Transcript Selected Pages from St.Vincent Health Leaders’ Pay

Indiana HEA 1003
Parental Choice Legislation
&
HEA 1341
Special Education Grants
An Overview and the
Implications
HEA 1341 Special Education Grants
• Special Education Funding
– Services provided by Public School
Corporation
• Funded by Federal (IDEA) Dollars
• Funded by State Dollars (Special Education
Grants)
– HEA 1341 addresses State Special Education
Dollars
HEA 1341 Summary
• Requires that state dollars generated by the
count of identified non-public schools special
needs students be spent on the “pool” of those
identified non-public school students.
• Requires that school corporations report how the
dollars have been spent.
• Dollars can be spent on services, child find
(testing and identification), and transportation.
• Non-public school students receive services.
The school does not special ed. dollars.
Highlights of
House Education
Act (HEA) 1003.
 Creates a Choice Scholarship
(Voucher) Program that provides
state tuition support for eligible
students/families transferring from a
public to an eligible non-public school.
 Makes limited improvements to the
Scholarship Tax Credit legislation.
Creates a tax deduction for current
non-public school families.
Page 4
Choice Program Basics
• Choice programs empower families to choose
the best educational options for their children.
• Scholarship Tax Credit Programs and Voucher
Programs are two of the most popular forms of
school choice
• Scholarship Tax Credit Programs provide a tax
credit incentive for private giving to non-profit
scholarship organizations (or SGOs)
• Voucher Programs utilize state funds for
scholarships
Page 5
HEA 1003 Specifics
• Scholarship Tax Credit
– SGOs can now serve 2 or more schools
– Statewide tax credit cap from $2.5 Million to $5 Million
– Recipients of SGO (tax credit) scholarships are eligible in future
years for the voucher (choice scholarship)
• Choice Scholarship Program
– Students/families who are on FR lunch are eligible for 90% of
state tuition support of the students’ school corporation, capped
at $4,500 for grades 1 to 8 or tuition and fees whichever is less.
High School cap is the school’s tuition and fees.
– Students/families who are at 150% of the FR lunch level are
eligible for 50% of state tuition support for the students’ school
corporation, capped at $4,500 for grades 1 to 8 or tuition and
fees whichever is less. High School cap is the school’s tuition
and fees.
– Cap is 7,500 students in year 1, 15,000 in year 2, and no cap
starting in year 3
STC
Choice Program Income Guidelines
Household Size
FR Lunch Level
(Eligible for 90%
Choice Scholarship)
150% of FR Lunch
(Eligible for 50%
Choice Scholarship)
200% FR Lunch
(Eligible for Tax Credit
Scholarship)
1
$ 20,147
$30,220
$40,294
2
$27,214
$40,821
$54,428
3
$34,281
$51,421
$68,562
4
$41,348
$62,022
$82,696
5
$48,415
$72,622
$96,830
6
$55,482
$83,223
$110,964
7
$62,549
$93,823
$125,098
8
$69,616
$104,424
$139,232
Page 8
Voucher Sample #1
Jones Family
• Family Profile
– 2 children transferring from a South Bend School
Corporation school to St. Joseph H. S.
– Family of four makes $40,000 annually
• Eligible for free and reduced level =90% voucher
– South Bend ADM tuition support - $7,128
– St. Joe Tuition: 1 child =$4,535 2 children=$8,820
• Eligible for up to 90% of State ADM capped at tuition
– 90% ADM $6,416 x 2 = $12,832
– Tuition Cap - $8,820
– Vouchers for Jones Family =$8,820
Voucher sample #2
Smith Family
• Family Profile
– 1 child transferring from Lafayette School Corp to St. Mary,
Lafayette
– Family of 4 makes $60,000 annually
• Eligible for 50% voucher (150% F&R)
– Family is not Catholic
– Lafayette School Corp ADM tuition support= $6,762
– St. Mary Tuition (non-parishioner) $5,566
• Eligible for 150% of free and reduced lunch level voucher - 50% state
ADM
• Tuition Cap for Elementary Schools is $4500 or tuition whichever is
less
• 50% State ADM tuition support - $3,381
• Tuition and $4,500 cap exceeds available voucher amount
• Maximum voucher $3,381
Student Eligibility
Scholarship Tax Credit
• STC
– Indiana Resident
– Enrolling in K-12: New enrollees (K or
transfer)
– Meets income eligibility (200% F&R)
– Not available to current students
Student Eligibility
Voucher
• Choice Scholarship Students
– Indiana Resident
– Attended prior two semesters in a public
school (excluding Kindergarten). Exception: if
student received a STC scholarship or Choice
Scholarship (voucher) in any prior year, they
would not have to transfer in from public
school (kindergarten loophole).
