[Congressional Record Volume 161, Number 172 (Monday, November 30, 2015)]
[Senate]
[Pages S8183-S8186]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]
PUERTO RICO
Mr. HATCH. Madam President, I rise to speak on Puerto Rico's
financial and economic challenges.
The Government of Puerto Rico tells us the territory has more than
$73 billion in debt that is, to use their words, ``not payable.'' On
top of that, Puerto Rico has tens of billions of dollars in unfunded
pension liabilities and very few assets to back up its pension
promises. The economy in Puerto Rico has persistently registered
double-digit unemployment rates, staggeringly low labor force
participation rates and a bloated public sector and there are growing
strains on Puerto Rico's health care system, some of which reflected
the way the so-called Affordable Care Act was written to treat Puerto
Rico and other territories, some of which reflects differing treatment
between Puerto Rico, where residents do not pay Federal personal income
taxes, and States where residents are included in the Federal personal
income tax system. In short, there is very little good economic news
coming from Puerto Rico these days. As a result, we are seeing an
ongoing debate about what the Federal Government can or should do in
order to help the American citizens residing in Puerto Rico.
To me, this debate boils down to four relatively simple questions:
Question No. 1, should the Federal Government allow Puerto Rico access
to chapter 9 of the Bankruptcy Code or to even broader debt resolution
tools; question No. 2, will providing fresh tax incentives to Puerto
Rico help boost the island's economy by creating jobs and stimulating
growth; question No. 3, should Congress increase Federal resources to
help ease Puerto Rico's strained health care system; and question No.
4, should we take steps to exempt Puerto Rico from burdensome Federal
regulations--including labor, transportation, and energy regulations--
that may be contributing to the territory's ongoing economic struggles?
Today we have seen a number of proposals that attempt to address
these and other questions, although, in my opinion, many of them do so
in very awkward ways. I want to take time today to address each of
these four major questions in turn and hopefully shed some light on
what we have to consider as we try to address the growing crisis in
Puerto Rico.
So far, the majority of these discussions among policymakers with
regard to Puerto Rico have focused on question No. 1, allowing access
to chapter 9 bankruptcy relief. As we all know, chapter 9 applies
specifically to financially distressed municipalities that are seeking
protection from creditors as they develop and negotiate plans to adjust
their debts. Puerto Rico is not currently eligible for chapter 9
bankruptcy, meaning that granting them access to this type of relief
will require a legislative change to the Bankruptcy Code, which may
come with its own set of problems. Some proponents of the bankruptcy
solutions for Puerto Rico have argued that the clear language
preventing the island from accessing chapter 9 reflects some sort of
drafting error. They argue further that once Puerto Rico is eligible
for chapter 9 protections, it should apply to debts already incurred.
Now, whether the exclusion for Puerto Rico from chapter 9 was
intentional--and I don't believe it was--we should keep in mind that
there are potential rule-of-law issues at stake when we talk about
legislative action to retroactively alter the terms of debt contracts.
Puerto Rico's creditors entered into their contracts with the various
existing risks priced into the agreements in the form of interest rates
and other terms. If the island had been eligible for chapter 9
bankruptcy prior to entering into those agreements, creditors would
have formed different expectations, likely leading to different terms,
including differing interest rates that could have reshaped the demand
for Puerto Rico bonds. This is not rocket science. This is finance 101.
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We should be cautious about any legislative action that would alter
the terms of existing contracts. At the very least, we should consider
what impact extending chapter 9 to existing Puerto Rico obligations
would have on credit transactions moving forward, given that parties
set credit agreements based upon the laws they expect to apply. If
parties believe there is a real possibility that Congress might
retroactively change those laws in the future, they are likely to seek
different terms or reevaluate a contract's potential worth. Even so, it
is not at all clear that our amending chapter 9 to allow access for
Puerto Rico will solve the debt problems of Puerto Rico.
Officials from the Obama administration have argued that chapter 9
would only cover about 30 percent of Puerto Rico's outstanding
obligations and, as a result, even broader debt restructuring authority
is necessary. Therefore, those in Congress with proposed solutions that
center only on chapter 9 bankruptcy are apparently not aware of the
administration's position. However, the other nonbankruptcy proposals
we have seen--which would allow Puerto Rico to handle its debt on its
own--are also lacking. For example, we have seen proposals to allow the
Federal Reserve to purchase debt issued by Puerto Rico and to authorize
the Treasury to guarantee bonds issued by the Government of Puerto Rico
or any of its instrumentalities. Of course, this approach would run the
risk of setting very bad precedents for future insolvent entities and
is fraught with moral hazard.
