1| STATE OF OKLAHOMA |
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2| 1st Session of the 59th Legislature (2023) |
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3|SENATE BILL 559 By: Dossett |
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5| |
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6| AS INTRODUCED |
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7| An Act relating to the State Aid Formula; amending 70 |
| O.S. 2021, Section 18-201.1, which relates to |
8| calculation of weighted membership; modifying weights |
| assigned to certain grade levels; modifying weights |
9| for certain pupil categories; providing an effective |
| date; and declaring an emergency. |
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11| |
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12|BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: |
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13| SECTION 1. AMENDATORY 70 O.S. 2021, Section 18-201.1, is |
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14|amended to read as follows: |
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15| Section 18-201.1. A. Beginning with the 2020-21 school year, |
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16|and each school year thereafter, the weighted membership of a school |
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17|district for calculation of Foundation Aid purposes pursuant to |
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18|paragraph 1 of subsection D of Section 18-200.1 of this title shall |
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19|be the sum of the weighted pupil grade level calculation, the |
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20|weighted pupil category calculation, the weighted district |
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21|calculation, and the weighted teacher experience and degree |
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22|calculation. The weighted membership of a school district for |
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23|calculation of Salary Incentive Aid purposes pursuant to paragraph 3 |
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24|of subsection D of Section 18-200.1 of this title shall be the sum |
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1|of the weighted pupil grade level calculation, the weighted pupil |
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2|category calculation, the weighted district calculation, and the |
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3|weighted teacher experience and degree calculation. |
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4| B. Beginning with the 2022-2023 school year, the weighted |
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5|calculations provided for in subsection A of this section shall be |
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6|based on the higher weighted average daily membership of the first |
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7|nine (9) weeks of the current school year or the preceding school |
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8|year of a school district, unless otherwise specified. The higher |
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9|of the two (2) weighted average daily memberships shall be used |
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10|consistently in all of the calculations; however, the weighted |
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11|calculation for a statewide virtual charter school experiencing a |
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12|significant decline in membership shall be based on the first nine |
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13|(9) weeks of the current school year for the statewide virtual |
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14|charter school. For purposes of this subsection, "significant |
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15|decline in membership" means equal to or greater than a fifteen |
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16|percent (15%) decrease in average daily membership from the |
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17|preceding school year to the average daily membership of the first |
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18|nine (9) weeks of the current school year. The average daily |
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19|membership data used for all calculations in paragraphs 1, 2, 3, and |
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20|4 of this subsection shall be the same as used in the calculation of |
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21|the State Aid Formula. The weighted calculations provided for in |
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22|subsection A of this section shall be determined as follows: |
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1| 1. The weighted pupil grade level calculation shall be |
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2|determined by taking the highest average daily membership and |
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3|assigning weights to the pupils according to grade attended as |
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4|follows: |
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5| GRADE LEVEL WEIGHT |
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6| a. Half-day early childhood programs .7 .6 |
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7| b. Full-day early childhood programs 1.3 1.2 |
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8| c. Half-day kindergarten 1.3 .6 |
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9| d. Full-day kindergarten 1.5 1.0 |
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10| e. First and second grade 1.351 |
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11| f. Third grade 1.051 |
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12| g. Fourth through sixth grade 1.0 |
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13| h. Seventh through twelfth grade 1.2 1.0 |
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14| i. f. Out-of-home placement 1.50 |
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15| Multiply the membership of each subparagraph of this paragraph |
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16|by the weight assigned to such subparagraph of this paragraph and |
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17|add the totals together to determine the weighted pupil grade level |
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18|calculation for a school district. Determination of the pupils |
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19|eligible for the early childhood program weight shall be pursuant to |
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20|the provisions of Section 1-114 of this title. The pupils eligible |
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21|for the out-of-home placement pupil weight shall be students who are |
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22|not residents of the school district in which they are receiving |
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23|education pursuant to the provisions of subsection D of Section |
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24|1-113 of this title. Such weight may be claimed by the district |
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1|providing educational services to such student for the days that |
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2|student is enrolled in that district. If claimed, the out-of-home |
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3|placement weight shall be in lieu of the pupil grade level and any |
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4|pupil category weights for that student. Provided, if a student |
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5|resides in a juvenile detention center that is restricted to less |
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6|than twelve (12) beds, the out-of-home placement pupil weight for |
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7|such students shall be calculated as follows: for a center with six |
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8|(6) beds - 3.0; for a center with eight (8) beds - 2.3; and for a |
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9|center with ten (10) beds - 1.80. |
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10| 2. The weighted pupil category calculation shall be determined |
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11|by assigning a weight to the pupil category as follows: |
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12| CATEGORY WEIGHT |
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13| a. Visual Impairment 3.8 |
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14| b. Specific Learning Disability .4 |
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15| c. Deafness or Hearing Impairment 2.9 |
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16| d. Deaf-Blindness 3.8 |
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17| e. Intellectual Disability 1.3 |
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18| f. Emotional Disturbance 2.5 |
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19| g. Gifted .34 |
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20| h. Multiple Disabilities 2.4 |
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21| i. Orthopedic Impairment 1.2 |
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22| j. Speech or Language Impairment .05 .15 |
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23| k. Bilingual .25 .42 |
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24| l. Special Education Summer Program 1.2 |
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1| m. Economically Disadvantaged .25 .30 |
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2| n. Optional Extended School Year |
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3| Program As determined by |
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4| the State Board |
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5| of Education |
