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Testimony on the 2023 Basic Education Funding Commission Survey

Director Matthew Knittel provided testimony to the Basic Education Funding Commission on the results from the 2023 Basic Education Funding Commission Survey.

The IFO response to questions raised at the BEFC hearing can be found here.

Tags: basic, education, survey

Testimony on the 2023 basic Education Funding Commission Survey

Director Matthew Knittel provided testimony to the basic Education Funding Commission on the results from the 2023 basic Education Funding Commission Survey. The IFO response to questions raised at the BEFC hearing can be found here.

12/15/2023

ACN_SB1_A01354_A01558_2017_06_03a.pdf

19 through 2049-50, the proposal is projected to reduce employer contributions by $1.4 billion on a cash flow basis and $319 million on a present value basis. Benefit design changes account for $1.2 billion of the savings on a cash flow basis and $592 million on

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ACN_SB1071_A10803_text.pdf

striking out all of said lines on said pages and inserting ARTICLE I Section 101. The definitions of "alternate payee," "basic contribution rate," "beneficiary," "class of service 2016/90MSP/SB1071A10803 - 1 - 1 2 3 4 5 6 7 8 9 10 a right to receive all or a portion of the moneys payable to that member or participant under this part. * * * "Basic contribution rate." For Class T-A, T-B and T-C service, the rate of 6 1/4%. For Class

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2013_special_report_funding_and_reforming_public_employee_retirement_systems.pdf

the Public Employee Retirement Commission Act (Act 66 of 1981), this Commission has a responsibility to study, on a continuing basis, the Commonwealth’s public employee retirement systems and to report thereon to the Governor and the General Assembly. Pursuant to Commission Act (Act 66 of 1981), the Public Employee Retirement Commission has a mandated responsibility to study on a continuing basis the Commonwealth’s public employee retirement systems. In accordance with that responsibility, the Commission initiated a study of the current

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2007_divestment_complete_report.pdf

districts indicates increased annual taxpayer costs ranging from $100,000 (Cumberland Valley) to $3,000,000 (Philadelphia) for each 10 basis point decrease in investment earnings. There will, of course, be ongoing costs of monitoring investments for compliance with the legislation Commission has several mandated responsibilities. One of the Commission’s most important responsibili- ties is to study, on a continuing basis, policy issues relating to the Commonwealth’s public employee retirement systems and, when appropriate, to provide relevant information and advice

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2000_cost_of_living_adjustments.pdf

s 2,900 municipal pension plans, to study the Commonwealth’s public retirement system operations and policies on an ongoing basis and to formulate and recommend necessary remedial legislation. On October 26, 1999, the Senate of Pennsylvania passed Senate Resolution Number most clear elements of the de facto policy are that cost-of-living increases are provided on an ad hoc basis and that cost-of-living increases are provided at regular intervals. The Commission considered these two elements of the de

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2006_surviving_spouse_healthcare_study.pdf

requirements for municipal pension plans, to study the Commonwealth’s public employee retirement system operations and policies on an ongoing basis, and to formulate and recommend necessary legislative remedies in matters of public pension policy. On September 27, 2005, the Pennsylvania of an employee’s date of retirement. The funding requirements for REHP benefits are determined annually on a fiscal year basis by the Commonwealth based upon projected aggregate costs. This information provides the basis for the contributions required to fund the

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PBB_2022_PDE_REPORT_Amended.pdf

Early Learning Other Total General Fund - State 1 $10,046 $1,417 $1,136 $1,387 $648 $329 $14,963 Basic Education Funding 7,067 -- -- -- -- -- 7,067 Special Education -- 1,237 -- -- -- -- 1,237 School Employees' Retirement 2,543 -- 137 -- -- 55 2 from state and local appropriations and 49 th in overall state support for higher educa- tion on a per capita basis. Graduation rates at 4-year postsecondary institutions in Pennsylvania (69%) exceeded the national rate (59%), but graduation rates at 2-

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Official_Revenue_Estimate_Methodology_2024_06.pdf

tab. General Methods The methods used to forecast tax revenues can be divided into three groups: (1) cash flow, (2) basic tax liability and (3) full tax liability. For each method, projections might be made on an annual or quarterly basis. The choice of periodicity depends on the time patterns of data and whether quarterly data allow regression models to exploit

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Official_Revenue_Estimate_Methodology_2023_06.pdf

tab. General Methods The methods used to forecast tax revenues can be divided into three groups: (1) cash flow, (2) basic tax liability and (3) full tax liability. For each method, projections might be made on an annual or quarterly basis. The choice of periodicity depends on the time patterns of data and whether quarterly data allow regression models to exploit

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Official_Revenue_Estimate_Methodology_2022.pdf

tab. General Methods The methods used to forecast tax revenues can be divided into three groups: (1) cash flow, (2) basic tax liability and (3) full tax liability. For each method, projections might be made on an annual or quarterly basis. The choice of periodicity depends on the time patterns of data and whether quarterly data allow regression models to exploit

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Official_Revenue_Estimate_Methodology_2021.pdf

tab. General Methods The methods used to forecast tax revenues can be divided into three groups: (1) cash flow, (2) basic tax liability and (3) full tax liability. For each method, projections might be made on an annual or quarterly basis. The choice of periodicity depends on the time patterns of data and whether quarterly data allow regression models to exploit

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Official-Revenue-Estimate-Methodology-2019-06.pdf

Methods The methods used to forecast tax revenues can be divided into three groups: (1) cash flow, (2) basic tax liability and (3) full tax liability. For each method, projections might be made on an annual or quarterly basis. The choice of periodicity depends on the time patterns of data and whether quarterly data allow regression models to exploit pertinent information

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Official-Revenue-Estimate-Methodology-2020-6.pdf

Methods The methods used to forecast tax revenues can be divided into three groups: (1) cash flow, (2) basic tax liability and (3) full tax liability. For each method, projections might be made on an annual or quarterly basis. The choice of periodicity depends on the time patterns of data and whether quarterly data allow regression models to exploit pertinent information

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Five_Year_Outlook_2021.pdf

jobs (+2.2%) were added from the prior year, but wages are projected to increase 9.0% on a YOY basis. That data point illustrates the very strong nominal wage gains in the quarter. For the full CY 2021, total wages are available at the state level, they are available only with a significant lag and only published on an annual basis. Conversely, national data are available on a monthly basis with only a one- or two-month lag. For these reasons

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Five_Year_Outlook_2019.pdf

Consumer Trends Table 3.4 Calendar Year or Fiscal Year Ending Note: Debt is on a per capita basis. Debt growth rates for 2019 based on data through 2019 Q2. Delinquent debt is more than 90 days late. Source: Sales tax referred to as discretionary spending) are held flat at FY 2019-20 funding levels. Those items include the basic and special education subsidies, as well as funds for non-personnel expenses such as office supplies, rent, utilities, furniture, computers and travel

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BEFC_Survey_Results_FINAL.pdf

INDEPENDENT FISCAL OFFICE TO: Honorable Members of the Basic Education Funding Commission FROM: Matthew Knittel, Director Independent Fiscal Office DATE: December 14, 2023 RE: Results from the 2023 Basic Education Funding Commission Survey ________________________________________________________________________________ This document provides summary tabulations for the Basic Education Funding Commission (BEFC) survey sent by the

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Five_Year_Outlook_2020.pdf

line items (referred to as discretionary spending) are held flat at FY 2020-21 funding levels. Those items include the basic and special education subsidies, as well as funds for non-personnel expenses such as office supplies, rent, utilities, furniture, computers 1 percent per annum in the out years. The subsections that follow use the current services approach. 9 Within the basic education subsidy, the school employee Social Security portion is allowed to grow. Section 5: Expenditure Outlook | Page 31 General Fund

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Five_Year_Outlook_2022.pdf

forecast and displays economic data for recent quarters. Notable trends include: ▪ Real GDP contracted by 0.9% on an annualized basis in 2022 Q2. ▪ Wages and Salaries paid grew by 9.3% (year-over-year) in 2022 Q2 and decelerated to 68 billion) and Department of Human Services (DHS, +$1.54 billion) receive most of the increase in appropriations. For PDE, basic education funding (non-Social Security portion, +$525 million), school employees’ retirement (+$239 million), and the new level-up supplement (+$225

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PBB_2021_DHS_REPORT_ADDENDUM.pdf

lifespans. Over the time period covered in the report, all of the P4P quality measures have improved on a statewide basis and the rate of emergency department utilization decreased from 74.0 visits per 1,000 member months to 66.1 children 3,10 1.6 1.7 1.8 1.9 1.8 -- 3 Data reported on a calendar year basis. 1 Data reported on a state fiscal year basis. FY 19-20 and FY 20-21 are estimates. Performance Measures

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2002_dbdc_report.pdf

PSERS have historically been provided with periodic cost-of-living adjustments authorized by the General Assembly on an ad hoc basis to offset the negative effects of inflation on retiree benefits. Beginning in 1968, these cost-of-living adjustments have been in a deferred compensation program, through which they may voluntarily defer receipt of compensation and build, on a tax deferred basis, supplemental retirement savings to augment their retirement benefits. The deferred compensation program, which is a type of defined contribution plan

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PBB_2021_PSP_REPORT_ADDENDUM.pdf

while under the influence of drugs or alcohol. 2 See notes on measures below table. --Recommended Measures-- 1 Calendar year basis. 3 Data from National Highway Transportation Safety Administration Survey, Seat Belt Use in 2019 (2020). 5 Calculation by the IFO 2 Percent of offenders complying with registration requirements. FY 20-21 data as of December 1, 2020. 3 Calendar year basis. Criminal Law Enforcement and Crime Prevention | Page 15 serious crimes, which are quickly reported to law enforcement. ▪ The clearance rate

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PBB_2020_DOH_REPORT_Final_Update.pdf

For many, that requirement implies that agencies merely compute and publish self-selected performance metrics on an annual basis. Those metrics may or may not be reviewed by policymakers. For Pennsylvania, the act requires the IFO to submit plans to the millions) Ensure Access to Care | Page 9 State Benchmarks Footnotes from table on previous page… 12 Calendar year basis. Data from U.S. Census Bureau Small Area Health Insurance Estimates (2017). Latest data available from this data set. 3 Percent of

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PBB_2019_Criminal_Justice_Report.pdf

For many, that requirement implies that agencies merely compute and publish self-selected performance metrics on an annual basis. Those metrics may or may not be reviewed by policymakers. For Pennsylvania, the act requires the IFO to submit plans to the review contain performance measures and general metrics that the Department could report to the legislature on a regular basis so that:  Policymakers will have more comprehensive information regarding the Department’s operations.  All stakeholders will have access to the

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PBB_2020_DHS_REPORT_Final_Updated.pdf

For many, that requirement implies that agencies merely compute and publish self-selected performance metrics on an annual basis. Those metrics may or may not be reviewed by policymakers. For Pennsylvania, the act requires the IFO to submit plans to the no personal doctor (2017) 14.5% 22.5% 6 (51) Notes: 1 Data measured on a calendar year basis. MA - Physical Health Services 3 Percent of diabetics with poor control of hemoglobin A1c (>9%). A lower percentage is better. 4 Percent

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PBB_2019_PCCD_Report.pdf

For many, that requirement implies that agencies merely compute and publish self-selected performance metrics on an annual basis. Those metrics may or may not be reviewed by policymakers. For Pennsylvania, the act requires the IFO to submit plans to the this review contain performance measures and general metrics that PCCD could report to the legislature on a regular basis so that:  Policymakers will have more comprehensive information regarding PCCD operations.  All stakeholders will have access to the same information

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Five_Year_Outlook_2023.pdf

Pre-K to 12 Education appropriations (excludes state personnel expenditures) increase by $716 million (4.8%), largely due to the Basic Education line item (+$792 million, 11.2%). 7 The text in this section uses the terms appropriation and expenditure interchangeably billion (2.6% per annum) by FY 2028-29. The largest share of Pre-K to 12 Education expenditures is Basic Education (includes Level-Up funds). The program comprises a little over half of all Pre-K to 12 expenditures in

