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    • Back to Coverdell/ESAs [Education Savings Accounts] [1]

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    Coverdell/ESAs [Education Savings Accounts] [1]
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    FOIA Number: 2014-0226-F FOIA MARKER This is not a textual record. This is used as an administrative marker by the William J. Clinton Presidential Library Staff. Collection/Record Group: Clinton Presidential Records Subgroup/Office of Origin: Legislative Affairs Series/Staff Member: Joanna Slaney Subseries: OA/ID Number: 21932 FolderID: Folder Title: Coverdell / ESA's [Education Savings Accounts] [1] Stack: Row: Section: Shelf: Position: S 26 1 2 1 PHOTOCOPY PRESERVATION s 11:30 Fatelligence Confence Report I High Hopes is at € { 2000/03/02 TIME: 11-45, Thu. 106TH SENATE, SECOND SESSIOhtp://srs.senate.gov/cgi-bin/BOLD.p/current/02114505.htmlcoverdl BECAUSE WE KNOW THAT WITH 15 OR 18 KIDS IN A CLASSROOM, THERE IS A BETTER RELATIONSHIP BETWEEN TEACHER AND STUDENTS AND EDUCATION IS MUCH MORE EFFECTIVE, THAN IF A TEACHER IS TEACHING IN A CLASSROOM WITH 30 OR 35 STUDENTS. WE NEED MORE TEACHERS TO REDUCE CLASSROOM SIZE. AND SECOND, WE ALSO WANT TO IMPROVE AND {11:53:24} (MR. DORGAN) i NOT AN OFFICIAL TRANSCRIPT} RENOVATE SCHOOLS THAT ARE IN THE CONDITION THAT I'VE JUST DESCRIBED EXISTS IN CANNONBALL AND 00 -- AND OJIBWA. THAT OUGHT NOT TO EXIST. AND IT OUGHT NOT BE RESOLVED BY SOME SCHEME TO GIVE TAX CUTS. FOR EVERY ACRE OF PAIN, WE'VE GOT SOME SENATOR WHO TROTS OUT TO THE SENATE AND SAYS, WELL, I'VE GOT A NEW IDEA. LET'S PROVIDE A TAX CUT. THAT'S NOT A NEW IDEA. THAT'S JUST A SUBSTITUTE FOR WHAT WE OUGHT TO DO TO FIX REAL PROBLEMS IN EDUCATION. AND EVERY TIME SOMEONE SUGGESTS ANYTHING THAT DESCRIBES SOME KIND OF NATIONAL ASPIRATION OR GOAL, SOMEONE {11:53:59} (MR. DORGAN) i NOT AN OFFICIAL TRANSCRIPT} ELSE POPS UP AND SAYS, "OH, SO YOU WANT SOME FEDERAL BUREAUCRAT TO RUN THE EDUCATION SYSTEM." THE ANSWER TO THAT IS NO, OF COURSE NOT. BUT LET'S NOT BRAG ABOUT HAVING NO NATIONAL GOALS OR ASPIRATIONS NATIONALLY AS A COUNTRY FOR OUR EDUCATION SYSTEM. LET'S STOP BRAGING ABOUT THAT. THAT OUGHT TO BE A SOURCE OF DESPAIR. WE AS A COUNTED TRIOUGHT TO HAVE NATIONAL-- --WE AS A COUNTRY OUGHT TO HAVE NATIONAL GOALS ABOUT WHAT WE WANT TO PRODUCE IN A NATIONAL SYSTEM. AND IF WE DEVELOP THOSE GOALS, THEN WE WILL ALSO ACCEPT OUR RESPONSIBILITY TO IMPROVE {11:54:32} (MR. DORGAN) i NOT AN OFFICIAL TRANSCRIPT} OUR SCHOOLS, INVEST IN OUR SCHOOLS, RENOVATE, REPAIR AND REBUILD AND REDUCE CLASSROOM SIZE. WE KNOW THAT WORKS. AND WE KNOW HOW TO DO IT IF WE HAVE ENOUGH PEOPLE WHO WILL STAND UP HERE IN THE UNITED STATES SENATE AND CAST THE RIGHT VOTES. MR. PRESIDENT, I YIELD THE FLO FLOOR. AND, MR. PRESIDENT, I WILL NOT SEEK A VOTE AT THIS POINT. MY UNDERSTANDING IS THAT MY AMENDMENT WILL BE SET ASIDE AND DEALT WITH AT A LATER TIME. MR. {11:55:02 NSP} (MR. COVERDELL) i NOT AN OFFICIAL TRANSCRIPT | PRESIDENT, I YIELD THE FLO FLOOR. MR. COVERDELL: MR. PRESIDENT? 111:55:05 NSP} (THE PRESIDING OFFICER) / NOT AN OFFICIAL TRANSCRIPT } THE PRESIDING OFFICER: THE SENATOR FROM GEORGIA. 111:55:10 NSP} (MR. COVERDELL) / NOT AN OFFICIAL TRANSCRIPT : MR. COVERDELL: MR. PRESIDENT, THE MANAGERS HAVE BEEN WORKING TO TRY TO GET SOME PARAMETERS ON THESE AMENDMENTS. LET ME PROPOUND THE UNANIMOUS CONSENT. I ASK CONSENT THE FOLLOWING AMENDMENTS BE THE ONLY REMAINING FIRST-DEGREE AMENDMENTS IN ORDER, LIMITED TO 30 MINUTES EQUALLY DIVIDED, EXCEPT WHERE NOTED DIFFERENTLY -- TO BE EQUALLY DIVIDED, AND ALL AMENDMENTS SUBJECT TO 4 of 8 3/2/2000 12:12 PM { 2000/03/02 TIME: 11-45, Thu. 106TH SENATE, SECOND SESSIOhttp://srs.senate.gov/cgi-bin/BOLD.pl/current/02114505.html?coverdel RELEVANT SECOND-DEGREES UNDER 20-MINUTE TIME CONSTRAINT, AND THE FOLLOWING -- AND FOLLOWING THE DISPOSITION OF THESE {11:55:42} (MR. COVERDELL) / NOT AN OFFICIAL TRANSCRIPT} AMENDMENTS, THE BILL IMMEDIATELY ADVANCE TO THIRD READING AND PASSAGE OCCUR ALL WITHOUT ANY INTERVENING ACTION OR DEBATE. THOSE AMENDMENTS ARE: A SCHUMER AMENDMENT, A FEINSTEIN AMENDMENT ON STANDARDS, ONE HOUR EQUALLY DIVIDED; A KENNEDY AMENDMENT, 90 MINUTES EQUALLY DIVIDED R E. TEACHER QUALITY; KERRY AMENDMENT TEACHER QUALITY; BOXER AMENDMENT, SAFETY AND PROTECTION IN SCHOOLS, 90 MINUTES EQUALLY DIVIDED; WELLSTONE REGARDING SCHOOL COUNSELORS, 90 MINUTES EQUALLY DIVIDED; DORGAN, {11:56:17} (MR. COVERDELL) / NOT AN OFFICIAL TRANSCRIPT} R E. SCHOOL REPORT CARD, WHICH WE'VE JUST CONSIDERED; COVERDELL; REID; KENNEDY R.E. PELL GRANTS; A MANAGERS' AMENDMENT; GRAHAM REGARDING FEDERAL HOME LOAN BOARD; HATCH, REGARDING STUDENT LOAN INTEREST; GRAHAM OF FLORIDA NUMBER 2848, SCHOOL CONSTRUCTION; AND A GRAHAM OFF OFFSET. {11:56:40 NSP} (THE PRESIDING OFFICER) i NOT AN OFFICIAL TRANSCRIPT | THE PRESIDING OFFICER: IS THERE OBJECTION? 111:56:41 NSP} (MR. REID) i NOT AN OFFICIAL TRANSCRIPT} MR. REID: MR. PRESIDENT? {11:56:47 NSP} (THE PRESIDING OFFICER) i NOT AN OFFICIAL TRANSCRIPT} THE PRESIDING OFFICER: THE SENATOR FROM NEVADA. {11:56:49 NSP} (MR. REID) i NOT AN OFFICIAL TRANSCRIPT } MR. REID: THE -- WE WANT TO MAKE SURE THAT IF, IN FACT, THERE ARE RELEVANT SECOND-DEGREE AMENDMENTS, THAT -- NO, THAT WILL BE FINE. IT'S UNDER A 20-MINUTE TIME CONSTRAINT. THAT'S FINE. I WOULD ALSO NOTE THAT UNDER THE UNANIMOUS CONSENT DEALING WITH THE WELLSTONE AMENDMENT, HE WOULD HAVE 45 MINUTES OF THE HOUR. (11:57:09 NSP| (MR. COVERDELL) i NOT AN OFFICIAL TRANSCRIPT | MR. COVERDELL: WE CHANGED IT. (11:57:10 NSP) (MR. REID) i NOT AN OFFICIAL TRANSCRIPT} MR. REID: TO 90 MINUTES EQUALLY DIVIDED? 5 of 8 3/2/2000 12:12 PM { 2000/03/02 TIME: 11-45, Thu. 106TH SENATE, SECOND {11:57:13 NSP} (MR. COVERDELL) i NOT AN OFFICIAL TRANSCRIPT} MR. COVERDELL: YES. {11:57:16 NSP} (MR. REID) i NOT AN OFFICIAL TRANSCRIPT} MR. REID: AND FURTHER, THE HARKIN AMENDMENT HAS BEEN -- HARKIN HAS BEEN DELETED. DID YOU NOTE THAT? {11:57:22 NSP| (MR. COVERDELL) i NOT AN OFFICIAL TRANSCRIPT | MR. COVERDELL: I JUST DON'T HAVE IT. {11:57:25 NSP} (MR. REID) i NOT AN OFFICIAL TRANSCRIPT} MR. REID: SO IT WAS DELETED BEFORE YOU GOT T. THE OTHER ADDITION WOULD BE ANOTHER BOXER AMENDMENT DEALING WITH PESTICIDES. AND SHE ASKS FORO MINUTEON THAT. EQUALLY DIVIDED. {11:57:38 NSP} (MR. COVERDELL) i NOT AN OFFICIAL TRANSCRIPT } MR. COVERDELL: DID YOU ADD HARKIN? ELIMINATED HARKIN? {11:57:44 NSP} (MR. REID) i NOT AN OFFICIAL TRANSCRIPT} MR. REID: BUT WE ARE JUST AS A RESULT OF A NOTE JUST ADDED TO ME ADDING SENATOR BINGAMAN DEALING WITH TEACHERS, 30 MINUTES. 111:57:49 NSP; (MR. COVERDELL) / NOT AN OFFICIAL TRANSCRIPT | MR. COVERDELL: 30 MINUTES? (11:57:53 NSP} (MR. REID) i NOT AN OFFICIAL TRANSCRIPT} MR. REID: FOR HIM. (11:57:59 NSP} (MR. COVERDELL) i NOT AN OFFICIAL TRANSCRIPT} MR. COVERDELL: WELL, THAT WOULD BE AN HOUR EQUALLY DIVIDED, THEN. I ASSUME THE ONE ON PESTICIDES IS EDUCATION-RELATED? 6 of 8 3/2/2000 12:12 PM 2000/03/02 TIME: 11-45, Thu. 106TH SENATE, SECOND SESSIOhttp://srs.senate.gov/cgi-bin/BOLD.pl/current/02114505.html?coverdel {11:58:08 NSP} (MR. REID) { NOT AN OFFICIAL TRANSCRIPT} MR. REID: YES, IT IS. {11:58: 10 NSP) (MR. COVERDELL) i NOT AN OFFICIAL TRANSCRIPT | MR. COVERDELL: OKAY. ALL RIGHT, THE UNANIMOUS CONSENT -- THE ESIDING OFCER: IS OBJECTION? MR. -- {11:58:17 NSP} (MRS. BOXER) / NOT AN OFFICIAL TRANSCRIPT} MRS. BOXER: RESERVING THE RIGHT TO OBJECT. I SIMPLY WANT TO UNDERSTAND, I'VE BEEN WAITING SINCE LAST NIGHT TO OFFER AN AMENDMENT ON SAFETY IN SCHOOLS RELATING TO GUN VIOLENCE, AND I WAS TOLD ORIGINALLY THAT I'D BE THE FIRST DEMOCRATIC AMENDMENT UP TODAY. THERE WAS SOME OBCTION ON THE OTHER SIDE. AND I WONDER IF I COULD GET SOME IDEA FROM THE OTHER SIDE OF THE AISLE, IF NOT FROM MY OWN SIDE -- SENATOR REID'S BEEN TRYING TO GIVE ME ASSURANCES OF TIME -- WHEN I COULD FINALLY GET TO OFFER THAT AMENDMENT. {11:58:48 NSP} (MR. REID) i NOT AN OFFICIAL TRANSCRIPT} MR. REID: I SAY TO THE SENATOR FROM CALIFORNIA, WHO HAS BEEN HERE SINCE YESTERDAY, THAT WE ARE GOING -- SENATOR KENNEDY HAS BEEN DOING MANY THINGS TODAY. WE'RE WITH -- WITH THE PERMISSION OF THE MAJORITY, WHICH WE ALREADY OBTAINED THAT, HE'S GOING TO OFFER HIS AMENDMENT NT. WE WOULD HOPE FOLLOWING THAT WE WOULD BE ABLE TO GO TO THE BOXER AMENDMENT. {11:59:06 NSP} (MRS. BOXER) i NOT AN OFFICIAL TRANSCRIPT} MRS. BOXER: THANK YOU VERY MUCH, MY FRIENDS. NO OBJECTION. (11:59:16 NSP; (THE PRESIDING OFFICER) / NOT AN OFFICIAL TRANSCRIPT | THE PRESIDING OFFICER: WITHOUT OBJECTION, so ORDERED. {11:59:35 NSP} (THE PRESIDING OFFICER) { NOT AN OFFICIAL TRANSCRIPT} THE PRESIDING OFFICER: WHO SEEKS RECOGNITION? {11:59:35 NSP} (MR. KENNEDY) i NOT AN OFFICIAL TRANSCRIPT} MR. KENNEDY: MR. PRESIDENT? 3/2/2000 12:12 PM 7 of 8 { 2000/03/02 TIME: 11-45, Thu. 106TH SENATE, SECOND SESSIOhttp://srs.senate.gov/cgi-bin/BOLD.pl/current/02114505.hml?coverdel {11:59:39 NSP} (THE PRESIDING OFFICER) / NOT AN OFFICIAL TRANSCRIPT} THE PRESIDING OFFICER: THE SENATOR FROM MASSACHUSETTS. {11:59:43 NSP} (MR. KENNEDY) i NOT AN OFFICIAL TRANSCRIPT} MR. KENNEDY: I SEND AN AMENDMENT TO THE DESK AND ASK -- {11:59:43 NSP} (MR. REID) / NOT AN OFFICIAL TRANSCRIPT} MR. REID: WILL THE GENTLEMAN YIELD? I ASK UNANIMOUS CONSENT THAT THE PENDING AMENDMENT BE SET ASIDE. (12:00:02 NSP} (THE PRESIDING OFFICER) { NOT AN OFFICIAL TRANSCRIPT} THE PRESIDING OFFICER: WITHOUT OBJECTION, SO ORDERED. THE CLERK WILL REPORT. {END: 2000/03/02 TIME: 12-00, , Thu. 106TH SENATE, SECOND SESSION} { NOT AN OFFICIAL TRANSCRIPT OF THE SENATE PROCEEDINGS.} 8 of 8 3/2/2000 12:12 PM U.S. Senate http://www.senate.gov/legislative/legis_act_rollcall_week.html 783-396 UNITED LEGISLATIVE LEARNING ABOUT VISITING CONTACTING SENATORS COMMITTEES SEARCH ACTIVITIES THE SENATE THE SENATE THE SENATE STATES SENATE LEGISLATIVE ACTIVITIES Senate Roll Call Votes Taken This Week LEGISLATION, SCHEDULES, AND RULES RECENT FLOOR VOTES DETAILED ACTIVITIES The following roll call votes took place on the Senate floor Roll Call during the past week. Calendar Committee (Rollcall Vote No. 33 Leg. ) Action March 2, 2000, 9:03 PM Ex. Calendar BILL NO.: S.1134 Measures TITLE: S. 1134, as amended Nominations Treaties REQUIRED FOR MAJORITY: 1/2 RESULT: Bill Passed 6 Ds YEAS 61 Abraham Feinstein Mack Allard Fitzgerald McConnell Ashcroft Frist Murkowski Bennett Gorton Nickles Biden Gramm Roberts Bond Grams Roth Breaux Grassley Santorum Brownback Gregg Sessions Bunning Hagel Shelby Burns Hatch Smith (NH) Byrd Helms Smith (OR) Campbell Hutchinson Snowe Cleland Hutchison Specter Cochran Inhofe Stevens Collins Kerrey Thomas Coverdell Kohl Thompson Craig Kyl Thurmond Crapo Lieberman Torricelli DeWine Lott Voinovich Domenici Lugar Warner Enzi NAYS---37 2Rs Akaka Feingold Lincoln Baucus Graham Mikulski Bayh Harkin Moynihan Bingaman Hollings Murray Boxer Jeffords Reed Bryan Johnson Reid Chafee, Lincoln Kennedy Robb Conrad Kerry Rockefeller Daschle Landrieu Sarbanes Dodd Lautenberg Schumer Dorgan Leahy Wellstone Durbin Levin Wyden Edwards Not Voting---2 Inouye McCain 1 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rolcall_wek.html (Rollcall Vote No. 32 Leg. ) March 2, 2000, 8:47 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2879 TITLE: Durbin Amendment No. 2879 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Agreed to YEAS 91 Abraham Durbin Lincoln Akaka Edwards Lott Allard Enzi Lugar Ashcroft Feingold Mack Baucus Feinstein McConnell Bayh Fitzgerald Mikulski Bennett Frist Moynihan Biden Gorton Murkowski Bingaman Graham Murray Bond Gramm Reed Boxer Grams Reid Breaux Grassley Robb Brownback Hagel Roberts Bryan Harkin Rockefeller Bunning Hatch Roth Burns Hollings Santorum Byrd Hutchinson Sarbanes Campbell Hutchison Schumer Chafee, Lincoln Jeffords Sessions Cleland Johnson Shelby Cochran Kennedy Smith (OR) Collins Kerrey Snowe Conrad Kerry Specter Coverdell Kohl Stevens Craig Kyl Thomas Crapo Landrieu Thurmond Daschle Lautenberg Torricelli DeWine Leahy Warner Dodd Levin Wellstone Domenici Lieberman Wyden Dorgan NAYS---7 Gregg Nickles Thompson Helms Smith (NH) Voinovich Inhofe Not Voting 2 Inouye McCain (Rollcall Vote No. 31 Leg. ) March 2, 2000, 8:28 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2876 TITLE: Feinstein Amendment No. 2876 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Rejected YEAS 30 Baucus Durbin McConnell Boxer Feinstein Moynihan 2 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rollcall_week.html Breaux Hagel Robb Bryan Hutchinson Rockefeller Byrd Kohl Schumer Cleland Levin Sessions Coverdell Lieberman Shelby Daschle Lincoln Torricelli Dodd Lott Warner Dorgan Lugar Wyden NAYS 68 Abraham Feingold Leahy Akaka Fitzgerald Mack Allard Frist Mikulski Ashcroft Gorton Murkowski Bayh Graham Murray Bennett Gramm Nickles Biden Grams Reed Bingaman Grassley Reid Bond Gregg