4A Wichita Falls Economic Development Minutes - 06/04/2012MINUTES OF THE
WICHITA FALLS ECONOMIC DEVELOPMENT CORPORATION
June 4, 2012
PRESENT:
Gary Shores, President
§ Members
Dave Lilley
§
Lanham Lyne
§
Gary McLendon
§
Glenn Barham, Mayor
§ City Council
Darron Leiker, City Manager
§ City Staff
Kevin Hugman, Assistant City Manager
§
Jim Dockery, Asst. City Manager /CFO
§
Miles Risley, City Attorney
§
Linda Merrill, Recording Secretary
§
Tim Chase, President § Chamber of Commerce & Industry
Kevin Pearson, Vice President §
Jim Johnson §
Mark Arciero § Carter Aviation
ABSENT:
Dick Bundy, Vice President/Sec.- Treasurer § Member
1. CALL TO ORDER
President Gary Shores called the meeting to order at 8:00 a.m.
2. APPROVAL OF MINUTES
Lanham Lyne moved that the minutes of April 18, 2012 be approved. Seconded by
Gary McLendon, the motion unanimously carried.
3. UPDATES AND POSSIBLE ACTION ITEMS RELATED TO CARTER AVIATION
Mark Arciero of Carter Aviation said Carter would like to modify its current agreement
with the 4A Board from a milestone -based agreement to an asset securitization type loan. He
provided a spreadsheet of anticipated income for the next 18 months and a list of the company's
assets totaling $2.4 million. They would like to receive $750,000 based upon the value of those
assets out of the $937,500 remaining under the current agreement. After that sum is received,
they propose to receive a dollar- for - dollar match for all monies raised by any infusion of
additional income up to the remaining $187,500, to reach the total $937,500 that is owed under
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WFEDC — Minutes of June 4, 2012
the existing agreement. They would then be able to finish construction of at least one of the
aircraft by the end of the year, and possibly both of them.
Mr. Arciero then gave a presentation on business opportunities through 2013, including
Carter's contracts with AAI, and other potential opportunities, including the Army RIF program,
and licensing agreements with China and Kazakhstan, among other programs. Mr. Shores asked
if the proposals Carter is considering from China and Kazakhstan would result in more
employees being hired. Mr. Arciero said they would have to have more employees, but could not
specify how many employees would be needed as it would be predicated on the number of
aircraft to be sold.
Mr. Pearson asked if there would be any problems from the U.S. Military regarding the
sale of these aircraft to other countries. Mr. Arciero said the company has received a Commodity
Jurisdiction from the State Department that recognizes their product as commercial.
Mr. Chase said this was the first time he had heard from a Carter representative that both
aircraft may not get built by December 31. He questioned what would happen with the company
if it did not timely finish building both aircraft. Mr. Arciero replied that Carter will definitely
finish the first aircraft by the end of the year, with the second one coming right behind. If the RIF
program does not happen and they receive no additional investment, they can finish out the year
with the 4A funds. Mr. Chase asked when the RIF would be announced. Mr. Arciero said it
should come within 90 days of its March 30 submission, give or take.
Mr. Shores thanked Mr. Arciero for his presentation.
4. FY 2011 -12 BUDGET AMENDMENT
Mr. Shores said this is a housekeeping amendment of the 2011 -12 budget, to provide an
additional $30,000 for expenditures for professional services. This is necessary to replenish the
fund for the remaining half of the year. Lanham Lyne moved to approve the budget
amendment. Seconded by Gary McLendon, the motion unanimously carried.
5. EXECUTIVE SESSION
Mr. Shores adjourned the meeting into executive session at 8:30 a.m. pursuant to TEXAS
GOVERNMENT CODE § §551.071, 551.072, and 551.087. He announced the meeting back into
regular session at 9:27 a.m. The subjects posted in the Notice of Meeting were deliberated, and
no action was taken on these items in executive session.
Lanham Lyne recused himself and left the meeting at this time.
