Senate Bill sb0006Cer

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  2         An act relating to adjustments to education

  3         appropriations; amending s. 1003.03, F.S.;

  4         authorizing the Commissioner of Education to

  5         recommend a reduction in the amount transferred

  6         to a school district's fixed capital outlay

  7         fund; amending s. 1011.62, F.S.; providing for

  8         a district school board to transfer certain

  9         categorical funds for academic classroom

10         instruction; requiring the Department of

11         Education to report to the Legislature the

12         amounts transferred and the activities for

13         which the funds were expended; requiring a

14         district school board to report to the

15         department if the board transfers funds from

16         its allocation for research-based reading

17         instruction; requiring that the Legislature

18         determine the percent of decline in funding for

19         unweighted full-time equivalent students if

20         funds are reduced during a fiscal year;

21         providing for future expiration of certain

22         provisions; amending s. 1011.71, F.S.; revising

23         requirements for a school district with respect

24         to expending revenue generated by the district

25         school tax millage; providing for future

26         expiration of such provisions; amending s.

27         1012.225, F.S.; providing for the release of

28         funds appropriated for the Merit Award Program

29         for Instructional Personnel and School-Based

30         Administrators; revising the date for school

31         districts to provide documentation to the


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 1         department and refund undisbursed

 2         appropriations; amending s. 1012.72, F.S.,

 3         relating to the Dale Hickam Excellent Teaching

 4         Program; providing for funds for mentoring and

 5         related services to be prorated among eligible

 6         recipients if funds are insufficient in any

 7         fiscal year to pay such bonuses in full;

 8         incorporating by reference certain calculations

 9         used by the Legislature for the 2007-2008

10         fiscal year; providing legislative intent with

11         respect to reductions in expenditures made by

12         district school boards; providing an effective

13         date.

14  

15  Be It Enacted by the Legislature of the State of Florida:

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17         Section 1.  Paragraph (a) of subsection (4) of section

18  1003.03, Florida Statutes, is amended to read:

19         1003.03  Maximum class size.--

20         (4)  ACCOUNTABILITY.--

21         (a)1.  Beginning in the 2003-2004 fiscal year, if the

22  department determines for any year that a school district has

23  not reduced average class size as required in subsection (2)

24  at the time of the third FEFP calculation, the department

25  shall calculate an amount from the class size reduction

26  operating categorical which is proportionate to the amount of

27  class size reduction not accomplished. Upon verification of

28  the department's calculation by the Florida Education Finance

29  Program Appropriation Allocation Conference and not later than

30  March 1 of each year, the Executive Office of the Governor

31  shall transfer undistributed funds equivalent to the


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 1  calculated amount from the district's class size reduction

 2  operating categorical to an approved fixed capital outlay

 3  appropriation for class size reduction in the affected

 4  district pursuant to s. 216.292(2)(d). The amount of funds

 5  transferred shall be the lesser of the amount verified by the

 6  Florida Education Finance Program Appropriation Allocation

 7  Conference or the undistributed balance of the district's

 8  class size reduction operating categorical.

 9         2.  In lieu of the transfer required by subparagraph

10  1., the Commissioner of Education may recommend a budget

11  amendment, subject to approval by the Legislative Budget

12  Commission, to transfer an alternative amount of funds from

13  the district's class size reduction operating categorical to

14  its approved fixed capital outlay account for class size

15  reduction if the commissioner finds that the State Board of

16  Education has reviewed evidence indicating that a district has

17  been unable to meet class size reduction requirements despite

18  appropriate effort to do so. The commissioner's budget

19  amendment must be submitted to the Legislative Budget

20  Commission by February 15 of each year.

21         3.  For the 2007-2008 fiscal year and thereafter, if in

22  any fiscal year funds from a district's class size operating

23  categorical are required to be transferred to its fixed

24  capital outlay fund and the district's class size operating

25  categorical allocation in the General Appropriations Act for

26  that fiscal year has been reduced by a subsequent

27  appropriation, the Commissioner of Education may recommend a

28  10-percent reduction in the amount of the transfer.

29         Section 2.  Subsections (6) and (8) of section 1011.62,

30  Florida Statutes, are amended to read:

31  


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 1         1011.62  Funds for operation of schools.--If the annual

 2  allocation from the Florida Education Finance Program to each

 3  district for operation of schools is not determined in the

 4  annual appropriations act or the substantive bill implementing

 5  the annual appropriations act, it shall be determined as

 6  follows:

 7         (6)  CATEGORICAL FUNDS.--

 8         (a)  In addition to the basic amount for current

 9  operations for the FEFP as determined in subsection (1), the

10  Legislature may appropriate categorical funding for specified

11  programs, activities, or purposes.

12         (b)  If a district school board finds and declares in a

13  resolution adopted at a regular meeting of the school board

14  that the funds received for any of the following categorical

15  appropriations are urgently needed to maintain school board

16  specified academic classroom instruction, the school board may

17  consider and approve an amendment to the school district

18  operating budget transferring the identified amount of the

19  categorical funds to the appropriate account for expenditure:

20         1.  Funds for student transportation.

