HB 1325

1
A bill to be entitled
2An act relating to education; amending s. 220.187, F.S.,
3relating to the Corporate Income Tax Credit Scholarship
4Program; providing legislative findings; revising program
5purposes; defining the term "parent"; providing that
6specified students who have been in educational programs
7of the Department of Juvenile Justice or in foster care
8are eligible for participation in the scholarship program;
9providing income criteria for continuation of scholarships
10for students in foster care; providing for eligibility of
11siblings of certain students; revising provisions relating
12to the amount and authorized uses of a scholarship;
13revising provisions relating to the expenditure of
14contributions received during the fiscal year; revising
15limits on scholarship amounts and payments; providing for
16preserving certain credits if a court finds certain
17provisions are invalid; amending s. 1002.39, F.S.,
18relating to the John M. McKay Scholarships for Students
19with Disabilities Program; revising scholarship
20ineligibility and private school eligibility provisions to
21exempt certain students from regular class attendance
22requirements under certain circumstances; revising
23Department of Education obligations relating to cross-
24check of student enrollment; providing private school
25requirements relating to discovery of duplicative
26enrollment and penalties or appeals under certain
27circumstances; requiring a private school to maintain a
28physical location in this state where case management
29services are provided to students subject to the regular
30class attendance exemption; requiring a private school to
31employ a case manager for such students; specifying case
32manager qualifications and responsibilities; specifying
33the timeframe for parents to provide documentation for the
34regular class attendance exemption; creating s. 1008.346,
35F.S.; providing legislative intent and findings; requiring
36the Commissioner of Education to develop a program to
37improve failing schools; providing requirements concerning
38the program; providing for the creation of an advisory
39council; providing for membership and duties of the
40council; requiring that the commissioner consult with the
41Office of Program Policy Analysis and Government
42Accountability and certain district community assessment
43teams concerning the program; providing for coordination
44and consistency with strategic planning initiatives of the
45Department of Education or the State Board of Education;
46requiring an annual report concerning implementation of
47the program; providing an effective date.
48
49Be It Enacted by the Legislature of the State of Florida:
50
51     Section 1.  Subsections (1) and (3), paragraphs (d) and (i)
52of subsection (6), and paragraphs (a) and (c) of subsection (11)
53of section 220.187, Florida Statutes, are amended, paragraph (f)
54is added to subsection (2), and subsection (14) is added to that
55section, to read:
56     220.187  Credits for contributions to nonprofit
57scholarship-funding organizations.--
58     (1)  FINDINGS AND PURPOSE.--
59     (a)  The Legislature finds that:
60     1.  It has the inherent power to determine subjects of
61taxation for general or particular public purposes.
62     2.  Expanding educational opportunities and improving the
63quality of educational services in this state and ensuring that
64all parents, regardless of means, may exercise and enjoy their
65basic right to educate their children as they see fit are valid
66public purposes that the Legislature may promote using its
67sovereign power to determine subjects of taxation and exemptions
68from taxation.
69     3.  The existence of programs that provide expanded
70educational opportunities in this state has not been shown to
71reduce funding to or otherwise harm public schools in this
72state, and, to the contrary, per-student funding in public
73schools has risen each year since the inception of such programs
74in 1999.
75     4.  Expanded educational opportunities and the healthy
76competition that such opportunities promote are critical to
77improving the quality of education in this state and to ensuring
78that all children receive the high-quality education to which
79they are entitled.
80     (b)  The purpose of this section is to:
81     1.(a)  Enable taxpayers to make Encourage private,
82voluntary contributions to nonprofit scholarship-funding
83organizations in order to promote the general welfare.
84     2.  Provide a means for taxpayers to voluntarily help
85parents having limited resources exercise their basic right to
86educate their children as they see fit.
87     3.(b)  Promote the general welfare by expanding Expand
88educational opportunities for children of families that have
89limited financial resources.
90     4.(c)  Enable children in this state to achieve a greater
91level of excellence in their education.
92     5.  Improve the quality of education in this state by
93expanding educational opportunities for children and creating
94incentives for schools to achieve excellence.
95     (2)  DEFINITIONS.--As used in this section, the term:
96     (f)  "Parent" has the same meaning as in s. 1000.21.
