HomeMy WebLinkAbout11/16/2011 - Minutes The Economic Development Authority of Roanoke County
Roanoke County Administration Center
5204 Bernard Drive
Roanoke, Virginia 24018
Minutes
Wednesday,November 16,2011, 9:00 A.M.
Members Present
Billy Branch, Chairman
Greg Apostolou
Paul Henkel
Woody Windley
Jill Loope, Secretary Treasurer . '
Recording Clerk, Glenna Ratcliffe
Members Absent
Steve Musselwhite,Vice-Chairman
Kirtesh Patel
Guest
Rebecca Owens, Director of Finance
• Brian Carter, Finance Manager
The Economic Development Authority of Roanoke County, Virginia met this day at the
Roanoke County Administration Center,this being their n gularly scheduled meeting.
Call to order
Mr. Branch called the meeting to order at 9:00 a.m.
Minutes
A motion was made by Paul Henkel seconded by Woody Wendel to approve the October 19,
2011 minutes as read. The motion carried by unanimous voice vote.
Financial Report
Rebecca Owens, Director of Finance, introduced Brian Carter, Finance Manager, and stated that
he would be attending EDA meetings with her in the future.
Ms. Owens then reviewed the financial report through October 31, 2011. She reported the equity
in pooled cash to be $640,022. Ms. Owens stated the year end balances have been rolled and the
audit is complete. She stated there had been little activity during the month of October. A
motion was made by Paul Henkel, seconded by Greg Apostolou, to accept the financial report.
The motion carried by unanimous voice vote.
Page 2
November 16,2011
Economic Development Authority Minutes
NEW BUSINESS
Request to adopt a Resolution Authorizing an Amendment to the 2001A lease Revenue
Bonds
Rebecca Owens, Director of Finance, reviewed the request before the Board to authorize an
amendment to the 2001A Lease Revenue Bonds. She stated each year the County works with
financial advisors Morgan Keegan to review all debt issuances for potential refunding for
savings to the County. With the current market conditions, the County has the opportunity to
refinance the existing 2001A Lease Revenue Bonds to a lower interest rate of not to exceed 3%.
The proposed rate is 2.63% which will save the County approximately $54,000, net of issuance
costs.
Lease Revenue Bonds were issued on May 1, 2001 in the amount of$2,650,000 and at that time
the County leased three of the five floors of the Salem Bank and Trust building for Social
Services, so the financing was 60% non-taxable and 40% taxable. The 2001A Lease Revenue
Bonds are paid with net revenues of the building. No County appropriation of funds is required.
In June 2008, the taxable portion of the Lease Revenue Bond in the amount of$1,060,000 was
paid in full. The remaining balance of the non-taxable bonds at the time of the refinance will be
• $977,479.54. The proposed financing will keep the interest and principal payment the same and
shorten the life of the amortization by approximately 2 '/2 months, resulting in a net savings to
the County of approximately$54,000.
After brief discussion, Woody Windley made a motion to approve the resolution authorizing an
amendment to the 2001A Lease Revenue Bonds and authorize the Chair or Vice-Chair to execute
the First Amendment to the Lease Revenue Bond and the Modification Agreement. The motion
was seconded by Paul Henkel.
The motion carried by the following recorded vote:
Ayes: Woody Windley, Paul Henkel, Greg Apostolou, Bill Branch
Nays: None
Absent: Steve Musselwhite, Kirtesh Patel
At this time, Ms. Loope addressed the Board regarding the standard procedure of the Authority
to request a financing application and review/processing fee. An application was not completed
or fee attached as the EDA does not presently have outside legal counsel to review documents.
A motion was made by Woody Windley, seconded by Greg Apostolou to accept the bond
refinance request without an application or fee since no outside counsel is paid to handle the
transaction for the Board. The motion carried by unanimous voice vote.
`41
Page 3
November 16,2011
Economic Development Authority Minutes
BRIEFINGS
New EDA Appointments
Ms. Loope apprised the Board of the recent appointment of Kirtesh Patel to the Economic
Development Authority. Mr. Patel will replace Carole Brockman who declined reappointment
citing health issues. Mr. Patel resides in the Catawba Magisterial District.
Also, Ms. Loope stated that Greg Apostolou was reappointed for another four-year term.
The Board still has one vacancy. She stated the Board of Supervisors met in closed session;
however, no appointment has been made at this time.
REPORTS AND INQUIRIES OF THE BOARD
Paul Mahoney apprised the Board that the developer of South Peak requested the County
Administrator to place on the Board's agenda a resolution consenting of the issuance of the CDA
bonds. Before the Board would approve the issuance of the CDA bonds, it must have in place
the special assessment ordinance; therefore, this request was on the BOS Agenda November 15,
2011.
These bonds are intended to pay the costs of public infrastructure improvements of
approximately $11 million. The BOS will vote on December 13 to adopt resolution to issuance
of bonds and if adopted, the CDA will anticipate issuing bonds in January for $7 million as it is
anticipated the bonds will be broken into two phases.
The debt service on these bonds will be paid first from incremental tax revenues generated by
new development in the CDA, available revenues in the surplus fund, and finally from revenues
derived from special assessments.
ADJOURNMENT
The meeting was adjourned at 9:30 a.m.
NEXT MEETING
The next regularly scheduled meeting is December 21, 2011 at 9:00 a.m.
Respectfully submitted,
Ji ope
Secretary-Treasurer