| 1 | A bill to be entitled |
| 2 | An act relating to education; amending s. 220.187, F.S., |
| 3 | relating to the Corporate Income Tax Credit Scholarship |
| 4 | Program; providing legislative findings; revising program |
| 5 | purposes; defining the term "parent"; providing that |
| 6 | specified students who have been in educational programs |
| 7 | of the Department of Juvenile Justice or in foster care |
| 8 | are eligible for participation in the scholarship program; |
| 9 | providing income criteria for continuation of scholarships |
| 10 | for students in foster care; providing for eligibility of |
| 11 | siblings of certain students; revising provisions relating |
| 12 | to the amount and authorized uses of a scholarship; |
| 13 | revising provisions relating to the expenditure of |
| 14 | contributions received during the fiscal year; revising |
| 15 | limits on scholarship amounts and payments; providing for |
| 16 | preserving certain credits if a court finds certain |
| 17 | provisions are invalid; amending s. 1002.39, F.S., |
| 18 | relating to the John M. McKay Scholarships for Students |
| 19 | with Disabilities Program; revising scholarship |
| 20 | ineligibility and private school eligibility provisions to |
| 21 | exempt certain students from regular class attendance |
| 22 | requirements under certain circumstances; revising |
| 23 | Department of Education obligations relating to cross- |
| 24 | check of student enrollment; providing private school |
| 25 | requirements relating to discovery of duplicative |
| 26 | enrollment and penalties or appeals under certain |
| 27 | circumstances; requiring a private school to maintain a |
| 28 | physical location in this state where case management |
| 29 | services are provided to students subject to the regular |
| 30 | class attendance exemption; requiring a private school to |
| 31 | employ a case manager for such students; specifying case |
| 32 | manager qualifications and responsibilities; specifying |
| 33 | the timeframe for parents to provide documentation for the |
| 34 | regular class attendance exemption; creating s. 1008.346, |
| 35 | F.S.; providing legislative intent and findings; requiring |
| 36 | the Commissioner of Education to develop a program to |
| 37 | improve failing schools; providing requirements concerning |
| 38 | the program; providing for the creation of an advisory |
| 39 | council; providing for membership and duties of the |
| 40 | council; requiring that the commissioner consult with the |
| 41 | Office of Program Policy Analysis and Government |
| 42 | Accountability and certain district community assessment |
| 43 | teams concerning the program; providing for coordination |
| 44 | and consistency with strategic planning initiatives of the |
| 45 | Department of Education or the State Board of Education; |
| 46 | requiring an annual report concerning implementation of |
| 47 | the program; providing an effective date. |
| 48 |
|
| 49 | Be It Enacted by the Legislature of the State of Florida: |
| 50 |
|
| 51 | Section 1. Subsections (1) and (3), paragraphs (d) and (i) |
| 52 | of subsection (6), and paragraphs (a) and (c) of subsection (11) |
| 53 | of section 220.187, Florida Statutes, are amended, paragraph (f) |
| 54 | is added to subsection (2), and subsection (14) is added to that |
| 55 | section, to read: |
| 56 | 220.187 Credits for contributions to nonprofit |
| 57 | scholarship-funding organizations.-- |
| 58 | (1) FINDINGS AND PURPOSE.-- |
| 59 | (a) The Legislature finds that: |
| 60 | 1. It has the inherent power to determine subjects of |
| 61 | taxation for general or particular public purposes. |
| 62 | 2. Expanding educational opportunities and improving the |
| 63 | quality of educational services in this state and ensuring that |
| 64 | all parents, regardless of means, may exercise and enjoy their |
| 65 | basic right to educate their children as they see fit are valid |
| 66 | public purposes that the Legislature may promote using its |
| 67 | sovereign power to determine subjects of taxation and exemptions |
| 68 | from taxation. |
| 69 | 3. The existence of programs that provide expanded |
| 70 | educational opportunities in this state has not been shown to |
| 71 | reduce funding to or otherwise harm public schools in this |
| 72 | state, and, to the contrary, per-student funding in public |
| 73 | schools has risen each year since the inception of such programs |
| 74 | in 1999. |
| 75 | 4. Expanded educational opportunities and the healthy |
| 76 | competition that such opportunities promote are critical to |
| 77 | improving the quality of education in this state and to ensuring |
| 78 | that all children receive the high-quality education to which |
| 79 | they are entitled. |
| 80 | (b) The purpose of this section is to: |