97     (3)  PROGRAM; SCHOLARSHIP ELIGIBILITY.--
98     (a)  The Corporate Income Tax Credit Scholarship Program is
99established. A student is eligible for a corporate income tax
100credit scholarship if the student qualifies for free or reduced-
101price school lunches under the National School Lunch Act and:
102     1.(a)  Was counted as a full-time equivalent student during
103the previous state fiscal year for purposes of state per-student
104funding;
105     2.  Was counted as a full-time equivalent student at any
106time during the previous state fiscal year in an educational
107program of the Department of Juvenile Justice under s. 1003.52
108for purposes of state per-student funding;
109     3.(b)  Received a scholarship from an eligible nonprofit
110scholarship-funding organization or from the State of Florida
111during the previous school year; or
112     4.(c)  Is eligible to enter kindergarten or first grade; or
113     5.  Is currently placed, or during the previous state
114fiscal year was placed, in foster care as defined in s. 39.01.
115     (b)  Contingent upon available funds, a student may
116continue in the scholarship program as long as the student's
117family income level does not exceed 200 percent of the federal
118poverty level. Family income for purposes of a student who is
119currently in foster care as defined in s. 39.01 consists only of
120the income that may be considered in determining whether he or
121she qualifies for free or reduced-price school lunches under the
122National School Lunch Act. A sibling of a student who is
123continuing in the program is eligible as a first-time corporate
124income tax credit scholarship recipient if the sibling resides
125in the same household as the student and the student's and
126sibling's family income level does not exceed 200 percent of the
127federal poverty level.
128     (6)  OBLIGATIONS OF ELIGIBLE NONPROFIT SCHOLARSHIP-FUNDING
129ORGANIZATIONS.--An eligible nonprofit scholarship-funding
130organization:
131     (d)  Must provide scholarships, from eligible
132contributions, to eligible students for:
133     1.  Tuition, or textbook expenses, or registration fees
134for, or transportation to, an eligible private school. The
135amount of the scholarship shall be the maximum allowed by law or
136the amount of the private school's textbook expenses and
137published tuition and registration fees, whichever is less At
138least 75 percent of the scholarship funding must be used to pay
139tuition expenses; or
140     2.  Transportation expenses to a Florida public school that
141is located outside the district in which the student resides or
142to a lab school as defined in s. 1002.32.
143     (i)  Must expend for annual or partial-year scholarships in
144a fiscal year at least 75 percent of the eligible scholarship
145contributions received in that fiscal year. Up to 25 percent of
146the eligible scholarship contributions received in a fiscal year
147may be carried forward to the succeeding fiscal year; however,
148any amounts carried forward must be expended for obligate, in
149the same fiscal year in which the contribution was received, 100
150percent of the eligible contribution to provide annual or
151partial-year scholarships; however, up to 25 percent of the
152total contribution may be carried forward for expenditure in
153such succeeding the following state fiscal year. A scholarship-
154funding organization must, before granting a scholarship for an
155academic year, document each scholarship student's eligibility
156for that academic year. A scholarship-funding organization may
157not grant multiyear scholarships in one approval process. No
158portion of eligible contributions may be used for administrative
159expenses. All interest accrued from contributions must be used
160for scholarships.
161
162Any and all information and documentation provided to the
163Department of Education and the Auditor General relating to the
164identity of a taxpayer that provides an eligible contribution
165under this section shall remain confidential at all times in
166accordance with s. 213.053.
167     (11)  SCHOLARSHIP AMOUNT AND PAYMENT.--
168     (a)  The amount of a scholarship provided to any student
169for any single school year by an eligible nonprofit scholarship-
170funding organization from eligible contributions may shall not
171exceed the following annual limits:
172     1.  Three thousand seven hundred fifty dollars for a
173scholarship awarded to a student enrolled in kindergarten
174through grade 5 in an eligible private school.
175     2.  Four thousand dollars for a scholarship awarded to a
176student enrolled in grades 6 through 8 in an eligible private
177school.
178     3.  Four thousand two hundred fifty dollars for a
179scholarship awarded to a student enrolled in grades 9 through 12
180in an eligible private school.
181     4.2.  Five hundred dollars for a scholarship awarded to a
182student enrolled in a Florida public school that is located
183outside the district in which the student resides or in a lab
184school as defined in s. 1002.32.
185     (c)  An eligible nonprofit scholarship-funding organization
186shall obtain verification from the private school of a student's
187continued attendance at the school for prior to each period
188covered by a scholarship payment.
189     (14)  PRESERVATION OF CREDIT.--If a court determines that a
190provision or portion of subsection (5), or the application of a
191provision or portion of subsection (5), is unconstitutional or
192otherwise invalid, the court's determination does not affect any
193credit earned by a taxpayer under subsection (5) for a
194contribution made to an eligible nonprofit scholarship-funding
195organization before the date of the court's determination. Such
196a credit shall be allowed at such time and in such a manner as
197if the court had not made such a determination of
198unconstitutionality or invalidity. However, this subsection does
199not, by itself or in combination with any other law, authorize
200any result that allows a taxpayer to receive a credit of more
201than one dollar for each dollar such taxpayer contributed to an
202eligible nonprofit scholarship-funding organization.
