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Discretionary Budget Authority by Subfunction: An Overview

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Discretionary Budget Authority by Subfunction: An Overview D. Andrew Austin Analyst in Economic Policy February 14, 2012April 25, 2013 Congressional Research Service 7-5700 www.crs.gov R41726 CRS Report for Congress Prepared for Members and Committees of Congress Discretionary Budget Authority by Subfunction: An Overview Summary President Obama’s FY2013FY2014 budget submission was released on February 13, 2012. This report April 10, 2013. Using data from that budget submission, this report provides a graphical overview of historical trends in discretionary budget authority (BA) from FY1976 through FY2011, enacted levels for FY2012FY2012, preliminary estimates for FY2013 spending, and the levels consistent with the President’s proposals for FY2013FY2014 through FY2017 FY2018. Spending caps and budget enforcement mechanisms established in the Budget Control Act of 2011 (P.L. 112-25; BCA) will probably strongly affect the FY2013 budget cycle. The BCA was signed into law on August 2, 2011, after months of intense negotiations over alternative plans to reduce the deficit and raise the debt limit. As the 112thaffected the FY2013 budget cycle and are likely to shape the FY2014 budget cycle as well. BCA provisions include separate caps on discretionary defense and non-defense spending. As the 113th Congress considers funding levels for FY2013FY2014 and beyond, past spending trends may prove useful in framing policy discussions. For example, rapid growth in national defense and other security spending in the past decade has played an important role in fiscal discussions. The sharp increases in federal spending on education, energy, and other areas funded by the American American Recovery and Reinvestment Act of 2009 (ARRA; P.L. 111-5) have been noted in recent budget debatesP.L. 111-5; ARRA) funded sharp increases in spending on education, energy, and other areas. Since FY2010, however, base defense discretionary spending has essentially been held flat and nondefensenon-defense discretionary spending has been reduced significantly. The base defense budget excludes war funding (Overseas Contingency Operations/Global War on Terror). ). This report may provide a starting point for discussions about spending trends and federal priorities, but it does not attempt to explain spending patterns in each policy area. Other CRS products, however, can products are available to provide insights into those spending trends in specific functional areas. Functional categories (e.g., national defense, agriculture, etc.) provide a means to compare federal funding for activities within broad policy areas that often cut across several federal agencies. Subfunction categories provide a finer division of funding levels within narrower policy areas. Budget function categories are used within the budget resolution and for other purposes, such as possible program cuts and tax expenditures. Three functions, however, are omitted. These are (1) allowances, which contain items reflecting technical budget adjustments; (2) net interest, which by its nature is not discretionary spending; and (3) undistributed offsetting receipts, which are treated for federal budgetary purposes as negative budget authority. Allowances in FY2013 include unspecified cuts to comply with BCA spending caps. Spending in this report is measured and illustrated in terms of discretionary budget authority as a percentage of gross domestic product (GDP). Measuring spending as a percentage of GDP in effect controls for inflation and population increases. A flat line on such graphs indicates that spending in that category is increasing at the same rate as overall economic growth. Discretionary spending is provided and controlled through appropriations acts, which provide budget authority to federal agencies to fund many fund many of the activities commonly associated with such federal government functions as running executive branch agencies, congressional offices and agencies, and international operations of the government. Essentially all spending on federal wages and salaries is discretionary. Program administration costs for entitlement programs such as Social Security, is are generally funded by discretionary spending, while mandatory spending generally funds the benefits provided through those programs. Thus, the figures showing trends in discretionary budget authority presented herein do not reflect the much larger expenditures on program benefits supported by mandatory spending. For some federal agencies, such as the Departments of Veterans Affairs and Transportation, the division of expenditures into discretionary and mandatory categories can be complex. This report will not be updated. Congressional Research Service Discretionary Budget Authority by Subfunction: An Overview Congressional Research Service Discretionary Budget Authority by Subfunction: An Overview Contents Background on Functional Categories ............................................................................................. 62 Discretionary Spending in the FY2013FY2014 Budget ............................................................................. 10.. 6 Negative Budget Authority ........................................................................................................ 8 Historical Spending Trends.............................................................................................................. 8 11 Cold War, Peace Dividend, and the Global War on Terror ...................................................... 12.. 9 The Recovery Act .................................................................................................................... 12 Negative Budget Authority11 Federal Health Programs ...................................................................................................... 13... 12 Figures Figure 1. Discretionary Defense and Non-Defense Spending, FY1976-FY2017FY2018 ........................... 10. 9 Figure 2. National Defense (050) Subfunctions ............................................................................ 1410 Figure 3. Education, Training, Employment, and Social Services (500) Subfunctions ................. 1512 Figure 4. Health Care Services (Subfunction 551) and Medicare (Subfunction 571) ................... 1613 Figure 5. Smaller Health Subfunctions .......................................................................................... 1714 Figure 6. Income Security (600) Subfunctions .............................................................................. 1815 Figure 7. Social Security (650) Subfunction.................................................................................. 1916 Figure 8. Veterans Benefits and Services (700) Subfunctions ....................................................... 2017 Figure 9. Energy (270) Subfunctions ............................................................................................. 2118 Figure 10. Natural Resources and Environment (300) Subfunctions ............................................ 2219 Figure 11. Commerce and Housing Credit Subfunctions .............................................................. 2320 Figure 12. Transportation (400) Subfunctions ............................................................................... 2421 Figure 13. Community and Regional Development (450) Subfunctions....................................... 2522 Figure 14. International Affairs (150) Subfunctions ...................................................................... 2623 Figure 15. General Science, Space, and Technology (250) Subfunctions ..................................... 2724 Figure 16. Agriculture (350) Subfunctions .................................................................................... 2825 Figure 17. Administration of Justice (750) Subfunctions .............................................................. 2926 Figure 18. General Government (800) Subfunctions..................................................................... 