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Jeffrey A. Simon Director of Infrastructure Investment. Massachusetts Economic Recovery Plan. Unprecedented economic challenges More people turning to state government for help Deteriorating state revenues

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Jeffrey A. Simon

Director of Infrastructure Investment

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Massachusetts Economic Recovery Plan

  • Unprecedented economic challenges

  • More people turning to state government for help

  • Deteriorating state revenues

  • Integrate state, federal and private efforts to secure our common future

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  • Governor Patrick worked with the Obama Administration and the Congressional delegation to help shape the ARRA

  • Governor established Project Delivery Task Forces in December 2008 to begin planning for infrastructure funding

    • Identification of “shovel-ready” infrastructure projects

    • Recommendations for prioritizing projects

    • Recommendations for speedy and effective project delivery, including procurement, permitting and workforce

    • Over 275 participants from public agencies, the legislature, contractor organizations, labor unions, small businesses and other stakeholders

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  • Governor established

  • Working with the AG, IG, State Auditor and Comptroller to assess existing accountability controls & develop additional controls

  • Legislature established Joint Committee on Federal Stimulus Oversight

  • Establishing systems to ensure we can track and report on every dollar

  • Established Office of Infrastructure Investment

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American Recovery and Reinvestment Act (ARRA) - $787 billion

  • Clean Energy and Environment

    • Energy Efficiency and Conservation, Water and Sewer, Weatherization, Superfund, Brownfields

  • Education

    • K-12 Chapter 70, Higher Ed, Title I, IDEA, Pell Grants

  • Housing

    • Public Housing Improvements, Home Investment Partnership, Neighborhood Stabilization, Homelessness Prevention, Community Development Block Grants

  • Labor and Workforce Development

    • Workforce Training Programs

  • Public Safety and Security

    • Byrne Justice Assistance Grants, Community Oriented Policing, Violence Against Women, Fire Stations, Port Security, Emergency Shelters

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American Recovery and Reinvestment Act (ARRA) - $787 billion

  • Safety Net

    • Medicaid or “FMAP”, Unemployment Insurance, Transitional Assistance for Needy Families, Children and Family Service Programs, Food Stamps

  • Tax Benefits

    • Municipal Bonds

  • Technology and Research

    • Electronic Health Records, Broadband Expansion, National Science Foundation, National Institutes of Health

  • Transportation

    • Highways, Transit, Airports, High Speed Rail/Intercity Passenger Rail

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Distribution Methods

  • Specific, restricted purposes

    • Agency Plan

    • Competition

    • Demand

    • Formula

    • Tax Relief

  • Recipients - the Commonwealth, municipalities, private and non-profit entities

  • “Use it or lose it” requirements

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  • Filed state legislation to ensure compliance with ARRA and to ensure effective implementation

    • Provisions necessary to comply with ARRA (e.g., SRF)

    • Provisions recommended by Task Forces to ensure we maximize federal funds and comply with use it or lose it requirements (e.g., procurement)

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Maximize the dollars - $1-2B

Point of contact - the public

Point of contact - federal government

Ensure investment is done wisely

Coordinate funding with the Recovery Plan


Provide a coordinated response

Assist state agencies

Assist municipalities

Assist with obtaining prompt regulatory approvals

Office of Infrastructure Investment

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Compliance - GAO Selection

Central clearinghouse

Reporting to the Federal Recovery program


To the public

To the Federal government

To State government

Office of Infrastructure Investment

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Project selection

  • Shovel ready

  • #Jobs

  • Regional equity

  • Impact on Operating budgets

  • Invest for the long term

  • Reinforce Massachusetts’ strengths

  • Development Cabinet Priorities

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Project Selection







Problem Prevention

Rigorous Oversight


Inspector General

Attorney General

Recovery Accountability and Transparency Board

Government Accountability Office

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Next Steps

  • Work with each state agency to review proposals

  • Work with State and Federal agencies on available funding amounts - $6 - $9 billion

  • Work with our Federal partners to influence the development of federal guidance.

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Jeffrey A. Simon


[email protected]

[email protected]