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STATE OF OKLAHOMA
1st Session of the 59th Legislature (2023)
SENATE BILL 559 By: Dossett
AS INTRODUCED
An Act relating to the State Aid Formula; amending 70
O.S. 2021, Section 18 -201.1, which relates to
calculation of weighted membership; modifying weights
assigned to certain grade levels; modifying weights
for certain pupil categories; providing an effective
date; and declaring an emer gency.
BE IT ENACTED BY THE PEOPLE OF THE S TATE OF OKLAHOMA:
SECTION 1. AMENDATORY 70 O.S. 2021, Section 18 -201.1, is
amended to read as follows:
Section 18-201.1. A. Beginning with the 2020 -21 school year,
and each school year th ereafter, the weighted membership of a sc hool
district for calculation of Foundation Ai d purposes pursuant to
paragraph 1 of subsection D of Section 18 -200.1 of this title shall
be the sum of the weighted pupil grade level calculation, the
weighted pupil category calculation, the weighted distric t
calculation, and the weighted teacher experie nce and degree
calculation. The weighted membership of a school district for
calculation of Salary Incentive Aid purposes pursuant to paragraph 3
of subsection D of Se ction 18-200.1 of this title shall be the sum
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of the weighted pupil grade level calculat ion, the weighted pupil
category calculation, the weighted district calculation , and the
weighted teacher experience and degree calculation.
B. Beginning with the 2022 -2023 school year, the weighted
calculations provided for in subsection A of this sectio n shall be
based on the higher weighted average daily membership of the first
nine (9) weeks of the current school year or the preceding school
year of a school distric t, unless otherwise specified . The higher
of the two (2) weighted average daily members hips shall be used
consistently in all of the calculations; however, the weighted
calculation for a statewide virtual charter school experiencing a
significant decline in membership shall be based on the first nine
(9) weeks of the current school year for the statewide virtual
charter school. For purposes of this subsection, “significant
decline in membership ” means equal to or greater than a fifteen
percent (15%) decrease in average daily membership from the
preceding school year to the average daily memb ership of the first
nine (9) weeks of the current school year . The average daily
membership data used for all calculations in paragraphs 1, 2, 3 , and
4 of this subsection shall be the same as used in the calc ulation of
the State Aid Formula . The weighted calculations provided for in
subsection A of this section shall be determined as follows:
1. The weighted pupil grade level calculation shall be
determined by taking the highest average daily membership and
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assigning weights to the pupils according to gr ade attended as
follows:
GRADE LEVEL WEIGHT
a. Half-day early childhood programs .7 .6
b. Full-day early childhood programs 1.3 1.2
c. Half-day kindergarten 1.3 .6
d. Full-day kindergarten 1.5 1.0
e. First and second grade 1.351
f. Third grade 1.051
g. Fourth through sixth grade 1.0
h. Seventh through twelfth grade 1.2 1.0
i. f. Out-of-home placement 1.50
Multiply the membership of each subparagraph of this paragraph
by the weight assigned to such subparagrap h of this paragraph and
add the totals together to determine the weighted pupil grade level
calculation for a school district . Determination of the pupils
eligible for the early childhood program weight shall be purs uant to
the provisions of Section 1 -114 of this title. The pupils eligible
for the out-of-home placement pupil weight shall be students who are
not residents of the school district in which they are receiving
education pursuant to the provisions of subsec tion D of Section 1-
113 of this title. Such weight may be claimed by the district
providing educational services to such student for the days that
student is enrolled in that district . If claimed, the out-of-home
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placement weight shall be in lieu of the pupil grade level and any
pupil category weights for that student . Provided, if a student
resides in a juvenile detention center that is restricted to less
than twelve (12) beds, the out -of-home placement pupil weight for
such students shall be calculated as follows: for a center with six
(6) beds - 3.0; for a center with eight (8) beds - 2.3; and for a
center with ten (10) beds - 1.80.
