HomeMy WebLinkAbout08-27-02 TSHA Min MINUTES AND CERTIFICATION
On August 27, 2002,the Board of Directors (the "Board") of the Texas Student
Housing Authority convened in a public meeting at the designated meeting place in
Westlake, Texas. The roll of the duly constituted officers and members of the Board was
called, which are as follows:
Name Title
James P. Carter President.
Worth Blake Vice President
Annette Bush Treasurer
Dr. Forrest Watson Member
Becky Rogers Member
Dr. John Brooks Member
Mike Farhat Member
All of whom were present except Mr. Farhat and Dr. Watson. Also present were: Mr.
Larry Williamson, Mr. Bill Moon, Mr. Allen Moon, Mr. Scott Bradley, Ms. Mary
Midgette, Mr. Trent Petty and Ms. Ginger Crosswy.
President Carter called the meeting to order at 7:17 p.m. and convened into
executive session. The Board reconvened into open session at 7:38 p.m.
There was a motion by Mr. Blake, seconded by President Carter, to adopt a
resolution directing the publication of notice of intention to issue bonds and resolving
related matters. There was no discussion and the motion carried unanimously.
There was a motion by President Carter, seconded by Mr. Blake, to approve the
minutes of the meetings held on July 23, 2002, and July 30,2002, as presented. There
was no discussion and the motion carried unanimously.
The update on payments made to all consultants was waived, as it was given at the
meeting of the Texas Students Housing Corp.
There was a motion by Ms. Bush, seconded by Dr. Brooks,to adopt a resolution
authorizing the acquisition and management of a student housing project, including
related facilities, located in Austin, Texas, authorizing the execution and delivery of the
documents appropriate to effect the acquisition, construction and management of the
project, and resolving related matters. There was no discussion and the motion carried
unanimously.
There was a brief discussion on matters relating to the project located in Lubbock,
Texas, but no action was taken.
Mr. Petty gave his report on the financial situation on Jefferson Commons at the
Ballpark. He then asked the Board to authorize the payment to JPI. There was a motion
made by Ms. Bush, seconded by Mr. Blake, to authorize President Carter to sign the
certificate to pay JPI not to exceed $200,000.00. There was no discussion and the motion
carried unanimously.
There was a motion by Ms. Bush, seconded by Ms. Rogers, to pay a bill to Whitley
Penn in the amount of$657.00. There was no discussion and the motion carried
unanimously.
Mr. Williamson told the Board the Fairfield project in College Station would be
ready for the Board's review soon.
There being no further business the meeting was adjourned at 7:49 p.m.
MINUTES APPROVED AND CERTIFIED TO BE TRUE AND CORRECT and
to correctly reflect the duly constituted officers and members of the Board, and is hereby
certified to be a correct copy of an official copy thereof, on file among the official records
of the Board, on this the 24'h day of September, 2002.
ATTEST: CmesCarter, Pre ' a t
inge- rosswy, Secretary
MINUTES AND CERTIFICATION
On August 27, 2002, the Board of Directors(the "Board") of the Texas Student Housing Authority
(the "TSHA") convened in a public meeting at the designated meeting place in Westlake, Texas. The roll
of duly constituted officers and members of the Board was called and are as follows:
Name Title Absent
James P. Carter President
Worth Blake Vice President
Annette Bush Treasurer
Dr. John Brooks Member
Dr. Forrest Watson Member XX
Mike Farhat Member XX
Becky Rogers Member
all of whom were present except those indicated above as being absent, thus constituting a quorum.
Among other things, the Board considered the written resolution as follows:
A Resolution by the Board of Directors of the Texas Student Housing Authority Directing the
Publication of Notice of Intention to Issue Bonds and Resolving Related Matters
The Resolution was read by the Board.
After due consideration, it was duly moved and seconded that the Resolution be adopted. The
Presiding Officer put the motion to a vote of the Board, and the Resolution was adopted by the following
vote:
AYES: 5
NOES: 0
ABSTENTIONS: 0
The Presiding Officer then declared the Resolution adopted.
The persons named herein are the duly chosen, qualified, and acting officers and members of the
Board as indicated herein.
Each of the officers and members of the Board was duly and sufficiently notified officially and
personally, in advance, of the time, place, and purpose of the aforesaid meeting and that the resolution
would be introduced and considered for adoption at the meeting.
The meeting was open to the public, and public notice of the time, place, and purpose of the
meeting was given all as required by Chapter 551 of the Texas Government Code.
