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S1197............................................................by FINANCE
APPROPRIATIONS - PUBLIC SCHOOLS - ADMINISTRATORS DIVISION - Appropriates
$73,887,800 to the Public Schools, Division of Administrators, for fiscal
year 2004; amends existing law to place a cap on growth of the experience
and education multipliers for administrative staff; to delete the
provisions which require a school district to demonstrate employment of the
number of administrative staff allowed or, if the district does not employ
that number, to reduce the staff allowance; to delete the limit on
percentage of administrative staff which may be noncertificated staff; to
provide that administrative staff of public schools shall not be allowed to
participate in the early retirement incentive program; and providing moneys
for the final phase of the implementation of achievement standards.
04/29 Senate intro - 1st rdg - to printing
04/30 Rpt prt - to Fin
Rpt out - rec d/p - to 2nd rdg
2nd rdg - to 3rd rdg
05/02 3rd rdg - PASSED - 21-14-0
AYES -- Bailey, Brandt, Bunderson, Burtenshaw, Cameron, Compton,
Davis, Geddes, Goedde, Hill, Ingram, Keough, Little, Lodge, McKenzie,
Noble, Pearce(Banner), Richardson, Stegner, Sweet, Williams
NAYS -- Andreason, Burkett, Calabretta, Darrington, Gannon, Kennedy,
Malepeai, Marley, McWilliams, Noh, Schroeder, Sorensen, Stennett,
Werk
Absent and excused -- None
Floor Sponsor - Keough
Title apvd - to House
05/03 House intro - 1st rdg - to 2nd rdg
Rls susp - PASSED - 39-29-2
AYES -- Barraclough(Schanz), Barrett, Bauer, Bedke, Bell, Black,
Block, Bolz, Bradford, Collins, Crow, Deal, Eberle, Ellsworth,
Eskridge, Field(18), Field(23), Gagner, Garrett, Harwood, Kellogg,
Lake, Langford, McGeachin, McKague, Moyle, Nielsen, Raybould, Ring,
Roberts, Rydalch, Sali, Schaefer, Skippen, Smith(24), Stevenson,
Tilman, Wood, Mr. Speaker
NAYS -- Andersen(Guyon), Bieter, Boe, Campbell, Cannon, Cuddy,
Douglas, Edmunson, Henbest, Jaquet, Jones, Kulczyk, Langhorst,
Martinez(Echohawk), Meyer, Miller, Mitchell, Naccarato, Ridinger,
Ringo, Robison, Sayler, Shepherd, Shirley, Smith(30), Smylie,
Snodgrass, Trail, Wills
Absent and excused -- Clark, Denney
Floor Sponsor - Bedke
Title apvd - to Senate
05/05 To enrol - Rpt enrol - Pres signed - Sp signed
To Governor
05/09 Governor signed
Session Law Chapter 375
Effective: 07/01/03 Secs 1, 2, 3, 4, 5 and 7;
09/01/03 Section 6
|||| LEGISLATURE OF THE STATE OF IDAHO ||||
Fifty-seventh Legislature First Regular Session - 2003
IN THE SENATE
SENATE BILL NO. 1197
BY FINANCE COMMITTEE
1 AN ACT
2 RELATING TO PUBLIC SCHOOLS DIVISION OF ADMINISTRATORS; PROVIDING FOR EXPENDI-
3 TURES FOR THE PUBLIC SCHOOLS DIVISION OF ADMINISTRATORS; APPROPRIATING
4 GENERAL FUND MONEYS FOR TRANSFER TO THE PUBLIC SCHOOL INCOME FUND; APPRO-
5 PRIATING FUNDS TO THE EDUCATIONAL SUPPORT PROGRAM/DIVISION OF ADMINISTRA-
6 TORS FOR FISCAL YEAR 2004; AMENDING SECTION 33-1004A, IDAHO CODE, TO PLACE
7 CAPS ON THE GROWTH OF THE EXPERIENCE AND EDUCATION MULTIPLIER FOR ADMINIS-
