Oklahoma 2023 1st Special Session

Oklahoma Senate Bill SB36 Latest Draft

Bill / Enrolled Version Filed 05/26/2023

                             
 
 
An Act 
ENROLLED SENATE 
BILL NO. 36x 	By: Thompson (Roger) and Hall 
of the Senate 
 
  and 
 
  Wallace and Martinez of the 
House 
 
 
 
An Act relating to education; specifying 
apportionment of certain appropriated funds; 
providing for the budgeting of funds i n certain 
categories and amounts; requiring development of 
certain performance measures; requiring transfers of 
certain funds; limiting authority to reduce certain 
apportionments; requiring certain funds to be 
expended for certain purp oses; stating purpose s for 
allocated funds; requiring certain transfer of funds; 
stating legislative intent regarding expenditures for 
direct costs; prohibiting the State Department of 
Education from contracting for certain administrative 
costs in certain program; providing fo r duties and 
compensation of employees of the Stat e Department of 
Education; requiring the reduction or withholding of 
State Aid funds for certain purposes; authorizing the 
State Board of Education to request transfer of 
certain funds; authorizing the requ est of early 
allocations for certain funds; requir ing proportional 
reductions of allocations under certain conditions; 
requiring participation in federal grant funding; 
authorizing exemption fro m budgetary limits for 
unanticipated federal funds; providing procedures; 
requiring approval of exemption request und er certain 
conditions; requiring budgeting of certain funds in 
certain years; providing lapse dates; requiring 
certain budgeting procedures ; prohibiting certain 
budgeting procedures ; providing an effective date; 
and declaring an emergency . 
 
   
 
ENR. S. B. NO. 36x 	Page 2 
 
SUBJECT:  Education 
 
BE IT ENACTED BY THE PEOPLE OF TH E STATE OF OKLAHOMA: 
 
SECTION 1.  For the fiscal year ending June 30, 202 4, the 
support of public school activities by the State Board of Education 
payable from monies appropriated and authorized by Enrolled House 
Bill No. 1004 of the 1st Extraordinary Session of the 59th Oklahoma 
Legislature shall be apportioned as follows: 
 
1. Funds appropriated and authorized by Sections 1 through 7 of 
Enrolled House Bill 1004 of the 1st Extraordinary Session of the 
59th Oklahoma Legislature: 
 
Local and State-supported Financial 
Support of Public Schools 	$2,437,991,559.00 
 
SUBTOTAL, PARAGRAPH 1 	$2,437,991,559.00 
 
2. Funds appropriated by Sections 8 through 15 of Enrolled 
House Bill No. 1004 of the 1st Extraordinary Session of the 59th 
Oklahoma Legislature: 
 
Certified Employee Health Benefit 
Allowance 	$359,193,470.00 
 
Support Employee Health Benefit 
Allowance 	$194,211,359.00 
 
Teachers’ Retirement Credit 	$35,000,000.00 
 
Purchase of Textbooks and 
Instructional Materials 	$45,190,000.00 
 
Alternative and High Challenge 
Education 	$14,000,000.00 
 
Education Leadership Oklahoma 	$3,770,000.00 
 
Advanced Placement Incentives 	$1,500,000.00 
   
 
ENR. S. B. NO. 36x 	Page 3 
Reading Sufficiency Act 	$13,000,000.00 
 
Required Assessments 	$9,205,685.00 
 
Teach for America 	$2,000,000.00 
 
Street School 	$180,000.00 
 
Ag in the Classroom 	$38,000.00 
 
Imagine Math 	$1,000,000.00 
 
Imagine Reading 	$1,000,000.00 
 
Oklahoma Arts Institute 	$320,000.00 
 
Early Intervention 	$16,225,341.00 
 
Secure Schools Program 	$2,350,000.00 
 
Great Expectations 	$500,000.00 
 
Child ID 	$500,000.00 
 
Academic Standards Implementation 	$300,000.00 
 
Teacher and Leader Effectiveness 	$250,000.00 
 
Student Information Security 	$500,000.00 
 
ACT Work Keys  	$250,000.00 
 
Early Childhood Initiative 	$12,000,000.00 
 
School Lunch Matching 	$3,500,000.00 
 
Oklahoma School Security Initiative 	$1,400,000.00 
 
Metrics Software  	$2,000,000.00 
 
Inhalers for all schools 	$250,000.00 
   
 
ENR. S. B. NO. 36x 	Page 4 
SUBTOTAL, PARAGRAPH 2 	$719,633,855.00 
 
3. Funds appropriated by Section 10 of Enrolled House Bill No. 
1004 of the 1st Extraordinary Session of the 59th Oklahoma 
Legislature: 
 