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Official-Revenue-Estimate-2018-06.pdf

premiums paid by businesses. The quarterly data reveal a clear deceleration of inflation on a year-over-year basis since the first quarter of 2017. Only the fuels-utilities and gasoline components show infla- tionary pressures for the Philadelphia metro region Preliminary data for the first quarter of 2018 show very strong job gains on a year-over- year basis for the Pennsylvania economy (71,300 on an annual basis, not seasonally adjusted). The only exceptions are the retail and government sectors

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Initial-Revenue-Estimate-2018-05.pdf

premiums paid by businesses. The quarterly data reveal a clear deceleration of inflation on a year-over-year basis since the first quarter of 2017. Only the fuels-utilities and gasoline components show infla- tionary pressures for the Philadelphia metro region Preliminary data for the first quarter of 2018 show very strong job gains on a year-over- year basis for the Pennsylvania economy (71,300 on an annual basis, not seasonally adjusted). The only exceptions are the retail and government sectors

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TC_2019_Historic_Preservation_Tax_Credit_Report.pdf

be relaxed. If desired, regional preferences can be built into a scoring system and adjusted on an annual basis.  If the tax credit is increased, policymakers should consider separate allocation pools for small and large projects.  The current credit of the five regions of the Commonwealth. Preliminary certification is made available on a first-come, first-served basis based on the date received. Appli- cants cannot qualify for more than $500,000 in tax credits per annum. DCED cannot award

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Revenue-Estimate-2020-05.pdf

of 2020 Q1, nearly all national and state economic metrics exhibited solid growth on a year-over-year basis. 1 However, on February 29, 2020, the first U.S. death attributable to the COVID-19 virus was reported in Seattle, and all remaining counties expected to partially reopen by June 5; 17 rural counties fully reopen on a modified basis The administration established various metrics to determine when counties can partially reopen (yellow status) or fully reopen (green status, however under a

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Official-Revenue-Estimate-2020-06.pdf

of 2020 Q1, nearly all national and state economic metrics exhibited solid growth on a year-over-year basis. 1 However, on February 29, 2020, the first U.S. death attributable to the COVID-19 virus was reported in Seattle, and partially reopen  As of June 19: 13 counties partially open, 54 counties fully reopened on a modified basis  June 26: 12 additional counties reopen on a modified basis and only one county (Lebanon) remains in yellow status Under a

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TC_2022_Educational_Tax_Credits.pdf

May 15. All other applicants may file beginning July 1. Appli- cations are processed on a first-come, first-served basis and are approved until all available tax credits are allocated. Applications that are unfulfilled are placed on a waitlist. If before firms that have not previously participated in the program. Because credits are awarded on a first-come, first-served basis, new firms are effectively excluded from the program and current participants are the primary beneficiaries when credit allocations increase. 14

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TC_2021_Resource_Enhancement_and_Protection.pdf

REAP Tax Credit Overview | Page 6 previously issued REAP Tax Credits may be rescinded in full or on a prorated basis by the Pennsylvania Department of Revenue (DOR). 9 Tax credits may be utilized against Pennsylvania personal income, corporate net income proposed, in-progress or completed at the time of application. Applications are accepted annually on a first-come, first-served basis starting in the late summer/early fall. Projects that include the purchase of equipment or implementation of structural BMPs approved

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PBB_2019_DGS_Report.pdf

For many, that requirement implies that agencies merely compute and publish self-selected performance metrics on an annual basis. Those metrics may or may not be reviewed by policymakers. For Pennsylvania, the act requires the IFO to submit plans to the this review contain performance measures and general metrics that DGS could report to the legislature on a regular basis so that:  Policymakers will have more comprehensive information regarding DGS operations.  All stakeholders will have access to the same information

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NGPR-2016Q1.pdf

0.7 percent of production in the first quarter of 2016. Data through 2014 were reported on a half-year basis, and the half-year values are shown as Q2 and Q4. Starting in 2015, data are reported on a monthly basis. Table 7: Number of Producing Wells Calendar Year Q1 Q2 Q3 Q4 Full-Year Count 2016 6,584 n.a

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IFO - Economic and Budget Outlook - January 2012.pdf

FY 2012-13 to FY 2016-17). Due to its broad scope, the report makes many simplifying assumptions and uses basic modeling techniques so that the factors driving trends will be transparent and their implications easily followed over time. The revenue incorporated as a technical adjustment. All significant technical adjustments are noted in the text. A brief summary that describes the basic methodology used to derive revenue projections may be found in the Appendix. Unless stated otherwise, all revenue and expenditure projections

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Public Employee Retirement Laws of PA Local Governments (2009).pdf

main responsibilities. One is to review legislation affecting public employee retirement systems. The other is to study, on a continuing basis, public employee retirement system policy as implemented at both the Com- monwealth and local government levels, the interrelationships of the Financially Distressed Municipal Pension Systems. The remedies available through the Recovery Program were originally intended for use on a temporary basis to assist municipalities experiencing a degree of financial distress at the time Act 205 was enacted into law; however, certain

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NGPR-2016Q4.pdf

roughly 0.2% of production in the fourth quarter of 2016. Data through 2014 were reported on a half-year basis, and the half-year values are shown as Q2 and Q4. Starting in 2015, data are reported on a monthly basis. Table 7: Number of Producing Wells Calendar Year Q1 Q2 Q3 Q4 Full-Year Count 2016 6,605 6,794

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NGPR-2016Q3.pdf

0.2 percent of production in the third quarter of 2016. Data through 2014 were reported on a half-year basis, and the half-year values are shown as Q2 and Q4. Starting in 2015, data are reported on a monthly basis. Table 7: Number of Producing Wells Calendar Year Q1 Q2 Q3 Q4 Full-Year Count 2016 6,605 6,793

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NGPR-2016Q2.pdf

3 percent of production in the sec- ond quarter of 2016. Data through 2014 were reported on a half-year basis, and the half-year val- ues are shown as Q2 and Q4. Starting in 2015, data are reported on a monthly basis. Table 7: Number of Producing Wells Calendar Year Q1 Q2 Q3 Q4 Full-Year Count 2016 6,605 6,793

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Like-Kind_Exchange_Analysis.pdf

future depreciation deductions that would have been available if the firm had sold the existing machinery (with $40,000 of basis left) and then purchased the machinery from Firm B for $90,000. Thus, the deferred capital gain equals the foregone Section 179 or utilized 50 percent bonus depreciation, and it is possible that the firm has little or no cost basis left only a few years after the original purchase. A firm that sells a four-year old vehicle with a

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2002_drop_report.pdf

implementation of DROPs, I am asking, on behalf of the Commission, that the enclosed report and draft legislation be the basis for your expeditious consideration of this important issue. Through your efforts, I am hopeful the Commonwealth can enact the necessary of periodic distribution of a portion of the balance, depending on personal financial needs and plan distribution rules. Beyond this basic construct, DROPs vary widely in design. In many plan designs, employees are considered to be “retired” for pension plan purposes

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Revenue-Estimate-2019-05.pdf

Bureau of Labor Statistics, State and Area Employment. Note: Ambulatory Care is medical care provided on an outpatient basis including diagnosis, observation, treatment and rehabilitation services. All Other Healthcare includes hospitals and nursing/residential care facilities. Data exclude agriculture, military, self- economic trends. For the purpose of this initial revenue estimate, all projections are made on a “current law” basis and exclude any statutory changes or adminis- trative actions proposed in the 2019-20 Executive Budget . The General Fund In June 2018

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PBB_2020_DCED_REPORT.pdf

For many, that requirement implies that agencies merely compute and publish self-selected performance metrics on an annual basis. Those metrics may or may not be reviewed by policymakers. For Pennsylvania, the act requires the IFO to submit plans to the development incentives. Currently, the department requires payroll compliance reports for only one in ten projects on a random basis across a small number of incentive programs. The employment impact from job creation programs administered by DCED is difficult to quan- tify

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Official-Revenue-Estimate-2019-06.pdf

Bureau of Labor Statistics, State and Area Employment. Note: Ambulatory Care is medical care provided on an outpatient basis including diagnosis, observation, treatment and rehabilitation services. All Other Healthcare includes hospitals and nursing/residential care facilities. Data exclude agriculture, military, self- economic trends. For the purpose of this official revenue estimate, all projections are made on a “current law” basis and exclude any statutory changes or adminis- trative actions proposed in the 2019-20 Executive Budget. The General Fund In June 2018

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Five_Year_Outlook_2024.pdf

29-30 19-25 25-30 Pre-K to 12 $12,289 $17,102 $19,315 5.7% 2.5% Basic Education 6,095 8,157 9,108 5.0 2.2 PSERS 1 2,488 3,089 3,675 3 Education. PHEAA is the Pennsylvania Higher Education Assistance Agency. The largest share of Pre-K to 12 Education expenditures is Basic Education. The Basic Education appropriation grew 5.0% per annum during the historical period and is assumed to grow with

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SUT Exemption for Aircraft - January 2013.pdf

in aircraft or in significant overhauling or rebuilding of aircraft or aircraft parts or components on a factory basis, and all aircraft storage purchased and used in state are exempt from sales tax (6.25 percent). Prior to March 2002, only DOR supplied the IFO with actual SUT remittances by firms in the above referenced NAIC codes as a basis to analyze the fiscal impact of the exemption. For certain industries, remittances were apportioned between aircraft and non-aircraft activity based on

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Single-Use Plastics Report-2020_06.pdf

in Beaver County, Pennsylvania. In 2019, construction of the site employed over 5,000 workers on a temporary basis. The plant will eventually employ 600 permanent positions. IHS Markit estimates that natural gas production from the Marcellus and Utica Shale formations Baseline Net Economic Impacts | Page 40 changes spending on other goods and services on a dollar for dollar basis, and the model uses standard economic multipliers to determine employment and earnings impacts. The second line shows the estimated impact on demand

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RB-2015-04.pdf

demographic information. The survey also asks respondents whether they are compensated on an hourly or non‐hourly (i.e., salary) basis. For Pennsylvania, the CPS Ðinds that workers who report they are compensated on an hourly basis comprise roughly three‐ Ðifths of total non‐farm payroll employment. For the U.S., the respective share is lower. There

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PBB_2022_DLI_REPORT.pdf

CY 2021 base equals $10,000) or (2) reimbursable, who reimburse the unemployment compensation fund on a dollar-for-dollar basis. Reimbursable employers, by law, include governmental entities and select non-profits. In CY 2020, the average tax rate was 3 by programs or program sponsors that receive grant funds directly from the Commonwealth. Data are shown on a project year basis and may reflect activity across fiscal years. 16-17 17-18 18-19 19-20 20-21 21-22 Workload

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PBB_2021_DMVA_REPORT_ADDENDUM.pdf

This is the number of new claims that were a result of VSOs. 3 Data on a federal fiscal year basis and from the U.S Department of Veterans Affairs, National Center for Veterans Analysis and Statistics. 1 FY 20-21 12 months of graduation % Graduates receiving high school diploma, GED or HiSET certification Grade-levels gained in Tests of Adult Basic Education (TABE) Total Battery Score of residential graduates from start to end of residential period Average decrease in time for

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IFO_Hearing_Materials_02_2024.pdf

License Fund are excluded, the proposed spending increase falls to $3.0 billion (6.6%). The increase is driven by Basic Education (+11.9%) and Intellectual Disability (+14.2%). • For all future years after FY 2024-25, the Executive Budget proposes to flat-line Basic Education, Special Education and County Child Welfare. This yields a modest long-term spending growth rate of 1.8% per

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TC_2023_Waterfront_Development.pdf

million to $5.0 million effective for FY 2022-23, and awards are made on a first- come, first-served basis. 4 Tax credits may be utilized against Pennsylvania personal income, corporate net income, bank and trust company shares, title insurance to maintain eligibility for the program. 5 Initial and renewal applications are reviewed and approved by DCED on an ongoing basis throughout the fiscal year. The department must notify the organization of their approval for the current fiscal year within 60

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TC_2020_Research and Development Tax Credit.pdf

cents. The gross ROI does not reflect the alternative use of the tax credit funds. On an annual basis, the tax credit creates or retains 915 full-time jobs at a typical annual wage of $80,000 to $95,000 for research and development tax credit effective for TY 2019. Some states also allow a flat rate credit for basic research payments to qualifying research facilities. Section 3: State Comparison | Page 15 Impact on Corporate Effective Tax Rate Table 3.2 displays

