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Pennsylvania Economic Development Incentives

This research brief presents data on Pennsylvania economic development incentives for fiscal years (FY) 2015-16 through FY 2020-21. The tables provide annual detail on tax credit utilization or awards, state spending or grants, job training programs and state loan programs. The brief also highlights recent changes to incentive programs spending or utilization.

Tags: brief, credits, development, economic, incentives, research, tax

Pennsylvania Economic Development Incentives

This research brief presents data on Pennsylvania economic development incentives for fiscal years (FY) 2014-15 through FY 2019-20. The tables provide annual detail on tax credit utilization or awards, state spending or grants, job training programs and state loan programs. The brief also highlights recent changes to incentive programs spending or utilization.

Tags: brief, credits, development, economic, incentives, research, tax

Tax Credit Reviews

IFO presentation of the Mixed-Use development, Brewers’, Coal Refuse Energy and Reclamation and Educational Tax Credit Reviews.

01/24/2022

Mixed-Use development Tax Credit

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the fourth year, the IFO reviewed the Brewers', Coal Refuse Energy and Reclamation, Educational and Mixed-Use development Tax Credits. Click on the link to access the Mixed-Use development Tax Credit Report.

01/20/2022

Brewers' Tax Credit

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the fourth year, the IFO reviewed the Brewers', Coal Refuse Energy and Reclamation, Educational and Mixed-Use development Tax Credits. Click on the link to access the Brewers’ Tax Credit Report.

01/20/2022

Educational Tax Credits

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the fourth year, the IFO reviewed the Brewers', Coal Refuse Energy and Reclamation, Educational and Mixed-Use development Tax Credits. Click on the link to access the Educational Tax Credits Report.

01/20/2022

Coal Refuse Energy and Reclamation Tax Credit

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the fourth year, the IFO reviewed the Brewers', Coal Refuse Energy and Reclamation, Educational and Mixed-Use development Tax Credits. Click on the link to access the Coal Refuse Energy and Reclamation Tax Credit Report.

01/20/2022

Pennsylvania Economic development Incentives

This research brief presents data on Pennsylvania economic development incentives for fiscal years (FY) 2015-16 through FY 2020-21. The tables provide annual detail on tax credit utilization or awards, state spending or grants, job training programs and state loan programs. The brief also highlights recent changes to incentive programs spending or utilization.

11/29/2021

Keystone Special development Zone Tax Credit

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the third year, the IFO reviewed the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production and Keystone Special development Zone Tax Credits. Click on the link to access the Keystone Special development Zone Tax Credit Report.

09/24/2021

Property Tax Burden by County

This research brief uses (1) income data from the Bureau of Economic Analysis and the Internal Revenue Service and (2) property tax data from the Pennsylvania Department of Education and Department of Community and Economic development to estimate and rank county-level property tax burdens across the state for 2019. Note: This research brief was originally posted on 8/17/2021. It has been updated to include a map that displays school district property tax burdens by county. 

08/25/2021

NAP, REAP, EEEP, VGP and KSDZ Tax Credit Reviews

IFO presentation of the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production and Keystone Special development Zone Tax Credit Reviews.

04/26/2021

Resource Enhancement and Protection Program Tax Credit

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the third year, the IFO reviewed the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production and Keystone Special development Zone Tax Credits. Click on the link to access the Resource Enhancement and Protection Program Tax Credit Report. IFO Letter to the SCC

04/23/2021

Entertainment Economic Enhancement Program Tax Credit

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the third year, the IFO reviewed the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production and Keystone Special development Zone Tax Credits. Click on the link to access the Entertainment Economic Enhancement Program Tax Credit Report.

04/23/2021

Neighborhood Assistance Program Tax Credit

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the third year, the IFO reviewed the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production and Keystone Special development Zone Tax Credits. Click on the link to access the Neighborhood Assistance Program Tax Credit Report.

04/23/2021

Video Game Production Tax Credit

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the third year, the IFO reviewed the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production and Keystone Special development Zone Tax Credits. Click on the link to access the Video Game Production Tax Credit Report.

04/23/2021

Pennsylvania Economic development Incentives

This research brief presents data on Pennsylvania economic development incentives for fiscal years (FY) 2014-15 through FY 2019-20. The tables provide annual detail on tax credit utilization or awards, state spending or grants, job training programs and state loan programs. The brief also highlights recent changes to incentive programs spending or utilization.

10/15/2020

OBMD, MTBI, R&D, and KIZ Tax Credit Reviews and PBB Overview for DCED, DOH and DHS

IFO presentation of Organ and Bone Marrow Donation, Mobile Telecommunications Broadband Investment, Research and development and Keystone Innovation Zone Tax Credit Reviews and Performance-Based Budget highlights for the Department of Community and Economic development, Department of Health and Department of Human Services.  

01/22/2020

Department of Human Services - Part 1

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to develop performance-based budget plans for all agencies under the Governor’s jurisdiction once every five years. For the second year, the IFO reviewed the Department of Community and Economic development, Department of Human Services (Part 1), Department of Health, Department of Environmental Protection, Department of State and Pennsylvania Emergency Management Agency. Click on the link to access the performance-based budget review for the Department of Human Services. The report has been reposted with modifications adopted by vote of the Performance-Based Budget Board.

01/21/2020

Department of Community and Economic development

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to develop performance-based budget plans for all agencies under the Governor’s jurisdiction once every five years. For the second year, the IFO reviewed the Department of Community and Economic development, Department of Human Services (Part 1), Department of Health, Department of Environmental Protection, Department of State and Pennsylvania Emergency Management Agency. Click on the link to access the performance-based budget review for the Department of Community and Economic development.

01/21/2020

Research and development Tax Credit

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the second year, the IFO reviewed the Research and development, Keystone Innovation Zone, Mobile Telecommunications Broadband Investment and Organ and Bone Marrow Donation Tax Credits. Click on the link to access the Research and development Tax Credit Report.

01/21/2020

Keystone Innovation Zone Tax Credit

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the second year, the IFO reviewed the Research and development, Keystone Innovation Zone, Mobile Telecommunications Broadband Investment and Organ and Bone Marrow Donation Tax Credits. Click on the link to access the Keystone Innovation Zone Tax Credit Report.

01/21/2020

Department of Health

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to develop performance-based budget plans for all agencies under the Governor’s jurisdiction once every five years. For the second year, the IFO reviewed the Department of Community and Economic development, Department of Human Services (Part 1), Department of Health, Department of Environmental Protection, Department of State and Pennsylvania Emergency Management Agency. Click on the link to access the performance-based budget review for the Department of Health.

01/20/2020

Mobile Telecommunications Broadband Investment Tax Credit

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the second year, the IFO reviewed the Research and development, Keystone Innovation Zone, Mobile Telecommunications Broadband Investment and Organ and Bone Marrow Donation Tax Credits. Click on the link to access the Mobile Telecommunications Broadband Investment Tax Credit Report.

01/16/2020

Organ and Bone Marrow Donation Tax Credit

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review all state tax credits over a five-year period. For the second year, the IFO reviewed the Research and development, Keystone Innovation Zone, Mobile Telecommunications Broadband Investment and Organ and Bone Marrow Donation Tax Credits. Click on the link to access the Organ and Bone Marrow Donation Tax Credit Report.

01/16/2020

Pennsylvania Emergency Management Agency

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to develop performance-based budget plans for all agencies under the Governor’s jurisdiction once every five years. For the second year, the IFO reviewed the Department of Community and Economic development, Department of Human Services (Part 1), Department of Health, Department of Environmental Protection, Department of State and Pennsylvania Emergency Management Agency. Click on the link to access the performance-based budget review for the Pennsylvania Emergency Management Agency.

01/16/2020

Department of State

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to develop performance-based budget plans for all agencies under the Governor’s jurisdiction once every five years. For the second year, the IFO reviewed the Department of Community and Economic development, Department of Human Services (Part 1), Department of Health, Department of Environmental Protection, Department of State and Pennsylvania Emergency Management Agency. This report was updated to reflect the Performance-Based Budget Board vote to amend the report on January 22, 2020. Click on the link to access the performance-based budget review for the Department of State.

