HomeMy WebLinkAboutMinutes - Minutes - Industrial Development Authority - Meeting Date: 1/7/2020Glendale
A R I Z O N A
MINUTES
INDUSTRIAL DEVELOPMENT AUTHORITY
ADMINISTRATION BUILDING BOARD ROOM, UNIVERSITY ADMINISTRATION BUILDING
MIDWESTERN UNIVERSITY
19555 NORTH 59TH AVENUE
GLENDALE, ARIZONA 85308
JANUARY 7, 2020
4:00 P.M.
1. CALL TO ORDER
The meeting was called to order at 4:00 p.m.
2. ROLL CALL
Present: Robert Holmes, President
John Catledge, Vice President
Alan Berta, Member
Lisa Maestas, Member
Howard McKenna, Member
Absent: Charles Miles, Secretary/Treasurer
Diane McCarthy, Member
Also Present: William F. Wilder, Legal Counsel to the Authority
John J. Fries, Legal Counsel to the Authority
Jessi Pederson, Assistant Director of Economic Development
Attendees: Dr. Kathleen Goeppinger, Representative of Midwestern University
Gregory Gaus, Representative of Midwestern University
Dean Malone, Representative of Midwestern University
Barbara McCloud, Representative of Midwestern University
Matt Sweeney, Representative of Midwestern University
Greg O'Coyne, Representative of Midwestern University
Daniel Tapia, Representative of Midwestern University
Nick Dodd, Representative of Piper Sandler & Co.
Nick West, Representative of Piper Sandler & Co.
Steve Johnson, Representative of S.J. Advisors
At the request of Mr. Holmes, those present at the meeting introduced themselves to the meeting.
3. APPROVAL OF THE MINUTES
The minutes of the Special Meeting of the Board of Directors of the Authority held on November
20, 2019, were presented to the meeting and reviewed and discussed. Upon a motion made by
Mr. Holmes and seconded by Mr. McKenna, the reading of the minutes was waived and the
minutes were approved and adopted with Mr. Catledge abstaining on the basis he had not
attended the meeting.
Motioned by President Robert Holmes, seconded by Member Howard McKenna
AYE: President Robert Holmes
Vice President John Catledge
Member Alan Berta
Member Lisa Maestas
Member Howard McKenna
Passed
4. ADOPTION OF A RESOLUTION APPROVING THE ISSUANCE OF NOT TO EXCEED
$63,000,000 OF THE AUTHORITY'S REVENUE REFUNDING BONDS, MIDWESTERN
UNIVERSITY, SERIES 2020.
Mr. Holmes then announced that the next matter on the Agenda was for the Board to consider the
adoption of a resolution authorizing and approving the issuance of not to exceed $63,000,000 of
the Authority's Revenue Refunding Bonds (Midwestern University, Series 2020) for the benefit of
Midwestern University to refund a portion of the Authority's revenue bonds issued for the benefit of
Midwestern University in 2010, a copy of such Resolution being included in the records of the
Authority.
After discussion and upon motion made by Mr. McKenna and seconded by Mr. Berta, the Board
voted unanimously to adopt the Resolution presented to the Board, authorizing and approving the
issuance of the above-mentioned Revenue Refunding Bonds.
Motioned by Member Howard McKenna, seconded by Member Alan Berta
AYE: President Robert Holmes
Vice President John Catledge
Member Alan Berta
Member Lisa Maestas
Member Howard McKenna
Passed
5. DISCUSSION AND ACTION AS DETERMINED REGARDING ADOPTION OF A RESOLUTION
AUTHORIZING, APPROVING AND ADOPTING SECOND SUPPLEMENTAL TRUST
INDENTURES RELATING TO THE TWO BOND TRUST INDENTURES RELATING TO THE
TWO BOND TRUST INDENTURES FOR THE AUTHORITY'S REVENUE BONDS,
MIDWESTERN UNIVERSITY SERIES 2013A AND B, AND RELATED MATTERS.
Mr. Holmes then announced that the next matter on the Agenda was for the Board to consider the
adoption of a Resolution authorizing, adopting and approving Second Supplemental Trust
Indentures relating to the two Bond Trust Indentures for the Authority's Revenue Bonds,
Midwestern University Series 2013, a copy of such Resolution being included in the records of the
Authority.
After discussion and upon a motion made by Mr. McKenna and seconded by Mr. Holmes, the
Board voted unanimously to adopt the Resolution presented to the Board adopting and approving
Second Supplemental Indentures relating to the Bond Trust Indentures for the Authority's two
series of outstanding Series 2013 Revenue Bonds, Midwestern University Series 2013.
Motioned by Member Howard McKenna, seconded by President Robert Holmes
AYE: President Robert Holmes
Vice President John Catledge
Member Alan Berta
Member Lisa Maestas
Member Howard McKenna
Passed
6. FINANCIAL REPORT
Next, Mr. Holmes, filling in for Mr. Charles, as Treasurer of the Authority, gave a financial report
as of January 7, 2020, which noted that the Authority had aggregate funds of $119,887.54.
Thereafter, upon a motion made by Mr. Berta and seconded by Mr. McKenna, the financial report
was accepted as presented, a copy of which is included in the records of the Authority.
Motioned by Member Alan Berta, seconded by Member Howard McKenna
AYE: President Robert Holmes
Vice President John Catledge
Member Alan Berta
Member Lisa Maestas
Member Howard McKenna
Passed
7. PAYMENT OF INVOICES
Next, Mr. Holmes noted there was an invoice from Ryley Carlock & Applewhite in the amount of
$3,346.48. Thereafter, upon a motion made by Mr. McKenna and seconded by Mr. Holmes, the
Board unanimously approved payment of this invoice.
Motioned by Member Howard McKenna, seconded by President Robert Holmes
AYE: President Robert Holmes
Vice President John Catledge
Member Alan Berta
Member Lisa Maestas
Member Howard McKenna
Passed
8. ADJOURNMENT
There being no further business, the meeting was adjourned at 4:47 p.m.
Note: following adjournment, Dr. Goeppinger gave a detailed presentation regarding the history of
Midwestern University.
The Industrial Development Authority meeting minutes of January 7, 2020 were submitted and approved
this 8th day of September 2020.
Suzie Ricard
Recording Secretary