Senate Bill sb0256c1

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    Florida Senate - 2006                            CS for SB 256

    By the Committee on Judiciary; and Senators King and Wise





    590-2197-06

  1                      A bill to be entitled

  2         An act relating to scholarship program

  3         accountability; amending s. 1002.39, F.S.,

  4         relating to the John M. McKay Scholarships for

  5         Students with Disabilities Program; revising

  6         the definition of the term "students with

  7         disabilities"; revising student eligibility

  8         requirements for receipt of a scholarship and

  9         restricting eligibility therefor; providing for

10         the term of a scholarship; revising and adding

11         school district obligations and clarifying

12         parental options; revising and adding

13         Department of Education obligations, including

14         verification of eligibility of private schools

15         and establishment of a process for notification

16         of violations, subsequent inquiry or

17         investigation, and certification of compliance

18         by private schools; providing Commissioner of

19         Education authority and obligations, including

20         the denial, suspension, or revocation of a

21         private school's participation in the

22         scholarship program and procedures and

23         timelines therefor; authorizing the Department

24         of Education's Office of the Inspector General

25         to release student records under certain

26         conditions; revising private school eligibility

27         and obligations, including compliance with

28         specified laws and academic accountability to

29         the parent; revising parent and student

30         responsibilities for scholarship program

31         participation; prohibiting power of attorney

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    Florida Senate - 2006                            CS for SB 256
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 1         for endorsing a scholarship warrant; revising

 2         provisions relating to scholarship funding and

 3         payment; providing funding and payment

 4         requirements for former Florida School for the

 5         Deaf and the Blind students and for students

 6         exiting a Department of Juvenile Justice

 7         program; providing for the Department of

 8         Education to request a sample of endorsed

 9         warrants from the Department of Financial

10         Services; amending s. 220.187, F.S., relating

11         to credits for contributions to nonprofit

12         scholarship-funding organizations; revising and

13         providing definitions; naming the Corporate

14         Income Tax Credit Scholarship Program;

15         providing student eligibility requirements for

16         receipt of a corporate income tax credit

17         scholarship and restricting eligibility

18         therefor; revising provisions relating to tax

19         credits for small businesses; providing for

20         adjustment of the total amount of tax credits

21         and carryforward of tax credits; providing for

22         rescindment of tax credit allocation; revising

23         and adding obligations of eligible nonprofit

24         scholarship-funding organizations, including

25         compliance with requirements for background

26         checks of owners and operators,

27         scholarship-funding organization ownership or

28         operation, carryforward and transfer of funds,

29         audits, and reports; specifying background

30         screening requirements and procedures;

31         requiring that certain information remain

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 1         confidential in accordance with s. 213.053,

 2         F.S.; revising and adding parent and student

 3         responsibilities for scholarship program

 4         participation, including compliance with a

 5         private school's published policies,

 6         participation in student academic assessment,

 7         and restrictive endorsement of scholarship

 8         warrants; prohibiting power of attorney for

 9         endorsing a scholarship warrant; revising and

10         adding private school eligibility requirements

11         and obligations, including compliance with

12         specified laws and academic accountability to

13         parents; revising and adding Department of

14         Education obligations, including verification

15         of eligibility of program participants,

16         establishment of a process for notification of

17         violations, subsequent inquiry or

18         investigation, certification of compliance by

19         private schools, and selection of a research

20         organization to analyze student performance

21         data; providing Commissioner of Education

22         authority and obligations, including the

23         denial, suspension, or revocation of a private

24         school's participation in the scholarship

25         program and procedures and timelines therefor;

26         authorizing the Department of Education's

27         Office of the Inspector General to release

28         student records under certain circumstances;

29         revising and adding provisions relating to

30         scholarship funding and payment, including the

31         amount of a scholarship and the payment

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 1         process; requiring adoption of rules; creating

 2         s. 1002.421, F.S., relating to accountability

 3         of private schools participating in state

 4         school choice scholarship programs; providing

 5         requirements for participation in a scholarship

 6         program, including compliance with specified

 7         state, local, and federal laws and

 8         demonstration of fiscal soundness; requiring

 9         restrictive endorsement of a scholarship

10         warrant and prohibiting power of attorney for

11         endorsing a warrant; requiring employment of

12         qualified teachers and background screening of

13         employees and contracted personnel having

14         direct student contact; specifying background

15         screening requirements and procedures;

16         providing scope of authority; requiring

17         adoption of rules; providing an effective date.

18  

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

20  

21         Section 1.  Section 1002.39, Florida Statutes, is

22  amended to read:

23         1002.39  The John M. McKay Scholarships for Students

24  with Disabilities Program.--There is established a program

25  that is separate and distinct from the Opportunity Scholarship

26  Program and is named the John M. McKay Scholarships for

27  Students with Disabilities Program, pursuant to this section.

28         (1)  THE JOHN M. MCKAY SCHOLARSHIPS FOR STUDENTS WITH

29  DISABILITIES PROGRAM.--The John M. McKay Scholarships for

30  Students with Disabilities Program is established to provide

31  the option to attend a public school other than the one to

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 1  which assigned, or to provide a scholarship to a private

 2  school of choice, for students with disabilities for whom an

 3  individual education plan has been written in accordance with

 4  rules of the State Board of Education. Students with

 5  disabilities include K-12 students who are documented as

 6  having mental retardation; a mentally handicapped, speech or

 7  and language impairment; a impaired, deaf or hard of hearing

 8  impairment, including deafness; a visual impairment, including

 9  blindness; a visually impaired, dual sensory impairment; a

10  physical impairment; a serious emotional disturbance,

11  including an emotional handicap; a impaired, physically

12  impaired, emotionally handicapped, specific learning

13  disability, including, but not limited to, dyslexia,

14  dyscalculia, or developmental aphasia; a traumatic brain

15  injury; disabled, hospitalized or homebound, or autism

16  autistic.

17         (2)  JOHN M. MCKAY SCHOLARSHIP ELIGIBILITY.--The parent

18  of a public school student with a disability who is

19  dissatisfied with the student's progress may request and

20  receive from the state a John M. McKay Scholarship for the

21  child to enroll in and attend a private school in accordance

22  with this section if:

23         (a)  By assigned school attendance area or by special

24  assignment, The student has spent the prior school year in

25  attendance at a Florida public school or the Florida School

26  for the Deaf and the Blind. Prior school year in attendance

27  means that the student was:

28         1.  Enrolled and reported by a school district for

29  funding during the preceding October and February Florida

30  Education Finance Program surveys in kindergarten through

31  grade 12, which shall include time spent in a Department of

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 1  Juvenile Justice commitment program if funded under the

 2  Florida Education Finance Program;

 3         2.  Enrolled and reported by the Florida School for the

 4  Deaf and the Blind during the preceding October and February

 5  student membership surveys in kindergarten through grade 12;

 6  or

 7         3.  Enrolled and reported by a school district for

 8  funding during the preceding October and February Florida

 9  Education Finance Program surveys, was at least 4 years old

10  when so enrolled and reported, and was eligible for services

11  under s. 1003.21(1)(e).

12  

13  However, this paragraph does not apply to a dependent child of

14  a member of the United States Armed Forces who transfers to a

15  school in this state from out of state or from a foreign

16  country pursuant to a parent's permanent change of station

17  orders is exempt from this paragraph but. A dependent child of

18  a member of the United States Armed Forces who transfers to a

19  school in this state from out of state or from a foreign

20  country pursuant to a parent's permanent change of station

21  orders must meet all other eligibility requirements to

22  participate in the program.

23         (b)  The parent has obtained acceptance for admission

24  of the student to a private school that is eligible for the

25  program under subsection (8) (4) and has requested from the

26  department notified the school district of the request for a

27  scholarship at least 60 days prior to the date of the first

28  scholarship payment. The request parental notification must be

29  through a communication directly to the department district or

30  through the Department of Education to the district in a

31  manner that creates a written or electronic record of the

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 1  request notification and the date of receipt of the request

 2  notification.

 3  

 4  This section does not apply to a student who is enrolled in a

 5  school operating for the purpose of providing educational

 6  services to youth in Department of Juvenile Justice commitment

 7  programs. For purposes of continuity of educational choice,

 8  the scholarship shall remain in force until the student

 9  returns to a public school or graduates from high school.

10  However, at any time, the student's parent may remove the

11  student from the private school and place the student in

12  another private school that is eligible for the program under

13  subsection (4) or in a public school as provided in subsection

14  (3).

15         (3)  JOHN M. MCKAY SCHOLARSHIP PROHIBITIONS.--A student

16  is not eligible for a John M. McKay Scholarship while he or

17  she is:

18         (a)  Enrolled in a school operating for the purpose of

19  providing educational services to youth in Department of

20  Juvenile Justice commitment programs;

21         (b)  Receiving a corporate income tax credit

22  scholarship under s. 220.187;

23         (c)  Receiving an educational scholarship pursuant to

24  this chapter;

25         (d)  Participating in a home education program as

26  defined in s. 1002.01(1);

27         (e)  Participating in a private tutoring program

28  pursuant to s. 1002.43;

29         (f)  Participating in a virtual school, correspondence

30  school, or distance learning program that receives state

31  funding pursuant to the student's participation unless the

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 1  participation is limited to no more than two courses per

 2  school year;

 3         (g)  Enrolled in the Florida School for the Deaf and

 4  the Blind; or

 5         (h)  Not having regular and direct contact with his or

 6  her private school teachers at the school's physical location.