01/16/2020

Department of Environmental Protection

Act 48 of 2017 requires the Independent Fiscal Office (IFO) to develop performance-based budget plans for all agencies under the Governor’s jurisdiction once every five years. For the second year, the IFO reviewed the Department of Community and Economic development, Department of Human Services (Part 1), Department of Health, Department of Environmental Protection, Department of State and Pennsylvania Emergency Management Agency. Click on the link to access the performance-based budget review for the Department of Environmental Protection.

01/16/2020

Redevelopment Assistance Capital Program

In response to a legislative request, the Independent Fiscal Office published a research brief related to the Redevelopment Assistance Capital Program. The brief provides historical data of the program and examines the potential impact of proposed legislation. This research brief was updated November 12, 2019 to take Act 43 of 2019 into consideration.

10/31/2019

Budget and Economic Update

Director Matthew Knittel gave a presentation to the Allegheny Conference on Community development and the Chamber of Commerce for Greater Philadelphia. 

06/04/2018

Economic development Incentives

This research brief compiles data on economic development incentives into a single document to facilitate a tabulation of Commonwealth spending on these incentives. The report displays this information for the two most recently completed fiscal years (FY): 2013-14 and 2014-15.  

03/25/2016

RB-2016-02.pdf

Independent Fiscal Of Ðice March 2016 1 Research Brief 2016‐2 March 2016 Economic Development Incentives Economic development incentives attempt to stimulate economic growth through various direct (e.g., expenditures) and indirect (e.g., tax credits) spending mechanisms

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PBB_2020_DCED_REPORT.pdf

IFO to the board for review.” This report contains the review for the Department of Community and Economic Development. All perfor- mance-based budget (PBB) reviews submitted to the Board contain the following content for each activity or service provided by 3 Activity 1: Business Attraction and Financing ........................................................................ 9 Activity 2: Business and Workforce Assistance .....................................................................15 Activity 3: Site Development ..............................................................................................19 Activity 4: Local Infrastructure ...........................................................................................21 Activity 5: Innovation Economy and Investments .................................................................25 Activity 6: Tourism Attraction and Development ...................................................................29 Activity 7

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TC_2022_Mixed_Use_Development.pdf

the fourth year, the IFO reviewed four tax credits: the Educational, Coal Refuse Energy and Reclamation, Brewers’ and Mixed-Use Development Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and the reports available to the public on the IFO website. This report contains the tax credit review for the Mixed-Use Development Tax Credit. The IFO identified similar programs in other states, reviewed the limited research available and met with agency staff

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TC_2020_Research and Development Tax Credit.pdf

over a five- year period. For the second year, the IFO reviewed four tax credits: the Research and Development, Key- stone Innovation Zone, Mobile Telecommunications Broadband Investment and Organ and Bone Marrow Donation Tax Credits. The act requires the IFO to to the public on the IFO website. This report contains the tax credit review for the Research and Development Tax Credit (RDTC). The IFO reviewed numerous studies on state research and development incentives, held discussions with various stakeholders and met with

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PBB_2022_PDE_REPORT_Amended.pdf

17105 717-230-8293 | contact@ifo.state.pa.us | www.ifo.state.pa.us Staff Acknowledgements Kathleen Hall, Modeling and Development Analyst II Karen Maynard, Budget Analyst III Robyn Toth, Revenue Analyst I Joseph Shockey, Revenue Analyst II Staff Contact: rtoth 1 Department of Education Overview ...................................................................................................... 3 Activity 1: K-12 Education ................................................................................................................... 9 Activity 2: Special Education .............................................................................................................. 29 Activity 3: Child Development and Early Learning ................................................................................ 35 Activity 4: Postsecondary and Higher Education .................................................................................. 39 Activity 5: Career and Technical Education ......................................................................................... 45 Activity 6

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TC_2019_New_Jobs_Tax_Credit_Report.pdf

awarded for a period of one to three years upon approval by the Department of Community and Economic Development (DCED). The tax credit seeks to promote economic development by attracting and retaining jobs to the state. The annual cap on tax credits is currently $10.1 million, but DCED may

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2007_divestment_complete_report.pdf

Plan Trustees . . . . . . . . . . . . . . . . 24 – Investment Authority of the Retirement Boards . . . . . . . . . . . . 24 – Absence of Authoritative Guidance . . . . . . . . . . . . . . . . . . . . . 25 – Sanctioned Companies and Pennsylvania Economic Development . . . . . . . . . . . . . . . . . 27 -iv- Table of Contents (Cont’d) Part IV. Policy Considerations (Cont’d) – Effectiveness of Ad Hoc Divestment Initiatives . . . . . . . . . . . . . 28 S. government affirmatively declares to be excluded from any current or future federal sanctions regime pertaining to Sudan. A “social development company” that provides humanitarian goods or services to the people of Sudan and is not complicit in the Darfur genocide

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TC_2020_Keystone_Innovation_Zone_Tax_Credit.pdf

over a five- year period. For the second year, the IFO reviewed four tax credits: the Research and Development, Key- stone Innovation Zone, Mobile Telecommunications Broadband Investment and Organ and Bone Marrow Donation Tax Credits. The act requires the IFO to KIZ Tax Credit is unique to Pennsylvania, and only Maryland’s RISE program, which promotes economic and community development around qualified institutions, is somewhat comparable. Other states offer programs with similar goals and objectives, but requirements are generally unique to each

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RB_2021_11_Economic_Development_Incentives.pdf

This research brief presents Pennsylvania economic development incentives for fiscal years (FY) 2015-16 through FY 2020-21. The brief divides economic development incentives into four categories: tax credits, state spending or grants, job training programs and state loan programs. The dollar amounts

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RB-10-2020-Economic_Development_Incentives.pdf

This research brief presents Pennsylvania economic development incentives for fiscal years (FY) 2014-15 through FY 2019-20. The brief divides economic development into four categories: tax credits, state spending or grants, job training programs and state loan programs. The dollar amounts reported

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2013_special_report_funding_and_reforming_public_employee_retirement_systems.pdf

any constitutional mandate regarding the type of pension to be provided, if any. This is the first consideration in the development of any pension policy: should we have one? Statutory amendment would be sufficient to close existing defined benefit plans, and length of service. Pennsylvania needs to act to correct its mounting local government pension problems. The Allegheny Conference on Community Development and the Pennsylvania Economy League are proud to be members of the Coalition for Sustainable Communities, a large and growing

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TC_2019_Historic_Preservation_Tax_Credit_Report.pdf

fulfill the requirements contained in Act 48. The HPTC differs from other tax credits because short-term economic development is not a primary goal. Rather, the credit seeks to revitalize distressed communities, preserve state and local heritage and facilitate longer-term economic development. The tax credit can yield benefits over very long time horizons, so policymakers should also judge its effectiveness using the same time

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PBB_2022_DLI_REPORT.pdf

Unemployment Compensation Benefits ................................................................................. 9 Activity 2: Unemployment Compensation Tax Services ........................................................................ 17 Activity 3: Unemployment Compensation Appeals ............................................................................... 21 Activity 4: Workforce Development .................................................................................................... 23 Activity 5: Apprenticeship and Training Office ..................................................................................... 27 Activity 6: Vocational Rehabilitation .................................................................................................... 31 Activity 7: Disability Determination ..................................................................................................... 35 Activity 8 20 Actual 20-21 Actual 21-22 Budget Unemployment Comp. Benefits 812 734 768 842 1,033 1,030 Workforce Development 409 386 364 414 430 509 Vocational Rehabilitation 989 965 946 905 870 1,032 Disability Determination 622 592 573

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Independent Fiscal Office

on the website. ... (Full Report) Tax Credit Reviews Tax Credit Review January 24, 2022 IFO presentation of the Mixed-Use Development, Brewers’, Coal Refuse Energy and Reclamation and Educational Tax Credit Reviews. ... (Full Report) Mixed-Use Development Tax Credit Tax Credit Review January 20, 2022 Act 48 of 2017 requires the Independent Fiscal Office (IFO) to review