8 TRATIVE STAFF; AMENDING SECTION 33-1004, IDAHO CODE, TO DELETE THE PROVI-
9 SIONS WHICH REQUIRE A DISTRICT TO DEMONSTRATE EMPLOYMENT OF THE NUMBER OF
10 ADMINISTRATIVE STAFF ALLOWED OR, IF THE DISTRICT DOES NOT EMPLOY THAT NUM-
11 BER, TO REDUCE STAFF ALLOWANCE ACCORDINGLY AND TO DELETE THE LIMIT ON PER-
12 CENTAGE OF ADMINISTRATIVE STAFF WHICH MAY BE NONCERTIFICATED STAFF; AMEND-
13 ING SECTION 33-1004G, IDAHO CODE, TO PROVIDE THAT ADMINISTRATIVE STAFF
14 SHALL BE EXCLUDED FROM PARTICIPATING IN THE EARLY RETIREMENT INCENTIVE
15 PROGRAM; PROVIDING MONEYS FOR THE FINAL PHASE OF THE IMPLEMENTATION OF
16 ACHIEVEMENT STANDARDS; DECLARING AN EMERGENCY AND PROVIDING EFFECTIVE
17 DATES.
18 Be It Enacted by the Legislature of the State of Idaho:
19 SECTION 1. The following amounts shall be expended for the public schools
20 Division of Administrators for the period July 1, 2003, through June 30, 2004:
21 FROM:
22 General Fund $72,347,800
23 Federal Grant Fund 1,540,000
24 TOTAL $73,887,800
25 SECTION 2. There is hereby appropriated the following amount to be trans-
26 ferred to the Public School Income Fund for the period July 1, 2003, through
27 June 30, 2004:
28 FROM:
29 General Fund $72,347,800
30 SECTION 3. There is hereby appropriated to the Educational Support
31 Program/Division of Administrators, pursuant to law and the provisions of this
32 act, the following amounts to be expended from the listed funds for the period
33 July 1, 2003, through June 30, 2004:
34 FROM:
35 Public School Income Fund $72,347,800
36 Federal Grant Fund 1,540,000
37 TOTAL $73,887,800
38 SECTION 4. That Section 33-1004A, Idaho Code, be, and the same is hereby
39 amended to read as follows:
40 33-1004A. EXPERIENCE AND EDUCATION MULTIPLIER. Each instructional and
2
1 administrative staff position shall be assigned an appropriate multiplier
2 based upon the following table:
3 EXPERIENCE AND EDUCATION
4 MA MA + 12 MA + 24 MA + 36
5 Years BA BA + 12 BA + 24 BA + 36 BA + 48 BA + 60 ES/DR
6 0 1.00000 1.03750 1.07640 1.11680 1.15870 1.20220 1.24730
7 1 1.03750 1.07640 1.11680 1.15870 1.20220 1.24730 1.29410
8 2 1.07640 1.11680 1.15870 1.20220 1.24730 1.29410 1.34260
9 3 1.11680 1.15870 1.20220 1.24730 1.29410 1.34260 1.39290
10 4 1.15870 1.20220 1.24730 1.29410 1.34260 1.39290 1.44510
11 5 1.20220 1.24730 1.29410 1.34260 1.39290 1.44510 1.49930
12 6 1.24730 1.29410 1.34260 1.39290 1.44510 1.49930 1.55550
13 7 1.29410 1.34260 1.39290 1.44510 1.49930 1.55550 1.61380
14 8 1.34260 1.39290 1.44510 1.49930 1.55550 1.61380 1.67430
15 9 1.39290 1.44510 1.49930 1.55550 1.61380 1.67430 1.73710
16 10 1.39290 1.49930 1.55550 1.61380 1.67430 1.73710 1.80220
17 11 1.39290 1.49930 1.55550 1.61380 1.73710 1.80220 1.86980
18 12 1.39290 1.49930 1.55550 1.61380 1.73710 1.86980 1.93990
19 13 or
20 more 1.39290 1.49930 1.55550 1.61380 1.73710 1.86980 2.01260
21 In determining the experience factor, the actual years of teaching or
22 administrative service in an accredited public school or in an accredited pri-
23 vate or parochial school shall be credited.
