House Bill 0701er

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  1

  2         An act relating to public school funding;

  3         creating the Task Force on Public School

  4         Funding; providing for the appointment and

  5         organization of the task force; specifying

  6         powers and duties; specifying duties of the

  7         Department of Education; requiring certain

  8         reports and public hearings; repealing s.

  9         236.081, F.S., relating to the Florida

10         Education Finance; amending s. 236.025, F.S.;

11         revising funding for exceptional student

12         education programs; amending s. 236.081, F.S.;

13         revising funding for exceptional student

14         education programs; revising provisions

15         relating to instruction outside the required

16         number of school days; revising the exclusion

17         provisions of the computation of district

18         required local effort; requiring plaintiffs to

19         provide the district school board and the

20         Department of Education certain documentation

21         in litigation affecting the assessed value of

22         real property above a specified amount;

23         amending s. 237.34, F.S.; revising reporting

24         requirements of exceptional student education

25         programs; amending s. 229.05371, F.S.;

26         converting a pilot program for scholarships for

27         students with disabilities to statewide

28         application; creating s. 236.08103, F.S., the

29         "Equity in School-Level Funding Act"; requiring

30         school districts to allocate to each school

31         within the district a specified minimum


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  1         percentage of the funds generated by the school

  2         based on the Florida Education Finance Program;

  3         providing for graduated increases in such

  4         percentage; providing exemptions; providing for

  5         carryforward of unused funds allocated to the

  6         schools; providing for review of certain task

  7         force recommendations for potential inclusion

  8         of certain funds in the allocation methodology;

  9         providing that funds for supplemental academic

10         instruction are excluded from the school-level

11         allocation; providing an effective date.

12

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

14

15         Section 1.  (1)  The Task Force on Public School

16  Funding is created to examine and make recommendations to the

17  Governor and the Legislature on the funding of the state

18  system of public schools.  The task force is assigned to the

19  Office of Legislative Services, created by section 11.147,

20  Florida Statutes, for administrative and fiscal accountability

21  purposes.

22         (2)  The task force shall consist of 15 members

23  selected from among business and community leaders and the

24  Lieutenant Governor and Commissioner of Education, who shall

25  serve as voting ex officio members.  By June 30, 2000, the

26  Governor, the President of the Senate, and the Speaker of the

27  House of Representatives shall each appoint 5 members to serve

28  for the duration of the task force.  If a vacancy occurs, the

29  official who had appointment jurisdiction for the vacated

30  position shall appoint a member to fill the vacancy.  Each

31  appointing authority may remove his or her appointee for


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  1  cause, and shall remove an appointee who, without cause, fails

  2  to attend three consecutive meetings. Members of the task

  3  force shall serve without compensation but are entitled to

  4  reimbursement for per diem and travel expenses incurred in the

  5  performance of their duties as provided in section 112.061,

  6  Florida Statutes.

  7         (3)  The task force shall hold its organizational

  8  meeting by September 1, 2000; and, thereafter, shall meet at

  9  the call of the chair, but shall meet at least monthly before

10  submitting its final recommendations.  The task force shall be

11  chaired by a member designated by the Governor.  The task

12  force shall elect a vice chair to serve in the absence of the

13  chair.  The task force shall adopt procedures or bylaws

14  necessary for its efficient operation and may appoint

15  subcommittees from its membership.

16         (4)  The task force shall examine the funding of the

17  state system of public schools as provided by the Florida

18  Education Finance Program created by section 236.081, Florida

19  Statutes, and implemented by the general appropriations acts.

20  The task force shall consider at least the following:

21         (a)  The funding of public schools based on their

22  performance in educating students as evidenced by the

23  achieving of equitable outcomes that meet the state academic

24  achievement standards for all students.

25         (b)  The relationship between state funding and local

26  funding for public schools.

27         (c)  The maintenance of funding equity in the

28  allocation of dollars among school districts and schools.

29         (d)  The acquisition and support of technology to

30  assist in the instructional process.

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  1         (e)  The funding support for parental choice in the

  2  selection of educational services for children.