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PBB_2022_DHS_REPORT_ADDENDUM.pdf

Part 3 of the DHS report, activities related to the Office of Long-Term Living (OLTL), the Office of Child Development and Early Learning (OCDEL), the Children’s Health Insurance Program (CHIP), select human services grant programs, Bureau of Program Integrity ID/autism, child welfare and youth services and state-funded mental health services. Part 3 includes long-term living, child development and early learning and other grant and administrative programs. Part 1 Jan. 2020 $24,194; 50% Part 2 Jan. 2021

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PBB_2022_AGRICULTURE_REPORT.pdf

19 Activity 4: Horse Racing Promotion and Regulation ............................................................................. 25 Activity 5: Other Regulatory Services .................................................................................................. 29 Activity 6: Agricultural Marketing and Development ............................................................................. 33 Activity 7: Plant Industry and Health .................................................................................................. 37 Activity 8: Administration ................................................................................................................... 39 Appendix .......................................................................................................................................... 43 Performance-Based Budgeting and Tax Credit regulates horse racing in Pennsylvania 5 Other Regulatory Services............................ Enforces dog laws and regulates measurement devices 6 Agriculture Marketing and Development....... Markets and promotes Pennsylvania agricultural products 7 Plant Industry and Health.............................. Regulates plant businesses and protects plant health 8 Administration

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TC_2021_Neighborhood_Assistance_Program.pdf

credits: the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production and Keystone Special Development Zone Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and eligible projects that improve distressed areas and support low-income populations in Pennsylvania. Eligible projects include: affordable housing, community economic development, commu- nity services, education, neighborhood assistance, neighborhood conservation, crime prevention, job train- ing or charitable food assistance. The annual program

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TC_2022_Educational_Tax_Credits.pdf

the fourth year, the IFO reviewed four tax credits: the Educational, Coal Refuse Energy and Reclamation, Brewers’ and Mixed-Use Development Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and the note that although the IFO requested five years of ETC data, in some cases the Department of Community and Economic Development was only able to supply two years. Currently, 19 states provide some form of tax credit to offset contributions to

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IFO_Hearing_Materials_Feb_22_2022.pdf

Trends ......................................................................... 12 State and Local Tax Burden ..................................................................................... 13 Corporate Net Income Tax State Comparison ........................................................... 14 State Pension Outlook ............................................................................................. 15 Economic Development Incentives ........................................................................... 16 Minimum Wage by State ......................................................................................... 18 PBB – Agency Reviews ............................................................................................ 19 PBB - Tax Credit Evaluations .................................................................................... 20 PBB – Five-Year Schedule Includes $1.1 billion prepayment in unfunded liability from The Pennsylvania State University. Independent Fiscal Office 16 February 2022 Economic Development Incentives Economic Development Incentives Economic Development Incentives Est. 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22

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PBB_2021_PSP_REPORT_ADDENDUM.pdf

17105 717-230-8293 | contact@ifo.state.pa.us | www.ifo.state.pa.us Staff Acknowledgements Kathleen Hall, Modeling and Development Analyst II Jesse Bushman, Revenue Analyst II Staff Contact: khall@ifo.state.pa.us - This page intentionally left blank. - Rachel Records and Information Management (Addendum) ................................ 34 Activity 7: Statewide Communications and Radio Network Administration .................. 35 Activity 8: Officer Recruitment and Development ..................................................... 39 Activity 9: Community Partnerships and Engagement ............................................... 43 Activity 10: Administration and Support .................................................................. 45 Activity 10: Administration and Support (Addendum

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PBB_2021_DHS_REPORT_ADDENDUM.pdf

3: Statewide Adoption and Permanency Network .................................................................... 23 Activity 4: ChildLine .......................................................................................................................... 27 Activity 5: Child Abuse Clearances ...................................................................................................... 31 Activity 6: Youth Development Centers and Forestry Camps ................................................................ 33 Activity 7: Community ID/Autism Waivers ........................................................................................... 37 Activity 7: Community ID/Autism Waivers (Addendum) ....................................................................... 41 and youth services, state-funded mental health services and an update for MA-Physical Health Services. Part 3 includes child development and early learning, long-term living and other grant programs. Part 1 Jan. 2020 $23,850; 53% Part 2 Jan

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TC_2021_Video_Game_Production.pdf

credits: the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production and Keystone Special Development Zone Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and credits: the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production, and Keystone Special Development Zone Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and

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TC_2021_Keystone_Special_Development_Zones_Update.pdf

credits: the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production and Keystone Special Development Zones Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and reports available to the public on the IFO website. This report contains the tax credit review for the Keystone Special Development Zone (KSDZ) Tax Credit. The IFO reviewed relevant research related to economic incentives for brownfield remediation and rede- velopment, held

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TC_2019_Film_Production_Tax_Credit_Report.pdf

be awarded for any fiscal year is $65 million. The tax credit seeks to promote the growth and development of the Pennsylvania film and television production industry. The general findings of this report are as follows:  Three states dominate film 2007 authorized the Film Production Tax Credit (FPTC) that is administered by the Department of Community and Economic Development (DCED). 3 Productions that are eligible for the tax credit include feature films, television films, talk or game show series, pilots or

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Economic_and_Revenue_Update_2020.pdf

28 PBB and Tax Credit Review Schedule .................................................................................................. 29 PBB Year 2 Agency Funding by Activity .............................................................................................. 30 Tax Credits and Economic Development Incentives ...................................................................... 31 1 Independent Fiscal Office Overview The office was created by Act 120 of 2010 and enters its ninth 776 Women, Infants and Children (WIC) 321 HIV Surveillance, Prevention & Trtmnt. 164 DCED Ensure Access to Care 127 Community & Citizen Development 331 Disease Prevention and Outreach 114 Local Infrastructure 89 Public Health & Emerg. Medical Serv. 72 Business Attraction & Financing 64 Health

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TC_2020_Mobile Telecommunications Broadband Investment Tax Credit.pdf

over a five- year period. For the second year, the IFO reviewed four tax credits: the Research and Development, Key- stone Innovation Zone, Mobile Telecommunications Broadband Investment and Organ and Bone Marrow Donation Tax Credits. The act requires the IFO to infrastructure is a common state public policy initiative, as access to high- speed broadband internet service promotes economic development and connects communities to additional services, resources and information. The provision of high-speed internet service to remote or rural loca- tions

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Economic_and_Revenue_Update_2021.pdf

and Local Tax Burden: Average Tax Rate and Rank ........................................ 17 SERS and PSERS Financial Data ............................................................................. 18 Tax Credit and Economic Development Incentives ................................................... 19 Minimum Wage Rates by State .............................................................................. 21 PA Worker Distribution by Hourly Wage Rates ......................................................... 22 PIT Revenue Proposal: Impact 1 billion prepayment in unfunded liability from Penn State University. Independent Fiscal Office 19 March 2021 Tax Credit and Economic Development Incentives Est. 15-16 16-17 17-18 18-19 19-20 20-21 Tax Credit or Refund Educational Improvement

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PBB_2021_PennDOT_REPORT_ADDENDUM.pdf

in compliance with all state and federal environmental regulations. ▪ Construct and reconstruct highways and bridges to facilitate commerce and promote development. ▪ Enhance system capacity to reduce congestion and increase safety. 15-16 Actual 16-17 Actual 17-18 Actual 18-19 other jurisdictions. Participating jurisdictions do the same for Pennsylvania. 2 FY 2020-21 includes $49.3 million in funding for development of the modernized vehicle driver license services system (an increase of $20.3 million over the prior year). Activity 5

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TC_2022_Coal_Refuse_Energy_Reclamation.pdf

fourth year, the IFO reviewed four tax credits: the Educational, Coal Refuse En- ergy and Reclamation, Brewers’ and Mixed-Use Development Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and the fourth year, the IFO reviewed four tax credits: the Educational, Coal Refuse En- ergy and Reclamation, Brewers’ and Mixed-Use Development Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and the

