HomeMy WebLinkAboutPR 14665: PUBLIC HEARING RE: PORT OF PT ARTHUR NAVIGATION DISTRICT EXEMPT FACILITIESREVENUE BONDS (TOTAL PROJECT)Memo
To: Mayor, City Council, City Manager
From: -Mark T. Sokolow, City Attorney f 'L~,: t ~;~.~-<<~
Date: Apri13, 2008
Re: P. R. No. 14665; April 8, 2008 City Council Meeting
Attached is P. R. No. 14665 authorizing the Mayor and/or City Manager to attend and
conduct a public hearing at the offices of the Port of Port Arthur, 221 Houston Avenue, Port
Arthur, on April 18, 2008 at 9:00 a.m. regarding the issuance and approval of Port of Port Arthur
Navigation District of Jefferson County, Texas Exempt Facilities Revenue Bonds (TOTAL
Petrochemicals USA, Inc. Project) Series 2008 in the aggregate principal amount of
550,000,000, as per 26 USCS Section 1.47.
MTS/ts
Attachment
cc: VIA FACSIMILE (40 918 3 5-3 83 8
Scot Sheldon
Sheldon, Dunham & Edwardson, L.L.P.
VIA FACSIMILE (512)472-0671
Gregory Salinas
McCall; Parkhurst & Horton, L.L.P.
600 Congress Avenue
1250 One American Center
Austin,. TX 78701-3248
INCOME TAXES Z6 USCS § 147
of the proceeds of such issue is to be used to provide any airplane, skybox or other private luxury
box, health club facility, facility primaril}• used for gambling, or store the principal business of
- which is the sale of alcoholic beverages for consumption off premises.
(Q Public approval required for private activity bonds. (p In general. A private activity bond
shall not be a qualified bond unless such bond satisfies the requirements of paragraph (2).
(2) Public approval requirement. (A) In general. A bond shall satisfy the requirements of this
paragraph if such bond is issued as a part of an issue which has .been approved by-
(i) the govemmental unit
(i) which issued such bond, or
- (II) on behalf of which such bond was issued, and
(ii) each governmental unit having jurisdiction over the area in which any facility, with
respect to which financing is to he provided from the net proceeds of such issue, is
located (except that iC more than I govemmental unit within a State has jurisdiction over
_ the entire area within such Sm[e in which such facility is located, only I such unit need
approve such issue).
(B) Approval by a governmental unit. For purposes of subparagraph (A), an issue shall be
treated as having been approved by anv governmental unit if such issue is approved-
: (i) by the applicable elected representative of such governmental unit after a public hear-
. ing following reasonable public nonce, or
(ii) by voter referendum of such governmental unit.
(C) Special roles for approval of facility. If-.there has bzen public approval under
s subparagraph (A) of the plan for financing a facility, such approval shall eonsutute approvnl
under subparagraph (A) for anv issue-
(i) which is issued pursuam to such plan within 3 years after thz date of the. Ist issue
pursuant to the approval, and
(ii) all or substantially all of the proceeds of which are to be used to finance such facil-
ity or ro refund previous financing under such plan. - -
_ (D) Refunding bonds. No approval under subparagraph (A) shall be necessary with respect
to any bond which is issued to refund (other than to advance refund) a bond approved under
subparagraph (A) (or treated, as approved under subparagraph (C)) unless the average
mammy dale of the issue of which thz refunding bond is a. pan is later than the average
maturity date of the bonds to be refundzd by such issuz. For purposes of the preceding
sentence, overage maturity shall be detzrmined in accordance with subsection (b)(2)(A).
9, (E) Applicable elected representative. For purposes of this paragaph-
:. (i) In general The term "applicable elected representative" means with respect to any
~. govemmental unit-
(I) an elected legislative body o(such unit or
~~ (II) the chief elected executive officzr, the chiefelected Stale legal officer of the
e executive branch. or anv other elected official of such unit designated for purposes
of this paragraph by such chief elecizd executive officer or by State law. -
i If the office of any elected official described in subdause (I]) is vacated and an individual
~- rs appointed by the chief elected executive officer of the governmental unit and confirmed
~~ ~ by the elected legislative body of such unit (if any) to sen•e the remaining term of the
g elected official, the individual so appointed shall be treated as the elected official for such
L remaining term.
