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3 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 1 | |
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29 | + | SENATE FLOOR VERSION | |
30 | + | March 23, 2021 | |
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33 | + | ENGROSSED HOUSE | |
3 | 34 | BILL NO. 2078 By: Hilbert, Hasenbeck, Davis, | |
4 | 35 | Echols, O'Donnell and West | |
5 | 36 | (Tammy) of the House | |
6 | 37 | ||
7 | 38 | and | |
8 | 39 | ||
9 | 40 | Taylor of the Senate | |
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13 | 42 | ||
14 | 43 | ||
15 | 44 | ||
16 | 45 | An Act relating to school funding; amending 70 O.S. | |
17 | 46 | 2011, Sections 18-200.1, as amended by Section 1, | |
18 | 47 | Chapter 128, O.S.L. 2020 and 18 -201.1, as last | |
19 | 48 | amended by Section 3, Chapter 61, O.S.L. 2020 (70 | |
20 | 49 | O.S. Supp. 2020, Sections 18 -200.1 and 18-201.1), | |
21 | 50 | which relate to State Aid; modifying calculation for | |
22 | 51 | initial allocation of State Aid; adjusting years of | |
23 | 52 | data to be used in calculating average daily | |
24 | 53 | membership; modifying the July calculation of per | |
25 | 54 | pupil revenue; revising calculation for Foundation | |
26 | 55 | Aid; altering calculation for Salary Incentive Aid; | |
27 | 56 | increasing percentages o f allowable general fund | |
28 | 57 | carryover; prohibiting assessment of carryover | |
29 | 58 | penalty in certain fiscal years; adjusting weighted | |
30 | 59 | calculations for weighted average daily membership; | |
31 | 60 | revising July and December calculations for projected | |
32 | 61 | per pupil revenue; providi ng an effective date; and | |
33 | 62 | providing for conditional effect. | |
34 | 63 | ||
35 | 64 | ||
36 | 65 | ||
37 | 66 | ||
38 | - | SUBJECT: School funding | |
39 | - | ||
40 | 67 | BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: | |
41 | - | ||
42 | 68 | SECTION 1. AMENDATORY 70 O.S. 2011, Section 18 -200.1, as | |
43 | 69 | amended by Section 1, Chapter 128, O.S.L. 2020 (70 O.S. Supp. 2020, | |
44 | 70 | Section 18-200.1), is amended to read as follows: | |
45 | - | ENR. H. B. NO. 2078 Page 2 | |
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46 | 98 | Section 18-200.1 A. Beginning with the 1997-98 2022-2023 | |
47 | 99 | school year, and each school year thereafter, each school district | |
48 | 100 | shall have its initial allocation of State Aid calculated b ased on | |
49 | 101 | the state dedicated revenues actually coll ected during the preceding | |
50 | 102 | fiscal year, the adjusted assessed valuation of the preceding year | |
51 | 103 | and the highest weighted average daily membership for the school | |
52 | 104 | district of the two (2) preceding school years; however, the | |
53 | 105 | weighted membership of nonresident, transferred pupils enrolled in | |
54 | 106 | online courses shall be based on the weighted average daily | |
55 | 107 | membership of the preceding school year. Each school district shall | |
56 | 108 | submit the following data based on the first n ine (9) weeks, to be | |
57 | 109 | used in the calculation of th e average daily membership of the | |
58 | 110 | school district: | |
59 | - | ||
60 | 111 | 1. Student enrollment by grade level; | |
61 | - | ||
62 | 112 | 2. Pupil category counts; and | |
63 | - | ||
64 | 113 | 3. Transportation supplement data. | |
65 | - | ||
66 | 114 | On or before December 30, the State Department of Education | |
67 | 115 | shall determine each school district's current year allocation | |
68 | 116 | pursuant to subsection D of this section. The State Department of | |
69 | 117 | Education shall complete an audit, using procedures established by | |
70 | 118 | the Department, of the student enrollment by gra de level data, pupil | |
71 | 119 | category counts and transport ation supplement data to be used in the | |
72 | 120 | State Aid Formula pursuant to subsection D of this section by | |
73 | 121 | December 1 and by January 15 shall notify each school district of | |
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74 | 149 | the district's final State Aid allocat ion for the current school | |
75 | 150 | year. The January paym ent of State Aid and each subsequent payment | |
76 | 151 | for the remainder of the school year shall be based on the final | |
77 | 152 | State Aid allocation as calculated in subsection D of this section. | |
78 | 153 | Except for reductions made due to the assessment of penalties by the | |
79 | 154 | State Department of Education according to law, the January payment | |
80 | 155 | of State Aid and each subsequent payment for the remainder of the | |
81 | 156 | school year shall not decrease by an amount more than the amount | |
82 | 157 | that the current chargeable revenue increases for that district. | |
83 | - | ||
84 | 158 | B. The State Department of Education shall retain not less than | |
85 | 159 | one and one-half percent (1 1/2%) of the total funds appropriated | |
86 | 160 | for financial support of schools, to be used to make midyear | |
87 | 161 | adjustments in State Aid and which shall be reflected in the fin al | |
88 | 162 | allocations. If the amount of appropriated funds, including the one | |
89 | 163 | and one-half percent (1 1/2%) retained, remaining after January 1 of | |
90 | - | each year is not sufficient to fully fund the final allocations, the | |
164 | + | each year is not sufficient to fully fund the final allocations, the | |
91 | 165 | Department shall recalculate each school distr ict's remaining | |
92 | 166 | allocation pursuant to subsection D of this section using the | |
93 | 167 | reduced amount of appropriated funds. | |
94 | - | ||
95 | 168 | C. On and after July 1, 1997, the amount of State Aid each | |
96 | 169 | district shall receive shall b e the sum of the Foundation Aid, the | |
97 | 170 | Salary Incentive Aid and the Transportation Supplement, as adjusted | |
98 | 171 | pursuant to the provisions of subsection G of this section and | |
99 | 172 | Section 18-112.2 of this title; provided, no district having per | |
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100 | 200 | pupil revenue in excess of three hundred percent (300%) of the | |
101 | 201 | average per pupil revenue of all districts shall receive any State | |
102 | 202 | Aid or Supplement in State Aid. | |
103 | - | ||
104 | 203 | The July calculation of per pupil revenue shall be determined by | |
105 | 204 | dividing the district's second preceding year's tota l weighted | |
106 | 205 | average daily membership (ADM) into the district's second preceding | |
107 | 206 | year's total revenues excluding federal revenue, insurance loss | |
108 | 207 | payments, reimbursements, recovery of overpayments and refunds, | |
109 | 208 | unused reserves, prior expenditures recovered, pr ior year surpluses, | |
110 | 209 | and less the amount of any tra nsfer fees paid in that year. | |
111 | - | ||
112 | 210 | The December calculation of per pupil revenue shall be | |
113 | 211 | determined by dividing the district's preceding year's total | |
114 | 212 | weighted average daily membership (ADM) into the district's | |
115 | 213 | preceding year's total revenues excluding federal revenue, insurance | |
116 | 214 | loss payments, reimbursements, recovery of overpayments and refunds, | |