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PBB-Board Hearing Jan 23 2020.pptx

Tax Credit Reviews Organ and Bone Marrow Donation Mobile Telecom Broadband Research and Development Keystone Innovation Zones DCED PBB Highlights Presentation to the Performance-Based Budget Board January 23, 2020 2/27/2020 0 Require investment to underserved/unserved areas ▪ Report metrics: location of investment, speeds, existing alternatives January 23, 2020 6 Research and Development Tax Credit Credit 10% / 20% of Qualified Research Expenses (QRE) ▪ $11m for small firms | $44m for others ▪ Credit has been

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

Safety 50 Auditor General Fire Insurance 68,521 Municipal Pension 301,730 Banking and Securities Banking 28,346 Community & Economic Development Ben Franklin Technology Development 25,034 Local Government Capital Project Loan 1,100 Machinery and Equipment Loan 48,600 Minority Business Development 2,590

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2006_surviving_spouse_healthcare_study.pdf

PARTICIPATING EMPLOYERS THAT ALSO PARTICIPATE IN THE REHP Aging Agriculture Attorney General Auditor General Banking Civil Service Commission Community & Economic Development Conservation & Natural Resources Corrections Education Environmental Hearing Board Environmental Protection Executive Offices Fish and Boat Commission Game Commission General Services UPON RETIREMENT Executive Offices Governor's Office Aging Agriculture Attorney General Auditor General Banking Civil Service Commission Community and Economic Development Conservation and Natural Resources Corrections Education Environmental Hearing Board Environmental Protection Ethics Commission Fish and Boat Commission Game Commission General

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TC_2021_Entertainment_Economic_Enhancement_Program.pdf

credits: the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production and Keystone Special Development Zones Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and credits: the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production, and Keystone Special Development Zones Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and

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RB 2019 RACP.pdf

local units that benefit from the grants. Table 3 allocates the approved projects into the following five categories: 1. Economic Development Projects that spur economic and local development or do not fall cleanly into one of the other categories. This could include business park redevelopments, private business assistance

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PBB_2019_JCJC_Report.pdf

48, approved plans shall be taken into consideration by the Governor and General Assembly during the annual budget development and imple- mentation process. Disapproved plans will be returned to the IFO with recommended modifications. Despite the broad utilization of PBB across system to achieve its goals related to community protection, offender accountability, restoration of crime victims, and youth competency development; and to advise juvenile courts on matters pertaining to delinquent and dependent children. Services Provided The Juvenile Court Judges’ Commission (JCJC) and

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PBB_2020_DEP_Report.pdf

48, approved plans shall be taken into consideration by the Governor and General Assembly during the annual budget development and implementation process. Disapproved plans will be returned to the IFO with recommended modifica- tions. Despite the extensive use of PBB across Insurance, Noncoal Surface Mining Conservation, Surface Mining Conservation and Reclamation, Underground Storage Tank Indemnification, Coal Lands Improvement, Energy Development, Environmental Education, Growing Greener Bond, Marcellus Legacy, Mine Safety, Nutrient Management, Remining Financial Assistance, Motor License, Land and Water Development, and Capital

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TC_2021_Resource_Enhancement_and_Protection.pdf

credits: the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production and Keystone Special Development Zones Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and credits: the Neighborhood Assistance Program, Resource Enhancement and Protection Program, Entertainment Economic Enhancement Program, Video Game Production and Keystone Special Development Zones Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and

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TC_Board_Hearing_Jan_24_2022.pdf

Annual Tax Credit Reviews Mixed-Use Development Brewers’ Coal Refuse Energy and Reclamation Educational Presentation to the Performance-Based Budget Board January 24, 2022 Tax Credit Reviews not primary goal (Educational, Coal Refuse, Mixed-Use) ▪ Little economic activity incentivized (Brewers’) January 24, 2022 1 #1 Mixed-Use Development Only tax credit reviewed that includes explicit goals and purpose ▪ Goal: provide public funding that leverages private investment for construction

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PBB_TaxCredits_Schedule_2022_Update.pdf

Probation and Parole PA Commission on Crime & Delinquency Juvenile Court Judges’ Commission Banking and Securities General Services 2 Economic & Community Development Human Services – Part 1 Health Environmental Protection PA Emergency Management Agency State 3 PennDOT Human Services – Part 2 State Police Hearing Board Conservation and Natural Resources Year Tax Credits 1 Film Production New Jobs Historic Preservation Incentive 2 Research and Development Keystone Innovation Zones Mobile Telecom and Broadband Organ and Bone Marrow 3 Neighborhood Assistance Resource Enhancement and Protection (REAP) Entertainment

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PBB_Board_Hearing_Sept_28_2021.pdf

PBB Addendums Updated Keystone Special Development Zone Tax Credit Review Presentation to the Performance-Based Budget Board September 28, 2021 PBB Addendum Requests Pennsylvania Department of Transportation ▪ Activity 12 – Administration: Human Resources measures related to career development and recruitment Department of Human Services ▪ Activity 2 (CCW), Activity 7 (Community ID/Autism Programs) and Activity 11 (County MH

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PBB_2020_DOH_REPORT_Final_Update.pdf

48, approved plans shall be taken into consideration by the Governor and General Assembly during the annual budget development and implementation process. Disapproved plans will be returned to the IFO with recommended modifica- tions. Despite the extensive use of PBB across healthy foods and referrals to health and social programs during the critical stages of fetal and early childhood development. WIC assesses eligible pregnant and post-partum women, infants and children up to the age of five for nutritional risk and provides

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PBB_2019_DOBS_Report.pdf

48, approved plans shall be taken into consideration by the Governor and General Assembly during the annual budget development and imple- mentation process. Disapproved plans will be returned to the IFO with recommended modifications. Despite the broad utilization of PBB across in a statistical report that will report on a variety of outcomes. The Department also engages in professional development and certification classes similar to continuing professional education (CPEs) programs. These professional development clas- ses will provide more in-depth and personalized

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IFO_Hearing_Packet_Feb2018.pdf

of its progress, as well as the engagement status of the various executive agencies that will be involved in the development of PBB plans or furnishing data for tax credit reviews. Other functions of the IFO include the preparation of monthly Probation and Parole PA Commission on Crime & Delinquency Juvenile Court Judges’ Commission Banking and Securities General Services 2 Economic & Community Development Human Services – Part 1 Health Environmental Protection PA Emergency Management Agency State 3 PennDOT Human Services – Part 2 State Police

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Senate Appropriations Response Letter 3-6-2020.pdf

of special packaging of Pennsylvania dairy products, and developing on-farm tourism opportunities for Pennsylvania dairy producers.  Research and Development - may include identifying new dairy products for food or non-food (including pharmaceutical) use, developing specialized or innovative ways of developing, distributing, or packaging dairy products, and other research and development-based activities.  Organic Transition - establishing or transitioning a farm to organic dairy production. Senator Laughlin requested information on the

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

SYSTEM CONSULTING SERVICES, INFORMATION, AND TECHNICAL ASSISTANCE Creation and Management. Under section 301(a)(16) of the Community and Economic Development Enhancement Act, the Department of Commu- nity and Economic Development has the duty to provide technical assistance and consultive services to local govern- ments. Governor's Center for Local Government

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PBB_2021_DMVA_REPORT_ADDENDUM.pdf

cost. 2 Unemployment and education data from U.S. Census Bureau. Homelessness data from the U.S. Housing and Urban Development and U.S. Census Bureau. Veterans Homes | Page 7 Activity 1: Veterans Homes The department provides for the safe and U.S. Census Bureau, American Community Survey (ACS), 1-Year estimates, 2011 - 2019 and U.S. Department of Housing & Urban Development. 1,392 1,462 1,375 963 857 0 400 800 1,200 1,600 2011 2013 2015 2017 2019

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PBB_2020_PEMA_REPORT.pdf

48, approved plans shall be taken into consideration by the Governor and General Assembly during the annual budget development and implementation process. Disapproved plans will be returned to the IFO with recommended modifica- tions. Despite the extensive use of PBB across 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 that are NIMS certified 2 1% 6%

