HomeMy WebLinkAbout2015-094EXECUTION COPY
RESOLUTION NO. 2015 - 01 `i
RESOLUTION OF THE BOARD OF COUNTY
COMMISSIONERS OF INDIAN RIVER COUNTY, FLORIDA
AMENDING AND SUPPLEMENTING RESOLUTION NO. 93-
80 OF THE COUNTY, AS PREVIOUSLY AMENDED AND
SUPPLEMENTED; AUTHORIZING THE ISSUANCE OF
$7,171,000 IN PRINCIPAL AMOUNT OF ITS WATER AND
SEWER REVENUE REFUNDING NOTE, SERIES 2015, IN
ORDER TO REFUND A PORTION OF THE COUNTY'S
WATER AND SEWER REVENUE REFUNDING BONDS,
SERIES 2005; MAKING CERTAIN OTHER COVENANTS
AND AGREEMENTS IN CONNECTION WITH THE
ISSUANCE OF SUCH NOTE; PROVIDING CERTAIN TERMS
AND DETAILS OF SUCH NOTE, INCLUDING
AUTHORIZING THE SALE OF SAID NOTE TO WHITNEY
BANK D/B/A HANCOCK BANK; APPOINTING THE PAYING
AGENT AND REGISTRAR WITH RESPECT TO SAID NOTE;
AUTHORIZING THE DELIVERY OF A DIRECTION
LETTER REGARDING THE REFUNDING; AND PROVIDING
AN EFFECTIVE DATE.
BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF INDIAN
RIVER COUNTY, FLORIDA, as follows:
SECTION 1. FINDINGS. It is hereby found and determined that:
(A) On April 13, 1993, the Board of County Commissioners of Indian River County,
Florida (the "County" or "Issuer") duly adopted Resolution No. 93-80, which was amended and
supplemented by Resolution No. 2005-021, adopted February 15, 2005 and Resolution No. 118,
adopted July 21, 2009 (as amended and supplemented prior to the date hereof, the "Original
Resolution.")
(B) The Original Resolution, as amended and supplemented hereby, is referred to herein
as the "Bond Resolution."
(C) The Original Resolution provides for the issuance of Additional Parity Bonds, upon
meeting the requirements set forth in the Original Resolution.
(D) The County deems it to be in the best interests of its citizens and taxpayers to issue its
Water and Sewer Revenue Refunding Note, Series 2015 (the "Series 2015 Note") for the purpose of
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refunding $7,105,000 in aggregate principal amount of the County's Water and Sewer Revenue
Refunding Bonds, Series 2005 (the "Refunded Bonds"). The remaining Series 2005 Bonds will be
defeased and redeemed by the County from legally available revenues on or prior to the date of
issuance of the Series 2015 Note. Other than the Series 2005 Bonds and the County's Water and
Sewer Revenue Bonds, Series 2009, no indebtedness is currently outstanding and secured by the
Pledged Funds (as defined in the Original Resolution).
(E) Except as expressly provided herein, the covenants, pledges and conditions in the
Original Resolution shall be applicable to the Series 2015 Note herein authorized, and said Series
2015 Note shall constitute a "Bond" within the meaning of the Original Resolution.
(F) The principal of and interest on the Series 2015 Note and all required sinking fund,
reserve and other payments shall be limited obligations of the County, payable solely from the
Pledged Funds as provided in the Bond Resolution. The Series 2015 Note shall not constitute a
general obligation, or a pledge of the faith, credit or taxing power of the County, the State of Florida,
or any political subdivision thereof, within the meaning of any constitutional or statutory provisions.
Neither the State of Florida, nor any political subdivision thereof, nor the County shall be obligated
(1) to exercise its ad valorem taxing power in any form on any real or personal property of or in the
County to pay the principal of the Series 2015 Note, the interest thereon, or other costs incidental
thereto or (2) to pay the same from any other funds of the County except from the Pledged Funds, in
the manner provided in the Bond Resolution.
(G) The Original Resolution provides that Bonds such as the Series 2015 Note shall
mature on such dates and in such amounts, shall bear such rates of interest, shall be payable in such
places and shall be subject to such redemption provisions as shall be determined by Supplemental
Resolution adopted by the County; and it is now appropriate that the County determine such terms
and details.
