HomeMy WebLinkAboutContracts & Agreements_121-2021June 28, 2021
Via E-Mail
pbarich@cityofredlands.org
Paul T Barich
Mayor
City of Redlands
35 Cajon Street
Redlands, CA 92373
Re City of Redlands — Lease Revenue Bonds
Dear Mr Barich
C
Orrick
Orrick, Herrington & Sutcliffe LLP
2050 Main Street
Suite 1100
Irvine, CA 92614-8255
+1 949 567 6700
orrick.com
Donald S Field
E dfield@orrick.com
D +1 949 852 7727
F +1 949 567 6710
On behalf of Orrick, Herrington & Sutcliffe LLP ("Orrick"), I would like to express our
appreciation for your choice of our firm to serve as bond counsel ("Bond Counsel") to the City of
Redlands (the "Issuer"), in connection with the proposed issuance of Lease Revenue Bonds (the
"Bonds") to finance (a) the acquisition of a building for purposes of relocating the City's Police and
Fire Departments' headquarters as well as City Hall, and (b) streetlight retrofitting (the "Project")
The purpose of this engagement letter and the attached Standard Terms of Engagement
(collectively, the "Agreement") is to confirm the terms and conditions upon which Omck will be
providing legal services to the Issuer We believe that a mutual understanding of these terms and
conditions at the outset is fundamental to establishing a good working relationship
Orrick's services as bond counsel to the Issuer in this transaction will consist of the Customary
Bond Counsel Services described in the Standard Terms of Engagement and the following
additional services to the Issuer (i) preparation of documents to be adopted or entered into by the
Issuer and a joint powers authority required for the issuance of the Bonds, including preparation of
the authorizing resolutions, the indenture, the ground lease, the lease agreement and the assignment
agreement (the "Major Legal Documents") and (ii) preparation of summaries of the Major Legal
Documents included in the official statement
In consideration of the services set forth above, the Issuer shall pay to Omck a fee of $45,000 This
fee is based upon the assumption that the Bonds will be issued as a single series of fixed rate bonds
on a single date, the scope of services will be limited and conform to the description thereof
contained in this Agreement, the transaction will not have an extraordinary number of
problems/issues, including with respect to the tax due diligence related to the underlying capital
projects or real estate matters in connection with the transaction, the parties will work to minimize
the number of meetings, conference calls and document distributions, the purposes of the financing
and the structure of the transaction will not materially change after preparation of the documents has
commenced, and the Bonds will be issued not later than eighteen months of the date hereof If any
4123 3987 6400 1
orrick
Paul T Barich
June 28, 2021
Page 2
of these assumptions are incorrect, or if any unusual or unforeseen circumstances arise, and
occasions substantial additional work or responsibility on the part of Orrick, Orrick will be entitled
to seek additional compensation in such amount as the Issuer and Orrick shall mutually agree to be
appropriate
In addition to the fees provided above, Orrick shall be paid a fixed amount of $2,000 to cover costs
and expenses (direct and indirect) incurred in connection with the services rendered as set forth
herein, mcluding (without limitation) document reproduction and delivery, travel, long distance
telephone, telecopy, word processing, computer research, secretarial overtime and other similar
expenses, provided that legal publication charges and printing expenses shall be the responsibility of
the Issuer
Orrick's fees (together with expenses) shall be contingent and payable upon the issuance of the
Bonds
Invoices shall be payable by the Issuer upon issuance of the Bonds if payable from Bond proceeds
and otherwise within 30 days of receipt The obligation to pay our invoices is solely the Issuer's
and is not contingent upon any nght of the Issuer may have for reimbursement, indemnification or
insurance, or the Issuer's receipt of any other form of payment the Issuer may claim or expect to
receive from some other party
This engagement letter and the attached Standard Terms of Engagement represent the entire
understanding and agreement between the Issuer and Orrick with respect to the subject matter
referred to herein The Issuer acknowledges that this engagement letter and the attached Standard
Terms of Engagement have been carefully reviewed and their content understood and that the Issuer
agrees to be bound by all of the terms and conditions and represents that the person signing below
has been authorized to do so on behalf of the Issuer Furthermore, the Issuer acknowledges that
Orrick has made no representations or guarantees to the Issuer regarding the successful issuance of
the Bonds, the tax status of interest on the Bonds or the time necessary to complete the issuance of
the Bonds
Nothing m the Agreement or in any of the documents contemplated hereby, expressed or implied, is
intended or shall be construed to give any person other than the Issuer and Orrick any legal or
equitable right or claim under or in respect of the Agreement or with respect to services
contemplated hereby, and the Agreement shall inure to the sole and exclusive benefit of the Issuer
and Orrick