24 In determining the education factor, only credits earned after initial
25 certification, based upon a transcript on file with the teacher certification
26 office of the state department of education, earned at an institution of
27 higher education accredited by the state board of education or a regional
28 accrediting association, shall be allowed. Instructional staff whose initial
29 certificate is an occupational specialist certificate shall be treated as BA
30 degree prepared instructional staff. Credits earned by such occupational spe-
31 cialist instructional staff after initial certification shall be credited
32 toward the education factor.
33 In determining the statewide average multiplier for administrative staff,
34 no multiplier in excess of 1.86643 shall be used. If the actual statewide
35 average multiplier for administrative staff, as determined by this section,
36 exceeds 1.86643, then each school district's administrative staff multiplier
37 shall be multiplied by the result of 1.86643 divided by the actual statewide
38 average multiplier for administrative staff.
39 SECTION 5. That Section 33-1004, Idaho Code, be, and the same is hereby
40 amended to read as follows:
41 33-1004. STAFF ALLOWANCE. For each school district, a staff allowance
42 shall be determined as follows:
43 1. Using the daily attendance reports that have been submitted for com-
44 puting the February 15th apportionment of state funds as provided in section
45 33-1009, Idaho Code, determine the total support units for the district in the
46 manner provided in section 33-1002 8.b., Idaho Code;
47 2. Determine the instructional staff allowance by multiplying the support
48 units by 1.1. A district must demonstrate that it actually employs the number
49 of certificated instructional staff allowed. If the district does not employ
50 the number allowed, the staff allowance shall be reduced to the actual number
51 employed;
3
1 3. Determine the administrative staff allowance by multiplying the sup-
2 port units by .075. A district must demonstrate that it actually employs the
3 number of certificated administrative staff allowed. If the district does not
4 employ the number allowed, the staff allowance shall be reduced to the actual
5 number employed, except that not more than twenty percent (20%) of the admin-
6 istrative staff allowance may be noncertificated staff;
7 4. Determine the classified staff allowance by multiplying the support
8 units by .375;
9 5. Additional conditions governing staff allowance:
10 a. In determining the number of staff in subsections 2., 3. and 4. of
11 this section, a district may contract separately for services to be ren-
12 dered by nondistrict employees and such employees may be counted in the
13 staff allowance. A "nondistrict employee" means a person for whom the
14 school district does not pay the employer's obligations for employee bene-
15 fits. When a district contracts for the services of a nondistrict
16 employee, only the salary portion of the contract shall be allowable for
17 computations.
18 b. If there are circumstances preventing eligible use of staff allowance
19 to which a district is entitled as provided in subsections 2. and 3. of
20 this section, an appeal may be filed with the state department of educa-
21 tion outlining the reasons and proposed alternative use of these funds,
22 and a waiver may be granted.
23 c. For any district with less than forty (40) support units:
24 (1) The instructional staff allowance shall be calculated applying
25 the actual number of support units. If the actual instructional staff
26 employed in the school year is greater than the instructional staff
27 allowance, then the instructional staff allowance shall be increased
28 by one-half (1/2) staff allowance; and
29 (2) The administrative staff allowance shall be calculated applying
30 the actual number of support units. If the actual administrative
31 staff employed in the school year is greater than the administrative
32 staff allowance, then the administrative staff allowance shall be
33 increased by one-half (1/2) staff allowance.
34 (3) Additionally, for any district with less than twenty (20) sup-
35 port units, the instructional staff allowance shall be calculated
36 applying the actual number of support units. If the number of
37 instructional staff employed in the school year is greater than the
38 instructional staff allowance, the staff allowance shall be increased
39 as provided in paragraphs (1) and (2) of this subsection, and by an
40 additional one-half (1/2) instructional staff allowance.
