AGENDA

 

MEETING OF THE

STATE BOARD OF ADMINISTRATION

(Contact Person: Dorothy Westwood - 488-4406)

THE CAPITOL

February 10, 1998

 

1. Approval of minutes of meeting held on January 21, 1998. (Att. #1)

 

2. APPROVAL OF FISCAL SUFFICIENCY OF NOT EXCEEDING $375,000,000 STATE OF FLORIDA, FULL FAITH AND CREDIT, STATE BOARD OF EDUCATION CAPITAL OUTLAY BONDS, 1998 SERIES A:

 

The State Board of Education of Florida has submitted for approval as to fiscal sufficiency a proposal to issue Not Exceeding $375,000,000 State of Florida, Full Faith and Credit, State Board of Education Capital Outlay Bonds, 1998 Series A (the "Bonds") for the purpose of financing the cost of capital outlay projects for school purposes in certain school districts and community college districts.

The State Board of Education is authorized to issue bonds pledging the full faith and credit of the State payable primarily from funds provided in Subsection (d) of Section 9 of Article XII of the Constitution of Florida, as amended (the "School Capital Outlay Amendment"), for the purpose of providing funds to finance capital outlay projects for school purposes in the manner provided therein, upon the application of the School Boards of the School Districts of the State, and the Boards of Trustees of the Community College Districts of the State.

 

The State Board of Education has heretofore pledged the State Motor Vehicle License Taxes distributable to the account of various School and Community College Districts, pursuant to said School Capital Outlay Amendment, to the payment of debt service on the Outstanding Capital Outlay Bonds, Series 1977-A, Series 1978-A, Series 1979-A, Series 1988-A, Series 1990-A and Series 1991-A heretofore issued which bonds constitute a prior lien on the State Motor Vehicle License Taxes.

 

The Outstanding Capital Outlay Bonds, 1992 Series A, 1992 Series B, 1994 Series A, 1995 Series A, 1996 Series A, 1996 Series B, and 1997 Series A heretofore issued and the Bonds proposed to be issued shall rank equally and be on a parity in all respects as to lien on and source and security for payment

AGENDA

February 10, 1998

Page two

 

from the State Motor Vehicle License Taxes distributable for the account of certain School Districts and Community College Districts in Florida, under the provisions of said School Capital Outlay Amendment.

 

A study of this proposal and the estimates of revenue expected to accrue from the Motor Vehicle License Taxes, indicate that the proposed Bonds and all other outstanding bonds having a lien on the Motor Vehicle License Taxes are fiscally sufficient and that the proposal will be executed pursuant to the applicable provisions of law.

 

RECOMMENDATION: It is recommended that the Board approve the fiscal sufficiency of the proposal outlined above. (Att. #2)

 

3. PROPOSED CHANGE IN THE TOTAL FUND INVESTMENT PLAN FOR THE FLORIDA RETIREMENT SYSTEM:

 

Consistent with the directive from our Trustees to divest tobacco holdings, the attached modification to our total fund investment plan was proposed at the October 8, 1997 IAC meeting. The single change is on page five, where the performance benchmark for Domestic Equities is changed from the Wilshire 2500 to the Wilshire 2500 excluding tobacco-related companies.

 

For performance measurement purposes, the change was recommended to take effect retroactively to June 1997, the month in which the bulk of the divestitures occurred.

 

For your information the attached memo from Karen Matthews dated September 17, 1997 delineates the 16 specific companies to be excluded. (Att. #3)

 

4. REPORTS BY THE EXECUTIVE DIRECTOR:

 

Submitted for information and review are the investment performance and fund balance analysis for the months of November and December 1997. (Att. #4)

 

 

 

 

 

 

AGENDA

February 10, 1998

Page three

 

5. INLAND PROTECTION FINANCING CORPORATION:

 

The Inland Protection Financing Corporation requests that the Trustees, in their capacities as directors, hold a Board of Directors meeting of the Inland Protection Financing Corporation. A board meeting is necessary to report

the award of $253,335,000 Inland Protection Financing Corporation Special Obligation Bonds, Series 1997. (Exhibit 1)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MEETING OF THE INLAND PROTECTION FINANCING CORPORATION

The Capitol

February 10, 1998

 

The Inland Protection Financing Corporation requests that the Trustees, in their capacities as directors, hold a Board of Directors meeting of the Inland Protection Financing Corporation. A board meeting is necessary to report the award of $253,335,000 Inland Protection Financing Corporation Special Obligation Bonds, Series 1997.

 

1. The Executive Director will call Virginia Wetherell, Secretary of the Department of Environmental Protection, and Keith Carswell, Chairman of the Black Business Investment Board, to the podium and requests the Governor to call the Board of Directors meeting of the Corporation to order.

 

2. Report of award of $253,335,000 Inland Protection Financing Corporation Special Obligation Bonds, Series 1997, to the low bidder for such bonds.

 

The Inland Protection Financing Corporation was authorized to receive bids for these bonds and award them to the low bidder, by resolution adopted by the Board of Directors of the Inland Protection Financing Corporation. Bids for the bonds were received at the office of the Division of Bond Finance at 12:00 noon, Wednesday, January 21, 1998, and the bonds were awarded to Morgan Stanley & Co., Inc., which submitted a bid at an annual true interest cost rate of 4.0097%. The bonds are scheduled to be delivered on February 11, 1998.

 

A report and tabulation of bids received is attached. (Att. #1)

3. There being no further business, motion and second and adjourn the meeting.

 

 

 

 

 

 

 

 

 

 

 

EXHIBIT 1