PRIOR PRINTER'S NO. 120 PRINTER'S NO. 1125
No. 123 Session of 1997
INTRODUCED BY MOWERY, SALVATORE, HART, TOMLINSON, JUBELIRER, AFFLERBACH, THOMPSON, MUSTO, KASUNIC, RHOADES, HELFRICK, DELP AND PICCOLA, JANUARY 21, 1997
SENATOR RHOADES, EDUCATION, AS AMENDED, JUNE 2, 1997
AN ACT 1 Establishing the Basic Education - Higher Education Science <-- 2 Partnership Program; creating the Basic Education - Higher 3 Education Science Partnership Advisory Committee; providing 4 for business tax credits; and making an appropriation. 5 TABLE OF CONTENTS 6 Section 1. Short title. 7 Section 2. Declaration of policy. 8 Section 3. Definitions. 9 Section 4. Establishment of Basic Education - Higher 10 Education Science Partnership Program. 11 Section 5. School collaborative regions. 12 Section 6. Voluntary participation. 13 Section 7. Request for proposals. 14 Section 8. Formation of basic education - higher education 15 science partnerships. 16 Section 9. State funding. 17 Section 10. Grants and other funding sources. 18 Section 11. Basic Education - Higher Education Science
1 Partnership Advisory Committee. 2 Section 12. Meetings and chairperson. 3 Section 13. Compensation and expenses. 4 Section 14. Support. 5 Section 15. Powers and duties of department. 6 Section 16. Business tax credit for donated equipment or 7 supplies authorized. 8 Section 17. Note of donation. 9 Section 18. Limit on total credit. 10 Section 19. Unused credit. 11 Section 20. Powers and duties of Department of Revenue. 12 Section 21. Reports. 13 Section 22. Appropriation. 14 Section 23. Expiration. 15 Section 24. Effective date. 16 PROVIDING FOR A FEASIBILITY STUDY RELATING TO THE ESTABLISHMENT <-- 17 OF A PENNSYLVANIA SCIENCE PARTNERSHIP PROGRAM. 18 THE GENERAL ASSEMBLY FINDS AND DECLARES AS FOLLOWS: 19 (1) A WELL-TRAINED AND WELL-EDUCATED WORK FORCE IS 20 ESSENTIAL TO THE ECONOMIC WELL-BEING OF THIS COMMONWEALTH. 21 (2) MANY OF THE FASTEST GROWING SECTORS OF THE ECONOMY 22 ARE IN AREAS WHICH REQUIRE TECHNICAL COMPETENCE AND AN 23 EDUCATIONAL BACKGROUND THAT INCLUDES A SOLID FOUNDATION IN 24 THE CHEMICAL, PHYSICAL, BIOLOGICAL AND EARTH SCIENCES. 25 (3) MANY SCHOOLS IN THIS COMMONWEALTH DO NOT HAVE THE 26 FINANCIAL RESOURCES TO PROVIDE THEIR STUDENTS WITH THE 27 ADVANCED SCIENCE CURRICULUM NEEDED FOR THE WORKPLACES AND 28 HIGH TECHNOLOGY INDUSTRIES OF THE 21ST CENTURY. SHARING 29 RESOURCES IS A COST-EFFECTIVE AND PROVEN METHOD OF ENSURING 30 THAT ALL OF THIS COMMONWEALTH'S SCHOOL CHILDREN HAVE ACCESS 19970S0123B1125 - 2 -
1 TO A HIGH-QUALITY SCIENCE CURRICULUM THAT PROVIDES HANDS-ON 2 EXPERIENCE WITH MODERN AND SOPHISTICATED SCIENTIFIC AND 3 TECHNICAL EQUIPMENT. 4 (4) SIGNIFICANT OPPORTUNITIES EXIST FOR COLLABORATION 5 BETWEEN THE BASIC EDUCATION AND HIGHER EDUCATION SYSTEMS OF 6 THIS COMMONWEALTH TO ENHANCE THE EDUCATION OF THIS 7 COMMONWEALTH'S SCHOOL CHILDREN. 8 (5) STUDENTS NEED THE OPPORTUNITY TO LEARN SCIENCE BY 9 PRACTICING SCIENCE. THIS COMMONWEALTH MUST GRADUATE STUDENTS 10 WHO ARE MORE SCIENTIFICALLY LITERATE AND WHO ARE BETTER ABLE 11 TO PURSUE CAREERS AND JOBS IN FIELDS THAT REQUIRE SUCH 12 LITERACY. 13 (6) TEACHERS WHO ARE THE ONLY PHYSICS OR CHEMISTRY 14 TEACHER IN THEIR SCHOOL NEED NOT WORK IN ISOLATION. 15 (7) TEACHERS REQUIRE GREATER OPPORTUNITIES FOR 16 PROFESSIONAL DEVELOPMENT IN SCIENCE, INCLUDING TRAINING TO 17 INCORPORATE NEW SCIENCE EQUIPMENT INTO THE TEACHING 18 CURRICULA. 19 (8) IT IS THEREFORE THE INTENT OF THE GENERAL ASSEMBLY 20 AND THE PURPOSE OF THIS ACT TO DIRECT THE DEPARTMENT OF 21 EDUCATION TO EXAMINE THE FEASIBILITY OF ESTABLISHING THE 22 PENNSYLVANIA SCIENCE PARTNERSHIP PROGRAM TO PROVIDE ENHANCED 23 EDUCATIONAL OPPORTUNITIES IN THE FIELDS OF SCIENCE TO THIS 24 COMMONWEALTH'S SCHOOL CHILDREN, ESPECIALLY CHILDREN ATTENDING 25 SCHOOLS THAT DO NOT HAVE THE FINANCIAL RESOURCES TO PROVIDE 26 AN ENRICHED SCIENCE CURRICULUM. 27 The General Assembly of the Commonwealth of Pennsylvania 28 hereby enacts as follows: 29 Section 1. Short title. <-- 30 This act shall be known and may be cited as the Basic 19970S0123B1125 - 3 -