Carter Aviation
Gary McLendon moved to authorize the President to execute a modified
Performance Agreement and other documents as necessary to provide for a monthly
reimbursement on the initial $468,750 that Carter Aviation would otherwise become
WFEDC — Minutes of June 4, 2012 3
potentially entitled to under milestone 3(f) subject to the pledge of additional collateral as
determined to be appropriate by the President, including the Intellectual Property to
secure a pledge supporting the entire amount of funds received under the loan that has
been forwarded to the Carter entities; and subject to Carter's agreement to a modified
Performance Agreement with respect to that $468,750 and the remainder of the funds
potentially available under the Performance Agreement. He further moved that the final
amount of funds above the $468,750 must be subject to matching funds to be raised by the
Carter entities from capital infusions or net profits from contracts. The motion was
seconded by Mr. Lilley.
Mr. Lilley expressed concern that the Board has placed triggers on receiving the money
that might actually act as a hindrance to Carter moving forward. Mr. Chase said that, given the
terms of the current contract, Carter would actually be receiving zero dollars. This modification
would give him something, but allows the 4A Board to be good stewards of taxpayer money.
Mr. Shores said he understood Mr. Lilley's point, but did not believe the Board was hindering
him. Mr. McLendon echoed that sentiment.
The motion unanimously carried.
Natura
Mr. Lilley moved to authorize the President to issue the notice of default presented
to the 4A Board, with the blanks completed and other modifications made as approved by
the attorney for the 4A Board, and authorize execution of such additional related
documents in Canadian bankruptcy court or otherwise as may be necessary to proceed
with default declarations; and further to proceed with necessary foreclosure actions subject
to the non - receipt of the principal and interest on the $1 million loan on or before July 23,
2012. Seconded by Mr. McLendon, the motion unanimously carried.
Mr. Chase said the term of the loan requires a 60 -day notice, so the letter is that notice of
default. Any concrete proposals from Natura will be required within 30 days.
Jim Dockery questioned the Board's philosophical beliefs for pay for performance versus
cash for jobs. The pay for potential model ties up the 4A Board's money while waiting for the
job creation. He believes it has been a failure, and it puts the Board in this situation every time it
follows that model.
Tim Chase said the 4A Board has struck 18 deals in the past 24 months, two of which
have struggled to produce results, while others have exceeded expectations. Some have been
cash for jobs, others pay for performance, and others a hybrid of the two models (such as WDS
Global, Pratt Whitney and Wichita Clutch). Kevin Pearson opined that each opportunity should
be considered on a case -by -case basis. Mr. Dockery said he thought the economic development
task force was to come up with a policy or some concrete philosophical guidelines. Mr. Chase
WFEDC — Minutes of June 4, 2012 4
said he has a nearly completed draft document for all to review. One included recommendation is
that every project would have a cost benefit analysis and feasibility study.
Mr. Dockery said perhaps the projects for the past two years should be analyzed to
determine what was successful. Mr. Chase said those analyses are given to the City Council each
time a project is submitted for approval. Mr. Shores said he believes Mr. Dockery's point is well
taken, but it needs to be the 4A Board who discusses any anticipated changes. Mr. Dockery
countered that the City Council is in charge of 4A funds and there needs to be an agreement on
philosophy.
Mr. Lilley said the problem is that the two failures were high profile; if they were smaller
deals, this conversation might not be happening. When the Board adopted its three- pronged
approach four years ago, everyone agreed they needed to have a stomach for some degree of
failure. Mr. Dockery replied that he did not know there was a summit on this issue; it appeared
that the 4A Board changed its philosophy without City Council involvement.
Mr. Shores said the 4A Board will meet to discuss this and come up with a policy.
Mr. McLendon said no one anticipated the housing market crash of 2008, thereby
plummeting the need for mattresses. There is still potential for Natura's product; all the trade
magazines still have high regard for the company and its product.
Mr. Lilley asked what the City Council has said. Mayor Barham said that while what Jim
Dockery says has merit, he has heard no discussions from the City Council regarding the
direction the 4A Board has gone. The Council understands the 4A Board is directly involved in
the negotiations and rely on their experience and recommendations. That being said, there
probably ought to be an understanding, if not a written policy.
Mr. Chase said he has only heard positive comments from the Council. He does realize
that (a) money is being looked at in a completely different set of circumstances, and (b) the
economy is beginning to right itself and there is not a need to offer the higher level of incentives
to close deals. The offer letters reflect that.
7. ADJOURN
Mr. Lilley moved, seconded by Mr. McLendon, that the meeting be adjourned. The
motion was unanimously approved, and the meeting adjourned at 10:00 a.m.
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Gary Afiores, President
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