ARRA Education Funding in Pennsylvania

1. ARRA Education Funding in Pennsylvania

2. Presenters: Michael Walsh, Deputy Secretary, Office of Administration, PDE Brian LaForme, Office of Administration, Stimulus Coordinator, PDE Sarah Hollister, Office of Policy, Policy Analyst, PDE Overview: Review of ARRA funds ARRA Reporting Basics PAEdTrak PAEdTrak Security PAEdTrak Overview Support and Resources Next Steps Presentation Overview

3. PDE’s ARRA Reporting Site • Resources include: • Recent Communications • PAEdTrak Security Setup • PAEdTrak User Manual • ARRA Overview • ARRA Reporting Review • ARRA Reporting Basics • SFSF Quick Guide for LEAs • SFSF Quick Guide for IHEs • Jobs Quick Guide_M-10-08 • SDB Guide • FAQs • PDE ARRA Information • PDE Home • Hot Topics-ARRA • ARRA Reporting

4. FY 2009-2010 Q3 – It’s a whole new Quarter PAEdTrak & PDE Portal Electronic Verification of Data (versus print/sign/mail) Resubmission of Highly Compensated (required every calendar year) First SFSF Payments went out to many LEAs/IHEs Small & Disadvantaged Business identification New This Quarter

5. Review of ARRA Funds 5

6. ARRA Education Funding to Pennsylvania

7. State Fiscal Stabilization Funds $1.56 billion (total Phase I and Phase II) to help stabilize education budgets and minimize state and local budget cuts in exchange for state’s commitment to advance essential education reforms. SFSF Update • Districts are now receiving SFSF payments (or will shortly) • SFSF Quick Guide on PASBO and PDE website • USDE and PDE will be doing additional monitoring on SFSF funds • Governor Rendell has proposed using SFSF for BEF in FY 2010-11 ( would allow for a BEF increase of $354.8 million) 7

8. QZAB (existing program) Eligible districts are those with low income, high tax effort Funds may be used for renovation or repair, equipment and technology, challenging curricula and training quality teachers Match required from business partner or private entity Qualified Zone Academy Bonds $62.7 million for 2008 and 2009 in zero interest bonds to eligible school districts for school renovations, repair and other educational activities.Qualified School Construction Bonds$316 million in 2009 in zero interest bonds to school districts for the construction or renovation of school facilities. Both types of bonds to be issued by state authority • QSCB (new program under ARRA) • Pennsylvania has determined that eligible districts will be low income, high tax effort or growing districts • Funds may be used for construction or renovation of school facilities

9. ARRA Competitive Grants • Race to the Top Update: • PA application for $400 million; includes 120 participating school districts • and their unions & 59 charter schools. • PA announced as a finalist on March 4, 2010. • Grantees will be announced in early April 2010 (6-7 grantees expected)

10. ARRA Reporting Basics 10

11. Purpose: Provide to the public a simple and clear explanation of ARRA expenditures and return on investment. Applies to all ARRA funds (not just education) Information will be reported by ARRA funding stream at federal and state websites: www.recovery.gov www.recovery.pa.us All LEAs and IHEs receiving ARRA funds through PDE signed contracts including (but not limited to) the following general requirements: Comply with all federal and state reporting requirements Cooperate fully with evaluators Comply with all applicable statutes and regulations Use appropriate fiscal control and fund accounting procedures See your Federal Grant Master Agreement, Rider ZZ & ARRA Agreement Addendum ARRA Reporting

12. ARRA Reporting Required • One Time Survey (your 1st qtr) – already completed by most LEAs & all IUs • Identifying and Contact information • DUNS & CCR registration • Compensation Affidavit (Required Annually – Calendar Year) • Information on most Highly Compensated Individuals in your organization • Three questions determine if you must report – most will NOT need to report • Quarterly Report • Quarterly confirmation of accuracy/changes in One Time Survey • ARRA reporting is on the use of funds (it is not accounting or cash management) • Quarterly activities supported by ARRA funds; Vendor Info and Payments; Jobs Data • One report for each Award, every quarter, until funds are fully expended • Quarterly FAI Cash on Hand Reports • Annual Final Expenditure Report • Additional Reports as requested by PDE and/or USDE

13. First-time reporters: Institutions reporting for the first time must: Register in the CCR: All entities receiving ARRA funds must be registered in the federal Central Contractor Registration System (CCR). To confirm your registration or register go to http://www.ccr.gov. Learn about ARRA Reporting: PDE’s ARRA Website has many resources for you. You can do these two steps NOW, without PDE or PAEdTrak ALL Reporters: No more eGRANTS for quarterly ARRA Reporting!! Now we have PAEdTrak!! PAEdTrak requires that All Institutions register their Users for the PDE Portal before accessing the PAEdTrak Application. You must set up users BEFORE you can use PAEdTrak to report. ARRA Reporting Set Up

