Req. No. 1320 Page 1 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
STATE OF OKLAHOMA
1st Session of the 59th Legislature (2023)
SENATE BILL 825 By: Daniels
AS INTRODUCED
An Act relating to school funding; amending 70 O.S.
2021, Section 18-201.1, which relates to weighted
membership of a school district; m odifying the small
school district formula; providing an effective date;
declaring an emergency; and providing for conditional
effect.
BE IT ENACTED BY THE PEOPLE OF THE STATE 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 thereafter, the weighted me mbership of a school
district for calculation of Foundation Aid 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 district
calculation, and the weighted teacher experience 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 Section 18 -200.1 of this title shall be the sum
Req. No. 1320 Page 2 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
of the weighted pupil grade level calculation, the weighted pupil
category calculation, the wei ghted district calculation , and the
weighted teacher experience and degree calculation.
B. Beginning with the 2022-2023 school year, the we ighted
calculations provided for in su bsection A of this section 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 district, unless otherwise speci fied. The higher
of the two (2) weigh ted average daily memberships shall be used
consistently in all of the calcula tions; however, the weighted
calculation for a statewide virtual charter school experiencing a
significant decline in membership shall be ba sed on the first nine
(9) weeks of the current school year for the statewide virtual
charter school. For purposes o f this subsection, “significant
decline in membership ” means equal to or greater than a fifteen
percent (15%) decrease in average daily memb ership from the
preceding school year to the average daily membership of the first
nine (9) weeks of the current sch ool 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 calculation of
the State Aid Formula. The weighted calculations provided for in
subsection A of this se ction shall be determined as follows:
1. The weighted pupil grade level calculation shall be
determined by taking the highest average daily membership and
Req. No. 1320 Page 3 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
assigning weights to t he pupils according to grade attended as
follows:
GRADE LEVEL WEIGHT
a. Half-day early childhood programs .7
b. Full-day early childhood programs 1.3
c. Half-day kindergarten 1.3
d. Full-day kindergarten 1.5
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
i. Out-of-home placement 1.50
Multiply the membership of each subparagraph of this paragraph
by the weight assigned to such subparagraph of this paragraph and
add the totals together to determine the weighted pupil grade level
calculation for a school dist rict. Determination of the pupils
eligible for the early childhood program weight shall be pursuant to
the provisions of Section 1 -114 of this title. The pupils eligible
for the out-of-home placement pupil weight shall be stude nts who are
not residents of the school district in which they are receiving
education pursuant to the provisions of subsection 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
Req. No. 1320 Page 4 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
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 tha t is restricted to less
than twelve (12) beds, the out -of-home placement pupil weight for
such students shall be calculated as f ollows: for a center with six
(6) beds - 3.0; for a center with eight (8) bed s - 2.3; and for a
center with ten (10) beds - 1.80.
2. The weighted pupil ca tegory 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 Disabilit y 1.3
f. Emotional Disturbance 2.5
g. Gifted .34
h. Multiple Disabilities 2.4
i. Orthopedic Impairment 1.2
j. Speech or Language Impairment .05
k. Bilingual .25
l. Special Education Summer Program 1.2
m. Economically Disadvantage d .25
Req. No. 1320 Page 5 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
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 Impairme nt 1.2
Except as otherwise provided, m ultiply the number of pupils
approved in the school year with the highest aver age daily
membership in each category by the weight assigned to such category
and add the totals together to determine the weighted pupil ca tegory
calculation for a school distri ct. 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 paragr aph
shall be the lesser of (1) the sum of the numb er of students who
scored in the top three percent (3%) on any national standardized
test of intellectual ability pl us the number of students identified
as gifted pursuant to subparagraphs a through d of pa ragraph 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 natio nal
standardized test of in tellectual ability plus eight percent (8%) of
the total average daily membership of the sc hool district for the
first nine (9) weeks of the school year.
Req. No. 1320 Page 6 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
3. The weighted district calculation shall be determined by
determining the calculations for each scho ol district for both the
small school district formula and the district sparsity - isolation
formula, applying whichever is the greater of t he calculations of
the two formulas and then applying the restrictions pursuant to
subparagraph c of this paragraph.
a. Small school district formula: 529 minus the average
daily membership divided by 529 times .2 .3 times
total average daily membership.