Min utes.Noticeodintent.Resolution—Page I
TAM.v 1.8/21/2002
MINUTES APPROVED AND CERTIFIED TO BE CORRECT and to correctly reflect the duly
constituted members of the Board of the TSHA, and the attached copy of the Resolution is hereby certified
to be a correct copy of an official copy thereof on file among the official records of the TSHA and such
resolution has not been amended and is in full force and effect on this August 27, 2002.
By;
Name: Uinghf Crosswy
Title: Secretary
[SEAL]
Minutes.NoticeoflnterntResolution—Page 2
TAM.v l V21/2002
A RESOLUTION BY THE BOARD OF DIRECTORS OF THE TEXAS STUDENT HOUSING
AUTHORITY DIRECTING THE PUBLICATION OF NOTICE OF INTENTION TO ISSUE
BONDS AND RESOLVING RELATED MATTERS
WHEREAS, the Board of Directors (the "Board") of the Texas Student Housing Authority (the
"TSHA") deems it advisable to give notice of intention to issue bonds;
WHEREAS, the meeting at which this Resolution has been considered was open to the public as
required by law,and public notice of the time,place,and subject of the meeting has been given as required by
Chapter 551 of the Texas Government Code;
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE TEXAS
STUDENT HOUSING AUTHORITY, AS FOLLOWS:
Section 1. Form of Notice.
Attached hereto is a form of the Notice of Intention to Issue Bonds (the "Notice"), the form and
substance of which are hereby adopted and approved. The form of the Notice may be Modified to comply with
legal requirements pertaining to the issuance of bonds.
Section 2. Publication of Notice.
The Notice shall be published,in substantially the same form attached hereto in a newspaper of general
_ circulation, as defined in Section 2051.044, Government Code, in the area of the TSHA and the Town of
Westlake, Texas, once a week for two consecutive weeks, the date of the first publication thereof to be the
fourteenth day before the date tentatively set for adoption of the resolution authorizing the issuance of the
bonds.
Minutes.Notiecoflntent.Resolution—Page 3
TAM.v i.8/21/2002
NOTICE OF INTENTION TO ISSUE BONDS
NOTICE IS HEREBY GIVEN that the Board of Directors of the Texas Student Housing Authority(he
"TSHA"),in a meeting to be held on or after September 12,2002, in the Town of Westlake,Texas,tentatively
proposes to authorize the issuance of revenue bonds, in the maximum principal amount not exceeding
$40,000,000 and with a maturity not exceeding 35 years,for the purpose of acquiring and equipping a student
housing facility(the"Project"). The TSHA proposes to secure the bonds by granting a mortgage in and pledge
of the revenues of the Project. The TSHA does not have taxing authority.
Minutes.Noticeoflntent.Resolution—Page 4
TAM.v l.812112002
(3) certify as to the accuracy of any information about the TSHA that is contained in the Transaction
Documents.
SECTION 9. Limited Obligations.
The obligations of the TSHA to pay the Purchase Price of the Project shall be limited obligations of the
TSHA payable solely from the revenues, funds, and assets pledged under the Transaction Documents to secure
payment thereof and under no circumstances shall the be payable from any other revenues,funds,assets, or income
of the TSHA.
SECTION 10. Obligations of TSHA Only.
The obligations of the TSHA under the Transaction Documents shall not constitute an indebtedness, Iiabilit_°,
general,special,or moral obligation or a pledge or loan of the faith and credit or taxing power, within the meaning of
any constitutional or statutory provision whatsoever,of the United States of America or any agency or instrumental it}
thereof,the State of Texas, the Town of Westlake, or any other political subdivision or governmental unit.
SECTION 11. Power to Revise Form of Transaction Documents.
Notwithstanding any other provision of this Resolution,the President or Vice President of the TSHA are each
authorized to make or approve such revisions in the form of documents attached hereto as exhibits as, in the opin ion
of the General Counsel and Finance Counsel, may be necessary or convenient to carry out the purposes of this
Resolution; and the approval of such changes shall be conclusively established by such officers' execution of the
documents.
SECTION 12. Compliance with IRS Information Filing Requirements.
The Board directs that an officer of the TSHA submit to the Secretary of the Treasury,not later than the 151h
day rafter the second calendar month afterthe close of the calendar quarter in which the Bonds are issued,a statement
containing the information required by Section 149(e) of the Internal Revenue Code of 1986, as amended.
SECTION 13. Effective Date of Resolution.
This Resolution shall take effect immediately upon its adoption.