(H) It is hereby found and determined that the Series 2015 Note to be issued by the
County is in a relatively small aggregate principal amount and is for the purpose of financing the
refunding of the Refunded Bonds, and thus constitutes debt not readily marketable at public sale. A
public sale of the Series 2015 Note is therefore found to be impractical in the prevailing bond
market, and protection of the public interest necessitates the approval of a negotiated sale of the
Series 2015 Note directly to the registered owner of the Series 2015 Note (the "Noteholder"). No
underwriter or consultant has dealt with the County and no official statement or prospectus of the
County was utilized concerning the issuance and sale of the Series 2015 Note.
SECTION 2. AUTHORITY FOR THIS SUPPLEMENTAL RESOLUTION. This
Supplemental Resolution is adopted pursuant to Section 17(P) of Resolution 93-80, the provisions of
the Act (as defined in the Original Resolution) and other applicable provisions of law. When used in
this Supplemental Resolution, the terms defined in the Original Resolution shall have the meanings
therein stated, except as set forth below.
0)
SECTION 3. AUTHORIZATION AND DESCRIPTION OF THE SERIES 2015
NOTE. (A) The County hereby determines to issue a series of Bonds in the aggregate principal
amount of $7,171,000, to be known as its "Water and Sewer Revenue Refunding Note, Series 2015,"
for the principal purpose of refunding the Refunded Bonds. The Series 2015 Note shall be deemed a
single Series of Bonds for purposes of the Bond Resolution. All of the covenants, provisions and
protection of the Bond Resolution afforded to an owner of Bonds issued thereunder shall be afforded
the Noteholder.
(B) The Series 2015 Note shall be dated the day of its delivery, shall be issued as a fully
registered Note; shall bear interest from its date of delivery, payable semi-annually, on March I and
September I of each year, commencing on March 1, 2016, at the rate of 1.65% per annum, subject to
adjustment as set forth in paragraph (C) below, and shall be repayable on the dates and in the
amounts as set forth below:
Year
Principal
(September 1)
Amount
2016
$973,000
2017
992,000
2018
1,007,000
2019
1,025,000
2020
1,042,000
2021
1,058,000
2022
1,074,000
For purposes of the payment of principal on the Series 2015 Note, the Series 2015 Note will
be deemed a "Tenn Bond" under the Original Resolution with amortization installments equal to the
principal amounts described above. The Series 2015 Note shall be issued initially in the single
denomination of $7,171,000. Interest on the Series 2015 Note shall be calculated on a 360 -day year
consisting of twelve thirty -day months. The form of the Series 2015 Note shall be as set forth in
Exhibit A attached hereto.
(C) If a "Determination of Taxability" (as defined below) shall occur, then the interest on
the Series 2015 Note shall be adjusted to cause the yield on the Series 2015 Note, after payment of
any increase in tax, to equal what the yield on the Series 2015 Note would have been in the absence
of such Determination of Taxability, not to exceed 2.12% per annum.
For purposes hereof, "Determination of Taxability" means the circumstance of the interest on
the Series 2015 Note becoming includable for federal income tax purposes in the gross income of the
Noteholder as a result of actions or inaction by the Issuer. A Determination of Taxability will be
deemed to have occurred upon (i) the receipt by the Issuer or the Noteholder of an original or a copy
of an Internal Revenue Service Technical Advice Memorandum or Statutory Notice of Deficiency;
(ii) the issuance of any public or private ruling of the Internal Revenue Service; or (iii) receipt by the
Issuer or Noteholder of an opinion of counsel experienced in tax matters relating to municipal bonds,
in each case to the effect that the interest on the Series 2015 Note is not excluded from the gross
income of the Noteholder for federal income tax purposes.
