American Recovery and Reinvestment Act

1. American Recovery and Reinvestment Act July 14, 2009 Missouri Department of Elementary and Secondary Education

2. ARRA • Signed into law by President Obama in February • Designed to stimulate the economy and improve education • $100 billion education investment

3. Four Guiding Principles of ARRA • Spend funds quickly to save and create jobs; • Improve student achievement through school improvement and reform; • Ensure transparency, reporting, and accountability; and • Invest one-time ARRA funds thoughtfully to minimize the “funding cliff.”

4. State Assurances • Make progress toward rigorous college- and career-ready standards and high-quality assessments that are valid and reliable for all students, including English language learners and students with disabilities; • Establish pre-K to college and career data systems that track progress and foster continuous improvement; • Make improvements in teacher effectiveness and in the equitable distribution of qualified teachers for all students, particularly students who are most in need; • Provide intensive support and effective interventions for the lowest-performing schools.

5. ARRA Funds for Missouri Schools • State Fiscal Stabilization Funds - $920 million • Education $753 million • Government Services $167 million • Formula Funds • Title I, Part A - $141.8 million • Title I, Part A 1003(a) - $5.9 million • Title I, Part A 1003(g) - $48.6 million • Title II, Part D - $9.7 million • Title VII, Part B (Homeless) - $1.1 million • IDEA, Part B - $227.1 million • IDEA, Part B ESCE - $6.3 million

6. ARRA Funds for Missouri Schools • Competitive Grants • LEA Grants • National School Lunch Program - $1.8 million • Invest in What Works (Fall 2009) - $650 million • State Grants • Institute for Educational Services - $2-9 million per state • Innovation and Improvement – Teacher Quality • Race to the Top Grants - $4.3 billion • Bonds • QSCB - $141,441,000 • QZAB - $ 25,990,000

7. Timeline for Formula Funds • Allocation of funds – One Time Funds - Most of the funds were allocated by July 1, 2009 • Distribution to school districts – Based upon payment requests through ePeGS • LEA obligation of funds – September 30, 2011 • State Liquidation of funds – December 30, 2011

8. School Construction • Previous versions of ARRA had dedicated funding for school construction • Final version has no dedicated funding source for school construction • May be able to use ARRA funds from other sources to fund construction, renovation, or repair projects

9. Reporting Requirements • Jobs created • Jobs maintained *This information is reported as part of the budget application on ePeGS • CCR/DUNS registration on Screen 2 of Core Data for the August 2009-2010 cycle • Account for ARRA funds received and expended

14. Application How to Apply for ARRA funds under formula grants? • Districts will apply for ARRA funds in the same manner as they apply for regular funds, which is through the ePeGS Funding Application.

16. Application Paper-Based Application for Title II.D competitive grants • Paper-based applications were submitted by April 10, 2009, reviewed by panels of Missouri educators, and notified of scores and approval status June 18 • awarded 14 competitive grants: 8 eMINTS and 6 other models • Approved budgets will be entered on ePeGS funding application.

17. Application How to Apply for ARRA funds under formula grants? • For programs that have both regular and ARRA funds in one budget, there is a regular expenditure function code and a corresponding ARRA expenditure function code. • If the program budget is only ARRA funds, there are ARRA expenditure function codes

21. Payment How to request payment for formula and Title II.D competitive funds  • Districts will request payments for all of the ARRA funds through the payment request option in ePeGS. • Under each funding source, there will be a field for ARRA funds. • Cash Management Improvement Act (CMIA) – May not earn interest on federal funds

24. Stabilization Funds Education • Basic Foundation Formula - $459 million • Fixed amount of district’s FY10 calculation • Part of payments – August – December • Specific revenue code • Track expenditures by project code • Reimbursement or spend within 3 days of receipt (Cash Management Investment Act)

25. Stabilization Funds Government Services • Transportation - $20 million • Part of funding for Transportation Formula • Career Ladder - $37 million

26. Bonds • Qualified School Construction Bonds • 33 districts awarded the $141 million • Requests capped at $15 million • Proration applied • Anticipate allocation for calendar year 2010; allocation process may differ from the 2009 process • Qualified Zone Academy Bonds

27. Title I – General Overview • The ARRA funds provides additional assistance to LEAs and schools that have high concentrations of students from families that live in poverty in order to help close the achievement gap and enable disadvantaged students to reach their potential.

28. Title I ARRA - Eligibility • An LEA must be eligible to receive Title I, Part A funds under the statutory eligibility criteria for the Targeted and Education Finance Incentive Grant formulas of Title I, Part A. • An LEA is eligible to receive Title I, Part A 1003(a) for each building identified for school improvement.

29. Title I, Part A - Uses of Funds • No “new” uses of funds under Title I • Allowable uses under Section 1114-Schoolwide Programs or Section 1115-Targeted Assistance Schools. • Focus funds on short-term investments with the potential for long-term benefits • Use instructional strategies based on scientifically based research that strengthens the core academic program of the school. • Give primary consideration to providing extended learning time.