117 | 215 | unused reserves, prior expenditures recovered, prior year surpluses, | |
118 | 216 | and less the amount of any transfer fees paid in that year. | |
119 | - | ||
120 | 217 | D. For the 1997-98 school year, and ea ch school year | |
121 | 218 | thereafter, Foundation Aid, the Transportation Supplement and Salary | |
122 | 219 | Incentive Aid shall be calculated as follows: | |
123 | - | ||
124 | 220 | 1. Foundation Aid shall be determined by subtracting the amount | |
125 | 221 | of the Foundation Program Income from the cost of the Foundat ion | |
126 | 222 | Program and adding to this difference the Transportation Supplement. | |
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127 | 249 | ||
128 | 250 | a. The Foundation Program shall be a district's highest | |
129 | 251 | higher weighted average daily membership based on the | |
130 | 252 | first nine (9) weeks of the current school year, the | |
131 | 253 | preceding school yea r or the second or the preceding | |
132 | 254 | school year of a school district, as determined by the | |
133 | 255 | provisions of subsection A of Section 18 -201.1 of this | |
134 | 256 | title and paragraphs 1, 2, 3 and 4 of subsection B of | |
135 | - | Section 18-201.1 of this title, multiplied by the Base | |
257 | + | Section 18-201.1 of this title, multiplied by the Base | |
136 | 258 | Foundation Support Level. However, for the portion of | |
137 | 259 | weighted membership derived from nonresident, | |
138 | 260 | transferred pupils enrolled in online courses, the | |
139 | 261 | Foundation Program shall be a district's weighted | |
140 | 262 | average daily membership of the preceding school year | |
141 | 263 | or the first nine (9) weeks of the current school | |
142 | 264 | year, whichever is greater, as determined by the | |
143 | 265 | provisions of subsection A of Section 18 -201.1 of this | |
144 | 266 | title and paragraphs 1, 2, 3 and 4 of subsection B of | |
145 | 267 | Section 18-201.1 of this title, multiplied by the Ba se | |
146 | 268 | Foundation Support Level. | |
147 | - | ||
148 | 269 | b. The Foundation Program Income shall be the sum of the | |
149 | 270 | following: | |
150 | - | ||
151 | 271 | (1) The adjusted assessed valuation of the current | |
152 | 272 | school year of the school district, minus the | |
153 | 273 | previous year protested ad valorem tax revenues | |
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154 | 301 | held as prescribed in Section 2884 of Title 68 of | |
155 | 302 | the Oklahoma Statutes, multiplied by the mills | |
156 | 303 | levied pursuant to subsection (c) of Section 9 of | |
157 | 304 | Article X of the Oklahoma Constitution, if | |
158 | 305 | applicable, as adjusted in sub section (c) of | |
159 | 306 | Section 8A of Article X of the Okla homa | |
160 | 307 | Constitution. For purposes of this subsection, | |
161 | 308 | the "adjusted assessed valuation of the current | |
162 | 309 | school year" shall be the adjusted assessed | |
163 | 310 | valuation on which tax revenues are collected | |
164 | 311 | during the current school year, and | |
165 | - | ||
166 | 312 | (2) Seventy-five percent (75%) of the amount received | |
167 | 313 | by the school district from the proceeds of the | |
168 | 314 | county levy during the preceding fiscal year, as | |
169 | 315 | levied pursuant to subsection (b) of Section 9 of | |
170 | 316 | Article X of the Oklahoma Constitu tion, and | |
171 | - | ||
172 | 317 | (3) Motor Vehicle Collections, and | |
173 | - | ||
174 | 318 | (4) Gross Production Tax, and | |
175 | - | ||
176 | 319 | (5) State Apportionment, and | |
177 | - | ||
178 | 320 | (6) R.E.A. Tax. | |
179 | - | ENR. H. B. NO. 2078 Page 5 | |
180 | 321 | The items listed in divisions (3), (4), (5), and (6) | |
181 | 322 | of this subparagraph shall consist of the amounts | |
182 | 323 | actually collected from such sour ces during the | |
183 | 324 | preceding fiscal year calculated on a per capita basis | |
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184 | 352 | on the unit provided for by law for the distribution | |
185 | 353 | of each such revenue. | |
186 | - | ||
187 | 354 | 2. The Transportation Supplement shall be equal to the average | |
188 | 355 | daily haul times the per capita allowance times the appropriate | |
189 | 356 | transportation factor. | |
190 | - | ||
191 | 357 | a. The average daily haul shall be the number of children | |
192 | 358 | in a district who are legally transported and who live | |
193 | 359 | one and one-half (1 1/2) miles or more from school. | |
194 | - | ||
195 | 360 | b. The per capita allowance shall be determined usi ng the | |
196 | 361 | following chart: | |
197 | - | ||
198 | 362 | PER CAPITA PER CAPITA | |
199 | 363 | DENSITY FIGURE ALLOWANCE DENSITY FIGURE ALLOWANCE | |
364 | + | .3000 - .3083 $167.00 .9334 - .9599 $99.00 | |
365 | + | .3084 - .3249 $165.00 .9600 - .9866 $97.00 | |
366 | + | .3250 - .3416 $163.00 .9867 - 1.1071 $95.00 | |
367 | + | .3417 - .3583 $161.00 1.1072 - 1.3214 $92.00 | |
368 | + | .3584 - .3749 $158.00 1.3215 - 1.5357 $90.00 | |
369 | + | .3750 - .3916 $156.00 1.5358 - 1.7499 $88.00 | |
370 | + | .3917 - .4083 $154.00 1.7500 - 1.9642 $86.00 | |
371 | + | .4084 - .4249 $152.00 1.9643 - 2.1785 $84.00 | |
372 | + | .4250 - .4416 $150.00 2.1786 - 2.3928 $81.00 | |
373 | + | .4417 - .4583 $147.00 2.3929 - 2.6249 $79.00 | |
374 | + | .4584 - .4749 $145.00 2.6250 - 2.8749 $77.00 | |
375 | + | .4750 - .4916 $143.00 2.8750 - 3.1249 $75.00 | |
200 | 376 | ||
201 | - | .3000 - .3083 $167.00 .9334 - .9599 $99.00 | |
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202 | 402 | ||
203 | - | .3084 - .3249 $165.00 .9600 - .9866 $97.00 | |
204 | - | ||
205 | - | .3250 - .3416 $163.00 .9867 - 1.1071 $95.00 | |
206 | - | ||
207 | - | .3417 - .3583 $161.00 1.1072 - 1.3214 $92.00 | |
208 | - | ||
209 | - | .3584 - .3749 $158.00 1.3215 - 1.5357 $90.00 | |
210 | - | ||
211 | - | .3750 - .3916 $156.00 1.5358 - 1.7499 $88.00 | |
212 | - | ||
213 | - | .3917 - .4083 $154.00 1.7500 - 1.9642 $86.00 | |
214 | - | ||
215 | - | .4084 - .4249 $152.00 1.9643 - 2.1785 $84.00 | |
216 | - | ||
217 | - | .4250 - .4416 $150.00 2.1786 - 2.3928 $81.00 | |
218 | - | ||
219 | - | .4417 - .4583 $147.00 2.3929 - 2.6249 $79.00 | |
220 | - | ||
221 | - | .4584 - .4749 $145.00 2.6250 - 2.8749 $77.00 | |
222 | - | ||
223 | - | .4750 - .4916 $143.00 2.8750 - 3.1249 $75.00 | |
224 | - | ENR. H. B. NO. 2078 Page 6 | |
225 | 403 | .4917 - .5083 $141.00 3.1250 - 3.3749 $73.00 | |
226 | - | ||
227 | 404 | .5084 - .5249 $139.00 3.3750 - 3.6666 $70.00 | |
228 | - | ||
229 | 405 | .5250 - .5416 $136.00 3.6667 - 3.9999 $68.00 | |
230 | - | ||
231 | 406 | .5417 - .5583 $134.00 4.0000 - 4.3333 $66.00 | |
232 | - | ||
233 | 407 | .5584 - .5749 $132.00 4.3334 - 4.6666 $64.00 | |
234 | - | ||
235 | 408 | .5750 - .5916 $130.00 4.6667 - 4.9999 $62.00 | |
236 | - | ||
237 | 409 | .5917 - .6133 $128.00 5.0000 - 5.5000 $59.00 | |
238 | - | ||
239 | 410 | .6134 - .6399 $125.00 5.5001 - 6.0000 $57.00 | |
240 | - | ||
241 | 411 | .6400 - .6666 $123.00 6.0001 - 6.5000 $55.00 | |
242 | - | ||
243 | 412 | .6667 - .6933 $121.00 6.5001 - 7.0000 $53.00 | |
244 | - | ||
245 | 413 | .6934 - .7199 $119.00 7.0001 - 7.3333 $51.00 | |
246 | - | ||
247 | 414 | .7200 - .7466 $117.00 7.3334 - 7.6667 $48.00 | |
248 | - | ||
249 | 415 | .7467 - .7733 $114.00 7.6668 - 8.0000 $46.00 | |
250 | - | ||
