Wdva Overview Ppt 2 - Ppt2003 (2)

8/14/2019 Wdva Overview Ppt 2 - Ppt2003 (2)

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WisconsinWisconsinDepartment ofDepartment of

Veterans AffairsVeterans AffairsAn OverviewAn Overview

February 19, 2009February 19, 2009


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WDVA Leadership Team

John A. Scocos, Secretary (John A. Scocos, Secretary (DeployedDeployed))

Ken Black, Deputy Secretary (Acting Secretary)Ken Black, Deputy Secretary (Acting Secretary)

Anthony Hardie, Executive AssistantAnthony Hardie, Executive Assistant


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WDVA Mission Statement

The mission of the Wisconsin Department of Veterans Affairs is:The mission of the Wisconsin Department of Veterans Affairs is:

Serving Wisconsin veterans, their families, and their survivors withServing Wisconsin veterans, their families, and their survivors with

dignity and compassion in recognition of their sacrifices and service todignity and compassion in recognition of their sacrifices and service to

Wisconsin and the nation;Wisconsin and the nation;

Serving as their principle advocate in the state;Serving as their principle advocate in the state;

Providing outreach, programs and services to ensure they receive theProviding outreach, programs and services to ensure they receive the

benefits to which they are entitled;benefits to which they are entitled;

Developing, coordinating, administering, and maintaining stateDeveloping, coordinating, administering, and maintaining state

programs and services that provide health, educational, economic, andprograms and services that provide health, educational, economic, and

social assistance and lasting memorialization, in supplement andsocial assistance and lasting memorialization, in supplement and

complement to those provided by the federal government; and,complement to those provided by the federal government; and,

Acknowledging, commemorating, and affirming the role ofAcknowledging, commemorating, and affirming the role of

Wisconsin veterans in the United States of America's military past byWisconsin veterans in the United States of America's military past bymeans of instructive exhibits and other educational programs.means of instructive exhibits and other educational programs.


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Secretarys Vision for WDVA

1. Ensuring the Needs of Wisconsin Veterans1. Ensuring the Needs of Wisconsin Veterans

are Metare Met2. Solvency of the Veterans Trust Fund2. Solvency of the Veterans Trust Fund

3. Involvement of Stakeholders3. Involvement of Stakeholders

4. Maintaining Strong Legislative4. Maintaining Strong Legislative

PartnershipsPartnerships


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WDVA Organizational ChartWDVA Organizational Chart

Board/Department, Councils, CommitteesBoard/Department, Councils, Committees


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WDVA Operational Sites

Wisconsin Veterans Homes WVH-King WVH-Union Grove Chippewa Falls (planning stages)

Wisconsin Veterans Cemeteries CWVMC-King

NWVMC-Spooner SWVMC-Union Grove

Veterans Assistance Program VAP-Chippewa Falls VAP-Ft. McCoy VAP-King VAP-Union Grove

Wisconsin Veterans Museum Madison Wis. National Guard Museum

(Volk Field)

Milwaukee Claims Assistance Office

& Milwaukee Service Office

Madison Central Office & SAA


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WDVA 2007-09WDVA 2007-09

BudgetBudget

Little GPRLittle GPR2006-07 2007-08 2008-09

Adjusted Base

GPR $2,107,200 1.6% $2,580,700 1.8% $2,491,000 1.7%

FED $1,743,600 1.3% $1,933,900 1.3% $1,933,900 1.3%

PR $67,666,600 51.4% $7,994,200 54.6% $0,49,700 55.9%

SEG $60,237,900 45.7% $61,14,00 42.3% $59,241,00 41.0%

Total $131,755,300 100.0% $144,693,600 100.0% $144,516,400 100.0%


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WDVA 2007-09WDVA 2007-09

Biennial PositionsBiennial Positions

No GPR PositionsNo GPR Positions2006-07 2007-08 2008-09

Adjusted Base

GPR 0.00 0.0% 0.00 0.0% 0.00 0.0%

FED 12.50 1.1% 12.50 1.1% 12.50 1.1%

PR 952.49 6.6% 974.5 .1% 974.5 .1%

SEG 134.41 12.2% 119.55 10.% 119.55 10.%

Total 1,099.40 100.0% 1,106.90 100.0% 1,106.90 100.0%

WDVA 1 7% GPRWDVA 1 7% GPR


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WDVAs 1.7% GPRWDVAs 1.7% GPR

BreakdownBreakdown

Mostly for Debt ServiceMostly for Debt ServiceFY 08FY09

TOTAL $2,580,700 $2,491,000

HOMES

GPR FY 08 FY 09

Aid Indigent Vet $ 104,300 $ 208,700

King Cemetery $ 24,900 $ 24,900

Debt service $1,547,500 $1,536,400

Total $1,677,000 $1,770,000

PROGRAMS

GPR

VAP, PTSD* $ 75,000 $ 50,000

Museum** $ 443,000 $ 450,000

MFH $ 204,000 $ 204,000

Korean War Mem*$ 165,000 $ -0-

Msn Welcome Home*$ 17,000 $ 17,000Total $ 904,000 $ 721,000

*Funding expires at end of FY 09

** Includes one time funding

2009 11 WDVA B d t2009 11 WDVA B d t


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2009-11 WDVA Budget2009-11 WDVA Budget

RequestRequestSlight Decrease in SEG-VTF and IncreaseSlight Decrease in SEG-VTF and Increase

in GPR to put back Veterans Museumin GPR to put back Veterans Museumfunding to GPR funding to GPR