~.. (ii) No applicable elected representative. If (but for this clause) a governmental unit has `
~~ no applicable elected representative, the applicable elected representative for purposes of
- clause (i) shall be the applicable elected representative of the govemmental unit-
' (I) which is [he next higher govemmental unit with such a representative, and
(II) from which the authority of [he govemmental unit with no such representative is
derived.
(3) Special rule for approval of airports or high-speed intercity rail facilities. 1(-
(A) the proceeds of an issue are to be used to finance a facility or facilities located xt an
auport or high-speed intercity rail facilities, and
(B) the govemmental unit issuing such bonds is the owner or operator of such airport or
high-speed intercity rail facilities, -
such govemmental unit shall be deemed to be the only govemmental unit having jurisdiction
over such airport high-speed intercity rail facilities for purposes of this subsection.
(4) Special rulesSor scholarship funding bond issues and volunteer fire department bond
issues. (A) Scholarship funding bonds. In the case of a qualified scholarship funding bond,
any govemmental unit which made a request described in section I50(d)(2)(B) [26 USCS
§ I50(d)(2)(B)] with respect to the issuer of such bond shall be treated for purposes of
1077
P. R. No. 14665
04/02/08
RESOLUTION NO.
A RESOLUTION AUTHORIZING THE MAYOR AND OR THE CITY
MANAGER TO ATTEND AND CONDUCT A PUBLIC HEARING AT
THE OFFICES OF THE PORT OF PORT ARTHUR, 221 HOUSTON
AVENUE, PORT ARTHUR, ON APRIL, 18, 2008 AT 9:00 A.M.
REGARDING THE ISSUANCE AND APPROVAL OF PORT OF PORT
ARTHUR NAVIGATION DISTRICT OF JEFFERSON COUNTY, TEXAS .
EXEMPT FACILITIES REVENUE BONDS (TOTAL
PETROCHEMICALS USA, INC. PROJECT) SERIES 2008 IN THE
AGGREGATE PRINCIPAL AMOUNT OF $50,000,000, AS PER 26 USCS
SECTION 147
WHEREAS, the City Council of the City of Port Arthur finds it to be in the best interests
of the citizens of the City of Port Arthur to authorize the Mayor and/or the City Manager to
attend and conduct a public hearing at 9:00 a.m. on April 18, 2008, regarding the issuance and
approval of Port of Port Arthur Navigation District of Jefferson County, Texas Exempt Facilities
Revenue Bonds (TOTAL Petrochemicals USA, Inc. Project) Series 2008 in the aggregate
principal amount of $50,000,000, as per 26 USCS Section 147, as-more fully discussed in the
memorandum attached hereto as Exhibit "A".
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF PORT ARTHUR:
.:
Section 1. That the facts and opinions in the preamble are true and correct.
Section 2. That the City Council herein authorizes the Mayor and/or the City
Manager to attend and conduct a public hearing at 9:00 a.m. on April 18, 2008, at the offices of
the Port of Port Arthur, regarding the issuance and approval of Port of Port Arthur Navigation
District of Jefferson County, Texas Exempt Facilities Revenue Bonds (TOTAL Petrochemicals
USA, Inc. Project) Series 2008 in the aggregate principal amount of $50,000,000, as per 26
USCS Section 147.
Section 3. That the City, by its approval of these bonds, shall not lie liable for the
payment thereof and that the sole parties liable therefore shall be TOTAL Petrochemicals USA,
Inc. and/or TOTAL, S.A.
Section 4. That a copy of the caption of this Resolution be spread upon the Minutes
of the City Council. ~ .
READ, ADOPTED AND APPROVED on this day of April, 2008, at a Regular
Meeting of the City Council of the City of Port Arthur, Texas, by the following vote:
AYES:
Mayor ,City Council
NOES:
MAYOR
ATTEST:
CITY SECRETARY
APPROVED AS TO FORM:
MARK T. SOKOLOW, CITY ATTORNEY
APPROVED FOR ADMINISTRATION:
STEVE FITZGIBBONS; CTI'Y MANAGER
EXHIBIT "A"
LAW OFFICES
M`CALL, PARKHURST & NORTON L.L.P.