  3         (f)  The results and recommendations of public school

  4  funding studies conducted by nationally recognized experts,

  5  groups, and other states.

  6         (5)  The task force:

  7         (a)  Shall appoint an executive director, who shall be

  8  the chief administrative officer of the task force. With

  9  approval of the chair, the director may employ research and

10  support staff to serve the needs of the task force. All

11  members of the task force staff are exempt from the Career

12  Service System and shall be employed in accordance with the

13  legislative personnel plan administered by the Office of

14  Legislative Services.

15         (b)  The task force is authorized to enter into

16  contracts or agreements with individuals, organizations, or

17  firms to provide expertise required by the task force to

18  perform its duties.

19         (c)  The task force is authorized to apply for and

20  accept funds, grants, donations, expenses, in-kind services,

21  or other valued goods or services from any public or private

22  source, including in-kind services of employees of the state

23  Department of Education, the school districts, and the state

24  universities.

25         (d)  By September 1, 2001, shall submit draft

26  recommendations and, by February 1, 2002, shall submit final

27  recommendations to the Governor, the President of the Senate,

28  and the Speaker of the House of Representatives.  Before

29  adopting final recommendations, the task force shall conduct

30  at least one public hearing in each of the five service

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  1  regions of the Department of Education. The recommendations of

  2  the task force must include proposed legislation.

  3         (6)  This section expires June 30, 2003.

  4         Section 2.  Section 236.081, Florida Statutes, is

  5  repealed effective June 30, 2004, subject to prior review by

  6  the Task Force on Public School Funding.

  7         Section 3.  Section 236.025, Florida Statutes, is

  8  amended to read:

  9         236.025  Revised funding model for exceptional student

10  education programs.--

11         (1)  The revised funding model for exceptional student

12  education programs is designed to:  be better for students

13  than the existing funding system by encouraging school

14  districts and schools to identify and implement educationally

15  effective instructional delivery models; simplify funding by

16  utilizing two five weighted cost factors and a guaranteed

17  allocation; provide fiscal support for exceptional students in

18  general education classes; be outcome driven; and be revenue

19  neutral; and reduce the paperwork burden associated with state

20  funding. This funding model is designed to support both

21  traditional and new service delivery models along the

22  continuum of services required for exceptional students. It is

23  the intent of the Legislature, through the General

24  Appropriations Act, to minimize the fiscal impact on school

25  districts of the implementation of this funding model.

26         (2)(a)  The revised funding model uses existing basic,

27  at-risk, and vocational five Florida Education Finance Program

28  cost factors, two exceptional education cost factors, and a

29  guaranteed allocation for exceptional student education

30  programs. Exceptional education cost factors are determined by

31  using a matrix of services to document the services that each


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  1  exceptional student will receive. The nature and intensity of

  2  the services indicated on the matrix shall be consistent with

  3  the services described in each exceptional student's

  4  individual education plan.

  5         (b)  In order to generate funds using one of the two

  6  weighted cost factors, a matrix of services must be completed

  7  at the time of the student's initial placement into an

  8  exceptional student education program and at least once every

  9  3 years least once each year by public school personnel who

10  have received approved training. Additionally, each time an

11  exceptional student's individual education plan, family

12  support plan, or education plan is reviewed, the matrix of

13  services must also be reviewed. Nothing listed in the matrix

14  shall be construed as limiting the services a school district

15  must provide in order to ensure that exceptional students are

16  provided a free, appropriate public education.

17         (c)  Students identified as exceptional, in accordance

18  with chapter 6A-6, Florida Administrative Code, who do not

19  have a matrix of services as specified in paragraph (b) shall

20  generate funds on the basis of full-time-equivalent student

21  membership in the Florida Education Finance Program at the

22  same funding level per student as provided for basic students.

23  Additional funds for these exceptional students will be

24  provided through the guaranteed allocation designated in

25  subsection (3).

