Senate Bill sb1052c1

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    Florida Senate - 2007                           CS for SB 1052

    By the Committee on Education Pre-K - 12 Appropriations; and
    Senator Wise




    602-2270-07

  1                      A bill to be entitled

  2         An act relating to the Florida Prepaid Tuition

  3         Scholarship Endowment; creating s. 215.5605,

  4         F.S.; creating the endowment within the State

  5         Board of Administration for the purpose of

  6         funding scholarships for economically

  7         disadvantaged youth; providing for moneys from

  8         the tax on slot machines to be transferred from

  9         the Educational Enhancement Trust Fund to the

10         endowment as provided in the General

11         Appropriations Act; providing definitions;

12         requiring the board to invest funds of the

13         endowment and provide reports to the

14         Legislature; providing for the transfer of

15         earnings from the endowment to the Educational

16         Enhancement Trust Fund; requiring the

17         Department of Education to be accountable for

18         funds appropriated to the department; providing

19         requirements for costs and fees; providing

20         requirements for the expenditure and use of

21         distributions from the endowment; providing for

22         revenues of the endowment to be appropriated to

23         the direct-support organization of the Florida

24         Prepaid College Board; providing for the

25         reversion of unencumbered balances of

26         appropriations and undisbursed balances of the

27         endowment's principal; providing an effective

28         date.

29  

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

31  

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    Florida Senate - 2007                           CS for SB 1052
    602-2270-07




 1         Section 1.  Section 215.5605, Florida Statutes, is

 2  created to read:

 3         215.5605  Florida Prepaid Tuition Scholarship

 4  Endowment.--

 5         (1)  FLORIDA PREPAID TUITION SCHOLARSHIP ENDOWMENT;

 6  CREATION; PRINCIPAL.--

 7         (a)  There is created the Florida Prepaid Tuition

 8  Scholarship Endowment, to be administered by the State Board

 9  of Administration. The purpose of the endowment is to provide

10  a perpetual source of enhanced funding for the Florida Prepaid

11  Tuition Scholarship Program to provide prepaid postsecondary

12  tuition scholarships for economically disadvantaged youth. The

13  endowment shall be exempt from the service charges imposed by

14  s. 215.20.

15         (b)  The endowment shall receive moneys from the tax on

16  slot machine revenues as defined in s. 551.106. Moneys to be

17  transferred from the Educational Enhancement Trust Fund to the

18  Florida Prepaid Tuition Scholarship Endowment shall be in the

19  amount provided by the Legislature in the General

20  Appropriations Act to the Department of Education. The

21  department shall transfer the appropriated funds to the

22  endowment at the State Board of Administration.

23         (c)  The principal in the endowment shall be reserved

24  and accounted for within the endowment and the earnings shall

25  be used, as appropriated by the Legislature, for the funding

26  of Florida Prepaid Tuition Scholarships for economically

27  disadvantaged youth as provided in s. 1009.984.

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

29         (a)  "Board" means the State Board of Administration

30  established by s. 16, Art. IX of the State Constitution of

31  

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    Florida Senate - 2007                           CS for SB 1052
    602-2270-07




 1  1885 and incorporated into s. 9(c), Art. XII of the State

 2  Constitution of 1968.

 3         (b)  "Endowment" means the Florida Prepaid Tuition

 4  Scholarship Endowment.

 5         (c)  "Earnings" means all income generated by

 6  investments.

 7         (d)  "Department" means the Department of Education.

 8         (3)  ADMINISTRATION.--

 9         (a)  The board may invest and reinvest funds of the

10  endowment in accordance with s. 215.47 and consistent with a

11  trust agreement as provided in s. 215.44.

12         (b)  In accordance with s. 215.44, the board shall

13  include separate sections on the financial status of the

14  endowment in its annual investment report to the Legislature.

15         (c)  The board shall report to the Legislature by

16  February 1 each year the estimated amount of earnings in the

17  endowment as of June 30 of that year. The Legislature may or

18  may not appropriate the available earnings in any fiscal year

19  for Florida Prepaid Tuition Scholarships as provided in s.

20  1009.984. The board shall transfer earnings to the Educational

21  Enhancement Trust Fund in the amount appropriated by the

22  Legislature.

23         (d)  Accountability for funds from the endowment which

24  have been appropriated to the Department of Education and

25  distributed by the board shall reside with the department. The

26  board is not responsible or accountable for the proper

27  expenditure of funds from the endowment after distribution to

28  the department.

29         (e)  Costs and fees of the board for investment

30  services shall be deducted from the earnings accruing to the

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    Florida Senate - 2007                           CS for SB 1052
    602-2270-07




 1  endowment. Fees for investment services shall be no greater

 2  than fees charged to the Florida Retirement System.

 3         (4)  AVAILABILITY OF FUNDS; USES.--

 4         (a)  Earnings in the Florida Prepaid Tuition Endowment

 5  Fund shall be transferred by the board to the Educational

 6  Enhancement Trust Fund in the amount appropriated from the

 7  Educational Enhancement Trust Fund for Florida Prepaid Tuition

 8  Scholarships, as provided in s. 1009.984, by the Legislature.

 9         (b)  In order to ensure that the expenditure of funds

10  earned from the Florida Prepaid Tuition Endowment Fund will be

11  used only for the purposes intended by the Legislature, the

12  Legislature shall establish line item categories that

13  designate the use of the appropriated funds in the General

14  Appropriations Act.

15         (c)  Subject to legislative appropriations, the Florida

16  Prepaid College Board shall use distributions from the

17  endowment to provide prepaid postsecondary tuition

18  scholarships to economically disadvantaged youth pursuant to

19  s. 1009.984.

20         (d)  Appropriations of endowment investment revenues by

21  the Legislature to the department shall be deposited into the

22  account of the direct-support organization of the Florida

23  Prepaid College Board established pursuant s. 1009.983.

24         (e)  Notwithstanding s. 216.301 and pursuant to s.

25  216.351, all unencumbered balances of appropriations to the

26  department as of June 30 or undisbursed balances as of

27  September 30 shall revert to the endowment's principal at the

28  board.

29         Section 2.  This act shall take effect July 1, 2007.

30  

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    Florida Senate - 2007                           CS for SB 1052
    602-2270-07




 1          STATEMENT OF SUBSTANTIAL CHANGES CONTAINED IN
                       COMMITTEE SUBSTITUTE FOR
 2                         Senate Bill 1052

 3                                 

 4  The Committee Substitute:

 5  The bill creates the Florida Prepaid Tuition Scholarship
    Endowment within the State Board of Administration for the
 6  purpose of providing a perpetual source of enhanced funding to
    provide postsecondary education prepaid tuition scholarships
 7  for economically disadvantaged youth. The endowment will
    receive money, subject to appropriation, from the tax on slot
 8  machine revenues. Funds for the endowment will be in an amount
    determined annually by the Legislature in the General
 9  Appropriations Act.

10  Earnings in the endowment shall be transferred by the Board of
    Administration in the amount appropriated by the Legislature
11  to fund scholarships. Subject to legislative appropriations,
    the Florida Prepaid College Board shall use the distributions
12  from the endowment to provide prepaid postsecondary tuition
    scholarships to economically disadvantaged youth.
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