1 Education and Higher Education Science Partnership Act. 2 Section 2. Declaration of policy. 3 (a) Findings.--The General Assembly finds and declares as 4 follows: 5 (1) A well-trained and well-educated work force is 6 essential to the economic well-being of this Commonwealth. 7 (2) Many of the fastest growing sectors of the economy 8 are in areas which require technical competence and an 9 educational background that includes a solid foundation in 10 the chemical, physical, biological and earth sciences. 11 (3) Many schools in this Commonwealth do not have the 12 financial resources to provide their students with the 13 advanced science curriculum needed for the workplaces and 14 high technology industries of the 21st century. 15 (4) Sharing resources is a cost-effective and proven 16 method of ensuring that all of this Commonwealth's school 17 children have access to a high-quality science curriculum 18 that provides hands-on experience with modern and 19 sophisticated scientific and technical equipment and that 20 provides teachers with the training and education they need 21 to incorporate the use of these types of equipment into their 22 teaching curricula. 23 (5) Significant opportunities exist for collaboration 24 between the basic education and higher education systems of 25 this Commonwealth to enhance the education of this 26 Commonwealth's school children. 27 (b) Intent.--It is the intent of the General Assembly and 28 the purpose of this act to establish the Basic Education - 29 Higher Education Science Partnership Program to provide enhanced 30 educational opportunities in the fields of science to this 19970S0123B1125 - 4 -
1 Commonwealth's school children, especially children attending 2 schools that do not have the financial resources to provide an 3 enriched science curriculum. 4 Section 3. Definitions. 5 The following words and phrases when used in this act shall 6 have the meanings given to them in this section unless the 7 context clearly indicates otherwise: 8 "Basic education." Education provided by the elementary and 9 secondary schools of this Commonwealth. 10 "Business entity." A corporation having capital stock, 11 joint-stock association or limited partnership, either organized 12 under the laws of the United States, this Commonwealth or any 13 other state, territory or foreign country or dependency, and 14 doing business in this Commonwealth, or having capital or 15 property employed or used in this Commonwealth by or in the name 16 of itself or any person, partnership, association, limited 17 partnership, joint-stock association or corporation and subject 18 to taxes under Article IV or VI of the act of March 4, 1971 19 (P.L.6, No.2), known as the Tax Reform Code of 1971. The term 20 shall also include businesses operating as Pennsylvania S 21 corporations, sole proprietorships or partnerships that are 22 subject to taxes under Article III of the Tax Reform Code of 23 1971 and building and loan associations, banks, bank and trust 24 companies, national banks, savings institutions, trust companies 25 and insurance and surety companies that are subject to taxes 26 under Article VI, VII, VII-A, VIII, VIII-A, IX, X or XV of the 27 Tax Reform Code of 1971. 28 "Computer equipment." A data processor which can be 29 programmed in at least two standard computer languages, which 30 has a random access memory with a capacity for at least 32,000 19970S0123B1125 - 5 -