251 | 416 | .7734 - .7999 $112.00 8.0001 - 8.3333 $44.00 | |
252 | - | ||
253 | 417 | .8000 - .8266 $110.00 8.3334 - 8.6667 $42.00 | |
254 | - | ||
255 | 418 | .8267 - .8533 $108.00 8.6668 - 9.0000 $40.00 | |
256 | - | ||
257 | 419 | .8534 - .8799 $106.00 9.0001 - 9.3333 $37.00 | |
258 | - | ||
259 | 420 | .8800 - .9066 $103.00 9.3334 - 9.6667 $35.00 | |
260 | - | ||
261 | 421 | .9067 - .9333 $101.00 9.6668 or more $33.00 | |
262 | - | ||
263 | 422 | c. The formula transportation factor shall be 1.39. | |
264 | - | ||
265 | 423 | 3. Salary Incentive Aid shall be determined as follows: | |
266 | - | ||
267 | 424 | a. Multiply the Incentive Aid guarantee by the district's | |
268 | 425 | highest higher weighted average daily membership based | |
269 | - | on the first nine (9) weeks of the current school ENR. H. B. NO. 2078 Page 7 | |
426 | + | on the first nine (9) weeks of the current school | |
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270 | 454 | year, the preceding school yea r or the second or the | |
271 | 455 | preceding school year of a school district, as | |
272 | 456 | determined by the provisions of subsection A of | |
273 | 457 | Section 18-201.1 of this title and paragraphs 1, 2, 3 | |
274 | 458 | and 4 of subsection B of Section 18 -201.1 of this | |
275 | 459 | title. | |
276 | - | ||
277 | 460 | b. Divide the district's ad justed assessed valuation of | |
278 | 461 | the current school ye ar minus the previous year's | |
279 | 462 | protested ad valorem tax revenues held as prescribed | |
280 | 463 | in Section 2884 of Title 68 of the Oklahoma Statutes, | |
281 | 464 | by one thousand (1,000) and subtract the quotient from | |
282 | 465 | the product of subparagraph a of this paragraph. The | |
283 | 466 | remainder shall not be less than zero (0). | |
284 | - | ||
285 | 467 | c. Multiply the number of mills levied for general fund | |
286 | 468 | purposes above the fifteen (15) mills required to | |
287 | 469 | support Foundation Aid pursuant to division (1) of | |
288 | 470 | subparagraph b of paragraph 1 of this subsection, not | |
289 | 471 | including the county four-mill levy, by the remainder | |
290 | 472 | of subparagraph b of this paragraph. The product | |
291 | 473 | shall be the Salary Incentive Aid of the district. | |
292 | - | ||
293 | 474 | E. By June 30, 1998, the State Department of Education shall | |
294 | 475 | develop and the Department and all school districts shall have | |
295 | 476 | implemented a student identification system which is consistent with | |
296 | 477 | the provisions of subsections C and D of Section 3111 of Title 74 of | |
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297 | 505 | the Oklahoma Statutes. The student identification system shall be | |
298 | 506 | used specifically for the purpose of rep orting enrollment data by | |
299 | 507 | school sites and by school districts, the administration of the | |
300 | 508 | Oklahoma School Testing Program Act, the collection of appropriate | |
301 | 509 | and necessary data pursuant to the Oklahoma Educa tional Indicators | |
302 | 510 | Program, determining student enr ollment, establishing a student | |
303 | 511 | mobility rate, allocation of the State Aid Formula and mid -year | |
304 | 512 | adjustments in funding for student growth. This enrollment data | |
305 | 513 | shall be submitted to the State Department of Education in | |
306 | 514 | accordance with rules promulgated by the State Board of Education. | |
307 | 515 | Funding for the development, implementation, personnel training and | |
308 | 516 | maintenance of the student identification system shall be set out in | |
309 | 517 | a separate line item in the allocatio n section of the appropriation | |
310 | 518 | bill for the State Board of Education for each year. | |
311 | - | ||
312 | 519 | F. 1. In the event that ad valorem taxes of a school district | |
313 | 520 | are determined to be uncollectible because of bankruptcy, clerical | |
314 | - | error, or a successful tax protest, and | |
521 | + | error, or a successful tax protest, and t he amount of such taxes | |
315 | 522 | deemed uncollectible excee ds Fifty Thousand Dollars ($50,000.00) or | |
316 | 523 | an amount greater than twenty -five percent (25%) of ad valorem taxes | |
317 | 524 | per tax year, or the valuation of a district is lowered by order of | |
318 | 525 | the State Board of Equaliza tion, the school district's State Aid, | |
319 | 526 | for the school year that such ad valorem taxes are calculated in the | |
320 | 527 | State Aid Formula, shall be determined by subtracting the net | |
321 | 528 | assessed valuation of the property upon which taxes were deemed | |
529 | + | ||
530 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 11 | |
531 | + | (Bold face denotes Committee Amendments) 1 | |
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322 | 556 | uncollectible from the assessed valuation of the school district and | |
323 | 557 | the state. Upon request of the local board of education, it shall | |
324 | 558 | be the duty of the county assessor to certify to the Director of | |
325 | 559 | Finance of the State Department of Education the net assessed | |
326 | 560 | valuation of the property upon which taxes were determined | |
327 | 561 | uncollectible. | |
328 | - | ||
329 | 562 | 2. In the event that the amount of funds a school district | |
330 | 563 | receives for reimbursement from the Ad Valorem Reimbursement Fund is | |
331 | 564 | less than the amount of funds claimed for reimbursement by the | |
332 | 565 | school district due to insufficiency of funds as provid ed in Section | |
333 | 566 | 193 of Title 62 of the Oklahoma Statutes, then the school district's | |
334 | 567 | assessed valuation for the school year that such ad valorem | |
335 | 568 | reimbursement is calculated in the State Aid Formula shall be | |
336 | 569 | adjusted accordingly. | |
337 | - | ||
338 | 570 | G. 1. Notwithstanding the p rovisions of Section 18 -112.2 of | |
339 | 571 | this title, a school district shall have its State Aid reduced by an | |
340 | 572 | amount equal to the amount of carryover in the general fund of the | |
341 | 573 | district as of June 30 of the precedi ng fiscal year, that is in | |
342 | 574 | excess of the following standards for two (2) consecutive years: | |
343 | - | ||
344 | 575 | Total Amount of Amount of | |
345 | 576 | General Fund Collections, General Fund | |
346 | 577 | Excluding Previous Year Balance | |
347 | 578 | Cash Surplus as of June 30 Allowable | |
348 | - | ||
349 | 579 | Less than $1,000,000 40% 48% | |
350 | 580 | ||
581 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 12 | |
582 | + | (Bold face denotes Committee Amendments) 1 | |
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606 | + | ||
351 | 607 | $1,000,000 - $2,999,999 35% 42% | |
352 | - | ||
353 | 608 | $3,000,000 - $3,999,999 30% 36% | |
354 | - | ||
355 | 609 | $4,000,000 - $4,999,999 25% 30% | |
356 | - | ||
357 | 610 | $5,000,000 - $5,999,999 20% 24% | |
358 | - | ||
359 | - | $6,000,000 - $7,999,999 18% 22% ENR. H. B. NO. 2078 Page 9 | |
360 | - | ||
611 | + | $6,000,000 - $7,999,999 18% 22% | |
361 | 612 | $8,000,000 - $9,999,999 16% 19% | |
362 | - | ||
363 | 613 | $10,000,000 or more 14% 17% | |
364 | - | ||
365 | 614 | 2. By February 1 the State Department of Education shall send | |
