Understanding House Bill 203 Open Enrollment Basics
Explore the fundamental aspects of House Bill 203 Open Enrollment, including its purpose, significant changes, budget considerations, and processes, as well as insights into attendance outside the school district and general fund budget elements.
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House Bill 203 Open Enrollment Denise Williams, Director of Business Services Kalispell Public Schools MASBO Summer Conference - June 15, 2023
House Bill 203 Open Enrollment Basics Purpose Significant Changes Budget Considerations Process
House Bill 203 Open Enrollment Basics Attendance Outside School District (20-5-32X, Montana Code Annotated) District of residence where the parent/guardian lives (1-1-215; 20-9- 707, MCA) District of attendance where parent/guardian requests child enrolls Discretionary trustees may approve or disapprove Mandatory trustees must approve (20-5-321, MCA)
House Bill 203 Open Enrollment Basics General Fund Budgets ANB = average number belonging (20-9-311, MCA) Funding components State and local funding
General Fund - ANB AVERAGE NUMBER BELONGING (ANB) FALL Example: Oct count = 150 Feb count = 166 ENROLLMENT (1ST Monday in October) Part-time Students = , , or SPRING ENROLLMENT (1st Monday in February) Part-time Students = , , or Total of 2 counts divided by 2 (150 + 166) 2 = 158 187 180 = 165 ANB 180 + PIR Days* 180 = ANB X X *PIR Days are pupil instruction related days for teacher in-service training and recordkeeping
General Fund - Budget Elements ANB impact * Direct impact * Indirect impact, depending on # and characteristics of students *Basic Entitlement *Per-ANB Entitlement *Special Education Allowable Cost Payment *Quality Educator Payment At-Risk Student Payment *Indian Education for All Payment *American Indian Achievement Gap Payment *Data for Achievement Payment
Funding the Expenditure Budget Local Funding Adopted Budget State Funding Over-BASE Levy (voter approved) BASE Budget Guaranteed Tax Base Aid (GTB) BASE Levy (permissive) Direct State Aid (DSA) (44.7% Basic & per-ANB) 100% QEC 100% ARC 100% IEA 100% SAG 100% D4A 140% SPED DSA/SPED/ 5 Funding Components
Funding the Expenditure Budget Local Funding Adopted Budget State Funding Over-BASE Levy (voter approved) District taxpayers supply local funding Currently: district may charge out- of-district taxpayers (parents) tuition BASE Budget Guaranteed Tax Base Aid (GTB) BASE Levy (permissive) Direct State Aid (DSA) (44.7% Basic & per-ANB) 100% QEC 100% ARC 100% IEA 100% SAG 100% D4A 140% SPED DSA/SPED/ 5 Funding Components
House Bill 203 Open Enrollment Purpose: increase educational choice and improve taxpayer equity
House Bill 203 Open Enrollment Parent may request enrollment in a district outside district of residence Trustees of district of attendance may approve District of attendance counts student for ANB District of residence pays tuition Transportation paid by District of attendance, OR Parent Must use OPI out-of- district attendance agreement form
Funding the Expenditure Budget Local Funding Adopted Budget State Funding Over-BASE Levy (voter approved) District taxpayers supply local funding HB203: district must may charge out-of-district taxpayers (parents) tuition BASE Budget Guaranteed Tax Base Aid (GTB) BASE Levy (permissive) Direct State Aid (DSA) (44.7% Basic & per-ANB) 100% QEC 100% ARC 100% IEA 100% SAG 100% D4A 140% SPED DSA/SPED/ 5 Funding Components
House Bill 203 Open Enrollment District of attendance: Adopts policies and process, including deadlines Must serve these student first: resident students mandatory out-of-district students (20-5-321, MCA) May deny if there is a negative impact on the quality of education for resident pupils By grade level By school In the district in the aggregate
House Bill 203 Open Enrollment Negative impact on the quality of education for resident pupils means: Exceeds limits Building construction standards Fire code Evacuation elements of district s school safety plan Impedes district s plan for continuous educational improvement Enrollment of the non-resident student would jeopardize educational quality Truant in the last district attended Expelled by another district at any time, or Suspended in another district in any of the 3 school fiscal years preceding request
Parent applies with district of attendance District of attendance disapproves Provide copies of disapproved attendance agreement to: Parent district of residence Include specific allowable reason and supporting documentation District of attendance gives anticipated date of approval/disapproval 10 days 10 days Provide copies of approved attendance agreement to: Parent district of residence county supts of both districts OPI District of attendance approves
House Bill 203 Open Enrollment For disapproved agreements, or if no action is taken on a request Parent/guardian may appeal to county superintendent of schools OPI See 20-3-107 and 20-3-310, MCA
House Bill 203 Open Enrollment District of Residence District of Attendance % of local property taxes supporting the General Fund Budget % of local property taxes supporting the General Fund Budget GF BASE and over-BASE Levies Adopted General Fund Budget GF BASE and over-BASE Levies Adopted General Fund Budget Use the percentage that is lower, but no more than 35.3%
House Bill 203 Open Enrollment Use the percentage that is lower, but no more than 35.3% and apply it to the Tuition per-ANB amount Tuition per-ANB amount = Per-ANB entitlement maximum rate in 20-9-306 (15), MCA Instructional block grant (ISBG) per-ANB amount Related services block grant (RSBG) per-ANB amount
House Bill 203 Open Enrollment District of Residence District of Attendance % of local property taxes supporting the General Fund Budget $ 851,244 $ 5,041,971 % of local property taxes supporting the General Fund Budget $ 6,501,536 $ 22,768,337 = 16.9% = 28.5% Where can we find these numbers?
