Oklahoma 2023 Regular Session

Oklahoma Senate Bill SB359 Compare Versions

Version 1 (Old)

Version 2 (New)

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3		-	ENGR. H. A. to ENGR. S . B. NO. 359 Page 1 1
	3	+	SB359 HFLR Page 1
	4	+	BOLD FACE denotes Committee Amendments. 1
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28		-	ENGROSSED HOUSE AMENDME NTS
29		-	TO
30		-	ENGROSSED SENATE BILL NO . 359 By: Pugh of the Senate
	29	+	HOUSE OF REPRESENTATIVES - FLOOR VERSION
31	30
32		-	~~and~~
	31	+	STATE OF OKLAHOMA
33	32
34		-	Lowe (Dick) of the House
35		-
36		-
37		-
38		-	[ school funding – State Aid funding formula –
39		-	effective date ]
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46		-	AMENDMENT NO. 1. Page 1, Line 9, strike the enacting clause
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48		-
49		-
50		-	Passed the House of Representatives the 26th day of April, 2023.
51		-
52		-
53		-
54		-
55		-
56		-	Presiding Officer of the House of
57		-	Representatives
58		-
59		-
60		-	Passed the Senate the ____ day of _______ ___, 2023.
61		-
62		-
63		-
64		-
65		-
66		-	Presiding Officer of the Senate
67		-
68		-
69		-	ENGR. S. B. NO. 359 Page 1 1
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	33	+	1st Session of the 59th Legislature (2023)
93	34
94	35		ENGROSSED SENATE
95	36		BILL NO. 359 By: Pugh of the Senate
96	37
97	38		and
98	39
99	40		Lowe (Dick) of the House
100	41
101	42
102	43
103	44
104	45		[ school funding – State Aid funding formula –
105	46		effective date ]
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110	51		BE IT ENACTED BY THE PEOP LE OF THE STATE OF OKLAHOMA:
111	52		SECTION 1. AMENDATORY 70 O.S. 2021, Section 18-107, is
112	53		amended to read as follows:
113	54		Section 18-107. As used in this title:
114	55		1. “Average Daily Attendance ” “Average daily attendance” (ADA)
115	56		means the legal average number of pupi ls, early childhood education
116	57		programs through grade twelve, in a school district during a school
117	58		year as determined pursuant to th e provisions of Section 18-111 of
118	59		this title. A day of school for early childhood education programs
119	60		and kindergarten shall be at least two and one -half (2 1/2) hours
120	61		and, for early childhood education, may be si x (6) hours.;
121		-	2. “Average Daily Membership ” “Average daily membership ” (ADM)
122		-	means the average number of pupils present and absent in a school
123		-	district during a school year. Average Daily Membership daily
124		-	membership shall be calculated by dividing th e sum of the pupil’s
125	62
126		-	ENGR. S. B. NO. 359 Page 2 1
	63	+	SB359 HFLR Page 2
	64	+	BOLD FACE denotes Committee Amendments. 1
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	89	+	2. “Average Daily Membership ” “Average daily membership ” (ADM)
	90	+	means the average number of pupils present and absent in a school
	91	+	district during a school year. Average Daily Membership daily
	92	+	membership shall be calculated by dividing the sum of the pupil ’s
151	93		total days present and total days absent by the number of days
152	94		taught.
153	95		a. A pupil who has been absent without excuse ten (10)
154	96		consecutive days shall be taken off the roll beginni ng
155	97		the eleventh day and thereafter shall not be
156	98		considered in a district ’s average daily membership
157	99		ADM calculation until the pupil is placed on the roll
158	100		in the district. For the purpose of this paragraph
159	101		subparagraph, consecutive days means days for which
160	102		enrollment is recorded.
161	103		b. A pupil enrolled in a statewide virtual charter school
162	104		who is behind pace and has not completed instructional
163	105		activity as defined by Section 3-145.8 of this title
164	106		for a fifteen-school-day period, without excuse as
165	107		authorized by Section 10-105 of this title, shall be
166	108		taken off the roll beginning the sixteenth day and
167	109		thereafter shall not be considered in the virtual
168	110		charter school’s Average Daily Membership ADM
169	111		calculation until the pupil is placed on the roll in
170	112		the virtual charter school.; and
171		-	3. “Total Adjusted Assessed Valuation ” means the sum of public
172		-	service property assessed valuation, personal property assessed
173		-	valuation and real property assessed valuation as adjusted pursuant
174		-	to the provisions of Section 18-109.1 of this title.
175	113
176		-	ENGR. S. B. NO. 359 Page 3 1
	114	+	SB359 HFLR Page 3
	115	+	BOLD FACE denotes Committee Amendments. 1
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	140	+	3. “Total Adjusted Assessed Valuation ” means the sum of public
	141	+	service property assessed valuation, personal property assessed
	142	+	valuation and real property assessed valuation as adjusted pursuant
	143	+	to the provisions of Section 18-109.1 of this title.
201	144		4. “Eighty-five percent (85%) of maximum allowable ”, for the
202	145		purpose of assessing class size pen alty pursuant to Sections 18-
203	146		113.1 and 18-113.2 of this title, means eighty-five percent (85%) of
204	147		ten percent (10%) of the preceding year’s net assessed valuation of
205	148		a school district. The calculation of indebtedness as provided for
206	149		in paragraph a of subs ection G F of Section 18-113.1 and
207	150		subparagraph a of paragraph 4 of subsection A of Section 18-113.2 of
208	151		this title shall include the outstanding princi pal amount of bonds
209	152		issued by the school district plus the principal amount of any bonds
210	153		authorized by a vote of the people for issuance but not yet issued
211	154		by the school district.
212	155		SECTION 2. AMENDATORY 70 O.S. 2021, Section 18-200.1, as
213	156		last amended by Section 2, Chapter 488, O.S.L. 2021, is amended to
214	157		read as follows:
215	158		Section 18-200.1. A. Beginning with the 2022-2023 2024-2025
216	159		school year, and each school year thereafter, each school district
217	160		shall have its initial allocation of State Aid calculated based on
218	161		the ad valorem tax and state dedicated revenue s actually collected
219	162		during the preceding fiscal year , the adjusted assessed valuation of
220	163		the preceding year and the weighted average daily membership for the
221		-	school district of the preceding school year. Each school district
222		-	shall submit the following da ta based on the first nine (9) weeks,
223		-	to be used in the calculation of the ave rage daily membership of the
224		-	school district:
225	164
226		-	ENGR. S. B. NO. 359 Page 4 1
	165	+	SB359 HFLR Page 4
	166	+	BOLD FACE denotes Committee Amendments. 1
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	191	+	school district of the preceding school year. Each school district
	192	+	shall submit the following da ta based on the first nine (9) weeks,
	193	+	to be used in the calculation of the ave rage daily membership of the
	194	+	school district:
251	195		1. Student enrollment by grade level;
252	196		2. Pupil category counts; and
253	197		3. Transportation supplement data.
254	198		On or before December 30, the State Department of Education
255	199		shall determine each school district ’s current year allocation
256	200		pursuant to subsection D of t his section. The State Department of
257	201		Education shall complete an audit, using procedures established by
258	202		the Department, of the st udent enrollment by grade level data, pupil
259	203		category counts, and transportation supplement data to be used in
260	204		the State Aid Formula pursuant to subsection D of this section by
261	205		December 1 and by January 15 shall notify each school district of
262	206		the district’s final State Aid allocation for the current school
263	207		year. The January payment of State Aid and each subsequent payment
264	208		for the remainder of the school year shall be based on the final
265	209		State Aid allocation as calculated in subsecti on D of this section.