71]NORTH HARWOOD ., 600 CONGRESS AVENUE
NINTH FLOOR 1800 ONE PMERICAN CENTER
DALLAS, TEAS ]5201-658] - AUSTIN, TEXAS ]8]01-3248
TELEPHONE: 214750-9200 TELEPHONE: 512478-3605
FACSIMILE: 214 ]50-9250 FACSIMILE: 512 472-0871
MEMORANDUM
To: Mark Sokolow
City Attorney, City of Port Arthur, Texas
Cc: Scot Sheldon
Sheldon, Dunham & Edwardson, L.L.P.
From: Gregory B. Salinas
McCall, Parkhurst & Horton L.L.P.
Date: March , 2008
700 N. ST. MARYS STREET
1225 ONE RNERWALK PLACE
SAN ANTONIO, TE%A578206J503
TELEPHONE: 210 225-2800
FACSIMILE: 210 2252984
Re: $50,000,000 Port of Port Arthur I~Tavigation District of Jefferson County, Texas Exempt
Facilities Revenue Bonds (TOTAL Petrochemicals USA, Inc. Project), Series 2008 (the
"Bonds")
The following memorandum describes the federal tax law provisions requiring the City of
Port Arthur, Texas (the "City") to hold public hearings with respect to the above captioned bonds as
well as obtaining the approval of such Bonds by the Mayor of the City. The memorandum also
discusses the necessary steps to hold such hearings. The federal tax law requirements and the
process, however, are substantially identical to the actions required of the City in April of 2003 (as
well as similar actions held in 1998, 2000 and 2002) relating to the issuance of bonds by the Port of
Port Arthur Navigation District of Jefferson County, Texas (the "District") for the benefit of BASF
Corporation ("BASF") and ATOFINA Petrochemicals, Inc. (now known as TOTAL Petrochemicals
USA, Inc. [the "Company"]). The major difference is that the Bonds being issued now are for a new
project, a major plant expansion of the Company, including the construction of a new state-of--the-art
Coker.
The District will approve and authorize the Bonds pursuant to action to be taken by the
District on March 19, 2008. The Bonds will be issued to finance the costs of major improvements to
the Company's existing plant complex, as described above, adjacent to the boundary of the District,
but within the extra-territorial jurisdiction of the City . Also on Mazch 19, 2008 and prior to the
issuance and de]ivery of the Bonds, the District will hold a public hearing regarding such bonds and
d
the projects to be financed and refinanced with such.bonds. The public hearing is a requirement of
the federal Tax Equity and Fiscal Responsibility Act of 1984, now codified as Section 147(f) of the
Internal Revenue Code of 1986, as amended ("Section 147(f)").
Section 147(f) requires that a public hearing be held within the jurisdiction of the issuer of
private activity bonds, in this case the District, and, if such facilities lie outside the boundaries of the
issuer, within the jurisdiction (including extra-territorial jurisdiction) of a political subdivision where
the facilities to be financed or refinanced with such bonds are located. Notice of the public hearing
is required to be published in a newspaper of general circulation not less than fourteen days prior to
the hearing. hi addition, Section 147(f) requires that the highest governmental official of the
jurisdiction holding the hearing, after considering the comments made at such hearing, approve the
bonds. The approval is only for purposes of Section 147(f) and does not create any liability on the
part of such official or the related political subdivision.
Therefore, the District, on behalf of the Company is requesting that the City authorize the
holding of the appropriate public hearings and authorize the Mayor of the City to approve such bonds
after due consideration of any testimony at such public hearings.
As stated above, Section 147(f) requires that the hearing to be held not less than 14 days after
published notice of such hearing. For other federal tax reasons, the Bonds are scheduled to close on
April 23-24, 2008. Because of the time frame in which to get the required notices published, it
would be preferable that a time and date for the public hearings be determined prior to the City
Council meeting of the City on , 2008. However, if such a time and date must be
determined at that meeting, the publication deadlines for the Port Arthur News would permit timely
hearings early to mid-April.
The location of the public hearings is currently blank in the forms of notices (although the
address to the District's offices are bracketed). The hearings held in May of 2000, April of 2002 and
April of 2003 by the City were held at the District's offices and the hearings this year could also be
held there, but the hearings can be held anywhere within the City.
