The American Recovery and Reinvestment Act (HR 1): What - PowerPoint PPT Presentation

Loading...

PPT – The American Recovery and Reinvestment Act (HR 1): What PowerPoint presentation | free to download - id: 3f2031-NWUxO



Loading


The Adobe Flash plugin is needed to view this content

Get the plugin now

View by Category
About This Presentation
Title:

The American Recovery and Reinvestment Act (HR 1): What

Description:

March 17, 2009 Four Principles: Spend funds quickly to save and create jobs. Pick up pink slips Improve student achievement through school improvement and reform. – PowerPoint PPT presentation

Number of Views:51
Avg rating:3.0/5.0
Slides: 53
Provided by: joelp
Learn more at: http://www.nea.org
Category:

less

Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: The American Recovery and Reinvestment Act (HR 1): What


1
The American Recovery and Reinvestment Act (HR
1) Whats In It? Whats Next? Whats the Impact
on Higher Education? Joel Packer Director,
Education Policy and Practice Jpacker_at_nea.org
March 17, 2009
2
Webcast Etiquette
  • Participants phones will be muted during
    presentation and un-muted for discussion session
  • When un-muted, please refrain from side
    conversations. All speaking can be heard on the
    conference call. If you must talk, mute your
    phone (press 6)
  • Do NOT put your phone on hold! If you must leave
    the room, simply put the phone down
  • Identify yourself when speaking

3
Todays Webcast
  • Congratulations
  • What we got
  • Next Steps
  • FY 2009 Omnibus
  • FY 2010 Obama budget
  • Questions to Consider

4
But First Congratulations and Thank You
  • This package includes MAJOR investments for
    education!
  • The biggest federal investment in history
  • More than the entire current U.S. Department of
    Education budget

5
We Couldnt Have Done it Without You!
  • 56,000 e-mails to Congress through NEA LAC
  • Over 5,000 e-mails to state legislators
  • 15,000 patch-thru calls to Members of Congress
  • 279 personal Hill visits by NEA Board of
    Directors and affiliate leaders more than ½ the
    Congress

6
What We Got
7
Overall Funding Totals
  • Overall package 787 billion
  • Spending totals 575 billion
  • Tax cuts 212 billion

8
(No Transcript)
9
Key Resources
  • NEA Stimulus email box
  • stimulus_at_nea.org
  • NEA.org page
  • http//www.nea.org/home/ns/29549.htm

9
10
Key Resources
  • White House Website http//www.recovery.gov
  • USED ARRA webpage http//www.ed.gov/policy/gen/le
    g/recovery/index.html
  • Council of State Governments http//www.staterec
    overy.org/
  • American Council on Education http//www.acenet.e
    du/AM/Template.cfm?SectionGovernment_Relations_an
    d_Public_PolicyCONTENTID31323TEMPLATE/CM/HTMLD
    isplay.cfm

10
11
Whats Happening in States?
  • Recovery.gov has updated state information,
    including copies of state certifications
  • http//www.recovery.gov/?qcontent/state-recovery-
    page
  • 27 states and DC have officially said they want
    funds AR, CA, CT, IL, KS, KY, LA, ME, MA, MI,
    MN, NV, NH, NM, NC, ND, OH, OK, OR, RI, SD, TX,
    UT, VA, WA, WI, WY
  • Has links to 34 states websites

11
12
Education Funding Totals
  • Education and related programs (including tax
    credit bonds) 130.24 billion
  • U.S. Department of Education discretionary
    funding 96.76 billion
  • Current funding 59.18 billion
  • ARRA increase 164!
  • NEA national, state, and CD funding tables
    available at http//www.nea.org/home/29549.htm

12
13
(No Transcript)
14
Funding Totals ESEA
  • Title I Grants to LEAs 10 billion (72)
  • School Improvement Grants 3 billion (611)
  • Education Technology State Grants 650 million
    (243)
  • Teacher Incentive Fund 200 million (206)
  • State Data Systems 250 million
  • Impact Aid school construction 100 million
  • Education for homeless children 70 million
    (109)