3027 Tables Table 1. Budget Function Categories by Superfunction .................................................................. 74 Contacts Author Contact Information........................................................................................................... 3027 Congressional Research Service Discretionary Budget Authority by Subfunction: An Overview T his report presents figures showing trends in discretionary budget authority as a percentage of GDP by subfunction within each of 17 budget function categories, using data from President Obama’s FY2013FY2014 budget submission.1 This report provides a graphical overview of historical trends in discretionary budget authority from FY1976 through FY2011, enacted levels for FY2012FY2012, preliminary estimates for FY2013 spending, and the levels consistent with the President’s proposals for FY2013 FY2014 through FY2017FY2018.2 Discretionary spending is provided and controlled through appropriations acts, which fund many . These acts fund many of the activities commonly associated with such federal government functions, such as running executive branch agencies, congressional offices and agencies, and international operations of the government.3 Thus, the figures showing trends in discretionary budget authority presented below do not reflect the much larger expenditures on program benefits supported by mandatory spending. For some departments, such as Transportation, the division of expenditures into discretionary and mandatory categories can be complex. Discretionary spending in this report is measured in terms of budget authority. Budget authority for an agency has been compared to having funds in a checking account. Funds are available, subject to congressional restrictions, and can be used to enter into obligations such as contracts or hiring personnel. Outlays occur when the U.S. Treasury disburses funds to honor those obligations. Measuring spending as a percentage of GDP in effect controls for inflation and population increases those obligations. Spending in this report is shown as a percentage of GDP to control for the effects of inflation, population growth, and growth in per capita income. A flat line on such graphs indicates that spending in that category is increasing at the same rate as overall economic growth. Discussions about the appropriate levels of spending for various policy objectives of the federal government have played an important role in congressional deliberations over funding measures for FY2011 and FY2012,in the last several years and are expected to play a central role as Congress considers decisions affecting the FY2013FY2014 budget.4 As the 112th113th Congress considers funding levels for FY2013FY2014 and beyond, past spending trends may prove useful in framing policy discussions. Spending caps and budget enforcement mechanisms established in the Budget Control Act of 2011 (P.L. 112-25; BCA) will probably strongly affect the FY2013 budget cycle.5 The BCA was signed into law on August 2, 2011, after months of intense negotiations over alternative plans to reduce the deficit and raise the debt limit. For example, rapid For example, rapid growth in national defense and other security spending in the past decade has played an important role in fiscal discussions. The sharp increases in federal spending on education, energy, and other areas funded by The American Recovery and Reinvestment Act of 2009 (ARRA; P.L. 111-5) have also played a significant role in recent budget debates. Trends in net interest are excluded as federal interest expenditures have been automatically appropriated since 1847. Allowances, which contain items reflecting technical budget adjustments, and undistributed offsetting receipts are also excluded. Allowances in FY2013 include unspecified cuts to comply with BCA spending caps. Figures in this report are based on the Office of Management and Budget (OMB) Public Budget Database accompanying the FY2013 budget release.6 Table 5.1 in the Historical Tables volume of 1 The President’s FY2013 budget was released on February 13, 2012, and is available at http://www.whitehouse.gov/ omb/; ARRA) have also played a significant role in recent budget debates. Discretionary spending caps and budget enforcement mechanisms established in the Budget Control Act of 2011 (P.L. 112-25; BCA) will probably strongly affect the FY2014 budget cycle.5 The BCA was signed into law on August 2, 2011, after months of intense negotiations over alternative plans to reduce the deficit and raise the debt limit. 1 The President’s FY2014 budget was released on April 10, 2013, and is available at http://www.whitehouse.gov/omb/ budget/. 2 The start of the federal fiscal year was changed from July 1 to October 1 in 1976 to accommodate changes in the congressional budget process. The figures omit data for the transition quarter (July 1 to September 30, 1976). It appears that FY2013 data omit the effects related to the March 1, 2013, sequestration triggered by the absence of a Joint Select Committee on Deficit Reduction (Super Committee) plan and final action on FY2013 appropriations. See FY2014 Budget of the U.S. Government, Summary Table S-4, note 2. 3 For a broader analysis of discretionary spending, see CRS Report RL34424, Trends in Discretionary Spending, by D. Andrew Austin and Mindy R. Levit. 4 CRS Report R41771, FY2011 Appropriations in Budgetary Context, by D. Andrew Austin and Amy Belasco. 5 CRS Report R41965, The Budget Control Act of 2011, by Bill Heniff Jr., Elizabeth Rybicki, and Shannon M. Mahan. 6 Data in the OMB Public Budget Database reconcile to information presented in the Historical Tables volume of the (continued...) Congressional Research Service 5 Discretionary Budget Authority by Subfunction: An Overview the FY2013 Congressional Research Service 1 Discretionary Budget Authority by Subfunction: An Overview Figures in this report are based on the Office of Management and Budget (OMB) Public Budget Database accompanying the FY2014 budget release.6 Table 5.1 in the Historical Tables volume of the FY2014 budget reports budget authority by function and subfunction, but does not provide a breakdown by discretionary and mandatory subcomponents.7 OMB is generally regarded as the official custodian of historical federal budget data. While OMB has attempted to make these data consistent, changes in government accounting standards and agency agency reorganizations, among other changes, may raise difficulties in comparing data from different different fiscal years. In addition, OMB data may not reflect certain zero-balance transfers among funds, which may play an important role in the funding of some federal programsFor example, the Department of Homeland Security (DHS) was created in 2002 from 22 existing federal agencies or entities.8 OMB used historical budget data for those agencies or entities to calculate retrospective estimates for DHS. Budget data in OMB documents may differ from other budget data for various reasons, although differences in historical data are typically small. For example, appropriations budget documents often reflect scorekeeping adjustments. Budget data issued at a later date may include revisions absent from earlier data. In some cases, detailed appropriations data may differ from OMB data, which sometimes do not reflect certain relatively small zero-balance transfers among funds. Differences may also reflect technical differences or different interpretations of federal budget concepts. Background on Functional Categories Functional categories provide a means to compare federal funding for activities within broad policy areas that often cut across several federal agencies.89 Because various federal agencies may have closely related or overlapping responsibilities, and because some agencies have responsibilities in diverse policy areas, budget data divided along functional categories can provide a useful view of federal activities in support of specific national purposes. Superfunction Superfunction categories, which provide a higher level division of federal activities, are • National defense, • Human resources, • Physical resources, and • Other functions, •. Net interest, Allowances, and