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TC_2020_Mobile Telecommunications Broadband Investment Tax Credit.pdf

bias in project selection). Projects are approved one at time, from most to least cost effective (on the basis of cost per location connected) until funds are exhausted. A separate recent report issued by the Information Technology and Innovation Foundation found D tax credits, the investment that qualifies for the MTBI tax credit is not computed on an incremental basis. Therefore, it is more likely that the investment would have occurred regardless of the tax credit because the tax credit applies to

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TC_2019_Film_Production_Tax_Credit_Report.pdf

The location and type of any qualified post-production expenses. Applications are approved (or disapproved) on a quarterly basis. Upon approval, DCED will issue an FPTC contract, which specifies the maximum amount of tax credit for which the applicant is eligible definition does not include independent artists and performers that are employed on a tempo- rary or full-time basis. The data also do not include individuals who are indirectly employed by the industry, and provide services to other industries (e.g

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Senate_Appropriations_Committee_Response_Letter_2024.pdf

2) $425 million in annual spending for existing programs/line items that were not funded in the Executive Budget, (3) basic education funding that increases by $650 million annually, (4) phase down of State Police funding from the Motor License Fund Five-Year Outlook. Those projections assumed that (1) DHS spending grows by an average of $830 million per annum, (2) basic education grows by $200 million per annum (2.3%), (3) the Motor License Fund provides $375 million annually to fund

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Revenue_Proposal_Analysis_2021_04.pdf

determine the impact that a change to that filing method had on state tax collections. 3 The analysis uses a basic statistical comparison to estimate the potential net tax base expansion attributable to the enactment of combined reporting. The outcome is first full fiscal year of revenue impacts except for Pennsylvania and Rhode Island, which were measured on a tax year basis. The table illustrates state revenue estimators’ consensus regarding the fiscal impact of adopting combined reporting. Since 2006, the majority of

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Revenue_Estimate_2023_06.pdf

on CNIT revenues, especially final payments for TY 2022 that were remitted February to May 2023. 2 On a YOY basis, those CNIT final payments increased 27%. The provision requires corporations to amortize qualifying research and development expenditures over five years amounts and growth rates for those funds. For this official revenue estimate, all projections are made on a “current law” basis and exclude any statutory changes or administrative actions proposed in the 2023-24 Executive Budget . The General Fund The Independent

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Revenue_Estimate_2022_06.pdf

forecast assumes the following Fed policy actions: ▪ At its last meeting, the Fed increased the federal funds rate by 75 basis points to a range of 1.50 to 1.75. It also signaled that rates could increase by a similar growth rates for those funds. For the purpose of this revenue estimate, all projections are made on a “current law” basis and exclude any statutory changes or administrative actions proposed in the 2022-23 Executive Budget. The General Fund The Independent

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Revenue_Estimate_2022_05.pdf

forecast assumes the following Fed policy actions: ▪ At its last meeting, the Fed increased the federal funds rate by 50 basis points to a range of 0.75 to 1.00. It also signaled that rates could increase by a similar rates for those funds. For the purpose of this initial revenue estimate, all projections are made on a “current law” basis and exclude any statutory changes or administrative actions proposed in the 2022-23 Executive Budget. The General Fund The Independent

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Revenue_Estimate_2021_05.pdf

recent months, that portion of the index has increased by roughly 1.2% per annum on a year-over-year basis, despite the fact that the Federal Housing Finance Agency data show that Pennsylvania home values increased by 11.9% in rates for those funds. For the purpose of this initial revenue estimate, all projections are made on a “current law” basis and exclude any statutory changes or administrative actions proposed in the 2021-22 Executive Budget. The General Fund The Independent

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Revenue-Proposal-Analysis-2020-04.pdf

to low or no tax states. The combined reporting methodology described later in this section relies on a basic statistical comparison and revenue trends from three states that have enacted combined reporting. The results from that comparison are corroborated by revenue 2006 to determine the impact that filing method had on state tax collections. 5 The analysis uses a basic statistical comparison to estimate the net tax base expansion attributable to the enactment of combined reporting. The test compares the difference in

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Revenue-Proposal-Analysis-2018-04.pdf

cap is applied to the member’s apportionable share of the combined business income (essentially a separate company basis). Tax and Revenue Proposals | Page 5 Revenue Impact Table 1.2 displays the estimated net revenue impact of the CNIT proposal over minimum wage and less than half (47.6 percent) of those individuals were employed on a part-time basis. (See Table 2.3.) Part-Time Full-Time Total Impact Less than $7.25 34 24 58 unaffected Exactly $7.25 33

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Revenue-Estimate-2023-05.pdf

on CNIT revenues, especially final payments for TY 2022 that were remitted February to May 2023. 2 On a YOY basis, those CNIT final payments increased 27%. The provision requires corporations to amortize qualifying research and development expenditures over five years amounts and growth rates for those funds. For this initial revenue estimate, all projections are made on a “current law” basis and exclude any statutory changes or adminis- trative actions proposed in the 2023-24 Executive Budget. The General Fund The

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Response-Letter-2-27-2020.pdf

on discussions with the department. DHS may update the estimates as more information becomes available. On a state fiscal year basis, the additional funding for prevention services is estimated at $2.4 million and the reduced federal funding for congregate care the state and counties will have to coordinate to ensure that the 50-percent requirement is met on a statewide basis. The reporting of expenditures for federal reimbursement can be lagged up to eight quarters, which means that the final determination

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RB 2019 RACP.pdf

and property damage, and flood) thresholds. It should be noted that RACP payments are made on an on-going reimbursement basis. Grantees apply for periodic reimbursement by submitting formal payment requests to the GBO. The initial payment request must include construction those funds for an alternative purpose that would also have economic implications.  RACP grants are paid on a reimbursement basis. The time frame under which projects are awarded and subsequently paid out can vary significantly based on project progress and

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PBB_2023_EO_REPORT.pdf

resources (HR) services (Activity 1) for Commonwealth agencies under the Governor’s jurisdiction. Expenditures have increased on a per employee basis ($1,389 in FY 2021-22) as the number of Commonwealth employees has decreased. Duties of the office include negotiating in FY 2021-22. Employer retiree healthcare billing rates are established administratively and are charged on a per pay period basis based on the number of active employees. Since FY 2017-18, the cost per annuitant has decreased by 3% while

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PBB_2022_AGING_REPORT_Addendum.pdf

PDA collected this data once in 2019, and it is recommended that they monitor this metric on a more regular basis. Performance Measures for Elder Justice and Protection Notes: RON stands for Reports of Need. PS stands for protective services. 1 0% (multiple AAAs) to 42% for Union/Snyder AAA. Elder Justice and Protection | Page 25 On at least an annual basis, PDA conducts reviews of sample cases in all AAAs to ensure consistent services across the Common- wealth. If PDA finds

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PBB_2020_DOS_REPORT.pdf

For many, that requirement implies that agencies merely compute and publish self-selected performance metrics on an annual basis. Those metrics may or may not be reviewed by policymakers. For Pennsylvania, the act requires the IFO to submit plans to the Election Commission. 5 CVAP stands for citizen voting age population. 9 Data will be on a calendar year basis. DOS estimates that 2019's figure will be 42%, but that is due to DOS only printing and mailing notary commissions once

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PBB_2019_JCJC_Report.pdf

For many, that requirement implies that agencies merely compute and publish self-selected performance metrics on an annual basis. Those metrics may or may not be reviewed by policymakers. For Pennsylvania, the act requires the IFO to submit plans to the this review contain performance measures and general metrics that JCJC could report to the legislature on a regular basis so that:  Policymakers will have more comprehensive information regarding JCJC operations.  All stakeholders will have access to the same information

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PBB_2019_DOBS_Report.pdf

For many, that requirement implies that agencies merely compute and publish self-selected performance metrics on an annual basis. Those metrics may or may not be reviewed by policymakers. For Pennsylvania, the act requires the IFO to submit plans to the this review contain performance measures and general metrics that DOBS could report to the legislature on a regular basis so that:  Policymakers will have more comprehensive information regarding DOBS operations.  All stakeholders will have access to the same information

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NGPR-2017Q1.pdf

3% -2.9% -4.8% -6.5% Notes: Horizontal wells only. Data through 2014 were reported on a half-year basis. Starting in 2015, data are reported on a monthly basis. Figure 1 displays the number of new horizontal wells spud in each quarter since 2011. After declining to its lowest

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Newsstand_2018_November.pdf

data show that per capita student loan debt across all consumers increased by 7.2% on a year-over-year basis. For other types of debt, the growth rates were as follows: auto (1.5%), credit cards (4.0%), primary mortgage S. Bureau of Economic Analysis released preliminary state real Gross Domestic Product data for 2018 Q2. On a quarterly annualized basis, the Pennsylvania economy expanded by 3.6%. That rate is con- siderably higher than the prior two quarters: 2017 Q4

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Newsstand_2018_June.pdf

Reserve Bank of New York released consumer debt data for the first quarter of 2018. On a year-over-year basis, the data reveal the following growth rates for total Pennsylvania consumer debt for the first quarter: student loans (5.0% 2018. (See Table 1.12 from the hyperlink.) Total corporate profits increased by 4.3% on a year-over-year basis. If foreign profits and the profits of financial firms (e.g., banks and insurers) are excluded, then the profits growth

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MER-2014-05.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 8 May 2014 Monthly Economic Report Independent Fiscal Of Ðice ‐ Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross various industry sectors contribute to gross domestic prod‐ uct (GDP). Previously, industry data were only avail‐ able on an annual basis. These new data allow re‐ searchers and analysts to gauge how certain sectors are preforming compared to other sectors on

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June_Revenue_Estimate_2021.pdf

recent months, that portion of the index has increased by roughly 1.2% per annum on a year-over-year basis, despite the fact that the Federal Housing Finance Agency data show that Pennsylvania home values increased by 11.9% in growth rates for those funds. For the purpose of this revenue estimate, all projections are made on a “current law” basis and exclude any statutory changes or administrative actions proposed in the 2021-22 Executive Budget. The General Fund The Independent

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EPLC_3_4_2022_update.pdf

262 $306 $331 Long-Term Living 763 946 201 239 278 302 Intellectual Disability 124 376 82 84 86 89 Basic and Special Education 330 233 191 194 198 203 PSERS Contribution 32 200 78 65 74 71 State Correctional Institutions increase ▪ $134 million – Keep table games tax revenue in the General Fund General Fund Education Funding Proposals ▪ $1.55 billion – Basic Education ($1.25 billion) | Level Up ($300 million) ▪ Special Education ($200 million) | Early Childhood Education ($70 million) ▪ Higher Education ($125

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EPLC-2-19-21.pdf

Welfare 146 56 44 44 44 Mental Health 55 28 26 26 28 PSERS Contribution 114 164 150 143 169 Basic and Special Education 146 174 174 168 165 PlanCon 0 0 192 0 22 State Correctional Institutions 962 69 43 wage increase ▪ $168 million – New municipal fee to fund state police services General Fund Education Funding Proposals ▪ $1.6 billion – Basic Education ($1.35 billion) | Special Education ($200 million) | Other ($46 million) State and Local Tax Burden Ratios February 19, 2021

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Economic_and_Revenue_Update_2021.pdf

on the Executive Budget (including supplementals). From FY 2019-20 and thereafter, school district Social Security costs are included within Basic Education Funding. Prior to FY 2019-20, those costs were included in the "Other" category. $5,695 $5,895 $5 14,000 $16,000 $18,000 15-16 16-17 17-18 18-19 19-20 20-21 21-22 Basic Education Funding Special Education Funding PSERS (State Share) Other $12,801 $13,243 $13,748 $14,378 $14,437 $16

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DotPlotData.xlsx

pa.gov/Teachers%20-%20Administrators/School%20Finances/Finances/AFR%20Data%20Summary/Pages/AFR-Data-Detailed-.aspx G. PDE Website, Historical Subsidy and Grant Information, Basic Education Fund, Basic Education Funding 2018-19. https://www.education.pa.gov/Teachers%20-%20Administrators/School%20Finances/Finances/Historical%20Files/Pages/default.aspx Original Dot Plot

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BEFC_Response_Letter_12_19_23.pdf

state.pa.us INDEPENDENT FISCAL OFFICE December 19, 2023 The Honorable Kristin Phillips-Hill The Honorable Michael Sturla Co-Chair Basic Education Funding Commission Co-Chair Basic Education Funding Commission Senate of Pennsylvania Pennsylvania House of Representatives 362 Main Capitol Building 106 Irvis Office Building Harrisburg, PA

