Notice of Funding Availability for Applications for Credit Assistance Under the Transportation Infrastructure Finance and Innovation Act (TIFIA) Program; Clarification of TIFIA Selection Criteria; and Request for Comments on Potential Implementation of Pilot Program To Accept Upfront Payments for the Entire Subsidy Cost of TIFIA Credit Assistance, 63497-63501 [E9-28860]
Download as PDF
Federal Register / Vol. 74, No. 231 / Thursday, December 3, 2009 / Notices
the Commission were held on October
23–24, 2006, in Santiago, Chile.
At the fourth Council meeting held on
April 24, 2008, in Santiago, Chile, the
Council discussed the implementation
of Chapter 19 of the FTA with respect
to public participation, progress reports
on the eight cooperative projects under
Chapter 19, implementation of the
2005–2006 Work Program, and
elaboration of the 2007–2008 Work
Program. At that meeting the Trade and
Environment Policy Advisory
Committee and Chile’s Advisory
Committee held the first ever exchange
between FTA-related trade and
environment advisory committees.
At the upcoming fifth meeting of the
Council, the Council will review the
status of implementation of Chapter 19
and receive reports on levels of
environmental protection (Article 19.1),
enforcement of environmental laws
(Article 19.2), opportunities for public
participation (Article 19.4), the
environment roster (Article 19.7),
procedural matters (Article 19.8) and
principles of corporate stewardship
(Article 19.10). The Council will also
assess the progress of projects outlined
in Annex 19.3, the roles and activities
of the Trade and Environment Policy
Advisory Committee and the public
advisory committee that advises the
Chilean government on trade and
environment policy issues, and the
2009–2010 Work Program Pursuant to
the ECA. At its third meeting, the
Commission, during a Joint Public
Session with the Council, will receive
reports on progress of implementing the
2007–2008 ECA Work Program and
review and approve a new work
program. At these meetings, the Council
and Commission will also consider
recommendations for future bilateral
environmental cooperation. The public
is advised to refer to the State
Department Web site at https://
www.state.gov/g/oes/env/trade/chile/
index.htm and the USTR Web site at
https://www.USTR.gov for further
information.
Dated: November 30, 2009.
Willem H. Brakel,
Acting Director, Office of Environmental
Policy, Department of State.
[FR Doc. E9–28877 Filed 12–2–09; 8:45 am]
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BILLING CODE 4710–09–P
DEPARTMENT OF STATE
[Public Notice: 6803]
Policy on Review Time for License
Applications
AGENCY:
Department of State.
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ACTION:
Notice.
In National Security Presidential
Directive–56, Defense Trade Reform,
signed January 22, 2008, the Department
of State was directed to complete the
review and adjudication of license
applications within 60 days of receipt,
except in cases where national security
exceptions apply. The President further
directed that these exceptions be
published. A Federal Register notice
entitled ‘‘Policy on Review Time for
License Applications’’ was published on
April 15, 2008 (73 FR 20357) stating five
national security exceptions.
Experience in the last nineteen
months has indicated that a sixth
exception is required. It has been noted
in reviews that events may require the
Department of State to initiate a review
of an established export policy relevant
to license applications. By the nature of
the established deadline, this might
result in cases that have been
approvable before the review being
returned without action to the applicant
while the review is ongoing.
Enforcement of the deadline without
being able to account for these
situations might result in another
applicant’s license, submitted after the
first license but that had not reached the
60-day deadline, being approved once
the review is complete; inadvertently
creating an unlevel playing field. As
such, the Directorate of Defense Trade
Controls has added a sixth exception to
account for this issue. In accordance
with NSPD–56, the following six
national security exceptions are
applicable:
(1) When a Congressional Notification
is required: The Arms Export Control
Act Section 36 (c) and (d) and the
International Traffic in Arms
Regulations, 22 CFR 123.15, requires a
certification be provided to Congress
prior to granting any license or other
approval for transactions, if it meets the
requirements identified for the sale of
major defense equipment, manufacture
abroad of significant military
equipment, defense articles and
services, or the re-transfer to other
nations. Notification thresholds differ
based on the dollar value, countries
concerned and defense articles and
services.
(2) Required Government Assurances
have not been received. These would
include, for example, Missile
Technology Control Regime Assurances,
and Cluster Munitions assurances.
(3) End-use Checks have not been
completed. (Commonly referred to as
‘‘Blue Lantern’’ checks. End-use checks
are key to the U.S. Government’s
prevention of illegal defense exports
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and technology transfers, and range
from simple contacts to verifying the
bona fides of a transaction to physical
inspection of an export.)
(4) The Department of Defense has not
yet completed its review.
(5) A Waiver of Restrictions is
required. (For example, a sanctions
waiver.)
(6) When a related export policy is
under active review and pending final
determination by the Department of
State.
Dated: November 23, 2009.
Robert S. Kovac,
Acting Deputy Assistant Secretary for Defense
Trade, Bureau of Political Military Affairs,
Department of State.
[FR Doc. E9–28875 Filed 12–2–09; 8:45 am]
BILLING CODE 4710–25–P
DEPARTMENT OF TRANSPORTATION
Office of the Secretary of
Transportation
[Docket No. FHWA–2009–0123]
Notice of Funding Availability for
Applications for Credit Assistance
Under the Transportation
Infrastructure Finance and Innovation
Act (TIFIA) Program; Clarification of
TIFIA Selection Criteria; and Request
for Comments on Potential
Implementation of Pilot Program To
Accept Upfront Payments for the
Entire Subsidy Cost of TIFIA Credit
Assistance
AGENCY: Federal Highway
Administration (FHWA), Federal
Railroad Administration (FRA), Federal
Transit Administration (FTA), Maritime
Administration (MARAD), Office of the
Secretary of Transportation (OST), U.S.
Department of Transportation (DOT).
ACTION: Notice of Funding Availability;
Clarification of Selection Criteria;
Request for Comments.
SUMMARY: The DOT’s TIFIA Joint
Program Office (JPO) announces the
availability of a limited amount of
funding in fiscal year (FY) 2010 to
support new applications for credit
assistance. Under TIFIA, the DOT
provides secured (direct) loans, lines of
credit, and loan guarantees to public
and private applicants for eligible
surface transportation projects of
regional or national significance.
Projects must meet statutorily specified
criteria to be selected for credit
assistance.
Because demand for the TIFIA
program now exceeds budgetary
resources, the DOT hereby formally
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announces the suspension of the
program’s open application process and
the return to periodic fixed-date
solicitations that will establish a
competitive group of projects to be
evaluated against program objectives.
This notice outlines the process that
applicants must follow for Federal FY
2010.
Additionally, the DOT provides new
language clarifying its use of the TIFIA
selection criteria, incorporating explicit
consideration of these policy objectives:
livability, economic competitiveness,
safety, sustainability, and state of good
repair. Finally, in light of constrained
`
resources vis-a-vis demand for TIFIA
assistance, the DOT requests comments
regarding the potential implementation
of a pilot program to accept, from
qualified borrowers, an upfront fee
payment to offset the entire subsidy cost
of TIFIA credit assistance.
