HB 1086: School funding; school district general funds; general fund carryover; State Aid; calculation of per pupil revenue; exceptions; effective date; emergency. - Oklahoma

Floor (House) → Floor (Senate) · 4 edits

MODERATE

The bill was converted from the House floor version to the Senate floor version, resulting in significant formatting reorganization and the addition of a date stamp. The core legislative text regarding school funding definitions and capital expenditure rules remains substantively unchanged, though the Senate version includes slight rephrasing in the definitions of capital and noncapital expenditures.

TECHNICAL

The document header was changed from 'HOUSE OF REPRESENTATIVES' to 'SENATE FLOOR VERSION' and updated with the date April 15, 2025, reflecting the bill's progress through the legislative process.

Page headers and footer notes were updated to reflect the Senate version, including changes to the page numbering sequence and the specific text describing bold face amendments.

DEFINITION

Minor rephrasing occurred in the definition of 'capital expenditures' and 'noncapital expenditures,' clarifying the list of items included in each category without altering the underlying policy.

The definition of 'County sources' was slightly expanded to explicitly mention 'sinking fund levy' alongside the building fund levy.

Enrolled (final version) → House Committee Substitute · 2 edits

MINOR

The bill text was reformatted from a standard enrolled version into a committee substitute, which typically indicates the bill has been amended by the House Committee. The substantive content of the school funding definitions and expenditure rules remains largely identical, though the formatting suggests potential minor text adjustments or reorganization that are not fully visible in the provided snippet.

TECHNICAL

The document structure changed from an 'Enrolled' final version to a 'Committee Substitute' version, indicating the bill has been reviewed and potentially amended by the House Committee.

Page numbering and line breaks were reorganized to reflect the committee's markup, changing the visual layout of the text.

Engrossed → Enrolled (final version) · 3 edits · May 22, 2025

MINOR

The bill was finalized from its engrossed version, retaining the core provisions that define how school district funds are categorized and spent. The primary substantive change involves the removal of a specific exemption that previously prevented certain funds from being counted toward general fund carryover limits, while also updating the bill's title to accurately reflect these modifications and adding a summary of the act's purpose.

Scope change

The scope of the bill remains focused on school funding definitions and expenditure rules, but the applicability of the carryover limit calculation has been broadened by removing an exemption for specific gift or donation funds.

FISCAL

Removed a provision that excluded certain monies received through gifts, grants, or donations for noncapital purposes from being counted when calculating general fund carryover limits, meaning these funds will now factor into those limits.

TECHNICAL

Updated the bill title and summary to clarify that it amends specific statutes regarding school funding, removes language exempting certain funds from carryover calculations, and updates statutory references.

Changed the header designation from 'ENGROSSED' to 'ENROLLED' and updated page numbering to reflect the final version ready for signature.

Amended And Engrossed → Engrossed · 5 edits · May 7, 2025

MODERATE

The bill updates the definition of 'general fund' for school districts to clarify that noncapital expenditures (like repairs) are included, while capital expenditures (like new buildings) are excluded. It also adds specific rules for handling funds received from insurance, federal sources, and donations, ensuring these do not count toward state aid calculations or general fund carryover limits. Additionally, it provides a grandfather clause allowing construction projects authorized before 1991 to continue using general funds.

Scope change

The bill clarifies the scope of the 'general fund' to explicitly include noncapital expenditures and excludes capital expenditures, thereby changing how school districts calculate their funding limits and state aid eligibility.

DEFINITION

Updated the definition of 'general fund' to explicitly include noncapital expenditures (maintenance and repair) while excluding capital expenditures (construction and land purchases).

FISCAL

Added rules stating that monies from insurance, federal reimbursement, and state allocations for rebuilding facilities must be used only for the excess cost of rebuilding, not the full cost.

REQUIREMENT

Added requirements that gifts or donations intended for capital projects must be placed in a separate 'building fund' rather than the general fund.

ELIGIBILITY

Added a provision allowing school districts to place rental or sale proceeds for capital purposes in either the building fund or the general fund.

TIMELINE

Added a grandfather clause permitting construction projects authorized before July 1, 1991, to continue using general funds for completion.

Introduced → Amended And Engrossed · 4 edits · May 7, 2025

MODERATE

The bill was amended to restore the original title and significantly alter the scope of the legislation. The changes remove provisions that exempted certain funds from carryover calculations and eliminate rules regarding weighted membership calculations. Additionally, the amendment extends the time period during which school districts can exceed general fund carryover limits without facing penalties.

Scope change

The bill's scope was narrowed by removing specific exemptions for certain funds and weighted membership calculations, while simultaneously expanding the flexibility for districts to carry over funds without penalty.

SCOPE

The title was restored to its original form, reversing a previous amendment that had altered the bill's description.

FISCAL

Language exempting certain funds from the calculation of general fund carryover was removed, meaning these funds will now be included in carryover calculations.

DEFINITION

Provisions regarding the calculation of certain weighted membership were removed from the bill.

REQUIREMENT

The time period during which a school district can exceed general fund carryover limits without incurring a penalty was extended.

School funding; school district general funds; general fund carryover; State Aid; calculation of per pupil revenue; exceptions; effective date; emergency.

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