266	210		Except for reductions made due to the assessment of penalties by the
267	211		State Department of Education according to law, the January payment
268	212		of State Aid and each subsequent payment for the remainder of the
269	213		school year shall not decrease by an amount more than the amount
270	214		that the current chargeable revenue increases for that district.
271		-	B. The State Department of Education shall retain n ot less than
272		-	one and one-half percent (1 1/2%) four percent (4%) of the total
273		-	funds appropriated for financial support of schools, to be used to
274		-	make midyear adjustments in State Aid and which shall be reflec ted
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276		-	ENGR. S. B. NO. 359 Page 5 1
	216	+	SB359 HFLR Page 5
	217	+	BOLD FACE denotes Committee Amendments. 1
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	242	+	B. The State Department of Education shall retain n ot less than
	243	+	one and one-half percent (1 1/2%) four percent (4%) of the total
	244	+	funds appropriated for financial support of schools, to be used to
	245	+	make midyear adjustments in State Aid and which shall be reflec ted
301	246		in the final allocations. If the amount of appropriated funds,
302	247		including the one and one-half percent (1 1/2%) four percent (4%)
303	248		retained, remaining after Jan uary 1 of each year is no t sufficient
304	249		to fully fund the final allocations, the Department sha ll
305	250		recalculate each school district’s remaining allocation pursuant to
306	251		subsection D of this section using the reduced amount of
307	252		appropriated funds.
308	253		C. On and after July 1, 1997, the amoun t of State Aid each
309	254		district shall receive shall be the sum of the F oundation Aid, the
310	255		Salary Incentive Aid, and the Transportation Supplement, as adjusted
311	256		pursuant to the provisions of subsection G E of this section and
312	257		Section 18-112.2 of this title; provi ded, no district having per
313	258		pupil revenue in excess of three hundr ed percent (300%) of the
314	259		average per pupil reven ue of all districts shall receive any State
315	260		Aid or Supplement in State Aid.
316	261		The July calculation of per pupil revenue shall be determined by
317	262		dividing the district’s second preceding year’s total weighted
318	263		average daily membership (ADM) into the district’s preceding year’s
319	264		total revenues excluding federal revenue, insurance loss payments,
320	265		reimbursements, recovery of overpa yments and refunds, unuse d
321		-	reserves, prior expenditur es recovered, prior year surpluses, an d
322		-	less the amount of any transfer fees paid in t hat year.
323		-	The December calculation of per pupil revenue shall be
324		-	determined by dividing the district’s preceding year’s total
325	266
326		-	ENGR. S. B. NO. 359 Page 6 1
	267	+	SB359 HFLR Page 6
	268	+	BOLD FACE denotes Committee Amendments. 1
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	293	+	reserves, prior expenditur es recovered, prior year surpluses, an d
	294	+	less the amount of any transfer fees paid in t hat year.
	295	+	The December calculation of per pupil revenue shall be
	296	+	determined by dividing the district’s preceding year’s total
351	297		weighted average daily membership (ADM) into the district’s
352	298		preceding year’s total revenues excluding federal revenue, insurance
353	299		loss payments, reimbursements, recovery of overpayments and refunds,
354	300		unused reserves, prior e xpenditures recovered, pr ior year surpluses,
355	301		and less the amount of any transf er fees paid in that year.
356	302		D. For the 1997-98 2024-25 school year, and each school ye ar
357	303		thereafter, Foundation Aid, the Transportation Su pplement, and
358	304		Salary Incentive Aid shall be calc ulated as follows:
359	305		1. Foundation Aid shall be det ermined by subtracting the am ount
360	306		of the Foundation Program Income from the cost of the Foundation
361	307		Program and adding to this difference the Transportation Su pplement.
362	308		a. The Foundation Program shall be a d istrict’s higher
363	309		weighted average daily membership based on the first
364	310		nine (9) weeks of the current school year or the
365	311		preceding school year of a school dis trict, as
366	312		determined by the provisions of subsection A of
367	313		Section 18-201.1 of this title and paragra phs 1, 2, 3,
368	314		and 4 of subsection B of Section 18 -201.1 of this
369	315		title, multiplied by the Base Foundation Support
370	316		Level. However, for the portion of weighted
371		-	membership derived from nonresident, transferred
372		-	pupils enrolled in online courses, the Foundation
373		-	Program shall be a district’s weighted average dai ly
374		-	membership of the preceding school year or the first
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376		-	ENGR. S. B. NO. 359 Page 7 1
	318	+	SB359 HFLR Page 7
	319	+	BOLD FACE denotes Committee Amendments. 1
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	344	+	membership derived from nonresident, transferred
	345	+	pupils enrolled in online courses, the Foundation
	346	+	Program shall be a distri ct’s weighted average dai ly
	347	+	membership of the preceding school year or the first
401	348		nine (9) weeks of the current school year, whichev er
402	349		is greater, as determined by the provisions of
403	350		subsection A of Section 18-201.1 of this title and
404	351		paragraphs 1, 2, 3, and 4 of subsection B of Sect ion
405	352		18-201.1 of this title, mul tiplied by the Base
406	353		Foundation Support Level.
407	354		b. The Foundation Program Inc ome shall be the sum of the
408	355		following:
409	356		(1) The adjusted assessed valuation of the current
410	357		school year of the school district , minus the
411	358		previous year protested ad valorem tax revenu es
412	359		held as prescribed in Section 2884 of Title 68 of
413	360		the Oklahoma Statutes, multiplied by the mills
414	361		levied the amount of ad valorem tax collections
415	362		received by the school district from the proceeds
416	363		of the levy during the preceding fiscal year, as
417	364		levied pursuant to subsection (c) of Section 9 of
418	365		Article X of the Oklahoma Constitution, if
419	366		applicable, as adjusted in subs ection (c) of
420	367		Section 8A of Article X of the Oklahoma
421		-	Constitution. For purposes of this subsection,
422		-	the “adjusted assessed valuation of the current
423		-	school year” shall be the adjusted assessed
424	368
425		-	ENGR. S. B. NO. 359 Page 8 1
	369	+	SB359 HFLR Page 8
	370	+	BOLD FACE denotes Committee Amendments. 1
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449	394
	395	+	Constitution. For purposes of this subsection,
	396	+	the “adjusted assessed valuation of the current
	397	+	school year” shall be the adjusted assessed
450	398		valuation on which tax revenues are collected
451	399		during the current school year, and
452	400		(2) Seventy-five seventy-five percent (75%) of the
453	401		amount received by the school district from the
454	402		proceeds of the county levy during the preceding
455	403		fiscal year, as levied pursuant to subsection (b)
456	404		of Section 9 of Article X o f the Oklahoma
457	405		Constitution, and
458	406		(3) Motor Vehicle Collections motor vehicle
459	407		collections, and
460	408		(4) Gross Production Tax gross production tax, and
461	409		(5) State Apportionment state apportionment, and
462	410		(6) R.E.A. Tax tax.
463	411		The items listed in divisions (1), (3), (4), (5), and
464	412		(6) of this subparagraph shall consist of the amounts
465	413		actually collected from such s ources during the
466	414		preceding fiscal year calculated on a per capita basis
467	415		on the unit provided for by law for the distribution
468	416		of each such revenue.
469		-	2. The Transportation Supplement shall be equal to the average
470		-	daily haul times the per capita allowance times the appropriate
471		-	transportation factor.
472	417
473		-	ENGR. S. B. NO. 359 Page 9 1
	418	+	SB359 HFLR Page 9
	419	+	BOLD FACE denotes Committee Amendments. 1
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	444	+	2. The Transportation Supplement shall be equal to the average
	445	+	daily haul times the per capita allowance ti mes the appropriate
	446	+	transportation factor.
