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Formula for Computing
School Funding
(as of July 7, 2001)
327.013.
The State School Fund distributions shall be computed as follows:
(1)
General Purpose Grant = Funding Percentage × Target Grant
× District extended ADMw.
(2) The funding percentage shall be
calculated by the Superintendent of Public Instruction to distribute as nearly
as practicable the total sum available for distribution of money.
(3)
Target Grant = Statewide Target per ADMw Grant + Teacher Experience Factor.
(4)
Statewide Target per ADMw Grant = $4,500.
(5)
Teacher Experience Factor = $25 × {District average teacher experience -
statewide average teacher experience}. “Average teacher experience” means
the average, in years, of teaching experience of certified teachers as reported
to the Department of Education.
(6)
District extended ADMw = ADMw or ADMw of the prior year, whichever is greater.
(7)(a)
Weighted average daily membership or ADMw = average daily membership + an
additional amount computed as follows:
(A)
1.0 for each student in average daily membership eligible for special education
as a child with disabilities under ORS 343.035, applicable to not to exceed 11
percent of the district's ADM without review and approval of the Department of
Education. Children with disabilities eligible for special education in adult
local correctional facilities as defined in ORS 169.005 or adult regional
correctional facilities as defined in ORS 169.620 shall not be included in the
calculation of the 11 percent.
(B)
0.5 for each student in average daily membership eligible for and enrolled in an
English as a Second Language program under ORS 336.079.
(C)
0.2 for each student in average daily membership enrolled in a union high school
district or in an area of a unified school district where the district is only
responsible for educating students in grades 9 through 12 in that area.
(D)
-0.1 for each student in average daily membership enrolled in an elementary
district operating kindergarten through grade 6 or kindergarten through grade 8
or in an area of a unified school district where the district is only
responsible for educating students in kindergarten through grade 8.
(E)
0.25 times the sum of the following:
(i)
The number of children 5 to 17 years of age in poverty families in the district,
as determined by the Department of Education from a report of the federal
Department of Education, as adjusted by the school district's proportion of
students in the county receiving free or reduced price lunches under the United
States Department of Agriculture's current Income Eligibility Guidelines if the
number is higher than the number determined from census data and only if the
school district had an average daily membership of 2,500 or less for the
1995-1996 school year, and as further adjusted by the number of students in
average daily membership in June of the year of distribution divided by number
of students in average daily membership in the district, or its predecessors, in
June 1990;
(ii)
The number of children in foster homes in the district as determined by the
report of the Department of Human Services to the federal Department of
Education, “Annual Statistical Report on Children in Foster Homes and Children
in Families Receiving AFDC Payments in Excess of the Poverty Income Level,” or
its successor, for October 31 of the year prior to the year of distribution; and
(iii)
The number of children in the district in state-recognized facilities for
neglected and delinquent children, based on information from the Department of
Human Services for October 31 of the year prior to the year of distribution.
(F)
An additional amount as determined by ORS 327.077 shall be added to the ADMw for
each remote small elementary school and for each small high school in the
district.
(G)
All numbers of children used for the computation in this section must reflect
any district consolidations that have occurred since the numbers were compiled.
(b)
The total additional weight that shall be assigned to any student in average
daily membership in a district, exclusive of students described in paragraph (a)(E)
and (F) of this subsection shall not exceed 2.0.
(8)
Transportation Grant = 70 percent of Approved Transportation Costs.
(9)
Local Revenues are the total of the following:
(a)
The amount of revenue offset against local property taxes as determined by the
Department of Revenue under ORS 311.175 (3)(a)(A);
(b)
The amount of property taxes actually received by the district including
penalties and interest on taxes;
(c)
The amount of revenue received by the district from the Common School Fund under
ORS 327.403 to 327.415;
(d)
The amount of revenue received by the district from the county school fund;
(e)
The amount of revenue received by the district from the 25 percent of federal
forest reserve revenues required to be distributed to schools by ORS 294.060
(1);
(f)
The amount of revenue received by the district from state managed forestlands
under ORS 530.115 (1)(b) and (c);
(g)
The amount of revenue received under ORS 334.400 by a school district in an
education service district that provides equalization under ORS 334.400;
(h)
Moneys received in lieu of property taxes;
(i)
Federal funds received without specific application by the school district and
which are not deemed under federal law to be nonsupplantable; and
(j)
Any positive amount obtained by subtracting the operating property taxes
actually imposed by the district, based on the rate certified pursuant to ORS
310.060, from the amount that would have been imposed by the district if the
district had certified the maximum rate of operating property taxes allowed by
law.