Roberts Brownback Harkin Roth Bunning Hatch Santorum Burns Helms Sarbanes Campbell Hollings Smith (NH) Chafee, Lincoln Hutchison Smith (OR) Cochran Inhofe Snowe Collins Jeffords Specter Conrad Johnson Stevens Craig Kennedy Thomas Crapo Kerrey Thompson DeWine Kerry Thurmond Domenici Kyl Voinovich Edwards Landrieu Wellstone Enzi Lautenberg Not Voting 2 Inouye McCain (Rollcall Vote No. 30 Leg. ) March 2, 2000, 8:12 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2878 TITLE: Wellstone Amendment No. 2878 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Rejected YEAS---29 Akaka Harkin Moynihan Baucus Hollings Murray Biden Johnson Reed Bingaman Kennedy Reid Boxer Kerrey Robb Conrad Landrieu Rockefeller Daschle Lautenberg Sarbanes Dorgan Leahy Torricelli Feingold Levin Wellstone Graham Mikulski NAYS 69 Abraham Durbin Lott Allard Edwards Lugar Ashcroft Enzi Mack Bayh Feinstein McConnell 3 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rollcall_week.html Bennett Fitzgerald Murkowski Bond Frist Nickles Breaux Gorton Roberts Brownback Gramm Roth Bryan Grams Santorum Bunning Grassley Schumer Burns Gregg Sessions Byrd Hagel Shelby Campbell Hatch Smith (NH) Chafee, Lincoln Helms Smith (OR) Cleland Hutchinson Snowe Cochran Hutchison Specter Collins Inhofe Stevens Coverdell Jeffords Thomas Craig Kerry Thompson Crapo Kohl Thurmond DeWine Kyl Voinovich Dodd Lieberman Warner Domenici Lincoln Wyden Not Voting---2 Inouye McCain (Rollcall Vote No. 29 Leg. ) March 2, 2000, 7:56 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2875 TITLE: Motion to Waive CBA Re: Bingaman Amendment No. 2875 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Rejected YEAS--41 Akaka Edwards Levin Baucus Feingold Lincoln Bayh Feinstein Mikulski Bingaman Graham Moynihan Boxer Harkin Murray Bryan Hollings Reed Chafee, Lincoln Johnson Reid Cleland Kennedy Robb Collins Kerrey Rockefeller Conrad Kerry Sarbanes Daschle Kohl Schumer Dodd Landrieu Wellstone Dorgan Lautenberg Wyden Durbin Leahy NAYS--57 Abraham Fitzgerald McConnell Allard Frist Murkowski Ashcroft Gorton Nickles Bennett Gramm Roberts Biden Grams Roth Bond Grassley Santorum Breaux Gregg Sessions Brownback Hagel Shelby Bunning Hatch Smith (NH) Burns Helms Smith (OR) Byrd Hutchinson Snowe Campbell Hutchison Specter Cochran Inhofe Stevens Coverdell Jeffords Thomas 4 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rolcall_week.hml Craig Kyl Thompson Crapo Lieberman Thurmond DeWine Lott Torricelli Domenici Lugar Voinovich Enzi Mack Warner Not Voting-- 2 Inouye McCain (Rollcall Vote No. 28 Leg. ) March 2, 2000, 7:42 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2873 TITLE: Boxer Amendment No. 2873 (Reconsidered) REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Rejected YEAS 49 Abraham Durbin Levin Akaka Edwards Lieberman Ashcroft Feingold Lincoln Baucus Feinstein Mikulski Bayh Fitzgerald Moynihan Biden Graham Murray Bingaman Harkin Reed Boxer Hollings Reid Breaux Johnson Robb Bryan Kennedy Rockefeller Byrd Kerrey Roth Chafee, Lincoln Kerry Sarbanes Cleland Kohl Schumer Conrad Landrieu Torricelli Daschle Lautenberg Wellstone Dodd Leahy Wyden Dorgan NAYS--49 Allard Gramm Murkowski Bennett Grams Nickles Bond Grassley Roberts Brownback Gregg Santorum Bunning Hagel Sessions Burns Hatch Shelby Campbell Helms Smith (NH) Cochran Hutchinson Smith (OR) Collins Hutchison Snowe Coverdell Inhofe Specter Craig Jeffords Stevens Crapo Kyl Thomas DeWine Lott Thompson Domenici Lugar Thurmond Enzi Mack Voinovich Frist McConnell Warner Gorton Not Voting- 2 Inouye McCain (Rollcall Vote No. 27 Leg. ) 5 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rollcal_week.html March 2, 2000, 7:23 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2873 TITLE: Boxer Amendment No. 2873 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Rejected YEAS--49 Abraham Durbin Levin Akaka Edwards Lieberman Ashcroft Feingold Lincoln Baucus Feinstein Mikulski Bayh Fitzgerald Moynihan Biden Graham Murray Bingaman Harkin Reed Boxer Hollings Reid Breaux Johnson Robb Bryan Kennedy Rockefeller Byrd Kerrey Roth Chafee, Lincoln Kerry Sarbanes Cleland Kohl Schumer Conrad Landrieu Torricelli Daschle Lautenberg Wellstone Dodd Leahy Wyden Dorgan NAYS--49 Allard Gramm Murkowski Bennett Grams Nickles Bond Grassley Roberts Brownback Gregg Santorum Bunning Hagel Sessions Burns Hatch Shelby Campbell Helms Smith (NH) Cochran Hutchinson Smith (OR) Collins Hutchison Snowe Coverdell Inhofe Specter Craig Jeffords Stevens Crapo Kyl Thomas DeWine Lott Thompson Domenici Lugar Thurmond Enzi Mack Voinovich Frist McConnell Warner Gorton Not Voting--2 Inouye McCain (Rollcall Vote No. 26 Leg. ) March 2, 2000, 7:01 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2874 TITLE: Coverdell Amendment No. 2874 As Modified REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Agreed to YEAS--96 Abraham Edwards Lincoln Akaka Enzi Lott Allard Feingold Lugar Ashcroft Feinstein Mack Baucus Fitzgerald McConnell 6 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rolcall_week.hm Bayh Frist Moynihan Bennett Gorton Murkowski Biden Graham Murray Bingaman Gramm Nickles Bond Grams Reed Boxer Grassley Reid Breaux Gregg Robb Brownback Hagel Roberts Bryan Harkin Rockefeller Bunning Hatch Roth Burns Helms Santorum Byrd Hollings Sarbanes Campbell Hutchinson Schumer Chafee, Lincoln Hutchison Sessions Cleland Inhofe Shelby Cochran Jeffords Smith (NH) Collins Johnson Smith (OR) Conrad Kennedy Snowe Coverdell Kerrey Specter Craig Kerry Stevens Crapo Kohl Thomas Daschle Kyl Thurmond DeWine Landrieu Torricelli Dodd Lautenberg Voinovich Domenici Leahy Warner Dorgan Levin Wellstone Durbin Lieberman Wyden NAYS--1 Thompson Not Voting- 3 Inouye McCain Mikulski (Rollcall Vote No. 25 Leg. ) March 2, 2000, 3:15 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2872 TITLE: Kennedy Amendment No. 2872 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Rejected YEAS---39 Akaka Feingold Levin Baucus Feinstein Lincoln Bayh Graham Mikulski Bingaman Harkin Moynihan Boxer Hollings Murray Bryan Inouye Reed Cleland Johnson Reid Conrad Kennedy Robb Daschle Kerrey Rockefeller Dodd Kerry Sarbanes Dorgan Landrieu Schumer Durbin Lautenberg Wellstone Edwards Leahy Wyden NAYS---60 Abraham Enzi Mack Allard Fitzgerald McConnell Ashcroft Frist Murkowski Bennett Gorton Nickles 3/3/2000 9:31 AM 7 of 16 U.S. Senate http://www.senate.gov/legislative/legis_act_rolcall_week.hml Biden Gramm Roberts Bond Grams Roth Breaux Grassley Santorum Brownback Gregg Sessions Bunning Hagel Shelby Burns Hatch Smith (NH) Byrd Helms Smith (OR) Campbell Hutchinson Snowe Chafee, Lincoln Hutchison Specter Cochran Inhofe Stevens Collins Jeffords Thomas Coverdell Kohl Thompson Craig Kyl Thurmond Crapo Lieberman Torricelli DeWine Lott Voinovich Domenici Lugar Warner Not Voting---1 McCain (Rollcall Vote No. 24 Leg. ) March 2, 2000, 2:52 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2869 TITLE: Roth Amendment No. 2869 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Agreed to YEAS--59 Abraham Feinstein McConnell Allard Fitzgerald Murkowski Ashcroft Frist Nickles Bennett Gorton Roberts Biden Gramm Roth Bond Grams Santorum Breaux Grassley Sessions Brownback Gregg Shelby Bunning Hagel Smith (NH) Burns Hatch Smith (OR) Campbell Helms Snowe Chafee, Lincoln Hutchinson Specter Cochran Hutchison Stevens Collins Inhofe Thomas Coverdell Jeffords Thompson Craig Kyl Thurmond Crapo Lieberman Torricelli DeWine Lott Voinovich Domenici Lugar Warner Enzi Mack NAYS--40 Akaka Feingold Levin Baucus Graham Lincoln Bayh Harkin Mikulski Bingaman Hollings Moynihan Boxer Inouye Murray Bryan Johnson Reed Byrd Kennedy Reid Cleland Kerrey Robb Conrad Kerry Rockefeller Daschle Kohl Sarbanes Dodd Landrieu Schumer 8 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rollal_week.lhtml Dorgan Lautenberg Wellstone Durbin Leahy Wyden Edwards Not Voting 1 McCain (Rollcall Vote No. 23 Leg. ) March 2, 2000, 2:18 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2870 TITLE: Graham Amendment No. 2870 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Rejected YEAS 25 Akaka Dodd Levin Baucus Graham Lieberman Biden Hollings Mikulski Boxer Inouye Robb Breaux Kerrey Rockefeller Bryan Kohl Torricelli Byrd Lautenberg Voinovich Cleland Leahy Wyden Daschle NAYS--73 Abraham Feinstein Mack Allard Fitzgerald McConnell Ashcroft Frist Murkowski Bayh Gorton Murray Bennett Gramm Nickles Bingaman Grams Reed Bond Grassley Reid Brownback Gregg Roberts Bunning Hagel Roth Burns Harkin Santorum Campbell Hatch Sarbanes Chafee, Lincoln Helms Schumer Cochran Hutchinson Sessions Collins Hutchison Shelby Conrad Inhofe Smith (NH) Coverdell Jeffords Smith (OR) Craig Johnson Snowe Crapo Kennedy Specter DeWine Kerry Stevens Domenici Kyl Thomas Dorgan Landrieu Thompson Durbin Lincoln Thurmond Edwards Lott Warner Enzi Lugar Wellstone Feingold Not Voting 2 McCain Moynihan (Rollcall Vote No. 22 Leg. ) March 2, 2000, 10:01 AM BILL NO.: S.1134 9 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rollcal_week.html AMENDMENT NO.: S.Amdt. 2827 TITLE: Mack Amendment No. 2827 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Agreed to YEAS 54 Abraham Frist Murkowski Allard Gorton Nickles Ashcroft Gramm Roberts Bennett Grams Roth Brownback Grassley Santorum Bunning Gregg Sessions Burns Hagel Shelby Campbell Hatch Smith (NH) Chafee, Lincoln Helms Smith (OR) Cochran Hutchinson Snowe Collins Hutchison Specter Coverdell Inhofe Stevens Craig Jeffords Thomas Crapo Kyl Thompson DeWine Lott Thurmond Domenici Lugar Torricelli Enzi Mack Voinovich Fitzgerald McConnell Warner NAYS--43 Akaka Edwards Leahy Baucus Feingold Levin Bayh Feinstein Lieberman Biden Graham Lincoln Bingaman Harkin Mikulski Boxer Hollings Murray Breaux Inouye Reed Bryan Johnson Reid Byrd Kennedy Robb Cleland Kerrey Rockefeller Conrad Kerry Sarbanes Daschle Kohl Schumer Dodd Landrieu Wellstone Dorgan Lautenberg Wyden Durbin Not Voting 3 Bond McCain Moynihan (Rollcall Vote No. 21 Leg. ) March 1, 2000, 5:40 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2821 TITLE: Murray Amendment No. 2821 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Rejected YEAS 42 Akaka Edwards Leahy Baucus Feingold Levin Bayh Feinstein Lincoln Biden Graham Mikulski Bingaman Harkin Moynihan Boxer Hollings Murray Breaux Inouye Reed Bryan Johnson Reid 10 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rollall_week.hml Cleland Kennedy Robb Conrad Kerrey Rockefeller Daschle Kerry Sarbanes Dodd Kohl Schumer Dorgan Landrieu Wellstone Durbin Lautenberg Wyden NAYS--56 Abraham Frist Murkowski Allard Gorton Nickles Ashcroft Gramm Roberts Bennett Grams Roth Brownback Grassley Santorum Bunning Gregg Sessions Burns Hagel Shelby Byrd Hatch Smith (NH) Campbell Helms Smith (OR) Chafee, Lincoln Hutchinson Snowe Cochran Hutchison Specter Collins Inhofe Stevens Coverdell Jeffords Thomas Craig Kyl Thompson Crapo Lieberman Thurmond DeWine Lott Torricelli Domenici Lugar Voinovich Enzi Mack Warner Fitzgerald McConnell Not Voting---2 Bond McCain (Rollcall Vote No. 20 Leg. ) March 1, 2000, 5:11 PM BILL NO.: S.1134 AMENDMENT NO.: S. Amdt. 2865 TITLE: Wellstone Amendment No. 2865 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Agreed to YEAS--89 Abraham Edwards Lincoln Akaka Feingold Lott Allard Feinstein Lugar Ashcroft Fitzgerald Mack Baucus Frist McConnell Bayh Gorton Mikulski Bennett Graham Moynihan Biden Grams Murkowski Bingaman Grassley Murray Boxer Gregg Reed Breaux Hagel Reid Brownback Harkin Robb Bryan Hatch Roberts Bunning Helms Rockefeller Burns Hollings Roth Byrd Hutchinson Santorum Campbell Hutchison Sarbanes Chafee, Lincoln Inouye Schumer Cleland Jeffords Sessions Cochran Johnson Shelby Collins Kennedy Smith (OR) Conrad Kerrey Snowe 11 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rollcall_week.htm Coverdell Kerry Specter Crapo Kohl Stevens Daschle Kyl Thurmond DeWine Landrieu Torricelli Dodd Lautenberg Warner Domenici Leahy Wellstone Dorgan Levin Wyden Durbin Lieberman NAYS 9 Craig Inhofe Thomas Enzi Nickles Thompson Gramm Smith (NH) Voinovich Not Voting 2 Bond McCain (Rollcall Vote No. 19 Leg. ) March 1, 2000, 2:33 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2825 TITLE: Motion to Table Bingaman Amendment No. 2863 REQUIRED FOR MAJORITY: 1/2 RESULT: Motion to Table Agreed to YEAS---58 Abraham Frist McConnell Allard Gorton Murkowski Ashcroft Graham Nickles Bennett Gramm Roberts Biden Grams Roth Breaux Grassley Santorum Brownback Gregg Sessions Bunning Hagel Shelby Burns Hatch Smith (NH) Byrd Helms Smith (OR) Campbell Hutchinson Snowe Cochran Hutchison Specter Collins Inhofe Stevens Coverdell Jeffords Thomas Craig Kyl Thompson Crapo Lieberman Thurmond DeWine Lott Torricelli Domenici Lugar Voinovich Enzi Mack Warner Fitzgerald NAYS--40 Akaka Feingold Levin Baucus