Ultimately, those pushing to restructure Puerto Rico's debt as the
sole solution tend to want to simply blame the problems on the
creditors, using loose terms like ``hedge funds'' or ``vulture funds.''
For these people, punishing the creditors is their desired focus, not
because it is a viable solution but because, at the end of the day, an
opportunity for populist rhetoric is itself a valuable commodity
heading into a contentious election cycle.
While that approach may help some around here appeal to their
political base, it does precious little to help the people of Puerto
Rico and ignores the fact that a number of the creditors are middle-
class investors and retirees from virtually every U.S. State and
territory--from Utah to New York, to Puerto Rico itself.
Ultimately, whatever case can be made for restructuring authority for
Puerto Rico's debt, there may not be an urgent need for that authority
to be granted right away. This is evidenced by the fact that despite
several months of debate surrounding the issues, Puerto Rico has only
recently begun negotiating with some of its creditors. I would hope
that if the need for relief is in fact dire, the Government of Puerto
Rico will waste no time in negotiating and working toward private
solutions. If there is no urgency on that front, it would be hard to
argue that there is an urgent need for Congress to consider proposals
relating to chapter 9 bankruptcy or broader restructuring authority.
That is question No. 1.
Let's talk about question No. 2, which deals with tax incentives to
boost Puerto Rico's economy. On the tax front we have seen proposals in
Congress to allow residents in Puerto Rico to claim the earned-income
tax credit and the refundable portion of the child tax credit on the
same basis as other U.S. taxpayers. Likewise, the Obama administration
has indicated support for a similar approach, although they have not
provided any real details as to what their proposal would look like.
Proposals such as these are problematic for a number of reasons. As I
mentioned, the residents of Puerto Rico are exempt from the Federal
personal income tax system, meaning that they do not pay any personal
Federal income tax. Therefore, offering these refundable tax credits
would not reduce their tax burden because you can't reduce a tax burden
that is already zero. In other words, these tax credits would
ultimately be cash payments offered directly to lower income residents
of Puerto Rico. On top of that, the earned-income tax credit and the
child tax credit are already rife with fraud and overpayments when they
are offered to taxpayers who are required to file a return and can at
least theoretically incur a tax burden at some future date if their
income goes up. Extending these same credits to Puerto Rico could very
well introduce a number of threats to the integrity and administration
of our tax system.
Those who issue these types of proposals rarely have a solution to
these inherent concerns. Moreover, we haven't seen any public
information from congressional scorekeepers as to how much these
proposals would cost. I also haven't heard any proponents of this
approach offer so much as a hint about how they would plan to offset
the costs or if they intend to offer any offset at all.
Long story short, most of the tax-related proposals to the Puerto
Rico situation leave much to be desired. That is not to say we should
not do anything in this area. There are quite likely tax incentives we
could offer to better incentivize growth and labor force participation
and perhaps investment in the Puerto Rican economy. I think it would be
safe to say Republicans would be open to such a discussion. But to
date, I haven't seen anything that resembles a serious solution that
focuses on the Tax Code.
This brings us to question No. 3, dealing with health care policy,
which has been the primary focus of a number of our colleagues when it
comes to these issues. Here in Congress, we have seen some poorly
constructed proposals that, when boiled down to their essence, would
allocate more than $30 billion from the general fund directly to Puerto
Rico. Of course, that is not how the proponents describe their ideas.
Typically, these proposals are couched as changes to the way Puerto
Rico's share of Federal health dollars is determined under existing
programs. However, while the issues are admittedly complex, the result
is fairly simple: Fiscal irresponsibility would be rewarded to the tune
of tens of billions of dollars.
Now, don't get me wrong--we will very likely have to consider these
ideas to alter the means by which we allocate Federal health funds to
Puerto Rico. However, if we decide to go that route, it is essential
that we move forward in a fiscally appropriate and responsible manner.
To date, I have yet to hear any concrete thoughts from proponents in
Congress or from our Federal health agencies about how this can be
done. I have heard, however, that the so-called Affordable Care Act is
the source of some of the health care-related problems faced by Puerto
Rico. I will leave it to those who wrote that law and forced it through
Congress on a partisan basis to explain why that is the case.