26         (3)  For students identified as exceptional who do not

27  have a matrix of services, there is created a guaranteed

28  allocation to provide these students with a free appropriate

29  public education, in accordance with s. 230.23(4)(m) and rules

30  of the state board, which shall be allocated annually to each

31  school district in the amount provided in the General


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  1  Appropriations Act. These funds shall be in addition to the

  2  funds appropriated on the basis of full-time-equivalent

  3  student membership in the Florida Education Finance Program,

  4  and the amount allocated for each school district shall not be

  5  recalculated during the year. These funds shall be used to

  6  provide special education and related services for exceptional

  7  students.

  8         (4)(3)  The Department of Education shall revise its

  9  monitoring systems for exceptional student education programs

10  to include a review of delivery of services as indicated on

11  the matrix of services.

12         (5)(4)  The Department of Education shall adopt

13  promulgate rules necessary to implement the revised funding

14  model.

15         (5)  The funding level in the 1997-1998 FEFP for

16  exceptional student education shall be guaranteed for 3 years

17  so that no district will have a financial uncertainty during

18  the initial implementation of the revised funding model.

19         Section 4.  Paragraphs (c), (d), and (h) of subsection

20  (1) and paragraph (d) of subsection (4) of section 236.081,

21  Florida Statutes, are amended to read:

22         236.081  Funds for operation of schools.--If the annual

23  allocation from the Florida Education Finance Program to each

24  district for operation of schools is not determined in the

25  annual appropriations act or the substantive bill implementing

26  the annual appropriations act, it shall be determined as

27  follows:

28         (1)  COMPUTATION OF THE BASIC AMOUNT TO BE INCLUDED FOR

29  OPERATION.--The following procedure shall be followed in

30  determining the annual allocation to each district for

31  operation:


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  1         (c)  Determination of programs.--Cost factors based on

  2  desired relative cost differences between the following

  3  programs shall be established in the annual General

  4  Appropriations Act. The Commissioner of Education shall

  5  specify a matrix of services and intensity levels to be used

  6  by districts in the determination of the two weighted cost

  7  factors for exceptional students with the highest levels of

  8  need. For these students, the funding support level shall fund

  9  the exceptional students' education program, with the

10  exception of extended school year services for students with

11  disabilities. funding support for each exceptional student.

12  The funding support level for each exceptional student shall

13  fund the exceptional student's total education program.

14         1.  Basic programs.--

15         a.  Kindergarten and grades 1, 2, and 3.

16         b.  Grades 4, 5, 6, 7, and 8.

17         c.  Grades 9, 10, 11, and 12.

18         2.  Programs for exceptional students.--

19         a.  Support Level I.

20         b.  Support Level II.

21         c.  Support Level III.

22         a.d.  Support Level IV.

23         b.e.  Support Level V.

24         3.  Secondary career education programs.--

25         4.  Students-at-risk programs.--

26         a.  Dropout prevention and teenage parents.

27         4.b.  English for Speakers of Other Languages.--

28         (d)  Annual allocation calculation.--

29         1.  The Department of Education is authorized and

30  directed to review all district programs and enrollment

31  projections and calculate a maximum total weighted full-time


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  1  equivalent student enrollment for each district for the K-12

  2  FEFP.

  3         2.  Maximum enrollments calculated by the department

  4  shall be derived from enrollment estimates used by the

  5  Legislature to calculate the FEFP.  If two or more districts

  6  enter into an agreement under the provisions of s.

  7  230.23(4)(d), after the final enrollment estimate is agreed

  8  upon, the amount of FTE specified in the agreement, not to

  9  exceed the estimate for the specific program as identified in

10  paragraph (c), may be transferred from the participating

11  districts to the district providing the program.

12         3.  As part of its calculation of each district's

13  maximum total weighted full-time equivalent student

14  enrollment, the department shall establish separate enrollment

15  ceilings for each of two program groups. Group 1 shall be

16  composed of grades K-3, grades 4-8, and grades 9-12. Group 2

17  shall be composed of students in exceptional student education

18  programs, English for Speakers of Other Languages

19  students-at-risk programs, all basic programs other than the

20  programs in group 1, and all vocational programs in grades

21  7-12.

