001Administration building board room 13 B West Street Crystal City of Texas number two uh roll All establish now >> Mr. Houston >> here >> Mr. Cruz Ma absent >> Mr. Victor >> present >> Mr. Gabriel Esposa >> here >> Mr. Vitz Martinez >> here >> Mrs. Peggy Young >> here. >> We have a one absent the moment of reflection. I'm forest chief buddy signed up. Okay, at this time I'm going to uh move the objection the I'm not going to go to close action. We're going to go to action item uh for Mr. Tarina and he can drive back to San Antonio. Uh let's wait for Mr. >> Mr. Tarina if you can join us. Uh Mr. Kharina is going to present to you his financial advisory credentials. As you all know, uh we are
002in need of financial advisors. Uh Mr. >> Thank you, Miss Pion, Mr. Esposa, and board members again for the Robert Khina financial consulting. We are financial advisory San Antonio. And I did have a hand out a hard copy desk. If you turn to page two, it's pretty much a little bit of history on my firm which I started uh back in March of 2019 and but I've been in the business for about 25 years and I worked with a prior firm out of San Antonio uh for almost 20 years and started my firm in March of 19 and I actually represented the school district for about 16 years uh from roughly 2002 to uh 2018 and I appreciate the opportunity to come back, present my credentials once more and hopefully have an opportunity to continue
003the relationship uh with Crystal City ISD. But on page two are is my experience over the last six years with school districts. We've done 104 uh collective uh school district financings totaling uh 1.8 billion. Uh we've done 68 fundings uh 36 new money transactions and we've done bond elections for numerous school districts uh over the last few years ranging from uh Kadiso Springs CISD and in 2023 uh in 2024 Alice ISD and recently uh one bond election for Cula ISD. If you turn to page three, on page three is the school district experience I personally had for about 16 years with >> yes, >> Crystal City ISD on the school district experience that I personally represented the school district and I know behind me in the audience is Mr. Velasquez. Uh he hasn't changed a
004bit since I first got here at all and it's great to see him and again great to be here. uh been here for again I represented the district for about 16 years from 2002 to 2018 and during that time frame I've assisted the district with these financings uh from 2005 to 2016 for a total of 73.2 million. On page four is my firm experience and some of the things that we provide and some of these uh financings are recent and upcoming. As a financial advisor, we help with bond elections, new money refundings, maintenance financings, defeasants, uh INS tax rate management, continuing disclosures, and on the right side of page four, some of the bond election financings that we've done with school districts uh throughout South Texas from Dilly ISD, Divine, uh Alice, and United ISD.
005On page five is my current list of clients that I have with my firm for the last six years. It is the current engagements for school districts. We have about uh 29 and hopefully add uh Crystal City back on the list again. I can't thank you enough to have this opportunity to present to you all this evening. And we have current county engagements on the bottom left corner. Current city engagements and current special district engagements and higher education. I have two clients that are community college. One Laredo College and Taran County Community College. And we do represent uh Zavala County as their financial advisor. The little asterric on some of the clients is where we are co-inancial advisors. So, traditionally the larger the client, they tend to have two financial advisors on uh as as
006consultants. On page six is just information on our firm and our location and there's a total myself six firms that I think is um Mr. Miss Venosa, Miss Young and definitely Mr. Velasquez can share with you. Um, we are a small minority firm, but we do represent a lot of clients and I like to think the reason we have our clients from prior firms represented that are now with us is the customer service, the attention to detail, the respect that we have for our clients. It's about helping out, being part of the team. At the end of the day, the elected officials and the staff are the ones that are driving the bus and we're trying to help navigate and keep you on a certain path. Is there any questions from the board? Yes, sir.