41 d. Only instructional, administrative and classified personnel compen-
42 sated by the school district from the general maintenance and operation
43 fund of the district shall be included in the calculation of staff allow-
44 ance or in any other calculations based upon staff, including determina-
45 tion of the experience and education multiplier, the reporting require-
46 ments, or the district's salary-based apportionment calculation. No food
47 service staff or transportation staff shall be included in the staff
48 allowance.
49 6. In the event that the staff allowance in any category is insufficient
50 to meet accreditation standards, a district may appeal to the state board of
51 education, demonstrating the insufficiency, and the state board may grant a
52 waiver authorizing sufficient additional staff to be included within the staff
53 allowance to meet accreditation standards. Such a waiver shall be limited to
54 one (1) year, but may be renewed upon showing of continuing justification.
4
1 SECTION 6. That Section 33-1004G, Idaho Code, be, and the same is hereby
2 amended to read as follows:
3 33-1004G. EARLY RETIREMENT INCENTIVE -- ADMINISTRATIVE STAFF EXCLUDED.
4 (1) Except as provided in subsection (8) of this section, eEach certificated
5 employee of an Idaho public school district as defined in section 33-1001 16.,
6 Idaho Code, is eligible for an early retirement incentive, provided they meet
7 the following criteria:
8 (a) The employee has completed a minimum of ten (10) years of continuous
9 full-time certified employment, which may include time spent on a sabbati-
10 cal leave, in Idaho public school districts at the time of application.
11 (b) The employee is not eligible for unreduced service, early or disabil-
12 ity retirement from the public employee retirement system of Idaho at the
13 time of application.
14 (c) The employee is fifty-five (55) years old before September 1 of the
15 year the application is made; provided that persons turning fifty-six (56)
16 years old or greater between August 15 and 31, 2000, will be eligible to
17 receive the retirement incentive option percentage provided in this sec-
18 tion that reflects their age on August 15, 2000.
19 (d) The employee submits his/her application to the state superintendent
20 of public instruction on or before April 1 of the year of application.
21 (e) The employee is contracted with an Idaho public school district for
22 the entire school year during the year of application and has not been
23 terminated or on a leave of absence for the current or upcoming school
24 year.
25 (2) (a) Full-time qualifying applicants shall receive as a one (1) time
26 incentive the following amount of the employee's qualifying salary allo-
27 cation as provided in section 33-1004E, Idaho Code:
28 at 55 years of age 55% of allocation
29 at 56 years of age 50% of allocation
30 at 57 years of age 45% of allocation
31 at 58 years of age 40% of allocation
32 at 59 years of age 30% of allocation
33 at 60 years of age 30% of allocation
34 at 61 years of age 20% of allocation
35 at 62 years of age 20% of allocation
36 at 63 years of age and over 0% of allocation
37 (b) Certified employees working less than full-time in the application
38 year will have the incentive payment prorated according to their full-time
39 equivalent (FTE) percentage.
40 (c) Incentive payments for certified employees not placed on the experi-
41 ence and education multiplier table as provided in section 33-1004A, Idaho
42 Code, will be calculated using the BA column of the table.
43 (3) Incentives and the employer's share of FICA benefits shall be paid by
44 the state department of education to the Idaho public school district with
45 which the applicant was last contracted on or before July 31 of the year of
46 application and acceptance.
47 (4) Incentives shall be considered additional compensation flowing from
48 the employment relationship and subject to federal and state tax laws. Incen-
49 tives shall not be considered salary for purposes of the public employee
50 retirement system.
51 (5) Any employee receiving an early retirement incentive as provided in
52 this section shall not be eligible for future employment with an Idaho school
53 district where such employment would again qualify him/her for participation
54 in the state retirement system.
5
1 (6) Any applicant choosing to withdraw their application must notify the
2 state superintendent of public instruction in writing no later than June 20 in
3 the year of application.