21         2.  Funds for safe schools.

22         3.  Funds for supplemental academic instruction.

23         4.  Funds for research-based reading instruction.

24         5.  Funds for instructional materials if all

25  instructional material purchases have been completed for that

26  fiscal year, but no sooner than March 1, 2008.

27         (c)  Each district school board shall include in its

28  annual financial report to the Department of Education the

29  amount of funds the school board transferred from each of the

30  categorical funds identified in this subsection and the

31  specific academic classroom instruction for which the


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 1  transferred funds were expended. The Department of Education

 2  shall provide instructions and specify the format to be used

 3  in submitting this required information as a part of the

 4  district annual financial report. The department shall provide

 5  to the Legislature a report that identifies by district and by

 6  categorical fund the amount transferred and the specific

 7  academic classroom activity for which the funds were expended.

 8         (d)  If a district school board transfers funds from

 9  its research-based reading instruction allocation, the board

10  must also submit to the Department of Education an amendment

11  describing the changes that the district is making to its

12  reading plan approved pursuant to paragraph (9)(d).

13         (8)  DECLINE IN FULL-TIME EQUIVALENT STUDENTS.--In

14  those districts where there is a decline between prior year

15  and current year unweighted FTE students, 50 percent of the

16  decline in the unweighted FTE students shall be multiplied by

17  the prior year calculated FEFP per unweighted FTE student and

18  shall be added to the allocation for that district. For this

19  purpose, the calculated FEFP shall be computed by multiplying

20  the weighted FTE students by the base student allocation and

21  then by the district cost differential. If a district

22  transfers a program to another institution not under the

23  authority of the district's school board, including a charter

24  technical career center, the decline is to be multiplied by a

25  factor of 0.15. However, if the funds provided for the Florida

26  Education Finance Program in the General Appropriations Act

27  for any fiscal year are reduced by a subsequent appropriation

28  for that fiscal year, the percent of the decline in the

29  unweighted FTE students to be funded shall be determined by

30  the Legislature and designated in the subsequent

31  appropriation.


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 1         Section 3.  The amendments to s. 1011.62(6), Florida

 2  Statutes, made by this act shall expire July 1, 2008, and the

 3  text of that section shall revert to that in existence on the

 4  day before the effective date of this act, except that any

 5  amendments to such text enacted other than by this act shall

 6  be preserved and continue to operate to the extent that such

 7  amendments are not dependent upon the portions of such text

 8  which expire pursuant to this section.

 9         Section 4.  Subsection (3) of section 1011.71, Florida

10  Statutes, is amended to read:

11         1011.71  District school tax.--

12         (3)  A school district that has met the reduction

13  requirements regarding class size for the 2007-2008 fiscal

14  current year pursuant to s. 1003.03 for K-12 students for whom

15  the school district provides the educational facilities, has

16  received an unqualified opinion on its financial statements

17  for the preceding 3 years, has no material weaknesses or

18  instances of material noncompliance noted in an audit for the

19  preceding 3 years, and certifies to the Commissioner of

20  Education that the district does not need all of its

21  discretionary 2-mill capital improvement revenue for capital

22  outlay purposes and all of the district's instructional space

23  needs for the next 5 years can be met from capital outlay

24  sources that the district reasonably expects to receive during

25  the next 5 years from local revenues and from currently

26  appropriated state facilities funding or from alternative

27  scheduling or construction, leasing, rezoning, or

28  technological methodologies that exhibit sound management may

29  expend, subject to the provisions of s. 200.065, up to $25 per

30  unweighted full-time equivalent student from the revenue

31  generated by the 2007-2008 millage levy authorized by


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 1  subsection (2) to fund, in addition to expenditures authorized

 2  in paragraphs (2)(a)-(j), 2007-2008 expenses for the

 3  following:

 4         (a)  The purchase, lease-purchase, or lease of driver's

 5  education vehicles; motor vehicles used for the maintenance or

 6  operation of plants and equipment; security vehicles; or

 7  vehicles used in storing or distributing materials and

 8  equipment.

 9         (b)  Payment of the cost of premiums for property and

10  casualty insurance necessary to insure school district

11  educational and ancillary plants. Operating revenues that are

12  made available through the payment of property and casualty

13  insurance premiums from revenues generated under this

14  subsection may be expended only for nonrecurring operational

15  expenditures of the school district.

16         Section 5.  The amendments to s. 1011.71(3), Florida

17  Statutes, made by this act shall expire July 1, 2008, and the

18  text of that section shall revert to that in existence on the

19  day before the effective date of this act, except that any

20  amendments to such text enacted other than by this act shall

21  be preserved and continue to operate to the extent that such

22  amendments are not dependent upon the portions of such text

23  which expire pursuant to this section.

