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American Recovery and Reinvestment Act. July 14, 2009. Missouri Department of Elementary and Secondary Education. ARRA. Signed into law by President Obama in February Designed to stimulate the economy and improve education $100 billion education investment. Four Guiding Principles of ARRA.

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american recovery and reinvestment act

American Recovery and Reinvestment Act

July 14, 2009

Missouri Department of Elementary and Secondary Education

slide2
ARRA
  • Signed into law by President Obama in February
  • Designed to stimulate the economy and improve education
  • $100 billion education investment
four guiding principles of arra
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.”
state assurances
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.
arra funds for missouri schools
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
arra funds for missouri schools6
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
timeline for formula funds
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
school construction
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
reporting requirements
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
application
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.
application16
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.
application17
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
payment
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
stabilization funds
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)
stabilization funds25
Stabilization Funds

Government Services

  • Transportation - $20 million
    • Part of funding for Transportation Formula
  • Career Ladder - $37 million
bonds
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
title i general overview
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.
title i arra eligibility
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.
title i part a uses of funds
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.
title i part a examples of allowable uses of funds
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
title i part a examples of allowable uses of funds31
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
title i part a 1003 a uses of funds
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.  
title i requirements moe waivers
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
title i requirements moe waivers34
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
title i requirements moe waivers35
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.
title i requirements moe waivers36
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.
title i requirements
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
title i new reporting requirements
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.
title i part a 1003 g school improvement general overview
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.
title i part a 1003 g school improvement eligibility
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.
title i part a 1003 g school improvement application
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
title i part a 1003 g school improvement uses of funds
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.
title i part a 1003 g school improvement uses of funds43
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.
title i part a 1003 g school improvement
Title I, Part A 1003(g) School Improvement
  • There are no additional reporting or other special requirements.
title ii d general overview
Title II.D – General Overview

Primary Goal:

  • improve student academic achievement

Additional Goals:

  • ensure student technology literacy
  • encourage effective integration of technology
title ii d arra distribution of funds
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
title ii d arra competitive grants
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
title ii d arra formula grants
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
title ii d arra effective uses of funds
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
title ii d reporting and accountability
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)
title ii d reporting and accountability51
Title II.D – Reporting and Accountability

Program-mandated Measures:

  • Internet access
  • technology integration
  • teacher technology proficiency
  • 8th-grade student technology literacy
title vii b mckinney vento homeless general overview
Title VII.B, McKinney-Vento Homeless – General Overview
  • The ARRA funds will assist LEAs in addressing the educational and related needs of some of the most vulnerable members of our society –homeless children and youth – during a time of economic crisis in the United States.
  • Grants were made to LEAs for purposes of facilitating the enrollment, attendance, and success of homeless children and youth in school.
title vii b mckinney vento homeless funds available
Title VII.B, McKinney-Vento Homeless – Funds Available
  • School districts who reported at least 15 students experiencing homelessness during the 2007-08 school year were awarded Homeless ARRA funds based on a formula of approximately $91.45 per homeless count.
title vii b mckinney vento homeless uses of funds
Title VII.B McKinney-Vento Homeless - Uses of Funds
  • Homeless ARRA funds must be used for activities authorized under Title VII-B of the McKinney-Vento Homeless Assistance Act:
  • To defray the excess cost of transportation for homeless students
  • For services and assistance to attract, engage, and retain homeless children in public school programs and services provided to non-homeless children and youth;
  • Tutoring, supplemental instruction
title vii b mckinney vento homeless uses of funds55
Title VII.B McKinney-Vento Homeless - Uses of Funds
  • To expedite evaluations of strengths and needs of homeless children and youth;
  • Professional development to heighten the understanding of homeless children and youth;
  • Referral services for medical, dental, mental, and other health services;
  • Before and after school mentoring and summer programs
title vii b mckinney vento homeless uses of funds56
Title VII.B McKinney-Vento Homeless - Uses of Funds
  • The payment of fees and other costs associated with tracking, obtaining, and transferring records necessary to enroll homeless children and youth in school;
  • developmentally appropriate early childhood education programs not otherwise provided through federal, state, or local funding for preschool-aged children;
  • Education and training to the parents of homeless children and youth about the rights and resources available to such children and youth;
  • The coordination between schools and agencies providing services to homeless children and youth, including programs funded under the Runaway and Homeless Youth Act;
title vii b mckinney vento homeless uses of funds57
Title VII.B McKinney-Vento Homeless - Uses of Funds
  • Pupil services (including violence prevention counseling) and referrals for such services;
  • Activities to address the particular needs of homeless children and youth that may arise from domestic violence;
  • The adaptation of space and purchase of supplies for non-school facilities to serve the needs of homeless students;
  • School supplies, including those supplies to be distributed at shelters or temporary housing facilities or other appropriate locations;
  • Other extraordinary or emergency assistance needed to enable homeless children and youth to attend school.
idea part b general overview
IDEA, Part B - General Overview
  • The Part B ARRA funds are subject to the same