1 bytes and is or can be used connected to a screen for visual 2 display of data and information. The term includes display 3 screens or monitors, printers, disk drives, including CD-ROM 4 (compact disk-read only memory) drives or readers, networking 5 and computer hardware and software to enable local area 6 networking (LAN), wide area networking (WAN) and Internet 7 capabilities, installation costs and software, if donated with a 8 data processor or that can be used to enhance a school's 9 existing computer resources or capabilities. 10 "Computer software." Computer programs and instruction in 11 the use of the program donated by a business entity. 12 "Department." The Department of Education of the 13 Commonwealth. 14 "Donated equipment." Computer, scientific or technical 15 equipment given to a basic education - higher education science 16 partnership solely for educational purposes and not transferred 17 for money, property, services or other consideration. The 18 original use of the equipment immediately after the donation 19 shall be by the donee. 20 "Donated services." Labor donated by an individual to a 21 basic education higher education science partnership used either 22 in classroom instruction or training to classroom teachers 23 participating in the Basic Education - Higher Education Science 24 Partnership Program, provided that the individual is an employee 25 of a business entity and has donated the labor with the 26 knowledge and assent of that business entity. Donated labor 27 shall include, but not be limited to, instruction and training 28 on the use of the donated equipment, installation of the donated 29 equipment and any necessary modifications to a school classroom 30 or school facility, including, but not limited to, rewiring of 19970S0123B1125 - 6 -
1 the electrical system, in order for the donated equipment to 2 function. 3 "Donated supplies." Chemicals and other materials used in 4 conducting scientific experiments or in conjunction with 5 scientific or technical equipment, including, but not limited 6 to, safety glasses, beakers, graduated cylinders and other 7 scientific glassware. 8 "Higher education institution." Any public or private two- 9 year or four-year or higher postsecondary institution in this 10 Commonwealth that has been accredited at the college level by an 11 accrediting agency recognized by the United States Secretary of 12 Education. 13 "Market value." The retail sale price of computer, 14 scientific or technical equipment. 15 "Participating school and school district." A public school 16 or school district that elects to participate in the Basic 17 Education - Higher Education Science Partnership Program. 18 "Program." The Basic Education - Higher Education Science 19 Partnership Program created under this act. 20 "Residual value." The difference between the market price of 21 the donated equipment and any depreciation allowances which have 22 been authorized for the equipment. 23 "Scientific or technical equipment." Technical or electronic 24 equipment used in teaching science courses, including laboratory 25 equipment which is not older than five years. The equipment may 26 include equipment that is routinely used in the teaching of 27 science and equipment that is not routinely used in the teaching 28 of a science curriculum but that is commonly used in the 29 workplaces and fields of health, the environment, scientific 30 research, biology, chemistry, geology or other earth sciences, 19970S0123B1125 - 7 -
1 physics or other scientific field, and which can be used by a 2 basic education - higher education science partnership to 3 significantly enhance the teaching of and students' exposure to 4 science. 5 "Secretary." The Secretary of Education of the Commonwealth. 6 Section 4. Establishment of Basic Education - Higher Education 7 Science Partnership Program. 8 There is hereby established the Basic Education - Higher 9 Education Science Partnership Program to augment and complement 10 the science curriculum provided by the public schools of this 11 Commonwealth. 12 Section 5. School collaborative regions. 13 The department shall divide this Commonwealth into six 14 contiguous school collaborative regions that have approximately 15 an equal number of school children for administration of the 16 Basic Education - Higher Education Science Partnership Program. 