 7         (4)  TERM OF JOHN M. MCKAY SCHOLARSHIP.--

 8         (a)  For purposes of continuity of educational choice,

 9  a John M. McKay Scholarship shall remain in force until the

10  student returns to a public school, graduates from high

11  school, or reaches the age of 22, whichever occurs first.

12         (b)  Upon reasonable notice to the department and the

13  school district, the student's parent may remove the student

14  from the private school and place the student in a public

15  school in accordance with this section.

16         (c)  Upon reasonable notice to the department, the

17  student's parent may move the student from one participating

18  private school to another participating private school.

19         (5)(3)  SCHOOL DISTRICT AND DEPARTMENT OF EDUCATION

20  OBLIGATIONS; PARENTAL OPTIONS.--

21         (a)1.  By April 1 of each year and within 10 days after

22  an individual education plan meeting, a school district shall

23  timely notify the parent of the student of all options

24  available pursuant to this section, inform the parent of the

25  availability of the department's telephone hotline and

26  Internet website for additional information on John M. McKay

27  Scholarships, and offer that student's parent an opportunity

28  to enroll the student in another public school within the

29  district.

30         2.  The parent is not required to accept the this offer

31  of enrolling in another public school in lieu of requesting a

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 1  John M. McKay Scholarship to a private school. However, if the

 2  parent chooses the public school option, the student may

 3  continue attending a public school chosen by the parent until

 4  the student graduates from high school.

 5         3.  If the parent chooses a public school consistent

 6  with the district school board's choice plan under s. 1002.31,

 7  the school district shall provide transportation to the public

 8  school selected by the parent. The parent is responsible to

 9  provide transportation to a public school chosen that is not

10  consistent with the district school board's choice plan under

11  s. 1002.31.

12         (b)1.  For a student with disabilities who does not

13  have a matrix of services under s. 1011.62(1)(e), the school

14  district must complete a matrix that assigns the student to

15  one of the levels of service as they existed prior to the

16  2000-2001 school year.

17         2.a.  Within 10 school days after it receives

18  notification of a parent's request for a John M. McKay

19  Scholarship, a school district must notify the student's

20  parent if the matrix of services has not been completed and

21  inform the parent that the district is required to complete

22  the matrix within 30 days after receiving notice of the

23  parent's request for a John M. McKay Scholarship. This notice

24  should include the required completion date for the matrix.

25         b.  The school district must complete the matrix of

26  services for any student who is participating in the John M.

27  McKay Scholarships for Students with Disabilities Program and

28  must notify the department of Education of the student's

29  matrix level within 30 days after receiving notification of a

30  request by the student's parent of intent to participate in

31  the scholarship program. The school district must provide the

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    Florida Senate - 2006                            CS for SB 256
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 1  student's parent with the student's matrix level within 10

 2  school days after its completion.

 3         c.  The department of Education shall notify the

 4  private school of the amount of the scholarship within 10 days

 5  after receiving the school district's notification of the

 6  student's matrix level. Within 10 school days after it

 7  receives notification of a parent's intent to apply for a

 8  McKay Scholarship, a district school board must notify the

 9  student's parent if the matrix has not been completed and

10  provide the parent with the date for completion of the matrix

11  required in this paragraph.

12         d.  A school district may change a matrix of services

13  only if the change is to correct a technical, typographical,

14  or calculation error.

15         (c)  A school district shall provide notification to

16  parents of the availability of a reevaluation at least every 3

17  years of each student who receives a John M. McKay

18  Scholarship.

19         (d)(c)  If the parent chooses the private school option

20  and the student is accepted by the private school pending the

21  availability of a space for the student, the parent of the

22  student must notify the department school district 60 days

23  prior to the first scholarship payment and before entering the

24  private school in order to be eligible for the scholarship

25  when a space becomes available for the student in the private

26  school.

27         (e)(d)  The parent of a student may choose, as an

28  alternative, to enroll the student in and transport the

29  student to a public school in an adjacent school district

30  which has available space and has a program with the services

31  agreed to in the student's individual education plan already

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 1  in place, and that school district shall accept the student

 2  and report the student for purposes of the district's funding

 3  pursuant to the Florida Education Finance Program.

 4         (f)(e)  For a student in the district who participates

 5  in the John M. McKay Scholarships for Students with

 6  Disabilities Program whose parent requests that the student

 7  take the statewide assessments under s. 1008.22, the district

 8  in which the student attends private school shall provide

 9  locations and times to take all statewide assessments.

10         (f)  A school district must notify the Department of

11  Education within 10 days after it receives notification of a

12  parent's intent to apply for a scholarship for a student with

13  a disability. A school district must provide the student's

14  parent with the student's matrix level within 10 school days

15  after its completion.

16         (6)  DEPARTMENT OF EDUCATION OBLIGATIONS.--The

17  department shall:

18         (a)  Establish a toll-free hotline that provides

19  parents and private schools with information on participation

20  in the John M. McKay Scholarships for Students with

21  Disabilities Program.

22         (b)  Annually verify the eligibility of private schools

23  that meet the requirements of subsection (8).

24         (c)  Establish a process by which individuals may

25  notify the department of any violation by a parent, private

26  school, or school district of state laws relating to program

27  participation. The department shall conduct an inquiry of any

28  written complaint of a violation of this section, or make a

29  referral to the appropriate agency for an investigation, if

30  the complaint is signed by the complainant and is legally

31  sufficient. A complaint is legally sufficient if it contains

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 1  ultimate facts that show that a violation of this section or

 2  any rule adopted by the State Board of Education has occurred.

 3  In order to determine legal sufficiency, the department may

 4  require supporting information or documentation from the

 5  complainant. A department inquiry is not subject to the

 6  requirements of chapter 120.

 7         (d)  Require an annual, notarized, sworn compliance

 8  statement by participating private schools certifying

 9  compliance with state laws and shall retain such records.

10         (e)  Cross-check the list of participating scholarship

11  students with the public school enrollment lists prior to each

12  scholarship payment to avoid duplication.

13         (f)1.  Conduct random site visits to private schools

14  participating in the John M. McKay Scholarships for Students

15  with Disabilities Program. The purpose of the site visits is

16  solely to verify the information reported by the schools

17  concerning the enrollment and attendance of students, the

18  credentials of teachers, background screening of teachers, and

19  teachers' fingerprinting results, which information is

20  required by rules of the State Board of Education, subsection

21  (8), and s. 1002.421. The Department of Education may not make

22  more than three random site visits each year and may not make

23  more than one random site visit each year to the same private

24  school.

25         2.  Annually, by December 15, report to the Governor,

26  the President of the Senate, and the Speaker of the House of

27  Representatives the Department of Education's actions with

28  respect to implementing accountability in the scholarship

29  program under this section and s. 1002.421, any substantiated

30  allegations or violations of law or rule by an eligible

31  private school under this program concerning the enrollment

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 1  and attendance of students, the credentials of teachers,

 2  background screening of teachers, and teachers' fingerprinting

 3  results and the corrective action taken by the Department of

 4  Education.

 5         (7)  COMMISSIONER OF EDUCATION AUTHORITY AND

 6  OBLIGATIONS.--

 7         (a)  The Commissioner of Education shall deny, suspend,

 8  or revoke a private school's participation in the scholarship

 9  program if it is determined that the private school has failed

10  to comply with the provisions of this section. However, in

11  instances in which the noncompliance is correctable within a

12  reasonable amount of time and in which the health, safety, or

13  welfare of the students are not threatened, the commissioner

14  may issue a notice of noncompliance which shall provide the

15  private school with a timeframe within which to provide

16  evidence of compliance prior to taking action to suspend or

17  revoke the private school's participation in the scholarship

18  program.

19         (b)  The commissioner's determination is subject to the

20  following:

21         1.  If the commissioner intends to deny, suspend, or

22  revoke a private school's participation in the scholarship

23  program, the department shall notify the private school of

24  such proposed action in writing by certified mail and regular

25  mail to the private school's address of record with the

26  department. The notification shall include the reasons for the

27  proposed action and notice of the timelines and procedures set

28  forth in this paragraph.

29         2.  The private school that is adversely affected by

30  the proposed action shall have 15 days from receipt of the

31  notice of proposed action to file with the department's agency

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 1  clerk a request for a proceeding pursuant to ss. 120.569 and

 2  120.57. If the private school is entitled to a hearing under

 3  s. 120.57(1), the department shall forward the request to the

 4  Division of Administrative Hearings.

 5         3.  Upon receipt of a request referred pursuant to this

 6  paragraph, the director of the Division of Administrative

 7  Hearings shall expedite the hearing and assign an

 8  administrative law judge who shall commence a hearing within

 9  30 days after the receipt of the formal written request by the

10  division and enter a recommended order within 30 days after

11  the hearing or within 30 days after receipt of the hearing

12  transcript, whichever is later. Each party shall be allowed 10

13  days in which to submit written exceptions to the recommended

14  order. A final order shall be entered by the agency within 30

15  days after the entry of a recommended order. The provisions of

16  this subparagraph may be waived upon stipulation by all

17  parties.