Administrative and Support 
Functions of the State Department 
of Education 	$19,145,366.00 
 
SUBTOTAL, PARAGRAPH 3 	$19,145,366.00 
 
TOTAL State School Aid and Programs $3,176,770,780.00 
 
SECTION 2.  For the fiscal year ending June 30, 202 4, the State 
Board of Education shall budget all funds in the following 
categories and amounts: 
 
Category 	Total 
 
Payroll, Salaries or Wages, 	$25,775,827.00 
 
Including Tax-sheltered Deferment 
Contracts and Longevity Payments 
Authorized by State Statutes 
 
Professional and Personal Ser vices 
Contracts 	$31,840,048.00 
 
Other Operating Funds 	$3,908,491,664.00 
 
Expenditure of Federal Funds 	$1,825,621,183.00 
 
TOTAL 	$5,791,728,722.00 
 
The agency shall develop outcome-based performance measures for 
each budget category. 
 
SECTION 3. The funds appropriat ed in Sections 12 and 13 of 
Enrolled House Bill No. 1004 of the 1st Extraordinary Session of the 
59th Oklahoma Legislature in the amount of Four Million One Hundred   
 
ENR. S. B. NO. 36x 	Page 5 
Nineteen Thousand Three Hundred Sixty -nine Dollars ($4,119,369.00) 
shall be transferred to the School Consolidation Assistance Fund. 
 
SECTION 4.  The funds appropriated in Sections 14 and 15 of 
Enrolled House Bill No. 1004 of the 1st Extraordinary Session of the 
59th Oklahoma Legislature in the amount of Four Million One Hundred 
Nineteen Thousand Three Hun dred Sixty-nine Dollars ($4,119,369.00) 
shall be transferred to the Teachers’ Retirement System Dedicated 
Revenue Revolving Fund. 
 
SECTION 5.  The funds allocated in Section 1 of this act 
specifically for the purpose of funding the Teachers’ Retirement 
Credit shall be transferred to the T eachers’ Retirement System of 
Oklahoma. 
 
SECTION 6.  If the funds allocated in Section 1 of this act 
specifically for the purpose of funding the Teacher s’ Retirement 
Credit are insufficient to fully fund the employee contr ibution 
credits provided for in Section 17-108.2 of Title 70 of the Oklahoma 
Statutes as invoiced by the Teachers’ Retirement System of Oklahoma, 
the Department may reduce in equal propo rtions funds allocated in 
Section 1 of this act to Education Leadershi p Oklahoma, Secure 
Schools Program, Teach for America, TLE Retention, Child ID, 
Advanced Teacher Training, Reading Sufficiency Act, Alternative and 
High Challenge Education, Required Assessments, Ag in the Classroom, 
Imagine Math, Imagine Reading, ACT WorkKeys, and Oklahoma Arts 
Institute. The total amount of funds reduced shall not exceed the 
additional amount required to fully fund the employee contribution 
credits. 
 
SECTION 7.  The funds allocated in Sec tion 1 of this act for the 
purpose of funding Educ ation Leadership Oklahoma shall be expended 
as follows: 
 
1.  Four Hundred Seventy Thousand Dollars ($470,000.00) shall be 
transferred to the Oklahoma National Board Certification Revolving 
Fund created in Section 6-204.4 of Title 70 of t he Oklahoma Statutes 
for the purpose of awarding annual bonuses as directed; and 
 
2.  Three Million Three Hundred Thousand Dollars ($3,300,000.00) 
shall be transferred to the Oklahoma School Psychologist, Speech-
Language Pathologist, and Audiologist Nationa l Certification   
 
ENR. S. B. NO. 36x 	Page 6 
Revolving Fund created in Section 6 -206.1 of Title 70 of the 
Oklahoma Statutes for the purpose of awarding annual bonuses as 
directed. 
 