2008-09 2009-10Requested Funding

2010-11Requested Funding

Adjusted Base

GPR $2,368,100 1.6% $3,969,600 2.6% $3,985,800 2.6%

FED $2,00,100 1.4% $2,070,000 1.4% $2,207,000 1.5%

PR $2,660,400 56.4% $92,039,700 60.7% $92,46,200 61.1%

SEG $59,60,600 40.6% $53,527,700 35.3% $52,54,00 34.%

Total $146,645,200 100.0% $151,607,000 100.0% $151,893,800 100.0%


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RequestsRequests

Transfer of 11.65 FTE from VTF toTransfer of 11.65 FTE from VTF to

GPRGPR1.0 GPR FTE for Needed1.0 GPR FTE for Needed

OutreachOutreach2008-09 2009-10Requested Positions

2010-11Requested Positions

Adjusted Base

GPR 0.00 0.0% 12.65 1.1% 12.65 1.1%

FED 13.50 1.2% 10.50 0.9% 10.50 0.9%

PR 974.5 .0% 95.45 .3% 95.45 .3%

SEG 119.55 10.% 107.70 9.6% 107.70 9.6%

Total 1,107.90 100.0% 1,116.30 100.0% 1,116.30 100.0%


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WDVAs FourWDVAs Four

DivisionsDivisions

Division of HomesDivision of Homes

Division of VeteransDivision of VeteransBenefitsBenefits

Division of VeteransDivision of Veterans

ServicesServices

Division of AdministrationDivision of Administration


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WDVA: Division of Veterans Homes

WVH-King (Waupaca Co.)WVH-King (Waupaca Co.)Facilities include four separately licensed SkilledFacilities include four separately licensed Skilled

Nursing Facilities (721 beds), "domiciliary" assistedNursing Facilities (721 beds), "domiciliary" assisted

living (28 beds), a waterfront Activity Center,living (28 beds), a waterfront Activity Center,

underground connectors, and more.underground connectors, and more.Founded in 1887, King is a picturesque, smallFounded in 1887, King is a picturesque, small

lakeside city that houses and employs nearly 2,000lakeside city that houses and employs nearly 2,000people, with the Commandant as its Mayor.people, with the Commandant as its Mayor.

WVH-Union Grove (Racine Co.)WVH-Union Grove (Racine Co.) The connected facilities include Community BasedThe connected facilities include Community Based

Residential Facilities (80 beds), a Residential CareResidential Facilities (80 beds), a Residential CareApartment Complex (40 beds, opened 2004), a SkilledApartment Complex (40 beds, opened 2004), a Skilled

Nursing Facility (120 beds, opened 2006), and an ActivityNursing Facility (120 beds, opened 2006), and an Activity

Center.Center.Founded in 2000 on the grounds of the SouthernFounded in 2000 on the grounds of the Southern

Wisconsin Center, the Homes accessible location andWisconsin Center, the Homes accessible location and

sparkling new facilities are a draw for members andsparkling new facilities are a draw for members andvisitors alike.visitors alike.


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WDVAs VeteransWDVAs Veterans

Loan ProgramsLoan Programs

Primary Mortgage Loan Program (MLRF)Primary Mortgage Loan Program (MLRF)

Provides home loans to qualified veterans through approved lenders. UnlikeProvides home loans to qualified veterans through approved lenders. Unlike

federal VAfederal VAguaranteedguaranteedloans, WDVAloans, WDVA is the lenderis the lender..

Home Improvement Loan Program (MLRF)Home Improvement Loan Program (MLRF)

Provides home improvement loans to qualified veterans through CountyProvides home improvement loans to qualified veterans through County

Veterans Service Offices. WDVAVeterans Service Offices. WDVA is the lender.is the lender.

Personal Loan Programs (VTF)Personal Loan Programs (VTF)

Provides home equity and guarantor-secured personal loans up to $25,000 toProvides home equity and guarantor-secured personal loans up to $25,000 to

qualified veterans. WDVAqualified veterans. WDVA is the lenderis the lender..


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WDVAs Veterans DirectWDVAs Veterans Direct

Grant ProgramsGrant Programs

Aid to Needy Veterans Grant (VTF)Aid to Needy Veterans Grant (VTF)

Payer-of-Last-Resort grant program provides grants to needy veterans, up to $7,500Payer-of-Last-Resort grant program provides grants to needy veterans, up to $7,500

(lifetime cap) for Subsistence Aid (Emergency cash grants) and Health Care Aid (Hearing,(lifetime cap) for Subsistence Aid (Emergency cash grants) and Health Care Aid (Hearing,

Dental, Eye care not provided by federal VA). Application is made through CVSO.Dental, Eye care not provided by federal VA). Application is made through CVSO.

VetEd Veterans Educational Reimbursement Grant (VTF)VetEd Veterans Educational Reimbursement Grant (VTF) Provides payer-of-last-resort reimbursement grants for qualified tuition/fees at approvedProvides payer-of-last-resort reimbursement grants for qualified tuition/fees at approved

institutions, up to the UW-Madison maximum undergraduate rate. Veterans must first useinstitutions, up to the UW-Madison maximum undergraduate rate. Veterans must first use

Wisconsin G.I. Bill tuition remission, National Guard Tuition Grant, Reserve TuitionWisconsin G.I. Bill tuition remission, National Guard Tuition Grant, Reserve Tuition

Assistance.Assistance.

Veterans Retraining Grant (VTF)Veterans Retraining Grant (VTF) Provides payer-of-last-resort reimbursement grants for qualified tuition/fees for approvedProvides payer-of-last-resort reimbursement grants for qualified tuition/fees for approved

retraining.retraining.