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PBB_2019_PCCD_Report.pdf

48, approved plans shall be taken into consideration by the Governor and General Assembly during the annual budget development and imple- mentation process. Disapproved plans will be returned to the IFO with recommended modifications. Despite the broad utilization of PBB across in pre-sentencing status, with a wide variance among reporting counties. The JRI-2 policy proposals recommend the development of a statewide reform strategy to improve pretrial decision-making to increase public safety and reduce county prison costs. 4 The Council

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PBB_2019_DGS_Report.pdf

48, approved plans shall be taken into consideration by the Governor and General Assembly during the annual budget development and imple- mentation process. Disapproved plans will be returned to the IFO with recommended modifications. Despite the broad utilization of PBB across State Restaurant Fund 0.1 0.1 0.1 0.1 0.3 0.0 PA Gaming Economic Development 0.7 0.6 0.4 0.6 0.2 0.0 Total 2 797.6 894.3 582.3 446.6

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NAP-2018-03.pdf

areas or support neighborhood conservation. 1 This tax credit program is administered by the Pennsylvania Department of Community and Economic Development (DCED) and consists of five components: (1) the Neighborhood Assistance Program Tax Credit, (2) the Special Program Priorities, (3) the one or more of the following categories: 5 5 Neighborhood Assistance Program, Program Guidelines, Pennsylvania Department of Community and Economic Development. July 2017. https://dced.pa.gov/download/neighborhood-assistance- program-nap-guidelines-2017/?wpdmdl=64056. IFO | MARCH 2018 3 Affordable

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MQRE-FY19-20-Aug.pdf

only after the application is approved, the investment is complete and the De- partment of Community and Economic Development (DCED) has approved all documentation. Therefore, these provisions are not projected to reduce FY 2019-20 collections. Personal Income Tax Conformity with General Fund revenues by $3.6 million: IPT ($2.5 million) and BST ($1.1 million). Mixed-Use Development Tax Credit (Act 13) The act increases the annual cap on the credit to $3 million effective July 1, 2019. Prior Law

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ITEP-Presentation-11-14-2019.pdf

Matt Gardner Institute on Taxation and Economic Policy 11/14/2019 Business Taxation and Sustainable Economic Development Introduction to ITEP The Institute on Taxation and Economic Policy (ITEP) is a non-profit, non-partisan research organization that and straightforward information that allows them to understand the effects of current and proposed tax policies. Tax Rates and Economic Development : Any Linkage?  Unsurprisingly, no academic consensus  Some studies find significant, if small, negative relationships between marginal tax rates

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Five_Year_Outlook_2020.pdf

Analyst II Jesse Bushman, Revenue Analyst II Joseph Shockey, Revenue Analyst II Mathieu Taylor, Fiscal Analyst II Kathleen Hall, Modeling & Development Analyst II Robyn Toth, Revenue Analyst I Rachel Flaugh, Revenue Analyst I Michaela Bowers, Revenue Analyst I Kara Hale, Office 1,441 1,501 1,548 1,595 1,643 Mental Health 669 708 749 771 794 818 843 Child Development 467 477 497 503 509 514 519 Income Maintenance 195 232 236 241 246 251 256 Human Services Support 128

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2002_drop_report.pdf

additional local governments are considering implementation of DROPs. It is imperative that Pennsylvania’s local governments have guidance in the development and implementation of DROPs that meets the needs of both public employers and employees. It is critical that this guidance Guidance. There is no guiding or enabling statutory authority upon which Pennsylvania local governments can draw to assist in the development of DROPs. The absence of such a framework could lead to an environment in which DROPs proliferate among local governments

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PBB_Board_Hearing_Jan_24_2022.pdf

151 14.9% Vocational Rehabilitation 870 20.9% 146 14.4% Disability Determination 661 15.9% 121 11.9% Workforce Development 430 10.3% 196 19.3% Workers’ Comp. Adjudication and Appeals 226 5.4% 33 3.3% State Workers’ Insurance impact on electronic claims processing, fraud detection, program timeliness and backlogs More outcome data available for federally funded programs ▪ Workforce development, vocational rehabilitation, UC administration, disability determination programs report outcome measures to federal partners ▪ Related state programs lag in reporting program

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PBB_2020_DOS_REPORT.pdf

48, approved plans shall be taken into consideration by the Governor and General Assembly during the annual budget development and implementation process. Disapproved plans will be returned to the IFO with recommended modifica- tions. Despite the extensive use of PBB across Pennsylvania Department of State pro- motes the integrity of the electoral process, provides the initial infrastructure for economic development through corporate organizations and transactions, and protects the health and safety of the public. The Department encourages the highest standards of ethics

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PBB_2020_DHS_REPORT_Final_Updated.pdf

48, approved plans shall be taken into consideration by the Governor and General Assembly during the annual budget development and implementation process. Disapproved plans will be returned to the IFO with recommended modifica- tions. Despite the extensive use of PBB across Part 2 includes institutions, developmental programs and children and youth programs. Part 3 includes long-term living, child development and early learning and other grant programs. Part 1 Jan. 2020 $20,005, 51% Part 2 Jan. 2021 $7,435, 19% Part

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PBB_2019_Criminal_Justice_Report.pdf

48, approved plans shall be taken into consideration by the Governor and General Assembly during the annual budget development and imple- mentation process. Disapproved plans will be returned to the IFO with recommended modifications. Despite the broad utilization of PBB across research, statistics and planning operations. The Department provides training to staff in the areas of professional and leadership development. This allows staff to increase productivity and wellness by building their skills and professional development. Goals and Outcomes The goal of this

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Five_Year_Outlook_2021.pdf

Analyst II Jesse Bushman, Revenue Analyst II Joseph Shockey, Revenue Analyst II Mathieu Taylor, Fiscal Analyst II Kathleen Hall, Modeling & Development Analyst II Robyn Toth, Revenue Analyst I Rachel Flaugh, Revenue Analyst I Michaela Miller, Revenue Analyst I Kara Hale, Office 1,501 1,549 1,598 1,646 1,695 Mental Health 708 706 745 770 795 821 848 Child Development 449 472 485 493 500 507 513 Income Maintenance 223 234 240 246 252 257 263 Human Services Support 130

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ACN_SB1_A01354_A01558_2017_06_03a.pdf

perspective of the member, resulting in costs/(savings) that could be significantly different than those estimated by Conduent. Excluding the development of these “cost-neutral” early retirement reduction factors, Conduent notes in their June 2, 2017 supplement letter that the savings new revenue. The actuarial cost notes prepared by the System actuaries use the expected return, which is consistent with the development of the System’s costs and liabilities. If this Amendment is enacted, the following table shows the expected accumulated nominal

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2020 PBB Agenda.pdf

Recognition of Board Designees 3. New Business: Re‐Adopt Operating Rules 9:40 am – 9:45 am Overview of Plan Development Process and Review of Process Changes from Year 1 to Year 2 – Independent Fiscal Office Matt Knittel, Director, Independent Fiscal Fiscal Office Brenda Warburton, Deputy Director, Independent Fiscal Office 9:45 am – 11:00 am Review of Tax Credits (Research & Development, Keystone Innovation Zones, Mobile Telecom & Broadband, Organ & Bone Marrow) Amy Gill, Deputy Secretary of Tax Policy, Department of Revenue Dennis

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2004_srpvffinal.pdf

Total . . . . . . . . . . . . . . . . . . . . . . . . . . 2,433 Source: Pennsylvania Local Fact Sheet, Governor’s Center for Local Government Services, Department of Community and Economic Development, August 2002. Background Discussion (Cont'd) 2 National Volunteer Fire Council Fact Sheet, National Volunteer Fire Council, 2002. 3 Pennsylvania Local Fact Sheet, Governor’s Center for Local Government Services, Department of Community and Economic Development, August 2002. -3- Nationally, it is estimated that there are currently 19,224 all-volunteer fire companies. 2 This would

