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HUNTINGTON BEACH PUBLIC FACILITIES CORPORATION
MINUTES
REGULAR MEETING OF JANUARY 29, 1986
The Regular Meeting of the Public Facilities Corporation was
called to order by President Wight at the City of Huntington
Beach Civic Center, Huntington Beach, California at 3:00 p.m. on
January 29, 1986.
There were present from the Board:
Faber Newman Wight
Absent:
Wamhoff
Also attending:
Dan Villella, Financial Operations Administrator
Donald W. Kiser, Assistant Secretary
Terry Dixon, Corporate Attorney for the HBPFC
Arthur De La Loza, Deputy City Attorney
The meeting was called to order by President Wight. Roll call
was taken as recorded above. The first order of business was the
approval of the November 27, 1985 Minutes. Motion was made,
seconded and passed to approve the Minutes. Next, the approval
of the January 8, 1986 Special Meeting Minutes. After noting a
change should be made on Page 2, Line 4, motion was made,
seconded and passed to approve the Minutes.
After discussion, motion was made, seconded and passed to approve
the August, September, October, November and December 1985
Treasurer's Reports.,
President Wight called for the acceptance of William Wamhoff's
resignation from the Board. Motion was made, seconded and passed
to accept, with regret, the resignation.
Mrs. Faber made a request that a letter be sent to Mr. Thompson,
City Administrator, and the City Council informing them of Mr.
Wamhoff's resignation. Mr. Kiser assured Mrs. Faber this would
be done.
The Board Members were informed that the current Trustee for Bank
of America is Robert Schneider.
The next item on the Agenda was the Functions and
Responsibilities of Trustee Report. This report was given by
Mrs. Faber. She informed the Board that she had called and
spoken with the former Trustee of Bank of America, Mary Lee,
asking what the current cost of their trusteeship is, but the
former Trustee did not have that information. However, in the
records, dated July 1984, which Mrs. Faber had received from
former PFC Secretary/Treasurer, Mrs. Houseal, the fee was noted
as being $500.00 annually, plus a fee for every investment of
$75.00. Mrs. Faber has asked that the present Trustee write the
Board a letter stating what the fee structure is, at the present
time.
Mrs. Faber asked if the Treasurer's Reports could be mailed out
with the agenda to the Board prior to the meetings. She was
informed that the Treasurer's Reports are mailed to the Board as
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soon as they are received by Mr. Kiser.
The Board discussed the Treasurer's Report and its format.
Again, Mr. Villella assured the Board that the format of the
Treasurer's Report could be changed, if they so wish.
Mr. Kiser informed the Directors that around 1976 or 1977, about
the time of Proposition 13, the Board had by Minute Action called
for a two year reserve of funds. This was not done by a
resolution. The Board did this in order to cover all their bond
debts in case the City should ever be in financial trouble.
Since that time, the Board has always maintained the two year
reserve, although the indenture only calls for one year.
Mr. Wight questioned why the Construction Fund is excessive,
since the construction has been completed. Mr. Kiser stated, the
PFC has always maintained a Construction Fund, just to have it
there, and if Bank of America had received a resolution from the
Board to kill the fund, they would have done so. He continued,
Bank of America moves the money around to cover bonds as needed.
Mrs. Newman reported on the next item on the agenda, Obligations
and Responsibilities of Directors toward PFC Investments/Excess
Funds. She felt the Board should look at what options they have
by law. That because there is a healthy amount of money there
this particular Board of Directors could kind of get side tracked
and could become politicized. While this may happen as a matter
of course, this is something that should be guarded against. She
felt this was why there was so much bitterness over the last
seating of new Directors. The Board has to be real clear as to
the direction they take. The Board has to determine whether or
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N
not they want to do as many things as they can for the City or
retire some of the bonds early and help the people who invested
in them.
The Directors agreed, they should have a policy and a set of
criteria under which they can act, regarding the above mentioned
by Mrs. Newman. Mr. Wight felt they should start a policy
consistent with the Indenture and By -Laws to the treatment of the
excess funds. Unofficially, Mr. Wight will start work on the
above.
Mr. Kiser reported there are no major projects going on at the
Civic Center at this time. However, there are some minor
remodelings that the City will be funding. These are minor
projects located on the third and fifth floors.
Mr. Kiser informed the Board, the City Council has approved
$115,000.00 for the reactivation of the pools and fountains at
the Central Library. A consultant has submitted a bid for
$17,000.00 for the specifications and redesign. The Council has
also approved $26,500.00 for expanding a parking lot and
additional lighting at the Central Library.
The next item on the agenda was the acceptance of the resignation
of Donald W. Kiser as primary City liaison and the acceptance of
Dan Villella as Mr. Kiser's replacement. Mr. Kiser explained
that both would remain Assistant Secretaries, but only exchange
liaison roles. With regret, motion was made, seconded and passed
to accept the above.
Motion was made, seconded and passed to fix the dates, hour and
am
place of regular meetings of the PFC to be on the last Wednesday
of every month, commencing on March 26, 1986; to be at the hour
of 4:00 p.m.; and to be within the Civic Center of the City of
Huntington Beach, California.
The Board requested they be notified as to which Counci.lperson is
the appointed PFC liaison. Also, if there is currently no
appointee, would the Mayor please make the desired appointment.
The Board called for a Special Meeting at 4:00 p.m., at the Civic
Center, on February 12, 1986, for the purpose of interviewing
applicants for the two vacancies on the Board. The Board also
requested the seven applicants, who had applied previously, be
notified of the meeting by mail.
Mr. Wight reported he had checked into the insurance for the PFC
and found that the Public Facilities Corporation is covered by
the City's liability insurance. Mrs. Faber felt that after the
vacancies on the Board are filled, it might be a good idea for
Mr. Thompson, Insurance and Benefits Manager for the City, to
make a presentation to the Board on insurance coverage.
Mr. Terry Dixon, Corporate Attorney, was called upon to report
his findings on the question of arbitrage which was brought up at
the Special Meeting of January 8, 1986. He stated that his
preliminary findings were that there is not an arbitrage problem.
However, he felt the Board should check into this further, some
time in the future.
Motion was made, seconded and passed for a plaque to be made for
Donald Kiser and Mary Jenkins for their service to the Board.
Mrs. Faber and Sheri Donoho, Recording Secretary, will check into
the preparation of the plaques.
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After discussion, the Board decided it would not be necessary for
Mr. Dixon, Corporate Attorney, to attend the next meeting. Mr.
Dixon did request that the Board keep him informed of their
business.
The meeting was adjourned to the Special Meeting at 4:00 p.m. on
Wednesday, February 12, 1986, to be held at the Civic Center.
ACCEPTED:
Stephen W. Wight
President
Respectfully submitted,
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Mary Jen s
Recor `ng Secretary
Lorraine Faber
Secretary/Treasurer
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