HOUSE DOCKET, NO. 3195        FILED ON: 1/18/2019

HOUSE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 576

 

The Commonwealth of Massachusetts

_________________

PRESENTED BY:

Paul F. Tucker

_________________

To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General
Court assembled:

The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill:

An Act relative to updating the education foundation budget.

_______________

PETITION OF:

 

Name:

District/Address:

Date Added:

Paul F. Tucker

7th Essex

1/18/2019

Daniel Cahill

10th Essex

1/18/2019

Gerard J. Cassidy

9th Plymouth

1/18/2019

Claire D. Cronin

11th Plymouth

1/18/2019

William J. Driscoll, Jr.

7th Norfolk

1/18/2019

Carole A. Fiola

6th Bristol

1/18/2019

Kimberly N. Ferguson

1st Worcester

1/18/2019

John J. Mahoney

13th Worcester

1/18/2019

Hannah Kane

11th Worcester

1/18/2019

James M. Kelcourse

1st Essex

1/30/2019

John Barrett, III

1st Berkshire

1/18/2019

Ann-Margaret Ferrante

5th Essex

1/18/2019

Thomas P. Walsh

12th Essex

1/18/2019

David M. Rogers

24th Middlesex

1/18/2019

Carlos González

10th Hampden

1/22/2019

Steven Ultrino

33rd Middlesex

1/18/2019

Brian W. Murray

10th Worcester

1/18/2019

Susannah M. Whipps

2nd Franklin

1/23/2019

Timothy R. Whelan

1st Barnstable

1/22/2019

Angelo J. Puppolo, Jr.

12th Hampden

1/22/2019

William L. Crocker, Jr.

2nd Barnstable

1/22/2019

Sheila C. Harrington

1st Middlesex

1/25/2019

Lori A. Ehrlich

8th Essex

1/23/2019

Susan Williams Gifford

2nd Plymouth

1/23/2019

Patricia A. Haddad

5th Bristol

1/23/2019

Sarah K. Peake

4th Barnstable

1/24/2019

Frank A. Moran

17th Essex

1/24/2019

Jeffrey N. Roy

10th Norfolk

1/24/2019

Carolyn C. Dykema

8th Middlesex

1/24/2019

David Paul Linsky

5th Middlesex

1/24/2019

José F. Tosado

9th Hampden

1/24/2019

Michael S. Day

31st Middlesex

1/24/2019

Linda Dean Campbell

15th Essex

1/24/2019

Danielle W. Gregoire

4th Middlesex

1/24/2019

Bradford Hill

4th Essex

1/30/2019

Chynah Tyler

7th Suffolk

1/24/2019

F. Jay Barrows

1st Bristol

1/24/2019

Christopher M. Markey

9th Bristol

1/24/2019

Thomas A. Golden, Jr.

16th Middlesex

1/25/2019

Dylan A. Fernandes

Barnstable, Dukes and Nantucket

1/25/2019

David M. Nangle

17th Middlesex

1/25/2019

Steven S. Howitt

4th Bristol

1/25/2019

Smitty Pignatelli

4th Berkshire

1/25/2019

Thomas M. Petrolati

7th Hampden

1/25/2019

Andres X. Vargas

3rd Essex

1/31/2019

Alan Silvia

7th Bristol

1/25/2019

Tricia Farley-Bouvier

3rd Berkshire

1/25/2019

Alice Hanlon Peisch

14th Norfolk

1/25/2019

James J. O'Day

14th Worcester

1/28/2019

Tram T. Nguyen

18th Essex

1/28/2019

Tommy Vitolo

15th Norfolk

1/28/2019

Natalie M. Blais

1st Franklin

1/28/2019

Joseph W. McGonagle, Jr.

28th Middlesex

1/28/2019

RoseLee Vincent

16th Suffolk

1/28/2019

Christopher Hendricks

11th Bristol

1/28/2019

Bradley H. Jones, Jr.