Feinstein Lincoln Bayh Harkin Mikulski Bingaman Hollings Moynihan Boxer Inouye Murray Bryan Johnson Reed Chafee, Lincoln Kennedy Reid Cleland Kerrey Robb Conrad Kerry Rockefeller Daschle Kohl Sarbanes Dodd Landrieu Schumer Dorgan Lautenberg Wellstone Durbin Leahy Wyden Edwards 12 of 16 3/3/2000 9:31 AM U.S.Senate http://www.senate.gov/legislative/legis_act_rolcall_week.html Not Voting 2 Bond McCain (Rollcall Vote No. 18 Leg. ) March 1, 2000, 2:04 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2825 TITLE: Abraham Amdt No. 2825 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Agreed to YEAS 96 Abraham Feingold Lott Akaka Feinstein Lugar Allard Fitzgerald Mack Ashcroft Frist McConnell Baucus Gorton Mikulski Bayh Graham Moynihan Bennett Gramm Murkowski Biden Grams Murray Bingaman Grassley Reed Boxer Gregg Reid Breaux Hagel Robb Brownback Harkin Roberts Bryan Hatch Rockefeller Bunning Helms Roth Burns Hollings Santorum Byrd Hutchinson Sarbanes Campbell Hutchison Schumer Chafee, Lincoln Inhofe Sessions Cleland Inouye Shelby Cochran Jeffords Smith (NH) Collins Johnson Smith (OR) Coverdell Kennedy Snowe Craig Kerrey Specter Crapo Kerry Stevens Daschle Kohl Thomas DeWine Kyl Thompson Dodd Landrieu Thurmond Domenici Lautenberg Torricelli Dorgan Leahy Voinovich Durbin Levin Warner Edwards Lieberman Wellstone Enzi Lincoln Wyden NAYS---2 Conrad Nickles Not Voting---2 Bond McCain (Rollcall Vote No. 17 Leg. ) March 1, 2000, 10:07 AM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2861 TITLE: Motion to Table the Robb Amendment No. 2861 REQUIRED FOR MAJORITY: 1/2 RESULT: Motion to Table Agreed to 13 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rollcall_week.html YEAS---57 Abraham Feingold Mack Allard Fitzgerald McConnell Ashcroft Frist Murkowski Bennett Gorton Nickles Bond Gramm Roberts Brownback Grams Roth Bunning Grassley Santorum Burns Gregg Sessions Byrd Hagel Shelby Campbell Hatch Smith (NH) Chafee, Lincoln Helms Smith (OR) Cochran Hutchinson Snowe Collins Hutchison Stevens Coverdell Inhofe Thomas Craig Jeffords Thompson Crapo Kyl Thurmond DeWine Lieberman Torricelli Domenici Lott Voinovich Enzi Lugar Warner NAYS - 42 Akaka Edwards Levin Baucus Feinstein Lincoln Bayh Graham Mikulski Biden Harkin Moynihan Bingaman Hollings Murray Boxer Inouye Reed Breaux Johnson Reid Bryan Kennedy Robb Cleland Kerrey Rockefeller Conrad Kerry Sarbanes Daschle Kohl Schumer Dodd Landrieu Specter Dorgan Lautenberg Wellstone Durbin Leahy Wyden Not Voting 1 McCain (Rollcall Vote No. 16 Leg. ) February 29, 2000, 5:09 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2854 TITLE: Collins Amdt No. 2854 REQUIRED FOR MAJORITY: 1/2 RESULT: Amendment Agreed to YEAS - 98 Abraham Enzi Lott Akaka Feingold Lugar Allard Feinstein Mack Ashcroft Fitzgerald McConnell Baucus Frist Mikulski Bayh Gorton Moynihan Bennett Graham Murray Biden Gramm Nickles Bingaman Grams Reed Bond Grassley Reid Boxer Gregg Robb Breaux Hagel Roberts 14 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rollcall_wek.html Brownback Harkin Rockefeller Bryan Hatch Roth Bunning Helms Santorum Burns Hollings Sarbanes Byrd Hutchinson Schumer Campbell Hutchison Sessions Chafee, Lincoln Inhofe Shelby Cleland Inouye Smith (NH) Cochran Jeffords Smith (OR) Collins Johnson Snowe Conrad Kennedy Specter Coverdell Kerrey Stevens Craig Kerry Thomas Crapo Kohl Thompson Daschle Kyl Thurmond DeWine Landrieu Torricelli Dodd Lautenberg Voinovich Domenici Leahy Warner Dorgan Levin Wellstone Durbin Lieberman Wyden Edwards Lincoln Not Voting 2 McCain Murkowski (Rollcall Vote No. 15 Leg. ) February 29, 2000, 2:01 PM BILL NO.: S.1134 AMENDMENT NO.: S.Amdt. 2857 TITLE: Motion to Waive CBA re: Dodd Amdt No 2857 REQUIRED FOR MAJORITY: 3/5 RESULT: Motion Rejected YEAS 44 Akaka Feingold Levin Baucus Feinstein Lieberman Bayh Graham Lincoln Bingaman Harkin Mikulski Boxer Hollings Moynihan Bryan Inouye Murray Chafee, Lincoln Jeffords Reed Cleland Johnson Reid Collins Kennedy Robb Conrad Kerrey Rockefeller Daschle Kerry Sarbanes Dodd Kohl Schumer Dorgan Landrieu Wellstone Durbin Lautenberg Wyden Edwards Leahy NAYS--54 Abraham Enzi McConnell Allard Fitzgerald Nickles Ashcroft Frist Roberts Bennett Gorton Roth Biden Gramm Santorum Bond Grams Sessions Breaux Grassley Shelby Brownback Gregg Smith (NH) Bunning Hagel Smith (OR) Burns Hatch Snowe Byrd Helms Specter 15 of 16 3/3/2000 9:31 AM U.S. Senate http://www.senate.gov/legislative/legis_act_rollcall_week.html Campbell Hutchinson Stevens Cochran Hutchison Thomas Coverdell Inhofe Thompson Craig Kyl Thurmond Crapo Lott Torricelli DeWine Lugar Voinovich Domenici Mack Warner Not Voting - - 2 McCain Murkowski Need help? : Security and Privacy Notice 16 of 16 3/3/2000 9:31 AM DEPARTMENT OF THE TREASURY THE or THE TREASURY 1789 WILLIAM FANT SPECIAL ASSISTANT TO THE ASSISTANT SECRETARY OFFICE OF TAX POLICY 1500 PENNSYLVANIA AVE.. N.W. TEL: 202-622-1442 ROOM 1321 FAX: 202-622-0605 WASHINGTON. D.C. 20220 EMAIL: [email protected] Beep 515-1654 call 395-18391 215-9617 CLINTON LIBRARY PHOTOCOPY 03/01/00 20:13 0 1 002 CLASS SIZE AMENDMENT TO S. 1134 This amendment would use $1.2 billion to reduce class size, particularly in the early grades (grades 1 through 3), using highly qualified teachers to improve educational achievement for regular and special needs children. Congressional findings recognize impressive research studies showing improvements in academic achievement and reduction in discipline problems among students in the early grades attending smaller classes with well-prepared tcachers. Targeting Within States: Within states, 100 percent of the funds will be disbursed directly to local school districts on a formula which is 80 percent need-based, and 20 percent enrollment-based. Small school districts that alone may not generate enough federal funding to pay for a starting teacher salary may form consortia to generate enough funds to pay for a new teacher or institute a top-notch recruiting program. Local Decision-Making: Each school district board makes all decisions about hiring and training new teachers. The school district must use at least 75 percent of the funds to hire new certified teachers. Teacher Quality: Up to 25 percent of the funds may be used to test new teachers, or to provide professional development to new and current teachers of regular and special needs children. Flexibility: Any school district that has already reduced class size in the early grades to 18 or fewer children may use funds to: further reduce class sizes in the early grades; reduce class size in kindergarten or other grades; or carry out activities to improve tcacher quality, including professional development. Accountability: In addition, the language clarifies that the funds are supplementary, and cannot replace current spending on teachers or teacher salaries. School districts fill out no new forms to gct funding; they just add a description of their class size reduction plan to a current form. Accountability is assured by requiring school districts to send a "report card" in understandable language to their local community -- including information about how achievement has improved as a result of reducing class size. FAX TRANSMISSION SENATE BUDGET COMMITTEE 621 DIRKBEN SENATE OFFICE BUILDING WASHINGTON, DC 205 10 (202)224-0642 FAX: (202)224-4835 Date: Time: To: Joanna Fax Number: 456-6468 Re: Sender: Mitch Comments: YOU SHOULD RECEIVE PAGE(S), INCLUDING THIS COVER SHEET. IF YOU DO NOT RECEIVE ALL THE PAGES, PLEASE CALL (202)224- 100 'd TEL:202 228 2007 SBC MINORITY 20:37 (DED) 00,10- - MAR Alhendment and Bill Data S.1134 An original bill to amend the Internal Revenue Code of 1986 to allow tax-free expenditures from education individual retirement accounts for elementary and secondary school expenses, to increase the maximum annual amount of contributions to such accounts, and for other purposes. Amendments Thind 2821 To provide for class size reduction Murray Mar 01, 2000 Amendment SA 2821 not programs. agreed to in Senate by Yea-Nay Vote. 42 - 56. Record Vote Number: 21. 2825 To amend the Internal Revenue Code of Abraham Mar 01, 2000 Amendment SA 2825 1986 to expand the deduction for computer donations to schools and to agreed to in Senate by Yea-Nay Vote. 96 of 2. Record Vote Number: 18. allow a tax credit for donated computers, and for other purposes. 2827 To eliminate the marriage penalty in the Mack Mar 01, 2000 Amendment SA 2827 reduction in permitted contributions to proposed by Senator Coverdell for education individual retirement accounts. Senator Mack. 2844 To make permanent the special Graham Mar 01, 2000 Amendment SA 2844 coordination rule between qualified tuition agreed to in Senate by Unanimous programs and the Hope and Lifetime Consent. Learning credits. 2854 To amend the Internal Revenue Code of Collins Feb 29, 2000 Amendment SA 2854 1986 to eliminate the 2-pcrcent floor on agreed to in Senate by Yea-Nay Vote. miscellaneous itemized deductions for 98 - 0. Record Vote Number: 16. qualified professional development expenses of elementary and secondary school teachers and to allow a credit against income tax to elementary and secondary school teachers who provide classroom materials. 2857 To increase funding for part B of the Dodd Feb 29, 2000 Amendment SA 2857 Individuals with Disabilities Education ruled out of order by the chair. Act. 2860 To establish the Careers to Classrooms Hutchison Mar 01, 2000 Amendment SA 2860 Program. agreed to in Senate by Voice Vote. 2861 To eliminate the use of education Robb Feb 29, 2000 Amendment SA 2861 individual retirement accounts for proposed by Senator Robb. clementary and secondary school expenses and to expand the incentives for the construction and renovation of public schools. 2863 To ensure accountability in programs for Bingaman Mar 01, 2000 Amendment SA 2863 disadvantaged children and provide funds proposed by Senator Bingaman. to turn around failing schools. 2864 To provide funds to assist high-poverty Graham Mar 01, 2000 Amendment SA 2864 school districts in meeting their teaching agreed to in Senate by Voice. needs. 2865 To require the Secretary of Health and Wellstone Mar 01, 2000 Amendment SA 2865 Human Services to report to Congress oh agreed to in Senate by Yea-Nay Vote. the extent and severity of child poverty. 89 - 9. Record Vote Number: 20. lof2 3/1/00 7:23 PM 0222 'd 2007 228 TEL:2022 MINORITY 0 Я S 20:37 (DED) 00 ,10- - MAR Ted Zegers 02/24/2000 10:45:07 AM Record Type: Record To: Joanna E. Slaney/WHO/EOP@EOP CC: Subject: FYI Forwarded by Ted Zegers/OMB/EOP on 02/24/2000 10:43 AM BNA, Inc. Daily Report for Executives No. 37 Page G-7 Thursday February 24, 2000 ISSN 1523-567X Tax, Budget & Accounting Tax Legislation Senate Managers to Propose Modifications, But No New Offsets to Education Savings Bill Sen. Paul Coverdell (R-Ga.) said Feb. 23 that modifications would be needed to ensure that a bill (S. 1344) that expands tax-favored education savings accounts to cover primary and secondary school expenses conforms to 1999 tax law changes. The Senate began debate of the education savings bill but agreed to consider no amendments Feb. 23. A Senate Finance Committee spokeswoman said that, while Chairman William Roth (R-Del.) may offer a manager's amendment to the bill later in the debate, he would propose no new revenue offsets. As a result, the bill would be paid for at least in part through the budget surplus, she said. Some modifications to the education bill are needed to ensure that it conforms to tax law changes implemented under the Tax Relief Extension Act of 1999 (Pub. L. No. 106-170). Specifically, the tax bill President Clinton signed Dec. 17 contained several of the revenue provisions that were included in the Finance Committee-approved version of the education bill. The 1999 law also extended to Dec. 31, 2001 the exclusion for employer-provided education assistance. S. 1344, which was approved by the Finance Committee last May, includes several provisions to expand tax-favored education savings accounts. Specifically, the bill would: increase the annual contribution limit to education savings accounts from $500 to $2,000; allow tax-free distributions from state-sponsored prepaid tuition plans, and expand these programs to cover private colleges as well; extend the exclusion for employer-provided education assistance, eliminate the 60-month limit on the deductibility of interest on qualified education loans, and increase from $5 million to $10 million the amount of school bonds that small governments may issue without being subject to arbitrage rebate requirements. Consideration of the bill is expected to continue through the week of Feb. 28, Coverdell told reporters. Several Offsets Contained in 1999 Tax Law The Senate Finance