24         Section 6.  Subsections (1) and (2) of section

25  1012.225, Florida Statutes, are amended to read:

26         1012.225  Merit Award Program for Instructional

27  Personnel and School-Based Administrators.--

28         (1)  ELIGIBILITY.--

29         (a)  In order to be eligible for funding under this

30  section, a district school board must adopt a Merit Award

31  Program plan that provides for an assessment and a merit award


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 1  based on the performance of students assigned to the

 2  employee's classroom or school pursuant to paragraph (3)(a) or

 3  paragraph (3)(b). Charter schools may participate in the

 4  program by using the district's Merit Award Program plan or

 5  may adopt an alternative Merit Award Program plan as provided

 6  in paragraph (5)(b). All instructional personnel, as defined

 7  in s. 1012.01(2)(a)-(d), and school-based administrators, as

 8  defined in s. 1012.01(3)(c), are eligible as individuals or as

 9  instructional teams to receive merit awards, with the

10  exception of substitute teachers. In order to receive a merit

11  award as an instructional team under this section, team

12  members must be assessed on the performance of students

13  assigned to the team members' classrooms or within the

14  members' academic sphere of responsibility. The district

15  school board may not require instructional personnel or

16  school-based administrators to apply for an award, or make any

17  presentation, in order to be assessed for or receive a merit

18  award. A plan is subject to negotiation as provided in chapter

19  447. The Department of Education may not distribute any

20  portion of pro rata funding to a district, or to a district

21  for a charter school within the district, if the district or

22  charter school chooses not to adopt a Merit Award Program plan

23  under this section. Undistributed funds shall be considered

24  unobligated and shall revert to the fund from which the

25  appropriation was made in accordance with s. 216.301.

26         (b)  Funds appropriated for the Merit Award Program

27  shall be released and distributed to eligible school districts

28  on or before July 31 for distribution to eligible recipients

29  by October 1 pursuant to paragraph (2)(a).

30         (2)  PAY SUPPLEMENTS STRUCTURE.--Merit Award Program

31  plans shall provide for the annual disbursement of merit-based


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 1  pay supplements to high-performing employees in the manner

 2  described in this subsection.

 3         (a)  Each Merit Award Program plan must designate the

 4  top instructional personnel and school-based administrators to

 5  be outstanding performers and pay to each such employee who

 6  remains employed by a Florida public school or who retired

 7  after qualifying for the award, by October September 1 of the

 8  following school year, a merit-based pay supplement of at

 9  least 5 percent of the average teacher's salary for that

10  school district not to exceed 10 percent of the average

11  teacher's salary for that school district. The amount of a

12  merit award may not be based on length of service or base

13  salary. Pay supplements shall be funded from moneys

14  appropriated by the Legislature under this section and from

15  any additional funds that are designated by the district for

16  the Merit Award Program. School districts are not required to

17  implement this section unless the program is specifically

18  funded by the Legislature. By November October 1 of each year,

19  each school district shall provide documentation to the

20  Department of Education concerning the expenditure of

21  legislative appropriations for merit-based pay, and shall

22  refund undisbursed appropriations to the department. If such

23  undisbursed funds are not remitted to the department by

24  November 1, the department shall withhold an equivalent amount

25  from the district's allocation of appropriations made under s.

26  1011.62.

27         (b)  A Merit Award Program plan may include additional

28  pay supplements under this section for employees who manifest

29  exemplary work attendance.

30         (c)  Merit-based pay supplements shall be awarded in

31  addition to any general increase or other adjustments to


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 1  salaries which are made by a school district. An employee's

 2  eligibility for or receipt of merit-based pay supplements

 3  shall not adversely affect that employee's opportunity to

 4  qualify for or to receive any other compensation that is made

 5  generally available to other similarly situated district

 6  school board employees.

 7         Section 7.  Subsection (5) is added to section 1012.72,

 8  Florida Statutes, to read:

 9         1012.72  Dale Hickam Excellent Teaching Program.--

10         (5)  If the funds available in any fiscal year are

11  insufficient to pay in full the annual bonuses for

12  certification and for providing mentoring and related

13  services, payments for providing mentoring and related

14  services shall be prorated among the eligible recipients.

15         Section 8.  In order to implement Specific

16  Appropriations 3, 4, and 34-37A of the 2007-2008 Special

17  Appropriations Act, the calculations of the Florida Education

18  Finance Program for the 2007-2008 fiscal year in the document

19  entitled "Public School Funding - The Florida Education

20  Finance Program," dated October 9, 2007, and filed with the

21  Secretary of the Senate are incorporated by reference for the

22  purpose of displaying the calculations used by the

23  Legislature, consistent with requirements of the Florida

24  Statutes, in making appropriations and reductions in

25  appropriations for the Florida Education Finance Program.

26         Section 9.  The 2007-2008 appropriations for the

27  Florida Education Finance Program and categorical funds

28  provide each school district an increase in total potential

29  funds per full-time equivalent student which is greater than

30  the amount provided for the 2006-2007 fiscal year. Therefore,

31  it is the intent of the Legislature that any reductions in


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 1  expenditures by school districts in response to any of the

 2  appropriation reductions for the 2007-2008 fiscal year be made

 3  in functions other than classroom instruction. This section

 4  expires July 1, 2008.

 5         Section 10.  This act shall take effect upon becoming a

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