DATES: For consideration in the FY 2010
funding cycle, Letters of Interest must
be submitted by 4:30 p.m. EST on
December 31, 2009, using the revised
form on the TIFIA Web site: https://
tifia.fhwa.dot.gov/guide_apps/.
Applicants that have previously
submitted Letters of Interest must
restate them with additional
information as outlined below.
The application due date will be
established after consultation between
the TIFIA JPO and the applicant.
Comments regarding the potential
pilot program must be submitted by 4:30
p.m. EST on December 31, 2009. Latefiled comments will be considered to
the extent practicable.
ADDRESSES: Submit all Letters of Interest
to the attention of Mr. Duane Callender
via e-mail at: TIFIACredit@dot.gov.
Submitters should receive a
confirmation e-mail, but are advised to
request a return receipt to confirm
transmission. Only Letters of Interest
received via e-mail, as provided above,
shall be deemed properly filed.
Mail or hand deliver comments to the
U.S. Department of Transportation,
Dockets Management Facility, Room
PL–401, 1200 New Jersey Avenue, SE.,
Washington, DC 20590 or fax comments
to (202) 493–2251. Provide two copies
of comments submitted by mail or
courier. Alternatively, comments may
be submitted via the Federal
eRulemaking Portal at https://
www.regulations.gov. All comments
must include the docket number that
appears in the heading of this
document. All comments received will
be available for examination and
copying at the above address from 9
a.m. to 5 p.m., e.t., Monday through
Friday, except Federal holidays. Those
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desiring notification of receipt of
comments must include a selfaddressed, stamped postcard or you
may print the acknowledgment page
that appears after submitting comments
electronically. Anyone is able to search
the electronic form of all comments
received into any of our dockets by the
name of the individual submitting the
comment (or signing the comment, if
submitted on behalf of an association,
business, labor union, etc.). You may
review DOT’s complete Privacy Act
Statement in the Federal Register
published on April 11, 2000 (Volume
65, Number 70, Pages 19477–78).
FOR FURTHER INFORMATION CONTACT: For
further information regarding this notice
please contact Duane Callender via email at TIFIACredit@dot.gov or via
telephone at 202–366–9644. A TDD is
available at 202–366–7687. Substantial
information, including the TIFIA
Program Guide and application
materials, can be obtained from the
TIFIA Web site: https://
tifia.fhwa.dot.gov.
SUPPLEMENTARY INFORMATION:
the FHWA Office of Innovative Program
Delivery, has responsibility for
coordinating program implementation.
In 2005, Congress enacted the Safe,
Accountable, Flexible, Efficient
Transportation Equity Act: A Legacy for
Users (SAFETEA–LU) (Pub. L. 109–59,
119 Stat. 1144), which made a number
of amendments to TIFIA including
lowering the thresholds and expanding
eligibility for TIFIA credit assistance.
SAFETEA–LU authorized $122 million
annually from the Highway Trust Fund
(HTF) for fiscal years 2005 to 2009 in
TIFIA budget authority to pay the
subsidy cost of credit assistance. After
reductions for administrative expenses
and application of the annual obligation
limitation, TIFIA has approximately
$110 million available annually to
provide credit subsidy support to
projects. Although dependent on the
individual risk profile of each loan,
collectively, this budget authority
represents approximately $1.1 billion in
annual lending capacity. As detailed
below, the TIFIA JPO is able to provide
a limited amount of credit assistance to
new applicants in FY 2010.
Table of Contents
II. Eligible Projects
Highway, passenger rail, transit, and
intermodal projects (including
intelligent transportation systems) may
receive credit assistance under TIFIA.
Additionally, SAFETEA–LU expanded
eligibility to private rail facilities
providing public benefit to highway
users, and surface transportation
infrastructure modifications necessary
to facilitate direct intermodal transfer
and access into and out of a port
terminal. See the revised definition of
‘‘project’’ in 23 U.S.C. 601(a)(8) and
Chapter 3 of the TIFIA Program Guide
for a description of eligible projects.
I. Background
II. Eligible Projects
III. Types of Credit Assistance
IV. Threshold Requirements
V. Rating Opinions
VI. Letters of Interest and Applications
VII. Fees
VIII. Clarification of Selection Criteria
IX. Potential Pilot Program
I. Background
The Transportation Equity Act for the
21st Century (TEA–21), Public Law
105–178, 112 Stat. 107, 241, (as
amended by sections 1601–02 of Pub. L.
109–59) established the Transportation
Infrastructure Finance and Innovation
Act of 1998 (TIFIA), authorizing the
U.S. Department of Transportation
(DOT) to provide credit assistance in the
form of secured (direct) loans, lines of
credit, and loan guarantees to public
and private applicants for eligible
surface transportation projects. The
TIFIA regulations (49 CFR part 80)
provide specific guidance on the
program requirements.1 On January 5,
2001, at 65 FR 2827, the Secretary of
Transportation (Secretary) delegated to
the Federal Highway Administration
(FHWA) the authority to act as the
Executive Agent for the TIFIA program
(49 CFR 1.48(b)(6)). The TIFIA Joint
Program Office (JPO), a component of
1 The TIFIA regulations have not been updated to
reflect changes enacted in Public Law 109–59,
SAFETEA–LU. Where the statute and the regulation
conflict, the statute takes precedence. See the TIFIA
Program Guide for updated program information.
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III. Types of Credit Assistance
The DOT may provide credit
assistance in the form of secured (direct)
loans, lines of credit, and loan
guarantees. These types of credit
assistance are defined in 23 U.S.C. 601
and 49 CFR 80.3. Subject to certain
conditions, the TIFIA credit facility can
hold a subordinate lien on pledged
revenues. The maximum amount of
TIFIA credit assistance to a project is 33
percent of eligible project costs.
IV. Threshold Requirements
Projects seeking TIFIA assistance
must meet certain statutory threshold
requirements. Generally, the minimum
size for TIFIA projects is $50 million of
eligible project costs; however, the
minimum size for TIFIA projects
principally involving the installation of
an intelligent transportation system is
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$15 million. Each project seeking TIFIA
assistance must apply to the DOT, and
must satisfy the applicable state and
local transportation planning
requirements. Each application must
identify a dedicated revenue source to
repay the TIFIA loan, and each private
applicant must receive public approval
for its project as demonstrated by
satisfaction of the applicable planning
and programming requirements. These
eligibility requirements are detailed in
23 U.S.C. 602(a) and Chapter 3 of the
TIFIA Program Guide.
V. Rating Opinions
The senior debt obligations for each
project receiving TIFIA credit assistance
must obtain an investment grade rating
from at least one nationally recognized
credit rating agency, as defined in 23
U.S.C. 601(a)(10) and 49 CFR 80.3. If the
TIFIA credit instrument is proposed as
the senior debt, then it must receive the
investment grade rating.