18         (c)  The commissioner may immediately suspend payment

19  of scholarship funds if it is determined that there is

20  probable cause to believe that there is:

21         1.  An imminent threat to the health, safety, or

22  welfare of the students; or

23         2.  Fraudulent activity on the part of the private

24  school. Notwithstanding s. 1002.22(3), in incidents of alleged

25  fraudulent activity pursuant to this section, the Department

26  of Education's Office of Inspector General is authorized to

27  release personally identifiable records or reports of students

28  to the following persons or organizations:

29         a.  A court of competent jurisdiction in compliance

30  with an order of that court or the attorney of record in

31  accordance with a lawfully issued subpoena, consistent with

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 1  the Family Educational Rights and Privacy Act, 20 U.S.C. s.

 2  1232g.

 3         b.  A person or entity authorized by a court of

 4  competent jurisdiction in compliance with an order of that

 5  court or the attorney of record pursuant to a lawfully issued

 6  subpoena, consistent with the Family Educational Rights and

 7  Privacy Act, 20 U.S.C. s. 1232g.

 8         c.  Any person, entity, or authority issuing a subpoena

 9  for law enforcement purposes when the court or other issuing

10  agency has ordered that the existence or the contents of the

11  subpoena or the information furnished in response to the

12  subpoena not be disclosed, consistent with the Family

13  Educational Rights and Privacy Act, 20 U.S.C. s. 1232g, and 34

14  C.F.R. s. 99.31.

15  

16  The commissioner's order suspending payment pursuant to this

17  paragraph may be appealed pursuant to the same procedures and

18  timelines as the notice of proposed action set forth in

19  paragraph (b).

20         (8)(4)  PRIVATE SCHOOL ELIGIBILITY AND OBLIGATIONS.--To

21  be eligible to participate in the John M. McKay Scholarships

22  for Students with Disabilities Program, a private school must

23  be a Florida private school, may be sectarian or nonsectarian,

24  and must:

25         (a)  Comply with all requirements for private schools

26  participating in state school-choice scholarship programs

27  pursuant to s. 1002.421.

28         (b)  Provide to the department all documentation

29  required for a student's participation, including the private

30  school's and student's fee schedules, at least 30 days before

31  

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 1  the first quarterly scholarship payment is made for the

 2  student.

 3         (c)  Be academically accountable to the parent for

 4  meeting the educational needs of the student by:

 5         1.  At a minimum, annually providing to the parent a

 6  written explanation of the student's progress.

 7         2.  Cooperating with the scholarship student whose

 8  parent chooses to participate in the statewide assessments

 9  pursuant to s. 1008.22.

10         (d)  Maintain in this state a physical location where a

11  scholarship student regularly attends classes.

12  

13  The inability of a private school to meet the requirements of

14  this subsection shall constitute a basis for the ineligibility

15  of the private school to participate in the scholarship

16  program as determined by the department.

17         (a)  Demonstrate fiscal soundness by being in operation

18  for 1 school year or provide the Department of Education with

19  a statement by a certified public accountant confirming that

20  the private school desiring to participate is insured and the

21  owner or owners have sufficient capital or credit to operate

22  the school for the upcoming year serving the number of

23  students anticipated with expected revenues from tuition and

24  other sources that may be reasonably expected. In lieu of such

25  a statement, a surety bond or letter of credit for the amount

26  equal to the scholarship funds for any quarter may be filed

27  with the department.

28         (b)  Notify the Department of Education of its intent

29  to participate in the program under this section. The notice

30  must specify the grade levels and services that the private

31  

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 1  school has available for students with disabilities who are

 2  participating in the scholarship program.

 3         (c)  Comply with the antidiscrimination provisions of

 4  42 U.S.C. s. 2000d.

 5         (d)  Meet state and local health and safety laws and

 6  codes.

 7         (e)  Be academically accountable to the parent for

 8  meeting the educational needs of the student.

 9         (f)  Employ or contract with teachers who hold

10  baccalaureate or higher degrees, or have at least 3 years of

11  teaching experience in public or private schools, or have

12  special skills, knowledge, or expertise that qualifies them to

13  provide instruction in subjects taught.

14         (g)  Comply with all state laws relating to general

15  regulation of private schools.

16         (h)  Adhere to the tenets of its published disciplinary

17  procedures prior to the expulsion of a scholarship student.

18         (9)(5)  PARENT AND STUDENT RESPONSIBILITIES FOR

19  OBLIGATION OF PROGRAM PARTICIPATION PARTICIPANTS.--A parent

20  who applies for a John M. McKay Scholarship is exercising his

21  or her parental option to place his or her child in a private

22  school.

23         (a)  A parent who applies for a John M. McKay

24  Scholarship is exercising his or her parental option to place

25  his or her child in a private school. The parent must select

26  the private school and apply for the admission of his or her

27  child.

28         (b)  The parent must have requested the scholarship at

29  least 60 days prior to the date of the first scholarship

30  payment.

31  

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 1         (c)  Any student participating in the John M. McKay

 2  Scholarships for Students with Disabilities scholarship

 3  Program must remain in attendance throughout the school year,

 4  unless excused by the school for illness or other good cause,

 5  and must comply fully with the school's code of conduct.

 6         (d)  Each The parent and of each student has an

 7  obligation to the private school to participating in the

 8  scholarship program must comply fully with the private

 9  school's published policies parental involvement requirements,

10  unless excused by the school for illness or other good cause.

11         (e)  If the parent requests that the student

12  participating in the John M. McKay Scholarships for Students

13  with Disabilities scholarship Program take all statewide

14  assessments required pursuant to s. 1008.22, the parent is

15  responsible for transporting the student to the assessment

16  site designated by the school district.

17         (f)  Upon receipt of a scholarship warrant, the parent

18  to whom the warrant is made must restrictively endorse the

19  warrant to the private school for deposit into the account of

20  the private school. The parent may not designate any entity or

21  individual associated with the participating private school as

22  the parent's attorney in fact to endorse a scholarship

23  warrant. A participant who fails to comply with this paragraph

24  forfeits the scholarship.

25         (g)  A participant who fails to comply with this

26  subsection forfeits the scholarship.

27         (10)(6)  JOHN M. MCKAY SCHOLARSHIP FUNDING AND

28  PAYMENT.--

29         (a)1.  The maximum scholarship granted for an eligible

30  student with disabilities shall be a calculated amount

31  equivalent to the base student allocation in the Florida

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 1  Education Finance Program multiplied by the appropriate cost

 2  factor for the educational program that would have been

 3  provided for the student in the district school to which he or

 4  she was assigned, multiplied by the district cost

 5  differential.

 6         2.  In addition, a share of the guaranteed allocation

 7  for exceptional students shall be determined and added to the

 8  calculated amount. The calculation shall be based on the

 9  methodology and the data used to calculate the guaranteed

10  allocation for exceptional students for each district in

11  chapter 2000-166, Laws of Florida. Except as provided in

12  subparagraphs subparagraph 3. and 4., the calculation shall be

13  based on the student's grade, matrix level of services, and

14  the difference between the 2000-2001 basic program and the

15  appropriate level of services cost factor, multiplied by the

16  2000-2001 base student allocation and the 2000-2001 district

17  cost differential for the sending district. Also, the

18  calculated amount shall include the per-student share of

19  supplemental academic instruction funds, instructional

20  materials funds, technology funds, and other categorical funds

21  as provided for such purposes in the General Appropriations

22  Act.

23         3.  The calculated scholarship amount for a student who

24  is eligible under subparagraph (2)(a)2. shall be calculated as

25  provided in subparagraphs 1. and 2. However, the calculation

26  shall be based on the school district in which the parent

27  resides at the time of the scholarship request.

28         4.3.  Until the school district completes the matrix

29  required by paragraph (5)(3)(b), the calculation shall be

30  based on the matrix that assigns the student to support level

31  I of service as it existed prior to the 2000-2001 school year.

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 1  When the school district completes the matrix, the amount of

 2  the payment shall be adjusted as needed.

 3         (b)  The amount of the John M. McKay Scholarship shall

 4  be the calculated amount or the amount of the private school's

 5  tuition and fees, whichever is less. The amount of any

 6  assessment fee required by the participating private school

 7  may be paid from the total amount of the scholarship.

 8         (c)  If the participating private school requires

 9  partial payment of tuition prior to the start of the academic

10  year to reserve space for students admitted to the school,

11  that partial payment may be paid by the Department of

12  Education prior to the first quarterly payment of the year in

13  which the John M. McKay Scholarship is awarded, up to a

14  maximum of $1,000, and deducted from subsequent scholarship

15  payments. If a student decides not to attend the participating

16  private school, the partial reservation payment must be

17  returned to the Department of Education by the participating

18  private school. There is a limit of one reservation payment

19  per student per year.

20         (c)1.(d)  The school district shall report all students

21  who are attending a private school in the district under this

22  program. The students with disabilities attending private

23  schools on John M. McKay Scholarships shall be reported

24  separately from other students reported for purposes of the

25  Florida Education Finance Program.

26         2.  For program participants who are eligible under

27  subparagraph (2)(a)2., the school district that is used as the

28  basis for the calculation of the scholarship amount as

29  provided in subparagraph (a)3. shall:

30         a.  Report to the department all such students who are

31  attending a private school under this program.

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 1         b.  Be held harmless for such students from the

 2  weighted enrollment ceiling for group 2 programs in s.

 3  1011.62(1)(d)3.a. during the first school year in which the

 4  students are reported.