4 (7) A special application of the early retirement incentive shall super-
5 sede the limitations of this section to the extent necessary to comply with
6 this subsection. An otherwise qualified certificated employee who becomes med-
7 ically unable to work prior to July 1 of any year shall be eligible to apply
8 for the early retirement incentive for which the employee would have been eli-
9 gible retroactive to April 1.
10 (8) Administrative staff shall not be allowed to participate in the early
11 retirement incentive program as provided in this section and such staff are
12 hereby excluded from participation in the program.
13 SECTION 7. Of the moneys appropriated in Section 3 of this act, $138,300
14 in General Fund moneys and $415,000 in federal grant funds shall be for the
15 third and final phase of the implementation of achievement standards estab-
16 lished under the provisions of the rules of the State Board of Education,
17 IDAPA 08.02.03. These funds shall be distributed according to formulas and
18 criteria established by the Superintendent of Public Instruction. It is legis-
19 lative intent that the State Department of Education and State Board of Educa-
20 tion seek any waivers that may be necessary to utilize the $415,000 in federal
21 grant funds.
22 SECTION 8. An emergency existing therefor, which emergency is hereby
23 declared to exist, Sections 1, 2, 3, 4, 5 and 7 of this act shall be in full
24 force and effect on and after July 1, 2003. Section 6 of this act shall be in
25 full force and effect on and after September 1, 2003.
STATEMENT OF PURPOSE
RS13338
This is the Fiscal Year 2004 appropriation for the Division of Administrators portion of the Public Schools budget. The pieces of the Public Schools budget that are part of this division’s appropriation include: 1.) The administrators’ portion of the salary-based apportionment formula; 2.) State paid employee benefits for administrators, which include PERSI and FICA; 3.) The administrators’ portion of the Early Retirement program; 4.) The administrators’ portion of Achievement Standards implementation; and 5.) The administrators’ portion of federal pass-through funding to local school districts.
Non-Standard Adjustments include an upwards adjustment of $700,000 for the administrators’ portion of the increase in the number of classroom units (or support units), and a downward adjustment of $180,000 for the expected decrease in participation in the Early Retirement program.
This budget includes two funded items in the enhancement area. The first provides $553,300 for the third and final phase of Achievement Standards implementation. One-quarter of the money is from General Funds, while three-quarters comes from federal funds.
The second enhancement reflects an earlier action of the Legislature, in which the federal funds that are passed through to local school districts will be housed in the public schools budget, rather than the state department of education. These dollars represent the portion of these funds that are allocated to school district grant administration costs.
This budget also includes three amendments to Idaho Code. The first amendment is Section 4 of the bill. This is the amendment that caps the statewide average number for the experience and education index for administrators. Since the index for administrators has largely stabilized over the last several years, it is unlikely that there will be significant impacts as a result of this cap.
The second amendment is Section 5 of the bill. This is the language that eliminates the “use it or lose it” language for administrators. This will allow districts to keep any money that they are able to save in administrative staffing, rather than being forced to revert savings to the state.
The third amendment is Section 6 of the bill. This is the language that phases out the administrators’ participation in the Early Retirement program. This will allow the FY 2004 funding to go forward for those administrators who have already applied for early retirement, but eliminates all future administrator participation in the program.
FISCAL NOTE
Public Schools Budget Breakout
This is the FY 2004 appropriation
for the Division of Administrators portion of the Public Schools budget.
