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68th Legislature 2023 HB 549.1
1 HOUSE BILL NO. 549
2 INTRODUCED BY F. ANDERSON, D. BEDEY, B. MITCHELL, L. REKSTEN, L. SHELDON-GALLOWAY, T.
3 MOORE, M. BERTOGLIO, J. DOOLING, M. BINKLEY, A. REGIER, S. GALLOWAY, E. BUTTREY, L. JONES,
4 G. PARRY, C. SPRUNGER, B. BARKER, J. ETCHART
5
6 A BILL FOR AN ACT ENTITLED: “AN ACT AUTHORIZING THE ESTABLISHMENT OF PUBLIC CHARTER
7 SCHOOLS AS A MEANS OF PROVIDING ADDITIONAL EDUCATIONAL OPPORTUNITIES; PROVIDING
8 LEGISLATIVE FINDINGS AND INTENT; DEFINING "PUBLIC CHARTER SCHOOL" AND PROVIDING OTHER
9 DEFINITIONS; PRESCRIBING DUTIES FOR THE BOARD OF PUBLIC EDUCATION AND REQUIRED
10 ELEMENTS OF CHARTER APPLICATIONS AND CHARTER CONTRACTS; ESTABLISHING REPORTING
11 REQUIREMENTS; PROVIDING ENROLLMENT AND GOVERNANCE REQUIREMENTS FOR PUBLIC
12 CHARTER SCHOOLS; PROVIDING FOR THE CREATION, RENEWAL, REVOCATION, AND CLOSURE OF
13 PUBLIC CHARTER SCHOOLS; PROVIDING FOR PERFORMANCE MEASURES FOR PUBLIC CHARTER
14 SCHOOLS; PROVIDING FOR FUNDING OF PUBLIC CHARTER SCHOOLS; ESTABLISHING THE PUBLIC
15 CHARTER SCHOOL ACCOUNT; AND PROVIDING AN EFFECTIVE DATE.”
16
17 BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF MONTANA:
18
19 NEW SECTION. Section 1. Short title. [Sections 1 through 14] may be cited as the "Public Charter
20 Schools Act".
21
22 NEW SECTION. Section 2. Public charter schools -- legislative findings and intent. (1) The
23 legislature finds that:
24 (a) parents desire education options for their children;
25 (b) expanding educational opportunities for K-12 education within the state is a necessary and
26 valid public purpose; and
27 (c) creating options that assist parents and encourage students to develop their full educational
28 potential is vital to the economic competitiveness of the state.
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1 (2) It is the legislature's intent to establish public charter schools for the purposes of:
2 (a) enhancing Montana's system of education to develop the full educational potential of each
3 person;
4 (b) enabling parents to make decisions on how best to educate their children;
5 (c) providing other public educational opportunities for all students, especially those at risk of
6 academic failure;
7 (d) encouraging and inspiring the use of different models of teaching, governing, scheduling, and
8 providing instruction in both public charter schools and noncharter public schools to meet a variety of student
9 needs; and
10 (e) advancing Montana's commitment to the preservation of American Indian cultural identity,
11 pursuant to Article X, section 1(2), of the Montana constitution, and to the elimination of the American Indian
12 achievement gap by encouraging students, parents, and community members in Indian country to pursue
13 alternative educational opportunities through public charter schools.
14 (3) It is the legislature's intent to create a limited number of innovative and high-performing public
15 charter schools under the general supervision of the board of public education.
16
17 NEW SECTION. Section 3. Definitions. As used in [sections 1 through 14], unless the context
18 clearly indicates otherwise, the following definitions apply:
19 (1) "Applicant" means a group of residents of the located school district or county of the located
20 school district or the local school board of the located school district that submits a proposal for a public charter
21 school to the board of public education.
22 (2) "Board of public education" means the board created by Article X, section 9(3), of the Montana
23 constitution and 2-15-1507. For the purposes of public charter schools established under [sections 1 through
24 14], the board of public education is the sole entity authorized to enter into charter contracts with a governing
25 board.
26 (3) "Charter contract" means a fixed-term, renewable contract between a governing board of a
27 public charter school and the board of public education that outlines the roles, powers, responsibilities, and
28 performance expectations for each party to the contract.
