Charlie Crist Governor Don Winstead Special Advisor The

Charlie Crist, Governor Don Winstead, Special Advisor The American Recovery and Reinvestment Act of 2009 Energizing Florida’s Economy Seminar on Florida Stimulus Package Florida International University Miami, Florida May 30, 2009 www. flarecovery. com

The American Recovery and Reinvestment Act of 2009 Purposes (1) To preserve and create jobs and promote economic recovery. (2) To assist those most impacted by the recession. (3) To provide investments needed to increase economic efficiency by spurring technological advances in science and health. (4) To invest in transportation, environmental protection, and other infrastructure that will provide long-term economic benefits. (5) To stabilize State and local government budgets, in order to minimize and avoid reductions in essential services and counterproductive State and local tax increases. 2

Organizing The Task The People The Governor Working Group Implementation State Agencies Team • • Office of Policy and Budget • Florida’s Washington Office • Local Government • Other Stakeholders Core Team • Chief Inspector General • Agency Inspectors General • Director of Open Government • Chief Financial Officer • Auditor General • Office of Program Policy Analysis & Government Accountability Fiscal Integrity Transparency & Accountability 3

Overview of the Act Division A Appropriation Provisions House and Senate Appropriations Committees Division B Tax, Unemployment, Health, State Fiscal Relief, and Other Provisions House Ways and Means Committee House Energy and Commerce Committee Senate Finance Committee 4

Division A Appropriation Provisions • • • TITLE I—AGRICULTURE, RURAL DEVELOPMENT, FOOD AND DRUG ADMINISTRATION, AND RELATED AGENCIES TITLE II—COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES TITLE III—DEPARTMENT OF DEFENSE TITLE IV—ENERGY AND WATER DEVELOPMENT TITLE V—FINANCIAL SERVICES AND GENERAL GOVERNMENT TITLE VI—DEPARTMENT OF HOMELAND SECURITY TITLE VII—INTERIOR, ENVIRONMENT, AND RELATED AGENCIES TITLE VIII—DEPARTMENTS OF LABOR, HEALTH AND HUMAN SERVICES, AND EDUCATION, AND RELATED AGENCIES TITLE IX—LEGISLATIVE BRANCH TITLE X—MILITARY CONSTRUCTION AND VETERANS AFFAIRS AND RELATED AGENCIES TITLE XI—STATE, FOREIGN OPERATIONS, AND RELATED PROGRAMS • • • TITLE XII—TRANSPORTATION, HOUSING AND URBAN DEVELOPMENT, AND RELATED AGENCIES TITLE XIII—HEALTH INFORMATION TECHNOLOGY TITLE XIV—STATE FISCAL STABILIZATION FUND TITLE XV—ACCOUNTABILITY AND TRANSPARENCY TITLE XVI—GENERAL PROVISIONS—THIS ACT Division B Tax, Unemployment, Health, State Fiscal Relief, and Other Provisions • TITLE I—TAX PROVISIONS • TITLE II—ASSISTANCE FOR UNEMPLOYED WORKERS AND STRUGGLING FAMILIES • TITLE III—PREMIUM ASSISTANCE FOR COBRA BENEFITS • TITLE IV—MEDICARE AND MEDICAID HEALTH INFORMATION TECHNOLOGY; MISCELLANEOUS MEDICARE PROVISIONS • TITLE V—STATE FISCAL RELIEF • TITLE VI—BROADBAND TECHNOLOGY OPPORTUNITIES PROGRAM • TITLE VII—LIMITS ON EXECUTIVE COMPENSATION 5