To demonstrate this potential, each
application must include a preliminary
rating opinion letter from a credit rating
agency that addresses the
creditworthiness of the senior debt
obligations funding the project (for
example, those which have a lien senior
to that of the TIFIA credit instrument on
the pledged security) and the default
risk of the TIFIA credit instrument, and
that concludes there is a reasonable
probability for the senior debt
obligations to receive an investment
grade rating. This preliminary rating
opinion letter will be based on the
financing structure proposed by the
applicant. A project that does not
demonstrate the potential for its senior
obligations to receive an investment
grade rating will not be considered for
TIFIA credit assistance.
Letters of Interest submitted pursuant
to this notice do not need to include the
preliminary rating opinion letter. Only
those invited to submit applications will
be required to obtain the preliminary
rating opinion letter.
Each project selected for TIFIA credit
assistance must obtain an investment
grade rating on its senior debt
obligations (which may be the TIFIA
credit facility) and a revised opinion on
the default risk of the TIFIA credit
instrument before the FHWA will
execute a credit agreement and disburse
funds. More detailed information about
these TIFIA credit opinions and ratings
may be found in the Program Guide on
the TIFIA Web site at https://
tifia.fhwa.dot.gov/guide_apps/.
VI. Letters of Interest and Applications
Because the demand for credit
assistance now exceeds budgetary
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resources, it is no longer feasible for
DOT to maintain, as it has since 2002,
an open process whereby the TIFIA JPO
accepts applications on a ‘‘first come,
first serve’’ basis as defined by the
optimal schedule of the applicant.
Instead, pursuant to this notice, the
DOT returns to periodic fixed-date
solicitations that will establish a
competitive group of projects to be
evaluated against the TIFIA program
objectives.
Applicants seeking TIFIA credit
assistance for FY 2010 must submit a
Letter of Interest describing the project
fundamentals and addressing the TIFIA
selection criteria. For consideration in
the FY 2010 funding cycle, Letters of
Interest must be submitted by 4:30 p.m.
EST on December 31, 2009, using the
newly revised form on the TIFIA Web
site: https://tifia.fhwa.dot.gov/
guide_apps/. Applicants that have
previously submitted Letters of Interest
must restate them using the newly
revised form. For the purpose of
completing its evaluation, the TIFIA JPO
staff may contact an applicant regarding
specific information in the Letter of
Interest.
A public agency that seeks access to
TIFIA on behalf of multiple competitors
for a project concession must submit the
project’s Letter of Interest. Although the
public agency would not become the
TIFIA borrower, nor even have yet
identified the TIFIA applicant, it must
provide information sufficient for the
DOT to evaluate the project against the
TIFIA program objectives. The DOT will
not consider Letters of Interest from
entities that have not obtained rights to
develop the project.
After concluding its review of the
Letters of Interest, the DOT will invite
complete applications (including the
preliminary rating opinion letter and
detailed plan of finance) for the highestrated projects. The application due date
will be established after consultation
between the TIFIA JPO and the
applicant.
An invitation to apply for credit
assistance does not guarantee the DOT’s
approval, which will remain subject to
evaluation based on TIFIA’s statutory
credit standards and the successful
negotiation of all terms and conditions.
VII. Fees
There is no fee to submit a Letter of
Interest. Unless otherwise indicated in a
subsequent notice published in the
Federal Register, each invited applicant
must submit, concurrent with its
application, a non-refundable fee of
$50,000, an amount based on historical
costs incurred by the TIFIA JPO for
financial advisory services to help
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evaluate TIFIA applications. The FHWA
no longer accepts paper checks, so
payments should be made via ACH, at
https://www.pay.gov/paygov/forms/
formInstance.
html?agencyFormId=18446839. For
successful applicants, this fee will be
credited toward final payment of a
credit processing fee (also referred to as
a transaction fee), to be assessed at
financial close, to reimburse the TIFIA
JPO for actual financial and legal costs.
For projects that enter credit
negotiations, the DOT and the applicant
will execute a term sheet that, among
other conditions, will require the
borrower to pay at closing or, in the
event no final credit agreement is
reached, upon invoicing by the TIFIA
JPO, an amount equal to the actual costs
incurred by the TIFIA JPO in procuring
the assistance of outside financial
advisors and legal counsel through
execution of the credit agreement(s) and
satisfaction of all funding requirements
of those agreements. Typically, the
amount of this fee has ranged from
$200,000 to $300,000, although it has
been greater for projects that require
complex financial structures and
extended negotiations.
As described below, the DOT may
charge the borrower a supplemental
upfront fee to reduce the subsidy cost to
the Federal Government of providing
credit assistance. The subsidy cost
calculation, also described below, is
based on anticipated risk to the Federal
Government. This fee is paid by or on
behalf of the borrower at the DOT’s
point of obligation, usually at the
execution of the credit agreement.
The TIFIA JPO charges each borrower
an annual fee for loan servicing
activities associated with each TIFIA
credit instrument. The current fee,
adjusted annually per the Consumer
Price Index, is $11,500 per year.
Finally, the TIFIA credit agreements
will allow the TIFIA JPO to charge, as
incurred, a monitoring fee equal to its
costs of outside advisory services
required to assist the TIFIA JPO to
modify or enforce the agreement.
Applicants may not include any of the
fees described above—or any expenses
associated with the application process
(such as charges associated with
obtaining the required preliminary
rating opinion letter)—among eligible
project costs for the purpose of
calculating the maximum 33 percent
credit amount.
VIII. Clarification of Selection Criteria
The eight TIFIA selection criteria are
described in statute at 23 U.S.C. 602(b)
and assigned relative weights via
regulation at 49 CFR 80.15. The criteria
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are restated below with (where
appropriate) clarifying language
indicating how the DOT will interpret
them. In general, these clarifications
indicate the DOT’s desire to give
priority to projects that have a
significant impact on desirable longterm outcomes for the Nation, a
metropolitan area, or a region. The
clarifying language is provided in
italics.
Listed in order of relative weight, the
TIFIA selection criteria are as follows:
(i) The extent to which the project is
nationally or regionally significant, in
terms of generating economic benefits,
supporting international commerce, or
otherwise enhancing the national
transportation system. This includes
consideration of livability: providing
transportation options that are linked
with housing and commercial
development to improve the economic
opportunities and quality of life for
people in communities across the U.S.;
economic competitiveness: contributing
to the economic competitiveness of the
U.S. by improving the long-term
efficiency and reliability in the
movement of people and goods; and
safety: improving the safety of U.S.
transportation facilities and systems
and the communities and populations
they impact. Relative weight: 20
percent.
(ii) The extent to which TIFIA
assistance would foster innovative
public-private partnerships and attract
private debt or equity investment.
Relative weight: 20 percent.
(iii) The extent to which the project
helps maintain or protect the
environment. This includes
sustainability: improving energy
efficiency, reducing dependence on oil,
reducing greenhouse gas emissions, and
reducing other transportation-related
impacts on ecosystems; and the state of
good repair: improving the condition of
existing transportation facilities and
systems, with particular emphasis on
projects that minimize lifecycle costs
and use environmentally sustainable
practices and materials. Relative
weight: 20 percent.