203     Section 2.  Paragraph (h) of subsection (3), paragraph (e)
204of subsection (6), and subsection (8) of section 1002.39,
205Florida Statutes, are amended, and paragraph (g) is added to
206subsection (9) of that section, to read:
207     1002.39  The John M. McKay Scholarships for Students with
208Disabilities Program.--There is established a program that is
209separate and distinct from the Opportunity Scholarship Program
210and is named the John M. McKay Scholarships for Students with
211Disabilities Program.
212     (3)  JOHN M. MCKAY SCHOLARSHIP PROHIBITIONS.--A student is
213not eligible for a John M. McKay Scholarship while he or she is:
214     (h)  Not having regular and direct contact with his or her
215private school teachers at the school's physical location unless
216the following criteria are met:
217     1.  The student's primary care physician, a medical doctor
218treating the student's disability, or a clinical psychologist
219treating the student's disability provides a notarized, sworn
220statement to the department certifying that the student's
221welfare or the welfare of other students in the classroom will
222be jeopardized if the student is required to regularly attend
223class at the school's physical location.
224     2.  The student's primary care physician, a medical doctor
225treating the student's disability, or a clinical psychologist
226treating the student's disability annually reviews the student's
227case and recertifies to the department by May 1 that the
228student's welfare or the welfare of other students in the
229classroom will be jeopardized if the student is required to
230regularly attend class at the school's physical location.
231
232A student who received a scholarship in the 2006-2007 or 2007-
2332008 school year and who demonstrates that he or she met the
234criteria of subparagraph 1. is eligible, despite a lack of such
235contact in one or both of such school years, to receive a
236scholarship beginning in the 2008-2009 school year.
237     (6)  DEPARTMENT OF EDUCATION OBLIGATIONS.--The department
238shall:
239     (e)  Cross-check the list of participating scholarship
240students with the public school enrollment lists prior to each
241scholarship payment to avoid duplication in accordance with the
242following deadlines:
243     1.  For the scholarship payment due no later than September
2441 under paragraph (10)(e), the department shall complete the
245cross-check within 21 days after the opening date adopted under
246s. 1001.42(4)(f) for public schools in the school district in
247which the scholarship student resides.
248     2.  For all other scholarship payments under paragraph
249(10)(e), the department shall complete the cross-check before
250each payment.
251
252The department shall send a written notice via certified mail to
253a private school within 7 business days after discovering a
254duplication. Within 7 business days after receipt of the
255department's notice of duplication, the private school shall
256respond by returning the duplicative warrant to the department
257or providing the department with documentation evidencing the
258scholarship recipient's attendance at the private school. If a
259private school does not provide such a response, the
260Commissioner of Education shall suspend future scholarship
261payments to the private school until the response is provided.
262An order by the commissioner suspending payment under this
263paragraph may be appealed under the same procedures and
264timeframes as the notice of proposed action set forth in
265paragraph (7)(b).
266     (8)  PRIVATE SCHOOL ELIGIBILITY AND OBLIGATIONS.--To be
267eligible to participate in the John M. McKay Scholarships for
268Students with Disabilities Program:,
269     (a)  A private school may be sectarian or nonsectarian and
270must:
271     1.(a)  Comply with all requirements for private schools
272participating in state school choice scholarship programs
273pursuant to s. 1002.421.
274     2.(b)  Provide to the department all documentation required
275for a student's participation, including the private school's
276and student's fee schedules, at least 30 days before the first
277quarterly scholarship payment is made for the student.
278     3.(c)  Be academically accountable to the parent for
279meeting the educational needs of the student by:
280     a.1.  Providing to the parent, at a minimum, an annual
281annually providing to the parent a written report explanation of
282the student's progress.
283     b.2.  Cooperating with the scholarship student whose parent
284chooses to participate in the statewide assessments pursuant to
285s. 1008.22.
286     4.(d)  Maintain in this state a physical location where a
287scholarship student:
288     a.  Regularly attends classes; or
289     b.  Receives case management services if the student is
290exempt from regular class attendance under subparagraph (3)(h)1.
291or subparagraph (3)(h)2.