| 81 | 1.(a) Enable taxpayers to make Encourage private, |
| 82 | voluntary contributions to nonprofit scholarship-funding |
| 83 | organizations in order to promote the general welfare. |
| 84 | 2. Provide a means for taxpayers to voluntarily help |
| 85 | parents having limited resources exercise their basic right to |
| 86 | educate their children as they see fit. |
| 87 | 3.(b) Promote the general welfare by expanding Expand |
| 88 | educational opportunities for children of families that have |
| 89 | limited financial resources. |
| 90 | 4.(c) Enable children in this state to achieve a greater |
| 91 | level of excellence in their education. |
| 92 | 5. Improve the quality of education in this state by |
| 93 | expanding educational opportunities for children and creating |
| 94 | incentives 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 |
| 99 | established. A student is eligible for a corporate income tax |
| 100 | credit scholarship if the student qualifies for free or reduced- |
| 101 | price school lunches under the National School Lunch Act and: |
| 102 | 1.(a) Was counted as a full-time equivalent student during |
| 103 | the previous state fiscal year for purposes of state per-student |
| 104 | funding; |
| 105 | 2. Was counted as a full-time equivalent student at any |
| 106 | time during the previous state fiscal year in an educational |
| 107 | program of the Department of Juvenile Justice under s. 1003.52 |
| 108 | for purposes of state per-student funding; |
| 109 | 3.(b) Received a scholarship from an eligible nonprofit |
| 110 | scholarship-funding organization or from the State of Florida |
| 111 | during 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 |
| 114 | fiscal year was placed, in foster care as defined in s. 39.01. |
| 115 | (b) Contingent upon available funds, a student may |
| 116 | continue in the scholarship program as long as the student's |
| 117 | family income level does not exceed 200 percent of the federal |
| 118 | poverty level. Family income for purposes of a student who is |
| 119 | currently in foster care as defined in s. 39.01 consists only of |
| 120 | the income that may be considered in determining whether he or |
| 121 | she qualifies for free or reduced-price school lunches under the |
| 122 | National School Lunch Act. A sibling of a student who is |
| 123 | continuing in the program is eligible as a first-time corporate |
| 124 | income tax credit scholarship recipient if the sibling resides |
| 125 | in the same household as the student and the student's and |
| 126 | sibling's family income level does not exceed 200 percent of the |
| 127 | federal poverty level. |
| 128 | (6) OBLIGATIONS OF ELIGIBLE NONPROFIT SCHOLARSHIP-FUNDING |
| 129 | ORGANIZATIONS.--An eligible nonprofit scholarship-funding |
| 130 | organization: |
| 131 | (d) Must provide scholarships, from eligible |
| 132 | contributions, to eligible students for: |
| 133 | 1. Tuition, or textbook expenses, or registration fees |
| 134 | for, or transportation to, an eligible private school. The |
| 135 | amount of the scholarship shall be the maximum allowed by law or |
| 136 | the amount of the private school's textbook expenses and |
| 137 | published tuition and registration fees, whichever is less At |
| 138 | least 75 percent of the scholarship funding must be used to pay |
| 139 | tuition expenses; or |
| 140 | 2. Transportation expenses to a Florida public school that |
| 141 | is located outside the district in which the student resides or |
| 142 | to a lab school as defined in s. 1002.32. |
| 143 | (i) Must expend for annual or partial-year scholarships in |
| 144 | a fiscal year at least 75 percent of the eligible scholarship |
| 145 | contributions received in that fiscal year. Up to 25 percent of |
| 146 | the eligible scholarship contributions received in a fiscal year |
| 147 | may be carried forward to the succeeding fiscal year; however, |
| 148 | any amounts carried forward must be expended for obligate, in |
| 149 | the same fiscal year in which the contribution was received, 100 |
| 150 | percent of the eligible contribution to provide annual or |
| 151 | partial-year scholarships; however, up to 25 percent of the |
| 152 | total contribution may be carried forward for expenditure in |
| 153 | such succeeding the following state fiscal year. A scholarship- |
| 154 | funding organization must, before granting a scholarship for an |
| 155 | academic year, document each scholarship student's eligibility |
| 156 | for that academic year. A scholarship-funding organization may |
| 157 | not grant multiyear scholarships in one approval process. No |
| 158 | portion of eligible contributions may be used for administrative |
| 159 | expenses. All interest accrued from contributions must be used |
