1     
CARSON SMITH SCHOLARSHIP AMENDMENTS

2     
2018 GENERAL SESSION

3     
STATE OF UTAH

4     
Chief Sponsor: Brian Zehnder

5     
House Sponsor: Steve Eliason

6     

7     LONG TITLE
8     General Description:
9          This bill amends provisions related to the Carson Smith Scholarship Program.
10     Highlighted Provisions:
11          This bill:
12          ▸     includes deafblindness as a qualifying disability for scholarship eligibility;
13          ▸     enacts provisions governing the term of a scholarship and participation in other
14     specified education programs;
15          ▸     amends requirements for eligible private schools;
16          ▸     enacts language governing payment of scholarships;
17          ▸     authorizes the State Board of Education to award additional scholarships in certain
18     circumstances;
19          ▸     requires the State Board of Education to adopt rules on payment procedures to
20     eligible private schools;
21          ▸     repeals outdated language; and
22          ▸     makes technical and conforming amendments.
23     Money Appropriated in this Bill:
24          None
25     Other Special Clauses:
26          None
27     Utah Code Sections Affected:
28     AMENDS:
29          53F-4-302, as renumbered and amended by Laws of Utah 2018, Chapter 2

30          53F-4-303, as renumbered and amended by Laws of Utah 2018, Chapter 2
31          53F-4-304, as renumbered and amended by Laws of Utah 2018, Chapter 2
32          53F-4-305, as renumbered and amended by Laws of Utah 2018, Chapter 2
33     REPEALS:
34          53F-4-308, as renumbered and amended by Laws of Utah 2018, Chapter 2
35     

36     Be it enacted by the Legislature of the state of Utah:
37          Section 1. Section 53F-4-302 is amended to read:
38          53F-4-302. Scholarship program created -- Qualifications.
39          (1) The Carson Smith Scholarship Program is created to award scholarships to students
40     with disabilities to attend a private school.
41          (2) To qualify for a scholarship:
42          (a) the student's custodial parent or legal guardian shall reside within Utah;
43          (b) the student shall have one or more of the following disabilities:
44          (i) an intellectual disability;
45          (ii) deafness or being hard of hearing;
46          (iii) a speech or language impairment;
47          (iv) a visual impairment;
48          (v) a serious emotional disturbance;
49          (vi) an orthopedic impairment;
50          (vii) autism;
51          (viii) traumatic brain injury;
52          (ix) other health impairment;
53          (x) specific learning disabilities; [or]
54          (xi) deafblindness; or
55          [(xi)] (xii) a developmental delay, provided the student is at least three years of age,
56     pursuant to Subsection (2)(c), and is younger than eight years of age;
57          (c) the student shall be at least three years of age before September 2 of the year in

58     which admission to a private school is sought and under 19 years of age on the last day of the
59     school year as determined by the private school, or, if the individual has not graduated from
60     high school, will be under 22 years of age on the last day of the school year as determined by
61     the private school; and
62          (d) except as provided in Subsection (3), the student shall:
63          (i) be enrolled in a Utah public school in the school year prior to the school year the
64     student will be enrolled in a private school;
65          (ii) have an IEP; and
66          (iii) have obtained acceptance for admission to an eligible private school.
67          (3) The requirements of Subsection (2)(d) do not apply in the following circumstances:
68          (a) the student is enrolled or has obtained acceptance for admission to an eligible
69     private school that has previously served students with disabilities; and
70          (b) an assessment team is able to readily determine with reasonable certainty:
71          (i) that the student has a disability listed in Subsection (2)(b) and would qualify for
72     special education services, if enrolled in a public school; and
73          (ii) for the purpose of establishing the scholarship amount, the appropriate level of
74     special education services which should be provided to the student.
75          (4) (a) To receive a full-year scholarship under this part, a parent of a student shall
76     submit to the LEA where the student is enrolled an application on or before the August 15
77     immediately preceding the first day of the school year for which the student would receive the
78     scholarship.
79          (b) The board may waive the full-year scholarship deadline described in Subsection
80     (4)(a).
81          (c) An application for a scholarship shall contain an acknowledgment by the parent that
82     the selected school is qualified and capable of providing the level of special education services
83     required for the student.
84          (5) (a) The scholarship application form shall contain the following statement:
85          "I acknowledge that:

