iv  Grant Anticipation Notes or Bonds

Grant Anticipation Notes (GANs) or Bonds have been used by public transportation agencies in the same way as States have used GARVEEs. The mechanism was first used in the early 1990's, when the Tri-County Metropolitan Transit District (Tri-Met) in Portland, Oregon leveraged a $1 million loan with the anticipation of a $35 million grant for its new light rail system. Due to its relatively high cost and complexity, the mechanism was not used again until TEA-21 was enacted. Minimum Guaranteed Funding Levels and mass transit account funding provided the economic security that financial markets demanded. Since 1997, over $2.5 billion in GANs have been issued for mass transportation, as shown in Figure 2.7.

Figure 2.7

Transit Grant Anticipation Bond Issuances

Issuer

Series

Amount (Million)

Security

Underlying Rating

Term

New Jersey Transit

1997A

139.0 

FFGA - $604 mm

AA

 

New Jersey Transit

2000A

284.9 

FFGA - $604 mm*

A-

2000-2004

New Jersey Transit

2000B

450.0 

FFGA - $500 mm

 

2004-2011

New Jersey Transit

2000C

110.0 

FFGA - $142 mm

 

2002-2005

New Jersey Transit

COP1999A

160.0 

Sec. 5307

A, A1

2001-2008

New Jersey Transit

COP2000A

234.0 

Sec. 5307

 

2000-2014

New Jersey Transit

COP2000B

493.0 

Sec. 5307

 

2000-2013

New Jersey Transit

COP2002B

94.0 

Sec. 5307

 

2002-2015

City of Phoenix

2000

18.3 

Sec. 5307 & 5309

AA

2000-2012

Bay Area Rapid Transit (BART)

2001

385.0 

FFGA - $750 mm

 

 

Port Authority Pittsburgh

1999

70.0 

Sec. 5309 fgm

 

 

Chicago Transit Authority

2003A

128.8 

FFGA - Blue line

A-

2003-2006

Chicago Transit Authority

2003B

78.5 

FFGA - Blue line

A-

2003-2005

Total To Date

 

$2,506.4 

 

 

 

*Note: These bonds refinance the 1997A for Hudson-Bergen I

The 1997A bonds are not included in the Total to Date.

The interesting characteristic of these GANs is that they are being issued on a sole pledge basis. That is, the public transportation agency is pledging solely the anticipated Federal grant receipts. In most cases, the agency has no authority to pledge the full faith and credit of the State, and there are often restrictions on the use of dedicated local revenues such as sales taxes. Thus GANs have represented a significant increase in capability for public transportation agencies as they seek to complete major capital projects as close to on-time and on-budget as possible.