22         a.  The weighted enrollment ceiling for group 2

23  programs shall be calculated by multiplying the final

24  enrollment conference estimate for each program by the

25  appropriate program weight.  The weighted enrollment ceiling

26  for program group 2 shall be the sum of the weighted

27  enrollment ceilings for each program in the program group,

28  plus the increase in weighted full-time equivalent student

29  membership from the prior year for clients of the Department

30  of Children and Family Services and the Department of Juvenile

31  Justice.


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  1         b.  If, for any calculation of the FEFP, the weighted

  2  enrollment for program group 2, derived by multiplying actual

  3  enrollments by appropriate program weights, exceeds the

  4  enrollment ceiling for that group, the following procedure

  5  shall be followed to reduce the weighted enrollment for that

  6  group to equal the enrollment ceiling:

  7         (I)  The weighted enrollment ceiling for each program

  8  in the program group shall be subtracted from the weighted

  9  enrollment for that program derived from actual enrollments.

10         (II)  If the difference calculated under

11  sub-sub-subparagraph (I) is greater than zero for any program,

12  a reduction proportion shall be computed for the program by

13  dividing the absolute value of the difference by the total

14  amount by which the weighted enrollment for the program group

15  exceeds the weighted enrollment ceiling for the program group.

16         (III)  The reduction proportion calculated under

17  sub-sub-subparagraph (II) shall be multiplied by the total

18  amount of the program group's enrollment over the ceiling as

19  calculated under sub-sub-subparagraph (I).

20         (IV)  The prorated reduction amount calculated under

21  sub-sub-subparagraph (III) shall be subtracted from the

22  program's weighted enrollment.  For any calculation of the

23  FEFP, the enrollment ceiling for group 1 shall be calculated

24  by multiplying the actual enrollment for each program in the

25  program group by its appropriate program weight.

26         c.  For program group 2, the weighted enrollment

27  ceiling shall be a number not less than the sum obtained by:

28         (I)  Multiplying the sum of reported FTE for all

29  programs in the program group that have a cost factor of 1.0

30  or more by 1.0, and

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  1         (II)  By adding this number to the sum obtained by

  2  multiplying the projected FTE for all programs with a cost

  3  factor less than 1.0 by the actual cost factor.

  4         4.  Following completion of the weighted enrollment

  5  ceiling calculation as provided in subparagraph 3., a

  6  supplemental capping calculation shall be employed for those

  7  districts that are over their weighted enrollment ceiling. For

  8  each such district, the total reported unweighted FTE

  9  enrollment for group 2 programs shall be compared with the

10  total appropriated unweighted FTE enrollment for group 2

11  programs. If the total reported unweighted FTE for group 2 is

12  greater than the appropriated unweighted FTE, then the excess

13  unweighted FTE up to the unweighted FTE transferred from group

14  2 to group 1 for each district by the Public School FTE

15  Estimating Conference shall be funded at a weight of 1.0 and

16  added to the funded weighted FTE computed in subparagraph 3.

17  This adjustment shall be calculated beginning with the third

18  calculation of the 1998-1999 FEFP.

19         (h)  Coenrollment Instruction outside required number

20  of school days.--Students in grades 9 through 12 may be

21  counted as full-time equivalent students for instruction

22  provided outside the required school days or year if such

23  instruction counts as credit toward high school graduation.

24  However, If a high school student wishes to earn high school

25  credits from a community college and enrolls in one or more

26  adult secondary education courses at the community college,

27  the community college shall be reimbursed for the costs

28  incurred because of the high school student's coenrollment as

29  provided in the General Appropriations Act.

30         (4)  COMPUTATION OF DISTRICT REQUIRED LOCAL

31  EFFORT.--The Legislature shall prescribe the aggregate


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  1  required local effort for all school districts collectively as

  2  an item in the General Appropriations Act for each fiscal

  3  year. The amount that each district shall provide annually

  4  toward the cost of the Florida Education Finance Program for

  5  kindergarten through grade 12 programs shall be calculated as

  6  follows:

  7         (d)  Exclusion.--

  8         1.  In those instances in which:

  9         a.1.  There is litigation either attacking the

10  authority of the property appraiser to include certain

11  property on the tax assessment roll as taxable property or

12  contesting the assessed value of certain property on the tax

13  assessment roll, and

14         b.2.  The assessed value of the property in contest

15  involves more than 6 percent of the total nonexempt assessment

16  roll, the plaintiff shall provide to the district school board

17  of the county in which the property is located and to the

18  Department of Education a certified copy of the petition and

19  receipt for the good faith payment at the time they are filed

20  with the court.

