HomeMy WebLinkAbout6/30/1987Tuesday;, June 30, 1987
The Board of County Commissioners of Indian River County,
Florida, met in Special Session at the County Commission
Chambers, 1840 25th Street, Vero Beach, Florida, on Tuesday,
June 30, 1987, at 9:00 o'clock A.M. Present were Don C.
Scurlock, Jr., Chairman; Margaret C. Bowman, Vice Chairman;
Richard N. Bird; Carolyn K. Eggert; and Gary C. Wheeler. Also
present were Charles P. Balczun, County Administrator; Charles P.
Vitunac, Attorney to the Board of County Commissioners; Joseph
Baird, OMB Director; and Virginia Hargreaves, Deputy Clerk.
The Chairman called the meeting to order. --
ADDITIONS TO THE AGENDA/EMERGENCY ITEMS
Utilities Director Pinto requested that an item be added to
the agenda for permission to hold a public hearing re an applica-
tion for a grant relating to septage and sludge treatment. He
explained the emergency nature of the request is that we have to
give 45 days notice of the public hearing.
ON MOTION by Commissioner Eggert, SECONDED by Com-
missioner Bowman, the Board unanimously approved
addition of the above matters to today's agenda.
ON MOTION by Commissioner Eggert, SECONDED by Com-
missioner Bowman, the Board unanimously authorized
staff to advertise the public hearing required for
application for a grant re septage and sludge
treatment.
Commissioner Bird advised that he would like to make a
report on the status of the Howell -Chapman condemnation lawsuit.
JUN 30198
7 BOOK
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JUN � 0 987
BOOK 68 PAGE 669'
SALE OF 3.5 MILLION CAPITAL IMPROVEMENT REV. BONDS, SERIES 1987
Chairman Scurlock announced that we are here today on the
3.5, actually 3.8 million, bond issue. Our finance advisor, bond
counsel, and underwriters, all are present. The Chairman felt
that we have been extremely successful working with Mr. Diamond
of M. G. Lewis as our finance advisor; Smith Barney, the under-
writer; and bond counsel, Rhoads & Sinon. The Chairman advised
that both the Resolutions to be handed out were not done in
advance because of the fact that they change right up until
today. He then introduced Art Diamond, Finance Advisor.
Mr. Diamond expressed his pleasure at being present and
advised that despite the fact that this is a fairly straight
forward bond issue, there have been some complications. One over
which they have had no control has been the market environment,
which has been extremely volatile. Over the last two months Wall
Street has lost over a billion dollars in the bond market; so,
considering the environment, they have come to what he considered
a successful conclusion on this bond issue, the amount of which
is $3,655,000.
Mr. Diamond informed the Board that they spent a long hard
day yesterday with the underwriter, Smith Barney, working out the
interest rate, and negotiations continued all day until they got
to a point acceptable to all. The county gained 15 basis points
during the day, which translates into something close to $98,000.
While this is a practice normal in the industry, it takes a lot
of hard work and cooperation between the county and the
underwriter. Mr. Diamond congratulated everyone concerned for
being level headed and felt the county got a great deal. He then
introduced Peter Zent, Managing Director for Smith Barney in
their Tampa office and Gregory Carey, Second Vice President of
Smith Barney in their West Palm Beach public finance office.
Mr. Zent referred to the following chart showing interest
rate comparisons':
2
ft
1988
1989
1990
1991•
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
Indian River County, Florida
Capital Improvement Revenue Bonds
Series 1987
Interest Rate Comparisons
7.751)
8.00
Ratings AAA/Aaa AAA/Aaa
Sale
Date 6/30/87 6/17/87
(1) 99.50 to yield 7.80%
City of
Jacksonville
Excise Tax
4.75
5.00
5.25
5.50
5.75
6.00
6.20
6.40
6.60
6.80
7.00
7.15
7.30
7.75(1)
NR/Aaa
6/23/87
Palm Beach Co.
Solid Waste
Authority
6.25
6.50
6.75
7.00
7.25
7.50
7.75
8.25
AAA/Aaa
5/20/87
Mr. Zent noted that in a bond issue you are concerned about
two things - the rate of interest you receive and the price you
pay for your bonds - the underwriter's discount. The most
important thing, of course, in an issue that lasts 18 years is
the interest rate. He then reviewed the rates set out in the
above chart, noting that the Palm Beach Solid Waste Authority was
a triple "A" issue in the market over a month ago, and those
rates are 6.25 to 8.25. He also emphasized the volatility of the
market, noting that they have never seen shifts like those taking
place in the last two months. Mr. Zent continued that the City
3
JUN 3 0 1987 BOOK Fa,cE i U
City of Tallahassee
Indian River
(Tallahassee Memorial
County
Hospital)
4.75
5.00
5.25
5.50
5.75
6.00
6.20
6.40
6.90
6.60
7.00
6.80
7.15
7.00
7.30
7.20
7.40
7.30
7.50
7.60
7.751)
8.00
Ratings AAA/Aaa AAA/Aaa
Sale
Date 6/30/87 6/17/87
(1) 99.50 to yield 7.80%
City of
Jacksonville
Excise Tax
4.75
5.00
5.25
5.50
5.75
6.00
6.20
6.40
6.60
6.80
7.00
7.15
7.30
7.75(1)
NR/Aaa
6/23/87
Palm Beach Co.