Education Funding Division A Appropriation Provisions • • • TITLE I—AGRICULTURE, RURAL DEVELOPMENT, FOOD AND DRUG ADMINISTRATION, AND RELATED AGENCIES TITLE II—COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES TITLE III—DEPARTMENT OF DEFENSE TITLE IV—ENERGY AND WATER DEVELOPMENT TITLE V—FINANCIALbillion in $1. 36 SERVICES AND GENERAL GOVERNMENT Education TITLE VI—DEPARTMENT OF HOMELAND Funds SECURITY TITLE VII—INTERIOR, ENVIRONMENT, AND RELATED AGENCIES TITLE VIII—DEPARTMENTS OF LABOR, HEALTH AND HUMAN SERVICES, AND EDUCATION, AND RELATED AGENCIES TITLE IX—LEGISLATIVE BRANCH TITLE X—MILITARY CONSTRUCTION AND VETERANS AFFAIRS AND RELATED AGENCIES TITLE XI—STATE, FOREIGN OPERATIONS, AND RELATED PROGRAMS • • • TITLE XII—TRANSPORTATION, HOUSING AND URBAN DEVELOPMENT, AND RELATED AGENCIES TITLE XIII—HEALTH INFORMATION TECHNOLOGY TITLE XIV—STATE FISCAL STABILIZATION FUND TITLE XV—ACCOUNTABILITY AND TRANSPARENCY TITLE XVI—GENERAL PROVISIONS—THIS ACT Division B Tax, Unemployment, Health, State Fiscal Relief, and Other Provisions • • • TITLE I—TAX PROVISIONS $2. 7 billion in TITLE II—ASSISTANCE FORFiscal State UNEMPLOYED WORKERS AND STRUGGLING FAMILIES Stabilization Fund TITLE III—PREMIUM ASSISTANCE FOR COBRA BENEFITS • TITLE IV—MEDICARE AND MEDICAID HEALTH INFORMATION TECHNOLOGY; MISCELLANEOUS MEDICARE PROVISIONS • TITLE V—STATE FISCAL RELIEF • TITLE VI—BROADBAND TECHNOLOGY OPPORTUNITIES PROGRAM • TITLE VII—LIMITS ON EXECUTIVE COMPENSATION 6

Workforce Funding Division A Appropriation Provisions • • • TITLE I—AGRICULTURE, RURAL DEVELOPMENT, FOOD AND DRUG ADMINISTRATION, AND RELATED AGENCIES TITLE II—COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES TITLE III—DEPARTMENT OF DEFENSE TITLE IV—ENERGY AND WATER DEVELOPMENT $165 million in TITLE V—FINANCIAL SERVICES AND GENERAL GOVERNMENT Workforce Funds TITLE VI—DEPARTMENT OF HOMELAND SECURITY TITLE VII—INTERIOR, ENVIRONMENT, AND RELATED AGENCIES TITLE VIII—DEPARTMENTS OF LABOR, HEALTH AND HUMAN SERVICES, AND EDUCATION, AND RELATED AGENCIES TITLE IX—LEGISLATIVE BRANCH TITLE X—MILITARY CONSTRUCTION AND VETERANS AFFAIRS AND RELATED AGENCIES TITLE XI—STATE, FOREIGN OPERATIONS, AND RELATED PROGRAMS • • • TITLE XII—TRANSPORTATION, HOUSING AND URBAN DEVELOPMENT, AND RELATED AGENCIES TITLE XIII—HEALTH INFORMATION TECHNOLOGY TITLE XIV—STATE FISCAL STABILIZATION FUND Unemployment TITLE XV—ACCOUNTABILITY AND TRANSPARENCY Insurance & TITLE XVI—GENERAL PROVISIONS—THIS ACT TANF Division B Tax, Unemployment, Health, State Fiscal Relief, and Other Provisions • TITLE I—TAX PROVISIONS • TITLE II—ASSISTANCE FOR UNEMPLOYED WORKERS AND STRUGGLING FAMILIES • TITLE III—PREMIUM ASSISTANCE FOR COBRA BENEFITS • TITLE IV—MEDICARE AND MEDICAID HEALTH INFORMATION TECHNOLOGY; MISCELLANEOUS MEDICARE PROVISIONS • TITLE V—STATE FISCAL RELIEF • TITLE VI—BROADBAND TECHNOLOGY OPPORTUNITIES PROGRAM • TITLE VII—LIMITS ON EXECUTIVE COMPENSATION 7