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2004_srpvffinal.pdf

these cases, service is normally provided through formal or informal cooperative agreements. Service may also be rendered on a fee basis, which is usually defined in a written agreement. In some rural areas, service is provided without a formal agreement and a statewide retirement plan for volunteer firefighters to remedy that decline. Although this same premise was found to be the basis for the establishment of volunteer firefighter retirement systems in 26 states, the Commission’s survey evidences very limited pre-implementation

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index.cfm

partially due to the continuation of hybrid and remote work schedules for some workers. ... (Full Report) Testimony on the 2023 Basic Education Funding Commission Survey Economics and Other December 15, 2023 Director Matthew Knittel provided testimony to the Basic Education Funding Commission on the results from the 2023 Basic Education Funding Commission Survey. The IFO response to questions raised

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TC_2023_PA_Resource_Manufacturing.pdf

of production. Polyethylene is the most widely used plastic in the world and is manufactured at petrochemical plants. 6 The basic feedstock is the hydrocarbon ethylene, which must be steam cracked from ethane, a natural gas liquid, to break down the May 1, 2028. In order to increase accountability for the program, data should be collected and compiled on an annual basis to facilitate regular and timely assessment of program effectiveness. Key Decision Points In addition to the specific recommendations above, policymakers

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TC_2023_Manufacturing.pdf

also issue recaptured or unissued credits from prior fiscal years. Tax credits are awarded on a first-come, first-served basis. The MTC can be claimed for a period determined by DCED but cannot exceed (1) five years from the date the creation of family-sustaining manufacturing jobs. Administration DCED administers the tax credit and reviews applications on an on-going basis throughout the fiscal year. The text that follows is a summary of the more detailed explanation of the application process

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TC_2022_Coal_Refuse_Energy_and_Reclamation.pdf

by DEP staff to measure pollution outflow prior to any mining activity and is monitored on a quarterly or annual basis after operations begin, depending on permit require- ments. Additional monitoring takes place each year for up to ten years after not report wages paid, and the analysis assumes an av- erage wage that ranges from $74,000 (2018, full-time basis) to $80,000 (2021). Based on that assumption, total wages paid are $22.8 million for 2020 using a factor

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TC_2021_Video_Game_Production.pdf

competitive grant or rebate program and award projects based on projected economic impact (not on a first-come, first-served basis). Grants and rebates also get funds to firms more quickly.  To increase the impact of the tax credit on has a limited impact on location/business decisions. In addition, VGP applications are awarded on a first-come, first-served basis without regard to the potential economic impact of the award. Converting the tax credit to a competitive grant or rebate

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TC_2021_Neighborhood_Assistance_Program.pdf

understanding for the long-term commitment. 12 Only minor changes will be accepted by DCED on a case-by-case basis once an application is submitted. DCED will not accept modifications to the scope, breadth, budget or location of a project for FY 2018-19 and the IMPLAN state economic model. 16 Data from FY 2018-19 are used as the basis for the analysis because FY 2019-20 awards were impacted by the COVID-19 pandemic. The results for FY 2018-

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TC_2021_Keystone_Special_Development_Zones_Update.pdf

KSDZ program. For calendar year 2020, those two firms were awarded $4.3 million in KSDZ Tax Credits on the basis of 2,049 jobs. It is unclear whether the remaining firms have simply elected not to apply for the tax location in the absence of the tax credit, then the credit did not generate new economic activity on a statewide basis.  The decision to locate within the zone was tipped by the tax credit and the firm would not have

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TC_2020_Organ and Bone Marrow Donation Tax Credit.pdf

substantial burden. Potential donors are subject to an extensive pre-donation evaluation, which is completed on an outpatient basis often over multiple days. In addition, a donor may be required to stay near the transplant hospital for a period immediately after an unknown number of bone marrow donors may have been eligible for the tax credit on an annual basis.  Twenty other states offer tax incentives to mitigate the financial burden of living organ or bone marrow donation. Some incentives are

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TC_2020_Keystone_Innovation_Zone_Tax_Credit.pdf

immediate cash flow. Line 1 A total of $15 million of credits are currently awarded on an annual basis. Line 2 Data show that nearly all tax credits are sold for 90 cents per tax credit dollar. That amount includes both KIZ firms should be expanded and verified. To reduce burdens, KIZ firms might report metrics on an annual basis rather than semi-annually. The audit or verification of program metrics will reduce fraud and give policymakers more data on which to

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TC_2019_New_Jobs_Tax_Credit_Report.pdf

for job creation) and determined that leaders largely viewed these incentives as an “accounting function” and not a basis for making decisions regarding business operation or relocation. 6 Other studies found that in some cases, firms that created program eligible jobs net incremental (direct) spending generated by the credit. Line 12 For the purpose of this simplified analysis, a basic economic multiplier of 2.0 is applied to the net 12 The small amount of induced activity generated by the JCTC lent

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Summary_Tax_Credit_Reviews_Oct_2023.pdf

more than 40% of all credit awards. ▪ Recipients refer to the tax credit as an “accounting function” and not a basis for making decisions regarding business operation or relocation. Conclusion The review finds that it is unlikely that the current program previously participated in the program. Because the program is oversubscribed and credits are awarded on a first- come, first-served basis, new firms are effectively excluded from the program and current participants are the primary beneficiaries when credit allocations increase. Conclusion

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Revenue_Estimate_2024_06.pdf

amounts and growth rates for those funds. For this official revenue estimate, all projections are made on a “current law” basis and exclude any statutory changes or administrative actions proposed in the Governor’s 2024-25 Executive Budget. General Fund The Estimate | Page 10 Motor License Fund The Motor License Fund (MLF) includes various excise taxes levied on a per-gallon basis and revenue from licenses and registration fees. Based on actual collections through May 2024 and projections for the re- mainder

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Revenue-Estimate-2024-05.pdf

amounts and growth rates for those funds. For this initial revenue estimate, all projections are made on a “current law” basis and exclude any statutory changes or adminis- trative actions proposed in the Governor’s 2024-25 Executive Budget. General Fund Estimate | Page 10 Motor License Fund The Motor License Fund (MLF) includes various excise taxes levied on a per-gallon basis and revenue from licenses and registration fees. Based on actual collections through April 2024 and projections for the re- mainder

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RB_2023_12_Cigarette_Tax_Collections.pdf

tax revenues for these levies since state fiscal year (FY) 2018-19. These taxes are levied on a per pack basis (as opposed to price), so they should also reflect cigarette consumption trends at the national, state and city level. Prior state collects the $2.00 per pack tax on behalf of Philadelphia, and then transmits those revenues on a monthly basis. Compared to state and federal revenues, Philadelphia cigarette tax collections have declined at a much faster rate since FY 2018-

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RB-2016-02.pdf

a Duquesne Light Settlement Agreement with the Public Utility Commission. PEDA does not currently receive state funding on an annual basis. New loans and grants are funded through loan repayments and any remaining monies from Growing Greener and the Duquesne Light Trusts (pewtrusts.org/en/projects/economic‐development‐tax‐incentives) Provides research and reports on state economic development incentives. Also provides basic informational videos and a frequently asked questions section, which discusses the de Ðinition of economic development incentives. Rachel Carson State

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PBB_Board_Amend_03_09_22.pdf

by quartiles based upon poverty level, students of color as a share of enrollment, and local tax effort, how the basic education funding distribution would shift on a per pupil basis if 100% of the funds were distributed using the fair funding formula 6. In the substate metrics section of the

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PBB_2023_DDAP_REPORT.pdf

funding source, which results in a fragmented data collection process that makes it difficult to evaluate outcomes on a systemwide basis. This section highlights key DDAP initiatives and performance metrics as well as significant data gaps that should be addressed to prevention services are activities targeted to the general public or a population group that has not been identified on the basis of individual risk. ▪ Selective prevention interventions are activities targeted to individuals or a subgroup of the population whose risk of

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PBB_2023_DCNR_REPORT.pdf

track the estimated number of vehicles that enter the park. These estimates are reported to the Bureau on a monthly basis. 17-18 18-19 19-20 20-21 21-22 22-23 Park Ranger FTE positions 1 185 185 185 generate fee revenue. The vacancy rate for wage park rangers, which largely represent rangers that are hired on a seasonal basis, was 38% in FY 2021-22. This increase represents an additional 22 vacant positions from FY 2017-18 to FY

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PBB_2022_DHS_REPORT_ADDENDUM.pdf

and/or cognitive disorders. The BHSL also processes approximately 80 new and renewal licenses for these facilities on an annual basis. The Bureau of Certification Services (BCS) regulates child care centers and family and group child care homes in Pennsylvania. In national benchmarks or incremental improvements. This change is not expected to affect overall costs but shifts funding to an incentive basis to improve outcomes. The Medicaid Management Information System (MMIS) modernization is an ongoing project that will benefit CHIP through streamlined

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PBB_2021_PennDOT_REPORT_ADDENDUM.pdf

of locally-controlled roads. This report recommends that local transportation agencies report select performance metrics to PennDOT on an annual basis. Department of Transportation Overview | Page 9 Agency staff engaged in the Driver and Vehicle Services activity increased by 180 FTE program (a part of the International Registration Plan, a federal program), the department collects and distributes funds on a monthly basis for other jurisdictions. Participating jurisdictions do the same for Pennsylvania. 2 FY 2020-21 includes $49.3 million in funding

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PBB_2020_PEMA_REPORT.pdf

For many, that requirement implies that agencies merely compute and publish self-selected performance metrics on an annual basis. Those metrics may or may not be reviewed by policymakers. For Pennsylvania, the act requires the IFO to submit plans to the 3 33% 33% 33% 34% 34% 36% # Designated county emergency mgmt. coordinators 68 68 68 68 68 68 % Basic certification -- -- -- -- -- 89% % Advance certification -- -- -- -- -- 63% % Professional development certification -- -- -- -- -- 38% % Compliant county emergency management coordinator 57% 57% 61% 82% 87% 87% % PEMA staff

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Newsstand_2019_April.pdf

9% from the prior year. - April 2019- National News Federal Income Tax Refunds Remain Below Prior Year On a weekly basis, the IRS releases the latest data regarding federal income tax refunds processed and paid. Through April 12, total IRS refunds Q4. For cal- endar year 2018, domestic profits of non-financial corporations increased by 10.7% on a pre-tax basis. (See Table 6.16d in the link.) For the four quarters, profit growth relative to the prior year was as

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Newsstand_2018_December.pdf

Q3. For Pennsylvania, seasonally adjusted data show that third quarter home prices grew by 1.8% on a quarterly annualized basis. Pennsylvania home price growth has slowed significantly since earlier in the year (Q1: 6.1%, Q2: 3.1%). Third quarter preliminary data for third quarter U.S. corporate profits. (Table 6.16d in the link.) On a year-over-year basis, domestic profits grew by 10.8% in the third quarter. If financial firms are excluded (e.g., banks and insurers

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MTR-2017-05.pdf

Finance Agency show that median PA home values increased by 4.0% in 2017 Q1 on a year-over-year basis. 2 A final factor could be weak business spending. Analysts estimate that business purchases may comprise one-third of the for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2016-09.pdf

food at home”) have declined in the U.S. (-0.9%) and Philadelphia (-1.2%) on a year-over-year basis. The latest reading shows that overall food price levels in the U.S. have declined for 9 consecutive months, which for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2016-04.pdf

for Pennsylvania, as sales increased by 9.8% and average prices increased by 1.2% on a year-over-year basis. The Commonwealth levies a tax of 1.0% on the final transaction price of all home and business sales. This for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2016-02.pdf

non-financial corporations decreased $56.5 billion (-4.3%) in the third quarter of 2015 on a year-over-year basis. 1 For the fourth quarter, analysts project that earnings will continue to decline by 2% to 10% compared to the for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2015-11.pdf

the point of origin. For 2015, chemical manufacturing is Pennsylvania’s largest export. Pharmaceuticals and medicines (10.7% AAGR) and basic chemicals (5.4% AAGR) comprise roughly three- quarters of this commodity. Transportation equipment is the next largest export. Aerospace products for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MER-2014-04.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 8 April 2014 Monthly Economic Report Independent Fiscal Of Ðice ‐ Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross with real private GSP. Currently, the U.S. Bureau of Economic Analysis (BEA) publishes state GSP data on an annual basis only. Moreover, the most recent GSP estimates typically lag current activity by one to two years. For example, the most