86          (1) A private school may not provide the same level of special education services that
87     are provided in a public school;
88          (2) I will assume full financial responsibility for the education of my scholarship
89     student if I accept this scholarship;
90          (3) Acceptance of this scholarship has the same effect as a parental refusal to consent
91     to services pursuant to Section 614(a)(1) of the Individuals with Disabilities Education Act, 20
92     U.S.C. Sec. 1400 et seq.; and
93          (4) My child may return to a public school at any time."
94          (b) Upon acceptance of the scholarship, the parent assumes full financial responsibility
95     for the education of the scholarship student.
96          (c) Acceptance of a scholarship has the same effect as a parental refusal to consent to
97     services pursuant to Section 614(a)(1) of the Individuals with Disabilities Education Act, 20
98     U.S.C. Sec. 1400 et seq.
99          (d) The creation of the scholarship program or granting of a scholarship does not:
100          (i) imply that a public school did not provide a free and appropriate public education
101     for a student; or
102          (ii) constitute a waiver or admission by the state.
103          (6) (a) [A] Except as provided in Subsection (6)(b), a scholarship shall remain in force
104     for the lesser of:
105          (i) three years[.]; or
106          (ii) until the student is determined ineligible for special education services.
107          (b) If a student is determined ineligible for special education services as described in
108     Subsection (6)(a)(ii) before the end of a school year, the student may remain enrolled at the
109     private school and qualifies for the scholarship until the end of the school year.
110          [(b)] (c) A scholarship shall be extended for an additional three years, if:
111          (i) the student is evaluated by an assessment team; and
112          (ii) the assessment team determines that the student would qualify for special education
113     services, if enrolled in a public school.

114          [(c)] (d) The assessment team shall determine the appropriate level of special education
115     services which should be provided to the student for the purpose of setting the scholarship
116     amount.
117          [(d)] (e) A scholarship shall be extended for successive three-year periods as provided
118     in Subsections (6)(a) and [(b)] (c):
119          (i) until the student graduates from high school; or
120          (ii) if the student does not graduate from high school, until the student is age 22.
121          (7) A student's parent, at any time, may remove the student from a private school and
122     place the student in another eligible private school and retain the scholarship.
123          (8) A scholarship student:
124          (a) may participate in the Statewide Online Education Program described in Part 5,
125     Statewide Online Education Program; and
126          (b) may not participate in a dual enrollment program pursuant to Section 53G-6-702.
127          (9) The parents or guardians of a scholarship student have the authority to choose the
128     private school that will best serve the interests and educational needs of that student, which
129     may be a sectarian or nonsectarian school, and to direct the scholarship resources available for
130     that student solely as a result of their genuine and independent private choices.
131          (10) (a) An LEA shall notify in writing the parents or guardians of students enrolled in
132     the LEA who have an IEP of the availability of a scholarship to attend a private school through
133     the Carson Smith Scholarship Program.
134          (b) The notice described under Subsection (10)(a) shall:
135          (i) be provided no later than 30 days after the student initially qualifies for an IEP;
136          (ii) be provided annually no later than February 1 to all students who have an IEP; and
137          (iii) include the address of the Internet website maintained by the board that provides
138     prospective applicants with detailed program information and application forms for the Carson
139     Smith Scholarship Program.
140          (c) An LEA or school within an LEA that has an enrolled student who has an IEP shall
141     post the address of the Internet website maintained by the board that provides prospective

142     applicants with detailed program information and application forms for the Carson Smith
143     Scholarship Program on the LEA's or school's website, if the LEA or school has one.
144          Section 2. Section 53F-4-303 is amended to read:
145          53F-4-303. Eligible private schools.
146          (1) To be eligible to enroll a scholarship student, a private school shall:
147          (a) have a physical location in Utah where the scholarship students attend classes and
148     have direct contact with the school's teachers;
149          (b) (i) (A) obtain an audit and report from a licensed independent certified public
150     accountant that conforms with the following requirements:
151          (I) the audit shall be performed in accordance with generally accepted auditing
152     standards;
153          (II) the financial statements shall be presented in accordance with generally accepted
154     accounting principles; and
155          (III) the audited financial statements shall be as of a period within the last 12 months;
156     or
157          [(B) contract with a licensed independent certified public accountant to perform an
158     agreed upon procedure as follows:]
159          [(I) the agreed upon procedure shall be to determine that the private school has
160     adequate working capital to maintain operations for the first full year; and]
161          [(II) working capital shall be calculated by subtracting current liabilities from current
162     assets; and]
163          (B) contract with an independent licensed certified public accountant to conduct an
164     Agreed Upon Procedures engagement, as adopted by the board; and
165          (ii) submit the audit report or report of the agreed upon procedure to the board when
166     the private school applies to accept scholarship students;
167          (c) comply with the antidiscrimination provisions of 42 U.S.C. Sec. 2000d;
168          (d) meet state and local health and safety laws and codes;
169          (e) [disclose] provide a written disclosure to the parent of each prospective student,

