1. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting ARRA Education Funding in Pennsylvania

2. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting Presentation Overview 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

3. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 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 ReportingARRA Reporting

4. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting New This Quarter 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

5. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 5 Review of ARRA Funds

6. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting ARRA Education Funding to Pennsylvania ARRA Funding StreamAmount allocated to PA State Fiscal Stabilization Fund Phase I: $1.04 billion/Phase II: $514 million $1.56 billion ARRA Title I ARRA Title I, School Improvement $398 million $121 million ARRA IDEA School Age and Preschool ARRA IDEA Preschool Early Intervention $427 million $14 million ARRA Title IID$25 million ARRA Food Service Equipment$2.8 million ARRA Education of the Homeless$1.8 million School Construction Bonds Qualified Zone Academy Bonds Qualified School Construction Bonds $62.7 m for ‘08 and ‘09 $316 million for 2009 (Phila gets separate $147 million alloc)

7. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 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. How SFSF funds were allocated to LEAs in PA’s 2009-10 education budget Amount Increase in Basic Education Fund for K-12 schools over 2008-09 level$300 million Restoration of reduction in state funding in Basic Education Fund from 2008-09 level$355 million Restoration of reduction in state funding to public institutions of higher education (IHE)$ 156 million Balance remaining for FY 2010-11$749 million 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)

8. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 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 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 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. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting ARRA Competitive Grants ARRA Competitive Grant Total Amount Available Nationally Application Due Date Race to the Top$4.35 billion Phase I - January 19, 2010 Phase 2 – June 2010 Race to the Top: Nat’l Assessments$350 millionGuidance not yet released State Longitudinal Data System$250 millionDec. 4, 2009 Teacher Quality Enhancement Partnership $100 million July 23, 2009 (Pa did not receive a grant in first round) Teacher Incentive Fund$200 million Proposed priorities released Investing in Innovation$600 millionFinal priorities just released 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. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 10 ARRA Reporting Basics

11. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting ARRA Reporting 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.govwww.recovery.gov – www.recovery.pa.uswww.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

12. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting ARRA Reporting Required One Time Survey (your 1 st 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. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting ARRA Reporting Set Up 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.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.

14. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 14 PAEdTrak

15. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 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.ushttp://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 communityHelp & Support community

16. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 16 Three Steps to Setup PAEdTrak Security 1.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. 2.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 3.Login and Access the PAEdTrak application Members of the PAEdTrak User group may login and use the PAEdTrak application for ARRA funds.

17. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting PAEdTrak – Temporary Message PAEdTrak is not yet open When you have successfully signed up for the application you will see the message below

18. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 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. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 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. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 20 PDE Help and Support

21. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting PDE ARRA Help & Support For Help with Login and Security issues please submit a help request through our online support request form: http://remedyweb.state.pa.us/PDEWizard.jsphttp://remedyweb.state.pa.us/PDEWizard.jsp For Help with PAEdTrak Application after login e-mail: ra-paedtrak-pde@state.pa.usra-paedtrak-pde@state.pa.us For Help with ARRA Reporting requirements and questions, e-mail: ra-stimulus-pde@state.pa.usra-stimulus-pde@state.pa.us General Help & Support: http://www.portal.state.pa.us/portal/server.pt/community/department_information/7 203/help_and_support/510956 http://www.portal.state.pa.us/portal/server.pt/community/department_information/7 203/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 Uswww.education.state.pa.us

22. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting Additional ARRA Resources Pennsylvania Department of Education American Recovery and Reinvestment Act –ARRA ReportingARRA Reporting –FAI ReportingFAI Reporting –Basic Education Funding Overview & ContactBasic Education Funding Overview & Contact U.S. Department of Education Recovery Site –USDE ARRA 1512 SiteUSDE ARRA 1512 Site –USDE SFSF SiteUSDE SFSF Site –USDE Audit Guidance for SFSF FundsUSDE Audit Guidance for SFSF Funds –USDE Guidance on the State Fiscal Stabilization Fund ProgramUSDE 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)M-10-08 –OMB FAQsOMB FAQs American Recovery and Reinvestment Act of 2009 www.recovery.gov Pennsylvania Association of School Business Officials

23. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 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

24. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting Next Steps E-mail Announcements –Notify ra-stimulus-pde@state.pa.us if not getting messages.ra-stimulus-pde@state.pa.us –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. Edward G. Rendell, Governor ▪ Dr. Gerald L. Zahorchak, Secretary of Education www.education.state.pa.us ARRA Overview and Reporting 25 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. Additional Info: ARRA link at www.education.state.pa.uswww.education.state.pa.us Questions: ra-stimulus-pde@state.pa.usra-stimulus-pde@state.pa.us