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6| o. Autism 2.4 |
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7| p. Traumatic Brain Injury 2.4 |
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8| q. Other Health Impairment 1.2 |
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9| Except as otherwise provided, multiply the number of pupils |
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10|approved in the school year with the highest average daily |
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11|membership in each category by the weight assigned to such category |
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12|and add the totals together to determine the weighted pupil category |
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13|calculation for a school district. For the 1997-98 school year and |
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14|subsequent school years, the number to be multiplied by the weight |
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15|assigned to the gifted category in subparagraph g of this paragraph |
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16|shall be the lesser of (1) the sum of the number of students who |
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17|scored in the top three percent (3%) on any national standardized |
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18|test of intellectual ability plus the number of students identified |
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19|as gifted pursuant to subparagraphs a through d of paragraph 1 of |
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20|Section 1210.301 of this title, or (2) the sum of the number of |
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21|students who scored in the top three percent (3%) on any national |
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22|standardized test of intellectual ability plus eight percent (8%) of |
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23|the total average daily membership of the school district for the |
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24|first nine (9) weeks of the school year. |
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1| 3. The weighted district calculation shall be determined by |
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2|determining the calculations for each school district for both the |
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3|small school district formula and the district sparsity - isolation |
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4|formula, applying whichever is the greater of the calculations of |
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5|the two formulas and then applying the restrictions pursuant to |
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6|subparagraph c of this paragraph. |
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7| a. Small school district formula: 529 minus the average |
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8| daily membership divided by 529 times .2 times total |
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9| average daily membership. |
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10| The small school district formula calculation shall apply |
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11| only to school districts whose highest average daily |
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12| membership is less than 529 pupils. School districts which |
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13| are consolidated or annexed after July 1, 2003, pursuant to |
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14| the Oklahoma School Voluntary Consolidation and Annexation |
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15| Act shall have the weighted district size calculation for |
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16| the three (3) school years following the fiscal year in |
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17| which such consolidation occurred calculated to be the sum |
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18| of the individual consolidated districts computed as if the |
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19| consolidation had not taken place. Thereafter, any such |
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20| district which is consolidated pursuant to the Oklahoma |
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21| School Voluntary Consolidation and Annexation Act shall not |
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22| qualify for the weighted district calculation unless the |
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23| district can satisfy the specifications herein. Subject to |
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24| the provisions of subparagraph c of this paragraph, the |
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1| resulting number shall be counted as additional students |
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2| for the purpose of calculating State Aid. |
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3| b. District sparsity - isolation formula: |
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4| The district sparsity - isolation formula calculation shall |
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5| apply only to school districts: |
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6| (1) whose total area in square miles is greater than |
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7| the average number of square miles for all school |
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8| districts in this state; and |
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9| (2) whose areal density is less than one-fourth (1/4) |
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10| of the state average areal density. Areal |
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11| density shall be determined by dividing the |
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12| school district's average daily membership by the |
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13| school district's total area in square miles. |
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14| The district sparsity - isolation formula calculation shall |
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15| be calculated as follows: |
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16| The school district student cost factor multiplied by |
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17| the school district area factor. The resulting |
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18| product shall be multiplied by the school district's |
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19| average daily membership. Subject to the provisions |
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20| of subparagraph c of this paragraph, the resulting |
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21| number shall be counted as additional students for the |
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22| purpose of calculating State Aid. |
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23| The school district student cost factor shall be calculated |
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24| as follows: |
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1| The school district's average daily membership shall |
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2| be categorized into the following grade level groups |
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3| and applied to the appropriate formulas as computed |
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4| below: |
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5| Grade Level Group |
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6| Grades K-5 Divide 74 by the sum of the Grade |
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7| Level ADM plus 23, |
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8| add .85 to the quotient, then |
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9| multiply the sum by the Grade |
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10| Level ADM. |
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11| Grades 6-8 Divide 122 by the sum of the Grade |
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12| Level ADM plus 133, |
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13| add .85 to the quotient, then |
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14| multiply the sum by the Grade |
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15| Level ADM. |
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16| Grades 9-12 Divide 292 by the sum of the Grade |
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17| Level ADM plus 128, |
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18| add .78 to the quotient, then |
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19| multiply the sum by the Grade |
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20| Level ADM. |
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21| The sum of the grade level group's average daily |
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22| membership shall be divided by the school district's |
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23| average daily membership. The number one (1.0) shall |
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24| be subtracted from the resulting quotient. |
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1| The school district area cost factor shall be calculated as |
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2| follows: |
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3| Subtract the state average district area from the |
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4| district area, then divide the remainder by the state |
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5| average district area; |
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6| however, the district area cost factor shall not exceed one |
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7| (1.0). |