170     before the student is enrolled[,] of:
171          (i) the special education services that will be provided to the student, including the cost
172     of those services;
173          (ii) tuition costs;
174          (iii) additional fees a parent will be required to pay during the school year; and
175          (iv) the skill or grade level of the curriculum that the student will be participating in;
176          (f) (i) administer an annual assessment of each scholarship student's academic
177     progress;
178          (ii) report the results of the assessment described in Subsection (1)(f)(i) to the student's
179     parent; and
180          (iii) make the results available to the assessment team evaluating the student pursuant
181     to Subsection 53F-4-302(6);
182          (g) employ or contract with teachers who:
183          (i) hold baccalaureate or higher degrees;
184          (ii) have at least three years of teaching experience in public or private schools; or
185          (iii) have the necessary special skills, knowledge, or expertise that qualifies them to
186     provide instruction:
187          (A) in the subjects taught; and
188          (B) to the special needs students taught;
189          (h) maintain documentation demonstrating that teachers at the private school meet the
190     qualifications described in Subsection (1)(g);
191          [(h)] (i) require the following individuals to submit to a nationwide, fingerprint-based
192     criminal background check and ongoing monitoring, in accordance with Section 53G-11-402,
193     as a condition for employment or appointment , as authorized by the Adam Walsh Child
194     Protection and Safety Act of 2006, Pub. L. No. 109-248 :
195          (i) an employee who does not hold a current Utah educator license issued by the board
196     under Title 53E, Chapter 6, Education Professional Licensure;
197          (ii) a contract employee; and

198          (iii) a volunteer who is given significant unsupervised access to a student in connection
199     with the volunteer's assignment; and
200          [(i)] (j) provide to parents the relevant credentials of the teachers who will be teaching
201     their students.
202          (2) A private school is not eligible to enroll scholarship students if:
203          (a) the private school requires a student to sign a contract waiving the student's rights
204     to transfer to another eligible private school during the school year;
205          [(a)] (b) the audit report submitted under Subsection (1)(b) contains a going concern
206     explanatory paragraph; or
207          [(b)] (c) the report of the agreed upon procedure submitted under Subsection (1)(b)
208     shows that the private school does not have adequate working capital to maintain operations for
209     the first full year, as determined under Subsection (1)(b).
210          (3) A home school is not eligible to enroll scholarship students.
211          (4) Residential treatment facilities licensed by the state are not eligible to enroll
212     scholarship students.
213          (5) A private school intending to enroll scholarship students shall submit an application
214     to the board by May 1 of the school year preceding the school year in which it intends to enroll
215     scholarship students.
216          (6) The board shall:
217          (a) approve a private school's application to enroll scholarship students, if the private
218     school meets the eligibility requirements of this section; and
219          (b) make available to the public a list of the eligible private schools.
220          (7) An approved eligible private school that changes ownership shall submit a new
221     application to the board and demonstrate that it continues to meet the eligibility requirements
222     of this section.
223          Section 3. Section 53F-4-304 is amended to read:
224          53F-4-304. Scholarship payments.
225          (1) (a) [Scholarships shall be awarded by the board] The board shall award

226     scholarships subject to the availability of money appropriated by the Legislature for that
227     purpose.
228          (b) The Legislature shall annually appropriate money to the board from the General
229     Fund to make scholarship payments.
230          (c) [Beginning with the 2013-14 school year, the] The Legislature shall annually
231     increase the amount of money appropriated under Subsection (1)(b) by an amount equal to the
232     product of:
233          (i) the average scholarship amount awarded as of December 1 in the previous year; and
234          (ii) the product of:
235          (A) the number of students in preschool through grade 12 in public schools statewide
236     who have an IEP on December 1 of the previous year; and
237          (B) 0.0007.
238          (d) If the number of scholarship students as of December 1 in any school year equals or
239     exceeds 7% of the number of students in preschool through grade 12 in public schools
240     statewide who have an IEP as of December 1 in the same school year, the Public Education
241     Appropriations Subcommittee shall study the requirement to increase appropriations for
242     scholarship payments as provided in this section.
243          (e) (i) If money is not available to pay for all scholarships requested, the [scholarships
244     shall be allocated] board shall allocate scholarships on a random basis except that [preference
245     shall be given] the board shall give preference to students who received scholarships in the
246     previous school year.
247          (ii) If money is insufficient in a school year to pay for all the continuing scholarships,
248     [new scholarships may not be awarded] the board may not award new scholarships during that
249     school year and the board shall prorate money available for scholarships [shall be prorated]
250     among the eligible students who received scholarships in the previous year.
251          (2) [Full-year] Except as provided in Subsection (4), the board shall award full-year
252     scholarships [shall be awarded] in the following amounts:
253          (a) for a student who received an average of 180 minutes per day or more of special

