1 of 1 SENATE DOCKET, NO. 819 FILED ON: 1/14/2025 SENATE . . . . . . . . . . . . . . No. 950 The Commonwealth of Massachusetts _________________ PRESENTED BY: Pavel M. Payano _________________ 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 :Pavel M. PayanoFirst Essex 1 of 7 SENATE DOCKET, NO. 819 FILED ON: 1/14/2025 SENATE . . . . . . . . . . . . . . No. 950 By Mr. Payano, a petition (accompanied by bill, Senate, No. 950) of Pavel M. Payano for legislation to require higher education institutions to issue an annual report to the attorney general and department of higher education on their prior year admissions preference. Higher Education. 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 stage of the 6admissions process and receive an expedited admissions decision but does not require the student 7to 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 stage of 9the admissions process, receive an expedited admissions decision, and absent extenuating 10circumstances, requires the student to pledge to attend the institution upon receiving a decision 11of admittance. 2 of 7 12 “Endowment”, a fund or collection of funds that supports the operation of a higher 13education institution, and that is not wholly expendable by the institution on a current basis under 14the terms of the applicable gift instrument or as per the intent of the donor, trustee or board of 15directors of the higher education institution or related foundation. 16 “Higher education institution”, a public or private certificate- or degree-granting college, 17junior college or university, as authorized by the board of higher education pursuant to section 9. 18 “Legacy”, a candidate for admission to a higher education institution with a relative who 19attended or attends that higher education institution. 20 (b) Annually, not later than December 31, all 4-year, degree-granting higher education 21institutions shall transmit to the office of the attorney general and the department of higher 22education the following information annually: 23 (i) an averment as to whether the institution executed in the prior year an admissions 24preference or special policy for: (1) legacy applicants; (2) students related to any past, current or 25prospective donor; (3) students who apply early decision; and (4) students who apply early 26action; 27 (ii) the percentage of first year, full-time students enrolled at the higher education 28institution in the previous academic year who are members of the following separately 29disaggregated subgroups: 30 (1) students that receive a maximum federal Pell Grant; 31 (2) students that receive a less than maximum federal Pell Grant; 32 (3) students that receive a federal subsidized Stafford Loan but not a federal Pell Grant; 3 of 7 33 (4) students who are a legacy, with separate disaggregated reporting within by major 34racial subgroup, receipt of a maximum federal Pell Grant and receipt of a less than maximum 35federal Pell Grant; 36 (5) students admitted as per an early decision policy, with separate disaggregated 37reporting within by major racial subgroup, receipt of a maximum federal Pell Grant and receipt 38of a less than maximum federal Pell Grant; 39 (6) students admitted as per an early action policy, with separate disaggregated reporting 40within by major racial subgroup, receipt of a maximum federal Pell Grant and receipt of a less 41than maximum federal Pell Grant; and 42 (7) students admitted to the institution through regular decision, with separate 43disaggregated reporting within by major racial subgroup, receipt of a maximum federal Pell 44Grant and receipt of a less than maximum federal Pell Grant; 45 (iii) the number of student applicants identified as having legacy status and their 46admission rate, as well as the percentage of admitted legacy students among all admitted 47students, and their enrollment rate; 48 (iv) the number of student applicants who apply early decision and early action, and 49admission rate of each; and 50 (v) public service fee amounts contributed by each higher education institution per annum 51to the Higher Education Opportunity Trust Fund, established in section 35TTT of chapter 10. 4 of 7 52 (c) The office of the attorney general and the department of higher education shall make 53the information received pursuant to subsection (b) publicly available, disaggregated by higher 54education institution. 55 (d) No higher education institution shall as a matter of written or unwritten policy, absent 56paying a public service fee in an amount consistent with the provisions of subsection (e): 57 (i) consider legacy status as a factor in admitting a student applicant; 58 (ii) consider a student applicant’s relationship to a past, current or prospective donor to 59the higher education institution as a factor in admitting a student applicant; or 60 (iii) carry out an early decision plan. 61 (e) (1) A higher education institution that violates a provision of this section shall pay a 62public service fee to the Trust established in section 2 of a sum calculated according to the 63following schedule: 64 (i) 0.01 per cent of its endowment for any offending higher education institution with an 65endowment per student of less than $50,000, as reported in the higher education institution’s 66most recent annual report; 67 (ii) 0.05 per cent of its