Aid to Indigent Veterans (VTF/HOMES PR)Aid to Indigent Veterans (VTF/HOMES PR)

Provides aid to allow admittance to the Wisconsin Veterans Home-Union GroveProvides aid to allow admittance to the Wisconsin Veterans Home-Union Grove


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WDVAs Service Grant ProgramsWDVAs Service Grant Programs

DAV Transportation Grant (VTF)DAV Transportation Grant (VTF) Provides grants to the DAV Van Program to transport veterans to VA medicalProvides grants to the DAV Van Program to transport veterans to VA medical

appointments (often a long distance)appointments (often a long distance)

County Transportation Grant (VTF)County Transportation Grant (VTF)

Provides grants to counties not served by the DAV Van Program to transportProvides grants to counties not served by the DAV Van Program to transport

veterans to VA medical appointments (often a long distance)veterans to VA medical appointments (often a long distance)

County Veterans Service Grants (VTF)County Veterans Service Grants (VTF)Provides $750,000 in total annual grants to Wisconsins 72 County VeteransProvides $750,000 in total annual grants to Wisconsins 72 County Veterans

Service offices.Service offices.

Tribal Veterans Service Grants (Indian Gaming)Tribal Veterans Service Grants (Indian Gaming)Provides annual grants to Wisconsins Tribal Veterans ServiceProvides annual grants to Wisconsins Tribal Veterans Serviceofficesoffices

M j WDVA VM j WDVA V t
http://dva.state.wi.us/Welcomehome2.asp


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Major WDVA VeteransMajor WDVA Veterans

ServicesServices

Major Outreach Programs (VTF)Major Outreach Programs (VTF)

Includes I Owe You, Mission: Welcome Home, statewide benefits fairs, campusIncludes I Owe You, Mission: Welcome Home, statewide benefits fairs, campus

outreach events, town hall meetings with legislative and local officials, mailed publications,outreach events, town hall meetings with legislative and local officials, mailed publications,

commemorative events. Electronic outreach includes comprehensive Website, onlinecommemorative events. Electronic outreach includes comprehensive Website, online

applications, electronic publications, new Veterans Registry.applications, electronic publications, new Veterans Registry.

Federal Veterans Benefits Claims Assistance (VTF)Federal Veterans Benefits Claims Assistance (VTF)

Advises and assists Wis. veterans in obtaining federal VA veterans benefits for Wis.Advises and assists Wis. veterans in obtaining federal VA veterans benefits for Wis.

veterans, which currently totals over $1 billion annually, including $570 million in directveterans, which currently totals over $1 billion annually, including $570 million in direct

compensation benefits.compensation benefits.

Education and Employment Services (VTF & FED)Education and Employment Services (VTF & FED) State Approving Agency approves schools for GI Bill (FED)State Approving Agency approves schools for GI Bill (FED) Troops to Teachers facilitates veteran-teacher licensing and placement (FED)Troops to Teachers facilitates veteran-teacher licensing and placement (FED)

Displaced worker outreach (VTF)Displaced worker outreach (VTF)


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Major WDVA VeteransMajor WDVA Veterans

Services, ctd.Services, ctd.

Veterans Assistance Program (VTF & FED)

Provides residential rehabilitative services to homeless/at-risk veterans at four

locations (Chippewa Falls, Ft. McCoy, King, Union Grove). (FED & VTF)

Provides assistance with obtaining copies of military records, often needed for VA

disability claims, assistance obtaining military medals, and outreach and services to

and regarding incarcerated/deinstitutionalizing veterans. (VTF)

Military Funeral Honors Program (VTF) Provides coordination and resources for Military Honors at veterans

funerals

Provides training and cash stipends for Veteran Service Organizations

who perform Military Funeral Honors


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Major WDVA Veterans Services,

ctd.

Transition Services Outreach (VTF)

Provide pre- and post-deployment benefits information and assistance

on federal and state veterans benefits and services to service members

returning to Wisconsin

Minority Veterans Outreach (VTF)

Provide focused outreach and assistance to minority veterans,

especially in metropolitan Milwaukee and tribal areas

Military Retirees Outreach (VTF)

Provide information and assistance to Wisconsin military retirees


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Wisconsin VeteransWisconsin Veterans

Memorial CemeteriesMemorial Cemeteries

SWVMC-UnionGrove

CWVMC-King

NWVMC-Spooner
http://dva.state.wi.us/Cem_cw_tour1.asp


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WDVA Wisconsin Veterans Museum

MissionMission:: To commemorate, acknowledge, andTo commemorate, acknowledge, andaffirm the role of Wisconsin citizens in Americanaffirm the role of Wisconsin citizens in American

military past by means of instructive exhibits and othermilitary past by means of instructive exhibits and other

educational programs.educational programs.