 5         (d)(e)  Following notification on July 1, September 1,

 6  December 1, or February 1 of the number of program

 7  participants, the department of Education shall transfer, from

 8  General Revenue funds only, the amount calculated under

 9  paragraph (b) from the school district's total funding

10  entitlement under the Florida Education Finance Program and

11  from authorized categorical accounts to a separate account for

12  the scholarship program for quarterly disbursement to the

13  parents of participating students. Funds may not be

14  transferred from any funding provided to the Florida School

15  for the Deaf and the Blind for program participants who are

16  eligible under subparagraph (2)(a)2. For a student exiting a

17  Department of Juvenile Justice commitment program who chooses

18  to participate in the scholarship program, the amount of the

19  John M. McKay Scholarship calculated pursuant to paragraph (b)

20  shall be transferred from the school district in which the

21  student last attended a public school prior to commitment to

22  the Department of Juvenile Justice. When a student enters the

23  scholarship program, the department of Education must receive

24  all documentation required for the student's participation,

25  including the private school's and student's fee schedules, at

26  least 30 days before the first quarterly scholarship payment

27  is made for the student. The Department of Education may not

28  make any retroactive payments.

29         (e)(f)  Upon notification proper documentation reviewed

30  and approved by the department that it has received the

31  documentation required under paragraph (d) Department of

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 1  Education, the Chief Financial Officer shall make scholarship

 2  payments in four equal amounts no later than September 1,

 3  November 1, February 1, and April 1 15 of each academic year

 4  in which the scholarship is in force. The initial payment

 5  shall be made after department of Education verification of

 6  admission acceptance, and subsequent payments shall be made

 7  upon verification of continued enrollment and attendance at

 8  the private school. Payment must be by individual warrant made

 9  payable to the student's parent and mailed by the department

10  of Education to the private school of the parent's choice, and

11  the parent shall restrictively endorse the warrant to the

12  private school for deposit into the account of the private

13  school.

14         (f)  Subsequent to each scholarship payment, the

15  department shall request from the Department of Financial

16  Services a sample of endorsed warrants to review and confirm

17  compliance with endorsement requirements.

18         (11)(7)  LIABILITY.--No liability shall arise on the

19  part of the state based on the award or use of a John M. McKay

20  Scholarship.

21         (12)  SCOPE OF AUTHORITY.--The inclusion of eligible

22  private schools within options available to Florida public

23  school students does not expand the regulatory authority of

24  the state, its officers, or any school district to impose any

25  additional regulation of private schools beyond those

26  reasonably necessary to enforce requirements expressly set

27  forth in this section.

28         (13)(8)  RULES.--The State Board of Education shall

29  adopt rules pursuant to ss. 120.536(1) and 120.54 to

30  administer this section, including rules that school districts

31  must use to expedite the development of a matrix of services

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 1  based on an active a current individual education plan from

 2  another state or a foreign country for a transferring student

 3  with a disability who is a dependent child of a member of the

 4  United States Armed Forces. The rules must identify the

 5  appropriate school district personnel who must complete the

 6  matrix of services. For purposes of these rules, a

 7  transferring student with a disability is one who was

 8  previously enrolled as a student with a disability in an

 9  out-of-state or an out-of-country public or private school or

10  agency program and who is transferring from out of state or

11  from a foreign country pursuant to a parent's permanent change

12  of station orders. However, the inclusion of eligible private

13  schools within options available to Florida public school

14  students does not expand the regulatory authority of the

15  state, its officers, or any school district to impose any

16  additional regulation of private schools beyond those

17  reasonably necessary to enforce requirements expressly set

18  forth in this section.

19         Section 2.  Section 220.187, Florida Statutes, is

20  amended to read:

21         220.187  Credits for contributions to nonprofit

22  scholarship-funding organizations.--

23         (1)  PURPOSE.--The purpose of this section is to:

24         (a)  Encourage private, voluntary contributions to

25  nonprofit scholarship-funding organizations.

26         (b)  Expand educational opportunities for children of

27  families that have limited financial resources.

28         (c)  Enable children in this state to achieve a greater

29  level of excellence in their education.

30         (2)  DEFINITIONS.--As used in this section, the term:

31         (a)  "Department" means the Department of Revenue.

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 1         (b)  "Eligible contribution" means a monetary

 2  contribution from a taxpayer, subject to the restrictions

 3  provided in this section, to an eligible nonprofit

 4  scholarship-funding organization. The taxpayer making the

 5  contribution may not designate a specific child as the

 6  beneficiary of the contribution. The taxpayer may not

 7  contribute more than $5 million to any single eligible

 8  nonprofit scholarship-funding organization.

 9         (c)(d)  "Eligible nonprofit scholarship-funding

10  organization" means a charitable organization that:

11         1.  Is exempt from federal income tax pursuant to s.

12  501(c)(3) of the Internal Revenue Code.

13         2.  Is a Florida entity formed under chapter 607,

14  chapter 608, or chapter 617 and whose principal office is

15  located in the state.

16         3.  and that Complies with the provisions of subsection

17  (6) (4).

18         (d)(c)  "Eligible private nonpublic school" means a

19  private nonpublic school, as defined in s. 1002.01(2), located

20  in Florida which that offers an education to students in any

21  grades K-12 and that meets the requirements in subsection (8)

22  (6).

23         (e)  "Owner or operator" includes:

24         1.  An owner, president, officer, or director of an

25  eligible nonprofit scholarship-funding organization or a

26  person with equivalent decisionmaking authority over an

27  eligible nonprofit scholarship-funding organization.

28         2.  An owner, operator, superintendent, or principal of

29  an eligible private school or a person with equivalent

30  decisionmaking authority over an eligible private school.

31  

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 1         (e)  "Qualified student" means a student who qualifies

 2  for free or reduced-price school lunches under the National

 3  School Lunch Act and who:

 4         (3)  PROGRAM; SCHOLARSHIP ELIGIBILITY.--The Corporate

 5  Income Tax Credit Scholarship Program is established. A

 6  student is eligible for a corporate income tax credit

 7  scholarship if the student qualifies for free or reduced-price

 8  school lunches under the National School Lunch Act and:

 9         (a)1.  Was counted as a full-time equivalent student

10  during the previous state fiscal year for purposes of state

11  per-student funding;

12         (b)2.  Received a scholarship from an eligible

13  nonprofit scholarship-funding organization or from the State

14  of Florida during the previous school year; or

15         (c)3.  Is eligible to enter kindergarten or first

16  grade.

17  

18  Contingent upon available funds, a student may continue in the

19  scholarship program as long as the student's family income

20  level does not exceed 200 percent of the federal poverty

21  level.

22         (4)  SCHOLARSHIP PROHIBITIONS.--A student is not

23  eligible for a scholarship while he or she is:

24         (a)  Enrolled in a school operating for the purpose of

25  providing educational services to youth in Department of

26  Juvenile Justice commitment programs;

27         (b)  Receiving a scholarship from another eligible

28  nonprofit scholarship-funding organization under this section;

29         (c)  Receiving an educational scholarship pursuant to

30  chapter 1002;

31  

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 1         (d)  Participating in a home education program as

 2  defined in s. 1002.01(1);

 3         (e)  Participating in a private tutoring program

 4  pursuant to s. 1002.43;

 5         (f)  Participating in a virtual school, correspondence

 6  school, or distance learning program that receives state

 7  funding pursuant to the student's participation unless the

 8  participation is limited to no more than two courses per

 9  school year; or

10         (g)  Enrolled in the Florida School for the Deaf and

11  the Blind.

12         (5)(3)  AUTHORIZATION TO GRANT SCHOLARSHIP FUNDING TAX

13  CREDITS; LIMITATIONS ON INDIVIDUAL AND TOTAL CREDITS.--

14         (a)  There is allowed a credit of 100 percent of an

15  eligible contribution against any tax due for a taxable year

16  under this chapter. However, such a credit may not exceed 75

17  percent of the tax due under this chapter for the taxable

18  year, after the application of any other allowable credits by

19  the taxpayer. However, at least 5 percent of the total

20  statewide amount authorized for the tax credit shall be

21  reserved for taxpayers who meet the definition of a small

22  business provided in s. 288.703(1) at the time of application.

23  The credit granted by this section shall be reduced by the

24  difference between the amount of federal corporate income tax

25  taking into account the credit granted by this section and the

26  amount of federal corporate income tax without application of

27  the credit granted by this section.

28         (b)  The total amount of tax credits and carryforward

29  of tax credits which may be granted each state fiscal year

30  under this section is $88 million during the 2006-2007 fiscal

31  year. The total amount of tax credits and carryforward of tax

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 1  credits which may be granted under this section shall be

 2  adjusted each year thereafter, should the prior year's total

 3  tax credit and carryforward tax credit limits be obtained, by

 4  the same percentage as the increase or decrease in total

 5  funding, adjusted for Florida Retirement System changes if

 6  applicable, under the Florida Education Finance Program as

 7  provided in the General Appropriations Act workpapers.

 8  However, the total amount of tax credits that may be granted

 9  pursuant to this paragraph may not increase by more than 5

10  percent in any year. The Commissioner of Education shall

11  certify to the department and notify eligible nonprofit

12  scholarship-funding organizations of the resulting value of

13  tax credits that may be granted within 30 days after the

14  General Appropriations Act becomes law. However, at least 1

15  percent of the total statewide amount authorized for the tax

16  credit shall be reserved for taxpayers who meet the definition

17  of a small business provided in s. 288.703(1) at the time of

18  application.