| 160 | for scholarships. |
| 161 |
|
| 162 | Any and all information and documentation provided to the |
| 163 | Department of Education and the Auditor General relating to the |
| 164 | identity of a taxpayer that provides an eligible contribution |
| 165 | under this section shall remain confidential at all times in |
| 166 | accordance with s. 213.053. |
| 167 | (11) SCHOLARSHIP AMOUNT AND PAYMENT.-- |
| 168 | (a) The amount of a scholarship provided to any student |
| 169 | for any single school year by an eligible nonprofit scholarship- |
| 170 | funding organization from eligible contributions may shall not |
| 171 | exceed the following annual limits: |
| 172 | 1. Three thousand seven hundred fifty dollars for a |
| 173 | scholarship awarded to a student enrolled in kindergarten |
| 174 | through grade 5 in an eligible private school. |
| 175 | 2. Four thousand dollars for a scholarship awarded to a |
| 176 | student enrolled in grades 6 through 8 in an eligible private |
| 177 | school. |
| 178 | 3. Four thousand two hundred fifty dollars for a |
| 179 | scholarship awarded to a student enrolled in grades 9 through 12 |
| 180 | in an eligible private school. |
| 181 | 4.2. Five hundred dollars for a scholarship awarded to a |
| 182 | student enrolled in a Florida public school that is located |
| 183 | outside the district in which the student resides or in a lab |
| 184 | school as defined in s. 1002.32. |
| 185 | (c) An eligible nonprofit scholarship-funding organization |
| 186 | shall obtain verification from the private school of a student's |
| 187 | continued attendance at the school for prior to each period |
| 188 | covered by a scholarship payment. |
| 189 | (14) PRESERVATION OF CREDIT.--If a court determines that a |
| 190 | provision or portion of subsection (5), or the application of a |
| 191 | provision or portion of subsection (5), is unconstitutional or |
| 192 | otherwise invalid, the court's determination does not affect any |
| 193 | credit earned by a taxpayer under subsection (5) for a |
| 194 | contribution made to an eligible nonprofit scholarship-funding |
| 195 | organization before the date of the court's determination. Such |
| 196 | a credit shall be allowed at such time and in such a manner as |
| 197 | if the court had not made such a determination of |
| 198 | unconstitutionality or invalidity. However, this subsection does |
| 199 | not, by itself or in combination with any other law, authorize |
| 200 | any result that allows a taxpayer to receive a credit of more |
| 201 | than one dollar for each dollar such taxpayer contributed to an |
| 202 | eligible nonprofit scholarship-funding organization. |
| 203 | Section 2. Paragraph (h) of subsection (3), paragraph (e) |
| 204 | of subsection (6), and subsection (8) of section 1002.39, |
| 205 | Florida Statutes, are amended, and paragraph (g) is added to |
| 206 | subsection (9) of that section, to read: |
| 207 | 1002.39 The John M. McKay Scholarships for Students with |
| 208 | Disabilities Program.--There is established a program that is |
| 209 | separate and distinct from the Opportunity Scholarship Program |
| 210 | and is named the John M. McKay Scholarships for Students with |
| 211 | Disabilities Program. |
| 212 | (3) JOHN M. MCKAY SCHOLARSHIP PROHIBITIONS.--A student is |
| 213 | not eligible for a John M. McKay Scholarship while he or she is: |
| 214 | (h) Not having regular and direct contact with his or her |
| 215 | private school teachers at the school's physical location unless |
| 216 | the following criteria are met: |
| 217 | 1. The student's primary care physician, a medical doctor |
| 218 | treating the student's disability, or a clinical psychologist |
| 219 | treating the student's disability provides a notarized, sworn |
| 220 | statement to the department certifying that the student's |
| 221 | welfare or the welfare of other students in the classroom will |
| 222 | be jeopardized if the student is required to regularly attend |
| 223 | class at the school's physical location. |
| 224 | 2. The student's primary care physician, a medical doctor |
| 225 | treating the student's disability, or a clinical psychologist |
| 226 | treating the student's disability annually reviews the student's |
| 227 | case and recertifies to the department by May 1 that the |
| 228 | student's welfare or the welfare of other students in the |
| 229 | classroom will be jeopardized if the student is required to |
| 230 | regularly attend class at the school's physical location. |
| 231 | |
| 232 | A student who received a scholarship in the 2006-2007 or 2007- |
| 233 | 2008 school year and who demonstrates that he or she met the |
| 234 | criteria of subparagraph 1. is eligible, despite a lack of such |
| 235 | contact in one or both of such school years, to receive a |