20th Middlesex

1/28/2019

Thomas M. Stanley

9th Middlesex

1/28/2019

Adrian C. Madaro

1st Suffolk

1/28/2019

Rady Mom

18th Middlesex

1/29/2019

Jennifer E. Benson

37th Middlesex

1/30/2019

Edward F. Coppinger

10th Suffolk

1/30/2019

Daniel M. Donahue

16th Worcester

1/30/2019

John C. Velis

4th Hampden

1/30/2019

Daniel J. Ryan

2nd Suffolk

1/30/2019

Joan Meschino

3rd Plymouth

1/30/2019

Angelo L. D'Emilia

8th Plymouth

1/31/2019

Stephan Hay

3rd Worcester

1/31/2019

Denise C. Garlick

13th Norfolk

1/31/2019

Bud L. Williams

11th Hampden

1/31/2019

David K. Muradian, Jr.

9th Worcester

1/31/2019

Joseph D. McKenna

18th Worcester

1/31/2019

Richard M. Haggerty

30th Middlesex

1/31/2019

Lenny Mirra

2nd Essex

1/31/2019

Mindy Domb

3rd Hampshire

1/31/2019

William M. Straus

10th Bristol

1/31/2019

Antonio F. D. Cabral

13th Bristol

2/1/2019

Christine P. Barber

34th Middlesex

2/1/2019

Paul A. Schmid, III

8th Bristol

2/1/2019

Paul Brodeur

32nd Middlesex

2/1/2019

Jack Patrick Lewis

7th Middlesex

2/1/2019

Colleen M. Garry

36th Middlesex

2/1/2019

Peter Capano

11th Essex

2/1/2019

James Arciero

2nd Middlesex

2/1/2019

Daniel R. Cullinane

12th Suffolk

2/1/2019

Daniel R. Carey

2nd Hampshire

2/1/2019

Mike Connolly

26th Middlesex

2/1/2019

Paul J. Donato

35th Middlesex

2/1/2019

Elizabeth A. Malia

11th Suffolk

2/1/2019

Elizabeth A. Poirier

14th Bristol

2/1/2019

David Biele

4th Suffolk

2/1/2019

Aaron Michlewitz

3rd Suffolk

2/1/2019

Jon Santiago

9th Suffolk

2/1/2019

Brian M. Ashe

2nd Hampden

2/1/2019

Michael J. Moran

18th Suffolk

2/1/2019

Paul McMurtry

11th Norfolk

2/1/2019

John J. Lawn, Jr.

10th Middlesex

2/1/2019

Louis L. Kafka

8th Norfolk

2/1/2019

James K. Hawkins

2nd Bristol

2/1/2019

Marjorie C. Decker

25th Middlesex

2/1/2019

Jonathan D. Zlotnik

2nd Worcester

2/1/2019

Mark J. Cusack

5th Norfolk

2/1/2019

Harold P. Naughton, Jr.

12th Worcester

2/1/2019

Sean Garballey

23rd Middlesex

2/1/2019

Ruth B. Balser

12th Middlesex

2/1/2019

Kay Khan

11th Middlesex

2/1/2019

Barry R. Finegold

Second Essex and Middlesex

2/1/2019

Tackey Chan

2nd Norfolk

2/1/2019

Michelle M. DuBois

10th Plymouth

2/1/2019


HOUSE DOCKET, NO. 3195        FILED ON: 1/18/2019

HOUSE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 576

By Mr. Tucker of Salem, a petition (accompanied by bill, House, No. 576) of Paul F. Tucker and others relative to updating the education foundation budget.  Education.

 

The Commonwealth of Massachusetts

 

_______________

In the One Hundred and Ninety-First General Court
(2019-2020)

_______________

 

An Act relative to updating the education foundation budget.

 

Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority of the same, as follows:
 

SECTION 1. Section 2 of chapter 70 of the General Laws, as appearing in the 2016 Official Edition, is hereby amended by striking out the definition of “Assumed in-school special education enrollment” and inserting in place there the following definition:-

“Assumed in-school special education enrollment”, 4 per cent of the total foundation enrollment in a district, not including vocational or preschool enrollment, plus 5 per cent of vocational enrollment.

SECTION 2. Said section 2 of said chapter 70, as so appearing, is hereby further amended by inserting after the definition of “District or School district” the following definition:-

“Employee health insurance rate”, the employer share of the average active employee premium for all group insurance commission plans for the 3 previous fiscal years; provided, however, that the group insurance commission shall annually, not later than June 30, provide the department with data necessary for the determination of the rate or an increase of it.