366 | 615 | by certified mail, with return receipt requested, to each School | |
367 | 616 | District Superintendent, Auditor and Regional Accreditation Officer | |
368 | 617 | a notice of and calculation sheet reflecting the general fund | |
369 | 618 | balance penalty to be asse ssed against that school district. | |
370 | 619 | Calculation of the general fund balance penalty shall not include | |
371 | 620 | federal revenue. Within thirty (30) days of receipt of this written | |
372 | 621 | notice the school district shall submit to the Department a written | |
373 | 622 | reply either accepting or protesting the penalty to be assessed | |
374 | 623 | against the district. If protesting, the school district shall | |
375 | 624 | submit with its reply the reasons for rejecting the calculations and | |
376 | 625 | documentation supporting those reasons. The Department shall review | |
377 | 626 | all school district penalty protest documentation and not ify each | |
378 | 627 | district by March 15 of its finding and the final penalty to be | |
379 | 628 | assessed to each district. General fund balance penalties shall be | |
380 | 629 | assessed to all school districts by April 1. | |
381 | 630 | ||
631 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 13 | |
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382 | 657 | 3. Any school distr ict which receives proceeds from a tax | |
383 | 658 | settlement or a Federal Emergency Management Agency settlement | |
384 | 659 | during the last two (2) months of the preceding fiscal year shall be | |
385 | 660 | exempt from the penalties assessed in this subsection, if the | |
386 | 661 | penalty would occur sol ely as a result of receiving funds from the | |
387 | 662 | tax settlement. | |
388 | - | ||
389 | 663 | 4. Any school district which receives an increase in State Aid | |
390 | 664 | because of a change in Foundation and/or Salary Incentive Aid | |
391 | 665 | factors during the last two (2) months of the preceding fiscal year | |
392 | 666 | shall be exempt from the penalties assessed in this subsection, if | |
393 | 667 | the penalty would occur solely as a result of receiving funds from | |
394 | 668 | the increase in State Aid. | |
395 | - | ||
396 | 669 | 5. If a school district does not receive Foundation and/or | |
397 | 670 | Salary Incentive Aid during the prece ding fiscal year, the State | |
398 | 671 | Board of Education may waive the penalty assessed in this subsection | |
399 | 672 | if the penalty would result in a loss of more than forty percent | |
400 | 673 | (40%) of the remaining State Aid to be allocated to the school | |
401 | 674 | district between April 1 and th e remainder of the school year and if | |
402 | 675 | the Board determines the penalty will cause the school district not | |
403 | 676 | to meet remaining financial obligations. | |
404 | - | ENR. H. B. NO. 2078 Page 10 | |
405 | 677 | 6. Any school district which receives gross production revenue | |
406 | 678 | apportionment during the 2002 -2003 school year or in any subsequent | |
407 | 679 | school year that is greater than the gross production revenue | |
408 | 680 | apportionment of the preceding school year shall be exempt from the | |
681 | + | ||
682 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 14 | |
683 | + | (Bold face denotes Committee Amendments) 1 | |
684 | + | 2 | |
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409 | 708 | penalty assessed in this subsection, if the penalty would occur | |
410 | 709 | solely as a result of the gross product ion revenue apportionment, as | |
411 | 710 | determined by the St ate Board of Education. | |
412 | - | ||
413 | 711 | 7. Beginning July 1, 2003, school districts that participate in | |
414 | 712 | consolidation or annexation pursuant to the provisions of the | |
415 | 713 | Oklahoma School Voluntary Consolidation and Annexation Act shall be | |
416 | 714 | exempt from the penalty assessed in t his subsection for the school | |
417 | 715 | year in which the consolidation or annexation occurs and for the | |
418 | 716 | next three (3) fiscal years. | |
419 | - | ||
420 | 717 | 8. Any school district which receives proceeds from a sales tax | |
421 | 718 | levied by a municipality pursuant to Section 22-159 of Title 11 of | |
422 | 719 | the Oklahoma Statutes or proceeds from a sales tax levied by a | |
423 | 720 | county pursuant to Section 1370 of Title 68 of the Oklahoma Statutes | |
424 | 721 | during the 2003-2004 school year or the 2004 -2005 school year shall | |
425 | 722 | be exempt from the penalties assessed in this subsection , if the | |
426 | 723 | penalty would occur solely as a result of receiving funds from the | |
427 | 724 | sales tax levy. | |
428 | - | ||
429 | 725 | 9. Any school district which has an amount of carryover in the | |
430 | 726 | general fund of the district in excess of the limi ts established in | |
431 | 727 | paragraph 1 of this subsection d uring the fiscal year years | |
432 | 728 | beginning July 1, 2019 2022, and July 1, 2023 , shall not be assessed | |
433 | 729 | a general fund balance penalty as provided for in this subsection. | |
434 | 730 | ||
731 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 15 | |
732 | + | (Bold face denotes Committee Amendments) 1 | |
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435 | 757 | 10. For purposes of calculating the gener al fund balance | |
436 | 758 | penalty, the terms "carryover" and "general fund balance" shall not | |
437 | 759 | include federal revenue. | |
438 | - | ||
439 | 760 | H. In order to provide startup funds for the implementation of | |
440 | 761 | early childhood programs, State Aid may be advanced to school | |
441 | 762 | districts that initia lly start early childhood instruction at a | |
442 | 763 | school site. School districts that desire such advanced funding | |
443 | 764 | shall make application to the State Department of Education no later | |
444 | 765 | than September 15 of each year and advanced funding shall be awarded | |
445 | 766 | to the approved districts no later than October 30. The adv anced | |
446 | 767 | funding shall not exceed the per pupil amount of State Aid as | |
447 | 768 | calculated in subsection D of this section per anticipated Head | |
448 | 769 | Start eligible student. The total amount of advanced funding shall | |
449 | - | be proportionately reduced from the monthly payments of the | |
770 | + | be proportionately reduced from the monthly payments of the | |
450 | 771 | district's State Aid payments during the last six (6) months of the | |
451 | 772 | same fiscal year. | |
452 | - | ||
453 | 773 | I. 1. Beginning July 1, 1996, the Oklahoma Tax Commission, | |
454 | 774 | notwithstanding any provision of law to the contrary, s hall report | |
455 | 775 | monthly to the State Department of Edu cation the monthly | |
456 | 776 | apportionment of the following information: | |
777 | + | a. the assessed valuation of property, | |
778 | + | b. motor vehicle collections, | |
779 | + | c. R.E.A. tax collected, and | |
780 | + | d. gross productions tax collected. | |
457 | 781 | ||
458 | - | a. the assessed valuation of property, | |
459 | - | ||
460 | - | b. motor vehicle collections, | |
461 | - | ||
462 | - | c. R.E.A. tax collected, and | |
463 | - | ||
464 | - | d. gross productions tax collected. | |
782 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 16 | |