Solid Waste
Authority
6.25
6.50
6.75
7.00
7.25
7.50
7.75
8.25
AAA/Aaa
5/20/87
Mr. Zent noted that in a bond issue you are concerned about
two things - the rate of interest you receive and the price you
pay for your bonds - the underwriter's discount. The most
important thing, of course, in an issue that lasts 18 years is
the interest rate. He then reviewed the rates set out in the
above chart, noting that the Palm Beach Solid Waste Authority was
a triple "A" issue in the market over a month ago, and those
rates are 6.25 to 8.25. He also emphasized the volatility of the
market, noting that they have never seen shifts like those taking
place in the last two months. Mr. Zent continued that the City
3
JUN 3 0 1987 BOOK Fa,cE i U
JUN 3® IW7
500r 68 Facc671
of Tallahassee was an issue done June 17th, and their rates are a
little better. Then last week they priced out the City of
Jacksonville issue on a Monday morning and had a very good
market. Unfortunately last week the market dropped some, and it
opened up yesterday on a fairly sour tone caused by a lot of
economic indicators as well as the apathy caused by the holiday
coming up Friday, but it improved during the daytime.
Mr. Zent confirmed that negotiations during the day resulted
in an improvement of 15 basis points, which means a lower rate of
interest, or a $98,000 difference. He noted that the other major
proponent is bond discount. They submitted a proposal showing
their discount in the range of $6.05 to $7.50. Bond discount and
rates go hand in hand, and they settled on a discount of $7.00
which is a very aggressive market rate. Mr. Zent stated that
they have very little expenses in that; it is a very trim budget.
He thanked the Chairman, the County Attorney, and the OMB
Director, for their help in expediting this and announced that
the closing will be in their offices in Tampa.
Chairman Scurlock requested that Mr. Zent explain about
insurance versus non -insurance for the benefit of the new Com-
missioners.
Mr. Zent explained that typically they look at an "A" rated
bond versus insurance and what you pay for insurance versus what
the interest would be if you did not have it. The county was
very fortunate to receive bids from two insurers almost identical
in nature, one being possibly $3,000-$4,000 higher. One was with
a bond reserve account and one without. They chose the MBIA
insurance policy which has a little bit better name, and the
premium was $48,320. As noted before, the 15 basis point
improvement in their price amounted to $98,000 over the life of
the issue. There is probably a 25 basis point difference between
an insured issue and a non-insured issue; that would translate
into dollar savings of approximately $75,000 with the insurance
policy; so, it was prudent to go with the insurance.
4
Chairman Scurlock advised that the Board now needs to adopt
two Resolutions.
Charles Sieck of Rhoads & Sinon, Bond Counsel, informed the _
Board that the first Resolution is the one amending and
supplementing Resolution 85-75; it authorizes the projects which
are going to be funded out of the bond proceeds and also
authorizes the Series 1987 bond issue in an amount not to exceed -
3.8 million. it makes the necessary amendments to the original
Resolution dealing with the 185 series, which is also paid for
out of sales tax revenues. The second Resolution is the awarding
Resolution, which authorizes entering into a contract of purchase
whereby Smith Barney buys the bonds from the county under the
rate structure set forth in the contract and also the Resolution.
Commissioner Eggert requested five minutes -to read the
Resolutions.
Chairman Scurlock asked Mr. Diamond if Smith Barney came in
within the parameters we had set, and Mr. Diamond confirmed that
came in within the parameters of the spread they had originally
proposed, the maximum being 7.5, and we negotiated down to 7.00.
We also negotiated the bond counsel down.
Mr. Diamond felt the county ended up with what he felt is a
more than fair market rate and stated that he is proud to be
associated with the county, which he felt has one of the top
Board of Commissioners in the state.
Commissioner Bird wished to know if this bond issue totally
encumbers the sales tax fund, or could there be additional
funding accomplished in the future.
Mr. Diamond stated that additional funding could be accom-
plished through the County's 1/26 sales tax. All the bonds the
county issues on that lean on the entire amount, but you only
need just so much to pay your debt service.