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1 (4) "Governing board" means the independent board of trustees of a public charter school or the
2 local school board that is a party to the charter contract with the board of public education and that exercises
3 supervision and control over a charter school pursuant to the charter contract.
4 (5) "Local school board" means a board of trustees exercising supervision and control of the
5 schools and programs of a local school district pursuant to Article X, section 8, of the Montana constitution and
6 the laws of the state of Montana.
7 (6) "Located school district" means the school district in which a proposed, preoperational, or
8 operational public charter school is located.
9 (7) "Noncharter public school" means a public school that is under the supervision and control of a
10 local school board or the state and is not operating under a charter contract pursuant to [section 6].
11 (8) "Parent" means a parent, guardian, or other person or entity having legal custody of a child.
12 (9) "Public charter school" means a public school that:
13 (a) has autonomy over decisions including but not limited to matters concerning finance,
14 personnel, scheduling, curriculum, and instruction as defined in a charter contract;
15 (b) is governed by a governing board;
16 (c) is established and operated under the terms of a charter contract;
17 (d) allows parents choose to enroll their children;
18 (e) admits students on the basis of a lottery if more students apply for admission than can be
19 accommodated;
20 (f) provides a program of education that may include any or all grades from kindergarten through
21 grade 12 and vocational education programs;
22 (g) operates in pursuit of a specific set of educational objectives as defined in its charter contract;
23 (h) operates under the general supervision of the board of public education in accordance with its
24 charter contract; and
25 (i) if the school is a high school, establishes graduation requirements and has authority to award
26 degrees and issue diplomas.
27 (10) "Resident school district" means the public school district in which a student resides.
28 (11) "Student" means a child who is eligible for attendance in a public school in the state.
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68th Legislature 2023 HB 549.1
1
2 NEW SECTION. Section 4. Board of public education responsibilities. (1) In accordance with
3 [sections 1 through 14], the board of public education is responsible for executing the following essential
4 powers and duties:
5 (a) soliciting and evaluating charter proposals;
6 (b) approving charter proposals that meet identified educational needs and promote a diversity of
7 educational choices, including but not limited to:
8 (i) increasing standards for student achievement;
9 (ii) closing achievement gaps between high-performing and low-performing groups of public
10 school students;
11 (iii) increasing educational opportunities within the public education system;
12 (iv) providing alternative learning environments for students who are not thriving in traditional
13 school settings;
14 (v) lowering the dropout rate;
15 (vi) creating new professional opportunities for teachers and other school personnel;
16 (vii) encouraging the use of different models of teaching and learning; and
17 (viii) providing students, parents, community members, and local entities with expanded
18 opportunities for involvement in the public education system;
19 (c) denying approval of charter proposals that fail to provide clear and convincing proof of their
20 likelihood of success;
21 (d) negotiating and executing sound charter contracts with each approved public charter school;
22 (e) monitoring approved public charter schools' performance and legal compliance with charter
23 contract terms; and
24 (f) determining whether each charter contract merits renewal, nonrenewal, or revocation.
25 (2) On or before December 1 of each year, beginning in the first year that a public charter school
26 has been in operation for a full school year, the board of public education shall publish to the board's website
27 and submit to the legislature in accordance with 5-11-210 an annual report on the state's public charter schools
28 for the school year ending in the preceding calendar year. The annual report must include:
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1 (a) a comparison of the performance of public charter school students with the performance of
2 academically, ethnically, and economically comparable groups of students in noncharter public schools; and
3 (b) the board's assessment of the successes, challenges, and areas for improvement in meeting
4 the purposes of [sections 1 through 14], including the board's assessment of the sufficiency of funding for public
5 charter schools and any suggested changes in state law or policy necessary to strengthen the state's public
6 charter schools.
7
8 NEW SECTION. Section 5. Public charter school proposal process. (1) To solicit, encourage, and
9 guide the development of public charter schools, the board of public education shall issue and broadly publicize
10 a request for proposal by October 1 in 2023 and by June 1 of each year thereafter. The content and
11 dissemination of the request for proposal must be consistent with the purposes and requirements of [sections 1
12 through 14].