498	447		a. The average daily haul shall be the number of children
499	448		in a district who are legally transported and who live
500	449		one and one-half (1 1/2) miles or more from school.
501	450		b. The per capita allowance shall be determined using the
502	451		following chart:
503	452		PER CAPITA PER CAPITA
504	453		DENSITY FIGURE ALLOWANCE DENSITY FIGURE ALLOWANCE
505	454		.3000 - .3083 $167.00 .9334 - .9599 $99.00
506	455		.3084 - .3249 $165.00 .9600 - .9866 $97.00
507	456		.3250 - .3416 $163.00 .9867 - 1.1071 $95.00
508	457		.3417 - .3583 $161.00 1.1072 - 1.3214 $92.00
509	458		.3584 - .3749 $158.00 1.3215 - 1.5357 $90.00
510	459		.3750 - .3916 $156.00 1.5358 - 1.7499 $88.00
511	460		.3917 - .4083 $154.00 1.7500 - 1.9642 $86.00
512	461		.4084 - .4249 $152.00 1.9643 - 2.1785 $84.00
513	462		.4250 - .4416 $150.00 2.1786 - 2.3928 $81.00
514	463		.4417 - .4583 $147.00 2.3929 - 2.6249 $79.00
515	464		.4584 - .4749 $145.00 2.6250 - 2.8749 $77.00
516	465		.4750 - .4916 $143.00 2.8750 - 3.1249 $75.00
517	466		.4917 - .5083 $141.00 3.1250 - 3.3749 $73.00
518	467		.5084 - .5249 $139.00 3.3750 - 3.6666 $70.00
519		-	.5250 - .5416 $136.00 3.6667 - 3.9999 $68.00
520		-	.5417 - .5583 $134.00 4.0000 - 4.3333 $66.00
521		-	.5584 - .5749 $132.00 4.3334 - 4.6666 $64.00
522	468
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	469	+	SB359 HFLR Page 10
	470	+	BOLD FACE denotes Committee Amendments. 1
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547	494
	495	+	.5250 - .5416 $136.00 3.6667 - 3.9999 $68.00
	496	+	.5417 - .5583 $134.00 4.0000 - 4.3333 $66.00
	497	+	.5584 - .5749 $132.00 4.3334 - 4.6666 $64.00
548	498		.5750 - .5916 $130.00 4.6667 - 4.9999 $62.00
549	499		.5917 - .6133 $128.00 5.0000 - 5.5000 $59.00
550	500		.6134 - .6399 $125.00 5.5001 - 6.0000 $57.00
551	501		.6400 - .6666 $123.00 6.0001 - 6.5000 $55.00
552	502		.6667 - .6933 $121.00 6.5001 - 7.0000 $53.00
553	503		.6934 - .7199 $119.00 7.0001 - 7.3333 $51.00
554	504		.7200 - .7466 $117.00 7.3334 - 7.6667 $48.00
555	505		.7467 - .7733 $114.00 7.6668 - 8.0000 $46.00
556	506		.7734 - .7999 $112.00 8.0001 - 8.3333 $44.00
557	507		.8000 - .8266 $110.00 8.3334 - 8.6667 $42.00
558	508		.8267 - .8533 $108.00 8.6668 - 9.0000 $40.00
559	509		.8534 - .8799 $106.00 9.0001 - 9.3333 $37.00
560	510		.8800 - .9066 $103.00 9.3334 - 9.6667 $35.00
561	511		.9067 - .9333 $101.00 9.6668 or more $33.00
562	512		c. The formula transportation factor shall be 1.39.
563	513		3. Salary Incentive Aid sh all be determined as follows:
564	514		a. Multiply the Incentive Aid guarantee by the district’s
565	515		higher weighted average daily membership based on the
566	516		first nine (9) weeks of the current school year or the
567	517		preceding school year o f a school district, as
568	518		determined by the provisions of subsection A of
569		-	Section 18-201.1 of this title and paragraphs 1, 2, 3,
570		-	and 4 of subsection B of Section 18 -201.1 of this
571		-	title.
572	519
573		-	ENGR. S. B. NO. 359 Page 11 1
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	521	+	BOLD FACE denotes Committee Amendments. 1
574	522		2
575	523		3
576	524		4
577	525		5
578	526		6
579	527		7
580	528		8
581	529		9
582	530		10
583	531		11
584	532		12
585	533		13
586	534		14
587	535		15
588	536		16
589	537		17
590	538		18
591	539		19
592	540		20
593	541		21
594	542		22
595	543		23
596	544		24
597	545
	546	+	Section 18-201.1 of this title and paragraphs 1, 2, 3,
	547	+	and 4 of subsection B of Section 18 -201.1 of this
	548	+	title.
598	549		b. Divide the district’s adjusted assessed valuation of
599	550		the current school year minus the previous year ’s
600	551		protested ad valorem tax revenues held as prescribed
601	552		in Section 2884 of Title 68 of the Oklahoma Statutes,
602	553		by one thousand (1,000) and su btract the quotient from
603	554		the product of subparagraph a of this paragraph. The
604	555		remainder shall not be less than zero (0) Subtract the
605	556		amount received by the school dis trict from the
606	557		proceeds of the levy during the preceding fiscal year,
607	558		as levied pursuant to subsection (c) of Section 9 of
608	559		Article X of the Oklahoma Constitution above the
609	560		fifteen (15) mills required to support Foundation Aid
610	561		pursuant to division (1) of subparagraph b of
611	562		paragraph 1 of this subse ction, not including the
612	563		county four-mill levy, by the product of subparagraph
613	564		a of this paragraph. The remainder shall not be less
614	565		than zero and shall be the Salary Incentive Aid of the
615	566		district.
616	567		c. Multiply the number of mills levied for general fund
617	568		purposes above the fifteen (15) mills required to
618	569		support Foundation Aid pursuant to division (1) of
619		-	subparagraph b of paragraph 1 of this subsection, not
620		-	including the county four-mill levy, by the remainder
621	570
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623	573		2
624	574		3
625	575		4
626	576		5
627	577		6
628	578		7
629	579		8
630	580		9
631	581		10
632	582		11
633	583		12
634	584		13
635	585		14
636	586		15
637	587		16
638	588		17
639	589		18
640	590		19
641	591		20
642	592		21
643	593		22
644	594		23
645	595		24
646	596
	597	+	subparagraph b of paragraph 1 of this subsection, not
	598	+	including the county four-mill levy, by the remainder
647	599		of subparagraph b of this paragraph. The product
648	600		shall be the Salary Incentiv e Aid of the district.
649	601		E. By June 30, 1998, the State Department of Education sha ll
650	602		develop and the Department and all school distr icts shall have
651	603		implemented a student identification system which is consistent with
652	604		the provisions of subsections C and D o f Section 3111 of Title 74 of
653	605		the Oklahoma Statutes. The student identification s ystem shall be
654	606		used specifically for the purpose o f reporting enrollment data by
655	607		school sites and by school districts, the administration of the
656	608		Oklahoma School Testing Progr am Act, the collection of approp riate
657	609		and necessary data pursuant to the Oklahoma Educational Indicators
658	610		Program, determining studen t enrollment, establishing a student
659	611		mobility rate, allocation of the State Aid Formula and midyear
660	612		adjustments in funding f or student growth. This enrollment data
661	613		shall be submitted to the State Departmen t of Education in
662	614		accordance with rules promulgate d by the State Board of Education .