19         (c)  A taxpayer who files a Florida consolidated return

20  as a member of an affiliated group pursuant to s. 220.131(1)

21  may be allowed the credit on a consolidated return basis;

22  however, the total credit taken by the affiliated group is

23  subject to the limitation established under paragraph (a).

24         (d)  Effective for tax years beginning January 1, 2006,

25  a taxpayer may rescind all or part of its allocated tax credit

26  under this section. The amount rescinded shall become

27  available for purposes of the cap for that state fiscal year

28  under this section to an eligible taxpayer as approved by the

29  department if the taxpayer receives notice from the department

30  that the rescindment has been accepted by the department and

31  the taxpayer has not previously rescinded any or all of its

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 1  tax credit allocation under this section more than once in the

 2  previous 3 tax years. Any amount rescinded under this

 3  paragraph shall become available to an eligible taxpayer on a

 4  first-come, first-served basis based on tax credit

 5  applications received after the date the rescindment is

 6  accepted by the department.

 7         (6)(4)  OBLIGATIONS OF ELIGIBLE NONPROFIT

 8  SCHOLARSHIP-FUNDING ORGANIZATIONS.--An eligible nonprofit

 9  scholarship-funding organization:

10         (a)  Must comply with the antidiscrimination provisions

11  of 42 U.S.C. s. 2000d.

12         (b)  Must comply with the following background check

13  requirements:

14         1.  All owners and operators as defined in subparagraph

15  (2)(e)1. are subject to level 2 background screening as

16  provided under chapter 435. The fingerprints for the

17  background screening must be electronically submitted to the

18  Department of Law Enforcement and can be taken by an

19  authorized law enforcement agency or by an employee of the

20  eligible nonprofit scholarship-funding organization or a

21  private company who is trained to take fingerprints. However,

22  the complete set of fingerprints of an owner or operator may

23  not be taken by the owner or operator. The results of the

24  state and national criminal history check shall be provided to

25  the Department of Education for screening under chapter 435.

26  The cost of the background screening may be borne by the

27  eligible nonprofit scholarship-funding organization or the

28  owner or operator.

29         2.  Every 5 years following employment or engagement to

30  provide services or association with an eligible nonprofit

31  scholarship-funding organization, each owner or operator must

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 1  meet level 2 screening standards as described in s. 435.04, at

 2  which time the nonprofit scholarship-funding organization

 3  shall request the Department of Law Enforcement to forward the

 4  fingerprints to the Federal Bureau of Investigation for level

 5  2 screening. If the fingerprints of an owner or operator are

 6  not retained by the Department of Law Enforcement under

 7  subparagraph 3., the owner or operator must electronically

 8  file a complete set of fingerprints with the Department of Law

 9  Enforcement. Upon submission of fingerprints for this purpose,

10  the eligible nonprofit scholarship-funding organization shall

11  request that the Department of Law Enforcement forward the

12  fingerprints to the Federal Bureau of Investigation for level

13  2 screening, and the fingerprints shall be retained by the

14  Department of Law Enforcement under subparagraph 3.

15         3.  Beginning July 1, 2007, all fingerprints submitted

16  to the Department of Law Enforcement as required by this

17  paragraph must be retained by the Department of Law

18  Enforcement in a manner approved by rule and entered in the

19  statewide automated fingerprint identification system

20  authorized by s. 943.05(2)(b). The fingerprints must

21  thereafter be available for all purposes and uses authorized

22  for arrest fingerprint cards entered in the statewide

23  automated fingerprint identification system pursuant to s.

24  943.051.

25         4.  Beginning July 1, 2007, the Department of Law

26  Enforcement shall search all arrest fingerprint cards received

27  under s. 943.051 against the fingerprints retained in the

28  statewide automated fingerprint identification system under

29  subparagraph 3. Any arrest record that is identified with an

30  owner's or operator's fingerprints must be reported to the

31  Department of Education. The Department of Education shall

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 1  participate in this search process by paying an annual fee to

 2  the Department of Law Enforcement and by informing the

 3  Department of Law Enforcement of any change in the employment,

 4  engagement, or association status of the owners or operators

 5  whose fingerprints are retained under subparagraph 3. The

 6  Department of Law Enforcement shall adopt a rule setting the

 7  amount of the annual fee to be imposed upon the Department of

 8  Education for performing these services and establishing the

 9  procedures for the retention of owner and operator

10  fingerprints and the dissemination of search results. The fee

11  may be borne by the owner or operator of the nonprofit

12  scholarship-funding organization.

13         5.  A nonprofit scholarship-funding organization whose

14  owner or operator fails the level 2 background screening shall

15  not be eligible to provide scholarships under this section.

16         6.  A nonprofit scholarship-funding organization whose

17  owner or operator in the last 7 years has filed for personal

18  bankruptcy or corporate bankruptcy in a corporation of which

19  he or she owned more than 20 percent shall not be eligible to

20  provide scholarships under this section.

21         (c)  Must not have an owner or operator who owns or

22  operates an eligible private school that is participating in

23  the scholarship program.

24         (d)(a)  Must An eligible nonprofit scholarship-funding

25  organization shall provide scholarships, from eligible

26  contributions, to eligible qualified students for:

27         1.  Tuition or textbook expenses for, or transportation

28  to, an eligible private nonpublic school. At least 75 percent

29  of the scholarship funding must be used to pay tuition

30  expenses; or

31  

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 1         2.  Transportation expenses to a Florida public school

 2  that is located outside the district in which the student

 3  resides or to a lab school as defined in s. 1002.32.

 4         (e)(b)  Must An eligible nonprofit scholarship-funding

 5  organization shall give priority to eligible qualified

 6  students who received a scholarship from an eligible nonprofit

 7  scholarship-funding organization or from the State of Florida

 8  during the previous school year.

 9         (f)  Must provide a scholarship to an eligible student

10  on a first-come, first-served basis unless the student

11  qualifies for priority pursuant to paragraph (e).

12         (g)  May not restrict or reserve scholarships for use

13  at a particular private school or provide scholarships to a

14  child of an owner or operator.

15         (h)  Must allow an eligible student to attend any

16  eligible private school and must allow a parent to transfer a

17  scholarship during a school year to any other eligible private

18  school of the parent's choice.

19         (c)  The amount of a scholarship provided to any child

20  for any single school year by all eligible nonprofit

21  scholarship-funding organizations from eligible contributions

22  shall not exceed the following annual limits:

23         1.  Three thousand five hundred dollars for a

24  scholarship awarded to a student enrolled in an eligible

25  nonpublic school.

26         2.  Five hundred dollars for a scholarship awarded to a

27  student enrolled in a Florida public school that is located

28  outside the district in which the student resides.

29         (d)  The amount of an eligible contribution which may

30  be accepted by an eligible nonprofit scholarship-funding

31  organization is limited to the amount needed to provide

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 1  scholarships for qualified students which the organization has

 2  identified and for which vacancies in eligible nonpublic

 3  schools have been identified.

 4         (i)(e)  Must obligate, in the same fiscal year in which

 5  the contribution was received, An eligible nonprofit

 6  scholarship-funding organization that receives an eligible

 7  contribution must spend 100 percent of the eligible

 8  contribution to provide scholarships; however, up to 25

 9  percent of the total contribution may be carried forward for

10  scholarships to be granted in the following same state fiscal

11  year in which the contribution was received. No portion of

12  eligible contributions may be used for administrative

13  expenses. All interest accrued from contributions must be used

14  for scholarships.

15         (j)  Must maintain separate accounts for scholarship

16  funds and operating funds.

17         (k)  With the prior approval of the Department of

18  Education, may transfer funds to another eligible nonprofit

19  scholarship-funding organization if additional funds are

20  required to meet scholarship demand at the receiving nonprofit

21  scholarship-funding organization. A transfer shall be limited

22  to the greater of $500,000 or 20 percent of the total

23  contributions received by the nonprofit scholarship-funding

24  organization making the transfer. All transferred funds must

25  be deposited by the receiving nonprofit scholarship-funding

26  organization into its scholarship accounts. All transferred

27  amounts received by any nonprofit scholarship-funding

28  organization must be separately disclosed in the annual

29  financial and compliance audit required in this section.

30         (l)(f)  An eligible nonprofit scholarship-funding

31  organization that receives eligible contributions Must provide

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 1  to the Auditor General and the Department of Education an

 2  annual financial and compliance audit of its accounts and

 3  records conducted by an independent certified public

 4  accountant and in accordance with rules adopted by the Auditor

 5  General. The audit must be conducted in compliance with

 6  generally accepted auditing standards and must include a

 7  report on financial statements presented in accordance with

 8  generally accepted accounting principles set forth by the

 9  American Institute of Certified Public Accountants for

10  not-for-profit organizations and a determination of compliance

11  with the statutory eligibility and expenditure requirements

12  set forth in this section. Audits must be provided to the

13  Auditor General and the Department of Education within 180

14  days after completion of the eligible nonprofit

15  scholarship-funding organization's fiscal year.

16         (m)  Must prepare and submit quarterly reports to the

17  Department of Education pursuant to paragraph (9)(m). In

18  addition, an eligible nonprofit scholarship-funding

19  organization must submit in a timely manner any information

20  requested by the Department of Education relating to the

21  scholarship program.