(iv) The creditworthiness of the
project, including a determination by
the Secretary of Transportation that any
financing for the project has appropriate
security features, such as a rate
covenant, to ensure repayment. Relative
weight: 12.5 percent.
(v) The likelihood that TIFIA
assistance would enable the project to
proceed at an earlier date than the
project would otherwise be able to
proceed. Relative weight: 12.5 percent.
(vi) The extent to which the project
uses new technologies, including
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intelligent transportation systems, to
enhance the efficiency of the project.
Relative weight: 5 percent.
(vii) The amount of budget authority
required to fund the Federal credit
instrument made available under TIFIA.
Relative weight: 5 percent.
(viii) The extent to which TIFIA
assistance would reduce the
contribution of Federal grant assistance
to the project. Relative weight: 5
percent.
Note that, when evaluating the Letters
of Interest, the information needed to
address criterion (iv), creditworthiness,
and criterion (vii), budget authority, is
unlikely to be available in sufficient
detail. Therefore, the DOT will not
employ these two criteria when
reviewing the Letters of Interest.
However, DOT will consider these
criteria when reviewing project
applications.
IX. Potential Pilot Program
As noted above, SAFETEA–LU
authorized $122 million annually from
the HTF for fiscal years 2005–2009 in
TIFIA budget authority to pay the
subsidy cost of credit assistance. As of
the publication date of this notice, two
short-term extensions of the surface
transportation reauthorization act have
been enacted continuing highway
programs that were authorized through
FY 2009, and the expectation is that
Congress will reauthorize an equivalent
amount of budget authority for the
TIFIA program in FY 2010. Any budget
authority not obligated in the fiscal year
for which it is authorized remains
available for obligation in subsequent
years. The TIFIA budget authority is
subject to an annual obligation
limitation that may be established in
appropriations law. Like all funds
subject to the annual Federal-aid
obligation ceiling, the amount of TIFIA
budget authority available in a given
year may be less than the amount
authorized for that fiscal year.
Beginning in FY 2008, for the first
time since the inception of the TIFIA
program, the total credit requests from
TIFIA applicants exceeded available
resources. This new imbalance
immediately proved substantial, as
requests far exceeded the remaining
authority provided by SAFETEA–LU, as
well as an additional year (for example,
FY 2010) funded at the equivalent level.
In response, the Department suspended
its consideration of new applications
and reserved the anticipated fiscal years
2009 and 2010 appropriations with the
expectation that several, if not all, of the
existing applicants would—for the first
time—contribute to the Government’s
cost of providing credit assistance in the
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form of an upfront fee as contemplated
by the authorizing statute and the
implementing regulation.
As stated in 23 U.S.C. 603(b)(7),
603(e) and 604(b)(9), the DOT may
establish fees at a level sufficient to
cover all or a portion of its costs of
making a secured loan, loan guarantee,
or line of credit. From this authority, 49
CFR 80.17(c) states:
If, in any given year, there is insufficient
budget authority to fund the credit
instrument for a qualified project that has
been selected to receive assistance under
TIFIA, the DOT and the approved applicant
may agree upon a supplemental fee to be
paid by or on behalf of the approved
applicant at the time of execution of the term
sheet to reduce the subsidy cost of that
project. No such fee may be included among
eligible project costs for the purpose of
calculating the maximum 33 percent credit
amount [of eligible TIFIA assistance].
Consistent with the Federal Credit
Reform Act of 1990 and the
requirements of the Office of
Management and Budget (OMB), the
subsidy cost of a loan is affected by
recovery assumptions, allowance for
defaults, the borrower’s interest rate,
and fees. The factors that most heavily
influence the subsidy cost of a TIFIA
loan fall into the recoveries category (for
example, the repayment pledge and
whether the debt is senior or
subordinate) and the allowance for
defaults category (including the credit
rating on the debt and the degree of
back-loading). The borrower’s interest
rate will also affect the subsidy cost of
the TIFIA loan. The final subsidy cost
estimate is expressed as a percentage of
the principal amount of the credit
assistance.
By charging borrowers an upfront fee,
the DOT is able to support more projects
than under its previous policy—
established when budget resources were
ample—of funding a portion of the
subsidy cost with its own monies. In
fact, to meet existing applicant demand,
the DOT used this authority to limit the
maximum amount of funds it would
obligate for any single project’s subsidy
cost, thus requiring borrowers in several
instances to pay an upfront fee to offset
the subsidy cost of TIFIA credit
assistance. Even with this limitation, the
DOT has had to reserve much of its
anticipated FY 2010 TIFIA budget
authority to support these projected
commitments, relying primarily on
future years’ authorizations and
appropriations to fund more credit
assistance.
Several potential applicants, however,
rather than waiting to compete for
scarce TIFIA funds in FY 2010 and
beyond, have indicated an interest in
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the option of paying a fee to offset the
entire budgetary cost to the Federal
Government. As a result, the DOT
hereby announces that it is exploring
the potential of implementing a pilot
program under which the DOT would
accept applications for projects where
the borrowers are willing and able to
pay a fee to offset the entire subsidy cost
of TIFIA credit assistance. The purpose
of this pilot program would be to extend
credit, consistent with policy objectives,
to qualified projects that the DOT
otherwise might not select for TIFIA
assistance merely due to insufficient
budgetary resources. This pilot program
would be undertaken under authority of
23 U.S.C. 603(a)(7), 603(e), (604)(b)(9),
and 49 CFR 80.17(c), which allow
successful applicants to pay a fee to
reduce the cost to the Federal
Government associated with the credit
assistance provided to the project. Such
a project would be evaluated based on
satisfaction of the same TIFIA selection
criteria, as clarified in this notice, which
apply to all applicants.
The DOT will take all comments
regarding the potential pilot program
into consideration and, if it decides to
proceed with the pilot program, may
revise some elements of this notice.
Depending on the nature of the
comments and the number of Letters of
Interest submitted, the DOT may invite
applications without publishing a
supplemental notice. If the DOT decides
to proceed with the pilot program,
qualified applicants that have
responded to this notice would become
eligible to pay an upfront fee to offset
the entire cost of providing TIFIA credit
assistance.
Authority: 23 U.S.C. 601–609; 49 CFR
1.48(b)(6); 23 CFR part 180; 49 CFR part 80;
49 CFR part 261; 49 CFR part 640.
Issued on: November 20, 2009.
Victor M. Mendez,
Administrator.