663	615		Funding for the development, implementation, personnel training and
664	616		maintenance of the s tudent identification system sha ll be set out in
665	617		a separate line item in the alloc ation section of the appropriation
666	618		bill for the State Board of Education for each year.
667	619		F. 1. In the event that ad valorem taxes of a school district
668	620		are determined to be u ncollectible because of bankrupt cy, clerical
669		-	error, or a successful tax protest, a nd the amount of such taxes
670		-	deemed uncollectible e xceeds Fifty Thousand Dollars ($50,00 0.00) or
671	621
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	622	+	SB359 HFLR Page 13
	623	+	BOLD FACE denotes Committee Amendments. 1
673	624		2
674	625		3
675	626		4
676	627		5
677	628		6
678	629		7
679	630		8
680	631		9
681	632		10
682	633		11
683	634		12
684	635		13
685	636		14
686	637		15
687	638		16
688	639		17
689	640		18
690	641		19
691	642		20
692	643		21
693	644		22
694	645		23
695	646		24
696	647
	648	+	error, or a successful tax protest, a nd the amount of such taxes
	649	+	deemed uncollectible e xceeds Fifty Thousand Dollars ($50,00 0.00) or
697	650		an amount greater than twenty-five percent (25%) of ad valorem taxes
698	651		per tax year, or the valuation of a distr ict is lowered by order of
699	652		the State Board of Equa lization, the school district’s State Aid,
700	653		for the school year that such ad valorem tax es are calculated in the
701	654		State Aid Formula, shall be determined by subtracting the net
702	655		assessed valuation of the proper ty upon which taxes were deemed
703	656		uncollectible from the assessed valuation of the school district and
704	657		the state. Upon request of the loca l board of education, it shall
705	658		be the duty of the county assessor to certify to the Dir ector of
706	659		Finance of the State De partment of Education the net assessed
707	660		valuation of the property upon which taxes were determined
708	661		uncollectible.
709	662		2. In the event that th e amount of funds a school district
710	663		receives for reimbursement from the Ad Valorem Reim bursement Fund is
711	664		less than the amount of funds claimed for reimbursement by the
712	665		school district due to insufficiency of funds as pr ovided in Section
713	666		193 of Title 62 of the Oklahoma Statutes, then the school district’s
714	667		assessed valuation for the school yea r that such ad valorem
715	668		reimbursement is calculated in the State Aid Formula shall be
716	669		adjusted accordingly.
717	670		G. 1. Notwithstanding the provisions of Section 18 -112.2 of
718	671		this title, a school district shall have its State Aid reduced by an
719		-	amount equal to the amount of carryover in the gen eral fund of the
720	672
721		-	ENGR. S. B. NO. 359 Page 14 1
	673	+	SB359 HFLR Page 14
	674	+	BOLD FACE denotes Committee Amendments. 1
722	675		2
723	676		3
724	677		4
725	678		5
726	679		6
727	680		7
728	681		8
729	682		9
730	683		10
731	684		11
732	685		12
733	686		13
734	687		14
735	688		15
736	689		16
737	690		17
738	691		18
739	692		19
740	693		20
741	694		21
742	695		22
743	696		23
744	697		24
745	698
	699	+	amount equal to the amount of carryover in the gen eral fund of the
746	700		district as of June 30 of the pre ceding fiscal year, that is in
747	701		excess of the following standards for two (2) consecutiv e years:
748	702		Total Amount of Amount of
749	703		General Fund Collections, General Fund
750	704		Excluding Previous Year Balance
751	705		Cash Surplus as of June 30 Allowable
752	706		Less than $1,000,000 48%
753	707		$1,000,000 - $2,999,999 42%
754	708		$3,000,000 - $3,999,999 36%
755	709		$4,000,000 - $4,999,999 30%
756	710		$5,000,000 - $5,999,999 24%
757	711		$6,000,000 - $7,999,999 22%
758	712		$8,000,000 - $9,999,999 19%
759	713		$10,000,000 or more 17%
760	714		2. By February 1 the State Department of Educat ion shall send
761	715		by certified mail, with return rece ipt requested, to each School
762	716		District Superintendent, Auditor and Regional Accreditation Officer
763	717		school district superintendent, auditor, and regional accr editation
764	718		officer a notice of and calculatio n sheet reflecting the general
765	719		fund balance penalty to be assessed against that sc hool district.
766	720		Calculation of the general fund balance penalty shall not include
767	721		federal revenue. Within thirty (30) days of receipt of this written
768	722		notice the school distr ict shall submit to the Department a written
769		-	reply either accepting or protesting the penalty to be assessed
770	723
771		-	ENGR. S. B. NO. 359 Page 15 1
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	725	+	BOLD FACE denotes Committee Amendments. 1
772	726		2
773	727		3
774	728		4
775	729		5
776	730		6
777	731		7
778	732		8
779	733		9
780	734		10
781	735		11
782	736		12
783	737		13
784	738		14
785	739		15
786	740		16
787	741		17
788	742		18
789	743		19
790	744		20
791	745		21
792	746		22
793	747		23
794	748		24
795	749
	750	+	reply either accepting or protesting the penalty to be assessed
796	751		against the district. If protesting, the school district shall
797	752		submit with its reply the reasons for rejecting the calculations and
798	753		documentation supporting those reasons . The Department shall review
799	754		all school district penalty protest documentation and notify each
800	755		district by March 15 of its finding and the final penalty to be
801	756		assessed to each district. General fund balance penalties shall be
802	757		assessed to all school districts by April 1.
803	758		3. Any school district which receives p roceeds from a tax
804	759		settlement or a Federal Emergency Management Agency settlement
805	760		during the last two (2) months of the preceding fiscal year shall be
806	761		exempt from the penalti es assessed in this subsection, if the
807	762		penalty would occur solely as a result of r eceiving funds from the
808	763		tax settlement.
809	764		4. Any school district which receives an increase in State Aid
810	765		because of a change in Foundation Aid and/or Salary Incentive Aid
811	766		factors during the last two (2) months of the preceding fiscal ye ar
812	767		shall be exempt from t he penalties assessed in this subsection, if
813	768		the penalty would occur solely as a result of receiving funds from
814	769		the increase in State Aid.
815	770		5. If a school district does not r eceive Foundation Aid and/or
816	771		Salary Incentive Aid during the preceding fiscal year, th e State
817	772		Board of Education may waive the penalty assessed in this subsection
818	773		if the penalty would result in a loss of more than forty percent
819		-	(40%) of the remaining State Aid to be allocated to the school
820	774
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	776	+	BOLD FACE denotes Committee Amendments. 1
822	777		2
823	778		3
824	779		4
825	780		5
826	781		6
827	782		7
828	783		8
829	784		9
830	785		10
831	786		11
832	787		12
833	788		13
834	789		14
835	790		15
836	791		16
837	792		17
838	793		18
839	794		19
840	795		20
841	796		21
842	797		22
843	798		23
844	799		24
845	800
	801	+	(40%) of the remaining State Aid to be allocated to the school
846	802		district between April 1 a nd the remainder of the s chool year and if
847	803		the Board determines the penalty will cause the school district not
848	804		to meet remaining financial obligations.
849	805		6. Any school district which receives gross pr oduction revenue
850	806		apportionment during the 2002 -2003 school year or in any subseque nt
851	807		school year that is greater than the gross production revenue
852	808		apportionment of the preceding school year shall be exempt from the
853	809		penalty assessed in this subsection, if t he penalty would occur
854	810		solely as a result of the gross pr oduction revenue apportio nment, as
855	811		determined by the State Board of Education.