17 Section 6. Voluntary participation. 18 Participation by school districts in the program shall be 19 voluntary. A nonparticipating school district may not prohibit 20 any school within the school district from participating in the 21 program. 22 Section 7. Request for proposals. 23 The department shall solicit proposals from higher education 24 institutions within each school collaborative region for the 25 implementation and operation of the Basic Education - Higher 26 Education Science Partnership Program. Each proposal shall state 27 the manner in which the higher education institution will 28 provide a science program that strengthens and enhances the 29 science curricula being taught at the participating schools and 30 school districts in the school collaborative region, including, 19970S0123B1125 - 8 -
1 but not limited to, the field or fields of science that will be 2 covered, the manner in which access to modern and sophisticated 3 scientific and technical equipment will be provided to students 4 and teachers in participating schools and school districts that 5 may include the use of mobile vans which travel from school to 6 school on a scheduled basis, the grade level or levels of 7 instruction and the professional development activities that 8 will be provided to upgrade the knowledge and skills of science 9 teachers in participating schools and school districts. A higher 10 education institution may enter into an agreement with one or 11 more private or nonprofit entities for the provision of all or 12 part of the science program. 13 Section 8. Formation of basic education - higher education 14 science partnerships. 15 The participating schools and school districts within each 16 school collaborative region shall select the higher education 17 institution with which they will form a basic education - higher 18 education science partnership from among the proposals received 19 by the department from the higher education institutions within 20 the region. In the event that no higher education institution 21 within a school collaborative region submits a proposal or the 22 proposal or proposals that are submitted are not acceptable to 23 the participating schools and school districts, the schools and 24 school districts may petition a higher education institution 25 located outside the region to form a partnership. 26 Section 9. State funding. 27 The Commonwealth shall annually provide $50 per student 28 receiving science instruction through a basic education - higher 29 education science partnership for each participating school 30 district or participating school within a nonparticipating 19970S0123B1125 - 9 -
1 school district with a market value/personal income aid ratio of 2 0.5000 or greater. Participating school districts and 3 participating schools located in nonparticipating school 4 districts with a market value/personal income aid ratio of less 5 than 0.5000 and nonpublic schools that seek to belong to a basic 6 education - higher education science partnership shall pay the 7 department $50 per student receiving science instruction through 8 a science partnership program to help defray the cost of the 9 program. 10 Section 10. Grants and other funding sources. 11 The department shall provide assistance, when necessary, to 12 participating schools and school districts and their higher 13 education partners to obtain additional funding for the program 14 from governmental, corporate or private sources in the form of 15 grants, donations or other funding mechanisms. 16 Section 11. Basic Education - Higher Education Science 17 Partnership Advisory Committee. 18 There is hereby created the Basic Education - Higher 19 Education Science Partnership Advisory Committee. The committee 20 shall consist of 15 members, as follows: 21 (1) The Secretary of Education or his designee. 22 (2) Two representatives designated by participating 23 schools and school districts from each of the school 24 collaborative regions. 25 (3) One member of the Council of Basic Education. 26 (4) One member of the Council of Higher Education. 27 The committee shall establish standards for the implementation 28 and operation of the Basic Education - Higher Education Science 29 Partnership Program. 30 Section 12. Meetings and chairperson. 19970S0123B1125 - 10 -