As for the City Council meeting on , 2008, the only action of the City Council
would be the authorization for the holding of the public hearings, designation of a hearing officer,
presumably the Mayor, if available, (and an alternate hearing officer in case the hearing officer is
unavailable for some reason) and authorizing the Mayor's approval of the subject bonds for purposes
of Section 147(f). The following is suggested agenda language: "Approval of holding certain.
public hearings relating. to certain private activity revenue bonds to be issued by the Port of
Port Arthur Navigation District for the benefit of TOTAL Petrochemicals USA, Inc.,
appointing hearing. officers therefor and authorizing the Mayor to approve such bonds for
certain federal tax purposes only."
2
Scot Sheldon of Sheldon, Dunham & Edwardson, L.L.P., the District's general counsel,
and/or Gregory Salinas of McCall, Parkhurst & Horton L.L.P., the District's bond counsel, will be
available at the 2008 City Council meeting to answer any questions.
Also attached are the forms of the approval certificates of the Mayor with respect to the
Bonds which, after the required City public hearings, the Mayor shall be asked to execute.
If you have any questions or comments, please do not hesitate to call Scot Sheldon or
Grogory Salinas.
PUBLIC HEARING NOTICE
The City of Port Arthur, Texas (the "City") will hold a public hearing at 9:00 a.m. on April
18, 2008, at the administrative offices of the Port of Port Arthur Navigation District of Jefferson
County, Texas (the "District"), 221 Houston Avenue, Port Arthur, Texas 77640. Among the items to
be discussed will be the proposal for the issuance by the District of its revenue bonds to finance the
acquisition and construction of certain solid waste disposal and sewage facilities related to a refinery
expansion, including a new Coker (the "Project"), which are located at the TOTAL Petrochemicals
USA, Inc.'s plant site complex at 7600 32nd Street in Port Arthur, Texas (the "Project"). The
maximum aggregate face amount of the bonds to be issued in one or more series is anticipated to be
$50,000,000. The bonds and the interest thereon shall never constitute and shall not be considered as
general obligations of the District, the City, Jefferson County or the State of Texas. All interested
parties are invited to attend the public hearing, or submit written comments prior to the hearing, and
express any comments they may have regarding the Project and the issuance of the bonds.
City of Port Arthur, Texas
P.O. Box 1089
Port Arthur, Texas 77641
Attention: City Attorney
PORT OF PORT ARTHUR/BASF-ATOFINAU]: CITY.HEARING.NOTICE. WPD
MAYOR'S CERTIFICATE
Port of Port Arthur Navigation District
of Jefferson County, Texas
221 Houston Avenue
Port Arthur, Texas 77640
RE: Port of Port Arthur Navigation District of Jefferson County, Texas Exempt
Facilities Revenue Bonds (TOTAL Petrochemicals USA, Inc. Project) Series
2008 in the aggregate principal amount of $50,000,000
Ladies and Gentlemen:
Pursuant to Section 147(f) of the United States Internal Revenue Code of 1986, as amended
(the "Code"), I hereby certify that I have been duly elected as Mayor of the City of Port Arthur, Texas
(the "City") and as such constitute the chief elected executive officer of the City. I have been
informed by you that the Port of Port Arthur Navigation District of Jefferson County, Texas has
adopted a Resolution authorizing the issuance of the captioned bonds (the "Bonds") under the
provisions of Chapter 197, Acts of the 58th Legislature of the State of Texas, Regular Session, 1963,
as amended, for the purpose of financing the acquisition, construction and improvement of certain
solid waste disposal and sewage facilities owned by TOTAL Petrochemicals USA, Inc. (the
"Company") located at the Company's plant site complex in Port Arthur, Texas.
I have been informed that a public hearing regarding the issuance of the Bonds was held by
the Issuer on , 2008 at a.m. CDT.
I hereby approve the issuance of the Bonds for the purpose of Section 147(f) of the Code.
Such approval is solely for purposes of such Section 147(f) and the City shall have no liability for
payment of the Bonds or otherwise nor shall any of its assets be pledged to the payment of the
Bonds.
Very truly yours,
Mayor
DATE: , 2008