Committee-approved version of the bill included several revenue offsets that ultimately were adopted as part of the Tax Relief Extension Act of 1999. These offsets included: repeal of the installment method of accounting for most accrual basis taxpayers and an adjustment of pledge rules, requirement that non-bank financial institutions file information reports on cancellation of indebtedness; denial of the deduction for charitable split-dollar life insurance, extension of a tax law provision that allows employers to transfer excess defined benefit plan assets to a special account for the health benefit of retirees, information reporting on cancellation of indebtedness by non-bank financial institutions; and addition of the streptococcus pneumonia vaccine to the list of taxable vaccines. Two other revenue provisions in the committee-approved bill have been set aside by Roth and House Ways and Means Committee Chairman Bill Archer (R-Texas) as possible offsets for a trade initiative (H.R. 434). These provisions would: limit the use of the non-accrual experience method of accounting to amounts to be received for the performance of qualified professional services; and impose a limitation on pre-funding of certain employee benefits. The remaining offsets include: extension of the authorization for Internal Revenue Service user fees through Sept. 30, 1999; clarification of "subject to" liabilities under Section 357(c) of the Internal Revenue Code, and reduction in the carryback period for excess foreign tax credits from two years to one year, and an extension of the carryforward period from five years to seven years. The change in the carryover rule for excess foreign tax credits--if ultimately included in a Senate-passed education bill--likely would be dropped out of any conference agreement, given strong opposition from Ways and Means Committee Chairman Archer to any tax increases on foreign source income. Several GOP leaders, including Republican Conference Chairman Connie Mack (R-Fla.), have questioned the need for any revenue offsets in light of the projected budget surplus. "I have always taken the position that the surplus should be used" to pay for tax cuts, he told reporters Feb. 23. Clinton Expected to Oppose Legislation Senate Minority Leader Tom Daschle (D-S.D.) said Feb. 23 that he expects President Clinton would veto the education savings bill if it reaches his desk in its current form. "This is a bill, as you know, that has been vetoed on several occasions," Daschle said, adding, "My guess is that the outcome will probably be the same again. This is the same bill. It's sort of like Groundhog Day. We're going through the groundhog experiences again." Daschle reiterated concerns expressed by several Democrats that the bill would divert needed resources from public schools. Clinton vetoed the Education Savings and School Excellence Act of 1998 (H.R. 2646) on July 21, 1998, and the Taxpayer Refund and Relief Act of 1999 (H.R. 2488) on Sept. 23, 1999. Both bills contained education savings provisions that mirrored those currently pending on the Senate floor. Sens. Coverdell, a new member of the Finance Committee, and Robert Torricelli (D-N.J.) held a news conference Feb. 23 to support the education savings bill. Coverdell and Torricelli disagreed with arguments that the proposal was skewed to the wealthy, noting that 70 percent of the tax savings would go to families making $75,000 or less per year. By Katherine M. Stimmel Copyright © 2000 by The Bureau of National Affairs, Inc., Washington D.C. EXECUTIVE OFFICE OF THE PRESIDENT OFFICE OF MANAGEMENT AND BUDGET STATE WASHINGTON. D.C. 20503 February 24, 2000 (Senate) STATEMENT OF ADMINISTRATION POLICY (THIS STATEMENT HAS BEEN COORDINATED BY OMB WITH THE CONCERNED AGENCIES.) S. 1134 - Affordable Education Act (Sen. Roth (R) Delaware) If S. 1134 were presented to the President, the Secretaries of the Treasury and Education would recommend that he veto the bill. In 1998, the President vetoed legislation -- H.R. 2646, the "Education Savings and School Excellence Act of 1998" -- that included provisions similar to those contained in S. 1134. At that time, the President described the bill's modifications to Education IRAs as bad education policy and bad tax policy. S. 1134 is equally flawed. Every American child deserves a high-quality elementary and secondary education. The President's FY 2001 Budget contains a series of education tax initiatives, including a College Opportunity tax cut to defray the cost of higher education for families, and tax-credit bonds to assist State and local governments in meeting the cost of financing construction, rehabilitation, or repair of public schools. S. 1134 fails to advance education reform and distracts from the need to invest in public schools, where the vast majority of our students learn. It does nothing to reduce class size, improve teacher quality, or help students meet high academic standards. In addition, the provisions to repair or modernize schools are woefully inadequate. Targeting limited Federal resources toward building stronger public schools will help ensure that all our Nation's children receive the education they need to become productive citizens. S. 1134 would divert needed resources away from public schools. S. 1134 would disproportionately benefit the most affluent families and provide little benefit to lower- and middle-income families. Moreover, given the expansion of tax-preferred savings vehicles in the Taxpayer Relief Act of 1997, which the Administration supported, further increasing the contribution limits for Education IRAs is unlikely to provide significant additional incentives for families to increase their savings for educational purposes. Instead, S. 1134 would reward many families, particularly those with substantial incomes, for what they may already do. S: 1134 would also create significant compliance problems. The bill permits tax-free withdrawals from Education IRAs for, among other things, tuition, fees, academic tutoring, special needs services, books, room and board, and supplies and equipment expenses incurred in connection with enrollment or attendance in public or private elementary or secondary schools. Distinguishing between withdrawals that should not be subject to tax and those that should will add significant record-keeping requirements for families and schools and will lead to frequent disputes about the use of the withdrawals for discretionary purchases. S. 1134 would affect receipts; therefore, it is subject to the pay-as-you-go requirement of the Omnibus Budget Reconciliation Act of 1990. Although last year's proposal was paid for with tax offsets, S. 1134 would likely reduce federal revenues because many of last year's offsets have been used to pay for other legislation. We are concerned that piecemeal enactment of tax cuts such as S. 1134 outside of an overall fiscal framework will threaten to undermine debt reduction and impair our ability to address other important national priorities. ******* 2 02/28/00 19:57 FAX 5 002 Education Savings Accounts Leader: I would renew my request of a few hours ago which is that all amendments be relevant to the subject matter of Education and /or related to Education taxes with the exception of a Wellstone amendment regarding a report on a TANF program and that time with respect to that amendment be limited to 2 hours, equally divided, and it be subject to relevant second degree amendments and the amendment filed at the desk by Senator Bob Graham which is amendment number 2843 Demos.: w/o objection Leader: Having just reached an agreement, I now ask consent that the scheduled cloture vote for Tuesday be vitiated Chair: w/o objection Leader: I would hope members would be prepared to offer their amendments, with votes to occur beginning on Tuesday. It is my hope that the Senate can conclude this bill by Wednesday evening. In the meantime, I look forward to vigorous debate and thank all members for their cooperation. DEMOCRATIC Democratic Policy Committee POLICY United States Senate Washington, D.C. 20510-7050. Tom Daschie, Chairman Byron Dorgan, Co Chairman COMMITTEE February 23, 2000 Publication: LB-60-Education ATIVE S.1134, the Affordable Education Act of 1999 Summary 1 Background 1 Major Provisions 2 Legislative History 4 Previous Votes 5 Administration Position 6 Arguments For and Against 7 Possible Amendments 9 Positions of Outside Groups 9 DPC Staff Contact: Jane Eiselein (202) 224-3232 DPC Press Contacts: Ranit Schmelzer (202) 224-2939 Barry Piatt (202) 224-2551 Summary S. 1134, the Affordable Education Act of 1999, expands tax-free expendi- tures from higher education individual retirement accounts to include elementary and secondary school expenses. Background The Taxpayer Relief Act of 1997 authorized a new education savings account (called "education IRAs") for higher education expenses. Educa- tion IRAs are investment accounts that grow tax-free until the money in the account is distributed. Beginning January 1, 1998, taxpayers with certain gross incomes were permitted to deposit up to $500 a year into an education IRA for a child under 18 years old. If the student beneficiary withdraws from the account for a "qualified higher education expense," the student's withdrawal is not taxable. DPC Legislative Bulletin p. 1 Major Provisions Title I: Education Savings Incentives Expand education IRAs. S. 1134 expands education IRAs to include elementary and secondary school expenses for a student in a private, religious or public school for contributions made during the period 2000 through 2003. Eligible taxpayers. Taxpayers with a gross income below $150,000 for a joint return ($95,000 for a single return) may contribute to an education IRA created by S. 1134. The contribution limit is phased out for people with gross income between $150,000 and $160,000 for a joint return ($95,000 and $110,000 for a single return). Increases annual contribution. S. 1134 raises the limit on the annual contribution to an education IRA from $500 to $2,000 for four taxable years only (2000 to 2003). After 2003, the annual contribution limit returns to $500. "Qualified elementary and secondary education expenses." S. 1134 allows funds to be withdrawn from contributions made to an education IRA during the period 2000 to 2003 for: (1) student expenses for tuition, fees, books, supplies, computer equipment (including software), academic tutoring, special needs services and other equipment incurred in connection with enrollment or attendance at a public, private or religious elementary or secondary school; and (2) student expenses for room and board, uniforms, transportation, and supplementary items and services required or provided by a public, private or religious school. Home schooling. An education IRA set up by S. 1134 may be used to pay for expenses described under section (1) above for a student who is home-schooled. Special needs beneficiaries. Under S. 1134, contributions may not be made to an education IRA once the student reaches age 18. Special needs beneficiaries are exempted from this age limit. DPC Legislative Bulletin p.2 Coordination with HOPE and Lifetime Learning credits. S. 1134 establishes coordination rules between education IRAs and the HOPE tax credit, allowing taxpayers to both exclude distributions from their education IRA from income and claim the HOPE credit, provided they are not used for the same expenses. Prepaid tuition plans. S. 1134 expands the tax benefits of qualified State tuition plans to allow tax-free withdrawals for qualified education ex- penses. S. 1134 also allows for the formation of private prepaid tuition plans with tax-free withdrawals beginning in 2003. This provision is sup- ported by both Majority and Minority Senators on the Finance Committee. Title II: Educational Assistance Employer-provided educational assistance. Currently, education expenses paid by an employer for its employees are excludable from gross income under a Section 127 educational assistance plan (under the tax code). This exclusion expires for education courses beginning on or after December 31, 2001. S. 1134 extends this exclusion to July 1, 2004 and expands the deduction to include graduate education. This provision is supported by both Majority and Minority Senators on the Finance Committee. Student loan interest deduction. Currently, persons who pay interest on qualified education loans may claim a tax deduction for interest paid on the loan during the first 60 months of payment. S. 1134 removes the 60-month limit on deductibility of student loan interest. This provision is supported by President Clinton. Exclusion of certain scholarships. S. 1134 clarifies that taxpayers may exclude