856	812		7. Beginning July 1, 2003, school districts that participate in
857	813		consolidation or annexation pursuant to the provisions of the
858	814		Oklahoma School Voluntary Consolidation and Annexa tion Act shall be
859	815		exempt from the penalty assessed in this subsection for the school
860	816		year in which the consolidation or annexation occurs and for the
861	817		next three (3) fiscal years.
862	818		8. Any school district which receives proceeds from a sales tax
863	819		levied by a municipality pursuant to Section 22-159 of Title 11 of
864	820		the Oklahoma Statutes or proceeds from a sales tax levied by a
865	821		county pursuant to Section 1370 of Title 68 of the Oklahoma Statutes
866	822		during the 2003-2004 school year or the 2004 -2005 school year shall
867	823		be exempt from the penalti es assessed in this subsection, if the
868		-	penalty would occur solely as a result of receiving funds from the
869		-	sales tax levy.
870	824
871		-	ENGR. S. B. NO. 359 Page 17 1
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	826	+	BOLD FACE denotes Committee Amendments. 1
872	827		2
873	828		3
874	829		4
875	830		5
876	831		6
877	832		7
878	833		8
879	834		9
880	835		10
881	836		11
882	837		12
883	838		13
884	839		14
885	840		15
886	841		16
887	842		17
888	843		18
889	844		19
890	845		20
891	846		21
892	847		22
893	848		23
894	849		24
895	850
	851	+	penalty would occur solely as a result of receiving funds from the
	852	+	sales tax levy.
896	853		9. Any school district which has an amount of carry over in the
897	854		general fund of the district in excess of the limits established in
898	855		paragraph 1 of this subsection during the fiscal years beginning
899	856		July 1, 2020, July 1, 2021, July 1, 2022, and July 1, 2023, shall
900	857		not be assessed a general fund balance penalt y as provided for in
901	858		this subsection.
902	859		10. 9. For purposes of calculating the general fund balance
903	860		penalty, the terms “carryover” and “general fund balance” shall not
904	861		include federal revenue.
905	862		H. F. In order to provide startup funds for the implementation
906	863		of early childhood programs, State Aid may be advanced to schoo l
907	864		districts that initiall y start early childhood instruction at a
908	865		school site. School districts that desire such advanced funding
909	866		shall make application to the State Department of Education no later
910	867		than September 15 of each year and advanced funding shal l be awarded
911	868		to the approved districts no later than October 30. The advanced
912	869		funding shall not exceed the per pupil amount of State Aid as
913	870		calculated in subsection D of this section per anticipated Head
914	871		Start eligible student . The total amount of advanc ed funding shall
915	872		be proportionately reduced from the monthly payments of the
916	873		district’s State Aid payments during the last six (6) months of the
917	874		same fiscal year.
918		-	I. G. 1. Beginning July 1, 1996 , the Oklahoma Tax Commission,
919		-	notwithstanding any provision of law to the contrary, sha ll report
920	875
921		-	ENGR. S. B. NO. 359 Page 18 1
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922	878		2
923	879		3
924	880		4
925	881		5
926	882		6
927	883		7
928	884		8
929	885		9
930	886		10
931	887		11
932	888		12
933	889		13
934	890		14
935	891		15
936	892		16
937	893		17
938	894		18
939	895		19
940	896		20
941	897		21
942	898		22
943	899		23
944	900		24
945	901
	902	+	I. G. 1. Beginning July 1, 1996, the Oklahoma Tax Commission,
	903	+	notwithstanding any provision of law to the contrary, sha ll report
946	904		monthly to the State Department of Education the monthly
947	905		apportionment of the following information:
948	906		a. the assessed valuation of property ad valorem tax
949	907		collections,
950	908		b. motor vehicle collect ions,
951	909		c. R.E.A. tax collected, and
952	910		d. gross productions tax collected.
953	911		2. Beginning July 1, 1997, the State Auditor and Inspector’s
954	912		Office, notwithstanding any provision of law to the contrary, shall
955	913		report monthly to the State Department of Education the monthly
956	914		apportionment of the proceeds of the county levy .
957	915		3. Beginning July 1, 1996, the Commissioners of the Land
958	916		Office, notwithstanding any provision of law to the contrary, shall
959	917		report monthly to the State Department of Education the monthly
960	918		apportionment of state apportionment.
961	919		4. Beginning July 1, 1997 , the county treasurers’ offices,
962	920		notwithstanding any provision of law to the contrary, shall report
963	921		monthly to the State Department of Education the ad valorem tax
964	922		protest amounts for each county.
965	923		5. 3. The information reported by the Tax Commission , the State
966	924		Auditor and Inspector’s Office, the county treasurers’ offices and
967	925		the Commissioners of the Land Office, pursuant to this subsection
968		-	shall be reported by school district on forms developed by the State
969		-	Department of Education.
970	926
971		-	ENGR. S. B. NO. 359 Page 19 1
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972	929		2
973	930		3
974	931		4
975	932		5
976	933		6
977	934		7
978	935		8
979	936		9
980	937		10
981	938		11
982	939		12
983	940		13
984	941		14
985	942		15
986	943		16
987	944		17
988	945		18
989	946		19
990	947		20
991	948		21
992	949		22
993	950		23
994	951		24
995	952
	953	+	shall be reported by school district on forms developed by the State
	954	+	Department of Education.
996	955		SECTION 3. AMENDATORY 70 O.S. 2021, Section 18-201.1, is
997	956		amended to read as follo ws:
998	957		Section 18-201.1. A. Beginning with the 2020-21 school year,
999	958		and each school year thereafter, the weighted membership of a school
1000	959		district for calculation of Foundation Ai d purposes pursuant to
1001	960		paragraph 1 of subsection D of Section 18-200.1 of this title shall
1002	961		be the sum of the weighted pupil grade level calculation, the
1003	962		weighted pupil category calculation, the weighted district
1004	963		calculation, and the weighted teacher experie nce and degree
1005	964		calculation. The weighted membership of a school district for
1006	965		calculation of Salary Ince ntive Aid purposes pursuant to paragraph 3
1007	966		of subsection D of Section 18 -200.1 of this title shall be the sum
1008	967		of the weighted pupil grade level calculat ion, the weighted pupil
1009	968		category calculation, the weighted district calculatio n, and the
1010	969		weighted teacher experience and degree calculation.
