1 of 1 HOUSE DOCKET, NO. 346 FILED ON: 1/8/2025 HOUSE . . . . . . . . . . . . . . . No. 1425 The Commonwealth of Massachusetts _________________ PRESENTED BY: Simon Cataldo _________________ To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General Court assembled: The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill: An Act to advance fairness, integrity, and excellence in higher education admissions. _______________ PETITION OF: NAME:DISTRICT/ADDRESS :DATE ADDED:Simon Cataldo14th Middlesex1/8/2025Francisco E. Paulino16th Essex1/24/2025Mindy Domb3rd Hampshire1/24/2025 1 of 7 HOUSE DOCKET, NO. 346 FILED ON: 1/8/2025 HOUSE . . . . . . . . . . . . . . . No. 1425 By Representative Cataldo of Concord, a petition (accompanied by bill, House, No. 1425) of Simon Cataldo, Francisco E. Paulino and Mindy Domb relative to higher education admissions. Higher Education. [SIMILAR MATTER FILED IN PREVIOUS SESSION SEE HOUSE, NO. 3760 OF 2023-2024.] The Commonwealth of Massachusetts _______________ In the One Hundred and Ninety-Fourth General Court (2025-2026) _______________ An Act to advance fairness, integrity, and excellence in higher education admissions. Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority of the same, as follows: 1 SECTION 1. Chapter 15A of the General Laws is hereby amended by inserting after 2section 5A the following section:- 3 Section 5B. (a) For the purposes of this section, the following terms shall, unless the 4context clearly requires otherwise, have the following meanings: 5 “Early action”, an admissions plan that allows a student to apply at an earlier 6stage of the admissions process and receive an expedited admissions decision but does not 7require the student to pledge to attend the institution upon receiving a decision of admittance. 8 “Early decision”, an admissions plan that allows a student to apply at an earlier 9stage of the admissions process, receive an expedited admissions decision, and absent 2 of 7 10extenuating circumstances, requires the student to pledge to attend the institution upon receiving 11a decision of admittance. 12 “Endowment”, a fund or collection of funds that supports the operation of a 13higher education institution, and that is not wholly expendable by the institution on a current 14basis under the terms of the applicable gift instrument or as per the intent of the donor, trustee or 15board of directors of the higher education institution or related foundation. 16 “Higher education institution”, a public or private certificate- or degree-granting 17college, junior college or university, as authorized by the board of higher education pursuant to 18section 9. 19 “Legacy”, a candidate for admission to a higher education institution with a 20relative who attended or attends that higher education institution. 21 (b) Annually, not later than December 31, all 4-year, degree-granting higher 22education institutions shall transmit to the office of the attorney general and the department of 23higher education the following information annually: 24 (i) an averment as to whether the institution executed in the prior year an 25admissions preference or special policy for: (1) legacy applicants; (2) students related to any 26past, current or prospective donor; (3) students who apply early decision; and (4) students who 27apply early action; 28 (ii) the percentage of first year, full-time students enrolled at the higher education 29institution in the previous academic year who are members of the following separately 30disaggregated subgroups: 3 of 7 31 (1) students that receive a maximum federal Pell Grant; 32 (2) students that receive a less than maximum federal Pell Grant; 33 (3) students that receive a federal subsidized Stafford Loan but not a federal Pell 34Grant; 35 (4) students who are a legacy, with separate disaggregated reporting within by 36major racial subgroup, receipt of a maximum federal Pell Grant and receipt of a less than 37maximum federal Pell Grant; 38 (5) students admitted as per an early decision policy, with separate disaggregated 39reporting within by major racial subgroup, receipt of a maximum federal Pell Grant and receipt 40of a less than maximum federal Pell Grant; 41 (6) students admitted as per an early action policy, with separate disaggregated 42reporting within by major racial subgroup, receipt of a maximum federal Pell Grant and receipt 43of a less than maximum federal Pell Grant; and 44 (7) students admitted to the institution through regular decision, with separate 45disaggregated reporting within by major racial subgroup, receipt of a maximum federal Pell 46Grant and receipt of a less than maximum federal Pell Grant; 47 (iii) the number of student applicants identified as having legacy status and their 48admission rate, as well as the percentage of admitted legacy students among all admitted 49students, and their enrollment rate; 50 (iv) the number of student applicants who apply early decision and early action, 51and admission rate of each; and 4 of 7 52 (v) public service fee amounts contributed by each higher education institution 53per annum to the Higher Education Opportunity Trust Fund, established in section 35TTT of 54chapter 10. 55 (c) The office of the attorney general and the department of higher education shall 56make the information received pursuant to subsection (b) publicly available, disaggregated by 57higher education institution. 