783 | + | (Bold face denotes Committee Amendments) 1 | |
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465 | 807 | ||
466 | 808 | 2. Beginning July 1, 1997, the State Auditor and Inspector 's | |
467 | 809 | Office, notwithstanding any provision of law to the contrary, shall | |
468 | 810 | report monthly to the State Department of Education the monthly | |
469 | 811 | apportionment of the proceeds of the county levy. | |
470 | - | ||
471 | 812 | 3. Beginning July 1, 1996, the Commissioners of the Land | |
472 | 813 | Office, notwithstanding any provision of law to the contrary, shall | |
473 | 814 | report monthly to the State Department of Education the monthly | |
474 | 815 | apportionment of state apportionment. | |
475 | - | ||
476 | 816 | 4. Beginning July 1, 1997, the county treasurers ' offices, | |
477 | 817 | notwithstanding any provision of law to the contrary, shall report | |
478 | 818 | monthly to the State Department of Education the ad valorem tax | |
479 | 819 | protest amounts for each county. | |
480 | - | ||
481 | 820 | 5. The information reported by the Tax Commission, the State | |
482 | 821 | Auditor and Inspector's Office, the county treasurers' offices and | |
483 | 822 | the Commissioners of the Land Office, pursuant to this subsection | |
484 | 823 | shall be reported by school district on forms developed by the State | |
485 | 824 | Department of Education. | |
486 | - | ||
487 | 825 | SECTION 2. AMENDATORY 70 O.S. 2011, Section 18-201.1, as | |
488 | 826 | last amended by Section 3, Chapter 61, O.S.L. 2020 (70 O.S. Supp. | |
489 | 827 | 2020, Section 18-201.1), is amended to read as follows: | |
490 | - | ||
491 | 828 | Section 18-201.1 A. Beginning with the 2020 -21 school year, | |
492 | 829 | and each school year thereafter, the weighted membership of a school | |
493 | 830 | district for calculation of Foundation Aid purposes pursuant to | |
494 | - | paragraph 1 of subsection D of Section 18 -200.1 of this title shall ENR. H. B. NO. 2078 Page 12 | |
831 | + | paragraph 1 of subsection D of Section 18 -200.1 of this title shall | |
832 | + | ||
833 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 17 | |
834 | + | (Bold face denotes Committee Amendments) 1 | |
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495 | 859 | be the sum of the weighted pupil grade level calculation, the | |
496 | 860 | weighted pupil category calcul ation, the weighted district | |
497 | 861 | calculation and the w eighted teacher experience and degree | |
498 | 862 | calculation. The weighted membership of a school district for | |
499 | 863 | calculation of Salary Incentive Aid purposes pursuant to paragraph 3 | |
500 | 864 | of subsection D of Section 18 -200.1 of this title shall be the sum | |
501 | 865 | of the weighted pupil grade level calculation, the weighted pupil | |
502 | 866 | category calculation, the weighted district calculation and the | |
503 | 867 | weighted teacher experience and degree calculation. | |
504 | - | ||
505 | 868 | B. The Beginning with the 2022 -2023 school year, the weighted | |
506 | 869 | calculations provided for in s ubsection A of this section shall be | |
507 | 870 | based on the highest higher weighted average daily membership of the | |
508 | 871 | first nine (9) weeks of the current school year , the preceding | |
509 | 872 | school year or the second or the preceding school year of a school | |
510 | 873 | district, unless oth erwise specified. The highest higher of the | |
511 | 874 | three (3) two (2) weighted average daily memberships shall be used | |
512 | 875 | consistently in all of the calculations; however, the weighted | |
513 | 876 | calculation for a statewide vir tual charter school experiencing a | |
514 | 877 | significant decline in membership shall be based on the first nine | |
515 | 878 | (9) weeks of the current school year and not on the preceding school | |
516 | 879 | year or the second preceding school year for the statewide virtual | |
517 | 880 | charter school. For purposes of this subsection, "significant | |
518 | 881 | decline in membership" means equal to or greater than a fifteen | |
519 | 882 | percent (15%) decrease in average daily membership from the | |
883 | + | ||
884 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 18 | |
885 | + | (Bold face denotes Committee Amendments) 1 | |
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520 | 910 | preceding school year to the average daily membership of the first | |
521 | 911 | nine (9) weeks of th e current school year. The average daily | |
522 | 912 | membership data used for all calculations in paragraphs 1, 2, 3 and | |
523 | 913 | 4 of this subsection shall be the same as used in the calculation of | |
524 | 914 | the State Aid Formula. The weighted calculations provided for in | |
525 | 915 | subsection A of this section shall be determined as follows: | |
526 | - | ||
527 | 916 | 1. The weighted pupil grade level calculation shall be | |
528 | 917 | determined by taking the highest average daily membership and | |
529 | 918 | assigning weights to the pupils according to grade attended as | |
530 | 919 | follows: | |
531 | - | ||
532 | 920 | GRADE LEVEL WEIGHT | |
533 | - | ||
534 | 921 | a. Half-day early childhood programs .7 | |
535 | - | ||
536 | 922 | b. Full-day early childhood programs 1.3 | |
537 | - | ||
538 | 923 | c. Half-day kindergarten 1.3 | |
539 | - | ENR. H. B. NO. 2078 Page 13 | |
540 | 924 | d. Full-day kindergarten 1.5 | |
541 | - | ||
542 | 925 | e. First and second grade 1.351 | |
543 | - | ||
544 | 926 | f. Third grade 1.051 | |
545 | - | ||
546 | 927 | g. Fourth through sixth grade 1.0 | |
547 | - | ||
548 | 928 | h. Seventh through twelfth grade 1.2 | |
549 | - | ||
550 | 929 | i. Out-of-home placement 1.50 | |
551 | - | ||
552 | 930 | Multiply the membership of each subparagraph of this paragraph by | |
553 | 931 | the weight assigned to such subparagraph of this paragraph and add | |
554 | 932 | the totals together to determine the weighted pupil grade level | |
555 | 933 | calculation for a school district. Determination of the pupils | |
934 | + | ||
935 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 19 | |
936 | + | (Bold face denotes Committee Amendments) 1 | |
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960 | + | ||
556 | 961 | eligible for the early childhood program weight shall be pursuant to | |
557 | 962 | the provisions of Section 1 -114 of this title. The pupils eligible | |
558 | 963 | for the out-of-home placement pupil weight shall be students who are | |
559 | 964 | not residents of the school district in which they are receiving | |
560 | 965 | education pursuant to the provisions of subsection D of Section 1 - | |
561 | 966 | 113 of this title. Such weight may be claimed by the district | |
562 | 967 | providing educational services to such student for the days that | |
563 | 968 | student is enrolled in that district. If claimed, t he out-of-home | |
564 | 969 | placement weight shall be in lieu of the pupil grade level and any | |
565 | 970 | pupil category weights for that student. Provided, if a student | |
566 | 971 | resides in a juvenile detention center that is restricted t o less | |
567 | 972 | than twelve (12) beds, the out -of-home placement pupil weight for | |
568 | 973 | such students shall be calculated as follows: for a center with six | |