1011	970		B. Beginning with the 2022 -2023 school year, the weighted
1012	971		calculations provided for in subsection A of this sectio n shall be
1013	972		based on the higher weighted average daily membership of the first
1014	973		nine (9) weeks of the curr ent school year or the preceding school
1015	974		year of a school district, unless otherwise specified . The higher
1016	975		of the two (2) weighted average daily members hips shall be used
1017	976		consistently in all of the calculations; however, the weigh ted
1018		-	calculation for a stat ewide virtual charter school experiencing a
1019		-	significant decline in membership shall be based on the first nine
1020	977
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1022	980		2
1023	981		3
1024	982		4
1025	983		5
1026	984		6
1027	985		7
1028	986		8
1029	987		9
1030	988		10
1031	989		11
1032	990		12
1033	991		13
1034	992		14
1035	993		15
1036	994		16
1037	995		17
1038	996		18
1039	997		19
1040	998		20
1041	999		21
1042	1000		22
1043	1001		23
1044	1002		24
1045	1003
	1004	+	calculation for a stat ewide virtual charter school experiencing a
	1005	+	significant decline in membership shall be based on the first nine
1046	1006		(9) weeks of the current school year for the statewide virtual
1047	1007		charter school. For purposes of this subsection, “significant
1048	1008		decline in membership” means equal to or greater than a fifteen
1049	1009		percent (15%) decrease in average daily membership from the
1050	1010		preceding school year to the average daily memb ership of the first
1051	1011		nine (9) weeks of the current school year. The average daily
1052	1012		membership data used f or all calculations in paragraphs 1, 2, 3 , and
1053	1013		4 of this subsection shall be the same as used in the calculation of
1054	1014		the State Aid Formula . The weighted calculations provided for in
1055	1015		subsection A of this section shall be determined as follows:
1056	1016		1. The weighted pupil grade level calculation shall be
1057	1017		determined by taking the highest average daily membership and
1058	1018		assigning weights to the pupils according to gr ade attended as
1059	1019		follows:
1060	1020		GRADE LEVEL WEIGHT
1061	1021		a. Half-day early childhood progra ms .7
1062	1022		b. Full-day early childhood programs 1.3
1063	1023		c. Half-day kindergarten 1.3
1064	1024		d. Full-day kindergarten 1.5
1065	1025		e. First and second grade 1.351
1066	1026		f. Third grade 1.051
1067	1027		g. Fourth through sixth grade 1.0
1068		-	h. Seventh through twelfth grade 1.2
1069		-	i. Out-of-home placement 1.50
1070	1028
1071		-	ENGR. S. B. NO. 359 Page 21 1
	1029	+	SB359 HFLR Page 21
	1030	+	BOLD FACE denotes Committee Amendments. 1
1072	1031		2
1073	1032		3
1074	1033		4
1075	1034		5
1076	1035		6
1077	1036		7
1078	1037		8
1079	1038		9
1080	1039		10
1081	1040		11
1082	1041		12
1083	1042		13
1084	1043		14
1085	1044		15
1086	1045		16
1087	1046		17
1088	1047		18
1089	1048		19
1090	1049		20
1091	1050		21
1092	1051		22
1093	1052		23
1094	1053		24
1095	1054
	1055	+	h. Seventh through twelfth grade 1.2
	1056	+	i. Out-of-home placement 1.50
1096	1057		Multiply the membership of each subparagraph of this paragraph by
1097	1058		the weight assigned to such subparagraph of this paragraph and add
1098	1059		the totals together to determin e the weighted pupil grade level
1099	1060		calculation for a school district. Determination of the pupils
1100	1061		eligible for the early childhood program weight shall be pursuant to
1101	1062		the provisions of Section 1 -114 of this title. The pupils eligible
1102	1063		for the out-of-home placement pupil weight shall be students who are
1103	1064		not residents of the school district in wh ich they are receiving
1104	1065		education pursuant to the provisions of subsection D of Section 1 -
1105	1066		113 of this title. Such weight may be claimed by the district
1106	1067		providing educational services to such student for the days that
1107	1068		student is enrolled in that district . If claimed, the out-of-home
1108	1069		placement weight shall be in lieu of the pupil grade level and any
1109	1070		pupil category weights for that student . Provided, if a student
1110	1071		resides in a juvenile detention center that is restricted to less
1111	1072		than twelve (12) beds, the out -of-home placement pupil w eight for
1112	1073		such students shall be calculated as follows: for a center with six
1113	1074		(6) beds - 3.0; for a center with eight (8) beds - 2.3; and for a
1114	1075		center with ten (10) beds - 1.80.
1115	1076		2. The weighted pupil category calculation shall be determined
1116	1077		by assigning a weight to the pupil category as follows:
1117	1078		CATEGORY WEIGHT
1118		-	a. Visual Impairment 3.8
1119		-	b. Specific Learning Disability .4
1120	1079
1121		-	ENGR. S. B. NO. 359 Page 22 1
	1080	+	SB359 HFLR Page 22
	1081	+	BOLD FACE denotes Committee Amendments. 1
1122	1082		2
1123	1083		3
1124	1084		4
1125	1085		5
1126	1086		6
1127	1087		7
1128	1088		8
1129	1089		9
1130	1090		10
1131	1091		11
1132	1092		12
1133	1093		13
1134	1094		14
1135	1095		15
1136	1096		16
1137	1097		17
1138	1098		18
1139	1099		19
1140	1100		20
1141	1101		21
1142	1102		22
1143	1103		23
1144	1104		24
1145	1105
	1106	+	a. Visual Impairment 3.8
	1107	+	b. Specific Learning Disability .4
1146	1108		c. Deafness or Hearing Impairment 2.9
1147	1109		d. Deaf-Blindness 3.8
1148	1110		e. Intellectual Disability 1.3
1149	1111		f. Emotional Disturbance 2.5
1150	1112		g. Gifted .34
1151	1113		h. Multiple Disabilities 2.4
1152	1114		i. Orthopedic Impairment 1.2
1153	1115		j. Speech or Language Impairment .05
1154	1116		k. Bilingual .25
1155	1117		l. Special Education Summer Program 1.2
1156	1118		m. Economically Disadvantaged .25
1157	1119		n. Optional Extended School Year
1158	1120		Program As determined by
1159	1121		the State Board
1160	1122		of Education
1161	1123		o. Autism 2.4
1162	1124		p. Traumatic Brain Injury 2.4
1163	1125		q. Other Health Impairment 1.2
1164	1126		Except as otherwise provided , multiply the number of pupils a pproved
1165	1127		in the school year with the highest average daily membership in eac h
1166	1128		category by the weight a ssigned to such category and add the totals
1167	1129		together to determine the weighted pupil category calculation for a
1168		-	school district. For the 1997-98 school year and subsequent school
1169		-	years, the number to be multiplied by the weight a ssigned to the
1170	1130
1171		-	ENGR. S. B. NO. 359 Page 23 1
	1131	+	SB359 HFLR Page 23
	1132	+	BOLD FACE denotes Committee Amendments. 1
1172	1133		2
1173	1134		3
1174	1135		4
1175	1136		5
1176	1137		6
1177	1138		7
1178	1139		8
1179	1140		9
1180	1141		10
1181	1142		11
1182	1143		12
1183	1144		13
1184	1145		14
1185	1146		15
1186	1147		16
1187	1148		17
1188	1149		18
1189	1150		19
1190	1151		20
1191	1152		21
1192	1153		22
1193	1154		23
1194	1155		24
1195	1156
	1157	+	school district. For the 1997-98 school year and subsequent school
	1158	+	years, the number to be multiplied by the weight a ssigned to the
1196	1159		gifted category in subparagraph g of this paragraph shall be the
1197	1160		lesser of (1) the sum of the number of students who scored in the
1198	1161		top three percent (3%) on any natio nal standardized test of
1199	1162		intellectual ability plus the number of students i dentified as
1200	1163		gifted pursuant to subparagraphs a through d of paragraph 1 of
1201	1164		Section 1210.301 of this title, or (2) the sum of the number of
1202	1165		students who scored in the top three perc ent (3%) on any national
1203	1166		standardized test of intellectual ability plus eig ht percent (8%) of
1204	1167		the total average daily membership of the school district for the
1205	1168		first nine (9) weeks of the school year.
1206	1169		3. The weighted district calculation shall be determin ed by
1207	1170		determining the calculations for each school district for both the
1208	1171		small school district formul a and the district sparsity - isolation
1209	1172		formula, applying whichever is the greater of the calculations of
1210	1173		the two formulas and then applying the restrictio ns pursuant to
1211	1174		subparagraph c of this paragraph.
1212	1175		a. Small school district f ormula: 529 minus the average
1213	1176		daily membership divided by 529 times .2 times total
1214	1177		average daily membership.