15
Other K-12 Funding
  • IDEA 12.2 billion
  • New school modernization tax credit bonds
  • 22 billion (11 billion for each of 2009 and
    2010)

16
Early Childhood Education
  • Head Start 1 billion
  • Early Head Start 1.1 billion
  • Child care Development Block Grant 2 billion

17
Funding Totals Higher Education
  • Pell Grants 15.64 billion
  • Also a mandatory funding increase of 1.47
    billion
  • Maximum award will increase by 500 to 5,350
    (10.3) for 2009-10 school year.
  • College Work-Study 200 million (20.4)

17
18
Funding Totals Higher Education
  • Higher Education Teacher Quality 100 million
    (297)
  • New HEOA focuses these funds on pre-Baccalaureate
    preparation of teachers and teacher residency
    programs

18
19
Funding Totals Higher Education
  • National Science Foundation 3 billion
  • 2 billion for research
  • 900 million for major research equipment and
    facilities
  • 100 million for math/science education,
    scholarships
  • Robert Noyce Scholarship Program 60 million
  • Math and Science Partnerships 25 million
  • Professional Science Master's Programs 15
    million

19
20
American Opportunity higher education tax credit
  • For 2009 and 2010 covers 100 of first 2000 in
    college costs 25 of next 2000 2500 maximum
    credit (13.9 billion)
  • Increase from current 1800 HOPE tax credit
  • Costs now includes books
  • For undergrads at least half-time covers all
    four years of undergrad
  • Upper-income eligibility limits
  • adjusted gross income of up to 160,000 (80,000
    for singles)
  • up to 180,000 (90,000 for singles) eligible to
    claim a partial credit
  • 1000 available as refundable credit for those
    without sufficient tax liability

21
Health Provisions
  • Increased federal share of Medicaid spending
    86.6 billion.
  • Available immediately and through 12/31/2010.
  • COBRA new 65 federal subsidy for health
    insurance premiums--up to nine months for workers
    and their families laid off between Sept. 1, 2008
    and Dec. 31, 2009 (24.7 billion)

22
Tax Provisions
  • Making Work Pay refundable tax credit
  • 400 per person 800 per family for 2009 and
    2010 (116.2 billion)
  • 250 one-time 2009 payment for retirees (14.2
    billion)
  • Thanks to NEA, includes state and local employees
    not eligible for Social Security (218 million)

22
23
Funding Totals Stabilization Fund
  • State Fiscal Stabilization Fund - flexible
    funding through existing state education formulas
    53.6 billion
  • 39.5 billion for general fiscal relief for
    public school districts and public institutions
    of higher education

23
24
Funding Totals Stabilization Fund
  • 8.8 billion for Governors "...for public safety
    and other government services, which may include
    assistance for elementary and secondary education
    and public institutions of higher education and
    for modernization, renovation, or repair of
    public school facilities and institutions of
    higher education facilities
  • 4.35 billion for State Incentive Grants
  • 650 million for Innovation Fund

24
25
State Stabilization Fund Provisions
  • Funds to be allocated to States (Governors)
  • State allocations 61 based on share of
    population aged 5-24 and 39 based on share of
    overall population

25
26
State Stabilization Fund Provisions
  • Funds available for obligation through September
    30, 2011
  • No later than 45 days after enactment (April 3,
    2009), Governor must certify state will request
    and use funds
  • If Governor fails to request funds, state
    legislature can do so by adopting a resolution

27
State Stabilization Fund Provisions
  • State must maintain education spending at least
    at FY 06 level for each of Fiscal Years 2009,
    2010, and 2011
  • For Higher ed, excludes capital projects or for
    research and development or tuition and fees paid
    by students
  • Secretary of Education may waive or modify
    requirement for each of those years
  • Fiscal years are as defined by state law

27
28
State Stabilization Fund Provisions
  • Primary use of 39.5 billion education fund
  • Distribute funds through existing state funding
    formulas to restore school district and public
    college budgets in FY 2009, 2010, and 2011, to
    the to the greater of FY 2008 or FY 2009 level of
    State support, and
  • Where applicable, allow implementation of
    existing formula increases for elementary and
    secondary education for FY 2010 and 2011, and
    funding for phasing in State equity and adequacy
    adjustments, if enacted pursuant to State
    law prior to 10/1/08.