EXECUTION PAGE TO FOLLOW
5:
AUTHORIZING RESOLUTION
TAM.8.22.2002
PASSED AND APPROVED BY TEXAS STUDENT HQUSINQ. THORITYst ' u ust 27, 2002,
a James P. Car
President
[SEAL]
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AUTHORIZING RESOLUTION
TAM.8.22.2002
MINUTES AND CERTIFICATION
On August 27, 2002, the Board of Directors (the "Board") of the Texas Student Housing Authority (the
"TSHA") convened in a public meeting at the designated meeting place in Westlake, Texas. The roll of duly
constituted officers and members of the Board was called and are as follows:
Name Title Absent
James P. Carter President
Worth Blake Vice President
Annette Bush Treasurer
Dr. John Brooks Member
Dr. Forrest Watson Member XX
Mike Farhat Member XX
Becky Rogers Member
all of whom were present except those indicated above as being absent,thus constituting a quorum.
Among other things,the Board considered the written resolution as follows:
A Resolution Authorizing the Acquisition and Management ofa Student Housing Project,Including
Related Facilities, Located in Austin, Texas, Authorizing the Execution and Delivery o£ the
Documents Appropriate to Effect the Acquisition,Construction and Managementof the Project,and
Resolving Related Matters
The Resolution was read by the Board.
After due consideration, it was duly moved and seconded that the Resolution be adopted. The Presiding
Officer put the motion to a vote of the Board, and the Resolution was adopted by the following vote:
AWES: 5
NOES: 0
ABSTENTIONS: 0
The Presiding Officer then declared the Resolution adopted.
The persons named herein are the duly chosen, qualified,and acting officers and members of the Board as
indicated herein.
Each of the officers and members of the Board was duly and sufficiently notified officially and personally,in
advance, of the time, place, and purpose of the aforesaid meeting and that the resolution would be introduced and
considered for adoption at the meeting.
The meeting was open to the public, and public notice of the time, place, and purpose of the meeting was
given all as required by Chapter 551 of the Texas Government Code.
DALLAS2 9160700 53621-00002
MINUTES APPROVED AND CERTIFIED TO BE CORRECT and to correctly reflect the duly constituted
members of the Board of the TSHA,and the attached copy of the Resolution is hereby certified to be a correct copy of
an official copy thereof on file among the official records of the TSHA and such resolution has not been amended and
is in full force and effect on this August 27, 2002.
By:
Name: in Crosswy
Title: Secretary
[SEAL]
2
AUTHORIZING RESOLUTION
TAM.8.22.2002
RESOLUTION
AUTHORIZING THE ACQUISITION, CONSTRUCTION, AND MANAGEMENT OF A
STUDENT HOUSING PROJECT, INCLUDING RELATED FACILITIES, LOCATED IN
AUSTIN, TEXAS, AUTHORIZING THE EXECUTION AND DELIVERY OF, THE
DOCUMENTS APPROPRIATE TO EFFECT THE ACQUISITION,AND MANAGEMENT OF
THE PROJECT, AND RESOLVING RELATED MATTERS
WHEREAS,the Texas Student Housing Authority(the"TSHA") is a"higher education authority"created
pursuant to the Higher Education Authority Act(Chapter 53, Education Code)to act as a duly constituted authority
and instrumentality on behalf of the Town of Westlake, Texas, among other things, to acquire and operate student
housing facilities;
WHEREAS, the Board of Directors(the "Board")of the TSHA hereby finds that it is in the interest of the
TSHA to acquire,construct and equip a student housing facility and related facilities(the"Project")located in Austin,
Texas pursuant to an Installment Sale Agreement(the"Agreement"),between the TSHA and Jefferson Commons—
Austin, L.P., or any affiliate thereof, as seller(the"Seller");
WHEREAS, the Board understands that the Project shall be acquired pursuant to the Agreement and all
documents contemplated thereby, such documents shall be referred to as the"Transaction Documents";
WHEREAS,the Board has determined to enter into the Transaction Documents in order to enable the TSHA
to acquire, construct, equip, and manage the Project by authorizing the execution and delivery of the Transaction
Documents and taking other actions as may be necessary and convenient to effect the transactions contemplated by
the Transaction Documents;
WHEREAS,the Board hereby finds that the Project shall be acquired and managed on the terms and subject
to the conditions contained in the Transaction Documents and by this resolution (the"Resolution"); and
WHEREAS, the meeting at which this Resolution has been considered has been called and held,and public
notice of the meeting has been given, in accordance with applicable law;
THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE TEXAS STUDENT
HOUSING AUTHORITY:
SECTION 1. Preamble.