The provisions of this engagement letter may only be amended in writing and signed by both
parties
4123 3987 6400 1
Orrick
Paul T Barich
June 28, 2021
Page 3
The Agreement will take effect upon execution of this engagement letter, but its effective date will
be retroactive to the date Orrick first performed services This engagement letter may be executed
in counterparts, and an electronically transmitted signature shall be deemed to be the legal
equivalent of an original signature
If you have any questions, please feel free to contact the undersigned If the foregoing, together
with the attached Standard Terms of Engagement, is satisfactory, please sign and return a copy of
this letter to me We look forward to working with you and to a successful completion of this
transaction
Very truly yours,
Orrick, Herrington & Sutcliffe LLP
Donald S Field
ACKNOWLEDGED AND AGREED TO
CI . ' OF RED , NDS
By
Paul T Barich - Mayor
TEST ig24.44.4x)
can Donaldson City Clerk
4123 3987 6400.1
STANDARD TERMS OF ENGAGEMENT
Except as modified in writing by the engagement letter accompanying these Standard
Terms of Engagement (the "Engagement Letter") or in another agreement signed by Issuer (as
defined in the Engagement Letter) and Orrick, Herrington & Sutcliffe LLP ("Orrick") the
following provisions shall apply to the relationship between Orrick and Issuer
1. Issuer
Orrick's engagement is only on behalf of Issuer In performing the services set forth in the
Engagement Letter, Orrick will act as special counsel to Issuer with respect to issuance of the
Bonds, Orrick will assist Issuer's counsel in representing Issuer with respect to the Bonds in a
manner consistent with Orrick's role set forth in the Engagement Letter Orrick's representation
of Issuer does not encompass any governing board member, officer or employee of Issuer, any
agency, department or office part of or affiliated with Issuer; or any other person or entity affiliated
with Issuer If any of these persons or entities require the services of counsel in connection with
the Bonds, Orrick would be pleased to discuss whether Orrick might be able to represent any of
them, but any such representation would need its own engagement letter, and would depend on
Orrick's review and disclosure to all concerned of any conflicts of interest that may arise in
connection with any such concurrent representation, and on appropriate consents being obtained
from Issuer and from those seeking such additional representation.
2. Scope of Engagement
The scope of Orrick's representation of Issuer is limited to the specific services identified
in the Engagement Letter and such additional matters as Issuer and Orrick may in their mutual
discretion agree to in writing from time to time (collectively, the "Matter") In each case, Orrick's
agreement to any expansion of the scope of its representation of Issuer will be subject, among other
things, to such additional conflict checks, waivers, approvals and other arrangements as Orrick
may in its professional judgment deem necessary or appropriate in the circumstances and may be
conditioned upon such fee adjustments or retainers as Orrick may require Except as otherwise
expressly provided in any written engagement letter (or a written amendment of a prior
engagement letter) between Orrick and Issuer entered into in connection with such expansion of
the scope of Orrick's representation, the agreement reflected in these Standard Terms of
Engagement and in the Engagement Letter applies to Orrick's current representation of Issuer and,
to the fullest extent practicable, to any subsequent matters that Orrick agrees to undertake on
Issuer's behalf. Orrick's services will not extend to other business or legal affairs of Issuer or to
any other aspect of Issuer's activities. Orrick's receipt or use of confidential or other information
from Issuer or others in the course of the representation described in the Engagement Letter does
not mean that Orrick will render any advice or services other than those described in the
Engagement Letter
The parties agree that Orrick is not acting in a staff capacity or otherwise assuming the
responsibilities for any public official currently designated in Issuer's conflict of interest code
March 2021
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The parties also agree that Orrick is not being retained to, has no duty to, and will not, advise
Issuer or otherwise be involved in Issuer's decisions as to (a) whether Issuer should issue the
Bonds, (b) the principal amount, interest rate or other pricing terms of the Bonds, (c) what
project(s) is/are to be financed or refinanced through the issuance of the Bonds (the "Project"), (d)
whether Issuer should enter into contracts related to the possible issuance of the Bonds or (e) the
financial terms to be included in the Bonds and/or any such contracts (collectively, the
"Governmental Decisions") Instead, Orrick is being retained to advise and to render opinions as
to the validity of or other legal matters respecting the issuance or sale of the Bonds Issuer
determines to issue and certain contracts Issuer determines to enter into in connection with the
Bonds, as set forth in the Engagement Letter Issuer also agrees that Orrick is not being retained,
and has no duty, to provide financial advice of any kind to Issuer in connection with the foregoing.