The above adjustments shall be cumulative, but in no event shall the interest on the Series
2015 Note exceed the maximum permitted by law. The above adjustments to the interest rate on the
Series 2015 Note shall be effective for all periods during which tax treatment of the interest on the
Series 2015 Note by the Noteholder is affected. Proper partial adjustment shall be made if the tax
law change is effective after the first day of the Noteholder's tax year or if the interest on the Series
2015 Note does not accrue for the entire tax year of the Noteholder. Adjustments which create a
circular calculation because the interest on the Series 2015 Note is affected by the calculation shall
be carried out sequentially, increasing the interest on the Series 2015 Note accordingly in each
successive calculation using as the new value the increase in the interest rate on the Series 2015
Note, until the change in the interest rate to the Noteholder caused by the next successive calculation
of the adjustment is de minimis.
The Noteholder shall promptly notify the Issuer in writing of any adjustment to the interest
rate as required above. The Noteholder shall certify to the Issuer in writing the additional amount, if
any, due to the Noteholder as a result of an adjustment in the interest rate pursuant hereto.
(D) The Series 2015 Note shall be subject to optional redemption prior to maturity, in
whole at any time or in part on any September 1, and if in part in inverse order of scheduled principal
installment, upon ten (10) calendar days' prior written notice by the Issuer to the Noteholder, at a
price equal to 100% of the principal amount thereof to be redeemed, plus accrued interest to the
redemption date; provided that any redemption in part shall be in a multiple of $1,000.
(E) Payment of interest on and principal of the Series 2015 Note shall be made to the
registered owner thereof and shall be paid by check or draft of the Paying Agent to the Noteholder in
whose name the Series 2015 Note is registered at the close of business on the 15th day of the month
(whether or not a business day) next preceding the interest payment date. All payments shall be
made in accordance with and pursuant to the terms of the Bond Resolution and the Series 2015 Note
and shall be payable in any coin and currency of the United States of America which, at the time of
payment, is legal tender for the payment of public or private debts. After retirement of the Series
2015 Note, the Noteholder shall return the original thereof to the County for cancellation.
(F) Upon and during the continuance of an Event of Default, the Series 2015 Note shall
bear interest at the Default Rate until all amounts then due under the Series 2015 Note are paid in
full. The "Default Rate" shall be the lesser of 6% per annum or any statutory maximum imposed by
the State of Florida.
SECTION 4. AUTHORIZATION OF REFUNDING OF REFUNDED BONDS. The
refunding of the Refunded Bonds is hereby authorized by the County.
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SECTION 5. APPLICATION OF SERIES 2015 NOTE PROCEEDS. The proceeds
derived from the sale of the Series 2015 Note shall, simultaneously with the delivery of the Series
2015 Note to the original purchaser thereof, be applied by the County as follows:
(A) A sufficient amount of Series 2015 Note proceeds shall be used to pay all costs and
expenses in connection with the preparation, issuance and sale of the Series 2015 Note, including,
without limitation, the fees and expenses of accountants, attorneys and financial advisors, to those
persons who shall be entitled to receive the same.
(B) The remainder of the proceeds of the Series 2015 Note shall be transferred to The
Bank of New York Mellon Trust Company, N.A., paying agent for the Refunded Bonds (the
"Refunded Bonds Paying Agent") pursuant to the Direction Letter described below and applied to the
refunding of the Refunded Bonds.
SECTION 6. SALE OF THE SERIES 2015 NOTE. The Series 2015 Note shall be sold to
Whitney Bank d/b/a Hancock Bank at a price of par, based on a principal amount of $7,171,000, and
the Chairman and Clerk of the Board are authorized and directed to execute any purchase contract or
commitment letter and deliver the same to Whitney Bank dfblal Hancock Bank.
SECTION 7. APPOINTMENT OF REGISTRAR AND PAYING AGENT. The
Registrar and Paying Agent for the Series 2015 Note shall be the Clerk.
SECTION 8. RESERVE ACCOUNT REQUIREMENT. Amounts held in the Reserve
Account for the benefit of the Refunded Bonds shall, upon the issuance of the Series 2015 Note,
remain in of the Reserve Account in satisfaction of the Reserve Account Requirement applicable to
the Series 2015 Note, with any excess remaining in the Reserve Account above the Reserve Account
Requirement for all Bonds outstanding under the Bond Resolution transferred free and clear to the
County. At such date as the County's Water and Sewer Revenue Bonds, Series 2009 are no longer
outstanding, the Reserve Account Requirement with respect to the Series 2015 Note shall be zero,
amounts on deposit in the Reserve Account will be released to the County, and the Series 2015 Note
will not be secured by the Reserve Account.
