of 2490 Please return one fully executed copy of these proceedings to us as soon as they are available. Please call me if you have questions. Best regards, David D. Grossklaus John P. Danos Attachments cc: Crenna Brumwell Adrienne Breitfelder Maxwell O'Brien Todd Irwin Tionna Pooler Tracy Scebold Tony Toigo Lee Wagner DORSEY&WHITNEY LLP Page 657 of 2490 Dubuque/ 430411/1"'F. -Sewer Rev (Phase IV —South Fork) MINUTES TO SET DATE FOR HEARING ON ENTERING INTO A LOAN AND DISBURSEMENT AGREEMENT 430411 (N/I) Dubuque, Iowa June 2, 2025 The City Council of the City of Dubuque, Iowa, met on June 2, 2025, at 6:30 p.m., at the Historic Federal Building, 350 W. 6 h St, Second Floor Council Chambers, Dubuque, Iowa. The Mayor presided and the roll was called showing the following members of the Council present and absent: Present: Mayor Cavanagh: Council Members Farber, Jones, Resnick, Roussell, Sprrank, Wethal Absent: • • Other Business- MOTION TO APPROVE RESOLUTION Council Member Roussell introduced the resolution hereinafter next set out and moved its adoption, seconded by Council Member Sprank; and after due consideration thereof by the Council, the Mayor put the question upon the adoption of the said resolution and the roll being called, the following named Council Members voted: Ayes: Cavanagh, Roussell, Wethal, Shrank, Resnick, Farber, Jones Nays: Whereupon, the Mayor declared the resolution duly adopted as follows: -1- DORSEY & WHITNEY LLP, ATTORNEYS, DES MINES, IOWA Dubuque/ 43041 l/1" %: - Sewer Rev (Phase IV — South Fork) RESOLUTION NO. 191-25 Resolution to fix a date for a public hearing on proposal to enter into a Sewer Revenue Loan and Disbursement Agreement and to borrow money thereunder in a principal amount not to exceed $3,400,000 WHEREAS, the City of Dubuque (the "City"), in Dubuque County, State of Iowa, did heretofore establish a Municipal Sanitary Sewer System (the "Utility") in and for the City which has continuously supplied sanitary sewer service in and to the City and its inhabitants since its establishment; and WHEREAS, the management and control of the Utility are vested in the City Council (the "Council") and no board of trustees exists for this purpose; and WHEREAS, pursuant to prior resolutions of the Council, the City has heretofore issued Sewer Revenue bonds or notes as set forth on attached outstanding debt certificate, and a portion of such prior Sewer Revenue debt remains outstanding (the "Outstanding Indebtedness"); and WHEREAS, pursuant to the resolutions relating to and authorizing the Outstanding Indebtedness (the "Outstanding Bond Resolutions") the City reserved the right to issue additional obligations payable from the net revenues of the Utility and ranking on a parity with the Outstanding Indebtedness under the terms and conditions set forth in the Outstanding Bond Resolutions; and WHEREAS, the City now proposes to enter into a Sewer Revenue Loan and Disbursement Agreement (the "Agreement") and to borrow money thereunder in a principal amount not to exceed $3,400,000, pursuant to the provisions of Section 384.24A of the Code of Iowa, for the purpose of paying the cost, to that extent, of planning, designing and constructing improvements and extensions to the Utility (the "Project'), and it is necessary to fix a date of meeting of the Council at which it is proposed to take action to enter into the Agreement and to give notice thereof as required by such law; NOW, THEREFORE, Be It Resolved by the City Council of the City of Dubuque, Iowa, as follows: Section 1. This City Council shall meet on June 16, 2025, at 6:30 p.m., at the Historic Federal Building, 350 W. 6th St, Second Floor Council Chambers, at which time and place a hearing will be held and proceedings will be instituted and action taken to enter into the Agreement. Section 2. The City Clerk is hereby directed to give notice of the proposed action on the Agreement setting forth the amount and purpose thereof, the time when and place where the said meeting will be held, by publication at least once, not less than four (4) and not more than twenty (20) days before the meeting, in a legal newspaper which has a general circulation in the City. The notice shall be in substantially the following form: -2- DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA Dubuque/4304ll/ls�'/z-Sewer Rev(Phase IV—South Fork) NOTICE OF PROPOSED ACTION TO INSTITUTE PROCEEDINGS TO ENTER INTO A LOAN AND DISBURSEMENT AGREEMENT IN A PRINCIPAL AMOUNT NOT TO EXCEED $3,400,000 (SEWER REVENUE) The City Council of the City of Dubuque, Iowa, will meet on June 16, 2025, at 6:30 p.m., at the Historic Federal Building, 350 W. 6th St, Second Floor Council Chambers, for the purpose of instituting proceedings and taking action to enter into a loan and disbursement agreement (the "Agreement") and to borrow money thereunder in a principal amount not to exceed $3,400,000 for the purpose of paying the cost, to that extent, of planning, designing and constructing improvements and extensions to the Municipal Sanitary Sewer System (the "Utility") of the City. The Agreement will not constitute a general obligation of the City, nor will it be payable in any manner by taxation but, together with the City's outstanding Sewer Revenue Indebtedness and any additional obligations of the City as may be hereafter issued and outstanding from time to time ranking on a parity therewith, will be payable solely and only from the Net Revenues of the Utility. At that time and place, oral or written objections may be filed or made to the proposal to enter into the Agreement. After receiving objections, the City may determine to enter into the Agreement, in which case, the decision will be final unless appealed to the District Court within fifteen (15) days thereafter. By order of the City Council of the City of Dubuque, Iowa. Adrienne Breitfelder City Clerk -3- DORSEY&WffiTNEY LLP,ATTORNEYS,DES MOINES,IOWA Page 660 of 2490 Dubuque/ 430411/1 "/z - Sewer Rev (Phase IV — South Fork) Section 3. Pursuant to Section 1.150-2 of the Income Tax Regulations (the "Regulations") of the Internal Revenue Service, the City declares (a) that it intends to undertake the Project which is reasonably estimated to cost approximately $14,000,000, (b) that other than (i) expenditures to be paid or reimbursed from sources other than the issuance of bonds, notes or other obligations (the "Bonds"), or (ii) expenditures made not earlier than 60 days prior to the date of this Resolution or a previous intent resolution of the City, or (iii) expenditures amounting to the lesser of $100,000 or 5% of the proceeds of the Bonds, or (iv) expenditures constituting preliminary expenditures as defined in Section 1.150-2(f)(2) of the Regulations, no expenditures for the Project have heretofore been made by the City and no expenditures will be made by the City until after the date of this Resolution or a prior intent resolution of the City, and (c) that the City reasonably expects to reimburse the expenditures made for costs of the City out of the proceeds of the Bonds. This declaration is a declaration of official intent adopted pursuant to Section 1.150-2 of the Regulations. Section 4. All resolutions or parts of resolutions in conflict herewith are hereby repealed to the extent of such conflict. Section 5. This resolution shall be in full force and effect immediately upon its adoption and approval, as provided by law. Passed and approved June 2, 2025. Attest: City Clerk • • Other Business- - On motion and vote, the meeting adjourned. Attest: City Clerk ayor -4- DORSEY & WHITNEY LLP, ATTORNEYS, DES MOMES, IOWA Dubuque/ 430411/1'" h - Sewer Rev (Phase IV — South Fork) ATTESTATION CERTIFICATE: STATE OF IOWA COUNTY OF DUBUQUE SS: CITY OF DUBUQUE I, the undersigned, City Clerk of the City of Dubuque, Iowa, do hereby certify that attached hereto is a true and correct copy of the proceedings of the City Council relating to fixing a date for hearing on the City Council's proposal to take action in connection with a Sewer Revenue Loan and Disbursement Agreement. WITNESS MY HAND this 13 day of L /), f 52025. City Clerk -5- DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA Dubuque/ 430411/1/1 % -Sewer Rev (Phase IV — South Foric) ORGANIZATION AND ESTABLISHMENT CERTIFICATE: STATE OF IOWA COUNTY OF DUBUQUE SS: CITY OF DUBUQUE I, the undersigned City Clerk, do hereby certify that the aforementioned City is organized and operating under the provisions of Title IX of the Code of Iowa and not under any special charter and that such City is operating under the Council -manager -ward form of government and that there is not pending or threatened any question or litigation whatsoever touching the incorporation of the City, the inclusion of any territory within its limits or the incumbency in office of any of the officials hereinafter named. And I do further certify that the following named parties are officials of the City as indicated: Brad Cavanagh Mayor Michael Van Milligen , City Manager Jennifer Larson Chief Financial Officer Adrienne Breitfelder City Clerk Jennifer Larson City Treasurer Danny S rp ank Council Member/Mayor Pro Tem Susan Farber Council Member Ric Jones Council Member David Resnick Council Member Laura Roussell Council Member Katy Wethal Council Member And I do further certify that the City has provided for the office of Treasurer, and the Council has selected the Treasurer. I further certify that the City established the Municipal Sanitary Sewer System (the "Utility"), and that the Utility has been in continuous operation by the City since its establishment as aforesaid in supplying sanitary sewer service to the City and its inhabitants. -6- DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA Dubuque/ 430411/1" %a - Sewer Rev (Phase IV — South Fork) 'I further certify that the management and control of the Utility are vested in the City Council of the City, and that no board of trustees exists which has any part of the control and management of such Utility. WITNESS MY HAND this ,�) day of ` (J O C , 2025. City Clerk -7- DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA Dubuque/4304ll/ls�'/z-Sewer Rev(Phase IV—South Fork) OUTSTANDING DEBT CERTIFICATE: STATE OF IOWA COUNTY OF DUBUQUE SS: CITY OF DUBUQUE I, the undersigned, City Clerk of the City of Dubuque, Iowa (the "City"), do hereby certify that the City has no bonds or other obligations of any kind now outstanding which are secured by and payable from the revenues derived from the operation of the Municipal Sanitary Sewer System (the "Utility"), except as follows: Principal Amount Date Type Outstandin� Maturity (Attach here a separate sheet listing any outstanding obligations of the City secured by and payable from the revenues of the Utility, eXcluding the proposed issue.) WITNESS MY HAND this day of , 2025. City Clerk -8- DORSEY&WffiTNEY LLP,ATTORNEYS,DES MOINES,IOWA Page 665 of 2490 Dubuque/4304ll/ls�'/z-Sewer Rev(Phase IV—South Fork) PUBLICATION CERTIFICATE: STATE OF IOWA COUNTY OF DUBUQUE SS: CITY OF DUBUQUE I, the undersigned, City Clerk of the City of Dubuque, Iowa, do hereby certify that pursuant to the resolution of its City Council fixing a date of ineeting at which it is proposed to take action to enter into a loan and disbursement agreement, the notice, of which the printed slip attached to the publisher's affidavit hereto attached is a true and complete copy, was published on the date and in the newspaper specified in such affidavit, which newspaper has a general circulation in the City. WITNESS MY HAND this day of , 2025. City Clerk (Attach here the publisher's original affidavit with clipping of the notice, as published.) -9- DORSEY&WffiTNEY LLP,ATTORNEYS,DES MOINES,IOWA Page 666 of 2490