Issuer, through its governing board, staff and independent legal counsel, will be exercising its
independent judgment regarding the Governmental Decisions. Issuer acknowledges that Orrick
has not been involved with the preliminary discussions, evaluation, planning, drawing of plans and
specifications and solicitation of bids related to the Project.
Customary Bond Counsel Services
When Orrick's role is Bond Counsel to Issuer, Orrick shall perform the following legal
services to Issuer
(1) Analysis of eligibility of the Project under state law and for interest on the Bonds
to excluded from gross income for federal income tax purposes.
(2) Consultation with representatives of Issuer, Issuer's counsel, and any financial
advisor or underwriters, and others, with respect to the timing, terms, and legal structure of the
proposed Bonds.
(3) Preparation of the resolution of the governing board of Issuer approving the
issuance and sale of the Bonds and the documents to be adopted or entered into by Issuer required
for the issuance of the Bonds, including the bond resolution or the indenture of trust or trust
agreement between Issuer and a trustee (or, if applicable, the supplement to an existing bond
resolution, indenture or trust agreement) (the "Major Legal Documents")
(4) If the Bonds are to be sold through a competitive sale, preparation of the official
notice of sale and the notice of intention to sell.
(5) In the case of a refunding, preparation of the refunding escrow agreement.
(6) Preparation of summaries of the Major Legal Documents included in the official
statement for the Bonds (the "Official Statement")
(7) Participation in such meetings of Issuer and working group meetings or conference
calls as Issuer may request.
(8) Preparation of final closing papers to be executed by Issuer required to effect
delivery of the Bonds (including the Tax Agreement)
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(9) Rendering of Orrick's customary form of final legal opinion to Issuer on the validity
of the Bonds and the tax-exempt status of interest thereon, and, if required by the underwriters of
the Bonds, Orrick's customary form of supplemental opinion to the underwriters on the accuracy
of summaries contained in the Official Statement of the Major Legal Documents and the tax
portion of said final legal opinion and certain other matters and, in the case of a refunding, Orrick's
customary form of defeasance opinion.
(10) Providing, in electronic form, closing transcripts.
Limitations
Bond Counsel services are limited to those specifically set forth above. For example, Bond
Counsel services do not include representation of Issuer or any other party in any litigation or other
legal or administrative proceeding, audit or investigation involving the Bonds or any use or
investment of the proceeds thereof, or any related matter Additionally, Bond Counsel services do
not include any responsibility for the preparation or content of any Official Statement or other
disclosure document or presentation (other than preparation of a summary of the Major Legal
Documents and of the portion of the opinion to be rendered by Bond Counsel concerning certain
tax matters) or any rating agency or investor presentation or the preparation of any credit
enhancement agreement, investment agreement or swap agreement. Bond Counsel services also
do not include any responsibility for compliance with any federal or state securities laws,
environmental, land use, procurement, real estate, construction, insurance or (except as required
for tax exemption of the Bonds) tax laws or for title to, recording, filing or perfection or
continuation of any liens or security interests in real or personal property It is not the role or
responsibility of Bond Counsel to assure that the interests of any parties other than Issuer are
addressed or that any conditions to closing the transaction, other than as necessary in Bond
Counsel's judgment to render the legal opinions delivered by Bond Counsel, have been satisfied
or addressed. Neither Bond Counsel's role in the Bond closing nor Bond Counsel's provision of
closing transcripts shall imply the completeness or adequacy of any items included in the closing
transcript for any purpose other than as expressly addressed in the legal opinions delivered by
Bond Counsel. Bond Counsel services are limited to legal advice and do not include any financial
advice or analysis, including advice concerning whether or not to issue the Bonds, or adopt any
Bond related resolutions or enter into any Bond related agreements. Bond Counsel services do not
extend past the date of issuance of the Bonds and do not, for example, include services related to
rebate or other post -issuance tax compliance, continuing disclosure, amendments to any of the
Bond related documents, post -issuance investments, interest rate swaps or management contracts
entered into after the date of issuance of the Bonds, or redemption or defeasance of the Bonds.