28
29
  • If funds insufficient to meet above then Governor
    allocates funds to K-12 and higher ed in
    proportion to the relative shortfall in State
    support for each sector
  • Any remaining funds to be distributed to LEAs via
    Title I formula
  • With approval of Secretary, State can use funds
    to meet HEOA Maintenance of Effort requirement

30
State Stabilization Fund Provisions
  • Funds received by LEAs can be spent for any
    purpose allowable under ESEA, IDEA, the Adult and
    Family Literacy Act, the Perkins Career and
    Technical Education Act, or for modernization,
    renovation or repair of public school facilities
  • Institutions of higher education can use funds
    for education and general expenditures, to
    mitigate the need to raise tuition and fees for
    in-state students, and for modernization,
    renovation or repair of facilities
  • excluding stadiums and religious facilities

30
31
State Stabilization Fund Assurances
  • States must meet assurances to get funds
  • Address inequities in teacher distribution
    (already required by NCLB)
  • Establish statewide preK postsecondary ed
    longitudinal data system (new requirement)
  • information regarding the extent to which
    students transition successfully from secondary
    school to postsecondary education, including
    whether students enroll in remedial coursework
  • Improve quality of NCLB academic assessments
    (already required by NCLB)

31
32
State Stabilization Fund Assurances
  • Improve State academic content standards and
    student academic achievement standards so
    students exit high-school ready for college, the
    21st century workforce, and the Armed Forces
    without remediation
  • Comply with corrective action and school
    restructuring provisions of AYP (already required
    by NCLB)

32
33
USED Releases Guidance
  • March 7 USED released guidance www.ed.gov
  • Separate fact sheets on State Fiscal
    Stabilization Fund (SFSF), IDEA, and Title I
  • Guidance mostly focuses on timing of release of
    funds
  • Additional guidance and applications still to
    come

33
34
USED Releases Guidance
  • Four Principles
  • Spend funds quickly to save and create jobs.
  • Pick up pink slips
  • Improve student achievement through school
    improvement and reform.  
  • Ensure transparency, reporting and accountability.
     
  • Invest one-time ARRA funds thoughtfully to
    minimize the funding  cliff.  
  • Dont expect to have as much money in FY 2011 or
    2012.

34
35
USED Funding Release Schedule
  • State Fiscal Stabilization Fund
  • Applications for the initial 67 percent of funds (
    32.6 billion) will be available to Governors by
    the end of March, and funds will be made
    available by the Department within two weeks
    after receipt of an approvable application.
  • The Department expects to make available the
    remainder of the funds (16 billion) during the
    period July 1 to September 30, 2009, conditioned
    on states providing additional information.

35
36
USED Funding Release Schedule
  • State Fiscal Stabilization Fund
  • If a state demonstrates that the amount of funds
    it will receive in phase one (67 percent of its
    total stabilization allocation) is insufficient
    to prevent the immediate layoff of personnel, the
    Department will award the state up to 90 percent
    of its allocation in phase one. In such cases,
    the remaining portion of the state's allocation
    will be provided after the Department approves
    the state's plan.

36
37
State Fiscal Stabilization Fund
  • streamlined application by end of March
  • (1) must provide assurances that State will take
    actions to
  • (a) increase teacher effectiveness and address
    inequities in the distribution of highly
    qualified teachers
  • (b) establish and use pre-K-through-college and
    career data systems to track progress and foster
    continuous improvement
  • (c) make progress toward rigorous college- and
    career-ready standards and high-quality
    assessments and
  • (d) support targeted, intensive support and
    effective interventions to turn around schools
    identified for corrective action and
    restructuring 

37
38
State Fiscal Stabilization Fund
  • (2) contains baseline data that demonstrates the
    state's current status in each of the four
    education reform areas and
  • (3) includes a description of how the state
    intends to use its stabilization allocation.
  • Transparency in calculating state shortfall