1 The secretary shall convene the first meeting of the 2 committee within three months of the effective date of this act. 3 Meetings of the committee shall be held at least quarterly or at 4 the call of the chairperson. A chairperson shall be chosen by a 5 majority vote of the advisory committee members present at the 6 first regularly scheduled meeting. 7 Section 13. Compensation and expenses. 8 Committee members shall be entitled to no compensation for 9 their services as members, but shall be entitled to 10 reimbursement for all necessary expenses incurred in connection 11 with the performance of their duties as members of the 12 committee. 13 Section 14. Support. 14 The department shall provide the appropriate administrative 15 and technical support needed by the committee in order to 16 fulfill its responsibilities. 17 Section 15. Powers and duties of department. 18 The department has the power and its duty shall be to adopt 19 rules, regulations, procedures and forms that may be necessary 20 to implement the Basic Education - Higher Education Science 21 Partnership Program established under this act. 22 Section 16. Business tax credit for donated equipment or 23 supplies authorized. 24 There is hereby authorized a business tax credit for 25 computer, scientific or technical equipment, computer software 26 or services or supplies that have been donated and approved for 27 use by a basic education - higher education science partnership. 28 A business entity shall be entitled to a credit against taxes 29 imposed under Article III, IV, VI, VII, VII-A, VIII, VIII-A, IX, 30 X or XV of the act of March 4, 1971 (P.L.6, No.2), known as the 19970S0123B1125 - 11 -
1 Tax Reform Code of 1971, or any tax substituted in lieu thereof, 2 for the tax year in which any computer, scientific or technical 3 equipment, computer software or supplies were donated for use by 4 a basic education - higher education science partnership. The 5 credit shall be calculated as follows: 6 (1) For new computer, scientific or technical equipment, 7 50% of the market value. 8 (2) For used computer equipment or used scientific or 9 technical equipment that is two years old or less, 50% of the 10 residual value. 11 (3) For used computer equipment or used scientific or 12 technical equipment that is more than two years old but less 13 than five years old, 25% of the residual value. 14 (4) For computer software, 50% of the actual acquisition 15 cost of the software. 16 (5) For supplies, 25% of the actual acquisition cost. 17 (6) For service donations, 50% of the wages or salary of 18 the employee whose labor has been donated. 19 Section 17. Note of donation. 20 In accordance with regulations adopted by the Department of 21 Revenue, the business entity shall submit a note of donation 22 which shall include the following: 23 (1) A description of the donated equipment, computer 24 software, supplies or services. 25 (2) An appraisal of the value of the donated equipment, 26 computer software, supplies or services. 27 (3) A statement by the donee that the donated equipment, 28 computer software, supplies or services have been received 29 and verifying that the equipment, computer software, supplies 30 or services will be used by a basic education - higher 19970S0123B1125 - 12 -