| 236 | scholarship beginning in the 2008-2009 school year. |
| 237 | (6) DEPARTMENT OF EDUCATION OBLIGATIONS.--The department |
| 238 | shall: |
| 239 | (e) Cross-check the list of participating scholarship |
| 240 | students with the public school enrollment lists prior to each |
| 241 | scholarship payment to avoid duplication in accordance with the |
| 242 | following deadlines: |
| 243 | 1. For the scholarship payment due no later than September |
| 244 | 1 under paragraph (10)(e), the department shall complete the |
| 245 | cross-check within 21 days after the opening date adopted under |
| 246 | s. 1001.42(4)(f) for public schools in the school district in |
| 247 | which the scholarship student resides. |
| 248 | 2. For all other scholarship payments under paragraph |
| 249 | (10)(e), the department shall complete the cross-check before |
| 250 | each payment. |
| 251 |
|
| 252 | The department shall send a written notice via certified mail to |
| 253 | a private school within 7 business days after discovering a |
| 254 | duplication. Within 7 business days after receipt of the |
| 255 | department's notice of duplication, the private school shall |
| 256 | respond by returning the duplicative warrant to the department |
| 257 | or providing the department with documentation evidencing the |
| 258 | scholarship recipient's attendance at the private school. If a |
| 259 | private school does not provide such a response, the |
| 260 | Commissioner of Education shall suspend future scholarship |
| 261 | payments to the private school until the response is provided. |
| 262 | An order by the commissioner suspending payment under this |
| 263 | paragraph may be appealed under the same procedures and |
| 264 | timeframes as the notice of proposed action set forth in |
| 265 | paragraph (7)(b). |
| 266 | (8) PRIVATE SCHOOL ELIGIBILITY AND OBLIGATIONS.--To be |
| 267 | eligible to participate in the John M. McKay Scholarships for |
| 268 | Students with Disabilities Program:, |
| 269 | (a) A private school may be sectarian or nonsectarian and |
| 270 | must: |
| 271 | 1.(a) Comply with all requirements for private schools |
| 272 | participating in state school choice scholarship programs |
| 273 | pursuant to s. 1002.421. |
| 274 | 2.(b) Provide to the department all documentation required |
| 275 | for a student's participation, including the private school's |
| 276 | and student's fee schedules, at least 30 days before the first |
| 277 | quarterly scholarship payment is made for the student. |
| 278 | 3.(c) Be academically accountable to the parent for |
| 279 | meeting the educational needs of the student by: |
| 280 | a.1. Providing to the parent, at a minimum, an annual |
| 281 | annually providing to the parent a written report explanation of |
| 282 | the student's progress. |
| 283 | b.2. Cooperating with the scholarship student whose parent |
| 284 | chooses to participate in the statewide assessments pursuant to |
| 285 | s. 1008.22. |
| 286 | 4.(d) Maintain in this state a physical location where a |
| 287 | scholarship student: |
| 288 | a. Regularly attends classes; or |
| 289 | b. Receives case management services if the student is |
| 290 | exempt from regular class attendance under subparagraph (3)(h)1. |
| 291 | or subparagraph (3)(h)2. |
| 292 | (b) A private school that enrolls a student who is exempt |
| 293 | from regular class attendance under subparagraph (3)(h)1. or |
| 294 | subparagraph (3)(h)2. must: |
| 295 | 1. Employ or contract with a case manager who has special |
| 296 | skills, knowledge, or expertise that qualifies him or her to |
| 297 | provide assistance to the student with disabilities and the |
| 298 | student's parent. |
| 299 | 2. Require each employee or contractor who provides |
| 300 | regular and direct instruction or services to a student at a |
| 301 | site other than the private school's physical location to submit |
| 302 | to the case manager documentation of the instruction, services, |
| 303 | and progress of the student. |
| 304 | 3. Ensure that the case manager is responsible for |
| 305 | coordinating instruction and services, monitoring service |
| 306 | delivery, reviewing and maintaining the documentation submitted |
| 307 | by employees or contractors hired to provide services to a |
| 308 | student at a site other than the private school's physical |
| 309 | location, and providing to the parent and the school a quarterly |
| 310 | report on the student's progress. |
| 311 | 4. Notify the department of the students enrolled in the |
| 312 | school who are exempt from regular class attendance under |
| 313 | subparagraph (3)(h)1. or subparagraph (3)(h)2. |
| 314 |
|
| 315 | The inability of a private school to meet the requirements of |