(10)
Notwithstanding subsection (9) of this section, Local Revenues do not include:
(a)
The amount of revenue actually received by the district, including penalties and
interest on taxes, that is used for payment of bonds issued to finance or
refinance an unfunded obligation for prior service costs under a contract of
integration pursuant to ORS 238.685 (2)(a); and
(b)
If a school district imposes local option taxes pursuant to ORS 280.040 to
280.145, an amount equal to the lesser of:
(A)
The amount of revenue actually received by the district from local option taxes
imposed pursuant to ORS 280.040 to 280.145;
(B)
Ten percent of the combined total for the school district of the general purpose
grant, the transportation grant and the facility grant of the district; or
(C)
$500 per district extended ADMw.
(11)(a)
Facility Grant = 8 percent of total construction costs of new school buildings.
(b)
A school district shall receive a Facility Grant in the distribution year that a
new school building is first used.
(c)
As used in this subsection:
(A)
“New school building” includes new school buildings, adding structures onto
existing school buildings and adding premanufactured structures to a school
district if those buildings or structures are to be used for instructing
students.
(B)
“Construction costs” does not include costs for land acquisition.
Note:
Section 32, chapter 1066, Oregon Laws 1999, provides:
Sec.
32. The amendments to ORS 327.013 by section 30 of this 1999 Act affect the
State School Fund distribution commencing with the 2005-2006 distribution. [1999
c.1066 s.32]
Note:
Sections 3, 5, 15 and 16, chapter 821, Oregon Laws 1997, provide:
Sec.
3. Minimum combined grants for district for 1999-2000 and 2000-2001
distributions. (1)(a) Notwithstanding ORS 327.013, for the 1999-2000
distribution, a school district's combined general purpose and transportation
grants per extended ADMw as calculated under ORS 327.013 shall be adjusted to be
not less than the district's combined grants per extended ADMw in 1998-1999.
(b)
Notwithstanding ORS 327.013, for the 2000-2001 distribution, a school district's
combined general purpose and transportation grants per extended ADMw as
calculated under ORS 327.013 shall be adjusted to be not less than the
district's combined grants per extended ADMw in 1998-1999.
(c)
Notwithstanding ORS 327.013, for the 1999-2000 distribution and the 2000-2001
distribution, a school district's combined general purpose and transportation
grants as calculated under ORS 327.013 shall be adjusted to be not less than the
district's combined grants in 1998-1999.
(d)
Notwithstanding paragraphs (a) to (c) of this subsection, for the 1999-2000 and
2000-2001 distributions, a school district's combined general purpose and
transportation grants shall not be greater than $4,800 per extended ADMw if a
school district receives a State School Fund grant calculated under this
subsection.
(2)
For purposes of the calculation under subsection (1) of this section, the
combined grants in 1998-1999 shall be calculated based on the school district's
combined general purpose and transportation grants for 1998-1999 described in
section 2 of this 1997 Act and shall not include any limitations imposed by
section 2 (1)(e) of this 1997 Act. [1997 c.821 s.3]
Sec.
5. Additional distribution for certain districts for 1999-2000 distribution. (1)
For the 1999-2000 distribution, the Department of Education shall calculate:
(a)
The amount per extended ADMw that would have been distributed to a school
district under section 3 (1)(a) or (c), chapter 821, Oregon Laws 1997, if the
limitation under section 3 (1)(d), chapter 821, Oregon Laws 1997, was not
applied.
(b)
The amount per extended ADMw that was distributed under section 3 (1)(a) or (c),
chapter 821, Oregon Laws 1997, to a school district as limited by section 3
(1)(d), chapter 821, Oregon Laws 1997.
(c)
The difference per extended ADMw between the amounts described in paragraphs (a)
and (b) of this subsection.