Undistributed offsetting receipts. could also be considered as separate categories. Superfunction categories for national defense, net interest, allowances, and undistributed offsetting receipts coincide with function categories. Budget function categories, grouped by superfunctions, are shown in Table 1. Subfunction categories provide a finer division of funding levels within narrower policy areas. Subsequent figures follow the ordering of functions in Table 1. (...continued) FY2012 6 Data in the OMB Public Budget Database reconcile to information presented in the Historical Tables volume of the FY2014 budget. The Public Budget Database itself is available here: http://www.whitehouse.gov/omb/budget/ Supplemental. For a further description and important caveats, see the Public Budget Database User Guide, available at http://www.whitehouse.gov/sites/default/files/omb/budget/fy2012fy2014/assets/db_guide.pdf. 7 Table 5.1 of the OMB Historical Tables is available at http://www.whitehouse.gov/sites/default/files/omb/budget/ fy2012/assets/hist05z1.xls. 8 fy2014/assets/hist05z1.xls. 8 Department of Homeland Security, “Creation of the Department of Homeland Security,” available at http://www.dhs.gov/creation-department-homeland-security. 9 For further background on functional categories, see CRS Report 98-280, Functional Categories of the Federal Budget, by Bill Heniff Jr. Congressional Research Service 62 Discretionary Budget Authority by Subfunction: An Overview undistributed offsetting receipts coincide with function categories. Trends in net interest are excluded as federal interest expenditures have been automatically appropriated since 1847. Allowances, which contain items reflecting technical budget adjustments, and undistributed offsetting receipts, are also excluded. Allowances in FY2014 include unspecified cuts to comply with BCA spending caps, future disaster funding costs, and war funding (Overseas Contingency Operations/OCO; Global War on Terror/GWOT) for years after FY2014.10 Budget function categories, grouped by superfunctions, are shown in Table 1. Subfunction categories provide a finer division of funding levels within narrower policy areas. Subsequent figures follow the ordering of functions in Table 1. 10 The allowance for future disaster costs is not included in calculations underlying graphs in order to conform with published data aggregates. Allowances that reflect enforcement of BCA discretionary spending limits are not included, as they are not disaggregated by function. Congressional Research Service 3 Discretionary Budget Authority by Subfunction: An Overview Table 1. Budget Function Categories by Superfunction Superfunction Code Function / Subfunction National Defense 50 51 53 54 National defense 51 Dept. of Defense-Military 53 Atomic energy defense activities 54 Defense-related activities Human Resources 500500 501 502 503 504 505 506 550 551 552 554 570 571 600 601 602 603 604 605 609 650 651 700 701 702 703 704 705 Education, training, employment, and social services 501 Elementary, secondary, and vocational educ. 502 Higher education 503 education Higher education Research and general education aids 504 Training and employment 505 Other labor services 506 Social services 550 Health 551 Social services Health Health care services 552 Health research and training 554 Consumer and occupational health and safety 570 Medicare 571 Medicare 600 Income security 601 Medicare Medicare Income security Gen. retirement & disability insurance (exc. Soc. Sec.) 602 Federal employee retirement and disability 603 Unemployment compensation 604 Housing assistance 605 Unemployment compensation Housing assistance Food and nutrition assistance 609 Other income security 650 651 700 Social security Social security Veterans benefits and services 701 Income security for veterans 702 Veterans education, training, & rehabilitation 703 Hospital and medical care for veterans 704 Veterans housing 705 Other veterans benefits and services Physical Resources 270 Congressional Research Service Energy 7 Discretionary Budget Authority by Subfunction: An Overview Superfunction Code Function / Subfunction 271 Energy supply 272 Energy conservation 274 Emergency energy preparedness 276 Veterans housing Other veterans benefits and services 270 271 272 274 276 300 301 302 303 304 306 Energy Energy supply Energy conservation Emergency energy preparedness Energy information, policy, and regulation 300 Natural resources and environment 301 Water resources 302 Conservation and land mgmt. 303 Recreational resources 304 Water resources Conservation and land management Recreational resources Pollution control and abatement 306 Other natural resources 370 Commerce and housing credit 371 Mortgage credit 372 Postal service 373 Deposit insurance 376 Other advancement of commerce 400 Transportation 401 Ground transportation 402 Air transportation 403 Water transportation 407 Other transportation 450 Community and regional development 451 Community dev. 452 Area and regional dev. 453 Disaster relief and insurance Other Functions 150 151 Intl. dev. and humanitarian assistance 152 Intl. security assistance 153 Conduct of foreign affairs 154 Foreign information & exchange activities 155 Intl. financial programs 250 General science, space, and technology 251 General science and basic research 252 Space flight, research & supporting activities 350 Congressional Research Service International affairs Agriculture 351 Farm income stabilization 352 Agricultural research and services 8 Discretionary Budget Authority by Subfunction: An Overview Superfunction Code 750 Function / Subfunction Administration of justice 751 Federal law enforcement activities 752 Federal litigative and judicial activities 753 Federal correctional activities 754 Criminal justice assistance 800 General government 801 Legislative functions 802 Executive direction and mgmt. 803 Central fiscal operations 804 General property and records mgmt. 805 Central personnel mgmt. 806 General purpose fiscal assistance 808 Other general government 809 Deductions for offsetting receipts Net Interest 900 Net interest 901 Interest on Treasury debt securities (gross) 902 Interest received by on-budget trust funds 903 Interest received by off-budget trust funds 908 Other interest 909 Other Investment and income Allowances 920 Allowances 921 Adjustment for BCA Cap on Security Spending 924 Adjustment for BCA Cap on Non-Security Spending 926 Offset to Medicare SGR Costs 929 Plug for Outyear War Costs 950 Undistributed offsetting receipts Undistributed Offsetting Receipts 951 Employer share, employee retirement (on-budget) 952 Employer share, employee retirement (off-budget) 953 Rents & royalties on the Outer Continental Shelf 954 Sale of major assets 959 Other undistributed offsetting receipts Source: CRS, based on OMB data. Note: Allowances subfunctions may change from year to year. Congressional Research Service 9 Discretionary Budget Authority by Subfunction: An Overview Discretionary Spending in the FY2013 Budget Budget debates in recent years have reflected the dual challenge of a weak economy with persistently high unemployment and output well below its potential level, and longer term challenges of financing the baby boom generation’s retirement. Discretionary spending in the first decade of the 21st century rose rapidly, but since FY2010, base defense discretionary spending has been held flat and non-defense discretionary spending has been reduced significantly.9 Figure 1. Discretionary Defense and Non-Defense Spending, FY1976-FY2017 Budget authority as a percentage of GDP Source: CRS analysis of OMB data. Notes: Defense is defined as funding for the National Defense (050) budget function; non-defense is the remainder. FY1976-FY2011 are historical data; FY2012 is estimated; FY2013-FY2017 reflect the President’s FY2013 budget proposals. This figure assumes unspecified cuts to meet BCA caps are borne by non-defense programs. See text for other important caveats. In the decade FY2000-FY2009, both defense and non-defense spending (new budget authority; BA) rose rapidly, as shown in Figure 1. In the wake of the attacks of September 11, 2001, defense spending rose sharply after the start of the Afghan war in late 2001 and the Iraq war in 2003.10 Spending on non-defense security spending also rose as the federal government overhauled airport security procedures, and then established the Department of Homeland 9 The base defense budget excludes war funding (Overseas Contingency Operations). The Afghan and Iraq wars, along with other related activities, are often called the Global War on Terror (GWOT). 