[FR Doc. E9–28860 Filed 12–2–09; 8:45 am]
BILLING CODE 4910–9X–P
DEPARTMENT OF TRANSPORTATION
Surface Transportation Board
jlentini on DSKJ8SOYB1PROD with NOTICES
[STB Finance Docket No. 35306]
Lassen Valley Railway LLC—
Acquisition and Operation
Exemption—Union Pacific Railroad
Company
Lassen Valley Railway LLC (LVR), a
noncarrier, has filed a verified notice of
exemption under 49 CFR 1150.31 to
acquire and operate approximately
22.34 miles of rail line owned by Union
VerDate Nov<24>2008
16:16 Dec 02, 2009
Jkt 220001
Pacific Railroad Company (UP): (1) the
Flanigan Industrial Lead, between
milepost 338.33 near Flanigan, NV, and
milepost 360.10 near Wendel, CA, and
(2) the Susanville Industrial Lead,
between milepost 358.68 and milepost
359.25, near Wendel.1
This transaction is related to a
concurrently filed verified notice of
exemption in STB Finance Docket No.
35307, Kern W. Schumacher—
Continuance in Control Exemption—
Lassen Valley Railway LLC, wherein
Kern W. Schumacher seeks to continue
in control of LVR, upon LVR becoming
a Class III rail carrier.
The transaction is expected to be
consummated on or shortly after
December 17, 2009 (the effective date of
the exemption).
LVR certifies that its projected annual
revenues as a result of the transaction
will not result in its becoming a Class
II or Class I rail carrier and further
certifies that its projected annual
revenue will not exceed $5 million.
Pursuant to the Consolidated
Appropriations Act, 2008, Public Law
110–161, § 193, 121 Stat. 1844 (2007),
nothing in this decision authorizes the
following activities at any solid waste
rail transfer facility: collecting, storing
or transferring solid waste outside of its
original shipping container; or
separating or processing solid waste
(including baling, crushing, compacting
and shredding). The term ‘‘solid waste’’
is defined in section 1004 of the Solid
Waste Disposal Act, 42 U.S.C. 6903.
If the verified notice contains false or
misleading information, the exemption
is void ab initio. Petitions to revoke the
exemption under 49 U.S.C. 10502(d)
may be filed at any time. The filing of
a petition to revoke will not
automatically stay the effectiveness of
the exemption. Petitions for stay must
be filed no later than December 10, 2009
(at least 7 days before the exemption
becomes effective).
An original and 10 copies of all
pleadings, referring to STB Finance
Docket No. 35306, must be filed with
1 According to LVR, the rail lines involved were
the subject of an abandonment petition in Union
Pacific Railroad Company—Abandonment
Exemption—in Lassen County, CA, and Washoe
County, NV, STB Docket No. AB–33 (Sub-No. 230X)
(STB served Jan. 26, 2007). An offer of financial
assistance (OFA) was filed by Robert Alan Kemp d/
b/a Nevada Central Railroad to acquire a 220-foot
segment of UP’s Flanigan Industrial Lead
(beginning at milepost 338.33). The OFA was
rejected by decision served September 19, 2008. On
September 29, 2008, Mr. Kemp filed an appeal of
the Board’s decision, which was denied by decision
served January 27, 2009. It is indicated that Mr.
Kemp has petitioned for judicial review of the
Board’s January 27 decision, and that petition is
pending before the United States Court of Appeals
for the Ninth Circuit.
PO 00000
Frm 00117
Fmt 4703
Sfmt 4703
63501
the Surface Transportation Board, 395 E
Street, SW., Washington, DC 20423–
0001. In addition, a copy of each
pleading must be served on Fritz R.
Kahn, 1920 N Street, NW. (8th Floor),
Washington, DC 20036.
Board decisions and notices are
available on our Web site at https://
www.stb.dot.gov.
Decided: November 25, 2009.
By the Board, Joseph H. Dettmar, Acting
Director, Office of Proceedings.
Kulunie L. Cannon,
Clearance Clerk.
[FR Doc. E9–28803 Filed 12–2–09; 8:45 am]
BILLING CODE 4915–01–P
DEPARTMENT OF TRANSPORTATION
Surface Transportation Board
[STB Finance Docket No. 35307]
Kern W. Schumacher—Continuance in
Control Exemption—Lassen Valley
Railway LLC
Kern W. Schumacher (Schumacher), a
noncarrier, has filed a verified notice of
exemption to continue in control of
Lassen Valley Railway LLC (LVR) upon
LVR’s becoming a Class III rail carrier.
This transaction is related to a
concurrently filed verified notice of
exemption in STB Finance Docket No.
35306, Lassen Valley Railway LLC—
Acquisition and Operation Exemption—
Union Pacific Railroad Company. In
that proceeding, LVR seeks an
exemption under 49 CFR 1150.31 to
acquire and operate approximately
22.34 miles of rail line between
Flanigan, NV, and Wendel, CA, owned
by Union Pacific Railroad Company.
The parties intend to consummate the
transaction on or after December 17,
2009, the effective date of the
exemption.
Mr. Schumacher currently controls
six Class III rail carriers: Tulare Valley
Railroad Company (TVR), Kern Valley
Railroad Company (KVR), V&S Railway,
Inc. (V&S), Gloster Southern Railroad
Company LLC (GLSR), Grenada Railway
LLC (GRYR), and Natchez Railway LLC
(NTZR). TVR owns 5.9 miles of rail line
in California; KVR owns 2 miles of rail
line in Colorado; V&S owns 27 miles of
rail line in Kansas and 122 miles of rail
line in Colorado; GLSR owns 34.8 miles
of rail line in Mississippi and Louisiana;
GRYR owns 186.82 miles of rail line in
Mississippi; and NTZR owns 65.6 miles
of rail line in Mississippi.
As represented, Mr. Schumacher has
many years of experience managing
short line railroads. Mr. Schumacher
anticipates that, with the substantial
E:\FR\FM\03DEN1.SGM
03DEN1
Agencies
[Federal Register Volume 74, Number 231 (Thursday, December 3, 2009)]
[Notices]
[Pages 63497-63501]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-28860]
=======================================================================
-----------------------------------------------------------------------
DEPARTMENT OF TRANSPORTATION
Office of the Secretary of Transportation
[Docket No. FHWA-2009-0123]
Notice of Funding Availability for Applications for Credit
Assistance Under the Transportation Infrastructure Finance and
Innovation Act (TIFIA) Program; Clarification of TIFIA Selection
Criteria; and Request for Comments on Potential Implementation of Pilot
Program To Accept Upfront Payments for the Entire Subsidy Cost of TIFIA
Credit Assistance
AGENCY: Federal Highway Administration (FHWA), Federal Railroad
Administration (FRA), Federal Transit Administration (FTA), Maritime
Administration (MARAD), Office of the Secretary of Transportation
(OST), U.S. Department of Transportation (DOT).
ACTION: Notice of Funding Availability; Clarification of Selection
Criteria; Request for Comments.
-----------------------------------------------------------------------
SUMMARY: The DOT's TIFIA Joint Program Office (JPO) announces the
availability of a limited amount of funding in fiscal year (FY) 2010 to
support new applications for credit assistance. Under TIFIA, the DOT
provides secured (direct) loans, lines of credit, and loan guarantees
to public and private applicants for eligible surface transportation
projects of regional or national significance. Projects must meet
statutorily specified criteria to be selected for credit assistance.