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ITEP-Presentation-11-14-2019.pdf

on tax havens)  Disclosure/Clawbacks.  Three-factor apportionment factor  Economic nexus  Minimum tax Combined Reporting: The Basics  Combined reporting is one way of tackling a basic problem: what is the “company” to which we apply apportionment rules?  Example: General Electric has 50 U.S.-based

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Ironman_Triathlon_Impact_Analysis_2024_04.pdf

end of this report. Event and State Grant The Ironman Group operates triathlons and other multisport events on a worldwide basis. The inaugural 2023 Ironman 70.3 Pennsylvania Happy Valley Triathlon was a half triathlon comprised of three separate legs (swim week, the model converts additional hours worked into the implied number of jobs (full- and part-time) on an annual basis. The IFO then converted that output into full-time equivalent (FTE) jobs. The analysis projects that 30 FTEs were supported

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IFO_Pension_Analysis_Policies_(January_1_2024).pdf

s Role in the Pension Legislation Review Process The IFO’s role in the pension legislation review process has two basic steps. First, the IFO determines whether a proposed legislative change has a material actuarial impact to the system(s) specified in the transmission to the General Assembly. The IFO may provide additional fiscal or economic analysis on an ad hoc basis, if the legislation has expanded impacts that warrant further consideration or explanation outside of the contracted actuaries’ direct scope. The

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IFO_Hearing_Packet_Feb2018.pdf

fee and their vintage.  Quarterly Natural Gas Production Report. Provides unconventional production volumes and well counts on a quarterly basis. Top producing counties also listed. Published Reports and Analyses (since January 1, 2017)  Impact Fee Update (January 2017, July year. 23 Change in Employer Contributions: Act 5 vs. Prior Law Note: Dollar amounts in millions on a cash flow basis for fiscal years ending June 30th (PSERS) and December 31st (SERS). For SERS, the change in employer contributions are affected

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Five_Year_Outlook_Presentation_2021.pdf

is average annual growth rate. Growth rates are year-over-year. All data are on a calendar or tax year basis. S&P 500 for 2021 through October. Historical sales tax growth rate excludes revenue gains from extra internet sales taxes 6 County Child Welfare 67 45 46 46 46 3.1 Intellectual Disability 228 82 84 86 89 3.3 Basic-Special Education 225 188 189 193 198 2.3 PSERS 200 78 65 74 71 2.4 SERS 58 -18

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EPLC_April_2024.pdf

Spend Shift -125 -375 Adj. Expenditures 44,610 47,558 51,010 6.6% 1.8% 3.4% Program Detail Basic Education 7,992 8,944 8,944 11.9% 0.0% 2.3% Special Education 1,387 1,437 1 phase in impact which takes 2-3 years Notes Revenues IFO Estimate Spending Exec Bud Amount Tax Skill Games $380 Basic Education Funding $1,072 Minimum Wage Increase $75 School Environmental Repairs $300 Tax Adult Use Cannabis $260 School Safety and

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2020_Mid_Year_Update.pdf

Natural gas royalties down due to prices January 28, 2020 9 PIT Payments Growth January 28, 2020 10 Tax Year Basis 2015 2016 2017 2018 2019 2020 Quarterlies 16.1% -3.2% 11.5% -5.6% 10.9% Annuals -7.5% 2020 13 Growth Rates: Corporate Payments, Profits, S&P 500 January 28, 2020 14 Year-Over-Year Growth, Tax Year Basis 2015 2016 2017 2018 2019 2020 Estimated -7.9% 1.0% 8.0% 16.0% 1.1% -- Finals -12.6%

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2012-10 Monthly Economic Summary FINAL.pdf

average change in prices over the past year. Includes outlays for energy. Data are pub- lished on a bi-monthly basis. 8 Aug 8.1% 0.3 1.2% 3.3% 10.2% -7.1 3.63 1.4% Sep-12 10.1 percent), Pri- mary Metal Manufacturing (10.7 percent) and Minerals & Ores (32.1 percent). In the Chemicals industry, Basic Chemicals (3251), Pharmaceuticals & Medicines (3254) and Other Chemical Products & Preparations are the primary drivers of growth. Foundries (3315) and Alumina

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Pensions

rate," that is tied to the investment performance of each System's pension fund and would be added to the basic contribution rate of each membership class under certain conditions. For PSERS, beginning with the annual actuarial valuation performed for the in which the employer contribution rate is lower than the final contribution rate, the employee contribution rate would be the basic contribution rate. There would be no increase in the employee contribution rate where there has not been an equivalent increase

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TC_Board_Hearing_Jan_10_2023.pdf

maximum 5% higher payroll from newly created jobs ▪ Capped at $4 million annually ▪ Awarded on a first-come, first-served basis January 10, 2023 2 #1 Manufacturing $1.6 million in tax credits authorized by DCED for FY 21-22 ▪ 5

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TC_2022_Mixed_Use_Development.pdf

awarded to the highest qualified bidders. Bids of equal value are processed and considered on a first-come-first-served basis. If two or more applicants meet eligibility criteria and offer equal bids totaling more than the available credit amount, the

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State_Tax_Comparison_2024_02.pdf

franchise license taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt or other basis besides assessed value of property), and other licenses applicable with few, specified exceptions to all corporations. 7 Prior to tax

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State_Tax_Comparison_2023_02.pdf

franchise license taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt or other basis besides assessed value of property), and other licenses applicable with few, specified exceptions to all corporations. 10 Prior to tax

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State_Tax_Comparison_2022_01.pdf

franchise license taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt or other basis besides assessed value of property), and other licenses applicable with few, specified exceptions to all corporations. State Rank Amount Ratio

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State_Tax_Comparison_2020_11.pdf

taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt or other basis besides assessed value of property), and other licenses applicable with few, specified exceptions to all corporations. 9 New Jersey’s calendar year

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State-Tax-Comparison-2020-01.pdf

taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt or other basis besides assessed value of property), and other licenses applicable with few, specified exceptions to all corporations. 9 New Jersey’s calendar year

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State and Local Tax Burden Study.pdf

taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt, or other basis besides assessed value of property), and other licenses applicable with few, specified exceptions to all corporations. State and Local Tax Comparison Study

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SR2017-06.pdf

percent of the market value of taxable property in Pennsylvania for 2016, and we believe the survey provides a solid basis for analysis. While the survey measures currently approved homestead properties, there may be additional properties that qualify as homesteads. It

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SR2017-03.pdf

franchise license taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt or other basis besides assessed value of property), and other licenses applicable with few, specified exceptions to all corporations. Tax Comparison Study 2017

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SR2014-03-presentation.pdf

Dec.2014 11 Consolidated SD vs. Total of Individual SDs, $ millions State Funding State Revenue Item Consolidated Individual Net Difference Basic Education Funding 151.1 156.5 -5.4 Special Education Funding 30.1 30.1 0.0 Accountability Block Grant

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Special-Funds-Response-Letter-03-08-2019.pdf

fund spending differs based on the year being reported. Special fund disbursements for actual years are reported on a cash basis, while the estimate for the current fiscal year (listed as the "available" year in the financial statement) includes a budgeted

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SERS_Stress_Test_Impact_Analysis_2024.pdf

the scenario, SERS modeled the impact of overperforming or underperforming the assumed net investment rate of return by 2% (200 basis points) each year for the first 10 years, followed by reversion to the baseline rate of return (6.875%) for

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SERS_Stress_Test_Impact_Analysis_2023.pdf

the scenario, SERS modeled the impact from overperforming or underperforming the assumed net investment rate of return by 2% (200 basis points) each year for the first 10 years, followed by reversion to the baseline rate of return (6.875%) for

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SERS_Stress_Test_Impact_Analysis_2022.pdf

SERS modeled the impact of the fund outperforming or underperforming the assumed net investment rate of return by 2% (200 basis points) each year for the first ten years, followed by reversion to the baseline rate of return (6.875%) for

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Senate_Appropriations_Committee_Response_Letter_2023.pdf

care and universal preschool would probably increase employment of parents who would be eligible for subsidized child care on the basis of their income under current law.” 4 ▪ A recent study by the Census Bureau found that “there is robust support

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Select Committee Oct 1 2012 FINAL.pdf

Newly taxed services:  Certain health care (for-profit nursing homes, day care)  Recreation (movies, bowling, amusement parks)  Basic cable  Personal (barber, beauty salons)  Intrastate transport of persons (taxis, bus, rail) 1.Oct.2012 Analysis of HB

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SD-Property-Tax-Forecast-2020.pdf

Public School Code of 1949. It is used in the calculation of various state subsidies for school districts, including the basic education subsidy. The minimum MV/PI AR is 0.1500. For FY 2019-20, 409 districts had an MV/PI

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SD-Property-Tax-Forecast-2019.pdf

Public School Code of 1949. It is used in the calculation of various state subsidies for school districts, including the basic education subsidy. The minimum MV/PI AR is 0.1500. For FY 2017-18, 409 districts had an MV/PI

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RTR-2014-12.pdf

December, which are largely comprised of the last quarterly payment from corporations that file their taxes on a calendar year basis, increased by $37 million (9.6%). For the fiscal year, estimated payments increased by $102 million (12.2%).  Personal

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Roundtable_Jan_24_2023.pdf

24 to FY 27-28. Forecast assumes new spending in 22-23 base year is permanent New level-up supplement, basic ed subsidy increases Wage growth reflects PSP shift from MLF DHS programs affected by expiration of enhanced FMAP General Fund

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Revenue_Estimate_2015-06-15_Release.pdf

722 billion, an increase of 0.6 percent over the prior year. The projection is made on a current law basis, and it does not include the impact of proposed changes to statute. Relative to the revenue estimates contained in the

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Revenue_Estimate_2015-05-04_Release.pdf

increase of only $170 million (0.6 percent) over the prior year. The projection is made on a current law basis, and it does not include the impact of proposed changes to statute. “The Pennsylvania economy is expected to continue expanding

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Revenue_Estimate_2014-06-16_Release.pdf

445 billion, an increase of 3.2 percent over the prior year. The projection is made on a current law basis, and it does not include the impact of proposed changes to statute. Relative to the revenue estimates contained in February

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Revenue-Proposal-Analysis-2019-03.pdf

is applied to the member’s apportionable share of the combined business income (essen- tially a separate company basis). 18-19 19-20 20-21 21-22 22-23 23-24 Rate Reduction n.a. -$78 -$313 -$538 -$762 -$984 Combined

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Revenue-Estimate-2019-05-Presentation.pdf

5.5% 20.0% 25.7% 2019 -1.8% Note: Profits are domestic, non-financial profits on a calendar year basis. FYE is fiscal year ending. Millions of dollars. Source: Corporate profits data from U.S. Bureau of Labor Statistics, NIPA

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REU-2019-11.pdf

monthly net job gains (annualized) have held steady in the most recent three-month period. On a year-over-year basis, net jobs gains have continued to decelerate since 2018Q1.  The U.S. CPI-U held steady for 2019Q3, while

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Response_Letter_9_23_2019.pdf

age 65 or older. It is noted that many of those individuals remain employed on a full- or part-time basis, and some may not yet receive retirement income or benefits such as Social Security and pension disbursements. Cost of Major

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RB_2024_09_Gaming.pdf

the first two months of the fiscal year reveal a continuation of recent revenue trends. On a year-over-year basis, gross revenues from sports wagering (+27%), iGaming slots (+32%) and table games (+24%) have surged, while in-person slots (-1%

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RB_2024_07_Budget_Update.pdf

million). • For FY 25-26, the expenditure growth rate is from the IFO five-year outlook report. It assumes that basic education funding grows by 2.4%, Department of Human Services by 5.2%, and personnel-related costs (wages, healthcare, SERS

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RB_2024_02_Jobs_Revised.pdf

average wage gains. For example, if total wages paid to all Pennsylvania workers grow by 4.0% on a YOY basis, and the number of (revised) jobs expands by 1.0%, then the growth in the average wage paid is roughly