endowment for any offending higher education institution with an 68endowment per student of greater than $50,000 but less than $500,000, as reported in the higher 69education institution’s most recent annual report; 70 (iii) 0.1 per cent of its endowment for any offending higher education institution with an 71endowment per student of greater than $500,000 but less than $1,000,000, as reported in the 72higher education institution’s most recent annual report; 5 of 7 73 (iv) 0.15 per cent of its endowment for any offending higher education institution with an 74endowment per student of greater than $1,000,000 but less than $2,000,000, as reported in the 75higher education institution’s most recent annual report; 76 (v) 0.2 per cent of endowment for any offending higher education institution with an 77endowment per student of greater than $2,000,000, as reported in the higher education 78institution’s most recent annual report. 79 (2) No offending higher education institution with endowment assets in excess of $1.5 80billion shall pay a public service fee of less than $1 million. No college with endowment assets 81in excess of $2 billion shall pay a public service fee of less than $2 million. 82 (3) Where a higher education institution is part of a university, the calculations required 83by paragraph (1) shall be based on the endowment of the university and associated endowment 84funds. 85 (f) (1) The attorney general shall establish procedures and promulgate regulations to carry 86out the provisions of this section. The attorney general may investigate compliance by individual 87higher education institutions and assess public service fee amounts for non-compliance in 88accordance with subsection (e). 89 (2) The attorney general shall provide written notice to any higher education institution 90that fails to timely comply with the established reporting requirements of subsection (b). The 91attorney general shall notify higher education institutions that failure to respond within 2 weeks 92of the written notice without just cause may result in the assessment of the public service fee in 93subsection (e). 6 of 7 94 (3) No higher education institution shall pay a public service fee in excess of the 95applicable amount in the schedule in subsection (e) in any 1 calendar year. 96 (4) All monies collected pursuant to this section shall be deposited in the Higher 97Educational Opportunity Trust Fund, established in section 35TTT of chapter 10. 98 SECTION 2. Chapter 10 of the General Laws is hereby amended by inserting after 99section 35SSS the following section:- 100 Section 35TTT. (a) There shall be established and set up on the books of the 101commonwealth a Higher Education Opportunity Trust Fund, for the purposes of supporting 102certificate and degree attainment at the commonwealth’s public community college segment and 103state university segment of the system of public institutions of higher education, as defined in 104section 5 of chapter 15A. The fund shall be administered by the executive office of education, as 105directed by the fund board of trustees established in subsection (b) and in consultation with the 106department of higher education. No expenditure from the fund shall cause the fund to be in 107deficiency at the close of a fiscal year. Monies not expended at the end of each fiscal year shall 108remain in the fund and shall not revert to the General Fund. The fund shall not be subject to 109appropriation. 110 (b) The fund shall be managed by a board of trustees, which shall have general 111supervision of the trust and shall direct all expenditures from the fund to the community college 112and state university segments within the commonwealth system of public institutions of higher 113education, as defined in section 5 of chapter 15A, in its discretion. The full duties and obligations 114of the board shall be set forth in a declaration of trust to be adopted by the board. The board of 115trustees shall consist of 7 voting trustees, including: (i) the commissioner of the department of 7 of 7 116higher education or a designee; (ii) the commissioner of the department of elementary and 117secondary education or a designee, and (iii) 5 additional voting trustees to be appointed by the 118governor, including: 1 person with demonstrated expertise in elementary and secondary 119education, 1 person with demonstrated expertise in higher education, 1 person with demonstrated 120expertise in representing the education workforce as a leader in a labor organization, 1 person 121who is an employee of a Massachusetts community college, as defined in section 10 of chapter 12215A, and 1 person who is an employee of a private higher education institution subject to 123subsection (e) of section 5B of chapter 15A. The appointed voting trustees shall serve for terms 124of 2 years. Trustees shall be eligible for reappointment. The voting trustees shall elect 1 of the 125trustees to serve as the chair. There shall be 6 non-voting trustees, 2 of whom shall be appointed 126by the senate president, 1 of whom shall be appointed by the minority leader of the senate, 2 of 127whom shall be appointed by the speaker of the house of representatives and 1 of whom shall be 128appointed by the minority leader of the house of representatives. 129 SECTION 3. This act shall take effect on July 1, 2026.