Because demand for the TIFIA program now exceeds budgetary
resources, the DOT hereby formally
[[Page 63498]]
announces the suspension of the program's open application process and
the return to periodic fixed-date solicitations that will establish a
competitive group of projects to be evaluated against program
objectives. This notice outlines the process that applicants must
follow for Federal FY 2010.
Additionally, the DOT provides new language clarifying its use of
the TIFIA selection criteria, incorporating explicit consideration of
these policy objectives: livability, economic competitiveness, safety,
sustainability, and state of good repair. Finally, in light of
constrained resources vis-[agrave]-vis demand for TIFIA assistance, the
DOT requests comments regarding the potential implementation of a pilot
program to accept, from qualified borrowers, an upfront fee payment to
offset the entire subsidy cost of TIFIA credit assistance.
DATES: For consideration in the FY 2010 funding cycle, Letters of
Interest must be submitted by 4:30 p.m. EST on December 31, 2009, using
the revised form on the TIFIA Web site: https://tifia.fhwa.dot.gov/guide_apps/. Applicants that have previously submitted Letters of
Interest must restate them with additional information as outlined
below.
The application due date will be established after consultation
between the TIFIA JPO and the applicant.
Comments regarding the potential pilot program must be submitted by
4:30 p.m. EST on December 31, 2009. Late-filed comments will be
considered to the extent practicable.
ADDRESSES: Submit all Letters of Interest to the attention of Mr. Duane
Callender via e-mail at: TIFIACredit@dot.gov. Submitters should receive
a confirmation e-mail, but are advised to request a return receipt to
confirm transmission. Only Letters of Interest received via e-mail, as
provided above, shall be deemed properly filed.
Mail or hand deliver comments to the U.S. Department of
Transportation, Dockets Management Facility, Room PL-401, 1200 New
Jersey Avenue, SE., Washington, DC 20590 or fax comments to (202) 493-
2251. Provide two copies of comments submitted by mail or courier.
Alternatively, comments may be submitted via the Federal eRulemaking
Portal at https://www.regulations.gov. All comments must include the
docket number that appears in the heading of this document. All
comments received will be available for examination and copying at the
above address from 9 a.m. to 5 p.m., e.t., Monday through Friday,
except Federal holidays. Those desiring notification of receipt of
comments must include a self-addressed, stamped postcard or you may
print the acknowledgment page that appears after submitting comments
electronically. Anyone is able to search the electronic form of all
comments received into any of our dockets by the name of the individual
submitting the comment (or signing the comment, if submitted on behalf
of an association, business, labor union, etc.). You may review DOT's
complete Privacy Act Statement in the Federal Register published on
April 11, 2000 (Volume 65, Number 70, Pages 19477-78).
FOR FURTHER INFORMATION CONTACT: For further information regarding this
notice please contact Duane Callender via e-mail at TIFIACredit@dot.gov
or via telephone at 202-366-9644. A TDD is available at 202-366-7687.
Substantial information, including the TIFIA Program Guide and
application materials, can be obtained from the TIFIA Web site: https://tifia.fhwa.dot.gov.
SUPPLEMENTARY INFORMATION:
Table of Contents
I. Background
II. Eligible Projects
III. Types of Credit Assistance
IV. Threshold Requirements
V. Rating Opinions
VI. Letters of Interest and Applications
VII. Fees
VIII. Clarification of Selection Criteria
IX. Potential Pilot Program
I. Background
The Transportation Equity Act for the 21st Century (TEA-21), Public
Law 105-178, 112 Stat. 107, 241, (as amended by sections 1601-02 of
Pub. L. 109-59) established the Transportation Infrastructure Finance
and Innovation Act of 1998 (TIFIA), authorizing the U.S. Department of
Transportation (DOT) to provide credit assistance in the form of
secured (direct) loans, lines of credit, and loan guarantees to public
and private applicants for eligible surface transportation projects.
The TIFIA regulations (49 CFR part 80) provide specific guidance on the
program requirements.\1\ On January 5, 2001, at 65 FR 2827, the
Secretary of Transportation (Secretary) delegated to the Federal
Highway Administration (FHWA) the authority to act as the Executive
Agent for the TIFIA program (49 CFR 1.48(b)(6)). The TIFIA Joint
Program Office (JPO), a component of the FHWA Office of Innovative
Program Delivery, has responsibility for coordinating program
implementation.
---------------------------------------------------------------------------
\1\ The TIFIA regulations have not been updated to reflect
changes enacted in Public Law 109-59, SAFETEA-LU. Where the statute
and the regulation conflict, the statute takes precedence. See the
TIFIA Program Guide for updated program information.
---------------------------------------------------------------------------
In 2005, Congress enacted the Safe, Accountable, Flexible,
Efficient Transportation Equity Act: A Legacy for Users (SAFETEA-LU)
(Pub. L. 109-59, 119 Stat. 1144), which made a number of amendments to
TIFIA including lowering the thresholds and expanding eligibility for
TIFIA credit assistance. SAFETEA-LU authorized $122 million annually
from the Highway Trust Fund (HTF) for fiscal years 2005 to 2009 in
TIFIA budget authority to pay the subsidy cost of credit assistance.
After reductions for administrative expenses and application of the
annual obligation limitation, TIFIA has approximately $110 million
available annually to provide credit subsidy support to projects.
Although dependent on the individual risk profile of each loan,
collectively, this budget authority represents approximately $1.1
billion in annual lending capacity. As detailed below, the TIFIA JPO is
able to provide a limited amount of credit assistance to new applicants
in FY 2010.
II. Eligible Projects
Highway, passenger rail, transit, and intermodal projects
(including intelligent transportation systems) may receive credit
assistance under TIFIA. Additionally, SAFETEA-LU expanded eligibility
to private rail facilities providing public benefit to highway users,
and surface transportation infrastructure modifications necessary to
facilitate direct intermodal transfer and access into and out of a port
terminal. See the revised definition of ``project'' in 23 U.S.C.
601(a)(8) and Chapter 3 of the TIFIA Program Guide for a description of
eligible projects.
III. Types of Credit Assistance
The DOT may provide credit assistance in the form of secured
(direct) loans, lines of credit, and loan guarantees. These types of
credit assistance are defined in 23 U.S.C. 601 and 49 CFR 80.3. Subject
to certain conditions, the TIFIA credit facility can hold a subordinate
lien on pledged revenues. The maximum amount of TIFIA credit assistance
to a project is 33 percent of eligible project costs.
IV. Threshold Requirements
Projects seeking TIFIA assistance must meet certain statutory
threshold requirements. Generally, the minimum size for TIFIA projects
is $50 million of eligible project costs; however, the minimum size for
TIFIA projects principally involving the installation of an intelligent
transportation system is
[[Page 63499]]
$15 million. Each project seeking TIFIA assistance must apply to the
DOT, and must satisfy the applicable state and local transportation
planning requirements. Each application must identify a dedicated
revenue source to repay the TIFIA loan, and each private applicant must
receive public approval for its project as demonstrated by satisfaction
of the applicable planning and programming requirements. These
eligibility requirements are detailed in 23 U.S.C. 602(a) and Chapter 3
of the TIFIA Program Guide.