10 Congressional Research Service 10 Discretionary Budget Authority by Subfunction: An Overview Security. Non-security spending also rose to fund new initiatives in education and in other areas.11 In 2007, a severe credit crunch affected global financial markets, which led to a fully fledged financial crisis in 2008 and a severe economic recession. The American Recovery and Reinvestment Act of 2009 (ARRA; P.L. 111-5), designed to stimulate the economy and prevent further slowing of economic activity, sharply increased federal spending on education, energy, and support for state and local governments. ARRA also included broad tax cuts through a Making Work Pay credit and other provisions. The decline in federal revenues and the increase in spending caused the deficit to treble from $459 billion in FY2008 to $1.4 trillion in FY2009. The BCA, unless modified by Congress, will frame budget discussions in FY2013. Spending limitations on discretionary spending are slated to make sharp reductions in defense and nondefense spending in FY2013 and FY2014. In later years, BCA caps would allow for modest growth in nominal (i.e., not adjusted for inflation) terms. President Obama, in his FY2012 budget, had proposed extending a three-year freeze in non-security discretionary spending included in his FY2011 budget submission to five years.12 Discretionary spending, as noted above, is provided and controlled through appropriations acts, which fund many of the activities commonly associated with such federal government functions as running executive branch agencies, congressional offices and agencies, and international operations of the government. Discretionary spending generally funds program administration costs for entitlement programs such as Social Security, while mandatory spending generally funds Social Security benefits. Thus, the figures showing trends in discretionary budget authority presented below do not reflect the much larger expenditures on program benefits supported by mandatory spending. For some departments, such as Veterans Affairs and Transportation, the division of expenditures into discretionary and mandatory categories can be complex. Trends in funding of health subfunctions are shown in two separate figures. Larger programs (health care services/subfunction 551 and Medicare/function 570/subfunction 571) are shown in Figure 4, and smaller programs (health research and training/subfunction 552 and consumer and occupational health and safety/subfunction 554) are shown in Figure 5. Veterans’ health programs, which fall under the veterans benefits and services function, are also shown in Figure 5 to make comparisons among those programs easier. Historical Spending Trends Federal spending trends in functional areas are affected by changing assessments of national priorities, evolving international challenges, economic conditions, as well as changing social characteristics and demographics of the U.S. population. 11 The Obama Administration defined security spending in its FY2012 budget as funding for Department of DefenseMilitary (subfunction 051); the Department of Energy’s National Nuclear Security Administration; International Affairs (function 150, which includes State Department and related agencies); the Department of Homeland Security; and the Department of Veterans Affairs. The BCA defined security similarly, except that it included all military activities within the Department of Defense excluding war funding (i.e., defined by department rather than by subfunction), and also included the Intelligence Community Management Account. 12 For details, see CRS Report R41174, Impact on the Federal Budget of Freezing Non-Security Discretionary Spending, by Mindy R. Levit. Congressional Research Service 11 Discretionary Budget Authority by Subfunction: An Overview Some of the trends and events that have had dramatic effects on federal spending are outlined below. Other CRS products provide background on more specific policy areas. Cold War, Peace Dividend, and the Global War on Terror Trends in Figure 2 reflect shifting national security challenges as well as evolving policy decisions regarding the balance between domestic and defense priorities. Relations between the United States and its allies on one hand, and the Union of Soviet Socialist Republics (USSR) and its allies on the other was the dominant security concern in the half century following the Second World War. In the early 1970s, U.S. involvement in the Vietnam War wound down, while the United States and the USSR moved towards detente, permitting a thaw in cold war relations between the two superpowers and a reduction in defense spending relative to the size of the economy.13 Following intervention by the USSR in Afghanistan in 1979, military spending increased sharply.14 Defense spending continued to increase until 1986, as concern shifted to domestic priorities and the need to reduce large budget deficits. The collapse in 1989 of most of the Warsaw Pact governments in central and eastern Europe and the 1990-1991 disintegration of the Soviet Union was followed by a reduction in federal defense spending, allowing a “peace dividend” that relaxed fiscal pressures. 15 The attacks on the World Trade Center towers in New York City and on the Pentagon on September 11, 2001, were followed by sharp increases in homeland security spending. Defense spending also increased dramatically with the start of the Afghanistan war in October 2001 and the Iraq war in March 2003.16 While U.S. commitments in Iraq appear to be winding down, the demands of returning troops on Department of Veterans Affairs facilities have grown dramatically. The Recovery Act After the financial crisis of 2007-2008 plunged the United States in the deepest economic recession in decades, Congress passed the American Recovery and Reinvestment Act of 2009 (ARRA; P.L. 111-5), often known as the Recovery Act. ARRA includes support for state and local governments in the form of increased infrastructure, Medicaid, school funding, funding for health care IT, extended unemployment benefits, as well as tax cuts and rebates among other provisions.17 According to initial CBO estimates, ARRA provisions were expected to total $787.2 13 For a history of deficit finance and American wars, see Robert D. Hormats, The Price of Liberty, (New York: Times Books, 2007). Also see CRS Report RL31176, Financing Issues and Economic Effects of American Wars, by Marc Labonte and Mindy R. Levit. 14 For one view of budgetary politics in the early 1980s, see David Stockman, The Triumph of Politics, (New York: Harper & Row, 1986). 15 The Warsaw Treaty Organization, established in 1955, included Albania, Bulgaria, Czechoslovakia, the German Democratic Republic, Hungary, Poland, Romania, and the Soviet Union. 16 CRS Report RL33110, The Cost of Iraq, Afghanistan, and Other Global War on Terror Operations Since 9/11, by Amy Belasco. 