We now come to question No. 4, the possibility of providing Puerto
Rico with relief from various Federal regulations. We have heard a
number of ideas in this area, including reforms or exemptions from
regulations governing labor markets, shipping, energy costs, and
others. While I am inherently sympathetic to proposals to scale back
Federal regulations, the issues here are very complex and would become
very political in a hurry.
For example, while I haven't taken any straw polls, I think it is
safe to say that many of my friends on the other side of the aisle
would reflexively oppose any attempt to mitigate the application of
Federal minimum wage regulations to Puerto Rico. This would be puzzling
given that Congress has offered similar relief to other ailing U.S.
territories in the relatively recent past. On top of that, the Krueger
Report, which was commissioned by the Government of Puerto Rico along
with a host of economic analysts across the political spectrum, argued
that allowing Puerto Rico the flexibility to set minimum wages that
differ from the Federal levels would have a positive economic impact
and that the current minimum wage levels do not fit productivity
conditions on the island. Still, even in the face of all this evidence
and precedent, my guess is that many of my colleagues would take issue
with this idea.
I would expect they would similarly reject out of hand any proposals
to scale back environmental regulations and rules governing
transportation even if it could be shown that their regulations were
having a negative impact and contributing directly to Puerto Rico's
fiscal and economic predicament. Unfortunately, Madam President, for a
number of our colleagues here in Congress, commitment to ideology too
often does not allow room to
[[Page S8185]]
admit when your policies are not working. While the situation in Puerto
Rico isn't the first time we have seen that come up, I expect we will
see that happening a lot if we get a chance to consider regulatory
relief as a potential solution.
Those are the four main questions we face with regard to Puerto Rico.
While they each come with their own sets of difficulties, those are the
basic categories of solutions we have seen come to light so far. Of
those four categories, two of them--the tax and the health care
categories--are interrelated insomuch as Members of Congress and
administration officials have made them the focus of various ideas to
help Puerto Rico improve its fiscal situation and perhaps its economy.
While those putting the tax and health proposals forward have largely
been silent about what our official scorekeepers--the CBO and the Joint
Committee on Taxation--will say about the costs of their CTC ideas, I
have done some of my colleagues' homework for them.
Adding up the refundable tax credits, including the EITC and the CTC,
and health-related resource flows, including changes to Medicaid
allocations, the overall cost looks to be well north of $30 billion and
likely around $40 billion over the next 10 years. Those are hardly
insignificant figures.
Questions of funding and resource allocation are always difficult,
and they implicate a number of issues. It isn't as simple as just
deciding to give more health funds to Puerto Rico or access to
refundable tax credits because doing so would necessarily mean reduced
funding for other Federal priorities or increased taxes or yet more
Federal debt.
True enough, Puerto Rico's problems are multidimensional and complex,
and I don't know anyone in Congress who is indifferent to the plight of
these American citizens. Sadly, these facts don't make our unpleasant
budget arithmetic any easier. If anything, they make it all the more
complicated. In short, there are no easy answers.
That said, regardless of how we move forward, we need to have a
clearer picture of what is going on in Puerto Rico. We need to have the
fiscal facts regarding the island's indebtedness, funding levels, and
needs. Yet, to date, we have not seen any recent audited financial
statements from Puerto Rico, although we have asked for them. Instead,
we are being asked to rely on statements and cash flow analysis
commissioned by the Government of Puerto Rico. As of right now,
finances in Puerto Rico remain extremely opaque and difficult to
monitor. Congress should demand independent verification of the
territory's finances before moving forward on any kind of relief
package.
Moreover, while we are hearing horror stories of inadequate cash flow
and a liquidity freeze in Puerto Rico, it is difficult to ascribe much
urgency to the situation when we are still seeing and reading about
relatively large outlays for questionable expenses. Indeed, it is hard
to believe an entity is in danger of running out of cash when it is
paying for a broad public relations and lobbying campaign and when
officials are talking about protecting hundreds of millions of dollars
in year-end bonuses for government employees.
This brings us to yet another difficult question. I suppose you could
call this question No. 5. What can we do to ensure that Puerto Rico
changes its clearly unsustainable fiscal course? No matter what we do
with regard to debt restructuring, tax policy, health care policy, or
regulatory relief, the solution will ultimately be meaningless if we
don't take steps to ensure that Puerto Rico doesn't simply continue on
the fiscally irresponsible path that brought them to this mess in the
first place. Even if every creditor gets a massive haircut and all the
requested resources are channeled directly to the island, steps need to
be taken to avoid getting into this situation again in the future.