LocationsLocations:: Wis. Veterans Museum (Madison, at theWis. Veterans Museum (Madison, at thetop of State St., on the Square directly across from thetop of State St., on the Square directly across from the

Capitol ); Wis. National Guard Museum (Volk Field)Capitol ); Wis. National Guard Museum (Volk Field)

Goals/StrategiesGoals/Strategies:: Sustain public support for veterans and theirSustain public support for veterans and their

achievements through innovative educational activitiesachievements through innovative educational activities

that record the contributions of veterans and recognizethat record the contributions of veterans and recognize

their service and sacrifices.their service and sacrifices. Demonstrate leadership by building on WDVAsDemonstrate leadership by building on WDVAs

educational missioneducational mission

Continue to achieve growth in museum programsContinue to achieve growth in museum programs
http://www.facebook.com/album.php?profile&id=16021850972http://www.facebook.com/album.php?profile&id=16021850972


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Making a difference for WisconsinMaking a difference for Wisconsin

and Wisconsin veteransand Wisconsin veterans


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Questions/CommQuestions/Comm

ents?ents?Ken Black, ActingKen Black, Acting

SecretarySecretary



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WisconsinsWisconsinsVeterans TrustVeterans Trust

FundFundAn OverviewAn Overview


V t T t F d Hi t


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Veterans Trust Fund History

Only permanent funding Source:

The 1947-51 Liquor Tax

Predecessor fund begun in 1943 with an income tax surtaxPredecessor fund begun in 1943 with an income tax surtax Predecessor funding from liquor tax, 1947 1951Predecessor funding from liquor tax, 1947 1951 Funding of the VTF:Funding of the VTF:

Ten General Fund Appropriations, 1947-88Ten General Fund Appropriations, 1947-88 Five Investment Board and General Fund loans, 1969-75Five Investment Board and General Fund loans, 1969-75 WHEDA Loan Portfolio Proceeds (1991)WHEDA Loan Portfolio Proceeds (1991) Two Mortgage Loan Repayment Fund Cash/Asset transfers (1991,Two Mortgage Loan Repayment Fund Cash/Asset transfers (1991,

1993)1993)

Asset Sales and (1997)Asset Sales and (1997) The Veterans Trust Fund provides benefits and operatingThe Veterans Trust Fund provides benefits and operating

costs for the Department, and is separate from Mortgagecosts for the Department, and is separate from Mortgage

Loan Repayment FundLoan Repayment Fund


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Veterans Trust Fund Synopsis,

FY08 year-endThe Veterans Trust Fund, with a preliminary fiscalyear end 2008 asset total of $62.6 million, iscomposed of $23.6 million in cash and cashequivalents and $39 million in non-cash assets.

All $23.6 million of cash and cash equivalents is

invested in the State Investment Fund managed bySWIB as required by state statute.

Non-cash assets include: $26 million of unpaid principal balance of

personal loans, $4.4 million of unpaid principal balance ofvarious loan portfolios in runoff, $200,000 of other receivables, $69,000 of prepaid insurance, and $8.3 million of capital assets net of accumulated


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Current Trust Fund Status

The Veterans Trust Fund (VTF) receives limited support

from loan repayments and interest from investments

The VTF supports loans and grants to veterans, and most

of the State of Wisconsins benefits, programs, and servicesfor veterans;

Exceptions are: Veterans Homes, supported by Program Revenue;

The state veterans home loan program, funded through federally tax-exemptbonding; The Wisconsin G.I. Bill tuition remission, which is partially funded through GPR

($11.6 million), with the remaining costs ($40 million) covered by local resources

and increased tuition payments; The Wisconsin Veterans and Surviving Spouses Property Tax Credit, which is

GPR-funded.


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VTF Year-End BalanceVTF Year-End Balance

Cash and AssetsCash and Assets

$-

$20,000,000

$40,000,000

$60,000,000

$80,000,000

$100,000,000

$120,000,000

$140,000,000

$160,000,000

$180,000,000

FY

83

FY

85

FY

87

FY

89

FY

91

FY

93

FY

95

FY

97

FY

99

FY

2001

FY

2003

FY

2005

FY

2007

Total Assets (Including Cash)

Cash


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VTF Ending Cash BalancesVTF Ending Cash BalancesFY09 Expenditures at Budgeted Levels except for $3FY09 Expenditures at Budgeted Levels except for $3

Million in PLP Loan and an increase in ANV, a $7MMillion in PLP Loan and an increase in ANV, a $7M

Transfer and WDVAs 2009-11 Biennial BudgetTransfer and WDVAs 2009-11 Biennial Budget

Approved as SubmittedApproved as Submitted

Actual Fiscal Year End Balance Estimated Fiscal Year EndBalancesFor discussion purposes only.For discussion purposes only.

ummary oummary o


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Programs &Operating Activities

51.1%

Grants Disbursed21.8%

LoanActivity27.1%

ummary oummary oExpenditures FY07-08:Expenditures FY07-08:

($18.9 million)($18.9 million)

All VTF ExpendituresAll VTF Expenditures


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Employee Payments

28.0%

Personal Loan Program

Originations

26.5%

Other Operating Expenses

0.5%

Interest Payments

0.2%

sportation Grants

1.1%

Subsistence Aid Grants

0.6%

Health Care Aid Grants4.8%

Retraining Grants

0.5%

County Veterans

Service Grants

1.7%

Education Grants

12.1% Repayment ofLong-Term Debt

0.3%Building Fund Transfers and

Municipal Services

0.3%

ome for Needy Veterans

0.1%

Aid to Indigent Veterans

0.5%

Grants to Veterans

ervice Organizations

0.5%

Cash Payments to Suppliers

18.9%

Capital Assets

3.6%

All VTF ExpendituresAll VTF Expenditures

FY07-08: ($18.9 million)FY07-08: ($18.9 million)

ummary oummary o


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Receipts from

Customers

0.9% Interest Income

20.1%

Loan Repayments

67.5%

Other Income

11.5%

ummary oummary oRevenues FY07-08:Revenues FY07-08:

$15.4 million$15.4 million

All VTF RevenuesAll VTF Revenues


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All VTF RevenuesAll VTF Revenues