The preamble of this Resolution is hereby adopted by reference and made part of this Resolution.
SECTION 2. Findings.
The Board, acting on behalf of the TSHA, hereby finds (solely for its own purposes to facilitate
accomplishing the purposes ofthis Resolution)that the acquisition and managementof the Project is in furtherance of
the public purposes of the Act.
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AUTHORIZING RESOLUTION
TAM.&22.2002
SECTION 3. Authorization of the Acquisition,Construction,and Management of the Project Pursuant to the
Transaction Documents.
The Board hereby authorizes and approves the acquisition,construction,equipping,and management of the
Project pursuant to, and the performance of its duties under,the Transaction Documents.
SECTION 4. Certain Terms of the AjZreement.
The TSHA hereby authorizes with respect to its obligations under the Transaction Documents, in connection
with the purchase of the Project, a net effective interest rate not to exceed 8.50 percent and a final maturity of the
payment of principal no later than September 1, 2035.
SECTION 5. Terms of Acquisition of Project.
The TSHA hereby authorizes the acquisition,construction,and equipping of the Project for a purchase price
not to exceed the lesser of(a)$30,000,000 or(2)the amount of an appraisal provided by an independent appraiser
acceptable to the TSHA, on the terms and conditions as contained in the Transaction Documents.
SECTION 6. Conditions to Entering into the Transaction Documents.
The Finance Counsel, Thomas Allen Moon, and the Special Finance Counsel, Jenkens & Gilchrist, a
Professional Corporation, shall have delivered an opinion to the Board to the effect that the Board has taken all
appropriate action to authorize the execution and delivery of the Transaction Documents, and the Transaction
Documents, subject to customary creditor rights exceptions,are enforceable and binding obligations of the TSHA.
SECTION 7. Execution and Delivery of Bonds and Transaction Documents.
Following the approval of the final terms of the Transaction Documents and the satisfaction of all
requirements contained therein and in this Resolution,the President and the Secretary are each hereby directed and
authorized to execute,attest and affix the TSHA°s seal to the Agreement,and the President,or if the President is not
available the Vice President, is hereby directed and authorized to execute the Transaction Documents,and to deliver
the Transaction Documents to the appropriate persons.
SECTION 8. Authorized Officers.
Each of the members of the Board and the officers of the TSHA (each as an authorized officer), Petty &
Associates, Inc, as the Program Administrator, Scott Bradley, as the General Counsel, Larry Williamson, as the
Financial Advisor, Thomas Allen Moon, as the Finance Counsel, and Jenkens & Gilchrist, a Professional
Corporation, as the Special Finance Counsel, is hereby authorized to execute and deliver certifications as to facts,
estimates, and circumstances as are necessary to accomplish the purposes of this Resolution and, on the TSHA's
behalf, to:
(1) do all things necessary or convenient to effect the acquisition and management of the Project and to
carry out the terms and purposes of this Resolution, including(without limitation)the execution and delivery of all
agreements and other documents and papers, whether or not mention herein, contemplated to be delivered in
connection therewith;
(2) perform all duties and functions of the TSHA under the Transaction Documents and this Resolution
in order to accomplish the purposes thereof; and
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AUTHORIZING [RESOLUTION
TAM.8.22.2002
AFFADAVIT OF PUBLICATION
STATE OF TEXAS §
COUNTY OF TARRANT §
BEFORE ME,the undersigned authority,on this day personally appeared the person whose name is
show below, who being by me first duly sworn, upon oath deposed and stated as follows:
I. This affiant is a duly authorized officer or employee of
,which is a newspaper of general circulation in the
Texas Student Housing Authority and the Town of Westlake,Texas,as defined in Section 2051.044,
Government Code.
2. Attached hereto is a true, full,and correct copy of a NOTICE OF INTENTION TO ISSUE BONDS.
which was published in the newspaper on the dates as follows:
First Date of Publication: August , 2002
Second Date of Publication; September , 2002
Authorized Officer or Employee of
Newspaper
SWORN TO AND SUBSCRIBED BEFORE MR, this the day of 2002.
5
Notary Public, State of Texas
[]VOTARY SEAL]
Minutes.Noticeoflntent.Resolution—Page 5
TAM.v l.W i/2002
i
PASSED AND APPROVED BY TEXAS STUDENT H0USiNG ORITY, Ngtgust 7, 2002.
B
N e: James P. Carter_/
Ti President
[SEAL]
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AUTHORIZING RESOLUTION
TAK 5.22.2002