22  

23  Any and all information and documentation provided to the

24  Department of Education and the Auditor General relating to

25  the identity of a taxpayer that provides an eligible

26  contribution under this section shall remain confidential at

27  all times in accordance with s. 213.053.

28         (g)  Payment of the scholarship by the eligible

29  nonprofit scholarship-funding organization shall be by

30  individual warrant or check made payable to the student's

31  parent. If the parent chooses for his or her child to attend

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 1  an eligible nonpublic school, the warrant or check must be

 2  mailed by the eligible nonprofit scholarship-funding

 3  organization to the nonpublic school of the parent's choice,

 4  and the parent shall restrictively endorse the warrant or

 5  check to the nonpublic school. An eligible nonprofit

 6  scholarship-funding organization shall ensure that, upon

 7  receipt of a scholarship warrant or check, the parent to whom

 8  the warrant or check is made restrictively endorses the

 9  warrant or check to the nonpublic school of the parent's

10  choice for deposit into the account of the nonpublic school.

11         (7)(5)  PARENT AND STUDENT RESPONSIBILITIES FOR PROGRAM

12  PARTICIPATION OBLIGATIONS.--

13         (a)  The parent must select an eligible private school

14  and apply for the admission of his or her child.

15         (b)  The parent must inform the child's school district

16  when the parent withdraws his or her child to attend an

17  eligible private school.

18         (c)  Any student participating in the scholarship

19  program must remain in attendance throughout the school year

20  unless excused by the school for illness or other good cause.

21         (d)  Each parent and each student has an obligation to

22  the private school to comply with the private school's

23  published policies.

24         (e)  The parent shall ensure that the student

25  participating in the scholarship program takes the

26  norm-referenced assessment offered by the private school. The

27  parent may also choose to have the student participate in the

28  statewide assessments pursuant to s. 1008.22. If the parent

29  requests that the student participating in the scholarship

30  program take statewide assessments pursuant to s. 1008.22, the

31  

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 1  parent is responsible for transporting the student to the

 2  assessment site designated by the school district.

 3         (f)  Upon receipt of a scholarship warrant from the

 4  eligible nonprofit scholarship-funding organization, the

 5  parent to whom the warrant is made must restrictively endorse

 6  the warrant to the private school for deposit into the account

 7  of the private school. The parent may not designate any entity

 8  or individual associated with the participating private school

 9  as the parent's attorney in fact to endorse a scholarship

10  warrant. A participant who fails to comply with this paragraph

11  forfeits the scholarship. As a condition for scholarship

12  payment pursuant to paragraph (4)(g), if the parent chooses

13  for his or her child to attend an eligible nonpublic school,

14  the parent must inform the child's school district within 15

15  days after such decision.

16         (8)(6)  PRIVATE ELIGIBLE NONPUBLIC SCHOOL ELIGIBILITY

17  AND OBLIGATIONS.--An eligible private nonpublic school may be

18  sectarian or nonsectarian and must:

19         (a)  Comply with all requirements for private schools

20  participating in state school choice scholarship programs

21  pursuant to s. 1002.421.

22         (b)  Provide to the eligible nonprofit

23  scholarship-funding organization, upon request, all

24  documentation required for the student's participation,

25  including the private school's and student's fee schedules.

26         (c)  Be academically accountable to the parent for

27  meeting the educational needs of the student by:

28         1.  At a minimum, annually providing to the parent a

29  written explanation of the student's progress.

30         2.  Annually administering or making provision for

31  students participating in the scholarship program to take one

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 1  of the nationally norm-referenced tests identified by the

 2  Department of Education. Students with disabilities for whom

 3  standardized testing is not appropriate are exempt from this

 4  requirement. A participating private school must report a

 5  student's scores to the parent and to the independent research

 6  organization selected by the Department of Education as

 7  described in paragraph (9)(j).

 8         3.  Cooperating with the scholarship student whose

 9  parent chooses to participate in the statewide assessments

10  pursuant to s. 1008.32.

11         (d)  Employ or contract with teachers who have regular

12  and direct contact with each student receiving a scholarship

13  under this section at the school's physical location.

14  

15  The inability of a private school to meet the requirements of

16  this subsection shall constitute a basis for the ineligibility

17  of the private school to participate in the scholarship

18  program as determined by the Department of Education.

19         (a)  Demonstrate fiscal soundness by being in operation

20  for one school year or provide the Department of Education

21  with a statement by a certified public accountant confirming

22  that the nonpublic school desiring to participate is insured

23  and the owner or owners have sufficient capital or credit to

24  operate the school for the upcoming year serving the number of

25  students anticipated with expected revenues from tuition and

26  other sources that may be reasonably expected. In lieu of such

27  a statement, a surety bond or letter of credit for the amount

28  equal to the scholarship funds for any quarter may be filed

29  with the department.

30         (b)  Comply with the antidiscrimination provisions of

31  42 U.S.C. s. 2000d.

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 1         (c)  Meet state and local health and safety laws and

 2  codes.

 3         (d)  Comply with all state laws relating to general

 4  regulation of nonpublic schools.

 5         (9)  DEPARTMENT OF EDUCATION OBLIGATIONS.--The

 6  Department of Education shall:

 7         (a)  Annually submit to the department, by March 15, a

 8  list of eligible nonprofit scholarship-funding organizations

 9  that meet the requirements of paragraph (2)(c).

10         (b)  Annually verify the eligibility of nonprofit

11  scholarship-funding organizations that meet the requirements

12  of paragraph (2)(c).

13         (c)  Annually verify the eligibility of private schools

14  that meet the requirements of subsection (8).

15         (d)  Annually verify the eligibility of expenditures as

16  provided in paragraph (6)(d) using the audit required by

17  paragraph (6)(l).

18         (e)  Establish a toll-free hotline that provides

19  parents and private schools with information on participation

20  in the scholarship program.

21         (f)  Establish a process by which individuals may

22  notify the Department of Education of any violation by a

23  parent, private school, or school district of state laws

24  relating to program participation. The Department of Education

25  shall conduct an inquiry of any written complaint of a

26  violation of this section, or make a referral to the

27  appropriate agency for an investigation, if the complaint is

28  signed by the complainant and is legally sufficient. A

29  complaint is legally sufficient if it contains ultimate facts

30  that show that a violation of this section or any rule adopted

31  by the State Board of Education has occurred. In order to

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 1  determine legal sufficiency, the Department of Education may

 2  require supporting information or documentation from the

 3  complainant. A department inquiry is not subject to the

 4  requirements of chapter 120.

 5         (g)  Require an annual, notarized, sworn compliance

 6  statement by participating private schools certifying

 7  compliance with state laws and shall retain such records.

 8         (h)  Cross-check the list of participating scholarship

 9  students with the public school enrollment lists to avoid

10  duplication.

11         (i)  In accordance with State Board of Education rule,

12  identify and select the nationally norm-referenced tests that

13  are comparable to the norm-referenced provisions of the

14  Florida Comprehensive Assessment Test (FCAT) provided that the

15  FCAT may be one of the tests selected. However, the Department

16  of Education may approve the use of an additional assessment

17  by the school if the assessment meets industry standards of

18  quality and comparability.

19         (j)  Select an independent research organization, which

20  may be a public or private entity or university, to which

21  participating private schools must report the scores of

22  participating students on the nationally norm-referenced tests

23  administered by the private school. The independent research

24  organization must annually report to the Department of

25  Education on the year-to-year improvements of participating

26  students. The independent research organization must analyze

27  and report student performance data in a manner that protects

28  the rights of students and parents as mandated in 20 U.S.C. s.

29  1232g, the Family Educational Rights and Privacy Act, and must

30  not disaggregate data to a level that will disclose the

31  academic level of individual students or of individual

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 1  schools. To the extent possible, the independent research

 2  organization must accumulate historical performance data on

 3  students from the Department of Education and private schools

 4  to describe baseline performance and to conduct longitudinal

 5  studies. To minimize costs and reduce time required for

 6  third-party analysis and evaluation, the Department of

 7  Education shall conduct analyses of matched students from

 8  public school assessment data and calculate control group

 9  learning gains using an agreed-upon methodology outlined in

10  the contract with the third-party evaluator. The sharing of

11  student data must be in accordance with requirements of 20

12  U.S.C. s. 1232g, the Family Educational Rights and Privacy

13  Act, and shall be for the sole purpose of conducting the

14  evaluation. All parties must preserve the confidentiality of

15  such information as required by law.

16         (k)  Notify an eligible nonprofit scholarship-funding

17  organization of any of the organization's identified students

18  who are receiving educational scholarships pursuant to chapter

19  1002.

20         (l)  Notify an eligible nonprofit scholarship-funding

21  organization of any of the organization's identified students

22  who are receiving corporate income tax credit scholarships

23  from other eligible nonprofit scholarship-funding

24  organizations.

25         (m)  Require quarterly reports by an eligible nonprofit

26  scholarship-funding organization regarding the number of

27  students participating in the scholarship program, the private

28  schools at which the students are enrolled, and other

29  information deemed necessary by the Department of Education.

30         (n)1.  Conduct random site visits to private schools

31  participating in the Corporate Tax Credit Scholarship Program.