17 For more information on the provisions of ARRA, see CRS Report R40537, American Recovery and Reinvestment Act of 2009 (P.L. 111-5): Summary and Legislative History, by Clinton T. Brass et al. Congressional Research Service 12 Discretionary Budget Authority by Subfunction: An Overview billion in increased spending and reduced taxes over the FY2009-FY2019 period or just over 5% of GDP in 2008, while a more recent CBO estimate put the total at $814 billion.18 The effects of Recovery Act spending can be seen in Figure 3, where pronounced increases in education, training, employment, and social services subfunctions can be seen for FY2009. Smaller increases can be seen in Figure 9, which shows energy subfunctions, and in Figure 10, which shows natural resources and environment subfunctions. Negative Budget Authority Within the federal budget concepts, certain inflows such as offsetting receipts, offsetting collections, some user fees, and “profits” from federal loan programs, are treated as negative budget authority.19 The federal government uses a modified form of accrual accounting for loan and loan guarantee programs since passage of the Federal Credit Reform Act (FCRA) as well as for certain federal retirement programs.20 OMB calculates net subsidy rates according to FCRA rules for loan and loan guarantee programs. In some cases, FCRA calculations yield negative net subsidy levels, implying that the federal government appears to make a profit on those loans. FCRA subsidy calculations, however, omit risk adjustments.21 The true economic cost of federal credit guarantees can be substantially underestimated when risk adjustments are omitted.22 CBO and OMB include risk adjustments in estimates of the costs associated with the TARP as mandated by the Emergency Economic Stabilization Act of 2008 (EESA; P.L. 110-343).23 For example, some Federal Housing Administration mortgage programs have been estimated to yield negative net subsidies, as shown in Figure 11. 18 For initial estimates, see U.S. Congressional Budget Office, Cost Estimate For the Conference Agreement For H.R. 1, February 13, 2009, available at http://cbo.gov/ftpdocs/99xx/doc9989/hr1conference.pdf. For a later assessment, see CBO, Budget and Economic Outlook: An Update, August 2010, Box 1-2, available at http://www.cbo.gov/ftpdocs/ 117xx/doc11705/08-18-Update.pdf. 19 See OMB, FY2013 Budget, Analytic Perspectives, ch. 12, “Budget Concepts.” In particular, pp. 122-129 cover these topics. 20 CRS Report RL30346, Federal Credit Reform: Implementation of the Changed Budgetary Treatment of Direct Loans and Loan Guarantees, by James M. Bickley. 21 While the FCRA calculations include estimates of default costs, they do not discount more volatile income flows, as a private firm would. 22 U.S. Congressional Budget Office, Estimating the Value of Subsidies for Federal Loans and Loan Guarantees, August 2004, available at http://cbo.gov/doc.cfm?index=5751. 23 U.S. Congressional Budget Office, The Budget and Economic Outlook: Fiscal Years 2009 to 2019, January 7, 2009, pp. 25-26, available at http://www.cbo.gov/ftpdocs/99xx/doc9957/01-07-Outlook.pdf; Testimony of Elizabeth Warren, Chair of the Congressional Oversight Panel, in Congress, Senate Banking Committee, Pulling Back the TARP: Oversight of the Financial Rescue Program, hearings, 111th Congress, 1st sess., February 5, 2009, available at http://banking.senate.gov/public/_files/Warrentestimonyfinal2509.pdf. Congressional Research Service 13 Discretionary Budget Authority by Subfunction: An Overview Figure 2. National Defense (050) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 14 Discretionary Budget Authority by Subfunction: An Overview Figure 3. Education,Training, Employment, and Social Services (500) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 15 Discretionary Budget Authority by Subfunction: An Overview Figure 4. Health Care Services (Subfunction 551) and Medicare (Subfunction 571) Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Discretionary BA for Medicare funds program administration, and does not generally fund program benefits. See OMB budget documents for further caveats. Congressional Research Service 16 Discretionary Budget Authority by Subfunction: An Overview Figure 5. Smaller Health Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: Hospital and medical care for veterans (703) presented here for comparison, and also appears in Figure 8. FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 17 Discretionary Budget Authority by Subfunction: An Overview Figure 6. Income Security (600) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: Discretionary funding for income security programs supports program administration; most income security benefits are generally funded by mandatory spending, which is not shown here. FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 18 Discretionary Budget Authority by Subfunction: An Overview Figure 7. Social Security (650) Subfunction Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: Discretionary funding for Social Security supports program administration; Social Security benefits are generally funded by mandatory spending, which is not shown here. FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 19 Discretionary Budget Authority by Subfunction: An Overview Figure 8.Veterans Benefits and Services (700) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Note that mandatory Veterans Affairs expenditures are not reflected here. Congressional Research Service 20 Discretionary Budget Authority by Subfunction: An Overview Figure 9. Energy (270) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 21 Discretionary Budget Authority by Subfunction: An Overview Figure 10. Natural Resources and Environment (300) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 22 Discretionary Budget Authority by Subfunction: An Overview Figure 11. Commerce and Housing Credit Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 0.14 0.12 Mortgage credit Postal service Deposit insurance Other advancement of commerce Budget Authority as % of GDP 0.10 0.08 0.06 0.04 0.02 0.00 −0.02 −0.04 −0.06 76 978 980 982 984 986 988 990 992 994 996 998 000 002 004 006 008 010 012 014 016 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 19 Source: CRS, based on OMB data from FY2012 Budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 23 Discretionary Budget Authority by Subfunction: An Overview Figure 12. Transportation (400) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from FY2012 Budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 24 Discretionary Budget Authority by Subfunction: An Overview Figure 13. Community and Regional Development (450) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 0.65 Community dev. 0.60 Area and regional dev. 0.55 Disaster relief and insurance Budget Authority as % of GDP 0.50 0.45 0.40 0.35 0.30 0.25 0.20 0.15 0.10 0.05 0.00 −0.05 −0.10 76 978 980 982 984 986 988 990 992 994 996 998 000 002 004 006 008 010 012 014 016 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 19 Source: CRS, based on OMB data from FY2012 Budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 25 Discretionary Budget Authority by Subfunction: An Overview Figure 14. International Affairs (150) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 26 Discretionary Budget Authority by Subfunction: An Overview Figure 15. General Science, Space, and Technology (250) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 27 Discretionary Budget Authority by Subfunction: An Overview Figure 16. Agriculture (350) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 28 Discretionary Budget Authority by Subfunction: An Overview Figure 17. Administration of Justice (750) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 29 Discretionary Budget Authority by Subfunction: An Overview Figure 18. General Government (800) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2017 Source: CRS, based on OMB data from the FY2013 budget submission. Notes: FY2013-FY2017 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Author Contact Information D. Andrew Austin Analyst in Economic Policy aaustin@crs.loc.gov, 7-6552 Congressional Research Service 30 Other natural resources Human Resources Physical Resources Congressional Research Service 4 Discretionary Budget Authority by Subfunction: An Overview Superfunction Code Function / Subfunction 370 371 372 373 376 400 401 402 403 407 450 451 452 453 Commerce and housing credit Mortgage credit Postal service Deposit insurance Other advancement of commerce Transportation Ground transportation Air transportation Water transportation Other transportation Community and regional development Community development Area and regional development Disaster relief and insurance 150 151 152 153 154 155 250 251 252 350 351 352 750 751 752 753 754 800 801 802 803 804 805 806 808 809 International affairs Intl. dev. and humanitarian assistance Intl. security assistance Conduct of foreign affairs Foreign