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JONES HALL
City of Pleasanton
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JONES HALL
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Last modified
3/18/2024 8:52:26 AM
Creation date
3/18/2024 8:52:14 AM
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CONTRACTS
Description Type
Professional Services
Contract Type
New
NAME
JONES HALL
Contract Record Series
704-05
Munis Contract #
2024473
Contract Expiration
1/31/2027
NOTES
BOND AND DISCLOSURE COUNSEL0131
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DocuSign Envelope ID:9D75147C-A6EF-4E54-94F5-57200035C54F <br /> JONES HALL <br /> eyes and ears on each transaction — thereby ensuring the highest level of experience and <br /> responsiveness to the City. More details on this team are set forth above. <br /> Firm Rankings. In calendar year 2022 Jones Hall was the 2nd-ranked bond counsel <br /> and 2nd-ranked disclosure counsel firm (based on number of issues) in California, according to <br /> Refinitive, an LSEG Business, formerly Thomson Financial. The Refinitiv statistics for the last <br /> two years for which statistics are available are shown below. <br /> 2022 <br /> Refinitive Statistics <br /> Number of Approx. Par <br /> Jones Hall Role Rank issues Amount <br /> Bond Counsel 2 141 3.34 billion <br /> Disclosure Counsel 2 80 1.78 billion <br /> 2021 <br /> Refinitiv Statistics <br /> Number of Approx. Par <br /> Jones Hall Role Rank issues Amount <br /> Bond Counsel 3 199 6.50 billion <br /> Disclosure Counsel 3 116 3.57 billion <br /> Familiarity and Experience with Particular Types of Financings. Jones Hall closes <br /> hundreds of deals each year for its clients. A high-level description of these financings follows. <br /> • Water and Sewer Revenue Bonds/Enterprise Financings. Since January <br /> 2013, Jones Hall has served as bond/co-bond counsel and/or disclosure <br /> counsel on more than 350 revenue bond issues and enterprise financings. <br /> The vast majority of these transactions were for water or wastewater systems. <br /> In 2021, Mr. Wawrzyniak and Mr. Fama assisted the City of San Leandro on <br /> its private placement financing for water and sewer improvements. <br /> • General Obligation Bonds. Since January 2013, Jones Hall has served as <br /> bond/co-bond counsel and/or disclosure counsel on over 1,400 general <br /> obligation bond issues. Although many of these are for school districts, Mr. <br /> Wawrzyniak and Mr. Fama recently worked with the City of Piedmont on its <br /> successful General Obligation Bond. <br /> • Certificates of Participation/Lease Revenue Bonds. Since January 2013, <br /> Jones Hall has served as bond/co-bond counsel on over 400 certificate of <br /> participation or lease revenue bond financings. In December 2023, Mr. <br /> Wawrzyniak and Mr. Fama closed a lease revenue bond financing for an <br /> aquatic center for the City of Alameda. <br /> • Mello-Roos Bonds. Since January 2013, Jones Hall has served as bond/co- <br /> bond counsel and/or disclosure counsel on more than 500 Mello-Roos bond <br /> 2 <br />
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