FY07-08: $15.4 millionFY07-08: $15.4 million

Personal Loans

60.1%

Revenues from SWIB Portfolio

0.5%

Fede ral Grants

5.2%

Fede ral Payments for Building

Construction

3.8%

Other Gifts and

Donations0.2%

efund of Prior Year Expenditures

0.0%

Other Receipts

from Custome rs

0.0%

GeneralSales

0.5%

Loan Servicing Fee s

0.3%

Miscellaneous

Revenues

0.9%

Vete rans License Plates

0.8%

Tax-Check-Off Donations

0.7%

Loan Interest

13.5%

Investment and

Interes t on Cash

6.6%

Mortgage Loans5.9%

HILP Loans

0.7%

Acquired Revenue Bonds

0.0%

Consumer Loans

0.0%

Economic Ass istance Loans

0.1%

Second Mortgage Loans

0.2%


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7.00%

SWIB Interest EarningsSWIB Interest EarningsPlummeted in 2001, 2008Plummeted in 2001, 2008


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Veterans Trust FundVeterans Trust FundSolvencySolvency

Whats been DoneWhats been DoneAlreadyAlready

10-Year Solvency Plan10-Year Solvency Plan


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10-Year Solvency Plan10-Year Solvency Planfor the Veterans Trustfor the Veterans Trust

FundFund Initiated in 2003 by WDVA under Sec. Scocoss direction, withInitiated in 2003 by WDVA under Sec. Scocoss direction, with

Stakeholder involvementStakeholder involvement Requested by WDVA, recommended by Governor, passed byRequested by WDVA, recommended by Governor, passed by

Legislature and enacted nearly intact, the plan:Legislature and enacted nearly intact, the plan: Decreased ExpendituresDecreased Expenditures

Deep administrative cost cuts, including $9 million in unexpended budgetDeep administrative cost cuts, including $9 million in unexpended budget

authority.authority. Brought collections in-house, adding savings and collections gainsBrought collections in-house, adding savings and collections gains Most programs restructuredMost programs restructured

Payer of Last ResortPayer of Last Resort Neediest of the NeedyNeediest of the Needy Increased fiscal/administrative efficiencyIncreased fiscal/administrative efficiency

Increased RevenuesIncreased Revenues Brought underwriting/servicing of PLPs in-houseBrought underwriting/servicing of PLPs in-house

New Wisconsin Salutes Veterans license plateNew Wisconsin Salutes Veterans license plate New Tax form designated donation lineNew Tax form designated donation line Four major federal law changes for QVMB home loan program revitalizationFour major federal law changes for QVMB home loan program revitalization

Bought Additional Time (late 2013 versus early FY07)Bought Additional Time (late 2013 versus early FY07)

ort- erm trateg es


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ort- erm trateg esfor the Veterans Trust

Fund Increased RevenueShift Veterans Museum funding from VTF to

GPR (WDVA budget request item)

Other Cash infusion or loan (GPR or other)?

Temporary new revenue source(s)?

Decreased ExpendituresPlanned decrease of lending (Personal Loan

Program) to drawdown asset base

ong- erm trateg es


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ong- erm trateg esfor the Veterans Trust

Fund Increased Revenue Further shift of expenditures to GPR or other

revenue source(s), especially program

operations & agency administration (non-grant, non-loan expenditures)

Permanent new State or Federal revenuesource(s) GPR or other

Decreased Expenditures Cessation of lending (Personal Loan Program)

and drawdown of asset base

Program Reduction or Elimination ?

Long-Term Strategiesong- erm trateg es


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Long-Term Strategiesong- erm trateg esfor the Veterans Trustfor the Veterans Trust

FundFund Increased RevenueIncreased Revenue Further shift of expenditures to GPR,Further shift of expenditures to GPR,

especially program operations & agencyespecially program operations & agency

administration (non-grant, non-loanadministration (non-grant, non-loanexpenditures)expenditures) Permanent new State or Federal revenuePermanent new State or Federal revenue

source(s) GPR or othersource(s) GPR or other

Decreased ExpendituresDecreased Expenditures Cessation of lending (Personal LoanCessation of lending (Personal Loan

Program) and drawdown of asset baseProgram) and drawdown of asset base Program Reduction or Elimination ?Program Reduction or Elimination ?


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ents?ents?Anthony HardieAnthony Hardie

Executive Assistant forExecutive Assistant forLegislative, Public &Legislative, Public &

Intergovernmental AffairsIntergovernmental Affairs


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The GovernorsThe GovernorsBudget RelatedBudget Related

to Veteransto VeteransAn OverviewAn Overview


2009 11 Biennial2009-11 Biennial


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2009-11 Biennial2009-11 Biennial

BudgetBudget

Major WDVA Budget InitiativesMajor WDVA Budget Initiatives Shift Veterans Museum costs from VTF to GPR for improvedShift Veterans Museum costs from VTF to GPR for improved

Solvency [NOT RECOMMENDED, but Governor continuesSolvency [NOT RECOMMENDED, but Governor continues

existing $295,500/FY GPR for Museum operations]existing $295,500/FY GPR for Museum operations] Increase home loan bonding cap by $195 million allow for newIncrease home loan bonding cap by $195 million allow for new

home loans [RECOMMENDED]home loans [RECOMMENDED]

Staff Mission: Welcome Home needed Outreach position(s)Staff Mission: Welcome Home needed Outreach position(s)

[RECOMMENDED, BUT SEG-VTF NOT GPR][RECOMMENDED, BUT SEG-VTF NOT GPR]

King Veterans Home services: pharmacy staff (adds overallKing Veterans Home services: pharmacy staff (adds overallsavings); mental health services [RECOMMENDED]savings); mental health services [RECOMMENDED]