For some time Puerto Rico has spent more than it takes in from
revenues and receipts and has covered the difference with debt. The
debt that has been issued has tapped out virtually every possible
future receipt of the government, and basic budget arithmetic has
caught up with this unsustainable fiscal recipe and has effectively
shut Puerto Rico out of funding markets.
In short, Puerto Rico must move to policies that are fiscally
sustainable. Madam President, that is not me trying to impose on Puerto
Rico's sovereignty. That is not an agenda of ``austerity'' at work. It
is just the simple budget arithmetic of the situation. Before we
undertake any efforts to provide relief or assistance to Puerto Rico,
we need to give this simple math its proper consideration and demand a
workable plan for the future. I would like to see Puerto Rico submit
such a plan, and that plan is going to have to include how they resolve
the overwhelming burden of government down there when they have allowed
it to grow out of control and become the employer of last resort.
For its part, the Obama administration has chosen to remain
relatively vague on this somehow. In October, we saw a joint statement
from Treasury, the Department of Health and Human Services, and the
National Economic Council outlining a general plan which they called a
``Roadmap for Congressional Action.'' This roadmap contained many of
the same general proposals I have discussed today with regard to
bankruptcy relief, tax credits, and health spending. Conspicuously
absent were any proposals for regulatory relief for Puerto Rico. Also
absent were any real cost estimates or proposed offsets, just some
lipservice to the need to undertake these changes in a ``fiscally
responsible'' way.
I have made inquiries to various agencies, including Treasury and
HHS, with little in the way of detailed response to many of these
issues at stake here. It remains puzzling to me that in the midst of
what some in the administration are calling a ``humanitarian crisis,''
we are seeing very little engagement from our health agencies,
particularly when so many have been arguing that the crisis stems in
large part from the lack of health care funding in Puerto Rico.
It also seems that provisions of taxpayer-funded technical
assistance--which I would think would be considered in any package
aimed at Puerto Rico--may be rendered moot given that, as I understand
it, Treasury officials are working to wedge such a system on the
sidelines into appropriations vehicles. Needless to say, before
Congress can even begin to consider a significant legislative package
to address the situation in Puerto Rico, we need more information from
the administration about what it is now doing and what it plans to do
in the near future. Put simply, it would not be productive for Congress
to move forward on a legislative vehicle costing billions of dollars,
if not tens of billions of dollars, without knowing beforehand if that
legislation contradicts or conforms to the plans of Federal agencies.
Long story short, Madam President, this will likely be a significant
undertaking. There are a lot of ideas floating around. Some may work;
others clearly will not. As the chairman of the Senate committee with
jurisdiction over our Tax Code and most of the relevant health
programs, I am more than willing to work with my colleagues on both
sides of the aisle to find a bipartisan path forward. To accomplish
that goal, we need everyone involved to be upfront and willing to work
together. That goes for Members of Congress, the administration, and
the Government of Puerto Rico. Everyone needs to come clean about the
current state of affairs, the specific needs and amounts requested, the
actual costs of any legislative or administrative proposal, and whether
they want to offset costs or simply incur more Federal debt. Right now,
too many people are willing to throw out demands and vague proposals--
with the price tag as high as $30 billion to $40 billion--accompanied
by a lot of political rhetoric. That is precisely what we do not need.
It would be very easy to play politics with this issue. My hope is
that enough of us will be able to set that aside to allow Congress to
do right by our fellow citizens in Puerto Rico. There are some who
believe that crass politics may be playing a role here and that some
would throw Puerto Rico to the dogs so that more and more people will
immigrate to Florida for political purposes.
I hope that is not true. I can't believe that is true, but it has
been stated. I hope we can come together as Democrats and Republicans
to solve this problem. Puerto Rico is going to have
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to help us to know what to do. I suspect the creditors are going to
have to help us, too, or we are going to have to help them as well. I
stand ready, willing, and able as chairman of the Finance Committee to
solve these problems. But so far we haven't even received the right
financial statements from Puerto Rico, and we can't move ahead without
having clear-cut information that shows us what is going on, what the
problems are, what we have to do, and how to do it.