569 | 974 | (6) beds - 3.0; for a center with eight (8) beds - 2.3 and for a | |
570 | 975 | center with ten (10) beds - 1.80. | |
571 | - | ||
572 | 976 | 2. The weighted pupil category calculation shall be determined | |
573 | 977 | by assigning a weight to the pupil category as follows: | |
574 | - | ||
575 | 978 | CATEGORY WEIGHT | |
576 | - | ||
577 | 979 | a. Visual Impairment 3.8 | |
578 | - | ||
579 | 980 | b. Specific Learning Disability .4 | |
580 | - | ||
581 | 981 | c. Deafness or Hearing Impairment 2.9 | |
582 | - | ||
583 | 982 | d. Deaf-Blindness 3.8 | |
584 | - | ENR. H. B. NO. 2078 Page 14 | |
585 | 983 | e. Intellectual Disability 1.3 | |
586 | - | ||
587 | 984 | f. Emotional Disturbance 2.5 | |
588 | 985 | ||
986 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 20 | |
987 | + | (Bold face denotes Committee Amendments) 1 | |
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997 | + | 11 | |
998 | + | 12 | |
999 | + | 13 | |
1000 | + | 14 | |
1001 | + | 15 | |
1002 | + | 16 | |
1003 | + | 17 | |
1004 | + | 18 | |
1005 | + | 19 | |
1006 | + | 20 | |
1007 | + | 21 | |
1008 | + | 22 | |
1009 | + | 23 | |
1010 | + | 24 | |
1011 | + | ||
589 | 1012 | g. Gifted .34 | |
590 | - | ||
591 | 1013 | h. Multiple Disabilities 2.4 | |
592 | - | ||
593 | 1014 | i. Orthopedic Impairment 1.2 | |
594 | - | ||
595 | 1015 | j. Speech or Language Impairment .05 | |
596 | - | ||
597 | 1016 | k. Bilingual .25 | |
598 | - | ||
599 | 1017 | l. Special Education Summer Program 1.2 | |
600 | - | ||
601 | 1018 | m. Economically Disadvantaged .25 | |
602 | - | ||
603 | 1019 | n. Optional Extended School Year | |
604 | 1020 | Program As determined by | |
605 | 1021 | the State Board | |
606 | 1022 | of Education | |
607 | - | ||
608 | 1023 | o. Autism 2.4 | |
609 | - | ||
610 | 1024 | p. Traumatic Brain Injury 2.4 | |
611 | - | ||
612 | 1025 | q. Other Health Impairment 1.2 | |
613 | - | ||
614 | 1026 | Except as otherwise provided, multiply the number of pupils approved | |
615 | 1027 | in the school year with the hig hest average daily membership in each | |
616 | 1028 | category by the weight assigned to such category and add the totals | |
617 | 1029 | together to determine the weighted pupil category calculation for a | |
618 | 1030 | school district. For the 1996-97 school year, the number to be | |
619 | 1031 | multiplied by the weight assigned to the gifted category in | |
620 | 1032 | subparagraph g of this paragraph shall be the lesser of (1) the sum | |
621 | 1033 | of the number of students who scored in the top three percent (3%) | |
622 | 1034 | on any national standardized test of intellectual ability plus the | |
623 | 1035 | number of students identified as gifted pursuant to subparagra phs a | |
1036 | + | ||
1037 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 21 | |
1038 | + | (Bold face denotes Committee Amendments) 1 | |
1039 | + | 2 | |
1040 | + | 3 | |
1041 | + | 4 | |
1042 | + | 5 | |
1043 | + | 6 | |
1044 | + | 7 | |
1045 | + | 8 | |
1046 | + | 9 | |
1047 | + | 10 | |
1048 | + | 11 | |
1049 | + | 12 | |
1050 | + | 13 | |
1051 | + | 14 | |
1052 | + | 15 | |
1053 | + | 16 | |
1054 | + | 17 | |
1055 | + | 18 | |
1056 | + | 19 | |
1057 | + | 20 | |
1058 | + | 21 | |
1059 | + | 22 | |
1060 | + | 23 | |
1061 | + | 24 | |
1062 | + | ||
624 | 1063 | through d of paragraph 1 of Section 1210.301 of this title or (2) | |
625 | 1064 | the sum of the number of students who scored in the top three | |
626 | 1065 | percent (3%) on any national standardized test of intellectual | |
627 | 1066 | ability plus eight percent (8%) of the total average daily | |
628 | 1067 | membership of the school district for the preceding school year. | |
629 | - | For the 1997-98 school year and | |
1068 | + | For the 1997-98 school year and subsequent school years, the number | |
630 | 1069 | to be multiplied by the weight assigned to the gifted category in | |
631 | 1070 | subparagraph g of this paragraph shall be the lesser of (1) the sum | |
632 | 1071 | of the number of students who scored in the top three percent (3%) | |
633 | 1072 | on any national standardized test of intellectual ability plus the | |
634 | 1073 | number of students identified as gifted pursuant to subparag raphs a | |
635 | 1074 | through d of paragraph 1 of Section 1210.3 01 of this title, or (2) | |
636 | 1075 | the sum of the number of students who scored in the top three | |
637 | 1076 | percent (3%) on any national standardized test of intellectual | |
638 | 1077 | ability plus eight percent (8%) of the total average dai ly | |
639 | 1078 | membership of the school district for the first nine (9) weeks of | |
640 | 1079 | the school year. | |
641 | - | ||
642 | 1080 | 3. The weighted district calculation shall be determined by | |
643 | 1081 | determining the calculations for each school district for both the | |
644 | 1082 | small school district formula and the dist rict sparsity - isolation | |
645 | 1083 | formula, applying whiche ver is the greater of the calculations of | |
646 | 1084 | the two formulas and then applying the restrictions pursuant to | |
647 | 1085 | subparagraph c of this paragraph. | |
648 | 1086 | ||
1087 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 22 | |
1088 | + | (Bold face denotes Committee Amendments) 1 | |
1089 | + | 2 | |
1090 | + | 3 | |
1091 | + | 4 | |
1092 | + | 5 | |
1093 | + | 6 | |
1094 | + | 7 | |
1095 | + | 8 | |
1096 | + | 9 | |
1097 | + | 10 | |
1098 | + | 11 | |
1099 | + | 12 | |
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1101 | + | 14 | |
1102 | + | 15 | |
1103 | + | 16 | |
1104 | + | 17 | |
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1109 | + | 22 | |
1110 | + | 23 | |
1111 | + | 24 | |
1112 | + | ||
649 | 1113 | a. Small school district formula: 529 minus the average | |
650 | 1114 | daily membership divided by 529 times .2 times total | |
651 | 1115 | average daily membership. | |
652 | - | ||
653 | 1116 | The small school district formula calculation shall apply | |
654 | 1117 | only to school districts whose highest average daily | |
655 | 1118 | membership is less than 529 pupils. School districts which | |
656 | 1119 | are consolidated or annexed after July 1, 2003, pursuant to | |
657 | 1120 | the Oklahoma School Voluntary Consolidation and Annexation | |
658 | 1121 | Act shall have the weighted district size calculation for | |
659 | 1122 | the three (3) school years following the fiscal year in | |
660 | 1123 | which such consolidation occurred calc ulated to be the sum | |
661 | 1124 | of the individual consolidate d districts computed as if the | |
662 | 1125 | consolidation had not taken place. Thereafter, any such | |
663 | 1126 | district which is consolidated pursuant to the Oklahoma | |
664 | 1127 | School Voluntary Consolidation and Annexation Act shall not | |
665 | 1128 | qualify for the weighted district calculation unless the | |
666 | 1129 | district can satisfy the specifications herein. Subject to | |
667 | 1130 | the provisions of subparagraph c of this paragraph, the | |
668 | 1131 | resulting number shall be counted as additional students | |
669 | 1132 | for the purpose of calculati ng State Aid. | |
1133 | + | b. District sparsity - isolation formula: | |
1134 | + | The district sparsity - isolation formula calculation shall | |
1135 | + | apply only to school districts: | |
670 | 1136 | ||
671 | - | b. District sparsity - isolation formula: | |