from income amounts received through the National Health Ser- vices Corps scholarship program and the F. Edwards Hebert Armed Forces Health Professions Scholarship Program. DPC Legislative Bulletin p.3 Title III: Liberalization of Tax-Exempt Financing Rules for Public School Construction Tax-exempt bonds. S. 1134 increases the amount of governmental bonds for public schools that small governmental units may issue, without being subject to the arbitrage rebate requirement, from $5 million to $10 million. Private activity bonds. S. 1134 allows tax-exempt private activity bonds to be issued for elementary and secondary public school facilities owned by private, for-profit corporations pursuant to a public-private partnership agreements with a state or local education agency. Federal guarantees of school construction bonds. S. 1134 allows the Federal Home Loan Bank to guarantee up to $500 million annually in public bonds for public school construction. Title IV: Revenue Provisions Revenue offsets. S. 1134 contains a package of ten revenue offsets, including provisions that: modify foreign tax credit carryover rules; limit the use of non-accrual experience method of accounting to amounts to be received for the performance of a qualified personal service; expand reporting of cancellation of indebtedness incomes; extend IRS user fees; deny the charitable contribution deduction for transfers associated with charitable split-dollar insurance arrangements; and change treatment of excess pension assets used for retiree health benefits. Legislative History On May 26, 1999, the Finance Committee voted 11-5 (12-8, including proxy votes) to report S. 1134 (S. Rept. 106-54). Currently, there is not similar legislation in the House. DPC Legislative Bulletin p.4 Previous Votes 106th Congress The Taxpayer Refund and Relief Act of 1999 (H.R. 2488) contained provi- sions on education savings accounts for elementary and secondary education expenses similar to those in S. 1134. The education IRA provisions were in the House version of the bill and were added to the Senate version in confer- ence. The conference report passed the Senate by a vote of 50-49 on Aug- ust 5, 1999. The President vetoed this bill on September 23, 1999. 105th Congress On October 9, 1997, Representative Archer introduced H.R. 2646, the Education Savings and School Excellence Act of 1998, which, among other things, allowed education IRAs to be used for elementary and secondary school expenses. The House passed the bill by a vote of 230-198. The Senate invoked cloture to proceed to the bill by 74-34 on March 17, 1998, but failed to invoke cloture vote on the bill itself on March 19, 1998 by a vote of 55-49. The Senate later passed the bill 56-43 on April 23, 1998. A conference report was filed on the bill on June 15, 1998 (H. Rept. 105-577). The House agreed to the conference report by a vote of 225-197 and the Senate agreed by a vote of 59-36 on June 24, 1998. President Clinton vetoed the bill on July 21, 1998. DPC Legislative Bulletin p.5 Administration Position In his veto message to the Education Savings and School Excellence Act of 1998, President Clinton stated: " By sending me this bill, the Congress has instead chosen to weaken public education and shortchange our children. The modifications to the Education IRAs that the bill would authorize are bad education policy and bad tax policy. The bill would divert limited Federal resources away from public schools by spending more than $3 billion on tax benefits that would do virtually nothing for average families and would disproportionately benefit the most affluent families. More than 70 percent of the benefits would flow to families in the top 20 percent of income distribution, and families struggling to make ends meet would never see a penny of the benefits. Moreover, the bill would not create a meaningful incentive for families to increase their savings for educational purposes; it would instead reward families, particularly those with substantial incomes, for what they already do... " In 1997, President Clinton threatened to veto the Taxpayer Relief Act of 1997 if these education IRAs were included. S. 1134 is opposed by the Secretary of the Treasury and the Secretary of Education, who will recom- mend that the President veto the bill. In a letter to the Finance Committee, they stated: "We write to express our strong opposition to proposals for education tax incentives The current bill disproportionately benefits the most affluent families and provides little benefit to lower- and middle- income families we do not believe that further increasing the contribution limits for Education IRAs will generate much additional savings. Instead, the Chairman's mark would reward families, particularly those with significant means, for what they may do in any case " We are also concerned that the bill would create significant compliance problems Distinguishing between an appropriately tax- free withdrawal and one that would be subject to tax would lead to significant additional record-keeping burdens for families and schools, as well as disputes when discretionary purchases are made... " DPC Legislative Bulletin p.6 Arguments For and Against For Greater incentives to save for education. Proponents of S. 1134 argue that the bill would encourage families to save for education expenses. Expands parental choice. Like a voucher, S. 1134 allows families to send their children to private or religious schools that they may have otherwise been unable to afford. Against Disproportionately benefits higher-income families. Opponents of S. 1134 argue that the bill disproportionately benefits the most affluent families and provides little or no benefit to lower-income families. An analysis by the Department of Treasury concluded that 70 percent of the tax benefits of S. 1134 would go to the top twenty percent of all taxpayers. Thus, benefits from this bill are concentrated among the few and among the persons who have the resources to save in the first place. Benefits to public school families are low. In 1998, the staff on the Joint Committee on Taxation estimated that the average tax benefit per child in a public elementary and secondary school would be, at most, $7 per year ($3 in 2001, $4.50 in 2002, $6 in 2003 and $7 in 2004). Op- ponents believe this very small tax benefit would not provide an incentive to most families to save for elementary and secondary education. Eighty- three percent of families with children in private schools would use educa- tion IRAs, while only 28 percent of families with children in public schools would use them. Shifts resources away from public schools. Because the benefits to public school children are so low, S. 1134 really only subsidizes families who send their children to private schools, even though approximately 90 percent of America's students attend public schools. The Federal role in education should be to meet critical national priorities and help improve student achievement. The tax breaks in S. 1134 are not attached to any DPC Legislative Bulletin p.7 accountability for student achievement. Federal resources should be focused on efforts like recruiting high-quality teachers and principals and expanding access to technology and high-quality pre-school and after- school programs. Subsidizes private school tuition. S. 1134 merely provides new tax breaks for families that can already afford private schools for their chil- dren. Shifts resources away from making college affordable. Education IRAs may be used for both elementary and secondary school expenses and for higher education expenses. Using money saved in an education IRA for lower grades will decrease the available funds a student has to pay for college. Practical compliance problems and potential for abuse. A taxpayer could possibly expend money on qualified expenses allowed under S. 1134 (like computers) for personal, non-educational use without reper- cussion-because the bill would be difficult to enforce. Complicates the tax code. Revisions to the tax code result in additional complexity in an already complicated tax system. DPC Legislative Bulletin p.8 Possible Amendments There were no amendments available at press time. A supplemental bulletin will be released as information on amendments becomes avail- able. Positions of Outside Groups The following groups support S. 1134: National Conference of Catholic Bishops; National Catholic Educational Association; and Family Research Council. Groups opposing S. 1134 include: American Association of School Admin- istrators; American Association of University Women; American Civil Liberties Union; Americans for Religious Liberty; Americans for Demo- cratic Action; American Federation of Teachers; American Federation of State, County and Municipal Employees; American Humanist Association; American Jewish Committee; Americans United for Separation of Church and State; Association for Supervision and Curriculum Development; Anti- Defamation League; Council of Chief State School Officers; Council of the Great City Schools; International Reading Association; Mexican American Legal Defense and Education; National Association of Bilingual Education; National Association of Elementary School Principals; National Associa- tion of State Directors of Special Education; National Education Associa- tion; National Organization for Women; National Parent Teacher Associa- tion; National School Boards Association; People for the American Way Action Fund; Public Employee Department (AFL-CIO); Service Employees International Union (AFL-CIO); The Federation of Temple Sisterhoods; Unitarian Universalist Association; United Methodist Church-General Board; United Auto Workers; and Women of Reform Judiasm. DPC Legislative Bulletin p. 9 Bill Summary & Status http://thomas.loc.gov/cgi-bin/bdqu.@@L&surmm2=m&./bs/d10queny.html Bill Summary & Status for the 106th Congress Item 8 of 65 PREVIOUS I NEXT PREVIOUS:ALL NEXT:ALL NEW SEARCH HOME I HELP S.14 Sponsor: Sen Coverdell, Paul (introduced 1/19/1999) Latest Major Action: 1/19/1999 Referred to Senate committee Title: A bill to amend the Internal Revenue Code of 1986 to expand the use of education individual retirement accounts, and for other purposes. Jump to: Titles, Status, Committees, Related Bill Details, Amendments, Cosponsors, Summary TITLE(S): (italics indicate a title for a portion of a bill) SHORT TITLE(S) AS INTRODUCED: Education Savings Account and School Excellence Act of 1999 OFFICIAL TITLE AS INTRODUCED: A bill to amend the Internal Revenue Code of 1986 to expand the use of education individual retirement accounts, and for other purposes. STATUS: (color indicates Senate actions) (Floor Actions/Congressional Record Page References) 1/19/1999: Read twice and referred to the Committee on Finance. COMMITTEE(S): Committee/Subcommittee: Activity: Senate Finance Referral RELATED BILL DETAILS: ***NONE*** AMENDMENT(S): ***NONE*** COSPONSORS(21), ALPHABETICAL: (Sort: by date) 1 of 2 2/22/2000 4:53 PM Bill Summary & Status http://thomas.lc.gov/cgi-bin/bdqu..@@@L&summ2=m&/bs/dh06ouery.html Sen Allard, Wayne - 4/19/1999 Sen Ashcroft, John - 2/4/1999 Sen Brownback, Sam - 4/19/1999 Sen Craig, Larry E. - 2/4/1999 Sen DeWine, Michael - 4/19/1999 Sen Gramm, Phil - 4/21/1999 Sen Grams, Rod - 3/4/1999 Sen Hagel, Chuck - 3/4/1999 Sen Hutchinson, Y. Tim - 4/19/1999 Sen Inhofe, James M. - 4/19/1999 Sen Lott, Trent - 1/25/1999 Sen Mack, Connie - 2/6/1999 Sen McCain, John - 6/10/1999 Sen Murkowski, Frank H. - 4/19/1999 Sen Sessions, Jeff - 1/25/1999 Sen Smith, Bob - 4/19/1999 Sen Thomas, Craig - 4/19/1999 Sen Thompson, Fred - 5/20/1999 Sen Thurmond, Strom - 4/19/1999 Sen Torricelli, Robert G. - 1/19/1999 Sen Voinovich, George V. - 5/12/1999 MOST RECENT SUMMARY: 1/19/1999-Introduced. Education Savings Account and School Excellence Act of 1999 - Amends the Internal Revenue Code, with respect to education individual retirement accounts (IRAs), to: (1) permit distributions for qualified elementary and secondary education expenses, including home schooling expenses; and (2) increase (through December 31, 2002) the annual contribution limit from $500 to $2,000. Waives the beneficiary age limitation (18) for contributions on behalf of special needs beneficiaries. Permits corporations to contribute to education IRAs. 2 of 2 2/22/2000 4:53 PM Bill Summary & Status http://thomas.loc.gov/cgi-bin/bdqu..