Any involvement by Bond Counsel in any of the matters referred to in this paragraph shall not
constitute a waiver of any of the foregoing limitations on Bond Counsel's responsibilities unless
otherwise agreed to in writing.
Customary Disclosure Counsel Services
When Orrick's role is Disclosure Counsel to Issuer, Orrick shall perform the following
legal services to Issuer•
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(1) Assistance in preparing a preliminary official statement (the "Preliminary Official
Statement") and a final official statement (the "Official Statement") for the Bonds Such assistance
will consist of participation in conferences with the Issuer, the underwriters of the Bonds (the
"Underwriters"), their respective counsel, Issuer's financial advisor and other relevant participants,
assistance in the preparation of information about the Bonds, Issuer and other material information
and assistance in coordinating posting, printing or reproduction of the Preliminary Official
Statement and the Official Statement, the cost of which shall be the responsibility of Issuer
(2) Rendering, in Orrick's customary form, addressed only to the Underwriters, of a
so-called "10b-5 letter" (subject to customary limitations and exclusions)
Unless Orrick is also bond counsel, Issuer will rely upon, and Orrick will assume the
accuracy of, the opinion of bond counsel with respect to the validity of the Bonds and the Bond
documents, the federal and state tax-exempt status of interest on the Bonds, exemption from
registration of the Bonds under applicable securities laws, and other matters customarily covered
by opinions of bond counsel and counsel to other parties, and Orrick will not undertake any
independent consideration thereof or have any other responsibility therefor Bond counsel will
also be responsible for preparing summaries of legal documents for inclusion in the Preliminary
Official Statement and the Official Statement and giving an opinion as to the accuracy of the
summaries of the legal documents and the Bonds and of Orrick's tax opinion contained in the
Official Statement.
In performing Disclosure Counsel services, in addition to relying on the opinions described
above, Orrick will be entitled to rely on the accuracy and completeness of information provided
and certifications made by Issuer, the financial advisor, consultants, accountants, the underwriters,
various counsel and other parties, without independent investigation or verification. While Orrick
will undertake certain activities in order to provide the negative conclusion that constitutes the so-
called "10b-5 letter", such activities are inherently limited in character and in scope They cannot
and will not encompass all of the activities an underwriter may be required to undertake in order
to establish a due diligence or reasonable investigation defense (if available), and the securities
laws do not permit an underwriter to delegate completely duties of due diligence or reasonable
investigation it may have to counsel.
