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HomeMy WebLinkAbout12-16-00 TSH San Marcos Min MINUTES AND CERTIFICATION On December 16, 2000, the Board of Directors (the "Board") of the Texas Student Housing Corporation — San Marcos Project 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 Blare Vice President Annette Bush Treasurer Dr. Forrest Watson Member Charles Bradberry Member Dr. Patsy Sharp Member Dr. John Brooks Member Dr. Ted Gillum Member Carroll Schubert Member Mike Farhat Member all of whom were present except Mr. Bradberry, Dr. Watson, Dr Gillum and Mr. Schubert. Also present were: Mr. Scott Bradley, Mr. Allen Moon, Mr. Larry Williamson, Mr. Bill Moon, Mr. Trent Petty and Ms. Ginger Crosswy. President Carter called the meeting to order at 9:46 a.m. Allen Moon explained to the Board that there were two resolutions to consider today. The first being a Resolution approving the Articles of Incorporation and Bylaws of the Corporation, appointing officers, designating a principal office, seal and depository, and engaging a General Counsel, Financial Advisor, Finance Counsel, and Special Finance Counsel, authorizing action on any other matters lawfully before the Board, and resolving related matters. There was a motion by Dr. Sharp, seconded by Mr. Blake, to adopt this resolution. After much discussion the motion carried unanimously. The second resolution is a Resolution authorizing the acquisition, financing, and management of a Student Housing Project, including related facilities, located near Southwest Texas State University, approving the form and substance of and authorizing. the execution and delivery of the documents appropriate to effect the acquisition, financing and management of the project, and resolving related matters. There was a motion by Dr. Brooks, seconded by Dr. Sharp, to adopt this resolution. After a lengthy discussion the motion carried unanimously. Mr. Petty of Petty and Associates, explained his proposal to act as manager of the project to the Board. After a short discussion there was a motion by Dr. Sharp, seconded by Mr. Farhat, to employee Ginger Crosswy as Secretary to the Board at $20.00 per hour. The motion carried unanimously. Dr. Brooks suggested that at the next meeting the Board receive a report on the legal liability coverage for the Board members and formalize the Boards relationship with Petty&Assoc. There was a motion by Dr. Sharp, seconded by Mrs. Bush, to adjourn. The motion carried unanimously and the meeting was adjourned at 11:07 a.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 19th day of March, 2001. ATTEST: es P. Carter, ent ding Crosswy, Secret MINUTES of the ORGANIZATION MEETING of the BOARD OF DIRECTORS of the TEXAS STUDENT HOUSING CORPORATION- SAN MARCOS PROJECT On December 16, 2000 the Board of Directors (the "Board") of the Texas Student Housing Corporation- San Marcos Project(the "Corporation")convened in special meeting at the designated meeting place in the Town of Westlake,Texas. The meeting was called by the incorporators of the Corporation, and notice of the meeting, giving the time, place, and purpose thereof, was mailed to each member of the Board as prescribed by the Texas Non-Profit Corporation Act. The roll of the duly constituted members of the Board was called,which are as follows: James P. Carter Member Worth Blake Member Annette Bush Member Dr.John Brooks Member Carroll Schubert Member Dr. Ted Gillum Member Charles R. Bradberry Member Dr. Forrest Watson Member Dr. Patsy Sharp M_�bltr- Mike Farl!at i= _r;ber and all of these persons were present, except the following absentees: Dr. Ted Giiium, Mr. Carroll Schubert, Mr. Charles R. Bradberry and Dr. Forrest Watson, thus constituting a quorum of the Board. Among other business,a wriitcn Resolution bearing the following caption was introduced: A Resolution Approving the Articles of Incorporation and Bylaws of the Corporation, Appointing Officers, Designating a Principal Office. Seal, and Depository,and Engaging a General Coactsel, Financial Advisor, Finance Counsel, and Special Finance Counsel, Authorizing Action on any other Matters Lawfully before the Board, and Resolving Related?Y'atters The Resolution was read by the Board. After due discussion, it was duly moved and seconded that the Resolution be adopted. The Presiding Officer put the motion to a or the Board, and the Resolution was adopted by unanimous vote: The Presiding Officer then de.ciared the Resolution to be adopted. The persons are the duly chosen,qualified, and acting officers and rnembers of the Board as indicated here";. 