| 316 | this subsection constitutes shall constitute a basis for the |
| 317 | ineligibility of the private school to participate in the |
| 318 | scholarship program as determined by the department. |
| 319 | (9) PARENT AND STUDENT RESPONSIBILITIES FOR PROGRAM |
| 320 | PARTICIPATION.--A parent who applies for a John M. McKay |
| 321 | Scholarship is exercising his or her parental option to place |
| 322 | his or her child in a private school. |
| 323 | (g) The parent of a student with disabilities who |
| 324 | qualifies to receive case management services under sub- |
| 325 | subparagraph (8)(a)4.b. shall provide the documentation required |
| 326 | under subparagraph (3)(h)1. or subparagraph (3)(h)2. to the |
| 327 | department at least 60 days before the first scholarship |
| 328 | payment. |
| 329 | Section 3. Section 1008.346, Florida Statutes, is created |
| 330 | to read: |
| 331 | 1008.346 Strategic program to improve schools failing to |
| 332 | make adequate progress.-- |
| 333 | (1) The Legislature intends that the state develop and |
| 334 | implement a comprehensive strategic program to facilitate the |
| 335 | improvement of schools that are failing to make adequate |
| 336 | progress based on the school performance grading categories |
| 337 | established by law. The Legislature finds that achieving |
| 338 | meaningful and lasting progress in these schools will take a |
| 339 | number of years. Thus, the Legislature intends that the program |
| 340 | developed under this section include a multiyear design and |
| 341 | implementation schedule and provide measurable goals and |
| 342 | objectives for these schools. |
| 343 | (2) In coordination with the responsibilities prescribed |
| 344 | in s. 1008.345, the Commissioner of Education shall develop and |
| 345 | submit to the President of the Senate and the Speaker of the |
| 346 | House of Representatives by February 1, 2009, a multifaceted |
| 347 | program of policies and practices directed specifically toward |
| 348 | schools in the "F" grade category under s. 1008.34. At a |
| 349 | minimum, the program must: |
| 350 | (a) Include an assessment of the extent to which new |
| 351 | policies, or enhancements to existing policies, in the following |
| 352 | areas would facilitate improvement at these schools: |
| 353 | 1. Capital improvements to school facilities; |
| 354 | 2. Incentives to encourage outstanding faculty and staff |
| 355 | to 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 |
| 359 | members to participate in a child's education; and |
| 360 | 6. Mentoring and other forms of participation by members |
| 361 | of the community. |
| 362 | (b) Include a suggested order of priority and schedule for |
| 363 | adopting, funding, and implementing policies and practices over |
| 364 | a 5-year period. |
| 365 | (c) Specify those elements of the program that can be |
| 366 | accomplished within existing statutory authority and those |
| 367 | requiring new statutory authority. |
| 368 | (d) Include specific recommendations for action by the |
| 369 | Legislature. |
| 370 | (3) The commissioner shall create an advisory council in |
| 371 | accordance with s. 20.052 that is comprised of at least two |
| 372 | teachers, two staff persons, and two parents of students from |
| 373 | one or more schools that are failing to make adequate progress |
| 374 | based on the school performance grading categories and any other |
| 375 | individuals the commissioner deems appropriate. The advisory |
| 376 | council shall assist the commissioner in developing and |
| 377 | implementing the program required by this section and in |
| 378 | annually notifying the parents of students in failing schools |
| 379 | who qualify for free or reduced-price lunches under the National |
| 380 | School Lunch Act of the availability of scholarships under s. |
| 381 | 220.187. Such notice must be provided in sufficient time to |
| 382 | allow the parent to apply and have his or her child approved for |
| 383 | a scholarship. |
| 384 | (4) In developing and implementing the program, the |
| 385 | commissioner shall consult with the district community |
| 386 | assessment teams assigned under s. 1008.345(6)(d) and with the |
| 387 | Office of Program Policy Analysis and Government Accountability. |
| 388 | (5) The program shall be developed in coordination with, |
| 389 | and shall be consistent with, other strategic planning |
| 390 | initiatives of the Department of Education or the State Board of |
| 391 | Education. |
| 392 | (6) The Commissioner of Education shall report annually to |
| 393 | the Governor, the President of the Senate, and the Speaker of |
| 394 | the House of Representatives on the implementation of the |
| 395 | program. |
| 396 | Section 4. This act shall take effect July 1, 2008. |