SECTION 8.  The funds allocated in Section 1 of this act for 
Advanced Placement Incenti ves shall be expended for the purpose of 
providing assistance for students in financia l need, grants to 
districts wanting to s tart new AP programs, and expanding 
professional development, pursuant to the provisions of Section 
1210.703 of Title 70 of the Okl ahoma Statutes. 
 
SECTION 9.  The funds allocated in Section 1 of thi s act for the 
Reading Sufficiency Act shall be expended pursu ant to the provisions 
of Section 1210.508A et seq. of Title 70 of the Oklahoma Statutes. 
 
SECTION 10.  The funds allocated in Section 1 of this act for 
Teacher and Leader Effectiv eness shall be expended for the purpose 
of improving the effe ctiveness of teachers and leaders in the public 
school system through continued development, pursuant to Section 6-
101.16 of Title 70 of the Oklahoma Statutes. 
 
SECTION 11.  The funds allocated in Section 1 of this act for 
Required Assessments shall be expended for the purpose of 
administering a statewide student assessment system for grades thr ee 
through twelve, pursuant to Section 1210.508 of Title 70 of the 
Oklahoma Statutes. 
 
SECTION 12.  The funds allocated in Section 1 of this act for 
Alternative and High Challenge Education shall be expended for the 
purpose of operating th e statewide system of alternative education 
programs as provided in Section 1210.568 of T itle 70 of the Oklahoma 
Statutes, and for encouraging school districts to participate in 
innovative alternative education programs. 
 
SECTION 13. The funds allocated in Section 1 of this act for 
Early Intervention shall be transferred to the Early Intervention 
Fund 250.  It is the intent of the Legis lature that funding 
available for SoonerStart Early Intervention Services be ex pended 
for direct services to eligible infants, toddlers, and their 
families.  The State Department of Education shall not contract, 
pay, or reimburse for administrative cost re covery personnel, 
accounting, management information system costs, and maintenance and   
 
ENR. S. B. NO. 36x 	Page 7 
operations at the state or local level or indirect costs which do 
not comply with the requirements of Section 13-125 of Title 70 of 
the Oklahoma Statutes. 
 
SECTION 14.  The funds allocated in Section 1 of this act for 
the Early Childhood Initiative shall be expended for the purpose of 
funding the early childhood prog ram pursuant to the provisions of 
Section 10-105.4 of Title 70 of the Oklahoma Statutes. 
 
SECTION 15.  The funds allocated in Section 1 of this act for 
the Oklahoma Academic Standards Implementation shall be expended for 
the purpose of funding standards implementation pursuant to the 
provisions of Section 1 1-103.6 of Title 70 of the Oklah oma Statutes. 
 
SECTION 16. The funds allocated in Section 1 of this act for 
Metrics Software shall be expended for the purpose of funding a 
statistical software suite fo r data management, advanced analytics, 
multivariate analysis and pred ictive analytics. 
 
SECTION 17. The funds allocated i n Section 1 of this act for 
the Oklahoma School Security Initiative shall be expended for the 
purpose of funding grant s pursuant to Section 51.2b of Title 74 of 
the Oklahoma Statutes. 
 
SECTION 18.  The funds allocated in Section 1 of this act for 
inhalers shall be expended pursuant to the provisions of Section 1-
116.3 of Title 70 of the Oklahoma Statutes. 
 
SECTION 19.  State Aid funds shall be reduced or withheld by the 
State Board of Education in an amount necessary to ensur e compliance 
with the provisions of this act . 
 
SECTION 20. The State Department of Education shall not 
decline, refuse participation in, or choose not to apply for any 
federal grant funding that had been received by the Department prior 
to FY 2023 without joint approval from the President Pro Tempore of 
the Oklahoma State Senat e and the Speaker of the Oklah oma House of 
Representatives. 
 
SECTION 21.  The State Board of Education is authorized to 
request the Office of Management and Enterprise Services to transfer 
appropriated funds to the appropriate dispensing fund.   
 
ENR. S. B. NO. 36x 	Page 8 
 
SECTION 22.  The State Superintendent of Public Instruction may 
request through the Director of the Office of Management and 
Enterprise Services the ear ly transfer by the Oklahoma Tax 
Commission of tax collections to the Education Reform Revolving Fund 
for the purpose of early allocation to the Board’s disbursing funds 
to alleviate cash-flow problems. 
 