| FY 2003 Approp. |
FY 2004 $943 Budget |
Div. of |
||
|
I. |
STATE APPROPRIATION |
|||
|
A. |
Sources of Funds |
|||
|
1. |
General Fund |
$920,000,000 |
$943,000,800 |
$72,347,800 |
| percent change: |
1.1% |
2.5% |
||
|
2. |
Dedicated Funds |
$65,513,000 |
$55,650,000 |
$0 |
| percent change: |
1.1% |
-15.1% |
||
|
3. |
Federal Funds |
$0 |
$153,980,000 |
$1,540,000 |
| percent change: |
– |
– |
||
|
4. |
TOTAL STATE APPROPRIATIONS |
$985,513,000 |
$1,152,630,800 |
$73,887,800 |
|
percent change*: |
1.1% |
17.0% |
||
|
II. |
PROGRAM DISTRIBUTION |
|||
|
A. |
Statutory Requirements |
|||
|
1. |
Property Tax Replacement |
$68,935,700 |
$73,022,700 |
$0 |
|
2. |
Transportation |
$57,654,500 |
$58,463,000 |
$0 |
|
3. |
Border Contracts |
$1,000,000 |
$800,000 |
$0 |
|
4. |
Exceptional Contracts/Tuition Equivalents |
$3,500,000 |
$4,000,000 |
$0 |
|
5. |
Floor |
$1,300,000 |
$1,300,000 |
$0 |
|
6. |
Program Adjustments |
$300,000 |
$300,000 |
$0 |
|
7. |
Salary-based Apportionment |
$660,086,500 |
$666,616,200 |
$60,806,900 |
|
8. |
Teacher Incentive Award |
$560,000 |
$654,000 |
$0 |
|
9. |
State Paid Employee Benefits |
$116,084,600 |
$117,238,500 |
$10,592,600 |
|
10. |
Early Retirement Program |
$5,500,000 |
$4,500,000 |
$810,000 |
|
11. |
Bond Levy Equalization |
$0 |
$825,000 |
$0 |
|
12. |
Idaho Safe & Drug-Free Schools |
$4,700,000 |
$4,700,000 |
$0 |
|
13. |
Sub-total — Statutory Requirements |
$919,621,300 |
$931,729,400 |
$72,209,500 |
|
B. |
Other Program Distributions |
|||
|
1. |
Technology Grants |
$8,400,000 |
$8,400,000 |
$0 |
|
2. |
Idaho Reading Initiative |
$3,300,000 |
$3,300,000 |
$0 |
|
3. |
Limited English Proficiency (LEP) |
$4,475,000 |
$4,475,000 |
$0 |
|
4. |
Least Restrictive Environment (teacher training |
$1,000,000 |
$1,000,000 |
$0 |
|
5. |
Gifted & Talented |
$500,000 |
$500,000 |
$0 |
|
6. |
Achievement Standards Implementation |
$4,000,000 |
$4,000,000 |
$553,300 |
|
7. |
Beginning Teacher Support Program |
$2,000,000 |
$0 |
$0 |
|
8. |
Idaho Digital Learning Academy |
$0 |
$450,000 |
$0 |
|
9. |
Classroom Supplies |
$2,000,000 |
$0 |
$0 |
|
10. |
School Facilities Funding (Lottery) |
$0 |
$8,425,000 |
$0 |
|
11. |
Federal Funds for Local School Districts |
$0 |
$150,980,000 |
$1,125,000 |
|
12. |
Sub-total — Other Program Distributions |
$25,675,000 |
$179,980,000 |
$1,678,300 |
|
TOTAL CATEGORICAL EXPENDITURES |
$945,296,300 |
$1,111,709,400 |
$73,887,800 |
|
|
III. |
EDUCATION STABILIZATION FUNDS |
$0 |
$9,785,000 |
|
|
IV. |
STATE DISCRETIONARY FUNDS |
$40,216,700 |
$28,896,400 |
|
|
V. |
ESTIMATED SUPPORT UNITS |
12,545 |
12,670 |
|
|
VI. |
STATE DISCRETIONARY PER SUPPORT |
$3,206 |
$2,281 |
|
|
VII. |
LOCAL DISCRETIONARY PER SUPPOR |
$21,241 |
$22,166 |
|
|
VIII. |
TOTAL DISCRETIONARY PER SUPPORT |
$24,447 |
$24,447 |
|
* Overall percent change would be
1.3% without the transfer of federal pass-through funds to this budget, and 0.4%
without the addition of Lottery funds.
Contact:
Jason Hancock
Legislative
Services Office
Budget
and Policy Analysis
Telephone:
334-3531