(2)(a)
The Department of Education shall distribute to a school district an amount per
extended ADMw as calculated under paragraph (b) of this subsection, if the
school district:
(A)
Receives less per extended ADMw in 1999-2000 than in 1998-1999 due to the
limitation imposed by section 3 (1)(d), chapter 821, Oregon Laws 1997; and
(B)
Received for the 1996-1997 distribution less than $7,000 per extended ADMw under
section 3, chapter 649, Oregon Laws 1995.
(b)
The amount distributed per extended ADMw to each school district under paragraph
(a) of this subsection shall equal the amount calculated under section 3 (1)(d),
chapter 821, Oregon Laws 1997, plus 50 percent of the amount per extended ADMw
calculated under subsection (1)(c) of this section.
(3)(a)
The Department of Education shall distribute to a school district an amount per
extended ADMw as calculated under paragraph (b) of this subsection, if the
school district:
(A)
Receives less per extended ADMw in 1999-2000 than in 1998-1999 due to the
limitation imposed by section 3 (1)(d), chapter 821, Oregon Laws 1997; and
(B)
Received for the 1996-1997 distribution $7,000 or more per extended ADMw under
section 3, chapter 649, Oregon Laws 1995.
(b)
The amount distributed per extended ADMw to each school district under paragraph
(a) of this subsection shall equal the amount calculated under section 3 (1)(d),
chapter 821, Oregon Laws 1997, plus 50 percent of the lesser of:
(A)
The amount per extended ADMw calculated under subsection (1)(c) of this section;
or
(B)
$1,920 per extended ADMw. [1997 c.821 s.5; 1999 c.1066 s.18]
Sec.
15. Costs of voluntary desegregation plan not included in Local Revenues. (1)
Notwithstanding ORS 327.013, Local Revenues for purposes of the State School
Fund grant do not include the amount of revenue actually received by the school
district, including penalties and interest on taxes, that is used as payment for
the costs of a voluntary desegregation plan that existed on January 1, 1997, and
has received approval from the federal government.
(2)
In any distribution year, the amount of revenue not included in Local Revenues
under subsection (1) of this section shall not exceed by more than three percent
the amount of revenue the school district used as payment for the costs of a
voluntary desegregation plan in the prior distribution year.
(3)
Amounts that are used as payment of transportation costs of a voluntary
desegregation plan described in subsection (1) of this section shall not be
considered approved transportation costs for purposes of the transportation
grant described in ORS 327.013. [1997 c.821 s.15]
Sec.
16. Section 15 of this Act is repealed on July 1, 2005. [1997 c.821 s.16]
Note:
Sections 2 and 3, chapter 716, Oregon Laws 1995, provide:
Sec.
2. Determination of amount of revenue offset against property taxes. (1) For
purposes of determining the amount of revenue offset against local property
taxes under ORS 327.013 (9)(a), any amount of additional revenue (taxes and
interest) collected under ORS 311.160 shall not be included if the appeal was
filed with the Department of Revenue on or before November 6, 1990.
(2)
Subsection (1) of this section applies to distributions to school districts for
fiscal years beginning on or after July 1, 1993. Any adjustments required under
this section for fiscal years beginning on July 1, 1993, and July 1, 1994, shall
be made as provided under ORS 327.120. [1995 c.716 s.2]
Sec.
3. Section 2 of this 1995 Act is repealed on July 1, 2000. The repeal applies to
fiscal years beginning on or after July 1, 2000. [1995 c.716 s.3]
Note:
Section 15, chapter 186, Oregon Laws 1999, provides:
Sec.
15. Limitation on amount of local revenues for fiscal years beginning July 1,
1999, and July 1, 2000. (1) For the fiscal year beginning July 1, 1999, the
local revenues of a school district wholly or partially located within a county
in which operating tax rate adjustments are to be made under section 1 of this
1999 Act [310.237] shall include only that portion of the amount determined
under ORS 327.013 (9)(j) that exceeds the amount by which operating taxes of the
district are reduced under section 1 of this 1999 Act.
(2)
The State School Fund distribution of a school district for the fiscal year
beginning July 1, 2000, may be increased or decreased to reflect the adjustment
to local revenues of the school district made under subsection (1) of this
section. [1999 c.186 s.15]
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