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TC_2022_Brewers.pdf

the fourth year, the IFO reviewed four tax credits: the Educational, Coal Refuse Energy and Reclamation, Brewers’ and Mixed-Use Development Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board and the 1 For the fourth year, the IFO reviewed four tax credits: the Educational, Coal Refuse Energy and Reclamation, Mixed-Use Development and Brewers’ Tax Credits. The act requires the IFO to submit tax credit reviews to the Performance-Based Budget Board

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TC_2020_Organ and Bone Marrow Donation Tax Credit.pdf

over a five- year period. For the second year, the IFO reviewed four tax credits: The Research and Development, Keystone Innovation Zone, Mobile Telecommunications Broadband Investment and Organ and Bone Mar- row Donation Tax Credits. The act requires the IFO to Fiscal Analysis The OBMD differs from most state tax credits because program goals do not include increased economic development or job creation. Instead, the OBMD seeks to improve outcomes for patients awaiting organ and bone marrow transplants by reducing financial barriers

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Presentation_Phil_Chamber_2-12-2015.pdf

Tax revenues through January 2015. • Revisions to FY 2014-15 General Fund revenues. • Implications for projected budget deficits. Latest Economic Developments. • Gas prices. Consumer confidence. Low inflation. 12.Feb.2015 2 Today’s Presentation  Act 120 of 2010 Creates Independent amounts are in millions. Estimates are from Independent Fiscal Office. 14 +$100 m inheritance gas prices and confidence sustainable? Economic Developments Gas Prices Collapse Consumer Confidence Surges Low Inflation Anticipated 12.Feb.2015 15 12.Feb.2015 16 Monthly Average Gas

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Presentation-2018-10-Performance-Based-Budget-Board.pdf

victim services  PCCD  6 activities focusing on victim services, juvenile justice system, delinquency prevention, research and strategic policy development and school safety  JCJC  3 activities focusing on support for juvenile court judges and juvenile probation departments, the from other states, industry standards, national and regional program reviews, audit reports.  Recommendations for additional/alternative measures and continued development. October 15, 2018 13 October 15, 2018 Implications for FY 2019-20  PBB plan benefits:  Provides an alternative

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Presentation-2018-08-PA-State-Association-Boroughs.pdf

House Price Index 1.6% 3.6% Nominal State GDP 3.2% 3.3% Sources: Dept. of Comm. and Economic Development, U.S. Bureau of Economic Analysis and Federal Housing Finance Agency. August.08.2018 21 Earned Income Tax: Avg. Growth 3.2% 3.3% Note: State tax return and economics use calendar year data. Sources: Department of Community and Economic Development, U.S. Bureau of Economic Analysis and U.S. Bureau of Labor Statistics. August.08.2018 22 Population Growth: 2010-

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PBB_Board_Hearing_Jan_26_2022.pdf

Curriculum and Assessments 25 5.3% 70 0.4% Career and Technical Education 23 4.8% 211 1.2% Child Development and Early Learning 14 3.1% 667 3.8% Total 464 100.0% 17,356 100.0% Note: Expenditures in Expenditures Activities Number Share Amount Share Food Safety and Animal Health 202 25.2% $69 17.8% Agriculture Marketing and Development 181 22.5% 25 6.5% Horse Racing Promotion and Regulation 133 16.5% 43 11.1% Plant Industry and

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PBB_Board_Hearing_Apr_28_2021.pdf

Enforcement 356 5.6% 57.4 4.5% Records & Information Management 276 4.4% 36.6 2.9% Officer Recruitment & Development 264 4.2% 33.9 2.7% Forensic Laboratory Services 219 3.5% 36.7 2.9% Emergency Preparedness & Response 127.3 203.9 -- -- Administration & Support 34.2 37.6 120.5 192.3 $6.9 20.7 Officer Recruitment & Development 5.9 7.2 22.9 36.1 -- -- Emer. Preparedness & Response 4.4 5.2 18.0 27.6 -- -- Forensic

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Official_Revenue_Estimate_Methodology_2021.pdf

Analyst II Lesley McLaughlin, Revenue Analyst II Jesse Bushman, Revenue Analyst II Joseph Shockey, Revenue Analyst II Kathleen Hall, Modeling & Development Analyst II Robyn Toth, Revenue Analyst I Rachel Flaugh, Revenue Analyst I Michaela Miller, Revenue Analyst I Kara Hale, Office Government entities are exempt from the tax as are certain transfers among family members, family farms, religious organizations, nonprofit industrial development agencies, volunteer organizations and transfers between shareholders and partners. The exempt status of one party does not relieve other parties

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Official-Revenue-Estimate-2020-06.pdf

local transit agencies. The remaining amount represents transfers for various local government programs, including $172 million in community development block grants and emergency solution grants that have been awarded.  Additional support for healthcare providers ($2.1 billion) and educational institutions to the public health emergency. The Act further appropriates $930 million to the Department of Community and Economic Development (DCED) to provide additional re- sources for county block grants ($625 million), statewide small business assistance ($225 million), hazard pay for essential

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NCSL_PA_IFO_11_15_21.pdf

MS UTUT Executive Legislative and Executive Has not allocated NATIONAL CONFERENCE OF STATE LEGISLATURES 12 Economic Relief Human Services Workforce Development 12 Education Housing Arts and Tourism Water Infrastructure Broadband CSFRF Major Allocation Categories Public Health still a major priority! State Ops/Admin. Unemployment Trust Fund NATIONAL CONFERENCE OF STATE LEGISLATURES 13 Economic Relief Human Services Workforce Development 13 Education Housing Arts and Tourism Water Infrastructure Broadband *Number of states allocating to categories *at least Public Health State

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jackson ppt.pdf

portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. • Marcellus Shale development will continue to generate both direct and indirect job growth, although rate of growth will slow. • Persistent low natural gas prices may limit rate of growth. • Next step in Marcellus development is adding value to the gas production. • E.g., chemical manufacturing plants, natural gas into vehicle-fuel stream. • These jobs

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IFO-Presentation-11-14-2019.pdf

Tax Code as a Strategy for Growth Matt Gardner | Institute for Taxation & Economic Policy  Business Taxation and Sustainable Economic Development Matthew Knittel | Independent Fiscal Office  Pennsylvania demographic, economic and fiscal outlook  Questions for all presenters to be taken at end of session November 14, 2019 2 Economic Development and Business Taxation 30 states perform some form of annual tax credit review  PA is one of 16 “leading

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IFO - Economic and Budget Outlook - January 2012.pdf

major programs for FY 2011-12 through FY 2016-17 were as follows: Long-Term Living (4.0 percent), Child Development (2.5 percent), Intellectual Disability (3.2 percent), Income Maintenance (4.5 percent), and Human Services (2.0 percent). Across expenditures from the General Fund include funding for the following departments: Aging, Agriculture, Attorney and Auditor General, Community and Economic Development, Environmental Protection, Military and Veteran Affairs, Revenue, Treasury, Executive Offices, State Police, Labor and Industry, General Services, Probation and Parole

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Five_Year_Outlook_Presentation_2021.pdf

Fiscal Affairs Program at NCSL, where she specializes in state budgets, federal stimulus funds, state and local relations, and economic development topics. She is a staff liaison to NCSL’s Labor and Economic Development Standing Committee and to the Pennsylvania General Assembly. Prior to NCSL, Maher served as a nonpartisan policy analyst for the

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Five_Year_Outlook_2019.pdf

1,513 1,574 1,626 1,679 Mental Health 662 681 699 720 742 764 787 Child Development 488 486 491 498 505 511 517 Income Maintenance 201 202 206 210 214 219 223 Human Services Support 120 131 133 346 341 337 337 337 337 337 Funds Available 453 454 352 337 337 337 337 Community & Economic Development 3 3 3 3 3 3 3 3 Health 3 46 116 61 61 61 61 61 Human Services 3 291 320

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Five_Year_Outlook_2017_Presentation.pdf