spending rules that regular IDEA funds are

subject to under federal regulations.

idea part b uses of funds
IDEA, Part B – Uses of Funds
  • Part B ARRA funds must be used for expenditures related to the EXCESS COSTS of Special Education in the same manner as regular Part B funds.
  • This may include new or existing activities, but the expenditure has to be related to students with disabilities.
  • Part B IDEA and IDEA ARRA funds may be used for construction, renovation, real estate, and school bus purchases related to special education.
idea part b capital outlay
IDEA, Part B – Capital Outlay
  • Must complete the Capital Cost Worksheet located on the Funds Management webpage for prior approval of these types of expenditures.
  • It is IMPORTANT that LEAs fully understand each and every assurance they give when submitting a capital outlay prior approval request prior to submission.
  • All requirements related to construction, renovation, real estate, and vehicle purchases are located on the Funds Management webpage.
  • LEAs must maintain documentation for capital outlay purchases.
  • Capital outlay purchases, as all Part B program expenditures, are subject to further on-site fiscal monitoring by DESE.
idea part b requirements
IDEA, Part B – Requirements
  • All the requirements that apply to the regular Part B IDEA funds apply to the IDEA ARRA funds. They include: Assurance Statement, Application, Excess Cost, Maintenance of Effort/Non-Supplant, Proportionate Share, and a Final Expenditure Report.
idea part b moe
IDEA, Part B – MOE
  • There are no waivers to Part B MOE.
  • The MOE calculation is relatively straightforward, however, there are decisions an LEA may make that impact the amount of adjustment a district may elect to take in FY2010.
  • The ePEGs FER process does the MOE calculation automatically.
  • If an LEA continues to meet MOE, the LEA also meets all supplant/non-supplant requirements under Part B.
  • The MOE adjustment option could help LEAs free-up state and local funds for non-special education purposes (special reporting requirements required).
idea part b moe adjustment
IDEA, Part B – MOE Adjustment
  • Due to the significant increase in total allocation from FY09 to FY10, LEAs may be eligible for an adjustment (reduction) to MOE, in the amount of 50% of the increase in total allocations (regular Part B allocation plus Part B ARRA allocation).
idea part b reporting requirements
IDEA, Part B – Reporting Requirements
  • LEAs must report all capital outlay expenditures purchased with ARRA funds.
  • LEAs must report the use of “freed up” state and local funds if they take advantage of the MOE adjustment.
  • LEAs have to report the number of jobs retained and jobs created due to ARRA funds.
dese contact list
DESE Contact List
  • DESE ARRA Contact Information:

Title I‐A 573‐751‐8280

Title I‐A 1003(g) 573‐751‐8284

Title II.D Competitive 573‐751‐8247

Title II.D Formula 573‐751‐8280

Title VII‐B Homeless 573‐751‐8280

IDEA, Part B 573‐751‐0622

IDEA, Part B ECSE 573‐751‐0622

IDEA, Part C 573‐751‐0622

Institute for Educational Services 573‐751‐9060

National School Lunch Program 573‐751‐3526

Qualified School Construction Bonds 573‐751‐0357

Qualified Zone Academy Bonds 573‐751‐0357

State Fiscal Stabilization Fund 573‐751‐0357

websites
Websites:

DESE ARRA Site:

http://www.dese.mo.gov/divimprove/sia/ARRA.html

ARRA and Other Competitive Government Grants:

http://www.grants.gov

State of Missouri ARRA Site:

http://www.transform.mo.gov

United States Department of Education:

http://www.ed.gov