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 1  The purpose of the site visits is solely to verify the

 2  information reported by the schools concerning the enrollment

 3  and attendance of students, the credentials of teachers,

 4  background screening of teachers, and teachers' fingerprinting

 5  results. The Department of Education may not make more than

 6  seven random site visits each year and may not make more than

 7  one random site visit each year to the same private school.

 8         2.  Annually, by December 15, report to the Governor,

 9  the President of the Senate, and the Speaker of the House of

10  Representatives the Department of Education's actions with

11  respect to implementing accountability in the scholarship

12  program under this section and s. 1002.421, any substantiated

13  allegations or violations of law or rule by an eligible

14  private school under this program concerning the enrollment

15  and attendance of students, the credentials of teachers,

16  background screening of teachers, and teachers' fingerprinting

17  results and the corrective action taken by the Department of

18  Education.

19         (10)  COMMISSIONER OF EDUCATION AUTHORITY AND

20  OBLIGATIONS.--

21         (a)  The Commissioner of Education shall deny, suspend,

22  or revoke a private school's participation in the scholarship

23  program if it is determined that the private school has failed

24  to comply with the provisions of this section. However, in

25  instances in which the noncompliance is correctable within a

26  reasonable amount of time and in which the health, safety, or

27  welfare of the students are not threatened, the commissioner

28  may issue a notice of noncompliance that shall provide the

29  private school with a timeframe within which to provide

30  evidence of compliance prior to taking action to suspend or

31  

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 1  revoke the private school's participation in the scholarship

 2  program.

 3         (b)  The commissioner's determination is subject to the

 4  following:

 5         1.  If the commissioner intends to deny, suspend, or

 6  revoke a private school's participation in the scholarship

 7  program, the Department of Education shall notify the private

 8  school of such proposed action in writing by certified mail

 9  and regular mail to the private school's address of record

10  with the Department of Education. The notification shall

11  include the reasons for the proposed action and notice of the

12  timelines and procedures set forth in this paragraph.

13         2.  The private school that is adversely affected by

14  the proposed action shall have 15 days from receipt of the

15  notice of proposed action to file with the Department of

16  Education's agency clerk a request for a proceeding pursuant

17  to ss. 120.569 and 120.57. If the private school is entitled

18  to a hearing under s. 120.57(1), the Department of Education

19  shall forward the request to the Division of Administrative

20  Hearings.

21         3.  Upon receipt of a request referred pursuant to this

22  paragraph, the director of the Division of Administrative

23  Hearings shall expedite the hearing and assign an

24  administrative law judge who shall commence a hearing within

25  30 days after the receipt of the formal written request by the

26  division and enter a recommended order within 30 days after

27  the hearing or within 30 days after receipt of the hearing

28  transcript, whichever is later. Each party shall be allowed 10

29  days in which to submit written exceptions to the recommended

30  order. A final order shall be entered by the agency within 30

31  days after the entry of a recommended order. The provisions of

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 1  this subparagraph may be waived upon stipulation by all

 2  parties.

 3         (c)  The commissioner may immediately suspend payment

 4  of scholarship funds if it is determined that there is

 5  probable cause to believe that there is:

 6         1.  An imminent threat to the health, safety, and

 7  welfare of the students; or

 8         2.  Fraudulent activity on the part of the private

 9  school. Notwithstanding s. 1002.22(3), in incidents of alleged

10  fraudulent activity pursuant to this section, the Department

11  of Education's Office of Inspector General is authorized to

12  release personally identifiable records or reports of students

13  to the following persons or organizations:

14         a.  A court of competent jurisdiction in compliance

15  with an order of that court or the attorney of record in

16  accordance with a lawfully issued subpoena, consistent with

17  the Family Educational Rights and Privacy Act, 20 U.S.C. s.

18  1232g.

19         b.  A person or entity authorized by a court of

20  competent jurisdiction in compliance with an order of that

21  court or the attorney of record pursuant to a lawfully issued

22  subpoena, consistent with the Family Educational Rights and

23  Privacy Act, 20 U.S.C. s. 1232g.

24         c.  Any person, entity, or authority issuing a subpoena

25  for law enforcement purposes when the court or other issuing

26  agency has ordered that the existence or the contents of the

27  subpoena or the information furnished in response to the

28  subpoena not be disclosed, consistent with the Family

29  Educational Rights and Privacy Act, 20 U.S.C. s. 1232g, and 34

30  C.F.R. s. 99.31.

31  

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 1  The commissioner's order suspending payment pursuant to this

 2  paragraph may be appealed pursuant to the same procedures and

 3  timelines as the notice of proposed action set forth in

 4  paragraph (b).

 5         (11)  SCHOLARSHIP AMOUNT AND PAYMENT.--

 6         (a)  The amount of a scholarship provided to any

 7  student for any single school year by an eligible nonprofit

 8  scholarship-funding organization from eligible contributions

 9  shall not exceed the following annual limits:

10         1.  Three thousand seven hundred fifty dollars for a

11  scholarship awarded to a student enrolled in an eligible

12  private school.

13         2.  Five hundred dollars for a scholarship awarded to a

14  student enrolled in a Florida public school that is located

15  outside the district in which the student resides or in a lab

16  school as defined in s. 1002.32.

17         (b)  Payment of the scholarship by the eligible

18  nonprofit scholarship-funding organization shall be by

19  individual warrant made payable to the student's parent. If

20  the parent chooses that his or her child attend an eligible

21  private school, the warrant must be delivered by the eligible

22  nonprofit scholarship-funding organization to the private

23  school of the parent's choice, and the parent shall

24  restrictively endorse the warrant to the private school. An

25  eligible nonprofit scholarship-funding organization shall

26  ensure that the parent to whom the warrant is made

27  restrictively endorsed the warrant to the private school for

28  deposit into the account of the private school.

29         (c)  An eligible nonprofit scholarship-funding

30  organization shall obtain verification from the private school

31  

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 1  of a student's continued attendance at the school prior to

 2  each scholarship payment.

 3         (d)  Payment of the scholarship shall be made by the

 4  eligible nonprofit scholarship-funding organization no less

 5  frequently than on a quarterly basis.

 6         (12)(7)  ADMINISTRATION; RULES.--

 7         (a)  If the credit granted pursuant to this section is

 8  not fully used in any one year because of insufficient tax

 9  liability on the part of the corporation, the unused amount

10  may be carried forward for a period not to exceed 3 years;

11  however, any taxpayer that seeks to carry forward an unused

12  amount of tax credit must submit an application for allocation

13  of tax credits or carryforward credits as required in

14  paragraph (d) in the year that the taxpayer intends to use the

15  carryforward carry forward. The total amount of tax credits

16  and carryforward of tax credits granted each state fiscal year

17  under this section is $88 million. This carryforward applies

18  to all approved contributions made after January 1, 2002. A

19  taxpayer may not convey, assign, or transfer the credit

20  authorized by this section to another entity unless all of the

21  assets of the taxpayer are conveyed, assigned, or transferred

22  in the same transaction.

23         (b)  An application for a tax credit pursuant to this

24  section shall be submitted to the department on forms

25  established by rule of the department.

26         (c)  The department and the Department of Education

27  shall develop a cooperative agreement to assist in the

28  administration of this section. The Department of Education

29  shall be responsible for annually submitting, by March 15, to

30  the department a list of eligible nonprofit

31  scholarship-funding organizations that meet the requirements

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 1  of paragraph (2)(d) and for monitoring eligibility of

 2  nonprofit scholarship-funding organizations that meet the

 3  requirements of paragraph (2)(d), eligibility of nonpublic

 4  schools that meet the requirements of paragraph (2)(c), and

 5  eligibility of expenditures under this section as provided in

 6  subsection (4).

 7         (d)  The department shall adopt rules necessary to

 8  administer this section, including rules establishing

 9  application forms and procedures and governing the allocation

10  of tax credits and carryforward credits under this section on

11  a first-come, first-served basis.

12         (e)  The State Board Department of Education shall

13  adopt rules pursuant to ss. 120.536(1) and 120.54 necessary to

14  administer this section as it relates to the roles of the

15  Department of Education and the Commissioner of Education

16  determine eligibility of nonprofit scholarship-funding

17  organizations as defined in paragraph (2)(d) and according to

18  the provisions of subsection (4) and identify qualified

19  students as defined in paragraph (2)(e).

20         (13)(8)  DEPOSITS OF ELIGIBLE CONTRIBUTIONS.--All

21  eligible contributions received by an eligible nonprofit

22  scholarship-funding organization shall be deposited in a

23  manner consistent with s. 17.57(2).

24         Section 3.  Section 1002.421, Florida Statutes, is

25  created to read:

26         1002.421  Accountability of private schools

27  participating in state school-choice scholarship programs.--

28         (1)  A Florida private school participating in the

29  Corporate Income Tax Credit Scholarship Program established

30  pursuant to s. 220.187 or an educational scholarship program

31  established pursuant to this chapter must comply with all

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 1  requirements of this section in addition to private school

 2  requirements outlined in s. 1002.42, specific requirements

 3  identified within respective scholarship program laws, and

 4  other provisions of Florida law that apply to private schools.

 5         (2)  A private school participating in a scholarship

 6  program must be a Florida private school as defined in s.

 7  1002.01(2), must be registered in accordance with s. 1002.42,

 8  and must:

 9         (a)  Comply with the antidiscrimination provisions of

10  42 U.S.C. s. 2000d.

11         (b)  Notify the department of its intent to participate

12  in a scholarship program.