38
39
State Fiscal Stabilization Fund
  • SFSF phase 2
  • Remaining funds released after the Department
    approves the state's plan detailing its
    strategies for addressing the education reform
    objectives described in the assurances. This plan
    must also describe how the state is implementing
    the record-keeping and reporting requirements
  • More guidance to come
  • phase-two funds will be awarded beginning July 1,
    2009, on a rolling basis

39
40
Fiscal Year 2009 Omnibus
  • USED overall discretionary increase 3.43
    billion (5.8)
  • These funds are in addition to the amounts in
    ARRA.
  • Together with ARRA increase of 96.8 billion,
    total FY 09 USED increase 100.2 billion
    (169!!)

40
41
Omnibus Provisions
  • Career and Technical Education no change
  • Bush proposed to eliminate
  • Pell Grants 3.073 billion (21.6)
  • Needed in addition to ARRA funds to raise maximum
    to 5,350
  • 906,000 additional students to receive a Pell
    grant
  • Small increases for
  • TRIO (19.9 million)
  • GEAR-UP (9.8 million)
  • Teacher Quality Enhancement (16.3 million)
  • International Education (9.9 million)

41
42
42
43
FY 2010 Budget
  • President Obama on 2/26 released his FY 2010
    budget outline. http//www.ed.gov/about/overview/b
    udget/budget10/index.html
  • Very few funding details provided. But overall
    increase is only 1.1.
  • Details not available until April.

43
44
FY 2010 Budget
  • Expands Pell Grants and Puts the Program on Sure
    Footing.
  • Maximum award increases to 5,550.
  • Program made mandatory with maximum award indexed
    to inflation plus 1.
  • Stabilizes the Student Loan Program for Students
    and Saves Billions of Dollars for Taxpayers.
  • Eliminates loans through private lenders - all
    loans will be direct loans from federal govt.
  • Saves 4 billion/year

44
45
FY 2010 Budget
  • Focuses on College Completion.
  • Creates a new five-year, 2.5 billion Access and
    Completion Incentive Fund to support innovative
    State efforts to help low-income students succeed
    and complete their college education.
  • Restructures and expands the Federal Perkins Loan
    Program
  • Loan volume will increase form 1 billion to 6
    billion
  • Colleges and universities participating would
    increase from 1,800 to 4,400

45
46
46
47
Questions to Consider
  • 1. Has your Governor submitted a certification
    that he/she will request ARRA funds?
  • 2. Who is in charge in your state Governor, a
    recovery czar, state legislature?
  • 3. Has Governor decided if he/she will spend
    state stabilization funds in each of fiscal years
    2009, 2010, 2011, or instead concentrate funds
    this year?

47
48
Questions to Consider
  • 4. Has state calculated its shortfall in state
    support for K-12 and higher ed?
  • 5. Is state planning to use SFSF money to
    supplant planned education funding?
  • 6. Has state decided how it will allocate funds
    to public institutions of higher education?
  • 7. Are stabilization funds enough to cover total
    state level education shortfall?

48
49
Questions to Consider
  • 8. Will state ask for 90 of funds in phase 1?
  • 9. Has state made preliminary allocations to
    school districts and public institutions of
    higher education?
  • 10. Who will decide how to spend the 18.2 in
    flexible funds will any be spent on education?
    Higher education? School modernization?

49
50
Questions to Consider
  • 11. Will state request a waiver of SFSF FY 2006
    Maintenance of Effort requirement?
  • 12. Who will decide local uses of SFSF ?
  • 13. Is money enough to prevent all layoffs,
    budget cuts?
  • 14. Will SFSF funds be used to supplant state or
    local funds?

50
51
Questions to Consider
  • 15. Will any money be spent by institutions on
    repairs/modernization?
  • 16. Are there plans on what to do once SFSF is
    gone?
  • 17. How will SFSF impact collective bargaining
    agreements?
  • 18. What is the role of your association in all
    of the above?

51
52
Questions?
About PowerShow.com