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RB_2023_03_Rental_Assistance.pdf

to impose such a restriction. The Princeton University Eviction Lab project compiles state renter eviction filing data on a monthly basis. 1 In the figure below, the black line displays Pennsylvania pre-COVID “baseline” eviction filings for each month, using data

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RB_2022_08 County Income Patterns.pdf

Relief Income Per Capita Figure 3 displays the estimated 2020 COVID-19 pandemic relief income on a county per capita basis. The amounts ranged from $6,500 (Elk County) to $2,300 (Forest County). Counties at the higher end of the

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RB_2022_06_PA_Gasoline_Tax.pdf

expected to increase 5.5%. The difference in growth rates is the result of receiving tax collections on a delayed basis. Due to the initial state revenue loss from the COVID-19 pandemic, the Pennsylvania Department of Transportation (DOT) reduced FY

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RB_2022_06_Act_105_Pre-Funding_Impact.pdf

act excludes specific employers such as the Pennsylvania Turnpike Commission, the State Public School Building Authority and the Delaware River Basin Commission (among others). Because Act 120 of 2010 bars executive agencies from issuing pension obligation bonds, those agencies also cannot

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RB_2021_11_Wage_Growth.pdf

quarter (6.0% annualized). The total wages data show that wages paid in September grew 9.3% on a YOY basis (annualized), the highest pre-pandemic rate since December 1984. The total wages metric displays stronger growth because it is a

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RB_2021_09_Pension_Outlook.pdf

825 million prepayment in unfunded liability from the Pennsylvania State System of Higher Education. 1 SERS reported on calendar year basis except for Employer Contribution Rate. Includes all funds. 2 Includes $1.1 billion prepayment in unfunded liability from The Pennsylvania

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RB_2021_01_Economic_Impact_of_Federal_Stimulus.pdf

impact the fixed $300 weekly payment. ▪ PUA claimants receive at least $495 per week, or $25,700 on an annual basis that is not subject to payroll or income taxes. Roughly 60% of all PUA claimants reported they had earned less

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RB_08_2023_County_Income_Patterns.pdf

3 Pandemic Relief Income Per Capita Figure 3 displays the 2021 COVID-19 pandemic relief income on a per capita basis. The amounts ranged from $4,900 (Philadelphia County) to $2,900 (Centre County). Counties at the high end of the

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RB-2020-COVID-19 Local Revenue Impact.pdf

for CY 2019. Overall, the analysis assumes that statewide jobs fall by the following percentages on a year-over-year basis: 14.4 percent (2020 Q2), 10 percent (2020 Q3), 8 percent (2020 Q4), and 6 percent (2021 Q1). The retail

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RB-2018-01.pdf

Public School Code of 1949. It is used in the calculation of various state subsidies for school districts, including the basic education subsidy. The minimum MV/PI AR is 0.1500. For FY 2017‐18, 409 districts had an MV/PI

Hits: 1

RB-2017-5.pdf

tax actions published by the National Conference of State Legislatures (NCSL), which compiles state tax law changes on an annual basis. Miscellaneous additional revenue adjustments were made by the IFO for certain states based on official state revenue reports. For the

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PSBA-Property-Tax-Update-March-2020.pdf

4.5 ppts  Tax groceries: ~+$1.8 billion (excludes WIC-SNAP purchases)  Tax clothing: ~+920 million  Other: basic cable services, non-prescription drugs, amusements March 13, 2020 4 Revenue Growth and Volatility Comparison March 13, 2020 5 -8

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PSBA Webinar - IFO - Act5_Actuarial.pdf

0 -10.0 0.0 10.0 20.0 30.0 Note: dollar amounts in millions on a cash flow basis for fiscal years ending June 30th. Includes employer contributions for PSERS only. Source: Cost note prepared by Conduent (PSERS’ actuary

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Press_Release_2018_Economic_and_Budget_Outlook.pdf

forecast. The imbalance is described as “potential” because policymakers have various tools to control expenditures on a temporary or permanent basis. “Expenditures are expected to increase by $2.70 billion in FY 2019-20, which is roughly $1.70 billion more

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Press_Release_2017_Economic_and_Budget_Outlook.pdf

policies. The imbalance is described as “potential” because policymakers have various tools to control expenditures on a temporary or permanent basis. “While long-term fiscal pressures remain, the most recent forecast constitutes an improvement compared to previous projections. Actual and assumed

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press release - economic and budget outlook.pdf

and expenditure trends that may affect the Commonwealth’s fiscal position over the next five years. On a current-policy basis, the analysis finds that expenditure growth has the potential to significantly exceed revenue growth over this period. Other major findings

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Presentation_2017_02_10_EPLC.pdf

debt service, statutory funding shifts, pensions and employee compensation. Remaining expenditures classified as discretionary.  Includes agency operations and the basic and special education subsidies. Non-Discretionary Expenditures 10.Feb.2017 11 Discretionary vs. Non-Discretionary 10.Feb.2017 12 1

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Presentation_2016-06-08_GPNP_Budget_Outlook.pdf

of additional resources from PHEAA to maintain grants. Changes Since January Report FY 2015‐16 Appropriation Changes in Act 1A Basic Education Subsidy $50 Medical Assistance Programs ‐153 PHEAA Grants ‐ 39 Other (various increases/decreases) ‐8 Total ‐150 Note: dollar amounts

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Presentation_2016-05-12_PaDUC_Impact_of_Demographics.pdf

May.2016 Average Annual Growth Population Age 5‐14 ‐0.6% General Inflation 2.1% Education Inflation Premium n.a. Basic Education Expenditure Trend (excluding policy changes) 1.5% 23 Example: K‐12 Education 12.May.2016 Revenue Impacts Revenues Less

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Pitt_Chamber_Presentation.pdf

see table)  Total state and local taxes / modified state personal income  Could also compute on a per capita basis  Cannot control for tax exporting and tax incidence  Computation with and without severance tax 4 State Corporate Net

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PICPA_NPG_Presentation_2021_07.pdf

noted in system CAFR. Unfunded Liability is final year UAL. Calculations by the IFO. 1 SERS reported on calendar year basis except for Employer Contribution Rate. Includes all funds. 2 SERS 2020 employer contributions include $1.1 billion prepayment in unfunded

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PICPA Presentation_ June 11, 2019.pdf

5.5% 20.0% 25.7% 2019 -1.8% Note: Profits are domestic, non-financial profits on a calendar year basis. FYE is fiscal year ending. Millions of dollars. Source: Corporate profits data from U.S. Bureau of Labor Statistics, NIPA

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PBB_Board_Hearing_Mar_09_2022.pdf

3 Appropriations K-12 Special Education Post. and Higher Education Student Supp. Servs. Child Dev. and Early Learning Other Total Basic Education Funding $7,067 -- -- -- -- -- $7,067 School Employees' Ret. 2,543 -- -- $137 -- $55 2,734 Special Education -- $1,237 -- -- -- -- 1

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PBB_Board_Hearing_Jan_26_2022.pdf

3 Appropriations K-12 Special Education Post. and Higher Education Student Supp. Servs. Child Dev. and Early Learning Other Total Basic Education Funding $7,067 -- -- -- -- -- $7,067 School Employees' Ret. 2,543 -- -- $137 -- $55 2,734 Special Education -- $1,237 -- -- -- -- 1

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PBB_2023_DOR_REPORT.pdf

extended until December 31st. The January 15th date the following year measures how many can be reimbursed on a timely basis. Performance Measures for PTRR Efficiency Notes: Data are CY following the applicable claim year (i.e., 2020 rebates primarily distributed

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PBB_2020_DEP_Report.pdf

For many, that requirement implies that agencies merely compute and publish self-selected performance metrics on an annual basis. Those metrics may or may not be reviewed by policymakers. For Pennsylvania, the act requires the IFO to submit plans to the

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PBB-Overview-2019-01-22.pdf

costs to activities when possible.  Show all relevant funding sources per activity.  Five-year history on “actual spend” basis. Note: FY 2018-19 shows appropriated amounts.  Actuals not available. Different than historical years.  Budget year not included

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PBB-Board Hearing Jan 23 2020.pptx

received Economic effects ▪ Gross ROI: 32 cents per dollar | Net ROI: 27 cents per dollar ▪ 540 FTE on an annual basis | salaries range from $75k to $95k ▪ Analysis assumes a permanent gain of 500 jobs in targeted sectors ▪ However, long-term

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PACBI_Presentation_March_13_2023.pdf

Refundable CTC $ billions Executive Budget - Major Policy Initiatives March 13, 2023 11 Area or Policy Description (estimates from Executive Budget) Basic Education Increase $567m (+7.8%) Special Education Increase $104m (+8.4%) State Police Funding Phase-out Motor License Funds ($500m

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NGPR_2022_Q4.pdf

natural gas operators to compute statewide totals for production volume and well counts. These data are presented on a quarterly basis to show recent trends in natural gas activity in the Commonwealth. Production volume and well count data pertain only to

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NGPR_2022_Q3.pdf

natural gas operators to compute statewide totals for production volume and well counts. These data are presented on a quarterly basis to show recent trends in natural gas activity in the Commonwealth. Production volume and well count data pertain only to

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NGPR_2022_Q2.pdf

natural gas operators to compute statewide totals for production volume and well counts. These data are presented on a quarterly basis to show recent trends in natural gas activity in the Commonwealth. Production volume and well count data pertain only to

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NGPR_2021_Q4.pdf

natural gas operators to develop statewide tabulations of production volume and well counts. These data are presented on a quarterly basis to show recent trends in natural gas activity in the Commonwealth. Production and well count data pertain only to gas

Hits: 1

NGPR_2021_Q3.pdf

natural gas operators to develop statewide tabulations of production volume and well counts. These data are presented on a quarterly basis to show recent trends in natural gas activity in the Commonwealth. Production and well count data pertain only to gas

Hits: 1

NGPR_2021_Q2.pdf

natural gas operators to develop statewide tabulations of production volume and well counts. These data are presented on a quarterly basis to show recent trends in natural gas activity in the Commonwealth. Production and well count data pertain only to gas

Hits: 1

NGPR_2020_Q4.pdf

natural gas operators to develop statewide tabulations of production volume and well counts. These data are presented on a quarterly basis to show recent trends in natural gas activity in the Commonwealth. Production and well count data pertain only to gas

Hits: 1

NGPR_2020_Q3.pdf

natural gas operators to develop statewide tabulations of production volume and well counts. These data are presented on a quarterly basis to show recent trends in natural gas activity in the Commonwealth. Production and well count data pertain only to gas

Hits: 1

NGPR-2022-Q1.pdf

natural gas operators to develop statewide tabulations of production volume and well counts. These data are presented on a quarterly basis to show recent trends in natural gas activity in the Commonwealth. Production and well count data pertain only to gas

Hits: 1

NGPR-2021-Q1.pdf

natural gas operators to develop statewide tabulations of production volume and well counts. These data are presented on a quarterly basis to show recent trends in natural gas activity in the Commonwealth. Production and well count data pertain only to gas

Hits: 1

NGPR-2020-Q2.pdf

natural gas operators to develop statewide tabulations of production volume and well counts. These data are presented on a quarterly basis to show recent trends in natural gas activity in the Commonwealth. Production and well count data pertain only to gas

Hits: 1

NGPR-2020-Q1.pdf

natural gas operators to develop statewide tabulations of production volume and well counts. These data are presented on a quarterly basis to show recent trends in natural gas activity in the Commonwealth. Production and well count data pertain only to gas

Hits: 1

NGPR-2019Q4.pdf

methods usually include horizontal drilling into deep formations and fracturing with fluids. The IFO publishes this report on a quarterly basis each May, August, November and February for the preceding quarter using monthly production data submitted to DEP by natural gas

Hits: 1

NGPR-2019Q3.pdf

methods usually include horizontal drilling into deep formations and fracturing with fluids. The IFO publishes this report on a quarterly basis each May, August, November and February for the preceding quarter using monthly production data submitted to DEP by natural gas

Hits: 1

NGPR-2019Q2.pdf

methods usually include horizontal drilling into deep formations and fracturing with fluids. The IFO publishes this report on a quarterly basis each May, August, November and February for the preceding quarter using monthly production data submitted to DEP by natural gas