30. Title I, Part A – Examples of Allowable Uses of Funds • Identifying and training highly effective teachers • Intensive, year-long teacher training for all teachers and the principal; • Strengthening and expanding early childhood education • Providing new opportunities for Title I programs for secondary school

31. Title I, Part A – Examples of Allowable Uses of Funds • Using longitudinal data systems to drive continuous improvement efforts • Provide PD to teachers on the use of data to inform and improve instruction for Title I-eligible students; • Using reading or mathematics coaches to provide professional development to teachers of participating Title I students in Title I targeted assistance programs • Establishing or expanding fiscally sustainable extended learning opportunities for Title I

32. Title I, Part A 1003(a) – Uses of Funds • The ARRA Title I, Part A 1003(a) funds must be expended for uses identified in the school improvement plan that is developed in compliance with Section 1116 (3)(a) School Plan.  

33. Title I – Requirements (MOE/Waivers) Requests for waivers to allow exclusion of Title I.A ARRA funds in “set-aside calculations: • A school in improvement’s responsibility to spend 10% percent of its Title I funds on professional development • An LEA in improvement’s responsibility to spend 10 percent of its Title I, Part A allocation on professional development • An LEA’s obligation to spend an amount equal to at least 20 percent of its Title I, Part A, Subpart 2 allocation on transportation for public school choice and on SES

34. Title I – Requirements (MOE/Waivers) ED will consider waiving the following requirements with respect to ARRA funds: • An LEA’s responsibility to calculate the per-pupil amount for SES based on an LEA’s FY 2009 Title I.A • The prohibition on an SEA’s ability to grant to its LEAs waivers of the carryover limitation more than once every three years • The Title I, Part A maintenance of effort requirements • Allow an LEA to offer SES in addition to public school choice in first year of School Improvement

35. Title I – Requirements (MOE/Waivers) • SEAs must request the waivers from the USED. • Prior to submitting waiver requests, the SEA will notify all LEAs in the State and give reasonable opportunity for comment. • All comments will be submitted with waiver requests.

36. Title I – Requirements (MOE/Waivers) • If the Secretary grants an SEA’s request for a waiver related to one or more of the “set-aside” requirements or of the requirement for the per-pupil amount for SES, an LEA in the State interested in receiving the benefit of the waiver must apply to the SEA for approval to implement it. • An SEA may not deny a request from an LEA to implement the waiver if the LEA’s request includes all of the required information and meets all conditions on the SEA’s waiver.

37. Title I – Requirements ED may not waive any statutory or regulatory requirements relating to: • Supplement, not supplant • Comparability • Equitable participation of private school students and teachers • One percent for parent involvement activities if the LEA receives more than $500,000 under Title I.A

38. Title I - New Reporting Requirements • Each LEA receiving funds shall be required to file with DESE, no later than December 1, 2009, a school-by-school listing of per-pupil educational expenditures from State and local sources during the 2008-2009 academic year. DESE shall report that information to the Secretary of Education by March 31, 2010.

39. Title I, Part A 1003(g) School Improvement – General Overview • The Title I, Part A 1003 (g) ARRA funds are used to build the capacity of the state, district, and schools to improve student performance. • The focus of the grant is to serve schools most in need of improvement.

40. Title I, Part A 1003(g) School Improvement – Eligibility • Funds are available to the districts with schools in Improvement Levels 3, 4, and 5. • The district receives a base amount of $50,000 plus a per-student amount. • Additional funds are available on a competitive basis. • The maximum allocation for each building is $500,000.

41. Title I, Part A 1003(g) School Improvement – Application • The application process is directed by the Federal Instructional Improvement Section • The district and schools must commit to the tenets of the grant • Specific planned activities must be based on a thorough needs assessment • The RPDC must be involved in the planning and implementation of the activities • Progress is measured and reported to DESE

42. Title I, Part A 1003(g) School Improvement – Uses of Funds • The ARRA Title I, Part A 1003(g) funds must be expended for uses identified in the school improvement plan that is developed.

43. Title I, Part A 1003(g) School Improvement – Uses of Funds • DESE and the RPDCs will provide common training and ongoing support for the implementation of improvement efforts related to the components of the grant program.

44. Title I, Part A 1003(g) School Improvement • There are no additional reporting or other special requirements.

45. Title II.D – General Overview Primary Goal: • improve student academic achievement Additional Goals: • ensure student technology literacy • encourage effective integration of technology

46. Title II.D ARRA – Distribution of Funds 5% State administration ~10% Bypass contract ~85% Flow-through funding • 50% for Competitive grants • 50% for Formula grants

47. Title II.D ARRA – Competitive Grants Eligibility: • districts serving highest numbers/percents of children living in poverty Requirements or Special conditions: • research-based instructional models • 25% professional development requirement • project evaluation report

48. Title II.D ARRA – Formula Grants Eligibility and Allocations: • based on districts’ Title I.A ARRA eligibility and allocations Requirements or Special conditions: • 25% professional development • State-approved technology plan • CIPA compliance

49. Title II.D ARRA – Effective Uses of Funds • Professional development • School technology leaders • Classroom technology, resources • Networking, connectivity, communication technology • Data collection, management, analysis • Technology curriculum, courses • Evaluation

50. Title II.D – Reporting and Accountability Develop an appropriate process and the accountability measures to evaluate the district’s efforts in: • integrating technology into curriculum and instruction • increasing the ability of teachers to teach • enabling students to meet challenging state standards (including technology literacy)