Infrastructure Funding Division A Appropriation Provisions • • • TITLE XII—TRANSPORTATION, HOUSING AND URBAN DEVELOPMENT, AND RELATED AGENCIES TITLE XIII—HEALTH INFORMATION TECHNOLOGY TITLE XIV—STATE FISCAL STABILIZATION FUND TITLE XV—ACCOUNTABILITY AND TRANSPARENCY $1. 4 billion for TITLE XVI—GENERAL PROVISIONS—THIS ACT Almost $300 • TITLE I—AGRICULTURE, RURAL DEVELOPMENT, • million for FOOD AND DRUG ADMINISTRATION, AND • RELATED AGENCIES Energy • TITLE II—COMMERCE, JUSTICE, SCIENCE, AND transportation RELATED AGENCIES Division B Tax, Unemployment, Health, State TITLE III—DEPARTMENT OF DEFENSE Fiscal Relief, and Other Provisions TITLE IV—ENERGY AND WATER DEVELOPMENT • TITLE I—TAX PROVISIONS TITLE V—FINANCIAL SERVICES AND GENERAL • TITLE II—ASSISTANCE FOR UNEMPLOYED GOVERNMENT WORKERS AND STRUGGLING FAMILIES TITLE VI—DEPARTMENT OF HOMELAND • TITLE III—PREMIUM ASSISTANCE FOR COBRA SECURITY BENEFITS TITLE VII—INTERIOR, ENVIRONMENT, AND • TITLE IV—MEDICARE AND MEDICAID HEALTH RELATED AGENCIES INFORMATION TECHNOLOGY; MISCELLANEOUS TITLE VIII—DEPARTMENTS OF LABOR, HEALTH MEDICARE PROVISIONS AND HUMAN SERVICES, AND EDUCATION, AND $290 Over • TITLE V—STATE FISCAL RELIEF RELATED AGENCIES million for the TITLE IX—LEGISLATIVE BRANCH • TITLE VI—BROADBAND TECHNOLOGY environment OPPORTUNITIES PROGRAM TITLE X—MILITARY CONSTRUCTION AND VETERANS AFFAIRS AND RELATED AGENCIES • TITLE VII—LIMITS ON EXECUTIVE TITLE XI—STATE, FOREIGN OPERATIONS, AND COMPENSATION RELATED PROGRAMS 8

Fiscal Relief Division A Appropriation Provisions • • • TITLE I—AGRICULTURE, RURAL DEVELOPMENT, FOOD AND DRUG ADMINISTRATION, AND RELATED AGENCIES TITLE II—COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES TITLE III—DEPARTMENT OF DEFENSE TITLE IV—ENERGY AND WATER DEVELOPMENT Over $4 billion TITLE V—FINANCIAL SERVICES AND GENERAL from enhanced GOVERNMENT TITLE VI—DEPARTMENT OF HOMELAND Medicaid SECURITY matching funds TITLE VII—INTERIOR, ENVIRONMENT, AND RELATED AGENCIES TITLE VIII—DEPARTMENTS OF LABOR, HEALTH AND HUMAN SERVICES, AND EDUCATION, AND RELATED AGENCIES TITLE IX—LEGISLATIVE BRANCH TITLE X—MILITARY CONSTRUCTION AND VETERANS AFFAIRS AND RELATED AGENCIES TITLE XI—STATE, FOREIGN OPERATIONS, AND RELATED PROGRAMS • • • TITLE XII—TRANSPORTATION, HOUSING AND URBAN DEVELOPMENT, AND RELATED AGENCIES TITLE XIII—HEALTH INFORMATION TECHNOLOGY TITLE XIV—STATE FISCAL STABILIZATION FUND TITLE XV—ACCOUNTABILITY AND TRANSPARENCY TITLE XVI—GENERAL PROVISIONS—THIS ACT Division B Tax, Unemployment, Health, State Fiscal Relief, and Other Provisions • TITLE I—TAX PROVISIONS • TITLE II—ASSISTANCE FOR UNEMPLOYED WORKERS AND STRUGGLING FAMILIES • TITLE III—PREMIUM ASSISTANCE FOR COBRA BENEFITS • TITLE IV—MEDICARE AND MEDICAID HEALTH INFORMATION TECHNOLOGY; MISCELLANEOUS MEDICARE PROVISIONS • TITLE V—STATE FISCAL RELIEF • TITLE VI—BROADBAND TECHNOLOGY OPPORTUNITIES PROGRAM • TITLE VII—LIMITS ON EXECUTIVE COMPENSATION 9