Shift of VeteransShift of Veterans


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Shift of VeteransShift of VeteransMuseum from VTF toMuseum from VTF to

GPR not recommendedGPR not recommendedFY09

AdjustedBase

FY09Position

s

AGENCY REQUEST Governor's Budget

FY10 FY10Positions

FY11 FY 11Positio

ns

FY10 FY10Positions

FY11 FY11Position

s

GPR $2,368,100

0.00 $3,969,600

12.65 $3,985,800

12.65 $2,392,200

0.00 $2,380,000

0.00

SEG $59,608,6

00

119.55 $53,527,

700

107.70 $52,854,

800

107.70 $49,050,

700

120.55 $48,645,

300

120.75

overnor s


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overnor sRecommendations as

requested by WDVA, ctd

Wisconsin Veterans HomesWisconsin Veterans Homes New 2.0 FTE Pharmacy staff to capture additionalNew 2.0 FTE Pharmacy staff to capture additional

Medicare Part D revenues (PR)Medicare Part D revenues (PR)

Mental Health expansion with 2.0 FTE (PR)Mental Health expansion with 2.0 FTE (PR)

Moveable equipment/safety one-time costs (PR)Moveable equipment/safety one-time costs (PR) Creating a Veterans Benefits Specialist at the KingCreating a Veterans Benefits Specialist at the King

Home to assist members in obtaining federal benefitsHome to assist members in obtaining federal benefits

(PR)(PR)

Night/Weekend Differential increase (PR)Night/Weekend Differential increase (PR) Food Cost increases, fuel/utility reestimates (PR)Food Cost increases, fuel/utility reestimates (PR)

overnor s


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Wisconsin Veterans CemeteriesWisconsin Veterans Cemeteries Cemetery cost increases due to decrease in federalCemetery cost increases due to decrease in federal

reimbursement (Shift from FED to PR)reimbursement (Shift from FED to PR)

Southern Wis. Veterans Mem. Cem. Chapel repairsSouthern Wis. Veterans Mem. Cem. Chapel repairs

(SEG one-time)(SEG one-time)

Military Funeral Honors service org. stipends (GPR)Military Funeral Honors service org. stipends (GPR)

Fuel/Utility upwards reestimates (PR & SEG-VTF)Fuel/Utility upwards reestimates (PR & SEG-VTF)

overnor s


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requested byWDVA, ctd

Veterans Programs & ServicesVeterans Programs & Services Veterans Assistance Program reestimates due to increasing costs,Veterans Assistance Program reestimates due to increasing costs,

increase in FED per diem (FED, SEG, PR)increase in FED per diem (FED, SEG, PR)

Shift in funding of Aid to Indigent Veterans Program (SEG-VTF toShift in funding of Aid to Indigent Veterans Program (SEG-VTF to

PR-Homes)PR-Homes)

Tribal and CVSO grant program pop. increases (Tribal, SEG-VTF)Tribal and CVSO grant program pop. increases (Tribal, SEG-VTF)

Aid to Needy Veterans Grant budget increase (SEG-VTF)Aid to Needy Veterans Grant budget increase (SEG-VTF)

Veterans Trust Fund Foundation feasibility study (SEG-VTF)Veterans Trust Fund Foundation feasibility study (SEG-VTF)

overnor s


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Veterans Programs & ServicesVeterans Programs & Services Increase in public/private receiptsIncrease in public/private receipts

Increase in municipal service costs (PR & SEG-VTF)Increase in municipal service costs (PR & SEG-VTF)

VetEd grant downward reestimate due to new federal Post-9/11 G.I. Bill receipts (SEG-VTF)VetEd grant downward reestimate due to new federal Post-9/11 G.I. Bill receipts (SEG-VTF)

Reduction in Personal Loan Program lending by $5 million in FY10, FY11 (SEG-VTF)Reduction in Personal Loan Program lending by $5 million in FY10, FY11 (SEG-VTF)

Standard Budget AdjustmentsStandard Budget Adjustments

Authorization of VAP (homeless) funding for Single-Room Occupancy housing (VTF-SEG, PR-Authorization of VAP (homeless) funding for Single-Room Occupancy housing (VTF-SEG, PR-FED)FED)

Elimination of VetEd pre-application requirement; authorization for Admin. Code deadlinesElimination of VetEd pre-application requirement; authorization for Admin. Code deadlines

overnor s


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overnor sRecommendations that

differfrom WDVA Requests

Mission Welcome Home Staffing (Requested 1.0 FTE GPR; Recommendation forMission Welcome Home Staffing (Requested 1.0 FTE GPR; Recommendation for1.0 FTE SEG-VTF)1.0 FTE SEG-VTF)

Compliance Auditor 1.0 FTE (Requested reduction in VTF-SEG FTE and budgetCompliance Auditor 1.0 FTE (Requested reduction in VTF-SEG FTE and budget

and PR-Homes funding; Recommended increased VTF-SEG FTE and funding)and PR-Homes funding; Recommended increased VTF-SEG FTE and funding)

Mortgage Loan Repayment Fund feasibility study (SEG-MLRF) (Recommended,Mortgage Loan Repayment Fund feasibility study (SEG-MLRF) (Recommended,

but subject to DOA review and approval)but subject to DOA review and approval)

Museum infrastructure repairs (Requested one-time $224,800 SEG-VTF;Museum infrastructure repairs (Requested one-time $224,800 SEG-VTF;Recommended $79,200)Recommended $79,200)