254     education services in a public school before transferring to a private school, an amount not to
255     exceed the lesser of:
256          (i) the value of the weighted pupil unit multiplied by 2.5; or
257          (ii) the private school tuition and fees; and
258          (b) for a student who received an average of less than 180 minutes per day of special
259     education services in a public school before transferring to a private school, an amount not to
260     exceed the lesser of:
261          (i) the value of the weighted pupil unit multiplied by 1.5; or
262          (ii) the private school tuition and fees.
263          (3) The scholarship amount for a student enrolled in a half-day kindergarten or part-day
264     preschool program shall be the amount specified in Subsection (2)(a) or (b) multiplied by .55.
265          (4) If a student leaves a private school before the end of a fiscal quarter:
266          (a) the private school is only entitled to the amount of scholarship equivalent to the
267     number of days that the student attended the private school; and
268          (b) the private school shall remit a prorated amount of the scholarship to the board in
269     accordance with the procedures described in rules adopted by the board in accordance with
270     Title 63G, Chapter 3, Utah Administrative Rulemaking Act.
271          (5) For the amount of funds remitted under Subsection (4)(b), the board shall:
272          (a) make the amount available to the student to enroll immediately in another
273     qualifying private school; or
274          (b) refund the amount back to the Carson Smith Scholarship Program account to be
275     available to support the costs of another scholarship.
276          (6) (a) The board shall make an additional allocation on a random basis before June 30
277     each year only:
278          (i) if there are sufficient remaining funds in the program; and
279          (ii) for scholarships for students enrolled in a full-day preschool program.
280          (b) If the board awards a scholarship under Subsection (6)(a), the scholarship amount
281     or supplement may not exceed the lesser of:

282          (i) the value of the weighted pupil unit multiplied by 1.0; or
283          (ii) the private school tuition and fees.
284          (c) The board shall, when preparing annual growth projection numbers for the
285     Legislature, include the annual number of applications for additional allocations described in
286     Subsection (6)(a).
287          [(4)] (7) (a) The scholarship amount for a student who receives a waiver under
288     Subsection 53F-4-302(3) shall be based upon the assessment team's determination of the
289     appropriate level of special education services to be provided to the student.
290          (b) (i) If the student requires an average of 180 minutes per day or more of special
291     education services, a full-year scholarship shall be equal to the amount specified in Subsection
292     (2)(a).
293          (ii) If the student requires less than an average of 180 minutes per day of special
294     education services, a full-year scholarship shall be equal to the amount specified in Subsection
295     (2)(b).
296          (iii) If the student is enrolled in a half-day kindergarten or part-day preschool program,
297     a full-year scholarship is equal to the amount specified in Subsection (3).
298          [(5)] (8) (a) Except as provided in Subsection [(5)] (8)(b), upon review and receipt of
299     documentation that verifies a student's admission to, or continuing enrollment and attendance
300     at, a private school, the board shall make scholarship payments quarterly in four equal amounts
301     in each school year in which a scholarship is in force.
302          (b) In accordance with board rule, the board may make a scholarship payment before
303     the first quarterly payment of the school year, if a private school requires partial payment of
304     tuition before the start of the school year to reserve space for a student admitted to the school.
305          [(6)] (9) A parent of a scholarship student shall notify the board if the student does not
306     have continuing enrollment and attendance at an eligible private school.
307          [(7)] (10) Before scholarship payments are made, the board shall cross-check
308     enrollment lists of scholarship students, LEAs, and youth in custody to ensure that scholarship
309     payments are not erroneously made.

310          [(8) (a) Scholarship payments shall be made by the board by individual warrant made
311     payable to the student's parent and mailed by the board to the private school. The parent shall
312     restrictively endorse the warrant to the private school for deposit into the account of the private
313     school.]
314          [(b) A person, on behalf of a private school, may not accept a power of attorney from a
315     parent to sign a warrant referred to in Subsection (8)(a), and a parent of a scholarship student
316     may not give a power of attorney designating a person, on behalf of a private school, as the
317     parent's attorney-in-fact.]
318          Section 4. Section 53F-4-305 is amended to read:
319          53F-4-305. Board to make rules.
320          In accordance with Title 63G, Chapter 3, Utah Administrative Rulemaking Act, the
321     board shall make rules consistent with this part establishing:
322          (1) the eligibility of students to participate in the scholarship program; [and]
323          (2) the application process for the scholarship program[.]; and
324          (3) payment procedures to eligible private schools.
325          Section 5. Repealer.
326          This bill repeals:
327          Section 53F-4-308, Review by Legislative Auditor General.