House Bill 203 Open Enrollment District of Residence District of Attendance % of local property taxes supporting the General Fund Budget $ 6,501,536 $ 22,768,337 % of local property taxes supporting the General Fund Budget $ 851,244 $ 5,041,971 = 16.9% = 28.5% Which percentage will we use?
House Bill 203 Open Enrollment District of Residence District of Attendance % of local property taxes supporting the General Fund Budget $ 6,501,536 $ 22,768,337 % of local property taxes supporting the General Fund Budget $ 851,244 $ 5,041,971 = 16.9% = 28.6% 16.9%
House Bill 203 Open Enrollment Tuition per-ANB amount for FY25 Per-ANB entitlement max rate Elem K 6 Elem 7 8 HS 9 - 12 $ 6,307.00 $ 8,075.00 $ 8,075.00 ISBG + RSBG rate $ 302.55 $ 302.55 $ 302.55 Total $ 6,609.55 $ 8,377.55 $ 8,377.55 X 16.9% $ 1,017.01 $ 1,415.81 $ 1,415.81
House Bill 203 Open Enrollment District of Residence Pays Tuition Fund (X13) General Fund (X01) Any other legally available fund, at the discretion of the trustees Impact Aid (X26) Misc. Programs (X15) Others? District of Attendance Receives Anticipate revenue in General Fund Apply to BASE levy GTB is calculated first BASE levy is reduced by tuition revenue
Funding the Expenditure Budget Local Funding Adopted Budget State Funding Over-BASE Levy (voter approved) BASE Budget Guaranteed Tax Base Aid (GTB) Tuition revenue reduces BASE levy after GTB is calculated BASE Levy (permissive) Tuition $$ Direct State Aid (DSA) (44.7% Basic & per-ANB) 100% QEC 100% ARC 100% IEA 100% SAG 100% D4A 140% SPED DSA/SPED/ 5 Funding Components
House Bill 203 Open Enrollment Effective date: July 1, 2024 (FY 2025) FY 2024: OPI and districts develop and plan process FY 2025: Attendance year FY2026: Budget for payments and revenue Payments due in December 2025 and June 2026
House Bill 203 Open Enrollment QUIZ: match the term on the left with the correct item on the right Gets to count student for ANB Major factor in General Fund budget calculations Deposit tuition revenue here Place where parent/guardian lives Pay tuition charges from here District of Residence Tuition Fund District of Attendance General Fund ANB
House Bill 203 Open Enrollment QUIZ: match the term on the left with the correct item on the right Gets to count student for ANB District of Residence Tuition Fund District of Attendance General Fund ANB Major factor in General Fund budget calculations Deposit tuition revenue here Place where parent/guardian lives Pay tuition charges from here
House Bill 203 Open Enrollment QUIZ: match the term on the left with the correct item on the right Gets to count student for ANB District of Residence Tuition Fund District of Attendance General Fund ANB Major factor in General Fund budget calculations Deposit tuition revenue here Place where parent/guardian lives Pay tuition charges from here
House Bill 203 Open Enrollment QUIZ: match the term on the left with the correct item on the right Gets to count student for ANB District of Residence Tuition Fund District of Attendance General Fund ANB Major factor in General Fund budget calculations Deposit tuition revenue here Place where parent/guardian lives Pay tuition charges from here
House Bill 203 Open Enrollment QUIZ: match the term on the left with the correct item on the right Gets to count student for ANB District of Residence Tuition Fund District of Attendance General Fund ANB Major factor in General Fund budget calculations Deposit tuition revenue here Place where parent/guardian lives Pay tuition charges from here
House Bill 203 Open Enrollment QUIZ: match the term on the left with the correct item on the right Gets to count student for ANB District of Residence Tuition Fund District of Attendance General Fund ANB Major factor in General Fund budget calculations Deposit tuition revenue here Place where parent/guardian lives Pay tuition charges from here