Debt Service downward reestimatesDebt Service downward reestimates

FY10/11 WDVA Requests


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FY10/11 WDVA Requestsnot Recommended

Funding shift for Veterans MuseumFunding shift for Veterans Museum

operating costs and staff from VTF to GPRoperating costs and staff from VTF to GPR

($1,676,200 and 11.65 FTE in FY10, FY11)($1,676,200 and 11.65 FTE in FY10, FY11)

WVH-King Preventive Maintenance (2.0 FTEWVH-King Preventive Maintenance (2.0 FTE

and $93,700 PR, FY10, FY11)and $93,700 PR, FY10, FY11)

Public Debt Proceeds (SEG-MLRF)Public Debt Proceeds (SEG-MLRF)

FY1 /11 WDVA


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FY1 /11 WDVABudgetBudget

Governors BudgetGovernors Budget FY09Adjusted

Base

WDVA AGENCY REQUEST GOVERNORSRECOMMENDATIONS - WDVA

FY10 Changeover

previous year

FY11 Change

overprevi

ousyear

FY10 Changeover

previous year

FY11 Change overprevio

us

year

GPR $2,368,100 $3,969,600

$1,601,500

$3,985,800

$16,200

$2,392,200

$24,100 $2,380,000

-$12,20

0

FED $2,008,100 $2,070,000

$61,900 $2,207,000

$137,000

$2,070,000

$61,900 $2,207,000

$137,000

PR $82,660,400 $92,039,700

$9,379,300

$92,846,200

$806,500

$90,331,300

$7,670,900

$91,904,500

$1,573,200

SEG $59,608,600 $53,527,700

-$6,080,90

0

$52,854,800

-$672,9

00

$49,050,700

-$10,557,9

00

$48,645,300

-$405,40

0

TOTAL

$146,645,200 $151,607,000

$4,961,800

$151,893,800

$286,800

$143,844,200

-$2,801,00

0

$145,136,800

$1,292,600

WDVA FY10/11WDVA FY10/11


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WDVA FY10/11WDVA FY10/11

Position RequestsPosition Requests

Net Shift of 11.45 FTE,Net Shift of 11.45 FTE, Not RecommendedNot RecommendedShift 11.45 FTE from VTF to GPR Wis. Veterans MuseumShift 11.45 FTE from VTF to GPR Wis. Veterans Museum[Not recommended][Not recommended]

Net Increase of 8.4 FTE Requested,Net Increase of 8.4 FTE Requested, 6.4 FTE6.4 FTERecommendedRecommended

1.0 FTE Staffing Mission Welcome Home Outreach 6003 GPR1.0 FTE Staffing Mission Welcome Home Outreach 6003 GPR

[Recommended, but SEG-VTF instead of GPR][Recommended, but SEG-VTF instead of GPR]

0.2 FTE Compliance Auditor 6101 PR [Recommended, but0.2 FTE Compliance Auditor 6101 PR [Recommended, butSEG-VTF not PR]SEG-VTF not PR] 0.2 FTE Wis. National Guard Museum Curator 6601 GPR0.2 FTE Wis. National Guard Museum Curator 6601 GPR

[Recommended, but SEG-VTF not GPR][Recommended, but SEG-VTF not GPR]

3.0 FTE Mental Health, King 5202 PR [Recommended]3.0 FTE Mental Health, King 5202 PR [Recommended] 2.0 FTE Pharmacy, King 5108 PR [Recommended]2.0 FTE Pharmacy, King 5108 PR [Recommended]

FY10/11 WDVAFY10/11 WDVA


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FY09Adjusted

Base

AGENCY REQUEST Governor's Budget

FY10 Changeover

previous

year

FY11 Change overprevio

usyear

FY10 Changeover

previou

s year

FY11 Changeover

previou

s year

GPR 0.00 12.65 12.65 12.65 0.00 0.00 0.00 0.00 0.00

FED 13.50 10.50 -3.00 10.50 0.00 10.50 -3.00 10.50 0.00

PR 974.85 985.45 10.60 985.45 0.00 981.85 7.00 981.85 0.00

SEG 119.55 107.70 -11.85 107.70 0.00 120.75 1.20 120.75 0.00

TOTAL

1,107.90 1,116.30 8.40 1,116.30 0.00 1,113.10 5.20 1,113.10 0.00

FY10/11 WDVAFY10/11 WDVA

PositionsPositions

Governors BudgetGovernors Budget

Across-the-Board 1%Across-the-Board 1%


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Across the Board 1%Across the Board 1%Reductions & TransfersReductions & Transfers

to the General Fundto the General FundAcross-the-Board 1% Reductions in Governor's BudgetImpact on WDVA

FY10 Positions FY11 Positions FY10-11Total

GPR -$8,900 0.00 -$8,900 0.00 -$17,800

FED -$800,700 0.00 -$800,700 0.00 -$1,601,400

PR -$1,400 0.00 -$1,400 0.00 -$2,800

SEG -$275,000 0.00 -$275,000 0.00 -$550,000

TOTAL -$1,086,000 0.00 -$1,086,000 0.00 -$2,172,000

FY10/11 Bed TaxFY10/11 Bed Tax


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FY10/11 Bed TaxFY10/11 Bed TaxIncrease -Impact on Wis.Increase -Impact on Wis.

Veterans HomesVeterans HomesBed Tax Increase - Governor's BudgetImpact on WDVAs Wisconsin Veterans Homes

FY10 FY11 FY10-11Total

PR (WVH-King) $756,900 $756,900 $1,513,800

PR (WVH-Union

Grove)

??? ??? ???