I want to do whatever it takes to help Puerto Rico resolve these
problems, and I would like to see Puerto Rico itself resolve them. It
may take some help from us; it may take some help from creditors. I
would like to see them sit down with creditors before we come up with
some colossal Federal program that is going to basically hurt
everybody. But I am open, and I sure as heck want to get this problem
solved.
I like the people of Puerto Rico. I think they deserve better
treatment than this. But they also got themselves into this problem by
requiring too much of the central government and spending more and more
all the time, with more and more central government employees that they
don't need. That is a large part of this problem.
I yield the floor.
The PRESIDING OFFICER. The Senator from Florida.
Mr. NELSON. Madam President, this Senator from Florida doesn't think
it is true that Puerto Rico is having such economic chaos that the net
result is that Puerto Ricans--who are American citizens--move to
Florida. The fact is that some are moving to Florida, I would say to
the distinguished Senator from Utah, because of the economic
deprivation of the island.
It would seem to me, as someone who has looked at this issue and has
been to the island and spoken to the leaders, that there is an
essential element of fairness here. If the bankruptcy laws are allowed
to apply to all States and municipalities, why would those bankruptcy
laws not apply to Puerto Rico and its need to reorganize its finances
as well?
Mr. HATCH. Will the Senator yield?
Mr. NELSON. I will. Let me make this statement.
There is another part of unfairness, and that is that Puerto Ricans
are not being treated the same way under the Medicare and Medicaid laws
as well. To this Senator from Florida, who is close to the Puerto Rican
people, it does not seem to be the fair thing.
Regardless of what the issue is with regard to how they got into
economic trouble, the fact is they are in economic trouble. The
question is, How are we going to get them out of economic trouble?
Of course, for purposes of a question, I yield to the distinguished
Senator, my chairman of the Finance Committee.
Mr. HATCH. I appreciate my friend and colleague from Florida. I too
understand that he understands a lot about this.
Look, bankruptcy laws do not apply. That doesn't mean we can't change
that. I am not sure that is the way to do it. We are going to have to
have some real information before we can move in that direction--which
may be dangerous.
I do think it is incumbent upon the Puerto Rican leadership to
provide us with audited financial statements, so we really know what
the problems are, so we can then approach this in an intelligent,
reasonable, healthy, loving way. I am for getting this problem solved,
but I am not for just throwing money at it when we know their central
government is completely bloated and that is what is causing some, if
not most, of the problems. At least that is what we have been told.
I am happy to look at financials. I am happy to look at whatever
suggestions are made. Not that I am that important, but we can move if
we know what we are talking about. I am not about to move on the backs
of the rest of the American taxpayers until they clean up the mess that
is there, and they sit down with their creditors and see what they can
work out. We ought to be encouraging them. I think their creditors want
us to encourage them because they think it can be worked out--at least
the one that I have spoken with.
So I commit to the distinguished Senator. He knows I don't make
commitments unless I mean them. I am going to try to solve this
problem. When I say ``I,'' I mean our committee and our Congress is
going to try to solve this problem. But let's do it in an intelligent
way. Let's get all the facts, let's get some cooperation from Puerto
Rico, and let's get the right financials so we know exactly what we can
work with. If we can get all that, hopefully we can find some solutions
here that will bring these folks into balance and give them a shot for
the future.
Last, but not least, I agree with the distinguished Senator that they
have not been treated fairly, and it is time for us to start treating
them fairly.
I disagree with him that there are not people in Congress who would
love to see more and more coming to Florida as Democrats. I am pretty
sure that is the case, but that shouldn't be the case. We should be
working on these problems and solving them.
I commit to the distinguished Senator from Florida who is a great
Member of our committee that I will work with him, and we will see what
we can do to solve these problems. But let's get some financials we can
rely on before we go off on some deep end and miss the boat here.
Mr. NELSON. The Senator is certainly entitled to the information in
order to make a reasonable judgment. This Senator is advocating
fairness in the system.
There was a time that Puerto Rico was, in fact, included under the
bankruptcy laws. For whatever reason, a couple of decades ago the law
was changed and they were treated differently; the same was true with
Medicare and Medicaid payments. I think, regardless of what their
financials show, Congress is going to have to take action. So when the
Senator gets the information he wants, then I hope we can act forthwith
because this is a problem that is with us at the moment. They are about
to the point that they cannot make the payments on their debt
obligations. So the day of reckoning is basically here.
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