V. Rating Opinions
The senior debt obligations for each project receiving TIFIA credit
assistance must obtain an investment grade rating from at least one
nationally recognized credit rating agency, as defined in 23 U.S.C.
601(a)(10) and 49 CFR 80.3. If the TIFIA credit instrument is proposed
as the senior debt, then it must receive the investment grade rating.
To demonstrate this potential, each application must include a
preliminary rating opinion letter from a credit rating agency that
addresses the creditworthiness of the senior debt obligations funding
the project (for example, those which have a lien senior to that of the
TIFIA credit instrument on the pledged security) and the default risk
of the TIFIA credit instrument, and that concludes there is a
reasonable probability for the senior debt obligations to receive an
investment grade rating. This preliminary rating opinion letter will be
based on the financing structure proposed by the applicant. A project
that does not demonstrate the potential for its senior obligations to
receive an investment grade rating will not be considered for TIFIA
credit assistance.
Letters of Interest submitted pursuant to this notice do not need
to include the preliminary rating opinion letter. Only those invited to
submit applications will be required to obtain the preliminary rating
opinion letter.
Each project selected for TIFIA credit assistance must obtain an
investment grade rating on its senior debt obligations (which may be
the TIFIA credit facility) and a revised opinion on the default risk of
the TIFIA credit instrument before the FHWA will execute a credit
agreement and disburse funds. More detailed information about these
TIFIA credit opinions and ratings may be found in the Program Guide on
the TIFIA Web site at https://tifia.fhwa.dot.gov/guide_apps/.
VI. Letters of Interest and Applications
Because the demand for credit assistance now exceeds budgetary
resources, it is no longer feasible for DOT to maintain, as it has
since 2002, an open process whereby the TIFIA JPO accepts applications
on a ``first come, first serve'' basis as defined by the optimal
schedule of the applicant. Instead, pursuant to this notice, the DOT
returns to periodic fixed-date solicitations that will establish a
competitive group of projects to be evaluated against the TIFIA program
objectives.
Applicants seeking TIFIA credit assistance for FY 2010 must submit
a Letter of Interest describing the project fundamentals and addressing
the TIFIA selection criteria. For consideration in the FY 2010 funding
cycle, Letters of Interest must be submitted by 4:30 p.m. EST on
December 31, 2009, using the newly revised form on the TIFIA Web site:
https://tifia.fhwa.dot.gov/guide_apps/. Applicants that have previously
submitted Letters of Interest must restate them using the newly revised
form. For the purpose of completing its evaluation, the TIFIA JPO staff
may contact an applicant regarding specific information in the Letter
of Interest.
A public agency that seeks access to TIFIA on behalf of multiple
competitors for a project concession must submit the project's Letter
of Interest. Although the public agency would not become the TIFIA
borrower, nor even have yet identified the TIFIA applicant, it must
provide information sufficient for the DOT to evaluate the project
against the TIFIA program objectives. The DOT will not consider Letters
of Interest from entities that have not obtained rights to develop the
project.
After concluding its review of the Letters of Interest, the DOT
will invite complete applications (including the preliminary rating
opinion letter and detailed plan of finance) for the highest-rated
projects. The application due date will be established after
consultation between the TIFIA JPO and the applicant.
An invitation to apply for credit assistance does not guarantee the
DOT's approval, which will remain subject to evaluation based on
TIFIA's statutory credit standards and the successful negotiation of
all terms and conditions.
VII. Fees
There is no fee to submit a Letter of Interest. Unless otherwise
indicated in a subsequent notice published in the Federal Register,
each invited applicant must submit, concurrent with its application, a
non-refundable fee of $50,000, an amount based on historical costs
incurred by the TIFIA JPO for financial advisory services to help
evaluate TIFIA applications. The FHWA no longer accepts paper checks,
so payments should be made via ACH, at https://www.pay.gov/paygov/forms/formInstance.html?agencyFormId=18446839. For successful
applicants, this fee will be credited toward final payment of a credit
processing fee (also referred to as a transaction fee), to be assessed
at financial close, to reimburse the TIFIA JPO for actual financial and
legal costs.
For projects that enter credit negotiations, the DOT and the
applicant will execute a term sheet that, among other conditions, will
require the borrower to pay at closing or, in the event no final credit
agreement is reached, upon invoicing by the TIFIA JPO, an amount equal
to the actual costs incurred by the TIFIA JPO in procuring the
assistance of outside financial advisors and legal counsel through
execution of the credit agreement(s) and satisfaction of all funding
requirements of those agreements. Typically, the amount of this fee has
ranged from $200,000 to $300,000, although it has been greater for
projects that require complex financial structures and extended
negotiations.
As described below, the DOT may charge the borrower a supplemental
upfront fee to reduce the subsidy cost to the Federal Government of
providing credit assistance. The subsidy cost calculation, also
described below, is based on anticipated risk to the Federal
Government. This fee is paid by or on behalf of the borrower at the
DOT's point of obligation, usually at the execution of the credit
agreement.
The TIFIA JPO charges each borrower an annual fee for loan
servicing activities associated with each TIFIA credit instrument. The
current fee, adjusted annually per the Consumer Price Index, is $11,500
per year.
Finally, the TIFIA credit agreements will allow the TIFIA JPO to
charge, as incurred, a monitoring fee equal to its costs of outside
advisory services required to assist the TIFIA JPO to modify or enforce
the agreement.
Applicants may not include any of the fees described above--or any
expenses associated with the application process (such as charges
associated with obtaining the required preliminary rating opinion
letter)--among eligible project costs for the purpose of calculating
the maximum 33 percent credit amount.
VIII. Clarification of Selection Criteria
The eight TIFIA selection criteria are described in statute at 23
U.S.C. 602(b) and assigned relative weights via regulation at 49 CFR
80.15. The criteria
[[Page 63500]]
are restated below with (where appropriate) clarifying language
indicating how the DOT will interpret them. In general, these
clarifications indicate the DOT's desire to give priority to projects
that have a significant impact on desirable long-term outcomes for the
Nation, a metropolitan area, or a region. The clarifying language is
provided in italics.
Listed in order of relative weight, the TIFIA selection criteria
are as follows:
(i) The extent to which the project is nationally or regionally
significant, in terms of generating economic benefits, supporting
international commerce, or otherwise enhancing the national
transportation system. This includes consideration of livability:
providing transportation options that are linked with housing and
commercial development to improve the economic opportunities and
quality of life for people in communities across the U.S.; economic
competitiveness: contributing to the economic competitiveness of the
U.S. by improving the long-term efficiency and reliability in the
movement of people and goods; and safety: improving the safety of U.S.
transportation facilities and systems and the communities and
populations they impact. Relative weight: 20 percent.