13         (c)  Notify the department of any change in the

14  school's name, school director, mailing address, or physical

15  location within 15 days after the change.

16         (d)  Complete student enrollment and attendance

17  verification requirements, including use of an on-line

18  attendance verification form, prior to scholarship payment.

19         (e)  Annually complete and submit to the department a

20  notarized scholarship compliance statement certifying that all

21  school employees and contracted personnel with direct student

22  contact have undergone background screening pursuant to s.

23  943.0542.

24         (f)  Demonstrate fiscal soundness and accountability

25  by:

26         1.  Being in operation for at least 3 school years or

27  obtaining a surety bond or letter of credit for the amount

28  equal to the scholarship funds for any quarter and filing the

29  surety bond or letter of credit with the department.

30         2.  Requiring the parent of each scholarship student to

31  personally restrictively endorse the scholarship warrant to

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 1  the school. The school may not act as attorney in fact for the

 2  parent of a scholarship student under the authority of a power

 3  of attorney executed by such parent, or under any other

 4  authority, to endorse scholarship warrants on behalf of such

 5  parent.

 6         (g)  Meet applicable state and local health, safety,

 7  and welfare laws, codes, and rules, including:

 8         1.  Firesafety.

 9         2.  Building safety.

10         (h)  Employ or contract with teachers who hold

11  baccalaureate or higher degrees, have at least 3 years of

12  teaching experience in public or private schools, or have

13  special skills, knowledge, or expertise that qualifies them to

14  provide instruction in subjects taught.

15         (i)  Require each employee and contracted personnel

16  with direct student contact to undergo a state and national

17  background screening, pursuant to s. 943.0542, by

18  electronically filing with the Department of Law Enforcement a

19  complete set of fingerprints taken by an authorized law

20  enforcement agency or an employee of the private school, a

21  school district, or a private company who is trained to take

22  fingerprints and deny employment to or terminate an employee

23  if he or she fails to meet the screening standards under s.

24  435.04. Results of the screening shall be provided to the

25  participating private school. For purposes of this paragraph:

26         1.  An "employee or contracted personnel with direct

27  student contact" means any employee or contracted personnel

28  who has unsupervised access to a scholarship student for whom

29  the private school is responsible.

30         2.  The costs of fingerprinting and the background

31  check shall not be borne by the state.

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 1         3.  Continued employment of an employee or contracted

 2  personnel after notification that he or she has failed the

 3  background screening under this paragraph shall cause a

 4  private school to be ineligible for participation in a

 5  scholarship program.

 6         4.  An employee or contracted personnel holding a valid

 7  Florida teaching certificate who has been fingerprinted

 8  pursuant to s. 1012.32 is not required to comply with the

 9  provisions of this paragraph.

10         (3)(a)  Beginning July 1, 2007, all fingerprints

11  submitted to the Department of Law Enforcement as required by

12  this section shall be retained by the Department of Law

13  Enforcement in a manner provided by rule and entered in the

14  statewide automated fingerprint identification system

15  authorized by s. 943.05(2)(b). Such fingerprints shall

16  thereafter be available for all purposes and uses authorized

17  for arrest fingerprint cards entered in the statewide

18  automated fingerprint identification system pursuant to s.

19  943.051.

20         (b)  Beginning July 1, 2007, the Department of Law

21  Enforcement shall search all arrest fingerprint cards received

22  under s. 943.051 against the fingerprints retained in the

23  statewide automated fingerprint identification system under

24  paragraph (a). Any arrest record that is identified with the

25  retained fingerprints of a person subject to the background

26  screening under this section shall be reported to the

27  employing school with which the person is affiliated. Each

28  private school participating in a scholarship program is

29  required to participate in this search process by informing

30  the Department of Law Enforcement of any change in the

31  employment or contractual status of its personnel whose

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 1  fingerprints are retained under paragraph (a). The Department

 2  of Law Enforcement shall adopt a rule setting the amount of

 3  the annual fee to be imposed upon each private school for

 4  performing these searches and establishing the procedures for

 5  the retention of private school employee and contracted

 6  personnel fingerprints and the dissemination of search

 7  results. The fee may be borne by the private school or the

 8  person fingerprinted.

 9         (c)  Employees and contracted personnel whose

10  fingerprints are not retained by the Department of Law

11  Enforcement under paragraphs (a) and (b) are required to be

12  refingerprinted and must meet state and national background

13  screening requirements upon reemployment or reengagement to

14  provide services in order to comply with the requirements of

15  this section.

16         (d)  Every 5 years following employment or engagement

17  to provide services with a private school, employees or

18  contracted personnel required to be screened under this

19  section must meet screening standards under s. 435.04, at

20  which time the private school shall request the Department of

21  Law Enforcement to forward the fingerprints to the Federal

22  Bureau of Investigation for national processing. If the

23  fingerprints of employees or contracted personnel are not

24  retained by the Department of Law Enforcement under paragraph

25  (a), employees and contracted personnel must electronically

26  file a complete set of fingerprints with the Department of Law

27  Enforcement. Upon submission of fingerprints for this purpose,

28  the private school shall request that the Department of Law

29  Enforcement forward the fingerprints to the Federal Bureau of

30  Investigation for national processing, and the fingerprints

31  

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 1  shall be retained by the Department of Law Enforcement under

 2  paragraph (a).

 3         (4)  The inability of a private school to meet the

 4  requirements of this section shall constitute a basis for the

 5  ineligibility of the private school to participate in a

 6  scholarship program as determined by the department.

 7         (5)  The inclusion of eligible private schools within

 8  options available to Florida public school students does not

 9  expand the regulatory authority of the state, its officers, or

10  any school district to impose any additional regulation of

11  private schools beyond those reasonably necessary to enforce

12  requirements expressly set forth in this section.

13         (6)  The State Board of Education shall adopt rules

14  pursuant to ss. 120.536(1) and 120.54 to administer this

15  section.

16         Section 4.  This act shall take effect July 1, 2006.

17  

18  

19  

20  

21  

22  

23  

24  

25  

26  

27  

28  

29  

30  

31  

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 1          STATEMENT OF SUBSTANTIAL CHANGES CONTAINED IN
                       COMMITTEE SUBSTITUTE FOR
 2                         Senate Bill 256

 3                                 

 4  The committee substitute makes the following changes to the
    underlying bill:
 5  
    --   Revises eligibility for John M. McKay Scholarships for
 6       Students with Disabilities Program (McKay program) to
         provide eligibility to students who attended a Department
 7       of Juvenile Justice commitment center and students who
         are at least four years old and eligible for special
 8       education and services under statute;

 9  --   Limits schools district's ability to revise a student's
         matrix of services to correcting technical,
10       typographical, or calculation errors, only;

11  --   Provides that students attending virtual schools are not
         eligible for a McKay scholarship or a Corporate Tax
12       Credit Scholarship (CTC);

13  --   Requires the Department of Education (DOE) to establish
         and inform parents about a toll-free hotline and Internet
14       website to provide parents and private schools
         information about the McKay and CTC programs;
15  
    --   Removes language that explicitly provided for anonymous
16       complaints of violations of statute with respect to McKay
         and CTC programs;
17  
    --   Revises procedures for verification of students attending
18       private schools prior to sending scholarship warrants for
         both McKay and CTC programs;
19  
    --   Requires the DOE, rather than the Auditor General, to
20       conduct random site visits to private schools to check
         for compliance, and requires these visits for private
21       schools participating in both McKay and/or CTC programs;

22  --   Requires the Commissioner of Education to deny, suspend,
         or revoke participation of private schools in both McKay
23       and CTC programs for failure to comply with statute;

24  --   Provides procedures for notice, request for hearing, and
         an expedited hearing related to violations of statute
25       with respect to McKay and CTC programs;

26  --   Allows for immediate suspension of scholarship payments
         in both McKay and CTC programs where there is probable
27       cause to believe an imminent threat of the health,
         safety, and welfare or fraud exists;
28  
    --   Provides for investigations by the DOE's Office of the
29       Inspector General in cases of alleged fraud and
         authorizes the office to release personally identifiable
30       student records related to such investigations, subject
         to federal privacy law requirements;
31  
    --   Removes requirement in McKay and CTC program that a
                                  51

CODING: Words stricken are deletions; words underlined are additions.






    Florida Senate - 2006                            CS for SB 256
    590-2197-06




 1       private school must accept students on a
         religious-neutral basis;
 2  
    --   Establishes an $88 million cap for allowable tax credits
 3       for 2006-2007 fiscal year and provides for subsequent
         adjustments;
 4  
    --   Increases the amount that may be carried forward by a
 5       private scholarship funding organization as proposed in
         the bill from 5 to 25 percent;
 6  
    --   Gives students who received a scholarship from the State
 7       of Florida the previous school year and students who
         received a CTC scholarship the previous year equal
 8       priority in the awarding of CTC scholarships;

 9  --   Prevents disclosure of private school performance for the
         CTC program;
10  
    --   Raises the tuition scholarship amount in the CTC program
11       from $3,500 to $3,750; and

12  --   Creates new section subjecting all private schools
         participating in state school choice programs to
13       accountability provisions.

14  

15  

16  

17  

18  

19  

20  

21  

22  

23  

24  

25  

26  

27  

28  

29  

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31  

                                  52

CODING: Words stricken are deletions; words underlined are additions.