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. MINUTES APPROVED AND CERTIFIED TO BE TRUE AND CORRECT and to correctly reflect the duly constituted members of the Board, 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 Board and such resolution has not been amended and is in full force and effect. B _ y rA [SEAL] Name:Gi r Crosswy Title: Secretary MINUTES AND CERTIFICATION—Page 2 DALLAS2 735957w1 29841-00010 A RESOLUTION APPROVING THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION, APPOINTING OFFICERS, DESIGNATING A PRINCIPAL OFFICE, SEAL, AND DEPOSITORY, ENGAGING A GENERAL COUNSEL,FINANCIAL ADVISOR,FINANCE COUNSEL, AND SPECIAL FINANCE- COUNSEL, AUTHORIZING ACTION ON ANY OTHER MATTERS LAWFULLY BEFORE THE BOARD, AND RESOLVING RELATED MATTERS NOW,THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE TEXAS STUDENT HOUSING CORPORATION—San Marcos Project: WHEREAS,The Town of Westlake(the"Towel')has authorized the creation of the Texas Student Housing Corporation—San Marcos Project; and WHEREAS, The Board of Aldermen of the Town has approved the Articles of Incorporation and Bylaws attached hereto. Articles of Incorporation The first matter to come before the Board was the consideration of the approval of the articles of incorporation of the Corporation as filed with the Secretary of State of the State of Texas. By motion duly made, seconded,and carried by a majority vote of all directors present,the Board approved the articles of incorporation and directed that a copy of the articles of incorporation and the certificate of incorporation received from the Secretary of State be filed in the official records of the Corporation. Bylaws The Board next considered the adoption of bylaws for the Corporation. The bylaws, in the form of a document entitled "Bylaws of the Texas Student Housing Corporation - San Marcos Project" (a copy of which is attached to these Minutes), which were approved by the Board of Aldermen of the Town, were presented to the Board. By motion duly made, seconded, and carried by a majority vote of all directors present,the Board adopted the bylaws and directed that a copy of the bylaws be filed in the official records of the Corporation. Officers The Board next considered the matter of appointing officers of the Corporation, including a president, a vice president,a secretary, and a treasurer. By motion duly made, seconded, and carried by majority vote of all directors present, in each instance, the Board appointed the following officers: James P. Carter, President Worth Blake, Vice President Annette Bush,Treasurer Ginger Crosswy, Secretary Each appointed officer accepted his/her office. Principal Corporate Office The Board next considered the establishment of a principal office for the Corporation. By motion duly made, seconded,and carried b t Suite 207, Westlake, Y majorigy vote Of all directors s Texas 76262 as the Principal o Present, the Bo ircle, P f ice of the Corporat. Sea! The Bo / and next considered the rf Board, co nsistin matter ofado t circles g of °concentric p itrg the Seal the five-pointed star circles coma rporationa A to the vote of and the word °'Text °, mmg the name f the Corporatiorbr of the directors present, the Board adopted the sea Ot an d appears at e end of Y made, seconded, ajority these Minutes. � esented. An imprint fadopted Designation IL)epository The Board next consr seconded, and c red the designation of de osito arried b a ry bank for the depository bank for gh J°rity vote Of all di r ctors the Corporation cly made, Cor�ioration. Present, Frost Bank, was desk Board as Eng ement of enera! Counsel, Financial Fin co C nsei Advisor, The Board next considered and Special Finance Counsel special finance counsel far the en a ent of a of all directors the Co ratio general counsel, financial adviso caunsel, and Willi Present, the Bo d decid By motion duly made s amson, as fnancial adviso to engage seconded, and cajority vote P• C•, as special finance coups , Thomas All e g ge Scott Bradle and�. Bradle for the Co Moon,Esq., as fin y, Esq° as g�nsel, Larry Y, Mr. Willi rPorat n once Counsel, anl&Gilchrist, the President to a under terms to be mutual! a app a son' Mr.Moan, and y gran the Board ngagement letter settin nkens&Gilchrist, P, C,, respedd authorized g rth the terms. A orizing Action on other Matters This Board is author°zed to awfully before the Bo take action ar( on any other matter Ia fully before the Boar( There bein Adjournment g n further business before the Board, the meeting was 'QUrned. APPROV :December 16 , 2000. [SEAL Title: President Name:James P. Carter By: Title: Secretary — Name:Ginger Crosswy made, seconded, and carried by majority vote of all directors present,the Board established 3 Village Circle, Suite 207, Westlake, Texas 76262 as the principal office of the Corporation. Seal The Board next considered the matter of adopting the seal of the Corporation. A seal was presented to the Board, consisting-of two concentric circles