14. PAEdTrak 14

15. New System for ARRA Reporting PAEdTrak • This is not eGrants; requires new user setup • Users will access PAEdTrak through the Education Portal • http://www.education.state.pa.us • Users who have UserID’s and passwords for the PDE Web Portal or the Education Portal may use those UserID’s to log in for PAEdTrak • Users without UserID’s must create new accounts • Please review the How To Create a UserID guide in the Help & Support community 15

16. Three Steps to Setup PAEdTrak Security • Selecting and Approving a PAEdTrak - Local Administrator for your Institution • The Local Application Administrator at your institution must approve a PAEdTrak - Local Administrator for your Institution for all ARRA funds. • Approving PAEdTrak Users • The PAEdTrak - Local Administrator – someone who is authorized to sign documents on behalf of their organization and approve Authorized Users – must approve themselves and other Users into the PAEdTrak User application group • Login and Access the PAEdTrak application • Members of the PAEdTrak User group may login and use the PAEdTrak application for ARRA funds. 16

17. PAEdTrak – Temporary Message • PAEdTrak is not yet open • When you have successfully signed up for the application you will see the message below

18. PAEdTrak Basics • Once PAEdTrak is open and you log on you will be able to access the following: • Review Announcements from PDE regarding ARRA Funds Reporting • Download Data Collection Templates and Instructions • View the list of Reports Submitted this Quarter • Institution Information - (Enter/Confirm/Update) • Upload Report – Upload completed Data Collection reports for the current Reporting Quarter • Help • Contact PAEdTrak

19. Reporting Templates • Excel Templates allow for easier reporting • Include Data Validation and Prompts • Can be saved to your PC or LAN • Easier to input data than in eGrants

20. PDE Help and Support 20

21. For Help with Login and Security issues please submit a help request through our online support request form: http://remedyweb.state.pa.us/PDEWizard.jsp For Help with PAEdTrak Application after login e-mail: ra-paedtrak-pde@state.pa.us For Help with ARRA Reporting requirements and questions, e-mail: ra-stimulus-pde@state.pa.us General Help & Support: http://www.portal.state.pa.us/portal/server.pt/community/department_information/7203/help_and_support/510956 Contact Information: If you have general questions on the appropriate use of funds based on your program/award (Title I, IDEA, etc.), please contact your program administrator at PDE using our website, www.education.state.pa.us and select Contact Us PDE ARRA Help & Support

22. Pennsylvania Department of Education American Recovery and Reinvestment Act ARRA Reporting FAI Reporting Basic Education Funding Overview & Contact U.S. Department of Education Recovery Site USDE ARRA 1512 Site USDE SFSF Site USDE Audit Guidance for SFSF Funds USDE Guidance on the State Fiscal Stabilization Fund Program White House Office of Management and Budget ARRA Site M-10-08 (Jobs Calculation Guidance as of 12/18/2009) OMB FAQs American Recovery and Reinvestment Act of 2009 www.recovery.gov Pennsylvania Association of School Business Officials Additional ARRA Resources

23. PA Green and Sustainable Schools PDE strongly urges school districts to ensure that renovation/construction projects include green and sustainable design, materials and equipment. Districts can save money by improving energy efficiency, and making investments in products that reduce energy usage. Consulting services may be available at no charge to school districts for projects being considered in existing or proposed Title I schools identified for School Improvement or Corrective Action. For more information, contact: Mike Walsh, Deputy Secretary for Office of Administration, PDE, 717-772-4789 PA Green and Sustainable Schools

24. Next Steps • E-mail Announcements • Notify ra-stimulus-pde@state.pa.us if not getting messages. • Verify e-mail on Institution Page – this will be used going forward. • Important Dates • March 17, 2010 8:00 am – PAEdTrak Opens • March 17, 2010 2:30-3:30 pm – Webinar on ARRA Reporting and PAEdTrak • March 23, 2010 11:15 am – Federal Programs Conference, Hershey PA • March 29, 2010 5 pm – PAEdTrak Closes and PDE begins data validation • April 5, 2010 – PDE Submits Final Data to Federal Government • Start Here • PDE ARRA Reporting Site • ARRA Reporting Review Sheet

25. Additional Info: ARRA link at www.education.state.pa.us Questions: ra-stimulus-pde@state.pa.us The mission of the Pennsylvania Department of Education is to lead and serve the educational community, to enable each individual to grow into an inspired, productive, fulfilled lifelong learner. 25