information & exchange activities Intl. financial programs General science, space, and technology General science and basic research Space flight, research & supporting activities Agriculture Farm income stabilization Agricultural research and services Administration of justice Federal law enforcement activities Federal litigative and judicial activities Federal correctional activities Criminal justice assistance General government Legislative functions Executive direction and mgmt. Central fiscal operations General property and records mgmt. Central personnel mgmt. General purpose fiscal assistance Other general government Deductions for offsetting receipts 900 901 902 903 908 Net interest Interest on Treasury debt securities (gross) Interest received by on-budget trust funds Interest received by off-budget trust funds Other interest Other Functions Net Interest Congressional Research Service 5 Discretionary Budget Authority by Subfunction: An Overview Superfunction Code 909 Function / Subfunction Other Investment and income Allowances 920 921 924 925 929 Allowances Adjustment for BCA Cap on Security Spending Adjustment for BCA Cap on Non-Security Spending Future Disaster Costs Plug for Outyear War Costs 950 951 952 953 954 959 Undistributed offsetting receipts Employer share, employee retirement (on-budget) Employer share, employee retirement (off-budget) Rents & royalties on the Outer Continental Shelf Sale of major assets Other undistributed offsetting receipts Undistributed Offsetting Receipts Source: CRS, based on OMB data. Note: Allowances subfunctions often change from one year to the next. Discretionary Spending in the FY2014 Budget The BCA, absent further modification by Congress, will likely frame budget discussions for FY2014. Spending limitations on discretionary spending are slated to make sharp reductions in defense and non-defense spending in FY2013 and FY2014.11 When the Joint Select Committee on Deficit Reduction (JSC), known as the “Super Committee,” did not present a plan to achieve at least $1.2 trillion in deficit reduction over FY2013-FY2021, the original BCA caps were then superseded by revised caps, which imposed separate limits on base defense (budget function 050) and non-defense spending. Base defense funding covers normal costs of national defense, while war costs are not subject to BCA caps.12 The sum of total discretionary spending under the original and revised caps was the same. Further reductions of $109 billion for each year from the revised cap levels, split between defense and non-defense, were slated to occur in each year from FY2013 through FY2021. In FY2013 savings were to be made through sequestration, and in years FY2014-FY2021 savings are slated to occur through a lowering of the discretionary spending caps. Those lowered caps, along with interest savings and an ongoing sequester of non-exempt mandatory spending, were designed to capture the $1.2 trillion in budget savings in the absence of a Super Committee plan. The American Taxpayer Relief Act (H.R. 8; P.L. 112-240; ATRA) delayed the Super Committee sequester by two months, from January 2, 2013, to March 1, 2013.13 In addition, the size of the 11 For a more complete description of recent budget legislation, see CRS Report RL34424, Trends in Discretionary Spending, by D. Andrew Austin. 12 War costs, however, are not exempt from sequestration. Those costs are described as Overseas Contingency Operations (OCO) in budget documents. 13 For details, see CRS Report R42949, The American Taxpayer Relief Act of 2012: Modifications to the Budget Enforcement Procedures in the Budget Control Act, by Bill Heniff Jr. Congressional Research Service 6 Discretionary Budget Authority by Subfunction: An Overview FY2013 sequestration cuts were reduced from $109 billion to $85 billion.14 Discretionary caps on FY2014 defense and non-defense funding, as part of an offset for that reduction, were reduced by $4 billion each. Thus, the revised cap on FY2014 defense funding was reduced from $556 billion to $552 billion. The revised cap on FY2014 non-defense funding was reduced from $510 billion to $506 billion. Defense and non-defense spending are slated for reductions of $54.7 billion each, allocated between discretionary and mandatory spending. Because non-exempt defense mandatory spending is relatively small, most of the defense reduction would be borne by base defense discretionary via a lowered cap. According to preliminary OMB estimates, the lowered FY2014 cap for base defense discretionary BA will be $468.8 billion.15 On the non-defense side for FY2014, Medicare patient care expenses and other non-exempt mandatory spending would bear $17.5 billion of the $54.7 billion reduction through a sequester, according to OMB estimates.16 The remaining $37.2 billion would be borne by non-defense discretionary spending via a lowering of its revised cap ($506 billion) to $468.8 billion. For FY2013 Super Committee sequester, the March 1, 2013, Medicare mandatory patient care spending was reduced by $11.3 billion, other non-defense mandatory spending by $5.4 billion, and non-defense discretionary BA was reduced by $25.8 billion.17 The reduction slated for nondefense in FY2014 will be larger than FY2013 for two reasons. First, non-defense sequester was half of $85 billion, rather than the half of $109 billion sequester slated for FY2014. Second, the reduction of Medicare patient care spending is limited to 2%, which implies that increases in the size of non-defense reductions will be chiefly borne by discretionary programs. The Administration has proposed lowering of BCA caps on discretionary spending, which would yield about $800 billion over the FY2013-FY2021 period with discretionary spending cap reductions of $202 billion that would start to take effect in FY2017.18 Thus, projected discretionary spending for FY2014-FY2018 shown in the figures below, which presume the President’s budgetary proposals are adopted, reflect an assumption that BCA constraints on discretionary spending will be loosened. Discretionary spending as a share of GDP, if BCA caps remain in place, will decline to levels well below that seen in recent decades. In real dollar terms (i.e., adjusting for inflation but not for growth in population or the economy), discretionary base defense spending would revert to a level slightly above its FY2007 level, while non-defense discretionary spending would revert a level near its 2002 level.19 In later years, BCA caps would allow for modest growth in nominal 14 Thus the size of the FY2013 sequester was reduced by $24 billion. OMB, Sequestration Preview Report to the President and Congress for FY2014, Table 1, available at http://www.whitehouse.gov/sites/default/files/omb/assets/legislative_reports/ fy14_preview_and_joint_committee_reductions_reports_04102013.pdf. 16 Ibid., Table 3, p. 15. 17 The BCA specifies sequester reductions in mandatory spending in terms of outlays. For discretionary spending, the Super Committee sequester canceled budget authority for FY2013. Discretionary spending reductions are slated to be implemented through lowered caps on budget authority from FY2014 through FY2021. See OMB, Report to the Congress on the Joint Committee Sequestration for Fiscal Year 2013, March 1, 2013; available at http://www.whitehouse.gov/sites/default/files/omb/assets/legislative_reports/fy13ombjcsequestrationreport.pdf. 18 OMB, FY2014 Budget of the U.S. Government, p. 45. See Table 6 of memorandum cited below for $800 billion estimate for difference between BCA revised caps and lowered caps. 19 For details, see Congressional Research Service, “The Budget Control Act and Alternate Defense and Non-Defense Spending Paths, FY2012-FY2021,” by Amy Belasco and Andrew Austin, November 16, 2012, available from authors. This comparison is made in terms of budget authority. Before passage of ATRA, BCA provisions were slated to bring (continued...) 