containing the name of the Corporation and in the center of the circles a five-pointed star and the word "Texas." By motion duly made, seconded,and carried by majority vote of all directors present,the Board adopted the seal as presented. An imprint of the seal thus adopted appears at the end of these Minutes. Designation of Depository The Board next considered the designation of a depository bank for the Corporation. By motion duly made, seconded, and carried by majority vote of all directors present, Frost Bank,was designated by the Board as the depository bank for the Corporation. Engagement of General Counsel,Financial Advisor, Finance Counsel, and Special Finance Counsel The Board next considered the engagement of a general counsel, financial advisor, finance counsel, and special finance counsel for the Corporation. By motion duly made, seconded, and carried by majority vote of all directors present, the Board decided to engage Scott Bradley, Esq. as general counsel, Larry Williamson, as financial advisor, Thomas Allen Moon, Esq., as finance counsel, and Jenkens &Gilchrist, P. C.,'as special finance counsel for the Corporation under terms to be mutually agreed between the Board and Mr. Bradley, Mr. Williamson, Mr. Moon, and Jenkens&Gilchrist,P. C.,respectively, and authorized the president to approve an engagement letter setting forth the terms. Authorizing Action on other Matters Lawfully before the Board This Board is authorized to take action on any other matter lawfully before the Board. Adjournment There being no further business before the Board,the meeting was jeurned. r APPROVED: December 16, 2000. Title: President Name: James P. Carter [SEAL By: Title: Secretary Name: Ginger Crosswy Form of Notice NOTICE of ORGANIZATION MEETING of the BOARD OF DIRECTORS of the TEXAS STUDENT HOUSING CORPORATION- SAN MARCOS PROJECT The incorporators of the Texas Student Housing Corporation--San Marcos Project have called a meeting for the purpose of organizing such corporation to begin at (a. m./p. m.)on December _, 2000, at ,West4 Texas. The agenda will include consideration of the following. 1. approval of articles of incorporation, 2. adoption of bylaws, 3. election of officers, 4. establishment of a principal corporate office, 5. adoption of a corporate seal, 6. designation of a depository bank, 7. engagement of a general counsel, financial advisor,finance counsel, and special finance counsel, and 8. a resolution authorizing the acquisition, financing, and management of certain education-related housing facilities,the execution and delivery of certain documents in connection therewith,and resolving related matters. MINUTES AND CERTIFICATION On December 16,2000,the Board of Directors(the"Board")of the Texas Student Housing Corporation-San Marcos Project(the"TSHCSMP")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 James P. Carter President Worth Blake Vice President Annette Bush Treasurer Dr. Forrest Watson Member Charles Bradberry Member Dr. Patsy Sharp Member Dr. Jahn Brooks Member Dr. Ted Gillum Member Carroll Schubert Member Mike Farhat Member all of whom were present except the following: Mr. Bradberry,Dr. Watson, Dr. Gillum and Mr. Schubert,thus constituting a quorum. Among other things, the Board considered the written resolution as follows: A Resolution Authorizing the Acquisition, Financing, and Management of a Student Housing Project,Including Related Facilities,Located near Southwest Texas State University,Approving the Form and Substance of and Authorizing the Execution and Delivery of the Documents Appropriate to Effect the Acquisition,Financing,and Management ofthe 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 unanimous vote. 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, MINUTES APPROVED AND CERTIFIED TO BE CORRECT and to correctly reflect the duly constituted members of the Board of the TSHCSMP,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 TSHCSMP and such resolution has not been amended and is in full force and effect on this December 16, 2000. MINUTES AND CERTIFICATION—Page 1 DALLAS2 735967v1 29841-00010 By. [SEAL] Name: Gu1g,r Crasswy Title; Secretary MINUTES AND CERTIFICATION--Page 2 DALLAS2 735457v1 29841-00010 RESOLUTION AUTHORIZING THE ACQUISITION,FINANCING,AND MANAGEMENT OF A STUDENT HOUSING PROJECT,INCLUDING RELATED FACILITIES,LOCATED NEAR SOUTHWEST TEXAS STATE UNIVERSITY, APPROVING THE FORM AND SUBSTANCE OF, AND AUTHORIZING THE EXECUTION AND DELIVERY OF THE DOCUMENTS APPROPRIATE TO EFFECT THE ACQUISITION, FINANCING,AND MANAGEMENT OF THE PROJECT, AND RESOLVING RELATED MATTERS WHEREAS,the Texas Student Housing Corporation—San Marcos Project(the"Borrower")is a nonprofit corporation 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, finance, and operate student housing