SECTION 23.  If funds appropriated in Sections 1 through 15 of 
Enrolled Senate Bill No. 1004 of the 1st Extraordinary Session of 
the 59th Oklahoma Legislature are not sufficient to fully fund the 
provisions of this act, each school district which qualifies for 
funds, excluding Financial Support of Public Schools, pursuant to 
the provisions of this act shall take a pro portionate reduction. 
 
SECTION 24.  A.  The State Superintendent of Public Instruction 
may request, in the manner provided in this section, that receipt 
and expenditure of unanticipated federal funds awa rded after July 1, 
2023, be exempt from expenditure limitations and from budgetary 
limitations. 
 
1.  The Superintendent shall make a request for exemption to the 
Office of Management a nd Enterprise Services in writing and file a 
revised budget work program. 
 
2.  The Superintendent shall also fi le copies of the request for 
exemption and budget work program revisions with the Oklahoma State 
Senate Appropriations Committee Chair and the Oklahoma House of 
Representatives Appropriations and Budget Committee Chair.  The 
Senate Appropriations Committee Chair and /or the House 
Appropriations and Budget Committee Chair shall notify the Office of 
Management and Enterprise Services of any noncompliance o f the 
request with legislative intent within twelve (12) calendar d ays of 
their receipt of the exemption request. 
 
B. The Office of Management and Enterprise Services shall 
approve the request for exemption unless both the Chair and Vice 
Chair of the Joint Legislative Committee on Budget and Program 
Oversight provide written notification to the Office of Mana gement 
and Enterprise Services within twelve (12) calendar days of the 
Committee’s receipt of the exemption request that the exemption 
subverts the intention and objectives of the Legislature in   
 
ENR. S. B. NO. 36x 	Page 9 
establishing the original limit.  The Office of Management an d 
Enterprise Services shall give written notice of approval or 
disapproval of each exemption to the agency, the Governor, the Chair 
of the Senate Appropriations Commi ttee and the Chair of the House 
Appropriations and Budget Committee within eighteen (18) c alendar 
days of receiving the request. 
 
SECTION 25.  Appropriations made by this act, not including 
appropriations made for capital out lay purposes, may be budgeted for 
the fiscal year ending June 30, 2024 (hereafter FY-24) or may be 
budgeted for the fiscal year ending June 30 , 2025 (hereafter FY-25).  
Funds budgeted for FY-24 may be encumbered only through June 30, 
2024, and must be expended by November 15, 2024.  Any funds 
remaining after November 15, 2024, and not budgeted for FY-25, shall 
lapse to the credit of the proper f und for the then current fiscal 
year.  Funds budgeted for FY-25 may be encumbered only through June 
30, 2025.  Any funds remaining after November 15, 2025, shall lapse 
to the credit of the proper fund for the then curre nt fiscal year.  
These appropriations may not be budgeted in both fiscal years 
simultaneously.  Funds budgeted in FY-24, and not required to pay 
obligations for that fiscal year, may be budgeted for FY-25, after 
the agency to which the funds have been appr opriated has prepared 
and submitted a budget work program revision removing the se funds 
from the FY-24 budget work program and after such revision has been 
approved by the Office of Management and Enter prise Services. 
 
SECTION 26.  This act shall become effective July 1, 2023. 
 
SECTION 27.  It being immediately necessary for the preservation 
of the public peace, health or safety, an emergency is hereby 
declared to exist, by reason whereof this act shall take effect and 
be in full force from and after its passage and approval. 
   
 
ENR. S. B. NO. 36x 	Page 10 
Passed the Senate the 24th day of May, 2023. 
 
 
  
 	Presiding Officer of the Senate 
 
 
Passed the House of Representatives the 26th day of May, 2023. 
 
 
  
 	Presiding Officer of the House 
 	of Representatives 
 
OFFICE OF THE GOVERNOR 
Received by the Office of the Governor this _______ _____________ 
day of _________________ __, 20_______, at _______ o'clock _______ M. 
By: _______________________________ __ 
Approved by the Govern or of the State of Oklahoma this _____ ____ 
day of _________________ __, 20_______, at _______ o'clock _______ M. 
 
 	_________________________________ 
 	Governor of the State of Oklahoma 
 
 
OFFICE OF THE SECRETARY OF STATE 
Received by the Office of the Secretary of State this _______ ___ 
day of __________________, 20 _______, at _______ o'clock _______ M. 
By: _______________________________ __