15 Congressional Research Service 7 Discretionary Budget Authority by Subfunction: An Overview (i.e., not adjusted for inflation) terms. By contrast, mandatory spending and net interest costs are projected to rise, implying that discretionary spending’s share of total federal spending would continue to fall. Actual discretionary budget authority totals will differ from BCA discretionary caps because some types of spending are not subject to caps, such as war spending, certain amounts of disaster relief assistance, and program integrity initiatives. In addition, scorekeeping adjustments typically lead to differences between scored totals of budget authority used to check conformity to BCA spending limits and other budget totals that do not include those adjustments. Negative Budget Authority Within the federal budget concepts, certain inflows, such as offsetting receipts, offsetting collections, some user fees, and “profits” from federal loan programs, are treated as negative budget authority.20 The federal government uses a modified form of accrual accounting for loan and loan guarantee programs since passage of the Federal Credit Reform Act (FCRA) as well as for certain federal retirement programs.21 OMB calculates net subsidy rates according to FCRA rules for loan and loan guarantee programs. In some cases, FCRA calculations yield negative net subsidy levels, implying that the federal government appears to make a profit on those loans.22 FCRA subsidy calculations, however, omit risk adjustments.23 The true economic cost of federal credit guarantees can be substantially underestimated when risk adjustments are omitted.24 Historical Spending Trends Federal spending trends in functional areas are affected by changing assessments of national priorities, evolving international challenges, and economic conditions, as well as changing social characteristics and demographics of the U.S. population. Some of the trends and events that have had dramatic effects on federal spending are outlined below. Other CRS products provide background on more specific policy areas. (...continued) discretionary base defense spending to its FY2007 level and non-defense spending to near its level in FY2003 or FY2004. Inflation adjustments made using GDP price index. 20 See OMB, FY2014 Budget, Analytic Perspectives, ch. 11, “Budget Concepts.” In particular, pp. 117-122 cover these topics. 21 CRS Report RL30346, Federal Credit Reform: Implementation of the Changed Budgetary Treatment of Direct Loans and Loan Guarantees, by James M. Bickley, available upon request. 22 For example, some Federal Housing Administration mortgage programs and some federal student loan programs have been estimated to yield negative net subsidies. 23 While the FCRA calculations include estimates of default costs, they do not discount more volatile income flows, as a private firm would. 24 U.S. Congressional Budget Office, Estimating the Value of Subsidies for Federal Loans and Loan Guarantees, August 2004, available at http://cbo.gov/doc.cfm?index=5751. CBO and OMB include risk adjustments in estimates of the costs associated with the TARP as mandated by the Emergency Economic Stabilization Act of 2008 (P.L. 110-343; EESA). See U.S. Congressional Budget Office, The Budget and Economic Outlook: Fiscal Years 2009 to 2019, January 7, 2009, pp. 25-26, available at http://www.cbo.gov/ftpdocs/99xx/doc9957/01-07-Outlook.pdf; Testimony of Elizabeth Warren, Chair of the Congressional Oversight Panel, in Congress, Senate Banking Committee, Pulling Back the TARP: Oversight of the Financial Rescue Program, hearings, 111th Congress, 1st sess., February 5, 2009, available at http://banking.senate.gov/public/_files/Warrentestimonyfinal2509.pdf. Congressional Research Service 8 Discretionary Budget Authority by Subfunction: An Overview Cold War, Peace Dividend, and the Global War on Terror The allocation of discretionary spending between defense and non-defense programs is one reflection of changing federal priorities over time. Figure 1 shows defense and non-defense discretionary funding as a percentage of GDP. Figure 2 shows subfunctions within the National Defense (050) budget function. The Department of Defense (DOD)-Military subfunction accounts for over 95% of funding within that budget function. Figure 1. Discretionary Defense and Non-Defense Spending, FY1976-FY2018 Budget authority as a percentage of GDP Source: CRS analysis of OMB data. Notes: Defense is defined as funding for the National Defense (050) budget function; non-defense is the remainder. FY1976-FY2012 are historical data; FY2013 is estimated; FY2014-FY2018 reflect the President’s FY2014 budget proposals. This figure assumes unspecified cuts to meet BCA caps are borne by non-defense programs. See text for other important caveats. Relations between the United States and its allies on one hand, and the Union of Soviet Socialist Republics (USSR) and its allies on the other were the dominant security concern in the half century following the Second World War. In the early 1970s, U.S. involvement in the Vietnam War wound down, while the United States and the USSR moved towards detente, permitting a Congressional Research Service 9 Discretionary Budget Authority by Subfunction: An Overview thaw in Cold War relations between the two superpowers and a reduction in defense spending relative to the size of the economy.25 Figure 2. National Defense (050) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from the FY2014 budget submission Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Following intervention by the USSR in Afghanistan in 1979, military spending increased sharply.26 Defense spending continued to increase until 1986, as concern shifted to domestic priorities and the need to reduce large budget deficits. The collapse in 1989 of most of the Warsaw Pact governments in Central and Eastern Europe and the 1990-1991 disintegration of the Soviet Union was followed by a reduction in federal defense spending, allowing a “peace dividend” that relaxed fiscal pressures. 27 25 For a history of deficit finance and American wars, see Robert D. Hormats, The Price of Liberty, (New York: Times Books, 2007). Also see CRS Report RL31176, Financing Issues and Economic Effects of American Wars, by Marc Labonte and Mindy R. Levit. 26 For one view of budgetary politics in the early 1980s, see David Stockman, The Triumph of Politics, (New York: Harper & Row, 1986). 27 The Warsaw Treaty Organization, established in 1955, included Albania, Bulgaria, Czechoslovakia, the German Democratic Republic, Hungary, Poland, Romania, and the Soviet Union. Congressional Research Service 10 Discretionary Budget Authority by Subfunction: An Overview The attacks on the World Trade Center towers in New York City and on the Pentagon on September 11, 2001, were followed by sharp increases in homeland security spending. Defense spending also increased dramatically with the start of the Afghanistan war in October 2001 and the Iraq war in March 2003.28 U.S. combat troops were withdrawn from Iraq in December 2011, and President Obama has announced that most U.S. troops would be withdrawn from Afghanistan by the end of 2014.29 Spending on non-defense security spending also rose after the attacks of September 11, 2001, as the federal government overhauled airport security procedures, and then established the Department of Homeland Security. In 2005, hurricanes Katrina and Rita led to a spike in disaster relief spending.30 Non-security spending also rose to fund new initiatives in education and in other areas.31 In 2007, a severe credit crunch affected global financial markets, which led to a fully fledged financial crisis in 2008 and a severe economic recession. The American Recovery and Reinvestment Act of 2009 (P.L. 111-5; ARRA), designed to stimulate the economy and prevent further slowing of economic activity, sharply increased federal spending on education, energy, and support for state and local governments. ARRA also included broad tax cuts through a Making Work Pay credit and other provisions. The decline in federal revenues and the increase in spending caused the deficit to treble from $459 billion in FY2008 to $1.4 trillion in FY2009. Since FY2010, base defense discretionary spending has been held flat and non-defense discretionary spending has been reduced significantly.32 The BCA, as noted above, reimposed discretionary spending limits that are slated to remain in place until FY2021. The Recovery Act After the financial crisis of 2007-2008 plunged the United States in the deepest economic recession in decades, Congress passed the American Recovery and Reinvestment Act of 2009 (P.L. 111-5; ARRA), often known as the Recovery Act. ARRA includes support for state and local governments in the form of increased infrastructure, Medicaid, school funding, funding for health care IT, extended unemployment benefits, as well as tax cuts and rebates among other provisions.33 According to initial CBO estimates, ARRA provisions were expected to total $787.2 28 CRS Report RL33110, The Cost of Iraq, Afghanistan, and Other Global War on Terror Operations Since 9/11, by Amy Belasco. The Afghan and Iraq wars, along with other related activities, are often called the Global War on Terror (GWOT). 