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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

massachusetts economic recovery plan
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
massachusetts preparations
  • 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
massachusetts preparations4
  • 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
american recovery and reinvestment act arra 787 billion
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
american recovery and reinvestment act arra 787 billion6
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
distribution methods
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
massachusetts prep for recovery funds
  • 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)
office of infrastructure investment

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
office of infrastructure investment11



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
project selection
Project selection
  • Shovel ready
  • #Jobs
  • Regional equity
  • Impact on Operating budgets
  • Invest for the long term
  • Reinforce Massachusetts’ strengths
  • Development Cabinet Priorities

Project Selection







Problem Prevention

Rigorous Oversight


Inspector General

Attorney General

Recovery Accountability and Transparency Board

Government Accountability Office

next steps
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.
Jeffrey A. Simon