TITLE 19.EDUCATION

Part 2. TEXAS EDUCATION AGENCY

Chapter 61. SCHOOL DISTRICTS

Subchapter AA. COMMISSIONER'S RULES

2. SCHOOL FINANCE

19 TAC §61.1012

The Texas Education Agency (TEA) proposes new §61.1012, concerning school finance. This proposed new §61.1012 replaces an earlier version that was filed as proposed in the October 1, 1999, issue of the Texas Register (24 TexReg 8405), which has been withdrawn. The notice of withdrawal can be found in the Withdrawn Rules section in this issue.

Like the earlier version, the new section sets a maximum tuition charge for transfer students, as well as the maximum of tuition that can be applied to a property value adjustment, authorized under Texas Education Code (TEC), Chapter 25, as amended by Senate Bill (SB) 4, 76th Texas Legislature, 1999. The methodology for the calculation of the tuition limit has been refined from the previous withdrawn version.

Under prior law, the amount of tuition was determined by local school boards without a specific methodology in rule or statute. The change in law allows the commissioner of education to set a ceiling for tuition. The primary purpose of that limit is to assure that the cost of educating transfer students under the Foundation School Program is approximately recognized in the district providing the educational services.

Joe Wisnoski, coordinator for school finance and fiscal analysis, has determined that for the first five-year period the section is in effect there will be no fiscal implications for state government as a result of enforcing or administering the new section. There will be fiscal implications for local government. The proposed new section may reduce tuition charges in some school districts, especially in the 2000-2001 school year. The amount of reduction will depend on current rate practices and will vary from district to district. The change may represent reduced cost to some districts, but reduced revenue to others. Some school districts may experience a loss of revenue if they have been charging more for tuition than will be allowed under the proposed new rule, while other districts may experience a savings if they have been paying more.

Mr. Wisnoski and Criss Cloudt, associate commissioner for policy planning and research, have determined that for each year of the first five years the section is in effect the public benefit anticipated as a result of enforcing the section will be setting limits on amounts charged for tuition for transfer students. The limits assure that the cost of educating transfer students under the Foundation School Program is recognized in the district providing the educational services. Also, the section clarifies the changes authorized by SB 4, 76th Texas Legislature, 1999, for school districts. There will not be an effect on small businesses. There is no anticipated economic cost to persons who are required to comply with the proposed new section.

Comments on the proposal may be submitted to Criss Cloudt, Policy Planning and Research, 1701 North Congress Avenue, Austin, Texas 78701, (512) 463-9701. Comments may also be submitted electronically to rules@tmail.tea.state.tx.us or faxed to (512) 475-3499. All requests for a public hearing on the proposed section submitted under the Administrative Procedure Act must be received by the commissioner of education not more than 15 calendar days after notice of a proposed change in the section has been published in the Texas Register .

The new section is proposed under the Texas Education Code, §25.039, as amended by Senate Bill 4, 76th Texas Legislature, 1999, which authorizes the commissioner of education to adopt rules that specify the amount of tuition that can be charged for the education of students transferring outside the school district and apply that limitation to a property value adjustment.

The new section implements the Texas Education Code, §25.039, as amended by Senate Bill 4, 76th Texas Legislature, 1999.

§61.1012.Contracts and Tuition for Education Outside District.

(a)

Definitions. The following words and terms, when used in this section, shall have the following meanings, unless the context clearly indicates otherwise.

(1)

Home district - District of residence of a transferring student.

(2)

Receiving district - District to which a student is transferring for the purpose of obtaining an education.

(3)

Tuition - Amount charged to the home district by the receiving district to educate the transfer student.

(b)

Tuition charge for transfer students. Tuition charged to a home district for a transfer student in payment for that student's education may not exceed an amount per enrollee calculated for each receiving district. The calculated limit applies only to tuition paid to a receiving district for the education of a student at a grade level not offered in the home district. The calculation will utilize the most currently available data in an ongoing school year to determine the limit that applies to the subsequent school year.

(1)

Excess maintenance and operations (M&O) revenue per enrollee. A district's excess M&O revenue per enrollee is defined as the sum of state aid in accordance with Texas Education Code (TEC), Chapter 42, Subchapters B, C, and F, plus M&O tax collections, with the sum divided by enrollment, less the state aid gained by the addition of one transfer student. M&O taxes exclude the local share of any lease purchases funded in the Instructional Facilities Allotment (IFA) as referenced in TEC, Chapter 46, Subchapter A.

(A)

The data for this calculation are derived from the Public Education Information Management System (PEIMS) fall data submission (budgeted M&O tax collections and student enrollment) and the Legislative Payment Estimate (LPE) data (Foundation School Program (FSP) student counts and property value).

(B)

The state aid gained by the receiving district from the addition of one transfer student is computed by the commissioner of education. The calculation assumes that the transfer student participates in the special programs at the average rate of other students in the receiving district.

(2)

Excess debt revenue per enrollee. A district's excess debt revenue per enrollee is defined as Interest and Sinking Fund (I&S) taxes budgeted to be collected that surpass the taxes equalized by the IFA pursuant to TEC, Chapter 46, Subchapter A, and the Existing Debt Allotment (EDA) pursuant to TEC, Chapter 46, Subchapter B, divided by enrollment.

(A)

The local share of the IFA for bonds and the local share of the EDA are subtracted from debt taxes budgeted to be collected as reported through PEIMS.

(B)

The estimate of enrollment includes transfer students.

(3)

Base tuition limit. The base tuition limit per transfer student for the receiving district is a percentage of its state and local entitlement per enrollee from both tiers of the FSP. The entitlement includes the Texas Education Agency's estimate for the current year for the total of allotments in accordance with TEC, Chapter 42, Subchapters B and C, plus the state and local shares of the guaranteed yield allotment (GYA) in accordance with TEC, Subchapter F.

(A)

For this purpose, the GYA is calculated as the product of the elements guaranteed leave (GL) multiplied by weighted average daily attendance (WADA), then multiplied by district tax rate (DTR), and finally by 100. All applicable limits for DTR apply to the calculation as specified in §105.1011 of this title (relating to Distribution of Foundation School Fund), and GL is limited as directed in TEC, §42.152(t).

(B)

The applicable proportions of the entitlement are 20% in the 2000-2001 school year, 15% in the 2001-2002 school year, and 10% in the 2002-2003 school year and beyond.

(4)

Calculated tuition limit. The calculated tuition limit is the sum of the excess M&O revenue per enrollee, the excess debt revenue per enrollee, and the base tuition limit, as calculated in subsections (b)(1), (b)(2), and (b)(3) of this section, respectively.

(5)

Notification and appeal process. In the spring of each school year, the commissioner will provide each district with its calculated tuition limit and a worksheet with a description of the derivation process. A district may appeal to the commissioner if it can provide evidence that the use of projected student counts from the LPE in making the calculation is so inaccurate as to result in an inappropriately low authorized tuition charge and undue financial hardship. The commissioner's decision regarding the appeal is final.

(c)

Maximum tuition amount in property value adjustment. For the 1999-2000 school year, the maximum amount of tuition that can be applied to the property value adjustment for school districts offering fewer than all grade levels in accordance with TEC, §42.106, may not exceed the greater of the amount per student computed in subsection (b)(4) of this section or the amount per student actually paid during the 1998-1999 school year. For subsequent years, the maximum amount is limited to the amount per student computed in subsection (b)(4) of this section.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on March 27, 2000.

TRD-200002203

Criss Cloudt

Associate Commissioner, Policy Planning and Research

Texas Education Agency

Earliest possible date of adoption: May 7, 2000

For further information, please call: (512) 463-9701