@@@L&sunm2=m&/bs/d106query.html Bill Summary & Status for the 106th Congress Item 12 of 65 PREVIOUS I NEXT PREVIOUS: ALL NEXT:ALL NEW SEARCH HOME HELP S.277 Sponsor: Sen Coverdell, Paul (introduced 1/21/1999) Latest Major Action: 1/21/1999 Referred to Senate committee Title: A bill to improve elementary and secondary education. Jump to: Titles, Status, Committees, Related Bill Details, Amendments, Cosponsors, Summary TITLE(S): (italics indicate a title for a portion of a bill) SHORT TITLE(S) AS INTRODUCED: CLASS Act K-12 Community Participation Act of 1999 Merit Act of 1999 Dollars to the Classroom Act Education Savings Accounts Act of 1999 Educational Opportunities and Excellence Act of 1999 OFFICIAL TITLE AS INTRODUCED: A bill to improve elementary and secondary education. STATUS: (color indicates Senate actions) (Floor Actions/Congressional Record Page References) 1/21/1999: Read twice and referred to the Committee on Finance. COMMITTEE(S): Committee/Subcommittee: Activity: Senate Finance Referral RELATED BILL DETAILS: ***NONE*** AMENDMENT(S): ***NONE*** COSPONSORS(6), ALPHABETICAL: (Sort: by date) Sen Craig, Larry E. - 1/21/1999 Sen Gregg, Judd - 1/21/1999 Sen Hutchinson, Y. Tim - 1/22/1999 Sen Lott, Trent - 1/21/1999 Sen Mack, Connie - 1/21/1999 Sen Sessions, Jeff - 1/21/1999 1 of 3 2/22/2000 4:54 PM Bill Summary & Status http://honas.loc.gov/cgji-bin/bdqu..@@@L&summ2=mk/bs/d10query.html| MOST RECENT SUMMARY: 1/21/1999--Introduced. TABLE OF CONTENTS: Title I: Education Savings Accounts Title II: Dollars to the Classroom Title III: Measures to Enhance Results in Teaching Title IV: Funding for Part B of the Individuals with Disabilities Education Act Title V: Tax Credits for Support of Elementary and Secondary School Students Title VI: Collegiate Learning and Student Savings Educational Opportunities and Excellence Act of 1999 - Title I: Education Savings Accounts - Education Savings Accounts Act of 1999 - Amends the Internal Revenue Code to permit tax-free expenditures from education individual retirement accounts (IRAs) for elementary and secondary education expenses (including tuition, special needs services, home schooling expenses, and transportation expenses) required for attendance at a public, private, or religious school, or for home schooling that meets State or local requirements. Increases from $500 to $2,000, through December 31, 2002, the maximum annual contribution to such an account. Waives the age limitation for special needs beneficiaries. Permits corporations to contribute to education IRAs. Title II: Dollars to the Classroom - Dollars to the Classroom Act - Requires the Secretary of Education to award the total amount of certain applicable education funding directly to the States. (Sec. 202) Requires such direct awarding of all the funds (except those used for specified multiyear awards) that are appropriated for the Department of Education for the fiscal year for programs or activities under specified provisions of: (1) the Goals 2000: Educate America Act; (2) the Educational Research, Development, Dissemination, and Improvement Act of 1994; (3) the School-to-Work Opportunities Act of 1994; (4) the Elementary and Secondary Education Act of 1965 (ESEA); and (5) the Stewart B. McKinney Homeless Assistance Act. Sets deadlines for: (1) each State to conduct a census to determine, and report to the Secretary, the number of kindergarten through grade 12 students in the State for the academic year; and (2) the Secretary to publish and disburse the amount each State will receive under this Act for the succeeding fiscal year. Sets forth: (1) a formula for determination of such award amounts, based on relative numbers of such students in each State; and (2) penalties for false information. Provides for continuation of certain multiyear awards made prior to enactment of this Act. Requires award amounts under this Act to be paid to the State Governor, who shall make them available to the individual or entity in the State responsible for the State administration of Federal education funds. Prescribes requirements for the use of such funds, earmarking not less than 95 percent for distribution to local educational agencies (LEAs) for the costs of activities or services provided in the 2 of 3 2/22/2000 4:54 PM Bill Summary & Status http://thomas.loc.gov/cgi-bin/bdqu..@@@L&summ2-m&/bs/d106query.html classroom that LEAs determine appropriate, excluding associated administrative expenses, but including non-administrative expenses associated with statewide or districtwide initiatives directly affecting classroom learning. Prohibits: (1) any head of a Federal department or agency other than the Secretary from promulgating regulations under this Act; and (2) the Secretary from issuing any regulation regarding the type of classroom activities or services that may be assisted under this Act. (Sec. 203) Amends ESEA title I (Helping Disadvantaged Children Meet High Standards) to require the use of at least 95 percent of title I funds for an LEA for a fiscal year according to the requirements of this Act. Directs the Secretary to: (1) develop and implement a plan for streamlining regulations and eliminating bureaucracy so that 95 percent of such ESEA title I funds for LEAs are used for the costs of activities and services provided in the classroom; and (2) recommend to Congress legislation containing changes to Federal law needed for the use of such funds. (Sec. 204) Requires each LEA that receives funds under this Act to provide for the participation of children enrolled in private and home schools. Title III: Measures to Enhance Results in Teaching - Merit Act of 1999 - Amends title Il (Dwight D. Eisenhower Professional Development Program) of ESEA to establish a new part D (State Incentives for Teacher Testing and Merit Pay). (Sec. 302) Directs the Secretary of Education to make an award to each State that: (1) administers a test to each elementary school and secondary school teacher in the State, with respect to the subjects taught by the teacher, every three to five years; and (2) has an elementary school and secondary school teacher compensation system based on merit. (Sec. 303) Allows States to use Federal education funds for teacher testing and merit pay programs. Title IV: Funding for Part B of the Individuals with Disabilities Education Act - Amends the Individuals with Disabilities Education Act (IDEA) to set forth specified minimum amounts for FY 2000 through 2006 under the authorization of appropriations to carry out IDEA part B (Assistance for Education of All Children with Disabilities). Title V: Tax Credits for Support of Elementary and Secondary School Students - K-12 Community Participation Act of 1999 - Amends the Internal Revenue Code to allow a limited tax credit for the expenses of attending elementary and secondary schools (including home schooling) and for contributions to charitable organizations which provide scholarships for children to attend such schools. Title VI: Collegiate Learning and Student Savings - CLASS Act - Amends the Internal Revenue Code to: (1) permit private higher educational institutions, in addition to currently permitted State institutions, to establish qualified prepaid tuition programs; and (2) exclude from gross income such program distributions used for qualified higher education expenses. (Sec. 603) Amends the Securities Act of 1933 to exempt from certain coverage securities issued by qualified prepaid tuition programs. Amends the Investment Company Act of 1940 to exempt qualified prepaid tuition programs from the definition of an investment company. 3 of 3 2/22/2000 4:54 PM Bill Summary & Status http://thomas.loc.gov/cgi-bin/bdquery/z?d106:SN01134:@@@L&summ2=m& Bill Summary & Status for the 106th Congress NEW SEARCH I HOME I HELP S.1134 Sponsor: Sen Roth, William V., Jr. (introduced 5/26/1999) Latest Major Action: 5/26/1999 Senate preparation for floor Title: An original bill to amend the Internal Revenue Code of 1986 to allow tax-free expenditures from education individual retirement accounts for elementary and secondary school expenses, to increase the maximum annual amount of contributions to such accounts, and for other purposes. Jump to: Titles, Status, Committees, Related Bill Details, Amendments, Cosponsors, Summary TITLE(S): (italics indicate a title for a portion of a bill) SHORT TITLE(S) AS INTRODUCED: Affordable Education Act of 1999 OFFICIAL TITLE AS INTRODUCED: An original bill to amend the Internal Revenue Code of 1986 to allow tax-free expenditures from education individual retirement accounts for elementary and secondary school expenses, to increase the maximum annual amount of contributions to such accounts, and for other purposes. STATUS: (color indicates Senate actions) (Floor Actions/Congressional Record Page References) 5/19/1999: Committee on Finance ordered to be reported an original measure. 5/26/1999: Committee on Finance. Original measure reported to Senate by Senator Roth. With written report No. 106-54. Minority views filed. 5/26/1999: Placed on Senate Legislative Calendar under General Orders. Calendar No. 124. COMMITTEE(S): Committee/Subcommittee: Activity: Senate Finance Origin, Reporting RELATED BILL DETAILS: ***NONE*** AMENDMENT(S): ***NONE*** COSPONSOR(S): ***NONE*** MOST RECENT SUMMARY: 1 of 2 2/22/2000 6:24 PM Bill Summary & Status http://thomas.loc.gov/cgi-bin/bdquery/z/d106:SN01134(@@@L&summ2=md 5/26/1999--Introduced. TABLE OF CONTENTS: Title I: Education Savings Incentives Title II: Educational Assistance Title III: Liberalization of Tax-Exempt Financing Rules for Public School Construction Title IV: Revenue Provisions Affordable Education Act of 1999 - Title I: Education Savings Incentives - Amends the Internal Revenue Code to increase the maximum annual contribution allowed to an education individual retirement account. Permits eligible educational institutions to maintain qualified tuition programs. Title II: Educational Assistance - Extends the termination date for the exclusion of employer provided educational assistance provisions. Eliminates the 60 month limit on the student loan interest deduction. Excludes from gross income certain amounts received under the National Public Health Service Corps Scholarship Program and the F. Edward Hebert Armed Forces Health Professions Scholarship and Financial Assistance Program. Title III: Liberalization of Tax-Exempt Financing Rules for Public School Construction - Increases the amount by which certain governmental bonds used to finance public school capital expenditures may be exempted from specified arbitrage bond provisions. Provides for the treatment of qualified public educational facility bonds as exempt facility bonds. Permits aggregate Federal guarantees of up to $500 million in school construction bonds by the Federal Housing Finance Board. Title IV: Revenue Provisions - Modifies the foreign tax credit carryback and carryover periods. Limits the use of the non-accrual experience method of accounting under provisions relating to special rules for services. Amends provisions involving returns relating to the cancellation of indebtedness by certain entities to include within the definition of "applicable financial entity" any organization a significant trade or business of which is the lending of money. Directs the Secretary to establish a program requiring the payment of user fees for requests to the IRS for ruling letters, opinion letters, determination letters, and other similar requests (terminates fees October 1, 2009). Revises provisions concerning a corporation, its shareholders, and the transferring of certain assets and liabilities. Disallows a deduction for the transfer of a charitable contribution to or for the use of a State or charitable tax-exempt organization or trust if in connection with such transfer: (1) the organization directly or indirectly pays, or has previously paid, any premium on any personal benefit contract (life insurance, annuity, or endowment contract, also known as charitable split-dollar life insurance) with respect to the transferor; or (2) there is an understanding (side agreement) that any person will directly or indirectly pay any premium on such contract with respect to such transferor. Prohibits transfers of excess pension assets to retiree health account made after September 30, 2009 (currently, after December 31, 2000), from being treated as qualified transfers. Modifies rules relating to the exemption of certain ten or more employer plans from welfare benefit fund provisions. Prohibits, in general, the use of the installment method of accounting for accrual method dispositions. Adds to the list of taxable vaccines any conjugate vaccine of streptococcus pneumoniae. 2 of 2 2/22/2000 6:24 PM Bill Summary & Status http://thomas.loc.gov/cgi-bin/bdqu..