007>> Just for information for the board. Uh you do you did say you represent uh the county. Uh how many years have you been with them more? >> Yes. just I've been with Zavala since probably 2002, so 23 20 plus years. >> And and and I and full disclosure, I did meet with the board a few times back in 2019 to try to transition the account from my old firm to my firm. And it just wasn't the right time. And you know, and uh and now it's all about timing. It's all about, you know, when the elected officials when you feel is the right opportunity to come back and and I hope this is it and uh it's been a while, but I have been representing Zavala County, Demick County, and Giso Springs CISD for
008over 20 years. >> Yeah, I was I was going to ask you, Mr. Tiharina. Thank you, Mr. Spinoza. is uh because we currently don't have financial advisors. Uh should the board vote yes to to the proposal, how quickly uh does the transition happen and how quickly can we >> ASAP? Mr. Velasquez can call me later this evening, first thing tomorrow morning and whatever he needs, scenarios, questions, we're here. And again, we don't build by the hour. not a law firm. We don't uh our contract does not have hourly fee. You know, I don't have a contract hourly fee with this school district or any of the other school districts along 35 that I represent. Uh so, we're here to bounce off ideas. We're here to be part of your team. I applaud y'all for having
009uh Mr. Velasquez back in to assist and kind of help guide and provide some experience and information. It's really key when you have, you know, the the the right situation. And again, working your CEO and your CFO hand in hand. That's the best two people to have to help guide you down the path. And we're just here to help out. I could be answering questions, helping out this evening or tomorrow. >> I just want to make one comment. I mean uh for the rest of the board that might not know uh uh when was it uh late May when uh Estranosa they resigned from their our financial advisor. So right now that could no longer work with us because we were working with the bank and this and that. So they submitted the the resignation.
010So that automatically open uh the position and in talking to Juan Cruz he told me uh you guys I mean especially with uh all this information is coming from the state you need to hire somebody uh right quick and like I said I mean like I thought for what I'm saying I mean uh working for the school district as an employee I mean it was our advisor for the district and when I became on on board and uh he's done a great job for us. So uh any questions from the board to Mr. Pina? >> So is she going to be doing the same kind of work that the previous uh people did? >> Yes, sir. Our roles are pretty similar as a municipal financial advisor to help with the clients. And again, we're not
011here to we're here to encourage our clients to get into debt. know that's that's one component of what we do as a municipal advisor. We're here to help out. We don't get paid by the hour. It's only when a financing and a transaction comes about do we get paid. And that's normally the industry standard. Uh but again, there's a lot of clients and I've been representing the district for many years that we're representing them for three years, five years, and nothing's ever happened. And it's, you know, but we've always been available to answer questions, send scenarios, help out, and part of the process along with your other consultant is your bond council. They're I believe it's Esamir Panekto Aguilera. They're your bond council. As your FA and bond council, we work hand in hand with
012the clients. And it's not about let's encourage to borrow money. No, no, no. We're here to if you ever need to refinance your debt when interest rates drop and you want to go from a high payment to a low payment because the interest rates have dropped. Those are refunding opportunities. That's where we come into play down the road. And I really have confidence in this community, in this district that and I say that with confidence with Miss Bionis and Mr. Alaska board that when you do get your feet up on the ground here shortly, you'll be back on track to where it was before, there'll be opportunities down the road. Do you look at improving facilities? Do you look at uh additions to facilities, replacing equipment, those type of things and items is where your
013bond council and FA come into play to work with your CEO and your CFO. But all those scenarios we don't charge. Give you an example. A bond election could be called. It could be months of work attending meetings, town hall meetings. If the bond election does not pass, no one gets paid. Nobody submits an invoice. Nobody's bond counselor FA. So again, it's not about trying to encourage our clients to look at to borrow money. It's about being there answering the questions and getting you ready for an opportunity down the road, whether it's two years or five years for any type of opportunity to save money or to look at other uh projects. >> Any other questions from the board? If not, your recommendation. >> The recommendation is that the board of trustees approve the contract
014between Crystal City ISD and the Hadina Financial Consulting LLC. Do we have a motion? >> Motion by Mr. Nosa. A second. >> I'll second it. >> Second by Miss Young. Questions, concerns? Not. All in favor? 6. Congratulations, sir. >> I'm humbled, grateful, and excited to be back. Thank you all so much. >> Thank you. Thank you. >> Have a good trip. Go back to San Antonio. >> Yes, sir. >> A lot of river crossing. auto. >> Thank you. Be safe. >> Okay, we're going to go back to uh >> number five, uh close action. The board of trustees will meet in close action as authorized by the Texas government code chapter 551 and the Oakland's meeting act. The time is