SECTION 9. CONSENTS AND APPROVALS. When under the Bond Resolution the
consent or approval of the Bond Insurer is required for the taking of any action, the consent of the
Noteholder shall also be required. The County shall be entitled to provide similar authority to any
purchaser of Additional Parity Bonds under the Bond Resolution.
SECTION 10. REFUNDING DIRECTION LETTER. The County hereby authorizes
and directs the Chairman to deliver to the Refunded Bonds Paying Agent a refunding direction letter
(the "Direction Letter"), in substantially the form attached hereto as Exhibit B, with such
modifications and changes as approved by the Chairman, approval to be presumed by his execution
thereof. On or before the issuance of the Series 2015 Note, the County shall deliver funds and
instructions to the Refunded Bonds Paying Agent sufficient to redeem the series 2005 Bonds.
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SECTION 11. ADDITIONAL COVENANTS. In addition to the covenants and
restrictions provided in the Original Resolution, so long as the Series 2015 Note is outstanding, the
Issuer hereby agrees to the following additional covenants and restrictions:
(A) The County agrees to reimburse the Noteholder (or its agent, receiver, trustee or other
representative) for all reasonable legal and collection costs in connection with the exercise of the
Noteholder's remedies or the collection of payments on the Series 2015 Note upon the occurrence of
an Event of Default under the Bond Resolution.
(B) The County agrees to notify the Noteholder promptly if an Event of Default under the
Bond Resolution should occur.
(C) The failure to pay principal of or interest on any Bonds, including the Series 2015
Note, or the violation of any covenant contained in the Bond Resolution shall constitute an event of
default under the Bond Resolution pursuant to which the Noteholder shall be entitled to pursue
remedies as set forth in Section 17(L) of the Original Resolution. The County agrees that no other
Bonds outstanding under the Bond Resolution shall contain a right to accelerate payment of amounts
due with respect thereto unless a similar right is also granted to the Noteholder.
(D) The County agrees to provide to the Noteholder, at no cost to the Noteholder, (i)
within 180 days of the end of the County's Fiscal Year, a copy of its audited financial statements;
(ii) its annual operating budget (if requested by the Noteholder), and (iii) such other financial
information as the Noteholder shall reasonably request.
SECTION 12. TRANSFER OF THE SERIES 2015 NOTE. The transfer of the Series
2015 Note shall be only in denominations of $100,000, and shall be restricted to Permitted Lenders.
A "Permitted Lender" shall mean any bank, trust company, savings institution, finance or leasing
company, or insurance company that is engaged as a regular part of its business in making loans and
is authorized to do business in the State.
SECTION 13. GENERAL AUTHORITY. The members of the Board of County
Commissioners of the County and the officers, attorneys and other agents or employees of the
County and the Clerk are hereby authorized to do all acts and things required of them by this
Supplemental Resolution or the Original Resolution, or desirable or consistent with the requirements
hereof or the Original Resolution, for the full punctual and complete performance hereof or thereof.
Each member, employee, attorney and officer of the County is hereby authorized and directed to
execute and deliver any and all papers and instruments and to be and cause to be done any and all
acts and things necessary or proper for carrying out the transactions contemplated hereunder. The
Chairman and/or the Clerk are hereby authorized to execute such tax forms or agreements as shall be
necessary to effect the transactions contemplated hereby.
SECTION 14. ORIGINAL RESOLUTION TO CONTINUE IN FORCE. Except as
herein expressly provided, the Original Resolution and all the terms and provisions thereof, including
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the covenants contained therein, are and shall remain in full force and effect and applicable to the
Series 2015 Note.
SECTION 15. SEVERABILITY AND INVALID PROVISIONS. If any one or more of
the covenants, agreements or provisions herein contained shall be held contrary to any express
provision of law or contrary to the policy of express law, even though not expressly prohibited, or
against public policy, or shall for any reason whatsoever be held invalid, then such covenants,
agreements or provisions shall be null and void and shall be deemed separable from the remaining
covenants, agreements or provisions and shall in no way affect the validity of any of the other
covenants, agreements or provisions hereof or the Series 2015 Note issued hereunder.