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NGPR-2019Q1.pdf

with fluids. Plugged Permanently sealed with cement or by some similar method. The IFO publishes this report on a quarterly basis each May, August, November and February for the preceding quarter using monthly production data submitted to DEP by natural gas

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NGPR-2018Q4.pdf

methods usually include horizontal drilling into deep formations and fracturing with fluids. The IFO publishes this report on a quarterly basis each May, August, November and February for the preceding quarter using monthly production data submitted to DEP by natural gas

Hits: 1

NGPR-2018Q3.pdf

methods usually include horizontal drilling into deep formations and fracturing with fluids. The IFO publishes this report on a quarterly basis each May, August, November and February for the preceding quarter using monthly production data submitted to DEP by natural gas

Hits: 1

NGPR-2018Q2.pdf

methods usually include horizontal drilling into deep formations and fracturing with fluids. The IFO publishes this report on a quarterly basis each May, August, November and February for the preceding quarter using monthly production data submitted to DEP by natural gas

Hits: 1

NGPR-2018Q1.pdf

methods usually include horizontal drilling into deep formations and fracturing with fluids. The IFO publishes this report on a quarterly basis each May, August, November and February for the preceding quarter using monthly production data submitted to DEP by natural gas

Hits: 1

NGPR-2017Q4.pdf

methods usually include horizontal drilling into deep formations and fracturing with fluids. The IFO publishes this report on a quarterly basis each May, August, November and February for the preceding quarter using monthly production data submitted to DEP by natural gas

Hits: 1

NGPR-2017Q3.pdf

usually include horizontal drill- ing into deep formations and fracturing with fluids. The IFO publishes this report on a quarterly basis each May, August, November and February for the preceding quarter using monthly production data submitted to DEP by natural gas

Hits: 1

NGPR-2017Q2.pdf

methods usually include horizontal drilling into deep formations and fracturing with fluids. The IFO publishes this report on a quarterly basis each May, August, November and February for the preceding quarter using monthly production data submitted to DEP by natural gas

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Newsstand_2019_March.pdf

PA-NJ- DE-MD statistical area, which includes Bucks, Chester, Delaware, Montgomery and Philadelphia counties. On a year-over-year basis, the CPI-U increased 1.5%, led by gains in medical care (3.9%) and home furnishings (4.5%). Regional

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NewsStand_2019_June.pdf

For Pennsylvania, the first quarter non-seasonally adjusted purchase-only index increased by 5.0% on a year-over- year basis. Nearly all states bordering Pennsylvania saw smaller increases in existing home prices: New York (4.7%), New Jersey (3.1%

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Newsstand_2018_April.pdf

and its potential impact on the economy and communities. The article notes that production from the Utica and Marcellus Shale basins will “provide a significant financial advantage” for the region compared to other high-gas producing regions such as the Gulf

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MTR-2019-06.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non -release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2019-05.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non -release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2019-04.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non -release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2019-03.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2019-02.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2019-01.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2018-12.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2018-11.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2018-10.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2018-1.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2018-09.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2018-08.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2018-07.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2018-06.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2018-05.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2018-04.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2018-03.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2018-02.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2017-12.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2017-11.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2017-10.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2017-09.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2017-08.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2017-07.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2017-06.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2017-04.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2017-03.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2017-02.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2017-01.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2016-12.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2016-11.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2016-10.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2016-08.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2016-06.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2016-05.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

Hits: 1

MTR-2016-03.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2016-01.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2015-10.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2015-09.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2015-08.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Bureau of Labor Statistics. 5. U.S.: Annual growth

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MTR-2015-07.pdf

for U.S. and PA-NJ-DE-MD. Data for PA-NJ-DE-MD only published on a bi-monthly basis. For non-release months, values are an interpolation. Source: U.S. Department of Labor, BLS. 5. U.S.: Annual growth

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Monthly_Economic_Update_September_2022.pdf

entered into recession. Labor market data are useful because they are leading economic indicators published on a regular and timely basis, with short real-time lags. The four labor market metrics that are tracked for this update are as follows: • Change

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Monthly_Economic_Update_September_2021.pdf

released rent estimates for August 2021 that show rents in Philadelphia increased 10.2% on a year-over-year (YOY) basis, while rents in Pittsburgh increased 7.5%. These rates easily surpass the average 2% to 3% per annum rent growth

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Monthly_Economic_Update_October_2022.pdf

entered into recession. Labor market data are informative because they are leading economic indicators published on a regular and timely basis, with short real-time lags. The four labor market metrics tracked for this update are as follows:  Change in

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Monthly_Economic_Update_October_2021.pdf

weighted average for studios to 4 bedroom apartments). Rents in Philadelphia increased 12.4% on a year-over-year (YOY) basis, while rents in Pittsburgh increased 9.5%. Due to a lag in data collection and different methodologies, this rental price

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Monthly_Economic_Update_November_2022.pdf

entered into recession. Labor market data are informative because they are leading economic indicators published on a regular and timely basis, with short real-time lags. The four labor market metrics tracked for this update are as follows: • Change in Payroll

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Monthly_Economic_Update_March_2023.pdf

entered into recession. Labor market data are informative because they are leading economic indicators published on a regular and timely basis, with short real-time lags. The five labor market metrics (seasonally adjusted except new UI claims) tracked for this update

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Monthly_Economic_Update_March_2021.pdf

On March 15, the U.S. Bureau of Labor Statistics released the January state employment report. On a seasonally adjusted basis, the largest job gains occurred in the education sector (excludes elementary and secondary school employment), which added 14,000 jobs

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Monthly_Economic_Update_June_2021.pdf

occurred for an entire year, it implies that average wages would expand by 8.0% on a year-over-year basis. While strong, this implied growth rate is more remarkable because many jobs gained in March and April were likely at

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Monthly_Economic_Update_July_2023.pdf

Philadelphia metro region to track recent inflation trends. The All Items Philadelphia CPI-U is published on a bi-monthly basis, but four larger components that comprise half of the total CPI-U are published monthly. The metrics tracked (and CPI-

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Monthly_Economic_Update_July_2022.pdf

heading towards recession. Labor market data are useful because they are leading economic indicators published on a regular and timely basis, with short real-time lags. The specific data that will be tracked and recent trends are as follows:  Change

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Monthly_Economic_Update_January_2023.pdf

entered into recession. Labor market data are informative because they are leading economic indicators published on a regular and timely basis, with short real-time lags. The five labor market metrics (seasonally adjusted except new UI claims) tracked for this update

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Monthly_Economic_Update_January_2022.pdf

due to the way data are collected and the fact that rental agreements are generally renewed only on an annual basis. This lag and the relative size of the Shelter component suggests that inflation will remain elevated in the near term

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Monthly_Economic_Update_December_2022.pdf

entered into recession. Labor market data are informative because they are leading economic indicators published on a regular and timely basis, with short real-time lags. The four labor market metrics tracked for this update are as follows: • Change in Payroll

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Monthly_Economic_Update_August_2023.pdf

Philadelphia metro region to track recent inflation trends. The All Items Philadelphia CPI-U is published on a bi-monthly basis, but four larger components that comprise half of the total CPI-U are published monthly. The metrics tracked (and CPI-

Hits: 1

Monthly_Economic_Update_August_2022.pdf

enter into recession. Labor market data are useful because they are leading economic indicators published on a regular and timely basis, with short real-time lags. The four labor market metrics that are tracked for this update are as follows: • Change

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Monthly_Economic_Update_August_2021.pdf

CPI-U) data for July. For All Items, the index rose by 5.4% on a year-over-year (YOY) basis. The All Items Less Shelter category, which excludes housing and more accurately reflects actual consumer purchases during the month, grew

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Monthly_Economic_Update_April_4_2023.pdf

entered into recession. Labor market data are informative because they are leading economic indicators published on a regular and timely basis, with short real-time lags. The five labor market metrics (seasonally adjusted except new UI claims) tracked for this update

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Mid_Year_FY16-17_Presentation.pdf

1% Low inflation crimps pricing power.  Last year Philly CPI-U > 2.0% was 2011.  Energy deflation. Now basics such as food and clothing.  Difficult for businesses to pass on costs. Hits profits. Weak profits impact business purchases

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MER-2015-06.pdf

MD) Year-over-year change in average price level. Includes outlays for energy. Data are published on a bi-monthly basis. 8 June 2015 Monthly Economic Report Independent Fiscal Office - Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross Domestic

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MER-2015-04.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 8 April 2015 Monthly Economic Report Independent Fiscal Of Ðice ‐ Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross

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MER-2015-03.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 8 March 2015 Monthly Economic Report Independent Fiscal Of Ðice ‐ Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross

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MER-2015-02.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 8 February 2015 Monthly Economic Report Independent Fiscal Of Ðice ‐ Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross

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MER-2015-01.pdf

MD) Year-over-year change in average price level. Includes outlays for energy. Data are published on a bi-monthly basis. 8 January 2015 Monthly Economic Report Independent Fiscal Office - Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross Domestic

Hits: 1

MER-2014-12.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 8 December 2014 Monthly Economic Report Independent Fiscal Of Ðice ‐ Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross

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MER-2014-11.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 8 November 2014 Monthly Economic Report Independent Fiscal Of Ðice ‐ Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross

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MER-2014-10.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 8 October 2014 Monthly Economic Report Independent Fiscal Of Ðice ‐ Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross

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MER-2014-09.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 8 September 2014 Monthly Economic Report Independent Fiscal Of Ðice ‐ Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross

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MER-2014-08.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 8 August 2014 Monthly Economic Report Independent Fiscal Of Ðice ‐ Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross

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MER-2014-07.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 8 July 2014 Monthly Economic Report Independent Fiscal Of Ðice ‐ Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross

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MER-2014-06.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 8 June 2014 Monthly Economic Report Independent Fiscal Of Ðice ‐ Commonwealth of Pennsylvania Quarterly United States Economic Indicators Real Gross

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MER-2014-03.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 6 Housing Starts (Building Permits) The growth rate of privately owned homes upon which construction was initiated during the latest

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MER-2014-02.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 6 Housing Starts (Building Permits) The growth rate of privately owned homes upon which construction was initiated during the latest

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MER-2014-01.pdf

MD) Year‐over‐year change in average price level. Includes outlays for energy. Data are published on a bi‐monthly basis. 6 Housing Starts (Building Permits) The growth rate of privately owned homes upon which construction was initiated during the latest

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MER-2013-12.pdf

MD) Year-over-year change in average price level. Includes outlays for energy. Data are published on a bi-monthly basis. 6 Housing Starts (Building Permits) The growth rate of privately owned homes upon which construction was initiated during the latest

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MER-2013-11.pdf

MD) Year-over-year change in average price level. Includes outlays for energy. Data are published on a bi-monthly basis. 6 Independent Fiscal Office Commonwealth of Pennsylvania www.ifo.state.pa.us Sources: 1/ U.S. Department of Labor - Survey

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Labor_Market_Update_October_2021.pdf

three years prior to COVID, roughly 60,000 net payroll jobs were added in September on a non-seasonally adjusted basis. For September 2021, the preliminary data show that 40,000 net jobs were added. That outcome was motivated by weaker-

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Labor_Market_Update_June_23_2021.pdf

in certain sectors such as construction and leisure-hospitality, so that minimal improvement is realized on a year -over-year basis. National data show job openings at an all-time high and quit rates at the highest level since 2000. Both

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Kling_Presentation.pdf

Sometimes the explanations are for a general audience. For instance, nearly all formal cost estimates include a section describing the basis of the estimate. Recent examples of other publications providing general information include the following:  A report on how CBO

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Initial_Estimate_May_2017_Press_Release.pdf

an increase of $632 million (2.0 percent) over FY 2016-17. The projection is made on a current law basis, and it does not include the impact of proposed changes to statute. “The Pennsylvania economy is expected to grow moderately

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IFO_Response_Letter_March_7_2022.pdf

1960 PN 2247 (raise the net operating loss (NOL) deduction threshold). You request that the estimates “be prepared on the basis of assumptions that consider the probable behavioral responses of taxpayers, businesses and other persons and any potential dynamic or macroeconomic

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IFO_Job_Opportunity_Fiscal_Analyst.pdf

the statute that created the office, all staff “shall be appointed without regard to political affiliation and solely on the basis of their fitness to perform their duties.” Position Summary A Fiscal Analyst I is responsible for the analysis, monitoring and