TOTAL $756,900$756,900 $1,513,800

Governors Budget and theGovernors Budget and the


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Governor s Budget and theGovernor s Budget and the

Wisconsin G.I. Bill tuitionWisconsin G.I. Bill tuition

remissionremission Continues current eligibility.Continues current eligibility. Makes technical amendment required for schools toMakes technical amendment required for schools to

receive Fed direct tuition/fee payments.receive Fed direct tuition/fee payments.

Require veterans eligible for the new federal Post-9/11Require veterans eligible for the new federal Post-9/11

G.I. Bill to use those benefits first, thereby ensuringG.I. Bill to use those benefits first, thereby ensuringmaximum capture of FED.maximum capture of FED.

Requires HEAB to make up the difference in a paymentRequires HEAB to make up the difference in a paymentto students eligible for both Old (Ch. 30-MGIB; Ch. 35to students eligible for both Old (Ch. 30-MGIB; Ch. 35DEA) and New (Post 9/11) G.I. Bill benefits.DEA) and New (Post 9/11) G.I. Bill benefits.

Determination of the difference shall be made by HEABDetermination of the difference shall be made by HEABin consultation with the Board of Regentsin consultation with the Board of Regents

DOR Veterans andDOR Veterans and


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DOR Veterans andDOR Veterans andSurviving SpousesSurviving Spouses

Property Tax CreditProperty Tax CreditThere wereThere were no recommended changesno recommended changes to currentto currentlaw affecting eligibility for the Wisconsin Veteranslaw affecting eligibility for the Wisconsin Veteransand Surviving Spouses Property Tax Credit.and Surviving Spouses Property Tax Credit.

Prior eligibility expansionsPrior eligibility expansions enacted in the lastenacted in the lastbiennial budget take effect for qualifying propertybiennial budget take effect for qualifying propertytaxes paid in 2009, which may be claimed under thetaxes paid in 2009, which may be claimed under thecredit beginning in 2010.credit beginning in 2010. Elimination of age requirement (currently age 65+)Elimination of age requirement (currently age 65+) Liberalization of residency requirement to 5 continuousLiberalization of residency requirement to 5 continuous

years (currently requires residency at the time of entryyears (currently requires residency at the time of entry

onto active duty)onto active duty) Expansion of eligibility to veterans determined to beExpansion of eligibility to veterans determined to betotally disabled due to unemployability (currentlytotally disabled due to unemployability (currentlyrequires a schedular 100% disability rating).requires a schedular 100% disability rating).


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ents?ents?Anthony HardieAnthony Hardie

Executive Assistant forExecutive Assistant forLegislative, Public &Legislative, Public &

Intergovernmental AffairsIntergovernmental Affairs


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Making a difference for Wisconsin

and Wisconsin veterans

State LegislativeState Legislative


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InitiativesInitiatives

Federal G.I. Bill issuesFederal G.I. Bill issues Marriage of federal Post-9/11 G.I. Bill and stateMarriage of federal Post-9/11 G.I. Bill and state

educational programseducational programs

Maximize federal dollars coming into the stateMaximize federal dollars coming into the stateto supplant PR/GPR for WisGIBillto supplant PR/GPR for WisGIBill

Technical changesTechnical changes

Possible fully-funded substantive changesPossible fully-funded substantive changes

(residency liberalization, etc.)(residency liberalization, etc.)



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InitiativesInitiatives

Legislation to provide Council authority to interviewLegislation to provide Council authority to interview

prospective members and provide a report to the Legislatureprospective members and provide a report to the Legislature

Legislation to add new member groups to Wisconsin CouncilLegislation to add new member groups to Wisconsin Council

on Veterans Programson Veterans Programs American G.I. ForumAmerican G.I. Forum

Gold Star WivesGold Star Wives

Update Membership ofUpdate Membership of

Council on Veterans ProgramsCouncil on Veterans Programs


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Key Federal InitiativesKey Federal Initiatives

Maximize federal dollars coming intoMaximize federal dollars coming intothe state (federal advocacy)the state (federal advocacy) Further QVMB home loan program improvementsFurther QVMB home loan program improvements

Removal of 25-year delimiting dateRemoval of 25-year delimiting date

Refinancing authorizationRefinancing authorization

Expansion of administrative add-on (to 1.5%, from 1.125%)Expansion of administrative add-on (to 1.5%, from 1.125%)

Burial Plot Allowance increaseBurial Plot Allowance increase Currently $300/burial. Wis. state burial cost is more efficientCurrently $300/burial. Wis. state burial cost is more efficient

than federal govt, but is still $1,000/burial. VTF pays thethan federal govt, but is still $1,000/burial. VTF pays thedifference.difference.

Outreach Funding. Currently, state DVAs receive $0Outreach Funding. Currently, state DVAs receive $0for outreach to veterans, claims assistance, etc.for outreach to veterans, claims assistance, etc.

State veterans homes funding issues.State veterans homes funding issues.

VTF C h FlVTF Cash Flo


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VTF Cash FlowVTF Cash FlowAs of June 30, 2008As of June 30, 2008

Beginning Cash Balance,July 1, 2007

$27,231,600$27,231,600

Total RevenuesTotal Revenues $15,42,500$15,42,500

Total ExpendituresTotal Expenditures -$1,66,600-$1,66,600

Net Change for 2007-0Net Change for 2007-0 -$3,43,500-$3,43,500

Closing Cash Balance, June30, 200

$23,793,500$23,793,500

Wdva Overview Ppt 2 - Ppt2003 (2)

Documents

Transcript of Wdva Overview Ppt 2 - Ppt2003 (2)