@@@L&summ2=m&l/bs/d106query.html Bill Summary & Status for the 106th Congress Item 2 of 6 PREVIOUS NEXT PREVIOUS ALL NEXT:ALL NEW SEARCH HOME HELP H.R.2300 Sponsor: Rep Goodling, William F. (introduced 6/22/1999) Related Bills: H.RES.338 Latest Major Action: 10/25/1999 Referred to Senate committee Title: To allow a State to combine certain funds to improve the academic achievement of all its students. Jump to: Titles, Status, Committees, Related Bill Details, Amendments, Cosponsors, Summary TITLE(S): (italics indicate a title for a portion of a bill) POPULAR TITLE(S): Straight A's Act (identified by CRS) SHORT TITLE(S) AS INTRODUCED: Academic Achievement for All Act (Straight A's Act) SHORT TITLE(S) AS REPORTED TO HOUSE: Academic Achievement for All Act (Straight A's Act) SHORT TITLE(S) AS PASSED HOUSE: Academic Achievement for All Act (Straight A's Act) OFFICIAL TITLE AS INTRODUCED: To allow a State to combine certain funds to improve the academic achievement of all its students. STATUS: (color indicates Senate actions) (Floor Actions/Congressional Record Page References) 6/22/1999: Referred to the House Committee on Education and the Workforce. 10/13/1999: Committee Consideration and Mark-up Session Held. 10/13/1999: Ordered to be Reported by the Yeas and Nays: 26 - 19. 10/15/1999 6:02pm: Reported (Amended) by the Committee on Education and the Workforce. H. Rept. 106-386. 10/15/1999 6:02pm: Placed on the Union Calendar, Calendar No. 221. 10/20/1999 9:38pm: Rules Committee Resolution H. Res. 338 Reported to House. Rule provides for consideration of H.R. 2300 with 2 hours of general debate. Previous question shall be considered as ordered without intervening motions except motion to recommit with or without instructions. makes in order the Committee on Education and the Workforce amendment in the nature of a substitute now printed in the bill as an original bill modified by the amendments printed in Part A of H. Rept. 106-408. Makes in order only those amendments printed in Part B of H. Rept. 106-408. 10/21/1999 7:22pm: Rule H. Res. 338 passed House. 10/21/1999 7:22pm: Considered under the provisions of rule H. Res. 338. 1 of 5 2/22/2000 7:10 PM Bill Summary & Status http://thomas.loc.gov/cgi-bin/bdqu..@@@L&summ2=m&/bss/106oquery.html 10/21/1999 7:22pm: House resolved itself into the Committee of the Whole House on the state of the Union pursuant to H. Res. 338 and Rule XXIII. 10/21/1999 7:22pm: The Speaker designated the Honorable Edward A. Pease to act as Chairman of the Committee. 10/21/1999 9:33pm: H.AMDT.544 Amendment (A001) offered by Mr. Fattah. Amendment sought to require that States certify that their per pupil expenditures or achievement levels are substantively equal in the State. 10/21/1999 10:14pm: H.AMDT.544 On agreeing to the Fattah amendment (A001) Failed by recorded vote: 183 - 235 (Roll no. 530). 10/21/1999 10:14pm: The House rose from the Committee of the Whole House on the state of the Union to report H.R. 2300. 10/21/1999 10:15pm: The House adopted the amendment in the nature of a substitute as agreed to by the Committee of the Whole House on the state of the Union. 10/21/1999 10:15pm: The previous question was ordered pursuant to the rule. 10/21/1999 10:16pm: Mr. Clay moved to recommit with instructions to Education and the Workforce. 10/21/1999 10:37pm: On motion to recommit with instructions Failed by recorded vote: (Roll No. 531). 10/21/1999 10:55pm: On passage Passed by recorded vote: 213 - 208 (Roll no. 532). 10/21/1999 10:55pm: Motion to reconsider laid on the table Agreed to without objection. 10/21/1999 10:55pm: The Clerk was authorized to correct section numbers, punctuation, and cross references, and to make other necessary technical and conforming corrections in the engrossment of H.R. 2300. 10/25/1999: Received in the Senate and read twice and referred to the Committee on HELP. COMMITTEE(S): Committee/Subcommittee: Activity: House Education and the Referral, Reporting Workforce Senate Health, Education, Labor, Referral and Pensions RELATED BILL DETAILS: (additional related bills may be indentified in Status) Bill: Relationship: H.RES.338 Rule related to H.R.2300 in House AMENDMENT(S): 1. H.AMDT.544 to H.R.2300 Amendment sought to require that States certify that their per pupil expenditures or achievement levels are substantively equal in the State. Sponsor: Rep Fattah, Chaka - Latest Major Action: 10/21/1999 House amendment not agreed to 2 of 5 2/22/2000 7:10 PM Bill Summary & Status http://thomas.loc.gov/cgi-bin/bdqu..@@@L.&summ2=m&./bs/d106oquery.html COSPONSORS(128), ALPHABETICAL: (Sort: by date) Rep Aderholt, Robert B. - 6/23/1999 Rep Armey, Richard K. - 6/22/1999 Rep Bachus, Spencer - 6/22/1999 Rep Baker, Richard H. - 6/22/1999 Rep Ballenger, Cass - 6/22/1999 Rep Barr, Bob - 6/23/1999 Rep Bartlett, Roscoe G. - 6/22/1999 Rep Barton, Joe - 6/29/1999 Rep Bliley, Tom - 6/22/1999 Rep Blunt, Roy - 6/22/1999 Rep Boehner, John A. - 6/22/1999 Rep Bonilla, Henry - 10/1/1999 Rep Bono, Mary - 6/23/1999 Rep Brady, Kevin - 7/12/1999 Rep Burton, Dan - 7/21/1999 Rep Canady, Charles T. - 7/12/1999 Rep Cannon, Chris - 6/22/1999 Rep Castle, Michael N. - 6/22/1999 Rep Chabot, Steve - 10/7/1999 Rep Chambliss, Saxby - 6/22/1999 Rep Chenoweth-Hage, Helen - 6/23/1999 Rep Coburn, Tom A. - 6/23/1999 Rep Collins, Mac - 6/29/1999 Rep Cook, Merrill - 6/22/1999 Rep Cox, Christopher - 6/29/1999 Rep Cubin, Barbara - 7/12/1999 Rep Cunningham, Randy (Duke) - 6/23/1999 Rep Deal, Nathan - 6/22/1999 Rep DeLay, Tom - 6/22/1999 Rep DeMint, Jim - 6/22/1999 Rep Dickey, Jay - 6/22/1999 Rep Doolittle, John T. - 6/22/1999 Rep Dreier, David - 6/29/1999 Rep Dunn, Jennifer - 6/22/1999 Rep Emerson, Jo Ann - 6/23/1999 Rep Ewing, Thomas W. - 6/22/1999 Rep Fletcher, Ernest L. - 6/22/1999 Rep Forbes. Michael P. - 6/22/1999 Rep Fossella, Vito - 6/23/1999 Rep Fowler, Tillie - 6/29/1999 Rep Franks, Bob - 6/22/1999 Rep Gibbons, Jim - 10/1/1999 Rep Gillmor, Paul E. - 7/21/1999 Rep Goodlatte, Bob - 10/13/1999 Rep Goss, Porter J. - 10/1/1999 Rep Graham, Lindsey O. - 6/22/1999 Rep Granger, Kay - 6/22/1999 Rep Green, Mark - 6/23/1999 Rep Greenwood, James C. - 6/22/1999 Rep Hall, Ralph M. - 6/22/1999 Rep Hastert, J. Dennis - 6/22/1999 Rep Hastings, Doc - 6/22/1999 Rep Hayes, Robin - 6/22/1999 Rep Hayworth, J. D. - 6/29/1999 Rep Hefley, Joel - 6/22/1999 Rep Herger, Wally - 6/22/1999 Rep Hill, Rick - 6/22/1999 Rep Hilleary, Van - 6/22/1999 Rep Hoekstra, Peter - 6/22/1999 Rep Hostettler, John N. - 6/22/1999 Rep Hunter, Duncan - 7/12/1999 Rep Hyde, Henry J. - 7/12/1999 Rep Isakson, Johnny - 6/23/1999 Rep Johnson, Sam - 6/22/1999 Rep King, Peter T. - 6/29/1999 Rep Kingston, Jack - 6/29/1999 Rep Knollenberg, Joe - 6/22/1999 Rep Kolbe, Jim - 10/1/1999 Rep Largent, Steve - 7/29/1999 Rep Lewis, Jerry - 7/12/1999 Rep Lewis, Ron - 6/22/1999 Rep Linder, John - 7/21/1999 Rep Lucas, Frank D. - 7/1/1999 Rep Mclnnis, Scott - 6/22/1999 Rep McIntosh, David M. - 6/22/1999 Rep McKeon, Howard P. (Buck) - 6/22/1999 Rep Metcalf, Jack - 6/22/1999 Rep Miller, Dan - 6/22/1999 3 of 5 2/22/2000 7:10 PM Bill Summary & Status http://thomas.loc.gov/cgi-bin/bdqu..@@@L.&summ2=-m&/bs/d10oquery.html Rep Miller, Gary - 6/22/1999 Rep Myrick, Sue - 6/22/1999 Rep Nethercutt, George R., Jr. - 6/29/1999 Rep Northup, Anne - 6/22/1999 Rep Norwood, Charlie - 6/22/1999 Rep Nussle, Jim - 7/12/1999 Rep Ose, Doug - 7/12/1999 Rep Oxley, Michael G. - 10/14/1999 Rep Packard, Ron - 6/22/1999 Rep Peterson, John E. - 6/22/1999 Rep Petri, Thomas E. - 6/22/1999 Rep Pitts, Joseph R. - 6/22/1999 Rep Pombo, Richard W. - 6/22/1999 Rep Portman, Rob - 6/22/1999 Rep Pryce, Deborah - 6/22/1999 Rep Radanovich, George P. - 7/12/1999 Rep Regula, Ralph - 6/23/1999 Rep Roukema, Marge - 6/23/1999 Rep Royce, Edward R. - 6/22/1999 Rep Ryun, Jim - 7/12/1999 Rep Salmon, Matt - 6/22/1999 Rep Schaffer, Bob - 6/22/1999 Rep Sensenbrenner, James, Jr. - 6/29/1999 Rep Sessions, Pete - 6/22/1999 Rep Shadegg, John B. - 10/7/1999 Rep Shays, Christopher - 6/22/1999 Rep Shimkus, John - 7/21/1999 Rep Smith, Christopher H. - 6/22/1999 Rep Smith, Lamar - 7/12/1999 Rep Smith, Nick - 6/22/1999 Rep Souder, Mark E. - 6/23/1999 Rep Spence, Floyd - 7/21/1999 Rep Stearns, Cliff - 6/29/1999 Rep Stump, Bob - 6/22/1999 Rep Sununu, John E. - 6/22/1999 Rep Sweeney, John E. - 6/23/1999 Rep Talent, James M. - 6/22/1999 Rep Tancredo, Thomas G. - 6/22/1999 Rep Terry, Lee - 6/22/1999 Rep Thornberry, William (Mac) - 7/1/1999 Rep Tiahrt, Todd - 7/29/1999 Rep Toomey, Patrick J. - 10/1/1999 Rep Upton, Fred - 8/5/1999 Rep Vitter, David - 7/21/1999 Rep Watts, J. C., Jr. - 6/22/1999 Rep Weldon, Curt - 6/23/1999 Rep Weldon, Dave - 6/29/1999 Rep Wicker, Roger F. - 7/1/1999 Rep Wilson, Heather - 7/1/1999 Rep Wolf, Frank R. - 6/29/1999 MOST RECENT SUMMARY: 10/21/1999- House, amended. (There are 2 other summaries) Academic Achievement for All Act (Straight A's Act) - Allows up to ten States a certain type of flexibility in combining and using specified Federal elementary and secondary education formula program funds for State education priorities and programs, in exchange for being held accountable for meeting, in a five-year period, certain performance goals which they propose. (Sec. 3) Allows not more than ten States to opt to enter into such a performance agreement with the Secretary of Education, under which provisions of law relating to specified eligible programs shall not apply to the State, with certain exceptions. Requires such States to provide parents, teachers, and local schools notice and opportunity to comment on any such proposed performance agreement prior to submission to the Secretary. Includes under the terms of such agreements requirements relating to: (1) use of such funds to improve student achievement; (2) an accountability system; (3) performance goals and measures, and student academic achievement data; (4) fiscal responsibilities; (5) civil rights; (6) private school student and staff participation; (7) State financial participation; and (8) annual reports. (Sec. 4) Lists such eligible programs, under various provisions of the Elementary and Secondary 4 of 5 2/22/2000 7:10 PM Bill Summary & Status http://homas.loc.gov/cgi-bin/bdqu..@@@L&summ2=m&/bs/d106queryhtml Education Act of 1965 (ESEA), the Department of Education Appropriation Act of 1999, the Goals 2000: Educate America Act, the Carl D. Perkins Vocational Technical Education Act, and the Stewart B. McKinney Homeless Assistance Act. (Sec. 5) Sets forth requirements relating to: (1) within-State distribution of funds; (2) local participation; and (3) limitations on State and local educational agency administrative expenditures. (Sec. 8) Requires performance reviews at mid-term and at the end of the five-year period of the performance agreement. Authorizes termination of the agreement if student achievement in the academic categories significantly declines for three consecutive years during the five-year term. Requires termination of the agreement and State compliance with program requirements in effect at the time of termination if a State has not substantially met the performance goals by the end of the five-year term. Authorizes reductions of State administrative funds for States that have no progress by the end of the term. (Sec. 9) Allows States that have met at least 80 percent of their performance goals to apply for renewal of performance agreements for an additional five-year period. (Sec. 10) Directs the Secretary annually to set aside sufficient funds from the Fund for the Improvement of Education under ESEA to grant achievement gap reduction rewards to such States. Requires a performance reward to equal at least five percent of funds allocated to the State during the first year of the performance agreement for programs included in the agreement. Makes a State eligible to receive a reward if, over the five-year term of the performance agreement, it reduces by at least 25 percent the difference between the percentage of highest and lowest performing groups of students that meet the State's definition of proficient, with such reduction occurring in at least: (1) two content areas, one of which must be mathematics or reading; and (2) two grade levels. (Sec. 11) Directs the Secretary to make the annual State reports available to specified congressional committees. 