21

22  the assessed value of the property in contest shall be

23  excluded from the taxable value for school purposes for

24  purposes of computing the district required local effort.

25         2.  For purposes of computing the required local effort

26  for each district affected by such petition, the Department of

27  Education shall exclude from the district's total nonexempt

28  assessment roll the assessed value of the property in contest

29  and shall add the amount of the good faith payment to the

30  district's required local effort.

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  1         Section 5.  Paragraph (b) of subsection (2) and

  2  paragraph (a) of subsection (3) of section 237.34, Florida

  3  Statutes, are amended to read:

  4         237.34  Cost accounting and reporting.--

  5         (2)  COST REPORTING.--

  6         (b)  Each district shall report on a school-by-school

  7  and on an aggregate district basis expenditures for each

  8  program funded in s. 236.081(1)(c), except that programs for

  9  exceptional students shall be reported on an aggregate basis.

10         (3)  PROGRAM EXPENDITURE REQUIREMENTS.--

11         (a)  Each district shall expend at least the percent of

12  the funds generated by each of the programs listed herein on

13  the aggregate total school costs for such programs:

14         1.  Kindergarten and grades 1, 2, and 3, 90 percent.

15         2.  Grades 4, 5, 6, 7, and 8, 80 percent.

16         3.  Grades 9, 10, 11, and 12, 80 percent.

17         4.  Programs for exceptional students, on an aggregate

18  program basis, 90 80 percent.

19         5.  Grades 7 through 12 vocational education programs,

20  on an aggregate program basis, 80 percent.

21         6.  Students-at-risk programs, on an aggregate program

22  basis, 80 percent.

23         7.  Juvenile justice programs, on an aggregate program

24  basis, 80 percent.

25         8.  Any new program established and funded under s.

26  236.081(1)(c), that is not included under subparagraphs 1.

27  through 6., on an aggregate basis as appropriate, 80 percent.

28         Section 6.  Section 229.05371, Florida Statutes, is

29  amended to read:

30         229.05371  Pilot program; Scholarships to public or

31  private school of choice for students with disabilities.--


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  1         (1)  SCHOLARSHIP PILOT PROGRAM.--There is established a

  2  pilot program, which is separate and distinct from the

  3  Opportunity Scholarship Program, in the Sarasota school

  4  district, to provide scholarships to a public or private

  5  school of choice for students with disabilities whose academic

  6  progress in at least two areas has not met expected levels for

  7  the previous year, as determined by the student's individual

  8  education plan. Student participation in the pilot program is

  9  limited to 5 percent of the students with disabilities in the

10  school district during the first year, 10 percent of students

11  with disabilities during the second year, and 20 percent of

12  students with disabilities during the third year, and no caps

13  in subsequent years. The following applies to the pilot

14  program:

15         (a)  To be eligible to participate in the pilot

16  program, a private school must meet all requirements of s.

17  229.0537(4), except for the accreditation requirements of s.

18  229.0537(4)(f). For purposes of the pilot program,

19  notification under s. 229.0537(4)(b) must be separate from the

20  notification under the Opportunity Scholarship Program.

21         (b)  The school district that participates in the pilot

22  program must comply with the requirements in s.

23  229.0537(3)(a)2., (c), and (d).

24         (c)  The amount of the scholarship in the pilot program

25  shall be equal to the amount the student would have received

26  under the Florida Education Finance Program in the public

27  school to which he or she is assigned.

28         (d)  To be eligible for a scholarship under the pilot

29  program, a student or parent must:

30

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  1         1.  Comply with the eligibility criteria in s.