672 | - | ||
673 | - | The district sparsity - isolation formula calculation shall | |
674 | - | apply only to school districts: ENR. H. B. NO. 2078 Page 16 | |
1137 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 23 | |
1138 | + | (Bold face denotes Committee Amendments) 1 | |
1139 | + | 2 | |
1140 | + | 3 | |
1141 | + | 4 | |
1142 | + | 5 | |
1143 | + | 6 | |
1144 | + | 7 | |
1145 | + | 8 | |
1146 | + | 9 | |
1147 | + | 10 | |
1148 | + | 11 | |
1149 | + | 12 | |
1150 | + | 13 | |
1151 | + | 14 | |
1152 | + | 15 | |
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1154 | + | 17 | |
1155 | + | 18 | |
1156 | + | 19 | |
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1158 | + | 21 | |
1159 | + | 22 | |
1160 | + | 23 | |
1161 | + | 24 | |
675 | 1162 | ||
676 | 1163 | (1) whose total area in square miles is greater than | |
677 | 1164 | the average number of square miles for all school | |
678 | 1165 | districts in this state; and | |
679 | - | ||
680 | 1166 | (2) whose areal density is less than one-fourth (1/4) | |
681 | 1167 | of the state average areal density. Areal | |
682 | 1168 | density shall be determined by dividing the | |
683 | 1169 | school district's average daily membership by the | |
684 | 1170 | school district's total area in square mi les. | |
685 | - | ||
686 | 1171 | The district sparsity - isolation formula cal culation shall | |
687 | 1172 | be calculated as follows: | |
688 | - | ||
689 | 1173 | The school district student cost factor multiplied by | |
690 | 1174 | the school district area factor. The resulting | |
691 | 1175 | product shall be multiplied by the school district's | |
692 | 1176 | average daily membership. Subject to the provisions | |
693 | 1177 | of subparagraph c of this paragraph, the resulting | |
694 | 1178 | number shall be counted as additional students for the | |
695 | 1179 | purpose of calculating State Aid. | |
696 | - | ||
697 | 1180 | The school district student cost factor shall be calculated | |
698 | 1181 | as follows: | |
699 | - | ||
700 | 1182 | The school district's average daily membership shal l | |
701 | 1183 | be categorized into the following grade level groups | |
702 | 1184 | and applied to the appropriate formulas as computed | |
703 | 1185 | below: | |
1186 | + | Grade Level Group | |
704 | 1187 | ||
705 | - | Grade Level Group | |
1188 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 24 | |
1189 | + | (Bold face denotes Committee Amendments) 1 | |
1190 | + | 2 | |
1191 | + | 3 | |
1192 | + | 4 | |
1193 | + | 5 | |
1194 | + | 6 | |
1195 | + | 7 | |
1196 | + | 8 | |
1197 | + | 9 | |
1198 | + | 10 | |
1199 | + | 11 | |
1200 | + | 12 | |
1201 | + | 13 | |
1202 | + | 14 | |
1203 | + | 15 | |
1204 | + | 16 | |
1205 | + | 17 | |
1206 | + | 18 | |
1207 | + | 19 | |
1208 | + | 20 | |
1209 | + | 21 | |
1210 | + | 22 | |
1211 | + | 23 | |
1212 | + | 24 | |
706 | 1213 | ||
707 | 1214 | Grades K-5 Divide 74 by the sum of the Grade | |
708 | 1215 | Level ADM plus 23, | |
709 | 1216 | add .85 to the quotient, then | |
710 | 1217 | multiply the sum by the Grade | |
711 | 1218 | Level ADM. | |
712 | - | ||
713 | 1219 | Grades 6-8 Divide 122 by the sum of the Grade | |
714 | 1220 | Level ADM plus 133, | |
715 | - | ||
716 | 1221 | add .85 to the quotient, then | |
717 | 1222 | multiply the sum by the Grade | |
718 | 1223 | Level ADM. | |
719 | - | ENR. H. B. NO. 2078 Page 17 | |
720 | 1224 | Grades 9-12 Divide 292 by the sum of the Grade | |
721 | 1225 | Level ADM plus 128, | |
722 | 1226 | add .78 to the quotient, then | |
723 | 1227 | multiply the sum by the Grade | |
724 | 1228 | Level ADM. | |
725 | - | ||
726 | 1229 | The sum of the grade level group's average daily | |
727 | 1230 | membership shall be divided by the school district's | |
728 | 1231 | average daily membership. The number one (1.0) shall | |
729 | 1232 | be subtracted from t he resulting quotient. | |
730 | - | ||
731 | 1233 | The school district area co st factor shall be calculated as | |
732 | 1234 | follows: | |
733 | - | ||
734 | 1235 | Subtract the state average district area from the | |
735 | 1236 | district area, then divide the remainder by the state | |
736 | 1237 | average district area; | |
737 | 1238 | ||
1239 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 25 | |
1240 | + | (Bold face denotes Committee Amendments) 1 | |
1241 | + | 2 | |
1242 | + | 3 | |
1243 | + | 4 | |
1244 | + | 5 | |
1245 | + | 6 | |
1246 | + | 7 | |
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1260 | + | 21 | |
1261 | + | 22 | |
1262 | + | 23 | |
1263 | + | 24 | |
1264 | + | ||
738 | 1265 | however, the district area cost facto r shall not exceed one | |
739 | 1266 | (1.0). | |
740 | - | ||
741 | 1267 | The State Board of E ducation shall define geographical barriers | |
742 | 1268 | whose location in a school district would inhibit the district from | |
743 | 1269 | consolidation or annexation. The Board shall make available an | |
744 | 1270 | application process, review ap plications, and for districts the | |
745 | 1271 | Board deems necessary allow additional square miles to be used for | |
746 | 1272 | the purposes of calculations used for the weighted district sparsity | |
747 | 1273 | - isolation formula. Provided, that the additional square miles | |
748 | 1274 | allowed for geographi cal barriers shall not exceed thirty percent | |
749 | 1275 | (30%) of the district's actual size. | |
750 | - | ||
751 | 1276 | c. State Aid funds which a district is calculated to | |
752 | 1277 | receive as a result of the weighted district | |
753 | 1278 | calculation shall be restricted as follows: | |
754 | - | ||
755 | 1279 | If, after the weighted district calculation is | |
756 | 1280 | applied, the district's projected p er pupil | |
757 | 1281 | revenue exceeds one hundred fifty percent (150%) | |
758 | 1282 | of the projected state average per pupil revenue, | |
759 | 1283 | then the district's State Aid shall be reduced by | |
760 | 1284 | an amount that will restrict the district's | |
761 | 1285 | projected per pupil revenue to one hundred fifty | |
762 | 1286 | percent (150%) of the projected state average per | |
763 | 1287 | pupil revenue. Provided, in applying the | |
764 | - | restriction provided in this division, the ENR. H. B. NO. 2078 Page 18 | |
1288 | + | restriction provided in this division, the | |
1289 | + | ||
1290 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 26 | |
1291 | + | (Bold face denotes Committee Amendments) 1 | |
1292 | + | 2 | |
1293 | + | 3 | |
1294 | + | 4 | |
1295 | + | 5 | |
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1314 | + | 24 | |
1315 | + | ||
765 | 1316 | district's State Aid shall not be reduced by an | |
766 | 1317 | amount greater than by the a mount of State Aid | |
767 | 1318 | which was generated by the weig hted district | |
768 | 1319 | calculation. | |
769 | - | ||
770 | 1320 | The July calculation of the projected per pupil | |
771 | 1321 | revenue shall be determined by dividing the highest of | |
772 | 1322 | the district's preceding two (2) years year's average | |
773 | 1323 | daily membership (ADM) as weighted by the pupil grade | |
774 | 1324 | level, the pupil category, the district and the | |
775 | 1325 | teacher experience degree index calculations for | |
776 | 1326 | projected State Aid into the district's projected | |
777 | 1327 | total revenues including projected funds for the State | |