The small school district formula calc ulation shall apply
only to school districts whose highest average daily
membership is less than 529 pupils. School districts which
are consolidated or annexed after July 1, 2003, pursuant to
the Oklahoma School Voluntary Consolidation and Annexation
Act shall have the weighted district size calculation f or
the three (3) school yea rs following the fiscal year in
which such consolidation occurred calculated to be the sum
of the individual consolidated districts computed as if the
consolidation had not taken place. Thereafter, any such
district which is con solidated pursuant to the O klahoma
School Voluntary Consolidation and Annexation Act shall not
qualify for the weighted district calculation unless the
district can satisfy the specifications herein. Subj ect to
the provisions of subparagraph c of this par agraph, the
Req. No. 1320 Page 7 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
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 calculatio n shall
apply only to school districts:
(1) whose total area in square miles i s greater than
the average number of square miles for all school
districts in this state; and
(2) whose areal density is less than one -fourth (1/4)
of the state average areal den sity. Areal
density shall be determined by dividin g the
school district’s average daily membership by the
school district’s total area in square miles.
The district sparsity - isolation formula calculation shall
be calculated as follows:
The school district student cost factor multiplied by
the school district area factor. The res ulting
product shall be multiplied by the school district ’s
average daily membership. Subjec t to the provisions
of subparagraph c of this p aragraph, the resulting
number shall be counted as additional students for the
purpose of calculating State Aid.
The school district student cost factor shall be calculated
as follows:
Req. No. 1320 Page 8 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
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, then
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 quotient, 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 g roup’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 quotien t.
Req. No. 1320 Page 9 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
The school district area cost factor shall be c alculated 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 exceed o ne
(1.0).
The State Board of Education shall defin e geographical barriers
whose location in a school district would inhibit the district fr om
consolidation or annexat ion. The Board shall make available an
application process, review applications, and for districts the
Board deems necessary allow addition al square miles to be used for
the purposes of calculations used for the weighted distric t sparsity
- isolation formula. Provided, that the additional square miles
allowed for geographical barriers shall 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 t he weighted district
calculation shall be restricted as follows:
If, after the weighted distric t calculation is
applied, the district ’s projected per pupil
revenue exceeds one hundred fifty percent (150%)
of the projected state average per pupil revenue,
then the district’s State Aid shall be reduced by
Req. No. 1320 Page 10 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
an amount that will restrict the district ’s
projected per pupil revenue to one hundred fifty
percent (150%) of the pro jected state average per
pupil revenue. Provided, in applying the
restriction provided i n this division, the
district’s State Aid shall not be reduced by an
amount greater than by the amount of State Aid
which was generated by the weighted district
calculation.
The July calculation of the pro jected per pupil
revenue shall be determined by div iding the district’s
preceding year’s average daily membership (ADM) as
weighted by the pupil g rade level, the pupil category,
the district and the teacher experience degree index
calculations for projecte d State Aid into the
district’s projected total rev enues 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 f our-mills
revenues for the second preceding year, o ther state
appropriations for the preceding year , and the
collections for the preceding year of state
Req. No. 1320 Page 11 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
apportionment, motor vehicle revenue, gross production
tax, and R.E.A. tax.
The December calculation of the projected per pupil
revenue shall be determine d 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 cate gory, the district and the
teacher experience degre e index calculations for
projected State Aid into the district ’s projected
total revenues inclu ding funds for the December
calculation of the current year State Aid Fo rmula, 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 the preceding year , and
the collections for the precedi ng 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 co llections
for the second preceding year: federal revenue,
insurance loss payments, reimbursements, recovery of
overpayments and refunds, unused reserves, prior
Req. No. 1320 Page 12 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
expenditures recovered, prio r year surpluses, and
other local miscellaneous revenues.
4. The weighted teacher experience and degree calculation shall
be determined in accordance with the teacher experience and degree
index. The State Department of Educati on 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 teacher index fo r each school district shall
be determined by subtracting the weighted average state teac her from
the weighted average district teacher. Multiply the school district
teacher index if greater than zero by .7 and then multiply that
product by the sum of the district’s weighted pupil grade level
calculation provided in paragraph 1 of this subsec tion and the
weighted pupil category calculation provided in subparagraph m of
Req. No. 1320 Page 13 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
paragraph 2 of this subsection to determine the weighted teacher
experience and degree c alculation.
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 this act shall take effect an d
be in full force from and after its passage and a pproval.
SECTION 4. The provisions of this act shall be contingent upon
the enactment of the provisions of Senate Bill No. 822 of the 1st
Session of the 59th Oklahoma Legislature and shal l not become
operative as law otherwise .
59-1-1320 EB 1/19/2023 8:46:52 AM