1215	1178		The small school district formula c alculation shall apply
1216	1179		only to school districts whose highest average daily
1217	1180		membership is less than 529 pupils . School districts which
1218		-	are consolidated or annexed after July 1, 2003, pursuant to
1219		-	the Oklahoma School Voluntary Consolidation and Annexation
1220	1181
1221		-	ENGR. S. B. NO. 359 Page 24 1
	1182	+	SB359 HFLR Page 24
	1183	+	BOLD FACE denotes Committee Amendments. 1
1222	1184		2
1223	1185		3
1224	1186		4
1225	1187		5
1226	1188		6
1227	1189		7
1228	1190		8
1229	1191		9
1230	1192		10
1231	1193		11
1232	1194		12
1233	1195		13
1234	1196		14
1235	1197		15
1236	1198		16
1237	1199		17
1238	1200		18
1239	1201		19
1240	1202		20
1241	1203		21
1242	1204		22
1243	1205		23
1244	1206		24
1245	1207
	1208	+	are consolidated or annexed after July 1, 2003, pursuant to
	1209	+	the Oklahoma School Voluntary Consolidation and Annexation
1246	1210		Act shall have the weighted district size calculation for
1247	1211		the three (3) school years following the fiscal year i n
1248	1212		which such consolidation occurred calculated to be the sum
1249	1213		of the individual consolidated districts computed as if the
1250	1214		consolidation had not ta ken place. Thereafter, any such
1251	1215		district which is consolidated pursuant to the Oklahoma
1252	1216		School Voluntary Consolidation and Annexation Ac t shall not
1253	1217		qualify for the weighted district calculation unless the
1254	1218		district can satisfy the specifications herein . Subject to
1255	1219		the provisions of subparag raph c of this paragraph, the
1256	1220		resulting number shall be counted as addition al students
1257	1221		for the purpose of calculating State Aid.
1258	1222		b. District sparsity - isolation formula:
1259	1223		The district sparsity - isolation formula calcu lation shall
1260	1224		apply only to school dist ricts:
1261	1225		(1) whose total area in square miles is greater than
1262	1226		the average number of square miles for al l school
1263	1227		districts in this state; and
1264	1228		(2) whose areal density is less than one -fourth (1/4)
1265	1229		of the state average ar eal density. Areal
1266	1230		density shall be det ermined by dividing the
1267		-	school district’s average daily membership by the
1268		-	school district’s total area in square miles.
1269	1231
1270		-	ENGR. S. B. NO. 359 Page 25 1
	1232	+	SB359 HFLR Page 25
	1233	+	BOLD FACE denotes Committee Amendments. 1
1271	1234		2
1272	1235		3
1273	1236		4
1274	1237		5
1275	1238		6
1276	1239		7
1277	1240		8
1278	1241		9
1279	1242		10
1280	1243		11
1281	1244		12
1282	1245		13
1283	1246		14
1284	1247		15
1285	1248		16
1286	1249		17
1287	1250		18
1288	1251		19
1289	1252		20
1290	1253		21
1291	1254		22
1292	1255		23
1293	1256		24
1294	1257
	1258	+	school district’s average daily membership by the
	1259	+	school district’s total area in square miles.
1295	1260		The district sparsity - isolation formula calculation shall
1296	1261		be calculated as follows:
1297	1262		The school district student cost factor multiplied by
1298	1263		the school district area factor. The resulting
1299	1264		product shall be multip lied by the school distric t’s
1300	1265		average daily membership. Subject to the provisions
1301	1266		of subparagraph c of this paragraph, the resulting
1302	1267		number shall be counted as additional students for the
1303	1268		purpose of calculating State Aid.
1304	1269		The school district student cost factor shall be calculated
1305	1270		as follows:
1306	1271		The school district’s average daily membership shall
1307	1272		be categorized into the following grade level groups
1308	1273		and applied to the appropriate formu las as computed
1309	1274		below:
1310	1275		Grade Level Group
1311	1276		Grades K-5 Divide 74 by the sum of the Grade
1312	1277		Level ADM plus 23,
1313	1278		add .85 to the quotient, then
1314	1279		multiply the sum by the Grade
1315	1280		Level ADM.
1316	1281		Grades 6-8 Divide 122 by the sum of the Grade
1317		-	Level ADM plus 133,
1318		-	add .85 to the quotient, then
1319	1282
1320		-	ENGR. S. B. NO. 359 Page 26 1
	1283	+	SB359 HFLR Page 26
	1284	+	BOLD FACE denotes Committee Amendments. 1
1321	1285		2
1322	1286		3
1323	1287		4
1324	1288		5
1325	1289		6
1326	1290		7
1327	1291		8
1328	1292		9
1329	1293		10
1330	1294		11
1331	1295		12
1332	1296		13
1333	1297		14
1334	1298		15
1335	1299		16
1336	1300		17
1337	1301		18
1338	1302		19
1339	1303		20
1340	1304		21
1341	1305		22
1342	1306		23
1343	1307		24
1344	1308
	1309	+	Level ADM plus 133,
	1310	+	add .85 to the quotient, then
1345	1311		multiply the sum by the Grade
1346	1312		Level ADM.
1347	1313		Grades 9-12 Divide 292 by the sum of the Gra de
1348	1314		Level ADM plus 128,
1349	1315		add .78 to the quotient, then
1350	1316		multiply the sum by the Grade
1351	1317		Level ADM.
1352	1318		The sum of the grade level group ’s average daily
1353	1319		membership shall be divided by the school district’s
1354	1320		average daily membership. The number one (1.0) shall
1355	1321		be subtracted from the resulting quotient.
1356	1322		The school district area cost factor shall be calculated as
1357	1323		follows:
1358	1324		Subtract the state average district area from the
1359	1325		district area, then divide the remainder by the state
1360	1326		average district are a;
1361	1327		however, the district a rea cost factor shall not exceed one
1362	1328		(1.0).
1363	1329		The State Board of Education shall define geog raphical barriers
1364	1330		whose location in a school district would inhib it the district from
1365	1331		consolidation or annexation. The Board shall make ava ilable an
1366	1332		application process, review applications, and for districts the
1367		-	Board deems necessary allow additional squ are miles to be used for
1368		-	the purposes of calculations used for th e weighted district sparsity
1369	1333
1370		-	ENGR. S. B. NO. 359 Page 27 1
	1334	+	SB359 HFLR Page 27
	1335	+	BOLD FACE denotes Committee Amendments. 1
1371	1336		2
1372	1337		3
1373	1338		4
1374	1339		5
1375	1340		6
1376	1341		7
1377	1342		8
1378	1343		9
1379	1344		10
1380	1345		11
1381	1346		12
1382	1347		13
1383	1348		14
1384	1349		15
1385	1350		16
1386	1351		17
1387	1352		18
1388	1353		19
1389	1354		20
1390	1355		21
1391	1356		22
1392	1357		23
1393	1358		24
1394	1359
	1360	+	Board deems necessary allow additional squ are miles to be used for
	1361	+	the purposes of calculations used for th e weighted district sparsity
1395	1362		- isolation formula. Provided, that the addit ional square miles
1396	1363		allowed for geographical barriers shall not exceed thirty percent
1397	1364		(30%) of the district ’s actual size.
1398	1365		c. State Aid funds which a district is calculated to
1399	1366		receive as a result of the weighted district
1400	1367		calculation shall be restricted as f ollows:
1401	1368		If, after the weighted district calculation is
1402	1369		applied, the district ’s projected per pupil
1403	1370		revenue exceeds one hundred fifty percent (150%)
1404	1371		of the projected state average pe r pupil revenue,
1405	1372		then the district’s State Aid shall be reduced by
1406	1373		an amount that will restrict the d istrict’s
1407	1374		projected per pupil revenue to one hundred fifty
1408	1375		percent (150%) of the project ed state average per
1409	1376		pupil revenue. Provided, in applying the
1410	1377		restriction provided in this division, the
1411	1378		district’s State Aid shall not be re duced by an
1412	1379		amount greater than by the amount of State Aid
1413	1380		which was generated by the weighted district
1414	1381		calculation.