– Income Eligibility: 90% F&R / 50% for 150% of
F&R
School Eligibility/Requirements
Scholarship Tax Credit
– Located in Indiana
– Has a tuition
– Voluntarily participates
– Accredited (state or other approved)
– Takes State Test or other approved normreferenced test
School Eligibility/Requirements
Voucher
–
–
–
–
–
–
–
–
–
–
Located in Indiana
Has a tuition
Voluntarily participates
Accredited (state or other approved)
Takes State Test (ISTEP/ECA)
Participates in PL221 category placement
Lottery for Voucher Kids
Mandatory Curriculum Requirement (citizenship)
Teacher Evaluation Plan
DOE assurances and building access
Page 14
Choice Scholarship and Scholarship
Tax Credit Connection
• Connection created between the two programs has
important implications
– Kindergarten “loophole”
– SGO focus on early childhood
– “Restricted giving” possibilities
• Two or more schools
• Identify public school transfers already enrolled for next
year
• SGO scholarships given to kids for this year
• SGO scholarship could supplement the voucher if
student meets both eligibility requirements (capped at
tuition)
Non-Pub. Fiscal Related
Responsibilities
• SGO Relationship: critical and urgent
• Register as State Vendor
• Processing financial eligibility
– School vs. State
• Finance Reporting
– SBOA
• E1 From
• Additional requirement possible depending on how much
state funds are received
• Fiscal Planning
– Strategic approach to infusion of state dollars
– Strategic use of local tuition assistance dollars
– Review of Tuition Cost ad Structure
Non-Pub. Responsibilities
• Financial Implications
– Making up the difference between voucher and actual
cost of education (school/parent/other tuition
assistance source)
– Making up the difference between voucher and tuition
(school/parent/other tuition assistance source)
– School fiscal planning in light of new state funding
– Timing of voucher payments (Once a semester)
• Impact on School Viability
– Financially
– Enrollment
Next Steps
• Implementation Plans (What to do now!)
– Informed decision-making to participate !
– Continue your education on the school choice
programs
• Additional webinars (DOE & INPEA)
• Info coming soon on INPEA and SCI web sites
– SCI Goals: Diverse groups of schools, parent
marketing efforts
• Administrators’ Conference Pre-session (Sept.29)
– Insure SGO Relationship (and raise $$$)
– Identify potential recipients (Voucher & STC)
– Educate school community about involvement in the
program (faculty, parents, board, donors)
Next Steps, Cont’d.
• If needed, formalize admission processes
• Review school financial planning
– Local tuition assistance dollars
– Insure financial independence
– Review tuition structures
• Review academic intervention programs
• Review marketing plan in light of school choice
WE MUST DEMONSTRATE IT WORKS!
(RESULTS)
Page 19
HEA 1003 Exam!
• School Choice Programs are intended to
provide families the ability to choose the
best educational option for their children
– True or False
• Student eligibility requirements are the
same for both the voucher and the STC
programs
– True or False
1003 Exam Continued
• Schools must be state accredited to
participate in the voucher program
– True or False
• Kindergarten students are not eligible for
vouchers
– True or False
• 7500 vouchers will be available in year
one, beginning July 1, 2011
– True or False
1003 Exam Continued
• A participating voucher school must have
a copy of “Common Sense” by Thomas
Paine in the library or media center
– True or False
• Students receiving a scholarship from an
SGO would be eligible for a voucher in any
grade if they meet the financial eligibility
– True or False
1003 Exam Continued
• Schools must conduct an annual lottery for all
students interested in vouchers
– True or False
• HEA 1003 included a small tax deduction for the
educational expenses of current families
– True or False
• Voucher schools must accept all special
education students that apply
– True or False
1003 Exam Continued
• “Voucher schools” can no longer give admission
preference on the basis of religion because of
the non-discrimination clause
– True or False
• Kindergarten students that do not receive a
scholarship from an SGO would be ineligible for
a voucher for 12 yrs. or have to leave the school
and come back.
– True or False
1003 Exam Continued
• Elementary (1-8) vouchers are capped at tuition
and fees.
– True of False
• A student can receive both a voucher and a STC
scholarship in the same year
– True or False
• Only schools rated in the lowest 221 category
could lose eligibility for new voucher students
– True or False
Exam Grades
• A – 1 wrong
• B – 2 wrong
• C – 3 wrong
• More than 3 wrong – summer
school!!!
Questions??
• If your “chatted” questions haven’t been
answered, we will save them and follow up
with you via email
• We will be following up with a an email
(from INPEA) providing additional
information and a subsequent email with a
survey in order to collect some feedback
from you regarding the webinar and your
future participation.
Page 27
Contact Info and Links
Contacts
John Elcesser, [email protected]
Glenn Tebbe, [email protected]
Links
www.inpea.org
www.schoolchoiceindiana.org
www.doe.in.gov/schoolscholarships
http://www.in.gov/legislative/bills/2011/PDF/HE/HE
1003.1.pdf
Page 28