778 | 1328 | Aid Formula for the pr eceding year, net assessed | |
779 | 1329 | valuation for the prece ding calendar year times | |
780 | 1330 | thirty-nine (39) mills, county revenues excluding the | |
781 | 1331 | county four-mills revenues for the second preceding | |
782 | 1332 | year, other state appropriations for the preceding | |
783 | 1333 | year and the collections for the preceding year of | |
784 | 1334 | state apportionment, mo tor vehicle revenue, gross | |
785 | 1335 | production tax and R.E.A. tax. | |
786 | - | ||
787 | 1336 | The December calculation of the projected per pupil | |
788 | 1337 | revenue shall be determined by dividing the highest | |
789 | 1338 | higher of the district's first nine (9) week s of the | |
790 | 1339 | current school year or the two (2) preceding school | |
1340 | + | ||
1341 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 27 | |
1342 | + | (Bold face denotes Committee Amendments) 1 | |
1343 | + | 2 | |
1344 | + | 3 | |
1345 | + | 4 | |
1346 | + | 5 | |
1347 | + | 6 | |
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1360 | + | 19 | |
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1363 | + | 22 | |
1364 | + | 23 | |
1365 | + | 24 | |
1366 | + | ||
791 | 1367 | years year's average daily membership (ADM) as | |
792 | 1368 | weighted by the pupil grade level, the pupil category, | |
793 | 1369 | the district and the teacher experience degree index | |
794 | 1370 | calculations for projected State Aid int o the | |
795 | 1371 | district's projected total revenues includin g funds | |
796 | 1372 | for the December calculation of the current year State | |
797 | 1373 | Aid Formula, net assessed valuation for the current | |
798 | 1374 | calendar year times thirty -nine (39) mills, county | |
799 | 1375 | revenues excluding the county four -mills revenue for | |
800 | 1376 | the preceding year, other state appro priations for the | |
801 | 1377 | preceding year and the collections for the preceding | |
802 | 1378 | year of state apportionment, motor vehicle revenue, | |
803 | 1379 | gross production tax and R.E.A. tax. | |
804 | - | ||
805 | 1380 | The district's projected total revenues for ea ch | |
806 | 1381 | calculation shall exclude the following collect ions | |
807 | 1382 | for the second preceding year: federal revenue, | |
808 | 1383 | insurance loss payments, reimbursements, recovery of | |
809 | - | overpayments and refunds, unused reserves, prior | |
1384 | + | overpayments and refunds, unused reserves, prior | |
810 | 1385 | expenditures recovered, prior year surpluses, and | |
811 | 1386 | other local miscellaneous revenues. | |
812 | - | ||
813 | 1387 | 4. The weighted teacher experience and degree calculation shall | |
814 | 1388 | be determined in accordance with the teacher experience and degree | |
815 | 1389 | index. The State Department of Education shall determine an index | |
816 | 1390 | for each state teacher by using data supplied in the school | |
1391 | + | ||
1392 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 28 | |
1393 | + | (Bold face denotes Committee Amendments) 1 | |
1394 | + | 2 | |
1395 | + | 3 | |
1396 | + | 4 | |
1397 | + | 5 | |
1398 | + | 6 | |
1399 | + | 7 | |
1400 | + | 8 | |
1401 | + | 9 | |
1402 | + | 10 | |
1403 | + | 11 | |
1404 | + | 12 | |
1405 | + | 13 | |
1406 | + | 14 | |
1407 | + | 15 | |
1408 | + | 16 | |
1409 | + | 17 | |
1410 | + | 18 | |
1411 | + | 19 | |
1412 | + | 20 | |
1413 | + | 21 | |
1414 | + | 22 | |
1415 | + | 23 | |
1416 | + | 24 | |
1417 | + | ||
817 | 1418 | district's teacher personnel reports of the preceding year and | |
818 | 1419 | utilizing the index as follows: | |
819 | - | ||
820 | 1420 | TEACHER EXPERIENCE - DEGREE INDEX | |
821 | - | ||
822 | 1421 | EXPERIENCE BACHELOR'S MASTER'S DOCTOR'S | |
823 | 1422 | DEGREE DEGREE DEGREE | |
824 | - | ||
825 | 1423 | 0 - 2 .7 .9 1.1 | |
826 | - | ||
827 | 1424 | 3 - 5 .8 1.0 1.2 | |
828 | - | ||
829 | 1425 | 6 - 8 .9 1.1 1.3 | |
830 | - | ||
831 | 1426 | 9 - 11 1.0 1.2 1.4 | |
832 | - | ||
833 | 1427 | 12 - 15 1.1 1.3 1.5 | |
834 | - | ||
835 | 1428 | Over 15 1.2 1.4 1.6 | |
836 | - | ||
837 | 1429 | The school district teacher index for each school district shall | |
838 | 1430 | be determined by subtracting the weighted average state teacher from | |
839 | 1431 | the weighted average district teacher. M ultiply the school district | |
840 | 1432 | teacher index if great er than zero by .7 and then multiply that | |
841 | 1433 | product by the sum of the district's weighted pupil grade level | |
842 | 1434 | calculation provided in paragraph 1 of this subsection and the | |
843 | 1435 | weighted pupil category calculation p rovided in subparagraph m of | |
844 | 1436 | paragraph 2 of this s ubsection to determine the weighted teacher | |
845 | 1437 | experience and degree calculation. | |
846 | - | ||
847 | 1438 | SECTION 3. This act shall become effective July 1, 2022. | |
848 | - | ||
849 | 1439 | SECTION 4. The provisions of this ac t shall be contingent upon | |
850 | 1440 | the enactment of the pr ovisions of either House Bill No. 2074 or | |
1441 | + | ||
1442 | + | SENATE FLOOR VERSION - HB2078 SFLR Page 29 | |
1443 | + | (Bold face denotes Committee Amendments) 1 | |
1444 | + | 2 | |
1445 | + | 3 | |
1446 | + | 4 | |
1447 | + | 5 | |
1448 | + | 6 | |
1449 | + | 7 | |
1450 | + | 8 | |
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1452 | + | 10 | |
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1454 | + | 12 | |
1455 | + | 13 | |
1456 | + | 14 | |
1457 | + | 15 | |
1458 | + | 16 | |
1459 | + | 17 | |
1460 | + | 18 | |
1461 | + | 19 | |
1462 | + | 20 | |
1463 | + | 21 | |
1464 | + | 22 | |
1465 | + | 23 | |
1466 | + | 24 | |
1467 | + | ||
851 | 1468 | Senate Bill No. 783 of the 1st Session of the 58th Oklahoma | |
852 | 1469 | Legislature and shall not become operative as law otherwise. | |
853 | - | ENR. H. B. NO. 2078 Page 20 | |
854 | - | Passed the House of Representatives the 24th day of February, | |
855 | - | 2021. | |
856 | - | ||
857 | - | ||
858 | - | ||
859 | - | ||
860 | - | Presiding Officer of the House | |
861 | - | of Representatives | |
862 | - | ||
863 | - | ||
864 | - | Passed the Senate the 31st day of March, 2021. | |
865 | - | ||
866 | - | ||
867 | - | ||
868 | - | ||
869 | - | Presiding Officer of the Senate | |
870 | - | ||
871 | - | ||
872 | - | ||
873 | - | OFFICE OF THE GOVERNOR | |
874 | - | Received by the Office of the Governor this ____________________ | |
875 | - | day of ___________________, 20_______, at _______ o'clock _______ M. | |
876 | - | By: _________________________________ | |
877 | - | Approved by the Governor of the State of Oklahoma this _________ | |
878 | - | day of ___________________, 20_______, at _______ o'clock _______ M. | |
879 | - | ||
880 | - | ||
881 | - | _________________________________ | |
882 | - | Governor of the State of Oklahoma | |
883 | - | ||
884 | - | OFFICE OF THE SECRETARY OF STATE | |
885 | - | Received by the Offic e of the Secretary of State this __________ | |
886 | - | day of ___________________, 20_______, at _______ o'clock _______ M. | |
887 | - | By: _________________________________ | |
1470 | + | COMMITTEE REPORT BY: COMMITTEE ON FINANCE | |
1471 | + | March 23, 2021 - DO PASS and referred to second committee ; March 24, | |
1472 | + | 2021, withdrawn from Committee on Appropriations |