SECTION 3. Said section 2 of said chapter 70, as so appearing, is hereby further amended by inserting, in line 64, after the definition of “District” or “School district”, the following:

“English learner increment”, the additional amount allotted within a district’s foundation budget for additional services for students identified as English learners; provided, however, that the value of the increment for fiscal year 2020 shall be added to the total rate for each enrollment category as follows: $1,177.18 for pre-school and half day kindergarten, and $2,354.36 for all other enrollment categories and shall be adjusted annually thereafter by the foundation inflation index

SECTION 4. Said section 2 of said chapter 70, as so appearing, is hereby further amended by striking out, in lines 65-103, the definition of “Enrollment categories” and inserting in place thereof, the following:-

''Enrollment categories'', each student, including students enrolled in special education programs, and students attending a school in another district, pursuant to the provisions of section twelve B of chapter seventy-six, who resides in the district and who attends either a public school in that district or a school for which the district of residence pays tuition, shall be placed in one and only one of the following enrollment categories depending on the grade and program to which the student is assigned:

(A) ''Elementary enrollment'', number of students enrolled in grades one through five and not enrolled in bilingual or vocational programs in a district.

(B) “English learner enrollment”, the number of students identified as English learners pursuant to chapter 71A, including students enrolled in vocational and technical schools.

(C) ''High school enrollment'', the number of students enrolled in grades nine through twelve and not enrolled in bilingual or vocational programs in a district.

(D) ''Junior high/middle school enrollment'', the number of students enrolled in grades six through eight and not enrolled in bilingual or vocational programs in a district.

(E) ''Kindergarten enrollment'', the number of students enrolled in kindergarten and not enrolled in bilingual or vocational programs in a district; provided, however, that in any district in which kindergarten students attend school for a full day, the foundation kindergarten enrollment used to calculate the foundation budget amount described in this section shall be two times the kindergarten enrollment number that would otherwise be used for said calculations if said district and all towns responsible for appropriating for said district so request.

(F) ''Pre-school enrollment'', the number of students enrolled in pre-school programs run in connection with the special education program in a district. The foundation pre-school enrollment may not exceed twice the number of pre-school students enrolled under approved individual education plans.

(G) ''Vocational enrollment'', the number of students enrolled in vocational and occupational education programs or an agricultural school in a district.

SECTION 5. Said section 2 of said chapter 70, as so appearing, is hereby further amended by striking out the definition of “Foundation benefits” and inserting in place thereof the following definition:-

“Foundation benefits”, the amount allotted within a district's foundation budget for employee benefits and fixed charges; provided, however, that the allotment shall be equal to 1.29 times the sum of: (i) the employee health insurance rate multiplied by the number of active employees for whom the district provides health insurance; and (ii) the retired employee health insurance rate multiplied by the number of the district’s retired employees receiving health insurance through the district or any of its member municipalities; and provided further, that each district shall annually, not later than June 30, provide the department with data necessary to determine the number of retired employees.

SECTION 6. Said section 2 of said chapter 70, as so appearing, is hereby further amended by striking the definition of  “foundation special education tuition” and inserting in place thereof the following definition:-

“Foundation special education tuition”, the amount allotted within a district’s foundation budget for special education tuition in any fiscal year. The value shall be the product of 3 times the statewide foundation budget per pupil amount and the assumed tuitioned-out special education enrollment.

SECTION 7. Said section 2 of said chapter 70, as so appearing, is hereby further amended by inserting after the definition of “Professional development allotment” the following definition:-

“Retired employee health insurance rate”, the weighted average of the group insurance commission premium for all retiree plans for the 3 previous fiscal years; provided, however, that the group insurance commission shall annually, not later than June 30, provide the department with data necessary for the determination of such rate.

SECTION 8. Chapter 70 of the General laws is hereby further amended by inserting after section 4 the following section:-

Section 4A. Notwithstanding any general or special law to the contrary, paragraphs 4, 17, 18, 19, 44, 83 and 115 of section 2 of chapter 70 shall be fully implemented by fiscal year 2024; provided, that the rates for implementation shall be determined annually by the legislature based on cost estimates to be provided annually by the department; provided further, that if revenue projections for the following fiscal year significantly exceed the available revenues for the current fiscal year, the rates for assumed in-school special education enrollment, for funding increments for English language learners and low-income students, and for foundation benefits may increase at higher rates to be determined by the legislature.

(a) The commissioner shall convene a data advisory commission to promote the improved use of state, district and school-level data to inform effective resource allocations at the local level.