58 (d) No higher education institution shall as a matter of written or unwritten policy, 59absent paying a public service fee in an amount consistent with the provisions of subsection (e): 60 (i) consider legacy status as a factor in admitting a student applicant; 61 (ii) consider a student applicant’s relationship to a past, current or prospective 62donor to the higher education institution as a factor in admitting a student applicant; or 63 (iii) carry out an early decision plan. 64 (e) (1) A higher education institution that violates a provision of this section shall 65pay a public service fee to the Trust established in section 2 of a sum calculated according to the 66following schedule: 67 (i) 0.01 per cent of its endowment for any offending higher education institution 68with an endowment per student of less than $50,000, as reported in the higher education 69institution’s most recent annual report; 70 (ii) 0.05 per cent of its endowment for any offending higher education institution 71with an endowment per student of greater than $50,000 but less than $500,000, as reported in the 72higher education institution’s most recent annual report; 5 of 7 73 (iii) 0.1 per cent of its endowment for any offending higher education institution 74with an endowment per student of greater than $500,000 but less than $1,000,000, as reported in 75the higher education institution’s most recent annual report; 76 (iv) 0.15 per cent of its endowment for any offending higher education institution 77with an endowment per student of greater than $1,000,000 but less than $2,000,000, as reported 78in the higher education institution’s most recent annual report; 79 (v) 0.2 per cent of endowment for any offending higher education institution with 80an endowment per student of greater than $2,000,000, as reported in the higher education 81institution’s most recent annual report. 82 (2) No offending higher education institution with endowment assets in excess of 83$1.5 billion shall pay a public service fee of less than $1 million. No college with endowment 84assets in excess of $2 billion shall pay a public service fee of less than $2 million. 85 (3) Where a higher education institution is part of a university, the calculations 86required by paragraph (1) shall be based on the endowment of the university and associated 87endowment funds. 88 (f) (1) The attorney general shall establish procedures and promulgate regulations 89to carry out the provisions of this section. The attorney general may investigate compliance by 90individual higher education institutions and assess public service fee amounts for non- 91compliance in accordance with subsection (e). 92 (2) The attorney general shall provide written notice to any higher education 93institution that fails to timely comply with the established reporting requirements of subsection 6 of 7 94(b). The attorney general shall notify higher education institutions that failure to respond within 2 95weeks of the written notice without just cause may result in the assessment of the public service 96fee in subsection (e). 97 (3) No higher education institution shall pay a public service fee in excess of the 98applicable amount in the schedule in subsection (e) in any 1 calendar year. 99 (4) All monies collected pursuant to this section shall be deposited in the Higher 100Educational Opportunity Trust Fund, established in section 35TTT of chapter 10. 101 SECTION 2. Chapter 10 of the General Laws is hereby amended by inserting 102after section 35SSS the following section:- 103 Section 35TTT. (a) There shall be established and set up on the books of the 104commonwealth a Higher Education Opportunity Trust Fund, for the purposes of supporting 105certificate and degree attainment at the commonwealth’s public community college segment and 106state university segment of the system of public institutions of higher education, as defined in 107section 5 of chapter 15A. The fund shall be administered by the executive office of education, as 108directed by the fund board of trustees established in subsection (b) and in consultation with the 109department of higher education. No expenditure from the fund shall cause the fund to be in 110deficiency at the close of a fiscal year. Monies not expended at the end of each fiscal year shall 111remain in the fund and shall not revert to the General Fund. The fund shall not be subject to 112appropriation. 113 (b) The fund shall be managed by a board of trustees, which shall have general 114supervision of the trust and shall direct all expenditures from the fund to the community college 115and state university segments within the commonwealth system of public institutions of higher 7 of 7 116education, as defined in section 5 of chapter 15A, in its discretion. The full duties and obligations 117of the board shall be set forth in a declaration of trust to be adopted by the board. The board of 118trustees shall consist of 7 voting trustees, including: (i) the commissioner of the department of 119higher education or a designee; (ii) the commissioner of the department of elementary and 120secondary education or a designee, and (iii) 5 additional voting trustees to be appointed by the 121governor, including: 1 person with demonstrated expertise in elementary and secondary 122education, 1 person with demonstrated expertise in higher education, 1 person with demonstrated 123expertise in representing the education workforce as a leader in a labor organization, 1 person 124who is an employee of a Massachusetts community college, as defined in section 10 of chapter 12515A, and 1 person who is an employee of a private higher education institution subject to 126subsection (e) of section 5B of chapter 15A. The appointed voting trustees shall serve for terms 127of 2 years. Trustees shall be eligible for reappointment. The voting trustees shall elect 1 of the 128trustees to serve as the chair. There shall be 6 non-voting trustees, 2 of whom shall be appointed 129by the senate president, 1 of whom shall be appointed by the minority leader of the senate, 2 of 130whom shall be appointed by the speaker of the house of representatives and 1 of whom shall be 131appointed by the minority leader of the house of representatives. 132 SECTION 3. This act shall take effect on July 1, 2026.