Fiscal Office  Revenue and Expenditure Detail, Revenue Package Chaaron Pearson| The PEW Charitable Trusts  Evaluation of State Economic Development Tax Incentives November 16, 2017 2 Budget Emphasis: Cost Containment State governments have used three methods.  Efficiency Initiatives - Lean improved? November 16, 2017 3 Our Guest Speaker Chaaron Pearson| The PEW Charitable Trusts Current Position: Senior Manager  Economic development tax incentives project.  Ensure tax incentives are effective, accountable and fiscally sound.  Work with states to develop and

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County_Property_Tax_Burden_Aug_2021.pdf

Revenue Service (IRS) and property tax data from the Pennsylvania Department of Education (PDE) and Department of Community and Economic Development (DCED). For all counties, the property tax burden reflects the Homestead Exemption, which reduced school district property taxes by $534 municipal revenues are estimated for CY 2019 based on CY 2018 actuals reported by the Department of Community and Economic Development (DCED). Specifically, the CY 2018 relationship between school district revenues and county/municipal revenues is calculated for each county and

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2000_cost_of_living_adjustments.pdf

Prior Cost-of-Living Adjustments However, if the past cost-of-living adjustments are used as a basis for the development of standard design criteria for future cost-of-living adjustments, a review of Table II evidences a past practice that the effect of inflation, which uniformly impacts all retirees. Adding a welfare purpose to a cost-of-living adjustment precludes development of design criteria that are the most effective in achieving the purpose of the cost-of-living adjustment and fails

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Witgert Nov 15, 2012.pdf

benefit design 6. Promote care coordination 7. Use your data 8. Pursue population health 9. Engage the public in policy development & implementation 10. Promote quality & efficiency in the healthcare system 19 Support for this project was provided by a grant from

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SR2017-06.pdf

value share is weighted by 2015 county real estate tax collections as reported by the Department of Community and Economic Development. 2 Totals are not supplied because they would not be meaningful due to the differences in assessed values between counties

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Single-Use Plastics Report-2020_06.pdf

other post-employment benefits and performance-based budgeting for agencies such as the Department of Community and Economic Development. Jesse Bushman, Revenue Analyst II Mr. Bushman joined the IFO in June 2016. He is the primary analyst responsible for all reports

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SD_Property_Tax_Forecast_Nov_2021.pdf

Bureau’s American Community Survey and statewide property tax revenue reported by PDE and the Department of Community and Economic Development, the IFO estimates that owner-occupied households remit approximately 58% of statewide property taxes. That parameter is applied to current-

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SD-Property-Tax-Forecast-2020.pdf

Bureau’s American Community Survey and statewide property tax revenue reported by PDE and the Department of Community and Economic Development, the IFO estimates that owner-occupied households remit approximately 58 percent of statewide property taxes. That assumption is applied to

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Revenue_Proposal_Analysis_2021_04.pdf

www.ifo.state.pa.us Staff Acknowledgements Karen Maynard, Budget Analyst II Lesley McLaughlin, Revenue Analyst II Kathleen Hall, Modeling & Development Analyst II Michaela Miller, Revenue Analyst I Kara Hale, Office Manager - This page intentionally left blank. - Rachel Carson State Office

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Revenue_Estimate_2021_05.pdf

Analyst II Jesse Bushman, Revenue Analyst II Joseph Shockey, Revenue Analyst II Mathieu Taylor, Fiscal Analyst II Kathleen Hall, Modeling & Development Analyst II Robyn Toth, Revenue Analyst I Rachel Flaugh, Revenue Analyst I Michaela Miller, Revenue Analyst I Kara Hale, Office

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Revenue-Update-2020-04.pdf

local transit agencies. 4 The remaining amount represents transfers for various local government programs, including $124 million in increased Community Development Block Grants and Emergency Solution Grants. Under normal conditions, the injection of federal monies into a state economy would directly

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Revenue-Estimate-2020-05.pdf

local transit agencies. The remaining amount represents transfers for various local government programs, including $124 million in Community Development Block Grants and Emergency Solution grants that have been awarded.  Additional support for healthcare providers ($1.9 billion) and educational institutions

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Revenue-Estimate-2019-05.pdf

2019-20, including: (1) $28 million in the Emergency Impact Aid Program, (2) $15 million in the Preschool Development Grants and (3) $10 million in School Improvement Grants. Department of Health For FY 2019-20, the Department of Health requests authority

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Revenue Conference Presentation Jan 2013 FINAL.pdf

PIT pull‐forward of dividends and gains from 2013 to 2012 • $50 million – expiring transfer from the PA Race Horse Development Fund • $50 million – additional reduction in SUT remittances in FY 2013‐14 from full‐year, fully phased‐in federal tax

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Response-Letter-09-19-2019.pdf

from the American Community Survey (ACS), the Pennsylvania Department of Education (PDE) and the Pennsylvania Department of Community and Economic Development (DCED). 2 The estimates apply to senior homeowners only, and exclude any property tax that may be effectively remitted by

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

that ends in June. 4 ) The top bank of figures show amounts reported to the Department of Community and Economic Development (DCED) or Pennsylvania Department of Education (PDE) by calendar year or school year. The middle portion of the table shows

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Presentation-2018-06-Philly-Pitt-Chambers.pdf

Economic and Budget Outlook BUDGET & ECONOMIC UPDATE The Allegheny Conference on Community Development and The Chamber of Commerce for Greater Philadelphia Commonwealth of Pennsylvania May 1, 2018 Independent fiscal office JUNE 4, 2018

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PEW_Presentation(Video).pptx

2017 1 pewtrusts.org/ taxincentives pewtrusts.org/ taxincentives Why evaluate tax incentives • Tax incentives are one of states’ primary economic development tools • Tax incentives collectively cost states billions of dollars per year • Evaluation is a proven way to improve the effectiveness

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PEW_Presentation(Video).ppsx

2017 1 pewtrusts.org/ taxincentives pewtrusts.org/ taxincentives Why evaluate tax incentives • Tax incentives are one of states’ primary economic development tools • Tax incentives collectively cost states billions of dollars per year • Evaluation is a proven way to improve the effectiveness

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PBB_Board_Hearing_Mar_09_2022.pdf

Curriculum and Assessments 25 5.3% 70 0.4% Career and Technical Education 23 4.8% 211 1.2% Child Development and Early Learning 14 3.1% 667 3.8% Total 464 100.0% 17,356 100.0% Note: Expenditures in

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PBB_Board_Hearing_Jan_25_2022.pdf

TANF, Child Support (50%) Part 2 (2021): Mental Health, Developmental Programs, Youth (17%)* Part 3 (2022): Long-Term Living, Child Development, Administration, Other (33%) * Note: MA Physical Health Services was also included in Part 2 January 25, 2022 6 DHS Actual

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PBB_Board_Hearing_Apr_27_2021.pdf

TANF, Child Support (50%) Part 2 (2021): Mental Health, Developmental Programs, Youth (20%)* Part 3 (2022): Long-Term Living, Child Development, Administration, Other (30%) * Note: MA Physical Health Services was also included in Part 2 April 27, 2021 9 DHS Actual

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PBB_Board_Hearing_Apr_26_2021.pdf

be otherwise viable ▪ Grant or refundable credit may provide needed capital for start-ups April 26, 2021 11 Keystone Special Development Zones (KSDZ) Incentivizes private investment in former industrial sites ▪ $2,100 per FTE employed in zone | July 1, 2012 - June

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PBB_2022_PHMC_REPORT.pdf

programs, including exhibits, tours and events, (2) preserve and interpret historic artifacts and documents and (3) contribute to the economic development of local and regional communities by promoting heritage tourism. In a typical year, the sites operated by BHSM host approximately

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PBB_2022_AGING_REPORT_Addendum.pdf

of the chief counsel, communications office, PA Council on Aging and PA Long-Term Care Council. The activity includes the development and implementation of strategic plans and initiatives which are carried out through policies, programs and actions contained within other activities

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PBB-Board-Hearing-Agenda-January 2019-Revised.pdf

the Board (Election of Chair and Vice Chair) 2.) Recognition of Board Designees 10:10am - 10:20am Overview of Plan Development Process - Independent Fiscal Office Matt Knittel, Director, Independent Fiscal Office Brenda Warburton, Deputy Director, Independent Fiscal Office 10:20am - 11