Limitations
Disclosure Counsel services will be limited to those specifically set forth above and, for
example, will not include other services, including but not limited to matters relating to the mode
or manner of dissemination of the official statement, the accuracy of any printing or posting of the
official statement, registration or qualification of the Bonds under federal or state securities laws,
derivative products, regulatory matters (such as compliance with FINRA or MSRB rules or other
broker -dealer regulations) or independent investigation of prior compliance with continuing
disclosure undertakings, and will not include preparation or review of any rating agency or investor
presentation or representation in any litigation or other legal or administrative proceeding, audit or
investigation involving the Official Statement, the Bonds, the Project or any related matter
Disclosure Counsel services do not include any financial advice or analysis. Disclosure Counsel
services are limited to legal advice and do not extend past the date of issuance of the Bonds and
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do not, for example, include services related to any post -issuance amendment of or supplement to
the Official Statement or to any continuing disclosure Any involvement by Disclosure Counsel
in any of the matters referred to in this paragraph shall not constitute a waiver of any of the
foregoing limitations on Disclosure Counsel's responsibilities unless otherwise agreed to in
writing
3 Costs and Expenses
Unless otherwise provided in the Engagement Letter, Issuer will pay Orrick for costs and
expenses (direct and indirect) incurred in connection with the services set forth in the Engagement
Letter, including (without limitation) filing and publication, document reproduction and delivery,
travel, long distance telephone, telecopy, word processing, computer research, secretarial
overtime, closing transcript and other similar expenses Indirect costs, such as word processing,
document reproduction and transcript costs, shall be payable at Orrick's standard cost recovery
rates from time to time in effect
Any filing, publication or printing costs required in connection with the Bonds shall be
paid directly by the Issuer, but if paid by Orrick on behalf of Issuer, Issuer shall reimburse Orrick
for such costs upon demand
If any claim or action is brought against Orrick or any of its personnel which alleges
negligence or wrongdoing of Issuer, or if Orrick or any current or former attorney or employee of
Orrick is asked or required by a third party to testify or produce documents as a result of Orrick's
representation of Issuer, Issuer agrees to pay Orrick for any resulting costs or expenses, including
Orrick's time, even if Orrick's representation of Issuer has ended This paragraph is not intended
to apply to any claim brought by or on behalf of Issuer alleging wrongdoing by Orrick
4 Waiver of Conflicts of Interest
Orrick's agreement to represent Issuer in connection with the Matter is conditioned upon
the understanding that Orrick is free to represent any clients (including entities that may be adverse
to the Issuer) and to take positions adverse to either Issuer or an affiliate in any matters (whether
involving the same substantive area(s) of law for which Issuer has retained Orrick or some other
unrelated area(s), and whether involving business transactions, patent prosecution and patent
validity and infringement opinion work, counseling, litigation or otherwise) Orrick agrees,
however, to not represent any party other than Issuer in connection with the Bond financing prior
to the date of termination determined in accordance with Paragraph 9 hereof without the consent
of Issuer In this connection, Issuer should be aware that Orrick regularly provides legal services
for many private and public entities in connection with a wide variety of matters (A summary of
Orrick's current practice areas and the principal industries in which Orrick represents clients can
be found on Orrick's web site at www.ornck.com) For example, Orrick has represented, is
representing or may in the future represent other public entities, underwriters, trustees, rating
agencies, insurers, credit enhancement providers, lenders, borrowers, developers, contractors,
suppliers, financial and other consultants/advisors, accountants, investment and swap
providers/brokers, providers/brokers of derivative products and others who may have a role or
interest in the Bond financing or the Project or that may be involved with or adverse to Issuer In
addition, Orrick's wholly -owned subsidiary BLX Group LLC may provide financial advisory
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services, including arbitrage rebate compliance and other post -issuance compliance services, to
other parties involved in the Bond financing and Orrick may provide legal advice to such other
parties in connection with such BLX Group LLC services. Orrick will, of course, hold in
confidence Issuer's secrets and confidences. Similarly, Issuer understands that while Orrick may
obtain confidential information from other clients that may be of interest to Issuer, Orrick cannot
share such information with Issuer Issuer acknowledges that it has had the opportunity to consult
with its counsel about the consequences of the waiver set forth in this paragraph. Issuer consents
to these other representations, agrees that it will not seek to disqualify Orrick from any such present
or future representations, and waives any actual or potential conflict of interest that might arise or
be deemed to arise, now or in the future, from this engagement of Orrick in the Matter and any
past, current or future representations.
5. Internal Communications
The occasion might arise for Orrick, at Orrick's own expense, to consult regarding the
Matter or this engagement with its own counsel (e g., Orrick's General Counsel, other firm
lawyers working with Orrick's General Counsel who do not perform work for Issuer in connection
with the services provided pursuant to this Engagement Agreement, or Orrick's own outside
counsel) To the extent that Orrick is addressing its own rights or responsibilities, a conflict of
interest might be deemed to exist between Orrick and Issuer as to such consultation or resulting
communications, particularly if a dispute were ever to arise between Orrick and Issuer regarding
the Matter A condition of this engagement is that Issuer hereby consents to such consultation
occurring, and waives any claim of conflict of interest based on such consultation or resulting
communications that could otherwise disqualify Orrick from continuing to represent Issuer or from
acting in Orrick's own behalf, even if such consultation or communications might be deemed
adverse to the interests of Issuer Issuer acknowledges and agrees that any such consulting and
communications are protected from disclosure to Issuer by Orrick's own attorney -client privilege
6. Responsibilities of Orrick and Issuer
Issuer shall have and will rely on Issuer's elected, appointed or retained chief legal officer
or on outside counsel (other than Orrick) ("Issuer Counsel") to render day-to-day and ongoing
general legal services and to advise Issuer with respect to all Governmental Decisions Orrick
shall circulate documents to and coordinate its services with Issuer Counsel to the extent requested
by Issuer or Issuer Counsel. Orrick shall be entitled to assume that Issuer Counsel has reviewed
all documents and matters submitted to Issuer for adoption or approval or to officers of Issuer for
execution prior to such adoption, approval or execution.