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IFO_Hearing_Packet_Feb2019.pdf

n.a. 7.25 18,450 2,862** n.a. 7.25 44,273 1 SERS reported on calendar year basis unless noted otherwise. Includes all funds. SERS 1 PSERS Note: Millions of dollars. Data sourced from various system releases and

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IFO_Hearing_Materials_March_2023.pdf

noted in system ACFR. Unfunded Liability is final year UAL. Calculations by the IFO. 1 SERS reported on calendar year basis except for Employer Contribution Rate. Includes all funds. 2 Includes $1.1 billion prepayment in unfunded liability from The Pennsylvania

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IFO_Hearing_Materials_Feb_22_2022.pdf

noted in system CAFR. Unfunded Liability is final year UAL. Calculations by the IFO. 1 SERS reported on calendar year basis except for Employer Contribution Rate. Includes all funds. 2 Includes $1.1 billion prepayment in unfunded liability from The Pennsylvania

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IFO_Hearing_8-30-2017.pdf

the fee and their vintage. • Quarterly Natural Gas Production Report. Provides unconventional production volumes and well counts on a quarterly basis. Top producing counties also listed. • Quarterly Revenue Review. Published after each quarter to compare the IFO’s revenue estimates to

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IFO-Press-Release-11-14-2019.pdf

window. The imbalance is described as “potential” because policymakers have various tools to control expenditures on a temporary or permanent basis. Various factors affect projections of the Commonwealth’s fiscal condition in the forecast period:  The projections include mandatory (also

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IFO Five-Year Outlook.pdf

0.4% 0.5% 0.5% PSERS/SERS 601 858 1,222 1,605 1,999 2,130 2,256 Basic Education Subsidy 7,082 7,137 7,200 7,296 7,398 7,519 7,633 Higher Education 1,150

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House_State_Gov_Comm_Presentation_August_2021.pdf

noted in system CAFR. Unfunded Liability is final year UAL. Calculations by the IFO. 1 SERS reported on calendar year basis except for Employer Contribution Rate. Includes all funds. 2 SERS 2020 employer contributions include $1.1 billion prepayment in unfunded

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Five_Year_Outlook_Presentation_2023_final.pdf

23-24 HB 612 (+7.6% growth) -$45 Higher Education flatlined all future years grow by inflation (+2.4%) -$47 Basic and Special Education grow with inflation +1.0% growth per annum -$94 State Police MLF funding remains at $375 million

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Five_Year_Outlook_Presentation_2022.pdf

24 to FY 27-28. Forecast assumes new spending in 22-23 base year is permanent New level-up supplement, basic ed subsidy increases Wage growth reflects PSP shift from MLF DHS programs affected by expiration of enhanced FMAP Expenditures: Short-

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Five_Year_Outlook_2020_Presentation_Final.pdf

Welfare 146 56 44 44 44 Mental Health 55 28 26 26 28 PSERS Contribution 114 164 150 143 169 Basic and Special Education 146 174 174 168 165 PlanCon 0 0 192 0 22 State Correctional Institutions 962 69 43

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Five_Year_Outlook_2017_Presentation.pdf

Fund Balance Sheet Cost-to-Carry Reconciliation Fiscal Year 2018-19 Ending Balance -$988 Adjust for non-mandatory spending increases Basic education funding 163 Special education funding 31 Post-secondary education 27 Other education 43 Certain DHS and State Police expenditures

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Five_Year_Outlook_2016_IFO_PPT.pdf

debt service, statutory funding shifts, pensions and employee compensation. Remaining expenditures classified as discretionary.  Includes agency operations and the basic and special education subsidies. 11/15/2016 26 Discretionary vs. Non-Discretionary 11/15/2016 27 1,631 1,294

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Five-Year-Outlook-Nov-2013-Press-Release.pdf

the Commonwealth’s fiscal position over the next five years. Projections are made on a current-law and current-services basis. Major findings include:  Recent budgets have been balanced by surplus funds carried over from FY 2010-11. Current- year

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EPLC Feb 2020 FINAL.pdf

4.5 ppts  Tax groceries: ~+$1.8 billion (excludes WIC-SNAP purchases)  Tax clothing: ~+920 million  Other: basic cable services, non-prescription drugs, amusements February 28, 2020 19 Revenue Growth and Volatility Comparison February 28, 2020 20 -8

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Economic_and_Revenue_Update_2020.pdf

and financial reports, unless noted otherwise. *IFO 2019 Five Year Economic and Budget Outlook. 1 SERS reported on calendar year basis unless noted otherwise. Includes all funds. SERS 1 PSERS 25 Minimum Wage Rates by State 2020 Rank 2020 2021 2022

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DOC_Performance_Measures_Final.pdf

office described the systems and processes that certain states use to implement performance-based budgeting. The report also included a basic “prototype report” that compiled data from the Pennsylvania Department of Corrections (DOC) and other states for the purpose of soliciting

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Demographics_Outlook_2024.pdf

distribution from age 85 to 100+. 2 Throughout this report, births, deaths and migration are projected on a fiscal year basis to match the U.S. Census Bureau’s convention of releasing population estimates as of July 1st each year. For

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Demographics_Outlook_2023.pdf

distribution from age 85 to 100+. 2 Throughout this report, births, deaths and migration are projected on a fiscal year basis to match the U.S. Census Bureau’s convention of releasing population estimates as of July 1st each year. For

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Congressional_Budget_Office_Nov_15_2022.pdf

5 For additional information, see www.cbo.gov/about/processes. CBO makes no policy recommendations. It hires people on the basis of their expertise without regard to political affiliation. The agency carefully considers whether potential analysts can perform objective analysis, regardless

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Budget_Hearing_Background_Feb2016.pdf

fee and their vintage.  Quarterly Natural Gas Production Report. Provides unconventional production volumes and well counts on a quarterly basis. Top producing counties also listed.  Quarterly Revenue Review. Published after each quarter to compare the IFO’s revenue estimates

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Budget_Hearing_Background-Feb2014.pdf

9 percent in 2013:3), consumers are paying down or taking on less “all other debt” on a per capita basis (-4.5 percent). • Since the recession, consumer debt levels have been shrinking. In the third quarter of 2013, total per

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Budget Hearings Packet.pdf

the fee and their vintage. • Quarterly Natural Gas Production Report. Provides unconventional production volumes and well counts on a quarterly basis. Top producing counties also listed. • Quarterly Revenue Review. Published after each quarter to compare the IFO’s revenue estimates to

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Budget Hearings Packet- Web Version.pdf

the fee and their vintage. • Quarterly Natural Gas Production Report. Provides unconventional production volumes and well counts on a quarterly basis. Top producing counties also listed. • Quarterly Revenue Review. Published after each quarter to compare the IFO’s revenue estimates to

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2024_Initial_Revenue_Estimate_Presentation_Final.pdf

same as FY 18-19, but home values ~47% higher FY 24-25 falls to $600 million Assumes two 25 basis pt rate cuts next fiscal year Telecom and Electric both strong Forecast assumes this is mainly due to reversion to

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2021-SD-Property-Tax-Forecast.pdf

Public School Code of 1949. It is used in the calculation of various state subsidies for school districts, including the basic education subsidy. The minimum MV/PI AR is 0.1500. For FY 2020-21, 413 districts had an MV/PI

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2013-10 Monthly Economic Summary.pdf

MD) Year-over-year change in average price level. Includes outlays for energy. Data are published on a bi-monthly basis. 6 Independent Fiscal Office Commonwealth of Pennsylvania www.ifo.state.pa.us Sources: 1/ U.S. Department of Labor - Survey

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2013-09 Monthly Economic Summary-FINAL.pdf

MD) Year-over-year change in average price level. Includes outlays for energy. Data are published on a bi-monthly basis. 6 Independent Fiscal Office Commonwealth of Pennsylvania www.ifo.state.pa.us Sources: 1/ U.S. Department of Labor - Survey

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2013-08 Monthly Economic Summary.pdf

MD) Year-over-year change in average price level. Includes outlays for energy. Data are published on a bi-monthly basis. 6 Independent Fiscal Office Commonwealth of Pennsylvania www.ifo.state.pa.us Sources: 1/ U.S. Department of Labor - Survey

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2013-07 Monthly Economic Summary.pdf

average change in prices over the past year. Includes outlays for energy. Data are pub- lished on a bi-monthly basis. 6 Independent Fiscal Office Commonwealth of Pennsylvania www.ifo.state.pa.us Sources: 1/ U.S. Department of Labor - Survey

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2013-06 Monthly Economic Summary - FINAL.pdf

average change in prices over the past year. Includes outlays for energy. Data are pub- lished on a bi-monthly basis. 6 Independent Fiscal Office Commonwealth of Pennsylvania www.ifo.state.pa.us Sources: 1/ U.S. Department of Labor - Survey

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2013-05_Monthly_Economic_Summary.pdf

average change in prices over the past year. Includes outlays for energy. Data are pub- lished on a bi-monthly basis. 6 Independent Fiscal Office Commonwealth of Pennsylvania www.ifo.state.pa.us Sources: 1/ U.S. Department of Labor - Survey

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2013-04 Monthly Economic Report.pdf

average change in prices over the past year. Includes outlays for energy. Data are pub- lished on a bi-monthly basis. 6 Independent Fiscal Office Commonwealth of Pennsylvania www.ifo.state.pa.us Sources: 1/ U.S. Department of Labor - Survey

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2013-03b Monthly Economic Summary.pdf

average change in prices over the past year. Includes outlays for energy. Data are pub- lished on a bi-monthly basis. 6 Mar-13 n.a. n.a. 0.1% -3.8% 14.6% 2.0 3.73 1.8% Feb

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2013-02 Monthly Economic Report.pdf

average change in prices over the past year. Includes outlays for energy. Data are pub- lished on a bi-monthly basis. 6 Feb-13 n.a. n.a. 1.6% -4.1% 13.9% -12.5 3.74 n.a. Jan

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2013-01 Monthly Economic Report.pdf

average change in prices over the past year. Includes outlays for energy. Data are pub- lished on a bi-monthly basis. 6 Jan-13 n.a. n.a. 0.3% -1.8% 24.6% -5.8 3.51 1.8% Dec

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2012-12 Monthly Economic Summary FINAL.pdf

average change in prices over the past year. Includes outlays for energy. Data are pub- lished on a bi-monthly basis. 8 Sep 8.2% 10.8 1.4% 5.8% 7.8% -1.9 3.89 1.4% Oct 8

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2012-11 Monthly Economic Summary- DRAFT 6.pdf

average change in prices over the past year. Includes outlays for energy. Data are pub- lished on a bi-monthly basis. 8 Aug 8.1% 0.3 1.2% 3.3% 10.2% -7.1 3.63 1.4% Sep 8

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2012-09 Monthly Economic Summary 7.pdf

the average change in prices over the past year. Includes outlays for energy. Data are published on a bi- monthly basis. 8 Jul 7.9% -4.4 2.0% 9.3% 11.6% -12.9 3.49 1.3% Aug-12

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2012-08 Monthly Economic Summary_Final.pdf

the average change in prices over the past year. Includes outlays for energy. Data are published on a bi- monthly basis. 8 Jun 7.6% -5.3 2.3% 3.9% 12.9% -16.6 3.51 1.3% Jul-12

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2012-07 Monthly Economic Summary10.pdf

year. Includes outlays for energy. Data are from the US Department of Labor and pub- lished on a bi-monthly basis. May 7.4% -1.8 3.3% 4.1% 17.5% -5.8 3.74 n.a. June 7.5%

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2001_hr266.pdf

full-time and part-time public school and 4 State employees have the option to participate on a voluntary 5 basis in either an IRS 457 or 403(b) defined contribution plan; 6 and 7 WHEREAS, Defined benefit (DB) plans have

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Pensions

the Public School Employees' Retirement System (PSERS) to appear in front the House and Senate Appropriations Committees on an annual basis. ... read more SB 58 Summary • Survivor Benefits 0054 Hughes Amending Titles 24 (Education) and 71 (State Government) of the Pennsylvania

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About IFO

the statute that created the office, all staff "shall be appointed without regard to political affiliation and solely on the basis of their fitness to perform their duties". To submit a Right-to-Know request, please visit our RTK page . Staff

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