2. The weighted pupil category calculation shall be determined
by assigning a weight to the pupil category as follows:
CATEGORY WEIGHT
a. Visual Impairment 3.8
b. Specific Learning Disability .4
c. Deafness or Hearing Impairment 2.9
d. Deaf-Blindness 3.8
e. Intellectual Disability 1.3
f. Emotional Disturbance 2.5
g. Gifted .34
h. Multiple Disabilities 2.4
i. Orthopedic Impairment 1.2
j. Speech or Language Impair ment .05 .15
k. Bilingual .25 .42
l. Special Education Summer Program 1.2
m. Economically Disadvantaged .25 .30
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n. Optional Extended School Year
Program As determined by
the State Board
of Education
o. Autism 2.4
p. Traumatic Brain Injury 2.4
q. Other Health Impairment 1.2
Except as otherwise provide d, multiply the number of pupils
approved in the school year with the highest average daily
membership in each category by the weight assigned to such category
and add the totals together to determine the weighted pupil category
calculation for a school di strict. For the 1997-98 school year and
subsequent school years, the number to be multiplied by the weight
assigned to the gifted category in subparagraph g of this paragraph
shall be the lesser of (1) th e sum of the number of students who
scored in the top three percent (3%) on any national st andardized
test of intellectual ability plus the number of students identified
as gifted pursuant to subparagraphs a through d of paragraph 1 of
Section 1210.301 of this title, or (2) the sum of the number of
students who scored in the top three percent (3 %) on any national
standardized test of intellectual ability plus eight percent (8%) of
the total average daily membership of the school district for the
first nine (9) weeks of the school year.
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3. The weighted district calculation shall be determined by
determining the calculations for each school district for both the
small school district formula and the district sparsity - isolation
formula, applying whichever is the greater of the calculations of
the two formulas and then applying the restrictions pur suant to
subparagraph c of this paragraph.
a. Small school district formula : 529 minus the average
daily membership divided b y 529 times .2 times total
average daily membership.
The small school district formula c alculation shall apply
only to school districts whose highest average daily
membership is less than 529 pupils . School districts which
are consolidated or annexed afte r July 1, 2003, pursuant to
the Oklahoma School Voluntary Consolidation and Annexation
Act shall have the weighted district size c alculation for
the three (3) school years following the fiscal year in
which such consolidation occurred calculated to be the sum
of the individual consolidated dist ricts computed as if the
consolidation had not ta ken place. Thereafter, any such
district which is consolidated pursuant to the Oklahoma
School Voluntary Consolidation and Annexation Act shall not
qualify for the weighted district calculation unless the
district can satisfy the specifications herein . Subject to
the provisions of subparagraph c of this paragraph, the
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resulting number shall be counted as additional students
for the purpose of calculating State Aid.
b. District sparsity - isolation formula:
The district sparsity - isolation formula calcu lation shall
apply only to school districts:
(1) whose total area in square miles is greater than
the average number of square miles for all school
districts in this stat e; and
(2) whose areal density is less than one-fourth (1/4)
of the state average ar eal density. Areal
density shall be determine d by dividing the
school district’s average daily membership by the
school district’s total area in square miles.
The district sparsity - isolation formula calculati on shall
be calculated as follows:
The school district student cost factor multiplied by
the school district area factor . The resulting
product shall be multiplied by the school district ’s
average daily membership . Subject to the provisions
of subparagraph c of this paragraph, the resulting
number shall be counted as additional students for th e
purpose of calculating State Aid.
The school district student cost factor shall be calculated
as follows:
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The school district’s average daily membership shall
be categorized into the following grade level groups
and applied to the appropriate formulas as computed
below:
Grade Level Group
Grades K-5 Divide 74 by the sum of the Grade
Level ADM plus 23,
add .85 to the quotient, th en
multiply the sum by the Grade
Level ADM.
Grades 6-8 Divide 122 by the sum of the Grade
Level ADM plus 133,
add .85 to the quoti ent, then
multiply the sum by the Grade
Level ADM.
Grades 9-12 Divide 292 by the sum of the Grade
Level ADM plus 128,
add .78 to the quotient, then
multiply the sum by the Grade
Level ADM.
The sum of the grade level group’s average daily
membership shall be divided by the school district ’s
average daily membership . The number one (1.0) shall
be subtracted from the resulting quot ient.
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The school district area cost fac tor shall be calculated as
follows:
Subtract the state average district area from the
district area, then divide the remainder by the state
average district area;
however, the district area cost factor shall not excee d one
(1.0).