In rendering opinions and performing legal services, Orrick shall be entitled to rely on the
accuracy and completeness of information provided and certifications made by, and opinions
provided by counsel to, Issuer and other parties, counsel and consultants, without independent
investigation or verification. Knowledge of attorneys and non -attorneys at Orrick not working
directly on the Matter will not be imputed to Orrick nor shall there be any duty on Orrick's part to
make any inquiry of such other attorneys or non -attorneys.
Orrick will provide to Issuer legal counsel and assistance in accordance with the
Engagement Letter and this Standard Terms of Engagement. Issuer will not look to or rely upon
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Orrick for any investment, accounting, financial or other non -legal advice or for any advice with
respect to Governmental Decisions, including without limitation any advice regarding the
character or credit of any person with whom Issuer may be dealing. Although Orrick will at times
communicate with Issuer by e-mail, letter, or other written form, Orrick may provide much of its
counsel and assistance in telephone conversations and meetings with Issuer In addition, Orrick
shall have the right, subject to applicable rules of professional responsibility, to discard any files
or other materials relating to the Matter either before or after termination of Orrick's representation
of Issuer
For Orrick to represent Issuer effectively, Orrick needs Issuer to provide Orrick with
complete and candid information regarding matters relating to the Bonds and the Project, and, if
Orrick is providing Disclosure Counsel Services, regarding financial, operating and other
information material to prospective investors in the Bonds, to keep Orrick informed of relevant
developments, to make decisions necessary for Orrick to fulfill its responsibilities with respect to
the Bonds and otherwise to provide to Orrick Issuer's reasonable assistance and cooperation.
Orrick shall maintain errors and omissions insurance coverage applicable to the services to
be rendered pursuant to the Engagement Letter
The Engagement Letter and these Standard Terms and Conditions shall not be the basis of
any breach of contract claim that would have the effect of extending any statute of limitations
pertaining to legal malpractice to the statute of limitations pertaining to breach of contract.
Orrick will not be responsible for any services performed by, or acts or omissions of, any
co -counsel or other transaction participant.
7 Client Files (Cloud Storage, Retention and Disposition)
Orrick recognizes that cloud computing services offer valuable tools to its clients and has
entered into arrangements with certain providers of those services to host, process, and analyze
data, including client data. Orrick's primary Data Management System is cloud based in all
permissible jurisdictions
Unless otherwise required by outside counsel guidelines or specific client instruction,
Orrick will retain all hardcopy and electronic records for a period of years consistent with Orrick's
internal records retention policy When that time expires, Orrick's policy is to destroy all records
related to the Matter in a manner that preserves confidentiality Orrick will use its best efforts to
contact Issuer, using the most up to date contact information in Orrick's possession, 60 days prior
to the destruction of any of Issuer's records, so that Issuer may provide alternate retention
instructions as necessary Issuer understands and agrees that records related to the Matter will be
destroyed in the absence of such alternate instruction or if Orrick is unable to establish contact
with Issuer If Issuer has a records retention policy in place with which outside counsel will need
to comply, Issuer shall advise Orrick so that Orrick may so inform its records department.
Issuer understands that "materials" include paper files as well as information in other forms
of storage, including voicemail, e-mail, printer files, electronic document files, facsimiles,
dictation recordings, video files, and other formats. Orrick reserves the right, at Orrick's expense,
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to make copies of documents generated or received by Orrick in the course of Orrick's
representation of Issuer When Issuer requests copies of documents from Orrick, copies that
Orrick generates will be made at Issuer's expense Orrick will maintain the confidentiality of all
documents throughout this process.
