Senate Bill 2276er

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    1998 Legislature                                       SB 2276



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  2         An act relating to Florida School Improvement

  3         and Academic Achievement Trust Fund grants;

  4         amending s. 236.1229, F.S.; revising funding,

  5         allocation, and district-level administration;

  6         providing an effective date.

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  8  Be It Enacted by the Legislature of the State of Florida:

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10         Section 1.  Section 236.1229, Florida Statutes, is

11  amended to read:

12         236.1229  Florida School Improvement and Academic

13  Achievement Trust Fund grants.--

14         (1)  LEGISLATIVE INTENT.--The Legislature recognizes

15  that private contributions can play an important role in

16  enabling school districts to achieve a margin of excellence

17  within existing state and local funding.  It is, therefore,

18  the intent of the Legislature to provide each school district

19  with the opportunity to receive private donations and provide

20  private donors with an incentive in the form of matching

21  grants for contributions for the improvement of schools and

22  academic programs within the district school system.

23         (2)  FUNDING.--The Florida School Improvement and

24  Academic Achievement Trust Fund shall be utilized to provide

25  challenge grants and matching endowment grants to public

26  school district education foundations school boards that meet

27  the requirements of this section and are recognized as such by

28  the Florida Education Foundation.  All funds appropriated or

29  retained in the trust fund shall be invested pursuant to s.

30  18.125.  Notwithstanding the provisions of s. 216.301, and

31  pursuant to s. 216.351, any undisbursed balance remaining in


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  1  the trust fund and interest accruing to that portion of the

  2  trust fund not matched and distributed to the public school

  3  district education foundations school boards shall remain in

  4  the trust fund and shall increase the total funds available

  5  for challenge grants and matching endowment grants.

  6         (3)  ADMINISTRATION.--The Commissioner of Education

  7  shall specify procedures for submitting, documenting, and

  8  approving requests for matching funds and for maintaining

  9  accountability for endowments and the proceeds of endowments;

10  and establish restrictions on the use of proceeds from

11  endowments.  The commissioner shall specify conditions under

12  which matching funds may be encumbered by a down payment and a

13  pledged schedule of future contributions.  Such conditions

14  shall include conditions of default and reinstatement of

15  defaulted pledges.

16         (4)  ALLOCATION OF THE TRUST FUND.--Funds appropriated

17  to the trust fund shall be allocated by the Department of

18  Education in the following manner:

19         (a)  For every year in which there is a legislative

20  appropriation to the trust fund, an equal amount of the annual

21  appropriation, to be determined by dividing the total

22  legislative appropriation by the number of local education

23  foundations, the lesser of the amount appropriated divided by

24  the number of districts or $10,000 must be reserved for to

25  provide each public school district education foundation to

26  provide each foundation school board with an opportunity to

27  receive and match a challenge grant.  The balance of the funds

28  shall be available for matching by any district school board

29  Trust funds that which remain unmatched by contribution on

30  March 1 of any year shall also be available for matching by

31  any public school district education foundation or by the


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  1  Department of Education Florida Education Foundation school

  2  board. The commissioner shall adopt procedures providing all

  3  public school district education foundations school boards

  4  with an opportunity to apply for excess trust funds prior to

  5  awarding such funds.  However, no public school district

  6  education foundation school board may receive more than its

  7  percentage of the total full-time equivalent enrollment or 15

  8  percent, whichever is greater, of the funds appropriated to

  9  the trust fund for that fiscal year.

10         (b)  Challenge grants shall be proportionately

11  allocated from the trust fund on the basis of matching each $4

12  of state funds with $6 of private funds.  To be eligible for

13  matching, a minimum of $4,500 must be raised from private

14  sources.

15         (c)  Funds sufficient to provide the match shall be

16  transferred from the state trust fund to the public school

17  education foundation upon notification that a proportionate

18  amount has been received and deposited by the foundation in

19  its own trust fund.

20         (b)  Contributions made after June 1, 1995, for a

21  specific purpose other than those enumerated in paragraphs (c)

22  and (d) shall be matched in the following manner:

23         1.  Each school district that raises a contribution of

24  at least $50,000, but no more than $99,000, from a private

25  source shall receive a matching grant equal to 25 percent of

26  the private contribution.