The data advisory commission shall assist the department in identifying, analyzing, and making recommendations on high-impact, cost effective strategies for addressing student needs including, but not limited to:

(i) establishing a data collection and reporting system to: (a) track funding allocated for low-income students and students identified as English learners pursuant to chapter 71A and ensure spending is targeted to the intended populations; and (b) allow for access to school-level expenditures and data across all districts to inform the public and policy-makers of high impact, cost effective school-level interventions and investments;

(ii) strengthening the department’s capacity to analyze and report staffing, scheduling and financial data in ways that support strategic resource allocation decisions at the district and school levels, including a review of national practice models that ensure greater financial transparency;

(iii) strengthening district capacity to use state, district and school data to use benchmarking tools to inform strategic resource allocation and implementation decisions; and

(iv) streamlining financial reporting, eliminating duplicative reporting requirements and improving data quality.

The data advisory commission  shall include the commissioner of elementary and secondary education, who shall serve as chair, the secretary of education, or a designee, and 1 member to be appointed by each of the following organizations, all of whom shall have a demonstrated knowledge, experience and interest in data collection for purposes of improving student performance: the Massachusetts Association of School Committees, Inc.; the Massachusetts Association of School Superintendents, Inc.; the Massachusetts School Administrators Association, Incorporated; the Massachusetts Association of School Business Officials, Inc.; the Massachusetts Association of Vocational Administrators, Inc.; the Massachusetts Association of Regional Schools, Inc.; and 3 members to be appointed by the commissioner, 1 of whom shall be a teacher in a district of 15,000 or more students who has had experience in a level 4 or 5 school that has utilized data to successfully improve student performance, and 2 members with professional experience and knowledge in the area of data collection, quality and usage in establishing public policy.

(b) The data advisory commission shall report annually on its progress to the board of elementary and secondary education, the clerks of the house of representatives and the senate, the house and senate chairs of the joint committee on education and the chairs of the house and senate committees on ways and means by December 1. The report shall include recommendations to achieve the requirements of this section. The department may, in consultation with the data advisory committee, develop or procure the data collection and reporting system described in subsection (a). 

SECTION 9. In order to best serve low-income students, subject to legislative review, the department shall recommend an updated foundation budget definition for “low-income” that ensures all children eligible for free and reduced lunch are included and establish an amount of increment attributable to low-income students for the purpose of calculating chapter 70 aid. Said amount shall not be less than 50% of the average per pupil expenditure for the decile with the lowest percentage of low-income students and shall increase with each subsequent decile. 

The department shall make improvements to align data with the executive office of health and human services for the purpose of counting low-income students, including improved identification methods, and shall improve outreach efforts for the purpose of enrolling families in state assistance programs and ensure districts have appropriate information and outreach tools.

The department shall submit a comprehensive, long-term plan for holding harmless those districts that were negatively impacted by changes made to the calculation of low-income students.

SECTION 10. Chapter 70 of the General Laws is hereby amended by inserting after section 15, the following section:-

Section 16.  In order to promote the legislative intent of this chapter assuring fair per student funding for public schools in the commonwealth, there is hereby established the Student Supports Fund for the purpose of providing schools and school districts serving high percentages of low-income students additional supports and flexibility to develop classroom programming that best meets individual student needs; provided, that funding shall be available to any eligible school or school district by application of a school superintendent, principal or classroom teacher; provided further, that funds may be expended for the purchase of instructional materials under section 57 of chapter 15 of the General Laws that is part of a comprehensive plan to align the school or district curriculum with the Massachusetts curriculum frameworks; provided further, that preference in distributing funds may be given to proposals that coordinate district-wide reform efforts; provided further, that the department shall issue a report not later than January 1, 2020  outlining all Student Supports Fund efforts funded by this item; provided further, that the report shall be provided to the senate president, the speaker of the house, the chairs of the house and senate ways and means committees, and the house and senate chairs of the joint committee on education; provided further, that for the purposes of this item, appropriated funds may be expended for programs or activities during the summer months; provided further, that any funds distributed from this item to a city, town or regional school district shall be deposited with the treasurer of such city, town or regional school district and held in a separate account and shall be expended by the school committee of such city, town or regional school district without further appropriation, notwithstanding any general or special law to the contrary.