29 See CRS Report RL30588, Afghanistan: Post-Taliban Governance, Security, and U.S. Policy, by Kenneth Katzman. 30 See CRS Report R40708, Disaster Relief Funding and Emergency Supplemental Appropriations, by Bruce R. Lindsay and Justin Murray. 31 The Obama Administration defined security spending in its FY2012 budget as funding for Department of DefenseMilitary (subfunction 051); the Department of Energy’s National Nuclear Security Administration; International Affairs (function 150, which includes State Department and related agencies); the Department of Homeland Security; and the Department of Veterans Affairs. The BCA defined security similarly, except that it included all military activities within the Department of Defense excluding war funding (i.e., defined by department rather than by subfunction), and also included the Intelligence Community Management Account. 32 The base defense budget excludes war funding (Overseas Contingency Operations). 33 For more information on the provisions of ARRA, see CRS Report R40537, American Recovery and Reinvestment Act of 2009 (P.L. 111-5): Summary and Legislative History, by Clinton T. Brass et al. Congressional Research Service 11 Discretionary Budget Authority by Subfunction: An Overview billion in increased spending and reduced taxes over the FY2009-FY2019 period or just over 5% of GDP in 2008, while a more recent CBO estimate put the total at $814 billion.34 The effects of Recovery Act spending can be seen in Figure 3, where pronounced increases in education, training, employment, and social services subfunctions can be seen for FY2009. Smaller increases can be seen in Figure 9, which shows energy subfunctions, and in Figure 10, which shows natural resources and environment subfunctions. Figure 3. Education,Training, Employment, and Social Services (500) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from the FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Federal Health Programs Costs of federal health programs continue to play a central role in budgetary discussions. The costs of the largest federal health programs, Medicare and the federal portion of Medicaid costs, 34 For initial estimates, see U.S. Congressional Budget Office, Cost Estimate For the Conference Agreement For H.R. 1, February 13, 2009, available at http://cbo.gov/ftpdocs/99xx/doc9989/hr1conference.pdf. For a later assessment, see CBO, Budget and Economic Outlook: An Update, August 2010, Box 1-2, available at http://www.cbo.gov/ftpdocs/ 117xx/doc11705/08-18-Update.pdf. Congressional Research Service 12 Discretionary Budget Authority by Subfunction: An Overview are nearly all mandatory. Administrative costs, which account for a small portion of those costs, are nearly all funded as discretionary spending. Federal health research and veterans’ health care is mostly funded through discretionary spending, as are certain public health clinics. Trends in funding of health subfunctions are shown in two separate figures. Larger programs (health care services/subfunction 551 and Medicare/function 570/subfunction 571) are shown in Figure 4, and smaller programs (health research and training/subfunction 552 and consumer and occupational health and safety/subfunction 554) are shown in Figure 5. The National Institutes of Health (NIH) are the largest part of the health research and training subfunction. Veterans’ health programs, which fall under the veterans benefits and services function, are also shown in Figure 8 to make comparisons among those programs easier. Figure 4. Health Care Services (Subfunction 551) and Medicare (Subfunction 571) Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from the FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. Discretionary BA for Medicare funds program administration, and does not generally fund program benefits. See OMB budget documents for further caveats. Congressional Research Service 13 Discretionary Budget Authority by Subfunction: An Overview Figure 5. Smaller Health Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from the FY2014 budget submission. Notes: Hospital and medical care for veterans (703) presented here for comparison and also appears in Figure 9. FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 14 Discretionary Budget Authority by Subfunction: An Overview Figure 6. Income Security (600) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from the FY2014 budget submission. Notes: Discretionary funding for income security programs supports program administration; most income security benefits are generally funded by mandatory spending, which is not shown here. FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 15 Discretionary Budget Authority by Subfunction: An Overview Figure 7. Social Security (650) Subfunction Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from the FY2014 budget submission. Notes: Discretionary funding for Social Security supports program administration; Social Security benefits are generally funded by mandatory spending, which is not shown here. FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 16 Discretionary Budget Authority by Subfunction: An Overview Figure 8.Veterans Benefits and Services (700) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from the FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Note that mandatory Veterans Affairs expenditures, which chiefly support income security programs, are not reflected here. Congressional Research Service 17 Discretionary Budget Authority by Subfunction: An Overview Figure 9. Energy (270) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 18 Discretionary Budget Authority by Subfunction: An Overview Figure 10. Natural Resources and Environment (300) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 19 Discretionary Budget Authority by Subfunction: An Overview Figure 11. Commerce and Housing Credit Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 20 Discretionary Budget Authority by Subfunction: An Overview Figure 12. Transportation (400) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 21 Discretionary Budget Authority by Subfunction: An Overview Figure 13. Community and Regional Development (450) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 22 Discretionary Budget Authority by Subfunction: An Overview Figure 14. International Affairs (150) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 23 Discretionary Budget Authority by Subfunction: An Overview Figure 15. General Science, Space, and Technology (250) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 24 Discretionary Budget Authority by Subfunction: An Overview Figure 16. Agriculture (350) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 25 Discretionary Budget Authority by Subfunction: An Overview Figure 17. Administration of Justice (750) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Congressional Research Service 26 Discretionary Budget Authority by Subfunction: An Overview Figure 18. General Government (800) Subfunctions Discretionary budget authority as a percentage of GDP, FY1976-FY2018 Source: CRS, based on OMB data from FY2014 budget submission. Notes: FY2014-FY2018 levels reflect Administration proposals and projections. See OMB budget documents for further caveats. Author Contact Information D. Andrew Austin Analyst in Economic Policy aaustin@crs.loc.gov, 7-6552 Congressional Research Service 27