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8| The State Board of Education shall define geographical barriers |
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9|whose location in a school district would inhibit the district from |
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10|consolidation or annexation. The Board shall make available an |
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11|application process, review applications, and for districts the |
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12|Board deems necessary allow additional square miles to be used for |
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13|the purposes of calculations used for the weighted district sparsity |
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14|- isolation formula. Provided, that the additional square miles |
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15|allowed for geographical barriers shall not exceed thirty percent |
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16|(30%) of the district's actual size. |
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17| c. State Aid funds which a district is calculated to |
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18| receive as a result of the weighted district |
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19| calculation shall be restricted as follows: |
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20| If, after the weighted district calculation is |
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21| applied, the district's projected per pupil |
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22| revenue exceeds one hundred fifty percent (150%) |
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23| of the projected state average per pupil revenue, |
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24| then the district's State Aid shall be reduced by |
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1| an amount that will restrict the district's |
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2| projected per pupil revenue to one hundred fifty |
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3| percent (150%) of the projected state average per |
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4| pupil revenue. Provided, in applying the |
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5| restriction provided in this division, the |
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6| district's State Aid shall not be reduced by an |
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7| amount greater than by the amount of State Aid |
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8| which was generated by the weighted district |
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9| calculation. |
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10| The July calculation of the projected per pupil |
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11| revenue shall be determined by dividing the district's |
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12| preceding year's average daily membership (ADM) as |
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13| weighted by the pupil grade level, the pupil category, |
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14| the district and the teacher experience degree index |
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15| calculations for projected State Aid into the |
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16| district's projected total revenues including |
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17| projected funds for the State Aid Formula for the |
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18| preceding year, net assessed valuation for the |
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19| preceding calendar year times thirty-nine (39) mills, |
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20| county revenues excluding the county four-mills |
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21| revenues for the second preceding year, other state |
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22| appropriations for the preceding year, and the |
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23| collections for the preceding year of state |
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24| |
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1| apportionment, motor vehicle revenue, gross production |
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2| tax, and R.E.A. tax. |
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3| The December calculation of the projected per pupil |
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4| revenue shall be determined by dividing the higher of |
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5| the district's first nine (9) weeks of the current |
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6| school year or the preceding school year's average |
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7| daily membership (ADM) as weighted by the pupil grade |
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8| level, the pupil category, the district and the |
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9| teacher experience degree index calculations for |
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10| projected State Aid into the district's projected |
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11| total revenues including funds for the December |
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12| calculation of the current year State Aid Formula, net |
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13| assessed valuation for the current calendar year times |
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14| thirty-nine (39) mills, county revenues excluding the |
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15| county four-mills revenue for the preceding year, |
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16| other state appropriations for the preceding year, and |
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17| the collections for the preceding year of state |
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18| apportionment, motor vehicle revenue, gross production |
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19| tax, and R.E.A. tax. |
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20| The district's projected total revenues for each |
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21| calculation shall exclude the following collections |
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22| for the second preceding year: federal revenue, |
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23| insurance loss payments, reimbursements, recovery of |
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24| overpayments and refunds, unused reserves, prior |
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1| expenditures recovered, prior year surpluses, and |
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2| other local miscellaneous revenues. |
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3| 4. The weighted teacher experience and degree calculation shall |
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4|be determined in accordance with the teacher experience and degree |
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5|index. The State Department of Education shall determine an index |
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6|for each state teacher by using data supplied in the school |
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7|district's teacher personnel reports of the preceding year and |
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8|utilizing the index as follows: |
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9| TEACHER EXPERIENCE - DEGREE INDEX |
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10|EXPERIENCE BACHELOR'S MASTER'S DOCTOR'S |
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11| DEGREE DEGREE DEGREE |
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12|0 - 2 .7 .9 1.1 |
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13|3 - 5 .8 1.0 1.2 |
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14|6 - 8 .9 1.1 1.3 |
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15|9 - 11 1.0 1.2 1.4 |
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16|12 - 15 1.1 1.3 1.5 |
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17|Over 15 1.2 1.4 1.6 |
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18| The school district teacher index for each school district shall |
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19|be determined by subtracting the weighted average state teacher from |
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20|the weighted average district teacher. Multiply the school district |
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21|teacher index if greater than zero by .7 and then multiply that |
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22|product by the sum of the district's weighted pupil grade level |
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23|calculation provided in paragraph 1 of this subsection and the |
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24|weighted pupil category calculation provided in subparagraph m of |
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1|paragraph 2 of this subsection to determine the weighted teacher |
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2|experience and degree calculation. |
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3| SECTION 2. This act shall become effective July 1, 2023. |
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4| SECTION 3. It being immediately necessary for the preservation |
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5|of the public peace, health, or safety, an emergency is hereby |
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6|declared to exist, by reason whereof this act shall take effect and |
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7|be in full force from and after its passage and approval. |
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9| 59-1-643 EB 1/17/2023 7:09:49 PM |
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