SECTION 16. EFFECTIVE DATE. This Supplemental Resolution shall become effective
immediately upon its adoption.
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The resolution was moved for adoption by Commissioner Solari, and the motion was
seconded by Commissioner Flescher, and, upon being put to a vote, the vote was as follows:
Chairman Wesley S. Davis AYE
Vice Chairman Bob Solari AYE
Commissioner Peter D. O'Bryan AYE
Commissioner Joseph E. Flescher AYE
Commissioner Tim Zorc AYE
The Chairman thereupon declared the resolution duly passed and adopted this 18th day of
August, 2015.
.• ..- 0
(SEAL)
.��.' oQ ;
•• FR COUNT•,..•
ATTEST: Jeffrey R. Smith, Clerk of Court
and Comptroller
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Approved as to Form:
4ylan Reingold, County Attorney
BOARD OF COUNTY COMMISSIONERS OF
INDIAN RIVER COUNTY, FLORIDA
B
Wesley S. Da is, Chairman
S-1
Attest: Jeffrey R. Smith, Clerk of
Circuit Court and Comptroller
epu Jerk
EXHIBIT A
FORM OF SERIES 2015 NOTE
No. R-1 $7,171,000
UNITED STATES OF AMERICA
STATE OF FLORIDA
INDIAN RIVER COUNTY, FLORIDA
WATER AND SEWER REVENUE REFUNDING NOTE,
SERIES 2015
Interest Rate Maturily Date Date of Original Issue
1.65%* September 1, 2022 August 27, 2015
Registered Holder: Whitney Bank d/b/a Hancock Bank
Principal Amount: SEVEN MILLION ONE HUNDRED SEVENTY-ONE THOUSAND
DOLLARS
KNOW ALL MEN BY THESE PRESENTS, that Indian River County, a political
subdivision of the State of Florida (the "Issuer"), for value received, hereby promises to pay, solely
from the Pledged Funds hereinafter described, to the Registered Holder identified above, or
registered assigns as hereinafter provided, on the Maturity Date identified above, the Principal
Amount identified above and to pay interest on such Principal Amount from the Date of Original
Issue identified above or from the most recent interest payment date to which interest has been paid
at the Interest Rate per annum identified above on March 1 and September 1 of each year,
commencing March 1, 2016, until such Principal Amount shall have been paid, except as the
provisions hereinafter set forth with respect to redemption prior to maturity may be or become
applicable hereto.
Payment of the Principal Amount of this Note shall be due as follows:
Year
Principal
(September 1)
Amount
2016
$973,000
2017
992,000
2018
1,007,000
2019
1.025,000
2020
1,042,000
2021
1,058,000
2022
1,074,000
*Subject to adjustment as set forth in the Resolution.
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Interest on this Note shall be calculated on a 360 -day year consisting of twelve 30 -day
months.
Such Principal Amount and interest and the premium, if any, on this Note are payable in any
coin or currency of the United States of America which, on the respective dates of payment thereof,
shall be legal tender for the payment of public and private debts. Payment of each installment of
interest and principal shall be made to the person in whose name this Note shall be registered on the
registration books of the Issuer maintained by the Clerk of the Circuit Court, ex officio Clerk of the
Board of County Commissioners of Indian River County, Florida, as Registrar and Paying Agent, at
the close of business on the date which shall be the fifteenth day (whether or not a business day) of
the calendar month next preceding each interest payment date and shall be paid by a check or draft of
such Paying Agent mailed to such Registered Holder at the address appearing on such registration
books or, at the option of such Paying Agent, and at the request of such Registered Holder, by bank
wire transfer for the account of such Holder. After the final payment on this Note, the Holder agrees
to return this Note to the Issuer for cancellation.