How Recovery Act Funds Flow Federal Agencies State Legislature State Agencies Local Government Community Agencies & Businesses Floridians 10

Funding Summary Funding Type Amount ($billions) Funding through state agencies: • Funding through the Appropriations Act $11. 019 • Funding involving State Agencies not flowing through the Appropriations Act $3. 087 Subtotal Additional funding from federal agencies to other entities in Florida (including cities, counties, military construction, etc. ) Total Estimated Stimulus Funding Estimated additional impact of tax changes for Floridians $14. 106 $1. 204 $15. 310 $9. 853 11

Funding from Recovery Act Over $14. 1 Billion Does not include competitive grants $3. 57 B $392. 1 M $4. 37 B $202. 6 M $33 M $86 M $1. 88 B $3. 1 B * FMAP is the Federal Medicaid Assistance Percentage (the percentage of federal matching funds) Note: fiscal year amounts may change during appropriations process 12

Competitive Grants • The Recovery Act contains approximately $85 billion in funds that will be awarded competitively by Federal agencies. • To find competitive grants – Check the “Documents” link on Fla. Recovery. com. – Register with grants. gov and check that site often. – Register with FBO. gov (Federal Business Opportunities) and check that site often • For State competitive opportunities, register and check the vendor link at My. Florida. Marketplace. com Download the “Funding Guide” document from Fla. Recovery. com for more tips. 13

Fla. Recovery. com Follow this link for a list of programs funded by by the Recovery Act. 14

Fla. Recovery. com Descriptive information about the item Download a more detailed description including more detailed funding allocation (where available) Link to Federal site: Recovery. gov 15

Fla. Recovery. com Documents include copies of the law, detailed lists of projects, helpful guides on applying for funds, official certifications, information on federal competitive grant announcements, and many other resources. 16

Grants. gov Recovery Act Opportunities on Grants. gov

Grants. gov

Grants. gov Recovery Act Opportunities

FBO. gov

My. Florida. Market. Place. com

My. Florida. Market. Place. com

My. Florida. Market. Place. com

Division A Appropriation Provisions • • • TITLE I—AGRICULTURE, RURAL DEVELOPMENT, FOOD AND DRUG ADMINISTRATION, AND RELATED AGENCIES Unprecedented level of TITLE II—COMMERCE, JUSTICE, SCIENCE, AND transparency on RELATED AGENCIES expenditures and TITLE III—DEPARTMENT OF DEFENSE results. TITLE IV—ENERGY AND WATER DEVELOPMENT TITLE V—FINANCIAL SERVICES AND GENERAL GOVERNMENT TITLE VI—DEPARTMENT OF HOMELAND SECURITY TITLE VII—INTERIOR, ENVIRONMENT, AND RELATED AGENCIES TITLE VIII—DEPARTMENTS OF LABOR, HEALTH AND HUMAN SERVICES, AND EDUCATION, AND RELATED AGENCIES TITLE IX—LEGISLATIVE BRANCH TITLE X—MILITARY CONSTRUCTION AND VETERANS AFFAIRS AND RELATED AGENCIES TITLE XI—STATE, FOREIGN OPERATIONS, AND RELATED PROGRAMS • • • TITLE XII—TRANSPORTATION, HOUSING AND URBAN DEVELOPMENT, AND RELATED AGENCIES TITLE XIII—HEALTH INFORMATION TECHNOLOGY TITLE XIV—STATE FISCAL STABILIZATION FUND TITLE XV—ACCOUNTABILITY AND TRANSPARENCY TITLE XVI—GENERAL PROVISIONS—THIS ACT Division B Tax, Unemployment, Health, State Fiscal Relief, and Other Provisions • TITLE I—TAX PROVISIONS • TITLE II—ASSISTANCE FOR UNEMPLOYED WORKERS AND STRUGGLING FAMILIES • TITLE III—PREMIUM ASSISTANCE FOR COBRA BENEFITS • TITLE IV—MEDICARE AND MEDICAID HEALTH INFORMATION TECHNOLOGY; MISCELLANEOUS MEDICARE PROVISIONS • TITLE V—STATE FISCAL RELIEF • TITLE VI—BROADBAND TECHNOLOGY OPPORTUNITIES PROGRAM • TITLE VII—LIMITS ON EXECUTIVE COMPENSATION 24