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PBB Board Hearing Agenda- January 2019.pdf

the Board (Election of Chair and Vice Chair) 2.) Recognition of Board Designees 10:10am - 10:20am Overview of Plan Development Process - Independent Fiscal Office Matt Knittel, Director, Independent Fiscal Office Brenda Warburton, Deputy Director, Independent Fiscal Office 10:20am - 11

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

are exempt from the tax as are certain transfers among family members, family farms, religious organizations, nonprofit industrial development agencies, volunteer organizations and transfers between shareholders and partners. The exempt status of one party does not relieve other parties from the

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

are exempt from the tax as are certain transfers among family members, family farms, religious organizations, nonprofit industrial development agencies, volunteer organizations and transfers between shareholders and partners. The exempt status of one party does not relieve other parties from the

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Official-Revenue-Estimate-2019-06.pdf

2019-20, including: (1) $28 million in the Emergency Impact Aid Program, (2) $14 million in the Preschool Development Grants and (3) $10 million in School Improvement Grants. Department of Health For FY 2019-20, the Department of Health requests authority

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Official-Revenue-Estimate-2018-06.pdf

226,000 participants per month in FY 2016-17. 5 The Striving Readers Grant provides funding for the development of a comprehensive approach to improving literacy outcomes for all children, birth through grade 12. Official Revenue Estimate | Page 18 - This page

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Newsstand_2018_April.pdf

2000, and this trend is contributing to the “resurgence of the U.S. chemi- cal manufacturing sector” and general economic development. (Full Article) -April 2018 - Congressional Budget Office Budget and Economic Outlook: 2018 to 2028 The CBO updated its deficit projections

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MQRE_FY21_22_August.pdf

revenues by $3.84 billion. FY 2021-22 Monthly and Quarterly Estimates | Page 7 Various Taxes Mixed-Use Development Tax Credit (Act 25) The act increases the annual cap on the tax credit to $4.5 million effective for fiscal years

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MQRE_FY20_21_Revised_Feb.pdf

Revenue Analyst Lesley McLaughlin, Revenue Analyst II Jesse Bushman, Revenue Analyst II Joseph Shockey, Revenue Analyst II Kathleen Hall, Modeling & Development Analyst II Robyn Toth, Revenue Analyst I Rachel Flaugh, Revenue Analyst I Michaela Bowers, Revenue Analyst I Kara Hale, Office

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MER-2014-06.pdf

to state GSP for 1997‐2012 and in‐ cludes various technical changes such as the recog‐ nition of research and development (R&D) as capi‐ tal expenditures and new source data. Overall, BEA revisions reduced GSP growth for Pennsylvania by 0

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Letter_to_JSGC.pdf

the bottom portion of the table was eliminated. That part of the table contained other output multipliers (e.g., economic development and education) so that policymakers could have some general understanding of the potential tradeoffs from different uses of the PRHDF

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June_Revenue_Estimate_2021.pdf

Analyst II Jesse Bushman, Revenue Analyst II Joseph Shockey, Revenue Analyst II Mathieu Taylor, Fiscal Analyst II Kathleen Hall, Modeling & Development Analyst II Robyn Toth, Revenue Analyst I Rachel Flaugh, Revenue Analyst I Michaela Miller, Revenue Analyst I Kara Hale, Office

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Initial-Revenue-Estimate-2018-05.pdf

226,000 participants per month in FY 2016-17. 5 The Striving Readers Grant provides funding for the development of a comprehensive approach to improving literacy outcomes for all children, birth through grade 12. Initial Revenue Estimate | Page 18 - This page

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Impact-Fee-Update-2018-Outlook-2018-06.pdf

suggests that prices will remain near or slightly below current levels through 2019. There are several large pipeline projects in development throughout Pennsylvania that will connect gas production from the Marcellus to major demand markets in other states. This would provide

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Impact-Fee-Update-2017-Outlook-2017-07.pdf

NYMEX futures market suggests that prices will remain near recent levels through 2019. There are several large pipeline projects in development throughout Pennsylvania that are anticipated to connect gas production from the Marcellus to major demand markets in other states. This

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IFO_Testimony_RGGI_Mar_29_2022.pdf

Testimony on RGGI Modeling Assumptions Joint Hearing of the Senate Environmental Resources and Energy Committee and Community, Economic and Recreational Development Committee March 29, 2022 Matthew Knittel, Director, Independent Fiscal Office Good morning Chairs and members of the committees. For my

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House Appropriation Response Letter 2-28-2020.pdf

3.1 4.2 10.1 Banking & Securities 0.6 1.4 2.2 3.0 7.2 Community & Economic Development 1.0 2.2 3.5 4.8 11.6 Conservation & Natural Resources 3.2 6.8 10.9 14

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Demographics_Outlook_2021.pdf

useful in the analysis of demographic trends, geographic detail provides policymakers context for these data and may assist in the development of policy solutions appropriate to certain regions of the state. Pennsylvania County Population Growth Figure 4.1 presents the average

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Demographics_Outlook_2020.pdf

in the analysis of demographics, geographic detail provides policymakers context for these data and may assist in the development of policy solutions appropriate to certain regions of the state. Pennsylvania County Population Growth Over Time Figure 4.1 presents the average

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County-Prop-Tax-RB.pdf

Based on property tax collection data reported by the Pennsylvania Department of Education (PDE) and Department of Community and Economic Development (DCED), the IFO estimates that 70 percent of total property tax is levied by school districts and 30 percent is

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CNIT-Rate-Cut-2018-04.pdf

is borne by labor. 7  The Tax Foundation cites a study by the Organization of Economic Co‐Operation and Development that finds 30 to 70 percent of the CNIT burden could be shifted to workers in the form of lower

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Budget Hearings Packet.pdf

and Analyses (since January 1, 2016) • Impact Fee Update (January 2016) • Natural Gas Production Report Quarter 4 (February 2016) • Economic Development Incentives (March 2016) • Analysis of Revenue Proposals in FY 2016-17 Executive Budget (April 2016) • Analysis of Executive Order 2016-

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Budget Hearings Packet- Web Version.pdf

and Analyses (since January 1, 2016) • Impact Fee Update (January 2016) • Natural Gas Production Report Quarter 4 (February 2016) • Economic Development Incentives (March 2016) • Analysis of Revenue Proposals in FY 2016-17 Executive Budget (April 2016) • Analysis of Executive Order 2016-

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ACN_SB1071_A10803_text.pdf

supervisor in arranging for investments to secure maximum returns to the fund. (3) Review and analyze proposed legislation and legislative developments affecting the system or the plan and present findings to the board, legislative committees, and other interested groups or individuals

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2021-SD-Property-Tax-Forecast.pdf

Bureau’s American Community Survey and statewide property tax revenue reported by PDE and the Department of Community and Economic Development, the IFO estimates that owner-occupied households remit approximately 58 percent of statewide property taxes. That parameter is applied to

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2019-Pub-2.pdf

Tax Code as a Strategy for Growth Matt Gardner, Institute on Taxation and Economic Policy: Business Taxation and Sustainable Economic Development (717) 230-8293 contact@ifo.state.pa.us CreationDate: 2019-11-05 14:52:52 Creator: Canva Keywords: DADm-scWNSg

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2013-07 Monthly Economic Summary.pdf

in Gross Revenue Independent Fiscal Office Commonwealth of Pennsylvania In 2004, the Pennsylvania General Assembly approved the Pennsylvania Race Horse Development and Gaming Act. Since that time, Pennsylvania has overtaken New Jersey in gross casino revenue and leads all other states

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2002_dbdc_report.pdf

retention objectives, and bargaining positions of labor unions. The design and operational features of a DC plan would require the development of new methods for handling these issues. Compensation Package – A new DC plan should be designed to effectively integrate all

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About IFO

Illinois Governor's Office of Management and Budget serving as an analyst and later Deputy Director. Duties there included the development and management of budgets for agencies including the Departments of Transportation, Commerce and Economic Opportunity, and Natural Resources. He was

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