Orrick's own files pertaining to the Matter will be retained by Orrick (as opposed to being
sent to Issuer) or destroyed. These files include, for example, internal communications, firm
administrative records, time and expense reports, personnel and staffing materials, and credit and
account records. For various reasons, including the minimization of unnecessary storage expenses,
Orrick reserves the right to destroy or otherwise dispose of any of Orrick's own files within a
reasonable time after Orrick's engagement pertaining to the Matter has concluded.
Orrick will not retain, use, or disclose the personal information we receive in connection
with our representation of Issuer for any (i) purpose other than for the specific purpose of our
representing Issuer and for our performance under the Engagement Letter, or as otherwise
permitted by applicable privacy laws, or (ii) other commercial purpose unless otherwise required
or permitted by outside counsel guidelines or specific Issuer instruction.
8. Use of Artificial Intelligence Tools and Machine Learning
Orrick strives to maximize the benefits that innovative tools and approaches can provide
for Issuer Orrick recognizes that cloud -based tools that use artificial intelligence or machine
learning can be used to improve the efficacy and accuracy of legal services. Use of artificial
intelligence and machine learning tools can also help to reduce the cost of providing legal services
Orrick has entered into arrangements with certain providers of artificial intelligence and machine
learning tools to host, process, and analyze data, including client data, and, depending on the nature
of the matter, will assess whether the use of such tools would benefit Issuer Like online services
or platforms, such tools are not immune from security or quality compromises, but all are subject
to Orrick's cyber security vendor risk management program. Additionally, artificial intelligence
or machine learning tools may not be configured to the precise parameters of the required work,
as many have pre -built machine learning models that vary as the tool ingests data. Orrick may use
data gathered by using these tools to improve budgeting, precedent libraries, template documents,
and other data sets to improve client service Data that is processed into artificial intelligence tools
may also be used to improve machine learning algorithms at Orrick or in the tools of third -party
vendors. If Issuer hereby consents to the use of cloud -based artificial intelligence or machine
learning tools unless Issuer has advised Orrick not to do so
9 Termination
Issuer may terminate Orrick's representation of Issuer at any time, with or without cause
Orrick may terminate its representation of Issuer at any time, with or without cause, subject to
applicable rules of professional responsibility, including if, among other things, Issuer fails to
cooperate or follow Orrick's advice on a material matter, or any fact or circumstance arises that,
in Orrick's view, renders Orrick's continuing representation unlawful or unethical. Orrick may
terminate or suspend its representation of Issuer, subject to applicable rules of professional
responsibility, if the Issuer fails to make timely payment on any invoice In the event of
termination by either Issuer or Orrick, Issuer shall pay Orrick fees and costs for work performed
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prior to termination and Orrick will have no responsibility or liability whatsoever for any
subsequent use of documents prepared or advice provided by Orrick prior to termination. Issuer
acknowledges that it has had an opportunity to consult with its counsel about the consequences of
Orrick's disclaimer of responsibility and liability herein.
10. Date of Termination
Orrick's representation of Issuer will be considered terminated at the earliest of (i) Issuer's
termination of the representation, (ii) Orrick's withdrawal from the representation, (iii) the
substantial completion of Orrick's substantive work for Issuer; (iv) the issuance of the Bonds, or
(vi) the Issuer's abandonment of the Bond financing.
11. Arbitration Right — Applicable to Engagements Governed by New York law
Please note that in the event that a dispute arises relating to Orrick's fees, Issuer may have
the right to arbitration of the dispute pursuant to Part 137 of the Rules of the Chief Administrator
of the Courts, a copy of which will be provided to Issuer upon Issuer's request.
12. Disclosure for Promotional Purposes
Except as Issuer may otherwise inform Orrick, and subject to any confidentiality
arrangements or agreements of which Orrick is made aware between Issuer and any other party
with respect to the Matter, Issuer agrees that Orrick may include, in a list of transactions and
litigations which Orrick uses for promotional (including press releases and social media posting)
and internal purposes, a summary description of publicly disclosed aspects of the Matter
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