The State Board of Educati on shall define geographical barriers
whose location in a school district would inhibit the district from
consolidation or annexation . The Board shall make available an
application process, review applications, and f or districts the
Board deems necessary allow additional square miles to be used for
the purposes of calculations used for the weig hted district sparsity
- isolation formula. Provided, that the additional square miles
allowed for geographical barriers shal l not exceed thirty percent
(30%) of the district’s actual size.
c. State Aid funds which a district is calculated to
receive as a result of the weighted district
calculation shall be restricted as follows:
If, after the weighted district calculation is
applied, the district’s projected per pupil
revenue exceeds one hundred fifty percent (150%)
of the projected state average per pupi l revenue,
then the district’s State Aid shall be reduced by
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an amount that will restrict the district ’s
projected per pupil r evenue to one hundred fifty
percent (150%) of the projected state average per
pupil revenue. Provided, in applying the
restriction provided in this division, the
district’s State Aid shall not be reduced by an
amount greater than by the amount of State Ai d
which was generated by the weighted d istrict
calculation.
The July calculation of the pr ojected per pupil
revenue shall be deter mined by dividing the district ’s
preceding year’s average daily membership (ADM) as
weighted by the pupil grade level, the pup il category,
the district and the teach er experience degree index
calculations for project ed State Aid into the
district’s projected total revenues including
projected funds for the State Aid Formula for the
preceding year, net assessed valuation for the
preceding calendar year times thirty -nine (39) mills,
county revenues excluding the county four-mills
revenues for the second preceding year, other state
appropriations for the preceding year , and the
collections for the preceding year of state
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apportionment, motor vehicle revenue, gross product ion
tax, and R.E.A. tax.
The December calculation o f the projected per pupil
revenue shall be determined by dividing the higher of
the district’s first nine (9) weeks of the current
school year or the preceding school year’s average
daily membership (ADM) as weighted by the pupil grade
level, the pupil cat egory, the district and the
teacher experience degree index calculations for
projected State Aid into the district ’s projected
total revenues including funds for the December
calculation of the current yea r State Aid Formula, net
assessed valuation for the current calendar year times
thirty-nine (39) mills, county revenues excluding the
county four-mills revenue for the preceding year,
other state appropriations for th e preceding year, and
the collections for the preceding year of state
apportionment, motor vehicle revenue, gross production
tax, and R.E.A. tax.
The district’s projected total revenues for each
calculation shall exclude the following collections
for the second preceding year: federal revenue,
insurance loss payments, reimbursements, recovery o f
overpayments and refunds, unused reserves, prior
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expenditures recovered, prior year surpluses, and
other local miscellaneous revenues.
4. The weighted teacher expe rience and degree calculation shall
be determined in accordance with the teacher experienc e and degree
index. The State Department of Education shall determine an index
for each state teacher by using data supplied in the school
district’s teacher personnel reports of the preceding year and
utilizing the index as follows:
TEACHER EXPERIENCE - DEGREE INDEX
EXPERIENCE BACHELOR’S MASTER’S DOCTOR’S
DEGREE DEGREE DEGREE
0 - 2 .7 .9 1.1
3 - 5 .8 1.0 1.2
6 - 8 .9 1.1 1.3
9 - 11 1.0 1.2 1.4
12 - 15 1.1 1.3 1.5
Over 15 1.2 1.4 1.6
The school district te acher index for each school district shall
be determined by subtracting the weighted average st ate teacher from
the weighted average district teacher . Multiply the school district
teacher index if greater than zero b y .7 and then multiply that
product by the sum of the district’s weighted pupil grade leve l
calculation provided in paragraph 1 of thi s subsection and the
weighted pupil category calculation provided in subparagraph m of
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paragraph 2 of this subsection to d etermine the weighted teacher
experience and degree calculation.
SECTION 2. This act shall become effective July 1, 2023.
SECTION 3. It being immediately necessary for the preservation
of the public peace, health , or safety, an emergency is hereby
declared to exist, by reason whereof thi s act shall take effect and
be in full force from and after its passage and approval.
59-1-643 EB 1/17/2023 5:39:31 PM