This Note is issued for the purpose of refunding a portion of the Issuer's Water and Sewer
Revenue Refunding Bonds, Series 2005 under the authority of and in full compliance with the
Constitution and laws of the State of Florida, Chapter 125, Florida Statutes, and other applicable
provisions of law (collectively, the "Act"), and a resolution duly adopted by the Issuer on April 13,
1993, as previously amended and supplemented (the "Original Resolution") and as further amended
and supplemented by a Resolution adopted on August 18, 2015 (the "2015 Note Resolution",
collectively with the Original Resolution, the "Bond Resolution"), and is subject to all the terms and
conditions of the Bond Resolution. This Note is a "Bond" for purposes of the Bond Resolution.
This Note and the interest hereon are payable solely from and secured by a lien upon and a
pledge of the Net Revenues of the County's Water and Sewer System and amounts on deposit in the
Sinking Fund, the Bond Amortization Account and the Reserve Account established under the Bond
Resolution, together with any other receipts, revenues and funds pledged thereunder (collectively, the
"Pledged Funds"). The lien upon and pledge of the Pledged Funds is on a parity with that of the
Issuer's Water and Sewer Revenue Bonds, Series 2009, and with any Additional Parity Bonds issued
pursuant to the Bond Resolution.
It is expressly agreed by the Registered Holder of this Note that the full faith and credit of the
Issuer, the State of Florida, or any political subdivision or agency thereof, are not pledged to the
payment of the principal of, premium, if any, and interest on this Note and that such Holder shall
never have the right to require or compel the exercise of any taxing power of the agency thereof, to
the payment of such principal, premium, if any, and interest. This Note and the obligation evidenced
hereby shall not constitute a lien upon any property of the Issuer, but shall constitute a lien only on,
and shall be payable solely from, the Pledged Funds.
This Note is subject to redemption prior to maturity, in whole at any time or in part on any
September 1, and if in part in inverse order of scheduled principal installment, upon ten (10) calendar
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days' prior written notice by the Issuer to the Holder, at a price equal to 100% of the principal amount
thereof to be redeemed, plus accrued interest to the redemption date; provided that any redemption in
part shall be in a multiple of $1,000.
Neither the members of the Issuer nor any person executing this Note shall be liable
personally hereon or be subject to any personal liability or accountability by reason of the issuance
hereof.
The transfer of this Note is registrable in accordance with the terms of the Bond Resolution
only upon the books of the Issuer kept for that purpose at the principal corporate trust office of the
Registrar by the Registered Holder hereof in person or by his attorney duly authorized in writing,
upon the surrender of this Note together with a written instrument of transfer satisfactory to the
Registrar duly executed by the Registered Holder or his attorney duly authorized in writing, and
thereupon a new Note in the same aggregate principal amount shall be issued to the transferee in
exchange therefor, and upon the payment of the charges, if any, therein prescribed; subject, however,
to certain restrictions on the transfer hereof set forth in the Bond Resolution. For every such
exchange or registration of transfer, the Issuer or the Registrar may make a charge sufficient to
reimburse it for any tax, fee, expense or other governmental charge required to be paid with respect
to such exchange or registration of transfer. The Note is issuable in the form of one fully registered
Note in the denomination of $7,171,000, or such lesser amount resulting from a transfer hereof, but
in such case in denominations of not less than $100,000. The Issuer, the Registrar and any Paying
Agent may treat the Registered Holder of this Note as the absolute owner hereof for all purposes,
whether or not this Note shall be overdue, and shall not be affected by any notice to the contrary.
The Issuer and the Registrar shall not be obligated to make any exchange or transfer of this Note
during the fifteen (15) days next preceding an interest payment date or, in the case of any proposed
redemption of this Note, then during the fifteen (15) days next preceding the date of the first mailing
of notice of such redemption.
Reference to the Bond Resolution and any and all resolutions supplemental thereto and
modifications and amendments thereof and to the Act is made for a description of the pledge and
covenants securing this Note, the nature, manner and extent of enforcement of such pledge and
covenants, and the rights, duties, immunities and obligations of the Issuer.
It is hereby certified and recited that all acts, conditions and things required to exist, to
happen and to be performed precedent to and in the issuance of this Note, exist, have happened and
have been performed, in regular and due form and time as required by the laws and Constitution of
the State of Florida applicable thereto, and that the issuance of this Note does not violate any
constitutional or statutory limitations or provisions.
This Note shall not be valid or become obligatory for any purpose until the certificate of
authentication hereon shall have been signed by the Registrar.