292     (b)  A private school that enrolls a student who is exempt
293from regular class attendance under subparagraph (3)(h)1. or
294subparagraph (3)(h)2. must:
295     1.  Employ or contract with a case manager who has special
296skills, knowledge, or expertise that qualifies him or her to
297provide assistance to the student with disabilities and the
298student's parent.
299     2.  Require each employee or contractor who provides
300regular and direct instruction or services to a student at a
301site other than the private school's physical location to submit
302to the case manager documentation of the instruction, services,
303and progress of the student.
304     3.  Ensure that the case manager is responsible for
305coordinating instruction and services, monitoring service
306delivery, reviewing and maintaining the documentation submitted
307by employees or contractors hired to provide services to a
308student at a site other than the private school's physical
309location, and providing to the parent and the school a quarterly
310report on the student's progress.
311     4.  Notify the department of the students enrolled in the
312school who are exempt from regular class attendance under
313subparagraph (3)(h)1. or subparagraph (3)(h)2.
314
315The inability of a private school to meet the requirements of
316this subsection constitutes shall constitute a basis for the
317ineligibility of the private school to participate in the
318scholarship program as determined by the department.
319     (9)  PARENT AND STUDENT RESPONSIBILITIES FOR PROGRAM
320PARTICIPATION.--A parent who applies for a John M. McKay
321Scholarship is exercising his or her parental option to place
322his or her child in a private school.
323     (g)  The parent of a student with disabilities who
324qualifies to receive case management services under sub-
325subparagraph (8)(a)4.b. shall provide the documentation required
326under subparagraph (3)(h)1. or subparagraph (3)(h)2. to the
327department at least 60 days before the first scholarship
328payment.
329     Section 3.  Section 1008.346, Florida Statutes, is created
330to read:
331     1008.346  Strategic program to improve schools failing to
332make adequate progress.--
333     (1)  The Legislature intends that the state develop and
334implement a comprehensive strategic program to facilitate the
335improvement of schools that are failing to make adequate
336progress based on the school performance grading categories
337established by law. The Legislature finds that achieving
338meaningful and lasting progress in these schools will take a
339number of years. Thus, the Legislature intends that the program
340developed under this section include a multiyear design and
341implementation schedule and provide measurable goals and
342objectives for these schools.
343     (2)  In coordination with the responsibilities prescribed
344in s. 1008.345, the Commissioner of Education shall develop and
345submit to the President of the Senate and the Speaker of the
346House of Representatives by February 1, 2009, a multifaceted
347program of policies and practices directed specifically toward
348schools in the "F" grade category under s. 1008.34. At a
349minimum, the program must:
350     (a)  Include an assessment of the extent to which new
351policies, or enhancements to existing policies, in the following
352areas would facilitate improvement at these schools:
353     1.  Capital improvements to school facilities;
354     2.  Incentives to encourage outstanding faculty and staff
355to transfer to these schools;
356     3.  Equipment and supplies;
357     4.  Technology infrastructure, hardware, or software;
358     5.  Incentives to encourage parents and other family
359members to participate in a child's education; and
360     6.  Mentoring and other forms of participation by members
361of the community.
362     (b)  Include a suggested order of priority and schedule for
363adopting, funding, and implementing policies and practices over
364a 5-year period.
365     (c)  Specify those elements of the program that can be
366accomplished within existing statutory authority and those
367requiring new statutory authority.
368     (d)  Include specific recommendations for action by the
369Legislature.
370     (3)  The commissioner shall create an advisory council in
371accordance with s. 20.052 that is comprised of at least two
372teachers, two staff persons, and two parents of students from
373one or more schools that are failing to make adequate progress
374based on the school performance grading categories and any other
375individuals the commissioner deems appropriate. The advisory
376council shall assist the commissioner in developing and
377implementing the program required by this section and in
378annually notifying the parents of students in failing schools
379who qualify for free or reduced-price lunches under the National
380School Lunch Act of the availability of scholarships under s.
381220.187. Such notice must be provided in sufficient time to
382allow the parent to apply and have his or her child approved for
383a scholarship.
384     (4)  In developing and implementing the program, the
385commissioner shall consult with the district community
386assessment teams assigned under s. 1008.345(6)(d) and with the
387Office of Program Policy Analysis and Government Accountability.
388     (5)  The program shall be developed in coordination with,
389and shall be consistent with, other strategic planning
390initiatives of the Department of Education or the State Board of
391Education.
392     (6)  The Commissioner of Education shall report annually to
393the Governor, the President of the Senate, and the Speaker of
394the House of Representatives on the implementation of the
395program.
396     Section 4.  This act shall take effect July 1, 2008.


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