1415	1382		The July calculation of the projected per pupil
1416	1383		revenue shall be determined by dividing the district’s
1417		-	preceding year’s average daily membe rship (ADM) as
1418		-	weighted by the pupil grade level, the pupil category,
1419	1384
1420		-	ENGR. S. B. NO. 359 Page 28 1
	1385	+	SB359 HFLR Page 28
	1386	+	BOLD FACE denotes Committee Amendments. 1
1421	1387		2
1422	1388		3
1423	1389		4
1424	1390		5
1425	1391		6
1426	1392		7
1427	1393		8
1428	1394		9
1429	1395		10
1430	1396		11
1431	1397		12
1432	1398		13
1433	1399		14
1434	1400		15
1435	1401		16
1436	1402		17
1437	1403		18
1438	1404		19
1439	1405		20
1440	1406		21
1441	1407		22
1442	1408		23
1443	1409		24
1444	1410
	1411	+	preceding year’s average daily membe rship (ADM) as
	1412	+	weighted by the pupil grade level, the pupil category,
1445	1413		the district and the teacher experience deg ree index
1446	1414		calculations for projected State Aid into the
1447	1415		district’s projected total revenues including
1448	1416		projected funds for the State Aid Formula for the
1449	1417		preceding year, net assessed valuation the amount
1450	1418		received by the school district from ad valorem tax
1451	1419		collections for the preceding calendar year times
1452	1420		thirty-nine (39) mills, county revenues excluding the
1453	1421		county four-mills revenues for the second preceding
1454	1422		year, other state appropriations for the preceding
1455	1423		year, and the collections for the preceding year of
1456	1424		state apportionment, motor vehicle revenue, gross
1457	1425		production tax, and R.E.A. tax.
1458	1426		The December calculation of the projected per pupil
1459	1427		revenue shall be determined by dividing the higher of
1460	1428		the district’s first nine (9) weeks of the current
1461	1429		school year or the preceding school year ’s average
1462	1430		daily membership (ADM) as weighte d by the pupil grade
1463	1431		level, the pupil category, the district and the
1464	1432		teacher experience degree index calculations for
1465	1433		projected State Aid into the district ’s projected
1466	1434		total revenues including funds for the December
1467		-	calculation of the current year State Ai d Formula, net
1468		-	assessed valuation the amount received by the school
1469	1435
1470		-	ENGR. S. B. NO. 359 Page 29 1
	1436	+	SB359 HFLR Page 29
	1437	+	BOLD FACE denotes Committee Amendments. 1
1471	1438		2
1472	1439		3
1473	1440		4
1474	1441		5
1475	1442		6
1476	1443		7
1477	1444		8
1478	1445		9
1479	1446		10
1480	1447		11
1481	1448		12
1482	1449		13
1483	1450		14
1484	1451		15
1485	1452		16
1486	1453		17
1487	1454		18
1488	1455		19
1489	1456		20
1490	1457		21
1491	1458		22
1492	1459		23
1493	1460		24
1494	1461
	1462	+	calculation of the current year State Ai d Formula, net
	1463	+	assessed valuation the amount received by the school
1495	1464		district from ad valorem tax collections for the
1496	1465		current calendar preceding fiscal year times thirty-
1497	1466		nine (39) mills, county revenues excluding the county
1498	1467		four-mills revenue for the preced ing year, other state
1499	1468		appropriations for the preceding year, and the
1500	1469		collections for the preceding ye ar of state
1501	1470		apportionment, motor vehicle revenue, gross production
1502	1471		tax, and R.E.A. tax.
1503	1472		The district’s projected total revenues for each
1504	1473		calculation shall exclude the following collections
1505	1474		for the second preceding year: federal revenue,
1506	1475		insurance loss payments, reimbursements, recovery of
1507	1476		overpayments and refunds, unused reserves, prior
1508	1477		expenditures recovered, prior year surpluses, and
1509	1478		other local miscellan eous revenues.
1510	1479		4. The weighted teacher experience and degree calculation sh all
1511	1480		be determined in acco rdance with the teacher experience and degree
1512	1481		index. The State Department of Education shall determine an index
1513	1482		for each state teacher by using data suppl ied in the school
1514	1483		district’s teacher personnel reports of the preceding year and
1515	1484		utilizing the index as follows:
1516	1485		TEACHER EXPERIENCE - DEGREE INDEX
1517		-	EXPERIENCE BACHELOR’S MASTER’S DOCTOR’S
1518		-	DEGREE DEGREE DEGREE
1519	1486
1520		-	ENGR. S. B. NO. 359 Page 30 1
	1487	+	SB359 HFLR Page 30
	1488	+	BOLD FACE denotes Committee Amendments. 1
1521	1489		2
1522	1490		3
1523	1491		4
1524	1492		5
1525	1493		6
1526	1494		7
1527	1495		8
1528	1496		9
1529	1497		10
1530	1498		11
1531	1499		12
1532	1500		13
1533	1501		14
1534	1502		15
1535	1503		16
1536	1504		17
1537	1505		18
1538	1506		19
1539	1507		20
1540	1508		21
1541	1509		22
1542	1510		23
1543	1511		24
1544	1512
	1513	+	EXPERIENCE BACHELOR’S MASTER’S DOCTOR’S
	1514	+	DEGREE DEGREE DEGREE
1545	1515		0 - 2 .7 .9 1.1
1546	1516		3 - 5 .8 1.0 1.2
1547	1517		6 - 8 .9 1.1 1.3
1548	1518		9 - 11 1.0 1.2 1.4
1549	1519		12 - 15 1.1 1.3 1.5
1550	1520		Over 15 1.2 1.4 1.6
1551	1521		The school district teacher index for each school district shall
1552	1522		be determined by subtracting the weighted average st ate teacher from
1553	1523		the weighted average district teacher . Multiply the school d istrict
1554	1524		teacher index if greater than zero by .7 and then multiply that
1555	1525		product by the sum of the district’s weighted pupil grade level
1556	1526		calculation provided in paragraph 1 of thi s subsection and the
1557	1527		weighted pupil category calculation provided in subparagr aph m of
1558	1528		paragraph 2 of this subsection to determine the weighted teacher
1559	1529		experience and degree calculation.
1560	1530		SECTION 4. This act shall becom e effective November 1, 2023.
1561	1531
1562		-	ENGR. S. B. NO. 359 Page 31 1
1563		-	2
1564		-	3
1565		-	4
1566		-	5
1567		-	6
1568		-	7
1569		-	8
1570		-	9
1571		-	10
1572		-	11
1573		-	12
1574		-	13
1575		-	14
1576		-	15
1577		-	16
1578		-	17
1579		-	18
1580		-	19
1581		-	20
1582		-	21
1583		-	22
1584		-	23
1585		-	24
1586		-
1587		-	Passed the Senate the 14th day of March, 2023.
1588		-
1589		-
1590		-
1591		-	Presiding Officer of the Senate
1592		-
1593		-
1594		-	Passed the House of Representatives the ____ day of __________,
1595		-	2023.
1596		-
1597		-
1598		-
1599		-	Presiding Officer of the House
1600		-	of Representatives
1601		-
1602		-
	1532	+	COMMITTEE REPORT BY: COMMITTEE ON COMMON EDUCATION, dated 04/12/2023
	1533	+	- DO PASS, As Amended.