Accountability and Transparency • Transparency and Oversight Requirements – Certifications for infrastructure investments – Reporting requirements on all recipients of funds (other than individuals) – Review by CBO and GAO – Reviews by Federal Inspectors General • Recovery Accountability and Transparency Board • Recovery Independent Advisory Panel 25

Chief Inspector General Section 14. 32, Florida Statutes • Oversee Accountability Efforts for Governor • Convened Team of Agency Inspectors General • Coordinating with Auditor General and other key accountability officials such as CFO. 26

Office of Open Government Jo. Ann Carrin, Director Created by Executive Order 07 -01 by the Governor on first day of his Administration 27

Reporting Requirements RECIPIENT REPORTS. —Not later than 10 days after the end of each calendar quarter, each recipient that received recovery funds from a Federal agency shall submit a report to that agency that contains — (1) the total amount of recovery funds received from that agency; (2) the amount of recovery funds received that were expended or obligated to projects or activities; and (3) a detailed list of all projects or activities for which recovery funds were expended or obligated, including— (A) the name of the project or activity; (B) a description of the project or activity; (C) an evaluation of the completion status of the project or activity; (D) an estimate of the number of jobs created and the number of jobs retained by the project or activity; and (E) for infrastructure investments made by State and local governments, the purpose, total cost, and rationale of the agency for funding the infrastructure investment with funds made available under this Act, and name of the person to contact at the agency if there are concerns with the infrastructure investment. (4) Detailed information on any subcontracts or subgrants awarded by the recipient to include the data elements required to comply with the Federal Funding Accountability and Transparency Act of 2006. 28

Additional Accountability and Transparency Requirements • • SET-ASIDE FOR STATE AND LOCAL GOVERNMENT REPORTING AND RECORDKEEPING PROTECTING STATE AND LOCAL GOVERNMENT AND CONTRACTOR WHISTLEBLOWERS. SPECIAL CONTRACTING PROVISIONS. To the maximum extent possible, contracts funded under this Act shall be awarded as fixed-price contracts through the use of competitive procedures. A summary of any contract awarded with such funds that is not fixed-price and not awarded using competitive procedures shall be posted in a special section of the website established in section 1526. PREFERENCE FOR QUICK-START ACTIVITIES PERIOD OF AVAILABILITY All funds appropriated in this Act shall remain available for obligation until September 30, 2010, unless expressly provided otherwise in this Act. LIMIT ON FUNDS None of the funds appropriated or otherwise made available in this Act may be used by any State or local government, or any private entity, for any casino or other gambling establishment, aquarium, zoo, golf course, or swimming pool. BUY AMERICAN - USE OF AMERICAN IRON, STEEL, AND MANUFACTURED GOODS. WAGE RATE REQUIREMENTS Laborers and mechanics shall be paid prevailing wages consistent with the Davis-Bacon Act. 29

GAO Oversight • The U. S. Government Accountability Office (GAO) has been given oversight responsibility by the Congress. • GAO has selected 16 States, including Florida, for special focus during implementation of the Recovery Act. 30

www. Fla. Recovery. com 31