(ii) The extent to which TIFIA assistance would foster innovative
public-private partnerships and attract private debt or equity
investment. Relative weight: 20 percent.
(iii) The extent to which the project helps maintain or protect the
environment. This includes sustainability: improving energy efficiency,
reducing dependence on oil, reducing greenhouse gas emissions, and
reducing other transportation-related impacts on ecosystems; and the
state of good repair: improving the condition of existing
transportation facilities and systems, with particular emphasis on
projects that minimize lifecycle costs and use environmentally
sustainable practices and materials. Relative weight: 20 percent.
(iv) The creditworthiness of the project, including a determination
by the Secretary of Transportation that any financing for the project
has appropriate security features, such as a rate covenant, to ensure
repayment. Relative weight: 12.5 percent.
(v) The likelihood that TIFIA assistance would enable the project
to proceed at an earlier date than the project would otherwise be able
to proceed. Relative weight: 12.5 percent.
(vi) The extent to which the project uses new technologies,
including intelligent transportation systems, to enhance the efficiency
of the project. Relative weight: 5 percent.
(vii) The amount of budget authority required to fund the Federal
credit instrument made available under TIFIA. Relative weight: 5
percent.
(viii) The extent to which TIFIA assistance would reduce the
contribution of Federal grant assistance to the project. Relative
weight: 5 percent.
Note that, when evaluating the Letters of Interest, the information
needed to address criterion (iv), creditworthiness, and criterion
(vii), budget authority, is unlikely to be available in sufficient
detail. Therefore, the DOT will not employ these two criteria when
reviewing the Letters of Interest. However, DOT will consider these
criteria when reviewing project applications.
IX. Potential Pilot Program
As noted above, SAFETEA-LU authorized $122 million annually from
the HTF for fiscal years 2005-2009 in TIFIA budget authority to pay the
subsidy cost of credit assistance. As of the publication date of this
notice, two short-term extensions of the surface transportation
reauthorization act have been enacted continuing highway programs that
were authorized through FY 2009, and the expectation is that Congress
will reauthorize an equivalent amount of budget authority for the TIFIA
program in FY 2010. Any budget authority not obligated in the fiscal
year for which it is authorized remains available for obligation in
subsequent years. The TIFIA budget authority is subject to an annual
obligation limitation that may be established in appropriations law.
Like all funds subject to the annual Federal-aid obligation ceiling,
the amount of TIFIA budget authority available in a given year may be
less than the amount authorized for that fiscal year.
Beginning in FY 2008, for the first time since the inception of the
TIFIA program, the total credit requests from TIFIA applicants exceeded
available resources. This new imbalance immediately proved substantial,
as requests far exceeded the remaining authority provided by SAFETEA-
LU, as well as an additional year (for example, FY 2010) funded at the
equivalent level. In response, the Department suspended its
consideration of new applications and reserved the anticipated fiscal
years 2009 and 2010 appropriations with the expectation that several,
if not all, of the existing applicants would--for the first time--
contribute to the Government's cost of providing credit assistance in
the form of an upfront fee as contemplated by the authorizing statute
and the implementing regulation.
As stated in 23 U.S.C. 603(b)(7), 603(e) and 604(b)(9), the DOT may
establish fees at a level sufficient to cover all or a portion of its
costs of making a secured loan, loan guarantee, or line of credit. From
this authority, 49 CFR 80.17(c) states:
If, in any given year, there is insufficient budget authority to
fund the credit instrument for a qualified project that has been
selected to receive assistance under TIFIA, the DOT and the approved
applicant may agree upon a supplemental fee to be paid by or on
behalf of the approved applicant at the time of execution of the
term sheet to reduce the subsidy cost of that project. No such fee
may be included among eligible project costs for the purpose of
calculating the maximum 33 percent credit amount [of eligible TIFIA
assistance].
Consistent with the Federal Credit Reform Act of 1990 and the
requirements of the Office of Management and Budget (OMB), the subsidy
cost of a loan is affected by recovery assumptions, allowance for
defaults, the borrower's interest rate, and fees. The factors that most
heavily influence the subsidy cost of a TIFIA loan fall into the
recoveries category (for example, the repayment pledge and whether the
debt is senior or subordinate) and the allowance for defaults category
(including the credit rating on the debt and the degree of back-
loading). The borrower's interest rate will also affect the subsidy
cost of the TIFIA loan. The final subsidy cost estimate is expressed as
a percentage of the principal amount of the credit assistance.
By charging borrowers an upfront fee, the DOT is able to support
more projects than under its previous policy--established when budget
resources were ample--of funding a portion of the subsidy cost with its
own monies. In fact, to meet existing applicant demand, the DOT used
this authority to limit the maximum amount of funds it would obligate
for any single project's subsidy cost, thus requiring borrowers in
several instances to pay an upfront fee to offset the subsidy cost of
TIFIA credit assistance. Even with this limitation, the DOT has had to
reserve much of its anticipated FY 2010 TIFIA budget authority to
support these projected commitments, relying primarily on future years'
authorizations and appropriations to fund more credit assistance.
Several potential applicants, however, rather than waiting to
compete for scarce TIFIA funds in FY 2010 and beyond, have indicated an
interest in
[[Page 63501]]
the option of paying a fee to offset the entire budgetary cost to the
Federal Government. As a result, the DOT hereby announces that it is
exploring the potential of implementing a pilot program under which the
DOT would accept applications for projects where the borrowers are
willing and able to pay a fee to offset the entire subsidy cost of
TIFIA credit assistance. The purpose of this pilot program would be to
extend credit, consistent with policy objectives, to qualified projects
that the DOT otherwise might not select for TIFIA assistance merely due
to insufficient budgetary resources. This pilot program would be
undertaken under authority of 23 U.S.C. 603(a)(7), 603(e), (604)(b)(9),
and 49 CFR 80.17(c), which allow successful applicants to pay a fee to
reduce the cost to the Federal Government associated with the credit
assistance provided to the project. Such a project would be evaluated
based on satisfaction of the same TIFIA selection criteria, as
clarified in this notice, which apply to all applicants.
The DOT will take all comments regarding the potential pilot
program into consideration and, if it decides to proceed with the pilot
program, may revise some elements of this notice. Depending on the
nature of the comments and the number of Letters of Interest submitted,
the DOT may invite applications without publishing a supplemental
notice. If the DOT decides to proceed with the pilot program, qualified
applicants that have responded to this notice would become eligible to
pay an upfront fee to offset the entire cost of providing TIFIA credit
assistance.
Authority: 23 U.S.C. 601-609; 49 CFR 1.48(b)(6); 23 CFR part
180; 49 CFR part 80; 49 CFR part 261; 49 CFR part 640.
Issued on: November 20, 2009.
Victor M. Mendez,
Administrator.
[FR Doc. E9-28860 Filed 12-2-09; 8:45 am]
BILLING CODE 4910-9X-P