1 education science partnership. 2 (4) An affidavit by the donee that no special 3 consideration was made in exchange for the donation. 4 Section 18. Limit on total credit. 5 The following limits are imposed on the tax credits made 6 available under this act: 7 (1) The total tax credit that may be claimed by any 8 single business entity shall not exceed $150,000 in any one 9 year. 10 (2) The total amount of all tax credits authorized under 11 this act shall not exceed $5,000,000 in any one fiscal year. 12 Section 19. Unused credit. 13 Any portion of a tax credit that remains unused during a 14 business entity's fiscal year may be applied against the tax 15 imposed under Article IV, VI, VII, VII-A, VIII, VIII-A, IX, X or 16 XV of the act of March 4, 1971 (P.L.6, No.2), known as the Tax 17 Reform Code of 1971, or any tax substituted in lieu thereof, for 18 the ensuing five fiscal years. 19 Section 20. Powers and duties of Department of Revenue. 20 The Department of Revenue has the power and its duty shall be 21 to adopt rules, regulations, procedures and forms that may be 22 necessary to implement the business tax credit program 23 authorized under this act. 24 Section 21. Reports. 25 The department shall file an annual report with the Governor 26 and with the chairman of the Education Committee of the Senate 27 and the chairman of the Education Committee of the House of 28 Representatives on the Basic Education - Higher Education 29 Science Partnership Program by September 1 of each year. The 30 report shall describe the types of science partnerships created, 19970S0123B1125 - 13 -
1 the number of schools and school districts and elementary and 2 secondary education students participating in the program, a 3 detailed breakdown of the costs of the program and the impact of 4 the program on the level of scientific knowledge of school 5 children. 6 Section 22. Appropriation. 7 The sum of $5,600,000, or as much thereof as may be 8 necessary, is hereby appropriated to the Department of Education 9 for fiscal year July 1, 1997, to June 30, 1998, and each year 10 thereafter, to effectuate the purposes of this act. 11 Section 23. Expiration. 12 This act shall expire June 30, 2002, unless extended by the 13 General Assembly. 14 Section 24. Effective date. 15 This act shall take effect in 60 days. 16 SECTION 1. DEFINITIONS. <-- 17 THE FOLLOWING WORDS AND PHRASES WHEN USED IN THIS ACT SHALL 18 HAVE THE MEANINGS GIVEN TO THEM IN THIS SECTION UNLESS THE 19 CONTEXT CLEARLY INDICATES OTHERWISE: 20 "DEPARTMENT." THE DEPARTMENT OF EDUCATION OF THE 21 COMMONWEALTH. 22 "HIGHER EDUCATION INSTITUTION." ANY PUBLIC OR PRIVATE TWO- 23 YEAR OR FOUR-YEAR OR HIGHER POSTSECONDARY INSTITUTION IN THIS 24 COMMONWEALTH THAT HAS BEEN ACCREDITED AT THE COLLEGE LEVEL BY AN 25 ACCREDITING AGENCY RECOGNIZED BY THE UNITED STATES SECRETARY OF 26 EDUCATION, OR EQUIVALENT. 27 SECTION 2. REPORTS. 28 THE DEPARTMENT SHALL FILE A REPORT WITH THE GOVERNOR AND WITH 29 THE CHAIRMAN OF THE EDUCATION COMMITTEE OF THE SENATE AND THE 30 CHAIRMAN OF THE EDUCATION COMMITTEE OF THE HOUSE OF 19970S0123B1125 - 14 -
1 REPRESENTATIVES ON THE FEASIBILITY OF ESTABLISHING A 2 PENNSYLVANIA SCIENCE PARTNERSHIP PROGRAM BY JANUARY 1, 1998. THE 3 REPORT SHALL DESCRIBE THE TYPES OF SCIENCE PARTNERSHIPS CREATED 4 IN SELECTED COMMUNITIES OF THIS COMMONWEALTH, TO BE DETERMINED 5 BY THE SECRETARY OF EDUCATION. AT A MINIMUM, PROGRAMS OF THIS 6 TYPE IN PHILADELPHIA, PITTSBURGH AND AT JUNIATA COLLEGE AND 7 LEBANON VALLEY COLLEGE SHALL BE EXAMINED. THE DEPARTMENT SHALL 8 CONSIDER THE BENEFITS OF THE PARTNERSHIP AND THE INVOLVEMENT OF 9 SCHOOL DISTRICTS, HIGHER EDUCATION INSTITUTIONS AND SCIENCE 10 MUSEUMS. THE DEPARTMENT SHALL SURVEY SCHOOL DISTRICTS TO 11 DETERMINE THE NUMBER OF ELEMENTARY AND SECONDARY EDUCATION 12 STUDENTS PARTICIPATING IN VARIOUS SCIENCE PROGRAMS, A DETAILED 13 BREAKDOWN OF THE COSTS OF THESE PROGRAMS AND THE IMPACT OF THE 14 PROGRAMS ON THE LEVEL OF SCIENTIFIC KNOWLEDGE OF SCHOOL 15 CHILDREN. 16 SECTION 3. EFFECTIVE DATE. 17 THIS ACT SHALL TAKE EFFECT IMMEDIATELY. L13L24JS/19970S0123B1125 - 15 -