5 of 5 2/22/2000 7:10 PM http://onCongres.cq.com/PSUser/ps..eklyreportbrowse&NS_initial_frm-l return to hit list previous next CQ WEEKLY - SOCIAL POLICY Feb. 19, 2000 Bipartisan Support Propels Social Security Bill By Lori Nitschke, CQ Staff Having played Charlie Brown to President Clinton's Lucy on so many political footballs that have emerged in the past three years from the House Ways and Means Committee, it appeared the week of Feb. 14 as though Republicans were finally ready to kick one through the uprights. Legislation (HR 5) to lift the limit on how much outside income retirees ages 65 through 69 may earn and still collect their full Social Security benefits looks to be headed for quick enactment. That would mark the first substantive change to tax or entitlement law since 1997, when twin reconciliation measures were enacted to carry out the budget-balancing and tax cut deal between Clinton and the GOP. "This is going to be one of the happiest days which all of us are going to remember for doing the right thing," Republican E. Clay Shaw Jr. of Florida, chairman of the Ways and Means Social Security Subcommittee, declared as the Feb. 16 markup began. Ten minutes later, the bill to repeal the "earnings test" had been approved by voice vote. Robert T. Matsui of California, the panel's ranking BoxScore Democrat, used the markup to highlight other Democratic priorities -- helping impoverished women and disabled people Bill: HR 5 To repeal the on Social Security. But he did not offer a disparaging remark "earnings test" for some Social Security about the bill, which did not specifically help those groups. beneficiaries. "You make a better friend than an enemy," Shaw told Matsui, Latest action: House Ways referring to the acrimonious debates that have engulfed Ways and Means Social Security and Means in recent years. Subcommittee approved by voice vote Feb. 16. Next likely action: Full Some of that ire has already surfaced this year, on committee markup the legislation (HR 6) the House passed Feb. 10 to change the tax week of Feb. 28. treatment for most married couples. Though Democrats and Reference: Marriage Clinton share the Republican goal of lessening penalties in penalty, CQ Weekly, p. 290; the tax code for the married, they have a host of objections to background, 1997 Almanac, p. 2-27, 1996 Almanac, p. the GOP bill; their chief argument is that such an expensive 6-26. tax cut -- $182 billion in the next decade should wait until Social Security and Medicare are made solvent and the national debt is paid down. (CQ Weekly, p. 290) The marriage penalty and earnings test measures are among the few stand-alone bills advanced by Ways and Means in recent years. Although the Social Security legislation is not a tax cut bill per se -- as are most of the stand-alone GOP measures going before the panel this year -- many Social Security recipients would view it as one, because they describe the current earnings limit as essentially a tax on their income. People ages 65 through 69 now lose $1 in Social Security benefits for each $3 they earn above an annual limit -- $17,000 this year, rising to $30,000 in two years. Those 62 through 64 lose $1 for every $2 in excess earnings. But all who lose benefits in this way receive higher monthly checks to compensate for the loss later on. There are no earnings limits for recipients age 70 and older. (Chart, below) 1 of 3 2/22/2000 5:29 PM http://onCongress.cq.com/PSUser/ps.eklyreportbrowse&NS_initial_fm=1 In an interview with CNN on Feb. 14, Clinton said he was "thrilled" with the proposal. "If they will send me a bill," he said, that "doesn't have a lot of other things unrelated to that littered to it, I will be happy to sign it." Clinton added that he hoped Congress would still consider broader Social Security overhaul, an unlikely proposition this year. At a Feb. PDF 15 Ways and Means hearing on the earnings limit, Lloyd Doggett, D-Texas, said, "Congress should be grappling with the tough choices Few Now Exceed Earnings about how to extend the solvency of Social Security for all," not just Limit considering an "eat dessert first" bill. But he did not oppose the measure at the markup the next day. Keeping the bill clean, as Clinton wants, could be easy under the rules of the House, which may consider the measure as soon as March 2. Keeping the measure narrow in scope could be far more tricky under the rules governing the other side of the Capitol. The Senate was in recess the week of Feb. 14, but lobbyists speculated that a number of senators might see the bill as an opportunity to carry favored provisions to the White House. Such efforts could slow action on the bill, but few senators in either party are likely to oppose the underlying measure. Bipartisan enthusiasm for the legislation was made easier by the endorsement of the AARP, voiced at a Social Security Subcommittee hearing Feb. 15. "Given the increased longevity and generally improved health of many retirees, the prospect of an aging society, and a slower-growing work force, it is critical that we find ways to better tap the valuable and underutilized skills of older workers," said Jane Baumgarten, a board member of the association. Republicans have long attacked the limit as unwise and unfair. A proposal to reduce it was in the "Contract With America," the House GOP candidates' platform that helped propel the party's takeover of Congress in 1994. An increase in the limit (PL 104-121) was enacted two years later, and last year Clinton proposed a further relaxation. How Far to Go? In order to avoid controversy, Shaw and bill sponsor Sam Johnson, R-Texas, decided against proposing a repeal of the penalty for those workers who begin collecting Social Security benefits before turning 65. About three of every five workers begin taking benefits at age 62, the earliest opportunity; in exchange, their monthly benefits are forever reduced. Benefits are further reduced --by $1 for every $2 earned above $10,080 annually --for those ages 62, 63 and 64 who continue to work. Those lost Social Security earnings are replenished when workers turn 65 through a what are known as delayed-retirement credits. At the Feb. 15 hearing, Social Security Commissioner Kenneth S. Apfel said that ending the earnings test for early retirees could exacerbate elderly poverty. That is because, he said, the move might make it more attractive for workers to retire early, even though they and perhaps their surviving spouses -- could receive benefits so reduced as to make them insufficient to live on without additional income. Repealing the earnings limit for retirees ages 65 through 69 did not raise such questions and enjoyed the added benefit of being less costly. The bill would deplete the Social Security trust fund by $8.2 billion in fiscal 2001 and by $22.7 billion in the next decade. That is because Social Security would continue to be paying higher monthly benefits to people who lost aid while the earnings test was in effect, and at the same would be required to begin paying full benefits to those who have earned income that is above the previous penalty-free limit. Once both the limits and the 2 of 3 2/22/2000 5:29 PM http://onCongress.cq.com/PSUser/ps..ekyreportbrowse&NS_initial_fm= corresponding credits are removed, the proposed repeal would be cost-neutral in the long term. Under the bill, the earnings limit would be repealed for people older than the age required to reap full Social Security benefits, which is scheduled to increase gradually to 67 by 2027. Some subcommittee Democrats said they also would like to repeal the earnings limit for the blind, $1,170 a month this year. Republicans said that would be unfair without also repealing a $700 monthly cap on earnings by other disabled people. Both groups can qualify for Social Security before retirement age if they do not partake in "substantial gainful activity" above those limits. Members decided not to tackle the changes because they would have increased the bill's costs and possibly jeopardized a smooth ride through Congress.. Source: CQ Weekly The definitive source for news about Congress. ©2000 Congressional Quarterly Inc. All Rights Reserved. return to hit list previous next CQ Copyright 1983-2000 Congressional Quarterly Inc. .com All Rights Reserved. 3 of 3 2/22/2000 5:29 PM Bill Summary & Status http://thomas.loc.gov/cgi-bin/bdquery/z2d106:SN01134(@@@L&summ2-m& Bill Summary & Status for the 106th Congress NEW SEARCH I HOME I HELP S.1134 Sponsor: Sen Roth, William V., Jr. (introduced 5/26/1999) Latest Major Action: 5/26/1999 Senate preparation for floor Title: An original bill to amend the Internal Revenue Code of 1986 to allow tax-free expenditures from education individual retirement accounts for elementary and secondary school expenses, to increase the maximum annual amount of contributions to such accounts, and for other purposes. Jump to: Titles, Status, Committees, Related Bill Details, Amendments, Cosponsors, Summary TITLE(S): (italics indicate a title for a portion of a bill) SHORT TITLE(S) AS INTRODUCED: Affordable Education Act of 1999 OFFICIAL TITLE AS INTRODUCED: An original bill to amend the Internal Revenue Code of 1986 to allow tax-free expenditures from education individual retirement accounts for elementary and secondary school expenses, to increase the maximum annual amount of contributions to such accounts, and for other purposes. STATUS: (color indicates Senate actions) (Floor Actions/Congressional Record Page References) 5/19/1999: Committee on Finance ordered to be reported an original measure. 5/26/1999: Committee on Finance. Original measure reported to Senate by Senator Roth. With written report No. 106-54. Minority views filed. 5/26/1999: Placed on Senate Legislative Calendar under General Orders. Calendar No. 124. COMMITTEE(S): Committee/Subcommittee: Activity: Senate Finance Origin, Reporting RELATED BILL DETAILS: ***NONE*** AMENDMENT(S): ***NONE*** COSPONSOR(S): ***NONE*** MOST RECENT SUMMARY: 1 of 2 2/22/2000 6:20 PM Bill Summary & Status http://thomas.loc.gov/cgi-bin/bdquery/z2d106:SN01134:@@@L&summ2=m&z 5/26/1999--Introduced. TABLE OF CONTENTS: Title I: Education Savings Incentives Title II: Educational Assistance Title III: Liberalization of Tax-Exempt Financing Rules for Public School Construction Title IV: Revenue Provisions Affordable Education Act of 1999 - Title I: Education Savings Incentives - Amends the Internal Revenue Code to increase the maximum annual contribution allowed to an education individual retirement account. Permits eligible educational institutions to maintain qualified tuition programs. Title II: Educational Assistance - Extends the termination date for the exclusion of employer provided educational assistance provisions. Eliminates the 60 month limit on the student loan interest deduction. Excludes from gross income certain amounts received under the National Public Health Service Corps Scholarship Program and the F. Edward Hebert Armed Forces Health Professions Scholarship and Financial Assistance Program. Title III: Liberalization of Tax-Exempt Financing Rules for Public School Construction - Increases the amount by which certain governmental bonds used to finance public school capital expenditures may be exempted from specified arbitrage bond provisions. Provides for the treatment of qualified public educational facility bonds as exempt facility bonds. Permits aggregate Federal guarantees of up to $500 million in school construction bonds by the Federal Housing Finance Board. Title IV: Revenue Provisions - Modifies the foreign tax credit carryback and carryover periods. Limits the use of the non-accrual experience method of accounting under provisions relating to special rules for services. Amends provisions involving returns relating to the cancellation of indebtedness by certain entities to include within the definition of "applicable financial entity" any organization a significant trade or business of which is the lending of money. Directs the Secretary to establish a program requiring the payment of user fees for requests to the IRS for ruling letters, opinion letters, determination letters, and other similar requests (terminates fees October 1, 2009). Revises provisions concerning a corporation, its shareholders, and the transferring of certain assets and liabilities. Disallows a deduction for the transfer of a charitable contribution to or for the use of a State or charitable tax-exempt organization or trust if in connection with such transfer: (1) the organization directly or indirectly pays, or has previously paid, any premium on any personal benefit contract (life insurance, annuity, or endowment contract, also known as charitable split-dollar life insurance) with respect to the transferor; or (2) there is an understanding (side agreement) that any person will directly or indirectly pay any premium on such contract with respect to such transferor. Prohibits transfers of excess pension assets to retiree health account made after September 30, 2009 (currently, after December 31, 2000), from being treated as qualified transfers. Modifies rules relating to the exemption of certain ten or more employer plans from welfare benefit fund provisions. Prohibits, in general, the use of the installment method of accounting for accrual method dispositions. Adds to the list of taxable vaccines any conjugate vaccine of streptococcus pneumoniae. 2 of 2 2/22/2000 6:20 PM