Chairman Scurlock pointed out that when you issue bonds
based on the 1/26 sales tax, it has an impact on the current
proposed budget because the revenue pledged for that purpose is
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JUN 3 0 1987 BOOK 66 F,�u 672
jUN 3 0 1987
BOOK 68 FAGE 673
G3
then committed and cannot be pledged to other things during our
budgetary process.
OMB Director Baird confirmed that with this bond issue, the
loss of revenue would amount to about $375,000.
ON MOTION by Commissioner Eggert, SECONDED by Com-
missioner Wheeler, the Board unanimously adopted
Resolution 87-59 amending and supplementing Resolu-
tion 85-75 authorizing construction and equipping of
certain capital projects and providing for the issuance
of capital improvement revenue bonds in the maximum
amount of 3.8 million dollars.
RESOLUTION 87 - 59
A RESOLUTION AMENDING AND SUPPLEMENTING RESOLUTION 85-75 OF
INDIAN RIVER COUNTY, FLORIDA, AS AMENDED AND SUPPLEMENTED;
AUTHORIZING THE CONSTRUCTION, ACQUISITION, FURNISHING AND
EQUIPPING OF CERTAIN CAPITAL PROJECTS IN THE COUNTY;
PROVIDING FOR THE ISSUANCE OF CAPITAL IMPROVEMENT REVENUE
BONDS, SERIES 1987, IN THE MAXIMUM AGGREGATE PRINCIPAL
• AMOUNT OF $3,800,000 AS THE SECOND INSTALLMENT OF THE BONDS
ORIGINALLY AUTHORIZED UNDER SAID RESOLUTION; TO PAY THE COST
OF SAID PROJECTS; PROVIDING FOR THE PAYMENT OF SAID BONDS
FROM THE SALES TAX REVENUES RECEIVED BY THE COUNTY; MAKING
CERTAIN COVENANTS AND AGREEMENTS IN CONNECTION THEREWITH;
AND PROVIDING AN EFFECTIVE DATE HEREOF.
BE ' IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF INDIAN RIVER COUNTY, FLORIDA:
SECTION 1. Authority for Resolution. This Resolution is adopted
pursuant to the provisions of Chapters 125 and 279, Florida Statutes (1985), as
amended; County Home Rule Ordinance No. 77-19, as amended; the Master Bond
Resolution and other applicable provisions of law.
SECTION 2. Definitions. All terms herein shall have the meanings
ascribed to them in the Master Bond Resolution, except as otherwise provided
herein. When used in this Resolution, the following terms shall have the
following meanings, unless the context clearly requires otherwise:
"Act" shall mean Chapters 125 and 279, Florida Statutes (1985); County
RESOLUTION 87-99'IS ON FILE IN THE OFFICE OF CLERK TO THE BOARD
IN ITS ENTIRETY.
6
3
ON MOTION by Commissioner Eggert, SECONDED by Com-
missioner Bird, the Board unanimously adopted
Resolution 87-60 authorizing the execution of the
bond purchase agreement for the sale and award of
$3,655,000 Capital Improvement Revenue Bonds,
Series, 1987
RESOLUTION NO. 87- 60
A RESOLUTION AUTHORIZING THE EXECUTION AND
DELIVERY OF A BOND PURCHASE AGREEMENT FOR THE
SALE AND AWARD OF $3,655,000 AGGREGATE
PRINCIPAL AMOUNT OF CAPITAL IMPROVEMENT REVENUE
BONDS, SERIES 19871 OF INDIAN RIVER COUNTY,
FLORIDA, AT PRIVATE SALE BY NEGOTIATION, TO THE
PURCHASER THEREOF; AUTHORIZING AND APPROVING
CERTAIN DETAILS OF SAID BONDS; AUTHORIZING THE
EXECUTION AND DISTRIBUTION OF AN OFFICIAL
STATEMENT IN CONNECTION WITH THE MARKETING OF
SUCH BONDS; AUTHORIZING OTHER APPROPRIATE AND
NECESSARY ACTIONS IN CONNECTION WITH THE
DELIVERY OF SUCH BONDS; APPOINTING A PAYING
AGENT AND BOND REGISTRAR FOR SUCH BONDS; AND
SPECIFYING AN EFFECTIVE DATE HEREOF.
