Formulas, Takedowns, and Setasides

Formulas, Takedowns, and Setasides
Current Law	Administration Proposal H.R. 2088 & S. 1072 as Modified SAFETEA of 2003	House H.R. 3 as Passed House TEA-LU	Senate H.R. 3 as Passed Senate SAFETEA of 2005
Equity Programs
Minimum Guarantee: This equity adjustment is structured so that each State will receive funds under the provision regardless of its donor-donee status.	Minimum Guarantee: This equity adjustment is structured so that each State will receive funds under the provision regardless of its donor-donee status.	Minimum Guarantee: This equity adjustment is structured so that each State will receive funds under the provision regardless of its donor-donee status. There are two additional equity programs--the equity adjustment and the scope adjustment--and all three interact.	Equity Bonus: This equity bonus is structured so that donor states and certain other groups of states receive funds.
Takedowns:
FHWA Administrative Expense 1-1/6%	Increased to 1.4%	FHWA administrative takedown limited to STP only. [1103]	FHWA takedown eliminated in favor of a direct authorization [1103]
FMCSA Administrative Expense 1/3%	FMCSA takedown eliminated in favor of a direct authorization	Same as Administration bill [4101]	Same as Administration bill
Metropolitan Planning - none	1%	Same as current law	Same as current law
Calculation:
General Rule:Each State's share of apportionments from specified programs will be the percentage specified for that State in statute.The specified shares will be adjusted as necessary to ensure that each State's share of apportionments from the specified programs is not less than 90.5% of its share of contributions to the Highway Account of the Highway Trust Fund. Puerto Rico is not a State for this purpose.	Same as current law except that Puerto Rico is included in calculation.Also excludes Metropolitan Planning program from the calculation process so that the 1% Metro Planning takedown can be applied to the Minimum Guarantee.	Same as current law.	General Rule:Subject to the special rules below, each State's share of apportionments from specified programs will be at least 92 percent of that State's share of contributions to the Highway Account of the Highway Trust Fund. Puerto Rico is not a State for this purpose.
Programs included in calculation:
Interstate Maintenance National Highway System Bridge Program Surface Transportation Program Congestion Mitigation & Air Quality Improvement Program Appalachian Development Highway System Recreational Trails Metropolitan Planning High Priority Projects Minimum Guarantee	Interstate Maintenance National Highway System Bridge Program Surface Transportation Program Congestion Mitigation & Air Quality Improvement Program Appalachian Development Highway System Recreational Trails [not included] NA Minimum Guarantee Infrastructure Performance and Maintenance Program Highway Safety Improvement Program	Interstate Maintenance National Highway System Bridge Program Surface Transportation Program Congestion Mitigation & Air Quality Improvement Program Appalachian Development Highway System Recreational Trails Metropolitan Planning High Priority Projects Minimum Guarantee NA Highway Safety Improvement Program Coordinated Border Infrastructure Program Freight Intermodal Connectors Safe Routes to School High Risk Rural Road Safety Improvement Program	Interstate Maintenance National Highway System Bridge Program Surface Transportation Program Congestion Mitigation & Air Quality Improvement Program Appalachian Development Highway System Recreational Trails Metropolitan Planning NA Equity Bonus Program Infrastructure Performance and Maintenance Program Highway Safety Improvement Program Border Planning, Operations, Technology, and Capacity Program Rail-highway Grade Crossings Program Safe Routes to School Program
Special Rules:
None	None	If any State's quotient of its share of apportionments (excluding the Minimum Guarantee) to its share in the table in section 1105(b) is greater than 1.3, the State with the highest such quotient will receive $1M in Minimum Guarantee funds (the minimum) and be removed from the Minimum Guarantee calculation.	States with a population density of less than 20 persons per square mile, a total population less than 1 million, a median household income of less than $35,000, or a 2002 Interstate fatality rate greater than 1 per 100M VMT will receive at least the same share of total apportionments and high priority projects funding that they averaged during TEA-21.
			No State shall receive less than 115 percent of its average annual apportionments and high priority projects funding under TEA-21.
			Each State's Equity Bonus for 2005 is capped at an amount equal to 124 percent of its average apportionments and high priority project funding under TEA-21.The cap increases each year reaching 250 percent in 2009.
			Notwithstanding the cap, a State's return on its share of contributions must be not less than 90.5 percent for FY 2005, not less than 91 percent for FYs 2006-2008, and not less than 92 percent for 2009.No state may receive a negative Equity Bonus.
Minimum Apportionment:
$1 million	Same as current law	Same as current law	None
Programmatic Distribution:
Amount not subject to distribution:$2.8 billion	Same as current law	Amount not subject to distribution:$2.87 billion in FY 2004 rising to $3.25 billion by FY 2009.	Amount not subject to distribution:$0.
Programs receiving programmatic distribution:Interstate Maintenance, National Highway System, Bridge, Surface Transportation, and Congestion Mitigation and Air Quality Improvement	Same as current law plus the new Highway Safety Improvement Program.	Same as current law	Same as current law plus the new Highway Safety Improvement Program and Metropolitan Planning
Setasides:
State Planning & Research - 2%	State Planning & Research - 2.5%	Same as current law	Same as current law
		Equity Adjustment: If any State would have received more funding under the Minimum Guarantee had High Priority Projects not been included in the calculation of Minimum Guarantee, the State will receive the funds so "lost" in addition to the Minimum Guarantee.Such additional funds will be adjusted upward as needed so that no state receives less than a 90.5 return taking into consideration the Minimum Guarantee and Equity Adjustment funds combined. [1104(f)]
		Scope Adjustment: If the ratio of total apportionments to States, including the Minimum Guarantee and the Equity Adjustment, to total authorizations for the Federal-aid Highway Program is less than 0.926, additional funds shall be added to the Surface Transportation Program such that the ratio will be 0.926.This will trigger recalculation of STP apportionments, the Minimum Guarantee, the Equity Adjustment and the Scope Adjustment until the condition is met.[1104(h)]
		The source of the additional STP funds is a setaside from the National Corridor Infrastructure Improvement Program.Such sums as may be necessary are authorized to allow the restoration of the Corridor program funds.The restoration is accomplished after completion of the determination of the Scope Adjustment. [1104(h)]

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