  2  229.0537(2)(b) and all provisions of s. 229.0537 which apply

  3  to students with disabilities;

  4         2.  For the school year immediately prior to the year

  5  in which the scholarship will be in effect, have documented

  6  the student's failure to meet specific performance levels

  7  identified in the individual education plan; or, absent

  8  specific performance levels identified in the individual

  9  education plan, the student must have performed below grade

10  level on state or local assessments and the parent must

11  believe that the student is not progressing adequately toward

12  the goals in the individual education plan; and

13         3.  Have requested the scholarship prior to the time at

14  which the number of valid requests exceeds the district's cap

15  for the year in which the scholarship will be awarded.

16         (2)  The provisions of s. 229.0537(6) and (8) shall

17  apply to the pilot program authorized in this section. This

18  pilot program is not intended to affect the eligibility of the

19  state or school district to receive federal funds for students

20  with disabilities.

21         Section 7.  Section 236.08103, Florida Statutes, is

22  created to read:

23         236.08103  Equity in School-Level Funding Act.--

24         (1)  This section may be cited as the "Equity in

25  School-Level Funding Act."

26         (2)(a)  Beginning in the 2000-2001 fiscal year,

27  district school boards shall allocate to each school within

28  the district at least 50 percent of the funds generated by

29  that school based upon the Florida Education Finance Program

30  as provided in s. 236.081 and the General Appropriations Act,

31  including gross state and local funds, discretionary lottery


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  1  funds, and funds from the school district's current operating

  2  discretionary millage levy.

  3         (b)  Beginning in the 2001-2002 fiscal year, district

  4  school boards shall allocate to each school within the

  5  district at least 65 percent of the funds generated by that

  6  school based upon the Florida Education Finance Program as

  7  provided in s. 236.081 and the General Appropriations Act,

  8  including gross state and local funds, discretionary lottery

  9  funds, and funds from the school district's current operating

10  discretionary millage levy.

11         (c)  Beginning in the 2002-2003 fiscal year, district

12  school boards shall allocate to each school within the

13  district at least 80 percent of the funds generated by that

14  school based upon the Florida Education Finance Program as

15  provided in s. 236.081 and the General Appropriations Act,

16  including gross state and local funds, discretionary lottery

17  funds, and funds from the school district's current operating

18  discretionary millage levy.

19         (d)  Beginning in the 2003-2004 fiscal year, district

20  school boards shall allocate to each school within the

21  district at least 90 percent of the funds generated by that

22  school based upon the Florida Education Finance Program as

23  provided in s. 236.081 and the General Appropriations Act,

24  including gross state and local funds, discretionary lottery

25  funds, and funds from the school district's current operating

26  discretionary millage levy.

27

28  Total funding for each school shall be recalculated during the

29  year to reflect the revised calculations under the Florida

30  Education Finance Program by the state and the actual weighted

31  full-time equivalent students reported by the school during


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  1  the full-time equivalent student survey periods designated by

  2  the Commissioner of Education. If the district school board is

  3  providing programs or services to students funded by federal

  4  funds, any eligible students enrolled in the schools in the

  5  district shall be provided federal funds. Only those districts

  6  that initially applied for charter school district status,

  7  pursuant to s. 228.058, and have been approved by the State

  8  Board of Education are exempt from the provisions of this

  9  section.

10         (3)  Funds allocated to a school pursuant to this

11  section that are unused at the end of the fiscal year shall

12  not revert to the district, but shall remain with the school.

13  These carryforward funds may be used for any purpose provided

14  by law at the discretion of the principal of the school.

15         (4)  Recommendations made by the Governor's Equity in

16  Educational Opportunity Task Force shall be reviewed to

17  identify potential categorical funds to be included in the

18  district allocation methodology required in subsection (2).

19         (5)  Funds appropriated in the General Appropriations

20  Act for supplemental academic instruction to be used for the

21  purposes described in s. 236.08104 are excluded from the

22  school-level allocation under this section.

23         Section 8.  This act shall take effect upon becoming a

24  law.

25

26

27

28

29

30

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