WHEREAS, the Board of County Commissioners of this
County, by Resolution No. 85-75, duly adopted on July 10, 1985, as
amended and supplemented by Resolution No. 85-125, duly adopted on
October 23, 1985 (collectively the "Master Bond Resolution"),
heretofore authorized the issuance of revenue bonds of this County
in the maximum aggregate principal amounts of $25,000,000,
including an initial installment of such revenue bonds designated
as the Refunding and Improvement Revenue Bonds, Series 1985, in
the aggregate principal amount of $9,855,000 (the "Series 1985
Bonds"); and
WHEREAS, the Board of County Commissioners of this
RESOLUTION 87-60 IS ON FILE IN THE OFFICE OF CLERK TO THE
BOARD IN ITS ENTIRETY.
Peter Zent presented the Chairman with Smith Barney's good
faith check in the amount of $36,500.
7
JUN 3 0 1987 BOOK� Fact 674
JUN 3 0 1997 Boort 68 o 5
REPORT ON HOWELL-CHAPMAN CONDEMNATION SUIT
Commissioner Bird reported that yesterday Assistant County
Attorney Bruce Barkett presented before Judge Smith the
condemnation suit to acquire the Howell -Chapman property on the
North Barrier Island, and he did an excellent job. The property
owner was represented by two attorneys out of Miami, and while
they put up somewhat of a fight, he did not feel they came
totally prepared to go into an all-out battle. The final result
was that Judge Smith ruled in favor of the county and advised
that on the 11th of August a jury will set the amount of
compensation to be received by the property owner. We then have
20 days for the state and county to come up with the cash to
complete the transaction. Commissioner Bird noted that the state
has set aside about 2.5 million towards this purchase, and we
already have had one M.A.I.appraisal at 2.7 million, which would
indicate a $200,000 shortfall.
Chairman Scurlock felt we should plan on looking for between
$200 to $500,000. He also believed we should ask the appraiser
to re-evaluate based on the potential impacts of the COBRA Bill.
If that Bill passes, it could have a significant effect because
flood insurance won't be available, and also there is the new
coastal construction setback line to consider.
Attorney Barkett entered the Chambers, and Commissioner Bird
co-ngratulated him on his fine job in presenting the county's case
for condemnation of the Howell -Chapman property.
Attorney Barkett informed the Board that he has been in
constant contact with Mr. Armfield, our appraiser, and he is
aware of the COBRA Bill and its potential implications, as well
as the coastal construction setback line. However, unless there
are sales that reflect a depressing effect caused by the
impending Bill and the setback line, it will not show up in the
appraisal.
Commissioner Bird noted since the state owns the property on
one end of the subject property and we own on the other end, if
8
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we are successful in acquiring the property, he.felt the title
should be on a proportionate basis and that we should get a clear- _
cut title to whatever we pay for. He believed we will end up
developing and managing the state's portion anyway.
Attorney Barkett felt it is even possible since we are
condemning it, that we will have the title to the whole parcel
and just lease -a portion back to the state, which they, in turn,
will turn over to us for management.
Commissioner Bird noted that with this parcel adjoining the
other property the state owns and we own, we could end up with
3,000 continuous feet of oceanfront in that area.
SANDRIDGE GOLF COURSE - ROUGH AREA CLEAN-UP
Commissioner Bird referred to the following -memo:
TO: Honorable Members of the
Board of County Commissioners
THROUGH: Charles P. Balczun
DATE: June 29, 1987
SUBJECT: GOLF COURSE ROUGH
AREA CLEAN-UP
FROM: Bob Komarinetz '
Director of Gol (+�
I have contacted Guettler.Construction Company to come out
to the golf course for a proposal to clean up the rough area with
some heavy equipment. This clean up work is necessary in order
to help keep golfer's moving at a much greater pace.
A chopper to remove palmettoes at $37.00 per hour and a
loader to have debris hauled away at $45.00 per hour is proposed.
Guettler Company estimates a total cost of between $3,500
and $4,000.
ON MOTION by Commissioner Eggert, SECONDED by Com-
missioner Wheeler, the Board unanimously added the
above matter to the agenda.
9
J UN 331 0 1987 BOOK 0 � Ka 6 16
JUN 3 0 1997
Bou 68 F,{ ,l r- 6'7 7
Commissioner Bird advised that there is some very heavy
palmetto growth right on the edge of the fairways, which makes it
very hard to locate balls and results in slowing up play on the
course considerably. Therefore, he and Golf Director Komarinetz
feel the clean up work described above is warranted. The work is
estimated not to exceed $4,000, and there are funds left to cover
this.
ON MOTION by Commissioner Eggert, SECONDED by Com-
missioner Bird, the Board unanimously authorized
the above described work to be done by Guettler
Construction Company at a cost not to exceed $4,000.
There being no further business, on Motion duly made,
seconded and carried, the Board adjourned at 9:35 o'clock A.M.
ATTEST:
Clerk
10
_ � c
Chairman