27         2.  Each school district that raises a contribution of

28  at least $100,000, but no more than $599,999, from a private

29  source shall receive a matching grant equal to 50 percent of

30  the private contribution.

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  1         3.  Each school district that raises a contribution of

  2  at least $600,000, but no more than $1 million, from a private

  3  source shall receive a matching grant equal to 70 percent of

  4  the private contribution.

  5         4.  Each school district that raises a contribution in

  6  excess of $1 million, but no more than $1.5 million, from a

  7  private source shall receive a matching grant equal to 75

  8  percent of the private contribution.

  9         5.  Each school district that raises a contribution in

10  excess of $1.5 million, but no more than $2 million, from a

11  private source shall receive a matching grant equal to 80

12  percent of the private contribution.

13         6.  Each school district that raises a contribution in

14  excess of $2 million from a private source shall receive a

15  matching grant equal to 100 percent of the private

16  contribution.

17         (c)  Contributions made after June 1, 1995, for the

18  establishment of an endowment to be used at the discretion of

19  the district school board for improving schools and academic

20  achievement within the school district, which is not

21  restricted for use by a specific school, discipline, or

22  program, and which is at least in the amount of $100,000,

23  shall be matched at the rate of 70 percent of the private

24  contribution.

25         (d)  Contributions made after June 1, 1995, for the

26  establishment of an endowment to be used at the discretion of

27  the district school board for improving schools and academic

28  achievement within the school district, which is not

29  restricted for use by a specific school, discipline, or

30  program, and which is in excess of the amount of $1 million,

31  shall be matched pursuant to paragraph (b).


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  1         (e)  Pledged contributions shall be eligible for

  2  matching pursuant to this section, provided that such

  3  contributions shall not be eligible for matching prior to the

  4  actual collection of the total contribution.

  5         (d)  Matching grants shall be distributed on the last

  6  day of each calendar quarter.  If the total of the amounts to

  7  be distributed in any quarter pursuant to this subsection

  8  exceeds the amount of funds remaining from specific

  9  appropriations made for the implementation of this section,

10  all grants for that quarter shall be proportionately reduced

11  so that the total of matching grants distributed does not

12  exceed available appropriations.

13         (5)  DISTRICT-LEVEL ADMINISTRATION.--

14         (a)  Each public school district education foundation

15  school board participating in the Florida School Improvement

16  and Academic Achievement Trust Fund shall separately account

17  for all funds received pursuant to this section, including

18  interest, and may establish its own school improvement and

19  academic achievement trust fund as a depository for the a

20  District School Improvement and Academic Achievement Trust

21  Fund.  The sources of funds shall be private contributions,

22  state matching funds, and interest earnings on investments of

23  such funds.  State matching funds shall be transferred to the

24  public school district education foundation upon notification

25  that the foundation district school board direct-support

26  organization has received and deposited private contributions

27  that meet a private contribution which meets the criteria for

28  matching as provided in this section.  The public school

29  district education foundations are responsible for the

30  maintenance, investment, and administration of their school

31  improvement and academic improvement trust funds.


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  1         (b)  The public school district education foundation

  2  direct-support organization serving the district school board

  3  shall be responsible for soliciting and receiving

  4  contributions to be deposited and matched with challenge

  5  grants for establishing endowments for school improvement and

  6  academic achievement within the school district.

  7         (c)  Each public school district education foundation

  8  school board shall be responsible for proper expenditure of

  9  the funds received pursuant to this section.

10         (6)  PROHIBITED USES.--The donations, state matching

11  funds, or proceeds from endowments established pursuant to

12  this section shall be used at the discretion of the public

13  school district education foundation for improving schools and

14  academic achievement within the school district and shall not

15  be expended for the construction of facilities or for the

16  support of interscholastic athletics.  No public school

17  district education foundation school board or district school

18  board direct-support organization shall accept or purchase

19  facilities for which the state will be asked for operating

20  funds unless the Legislature has granted prior approval for

21  such acquisition.

22         Section 2.  This act shall take effect July 1, 1998.

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