13 (2) The request for proposal must include:
14 (a) the criteria that will guide the board's decision to approve or deny a charter proposal;
15 (b) clear and detailed questions designed to gauge an applicant's capacity to establish and
16 operate a successful public charter school, as well as guidelines concerning the format and content of an
17 applicant's response to the request for proposal.
18 (3) A request for proposal must require applicants to describe thoroughly the following essential
19 elements of their public charter school proposal:
20 (a) an executive summary;
21 (b) the mission and vision of the proposed public charter school, including identification of the
22 targeted student population and the community the school proposes to serve;
23 (c) the school district in which the public charter school is proposed to be located and operate;
24 (d) the grades to be served each year for the full term of the charter contract;
25 (e) the minimum, planned, and maximum enrollment per year for the term of the charter contract;
26 (f) specific evidence:
27 (i) of significant community support for the proposed public charter school; and
28 (ii) for an applicant that is not a local school board:
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1 (A) that the applicant has sought from the local school board the creation of a school or program of
2 the located school district serving the mission and vision of the proposed public charter school; and
3 (B) the local school board declined to create the school or program or submit to the board of public
4 education a proposal for the creation of a public charter school consistent with the mission and vision of the
5 proposed public charter school;
6 (g) for an applicant that is not a local school board, background information on the initial governing
7 board members and, if identified, the proposed school leadership and management team;
8 (h) the proposed public charter school's proposed calendar and sample daily schedule;
9 (i) a description of the academic program, including:
10 (i) plans to formally assess student achievement on an annual basis; and
11 (ii) variances to existing standards that the proposed public charter school requires;
12 (j) a description of the proposed public charter school's instructional design, including the type of
13 learning environment, class size and structure, curriculum overview, and teaching methods;
14 (k) the proposed public charter school's plans for identifying and successfully serving students with
15 disabilities, students who are English language learners, students who are academically challenged, and gifted
16 students, including but not limited to compliance with applicable laws and regulations;
17 (l) a description of cocurricular or extracurricular programs, if any, and how the programs will be
18 funded and delivered;
19 (m) plans and timelines for student recruitment and enrollment, including lottery procedures;
20 (n) the proposed public charter school's student discipline policies, including those for special
21 education students;
22 (o) an organizational chart that clearly presents the proposed public charter school's organizational
23 structure, including lines of authority and reporting between the governing board, staff, related bodies such as
24 advisory bodies or parent and teacher councils, and external organizations that will play a role in managing the
25 school;
26 (p) a clear description of the roles and responsibilities for the governing board, the proposed public
27 charter school's leadership and management team, and other entities shown in the organizational chart;
28 (q) a staffing chart for the proposed public charter school's first year and a staffing plan for the
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1 term of the charter;
2 (r) plans for recruiting and developing school leadership and staff;
3 (s) the proposed public charter school's leadership and teacher employment policies, including
4 performance evaluation plans;
5 (t) proposed governing bylaws;
6 (u) explanations of any partnerships or contractual relationships central to the proposed public
7 charter school's operations or mission;
8 (v) the proposed public charter school's plans for providing transportation, food service, and all
9 other significant operational or ancillary services, if any;
10 (w) opportunities and expectations for parent involvement;
11 (x) a detailed school startup plan, identifying tasks, timelines, and responsible individuals;
12 (y) a description of the proposed public charter school's financial plan and policies, including
13 financial controls and audit requirements;
14 (z) a description of the insurance coverage the proposed public charter school will obtain;
15 (aa) startup and 5-year budgets with clearly stated assumptions;
16 (bb) startup and first-year cash flow projections with clearly stated assumptions;
17 (cc) evidence of anticipated fundraising contributions, if claimed in the proposal; and
18 (dd) a sound facilities plan, including backup or contingency plans, if appropriate.
19 (4) If a public charter school proposal does not contain the elements required in subsection (3), the
20 board shall consider the proposal incomplete and return the proposal to the applicant without taking further
21 action.
22 (5) In reviewing and evaluating charter proposals, the board shall employ procedures, practices,
23 and criteria consistent with nationally recognized best practices, principles, and standards for the authorization
24 of public charter schools. The proposal review process must include thorough evaluation of each written charter
25 proposal, an in-person interview with the applicant, and an opportunity in a public forum for local residents to
26 learn about and p