facilities; WHEREAS,the Board of Directors(the"Board")of the Borrower hereby finds that it is in the interest of Borrower to acquire a student housing facility and related facilities(the"Project")located near Southwest Texas State University; WHEREAS,the Board has examined the proposed forms of the Contract for Sale,the Loan and Financing Agreement, the Promissory Note, the Deed of Trust, Security Agreement, Assignment of Rents, the Reserve and Replacement Agreement,the Asset Management Agreement,the Property Management and Leasing Agreement,and Letter Agreement with Southwest Texas State University(collectively,together with all documents contemplated thereby and all other documents required to effect the acquisition,financing,and management of the Project,such documents shall be referred to as the"Transaction Documents")and the Indenture and the Servicing Agreement and has found the form and substance of such documents to be satisfactory and proper; WHEREAS, the Board has determined to acquire,finance,and manage the Project in accordance with the Transaction Documents and the Indenture and Servicing Agreement 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,financed,and managed on the terms and subject to the conditions contained in this resolution(the"Resolution")and the agreements authorized hereby; 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 CORPORATION—SAN MARCOS PROJECT: 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 Borrower, hereby finds (solely for its own purposes to facilitate accomplishing the purposes of this Resolution)that the acquisition and management of the Project is in furtherance of RESOLUTION—Page 1 DALLA52 735967v1 29841-40010 the public purposes of the Act. SECTION 3. Authorization of the Acquisition,Financing,and Management of the Project Pursuant to the Transaction Documents. The Board hereby authorizes and approves the acquisition, financing, and management of the Project pursuant to,and the performance of its duties under,the Transaction Documents. SECTION 4. Terms of Acquisition. The Borrower hereby authorizes the acquisition of the Project for an amount not to exceed$ ,to be paid from the proceeds of a loan to be made under the Loan and Financing Agreement, and on the terms and conditions as contained in the Transaction Documents.. SECTION 5. Conditions to Entering into the Transaction Documents. The Borrower shall not enter into the Transaction Documents unless and until the following conditions are satisfied: (1) The President and General Counsel of the Borrower (the "Authorized Representatives") shall approve,in form and substance,any changes to the Transaction Documents,which approval shall be evidenced conclusively,with respect to the President,by his execution thereof,and,with respect to the General Counsel, by his written statement to that effect. (2) The Financial Advisor shall certify to the Board that the terms of the Transaction Documents are commercially reasonable. (3) The Finance Counsel shall deliver 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,subjectto customary creditor rights exceptions,are enforceable and binding obligations of the Borrower. SECTION 6. Authorized Officers. The President or the Vice President are each hereby authorized to execute and deliver the Transaction Documents. Each of the members and the officers of the Borrower(each as an authorized officer),Scott Bradley,as the General Counsel,Larry Williamson,as the Financial Advisor,Thomas Allen Moon,as the Finance Counsel,and Jenkens&Gilchrist,P.C.,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 Borrower's behalf,to; (1) do all things necessary or convenient to effect the acquisition,financing,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 Borrower under the Transaction Documents and this Resolution in order to accomplish the purposes thereof; and RESOLUTION—Page 2 DALLAS2 735967vl 29 841-00010 (3) certify as to the accuracy of any information about the Borrower that is contained in the Transaction Documents. SECTION 7. Power to Revise Form of Documents. Notwithstanding any other provision of this Resolution,the President or Vice President of the Borrower are each authorized to make or approve such revisions in the form of documents attached hereto as exhibits as, in the opinion of the General Counsel and Finance Counsel,may be necessary or convenient to carry out the purposes ofthis Resolution; and the approval of such changes shall be conclusively established by such officers' execution of the documents. SECTION 8. Effective Date of Resolution. This Resolution shall take effect immediately upon its adoption. PASSED AND APPROVED BY TEXAS STUDENT HOUSING CORPORATION— SAN MARCOS PROJECT,this December—,2000. P esident RESOLUTION[—Page 3 DALLAS2 735967v1 29841-00010