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IN WITNESS WHEREOF, the Board of County Commissioners of Indian River County,
Florida has issued this Note and has caused the same to be executed by the manual or facsimile
signature of its Chairman, and by the manual or facsimile signature of its Clerk and its official seal or
a facsimile thereof to be affixed or reproduced hereon, all of the 27h day of August, 2015.
(SEAL)
ATTEST: Jeffrey R.
and Comptroller
of Court
INDIAN RIVER COUNTY, FLORIDA
Wesley S. D , Chairman, Board of County
Commissioners
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Attest: Jeffrey R. Smith, Clerk of
Circuit Court and Comptroller
sy
Depu
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned sells, assigns and transfers unto
Insert Social Security or Other
Identifying Number of Assignee
(Name and Address of Assignee)
the within Note and does hereby irrevocably constitute and appoint ,
as attorneys to register the transfer of the said Note on the books kept for registration thereof with
full power substitution in the premises.
Dated:
Signature guaranteed:
NOTICE: Signature(s) must be guaranteed by NOTICE: The signature to this assignment
a member firm of the New York Stock Exchange must correspond with the name of the Registered
or a commercial bank or trust company. Holder as it appears upon the face of the within
Note in every particular, without alteration or
enlargement or any change whatever and the
Social Security or other identifying number of
such assignee must be supplied.
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The following abbreviations, when used in the inscription on the face of the within Note,
shall be construed as though they were written out in full according to applicable laws or regulations:
TEN COM -- as tenants in common
TEN ENT -- as tenants by the entireties
JT TEN -- as joint tenants with right of survivorship
and not as tenants in common
UNIF TRANS MIN ACT --
Custodian for
under Uniform Transfers to Minors Act of
(Cust.)
(State)
Additional abbreviations may also be used though not in list above.
:e
CERTIFICATE OF AUTHENTICATION
This Note is of the Issue described in the within -mentioned Resolution.
DATE OF AUTHENTICATION: August 27, 2015
Mard of County Commissioners of
River County, Florida
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EXHIBIT B
FORM OF REFUNDING DIRECTION LETTER
REFUNDING DIRECTION LETTER
Of even date herewith, Indian River County, Florida (the "County") is (a) delivering to
The Bank of New York Mellon Trust Company, N.A., as paying agent (the "Refunded Bonds
Paying Agent") for the County's Water and Sewer Revenue Refunding Bonds, Series 2005 (the
"Series 2005 Bonds") $8,998,948.44 in immediately available funds and (b) causing to be
delivered from Whitney Bank d/b/a Hancock Bank, as purchaser of the County's Water and
Sewer Revenue Refunding Note, Series 2015, to the Refunded Bonds Paying Agent
$7,293,247.81 in immediately available funds, all for the purpose of redeeming and paying in
full the Series 2005 Bonds on September 28, 2015. In connection therewith, the Refunded
Bonds Paying Agent is directed to:
1. Hold the amounts received as described above in the Debt Service Fund established
for the Series 2005 Bonds uninvested, in trust solely for the benefit of the Series 2005
Bonds.
2. Call the Series 2005 Bonds for redemption on September 28, 2015 and apply the
proceeds received as described above to pay the principal amount thereof, plus
accrued interest to said redemption date, as well as to pay the scheduled September 1,
2015 principal and interest payment due on the Series 2005 Bonds.
3. Provide notice to the County of the completion of the redemption of said Series 2005
Bonds.
4. Transfer any excess funds remaining after the redemption of the Series 2005 Bonds to
the County.
(signatures on following page)
IN WITNESS WHEREOF, I have hereunto set my hand this 27`" day of August, 2015.
INDIAN RIVER COUNTY, FLORIDA
Wesley S. Davis, Chairman, Board of
County Commissioners
BCC approval: August 18, 2015
ATTEST: Jeffrey R. Smith, Clerk of Court
and Comptroller
Deputy Clerk
The undersigned hereby accepts the direction
set forth above and certifies that it has received
$16,292,196.25 in immediately available funds
from and on behalf of the County.
THE BANK OF NEW YORK
MELLON TRUST COMPANY, N.A.
Authorized Officer